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). Where 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 > Excel Import.

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

3) The templates will be downloaded.

4) Open it and maintain the details for Employee 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 > 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 toEmployee > Employee Maintenance > Employment Detail, click on Previous Employment Entry to check.

By : Aisyah 181101, Lay Swan 181109, P181112

Prepared by Aisyah 200221, Azirah 200311, P200313

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@@ Line 4: / Line 4: @@
 <u><b>Answer (1) :</b></u>
-You may key in at Employee Maintenance. Assume that you already maintained the new employee in your employee maintenance.
+You may key in at Employee Maintenance.
-)	Go to <span style='color:red'>Employee > Employee</span>, select that employee and click on <span style='color:red'>Edit</span>.
+)	Go to <span style='color:red'>Payroll > Employee > Employee Maintenance</span>.
-[[File:Past employement1.png|1000px]]
+[[File:PastEmploy1_1a.png]]
-)	Go to <span style='color:red'>Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry</span>.
+)	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.)
-[[File:Past employement2.png|1000px]]
+[[File:PastEmploy1_2a.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>, then click on <span style='color:red'>Apply</span> and click on <span style='color:red'>Save</span>.
-[[File:Past employement3.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]]
+)	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]]
@@ Line 27: / Line 35: @@
 )	Go to <span style='color:red'>Tools > Excel Import</span>.
+[[File:PastEmploy2_1a.png]]
-)	In the Excel Import, click on <span style='color:red'>Templates</span>, and choose for Previous <span style='color:red'>PRTrans</span> to download.
+)	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.
-[[File:Past employement4.png]]
+[[File:PastEmploy2_2a.png|600px]]
 )	The templates will be downloaded.
-[[File:Past employement5.png]]
+[[File:PastEmploy2_3a.png|600px]]
@@ Line 43: / Line 55: @@
-There are another two tabs for <span style='color:red'>PRTaxExempt</span> and <span style='color:red'>PROptionalDeduction</span>, you may maintain if there was any amount incurred.
+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]]
@@ Line 53: / Line 65: @@
 )	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:Past employement9.png]]
+[[File:PastEmploy2_5a.png|600px]]
-)	Click on <span style='color:red'>Upload</span>.
+)	Click on <span style='color:red'>Upload</span>.The details from Excel template will be uploaded and displayed.
-[[File:Past employement10.png]]
+[[File:PastEmploy2_6a.png|600px]]
-)	You may check the details, if anything to edit, then <span style='color:red'>select the employee</span> and click on <span style='color:red'>Edit</span>. If confirm all correct, then click on <span style='color:red'>Save All</span>.
+)	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:Past employement11.png]]
+[[File:PastEmploy2_7a.png|1000px]]
+[[File:PastEmploy2_7b.png|1000px]]
-)	Data Imported, and you may back to <span style='color:red'>Employee>Employee >Employment Detail</span>, click on <span style='color:red'>Previous Employment Entry</span> to check.
-[[File:Past employement12.png]]
+)	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.
-[[File:Past employement13.png]]
+[[File:PastEmploy2_8a.png|1000px]]
@@ Line 77: / Line 88: @@
 By : Aisyah 181101, Lay Swan 181109, P181112
+<b>Prepared by Aisyah 200221, Azirah 200311, P200313</b>