How to change the EPF/EPS contribution of an employee?

The Employee Pension Scheme (EPS), or Employee Provident Fund (EPF), is a social security scheme implemented by the Employees' Provident Fund Organization (EPFO) in India. It is a part of the overall Employees' Provident Fund (EPF) scheme, which aims to provide retirement benefits to employees in the organized sector & is managed by the Ministry of Labour and Employment, Government of India. 

Path 1: From Employee Profile

1. Search the employee’s name in the Global Search Bar.

   

2. Go to Finances → Summary.

3. Scroll to Statutory Information.

4. Click Fill in this information under PF Account Information.

5. Enter PF details and enable Employee is a member of EPS.

6. Click Update to save.

   

Path 2: From Payroll Admin → Operations

1. Go to Payroll→ Payroll Admin → Operations.

   

2. Scroll to Payroll Status, Tax Regime & Financial Details.

3. Click Employees’ Statutory Info.

   

4. Choose:

   • Import Bulk: Download Excel Template, fill it, and Upload Excel File.

   • Edit: Update PF details manually, enable EPS, and click Update.

     

Path 3: From Payroll Imports

1. Go to Payroll → Payroll Admin → Operations .

2. Scroll to Payroll Imports → click Import Financial Information.

   

3. Click Excel Template to download.

4. Fill in EPF/EPS details and Upload Excel File.