Resubmit Documents of Investment Proof

You can view the proof approval data for verification after the employee completes the final submit of documents of investment proof.

When employee clicks Submit for Verification after submitting all the documents of investment proof, its then available for your verification. You can verify all the records and approve the submitted data. Set the record status to Resubmit if the employee needs to resubmit any of the documents of investment proof and set the overall approval status to Resubmission Required.

For new records added in the self-service page, the approval status is blank. You need to review these records and set the approval status. Use the Preview option to quickly preview and approve the submitted document. Preview attachments isn't available for consolidated attachments uploaded from the Review Summary page.

Navigation: Person Management > Search employee > Calculation Card > Statutory Deductions > Income Tax > Proof Verification and Approval

1. Click the link on Current Date, to load the proof approval data from proof submission data after final confirmation by employees with Submit for Verification.
   Note: You can't perform copy for other dates.

   Also, use the flow Copy Proof Submission Data to Proof Approval to load the submitted data.

2. Review the proof approval data and set the status to Resubmit, if the employee must resubmit any of the documents of investment proof.
   When employees view the proof submission page, they can see all the records with its corresponding approval status and approval comments provided by admin. They can also view the overall review statuses such as In review, Verified, Resubmission Required
   Note: Only the records in resubmit status will be available in the Edit mode. All other records will be in read mode. The proof submission timeline needs to be open for resubmission as well. After the employee confirms resubmission by clicking Submit for Verfication, overall status changes to Yet to verify.
3. The Add option is visible when the overall status is Resubmission Required. You need to set the profile ORA_HRX_IN_RESUBMISSION_ADD_ENABLED to Yes to enable the add option in resubmission phase. If the profile option is set to N, add option is disabled.