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User Manual - eKYC - Employees

This document outlines the process for eKYC verification of employees in three ways: 1) Self-updation by the employee through the HERB web portal or mobile app, or 2) Updation by the DDO through the HERB web portal on request from the employee. The process involves linking the employee's CFMS ID to Aadhaar and mobile number for secure access to government services. It provides step-by-step instructions on completing eKYC verification through biometric authentication or OTP using the HERB portal or mobile app.

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0% found this document useful (0 votes)
255 views12 pages

User Manual - eKYC - Employees

This document outlines the process for eKYC verification of employees in three ways: 1) Self-updation by the employee through the HERB web portal or mobile app, or 2) Updation by the DDO through the HERB web portal on request from the employee. The process involves linking the employee's CFMS ID to Aadhaar and mobile number for secure access to government services. It provides step-by-step instructions on completing eKYC verification through biometric authentication or OTP using the HERB portal or mobile app.

Uploaded by

EEID ONGOLE
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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USER MANUAL - eKYC verification for Employees

 Government in GO Ms. No.7, Dated 11/01/2023 of Finance (Budget.II) Department, has adopted the
additional security layer of two-factor authentication in CFMS transactions to protect the interest of
the citizens and the employees.

 As per these Orders, Two-factor authentication is mandatory for accessing CFMS and HERB
Applications; and One Time Password (OTP) on an AADHAAR linked mobile number is made
mandatory for secure login of CFMS and HERB applications.

 In terms of these Orders, every Employee / Person shall link their CFMS ID to AADHAAR and Mobile
No., for availing Government and employees services securely.

 The AADHAAR verification to be carried-out in HERB Web Portal / HERB Mobile App is made through
a simple process.

 eKYC process can be done in the following three ways:-

a.) Self-updation by Employee / Person through HERB Web Portal;


b.) Self Updation by Employee / Person through HERB Mobile App; and
c.) Updation by DDO through HERB Web Portal on request of employee.

 Steps to be followed by employees / persons / DDOs along with Snapshots is shown hereunder:-

a.) Self-updation by Employee / Person through HERB Web Portal:-


(Request creation by Employee / Person)

 Employee need to visit the HERB Portal (https://herb.apcfss.in/) and login using their CFMS
credentials. In case, they do not remember their password, click on Forgot Password and follow the
steps to generate password, which will be sent to their mobile number registered with CFMS.

 From the Employee Dashboard, employee need to opt ESS (Employee Self Service) and from the said
services need to select ‘Aadhaar E-KYC Confirmation’.

 Here the employee need to key-in Aadhaar Number and Click on the E-KYC button followed by
clicking mark in the Declaration Checkbox.

 After clicking on E-KYC, employee will re-direct to E-KYC page. Here Employee can process E-KYC
either through Biometric or AADHAAR OTP.

 If employee select Biometric mode, he / she need to authenticate Biometric via Biometric device.

 If Employee select Aadhaar OTP, then he / she need to validate the OTP which is generated and
sent to their Aadhaar registered mobile number.

 After Verifying the OTP, click on the Confirm button for successful authentication.

 They shall key-in mobile number registered with AADHAAR.

 To complete the E-KYC process, employee need to click on ‘Save data and forward to DDO’ button.
 Employee will get the popup screen with a message like ‘E-KYC completed and successfully
forwarded to DDO’, click OK button to check the status of your E-KYC. Then the DDO will get the
request and DDO will approve as per the details available.

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a.) Self-updation by Employee / Person through HERB Web Portal:-


(Approval by Drawing and Disbursing Officer)

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b.) Self-updation by Employee / Person through HERB Mobile App:-


Request creation by Employee / Person

 Download HERB App which is available for both Android and IOS users, which can able to download
from the following link https://appstore.herb.apcfss.in/.

 Login the App using CFMS credentials (Username & Password).

 From the Employee Dashboard screen, select ‘Verify Aadhaar and Update Mobile Number’.

 Update Aadhaar Number and Click on E-KYC OTP.

 After clicking on E-KYC OTP button, an OTP will be generated and that will be sent to Aadhaar linked
mobile number.

 Key-in generated OTP in Enter E-KYC OTP field and click on Submit button (If employee didn’t
receive, click on Resend OTP button).
 Verify the details and key-in Mobile Number and click on Submit button.

 Check the status of E-KYC verification.

 Then the DDO will get the request and DDO will approve as per the details available.
c.) Updation by DDO through HERB Web Portal on request of employee:-

 DDO need to visit the HERB Portal (https://herb.apcfss.in/) and login to using their CFMS
credentials.

 From the DDO Dashboard, DDO need to select ‘Employee Aadhaar E-KYC Update’ under HR &
Payroll.

 Select the DDO Code form the drop-down button and click on Submit.

 After submitting, the DDO will get the Employee list who are Updated / Not-updated their E-KYC
and DDO can also be able to select the employee either by searching by employee name / CFMS
ID.

 After selecting the respective Employee name from that list, in the next page DDO have to update the
Employee Aadhaar number and need to click on E-KYC button followed by clicking mark in the
Declaration Checkbox.

 After clicking on E-KYC, DDO will redirect to E-KYC page. Here DDO has to process E-KYC either
through Biometric or AADHAAR OTP.

 If DDO selects Biometric, need to authenticate Biometric via Biometric device.

 If DDO selects Aadhaar OTP, then have to validate the OTP which is generated and sent to
Employees’ Aadhaar registered mobile number.

 After Verifying the OTP, click on the Confirm button for successful authentication.

 For a successful Authentication, click on Yes button to move forward.

 To complete the E-KYC process, DDO need to click on “Save” button, followed by providing
Employee’s AADHAAR linked Mobile number.

 DDO will get the popup screen like ‘Successfully Authenticated’.

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-THE END-

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