BHAVISHYA

Pension Sanction & Payment Tracking System

An Initiative of Department of Pension & Pensioner’s Welfare

User Manual - HEAD OF OFFICE (HOO)

Pension Cases of Serving/Retired Government Employees

Last Updated: Friday, 03 June 2022

 TABLE OF CONTENTS
Page #
1.0 ABOUT BHAVISHYA ............................................................................................... 1-1
2.0 OBJECTIVE .............................................................................................................. 2-2
3.0 SALIENT FEATURES .............................................................................................. 3-4
4.0 STAKEHOLDERS ..................................................................................................... 5-5
5.0 HOW TO ACCESS BHAVISHYA ............................................................................ 6-6
6.0 ACTIONS BY HEAD OF OFFICE (HOO) ............................................................. 7-8
7.0 BHAVISHYA: HOME PAGE ................................................................................... 9-9
8.0 BHAVISHYA: LOGIN PAGE ............................................................................... 10-10
9.0 BHAVISHYA: HOO DASHBOARD..................................................................... 11-11
10.0 EDIT PROFILE..................................................................................................... 12-12
11.0 MULTIPLE OFFICES/ROLES ............................................................................ 13-13
12.0 ACTION ................................................................................................................. 14-14
13.0 ACTION: SERVICE VERIFICATION (12M BDR)............................................ 15-15
14.0 ACTION: FORM RECEIVED (6M BDR) ........................................................... 16-17
15.0 ACTION: FORM VERIFICATION (4M BDR) ................................................... 18-20
16.0 ACTION: FILL FORM 7 & 8 (4M BDR) --> FORM 7 ....................................... 21-25
17.0 ACTION: FILL FORM 7 & 8 (4M BDR) --> FORM 8 ....................................... 26-27
18.0 ACTION: SEND TO PAO (4M BDR) ................................................................... 28-28
19.0 UTILITY: ADD/UPDATE FUNCTIONAL HEAD.............................................. 29-29
20.0 UTILITY: IMPORT FROM EIS........................................................................... 30-30
21.0 UTILITY: RETIREE FORMS .............................................................................. 31-31
22.0 UTILITY: IDENTITY CARD ................................................................................ 32-32
23.0 UTILITY: DOWNLOAD ePPO/eSSA ................................................................... 33-34
24.0 CONTACT DETAILS ............................................................................................ 35-35
 About “Bhavishya”

Department of Pension & Pensioners’ Welfare is working with a vision of ensuring active and
dignified life for pensioners. The goal is to ensure payment of all retirement dues and delivery of
Pension Payment Order (PPO) to retiring employees on the day of retirement itself. Towards this goal,
the department has launched an Online Pension Sanction & Payment Tracking System called
‘BHAVISHYA’.

The system provides for on-line tracking of pension sanction and payment process by the individual
as well as the administrative authorities. The system captures the pensioners personal and service
particulars. The forms for processing of pension can be submitted online. It keeps retiring employees
informed of the progress of pension sanction process through SMS/E-Mail. The system obviates
delays in payment of pension by ensuring complete transparency.

1|Pag
e
 Objective
 Retiree should get all the retirement benefits on time and also get the first pension & subsequent
pensions on time.

 Timely processing of cases at each level.

 Alerts, Reminder & Notifications to concerned stakeholders for every action due & performed.

 Online tracking of pension cases at retiree level.

 Guide the retirees to fill the forms as per CCS Pension Rules,1972 and take the necessary steps
related to his/her retirement process on time.

2|Pag
e
 Salient Features

Single window and user friendly interface which makes it a convenient

approach for retirees to know the whole procedure related to their retirement
process online.

Auto registration/enrolment of retiree.

Online registration for DDO/HOO/PAO etc.

Help departmental authorities in monitoring delay.

Retirees can fill and print all the Pension related forms online by
login into their accounts.

Auto Alerts/Reminders to concerned stakeholders for avoiding delays

in pension process.

Auto Notifications at different stages of retirement process to ensure smooth

working.

3|Pag
e
Salient Features (continued….)

HOO can perform various activities online like filling of details for Form 7 &
8 and sending forms to PAO.

Auto Generation of Form 7, Form 8 and Calculation sheet.

Online transfer case to PFMS.

