Configure PF, ESI & Professional Tax
Set up your statutory deductions once and Kredily applies them automatically every payroll run.
PF & ESI
In Payroll → Settings → PF & ESI, click Edit and add an effective date, then:
- PF basis — 12% of basic, or 12% of gross except HRA; or a fixed value or a custom formula.
- Statutory wage ceiling — enable to cap PF at ₹15,000 regardless of actual basic/gross.
- LOP dependency — make PF reduce with loss-of-pay days if required.
- CTC treatment — include or exclude employer PF in CTC.
- Override — turn on to adjust a single employee's PF when needed.
- Admin & EDLI charges — include or exclude.
ESI is configured in the same area per your organisation's policy.
Professional Tax (PT)
In PT Settings, simply turn it on and select all states. PT is then deducted per each employee's work location/state — so make sure every employee has the correct work location set, or PT won't compute for them.
Common issues
- PF/ESI not deducting for someone — check they're enrolled and within applicable wage limits, and that an effective date was set on the configuration.
- PT is zero / not applied — the employee's work location (state) is missing or PT isn't enabled for that state. Set the location and enable the state.
- Missing UAN/ESI number — statutory numbers must be on the employee record for filings; add them in the employee's finance/statutory details.
Compliance figures (rates, slabs, ceilings) follow statutory rules — if you're unsure what your organisation should use, confirm with your finance team rather than guessing.
When to contact support
Settings and effective dates are correct but deductions still don't compute on a run — raise a ticket with the employee ID and payroll month.