This section allows users to create and manage departments (e.g., Finance, Marketing) in accordance with company structure. Departments help organise employees, streamline reporting and filter payroll settings where required. Each employee can be assigned to a department via Payroll > Employee Maintenance. Steps to Create a New Department: Go to Tools > Organisation. Go to the Department tab. Then, click Add New. Enter the details: Code – Enter a code for the department. (Mandatory) Description – Enter the name of the department. Is Active – Ensure this option is enabled to make the record available for selection. Statutory Information – Enter the EPF No, EPF Address, SOCSO Number and SOCSO Address if applicable. Click Save. The department will be created. Steps to Create a Sub-Department: Go to the Organisation page, Department tab. Locate the department and click + to create a sub-department under it. Enter the sub-department details: Code (Mandatory) Description Statutory Information – Enter the EPF No, EPF Address, SOCSO Number and SOCSO Address if applicable. Click Save. The sub-department will be created under the parent department. Click on the arrow icon to expand or collapse the list. ℹ️ Tip: Use the pencil icon to edit the department. Use the trash bin icon to delete the department.

This section allows users to create and manage branches that can be assigned to employees.  Branches are used to categorise employees based on location, office, or operational unit, making it easier to organise records, and generate location-based reports. See report preview by branch and report customisation by branch for application. Note that assigning a branch to an employee does not affect the payroll process. Steps to Create a New Branch: Go to Tools > Organisation. Under the Branch tab, click Add New. Enter the details: Code – Enter a code for the branch. (Mandatory) Description – Enter the branch name or location. Calendar – Select the calendar used for the branch (maintained at Tools > Calendar). Default Rule – Assign the rule used for the branch (maintained at Human Resource > Shift & Rule). Is Active – Ensure this option is enabled to make the record available for selection. Statutory Information – Enter the EPF No, EPF Address, SOCSO Number and SOCSO Address if applicable. Click Save. The branch will be created. ℹ️ Tip: Use the pencil icon to edit the branch. Use the trash bin icon to delete the branch, then click Yes to confirm deletion.

The Employee Type feature allows employers to classify employees according to their employment categories, making it easier to organise, manage, and report on different groups of employees.  Steps to Create a New Employee Type: Go to Tools > Classification. Go to the Employee Type tab and click Add New. Enter the Code and Description of the employee type. Ensure the Is Active option is enabled. Click Save. ℹ️ Tip: Use the pencil icon to edit. Use the trash bin icon to delete.

This feature allows employers to automatically pro-rate allowance amounts based on an employee's Join Date. It ensures that employees who join partway through a month receive allowances proportionate to the number of eligible working days. Pro-Rate Allowance Formula: Allowance ÷ Total Days × Eligible Working Days Steps to Enable Pro-Rate Allowance: Go to Tools > Payroll Items. Go to the Allowance tab. Locate the allowance and click the pencil icon. Enable Prorate allowance based on join date. Click Save. Ensure the allowance is assigned to the employee at Payroll > Employee Maintenance. Maintain the following details: Employment Details – Ensure the employee’s Join Date is correctly entered. This feature only applies to employees who join mid-month. Addition & Deduction – Locate the allowance item and click the pencil icon. Ensure the Amount is entered correctly. Process payroll and verify that the allowance is pro-rated correctly.

The Allowance feature in Payroll Items is used to define allowance types and their calculation rules for payroll processing. Users can create new allowance items or modify existing ones according to company requirements.  The system default allowance types include: Attendance, Child Care, Education, Housing, Meal, Parking, Travel/Petrol, BroadBand/Telephone/Mobile Plans and Shift. Steps to Create a New Allowance Item: Go to Tools > Payroll Items. Go to the Allowance tab. Click Add New. Under the Setup section, enter the Code and Description. Then, assign employees to add the allowance as a fixed allowance in the employee’s profile for payroll processing. Under Settings section, configure the allowance settings if applicable: Prorate Allowance Based on Join Date – Enable this option to prorate allowance. Start / End Period – Set the start and end period accordingly if the deduction is period based. Tax Exempted Rule – Select applicable tax exemption (ensure Pay Tax is ticked if taxable). Payroll Contribution – Tick the relevant contribution checkboxes (EPF, SOCSO & EIS, HRDF, Tax). EA Form – Select the corresponding EA form field where the deduction should appear (require Pay Tax to be checked). Under the Formula section, enter manually or generate using Siora based on company policy. Click Save. The allowance will be reflected in the payroll process. ℹ️ Tip: Click the pencil icon to edit the allowance item. Click the trash bin icon to delete the allowance item.

