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2 USER MANUAL for PFMS Pension Module Prepared by: Ritu Sharma

3 Contents 1. Quick Action Menu Introduction Pension Case received through Bhavishya Superannuation Pension Case...5 Validations: Family Pension Case...19 Validations: Manual Case Superannuation Pension Cases...32 Logic Flow: Validations: Logic Flow: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Family Pension Cases...57 Logic Flow: Validations: Logic Flow: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Voluntary Retirement Pension Cases...79 Logic Flow: Validations: Logic Flow: Validations: Validations: Validations:... 84

4 Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Validations: Return Flow of Manual Case Return Flow of Pension Cases received from Bhavishya DSC e-ppo List Pension Reports Dashboard MIS Reports Annexure I...114

5 1. Quick Action Menu Sr. No. Name of Screen Action 1. Create Pensioner>Pensioner Details Create New Pensioner case 2. Manage Pensioner> Search Pensioner Search Pensioner(Manual case/bhavishya Case/Revision Case) via input fields on the screen. Manage Pensioner >Pensioner View and edit Pensioner Personal details Details 3. Manage Pensioner> Pensioner Summary Details Display Form name(s) and Form status with link based access. 4. Manage Pensioner> Pensioner Contact Details Capture Inputs for Pensioner Contact details, Present Address, Permanent Address, Photo, Joint Photo, 5. Manage Pensioner> Pensioner Service Details 6. Manage Pensioner> Pensioner Family/ Nominee Details 7. Manage Pensioner> Pensioner Family Contact Details 8. Manage Pensioner> Pensioner Nominee Details 9. Manage Pensioner> Pensioner Bank Details 10. Manage Pensioner> Pensioner NQS Details 11. Manage Pensioner> Pensioner AQS Details 12. Manage Pensioner> Pensioner Salary Details 13. Manage Pensioner> Pensioner Commutation and Medical Allowance Details 14. Manage Pensioner> Pensioner Gratuity Recovery Details 15. Manage Pensioner> Pension Calculation Sheet Signature Capture Inputs for Pensioner Service details Capture Inputs for Pensioner Family details and Nominee Contact details(if any) Capture Inputs for Pensioner Family Contact, Disability(if any), Co-Authorization details along with Family member Photo, signature, Disability Certificate(if any), Co-Authorization Certificate Capture Inputs for Pensioner Nominee details and alternate nominee details like share percentage of Nominee Capture Inputs for Pensioner Bank details along with Spouse Signature and Undertaking Capture Inputs for Pensioner Non Qualifying Service details Capture Inputs for Pensioner Additional Qualifying Service details Capture Inputs for Pensioner Salary details Capture Inputs for Pensioner Commutation, Medical Allowance, Penalty details Capture Inputs for Pensioner Withheld Gratuity Amount, Gratuity Recovery details Displays either invalid/incomplete entries or calculation sheet. Provision of Freezing the case on this screen. For only Bhavishya cases, there is calculation decision option to select. 16 Pensioner Case Forwarding Select the Forms, write Remarks (if any). There is a provision to pass or return the case with reason of returning the case. There is view link to see calculation sheet

6 2. Introduction Pension module in PFMS has provision of either obtaining the Retiree/Pensioner data electronically from Bhavishya application of Department of Pensions (Desirable) after the data verification from Head of office (automatic fetching of data) or capturing the data manually by PAO Office. 3. Pension Case received through Bhavishya 3.1 Superannuation Pension Case Login at DH Level 1. When System receives Pension cases from Bhavishya, a File Number is allotted against each pension case and DH processes these pension cases via Pension >- Manage Pensioner. 2. All Pension Cases received from Bhavishya are available in orange color on Search Pensioner Form. 3. On clicking the pension case from the above screen, Pensioner Summary Details Form comes up as displayed below. None of the Form is editable. DH user can only view all the details by clicking on the links of each Form.

7 4. On clicking each Form link, all the pre-filled following Forms are displayed below. All the update/save buttons are disabled. User can only navigate via previous and next Forms by clicking on the respective buttons. (a) Pensioner Personal Details

8 (b) Pensioner Contact Details - (c) Pensioner Service Details -

9 (d) Pensioner Family/ Nominee Details User can view the details on clicking View button available under the grid. (e) Pensioner Family Contact Details- User can view the details on clicking View button available under the grid.

10 (f) Pensioner Nominee Details (g) Pensioner Bank Details

11 (h) Non Qualifying Service (i) Additional Qualifying Service

12 (j) Pensioner Salary Details (k) Pensioner Commutation and Allowance Details

13 (j) Pension Calculation Sheet- DH User can compare PFMS and Bhavishya calculation, save and freeze to forward and proceed further. DH User can select all Form status and select the Calculation decision from the dropdown. Pass button is enabled only if calculation decision is Both PFMS and Bhavishya Calculations correct. Also remarks can be mentioned. DH User can pass or return the case to AAO. Similarly, AAO return the case to PAO with the return reason and PAO return the case to Head of Office(HOO). Pension cases returned by PAO, will be available at HOO login in Bhavishya Portal along with returning reasons. HOO can resubmit the case after rectification of observations of PAO in Bhavishya. Once, resubmitted by HOO through Bhavishya the case will be available in Manage pensioner at DH level.

14 End of DH Level

15 Login at AAO Level 1. All the pension cases of Bhavishya passed by DH User are available at AAO Level under Pension >- Manage Pensioner menus. 2. AAO User verify the case and pass/return the case to PAO Level along with remarks and calculation decision End of AAO Level

16 Login at PAO Level 1. All the Pension cases passes by AAO are available on Search Pensioner form which can be navigated via Pension >- Manage Pensioner 2. After PAO pass the case, following message is displayed showing that Pension case is passed and available for PPO Number generation. These cases can be accessed from PPO Allotment screen for PPO Number generation, e-ppo generation and DSC. 3. Here are the Figures showing the sequence of generation PPO Number, e-ppo generation and Digital signing of the e-ppo. STEP-1 PPO Number generation Click on Get PPO Number from CPAO after filling in the DDO code, file no, Pensioner Name

17 STEP-2 e-ppo generation Click on generate e-ppo Button application. STEP-3 DSC process on IE 11 ( DSC can only be done on IE 9 or above versions) (1) On clicking Digitally Sign Button, it downloads an application and asks to run the

18 (2) Select Certificate (3) Confirm dialog box appear, click on yes to sign in

19 (4) Enter the User PIN and click on Login (5) Digital signing is successful and its confirmation appears in a dialog box. Validations: DSC can be done only on Internet Explorer(IE) version 9 or above. DSC should be registered at PFMS and approved for Pension Authority by PAO. After Bill is passed to PAO, bill will be available to Receive option of Sanction Module like any other Bill End of Bhavishya case at PAO Level

20 3.2 Family Pension Case Login at DH Level 1. When navigated via Pension >- Manage Pensioner, Search Pensioner Form comes up where all Pensioners are available by default on this screen. 2. Pensioners can be searched on Search Pensioner Form by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name or Case Type or Pension Class. 3. On clicking the Family Pension case from the above screen, Pensioner Summary Details Form comes up as displayed below. None of the Form is editable. DH user can only view all the details by clicking on the links of each Form.

