HOW TO GIVE THE ACCESS TO EMPLOYEES TO UPDATE INVESTMENT DECLARATION IN ESS

Created by Yogashree MP, Modified on Wed, 14 Aug, 2024 at 6:41 PM by Yogashree MP

Steps to Give Access

Step1: Navigate to the consultant section and locate the bucket where the employees are listed or use the search functionality to find the desired employees.

 

 

Step 2: Select the employees you wish to enable investment update for and locate the three-dot button on the right side of the application.

 

 

 

Step 3: From the dropdown menu, please select the option “Allow to update investment in ESS”.

 

Step 4: Provide a brief reason for enabling this functionality and click on the Save button.

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