Online capturing of PPO no. and payment details of

various retirement benefits from PFMS.

Online capturing of SSA no. and Pension credit details from

CPAO.

ePPO download facility.

Push ePPO in DigiLocker from Bhavishya.

4|Pag
e
 Stakeholders

Individual (Retiree & Pensioner)

Drawing & Disbursing Officer (DDO)

Head of Office (HOO)

Head of Department (HOD)

Pay & Accounts Office (PAO)

Directorate of Estates (DoE)

Central Pension Accounting Office (CPAO)

Pension Disbursing Banks

5|Pag
e
How to Access “Bhavishya”

URL: - [Link]

OR

Go to Pensioners’ Portal
[Link]

Click on Bhavishya

6|Pag
e
 Actions by Head of Office (HOO)

1. Login to Bhavishya [Link]

2. HOO can view the list of employees who are going to retire in the next 15 months under
Retiree Details. He can also track the pension process of every case.

3. HOO will receive alerts for each pending activity according to the roadmap set by DOPPW.

4. If there is any detail of retiree which needs correction, HOO must ask DDO to carry out necessary
changes in ‘CompDDO’/Salary package and upload a fresh XML file in ‘Bhavishya’. If the office
is using ‘EIS’ then the retiree’s enrollment details will be automatically reflected in
‘Bhavishya’.

5. On Home Page, HOO can view progress report (both Tabular and Graphical) of actions
taken/pending for the retirees.

6. HOO has to complete following Actions for each retiree according to the due dates:

 Service Verification (12 Months before Date of Retirement): HOO/Dealing hand has to
upload the scanned PDF copy of the Service Verification Certificate of each employee.

 Send Forms to Retiree (08 Months before Date of Retirement): Retiree is asked to fill up
the pension forms online. If retiree has mobile no. and email-id, then SMS & Email alert will
be sent for online filling of forms.
 Retiree will login into the software using credentials sent on his/her mobile no. and
email-id which will be login id as (PAN) and password (initially DOB as ddmmyyyy,
that to be changed mandatorily via OTP).
 A confirmation Email and SMS will be sent to retiree, giving status of each action.
 Retiree has to submit NDC request online via link to e-Awas website.
 Retiree will fill up details required through the menu option – “Information to be filled
by Retiree”.
 Based on the information filled by retiree; Pension Forms (Form1, Form A, Form3,
Form5, FMA, Commutation Form and Undertaking Form) will be auto generated by the
software.
 Retiree needs to click ‘Send forms to HOO’ after filling all the forms.

7|Pag
e
Actions by Head of Office (HOO) [Continued….]

 Once forms have been submitted online to HOO, no editing can be done by retiree.
 Individual will take print out of forms. Duly signed copy of each form is to be handed
over to HOO.

 Verification of Forms (04 Months before date of retirement): The pension forms received
are verified by Head of Office (HOO). If any correction is required, forms can be returned
online with remarks/reasons.

 Action 4 months before date of retirement: Worksheet of Form 7 and Form 8 are filled online
and checked by Head of Office before finally submitting to Pay and Accounts Office (PAO)
online as well as signed copy of the forms along with calculation sheet.

 Send to PAO: After filling Form 7 and Form 8 send the forms to PAO.

 PPO (1 month before date of retirement (BDR): PPO number of the retiree is updated
automatically from the ‘PFMS’ / ‘COMPACT’ package in PAO.

7. Reports: HOO can view various MIS Reports generated by Bhavishya.

8. In Utility, HOO has various options

 Add/Update Functional Head: Short Codes can be added as guided by respective PAO.
 Import Data from EIS: Any changes made in EIS, can be imported any time in Bhavishya.
 Retiree Forms: HOO can fill retiree pension forms from his login itself in case the
individual is unable to do so.
 Identity Card: Pensioners Identity Card can be generated through this utility.
 Update Photograph and Sign: HOO can update images without returning the case to
Retiree.
 Update Undertaking: HOO can upload fresh file without returning the case to Retiree.
 Download ePPO: Retirees’ whose cases are processed in Bhavishya with combination of
PFMS there ePPO can be downloaded.

8|Page
Bhavishya: Home Page

9|Pag
e
 Bhavishya: Login Page

[Link]

2. Continue

Step 1: Click on Login menu on homepage.

