# Payroll

# Payroll Overview

## Purpose

The **Payroll Overview** dashboard provides a comprehensive summary of employee information, payroll statistics, leave management, and employee claims. It enables Human Resources (HR) and management to monitor workforce status, compensation, leave applications, and reimbursement activities from a centralized dashboard.

---

# Dashboard Components

## 1. Total Active Employee

**Type**

- KPI Card

**Description**

Displays the total number of active employees currently registered in the system.

**Purpose**

Provide an overview of the organization's current workforce.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/image.png)

---

## 2. Pending Leave Application

**Type**

- KPI Card

**Description**

Displays the total number of leave applications that are awaiting approval.

**Purpose**

Help HR managers monitor pending leave requests requiring action.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/HVQimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/HVQimage.png)

---

## 3. Monthly Compensation

**Type**

- Table

**Description**

Displays the monthly payroll summary for employees.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-e"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Employee ID</td><td>Employee identification number</td></tr><tr><td>Employee Name</td><td>Employee name</td></tr><tr><td>Department</td><td>Employee department</td></tr><tr><td>Basic Salary</td><td>Monthly basic salary</td></tr><tr><td>Allowances</td><td>Additional allowances</td></tr><tr><td>Deductions</td><td>Salary deductions</td></tr><tr><td>Net Salary</td><td>Final payable salary</td></tr></tbody></table>

</div></div>**Purpose**

Provide a summary of employee compensation for the selected payroll period.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Vwvimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Vwvimage.png)

---

## 4. Gender Ratio

**Chart Type**

- Pie Chart

**Description**

Displays the percentage distribution of employees by gender.

**Example**

- Male
- Female
- Other (if applicable)

**Purpose**

Provide an overview of workforce demographics.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/H07image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/H07image.png)

---

## 5. Monthly Claim

**Type**

- Table

**Description**

Displays employee reimbursement claims submitted during the selected month.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-c"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Claim No.</td><td>Claim reference number</td></tr><tr><td>Employee</td><td>Employee name</td></tr><tr><td>Category</td><td>Claim category</td></tr><tr><td>Claim Date</td><td>Submission date</td></tr><tr><td>Amount</td><td>Claim amount</td></tr><tr><td>Status</td><td>Approval status</td></tr></tbody></table>

</div></div>**Purpose**

Monitor employee reimbursement requests.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/rlsimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/rlsimage.png)

---

## 6. Claim by Category

**Chart Type**

- Pie Chart

**Description**

Displays the distribution of employee claims by category.

**Example Categories**

- Travel
- Medical
- Meal
- Accommodation
- Transportation
- Others

**Purpose**

Identify which claim categories account for the highest reimbursement expenses.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/lCDimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/lCDimage.png)

---

## 7. Pending Leave Approval

**Type**

- Table

**Description**

Displays leave requests that are awaiting approval.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-n"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>No.</td><td>Record number</td></tr><tr><td>Employee ID</td><td>Employee identification number</td></tr><tr><td>Employee Name</td><td>Employee name</td></tr><tr><td>Leave Type</td><td>Type of leave</td></tr><tr><td>Start Date</td><td>Leave start date</td></tr><tr><td>End Date</td><td>Leave end date</td></tr><tr><td>Applied Date</td><td>Date of application</td></tr></tbody></table>

</div></div>**Purpose**

Allow managers or HR personnel to review and approve leave applications.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/s5Fimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/s5Fimage.png)

---

## 8. On Leave Employees

**Type**

- Table

**Description**

Displays employees who are currently on leave.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-n-1"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>No.</td><td>Record number</td></tr><tr><td>Employee ID</td><td>Employee identification number</td></tr><tr><td>Employee Name</td><td>Employee name</td></tr><tr><td>Leave Type</td><td>Type of leave</td></tr><tr><td>Department</td><td>Employee department</td></tr><tr><td>Leave Period</td><td>Leave duration</td></tr><tr><td>Return Date</td><td>Expected return date</td></tr></tbody></table>

</div></div>**Purpose**

Provide visibility into employees currently absent from work.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/0hOimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/0hOimage.png)

# Employee

## Purpose

The **Employee** module is used to manage employee records within the Payroll system. Users can create new employee profiles, search existing employees, and maintain employee information throughout their employment lifecycle.

---

# Functions

The Employee module allows users to:

- Create a new employee record.
- Search and filter employee records.
- View employee information.
- Update employee details.
- Manage employee employment status.

---

# Navigation

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/DXVimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/DXVimage.png)

---

# Employee List

The Employee List displays all employee records registered in the system.

### Available Information

<div class="TyagGW_tableContainer" id="bkmrk-field-description-co"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Code</td><td>Unique employee identification code.</td></tr><tr><td>Name</td><td>Employee's full name.</td></tr><tr><td>Status</td><td>Employment status (e.g., Active, Resigned, Terminated).</td></tr><tr><td>Phone</td><td>Office telephone number.</td></tr><tr><td>Mobile</td><td>Employee's mobile phone number.</td></tr><tr><td>Email</td><td>Employee's email address.</td></tr><tr><td>Active</td><td>Indicates whether the employee account is active.</td></tr><tr><td>Position</td><td>Employee's job title or position.</td></tr><tr><td>Department</td><td>Department assigned to the employee.</td></tr><tr><td>Join Date</td><td>Employee's joining date.</td></tr><tr><td>Confirm Date</td><td>Date the employee's employment was confirmed.</td></tr><tr><td>Last Working</td><td>Employee's last working date (if applicable).</td></tr><tr><td>Branch</td><td>Branch or office assigned to the employee.</td></tr><tr><td>Created</td><td>Date and time the employee record was created.</td></tr></tbody></table>

</div></div>---

# Create Employee

## Purpose

Create a new employee profile for payroll and HR management.

### Procedure

1. Navigate to **Payroll → Employee**.
2. Click **Create**.
3. Enter the employee's personal information.
4. Assign the employee's department, position, and branch.
5. Enter employment details such as Join Date and Confirm Date.
6. Save the employee record.[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/xCXimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/xCXimage.png)

---

# Search Employee

Users can search employees using available search criteria, including:

- Employee Code
- Employee Name
- Department
- Position
- Branch
- Employment Status
- Active Status

Searching helps users quickly locate employee records.