21 4. On clicking each Form link, all the pre-filled following Forms are displayed below. All the update/save buttons are disabled. User can only navigate via previous and next Forms by clicking on the respective buttons. (a) Pensioner Personal Details

22 (b) Pensioner Contact Details (c) Pensioner Service Details

23 (d) Pensioner Family/ Nominee Details (e) Pensioner Family Contact Details

24 (f) Nominee Details (g) Bank Details

25 (h) Non Qualifying Service Details (i) Additional Qualifying Service Details

26 (j) Pensioner Salary Details (k) Commutation and Medical Allowance Details

27 (l) Pension Calculation Sheet End of DH Level

28 Login at AAO Level 1. All the Family Pension cases passed by DH are available on Search Pensioner form which can be navigated via Pension >- Manage Pensioner 2. After AAO pass the case, following message is displayed showing that Pension case is passed to PAO.

29 Login at PAO Level 1. All the Family Pension cases passed by AAO are available on Search Pensioner form which can be navigated via Pension >- Manage Pensioner. 2. After PAO pass the case, following message is displayed showing that Pension case is passed and available for PPO Number generation. 3. Now PAO passed cases can be accessed from PPO Allotment screen for PPO Number generation, e-ppo generation and DSC. 4. Here are the Figures showing the sequence of generation PPO Number, e-ppo generation and Digital signing of the e-ppo. STEP-1 PPO Number generation Click on Get PPO Number from CPAO after filling in the DDO code, file no, Pensioner Name

30 STEP-2 e-ppo generation Click on generate e-ppo Button application. STEP-3 DSC process on IE 11 ( DSC can only be done on IE 9 or above versions) (1) On clicking Digitally Sign Button, it downloads an application and asks to run the

31 (2) Select Certificate (3) Confirm dialog box appear, click on yes to sign in

32 (4) Enter the User PIN and click on Login (5) Digital signing is successful and its confirmation appears in a dialog box. Validations: DSC can be done only on Internet Explorer(IE) version 9 or above. DSC should be registered at PFMS and approved for Pension Authority by PAO. After Bill is passed to PAO, bill will be available to Receive option of Sanction Module like any other Bill End of Bhavishya case at PAO Level

33 4. Manual Case 4.1 Superannuation Pension Cases Login at DH Level 1. DH (at PAO Office) initiates by making entries after scrutiny of Pension case and hence create Pensioner. 2. After all Personal details of Pensioner are captured and saved, File number is generated and pension case is passed to AAO and then PAO respectively. 3. Manually created pensioners can be searched on Search Pensioner Form under Pension >- Manage Pensioner menus and Manual Pension cases are available in Blue color. a) STEP 1: For creating Manual Pension Case, navigate via Pension >- Create Pensioner

34 Logic Flow: 1. When User select Type of Pension from the dropdown, Pension class as Superannuation Pension is displayed against the selection of type of pension. 2. Select the DDO Code, Title, Nationality, Blood Group and Religion from the dropdown. 3. Make entry in the corresponding fields of PAN number, First Name, Middle Name, Last Name, Aadhaar Number, Date of Birth, Spouse Name, Father s/husband s Name, Mother s Name, Identification Mark1, Identification Mark2, Employee Code and Emp Code/Force Number. 4. Choose from the fields of Gender and Have Family. 5. Click on Save to save the Pensioner s personal details and all the fields will become empty if clicked on Reset. 6. After submission of form, message highlighted in red color appears on the top of screen displaying the File number which is generated against the pensioner.

35 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. PAN number should be unique and valid. Aadhaar number should be unique and valid. b) STEP 2: After creating Pensioner, navigate via Pension >- Manage Pensioner menu options to process the Superannuation pension cases Logic Flow: When clicked on Manage Pensioner, Search Pensioner Form comes up where all manually created Pensioners are available by default on this screen. Pensioners can be searched on Search Pensioner Form by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name or Case Type or Pension Class.

36 Color coding for different Pension cases is given at the bottom of the screen which shows the status as shown below: Manual Case Bhavishya Case Revision Case 1. Click on the Pensioner Details whose User want to process the pension case, Pensioner Summary Details Form is displayed as shown below with Form Name and Form Status. User can view all the filled forms details of selected Pensioner with Status. User can select and view the filled detail of any Form on clicking the same. Every Form displays Pensioner Name, DDO Code, File Number, PAN number, Pension Class on the top of the Form.

37 2. When User selects Pensioner Details on Pensioner Summary Details Form, Personal details Form comes up showing Personal Details where user can Add, Edit and Update the Personal details and click on Next for browsing and filling further forms. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. PAN Number and Aadhaar Number should be unique and valid.

38 3. Next is Pensioner Contact Details, user can Save Contact Details or navigate via previous or next button. Contact Details: Make entry in the corresponding text fields of Mobile number, Alternate number and . Present Address: Make entry in the corresponding text fields of Address Line1, Address Line2, City, State, District and Pin Code. Permanent Address: Tick on checkbox if Permanent Address is same as Present Address. If not, then make entry in the corresponding text fields of Address Line1, Address Line2, City, State, District and Pin Code. Upload Photo, Joint Photo and Signature. User can view the uploaded Photo, Joint Photo, Signature by clicking View link after clicking Edit available under grid option as shown below:

39 After filling all the mandatory fields viz. Address Line1, State, District in both Present Address and Permanent Address, Photo, Joint Photo, Signature, user can save the form by clicking on Save. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. There should not be a duplicate Id. Photo, joint photo and signature size should not exceed the limit of 70KB. Photo instructions need to be considered. Find the photo instructions in the Annexure I.

40 4. Next is Pensioner Service Details, here user can Save, Update Service details and navigate via previous or next. Select the dropdown for Service Type, Retirement Type, Designation, Office Name, DA Type. Make entry in the fields like Service Type, Retirement Type, DOJ, Date of Superannuation & Date of Retirement, Designation, Office Name on this Form. Select the option against the fields Whether any family pension receiving (By default it is No, if user choose Yes, it will prompt for text field asking for Source of Family Pension and Family Pension Amount as shown in Figure below), Military Pensioner, PPO Booklet Through, Case is Exceptional (If case is Exceptional is YES, it will prompt for a text field asking for Exception Case Remarks as shown in Figure below) Select the checkbox if needed for Supreme Court Judge/CAG (If this field is checked, Commutation % can be up to 50% and expenditure will be booked under (Charged Head)) and Whether more than one family pensioner. After filling all the mandatory fields viz. Service Type, Retirement Type, Date of Joining, Date of Superannuation, Date of Retirement, Designation, Office Name, user can save the form by clicking on Save. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Minimum age of joining should be 18 years.

41 5. Next is Pensioner Family/ Nominee Details Select the option from the dropdown for the fields like Title, Relationship with Govt. Servant, Marital status, Nationality. Make the entries in the fields for First Name, Middle Name, Last Name, Date of Birth, Identification Mark, PAN, Guardian Name, Guardian Address, Aadhaar No. Choose for the fields viz. Is Dependent, Is Disable, Family Pensioner, Is Co_Authorized, Part of Family. After filling in all the details, User can save family details on clicking Add and Save on the bottom of the Form. Also user can navigate via previous and next Forms using buttons given next to save button. User can view/edit and delete family details by clicking on Edit and Delete respectively under the grid option. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. If Is Co_Authorized field is YES, then it is mandatory to upload Co-Authorization Certificate in next form Pensioner Family Contact Details. Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively.

