How to Set Up EPF for Your Organization: A Quick Guide

Setting up EPF for your Organization

PROVIDENT FUND

Setting up EPF for your Organization

Register your organization for EPF, connect establishment codes, and bootstrap rules in a single guided setup.

EPF setup
👥 WHO USES THIS
â–¸Payroll admins onboarding EPF
â–¸Finance registering establishments
â–¸HR setting up new entities
✨ WHAT YOU'LL ACHIEVE
â–¸Register establishment codes
â–¸Bootstrap EPF rules quickly
â–¸Go live with EPF-ready payroll
  • To configure EPF for your organization, navigate to Tax and Statutory Compliances → Statutory Components → Provident Fund and click the Edit icon. 

  • Enter your EPF Number, which can be found in the registration letter received from the Employees’ Provident Fund Organization (EPFO).

  • Choose whether to include the EDLI, and Admin Charges as part of the employee’s CTC. 

  • You can also select whether to allow overriding the PF contribution rate at the employee level during salary configuration for that specific employee.

  • For both employer and employee contribution rates, select the appropriate Contribution Type: Restricted Wage Contribution – Limit contributions to ₹15,000 of PF wage and Actual Wage Contribution – Calculate 12% of the actual PF wage.

  • If you choose to restrict the employer’s contribution calculation to ₹15,000, the system will apply this limit even if the PF wage exceeds that amount.

  • Additionally, you can enable Arrear PF Calculation to include provident fund contributions on arrears.

  • Select whether you want to Pro Rate Restricted PF Wage- PF contribution will be pro-rated based on the number of days worked by the employee

  • Once EPF is set up for your organization, it only needs to be linked when adding a new employee. The system will then automatically deduct PF contributions every month based on the configured rules.


Fig: Provident Fund


    • Related Articles

    • Setting up NPS for your Organization

      NATIONAL PENSION SCHEME Setting up NPS for your Organization Onboard your organization to NPS — register with NSDL, link corporate account, and activate employee tiers. NPS setup 👥 WHO USES THIS ▸Payroll admins onboarding NPS ▸Finance linking ...
    • Setting up PT for your Organization

      PROFESSIONAL TAX Setting up PT for your Organization Register your organization under state-specific PT slabs, configure return frequencies, and automate employee-level deductions. PT setup 👥 WHO USES THIS ▸Payroll admins onboarding PT ▸Finance ...
    • Setting up ESI for your Organization

      EMPLOYEE STATE INSURANCE Setting up ESI for your Organization Register your establishment for ESI, configure wage ceilings, and enable location-based applicability in one setup flow. ESI setup 👥 WHO USES THIS ▸Payroll admins onboarding ESI ▸Finance ...
    • Setting up Gratuity for your Organization

      GRATUITY Setting up Gratuity for your Organization Enable gratuity computation and liability tracking — with eligibility rules, accrual policies, and payout triggers. Gratuity setup 👥 WHO USES THIS ▸Payroll admins enabling gratuity ▸Finance ...
    • Setting up LWF for your Organization

      LABOUR WELFARE FUND Setting up LWF for your Organization Configure Labour Welfare Fund contributions state-wise — with contribution cycles, rates, and applicability rules. LWF setup 👥 WHO USES THIS ▸Payroll admins onboarding LWF ▸Finance defining ...