---

# Employee Status

Common employee statuses include:

<div class="TyagGW_tableContainer" id="bkmrk-status-description-a"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" style="width:45.2381%;height:148px;"><thead><tr style="height:29.6px;"><th class="last:pe-10" style="width:22.5691%;height:29.6px;">Status</th><th class="last:pe-10" style="width:77.1347%;height:29.6px;">Description</th></tr></thead><tbody><tr style="height:29.6px;"><td style="width:22.5691%;height:29.6px;">Active</td><td style="width:77.1347%;height:29.6px;">Employee is currently employed.</td></tr><tr style="height:29.6px;"><td style="width:22.5691%;height:29.6px;">Inactive</td><td style="width:77.1347%;height:29.6px;">Employee account is disabled or inactive.</td></tr><tr style="height:29.6px;"><td style="width:22.5691%;height:29.6px;">Resigned</td><td style="width:77.1347%;height:29.6px;">Employee has resigned from the company.</td></tr><tr style="height:29.6px;"><td style="width:22.5691%;height:29.6px;">Terminated</td><td style="width:77.1347%;height:29.6px;">Employee employment has been terminated.</td></tr></tbody></table>

</div></div>> *The available status options may vary depending on the company's ERP configuration.*

# Calender

## Purpose

The **Calendar** module provides a yearly calendar view for managing employee leave applications and public holidays. Users can view holidays, navigate between different years, submit new leave applications, and review all leave records.

---

# Navigation

```
Payroll
   └── Calendar
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--1"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--2"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div><div>[![Screenshot 2026-07-03 113410.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/screenshot-2026-07-03-113410.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/screenshot-2026-07-03-113410.png)</div></div></div></div></div></div>---

# Calendar Overview

The Calendar displays the complete calendar for the selected year, allowing users to view leave schedules and public holidays.

Users can:

- View the annual calendar.
- Navigate to previous or next year.
- View public holidays.
- Create a new leave application.
- Switch to List View to view all leave applications.

---

# Features

## 1. Year Navigation

Users can browse different calendar years using the navigation buttons.

### Functions

- Previous Year
- Next Year
- Display current selected year

**Purpose**

Allows users to review leave records and holidays across different years.

---

## 2. Holiday

Displays all public holidays configured in the system.

**Purpose**

Enable employees to view official holidays when planning leave applications.

---

## 3. Apply Leave

Creates a new leave application.

### Procedure

1. Click **Apply**.
2. Select the employee.
3. Select the leave type.
4. Enter the number of leave days.
5. Select the leave date(s).
6. Choose the leave length.
7. Select the application status.
8. Enter the reason for leave.
9. Upload supporting documents if required.
10. Click **Save** or **Submit**.

---

# Leave Application Fields

<div class="TyagGW_tableContainer" id="bkmrk-field-description-em"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Employee</td><td>Employee applying for leave.</td></tr><tr><td>Leave Type</td><td>Type of leave (Annual Leave, Medical Leave, Emergency Leave, etc.).</td></tr><tr><td>Days</td><td>Total number of leave days requested.</td></tr><tr><td>Dates to Apply for Leave</td><td>Leave start and end dates.</td></tr><tr><td>Leave Length</td><td>Leave duration (Full Day, AM, or PM).</td></tr><tr><td>Status</td><td>Current leave status (Draft, Pending, Approved, Rejected).</td></tr><tr><td>Reason</td><td>Reason for applying for leave.</td></tr><tr><td>Supporting Document (URL/File)</td><td>Optional supporting document, such as a medical certificate or approval letter.</td></tr></tbody></table>

</div></div>---

# Leave Length

<div class="TyagGW_tableContainer" id="bkmrk-option-description-f"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Option</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Full Day</td><td>Employee is on leave for the entire working day.</td></tr><tr><td>AM</td><td>Employee takes leave during the morning session only.</td></tr><tr><td>PM</td><td>Employee takes leave during the afternoon session only.</td></tr></tbody></table>

</div></div>---

# Leave Status

<div class="TyagGW_tableContainer" id="bkmrk-status-description-d"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Status</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Draft</td><td>Leave application has been created but not yet submitted.</td></tr><tr><td>Pending</td><td>Waiting for manager or HR approval.</td></tr><tr><td>Approved</td><td>Leave request has been approved.</td></tr><tr><td>Rejected</td><td>Leave request has been rejected.</td></tr></tbody></table>

</div></div>---

# List View

The **List View** displays all leave applications in a tabular format for easier searching and management.

Typical information includes:

<div class="TyagGW_tableContainer" id="bkmrk-column-description-l"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Leave No.</td><td>Leave application reference number.</td></tr><tr><td>Employee</td><td>Employee name.</td></tr><tr><td>Leave Type</td><td>Type of leave requested.</td></tr><tr><td>Leave Date</td><td>Approved leave period.</td></tr><tr><td>Days</td><td>Number of leave days.</td></tr><tr><td>Status</td><td>Current application status.</td></tr><tr><td>Applied Date</td><td>Date the application was submitted.</td></tr></tbody></table>

</div></div>**Purpose**

- Search leave applications.
- Filter leave records.
- Review leave history.
- Track application status.

---

# Summary

<div class="TyagGW_tableContainer" id="bkmrk-function-description"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Function</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Year Navigation</td><td>Browse previous or next calendar years.</td></tr><tr><td>Holiday</td><td>View company and public holidays.</td></tr><tr><td>Apply Leave</td><td>Create a new leave application.</td></tr><tr><td>Leave Management</td><td>Record leave details, reasons, and supporting documents.</td></tr><tr><td>List View</td><td>View and manage all leave applications in a table format.</td></tr></tbody></table>

</div></div>---

# Workflow

```
Employee
      │
      ▼
Open Calendar
      │
      ▼
Click "Apply"
      │
      ▼
Complete Leave Application
      │
      ▼
Submit Application
      │
      ▼
Pending Approval
      │
      ▼
Approved / Rejected
      │
      ▼
Leave Recorded in Calendar
```

# Bulletin

## Purpose

The Payroll Bulletin module is used to manage and distribute internal announcements related to payroll, HR updates, and company-wide notifications. It ensures that important information is delivered consistently to employees through a centralized bulletin system.

---

## Dashboard Components

### 1. Bulletin List

**Type**  
Table

**Description**  
Displays all created bulletin records in the system.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-t"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Type</td><td>Bulletin category (e.g. HR Notice, Payroll Update)</td></tr><tr><td>Subject Name</td><td>Title of the bulletin</td></tr><tr><td>Status</td><td>Current status (Draft / Published / Archived)</td></tr><tr><td>Created</td><td>Creation date and time</td></tr></tbody></table>

</div></div>**Purpose**  
Provide an overview of all bulletins and their current status.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/x8mimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/x8mimage.png)

---

### 2. Bulletin Status Indicator

**Type**  
Status Badge

**Description**  
Displays the current state of each bulletin.

**Status Options**

- Draft
- Published
- Archived

**Purpose**  
Help users quickly identify the publication stage of each bulletin.

---

### 3. Create New Bulletin

**Type**  
Form

**Description**  
Allows HR or authorized users to create a new bulletin announcement.

**Required Fields**

<div class="TyagGW_tableContainer" id="bkmrk-field-description-ty"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Type</td><td>Bulletin category (HR Notice / Payroll Update / General Announcement)</td></tr><tr><td>Subject Name</td><td>Title of the bulletin</td></tr><tr><td>Audience Type</td><td>Target audience (All Employees / Department / Role / Individual)</td></tr><tr><td>Content</td><td>Full bulletin message (supports rich text formatting)</td></tr></tbody></table>

</div></div>**Purpose**  
Enable creation and distribution of official announcements.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Oq1image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Oq1image.png)

---

## Bulletin Workflow

Bulletin Creation → Draft → Review → Published → Archived

