Difference between revisions of "Cloud Payroll - Employee : Where to key in past employment entry"

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'''Question :''' I have a newly joined employee in the middle of the year (June). Where to key in the past employment entry?
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'''Question :''' What is the function of Save & Recalculate All button in the Payroll Process?
   
   
 
[[File:SaveRecalculate.png]]
<u><b>Answer (1) :</b></u>
 
   
You may key in at Employee Maintenance.
 
   
 
<u><b>Answer :</b></u>
1) Go to <span style='color:red'>Payroll > Employee > Employee Maintenance</span>.
 
   
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<b>Save & Recalculate All button </b> is used when user made any <span style='color:red'>changes at Payroll Process Details</span> page.
[[File:PastEmploy1_1a.png]]
 
   
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The system will save and recalculate <i>(details page only, it will not affect related maintenances)</i> payroll details to reflect the latest changes.
   
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Save & Recalculate All will affect all employees in this payroll process.
2) Select that employee and click on <span style='color:red'>Edit icon</span>. (Or click on <span style='color:red'>Add New</span> to add new employee.)
 
   
   
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If user wishes to recalculate <span style='color:red'>only a selected employee</span>, user can click on <b>Save & Recalculate </b>button beneath the employee’s name.
[[File:PastEmploy1_2a.png|1000px]]
 
   
 
[[File:SaveRecalculate2.png]]
   
   
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Prepared by: Chen Ong 200311 , Azirah 200318, P200320
3) Go to <span style='color:red'>Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry</span>.
 
 
[[File:PastEmploy1_3a.png|1000px]]
 
 
 
4) The following table will be prompted and you may <span style='color:red'>key in the details</span> for <span style='color:red'>each month</span> (or key in the accumulated amount at the right most column), then click on <span style='color:red'>Apply</span>.
 
 
 
[[File:PastEmploy1_4a.png|1000px]]
 
 
 
<u><b>Answer (2) :</b></u>
 
 
Or you may use Excel Import function.
 
 
1) Go to <span style='color:red'>Tools > Excel Import</span>.
 
 
[[File:PastEmploy2_1a.png]]
 
 
 
2) In the Excel Import, click on <span style='color:red'>Templates</span>, and choose for <span style='color:red'>Previous PRTrans</span> to download the Excel template.
 
 
[[File:PastEmploy2_2a.png|600px]]
 
 
 
 
3) The templates will be downloaded.
 
 
[[File:PastEmploy2_3a.png|600px]]
 
 
 
 
4) Open it and maintain the details for <span style='color:red'>Employee Code, Period, PCB Chargeable Amt (Total Remuneration), PCB Contributed, Employee EPF…etc</span> and then <span style='color:red'>Save</span> the templates.
 
 
[[File:Past employement6.png]]
 
 
 
There are another two sheets for <span style='color:red'>PRTaxExempt</span> and <span style='color:red'>PROptionalDeduction</span>, you may input the details of tax exemption and optional deduction if applicable.
 
 
[[File:Past employement7.png]]
 
 
 
[[File:Past employement8.png]]
 
 
 
5) Again back to <span style='color:red'>Tools > Excel Import</span>, in <span style='color:red'>Upload</span> page, click on <span style='color:red'>Select File</span> to browse your templates or you may drag and drop your file directly.
 
 
[[File:PastEmploy2_5a.png|600px]]
 
 
 
6) Click on <span style='color:red'>Upload</span>.The details from Excel template will be uploaded and displayed.
 
 
[[File:PastEmploy2_6a.png|600px]]
 
 
 
7) Before importing, you may check the details. To edit, <span style='color:red'>select the employee</span> and click on <span style='color:red'>Edit</span>. If details are all correct, click on <span style='color:red'>Import All</span>.
 
 
[[File:PastEmploy2_7a.png|1000px]]
 
 
[[File:PastEmploy2_7b.png|1000px]]
 
 
 
8) Data Imported, to verify the data, go to<span style='color:red'>Employee > Employee Maintenance > Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry</span> to check.
 
 
[[File:PastEmploy2_8a.png|1000px]]
 
 
 
 
By : Aisyah 181101, Lay Swan 181109, P181112
 
 
<b>Prepared by Aisyah 200221, Azirah 200311, P200313</b>
 
   
   

Revision as of 07:35, 24 March 2020

Question : What is the function of Save & Recalculate All button in the Payroll Process?


SaveRecalculate.png


Answer :

Save & Recalculate All button is used when user made any changes at Payroll Process Details page.

The system will save and recalculate (details page only, it will not affect related maintenances) payroll details to reflect the latest changes.

Save & Recalculate All will affect all employees in this payroll process.


If user wishes to recalculate only a selected employee, user can click on Save & Recalculate button beneath the employee’s name.

SaveRecalculate2.png


Prepared by: Chen Ong 200311 , Azirah 200318, P200320



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