This feature allows users to define the calculation method used to determine employees’ daily salary rate for paid and unpaid leave processing. Steps to Maintain Paid and Unpaid Leave Daily Rate Calculation Setting: Go to Tools > Company Profile. Go to Payroll Rules. At the No. of days in calculating Paid Leave daily rate and No. Of days in calculating Unpaid Leave daily rate field, select: Calculated Working Days – Formula: Basic Salary / Working Days in the Month All Days – Formula: Basic Salary / Total Calendar Days in the Month. Fixed Days – Formula: Basic Salary / Fixed Number of Days Click Save changes to apply.

This feature allows users to hide unused contribution fields in Employee Maintenance to simplify the interface and reduce unnecessary data entry. Steps to Hide Zakat, Director Fees, Tabung Haji and ASN Fields: Go to Tools > Company Profile. Go to Contribution Settings. Scroll down to Item Setting. Toggle the relevant fields to Hidden to hide the fields. Click Save changes. The selected fields will no longer appear in the Employee Maintenance.

The Basic Information page is used to maintain key company settings, including company contact details, payroll preferences, and leave calculation rules. These settings affect payroll processing, claim handling, and employee leave entitlement calculations.  Steps to Maintain Company’s Basic Information: Go to Tools > Company Profile. Under Company Profile, go to Basic Information. The Basic Information page consists of two sections: Company Information Leave Information A) Company Information This section stores general company and payroll-related settings. Phone 1 / Phone 2 – Company contact numbers. Fax – Company fax number. Currency Code – Default currency used for payroll and reporting. HRDF Rate (%) – Company HRDF contribution rate. Claim Payroll Type – Determines how employee claims are processed: First Half – Claims are processed together with the first-half salary. Month End – Claims are processed together with the monthly salary. Claim – Claims are processed separately from payroll. Remark – Additional notes or company information. B) Leave Information This section controls how employee leave entitlements are calculated and rounded. Leave Cut-Off Date – Enter a value between 0 and 31. This determines whether the joining month is counted as a full month for entitlement calculation. Applicable only when the Leave Calculation Method is set to Month Inclusive. Example: Cut-off = 15,  Join on or before the 15th – Counted as one full month. Join after the 15th – Not counted.  Round Up Entitle To – Defines how leave entitlement decimals are rounded.  Hourly – Converts the decimals into hours: Example: 8.41235 days = 8 Days and 3 Hours (based on 8-hour per workday: 0.41235 × 8 = 3.2988 hours) Half Day – Rounds to 0.5 or full days. 8.10000 ~ 8.59999 → 8.5 Days 8.60000 ~ 9.09999 → 9.0 Days Full Day – Rounds to the nearest full day. 8.50001 ~ 9.50000 → 9.0 Days Leave Calculation Method – Determines entitlement calculation method: Day – Based on the exact days worked. Month Inclusive – Based on completed months only. Month Proportion – Based on proportional monthly calculation. Year Of Service From – Defines whether leave entitlement is calculated from Join Date or Confirm Date should be used to determine the length of service. Only applicable for Employee’s Join/Confirm Date entitlement groups. Steps to View Leave Entitlement Calculation: Users may preview entitlement calculations based on system settings: Click View calculation sample under the Leave Calculation Method field. Enter the requirements: CALCULATE YEAR OF SERVICE BY – Select Join Date or Confirm Date. SERVICE DATE STARTED FROM – Select the date. This will be auto-filled according to the system date. ENTITLEMENT GROUP – Select the leave entitlement group. LEAVE TYPE – Select the leave type to be calculated. ENTITLEMENT IN YEAR – Select the year. LEAVE CUTOFF DAY – Will be auto-filled according to the Leave Cut-Off Date setting. WORKING HOURS PER DAY – Enter the number of working hours per day. Click Calculate. The system will display calculated leave entitlement on Days Method, Month/Inclusive and Month/Proportion.

This feature allows users to set a default payslip format to streamline the payroll distribution process. By configuring a default template, the system will automatically use the selected format when generating or sending payslips, ensuring consistency and saving time. Steps to Set Default Payslip Format: Go to Tools > Company Profile. Go to Reports to Download. Scroll down to the Default Payslip area. Select a Payslip Template. The selected payslip format will be set as the system default payslip template.

This feature allows users to configure statutory and payroll reports that will be automatically generated and made available for download after each payroll run. The supported report options are related to EPF, SOCSO & EIS, Income Tax (PCB), HRDF & Summary, Bank Payment Listing and Payslip. For example, Monthly EPF Listing, Borang A, Borang 8A, and other statutory submissions. Steps to Configure Report to Download: Go to Tools > Company Profile. Go to Reports to Download. Tick or untick the reports. You may use: Enable All – Select all reports. Disable All – Deselect all reports. Scroll down to Default Payslip. Enable Include payslip in batch download and select the Payslip Template include the payslip download with other payroll reports. Click Save changes to apply.

The Bank Accounts feature is used to maintain company bank account details for payroll processing and claim payments.  Steps to Maintain Company Bank Accounts: Go to Tools > Company Profile. Go to Bank Accounts. Click Add Bank Account. Enter the details: Bank – Select the name of the bank. Account No – Enter the bank account number. State – Select the state in which the bank branch is located. Main Bank – Tick if it is the primary bank account used for transaction. Click Save. Click Address: Not set below the bank details to maintain the bank location. Enter the address of the bank branch and click Save. Click Save changes.

