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How to change the Payroll Type for claim without changing the default settings?This guide will assist you in changing the payroll type for the claim without having the need to change the default claim payroll type. To change he payroll type for claim without having the need to change the default claim payroll type, click on Payroll > Adhoc Payroll Items under Payroll Management. Identify the staff that you would like to change the payroll type for the claim transaction and click on their profile and go to the Claim tab. The Claim tab should be showing (0/1), meaning it has not been processed. After that, click on the pencil icon to edit. If it shows (1/1), this means that it has been processed and the payroll type cannot be changed. Change the Payroll Type by simply clicking on it and choosing a different one, for example, from Claim to Month End / Second Half. Once done, click on Save. The claim transaction will now reflect and be processed in the amended payroll type. END OF GUIDECreated by Auto Count Support, Modified on Fri, 28 Mar at 2:43 PM by Auto Count Support
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How to enable e-Claim module?This guide will assist you in enabling the claim module Note: You need to enable to the e-Claim module in order for your employees to utilise the e-Claim features. Click on Payroll > Employee Maintenance under Employee. Identify the staff that you would like to enable the e-Claim module and edit by selecting the pencil icon. Ensure the Has E-Claim checkbox is ticked. Click on Save at the top right corner to save the changes made. END OF GUIDECreated by Auto Count Support, Modified on Fri, 28 Mar at 3:59 PM by Auto Count Support
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How to set formula for a claim type?This guide will assist you in setting up a formula for a claim type. Note: There are numerous ways to set a claim formula, this is just an example that is commonly used Once user is in the company, click on Tools > Claim Type under General Maintenance. Identify the claim type that you would like to set formula for and edit by clicking onto the Pencil icon. System will calculate the final amount based on the value you key into any of the column, in this scenario, mileage claim will be used as an example. Click on the pencil icon to edit the item. Click on Formula. Click on the tabs such as Functions / Claim Type / Conditions and drag and drop the icon into the blank space provided. Example: VALUE * 0.5 Result: [Amount key in by user] * 0.5 = Final claim amount. Once done, click on Save to save the changes made. Click on the diskette icon to save and the Save button at the top right corner to save the changes made in the claim details. END OF GUIDECreated by Auto Count Support, Modified on Fri, 28 Mar at 4:46 PM by Auto Count Support