Step 2: Enter user id or email registered with ‘Bhavishya’ and Security code and click on
‘Continue’ button.

3. Login

Step 3: Enter password and click on ‘Login’ button.

Note: Password will be same as the password used to access email on [Link] portal
For example: If email id registered in Bhavishya is xyz-123@[Link]
Password: will be same as the password used to access this email

 Department can have more than one login for HOO/PAO and their dealing hands. However,
there must be only one active login for DDO processing salary for the employees.

10 | P a g
e
 Bhavishya: HOO Dashboard

HOO can click here to

Click here for User update mobile no.
manual to know the
procedure of updating
PPO no. manually

 HOO can view the list of retirees going to retire in next 15 months in tabular and graphical form.

 HOO gets SMS/E-mail alert for each activity due & performed.

11 | P a g
e
 Edit Profile

 If HOO login id is designation or office based then on appointment of new HOO, the new user
details can be updated from Edit Profile menu after login in Bhavishya.

 Also, signature of HOO (required for generation of Pensioners’s id card) can be updated from
Edit Profile menu.

Name of Office/Department Edit Profile

12 | P a g
e
 Multiple Offices/Roles

Selecting Offices

 If a user has been appointed as HOO/DDO/Dealing Hands of more than one office, then he/she
needs to mail at bhavishya@[Link] with his/her offices DDO code and PAO code.

 After the office is added in Bhavishya, select the office of the retiring employee by clicking on
Office button and selecting the concerned office from dropdown.

Offices

Select Office from

dropdown

Selecting Roles

 If a user has more than one role, then he/she needs to select the desired role by clicking on
Role button and selecting the role from dropdown.

Role
Select desired Role
from dropdown

13 | P a g
e
 Action

Action

HOO has to complete all the actions in sequence for all the retiring employees with-in the given
time frame.

 Scanning and uploading of concerned document is required in

 Service Verification (12M BDR)
 Form Received (6M BDR)

 Automated Actions
 Send form to Retiree (8M BDR)
 Form Received: Capturing “Form Sent Online Date by Retiree” (6M BDR)
 PPO Issued

*M: Months
*BDR: Before Date of Retirement

14 | P a g
e
 Action: Service Verification (12M BDR)
*M: Months
*BDR: Before Date of Retirement

Action  Service Verification (12M BDR)

1 HOO can view uploaded Service

verification certificate in
‘Service Book Verified’.

Step 1: Click on ‘Service Book Not Verified’.

2 3 4

5 6

Step 2: Click on checkbox against the retiree name whose service is to be verified.
Step 3: Specify the period of service verified. (i.e. from Date of Joining to the date till when service
is being verified).
Step 4: Scan and upload the Service verification certificate.
Step 5: Enter Date of Service Verification.
Step 6: Click on Submit button.

 HOO can view uploaded Service verification certificate in ‘Service Book Verified’.

15 | P a g
e

Action: Form Received (6M BDR)
*M: Months
*BDR: Before Date of Retirement

Action  Form Received (6M BDR)

Forms Not Submitted Electronically

Forms Not Submitted by Retiree

online on Bhavishya

 Click on ‘Forms not submitted electronically’ to view the list of retirees who have not submitted
their forms online through Bhavishya. You will be directed to the screen given below. 

 If you wish to fill pension forms of any retiree from your login, follow the following steps:
Step 1: Click on Not Submitted their Forms.
Step 2: Click on Edit Form and fill all the forms for retiree.

16 | P a g
e
Action: Form Received (6M BDR) [Continued….]

Forms Submitted Electronically but Signed Copy of Forms Not Received

No. of retirees who have submitted their forms

online, but HOO has not received their forms online

 After retiree submits forms online, HOO need to receive his forms online too on ‘Bhavishya’.

 Click on Forms Submitted Electronically but Signed Copy of Forms not received.

3 4

Step 1: Click on the checkbox against the retiree whose forms are to be received online.
Step 2: Upload the Bank Undertaking received and signed by retiree.
Step 3: Enter Date of receipt of Form in Physical.
Step 4: Click on Submit button.

 If any changes are needed in retiree forms on retiree level then, to Return Back the forms to retiree
click on ‘Return Back’ button. HOO mandatorily has to give the reason for returning the case.

