About this Playbook

Use this playbook to set up and configure Redwood pages for employee self-service and enable your employees to manage their investment declaration and proof submission.

This playbook covers the tasks for these areas:

• Enabling the profile options for employee self-service pages
• Set up the timeline for self-service pages for:
  • Selecting the tax regime
  • Investment declaration
  • Voluntary provident fund
  • Investment proof submission
  • Access for new joinees
  • Access for resigning employees
• Complete the investment declaration
• Review summary and select tax regime
• Complete the proof submission
• Verify and approve documents of investment proof