42 6. Pensioner Family Contact details Contact Details: Select the option from the dropdown of the fields viz. Family Member, State, District. Select the checkbox for the fields either from Same as Pensioner Present Address or Same as Pensioner Permanent Address. This selection will fill the existing address automatically. Make the entries in the fields viz. Address Line1, Address Line2, City, Pin Code, , Mobile No, Alternate Number. Upload Photo and Signature of the family member. Disability Details: Select Type of Disability and Nature of Disability from the dropdown. Upload Disability Certificate. Co-Authorization Details: Upload Co-Authorization Certificate if Is Co_Authorized field is YES. User can save Family Contact details on clicking Add and then Save on the bottom of the Form. Also user can navigate via previous and next Forms using buttons given next to save button. User can view the uploaded Photo, signature, Disability Certificate (if any) and Coauthorization certificate (if any) of selected family member on clicking View link after clicking edit button available under grid option. User can view/edit and delete family contact details by clicking on Edit and delete respectively under the grid option and finally click on Save to save the changes. Added details are displayed in the grid on the bottom of the Form.

43 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Photo, signature size should not exceed the limit of 70 KB. Disability Certificate and Co-Authorization Certificate should be in pdf format and their size should not exceed the limit of 500 KB. Always select Save the Edit/Update/Delete buttons respectively. for every action like Add/Edit/Update/Delete after clicking on 7. Pensioner Nominee and alternate Nominee Contact details Nominee Details: Select the Nominee and Nomination for from the dropdowns. Make the entry in the fields of Nomination Letter no., Nomination Date, % age share to be paid, Contingencies on happening of which nomination shall become invalid. Click on Add and then Save to save the details. Alternate Nominee Details: Select Nomination for and Alternate Nominee from the dropdown. Make the entry in the fields: % age share to be paid. Click on Save to save the details. User can view the added Nominee Details with (%) of share to be paid by selecting the Edit under grid. User has to merge (Click on Merge button) after adding nominations and then click on Save. Make sure that the sum of nominations of all nominees should be 100%. For e.g. Let s assume nominees are A, B Gratuity for A is 50% Gratuity for B is 50% Hence sum of % of gratuity of A and B is 100 % Similarly, alternate Nominee Contact details can be saved by clicking on Save. Added details are displayed in the grid on the bottom of the Form.

44 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Sum of Nomination share percentage should be 100%. Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively. 8. Pensioner Bank Details Enter the BSR Code in the text field and following fields will populate based on the BSR Code selection: Bank Name, Branch Address, Branch State, Branch District, Branch Pin Code, IFSC Code. Make the entries in the fields viz. City, Account Number, Spouse Identification Mark. Choose from Type of Bank A/C. If Type of Bank is chosen as Single, enter Reason and Remarks for Single A/C as shown in (Figure A) If Type of Bank is chosen as Joint, enter Spouse Verification Mark and upload Spouse Signature as shown in (Figure B) Upload Undertaking for recovery of excess payment. For saving all the above Bank Account Details of the Pensioner click on Save

45 Figure A Figure B Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Spouse signature size should not exceed 70KB. Undertaking for recovery of Excess payment (pdf size should not exceed 500KB) Similar Account number should not be entered for the same bank/branch (BSR Code). 9. Pensioner Non Qualifying Service Details User can view if any NQS details available for a Pensioner on this Form under the tenure of Service (Date range: Joining Date & retirement/death Date) Select Type of NQS from the dropdown.

46 Enter From Date and To Date, Days field will populate automatically. Joining Date & retirement/death Date will be displayed on the top right corner of the grid. Click on Add and then Save to save the NQS Details. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. From Date and To Date should lie between Joining Date and Retirement/Death Date range. 10. Pensioner Additional Qualifying Service Details User can view if any AQS details available for a Pensioner on this Form. Select Additional Qualifying Service from the dropdown. Enter the Year, Month and Days field. Click on Add and then Save to save the AQS Details. Added details are displayed in the grid on the bottom of the Form.

47 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. 11. Pensioner Salary Details User can view the Last 10 months Salary details of any Pensioner within the defined Date Range (Salary from Date & Retirement Date) by clicking on edit button in the grid. Select Pay Commission, Pay Scale, Index No from the dropdown options. Basic Pay will be auto filled after selecting Index No. Make entry in the fields of From Date, To Date, NPA. Click on Add and then Save to save all details. Added details are displayed in the grid on the bottom of the screen. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. The salary breakup for 10 months should be done in a way that the NQS range should not lie in between. From Date and To Date should be in contiguous order. Dates should not be missed while filling From Date and To Date. 12. Pensioner Commutation Details User can view the added Commutation, Medical Allowance, Penalty details for Pensioner.

48 Commutation Details: First Choose Is Commutation. If Is Commutation is yes then make the entries in the fields populated like Date of Commutation, Percentage of Commutation, select Commutation Amount paid through from the dropdown options. Medical Allowance: Select Fixed Medical Allowance Options from the dropdown options. Based on the selection, fields like Med Amount and Whether your residence address after retirement is as a will be auto filled. Penalty Details: Make entries in From Date, To of percent of Basic. Click on Add and then Save for saving all details. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Commutation % is limited to 40% for normal Case. For availing fixed Medical Allowance, Medical Certificate is mandatory. 13. Pensioner Gratuity Recovery Details User can view the recovery details on this Form if exist in a case of any Pensioner. Withheld Gratuity Amount: Make the entry in the fields of Withheld Gratuity if exist. Gratuity Recovery: Enter the Grant No, Function Head, Object Head, Category, Amount. Click on Add Button for saving Gratuity recovery. Click Save for saving all details.

49 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. For filling in the gratuity recovery details, entries should be valid (grant no, function head, object head, category). 14. Pensioner Calculation Sheet Details User can view the PFMS Calculation on this Form. In the Figure below, there is Manual case, that s why Bhavishya calculation doesn t appear Click on Freeze to forward to proceed further for passing the case to next level. Validations: Vendor Code Generation Vendor Code will be generated only after filling all Bank Details. If Vendor Code not found status comes on Pension Calculation Sheet, click on Re-Push for Vendor Code Generation and wait for 5 minutes as shown below. Now User can open the appropriate Pensioner s Calculation Sheet through Pension >Manage Pensioner to check process as per the Normal Flow.

50 15. Pensioner Case Forwarding Details Here DH user can either pass the case to AAO to proceed further or return the case to Bhavishya. Also, User can view the Calculation Sheet and save as pdf End of DH Level

51 Login at AAO Level All the pension cases of Super annuation passed by DH will be available to AAO under the Pension >- Manage Pensioner menus as shown below: 1. Search Pensioner Form User can view the forwarded Pensioner record/case at AAO level on this Form. 2. Pensioner Case Forwarding On clicking the selected record, AAO user can view the filled details of any pensioner on clicking the Form links. User can view the Calculation Sheet which can be downloaded or saved as a pdf or word at his/her end. AAO user can also view the DH Calculation details as well. When user select all Forms following screen comes up where user can either pass or return the case and can mention remarks as well.

