Select the “Record Nomination Details” hyperlink at the bottom of the “Record Employee PF Details” / “Record Employee Pension Fund Details” page.
The “Record Nomination Details” page appears.
The system displays the following.
Date Format |
The date format that is applicable to the login user. |
Employment Unit |
The employment unit of the employee. |
Employee |
The employee code and the name of the employee. |
Employee Type |
The type of employee. Example, Consultant, Contract. |
Position Title |
The title of the position held by the employee. |
Department |
The department to which the employee belongs. |
Gradeset |
The gradeset of the employee. |
Unit/Work Location |
The unit/work location of the employee. |
Date of Birth |
The date of birth of the employee. |
Date of Joining |
The date on which the employee joined the organization. |
Date of Separation |
The date on which the employee separated from the organization. |
Nomination For |
The system displays whether the nomination is for Provident Fund or Pension Fund. If the screen is launched from the “Record Employee Provident Fund Details” page, the value ”Provident Fund” is displayed in this field. If the screen is launched from “Record Employee Pension Fund Details”, the value ”Pension Fund” is displayed in this field. |
Fund Name |
The name of the Provident Fund if the nomination is for Provident Fund. Otherwise the name of the Pension Fund is displayed. |
Employee Fund No. |
The Provident Fund number of the employee. |
Enter the following.
Spouse Name |
The name of the spouse. |
Spouse Date of Birth |
The date of birth of the spouse. |
To record nominee details (According to priority)
Enter the nominee details in the multiline according to the priority.
No. |
The serial number to identify the record of each nominee. |
Nominee Name |
The name of the nominee for the employee’s provident fund. |
Relationship |
From the drop-down list box, select the relationship of the employee with the nominee. |
Date of Birth |
The date of birth of the nominee. |
% of Share |
The percentage of share of the Provident Fund that the employee will be giving to the nominee. |
Dependant |
From the drop-down list box, select “Yes” to indicate whether the nominee is dependant, otherwise select “No”. |
Address Line 1 |
The address of the nominee. |
Address Line 2 |
The address of the nominee. |
Address Line 3 |
The address of the nominee. |
State |
The state in which the nominee. resides. |
Country |
From the drop-down list box, select the country in which the employee resides. |
Pin Code |
The pin code of the nominee. |
Phone No. |
The contact phone number of the nominee. |
Guardian Name (If Nominee is Minor) |
The name of the guardian of the nominee, if the nominee is minor. |
Remarks |
The remarks pertaining to the nomination details of the employee. |
To indicate whether a history of the modifications must be maintained
Enter the following.
Modification Option |
Select “Correct” or “Update” from the drop-down list box. § If you select “Correct”, the history of modifications is not stored by the system. The record is merely corrected, and the system treats the modification date of the record to be the same as “Effective Date“ you specified when you created the record § “Update”, the system stores the history of modifications, by inserting a new record to track each change to the record. The previous record is internally closed. When you select “Update”, you must also enter the date from which the changes must become effective. |
New Effective From |
If the edit option you chose is “Update”, specify the date from which the current modification will be in effect. The system maintains the “Effective To Date” of the previous record to be one day less than the “New Effective From” date. |
Select the “Previous” pushbutton beside the “Data Access History” field, to view the previous changes, if any, made to the selected employee Provident Fund details.
If no previous record exists, the system will display the current record.
Note: When you click “Previous” pushbutton, the system will display the previous record in the database, provided you had chosen “Update” in the “Edit Option” drop-down list box.
Select the “Next” pushbutton in the “Access Data History” field, to view the next change of the employee Provident Fund details.
Enter the remarks pertaining to the nomination details below the multiline.
Select the “Save” pushbutton to save the details.
€ Hyperlinked topics below
Use the page to record details of nominees for the employee’s PF.
To indicate whether a history of the modifications must be maintained