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

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-'''Question :''' What is the function of Save & Recalculate All button in the Payroll Process?
+'''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>
-[[File:SaveRecalculate.png]]
+You may key in at Employee Maintenance.
+) Go to <span style='color:red'> Payroll > Employee > Employee Maintenance</span>.
-<u><b>Answer :</b></u>
+[[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.
+) 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.
+) 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
+) 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.
+) Go to <span style='color:red'>Tools > Option > Excel Import </span>.
+[[File:PastEmploy2 1a.png]]
+)	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]]
+) The template will be downloaded.
+[[File:PastEmploy2 3a.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.
+[[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 ]]
+) 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 ]]
+) 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 ]]
+[[File:PastEmploy2 7b.png|1000px  ]]
+) 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 Aisyah 200221, Azirah 200311, P200313