How can admin update PAN for an employee?

The Permanent Account Number (PAN) is a computer-generated unique identification number provided by the Income Tax Department. PAN helps the government track and monitor financial transactions, prevent tax evasion, and ensure compliance with tax regulations.

As an admin, you can update the employee's PAN on the Employee Profile page.

To update PAN status from the Employee Profile page, perform the following actions:

1. From the greytHR Admin login, navigate to Employee > Information > Employee Profile. The Employee Profile page appears.
2. From the Search Employee search box, search for the employee whose PAN you want to update.
3. Under the Employee Identity section, click Add. The Employee Identity card opens.
4. From the Document Type dropdown list, select Permanent Account Number.
5. Under the PAN text box, add the PAN of the employee.
6. Under the Name in PAN textbox, add the exact name given in the PAN card.
7. Select the checkbox Document Verified if you have verified the PAN details.
8. Click Save to save the PAN details of the employee.

Note: You can also upload your employees' PAN details in bulk.

To upload the PAN details of your employees in bulk, perform the following actions: 

1. From the greytHR Admin login, navigate to Employee > Admin > Bulk Document Upload. The Bulk Document Upload page opens.
2. Click Upload Documents In Bulk (zipped). A form appears.
3. From the Category dropdown list, select the PAN category.
   Note:
   • To add/edit a category, click the Edit icon next to the Category dropdown list.
   • You can upload documents for multiple employees as a zip file under each category separately.
4. In the Document Name text box, enter the name of the document.
5. In the Description text box, enter the description of the document.
6. From the File Type dropdown list, select the appropriate format of the file.
7. In Select File, click Upload File. The dialog box opens. Browse to the required file in your system and click Open.
   Note: You can only upload ZIP files. You must name the documents in the ZIP file with their respective employee number.
8. The Publish to Employee Portal checkbox is selected by default. Uncheck the Publish to Employee Portal checkbox to make the documents private.
   Note: You can always reselect the Publish to Employee Portal checkbox if you want to share the documents in the employee portal.
9. Click Next. The page displays the PAN details documents under the Employee column for each employee.

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Related Links:

Video - To watch the videos on greytHR, click here.

FAQs - To read more FAQs about PAN, click here.

Documentation - To learn more about the PAN page, click here.

Product Update - To read about the product update, click here.