Nomination and Declaration forms

Nomination and Declaration forms

Quick Access : Payroll > Declarations > Statutory tab (For Employees)
Menu path : Payroll Manager > Employee Details > Edit Employee record - Declarations page (For Payroll Manager)

The option to fill up various nomination forms and declarations associated with Payroll is available to employees and also to the Payroll Manager who can do it on their behalf.

There are three forms in total but all might now be visible (form visibility is linked to feature activation), for example - if employee is not participating in ESI then ESI nomination form will not be visible. Sample forms are attached with the article.


1. Gratuity Nomination

To submit the gratuity nomination select the nominee, provide address, email, relationship and the percentage to be given for each of the nominee. Numbers of nominee can be more than one but % of Gratuity should be equal to 100 across all nominees.

Once the nominee details are submitted the nomination form can be downloaded using the Download button. To change the details use the "Modify" option. Details of gratuity nomination can be viewed from Reports > Payroll > Employee Reports > Gratuity Nomination and Reports > Payroll > Employee Reports > Gratuity Nominee Details.

2. PF Declaration - Form 11

Some part of PF declaration data is captured as a part of the new joiner information. The remaining needs to be updated as per the form below.



Steps to be followed -
  1. Complete the data as per the form
  2. Click on "Generate PF Form 11" to generate the form in PDF file format
  3. Once Payroll Manager files this with the authorities the status should be changed to "Filed"
  4. Payroll Manager has the "Cancel" option to make changes and then generate and file again

3. Refer to the article on Updating Form 12BB for details on how to create Form 12BB.



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