A. This is the member's first time joining EPF: In this situation, the employer may use the EPFO site to get a UAN in advance based on the member's declaration form information. The following is the process flow: Pro Legal HR Payroll Company Solution in India by ESI PF Consultant in Ahmedabad.
Through an online feature on the site, the employer would get the Universal Account Number (UAN) for a new member from EPFO.
Go to the EPFO website and enter your establishment ID and password to log in.
"REGISTER-INDIVIDUAL" under the "Member" menu option
The member registration form will appear after selecting "Register – Individual." For all first-time employment instances, the default prior employment choice would be "No."
Fill up the form with the workers' information. Every required field has a red* asterisk next to it.
Next, input your KYC information, including your bank account information, Aadhaar number, and PAN.
Click "Save" after all the fields have been filled out.
A dialog box asking, "Are you sure you want to save the member detail?" displays when you click "Save." Click "Ok."
Click on the "Edit" column next to the employee's name if you want to change any information.
After that Place your mouse pointer on the ‘Member’ menu tab and click on ‘Approvals’
Click "Approve Individual Registration" to see the approved list, which includes the newly registered employees' UAN cards.
Before joining the current organization, the individual was an EPF member: In these situations, the following is the process flow:
Using the "FORM 11" declaration form, the member provides the employer with the UAN/EPF Account Number data.
Members with prior employment are eligible to choose the "YES" option under "REGISTER - INDIVIDUAL" under "Previous Employment."
The employer must complete the form with their name, Aadhaar number, UAN number, and date of birth before clicking "Verify."
The remaining form will be activated and all relevant fields will be filled in when the input has been successfully verified with the EPFO database. Editing departing information that are in the color grey will not be permitted.
Required fields are indicated with red asterisks.
Click "Save" after the member's information has been entered.
To approve submitted records, choose "APPROVALS" from the "Member" menu item.
There are pending actions shown on the screen. There are three choices against the activities: View, Approve, and Reject.
The "View Approved," "View Rejected," and "View All" buttons allow you to examine the records that have been accepted and denied.
Documents needed to produce a UAN:
The following employee information is required in order to generate a UAN:
Information about a bank account, including the branch name, IFSC code, and account number.
PAN (not a required document for the process of generating UANs).
The required document is the Aadhaar number.
Additional forms of identification, such as a driver's license, passport, Aadhaar, voter ID, etc.
How to get the Employer Portal's list of all active employees:
A list of workers with their PF number, name, and UAN number may be found after logging into the new EPFO site. Click dashboard, then active members. Click "Show All Employees" to see the UAN list of all active members in your businesses. Pro Legal HR Payroll Company Solution in India by ESI PF Consultant in Ahmedabad. A new page will now appear.
The UAN number, EPF member ID, gender, date of birth, date of joining, relationship information, cellphone number, Aadhaar number, PAN number, bank account number, and other data of every current EPF member are now available. All of these information are available as an Excel file for download.