To complete the Provident Fund (PF) Know Your Customer (KYC) mapping in greytHR, perform the following actions:
- Navigate to Payroll > Admin > PF KYC Mapping. The PF KYC Mapping page opens.
- Click Export KYC to download the PF KYC Information excel sheet.
- Click the Edit icon against the employee whose PF KYC you want to map. Modify KYC Link pop-up appears.
- Select the Doc Type option as per your requirement. This window displays the employee's verified documents only.
- Click Submit.
- Click Generate KYC. The text file generates as per the EPFO requirement.