```
Create Bulletin
      │
      ▼
Save as Draft
      │
      ▼
Review / Edit
      │
      ▼
Publish Bulletin
      │
      ▼
Visible to Employees
      │
      ▼
Archive (Optional)
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--6"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--7"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div><div>  
</div></div></div></div></div></div>---

## Business Rules

- Only HR/Admin users can create or publish bulletins
- Published bulletins are visible to all assigned audience groups
- Draft bulletins are not visible to employees
- Archived bulletins are read-only
- Bulletin visibility is controlled by Audience Type

---

## User Impact

- Employees receive timely payroll and HR updates
- HR can broadcast company-wide or targeted announcements
- Reduces dependency on external communication tools (email/WhatsApp)
- Ensures centralized information management

# Payroll Transaction

## Purpose

The Payroll Transaction module manages all employee-related financial and approval activities within the payroll system. It includes claim processing, leave approvals, payroll entries, and payroll execution. This module ensures proper validation, approval workflows, and accurate payroll calculation.

---

## Module Components

---

# 1. Claim Approval

## Purpose

The Claim Approval module is used to manage and process employee reimbursement claims. It allows HR or authorized personnel to review, approve, or reject claims submitted by employees, ensuring proper validation and control of company expenses.

---

## Dashboard Components

### 1. Claim Approval 

**Type**  
Table

**Description**  
Displays all employee reimbursement claims submitted for approval.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-c"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Claim No</td><td>Unique claim reference number</td></tr><tr><td>Date</td><td>Claim submission date</td></tr><tr><td>Code</td><td>Internal system code</td></tr><tr><td>Employee Name</td><td>Name of the employee</td></tr><tr><td>Ref No</td><td>External or document reference number</td></tr><tr><td>Claim Code</td><td>Specific claim identifier</td></tr><tr><td>Claim Category</td><td>Category of expense (e.g. Travel, Medical)</td></tr><tr><td>Amount</td><td>Claimed amount</td></tr><tr><td>Status</td><td>Current approval status (Pending / Approved / Rejected)</td></tr><tr><td>Branch</td><td>Employee’s branch/location</td></tr><tr><td>Created</td><td>Record creation timestamp</td></tr></tbody></table>

</div></div>**Purpose**  
Provide a centralized view of all claim submissions for review and processing.

---

### 2. Claim Status Indicator

**Type**  
Status Badge

**Description**  
Shows the current approval status of each claim.

**Status Options**

- Pending
- Approved
- Rejected

**Purpose**  
Allow HR to quickly identify claims requiring action.

---

## Create New Claim

**Type**  
Form

**Description**  
Allows employees or HR users (depending on permission) to submit a new reimbursement claim.

**Required Fields**

<div class="TyagGW_tableContainer" id="bkmrk-field-description-cl"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Claim No</td><td>Unique claim number generated or manually assigned</td></tr><tr><td>Employee</td><td>Employee submitting the claim</td></tr><tr><td>Date</td><td>Claim date</td></tr><tr><td>Ref No</td><td>Supporting reference number (receipt/invoice)</td></tr><tr><td>Claim Category</td><td>Type of claim (Travel / Medical / Meal / Transport / Others)</td></tr><tr><td>Amount</td><td>Claimed reimbursement amount</td></tr><tr><td>Purpose</td><td>Description of the claim reason</td></tr><tr><td>Attachment</td><td>Supporting documents (receipt/invoice image or file)</td></tr></tbody></table>

</div></div>**Purpose**  
Enable structured submission of reimbursement claims with supporting evidence.

---

## Claim Approval Workflow

```
Create Claim
     │
     ▼
Submit for Approval
     │
     ▼
Pending Review
     │
     ├── Approved
     │        │
     │        ▼
     │   Process Payment
     │
     └── Rejected
              │
              ▼
        Return to Employee (Optional)
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--6"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--7"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div><div>  
</div></div></div></div></div></div>---

## Business Rules

- Claim No must be unique for each record
- Only authorized HR/Finance users can approve or reject claims
- Claims in **Approved** status cannot be edited
- Attachments are mandatory for verification purposes (based on policy)
- Status changes must be logged for audit purposes
- Branch field determines organizational location of the claim

---

## User Impact

- Employees can submit reimbursement claims easily with supporting documents
- HR/Finance can efficiently review and validate expenses
- Ensures transparency and control over company reimbursements
- Reduces manual claim tracking via spreadsheets or emails

---

# 2. Leave Approval

## Purpose

The Leave Approval module is used to review and manage employee leave applications. It enables authorized personnel to approve or reject leave requests while ensuring compliance with the organization's leave policies. The module also includes an **Authorization Setup** feature to define users who are permitted to approve leave applications.

---

## Dashboard Components

### 1. Leave Approval List

**Type**  
Table

**Description**  
Displays all submitted leave applications and their current approval status.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-d"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Doc No</td><td>Unique leave application document number</td></tr><tr><td>Reason</td><td>Reason for the leave request</td></tr><tr><td>Ref No</td><td>Reference number (if applicable)</td></tr><tr><td>Status</td><td>Current approval status (Pending / Approved / Rejected)</td></tr><tr><td>Requester</td><td>Employee who submitted the leave application</td></tr><tr><td>Approved By</td><td>Approver assigned to the request</td></tr><tr><td>Branch</td><td>Employee's branch or office location</td></tr><tr><td>Created</td><td>Date and time the application was created</td></tr></tbody></table>

</div></div>**Purpose**  
Provide HR and managers with a centralized view of all leave applications awaiting review or already processed.

---

### 2. Leave Approval Actions

**Type**  
Action Buttons

**Description**  
Allows authorized users to review and process leave applications.

**Available Actions**

- **Approve** – Approves the leave application.
- **Reject** – Rejects the leave application.

**Purpose**  
Ensure leave requests are processed efficiently by authorized personnel.

---

### 3. Authorization Setup

**Type**  
Configuration

**Description**  
Allows administrators to configure the users who are authorized to approve leave applications.

**Configuration Options**

<div class="TyagGW_tableContainer" id="bkmrk-field-description-co"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Company</td><td>Select the company for the authorization setup</td></tr><tr><td>Authorized User</td><td>User assigned approval authority</td></tr><tr><td>Add New Line</td><td>Add additional authorized users for the selected company</td></tr></tbody></table>

</div></div>**Purpose**  
Define and maintain the list of users responsible for approving leave applications.

---

## Leave Approval Workflow

```
Employee Submits Leave Application
                │
                ▼
          Pending Approval
                │
        ┌───────┴────────┐
        ▼                ▼
    Approve           Reject
        │                │
        ▼                ▼
Approved Leave     Application Closed
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--16"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"></div></div></div></div></div><div><div>---

</div></div></div></div></div></div>## Leave Approval Workflow

<div class="relative w-full mt-4 mb-1" id="bkmrk--17"><div><div class="contents"><div class="relative"><div><div>  
</div></div></div></div></div></div>## Business Rules

- Only authorized users can approve or reject leave applications.
- Each leave application is assigned a unique **Doc No**.
- Authorization Setup is maintained at the company level.
- Multiple authorized users can be assigned to the same company.
- Approved or rejected applications are recorded for audit purposes.
- Employees cannot approve their own leave applications unless explicitly permitted by company policy.

