Step: 1

How to activate the PF and ESI component


Please refer the below-mentioned path to activate the component

Go to Payroll settings >>Select Salary components >> Select the component PF and ESI >> Click on View/Edit >>Tick on Active >> click on Save


Once the component is activated, allocate the component to employees


Step 2:  How to allocate a pay component in the salary structure of employees?

In the same page, select Pay allocation.


Select the Pay Component as PF employer >>Month >> Branch. The details of all active employees who don’t have that pay component added in their salary structures would be displayed and Save.

Salary structures would be displayed


Note : Similarly allocate PF employee, ESI employer and ESI employee component to employees. 


Step 3A:  How to Enable PF and ESI employee-wise

Go to Employees menu >> select the Employee >> click on view/edit >> Under PF,ESI  tab >> check the box Employee covered under PF and update all the field and click on Save.


Note: If the employees PF and ESI details is available please do enter the same, or if the details are not available then please tick Employee covered under PF and ESI option and the details can be updated later and by default application will calculate amounts based on the component configuration.



Step: 4

Once PF and ESI option is enabled in the same page select Salary tab click on Calculate and click on Save.


Step 3B How to Enable PF and ESI bulk-wise

 

Go to Employees menu >> in Master tab >> in Add Employee button expand dropdown list >> and click on Bulk Edit Employee Master

In the Employee Master Export page;

  • Select the Criteria to filter the employees on given categories
  • In the Main List, select Employees has PF/Employees has ESI option and move this to the Selected List
  • Click Export at the bottom of the screen; an excel Template gets downloaded.

              Update the Template as required and Upload it at the same path.



Step 4


Now Salary breakup needs to be recalculated after PF is uploaded in bulk

Go to Employees menu >> More >> Salary Changes >> Select Recalculate Salary Breakup

Select the relevant Locations and click Update CTC.