IFHRMS_ Employee Online

Pension Proposal Manual

 Online Pension Proposal Process

User Manual

For
Integrated Financial and Human Resource
Management System

IFHRMS_ Employee Online Pension

Proposal Manual

(For DDO Users)

Author: Wipro Ltd.
Creation Date: Aug 01, 2023
Last Updated: Aug 01, 2023
Document Ref:
Version: 1.1

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Document Control

Change Record

Date Author Version Change Reference

01-Aug-2023 Mahendheran M 1.0 Initial Draft (English)
01-Aug-2023 Mahendheran M 1.0 Entry Screenshots for Explanation
(English)

Reviewers

Name Position

Ravi Kannamani Senior Project Engineer, Wipro

Requirement Discussion Panel

Sl. Name Designation/Location

No.

1.
2.
3.
4.

Distribution

Copy Name Location

No.

1 Wipro Project Team Project Library

2 TN IFHRMS Team Crystal Tool

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Table of Contents
1. Introduction ............................................................................................................... iv
1.1 Purpose............................................................................................................................ iv
1.2 Document Conventions.................................................................................................. iv
1.3 Intended Audience and Reading Suggestions .............................................................. iv
1.4 References ....................................................................................................................... iv
2. Retirement Conversion Process................................................................................. v
2.1 Retirement Type Process Initiator ..................................................................................... v
2.2. Verifier ................................................................................................................................. x
Flow Chart ........................................................................................................................................ x
2.3. Approver ............................................................................................................................. xi
Flow Chart ...................................................................................................................................... xi
3. Pension Proposal Process ........................................................................................... 1
3.1 Initiator .................................................................................................................................. 1
Flow Chart ..................................................................................................................................... 1
3.2. Verifier ................................................................................................................................. 5
Flow Chart ..................................................................................................................................... 5
3.3. Approver .............................................................................................................................. 5
Flow Chart ..................................................................................................................................... 5
Flow Chart............................................................................................ .

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

1. Introduction
1.1 Purpose
This document will provide the detailed functionality & Role based Instruction for
the following Process:

Retirement Process with Pension Proposal Manual.

1.2 Document Conventions

The format of this manual is simple.
 Bold face with blue color highlights is label or fieldname.
 Red box is cursor or link location.
 For Instance, one Level of Approval is demonstrated. Even for more
level of approvals the process of approval remains the same.

1.3 Intended Audience and Reading Suggestions

The main intended audience for this document is to do Pre retirement Process
in DDO level from retirement type, Pension proposals and Retirement order from
AG to convert as an Ex-Employee.

1.4 References
Discussions with the subject matter experts.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Retirement Conversion Process:

1.1 Retirement Type Process Initiator:

Flow Chart:

Initiator
Login into IFHRMS Application  HR  Pre Retirement

Click on Retirement Type tab

Enter Employee Retirement Type Details

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
1. First open the Internet Explorer Browser then type the URL
https://www.karuvoolam.tn.gov.in.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
1. Click on the Login and fill User Name field button.

2. First entered the User Name values in this field. Ex: Enter "16020000084".

Step Action
3. Entered the password in Password field. Ex : Enter "******"

.
4. Input the values in Username & Password filed then click the Login/Signin
button.
5. In the screen Window click the Human resource  Pre retirement Icon.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
6. Click Retirement Type tab and Input the Employee ID to do Retirement
process. Click Go Button and Click Action Button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
7. In the Screen Select the Type of Retirement in the List of Values.
1.Superannuation – Employee Retired in actual date of retirement.
2. Voluntary Retirement Service – Voluntarily retired from service before
Actual date of retirement.
3. Dismissal/Removal from Service – Dismissal/Removal from Service by
Government.
4. Resignation from Service – Employee(s) resign the service from Govt.
5.Compulsory Retirement – Based on Disciplinary actions.
6.Invalid Retirement – Due to Medical Complications.
In this case is VRS type.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
8. Next Fill all the details and Click Review Button. Based on Effective Date
of Retirement, Date will be shown in Retirement Order.

Step Action
9. Review the Details and select the Approval Groups drop down in this page.
Then Click Add Attachment button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
10. Type the Title Name & Choose File / Choose URL/Short Text/Long Text
whatever attachment type is applicable.
11. Can Add Description about attachment. Then Click Apply button to Upload
the attachment.

Step Action
12. Attachment added Confirmation will be received in next window as below.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
13. Check the List of performers and Click the Submit Button.