---

## User Impact

- Streamlines the leave approval process.
- Ensures only authorized personnel can process leave requests.
- Improves transparency by recording approver information.
- Supports multi-user approval configuration for different companies.

---

# 3. Payroll Entry

## Purpose

The Payroll Entry module is used to create and manage payroll records for a specific payroll period. It allows HR or payroll administrators to generate payroll entries by defining the payroll year, month, and description before payroll processing begins.

---

## Dashboard Components

### 1. Payroll Entry List

**Type**  
Table

**Description**  
Displays all payroll entries that have been created in the system.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-c-1"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Code</td><td>Unique payroll entry code</td></tr><tr><td>Year</td><td>Payroll year</td></tr><tr><td>Month</td><td>Payroll month</td></tr><tr><td>Description</td><td>Description of the payroll entry</td></tr><tr><td>Branch</td><td>Branch associated with the payroll entry</td></tr><tr><td>Created</td><td>Date and time the payroll entry was created</td></tr></tbody></table>

</div></div>**Purpose**  
Provide an overview of payroll entries for different payroll periods and branches.

---

### 2. Create Payroll Entry

**Type**  
Form

**Description**  
Allows payroll administrators to create a new payroll entry for a selected payroll period.

**Required Fields**

<div class="TyagGW_tableContainer" id="bkmrk-field-description-ye"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Year</td><td>Select the payroll year</td></tr><tr><td>Month</td><td>Select the payroll month</td></tr><tr><td>Description</td><td>Enter a description or remarks for the payroll entry</td></tr></tbody></table>

</div></div>**Purpose**  
Create a payroll entry that serves as the basis for payroll processing during the selected period.

---

## Payroll Entry Workflow

```
Select Payroll Year
        │
        ▼
Select Payroll Month
        │
        ▼
Enter Description
        │
        ▼
Create Payroll Entry
        │
        ▼
Payroll Entry Available for Payroll Process
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--24"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--25"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div><div>  
</div></div></div></div></div></div>---

## Business Rules

- Each payroll entry is associated with a specific **Year** and **Month**.
- A unique **Code** is automatically assigned to each payroll entry.
- Payroll entries can be created only by authorized payroll users.
- The **Branch** is assigned based on the user's organization or selected company branch.
- Payroll entries are used as the source record for the Payroll Process module.

---

## User Impact

- Organizes payroll records by payroll period.
- Simplifies payroll preparation before salary calculation.
- Provides a structured record for payroll management and reporting.
- Ensures payroll processing is performed on the correct payroll period.

---

# 4. Payroll Process

## Purpose

The Payroll Process module is used to execute payroll calculations for a selected payroll period. It processes employee earnings, deductions, and other payroll components to generate payroll results before they are released and posted.

---

## Dashboard Components

### 1. Payroll Process List

**Type**  
Table

**Description**  
Displays all payroll process records that have been created and executed.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-d-1"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Date</td><td>Payroll process date</td></tr><tr><td>Description</td><td>Description of the payroll process</td></tr><tr><td>Process From</td><td>Start date of the payroll period</td></tr><tr><td>Process To</td><td>End date of the payroll period</td></tr><tr><td>Release</td><td>Payroll release status</td></tr><tr><td>Type</td><td>Payroll processing type</td></tr><tr><td>Entry</td><td>Related payroll entry</td></tr><tr><td>Posting</td><td>Payroll posting status</td></tr><tr><td>Branch</td><td>Branch associated with the payroll process</td></tr><tr><td>Created</td><td>Date and time the payroll process was created</td></tr></tbody></table>

</div></div>**Purpose**  
Provide an overview of payroll processing activities and their current status.

---

### 2. Create Payroll Process

**Type**  
Form

**Description**  
Allows payroll administrators to create a new payroll process for a selected payroll period.

**Required Fields**

<div class="TyagGW_tableContainer" id="bkmrk-field-description-da"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Date</td><td>Payroll processing date</td></tr><tr><td>Description</td><td>Description of the payroll process</td></tr><tr><td>Process Period</td><td>Select the payroll period to be processed</td></tr></tbody></table>

</div></div>**Purpose**  
Create a payroll process that calculates employee salaries for the selected payroll period.

---

### 3. Payroll Processing Type

**Type**  
Configuration

**Description**  
Defines how payroll should be processed.

**Available Options**

- **Month End** – Processes the complete monthly payroll for all eligible employees.
- **Ad Hoc** – Processes only selected payroll components without running a full monthly payroll.

**Purpose**  
Provide flexibility for both regular monthly payroll and special payroll adjustments.

---

### 4. Ad Hoc Processing Options

When **Payroll Processing Type** is set to **Ad Hoc**, users can select one or more payroll components to process.

<div class="TyagGW_tableContainer" id="bkmrk-process-option-descr"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Process Option</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Process Wages</td><td>Calculate employee wages</td></tr><tr><td>Process Allowances</td><td>Process employee allowances</td></tr><tr><td>Process Commissions</td><td>Calculate commission payments</td></tr><tr><td>Process Claims</td><td>Include approved reimbursement claims</td></tr><tr><td>Process Bonus</td><td>Process bonus payments</td></tr><tr><td>Process Deductions</td><td>Apply payroll deductions</td></tr><tr><td>Process Advances</td><td>Deduct employee salary advances</td></tr><tr><td>Process Director Fees</td><td>Process director remuneration</td></tr><tr><td>Process Overtime</td><td>Calculate overtime payments</td></tr><tr><td>Process Unpaid Leave Deductions</td><td>Deduct salary for unpaid leave</td></tr></tbody></table>

</div></div>**Purpose**  
Allow payroll administrators to process only specific payroll components when adjustments or special payments are required.

---

## Payroll Process Workflow

```
Create Payroll Process
          │
          ▼
Select Process Period
          │
          ▼
Choose Processing Type
          │
     ┌────┴─────┐
     ▼          ▼
Month End    Ad Hoc
     │          │
     │     Select Payroll Components
     │          │
     └────┬─────┘
          ▼
Run Payroll Calculation
          │
          ▼
Review Payroll Results
          │
          ▼
Release Payroll
          │
          ▼
Post Payroll
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--35"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--36"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div><div>  
</div></div></div></div></div></div>---

## Business Rules

- Each payroll process is linked to a specific payroll period.
- Only authorized payroll users can create and execute payroll processes.
- **Month End** processes all payroll components automatically.
- **Ad Hoc** processing allows only the selected payroll components to be calculated.
- Payroll should be reviewed before it is released.
- Released payroll can be posted to finalize payroll records.
- Payroll processing activities are recorded for audit purposes.