52 AAO user return the case, following screen comes with a link to reason list. If AAO user pass the case, a dialog box is displaying message as case forwarded to PAO and redirected to Search Pensioner Form End of AAO Level

53 Login at PAO Level STEP 1: For viewing, verifying and passing /returning all created Pension Cases, PAO can navigate via Pension >- Manage Pensioner Pension Cases are available on Search Pensioner Form after clicking on Manage Pensioner where all Pension cases are displayed by default. User can search any Pensioner by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name. Color coding for different cases is given at the bottom of Form which shows the status as shown below:

54 Blue color Manual Case Orange Bhavishya Case Pink Revision Case When User selects any case from the above screen, Pensioner Case Forwarding Details Form is displayed with Form Name and Form Status. When user selects all Form status, options to pass to PAO, return to DH, return to HOO appears on the bottom of screen. User can return the case by selecting the reason from reason list. User can pass the case by clicking on pass button. Dialog box appears displaying the pass confirmation and availability for PPO number generation.

55 When PAO generates the authority, it gets available under Receive menu of Sanction Module for sanction generation and then the same is available at DDO Maker Level for Bill preparation. STEP 2: For PPO number generation of passed Pension Cases, PAO can navigate via Pension >- PPO Allotment 1. On clicking PPO Allotment, following screen is displayed. User can select user details like DDO Code, File No, Pensioner s Name and generate PPO Number by clicking on Get PPO Number from CPAO.

56 2. Generate e-ppo: After PPO number generation, User get the option to generate e-ppo on the screen. When user select the PPO number and click on Generate E-PPO, following screen comes up. After e-ppo is generated successfully, PAO user get the option of DSC on screen.

57 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. DSC can be done only on Internet Explorer(IE) version 9 or above. DSC should be registered at PFMS and approved by PAO End of PAO Level

58 4.2 Family Pension Cases Login at DH Level 1. DH (at PAO Office) initiates by making entries after scrutiny of Pension case and hence create Pensioner. 2. After all Personal details of Pensioner are captured and saved, File number is generated and pension case is passed to AAO and then PAO respectively. 3. Manually created pensioners can be searched on Search Pensioner Form under Pension >- Manage Pensioner menus and Manual Pension cases are available in Blue color.

59 a) STEP 1: For creating Manual Pension Case, navigate via Pension >- Create Pensioner Logic Flow: 1. When User select Type of Pension from the dropdown, Pension class as Family Pension is displayed against the selection of type of pension. 2. Select the Type of Pension, DDO Code, Title, Nationality, Blood Group and Religion from the dropdown. 3. Make entry in the corresponding fields of PAN number, First Name, Middle Name, Last Name, Aadhaar Number, Date of Birth, Spouse Name, Father s/husband s Name, Mother s Name, Identification Mark1, Identification Mark2, Emp Code/Force Number. 4. Choose from the fields of Gender and Have Family. 5. Click on Save to save the Pensioner s personal details and all the fields will become empty if clicked on Reset. 6. After submission of form, message highlighted in red color appears on the top of screen displaying system generated File number.

60 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. PAN number should be unique and valid. Aadhaar number should be unique and valid. b) STEP 2: After creating Pensioner, navigate via Pension >- Manage Pensioner menu options to process the Family pension case Logic Flow: When clicked on Manage Pensioner, Search Pensioner Form comes up where all manually created Pensioners are available by default on this screen. Pensioners can be searched on Search Pensioner Form by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name or Case Type or Pension Class. 1. Click on the Pensioner Details whose User want to process the pension case, Pensioner Summary Details Form is displayed as shown below with Form Name and Form Status. User can view all the filled forms details of selected Pensioner with Status. User can select and view the filled detail of any Form on clicking the same. Every Form displays Pensioner Name, DDO Code, File Number, PAN number, Pension Class on the top of the Form.

61 2. When User selects Pensioner Details on Pensioner Summary Details Form, Personal details Form comes up showing Personal Details where user can Add, Edit and Update the Personal details and click on Next for browsing and filling further forms. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. PAN Number and Aadhaar Number should be unique and valid. 3. Next is Pensioner Contact Details, user can Save Contact Details or navigate via previous or next button.

62 Contact Details: Make entry in the corresponding text fields of Mobile number, Alternate number and . Present Address: Make entry in the corresponding text fields of Address Line1, Address Line2, City, State, District and Pin Code. Permanent Address: Tick on checkbox if Permanent Address is same as Present Address. If not, then make entry in the corresponding text fields of Address Line1, Address Line2, City, State, District and Pin Code. Upload Photo, Joint Photo and Signature. User can view the uploaded Photo, Joint Photo, Signature by clicking View link after clicking Edit available under grid option. After filling all the mandatory fields viz. Address Line1, State, District in both Present Address and Permanent Address, Photo, Joint Photo, Signature, user can save the form by clicking on Save. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. There should not be a duplicate Id. Photo, joint photo and signature size should not exceed the limit of 70KB. Photo instructions need to be considered. Find the photo instructions in the Annexure I.

63 4. Next is Pensioner Service Details, here user can Save, Update Service details and navigate via previous or next. Select the options for Service Type, Grade/ Group, Retirement Type, Designation, Office Name, DA Type. Make entry or Select the date from the calendar for Date of Joining, Date of Superannuation, Date of Retirement, Date of Death. Upload Death Certificate. Choose from the options for the fields Whether any family pension receiving (By default it is No, if user choose Yes, it will prompt for text field asking for Source of Family Pension and Family Pension Amount as shown in Figure below), Military Pensioner, PPO Booklet Through, Case is Exceptional (If case is Exceptional is YES, it will prompt for a text field asking for Exception Case Remarks as shown in Figure below) Select the checkbox if needed for Supreme Court Judge/CAG (If this field is checked, Commutation % can be up to 50% and expenditure will be booked under (Charged Head)) and Whether more than one family pensioner. After filling all the mandatory fields viz. Service Type, Retirement Type, Date of Joining, Date of Superannuation, Date of Retirement, Designation, Office Name, user can save the form by clicking on Save. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Minimum age of joining should be 18 years.

64 5. Next is Pensioner Family/ Nominee Details Select the option from the dropdown for the fields like Title, Relationship with Govt. Servant, Marital status, Nationality. Make the entries in the fields for First Name, Middle Name, Last Name, Date of Birth, Identification Mark, PAN, Guardian Name, Guardian Address, Aadhaar No. Choose from the options for the fields viz. Is Dependent, Is Disable, Family Pensioner, Is Co_Authorized, Part of Family. After filling in all the details, User can save family details on clicking Add and Save on the bottom of the Form. Also user can navigate via previous and next Forms using buttons given next to save button. User can view/edit and delete family details by clicking on Edit and Delete respectively under the grid option. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. If Is Co_Authorized field is YES, then it is mandatory to upload Co-Authorization Certificate in next form Pensioner Family Contact Details. Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively.