2.2. Verifier:

Flow Chart:

Verifier
Login into IFHRMS Application  Human Resource

Open Notifications Will show as Verification Pending

(Click on Notification)

Click Verify Button to Verify Retirement Type Details

Step Action
14. Retirement Type Entry is waiting for your Verification notification
shown in the verifier level. Click the notification review the page and click
the verify button. Verifier process are completed.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

2.2. Approver:

Flow Chart:
Approver
Login into IFHRMS Application Human Resource

Open Notifications Will show as Approval Pending

(Click on Notification)

Click Approve Button to Approve Retirement Type Details

Step Action
15. Retirement Type Entry is waiting for your Approval notification show
the Approval level. Select the notification review the page and click the
Approval button.
16. Any input values in wrong, note the comments in bottom page
Notes/Response field box, then click the Reject button.

Family Members Update Details:

Initiator
Login into IFHRMS Application  HR  Employee Profile

Click on Edit option in Family Members Details

Enter Employee Family Members Details

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Department Of Treasuries and Accounts, Tamil Nadu
 Online Pension Proposal Process

Step Action
1 In HRMS –Employee Profile – Employee ID-GO –Edit –Family members-
Request to check and Update the family member’s details.

Step Action
2 Updating Family member details is very important to update Aadhaar
Number, Bank Details, Mobile Number, PAN, Address, Employee Status
Is required. It’s reflecting to Pension Proposal Family Details adding.
2 Verify that the Mandatory fields (with respect to Spouse details) not entered
in Employee profile page is displayed as Error message and not allowing to
precede with further process in Pension Proposal Employee section.
3 Review the Details and select the Approval Groups drop down in this page.
Then Click Add Attachment button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

2.2. 1 Verifier:
Flow Chart:

Verifier
Login into IFHRMS Application  Human Resource

Open Notifications Will show as Verification Pending

(Click on Notification)

Click Verify Button to Verify Retirement Type Details

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
4 Family Members Details Entry is waiting for your Verification
notification shown in the verifier level. Click the notification review the
page and click the verify button. Verifier process is completed.

2.2. Approver:

Flow Chart:
Approver
Login into IFHRMS Application Human Resource

Open Notifications Will show as Approval Pending

(Click on Notification)

Click Approve Button to Approve Retirement Type Details

Step Action
5 Family Members Details Entry is waiting for your Approval notification
show the Approval level. Select the notification review the page and click
the Approval button.
6. Any input values in wrong, note the comments in bottom page
Notes/Response field box, then click the Reject button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

1. Pension Proposal Process:

1.1 Initiator:

Flow Chart:

Initiator
Login into IFHRMS Application  HR  Pre Retirement

Click on Pension Proposal  Pension Proposal Employee

Enter Pension Proposal Employee Details

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
17. First open the Internet Explorer Browser then type the URL
https://www.karuvoolam.tn.gov.in.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
18. Click on the Login and fill User Name field button.

19. First entered the User Name values in this field. Ex: Enter
"16020000084".

20. Entered the password in Password field. Ex : Enter "******"

.
21. Input the values in Username & Password filed then click the
Login/Signin button.

22. In the screen Window click the Human resource  Pre-retirement

Icon.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
23. Click Pension Proposal  Pension Proposal Employee tab and Input
the Employee ID to do Proposal Process. Click Go Button and Click
Action Button.

Step Action
24. In the Screen Click Create button in the Pension Proposal Employee.
Then Verify Additional Details in Right side of window like A/C details,
Qualifying Service years and Last Pay Drawn details.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
Enter the details Place of Payment of pension, PPO Type: Joint, Family
identifier details select List Of Value it’s fletching from Family members
details in Employee Profile and Update the details.

Step Action
If not updated family members Aadhaar Number, Bank Details, Mobile
Number, PAN, Address, Employee Status details in Employee profile its
shown error like this. So request to add Family members details in before
pension proposal Processing.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
26. Review the Details and select the Approval Groups drop down in this
page.
27. Check the List of performers and Click the Submit Button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

3.2. Verifier:
Flow Chart:

Verifier
Login into IFHRMS Application  Human Resource

Open Notifications Will show as Verification Pending

(Click on Notification)

Click Verify Button to Verify Pension Proposal Employee Details

Step Action
28. Pension Proposal Employee Entry is waiting for your Verification
notification shown in the verifier level. Click the notification review the
page and click the verify button. Verifier process are completed.

3.2. Approver:
Flow Chart:

Approver
Login into IFHRMS Application Human Resource

Open Notifications Will show as Approval Pending

(Click on Notification)

Click Approve Button to Approve Pension Proposal Employee Details

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
29. Pension Proposal Employee entry is waiting for Approval notification
show the Approval level. Select the notification review the page and click
the Approval button. Approval process are completed.
30. Any input values in wrong, note the comments in bottom page
Notes/Response field box, then click the Reject button.