---

## User Impact

- Automates payroll calculation for employees.
- Supports both full monthly payroll and special payroll adjustments.
- Improves payroll accuracy by processing only approved payroll data.
- Provides clear tracking of payroll processing, release, and posting status.

---

# 5. Forms/ Data

## Purpose

The Forms / Data module is used to generate statutory payroll forms and data files required for submission to government agencies. Users can select a form type and generate the corresponding report or export file based on payroll records.

---

## Dashboard Components

### 1. Forms / Data List

**Type**  
Table

**Description**  
Displays the history of generated payroll forms and data files.

**Example Columns**

<div class="TyagGW_tableContainer" id="bkmrk-column-description-f"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Column</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Form Type</td><td>Type of generated form or data file</td></tr><tr><td>Generated By</td><td>User who generated the file</td></tr><tr><td>Generated Date</td><td>Date and time the file was generated</td></tr><tr><td>Status</td><td>Generation status</td></tr><tr><td>File Format</td><td>Output format (PDF / CSV / TXT)</td></tr></tbody></table>

</div></div>**Purpose**  
Provide users with an overview of generated statutory forms and exported payroll data.

---

### 2. Generate Form / Data

**Type**  
Form

**Description**  
Allows users to generate payroll forms or statutory data files by selecting a form type.

**Required Field**

<div class="TyagGW_tableContainer" id="bkmrk-field-description-fo"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Field</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Form Type</td><td>Select the type of payroll form or data file to generate</td></tr></tbody></table>

</div></div>**Available Form Types**

<div class="TyagGW_tableContainer" id="bkmrk-form-type-output-inc"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Form Type</th><th class="last:pe-10">Output</th></tr></thead><tbody><tr><td>Income Tax – CP8A EA Form</td><td>PDF File</td></tr><tr><td>LHDN – E-Data PCB</td><td>TXT File</td></tr><tr><td>KWSP – E-Caruman</td><td>CSV File</td></tr><tr><td>PERKESO – SOCSO</td><td>TXT File</td></tr><tr><td>PERKESO – EIS</td><td>TXT File</td></tr></tbody></table>

</div></div>**Purpose**  
Generate payroll documents and electronic submission files required by statutory authorities.

---

## Forms / Data Workflow

```
Select Form Type
        │
        ▼
Generate Form / Data
        │
        ▼
System Validates Payroll Data
        │
        ▼
Generate Output File
        │
        ▼
Download or Submit File
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--44"><div><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--45"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div><div>  
</div></div></div></div></div></div>---

## Business Rules

- Only authorized payroll users can generate statutory forms and data files.
- Generated files are based on the latest finalized payroll records.
- Different form types produce different output formats (PDF, CSV, or TXT).
- Payroll processing should be completed before generating statutory forms.
- Generated files can be downloaded for submission to the relevant government agencies.

---

## User Impact

- Simplifies statutory reporting and compliance.
- Reduces manual preparation of government forms.
- Generates standardized files accepted by tax and social security authorities.
- Improves payroll reporting efficiency and accuracy.

---

## Summary

<div class="TyagGW_tableContainer" id="bkmrk-section-description-"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Section</th><th class="last:pe-10">Description</th></tr></thead><tbody><tr><td>Table</td><td>Generated Forms / Data History</td></tr><tr><td>Form</td><td>Generate Form / Data</td></tr><tr><td>Output</td><td>PDF / CSV / TXT Files</td></tr><tr><td>Workflow</td><td>Select Form Type → Generate → Download</td></tr></tbody></table>

</div></div><div class="TyagGW_tableContainer" id="bkmrk--49"></div>

# Government Scheme



# Payroll Module Documentation

# Chapter 1: Getting start with Payroll module

## 1.1 Payroll Quick Start

## Overview

The Quick Start Guide provides the minimum setup required before using the Payroll Module.

## Prerequisites

Before starting, ensure:

- Core Module has been installed.
- User has Payroll access permission.
- Company profile has been configured.

## Navigation

```
Payroll
```

<div class="relative w-full mt-4 mb-1" id="bkmrk-"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--1"><div class="cm-scroller"></div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div>## Setup Workflow

```
Setup HR Profile
        │
        ▼
Setup Payroll Components
        │
        ▼
Configure Statutory Data
        │
        ▼
Register Employee
        │
        ▼
Setup Account Posting
        │
        ▼
Assign Leave & Claim Approver
        │
        ▼
Ready to Process Payroll
```

## Quick Start Checklist

<div class="TyagGW_tableContainer" id="bkmrk-step-description-1-s"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="1549" data-start="1282"><thead data-end="1313" data-start="1282"><tr data-end="1313" data-start="1282"><th class="last:pe-10" data-col-size="sm" data-end="1289" data-start="1282">Step</th><th class="last:pe-10" data-col-size="sm" data-end="1303" data-start="1289">Description</th></tr></thead><tbody data-end="1549" data-start="1346"><tr data-end="1374" data-start="1346"><td data-col-size="sm" data-end="1350" data-start="1346">1</td><td data-col-size="sm" data-end="1369" data-start="1350">Setup HR Profile</td></tr><tr data-end="1411" data-start="1375"><td data-col-size="sm" data-end="1379" data-start="1375">2</td><td data-col-size="sm" data-end="1406" data-start="1379">Setup Payroll Components</td></tr><tr data-end="1444" data-start="1412"><td data-col-size="sm" data-end="1416" data-start="1412">3</td><td data-col-size="sm" data-end="1439" data-start="1416">Setup Statutory Data</td></tr><tr data-end="1474" data-start="1445"><td data-col-size="sm" data-end="1449" data-start="1445">4</td><td data-col-size="sm" data-end="1469" data-start="1449">Register Employee</td></tr><tr data-end="1508" data-start="1475"><td data-col-size="sm" data-end="1479" data-start="1475">5</td><td data-col-size="sm" data-end="1503" data-start="1479">Setup Account Posting</td></tr><tr data-end="1549" data-start="1509"><td data-col-size="sm" data-end="1513" data-start="1509">6</td><td data-col-size="sm" data-end="1544" data-start="1513">Setup Leave &amp; Claim Approver</td></tr></tbody></table>

</div></div>## Expected Result

After completing all setup steps, the Payroll Module is ready for payroll processing.

<div class="TyagGW_tableContainer" id="bkmrk-task-result-configur"></div><div class="relative w-full mt-4 mb-1" id="bkmrk--2"><div class=""><div class="contents"><div class="relative"><div class=""></div></div></div></div></div>---

## 1.2 Setup Compensation Data

### Purpose

Configure government-required payroll deductions.

Example: Compensation Management

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/NGoimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/NGoimage.png)

This is default record.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/8sjimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/8sjimage.png)

---

### Workflow

```
Payroll Module
    ↓
Payroll Component
    ↓
Compensation
    ↓
+ Create
    ↓
Save
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--8"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--9"><div class="cm-scroller">  
</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div>---

## 1.3 Setup Payroll Components

### Purpose

Payroll Components define how employee salaries are calculated.

