PASCHIM BANGA SOCIETY FOR SKILL

DEVELOPMENT (PBSSD)

Training Partner Manual

(Payout Process – Tranche wise)
27th July 2018
Table of Content
— Introduction
— Payout Calculator
— Submit Batch for Payment Requisition (TC SPOC)
— Verify & Approve Batch wise Payment Requisition (PBSSD Admin & Finance Team)
— View Status of Payment Requisition (TC SPOC)
— Change Password & Sign Out
Introduction
PBSSD – Training Center portal user manual for raising batch wise payment requisitions:

Sr. Owner Action Points

No

1 • Login on TC Portal
Training Center SPOC • Check eligible batch
• Submit Batch for Payment Requisition to
PBSSD Admin
• View Batch wise status
• Download Bill
• Print on Letter Head and Submit at
PBSSD office.
2 • Login on Admin Portal
PBSSD Admin • Verify & Validate the submitted payment
requisition
• 1st level Approver
• Sent for 2nd and 3rd level approval to
Finance Team.
• Login on Finance Portal
• Check batch wise payment requisition
3 PBSSD Finance Team • Approve Payment requests and Send
back to PBSSD Admin.
 Payout Calculator:
Payout to Training Providers will be depended on Bio-metric attendance captured against the
candidates at various stages which are mentioned below in the table.
Training Providers will get an option on PBSSD TC portal. As per the process, required filters will be
given on portal itself to raise batch wise payment requisition.

Payout Process will be calculated based on the below mentioned stage & indicator of completion:

Sr. Stage Payment Indicator

No of Stage of
Training completion
1 After the candidates having Biometric Attendance of
covered at least 15% of the course 15% candidates
hours
2 After the candidates having Biometric Attendance of
covered at least 30% of the course 15% candidates
hours
3 Uploading of results by
Successfully Assessed and Certified 50% SSC/Council on PBSSD
Candidates portal and Post PBSSD
ADMIN approval
4 Successfully Placed
Placement 20% Candidates & Uploading of
placement related
documents on PBSSD portal

Total 100%

Note: • The disbursement of the funds would be only after verification of data and continuity of the
batches.
• PBSSD would have its own mechanism to verify the eligibility of disbursement of funds.
• Minimum 15 candidates should be eligible in the batch to raise a payment requisition.
• Irrespective of the percentage of the payment, requested by the Training Provider for a
particular batch, the system will not accept more than 4 payment requests for the latter.
Submit Batch for Payment Requisition (TC SPOC)
Training center SPOC checks the eligibility of batches based on their successfully completion
of bio-metric attendance, then submit a batch for payment requisition:
To submit a batch for 1st Tranche of 15%:
1. Login on PBSSD Training Center Portal (www.pbssd.org).

2. Then go to submit payment requisition.

3. Select the payment option from the dropdown as 15% and enter the eligible batch
ID then click on Proceed button.

4. Once you enter the batch ID and click on proceed button then all eligible candidates,
who have completed 15% of their course hour’s bio-metric attendances, will get
visible.

5. Post clicking on process button then all required details will be visible on portal along
with total amount which can be submitted for payment process.

Parameter Remarks

Duration Course hours will be displayed

Rate/Hours Course Category wise rate will be displayed

Eligible Based on the option selected, eligible amount will be displayed
Amount
Claimed If there is no amount submitted previously then it will be blank.
Earlier While submitting the 2nd Tranche for the same batch, then
amount claimed will get displayed here.
Claim Now Current amount will be displayed here post calculation.

Submit Check Details and send batch to PBSSD Admin & Finance Team
for approval.
 6. If there is no eligible candidate in the batch, then the message will appears as “No
Records Found”.

Verify & Approve Batch wise Payment Requisition

(PBSSD Admin & Finance Team)
Once the batch gets successfully submitted by the Training Center to PBSSD Admin team
then below action will carried out at PBSSD’s end to Verify and approve batch:
1. Login on PBSSD Admin Portal.
2. Then view list of batches submitted by the Training center SPOCs.
3. Verify the candidate details and bio-metric attendance.
4. If details are found Ok, then PBSSD Admin gives 1st level approval and send batch to
PBSSD Finance Team for 2nd & 3rd level approval.
5. Then PBSSD Finance Team logins on portal and view the approved list of batches TC
wise and gives an approval. If PBSSD Finance Team finds any discrepancy then same
will be communicated to TC SPOC over mail.
6. Post 1st, 2nd & 3rd Level approval of Batch wise payment requisition then TC SPOC will
be able to download the bill from the portal.
7. While payment requisition is in progress, status can be viewed on TC portal.

View Status of Payment Requisition (TC SPOC)

Once the batch is sent to PBSSD Admin for approval then TC SPOC can view the status on
portal itself.
Post 1st level approval, the status will get changed to On-Process then batch will be sent to
PBSSD Admin Finance Team.

Once the Batch is approved by the PBSSD ADMIN & Finance Team then STATUS will be
changed to APPROVED.
Post Approval, TC SPOC will click on DOWNLOAD button to view the Bill. In the given bill,
TC SPOC will be able view all required details along with list of candidates:
Post all necessary approval and downloading the bill from the portal then TC SPOC will have
to get the bill printed on their letter head and submit the Hard copy at PBSSD Office for final
payment process.

Change Password (SSC)

Click on Change password button to reset the password.

<End of Document>