User Authorisation allows users to invite employees to access the HRMS system and assign appropriate permissions or access rights and entitlement groups. Steps to Invite Users via User Authorisation: Go to Tools > Access Management. Go to the User Authorisation tab. Click Invite User. To import in bulk, click Template > fill in details > click Select File. Alternatively, click + at the top right corner to add users one-by-one. Note: Click Uninvited Employees to obtain the list of employees who have not been invited to the system. Enter the following details: Email – Enter the email of the employee. Employee – Select the employee invited. User Type – Select Employee User or Payroll User.  Access Group – Assign the relevant Access Group. Refer to Access Group to add additional Access Groups. Repeat the steps to add more employees if needed. Click Send Invitation. The employee(s) will receive an email invitation. They must accept the invitation before accessing the system. Steps to Edit Individual’s Access Right / Entitlement Group: Users may modify the employee’s Access Right and Entitlement Group here. Ensure that you are at the Access Management > User Authorisation page. Locate the employee and click the pencil icon next to the employee’s name. Update the details under Access Rights and/or Authorised Employee Groups. Click Save. Steps to Delete a User: Ensure you are at the Access Management > User Authorisation page. Locate the employee and click the trash bin icon next to the employee’s name. Click Yes to confirm deletion.

The Access Group feature allows employers to control user permissions by assigning access rights to specific groups of users. It determines which modules and features users can view or perform actions in, based on their role. The system has 2 default access groups: Payroll Users – Full access to all HRMS modules and features. Employee User – Access limited to Employee Self Service, My Calendar, and selected Human Resource functions. Steps to Create a New Access Group: Go to Tools > Access Management. Click Add New. Enter the Title and select User Type (Employee User or Payroll User). Assign access rights manually or via the quick setup shortcut. Click Save. Assign Access Rights Manually: Click the arrow icon to expand a module. Toggle Allow to ON to grant access or OFF to restrict access. Click the tick icon to enable all features within a module.  Click the square icon to disable all features within a module. Assign Access Rights via QUICK SETUP: Click a predefined configuration from QUICK SETUP field: Full Access  Payroll User – All modules and features enabled. Employee User – All features in Employee Self Service, My Calendar and Human Resource enabled. Read Only – All features enabled, but editing and submissions are restricted. HR Manager  Payroll User – Dashboard, Reports and Human Resource enabled. Employee User – Human Resource enabled. Payroll Operator Payroll User – Dashboard, Payroll and Reports enabled. Employee User – No access ESS Only Payroll User – Employee Self Service and My Calendar enabled. Employee User – Employee Self Service and My Calendar enabled. No Access – No modules enabled. Review and edit manually if required. Steps to Edit an Access Group: At the Access Group page, click on the pencil icon. Make necessary changes and click Save. Steps to Delete an Access Group: At the Access Group page, click the trash bin icon. Click Yes to confirm deletion.

The Approval Settings is used to assign managers or supervisors to approve employee transactions, such as Leave Applications, Claim and Time Attendance. The system supports two approval structures: By Department – Set approval workflow based on employee departments. The system default approval groups are CLAIM APPROVAL and LEAVE APPROVAL. Users may edit or add new approval groups. By Organisation Chart – Uses the company reporting hierarchy to determine the approval flow. The system default approval group is Approval Chart. Steps to Configure Approval Workflow By Department: Go to Tools > Approval Settings. Select By Department. Click Add New.  Enter the field: Title – Name the approval setting. Approval For – Select Leave, Claim or Time Attendance. Approval Method – Flat Approval – All assigned approvers must approve. Suitable when all approvers must review the same request. Sequence Approval – Approvals are processed in sequence from the first approver onwards. Commonly used for multi-level approvals. Approvers – Select the assigned approver(s). Department – Tick the departments covered by this approval group. Click Save. The Approval Group will be created and applied to employees within the selected department(s). Click the pencil icon to save.  Click the trash bin icon to delete. Steps to Configure Approval Workflow By Organisation Chart: At the Approval Settings page, click By Organisation Chart. Click Yes to switch the Approval Type. Click Add New. Enter the columns: From >= – Enter the minimum number of leave days. To < – Enter the maximum number of leave days. Required Approvers? – Enter the number of approvers needed. Is Sequential? – Enable if the approval must happen in order when there is more than one approver. Go to the Approval Chart tab. This chart reflects employee reporting lines based on employee profiles. If the approval requirement of certain employees is different from the default set earlier:  Click the employee from the organisation chart. Click the relevant approval type (Claim or Leave). Click + . Enter the required details and click Apply. Click Save. The Approval setting is saved. Click the pencil icon to save. Click the trash bin icon to delete.

This section allows users to create and manage projects for record-keeping, reporting, and transaction filtering purposes. Projects can be assigned to an employee at Payroll > Employee Maintenance.  Steps to Create a New Project: Go to Tools > Organisation. Under the Project tab, click Add New. Enter the details: Code – Enter a code for the project. (Mandatory) Description – Enter the name of the project. Is Active – Ensure this option is enabled to make the record available for selection. Click Save. The project will be listed at the table. ℹ️  Tip:  Use the pencil icon to edit the project. Use the trash bin icon to delete the project. Disable Is Active to prevent further use without deleting historical records.