##### 1. Position

Purpose

The Position module manages the list of employee job positions within the organization.

Functions

- Create new job positions
- Edit existing positions
- Assign positions to employees
- Organize payroll by job role

Examples

- Manager
- Supervisor
- Executive
- Technician
- Clerk

---

##### 2. Department

Purpose

The Department module manages the organizational departments used throughout the payroll system.

Functions

- Create departments
- Update department information
- Assign employees to departments
- Generate department-based payroll reports

Examples

- Human Resources
- Finance
- Sales
- Marketing
- Production
- IT

---

##### 3. Compensation

Purpose

The Compensation module defines employee salary structures and recurring earnings.

Functions

- Configure basic salary
- Set salary frequency
- Manage fixed compensation
- Support payroll calculation

Examples

- Basic Salary
- Fixed Monthly Salary
- Daily Wage
- Hourly Rate

---

##### 4. Allowance

Purpose

The Allowance module manages additional payments provided to employees beyond their basic salary.

Functions

- Create allowance types
- Configure allowance amount
- Assign allowances to employees
- Include allowances in payroll processing

Common Allowances

- Transport Allowance
- Meal Allowance
- Housing Allowance
- Phone Allowance
- Travel Allowance

---

##### 5. Deduction

Purpose

The Deduction module manages salary deductions applied during payroll calculation.

Functions

- Create deduction types
- Configure deduction rules
- Apply recurring deductions
- Include statutory deductions

Common Deductions

- Income Tax (PCB)
- EPF (KWSP)
- SOCSO (PERKESO)
- EIS
- Loan Repayment
- Salary Advance

---

##### 6. Overtime

Purpose

The Overtime module manages overtime payment settings for employees.

Functions

- Configure overtime rates
- Define overtime categories
- Calculate overtime earnings
- Include overtime in payroll

Examples

- Normal Working Day
- Rest Day
- Public Holiday
- Weekend Overtime

---

##### 7. Commission

Purpose

The Commission module manages commission-based earnings for eligible employees.

Functions

- Configure commission schemes
- Assign commission to employees
- Calculate commission payments
- Include commissions in payroll

Examples

- Sales Commission
- Performance Commission
- Incentive Bonus

---

##### 8. Claim

Purpose

The Claim module manages employee reimbursement categories used in the Claim Approval process.

Functions

- Create claim categories
- Configure claim limits
- Define reimbursement rules
- Support employee claim submissions

Examples

- Travel
- Medical
- Accommodation
- Meal
- Transportation
- Miscellaneous

---

##### 9. Leave Setup

Purpose

The Leave Setup module configures company leave policies and entitlement rules.

Functions

- Configure leave entitlement
- Define leave eligibility
- Set leave accrual rules
- Configure carry-forward policies

Examples

- Annual Leave Entitlement
- Sick Leave Entitlement
- Carry Forward Limit
- Leave Expiry Rules

---

##### 10. Leave Type

Purpose

The Leave Type module defines the different categories of leave available to employees.

Functions

- Create leave types
- Configure leave settings
- Assign leave eligibility
- Link leave types to Leave Approval

Common Leave Types

- Annual Leave
- Sick Leave
- Emergency Leave
- Maternity Leave
- Paternity Leave
- Unpaid Leave
- Compassionate Leave

---

##### 11. Account Posting

Purpose

The Account Posting module maps payroll components to the company's accounting ledger. It ensures payroll transactions are posted to the correct General Ledger (GL) accounts during payroll processing.

Functions

- Configure GL account mapping
- Assign debit and credit accounts
- Link payroll components with accounting codes
- Support automatic accounting postings

Common Posting Accounts

<div class="TyagGW_tableContainer" id="bkmrk-payroll-component-ex"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)"><thead><tr><th class="last:pe-10">Payroll Component

</th><th class="last:pe-10">Example GL Account

</th></tr></thead><tbody><tr><td>Basic Salary

</td><td>Salary Expense

</td></tr><tr><td>Allowance

</td><td>Allowance Expense

</td></tr><tr><td>Overtime

</td><td>Overtime Expense

</td></tr><tr><td>Commission

</td><td>Commission Expense

</td></tr><tr><td>EPF

</td><td>EPF Payable

</td></tr><tr><td>SOCSO

</td><td>SOCSO Payable

</td></tr><tr><td>PCB

</td><td>Tax Payable

</td></tr><tr><td>Bonus

</td><td>Bonus Expense

</td></tr></tbody></table>

</div></div>---

<div class="TyagGW_tableContainer" id="bkmrk--22"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1">  
</div></div>---

## 1.4 Setup HR Profile (Core Module)

### Purpose

Before payroll can be used, every employee must have an HR Profile.

<table class="w-fit min-w-(--thread-content-width)" data-end="944" data-start="414" id="bkmrk-field-required-emp-c" style="width: 35%; height: 296px;"><thead data-end="437" data-start="414"><tr data-end="437" data-start="414" style="height: 29.6px;"><th class="last:pe-10" data-col-size="sm" data-end="422" data-start="414" style="width: 56.9336%; height: 29.6px;">Field</th><th style="width: 43.3393%; height: 29.6px;">Required</th></tr></thead><tbody data-end="944" data-start="464"><tr data-end="550" data-start="464" style="height: 29.6px;"><td data-col-size="sm" data-end="494" data-start="464" style="width: 56.9336%; height: 29.6px;">**Emp Code Index / Prefix**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="593" data-start="551" style="height: 29.6px;"><td data-col-size="sm" data-end="566" data-start="551" style="width: 56.9336%; height: 29.6px;">**HR Email**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="652" data-start="594" style="height: 29.6px;"><td data-col-size="sm" data-end="617" data-start="594" style="width: 56.9336%; height: 29.6px;">**Employer No. (E)**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="706" data-start="653" style="height: 29.6px;"><td data-col-size="sm" data-end="671" data-start="653" style="width: 56.9336%; height: 29.6px;">**LHDN Branch**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="763" data-start="707" style="height: 29.6px;"><td data-col-size="sm" data-end="722" data-start="707" style="width: 56.9336%; height: 29.6px;">**KWSP No.**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="834" data-start="764" style="height: 29.6px;"><td data-col-size="sm" data-end="780" data-start="764" style="width: 56.9336%; height: 29.6px;">**SOCSO No.**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="866" data-start="835" style="height: 29.6px;"><td data-col-size="sm" data-end="854" data-start="835" style="width: 56.9336%; height: 29.6px;">**Officer Name**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="902" data-start="867" style="height: 29.6px;"><td data-col-size="sm" data-end="890" data-start="867" style="width: 56.9336%; height: 29.6px;">**Officer Position**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">**Yes**</td></tr><tr data-end="944" data-start="903" style="height: 29.6px;"><td data-col-size="sm" data-end="930" data-start="903" style="width: 56.9336%; height: 29.6px;">**Officer Phone Number**</td><td class="align-center" style="width: 43.3393%; height: 29.6px;">****Yes****</td></tr></tbody></table>