2.Annexure Status Entry:

1.1 Initiator:

Flow Chart:

Initiator
Login into IFHRMS Application  HR  Pre Retirement

Click on Pension Proposal  Annexure Status

Enter Annexure Status Details.

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
58. First open the Internet Explorer Browser then type the URL
https://www.karuvoolam.tn.gov.in.

Step Action
59. Click on the Login and fill User Name field button.

60. First entered the User Name values in this field. Ex: Enter
"16020000084".

61. Entered the password in Password field. Ex : Enter "******"

.
62. Input the values in Username & Password filed then click the
Login/Signin button.
63. In the screen Window click the Human resource  Pre retirement
Icon.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
64. Click Pension Proposal  Annexure Status tab and Input the
Employee ID to do Annexure Status. Click Go Button and Click Action
Button.
65. In the Screen Click Create button in the Annexures for Service
Pension. Select Yes or No in listed Parameters in below window based
on annexures to be attached.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
66. Type the Title Name & Choose File / Choose URL/Short Text/Long Text
whatever attachment type is applicable.
67. Can Add Description about attachment. Then Click Apply button to
Upload the attachment.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
68. Review the Details and select the Approval Groups drop down in this
page.
69. Check the List of performers and Click the Submit Button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

6.2. Verifier:

Verifier
Login into IFHRMS Application  Human Resource

Open Notifications Will show as Verification Pending

(Click on Notification)

Click Verify Button to Verify Annexures for Service Pension Details

6.3. Flow

Chart:

Step Action
70. Annexures for Service Pension entry is waiting for Verification
notification shown in the verifier level. Click the notification review the
page and click the verify button. Verifier process is completed.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Approver:
Flow Chart:
Approver
Login into IFHRMS Application Human Resource

Open Notifications Will show as Approval Pending

(Click on Notification)

Click Approve Button to Approve Annexures for Service Pension Details

Step Action
71. Annexures for Service Pension entry is waiting for Approval
notification show the Approval level. Select the notification review the
page and click the Approval button. Approval process are completed.
72. Any input values in wrong, note the comments in bottom page
Notes/Response field box, then click the Reject button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

3.Proposal Initiation Process:

1.1 Initiator:

Flow Chart:

Initiator
Login into IFHRMS Application  HR  Pre Retirement

Click on Pension Proposal  Proposal Initiation

Enter Proposal Initiation Details

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
46. First open the Internet Explorer Browser then type the URL
https://www.karuvoolam.tn.gov.in.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
47. Click on the Login and fill User Name field button.

48. First entered the User Name values in this field. Ex: Enter
"16020000084".

49. Entered the password in Password field. Ex : Enter "******"

.
50. Input the values in Username & Password filed then click the
Login/Signin button.
51. In the screen Window click the Human resource  Pre retirement
Icon.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
52. Click Pension Proposal  Proposal Initiation tab and Input the
Employee ID to do Proposal Process. Click Go Button and Click Action
Button.

Step Action
53. In the Screen, Click Create button in the Proposal Initiation.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
54. Next Fill the Proposal Type details & Verify the Spouse details .Then
Click Review Button.
55. Proposal Initiation is a single Level Process. It is completed
automatically after submission.
56. Review the Details and select the Approval Groups drop down in this
page. Then Click Add Attachment
button.
57. Check the List of performers and Click the Submit Button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

4.Pension Proposal HOO Process:

1.1 Initiator:

Flow Chart:

Initiator
Login into IFHRMS Application  HR  Pre Retirement

Click on Pension Proposal  Pension Proposal HOO

Enter Pension Proposal HOO Details

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Note:
1) Before Pension Proposal HOO Entry need to verify and Download Form
5 PDF with DDO sign (HRMS Pre retirement  Pension Proposal 
Reports Download pdf and Verify the details).

2) Request to add required documents in proposal HOO Attachments Page.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
31. First open the Internet Explorer Browser then type the URL
https://www.karuvoolam.tn.gov.in.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
32. Click on the Login and fill User Name field button.

33. First entered the User Name values in this field. Ex: Enter
"16020000084".

34. Entered the password in Password field. Ex : Enter "******"

.
35. Input the values in Username & Password filed then click the
Login/Sign in button.
36. In the screen Window click the Human resource  Pre retirement
Icon.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
37. Click Pension Proposal  Pension Proposal HOO tab and Input the
Employee ID to do Proposal Process. Click Go Button and Click Action
Button.

Step Action
38. In the Screen Click Create button in the Pension Proposal HOO. Select
Employee Proposal Request no. in search window.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
39. Next Fill the Pension category details. Reason for Retirement is populated
based on type selected in Retirement type entry. Then Click Review
Button.
40. If CVP Requested, then fill CVP Application Date, AG Reference
Details.

