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Setup

Maintain Wages​

Features
  • Enable to set different other contribution for Bonus, Director Fee, Pay Leave and Unpaid Leave.
  • Maintain the Employee & Employer EPF Rate.
  • Maintain the working hour and day per month.
  • Enable the Overtime Calculation base on Maintain Employee Setting. It will calculate the OT based on Wages amount in Maintain Employee.
  • Setting up maintain wages helps you to categorise the type of wages an employee received.
  • This would affect the types of contribution that they need to provide (EPF/SOCSO/PCB & etc)
  • This is especially useful if you have different types of worker such as permanent worker, contract worker, foreign worker & etc

  1. Navigate to Payroll > Maintenance > Maintain Wages

    maintain-wages

  2. Click new to create new wages type

    new

  3. Key in the info and tick the contribution needed

    fill-in-1 fill-in-2

Common wages setup​

Local Permanent WorkersForeign Workers
local-permanentforeign

Maintain Frequency​

  1. Navigate to Payroll > Maintenance > Maintain Frequency

    maintain-frequency

  2. Click on New to preset your contribution.

    new

  3. Go to Human Resource > Maintain Employee, Select the particular Employee and then Go to Payroll Info Tab and set the Frequency According to the Maintenance Frequency respectively.

    set-freq-1

  4. After save, you can check the allowance the employee is having. In this example, the employee Nicole has an Fixed Allowance of RM 230.

    set-freq-2

  5. Next, go to Payroll > New payroll > Frequency

    frequency

    1 Select the Frequency as you Set in Maintenance Frequency (EG: Half).

    2 The Employee/s that u have set as the Frequency type in Maintain Employee will show in this column

    3 Tick the Sequence that u wan to process.

    4 Click PROCESS

  6. The following result below will show in the HALF MONTH FREQUENCY PAYROLL.

    result-1

  7. When it is time to do month end, click on Payroll, look for New Payroll and click on Final Month End to process.

    result-2

  8. Select the Employee ( Nicole ) that you’ve process Frequency. The following is an example result of the Employee that had process Frequency.

    • Wages - [2800 (Basic) – 1400 (Frequency) = 1400 ]
    • Allowance - [ 230 (Fixed) – 115 (Frequency) = 115 ]

    final-result

Maintain Contribution​

info

Learn how to set the Employee/Employer EPF rate, OT calculation and Tax calculation following this guide

  • Setting up maintain contribution helps you to categorise the type of contribution an employee received
  • This would affect the types of contribution that they need to provide (EPF/SOCSO/PCB & etc)
  • This is especially useful if you have different types of worker such as permanent worker, contract worker, foreign worker & etc

  1. Navigate to Payroll > Maintenance > Maintain Contribution

    navigate

  2. Click new to create new contribution

    new

  3. Key in the info and tick the contribution needed

key-in-1 key-in-2

Common contribution setup​

Local Permanent WorkersForeign Workers
local-permanentforeign

Explanation of terms in Maintain Contribution panel​

explanation-1

explanation-2

explanation-3

Maintain Allowance​

Features
  • Setting up maintain allowance helps you to categorize the type of allowance that employee entitle.
  • This would affect the types of contribution that they need to provide (EPF/SOCSO/PCB & etc)
  • This is especially useful if you have different types of allowance like Petrol, Handphone, Meal Allowance base on different company different entitlement.

  1. Navigate to Payroll > Maintenance > Maintain Allowance

    navigate

  2. Click New to generate a New Allowance

    new

  3. Insert the info that you want to set in maintain allowance

    insert

    1. Insert the Code of the Allowance that you want to generate.
    2. Insert the Description of the allowance.
    3. Insert the fixed amount for the allowance, eg: Handphone allowance is fixed RM 300 for every employee then you can insert the rate of RM 300 but if there is not then you can left it blank.
    4. If the allowance is tax exempted then you may insert the tax exempted code.
    5. Tick or un-tick the contribution of the allowance.