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/3Quimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/3Quimage.png)

---

### Workflow

```
Core
   ↓
Branch / Company
   ↓
Edit record company
   ↓
Payroll
   ↓
Fill in HR information
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--26"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--27"><div class="cm-scroller">  
</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div>---

## 1.5 Register Employee

### Purpose

Register employees into the payroll system.

### Required Information

<table class="w-fit min-w-(--thread-content-width)" data-end="2747" data-start="2604" id="bkmrk-field-required-emplo-1" style="width: 29.0476%; height: 300px;"><thead data-end="2624" data-start="2604"><tr data-end="2624" data-start="2604" style="height: 46.4px;"><th class="last:pe-10" data-col-size="sm" data-end="2612" data-start="2604" style="width: 67.9266%; height: 46.4px;">Field</th><th class="last:pe-10" data-col-size="sm" data-end="2624" data-start="2612" style="width: 32.4295%; height: 46.4px;">Required</th></tr></thead><tbody data-end="2747" data-start="2649"><tr data-end="2687" data-start="2673" style="height: 29.6px;"><td data-col-size="sm" data-end="2680" data-start="2673" style="width: 67.9266%; height: 29.6px;">Employee Name</td><td data-col-size="sm" data-end="2687" data-start="2680" style="width: 32.4295%; height: 29.6px;">Yes</td></tr><tr><td style="width: 67.9266%;">Birthday</td><td style="width: 32.4295%;">Yes</td></tr><tr><td style="width: 67.9266%;">Retirement date</td><td style="width: 32.4295%;">Yes</td></tr></tbody></table>


<div class="TyagGW_tableContainer" id="bkmrk--30"></div>[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/mxIimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/mxIimage.png)

Users can configure the employee's payroll information

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/bfMimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/bfMimage.png)

### Workflow

```
Payroll
   ↓
Employee
   ↓
Create
```

##### Expected Result

The payroll component is available for employee salary configuration.

<div class="relative w-full mt-4 mb-1" id="bkmrk--33"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--34"><div class="cm-scroller">  
</div></div></div></div></div></div></div></div></div></div></div></div></div>---

## 1.6 Setup Account Posting

### Purpose

The Account Posting module maps payroll components to the company's accounting ledger. It ensures payroll transactions are posted to the correct General Ledger (GL) accounts during payroll processing.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/0w8image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/0w8image.png)

---

### Posting Workflow

```
Payroll
      ↓
Payroll Component
      ↓
Account Posting
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--39"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--40"></div></div></div></div></div></div></div></div><div class=""><div class=""></div></div></div></div></div></div>---

## 1.7 Setup Superior for Approval Request

### Purpose

Assign approvers for leave.

Approval Flow

```
Core
      ↓
Approval Request
      
```

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Zaoimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Zaoimage.png)

<div class="relative w-full mt-4 mb-1" id="bkmrk--44"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--45"><div class="cm-scroller">  
</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div>

# Chapter 2: Payroll Component

## Purpose

The Payroll Component module is used to configure the master data and payroll elements required for payroll calculation. It allows administrators to define organizational structures, salary components, leave settings, and accounting mappings before payroll processing.

---

# 1. Position

## Purpose

The Position module manages the list of employee job positions within the organization. Create new position by code and description.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/nMiimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/nMiimage.png)

Create New Position:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Y5Yimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Y5Yimage.png)

---

# 2. Department

## Purpose

The Department module manages the organizational departments used throughout the payroll system. Create new department by code, department name and select employees. The head of department can add employees under the department.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/56Zimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/56Zimage.png)

Create New Department:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/tAfimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/tAfimage.png)

---

# 3. Compensation

## Purpose

The Compensation module defines employee salary structures and recurring earnings. Create new compensation by code, description, exclusive for company, contributions, general information, allowances, deductions, overtime, and more contributions. Users can define salary information, statutory contribution settings, allowances, deductions, and overtime rules. The created compensation can then be assigned to employees and used during payroll processing.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/6rOimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/6rOimage.png)

Create New Compensation:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/GD5image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/GD5image.png)

---

# 4. Allowance

## Purpose

The Allowance module manages additional payments provided to employees beyond their basic salary. Create new allowance by code, description, rate, tax exempted code and contributions. Allowances are additional payments provided to employees on top of their basic salary, such as meal allowance, transport allowance, housing allowance, or other benefits. The created allowance can be assigned to employees and included during payroll processing to calculate the employee's total compensation.[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/y7himage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/y7himage.png)

Create New Allowance:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ldfimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ldfimage.png)

---

# 5. Deduction

## Purpose

The Deduction module manages salary deductions applied during payroll calculation. Create new deduction by code, description, rate and contributions. Deduction items are amounts deducted from an employee's salary during payroll processing, such as statutory contributions, loan repayments, or other employee-related deductions.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/wniimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/wniimage.png)

Create New Deduction:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/bSximage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/bSximage.png)

---

# 6. Overtime

## Purpose

The Overtime module manages overtime payment settings for employees. Create new overtime by code, description, rate, unit and contributions. Each overtime record defines the overtime code, description, calculation rate, unit, and statutory contribution settings. Overtime setup is required before processing overtime payments during payroll calculation.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ySaimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ySaimage.png)

Create New Overtime:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/CW5image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/CW5image.png)

---

# 7. Commission

## Purpose

The Commission module manages commission-based earnings for eligible employees.Create new commission by code, description and contributions. It allows the company to define commission types and determine whether statutory contributions such as EPF, SOCSO, EIS, PCB, and EA should be applied during payroll processing. Commission records created here can later be assigned to employees and included in the payroll calculation process.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/8vMimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/8vMimage.png)

Create New Commision:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/z1Pimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/z1Pimage.png)

---

# 8. Claim

## Purpose

The Claim module manages employee reimbursement categories used in the Claim Approval process. Create new claim by code, description, month limit, annual limit and active. It allows the company to set claim categories and control the maximum claim amount that employees can submit within a month or year.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/EgEimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/EgEimage.png)

