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

Jump to navigation Jump to search
 
'''Question :''' WhatI ishave a newly joined employee in the functionmiddle of Savethe &year Recalculate(June). AllHow buttonto key in the Payrollpast employment Processentry?
 
 
<u><b>Answer 1:</b></u>
[[File:SaveRecalculate.png]]
 
You may key in at Employee Maintenance.
 
1) Go to <span style='color:red'> Payroll > Employee > Employee Maintenance</span>.
<u><b>Answer :</b></u>
 
[[File:SaveRecalculatePastEmploy1 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.
 
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.
 
[[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.
 
3) Go to <span style='color:red'>Employment Detail </span>, click on <span style='color:red'> Previous Employment Entry</span>.
[[File:SaveRecalculate2.png]]
 
[[File:PastEmploy1 3a.png|1000px ]]
 
 
Prepared by: Chen Ong 200311 , Azirah 200318, P200320
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 > Option > Excel Import </span>.
 
[[File:SaveRecalculate2PastEmploy2 1a.png]]
 
 
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.
 
[[File:PastEmploy2 2a.png]]
 
 
3) The template will be downloaded.
 
[[File:PastEmploy2 3a.png]]
 
 
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 > 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.
 
[[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'>to Employee > Employee Maintenance > Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry </span> to check.
 
[[File:PastEmploy2 8a.png |1000px ]]
 
 
 
 
Prepared by: Chen Ong 200311Aisyah 200221, Azirah 200318200311, P200320P200313