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How To File Monthly Contribution How to create Challan Insurance Revenue-Monthly Contribution User Manual 1

How To File Monthly Contribution

How to create Challan

Insurance Revenue-Monthly Contribution User Manual

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Steps to do before filing MC

1) Main unit Main Unit should file contribution for Employees who are with the main-unit only. 2) Sub-unit Sub-unit should file contribution for Employees who are assigned with sub-unit. 3) Main-unit if desires to file contribution for sub-unit then main-unit should login with sub-unit user-id and password. 4) Ensure the current IPs available with Employer are mapped in the System. To check this do the following.

(i) Data MigrationDownload Existing Ips & Find out Missing IPs

(ii) Data MigrationInsert IP Details ( This is valid for only those IPs who already have ‘Insurance Number’ but the data is missing against the employer) (iii) Make sure all the new Employees(Those who doesn’t have Insurance Number) are

registered for the Employer (RegistrationIP Registration) Enter www.esic.in which will take you to login page

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In UserName Textbox please enter the username. In Password Textbox, please enter the password. and then click on Login button Figure-1 Login Screen

the password. and then click on Login button Figure-1 Login Screen Insurance Revenue-Monthly Contribution User Manual

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The application displays the hyperlinks under each of the modules.

On clicking it redirects to specific section.

The page navigations allow you to move to the respective section. Click on Insert IP Details Link you will get another window to download Insured Persons(IPs)

Figure-2

you will get another window to download Insured Persons(IPs) Figure-2 Insurance Revenue-Monthly Contribution User Manual 4

Insurance Revenue-Monthly Contribution User Manual

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In this new window, Click on Search button to get the details about the employer

Figure-3

Search button to get the details about the employer Figure-3 Click on Download button to download

Click on Download button to download IPs detail

Figure-4

Figure-3 Click on Download button to download IPs detail Figure-4 Insurance Revenue-Monthly Contribution User Manual 5

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A pop up opens, Click Save button to save the IPs detail,

also specify the location to save this file.

Figure-5

the IPs detail, also specify the location to save this file. Figure-5 Insurance Revenue-Monthly Contribution User

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Insert IP Details

Figure-6

Click on Employer Code

Insert IP Details Figure-6 Click on Employer Code Figure-7 List of Ips with the Employer displayed
Insert IP Details Figure-6 Click on Employer Code Figure-7 List of Ips with the Employer displayed

Figure-7

List of Ips with the Employer displayed Click on Insert 7
List of Ips with
the Employer
displayed
Click on Insert
7

Insurance Revenue-Monthly Contribution User Manual

Insert IP Details

Figure-8

Insert IP by Providing details

Insert IP Details Figure-8 Insert IP by Providing details Upload Ips in Bulk using Excel sheet
Insert IP Details Figure-8 Insert IP by Providing details Upload Ips in Bulk using Excel sheet

Upload Ips in Bulk using Excel sheet

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Go to the ESIC tab; then click this option to file the contribution of the employer for the particular month

Figure-9

the contribution of the employer for the particular month Figure-9 Insurance Revenue-Monthly Contribution User Manual 9

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You will be redirected to this Monthly Contribution page

You will be redirected to this Monthly Contribution page select the contribution period- month , year

select the contribution period- month , year

page select the contribution period- month , year contribution details type from the drop down (Select

contribution details type from the drop down (Select Monthly Contribution)

Figure-10

type from the drop down (Select Monthly Contribution) Figure-10 Insurance Revenue-Monthly Contribution User Manual 10

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There are two ways to file contribution.

1) Excel Upload

Figure-11

2)Online Entry of Contribution

1) Excel Upload Figure-11 2)Online Entry of Contribution 1) Excel Upload: (a)Click Download Excel Template, you

1) Excel Upload:

(a)Click Download Excel Template, you will get an Excel sheet & save it

Download Excel Template, you will get an Excel sheet & save it Insurance Revenue-Monthly Contribution User

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Creating an Excel sheet Instructions

Enter the IP number, IP name, No. of Days, Total Monthly Wages, Reason for 0 wages(If Wages ‘0’) & Last Working Day(if employee has left service, Retired, Out of coverage, Expired, Retrenchment); reason 0 for all others

Excel sheet upload will lead to successful transaction only when all the

Employees(who are currently mapped in the system) details are entered

perfectly in the excel sheet.

In case an Employee is missed out, the excel upload will throw suitable error to add particular Employee.

In case IP Number is entered wrongly(less than 10 digits) Excel upload will

throw error to modify the IP Number.