The Deduction feature in Payroll Items is used to create and manage payroll deduction items, such as unpaid leave, salary advances, loan repayments, or other deductions based on company policies. These deduction items can be assigned to employees and applied automatically during payroll processing.  Steps to Create a New Deduction Item: Go to Tools > Payroll Items. Go to the Deduction tab. Click Add New. Under the Setup section, enter the Deduction Code and Description. Then, assign the employee to add the deduction as a fixed deduction in the employee’s profile for payroll processing.  Under Settings section: Start / End Period – Set the start and end period accordingly if the deduction is period based. Payroll Contribution – Tick the relevant contribution checkboxes (EPF, SOCSO & EIS, HRDF, Tax).  EA Form – Select the corresponding EA form field where the deduction should appear (require Pay Tax to be checked). Under the Formula section, enter manually or generate a formula with Siora. Click Save. The deduction will be reflected in the payroll process. ℹ️ Tip: Click the pencil icon to edit the deduction item. Click the trash bin icon to delete the deduction item.

The EPF Rate feature allows users to create and maintain Employee Provident Fund (EPF) contribution rates used in payroll calculations. These rates determine the contribution amounts payable by both employees and employers.  Steps to Create a New EPF Rate: Go to Tools > Payroll Items. Go to the EPF tab. Click Add New. Enter the Code and Description of the EPF rate. Under Employee section: Rate Type – Select Percentage or Amount. Employee Rate – Enter the EPF rate. Under Employer section: Rate Type – Select Percentage or Amount. Employer Rate (<=5000) – Enter employer contribution rate for salaries RM5,000 and below. Employer Rate (>5000) – Enter employer contribution rate for salaries above RM5,000. Click Save. The EPF Rate will be created. Click the pencil icon to edit. Click the trash bin icon to delete.

The Levy feature is used to define and maintain statutory charges, taxes, or fees imposed on employees or employers, such as foreign worker levies and other regulatory contributions. These amounts are included automatically during payroll processing based on company and statutory requirements.  Steps to Create a New Levy: Go to Tools > Payroll Items. Go to the Levy tab. Click Add New. Enter the Code, Description, Employee Amount and Employer Amount. Click Save. The levy will be created and available for payroll processing.  Use the pencil icon to edit the allowance. Use the trash bin icon to delete the allowance.

The Overtime feature is used to create and manage overtime pay items for payroll processing. Overtime items define how overtime payments are calculated based on working days, rest days, public holidays, and statutory requirements. The system default overtime types include Daily Pay, Hourly Pay, and Monthly Pay. Steps to Create a New Overtime Item: Go to Tools > Payroll Items. Go to the Overtime tab. Click Add New. Under Setup section: Code – Enter a unique code for the overtime item. Description – Enter a short remark for the overtime item. Rounding Method – Select rounding option Round to 5 cents or Round to 10 cents if applicable. Under the Details section: Click Add Detail. Enter the details. Title – Enter the name of the overtime rule. Unit – Enter the unit of calculation. Quantity – Select Overtime Work Days, Overtime Rest Days, Overtime Holidays, Worked Rest Days or Worked Holidays. Statutory  – Select the applicable statutory requirement. Rate – Select to calculate by Formula or Amount. Then, enter the required formula or value. Click Apply. The information will be added.  Click the edit icon to edit.  Click the trash bin icon to delete Click Save. The overtime item will be created. Use the pencil icon to edit the allowance. Use the trash bin icon to delete the allowance.

The Attachment feature allows users to store and manage important company documents, such as company policies, employee handbooks, internal guidelines, and statutory or compliance-related documents. Uploaded files can be viewed or downloaded by employees through the Employee Self Service (ESS) portal.  Steps to Upload an Attachment: Go to Tools > Company Profile. Go to Attachment. Click Upload Files. Select the document and click Open. Click New Attachments to upload more files. Click Save changes.