USER MANUAL / SOP

FOR

ONEXESS

BY

25+
COUNTRIES FAO HRO
INNOVATIVE SOLUTION OVER LEAN CLOUD

1000+
INDIA | AUSTRALIA | UAE CUSTOMERS IT Solutions

ISO 9001:2015, ISO 27001:2013 & SSAE16 (SAS 70) Certified

OSOURCE GLOBAL PVT. LTD.

Unit 4, 5th Floor, B wing Phoenix House High Street Phoenix

Lower Parel (W), Mumbai-400013

Tel: +91 22 6155 1600|Fax +91 22 24911908

 STANDARD OPERATING PROCEDURE – ONEXESS

www.osourceglobal.com

Disclaimer

The information contained in this document is the proprietary and exclusive

property of Osource (India) Private Limited except as otherwise indicated.

No part of this document, in whole or in part, may be reproduced, stored

transmitted, or used for design purposes without the prior written

permission of Osource.

The information contained in this document is subject to change without

notice.

The information in this document is provided for informational purposes

only. Osource specifically disclaims all warranties, express or limited,

including, but not limited, to the implied warranties of merchantability and

2 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

fitness for a particular purpose, except as provided for in a separate

software license agreement.

Privacy Information

This document may contain information of sensitive nature. This

information should not be given to persons other than those who are

involved in the concerned project or who will become involved during the

lifecycle.

Trademarks

All trademarks and logos, wherever used in the document, are

acknowledged by Osource.

Version Control

Document User Manual / SOP for OnexESS

Purpose Changes Pertaining to Tax Year 2020-21

Release Date 3rd January 2020

Document Reference No OSIPL/PRL/UM/OnexESS/V06

3 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

TABLE OF CONTENTS

1. OVERVIEW...................................................................................................................................... 5

2. STEP BY STEP PROCESS......................................................................................................... 6

2.1. PAYROLL DETAILS....................................................................................................................10

4 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

1. OVERVIEW

The objective of this Manual is to highlight the step-by-step process on how to operate
the Payroll Information Portal.

It is a convenient, Employee Interface System which helps the users to :

 Download the Monthly and / or Yearly salary slips whenever required
 Upload the investment declarations
 Download the Tax sheets to check the tax deductions

KEY FEATURES :
 Convenient, user friendly and a self learning portal
 Less dependency on HR Department/ Time office
 Can be operated from any computer located anywhere

REQUIREMENTS :
 Computer (PC /Laptop or Smartphone) connected through Internet network
 Company Code
 Your Employee Code
 Password (You will receive through Mail)

5 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

2. STEP BY STEP PROCESS

 Click on below link or copy paste the same in the address bar of your internet
browser https://pip.osourceglobal.com/ONEXESS

This is the Home Page where you will enter the following 3 login credentials:

 Company Code = Received through email

 User Name = Your Employee Code
 Password = Received through email (You will be prompted to change the
password after logging in the 1st time)
 Click on Change Password & the Screenshot looks like this :

6 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 Your User Name – will be auto populated

 Current Password – type the password used in Step 1
 New Password – type the password you can easily remember
 Confirm Password – Type the same password used in new password box
 Click on ‘UPDATE PASSWORD’
 Password Specifications:
 Minimum 8 characters in the password.
 One character in the CAPS.
 One special Character (eg - @,%,&,*).
 Once the password is updated you will get the popup message.
 Click on Go to Login Page –System will take you back to the main login page.
 Your User Name – Your Employee Code
 Password – Password which you have currently changed.
 If your user name and password is accepted it will take you to next page (Home
Page) displayed below.

 Home page has multiple options, as mentioned below:

7 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

o The first section has quick links to access the current month payslips, Taxsheet
& Reimbursement slips.
o By default the current month’s documents are downloaded when you click on
these buttons.
o You may access previous month’s documents by selecting the month in the
drop down on right hand side.

 The next section has multiple graphs, details of which are provided below:
o The first graph provides details of Salary paid V/S Tax deducted month on
month.
o When you take the mouse pointer on the dots it reveals the amounts as
shown in the figure below.

o The next graph gives you summary of your Investment, Rent & Form 12C
investments.
o You may click on each of the legends provided at the bottom which will
provide details of your utilized limit and remaining limit according to
section.

8 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

o The next graph provided Bar for Total Investment Consumption according
to individual sections of the income tax.
o It also gives information of Total Tax Deducted till the current month and
Tax deducted for the month.

