Start with accurate, necessary records
Reviewed 16 October 2026. Onboarding steps depend on the establishment, employee role and applicable social-security coverage. Use this as a recordkeeping checklist, then confirm deadlines and portal fields under current rules.
- Retain appointment terms, joining date, job title, wage structure, work location, working-time arrangement and applicable policies.
- Collect only identity, tax, bank and contact information needed for an employment or statutory purpose. Explain why it is needed, restrict access and follow applicable data-protection and Aadhaar requirements. PAN, Aadhaar scans and prior-employer documents are not universal prerequisites for every EPF or ESIC action.
- Ask about an existing UAN and previous EPF membership. Reconcile details in the current EPFO process and avoid duplicate records.
- Assess EPF and ESIC coverage under current law, notified wage definitions and membership history. Do not infer ESIC eligibility from gross salary alone or use a fixed PF base without checking applicable rules.
- Where ESIC covers the employee, follow the current employer workflow to register or update the insured-person record and explain e-Pehchan access.
- For Kerala Professional Tax, determine local-body registration and the half-yearly slab using relevant earnings and the local body's current process.
- Set up payroll using agreed wage components and calculate each deduction or contribution under its own coverage, wage definition and effective date. Reconcile the first payroll before payment.
- Complete employee-register entries and nominations using the form and deadline in current applicable rules. Check before relying on a legacy form or generic onboarding deadline.
- Give the employee a payslip, payroll contact, grievance route and required policies and notices.
After the first payroll
Reconcile attendance and wages to the first payslip, check EPF and ESIC acknowledgements where applicable, verify Professional Tax for the relevant half-year and update the employee record when pay, location, role or status changes. Keep a secure audit trail without retaining unnecessary identity documents.
Official starting points
Use EPFO employer services, the ESIC portal, and the Kerala Labour Commissionerate to verify current forms and workflows. Our payroll services help employers manage onboarding and reconciliation; contact us.