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Agenda

e-SR Update/Corrections Part- I and II

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AG Online Pension Provident Authorization System (AG-OPPAS): Benefits and Its Importance

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AG-OPPAS: Online Pension and GPF proposals Process in IFHRMS

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AG Observations, Check points, Mandatory Attachments while sending Proposals

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Bill generations from AG – Outbound data and things to check before process the bills

Do’s and Don’ts, Reports – email check

AG – Inbound and Outbound data

Exception Cases - Handled by Tickets – FAQs, Training materials

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eSR Update/Corrections Part-I and II:

Employee Raise an eSR Part-I edit request to DDO for eSR Part-I related updates/details correction.

Multiple changes in eSR Part –I entries can be requested once with reference documents as attachments

Before submission, changes in record can be viewed in My Transactions menu.

eSR Part – II entries can be done in IFHRMS System itself. All eSR Corrections will be completed and updated in eSR on completion of Approval hierarchy.

Once all eSR data updated, then it can be downloaded and attached in proposals entries.

All eSR Part –I data should be in sync with Physical SR book data including Increments, Transfers, Leaves etc.., with respective orders.

As per AG Observations, some common identified check points in eSR also need to check.

E-SR update

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eSR Correctness : Benefits and Importance

    • Serving Employees –
          • Probation details – EL Credit, Annual Increment, Advances eligibility etc..,
          • Service Details – Panel, Calculation of Qualifying Service, NQS.
          • Pay Details – Increments(Annual, Incentives), Last Pay Drawn for Pension calculation.
          • Family Details – Useful in Nomination Filing.
          • Bank details – Prompt Payment including Retirement Benefits.

OPPAS

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Key Areas to be verified in eSR - as per AG:

IFHRMS eSR Part-1 and Part-2 is to synchronize with physical SR entries i.e and data should match with physical SR entries:

  • Verify that Entries related to Transfers, Promotions, Deputations, Ousting etc.., are in chronological orders.
  • The Leave account to be verified thoroughly. It is suggested to enclose Leave Account PDF.
  • If any Disciplinary, suspension, Junior getting more pay, pay commission related changes done.
  • If any pay fixation/revision done, need to mention respective reasons or rules in fixation entries.
  • Increment entries should also be in matched with physical SR increment entries.

E-SR update

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Key Areas to be verified in eSR - as per AG:

  • The educational qualification obtained during the entire service (along with details of qualification at entry level) are to be enclosed in PDF format.
  • In school education, if the government servant denies promotion, he/she is not eligible for bonus increments. Hence denial of promotion, if any, has to be sent as PDF.
  • The Address should be noted properly with breaks, between area, district, and Pin code.

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  • Fact of Retirement to be entered and copies to be attached for like VRS, invalidation, Dismissal, Compulsory retirement cases.

E-SR update

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eSR Demo

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eSR Demo

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eSR Demo

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eSR Demo

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eSR Demo

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Online Pension and GPF Proposal Process�(AG Inbound):

Employee Submits Request for Pension Initiation through Self Service (or)

DDO office submits the Request on Behalf of the Employee

DDO office Initiates the Proposal Along with the Annexures

Once HOO Process is completed a Notification will be triggered to AG Indicating the Employees Pension Proposal

At the end of the day, the e-Data (XML) of all the proposals submitted on that day will be Generated

AG will Process and Authorize the data

An Automated process in AG system will be picking the XML data and saves in their File system(DMS)

The XML Files will be shared to AG through SFTP Server

OPPAS

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OPPAS: Benefits and Importance

    • Employee can send proposals and track in the system itself.

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    • Employee’s eSR details already in System with Qualifying service, Last pay drawn, so that G.O321 Form 5 data can be taken from system and calculation is effortless.

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    • Pension forwarding authority can forward the proposal through system to AG, so that delay in sending proposal is diminished.

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    • Necessary attachments also can be attached in Proposal entries, which enable paperless.

