This guide will assist you in viewing / checking the daily health declaration records. To view the daily health declaration records, click on Human Resource > Health Record Transaction. END OF GUIDE

This guide will assist you in creating leave closing for a company. The main purpose for leave closing is to carry forward the remaining balance from one year to another. To perform leave closing, go to Tools > Leave Closing Click on New Leave Closing at the top right corner and select the leave balance by either December Cut-off Date or Real Time Balance. Next, select the leave closing year and input your description for reference. Check for any pending leave request before you proceed, you are required to approve / reject the leave request(s) before proceeding with the closing. Next, under Leave Cutoff for Credit Leave is carry forwards leave(s) with expiry date and Expiry Date represents the date of expiry for the credit leave. CF column represents the carry forward amount for the number of days to be carried forward. It will not expire and can be carried forward again to the next year. After checking everything, you may click on Confirm & Save to save the leave closing process. The balance leave will now reflect in the Leave Balance for all the staff.  END OF GUIDE

This guide will assist you in creating a new branch to assign it to the employees. The branch field is used to help categorize or filter employees based on their location or team within the company. It is a great way to keep things organized, especially when you're managing a large workforce. It can mainly be used to filter reports or processing payroll.  To create a new branch, follow the steps below: 1. Go to Tools > Branch under General Maintenance. 2. Then click on Add New at the top right corner. 3. Key in the branch details respectively such as the Code & Description. The main item to be maintained is the Code as it is a compulsory field. 4. To assign the newly created branch to an employee, go to Payroll > Employee Maintenance under Employee. 5. Identify the employee that you would like to assign the newly created branch to and click on the pencil icon to edit. 6. Then navigate to the Employment Detail tab. 7. Scroll down to the Employment Info column and look for the Branch field. 8. Select the branch and save the changes made by clicking the save button at the top right corner. 9. Now you can apply a branch filter in the report to display only the employees from within that specific branch. Note: Even if employees are assigned to different branches, payroll will still be processed together for all employees. The Branch setting is purely for filtering and viewing purposes—it does not divide or separate the monthly payroll process into batches. So whether your team is in KL, Penang, or Johor, payroll runs all at once! By HanYang 250609, Azirah 250731 END OF GUIDE ​

What is User Defined Field (UDF) A User Defined Field (UDF) is a custom field that allows you to add additional information that is not included in the system by default. You can create UDFs in four sections of the system: Employee Maintenance, Overtime, Allowance, and Deduction.  Example: Create a UDF in the Employee Maintenance profile for "Uniform Size". To create a UDF for Employee Maintenance fpr "Uniform Size" follow the steps below: 1. Go to Tools > UDF 2. Under the Employee section, click Add New.  3. Fill in all the required details to create the UDF:  Index: The number of the UDF (starts from 1). Type: The data type for the UDF (String, Number, Date, Boolean, Text) Field Name: The name of the UDF Title: The caption or label displayed for the UDF.  Is Required: Check this box to make the field mandatory  4. Once done, click Save under the Employee section to save the UDF, then click the Save button at the top right corner to apply all changes.  5. You can now maintain the additional UDF field in Payroll > Employee Maintenance > UDF By HanYang 250630, Azirah 250731 END OF GUIDE

This guide will assist you in creating a new calendar for a group of employees with different rest days or if they follow different public holidays.  To setup a new calendar, go to Tools > Calendar under General Maintenance. Once you're in the calendar, click on Add New to add a new calendar for the staff.  Maintain the necessary information such as Code and Description Next, check the checkbox on the list of holiday that the calendar will follow and click on Apply once done. After that, do the same for the rest day as well. Tick the checkbox and select the option for Month, Week Day, and Frequency. The Holiday and Rest Days should appear something like this. And the calendar itself should look something like this across all months.  Once done, click on Save at the top right corner to save the changes made. END OF GUIDE

This guide will assist you in performing rounding adjustments on your employee's net pay.  Note: This is a setting that will be made in the company profile, therefore if you wish to revert or apply the changes after you process the payroll, you are required to delete the payroll process. To perform net pay rounding adjustments on the employee's net pay, go to Tools > Company Profile. Head on to Contribution Profile and scroll all the way down till you see Net Pay Rounding.  Select your desired Net Pay Rounding and click on Save at the top right corner once done to save the changes made.  END OF GUIDE