STEPS FOR eKYC verificationfor Employees IN HERB

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

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

• In terms of these Orders, every Employee / Pensioner shall link their CFMS ID to AADHAARandMobile No., for availing Government and employees services securely.

• The AADHAAR verification to be carried-out in HERB Web Portal / HERB Mobile App is madethrougha simple process.

eKYC process can be done in the following two ways:-
a.) Self Updation by Pensioner through HERB Mobile App; and
b.) Updation by Pension Disbursing authority through HERB Web Portal on                  request of Pensioner.

  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 andsuccessfullyforwarded to DDO’, click OK button to check the status of your E-KYC. Then the DDOwill get therequest and DDO will approve as per the details available.

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 linkedmobile number. 

• Key-in generated OTP in Enter E-KYC OTP field and click on Submit button (If employeedidn’treceive, 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.

 Updation by DDO through HERB Web Portal on request 

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

• 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-updatedtheir E-KYCand DDO can also be able to select the employee either by searching by employee name/ CFMSID. 

• After selecting the respective Employee name from that list, in the next page DDOhave toupdatetheEmployee Aadhaar number and need to click on E-KYC button followed by clicking markintheDeclaration Checkbox.

• After clicking on E-KYC, DDO will redirect to E-KYC page. Here DDO has to process E-KYCeitherthrough 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 andsent toEmployees’ 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 providingEmployee’s AADHAAR linked Mobile number.

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