Next Verify the Spouse details based on type selected in Pension

Proposal Employee entry.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
41. Review the Details and select the Approval Groups drop down in this
page. Then Click Add Attachment
button.
42. Check the List of performers and Click the Submit Button.

4.2. Verifier:

Flow Chart:

Verifier
Login into IFHRMS Human Resource

Open Notifications Will show as Verification Pending

(Click on Notification)

Click Verify Button to Verify Pension Proposal HOO Details

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
43. Pension Proposal Employee Entry is waiting for your Verification
notification shown in the verifier level. Click the notification review the
page and click the verify button. Verifier process are completed.

4.3. Approver:

Flow Chart:
Approver
Login into IFHRMS Application Human Resource

Open Notifications Will show as Approval Pending

(Click on Notification)

Click Approve Button to Approve Pension Proposal HOO Details

Step Action
44. Pension Proposal Employee entry is waiting for Approval notification
show the Approval level. Select the notification review the page and click
the Approval button. Approval process are completed.
45. Any input values in wrong, note the comments in bottom page
Notes/Response field box, then click the Reject button.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Online Pension Proposal Form - Service Pensioner

Step Action

In Pre-Retirement – Reports-Online Pension Proposal Form

- Service Pensioner-Click Action-Enter IFHRMS Employee
ID- Continue-Submit-Monitor Request status –Normal-
Complete –View output- Report
Department Of Treasuries and Accounts, Tamil Nadu
 Online Pension Proposal Process

1. Retirement Order Process:

NOTE: Retirement order entry process only after retirement order issued
from the department then only need to update retirement order entry in
IFHRMS. (Ex : Employee retirement on 31-Jul-2023 if issue order will
update in ifhrms retirement order process)

4.1 Initiator:Flow Chart:

Initiator
Login into IFHRMS Application  HR  Pre Retirement

Click on Pension Proposal  Retirement Order

Enter Retirement Order Details

Click on Review Button for Verification

Click on Select Approval Group Button and Select Approval

Group

Click on Submit for Approval process.

Step Action
73. First open the Internet Explorer Browser then type the URL
https://www.karuvoolam.tn.gov.in.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
74. Click on the Login and fill User Name field button.

75. First entered the User Name values in this field. Ex: Enter
"16020000084".

76. Entered the password in Password field. Ex : Enter "******"

.
77. Input the values in Username & Password filed then click the
Login/Sign in button.
78. In the screen Window click the Human resource  Pre retirement
Icon.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
79. Click Retirement Order tab and Input the Employee ID to do
Retirement Process. Click Go Button and Click Action Button.

Step Action
80. In the Screen, Click Create button in the Retirement Order Details .

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
81. Type of Retirement is populated based on type selected in Retirement
type entry. Next Fill all the Order details. Then Click Review Button.
82. It is mandate to fill Permit to Retire, No Charges, No Dues Certificate
issued as Yes in case of Retirement order issued. If not Permit to retire,
then select as No. If retired based on court Pre-Justice select as Yes
without Pre Justice.

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
83. Type the Title Name & Choose File / Choose URL/Short Text/Long Text
whatever attachment type is applicable.
84. Can Add Description about attachment. Then Click Apply button to
Upload the attachment.
85. Review the Details and select the Approval Groups drop down in this
page. Then Click Add Attachment
button.
86. Check the List of performers and Click the Submit Button.

4.2. Verifier:

Flow Chart:

Verifier
Login into IFHRMS Application  Human Resource

Open Notifications Will show as Verification Pending

(Click on Notification)

Click Verify Button to Verify Pension Proposal HOO Details

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
87. Retirement Order Entry is waiting for your Verification notification
shown in the verifier level. Click the notification review the page and
click the verify button. Verifier process are completed.

4.2. Approver:

Flow Chart:

Approver
Login into IFHRMS Application Human Resource

Open Notifications Will show as Approval Pending

(Click on Notification)

Click Approve Button to Approve Pension Proposal HOO

Details

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
88. Retirement Order entry is waiting for Approval notification show the
Approval level. Select the notification review the page and click the
Approval button. Approval process is completed.
89. Any input values in wrong, note the comments in bottom page
Notes/Response field box, then click the Reject button.

1. Approved Transaction added:

Step Action
90. In the Screen, Approved Entry will be shown in the Retirement Order
Details.

Step Action
91. In the Screen, Retirement Order Entry done employee Person Type
will be changed as Ex-Employee .

Department Of Treasuries and Accounts, Tamil Nadu

 Online Pension Proposal Process

Step Action
92. End of Procedure.

Department Of Treasuries and Accounts, Tamil Nadu