You may click on the menu as shown in figure below to explore other options.

9 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

Menu will reflect as shown in the scree shot below:

2.1. PAYROLL DETAILS

Salary Details – The first menu under Payroll Details
 The PDFs generated for every month in a row – you have to click on the PDF icon
below the month, this will save the salary slip or tax sheet which you can
preserve it in your system or print it.
 Also the Slips are provided Financial Year Wise (Click on the Financial Year Drop
Down)

10 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

Filling Form 12BB

 This Form is to be filled for claiming tax exemption on House Rent Allowance and
/ or Housing Loan Interest.
 Fill in the details only if you want to take benefit of HRA and / or Housing Loan
Interest deduction or else cancel it.
 (Screen Shot view given below)

Investment Declaration
 Once you click on Investment Declaration, you will have 2 Options to submit your
declaration with, as per the Income Tax guideline for 2020-21.

11 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 You may refer to the below table to determine which option needs to be
selected:
Old Tax Slab New Tax Slab

Unlike the old tax slab; an individual opting

Existing Tax slab will be applicable along with
for new tax regime will not be eligible to get
following exemption
benefit on account of any Exemptions like
(Section10 (HRA, LTA etc.), Section 16 (Standard
( Section10( HRA, LTA etc.), Section
Deduction & Employment tax),
16( Standard Deduction & Employment tax),
Section 24( Housing loan interest ), Chapter VI-A
Section 24( Housing loan interest ), Chapter
( 80C / 80D etc.)
VI-A ( 80C / 80D etc.)

OPTION 1 OPTION 2

 If Option 2 is selected, you will get popup saying “Selected option has been
updated”
 If you select Option 1 you will be able to enter your investment details further as
per steps provided below.
 The Investment Declaration Page primarily contains 3 headers, namely ;
 Investment
 Rent (For HRA Exemption)
 Form 12C (Income from Other Sources & Hsg.Loan Interest)
 Remember to Save the details entered header wise. Also you can view the
details entered. And this page also consists of a Compute Tax button where
once have entered the amount to be declared it will calculate the Income Tax
shortfalls / excess as applicable. Thus you may make the necessary changes as
required.
 Header 1 : Investment - All investments under chapter VI A of income tax act
 This Tab will open the screen for all investment heads as per chapter VI A of
income tax i.e. Section 80C, 80D, 80E etc. Adjacent to every investment there is
decelerated amount which employee can fill directly and submit.

12 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 Header 2: Rent (For HRA Exemption): This is used to declare rent paid details for
full year.

 Header 3 : Form 12C (Income from Other Sources & Hsg.Loan Interest)
 This module is used when you have a housing loan and repayment includes
interest part. Add the interest amount in House Property – Self Occupied

13 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

Investment Tagging:

o First you need to save all the scanned documents in a folder on your
computer and then convert selecting all the documents to .zip.
o Only '.zip file containing (.jpg', '.jpeg', '.png', '.pdf' and '.bmp') formats are
allowed.
o Maximum 15 MB zipped pdf file upload is allowed.

 To access this page, from the menu navigate through Payroll Details >>
Investment Tagging.
 You may upload the images individually or collate all the images in a Zip folder to
upload all at once.
 To upload the images, click on the ‘Choose File’ button shown in the image
below:
 Once file is selected, click on the Upload button.
 The uploaded images will appear in the preview section highlighted in the image
below:

14 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 Once you are able to see the image in the preview section, you need to click on
image to select.
 Then in the section besides the image select the appropriate option from the
drop down highlighted in the image below

 Once appropriate option is selected, click on the Tag Document button

15 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 As soon as you tag the document, in the preview screen you will see the image
background will change to Green and you will be able to see the section which
you have selected in the afore mentioned steps just above the image with a
comment saying “Tagged”. Sample of how the screen would look is shown below

 Once you are able to see the image in the preview section, you need to click on
image to select for untag document .

16 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 Once appropriate option is selected, click on the UnTag Document button

 Untagged document will show in untagged section.

17 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.
 STANDARD OPERATING PROCEDURE – ONEXESS

 Please note, if there is any images which are left untagged, the same will be
deleted from the system when the session ends or you log out of the application.

18 OSIPL/PRL/UM/OnexESS/V06 Osource
Global Pvt. Ltd.