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In this page, greytHR helps you generate the Know Your Customer (KYC) text file for multiple employees as part of PF statutory compliance. Here, you generate the file that you will need to upload to the EPFO website as part of the UAN and KYC report stipulated by the PF Board. Once the report is uploaded to the EPFO website, the process is completed. The process to upload is covered in the EPFO website for Employers.

  1. Navigate Payroll > Admin > PF KYC Mapping.

    Figure 1: Viewing the PF KYC Mapping page

  2.  Click the edit icon  adjacent to an employee to verify or change Doc Type in the Modify KYC Link pop-up window:

    The Modify KYC Link pop-up window.

  • Only verified documents display in the Modify KYC Link pop-up window.
  • The Error column populates if there are discrepancies against any employee such as missing UAN.

You can also perform the following from this page.

  • Use the filters to view employees as per their KYC status, UAN status, view all the employees at once or view individual employee and you can also set a from and to date range.

  • Click the button to unlink the KYC mapping for all the employees or select employee (use the Employee filter to select an employee).
  • Click the button to generate KYC for all the employees or select employee (use the Employee filter to select an employee). The file generates as per EPFO requirement:
    The PF KYC text file for bulk upload.
  • Click the button to download the details as a spreadsheet.

 Click here to view the video on how to map the PF KYC or watch it below:

Related Concepts

Employee Provident Fund (EPF)

Employee Information

Onboarding of an Employee

Document Management