electronic standing instruction user guide - … · central provident fund board – e-submission...

Central Provident Fund Board – E-Submission (Employers) Service of 13

The Electronic Standing Instruction (ESI) function is suitable for employees whose CPF contributions do not change each month. By activating the ESI arrangement, you will authorise the auto-deduction of a fixed amount via Direct Debit for your employees every month. In order to use ESI, you will need to have an active Direct Debit arrangement with the Board.

Last Updated: December 2017

ELECTRONIC STANDING INSTRUCTION USER GUIDE


Table of Contents

ACTIVATE ESI ................................................................................................................................................ 3

VIEW ESI ......................................................................................................................................................... 6

AMEND ESI ..................................................................................................................................................... 7

DE-ACTIVATE ESI .......................................................................................................................................... 9

PERFORM ADDITIONAL SUBMISSION ...................................................................................................... 10


1. Activate ESI 1.1 Select Activate Electronic Standing Instruction (ESI) under the “Submit Contribution” section

(Figure 1).

Figure 1: Main Menu

1.2 You will be directed to the ESI Information Page (Figure 2). Please read the instruction to determine

if ESI is suitable for your company. Please note that ESI arrangement will be applied to all your employees listed in the Employee Database if you activate the ESI arrangement. Click Back to exit or Continue to proceed.

1 ACTIVATE ESI


Figure 2: ESI Information Page

1.3 The effective month of contribution for ESI would be stated in the Employee Database (Figure 3).

All employees in your Employee Database would be listed. Update your employee details, if necessary and click Continue.

Figure 3: Employee Database

1.4 If you are paying Community Chest or SDL for foreign employees, please indicate the amount at the

Contribution Summary (Figure 4) and click Continue.

Figure 4: Contribution Summary


1.5 Verify the details in the Confirmation Page (Figure 5) and click Activate ESI.

Figure 5: Confirmation Page

1.6 You will see an online acknowledgement screen that your ESI has been activated (Figure 6). An email

will also be sent to your email address(es) registered with the Board.

Figure 6: ESI Online Acknowledgement

1.7 You will see the ESI Main Menu (Figure 7) after your ESI arrangement is activated successfully.

Figure 7: ESI Main Menu


2. View ESI

2.1 You can view the details of your ESI arrangement. Select View ESI in the ESI Main Menu (Figure 8).


2.2 You will see your ESI details. To print the details, click the printer icon.

Figure 9: View ESI

2 VIEW ESI


3. Amend ESI 3.1 You can amend your ESI details if there are changes to your employees’ contribution details. Select

Amend ESI in the ESI Main Menu (Figure 10).


3.2 Update your employees’ details in the Employee Database (Figure 11).

Examples: a) Changes to Ordinary Wages and/or Additional Wages b) Agency and/or Agency Fund c) Addition or deletion of employees

Click Continue.

Figure 11: Employee Database

3 AMEND ESI


3.3 Make the necessary changes to the Contribution Summary (Figure 12).

Examples: a) Changes in Foreign Employees’ SDL (Item 2b) b) Changes in Community Chest and Donor Count Click Continue.


3.4 Verify the changes in the confirmation page and click Update ESI (Figure 13).

Figure 13: Update ESI

3.5 You will see an online acknowledgement screen that your ESI details have been updated

(Figure 14). An email will also be sent to your email address(es) registered with the Board.

Figure 14: ESI Updated Acknowledgement


4. De-activate ESI

4.1 To de-activate your ESI, select De-activate ESI in ESI Main Menu (Figure 15).


4.2 The details of the existing ESI arrangement will be displayed. Click De-activate ESI to complete the

de-activation process (Figure 16).

Figure 16: De-activate ESI

4 DE-ACTIVATE ESI


5. Perform Additional Submission

5.1 To perform an additional submission when your ESI is activated, select Perform Additional Submission in the ESI Main Menu (Figure 17).

Note: Any additional CPF submission made for the employee will be treated as an additional payment on top of the existing ESI deduction.


5.2 Select the Month and key in the Year you are submitting for (Figure 18). Click Continue to proceed.

Figure 18: Contribution Month and Year

5 PERFORM ADDITIONAL SUBMISSION


5.3 Key in your employees details (Figure 19) and click Continue. Alternatively, you may use the Import Employee Details function to fill in the details.

Figure 19: Contribution Details


5.3.1 At the Import Employee Details page (Figure 20), there are 2 options to import your employees’ details. Select your preferred option and click on Import File. a) Import from past submissions

Allow the import of details from your past 6 months’ e-submission records. b) Import from MS Excel Template file

Allow the import of details using the MS Excel Template file which can be edited and saved in the computer.


5.4 Verify the contribution details and click Direct Debit or eNETS to complete the payment (Figure 21).



5.5 You will see the online acknowledgement screen after the submission is completed successfully (Figure 22). An email will also be sent to your email address(es) registered with the Board.

Figure 22: Acknowledgement

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