Compliance Pack
New joiner UAN generation, exit marking and service history update by employer
What this means, checked by a CA
When someone joins, we make sure they get or link a single UAN, with KYC approved. When someone leaves, we mark the exit date and reason correctly. If old dates are wrong, we fix them through a joint declaration so PF transfers and claims do not get stuck.
₹999
Monthly, on each joining and exit, + 18% GST
- Delivered in Within 3 working days of the joining or exit details
- Due: Before the first ECR that includes the joiner (15 days after month end); exit marking in the month after the last working day
How we do it: IDFD
Every case runs through the same four steps: Information, Discussion, Forms, Deliverables. You see each one ticked as it happens.
InformationWhat we need from you · 7 items
Joiner's Aadhaar with linked mobile
Needed for UMANG face authentication
Existing UAN, if any
Avoids a second UAN
PAN and bank details
KYC approval by employer
Date of joining and wages
Member registration and ECR
Last working day and reason
Exit marking
Appointment letter, salary slipsOptional
Proof for date corrections
Employer DSC or e-sign
Approves KYC and declarations
DiscussionWhat we discuss · 5 items
Does the joiner already have a UAN from an earlier job?
Link, do not create a new one
Can the joiner do face authentication on a phone?
Plan assisted onboarding if not
Is the joiner an international worker or from Nepal or Bhutan?
Employer route still applies
What was the real last working day and reason for leaving?
Wrong dates block transfers and claims
Is the record from before 2017 or from a closed unit?
May need a physical joint declaration
FormsForms we file · 6 items
Collect UAN or have the joiner do UAN Allotment and Activation in UMANG with face authentication
Where: UMANG app > EPFO > UAN Services Through Face Auth. Due: Within the joining week
Link the UAN to the establishment
Where: EPFO Unified Employer Portal > Member > Register Individual. Due: Before the month's ECR
Approve PAN and bank KYC
Where: Employer Portal > Member > Approve KYC Seeded by Member. Due: Within 7 working days (practitioner guidance)
Include the joiner in the ECR
Where: Employer Portal > ECR upload. Due: 15th of the following month
Mark date of exit and reason for leavers
Where: Employer Portal, exit marking. Due: After the final contribution month
Approve or file joint declarations for wrong joining or exit dates
Where: Employer Portal pending requests; member side Manage > Joint Declaration. Due: As requests arrive; clear weekly
DeliverablesWhat you get · 3 items
UAN linked with member ID for each joiner
When: Within 3 working days
KYC approved status
When: Within 7 working days
Exit marked or joint declaration filed
When: Filed within 3 working days; EPFO takes about 3 to 4 weeks
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