  4. After create the master file of Allowance, then you can add the fixed allowance for certain employee which have the allowance monthly

    add-fixed-allowance

  5. Alternatively, you can insert the allowance after process month end.

    process-month-end-add-allowance

    1. Click on the "Overtime"
    2. CLick on the ➕ to add the employee then fill in the overtime

  6. Allowance feature is same with deduction feature, all the allowance is not compulsory just depend on company policy.

Maintain Deduction​

Features

Maintain Deductions is used to configure employee payroll deductions, such as personal loan deductions, company advance deductions, lateness deductions, and restaurant deductions.

Deductions can be fixed amounts or percentages; once configured, they are automatically deducted from payroll.

Deductions may affect net pay, tax calculations, and the inclusion or exclusion of contributions such as EPF/SOCSO. These settings should be based on company policies and regulations.

  1. Navigate to Payroll > Maintenance > Maintain Deduction

    navigate

  2. Click New to generate a New Deduction

    new

  3. Insert the info that you want to set in maintain deduction

    insert

    1. Insert the Code of the Deduction that you want to generate.
    2. Insert the Description of the deduction.
    3. Insert the fixed amount for the deduction, eg: Loan deduction is fixed RM 100 for every employee then you can insert the rate of RM 100 but if there is not then you can left it blank.
    4. Select the type of the deduction you want (General / Zakat / Tabung Haji / PTPTN).
    5. Tick or un-tick the contribution of the deduction.

  4. After create the master file of Deduction, then you can add the fixed deduction for certain employee which have the deduction monthly

    add-fixed-deduction

  5. Alternatively, you can insert the deduction after process month end.

    process-month-end-add-deduction

    1. Click on the "Deduction"
    2. CLick on the ➕ to add the employee then fill in the deduction

  6. Deduction feature is same with allowance feature, all the deduction is not compulsory just depend on company policy.

Maintain Overtime​

Features
  • Setting up maintain overtime helps you to categorize the type of overtime that company have.
  • This would affect the types of contribution that they need to provide (EPF/SOCSO/PCB & etc)
  • This setting will bring impact of the calculation of overtime.

Process Overtime After Month End​

  1. Click on Payroll > Maintenance > Maintain Overtime

    after-maintain-overtime

  2. In the list, you can find some default overtime settings. Click on New to generate a custom one

    after-new

  3. Key-in Overtime details as below

    after-enter-details

    • Insert the Code and Description of the overtime that you want to generate.
    • Insert the Rate of the overtime, eg : the overtime rate is 1.5 as per overtime amount or double, triple of the overtime amount.
    • Unit Type is to set the overtime calculation by hourly or by daily. -Set the contribution of overtime with EPF, SOCSO, PCB, EIS etc.

  4. After that, when we need to process the payroll at the month end. Navigate to Payroll > New Payroll

    after-navigate-new-payroll

  5. Click Final, and click on Process

    after-click-process

  6. Click on any employee

    after-click-employee

  7. Click on the "Overtime"

    after-click-overtime

  8. Click on the ➕ to add the info you want

    after-click-plus

  9. Click on the "Code" to choose the overtime type

    after-select-code

  10. Key in the work unit as overtime hour, for example if Lee hong Wai overtime for 2 hours on that particular day, just key in numbering as 2 will do

    after-key-overtime-hour

  11. Alternatively, you can click on the button beside Trans Date, and tick the column name Work Unit As Time

    after-tick-column

  12. After call out the column of Work Unit As Time, you may key in he overtime minutes also (eg: 2 hours and 09 mins) after-key-overtime-minutes

Process Overtime Before Month End​

  1. Click on payroll, open pending payroll.

    before-open-pending

  2. Double Click on Overtime

    before-open

  3. Click on Append icon

    before-append-1

    before-append-2

  4. Select employee

    before-select-employee

  5. Select Overtime Code

    before-select-code

  6. Tick and enable the Work Unit As Time

    before-enable-work-unit-as-time

  7. Enter the time in the work unit as time, for example Lee Chong Wai worked overtime for 2hours and 30minutes, key in as shown below

    before-enter-time

  8. Repeat the same steps as shown above for the other overtime records and save after all done

    before-repeat

  9. During month end,

    before-month-end-1

    before-month-end-2

  10. Double click on the employee’s name or code

    before-click-employee

  11. Click on the blue Overtime words

    before-click-overtime

  12. The overtime records entered in pending payroll will be shown

    before-overtime-records

Import Excel Overtime Format into SQL Payroll​

  1. Prepare a table in Microsoft Excel as shown in the image below

    import-excel

    tip
    • Date: Trans Date
    • Employee: Code of Employee
    • OT: Code of Overtime that created in Maintain Overtime
    • Unit: Work Unit (count 2.50 = 150 minutes/2 and a half hours)

