Leave Closing and Claim Closing are year-end processes used to finalise employee balances and carry forward eligible balances to the next year. The main difference lies in the type of entitlement being processed.  Claim Closing Used to finalise employees' claim balances at year end.  Captures the available or remaining claim balance.  Carries forward eligible claim balances to the following year. Ensures unused claim entitlement is properly recorded for next-year usage (if carry forward is allowed). Leave Closing Used to finalise employees' leave balances at year end.  Captures the available or remaining leave balance.  Carries forward eligible leave balances to the following year. Ensures unused leave entitlement is properly transferred or processed for the next year (if carry forward is allowed).

EA Assistant at Payroll Closing allows users to manually modify certain EA form details such as description, pension, and annuities. However, fields involving system-calculated amounts are locked to ensure data consistency between the EA form and statutory reports such as Borang E and CP8D. This feature helps maintain accuracy while allowing limited manual adjustments where necessary.

The Leave Cutoff Day in Company Profile is not related to the Leave Cut Off Date used during payroll processing.  Leave Cutoff Day – Used to determine the cutoff point for calculating leave entitlement and affects how leave entitlement is accrued.  Leave Cut Off Date – Used to define the cutoff period for calculating unpaid leave during payroll processing. ℹ️ Note:  Refer to https://static.miraheze.org/autocountwiki/f/f7/Leave_Calculation_Methods.pdf for further explanation and examples: Example: Payroll cutoff date: 25th October Unpaid Leave of Employee A: 3 days in October (10th, 11th and 28th). Result: During the payroll process, only the unpaid leave on 10th and 11th will be recognised. Unpaid leave taken after this date (28th October) will only be processed in the next payroll cycle (November).

If you start using AutoCount Cloud Payroll in the middle of the year, you should import your employees' previous payroll data using the YTD PRTrans template. This ensures statutory calculations, such as PCB (Monthly Tax Deduction), are calculated accurately for the remaining payroll periods of the year.  Steps to Upload Year-To-Date Payroll Transactions: Go to Tools > Excel Import. Click YTD PRTrans to download the template. Open the Excel file and fill in the required information: Red fields are mandatory. Green fields are optional. Save the completed file. Return to the Excel Import page and click Select File. Select the updated YTD PRTrans file and click Open. Click Upload. Review the imported data. Click Import All to complete the process.

You can control whether specific payroll items are included in statutory contribution calculations such as EPF, SOCSO, EIS, and PCB (Tax). This allows payroll calculations to align with your company's policies and statutory requirements.  Steps to Control Statutory Contributions for different Payroll Items: Go to Tools > Company Profile. Go to Contribution Settings. Tick or untick the relevant checkboxes based on whether each payroll item should be included in the respective statutory contribution calculation. Click Save changes to apply the changes.

The Excel Import feature allows users to create or update employee records in bulk, reducing manual data entry and improving data management efficiency.  Steps to Upload Employee Information via Excel Import: Go to Tools > Excel Import. Click Employee to download the excel template. Enter the employee information into the template and save the file. Red headers indicate mandatory fields. Green headers indicate optional fields. Return to the Excel Import page and click Select File.  Select the excel file and click Open. Click Upload. Review the details and click Import All.

My Calendar displays company holidays, leave schedules, and reminders. Only users whose accounts are linked to an employee profile can access this feature. If you are unable to view My Calendar, it is likely that your user account has not been linked to an employee record. Steps to View Company Holidays in My Calendar: Go to Tools > Access Management. Go to User Authorisation. Locate the user you wish to grant access to My Calendar and click the pencil icon. At the Link to Employee field, select the corresponding employee profile. Click Save. The employee will be able to view company holidays in My Calendar, where holidays are displayed in red.

Approval requirements can vary based on an employee’s position within the organization. For example: Staff – Requires approval from Manager and Head of Department (HoD). Manager – Requires approval from HoD only. Head of Department – May require approval from the Director. Example hierarchy:  Director (Level 0) → HoD (Level 1) → Manager (Level 2) → Staff (Level 3) With a requirement of 2 approvers, a Staff member at Level 3 will require approval from both the Manager (Level 2) and HoD (Level 1). However, if an employee has only one immediate supervisor, the approval settings can be adjusted individually in the Approval Chart. Steps to Configure Approval Routing: Go to Tools > Approval Settings.  Select By Organisation Chart, and click + Add New. Enter the Title. Select the applicable module(s). Click the + icon and configure the approval rule: From ≥ – Set the minimum number of leave days. To < – Set the maximum number of leave days. Required Approvers – Enter the number of approvers required. Is Sequential? – Enable if approvals must be obtained in sequence. Go to the Approval Chart tab.  To create an exception for a specific employee: Click the employee's name. Select Leave or Claim. Click +. Enter the required approval configuration. Click Apply. Repeat the process for other employees or managers who require different approval levels. Click Save once all configurations are complete.

Yes. You can restrict a Payroll User from viewing employees' Basic Rate information by configuring the user's authorisation settings.  Steps to Restricted a Payroll User from Viewing the Basic Rate: Go to Tools > Access Management.  Go to User Authorisation. Locate the user and click the pencil icon. In the Access Rights settings, search for Basic Rate or navigate to Payroll > Employee > Employee Maintenance > Basic Rate. Toggle Allow to Off. Click Save. The payroll user will still be able to access and maintain employee information, but the Basic Rate field under Wages Info will be hidden. Written by: Azirah (20260421)