Record Employee Provident Fund Details - A summary of the activity

Through this activity, you can record the details of the employee’s Provident Fund.

Selecting employee for recording PF details: You can select the employee file to record employee PF details, through the search criteria method. This method allows you to use wild cards with the search criteria for retrieving the employee PF details. Examples of search criteria are employee name and employee type.

Recording employee Provident Fund details: You can record the following details.

• The name of the Provident Fund trust of the Provident Fund account.

•  The Provident Fund number of the Provident Fund account of the employee.

•  Indicate whether Employee Pension Scheme is applicable or not for the  employee in the PF Trust. If  “Yes”, enter the EPS number.

•  The date on which the employee joined as a member of the Provident Fund, in the previous organization. 

• The date of joining the Provident Fund in the new organization.

You can modify the Provident Fund details.

Recording nomination details: You can record

•  The spouse name and date of birth of the spouse.

Enter the nominee details according to the priority

•  The name of the nominee.

• The relationship of the nominee.

•  The date of birth of the nominee.

•  The percentage of share of the Provident Fund that the employee will be giving to the nominee.

• The contact address of the nominee.

• The guardian name of the nominee, if the nominee is a minor.

You can be a member of multiple Provident Fund trusts in the organization but you can only be the active member in one Provident Fund Trust at a time.

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Prerequisites

Employee Assignment must have been defined

Provident Fund Trust must have been defined

What you can do in this activity

Selecting employee for recording PF details

Recording employee PF details