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

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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?

Answer 1:

You may key in at Employee Maintenance.

1) Go to Payroll > Employee > Employee Maintenance.

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

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

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 .

Answer 2:

Or you may use Excel Import function.

1) Go to Tools > Option > Excel Import .

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

3) The template will be downloaded.

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.

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

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.

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

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.

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

Prepared by Aisyah 200221, Azirah 200311, P200313

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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?
+'''Question :''' I have a newly joined employee in the middle of the year (June). How to key in the past employment entry?
-<u><b>Answer (1) :</b></u>
+<u><b>Answer 1:</b></u>
 You may key in at Employee Maintenance.
-)	Go to <span style='color:red'>Payroll > Employee > Employee Maintenance</span>.
+) Go to <span style='color:red'> Payroll > Employee > Employee Maintenance</span>.
-[[File:PastEmploy1_1a.png]]
+[[File:PastEmploy1 1a.png]]
-)	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.)
+) Select that employee and click on <b>Edit</b> icon. <i>(Or click on Add New to add new employee.) </i>
+[[File:PastEmploy1 2a.png|1000px ]]
-[[File:PastEmploy1_2a.png|1000px]]
+) Go to <span style='color:red'>Employment Detail </span>, click on <span style='color:red'> Previous Employment Entry</span>.
+[[File:PastEmploy1 3a.png|1000px ]]
-)       Go to <span style='color:red'>Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry</span>.
+) 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 4a.png|1000px ]]
-)	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.
-)	Go to <span style='color:red'>Tools > Excel Import</span>.
+) Go to <span style='color:red'>Tools > Option > Excel Import </span>.
-[[File:PastEmploy2_1a.png]]
+[[File:PastEmploy2 1a.png]]
-)	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.
+)	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|600px]]
+[[File:PastEmploy2 2a.png]]
+) The template will be downloaded.
+[[File:PastEmploy2 3a.png]]
-)	The templates will be downloaded.
-[[File:PastEmploy2_3a.png|600px]]
+) 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 ]]
-)	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]]
+) 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 ]]
-)	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]]
+) Click on <span style='color:red'>Upload</span>. The details from Excel template will be uploaded and displayed.
+[[File:PastEmploy2 6a.png|600px ]]
-)	Click on <span style='color:red'>Upload</span>.The details from Excel template will be uploaded and displayed.
-[[File:PastEmploy2_6a.png|600px]]
+) 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 ]]
-)	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]]
+[[File:PastEmploy2 7b.png|1000px  ]]
-)	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.
+) 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]]
+[[File:PastEmploy2 8a.png |1000px ]]
-By : Aisyah 181101, Lay Swan 181109, P181112
-<b>Prepared by Aisyah 200221, Azirah 200311, P200313</b>
+Prepared by Aisyah 200221, Azirah 200311, P200313