A reference record of one company's Provident Fund rates: the employee and employer contribution rates, the EDLI and administration charge rates, the PF wage ceiling and the date they apply from. It is found under Payroll, Settings, Statutory Compliance, PF Rules. The payroll run does not read these records. A PF deduction on a payslip comes only from a salary-structure line whose payroll component has Statutory Type PF, usually a Percentage of the Basic line with a Max Amount for the ceiling, and its amount is that line's own result. Keep the PF Rules list as the documented source of the figures you put on those lines.
Fields
| Field | Label | Type | Required | What it does |
|---|
AdminChargeRate | Admin Charge Rate | Currency | | The employer's PF administration charge rate, set on the record page. It is for reference only and produces no cost line. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
EdliRate | Edli Rate | Currency | | The employer's EDLI insurance charge rate. It is for reference only: no payroll calculation produces an EDLI cost from it. Add an employer-contribution line if you want that cost in payroll. |
EffectiveFrom | Effective From | Date | | The date the rates apply from, set on the record page. It is for reference only: nothing selects a rule by date, so changing PF on payslips means changing the salary-structure lines. |
EmployeeRate | Employee Rate | Currency | | The employee's contribution as a percentage of the PF wage, typed as a number (12 for 12 per cent) even though the box shows a currency sign. It is not copied to any payslip; enter the same figure as the Value of the employee-side PF deduction line. |
EmployerRate | Employer Rate | Currency | | The employer's contribution as a percentage of the PF wage, typed as a number. It is on the New and Edit form but not on the record page. It is not copied anywhere; enter the same figure as the Value of the employer-contribution PF line. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Marks the rule as current. It is for reference only; nothing filters on it. |
Label | Label | Text | | An optional caption. It is on no seeded form and nothing reads it. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The rule's number. It is not on the New form and is assigned on save from the PF rule number series (prefix PFR). |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | Yes | The company the rule is recorded for; the picker lists your own companies only. It is for reference: payroll does not look up PF rules by company. |
PFWageCeiling | PF Wage Ceiling | Currency | | The wage above which PF is not calculated, set on the record page. It is for reference only: express the ceiling as the PF structure line's Max Amount (ceiling times rate). |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this PFRule. |
DeleteHeader | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this PFRule. |
Editheader | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
New | New | New | Create a PFRule. |
View | View | View | View this PFRule. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