OPPAS

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OPPAS: Benefits and Importance

    • AG e-Authorizations also received through system as Outbound from AG – Data Correctness, Timeliness.
    • Upon receipt of eAuth. –
    • Notifications to DDO (to provide Retirement, NOC Entries)
    • SMS to Employee (to be aware and track benefits).
    • Notifications to TO/PAOs (to process, monitor & ensure timely payments)
    • On Retirement entry passed by DDO, based on Outbound data with employee numbers,
  • Bills can be generated in system for payment by TO/PAO (GPF, DCRG).
  • Pensioner ID will be created in IFHRMS.
    • On First Visit done in Pension Treasury, pensioner benefits payments can be done through pension treasury like CVP, Pension.

OPPAS

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OPPAS:

OPPAS

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OPPAS:

OPPAS

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OPPAS:

OPPAS

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OPPAS:

OPPAS

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Online Pension Proposal (Process):

Employee’s Pension Proposal Request:

  • Employee’s Request for Pension Proposal is captured as shown below
  • Spouse Details, Bank and Qualifying Services are displayed. For Single PPO, Family details not required.

OPPAS

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Online Pension and GPF Proposal:

Pension Initiation:

  • Initiation Entry is made to capture Proposal Type (Service Pension/ Family Pension/GPF)

OPPAS

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Online Pension and GPF Proposal:

Annexure Attachments:

  • Checklist for the Annexures are captured in the system and the documents can be attached.

OPPAS

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Online Pension and GPF Proposal:

Reports:

  • Run the Proposal Form reports in Pre-retirement 🡪 Reports.

OPPAS

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Online Pension and GPF Proposal:

Pension Proposal HOO:

  • The Final HOO Proposal Details are Captured in this screen and the calculated Pension, Commutation and Gratuity are displayed for verification.

OPPAS

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Online Pension and GPF Proposal:

Pension Proposal HOO:

  • The Documents have to be attached against the relevant attachment category only.

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  • For eg. DCRG Nomination copy attached.

OPPAS

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Online Pension and GPF Proposal:

Pension Proposal HOO:

  • Validations that ensures the mandatory documents attachments

OPPAS

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Key Areas to be verified in eSR - as per AG:

IFHRMS eSR Part-1 and Part-2 is to synchronize with physical SR entries i.e and data should match with physical SR entries:

  • Verify that Entries related to Transfers, Promotions, Deputations, Ousting etc.., are in chronological orders.
  • The Leave account to be verified thoroughly. It is suggested to enclose Leave Account PDF.
  • If any Disciplinary, suspension, Junior getting more pay, pay commission related changes done.
  • If any pay fixation/revision done, need to mention respective reasons or rules in fixation entries.
  • Increment entries should also be in matched with physical SR increment entries.

OPPAS AG POINTS

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Key Areas to be verified in eSR - as per AG:

  • The educational qualification obtained during the entire service (along with details of qualification at entry level) are to be enclosed in PDF format.
  • In school education, if the government servant denies promotion, he/she is not eligible for bonus increments. Hence denial of promotion, if any, has to be sent as PDF.
  • The Address should be noted properly with breaks, between area, district, and Pin code.
  • The main document e-SR has not been uploaded and in the absence of the same, pensionary benefits could not be worked out.
  • Descriptive Roll PDF, should be given.
  • Fact of Retirement to be entered and copies to be attached for like VRS, invalidation, Dismissal, Compulsory retirement cases.
  • Get counter sign from DDO/HOD (Pension Forwarding Authority) in ESR Part 1 & 2 copies also.

OPPAS AG POINTS

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Online Pension and GPF Proposal:

e-Data (XML) Integration with AG:

  • At the End of the day an XML file will be generated (for proposals submitted on that day) and shared to AG through SFTP Server.
  • In AG file System, the XML will be processed.
  • A folder with Employee number will be created and the respective documents with file name convention will be placed inside.
  • This data and attachments are accessible in the DMS in AG.

OPPAS

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Online Pension and GPF Proposal:

e-Data (XML) Integration with AG:

  • Attachments in DMS will be shown as in below screen.

OPPAS

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OPPAS (AG Outbound):

From Outbound e-Data from AG, Pension, DCRG Authorizations entries created against employees and GPF DCRG bills generated as Draft.

A notification also sent to DDO for NOC submission and Treasury Officer to verify the AG Authorization in IFHRMS

Once Authorization is Verified, Get NOC/Recovery details from DDO to process GPF, DCRG bills.

Verify the Draft Bill (Bill Amount, Beneficiary details). Recovery lines shall be added and shall not be admissible to edit excess amount other that AG authorized.

