The Employee Resignation feature is used to record an employee's resignation date in the system. Once a resignation date is maintained, the employee will be excluded from future payroll processing after the effective date. The employee's historical payroll and employment records will remain available for reporting, statutory purposes, and future reference. Steps to Record Employee Resignation: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon next to the employee. Go to Employment Details. Under Employment Dates, enter the Resign Date. Click Save changes to apply.

The Employee Calendar setting is used to assign a work calendar to an employee. The assigned calendar determines the employee's working days, rest days, and public holidays, which are used in attendance tracking, leave calculations, overtime calculations, and payroll processing.  Steps to Maintain Default Overtime Settings: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon next to the employee. Go to Employment Details. Select the appropriate Calendar. Calendars are maintained under Tools > Calendar. Click Save changes to apply.

The Increment feature allows users to record employee salary increases while maintaining a history of salary adjustments. Instead of directly changing the employee's salary, increments are recorded with an effective date, enabling the system to automatically update the employee's Current Rate when the increment takes effect.  Steps to Maintain Default Overtime Settings: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon next to the employee. Go to Employment Details. Click Add Increment. Enter the details: Effective Period – Select the starting month of the new salary rate.  Increment Amount – Enter the salary increase amount.  Remark – Enter a short description for reference.  Click Save. The employee's Current Rate will be updated automatically based on the effective period.  Click Save Changes to apply. Use the pencil icon to edit an increment. Use the trash bin icon to delete an increment, then click Yes to confirm deletion.

The Statutory Requirement tab is used to maintain employee statutory information required for payroll processing and regulatory compliance. These settings determine how statutory contributions and deductions such as EPF, SOCSO, EIS, PCB (Income Tax), HRDF, and other voluntary deductions are calculated.  Steps to Maintain Statutory Requirement: Go to Payroll > Employee Maintenance. Click the pencil icon next to the employee’s name. Go to the Statutory Requirement tab. The Statutory Requirement tab consists of the following sections:  EPF SOCSO & EIS Income Tax HRDF & Levy Voluntary Deduction A) EPF This section manages the employee's Employee Provident Fund (EPF) contribution settings.  EPF Table – Select the applicable EPF contribution rate. EPF Number – Enter employee’s EPF account number. EPF Initial – Enter the first three letters of the employee’s name. NK – Enter EPF number code (if applicable). EPF Paid by Employer – Tick if employer bears the employee’s EPF portion. B) SOCSO & EIS This section manages SOCSO and Employment Insurance System (EIS) contributions.  SOCSO Category – Select Employment Injury Scheme and Invalidity (Category 1) or Employment Injury Scheme (Category 2) SOCSO Number – Enter employee’s SOCSO ID. SOCSO Employment Status – Select New Employee, Resigned, Pass Away, On SOCSO Medical Leave or On No-paid Leave. SOCSO Paid by Employer – Tick if employer covers SOCSO contribution. SOCSO/EIS Tax Relief – Tick if eligible for tax relief. Pay EIS – Enable if employee is subject to EIS. EIS Paid by Employer – Tick if employer covers EIS contribution. C) Income Tax This section is used for PCB (Monthly Tax Deduction) calculations and tax reporting.  Tax Status – Select Resident, Non-Resident, Return Expert Program, Knowledge Worker (Iskandar) or Position of C Suite. Tax Number – Enter the employee’s tax number. Tax Branch – Enter the employee’s tax office/branch. EA Serial Number – Enter the serial number for EA form reporting. Tax Paid by Employer – Tick if employer bears employee’s tax D) HRDF & Levy This section manages training levies and foreign worker levies.  Foreign Worker Levy – Select applicable levy for foreign employees. Pay HRDF – Tick if employee is subject to HRDF contribution. E) Voluntary Deductions This section is used to maintain employee-authorised voluntary deductions.  Zakat – Enter the account number and deduction amount.   Tabung Haji – Enter the account number and deduction amount.  ASN – Enter the account number and deduction amount. 

Employee statutory information must be maintained to ensure accurate calculation of statutory contributions and deductions, including EPF, SOCSO, EIS, and PCB (Income Tax). These details are essential for regulatory compliance, statutory submissions, and payroll processing.  Steps to Maintain an Employee’s Statutory Information: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon next to the employee. Go to the Statutory Requirement tab. Enter the employee's statutory information:  EPF Number SOCSO Number Tax Number Click Save changes to apply.

