How To File Monthly Contribution
How to create Challan
Insurance Revenue-Monthly Contribution User Manual
Steps to Login into ESIC portal
1. Collect the User-Id and Password from ESIC Officials. After receiving the User-Id and Password, please open ESIC portal using Internet Connection. ESIC Portal www.esic.in. 2. In UserName Textbox please enter the username. In Password Textbox, please enter the password. 3. Click on Login button Figure-1
Insurance Revenue-Monthly Contribution User Manual
On Successful Login
1. The application displays the hyperlinks under each of the modules.
On clicking it redirects to specific section. Click on Update Employer Details link to check the Name of the Company/Address of the Company. Ensure the details are correct before you proceed with New Registration and Filing Monthly Contribution. Figure-2 2. 3.
Insurance Revenue-Monthly Contribution User Manual
Checking Employer Details 1. If Employers Details are correct then Employer is ready to Register New IP and Filing Monthly Contribution. 2. Else
1. Employer should EDIT the details, to update the correct information. 2. Employer may Select from the drop-down provided. Select the necessary and Click on EDIT. 3. Make the changes. If anything else to be changed then repeat step 2. 4. On submission the updated details will reach to ESIC Official for approval. 5. ESIC official will verify the details and then approve the changes. 6. On approval the Employer can go ahead and file the contribution.
Figure-3
Select from Drop-down Click on Edit to modify details
Insurance Revenue-Monthly Contribution User Manual
Figure-4
Select from drop-down
Click on Edit to modify details
Submit after changes
Insurance Revenue-Monthly Contribution User Manual
Steps to do before filing MC
1. Main unit Main Unit can file contribution for Employees who are with the main-unit only. 2. Sub-unit Sub-unit can file contribution for Employees who are assigned with sub-unit. 3. Main-unit if desires to file contribution for sub-unit then main-unit should login with sub-unit user-id and password. 4. Ensure the current IPs available with Employer are mapped in the System. To check this do the following.
1. Data Migration/Insert IP Details Download Existing IPs & Find out Missing IPs
2. Data Migration Insert IP Details ( This is valid for only those IPs who already have Insurance Number but the data is missing against the employer) 3. Make sure all the new Employees(Those who doesnt have Insurance Number) are registered for the Employer - Register New IP
Insurance Revenue-Monthly Contribution User Manual
Checking IPs associated with the Employer is the system 1. Click on Insert IP Details Link. 2. You will get another window to download Insured Persons(IPs) Figure-5
Insurance Revenue-Monthly Contribution User Manual
1. Click on Download button to download IPs detail 2. A pop up opens, Click Save button to save the IPs detail, also specify the location to save this file. 3. Open the excel sheet to View the list of IP associated with Employer. Figure-6
Insurance Revenue-Monthly Contribution User Manual
1. Employer may find everything correct or some IP missing, some incorrect IP present in the list. 2. In case IP is missing, employer can Insert the IPs which is explained later. 3. Incorrect IPs can be removed from the list while filing contribution. Figure-7
List of Ips with the Employer displayed
Click on Insert
Insurance Revenue-Monthly Contribution User Manual
Inserting IP into the Employer list
1. Employer can Insert one by one using the screen. 2. Employer can download the template. Provide the details and upload up to 500 Employees at a time. Figure-8
Insert IP by Providing details
Figure-9
Upload IPs in Bulk using Excel sheet
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Registering New Employee into ESIC Generate Insurance Number 1. 2. 3. Click on Register New IP link. You will get another window to register new Employees. Employer Code will populate by default. Employer should select continue to load IP Registration Page.
Figure-10
Figure-11
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Registering New Employee Employee has Insurance Number generated by Previous Employer 1. 2. 3. 4. Check on Yes is IP already registered . Provide the Insurance Number Date of Appointment(DOA) (Note Date of appointment is the date when the employee is employed by you) Click on continue to load IP Registration page.
Figure-12
Figure-13
Enter Insurance Number & DOA
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Registration Page Fill the details and click on Submit to generate the Insurance Number. Figure-13
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Filing Monthly Contribution Go to the ESIC tab; then click this option to file the contribution of the employer for the particular month
Figure-14
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You will be redirected to this Monthly Contribution page select the contribution period- month , year contribution details type from the drop down (Select Monthly Contribution)
Figure-15
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There are two ways to file contribution. 1) Excel Upload 2)Online Entry of Contribution
Figure-16
1) Excel Upload:
(a)Click Download Excel Template, you will get an Excel sheet & save it
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Creating an Excel sheet Instructions
Enter the IP number, IP name, No. of Days, Total Monthly Wages, Reason for 0 wages(If Wages 0) & Last Working Day(if employee has left service, Retired, Out of coverage, Expired, Retrenchment) Excel sheet upload will lead to successful transaction only when all the Employees(who are currently mapped in the system) details are entered perfectly in the excel sheet. In case an Employee is missed out, the excel upload will throw suitable error to add particular Employee. In case IP Number is entered wrongly(less than 10 digits) Excel upload will throw error to modify the IP Number. Calculations IP Contribution and Employer contribution calculation will be automatically done by the system. Proper reasons are to be provided by the employer in case the Employer is mentioning 0 wages and 0 days worked against an employee. Reasons are assigned numeric code(Refer Figure 12) and date has to be provided as mentioned in Figure 12. Employer should note that Date column should be in Text format. (dd/mm/yyyy).
