CoreIntegra Global Services Pvt Ltd

PF-Trust - Management

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PF Trust Management Software

An administrative solution to manage your employees’ unexempted PF Trust

PF Trust Management software solution, including features like PF ledger, investment tracker, interest and maturity proceeds tracking, PF trust balance sheet generation, PF accounting, Employee master, Claim tracker, KYC detail entry, Reporting options and many more, we address the problems that PF trust administrators face in managing trust activities.

Features Of Software

Import Tools

Our smart import tools give you complete freedom to transition the past data easily without any manual entries or uploads

PF Ledgers

Get updated employee ledgers with interest, transfer-ins, refundable and non-refundable loans, month on month.

Employee Self Service Portal

Generate huge employee satisfaction by providing online claim services, claim status online, pf ledgers online and online CRM tool. Transparent, reliable fast PF services for employees.

Benefits to Employees

  • 24*7 access to PF account.
  • Web Log-in to view PF Balance, Status of Loan Processing or other activities.
  • Regular mobile update on their PF Balances.
  • Online application facility for loans/withdrawals.
  • Dedicated Helpdesk for Non-routine queries

Transfer In -->

Transfer Out -->

Contribution -->

Withdrawal -->

Loan Process -->

Year end Process -->

Features Offered By CoreIntegra PF Trust Management Software

Application Overview

Employee’s Provident Fund (EPF) is a retirement benefit scheme that is available to all salaried employees. The Provident Fund is maintained with the Exempted PF Trust and EPS(Pension) is being contributed to EPFO. Any Company with over 20 employees is required by law to register with the EPFO.

With our PF Trust Management software solution, including features like PF ledger, interest and maturity proceeds tracking, PF trust balance sheet generation, PF accounting, maintaining the activities such as PF Settlements, PF Transfers, PF Loans.

We address the problems that PF trust administrators face in managing trust activities

Modules

Each member has a Master record that can be integrated from the HR System. The Employee Master tab contains the employee's full details like Name, Email id, Aadhar, PAN, Bank details etc. The tab provides shortcuts to search detail records for the employee.

We can check the employee Monthly and Annual Statements

Below are the sub modules in Employee master

  1. Create Employee
  2. Search Employee 
  3. New Employee Listing

Once user log’s in to the application, user will get the Transfer-In Menu and by selecting option ‘’Transfer-In request ‘’ in  drop down, user will be able search the Transfer-In request cases.

User can create New Transfer-In request by clicking on ‘’ Create Transfer In Request ’’ button. User need to enter the employee details in the fields provided in screen . Once the date is submitted then employee will get the notification to their Email id and Mobile Number

User can search the request based on Pern No and PF No. If all the data is transferred then the status will be displayed as ‘Completed’ else the status will be as ‘In Progress’. User can check the In progress request data by clicking on view in the requests.

Below are the sub modules it contains

  1. Transfer In Request 
  2. Apply Transfer-In 
  3. Send SMS & Email

User can fetch the PF Contribution data month-wise to each Member PF Account from the “Fetch PF Contribution Tab” . 

After fetching of the PF Contribution is completed, the Member can view the Monthly PF Contribution Amounts on the Monthly PF Statement.

 

Once user log’s in to the application, user will get the Transfer-Out menu and by selecting option ‘’Transfer Out List‘’ in drop down, user will be able to search the Transfer-Out requests.

User can search the request based on Pern No and PF No. once the transaction is finished then the details will be displaying in transfer out menu with completed status. Then status of employee will be changed to ‘S’ in employee master.

Below are the sub modules it contains

  1. Transfer Out List 
  2. Apply Transfer Out
  3. Transfer Out Bank Sheet
  4. CSV file for Bank portal upload
  5. Send SMS & Email 

Once user log’s in to the application, user will get the Settlement menu and by selecting option ‘’Settlement list ‘’ in drop down, user will be able to search the Settlement requests.

User can search the request based on Pern No and PF No. once the transaction is finished then the details will be displaying in Settlement menu with completed status. Then status of employee will be changed to ‘S’ in employee master.

Below are the sub modules it contains

  1. Settlement List
  2. Create Settlement
  3. Settlement Bank Sheet
  4. Send SMS & Email

Once user log’s in to the application, user will get the Loan process menu and by selecting option ‘’Search loan applications ‘’ in drop down, user will be able to search the Loan requests. 

User can search the loan request based on Pern No and PF No in the list. once the transaction is finished then the details will be displaying in loan process menu with Approved status

Below are the sub modules it contains

  1. Search Loan Application 
  2. Apply Loan 
  3. Loan Bank Sheet 
  4. Send SMS & Email

Once user log’s in to the application, user will get the Yearend process menu and by selecting option ‘’ Yearend process ‘’ in drop down, user will be able to process the Monthly Interest by PERN NO or by UNITCODE wise.

System calculates the Interest for the Current Financial Year for all the existing member. Settled during the year cases are not considered for Yearend Processing.

After completion of YearEnd process, the Interest Amount gets displayed on the PF Annual Statement under Employee Master screen.

  • User can generate all the Reports related to Provident Fund like in the Customised Formats.
  • Monthly PF Contribution Report 
  • Monthly PF Settlement Report 
  • Monthly PF Transfer-Out Report
  • Monthly PF Loan Report 
  • Monthly PF Transfer-In Report
  • Monthly Status Report 
  • Yearend Report 

User can Merge the two PF Accounts of the same Member i.e. Old PF Account Number to New PF Account Number

Merging can be done for only those cases whose PF Opening Balance are available during the year or merging.

The Old PF Account Number’s Opening Balance gets added/merged to New PF Account Number’s Opening Balance.

Amount of Openings Balances gets Merging for all the merging cases processed during the year.

Once user log’s in in to the application, Member will be able to raise the queries related to Provident Fund issues.

Each Ticket will be serially numbered and the PF Trust Spoc replies to the queries.

Below are the sub modules it contains

  1. Create Ticket
  2. Mange Tickets
  3. Reports

PF System supports for the API integrations from the other CRM and Financial Tools including SAP.

API Integration helps to Fetch-In and Fetch-Out all the data of the Payroll System to PF System and vice-versa.