Statutory Details – A Summary of the Activity

The ‘Statutory Details’ activity enables you to capture all the statutory details of the employees such as PAN Number, Unique ID Number, Previous ESI Number, Labour Card Number, Passport Number, PF Number, ESI Number and so on can be saved and the history of the same can be tracked at any point of time.

Statutory Details

ØSelect “Statutory Details” activity under the “Employee Information Management – Bulk”.

The “Statutory Details” page appears.

ØEnter the following field details in the header:

Client Code

From the drop-down list box, select the code of the client.

Client Name

The name of the client is displayed on selecting the client code.

Service Location

The Service Location is displayed on selecting the client code. If there are multiple service locations then select from the combo but if there is only one service location then that will be defaulted.

ØEnter the following field details under “Search Criteria” in the header:

Store/Branch/Office

On selecting the client code, the “Store/Branch/Office” is displayed by default. From the drop-down list box, you are also allowed to select the employee’s store/office/branch. The combo is loaded with various options for you to choose.

Department

On selecting the employee code, the “Department” is displayed by default. From the drop-down list box, you are also allowed to select the department type. The combo is loaded with various values for you to choose.

Employee Code From/Effective Code To

Enter the employee code range From and To of the employee

Help facility available

DOJ From/DOJ To

The date of joining From and To range for the search criteria.

ØClick the “Show Details” pushbutton. The system displays the “Employee Code”, “Employee Name”, “Effective From” and “Effective To” in the “Statutory Details” multiline.

ØEnter the following field details in the “Statutory Details” multiline:

Modification Option

From the drop-down list box, select the required modification option. The combo is loaded with the values “Correct” and “Update”. The system displays “Select” by default on launch of the page. Mandatory.

§  Correct – Select “Correct” option to save the modified details with current effective date.

§  Update – Select “Update” option to update the modified details with new effective date.

Note: If you choose the “Correct” option, the changes you make will come into effect in the existing record itself. If you choose the “Update” option, the existing version of the record will be closed and a new record will be created containing the changes you make. You are allowed to specify a new effective date which will become the effective date for the new record.

New Effective From

The new effective from date. When you select “Update” option from the “Modification Option” combo, the existing version of the record will be closed and a new record will be created containing the changes made. In such case, you are allowed to specify the
 “New Effective From” date which is the effective date for the new record.

PAN Number

The PAN Number of the employee. Mandatory.

Unique ID Number

The unique ID number of the employee.

Previous ESI Number

The Previous ESI number of the employee.

Labour Card Number

The labour card number of the employee.

Passport Number

The passport number of the employee. Mandatory.

Issuing Authority

The issuing authority of passport.

National ID Card No

The national ID card number of the employee.

PF Applicable

From the drop-down list box, select the required option. The combo is loaded with the values “Yes” and “No” for you to choose. Mandatory.

PF Number

The PF Number of the employee. Mandatory.

ESI Number

The ESI Number of the employee. Mandatory.

Effective From/Effective To

The Effective From and To date range for the selected record. The “Effective From” date is the “New Effective From” date. When you select “Update” option from the “Modification Option” combo, the existing version of the record will be closed and a new record will be created containing the changes made. In such case, you are allowed to specify the
 “New Effective From” date which is the effective date for the new record.

The “Effective To” date will be automatically calculated based on the “Effective From” date and displayed.  

Error Remarks

Any error while creating the record is listed in this field.

ØSelect the required field and click “Save” to submit the details entered.

Note: On saving the selected record, the “Status”, “Professional Tax Location”, “ESI Location”, “LWF (Labour Welfare Fund) Location” and “Skill Type” get displayed which are fetched on clicking the “Show Details” pushbutton.

Status

The status of the selected record.

Professional Tax Location

The location of professional tax service.

ESI Location

The location of ESI service.

LWF Location

The location of LWF service.

Skill Type

The type of skill.

Note: The “Professional Tax Location”, “ESI Location” and “LWF Location” are mapped in the “Location Master” screen under “Client Management”.