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

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'''Question :''' What is the function of Save & Recalculate All button in the Payroll Process?
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'''Question :''' I have a newly joined employee in the middle of the year (June). How to key in the past employment entry?
   
   
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<u><b>Answer 1:</b></u>
[[File:SaveRecalculate.png]]
 
   
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You may key in at Employee Maintenance.
   
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1) Go to <span style='color:red'> Payroll > Employee > Employee Maintenance</span>.
<u><b>Answer :</b></u>
 
   
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[[File:PastEmploy1 1a.png]]
<b>Save & Recalculate All button </b> is used when user made any <span style='color:red'>changes at Payroll Process Details</span> page.
 
   
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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2) Select that employee and click on <b>Edit</b> icon. <i>(Or click on Add New to add new employee.) </i>
Save & Recalculate All will affect all employees in this payroll process.
 
   
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[[File:PastEmploy1 2a.png|1000px ]]
   
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.
 
   
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3) Go to <span style='color:red'>Employment Detail </span>, click on <span style='color:red'> Previous Employment Entry</span>.
[[File:SaveRecalculate2.png]]
 
   
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[[File:PastEmploy1 3a.png|1000px ]]
   
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Prepared by: Chen Ong 200311 , Azirah 200318, P200320
 
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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>.
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[[File:PastEmploy1 4a.png|1000px ]]
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<u><b>Answer 2:</b></u>
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Or you may use Excel Import function.
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1) Go to <span style='color:red'>Tools > Option > Excel Import </span>.
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[[File:PastEmploy2 1a.png]]
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2) In the Excel Import, click on <span style='color:red'>Templated</span>, and choose <span style='color:red'>Previous PRTrans</span> to download the Excel template.
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[[File:PastEmploy2 2a.png]]
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3) The template will be downloaded.
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[[File:PastEmploy2 3a.png]]
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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.
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[[File:Past employement6.png ]]
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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.
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[[File:Past employement7.png ]]
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[[File:Past employement8.png ]]
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5) Again back to <span style='color:red'>Tools > Option > 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.
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[[File:PastEmploy2 5a.png |600px ]]
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6) Click on <span style='color:red'>Upload</span>. The details from Excel template will be uploaded and displayed.
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[[File:PastEmploy2 6a.png|600px ]]
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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>.
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[[File:PastEmploy2 7a.png |1000px ]]
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[[File:PastEmploy2 7b.png|1000px ]]
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8) Data Imported, to verify the data, go to <span style='color:red'>to Employee > Employee Maintenance > Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry </span> to check.
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[[File:PastEmploy2 8a.png |1000px ]]
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Prepared by Aisyah 200221, Azirah 200311, P200313
   
   

Latest revision as of 08:03, 24 March 2020

Question : I have a newly joined employee in the middle of the year (June). How to key in the past employment entry?


Answer 1:

You may key in at Employee Maintenance.

1) Go to Payroll > Employee > Employee Maintenance.

PastEmploy1 1a.png


2) Select that employee and click on Edit icon. (Or click on Add New to add new employee.)

PastEmploy1 2a.png


3) Go to Employment Detail , click on Previous Employment Entry.

PastEmploy1 3a.png


4) The following table will be prompted, and you may key in the details for each month (or key in the accumulated amount at the right most column), then click on Apply .

PastEmploy1 4a.png


Answer 2:

Or you may use Excel Import function.

1) Go to Tools > Option > Excel Import .

PastEmploy2 1a.png


2) In the Excel Import, click on Templated, and choose Previous PRTrans to download the Excel template.

PastEmploy2 2a.png


3) The template will be downloaded.

PastEmploy2 3a.png


4) Open it and maintain the details forEmployee Code, Period, PCB Chargeable Amt (Total Remuneration), PCB Contributed, Employee EPF…etc and then Save the templates.

Past employement6.png


There are another two sheets for PRTaxExempt and PROptionalDeduction , you may input the details of tax exemption and optional deduction if applicable.


Past employement7.png


Past employement8.png


5) Again back to Tools > Option > Excel Import, in Upload page, click on Select File to browse your templates or you may drag and drop your file directly.

PastEmploy2 5a.png


6) Click on Upload. The details from Excel template will be uploaded and displayed.

PastEmploy2 6a.png


7) Before importing, you may check the details. To edit, Select the employee and click on Edit. If details are all correct, click on Import All.

PastEmploy2 7a.png


PastEmploy2 7b.png


8) Data Imported, to verify the data, go to to Employee > Employee Maintenance > Employment Detail, click on Previous Employment Entry to check.

PastEmploy2 8a.png



Prepared by Aisyah 200221, Azirah 200311, P200313



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