Employee compliance checklist
The Compliance tab on an employee's engagement page gives you a read-only view of how ready that employee is, from a compliance standpoint. It is visibility only: the checks complete automatically as the employee finishes onboarding, declares their tax regime, and gets registered. You do not tick any boxes yourself.
Where to find it
Open an employee from People, then open the Compliance tab on their engagement page.
Compliance Readiness
At the top, the Compliance Readiness card shows an "X/Y complete" count with a progress bar. The bar is green when everything is complete and amber while anything is still outstanding. Readiness is the share of the five checks below that are complete, rounded to a whole percentage.
The five checks
Each item on the Employee Compliance checklist shows a status icon (complete, pending, or not started) and a short detail line:
| Check | Complete when | Detail when not complete |
|---|---|---|
| Bank Details | The employee has finished setting up their bank details | "Employee has not set up bank details" |
| Tax Regime Declaration | The employee has declared the New or Old Tax Regime | "Not declared yet" |
| PF Registration (UAN) | A PF employee contribution exists for them | "Pending registration" |
| ESI Registration | An ESI employee contribution exists for them | "Not applicable or pending" |
| KYC Documents | A PAN, Aadhaar, ID proof, or KYC document is on file | "No identity documents uploaded yet" |
Statutory Contributions (India)
For India employees, a Statutory Contributions card lists the monthly amounts, in INR, for:
- PF (Employee)
- PF (Employer)
- ESI (Employee)
- ESI (Employer)
- Professional Tax
- Gratuity Provision
This card appears only for India employees.