Calculations IP Contribution and Employer contribution calculation will be automatically done by the system.

Proper reasons are to be provided by the employer in case the Employer is mentioning ‘0’ wages and ‘0’ days worked against an employee. Reasons are

assigned numeric code(Refer Figure 12) and date has to be provided as

mentioned in Figure 12.

Employer should note that Date column should be in ‘Text’ format. (dd/mm/yyyy).

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Figure-12

Figure-12 (c)Click the browse button & specify the location then click Upload. Insurance Revenue-Monthly Contribution

(c)Click the browse button & specify the location then click Upload.

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2)Online Entry of Contribution:

(a)Click on Submit button to get the IPs list in the next page

Figure-13

Submit button to get the IPs list in the next page Figure-13 (b)Enter the No. of
(b)Enter the No. of days, Total monthly wages & then click next button for filing
(b)Enter the No. of days, Total monthly wages & then click next button for filing
details in next page
Figure-14

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(c)Click Save button, so that you can make changes or remaining IPs contribution can be filed within 15 days

Figure-15

or remaining IPs contribution can be filed within 15 days Figure-15 Insurance Revenue-Monthly Contribution User Manual

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(D)After entering all the contribution data in all the pages, submit the details by

clicking ‘Preview’ button, you will get Contribution Submission Summary Page

Figure-16

button, you will get Contribution Submission Summary Page Figure-16 Insurance Revenue-Monthly Contribution User Manual 16

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(E)By clicking ‘Submit’ button, Contribution will be Submitted and you will get Create

Challan Link

Figure-17

will be Submitted and you will get Create Challan Link Figure-17 Insurance Revenue-Monthly Contribution User Manual

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(F)Click on Create Challan Link, if you want to create a challan or you can create the

challan from revenue menu (which is given in later slides)

Figure-18

challan from revenue menu (which is given in later slides) Figure-18 Insurance Revenue-Monthly Contribution User Manual

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Upon clicking on View button, you will be navigated to Create Challan Page

View button , you will be navigated to Create Challan Page You will be redirected to

You will be redirected to below page

Figure-19

Create Challan Page You will be redirected to below page Figure-19 Insurance Revenue-Monthly Contribution User Manual

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select the Checkboxes, enter the amount, click payment mode & then click Submit button

Similar to this select the options, after clicking you will be redirected to challan

creation page

Figure-20

clicking you will be redirected to challan creation page Figure-20 Insurance Revenue-Monthly Contribution User Manual 20

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Enter the necessary fields and click on submit to create challan

Figure-21

the necessary fields and click on submit to create challan Figure-21 Insurance Revenue-Monthly Contribution User Manual

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This Page shows Challan creation in Cash Mode

Figure-22

This Page shows Challan creation in Cash Mode Figure-22 This Page shows Challan creation in Cheque

This Page shows Challan creation in Cheque / DD Mode

Figure-23

This Page shows Challan creation in Cheque / DD Mode Figure-23 Insurance Revenue-Monthly Contribution User Manual

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Click on submit to create the challan in cash mode

Figure-24

Click on submit to create the challan in cash mode Figure-24 Insurance Revenue-Monthly Contribution User Manual

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You will be redirected to Challan creation success page. Click on print for getting challan print out

Figure-25

success page. Click on print for getting challan print out Figure-25 Insurance Revenue-Monthly Contribution User Manual

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Figure-26

Challan Format

Figure-26 Challan Format Insurance Revenue-Monthly Contribution User Manual 25

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Generate and Print Challan from main page

Figure-27

Generate and Print Challan from main page Figure-27 Insurance Revenue-Monthly Contribution User Manual 26
Generate and Print Challan from main page Figure-27 Insurance Revenue-Monthly Contribution User Manual 26

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Upon clicking on View button, you will be navigated to

Create Challan\Payment dues Page

Figure-28

be navigated to Create Challan\Payment dues Page Figure-28 After this follow activities from slide 16 –
be navigated to Create Challan\Payment dues Page Figure-28 After this follow activities from slide 16 –

After this follow activities from slide 16 24 for challan

printing

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Select Challan created month & year
Select Challan
created month &
year

Figure-29

Modify Challan

Select Challan Click View
Select Challan
Click View
Click on Challan 28
Click on Challan
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Insurance Revenue-Monthly Contribution User Manual

Modify Details

Modify Challan

Figure-30

M o d i f y D e t a i l s Modify Challan Figure-30
M o d i f y D e t a i l s Modify Challan Figure-30
M o d i f y D e t a i l s Modify Challan Figure-30

Submit & then Print