Signed Copy of Forms Received

 Once the forms are received online it will be seen in Signed Copy of Forms Received.

17 | P a g
e

Action: Forms Verification (4M BDR)
*M: Months
*BDR: Before Date of Retirement

Action  Forms Verification (4M BDR)

Forms Not Verified

 Pension forms submitted by retiree must be verified 4 months before the date of retirement.

HOO can view verified

retiree pension forms in
[Link] Not Verified
‘Forms Verified’.

Step 1: To verify the forms sent by retiree online, click on Forms Not Verified.

2 3

Step 2: Click on the ‘Browse’ button to upload the duly signed copy of Bank Undertaking or
click on ‘View Undertaking’ to view the uploaded Bank Undertaking.

Step 3: Click on Verify button.

18 | P a g
e
Action: Forms Verification (4M BDR) (Continued….)

View Forms

 To view the details filled and submitted by retiree click on the ‘View Forms’ button.
 On clicking ‘View’ button a screen pop-up showing all the details filled submitted by retiree to
HOO.

Return Back

Return

 If any changes are needed in retiree forms on retiree level then, to Return Back the forms to retiree
click on ‘Return Back’ button. HOO mandatorily has to give the reason for returning the case.
 On clicking ‘Return’ button a dialog box will appear in which reason for returning the case has
to be mentioned. The reason will be visible to retiree for performing required changes.

19 | P a g
e
Action: Forms Verification (4M BDR) (Continued….)

View/Edit Images

 If any changes are required in images uploaded by retiree, then there is no need to return back the
forms to retiree, images can be edited by HOO/Dealing Hand to HOO by clicking on the
‘View/Edit Images’ button.
 On clicking ‘View/Edit Images’ button a screen appears where images need to be uploaded.

After uploading the images click on Update button

20 | P a g
e
 Action: Fill Form 7 and 8 (4M BDR)
Form 7
*M: Months
*BDR: Before Date of Retirement

Action  Fill Form 7 and 8 (4M BDR)  Form 7

[Link] 7 Not sent to

PAO Form 7 returned bac k
from PAO can be
processed from ‘Form 7
Return Back From PA O’

Step 1: Click on Form 7 Not Sent to PAO.

Step 2: Click on Edit button to open Form 7 Worksheet.

 Semi-filled Form7 Worksheet will be available, you can modify the data, if required, like type of
pension, last 10 months emoluments etc., as shown on the next page.

21 | P a g
e
 Click on ‘Add’ button
after filling all the details
i.e. period from, period to,
basic, basic drawn etc.

Select ‘6th’ or ‘7th’ CPC Click on ‘Submit & Calculate’ after checking all
the filled details to automatically generate
Calculation sheet.

22 | P a g
e
Action: Fill Form 7 & 8 (4M BDR) Form 7 (Continued….)

Note 1: If any temporary service is there for retiring employee then it should be added in Point 12 (c).

Step 1: Select Whether any additional qualifying services as ‘Yes’.

Step 2: Select ‘Counting half of the service paid from contingencies with regular service’
from Type of qualifying service dropdown.

Step 3: After mentioning Year, Month and Day of temporary service, enter Date from
which temporary service started.

(Kindly see DOPT O.M. No. 49014/2/2014-Estt.(C) dated 26.02.2016 and O.M. No.
51016/2/90 Estt.(C) dated 10.09.1993 for Counting half of the service paid from
contingencies with regular service.)

Step 4: Click on Add button.

3 4

Note 2: If any non qualifying services is there for retiring employee then it should be added in Point 12
(b).

Step 1: Select Whether any non qualifying services as ‘Yes’.

Step 2: Select Type of Non Qualifying Service.

Step 3: Enter Period From and Period To and click on Add button.

23 | P a g
e
Action: Fill Form 7 & 8 (4M BDR) Form 7 (Continued….)

Pension Calculation Sheet

 After checking the calculation sheet, if data is correct, click on ‘Save Calculation’.

24 | P a g
e
Action: Fill Form 7 & 8 (4M BDR) Form 7 (Continued….)

Form 7 Checklist
Click on Form 7 Checklist

After filling mandatory fields click on

Update button.