The Statutory Borne by Employer setting allows employers to bear statutory contributions on behalf of employees as part of their employment benefits package. When enabled, the employer will pay the employee's portion of the selected statutory contribution instead of deducting it from the employee's salary. The supported statutory contributions are: EPF SOCSO EIS Income Tax (PCB) Steps to Maintain Statutory Borne by EMployer: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon next to the employee. Go to Statutory Requirement. Tick the relevant options: EPF Paid by Employer SOCSO Paid by Employer EIS Paid by Employer – Only available when Pay EIS is enabled.  Tax Paid by Employer Click Save changes to apply.

The EPF Rate setting allows users to assign a specific Employee Provident Fund (EPF) contribution rate to an employee. This is useful when an employee requires a contribution rate that differs from the default statutory rate. EPF rates must be created and maintained under Tools > Payroll Items > EPF before they can be assigned to employees. Steps to Assign an EPF Rate to an Employee: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon next to the employee. Select the appropriate EPF Rate from the dropdown list under the EPF Table field. Click Save changes to apply.

The Addition & Deduction tab is used to assign payroll items to employees for automatic payroll calculations. These payroll items determine additional earnings, deductions, taxable benefits, and voluntary deductions that will be included during payroll processing. The available payroll item categories are: Addition – Extra amounts added to basic salary (e.g., allowances, overtime, bonus). Refer to Allowance and Overtime. Deduction – Amounts deducted from salary (e.g., unpaid leave, advances). Refer to Deduction.  BIK (Benefits-in-Kind) – Non-cash benefits provided (e.g., company car, housing).  Optional Deduction – Voluntary deductions requested by employees (e.g., tax relief-related expenses) Steps to Maintain an Employee’s Payroll Items: Go to Payroll > Employee Maintenance. Click on the pencil icon next to the employee’s name. Go to the Addition & Deduction tab. Click + Add Payroll Item. Select the relevant tabs: Allowance Deduction BIK Optional Deduction Select the required item(s) and click Add. Click the pencil icon to set up the payroll item details.  Enter the required details: Allowance Items – Select the Start Period and End Period, choose By Amount or By Formula, select the Tax Exemption Rule and check the applicable statutory options. Deduction Items – Select the Start Period and End Period, choose By Amount or By Formula and check applicable statutory options. BIK – Enter the Start Period, End Period, Amount and select the Tax Exemption Rule. Optional Deduction – Enter the Start Period and End Period, Amount and Limit Amount. Click Save. Click Save changes to apply the edits. ℹ️  Field Explanations: Start Period and End Period – Leave blank to keep the item active permanently. By Amount / Amount – Enter a fixed value.  By Formula – Calculate by formula. Applicable for Allowance and Deduction. Create Manually – Input the formula directly. Generate with Siora – Click on the arrow down icon. Enter a brief description and click Generate. Tax Exempted Rule – Select applicable exemption. Applicable for Allowance and BIK. Pay EPF/Pay Tax/Pay SOCSO & EIS/Pay HRDF/Is Fixed – Check the options if applicable to the item. Applicable for Allowance and Deduction. Limit Amount – Maximum allowable amount for the item. Applicable for Optional Deduction.

The Bank Accounts tab is used to maintain employees' bank account information for salary payments and payroll processing. You can assign one or multiple bank accounts and specify how the employee's salary should be distributed across them.  Steps to Maintain an Employee’s Bank Account: Go to Payroll > Employee Maintenance. Locate the employee and click on the pencil icon next to the employee’s name. Go to the Bank Accounts tab. Click Add New Bank. Enter the details: Bank – Select the bank name (e.g., Public Bank, Maybank). Account Number – Enter the bank account number. Beneficiary name – Auto filled according to the employee’s details. IC No – Auto filled according to the employee’s details Salary % – Enter the percentage of salary to be credited to this account. The default percentage 100% is adjustable. Main Bank – Tick if this is the employee’s primary bank account. Click Save. Repeat the steps to add multiple bank accounts. Click Save changes to apply. ℹ️  Tips: Ensure the total Salary % across all accounts equals 100% if multiple accounts are used. Use the pencil icon to edit an account. Use the trash bin icon to delete an account, then click Yes to confirm.

The Attachment feature allows users to upload and store employee-related documents in a central location. This helps maintain a complete employee record and simplifies document management.  Steps to Add an Employee Attachment: Go to Payroll > Employee Maintenance. Click the pencil icon next to the employee’s name. Go to the Attachment tab. Click Upload Files. Select a file and click Open. Click Save Changes. ℹ️ Tip: Click on the cross icon next to the file to remove the uploaded document.