If any Mismatch/Wrong info in Authorizations, Authorizations revert to AG with remarks and Draft bills also cancelled.

After approval process, payment batch will be processed, and payment details updated in 81 Register.

Once bill details verified, three level Approval process is done in treasury side with DSC.

Payment Details will be shared with AG and updated in e-SR.

OPPAS

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Online Pension and GPF Proposal:

e-Data (XML) Outbound from AG for Authorized proposals:

  • For e-Authorization received from AG (with Employee ID), Authorizations of Pension, DCRG entry will be created against the Employee ID.
  • On attaining the Actual retirement as well retirement order entry passed by the DDO, Pensioner ID will be created.
            • SMS will be sent to the pensioner.
            • Notification will be triggered to the respective treasury and DDO.

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  • GPF, DCRG Bills will be auto generated in Draft status to the respective Treasury/PAO.
  • The respective Treasury shall validate the generated bill against the authorization and submit for 3 level approval process.

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  • Manual Authorization Register also maintained in treasury, to track DCRG (81-Register) and GPF bills.
  • In the Auto Generated bills, authorized amount cannot be editable and Bill initiator shall add the recovery lines in the bill as per NOC/Recovery details shared from DDO.

OPPAS

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Online Pension and GPF Proposal:

e-Data (XML) Outbound from AG for Rejected Proposals:

  • Outbound data for Rejected Pension proposals to be provided by the AG,
            • On receipt of rejection outbound data, notification will be sent to respective DDOs and employee.
            • DDOs has to reprocess the pension proposal and send the rectified e-Data to AG.

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e-Data (XML) Outbound from AG for Offline Proposals:

  • For e-Authorization Data without Employee ID, a WebADI enabled to respective treasury for mapping the Employee ID against the PPO no. for bill generation.

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  • Authorization validity :
            • GPF – 6 Months
            • DCRG - 1year.

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  • Notification will be triggered to DDO, TO, employee and AG on Expiry of Validity.

OPPAS

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Online Pension and GPF Proposal:

Erratum/Return for eAuth. From AG Outbound for Corrections:

  • Erratum/Return to AG, will be sent to AG for data corrections in any below eAuthorizations like Treasury name corrections, employee’s basic details corrections etc..,.

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            • Pension
            • DCRG
            • CVP

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OPPAS

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OPPAS

DO's

DON’T's

E-SR Part-I and II data should be sync with Physical SRs

Do not miss, any eSR entries or necessary attachments/orders since AG validating those.

Before Doing entry Run the Form5 Prefilled report and verify the Details in report of Employee and Spouse, if found any wrong, can be corrected in employee profile.

Don’t missed any basic details of Employee / Spouse like AADHAR, PAN, Contact Address, A/C details as per GO321 Form5 required details.

Spouse details is Mandate for Joint PPO cases.

Don’t proceed without spouse nominations for Joint PPO cases, System will not allow.

Do add Family members with A/C details, so that can be able to add Nominations. So, Nominations will be shown in Form5.

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Check the DOJ, DOR so that GQS will be shown fine. If any Non-QS applicable for an employee, do the respective Leave/Suspension/Ousting entries in e-SR

Don’t miss the Non-QS entries since it will not calculate the Non-QS Period.

Do verify that Leave details extract, and other mandatory documents are attached in Proposal entries

Don’t Send proposals without mandatory attachments, which leads to rejection or return of the proposals from AG.

Paste the OPPAS Acknowlegement Slip in Physical SR book with eSR Sent on date, validate Employee Number and PF no. in Slip and then send to AG

Don’t Send Physical SR book to AG without OPPAS Acknowledgment Slip.

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E-Mail Check:

OPPAS

  • An Automated e-Mail with GPF/DCRG Authorizations details sent to all Treasuries/PAOs.

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  • E-Mail details will also show bill generated, pending with Retirement completed details.

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  • For AG e-Authorizations without Employee Number – can be updated through WebADI enabled in Treasury Admin.

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  • For Retirement entry Not completed cases, TO/PAOs share with DDOs to process the Retirement entries in IFHRMS.

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FAQs and Training Materials:

OPPAS

  • Exception Cases - Handled by Tickets for Bill generation of Nominee beneficiary cases.

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Thank You!!!

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