How can admin add/update Provident Fund details of employee?

Provident Fund is a government-managed retirement Savings Scheme for employees who can contribute a part of their pension fund every month. 

To add Provident Fund (PF) details of an employee, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Information > Bank/PF/ESI. The Bank/PF/ESI page appears.
2. From the Search Employee search box, search for the employee whose PF details you want to update.
3. Next to PF Account, you can view an Edit icon. Click the Edit icon to update the PF details.
4. Select Employee is covered under PF check box.
5. In the UAN text box, enter the UAN number.
6. In the PF Number text box, enter the PF number.
7. In the PF Join Date, enter the joining date of the employee’s PF.
8. In the Family PF No text box, enter the employee’s family PF number.
9. Select the following check boxes as per your requirements:
   1. Is existing member of EPS
   2. Allow EPF excess contribution
   3. Allow EPS excess contribution
10. From the Document Type drop-down list, select the relevant document.
11. Click Save to save employee’s PF details.

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Related Links:

Video: To watch the video on Bank/PF/ESI page, click here.

FAQs: To read more FAQs about Bank/PF/ESI, click here.

Documentation: To learn more about the Bank/PF/ESI page, click here.

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