How to view/update the statutory information for an employee or in bulk?

o comply with employee benefit schemes like PF, ESI, and LWF, employers must collect and update statutory details for each employee. These include PF/ESI numbers, registration dates, and location-specific data. In Keka, you can update this information individually or in bulk.

To update statutory info for a single employee:

1. Search for the employee using the search bar → Open their Profile.

2. Go to Finances → Summary.

   

3. Scroll to Statutory Information → Click the Edit icon.

   

4. Update PF, ESI, PT, or LWF details as required.

5. Click Update to save changes.

Alternate method:

1. Go to Payroll → Payroll Admin → Operations.

   

2. Scroll to Payroll Status, Tax Regime & Financial Details → Click Employees’ Statutory Info.

   

3. Select the Pay Group (if applicable).

4. Find the employee and click Edit to update statutory details.

5. Click Update once done.

   

To update statutory info in bulk:

1. Go to Payroll → Payroll Admin → Operations.

2. Under Payroll Status, Tax Regime & Financial Details, click Employees' Statutory Info.

    

3. Click Import in Bulk.

   

4. Download the Excel template → Fill in or modify employee statutory details.

5. Upload the completed file back to the portal.

To update statutory and financial info together in bulk:

1. Go to Payroll → Payroll Admin → Operations.

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

   

3. Download the Excel template → Enter both financial and statutory data.

   

4. Save and upload the file to update records.