65 6. Pensioner Family Contact details Contact Details: Select the option from the dropdown of the fields viz. Family Member, State, District. Select the checkbox for the fields either from Same as Pensioner Present Address or Same as Pensioner Permanent Address. This selection will fill the existing address automatically. Make the entries in the fields viz. Address Line1, Address Line2, City, Pin Code, , Mobile No, Alternate Number. Upload Photo and Signature of the family member. Disability Details: Select Type of Disability and Nature of Disability from the dropdown. Upload Disability Certificate. Co-Authorization Details: Upload Co-Authorization Certificate if Is Co_Authorized field is YES. User can save Family Contact details on clicking Add and then Save on the bottom of the Form. Also user can navigate via previous and next Forms using buttons given next to save button. User can view the uploaded Photo, signature, Disability Certificate (if any) and Coauthorization certificate (if any) of selected family member on clicking View link after clicking edit button available under grid option. User can view/edit and delete family contact details by clicking on Edit and delete respectively under the grid option and finally click on Save to save the changes. Added details are displayed in the grid on the bottom of the Form.

66 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Photo, signature size should not exceed the limit of 70 KB. Disability Certificate and Co-Authorization Certificate should be in pdf format and their size should not exceed the limit of 500 KB. Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively. 7. Pensioner Nominee and alternate Nominee Contact details Nominee Details: Select the Nominee and Nomination for from the dropdowns. Make the entry in the fields of Nomination Letter no., Nomination Date, % age share to be paid, Contingencies on happening of which nomination shall become invalid. Click on Add and then Save to save the details. Alternate Nominee Details: Select Nomination for and Alternate Nominee from the dropdown. Make the entry in the fields: % age share to be paid. Click on Save to save the details. User can view the added Nominee Details with (%) of share to be paid by selecting the Edit under grid. User has to merge (Click on Merge button) after adding nominations and then click on Save. Make sure that the sum of nominations of all nominees should be 100%. For e.g. Let s assume nominees are A, B Gratuity for A is 50% Gratuity for B is 50% Hence sum of % of gratuity of A and B is 100 % Similarly, alternate Nominee Contact details can be saved by clicking on Save. Added details are displayed in the grid at the bottom of the Form.

67 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Sum of Nomination share percentage should be 100%. Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively. 8. Pensioner Bank Details Select Family Members from the dropdown. Enter the BSR Code in the text field and following fields will populate based on the BSR Code selection: Bank Name, Branch Address, Branch State, Branch District, Branch Pin Code, IFSC Code. Make the entries in the fields viz. City, Account Number, F.P. Identification Mark. Choose Type of Bank A/C as chosen as Single, enter Reason and Remarks for Single A/C. Upload F.P. Signature and Undertaking for recovery of excess payment. For saving all the above Bank Account Details of the Pensioner click on Add and then Save

68 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. F.P. signature size should not exceed 70KB. Similar Account number should not be entered for the same bank/branch (BSR Code). 9. Pensioner Non Qualifying Service Details User can view if any NQS details available for a Pensioner on this Form under the tenure of Service (Date range: Joining Date & retirement/death Date) Select Type of NQS from the dropdown. Enter From Date and To Date, Days field will populate automatically. Joining Date & retirement/death Date will be displayed on the top right corner of the grid. Click on Add and then Save to save the NQS Details.

69 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. From Date and To Date should lie between Joining Date and Retirement/Death Date range. 10. Pensioner Additional Qualifying Service Details User can view if any AQS details available for a Pensioner on this Form. Select Additional Qualifying Service from the dropdown. Enter the Year, Month and Days field. Click on Add and then Save to save the AQS Details. Added details are displayed in the grid on the bottom of the Form. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. 11. Pensioner Salary Details User can view the Last 10 months Salary details of any Pensioner within the defined Date Range (Salary from Date & Retirement Date) by clicking on edit button in the grid. Select Pay Commission, Pay Scale, Index No from the dropdown options. Basic Pay will be auto filled after selecting Index No. Make entry in the fields of From Date, To Date, NPA.

70 Click on Add and then Save to save all details. Added details are displayed in the grid on the bottom of the screen. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. The salary breakup for 10 months should be done in a way that the NQS range should not lie in between. NQS Details link is provided on the top left of the grid for viewing From Date and To Date should be in contiguous order. Dates should not be missed while filling From Date and To Date. 12. Pensioner Commutation Details User can view the added Commutation, Medical Allowance, Penalty details for Pensioner.. Commutation Details: First Choose Is Commutation. If Is Commutation is yes then make the entries in the fields populated like Date of Commutation, Percentage of Commutation, select Commutation Amount paid through from the dropdown options. Medical Allowance: Select Fixed Medical Allowance Options from the dropdown options. Based on the selection, fields like Med Amount and Whether your residence address after retirement is as a will be auto filled. Penalty Details: Make entries in From Date, To of percent of Basic. Click on Add and then Save for saving all details.

71 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Commutation % is limited to 40% for normal Case. For availing fixed Medical Allowance, Medical Certificate is mandatory. 13. Pensioner Gratuity Recovery Details User can view the recovery details on this Form if exist in a case of any Pensioner. Withheld Gratuity Amount: Make the entry in the fields of Withheld Gratuity if exist. Gratuity Recovery: Enter the Grant No, Function Head, Object Head, Category, Amount. Click on Add Button for saving Gratuity recovery. Click Save for saving all details.

72 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. For filling in the gratuity recovery details, entries should be valid (grant no, function head, object head, category). 14. Pensioner Calculation Sheet Details User can view the PFMS Calculation on this Form. In the Figure below, there is Manual case, that s why Bhavishya calculation doesn t appear. Click on Freeze to forward to proceed further for passing the case to next level. Validations: Vendor Code Generation Vendor Code will be generated only after filling all Bank Details. If Vendor Code not found status comes on Pension Calculation Sheet, click on Re-Push for Vendor Code Generation and wait for 5 minutes as shown below. Now User can open the appropriate Pensioner s Calculation Sheet through Pension >Manage Pensioner to check process as per the Normal Flow.

73 15. Pensioner Case Forwarding Details Here DH user can either pass the case to AAO to proceed further or return the case to Bhavishya. Also, User can view the Calculation Sheet and save as pdf End of DH Level

74 Login at AAO Level All the Family pension cases passed by DH will be available to AAO under the Pension >- Manage Pensioner menus as shown below: 1. Search Pensioner Form User can view the forwarded Pensioner record/case at AAO level on this Form. 2. Pensioner Case Forwarding On clicking the selected record, AAO user can view the filled details of any pensioner on clicking the Form links. User can view the Calculation Sheet which can be downloaded or saved as a pdf or word at his/her end. AAO user can also view the DH Calculation details as well. When user select all Forms following screen comes up where user can either pass or return the case and can mention remarks as well.

