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Rnlic - e Joining Kit v2

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BEEMIREDDY LOKESWARI
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32 views15 pages

Rnlic - e Joining Kit v2

Uploaded by

BEEMIREDDY LOKESWARI
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

Paysquare HR Services Pvt Ltd

PSHPL_Reliance Nippon Life Insurance Company (RNLIC)

E- Joining Kit
INDEX

Chapter 1: Log-in steps… .............................................................................................................. 1

Chapter 2: Password Reset Steps ........................................................................................... 2

Chapter 3: Joining Process………………………………………………………………………..4


1) Employee Master…………………………………………………………4
2) Nomination form Sign off……………………………………………..5
3) Appointment letter Sign off………………………………………….9
4) Documents Upload……………………………………………………..10

Chapter 4: Queries Help Desk.……………………………………………………………………………12


Chapter 1: Log-in steps
Let’s take you through login process!!!!

Step 1: Refer Paysquare Welcome mail you must have received from [email protected]

Step 2: Click on Click Here URL. It will redirect you to password Creation page.

Step 3: With the help of password policy mention on the page, create your own new password.
Enter new password, enter confirm password, enter capcha and click on submit.

Important Note:

 URL of welcome mail will expire after 7 days from the date you have received welcome mail.
 Check your inbox as well as junk mail box for Paysquare’s welcome mail.

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Chapter 2: Password Reset Steps
Not able to login, account locked, forward password…… don’t worry
you can reset your password!!!

To Reset Password
1) Click on forgot password
2) Enter your login id
3) Click on go
4) Enter Capcha.
5) Click on submit.
6) You will receive email on your email id registered which is registered with paysquare.
7) With the help of click here available in email link you can reset password.
8) Enter new password, confirm password, enter capcha and submit page.
9) Try after 5 min to login with new password.

2 3 6

4 5

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We made joining easier to give you contactless joining
process
Complete 4 modules and you are done with E-joining

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Chapter 3: Joining Process

1) Employee Master:
 Click on Employee, then click on employee master click on personal details to
update/add master details.

 Enter your personal details, contact details, pan card, Addhar card details, updated qualification
details, bank details, Address details.
 Then click on submit.
 You will receive notification of data saved successfully.

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2) Nomination and Dependence details :
 Click on Employee, click on Employee master, click on Family member tab.

 Click on Add New Member Details


 Fill up Name, Date of birth, Gender, Relationship of person you want to nominate for PF.
 Under nomination click on yes against PF and EPF add percentage.
 Then fill up address and finally click on add .

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 To download nomination form click on download nomination form2.
 Download PDF file and open this file in Adobe reader.
 To add signature click on fill & sign Tool.
 Click on place signature and enter your name.
 Click on accept and place your signature at 2 places where signature are required in
form.
 Save your nomination form in your system.
 Refer documents section to upload this.

Note: Under nomination select “Yes” if you want to nominate the member and also
specify the % of Nomination for all the particulars mentioned. Note that Total share for
all Particulars Nominees should add to 100%

Note: Any alternate Signature application can also be used to complete esign off.

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3

To Add your dependence for medi-claim, follow the same process to add your dependence.

 Click on Add new member details


 Fill-in dependence details such as name, date of birth, gender, relationship, Address details.
 From nomination list click on medi claim
 Fill-in Address details
 Click on add.
 Follow the same process to add other members details.

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3) Appointment Letter Sign off:

 Click on home page


 Select June month
 Click on Appointment letter, letter gets downloaded. Go through the appointment letter.
 Open Appointment letter in Adobe Reader.

To complete Sign off:


1) Click on fill & Sign Tool
2) Click on place signature, and Place signature at mentioned place
3) Click on Add Text and enter date.
4) Finally save this file in your system.

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4) Documents Upload :

 Upload Pan Card copy, Addhar Card copy, Qualification certificate, proof for bank details, Signed
appointment letter and nomination form.
 Follow given below steps and repeat it to complete documents upload.
1) Click on employee Master
2) Click on documents
3) Click on Add New Document
4) Select from list document for and document, add remark if required.
5) Click on Attachment.
6) Browse and click on upload.
7) You will receive notification of document upload
8) Then click on back
9) Click on save and next to add another document.
10)Repeat the step from 4 to 9 till all documents uploaded.
11)As final step click on submit, once all documents uploaded.

Click on browse select


document and click on upload

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10
Click on save & Next to
add next document

Final Page will look like this

Here you GO!!!

Your Joining process Completed.

Paysquare will validate all documents and confirm on the same. Document status appears approved
once this process completed by Paysquare

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11
Chapter 4: Query Management
Any Difficulties in completing joining process….?? Reach out Paysquare
Team

Query Management System


 To raise a query click on Queries tab.

 Click on Add New Query; Select Type of Query, priority, mention summary and detailed
description. And then save.

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 Select Priority (Mandatory fields)
a) High – Query will be resolved within 1 Business Day
b) Medium - Query will be resolved within 2 Business Day
c) Low - Query will be resolved within 3 Business Day

 Check Status of Query once it appears closed, click on “View” icon as shown below to see the
response.

View

Team Not able to raise queries on web portal due to any technical
issues????
 You can reach out us @ [email protected]
 Escalations@ [email protected]

Thank You

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