  2. After done the table, go to file

    import-go-to-file

  3. Click on Save as

    import-save-as

  4. Select CSV file type

    import-select-csv

  5. Click Save

    import-save

  6. Go to SQL Payroll > Payroll > Open Pending Payroll...

    import-open-pending-payroll

  7. Double click on the Overtime

    import-click-overtime

  8. Click on the Import Data icon

    import-click-data

  9. Click on the … (3 dots button) to select your data source,

    import-click-dots-button

  10. Select the csv file to import

    import-select-csv-file

  11. Click on the Next button

    import-next

  12. Import from row 1, select Comma, select " for the text delimiter

    import-import

  13. Select the field for every column

    import-select-field-1

  14. Make sure you have select all the fields for the date, employee, code & workunit.

    import-select-field-2

  15. Change the Import from row to 2 and click the finish button

    import-finish

  16. Click on the Close button after done importing the data

    import-close

  17. Click on the Save icon

    import-last-save

Maintain Claim​

Feature
  • Maintain Claim is used to define the types of claims available to employees, as well as set default amounts and limits.
  • For example, for travel claims, accommodation expenses, and communication expenses, you can set monthly or per-claim limits, set fixed amounts, or leave them blank for employees to fill in.
  • This can impact the reimbursement process, monthly reimbursement review, and payroll calculations.

  1. Navigate to Payroll > Maintenance > Maintain claim

    navigate

  2. Click New to generate a New Claim

    new

  3. Insert the info that you want to set in maintain claim

    insert

    1. Insert the Code of the Claim that you want to generate.
    2. Insert the Description of the claim.
    3. Insert the Yearly Limit for the claim, eg: RM 2000 for every employee then you can insert the rate of RM 2000 but if there is no limit then you can left it blank as Unlimited by click the 'Set as Unlimited' button.
    4. Insert the Monthly Limit for the claim, eg: RM 200 for every employee then you can insert the rate of RM 200 but if there is no limit then you can left it blank as Unlimited by click the 'Set as Unlimited' button.

  4. After create the master file of Claim, then you can add the fixed claim's Yearly Limit and Monthly Limit for certain employee which have the claim.

    add-fixed-claim-limit

  5. Alternatively, you can insert the claim after process month end.

    process-month-end-add-claim

    1. Click on the "Claim"
    2. CLick on the ➕ to add the employee then fill in the claim

Maintain Commission​

  1. Set the commission for employee

    • Navigate to Payroll > Maintenance > Maintain Commission
    • Create new for a new commission rate

    maintain-commision

  2. Open pending payroll for commission

    • Payroll/Open pending payroll/Commission
    • Insert the employee and amount

    pending-payroll

  3. Process month end

    1. Method 1 : Final Payroll Process

      • Navigate to Payroll > New payroll > Process

      process-month-end-1

    2. Method 2 : Process Adhoc

      • Tick EPF & PCB & Monthly Fixed Allowance/Pending Payroll

      process-month-end-2

    3. Tick Commission

    tick-comm

  4. Double click the employee that you gave commission

    check-employee

  5. Refer to commission column

    result

Maintain Payment Method​

  • Maintain Payment Method helps you to categorise how you want to pay your employee

  • This is useful when you have different type of banks (MBB, HLB & etc) and method of paying (Cash, Cheque, Transfer)

  • At here, we can also set the auto rounding so that all payout is round to the nearest 5 cent

    • eg: Employee total pay = RM1234.56
    • After auto rounding, it will become RM1234.55

  1. Navigate to the maintain payment method panel

    navigate

  2. Click new to create new payment method

    new

  3. Key in the information needed (Click save after configured)

    key-in-1

    key-in-2

Explanation of auto rounding​

Without auto rounding​

5

  • After month end will show no adjustment
  • However, adjustment can be manually change by clicking the up/down arrow beside it

6

With auto rounding​

  • After month end will have auto adjustment to nearest 5 cents

7