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Figure-17
(c)Click the browse button & specify the location then click Upload.
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2)Online Entry of Contribution:
(a)Click on Submit button to get the IPs list in the next page Figure-18
(b)Enter the No. of days, Total monthly wages & then click next button for filing details in next page. Employee Contribution will be calculated and displayed. This is rounded to next higher rupee. Figure-19
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(c)Click Save button, so that Employer can make changes later on or provide details of remaining IPs contribution within 15 days. Figure-20
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(D)After entering all the contribution data in all the pages, submit the details by clicking Preview button, you will get Contribution Submission Summary Page Figure-21
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(E)By clicking Submit button, Contribution will be Submitted and you will get Create Challan Link. (Please note-Once Contribution is submitted it cant be modified. Employer can modify details only by filing supplementary contribution(to be explained later). Figure-22
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(F)Click on Create Challan Link, if you want to create a challan or you can create the challan from revenue menu (which is given in later slides) Figure-23
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Upon clicking on View button, you will be navigated to Create Challan Page
You will be redirected to below page Figure-24
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Select the Checkboxes, enter the amount, click payment mode & then click Submit button Similar to this select the options, after clicking you will be redirected to challan creation page Figure-25
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Enter the necessary fields and click on submit to create challan Figure-26
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This Page shows Challan creation in Cash Mode
Figure-27
This Page shows Challan creation in Cheque / DD Mode(Entering Cheque/DD Details not mandatory) Figure-28
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Click on submit to create the challan in cash mode Figure-29
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You will be redirected to Challan creation success page. Click on print for getting challan print out
Figure-30
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Challan Format
Figure-31
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Generate and Print Challan from main page
Figure-32
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Upon clicking on View button, you will be navigated to Create Challan\Payment dues Page
Figure-33
After this follow activities from slide 24-30 for challan printing
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Modify Challan
Figure-34
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Modify Challan
Figure-35
Select Challan created month & year
Click View
Figure-36
Insurance Revenue-Monthly Contribution User Manual
Click on Challan
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Figure-37
Modify Challan
Modify Details
Submit & then Print
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View Contribution History
Figure-38
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View Contribution History
Figure-39
Select Month & Year
Click View
Figure-40
Click Print
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Filing Supplementary Contribution
Employer can file supplementary contribution only when Employer has already filed Monthly Contribution. Employer can modify Contribution Amount by submitting Supplementary Contribution. Supplementary Contribution can be filed multiple times. Supplementary Contribution will increase contribution amount due. No way contribution amount submitted during monthly contribution will reduce. Click on File Monthly Contribution.
Figure-41
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Filing Supplementary Contribution
Figure-42
Month & Year Select Supplementary Contribution
Employer should select Month and year. Select Supplementary Contribution Click on Submit to redirect to supplementary contribution page.
Figure-43
Click on Add more Enter Insurance Number
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Filing Supplementary Contribution - Case 1
Employer has already submitted the monthly contribution. Employer wants to modify wages and number of days worked for 1 or more IP for whom contribution already submitted. Employer should enter the Insurance Number for which contribution to be modified. IP with insurance number should be present in Employer list. Employer to provide the updated Wages for the Employee. Example IP (1100456791) Monthly Contribution submitted. In MC given Wages 22 days , Rs 4500. But IP has worked for 25 days and earned Rs 5000. Employer should file supplementary contribution and enter 25 days and Rs 5000 for the IP. Employer can use Add More option to add more IPs and update their contribution amount. After submission Contribution due will be automatically updated by the system. Example After filing Monthly Contribution Amount Due Rs 7500 After filing Supplementary Contribution Amount Due will increment suitably by the system automatically. After filing Supplementary Contribution Employer can create challan in similar way.(slide 24-30) Insurance Revenue-Monthly Contribution
User Manual
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Filing Supplementary Contribution - Case 2
Employer has already submitted the monthly contribution. Employer wants to add an IP who was missed unfortunately while filing monthly contribution. Employer should first Insert the IP or Register the IP. Employer should enter the Insurance Number for which contribution to be modified. Employer to provide Wages for the Employee. Example IP has worked for 25 days and earned Rs 5000. Employer should file supplementary contribution and enter 25 days and Rs 5000 for the IP. Employer can use Add More option to add more IPs and update their contribution amount. After submission Contribution due will be automatically updated by the system. Example After filing Monthly Contribution Amount Due Rs 7500 After filing Supplementary Contribution Amount Due will increment suitably by the system automatically. After filing Supplementary Contribution Employer can create challan in similar way.(slide 24-30)
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Generating Challan Supplementary Contribution
After submission of Supplementary Contribution Payment due will be automatically updated by the system. Example After filing Monthly Contribution Amount Due Rs 7500 After filing Supplementary Contribution System will calculate the extra amount (contribution) for the employer. For Ex: Extra contribution is Rs 1200. System will update the Amount due Rs 7500 by adding the extra amount. Amount due will have updated value of Rs 8700.
Employer can create challan in similar way.(slide 24-30). If Employer hasnt created challan yet, Employer can create challan for full amount and submit the same. Employer has already created challan for earlier amount. Employer will create another challan for balance amount. Continuing the example Employer will have one challan for Rs 7500 and another challan for Rs 1200. So total challan value becomes Rs. 8700.
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Left Employee
Employer can use Left Employee to indicate Employee who are no more in service. Figure-44
Figure-45
Enter IP Number
Search
Figure-46
Select & Proceed
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