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

Content deleted Content added
Azirah (talk | contribs)
No edit summary
Azirah (talk | contribs)
No edit summary
 
(One intermediate revision by the same user not shown)
Line 1:
'''Question :''' I have a newly joined employee in the middle of the year (June). WhereHow to key in the past employment entry?
 
 
<u><b>Answer (1) :</b></u>
 
You may key in at Employee Maintenance.
 
1) Go to <span style='color:red'> Payroll > Employee > Employee Maintenance</span>.
 
[[File:PastEmploy1_1aPastEmploy1 1a.png]]
 
 
2) Select that employee and click on <span style='color:red'b>Edit icon</spanb> icon. <i>(Or click on <span style='color:red'>Add New</span> to add new employee.) </i>
 
[[File:PastEmploy1_2aPastEmploy1 2a.png|1000px ]]
 
[[File:PastEmploy1_2a.png|1000px]]
 
3) Go to <span style='color:red'>Employment Detail </span>, click on <span style='color:red'> Previous Employment Entry</span>.
 
[[File:PastEmploy1_3aPastEmploy1 3a.png|1000px ]]
 
3) Go to <span style='color:red'>Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry</span>.
 
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_3a.png|1000px]]
 
[[File:PastEmploy1_4aPastEmploy1 4a.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>.
 
 
<u><b>Answer (2) :</b></u>
[[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:PastEmploy2_1aPastEmploy2 1a.png]]
 
 
2) In the Excel Import, click on <span style='color:red'>TemplatesTemplated</span>, and choose for <span style='color:red'>Previous PRTrans</span> to download the Excel template.
 
[[File:PastEmploy2_2aPastEmploy2 2a.png|600px]]
 
 
3) The templatestemplate will be downloaded.
 
[[File:PastEmploy2 3a.png]]
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 ]]
 
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.
 
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 employement6.png]]
 
 
[[File:Past employement7.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 ]]
 
[[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 ]]
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_3aPastEmploy2 6a.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'>selectSelect 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_7aPastEmploy2 7a.png |1000px ]]
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_7bPastEmploy2 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_8aPastEmploy2 8a.png |1000px ]]
 
 
 
By : Aisyah 181101, Lay Swan 181109, P181112
 
<b>Prepared by Aisyah 200221, Azirah 200311, P200313</b>