Select Yes, if the name of retiring employee in bank

account matches with the name in service book.

25 | P a g
e
 Action: Fill Form 7 and 8 (4M BDR)
Form 8
*M: Months
*BDR: Before Date of Retirement

Action  Fill Form 7 and 8 (4M BDR)  Form 8

[Link] 8 Not sent to Form 8 returned back

PAO from PAO can be
processed from ‘Form 8
Return Back From PA O’

Step 1: Click on Form 8 Not Sent to PAO.

Step 2: Click on Edit button to open Form 8 Worksheet.

 Recoveries pending against the

retiree are to be mentioned in this
form.
 If retiree does not have recoveries
then just fill the ‘File number’
(number of file which is maintained
for the individual manually) and
click on ‘Submit’.

26 | P a g
e
 If any recoveries/dues are there pertaining to retiree/individual then

 ‘Select Recovery type’ for which amount is to be recovered.

 Enter Recovery amount and Click on ‘Add Recovery’.

If recovery type is not found in drop down then click on ‘Others’

 As soon as, you click on ‘Others’ recovery code is asked. Then, you need to first Add/Update
Functional Heads from the Utility menu as shown under heading ‘Utility: Add/Update
Functional Heads’.
 After adding the recovery head details
in UtilityAdd/Update Functional
Head, select Recovery Head in Form
8 and click on Add Recovery.
 After filling all details click on
Submit button.

27 | P a g
e
 Action: Send to PAO
Action  Send to PAO

Take the print-out of

forms (Form7, Form8
1 & calculation sheet)
& submit the signed
copy to PAO.

Forms Returned back from PAO

can be forwarded to PAO after
editing Form 7 and 8.

Step 1: Click on Form(s) Not Sent to PAO.

Step 2: Send the pension forms to PAO online, after checking the current view of Form 7 and 8.
Click on ‘Forward’ button to send all the pension forms (Form7, Form 8, Form 1, Form A,
Form 3, Form 5) to PAO online.

Note: Action taken by PAO (e.g. status of pension case, assigning of PPO & retirement benefit
payment details) updated automatically in the Bhavishya through PFMS.

28 | P a g
e
 Utility: Add/Update Functional Head

Utility  Add/Update Functional Head

 If recovery head is not found in Form 8, then it can be added here.

 Fill the details like Code, Functional Desc., Object Head, Category, Grant No. etc.

 After filling the details click on ADD button.

 After adding the details here, go to Form 8 and select desired recovery.

29 | P a g
e
 Utility: Import From EIS

Utility  Import From EIS

If any changes are made in EIS retiree data that needs to be synched in Bhavishya then this
Utility can be used. (Make sure that pension forms are at retiree level.)

1
2

Step 1: Enter PAN.

Step 2: Click on Detail.

Step 3: Click on Edit button to download data from EIS.

30 | P a g
e
 Utility: Retiree Forms

Utility  Retiree Forms

If any retiree could not fill his/her forms, then his/her forms can be filled from HOO/Dealing
Hand to HOO login using this Utility.

Step 1: To fill pension forms of retiree, Click on Not Submitted their Forms.

Step 2: Click on Edit button to fill the pension forms.

31 | P a g
e
 Utility: Identity Card

Utility  Identity Card

To print Pensioners’ Id card, use this Utility.

Enter Retirement Date From and To or Ministry, Department or Name or PPO, and then click on
Detail.

 To print Plastic ID card, click on ID card icon below Plastic ID card.

 To print Paper ID card, click on ID card icon below Paper ID card.

32 | P a g
e
 Utility: Download ePPO/eSSA
Utility  Download ePPO/eSSA

 ePPO and eSSA can be downloaded for only those retirees whose case is processed through
Bhavishya in combination with PFMS.

 Search using Name or PPO no. or SSA no. (if issued) and then Click on ‘Detail’ button.

 Click on icon below Download ePPO to view ePPO.

Download Icon

 Click on download icon to download ePPO.

33 | P a g
e
 Click on icon below Download eSSA to view eSSA.

Download Icon

 Click on download icon to download eSSA.

34 | P a g
e
 Contact Details

 E-mail: bhavishya@[Link]

 For technical matters: 011-24640650, 24640651

35 | P a g
e