Cloud Payroll - Employee : Where to key in past employment entry: Difference between revisions
Content deleted Content added
No edit summary |
No edit summary |
||
Line 1: | Line 1: | ||
'''Question :''' |
'''Question :''' I have a newly joined employee in the middle of the year (June). How to key in the past employment entry? |
||
⚫ | |||
⚫ | |||
You may key in at Employee Maintenance. |
|||
1) Go to <span style='color:red'> Payroll > Employee > Employee Maintenance</span>. |
|||
⚫ | |||
⚫ | |||
<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: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 > Option > Excel Import </span>. |
|||
⚫ | |||
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 ]] |
|||
⚫ | |||