Checklist for enrolling a new employee into a Mandatory Provident Fund (MPF) scheme within the statutory deadline under the Mandatory Provident Fund Schemes Ordinance (MPFSO, Cap. 485).
⚠️ This is a blank template, not legal advice: check the wording with a lawyer and adapt it to your jurisdiction and your case.
This template has no optional clauses: the text is the same for everyone. Field placeholders are shown as labels — on the site the template is read-only, values are entered inside the system.
MPF ENROLMENT CHECKLIST
Employee: Employee name (HKID Employee HKID number) Hire date: Date of hire (first day of employment)
This checklist tracks compliance with the mandatory enrolment duty under the Mandatory Provident Fund Schemes Ordinance (MPFSO, Cap. 485).
1. DEADLINE 1.1. Enrolment deadline: Enrolment deadline (60 days from hire) — 60 calendar days from the first day of employment. 1.2. Casual employee in catering/construction: Casual employee in catering / construction?.
2. SCHEME 2.1. Scheme and trustee: MPF scheme and trustee 2.2. Enrolment form submitted on: Enrolment form submitted to trustee on 2.3. eMPF platform status: eMPF platform migration status
3. CONTRIBUTIONS 3.1. Employer mandatory contribution: Employer mandatory contribution rate 3.2. Employee mandatory contribution: Employee mandatory contribution rate 3.3. First contribution due: First contribution due date
4. RECORD-KEEPING 4.1. This checklist and the enrolment confirmation should be retained as part of the employment record required under EO s.49A.
Completed by ______________ Date ______________
— — — ⚠️ This is a boilerplate template, not legal advice. Hong Kong's Employment Ordinance, MPF, Employees' Compensation, and PDPO compliance regimes are subject to near-term and phased changes — including the abolition of MPF offsetting for severance/long service payments (in effect since 1 May 2025), the "468 rule" for continuous contracts (in effect from 18 January 2026), the Statutory Minimum Wage rising to HK$43.1/hour (from 1 May 2026, now subject to annual review), the growing statutory holiday schedule (15 days in 2026), and a pending public consultation on cooling-off periods for prepaid beauty/fitness contracts (29 June – 31 August 2026) — have this template reviewed and adapted by a lawyer before use, and confirm the current rules and thresholds at labour.gov.hk, mpfa.org.hk, pcpd.org.hk, and fehd.gov.hk on the date of use.
Fields that belong to a switched-off clause are dimmed — they are not asked for.
Mandatory enrolment must be completed within 60 calendar days of the first day of employment
For casual employees in catering/construction, this should be an Industry Scheme
5% of relevant income, capped at HK$1,500/month
5% of relevant income (income HK$7,100–30,000/month), capped at HK$1,500/month; exempt below HK$7,100
2 of 11 fields are taken from the company, employee or counterparty record, the questionnaire can be dictated to the AI, and the finished document comes with a number, a PDF and an acknowledgement record.