How-to
Download the investment declaration (admin level)
HRStop lets you, as an admin, download employees' investment declarations in the following ways:
Follow these steps to download the investment declaration at admin level (in CSV format):
Navigate to Control Panel → Payroll → Investments.
Click the Filter drop-down in the middle of the page. A new page opens, showing the fields to fill in.
Select the Financial Year for which you want to download investment declarations.
Select the Status (All/ Submitted/ Rejected...). This determines which entries are downloaded.
Select the level of detail in the file under Type (Summary/ Detailed).
Click the Export button to download the file.
The file with the investment declaration details downloads in CSV format.
Follow these steps to download the investment declaration at admin level (in PDF format):
Navigate to Control Panel → Payroll → Investments.
On the page that opens, click the employee's employee code, then click the Form12BB button in the navigation bar. On the new page, click the Download button in the action bar. The employee's investment declaration downloads as a PDF file.
Follow the same steps to download the investment declarations of other employees.