75 AAO user return the case, following screen comes with a link to reason list. If AAO user pass the case, a dialog box is displaying message as case forwarded to PAO and redirected to Search Pensioner Form End of AAO Level

76 Login at PAO Level STEP 1: For viewing, verifying and passing /returning all created Pension Cases, PAO can navigate via Pension >- Manage Pensioner Pension Cases of are available on Search Pensioner Form after clicking on Manage Pensioner where all Pension cases are displayed by default. User can search any Pensioner by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name. Color coding for different cases is given at the bottom of Form which shows the status as shown below:

77 Blue color Manual Case Orange Bhavishya Case Pink Revision Case When User selects any case from the above screen, Pensioner Case Forwarding Details Form is displayed with Form Name and Form Status. When user selects all Form status, options to pass to PAO, return to DH, appears on the bottom of screen. User can return the case by selecting the reason from reason list. User can pass the case by clicking on pass button. Dialog box appears displaying the pass confirmation and availability for PPO number generation. When PAO generates the authority, it gets available under Receive menu of Sanction Module for sanction generation and then the same is available at DDO Maker Level for Bill preparation.

78 STEP 2: For PPO number generation of passed Pension Cases, PAO can navigate via Pension >- PPO Allotment 3. On clicking PPO Allotment, following screen is displayed. User can select user details like DDO Code, File No, Pensioner s Name and generate PPO Number by clicking on Get PPO Number from CPAO. 4. Generate e-ppo: After PPO number generation, User get the option to generate e-ppo on the screen.

79 When user select the PPO number and click on Generate E-PPO, following screen comes up. After e-ppo is generated successfully, PAO user get the option of DSC on screen. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. DSC can be done only on Internet Explorer(IE) version 9 or above. DSC should be registered at PFMS and approved by PAO End of PAO Level

80 4.3 Voluntary Retirement Pension Cases Login at DH Level 1. DH (at PAO Office) initiates by making entries after scrutiny of Voluntary Retirement Pension cases and hence create Pensioner. 2. After all Personal details of Pensioner are captured and saved, File number is generated and pension case is passed to AAO and then PAO respectively. 3. Manually created pensioners can be searched on Search Pensioner Form under Pension >- Manage Pensioner menus and Manual Pension cases of Voluntary Retirement are available in Blue color. a) STEP 1: For creating Manual Pension Case, navigate via Pension >- Create Pensioner Logic Flow: 1. When User select Type of Pension from the dropdown, Pension class as a Retiring Pension is displayed against the selection of type of pension. 2. Select the Type of Pension, DDO Code, Title, Nationality, Blood Group and Religion from the dropdown. 3. Make entry in the corresponding fields of PAN number, First Name, Middle Name, Last Name, Aadhaar Number, Date of Birth, Spouse Name, Father s/husband s Name, Mother s Name, Identification Mark1, Identification Mark2, Emp Code/Force Number. 4. Choose from the fields of Gender and Have Family. 5. Click on Save to save the Pensioner s personal details and all the fields will become empty if clicked on Reset. 6. After submission of form, message highlighted in red color appears on the top of screen displaying system generated File number.

81 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. PAN number should be unique and valid. Aadhaar number should be unique and valid. c) STEP 2: After creating Pensioner, navigate via Pension >- Manage Pensioner menu options to process the Voluntary Retirement pension case Logic Flow: When clicked on Manage Pensioner, Search Pensioner Form comes up where all manually created Pensioners are available by default on this screen. Pensioners can be searched on Search Pensioner Form by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name or Case Type or Pension Class.

82 1. Click on the Pensioner Details whose User want to process the Voluntary Retirement pension case, Pensioner Summary Details Form is displayed as shown below with Form Name and Form Status. User can view all the filled forms details of selected Pensioner with Status. User can select and view the filled detail of any Form on clicking the same. Every Form displays Pensioner Name, DDO Code, File Number, PAN number, Pension Class on the top of the Form.

83 2. When User selects Pensioner Details on Pensioner Summary Details Form, Personal details Form comes up showing Personal Details where user can Add, Edit and Update the Personal details and click on Next for browsing and filling further forms. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. PAN Number and Aadhaar Number should be unique and valid. 3. Next is Pensioner Contact Details, user can Save Contact Details or navigate via previous or next button. Contact Details: Make entry in the corresponding text fields of Mobile number, Alternate number and . Present Address: Make entry in the corresponding text fields of Address Line1, Address Line2, City, State, District and Pin Code. Permanent Address: Tick on checkbox if Permanent Address is same as Present Address. If not, then make entry in the corresponding text fields of Address Line1, Address Line2, City, State, District and Pin Code. Upload Photo, Joint Photo and Signature. User can view the uploaded Photo, Joint Photo, Signature by clicking View link after clicking Edit available under grid option.

84 After filling all the mandatory fields viz. Address Line1, State, District in both Present Address and Permanent Address, Photo, Joint Photo, Signature, user can save the form by clicking on Save. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. There should not be a duplicate Id. Photo, joint photo and signature size should not exceed the limit of 70KB. Photo instructions need to be considered. Find the photo instructions in the Annexure I. 4. Next is Pensioner Service Details, here user can Save, Update Service details and navigate via previous or next. Select the options for Service Type, Grade/ Group, Retirement Type, Designation, Office Name, DA Type. Make entry or Select the date from the calendar for Date of Joining, Date of Superannuation, Date of Retirement. Choose from the options for the fields Whether any family pension receiving (By default it is No, if user choose Yes, it will prompt for text field asking for Source of Family Pension and Family Pension Amount as shown in Figure below), Military Pensioner, PPO Booklet Through, Case is Exceptional (If case is Exceptional is YES, it will prompt for a text field asking for Exception Case

85 Remarks as shown in Figure below) Select the checkbox if needed for Supreme Court Judge/CAG (If this field is checked, Commutation % can be up to 50% and expenditure will be booked under (Charged Head)) and Whether more than one family pensioner. After filling all the mandatory fields viz. Service Type, Grade/ Group, Retirement Type, Date of Joining, Date of Superannuation, Date of Retirement, Designation, Office Name, user can save the form by clicking on Save. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Minimum age of joining should be 18 years. 5. Next is Pensioner Family/ Nominee Details Select the option from the dropdown for the fields like Title, Relationship with Govt. Servant, Marital status, Nationality. Make the entries in the fields for First Name, Middle Name, Last Name, Date of Birth, Identification Mark, PAN, Guardian Name, Guardian Address, Aadhaar No. Choose from the options for the fields viz. Is Dependent, Is Disable, Is Co_Authorized, Part of Family.

86 After filling in all the details, User can save family details on clicking Add and Save on the bottom of the Form. Also user can navigate via previous and next Forms using buttons given next to save button. User can view/edit and delete family details by clicking on Edit and Delete respectively under the grid option. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. If Is Co_Authorized field is YES, then it is mandatory to upload Co-Authorization Certificate in next form Pensioner Family Contact Details. Always select Save the Edit/Update/Delete buttons respectively. for every action like Add/Edit/Update/Delete after clicking on 6. Pensioner Family Contact details Contact Details: Select the option from the dropdown of the fields viz. Family Member, State, District. Select the checkbox for the fields either from Same as Pensioner Present Address or Same as Pensioner Permanent Address. This selection will fill the existing address automatically. Make the entries in the fields viz. Address Line1, Address Line2, City, Pin Code, , Mobile No, Alternate Number. Upload Photo and Signature of the family member.

