Cloud Payroll - How to do Year End Process?: Difference between revisions

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(Created page with "'''Question :''' How to do Year End Process? <u><b>Answer :</b></u> 1. Go to <span style='color:red'>Tools > Options > Year End Process</span>. File:YE_Process_01.png| 1...")
 
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<u><b>Answer :</b></u>
 
1. Go to <span style='color:red'>Tools > Options > YearPayroll End ProcessClosing</span>.
 
[[File:YE_Process_01NewYE_Process_01.png| 1000px]]
 
 
2. Click on <span style='color:red'>Add New</span>.
 
[[File:YE_Process_02NewYE_Process_02.png| 1000px]]
 
 
3. Key in <span style='color:red'>description</span>, <b>e.g.</b> Year End 2020 2022
 
[[File:YE_Process_03NewYE_Process_03.png| 1000px]]
 
 
4. Click on <span style='color:red'>Next</span>.
 
[[File:YE_Process_04NewYE_Process_04.png| 1000px]]
 
 
5. At <b>Year End Summary</b>, can view the detail of the payroll transaction. There is an option for Export as well if wish to export to excel.
5. At <b>Claim Cutoff</b>, set <span style='color:red'>BF amount</span> if any, then <span style='color:red'>Next</span>.
 
[[File:YE_Process_05NewYE_Process_05.png| 1000px]]
 
 
6. AtOnce <b>Leave Cutoff</b>done, setthen <span style='color:red'>CF</span> andclick <span style='color:red'>Encashment</span>Confirm if& any, then click <span style='color:red'>NextSave</span>.
 
[[File:YE_Process_06NewYE_Process_06.png| 1000px]]
 
 
7. CheckPlease onmake <b>Yearsure Endall Summary</b>,your ifdata everythingis OK,correct. Then click <span style='color:red'>Confirm & SaveYes</span>, thento click <span style='color:red'>YES</span>continue.
 
[[File:YE_Process_07NewYE_Process_07.png| 1000px]]
 
 
[[File:YE_Process_08.png| 1000px]]
 
 
8. Now you have completed <b>Year End Process</b>.
 
[[File:YE_Process_09NewYE_Process_08.png| 1000px]]
 
 
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Prepared by ChenOng 210115, Azirah 210125, P210125
<br><b>Update by Azirah 230308, P230320</b></br>
 
 
 
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