87 Disability Details: Select Type of Disability and Nature of Disability from the dropdown. Upload Disability Certificate. Co-Authorization Details: Upload Co-Authorization Certificate if Is Co_Authorized field is YES. User can save Family Contact details on clicking Add and then Save on the bottom of the Form. Also user can navigate via previous and next Forms using buttons given next to save button. User can view the uploaded Photo, signature, Disability Certificate (if any) and Coauthorization certificate (if any) of selected family member on clicking View link after clicking edit button available under grid option. User can view/edit and delete family contact details by clicking on Edit and delete respectively under the grid option and finally click on Save to save the changes. Added details are displayed in the grid on the bottom of the Form. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Photo, signature size should not exceed the limit of 70 KB. Disability Certificate and Co-Authorization Certificate should be in pdf format and their size should not exceed the limit of 500 KB.

88 Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively. 7. Pensioner Nominee and alternate Nominee Contact details Nominee Details: Select the Nominee and Nomination for from the dropdowns. Make the entry in the fields of Nomination Letter no., Nomination Date, % age share to be paid, Contingencies on happening of which nomination shall become invalid. Click on Add and then Save to save the details. Alternate Nominee Details: Select Nomination for and Alternate Nominee from the dropdown. Make the entry in the fields: % age share to be paid. Click on Save to save the details. User can view the added Nominee Details with (%) of share to be paid by selecting the Edit under grid. User has to merge (Click on Merge button) after adding nominations and then click on Save. Make sure that the sum of nominations of all nominees should be 100%. For e.g. Let s assume nominees are A, B Gratuity for A is 50% Gratuity for B is 50% Hence sum of % of gratuity of A and B is 100 % Similarly, alternate Nominee Contact details can be saved by clicking on Save. Added details are displayed in the grid at the bottom of the Form.

89 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Sum of Nomination share percentage should be 100%. Always select Save for every action like Add/Edit/Update/Delete after clicking on the Edit/Update/Delete buttons respectively. 8. Pensioner Bank Details Select Family Members from the dropdown. Enter the BSR Code in the text field and following fields will populate based on the BSR Code selection: Bank Name, Branch Address, Branch State, Branch District, Branch Pin Code, IFSC Code. Make the entries in the fields viz. City, Account Number, Spouse Identification Mark. Choose from Type of Bank A/C. If Type of Bank is chosen as Single, enter Reason and Remarks for Single A/C as shown in (Figure A) If Type of Bank is chosen as Joint, enter Spouse Verification Mark and upload Spouse Signature as shown in (Figure B) Upload Spouse Signature and Undertaking for recovery of excess payment. For saving all the above Bank Account Details of the Pensioner click on Add and then Save.

90 Figure A Figure B Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Spouse signature size should not exceed 70KB. Undertaking for recovery of Excess payment (pdf size should not exceed 500KB) Similar Account number should not be entered for the same bank/branch (BSR Code). 9. Pensioner Non Qualifying Service Details User can view if any NQS details available for a Pensioner on this Form under the tenure of Service (Date range: Joining Date & retirement/death Date)

91 Select Type of NQS from the dropdown. Enter From Date and To Date, Days field will populate automatically. Joining Date & retirement/death Date will be displayed on the top right corner of the grid. Click on Add and then Save to save the NQS Details. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. From Date and To Date should lie between Joining Date and Retirement/Death Date range. 10. Pensioner Additional Qualifying Service Details User can view if any AQS details available for a Pensioner on this Form. Select Additional Qualifying Service from the dropdown. Enter the Year, Month and Days field. Click on Add and then Save to save the AQS Details. Added details are displayed in the grid on the bottom of the Form.

92 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. 11. Pensioner Salary Details User can view the Last 10 months Salary details of any Pensioner within the defined Date Range (Salary from Date & Retirement Date) by clicking on edit button in the grid. Select Pay Commission, Pay Scale, Index No from the dropdown options. Basic Pay will be auto filled after selecting Index No. Make entry in the fields of From Date, To Date, NPA. Click on Add and then Save to save all details. Added details are displayed in the grid on the bottom of the screen.

93 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. The salary breakup for 10 months should be done in a way that the NQS range should not lie in between. NQS Details link is provided on the top left of the grid for viewing. From Date and To Date should be in contiguous order. Dates should not be missed while filling From Date and To Date. 12. Pensioner Commutation Details User can view the added Commutation & Medical Allowance, Penalty details for Pensioner. Commutation Details: First enter Physical Form Submission Date to HOO and choose Is Commutation. If Is Commutation is yes then make the entries in the fields populated like Date of Commutation, Percentage of Commutation, select Commutation Amount paid through from the dropdown options, Upload Medical Certificate for Commutation, enter Age on next Birthday. Medical Allowance: Select Fixed Medical Allowance Options from the dropdown options. Based on the selection, fields like Med Amount and Whether your residence address after retirement is as a will be auto filled. Penalty Details: Make entries in From Date, To of percent of Basic. Click on Add and then Save for saving all details.

94 Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. Commutation % is limited to 40% for normal Case. For availing fixed Medical Allowance, Medical Certificate is mandatory. Size of Medical Certificate should not exceed 500KB. 13. Pensioner Gratuity Recovery Details User can view the Pensioner s recovery details on this Form if exist. Withheld Gratuity Amount: Make the entry in the fields of Withheld Gratuity if exist. Gratuity Recovery: Enter the Grant No, Function Head, Object Head, Category, Amount. Click on Add Button for saving Gratuity recovery. Click Save for saving all details. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. For filling in the gratuity recovery details, entries should be valid (grant no, function head, object head, category).

95 14. Pensioner Calculation Sheet Details User can view the PFMS Calculation on this Form. In the Figure below, there is Manual case, that s why Bhavishya calculation doesn t appear. Click on Freeze to forward to proceed further for passing the case to next level. Validations: Vendor Code Generation Vendor Code will be generated only after filling all Bank Details. If Vendor Code not found status comes on Pension Calculation Sheet, click on Re-Push for Vendor Code Generation and wait for 5 minutes as shown below. Now User can open the appropriate Pensioner s Calculation Sheet through Pension >Manage Pensioner to check process as per the Normal Flow.

96 15. Pensioner Case Forwarding Details Here DH user can either pass the case to AAO to proceed further or return the case to Bhavishya. Also, User can view the Calculation Sheet through View Link and save as pdf End of DH Level

97 Login at AAO Level All the Voluntary Retirement pension cases passed by DH will be available to AAO under the Pension >- Manage Pensioner menus as shown below: 1. Search Pensioner Form User can view the forwarded Pensioner record/case at AAO level on this Form.

98 2. Pensioner Case Forwarding On clicking the selected record, AAO user can view the filled details of any pensioner on clicking the Form links. User can view the Calculation Sheet which can be downloaded or saved as a pdf or word at his/her end. AAO user can also view the DH Calculation details as well. When user select all Forms following screen comes up where user can either pass or return the case and can mention remarks as well. If AAO user pass the case, a dialog box is displaying message as case forwarded to PAO and redirected to Search Pensioner Form End of AAO Level

99 Login at PAO Level STEP 1: For viewing, verifying and passing /returning all Voluntary Retirement Pension Cases, PAO can navigate via Pension >- Manage Pensioner

100 Pension Cases of Voluntary Retirement passed by AAO are available on Search Pensioner Form after clicking on Manage Pensioner where all Pension cases are displayed by default. User can search any Pensioner by giving values in available text fields. Pension cases are displayed after searching pensioner either by DDO Code or File Number or PAN or First Name or Last Name. Color coding for different cases is given at the bottom of Form which shows the status as shown below: Blue color Manual Case Orange Bhavishya Case Pink Revision Case When User selects any case from the above screen, Pensioner Case Forwarding Details Form is displayed with Form Name and Form Status. When user selects all Form status, options to pass to PAO, return to DH, appears on the bottom of screen. User can return the case by selecting the reason from reason list. User can pass the case by clicking on pass button. Dialog box appears displaying the pass confirmation and availability for PPO number generation. When PAO generates the authority, it gets available under Receive menu of Sanction Module for sanction generation and then the same is available at DDO Maker Level for Bill preparation.

101 STEP 2: For PPO number generation of passed Pension Cases, PAO can navigate via Pension >- PPO Allotment 5. On clicking PPO Allotment, following screen is displayed. User can select user details like DDO Code, File No, Pensioner s Name and generate PPO Number by clicking on Get PPO Number from CPAO.

102 6. Generate e-ppo: After PPO number generation, User get the option to generate e-ppo on the screen. When user select the PPO number and click on Generate E-PPO, following screen comes up. After e-ppo is generated successfully, PAO user get the option of DSC on screen. Validations: All the mandatory/required fields which are highlighted by a red asterisk (*) mark cannot be left blank. DSC can be done only on Internet Explorer(IE) version 9 or above. DSC should be registered at PFMS and approved by PAO End of PAO Level

103 5. Return Flow of Manual Case If Details are incorrect while scrutiny of case at initial level, DH will return the case to AAO and AAO will return the case to PAO with the remarks mentioned for the return. PAO will return the case to DH and then DH will return the case to Bhavishya. Pension case returned by PAO will be available at DH. DH can manually return the case to HOO along with observations. Returned pension case are available in Manage Pensioner at DH level for further processing. DH user can reprocess the case once the case is resubmitted by HOO after rectification of observations.

104 6. Return Flow of Pension Cases received from Bhavishya If Calculations on the Calculation Sheet do not match and the calculation decision under Case Forwarding Decision selected as PFMS calculation is correct as shown in figure below, then DH return the Case to AAO with the reason selected in the Reason List. If Others is selected in the reason list, then remarks are entered in the remarks field (required field in case of others ). Similarly, AAO return the case to PAO with the return reason and PAO return the case to Head of Office(HOO). Pension cases returned by PAO, will be available at HOO login in Bhavishya Portal along with returning reasons. HOO can resubmit the case after rectification of observations of PAO in Bhavishya. Once, resubmitted by HOO through Bhavishya the case will be available in Manage pensioner at DH level.

105 7. DSC e-ppo List 1. The list of Digitally Signed e-ppo can be viewed via Pension >-DSC EPPO List. 2. On landing at Digitally Signed EPPO page, the grid displays the PPO Number, Pensioner Name, Pension Class, Year, Month of all DSC e-ppo where PPO Number is clickable so that Digitally Signed e-ppo can be downloaded and viewed. 3. Also any specific DSC e-ppo can be searched after filling the specific details like DDO Code, PPO No, Year, Month and clicking on Search.

106 8. Pension Reports 1. Pension Reports can be viewed via CAM-Reports menu on the left. 2. On clicking CAM Reports, user lands at the page displayed below: 3. Now, click on Pension from the header menu to view the reports 4. There are following types of Pension reports: a) Pension Authority Details b) Pension Calculation Sheet c) Pension Commutation Details d) Pension Gratuity Details e) Pension MIS Report f) Pension Withheld Gratuity Details

107 a) Pension Authority Details This report is displayed after selecting the fields like Controller, PAO, DDO, File Number, PPO Number, Pension Type as shown in Figure1 By Default, Controller, PAO and Pension Type are filled. On selecting DDO and file number, PPO Number is populated. When clicked on View Report, report is displayed as shown in Figure2 Figure1 Figure2 b) Pension Calculation Sheet This report is displayed after selecting the fields like Controller, PAO, DDO, File Number Pension Type By Default, Controller, PAO and Pension Type are filled. On selecting DDO and file number is populated. When clicked on View Report, report is displayed as shown below:,

108 c) Pension Commutation Details This report is displayed after selecting the fields like Controller, PAO, DDO, File Number, Pensioner Name, Source, Pension Type. By Default, Controller, PAO, Source and Pension Type are filled. On selecting DDO, file number is populated and on selecting file number Pensioner Name is prefilled. When clicked on View Report, report is displayed as shown below: d) Pension Gratuity Details This report is displayed after selecting the fields like Controller, PAO, DDO, File Number, Pensioner Name, Pension Type. By Default, Controller, PAO and Pension Type are filled. On selecting DDO, file number is populated and on selecting file number Pensioner Name is prefilled. When clicked on View Report, report is displayed as shown below:

109 e) Pension MIS Reports (Under Development) This report is displayed after selecting the fields like Controller, PAO, DDO, Sanction From Date, Sanction To Date, Report Name. By Default, Controller, PAO are filled. User can select any report from report name field options and report will be displayed accordingly. When clicked on View Report, selected report shall be displayed as shown below as shown.

110 f) Pension Withheld Gratuity Details: This report is displayed after selecting the fields like Controller, PAO, DDO, File Number, Pensioner Name, Type as shown in Figure1. By Default, Controller, PAO are filled. On selecting DDO and file number is populated and on selecting File number, Pensioner Name is auto filled. When clicked on View Report, selected report shall be displayed as shown below as shown in Figure2: Figure1 Figure2

111 9. Dashboard MIS Reports Navigate via Pension >- MIS Dashboard to view Dashboard MIS Dashboard consists of 7 sections which is available at DH, AAO, PAO level as mentioned below

112 a) Section1-Cases Pending at It will display total number of cases pending at following levels: DH Level AAO Level PAO Level On clicking the number of cases, details of the cases are displayed as shown below b) Section2- Cases Pending for It will display the total number of cases which are pending because of following parameters: PPO No DSC Sanction Gratuity Sanction Commutation Sanction Withheld On clicking the number of cases, details of the cases are displayed as shown in below

113 c) Section3-Cases Pending at Bhavishya It will display the total number of following pending Bhavishya cases: Failure Returned On clicking the number of cases, details of the cases are displayed as shown below

114 d) Section4-Digitally Signed e-ppo Status It will display the total number of cases of digitally Signed e-ppo for the following categories: Today Final Year ( ) Till Date e) Section5- Sanction Status It will display the total number of cases with following sanction status: Landing Failure Returned/ Failure Not Processed On clicking the number of cases, details of the cases are displayed as shown below f) Section6-Original Pension Case Wise status It will display the total number of original Pension Cases (Manual and Bhavishya Cases) for following Pension Classes: Superannuation Retiring Family Others g) Section7-Revision Pension Case Wise status It will display the total number of Revision Pension Cases (Manual and Bhavishya Cases) for following Pension Classes: Superannuation Retiring Family Others