Create New Claim:

[![Screenshot 2026-07-07 113959.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/screenshot-2026-07-07-113959.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/screenshot-2026-07-07-113959.png)

---

# 9. Leave Setup

## Purpose

The Leave Setup module configures company leave policies and entitlement rules. Create new leave setup by code, description, active and select details leave type. It defines which Leave Types are available, employee confirmation requirements, entitlement schemes, and maximum carry-forward days. This setup allows the payroll system to automatically calculate employee leave entitlement based on company policies.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/M7wimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/M7wimage.png)

Create New Leave Setup:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/lxbimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/lxbimage.png)

allows administrators to combine different Leave Types with entitlement schemes based on employee confirmation status and years of service.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/w3rimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/w3rimage.png)

---

# 10. Leave Type

## Purpose

The Leave Type module defines the different categories of leave available to employees. Create new leave type by code, description, label color, select active, entitle, unpaid, balance forward. HR administrators can configure leave rules such as entitlement, unpaid status, and balance carry forward settings. This setup allows the system to automatically manage employee leave balances and leave applications.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/u4kimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/u4kimage.png)

Create New Leave Type:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/hkaimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/hkaimage.png)

# Chapter 3: Payroll Transaction

## 3.1 Claim Approval

### Purpose

Employees submit leave applications.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/WtRimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/WtRimage.png)

Create new claim record:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/rzwimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/rzwimage.png)

### Workflow

```
Payroll
      ↓
Calender
      ↓
Apply
      ↓
Select Employee, Leave Type, Days, Leave Length, Status Approve, Reason
      ↓
Apply Leave
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--2"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--3"></div></div></div></div></div></div></div></div></div></div></div></div>## 3.2 Leave Approval

### Purpose

Managers review and approve leave requests.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/6a3image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/6a3image.png)

Workflow

```
Payroll
      ↓
Calender
      ↓
Approve / Reject
    
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--6"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--7"></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div>## 3.3 Payroll Entry

### Purpose

Calculate payroll for a selected period.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/4xfimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/4xfimage.png)

Create new payroll entry record:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ikqimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ikqimage.png)

Payroll Flow

```
Payroll
          ↓
Payroll Transaction
```

<div class="relative w-full mt-4 mb-1" id="bkmrk--10"><div class=""><div class="contents"><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="relative"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼs ͼ16" dir="ltr" id="bkmrk--11"></div></div></div></div></div></div></div></div><div class="">  
</div></div></div></div></div>## 3.4 Payroll Process

### Purpose

Generate employee payslips after payroll has been processed.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/A7Vimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/A7Vimage.png)

Create new payroll process record:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/N5aimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/N5aimage.png)

## 3.5 Forms / Data

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/qOzimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/qOzimage.png)

# Payroll print payslip

##### 1. Register Employee, set wages / basic salary

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/amnimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/amnimage.png)

##### 2. Create Payroll Entry

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/tQVimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/tQVimage.png)

##### 3. Create Payroll Process

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Vclimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Vclimage.png)

##### 4. Manage Payslip

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/4y4image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/4y4image.png)

##### 5. Add Payslip for Employee

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/q4dimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/q4dimage.png)

##### 6. Release Payroll

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/JYqimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/JYqimage.png)

##### 7. Right click payroll, click payslip, print payslip

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/42qimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/42qimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/QBvimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/QBvimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/lh2image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/lh2image.png)

# Apply Employee Leave

##### 1. Register Employee

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/amnimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/amnimage.png)

##### 2. Apply Leave at Calander

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/d7Uimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/d7Uimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/rLHimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/rLHimage.png)

##### 3. Find the leave approval

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/HPVimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/HPVimage.png)


##### 4. Approve the Leave

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/zcBimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/zcBimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/uUdimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/uUdimage.png)

# Chapter 4:

# Chapter 2: Payroll Component

# Setup Position

##### Purpose

The Position module manages the list of employee job positions within the organization. Create new position by code and description.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/nMiimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/nMiimage.png)

Create New Position:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Y5Yimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Y5Yimage.png)

# Setup Department

##### Purpose

The Department module manages the organizational departments used throughout the payroll system. Create new department by code, department name and select employees. The head of department can add employees under the department.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/56Zimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/56Zimage.png)

Create New Department:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/tAfimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/tAfimage.png)

# Setup Compensation

##### Purpose

The Compensation module defines employee salary structures and recurring earnings. Create new compensation by code, description, exclusive for company, contributions, general information, allowances, deductions, overtime, and more contributions. Users can define salary information, statutory contribution settings, allowances, deductions, and overtime rules. The created compensation can then be assigned to employees and used during payroll processing.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/6rOimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/6rOimage.png)

Create New Compensation:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/GD5image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/GD5image.png)

# Setup Allowance

##### Purpose

The Allowance module manages additional payments provided to employees beyond their basic salary. Create new allowance by code, description, rate, tax exempted code and contributions. Allowances are additional payments provided to employees on top of their basic salary, such as meal allowance, transport allowance, housing allowance, or other benefits. The created allowance can be assigned to employees and included during payroll processing to calculate the employee's total compensation.[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/y7himage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/y7himage.png)

Create New Allowance:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ldfimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ldfimage.png)

# Setup Deduction

##### Purpose

The Deduction module manages salary deductions applied during payroll calculation. Create new deduction by code, description, rate and contributions. Deduction items are amounts deducted from an employee's salary during payroll processing, such as statutory contributions, loan repayments, or other employee-related deductions.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/wniimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/wniimage.png)

Create New Deduction:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/bSximage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/bSximage.png)

# Setup Overtime

##### Purpose

The Overtime module manages overtime payment settings for employees. Create new overtime by code, description, rate, unit and contributions. Each overtime record defines the overtime code, description, calculation rate, unit, and statutory contribution settings. Overtime setup is required before processing overtime payments during payroll calculation.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ySaimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ySaimage.png)

Create New Overtime:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/CW5image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/CW5image.png)

# Setup Commission

##### Purpose

The Commission module manages commission-based earnings for eligible employees.Create new commission by code, description and contributions. It allows the company to define commission types and determine whether statutory contributions such as EPF, SOCSO, EIS, PCB, and EA should be applied during payroll processing. Commission records created here can later be assigned to employees and included in the payroll calculation process.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/8vMimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/8vMimage.png)

Create New Commision:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/z1Pimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/z1Pimage.png)

# Setup Claim

##### Purpose

The Claim module manages employee reimbursement categories used in the Claim Approval process. Create new claim by code, description, month limit, annual limit and active. It allows the company to set claim categories and control the maximum claim amount that employees can submit within a month or year.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/EgEimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/EgEimage.png)

Create New Claim:

[![Screenshot 2026-07-07 113959.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/screenshot-2026-07-07-113959.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/screenshot-2026-07-07-113959.png)

# Setup Leave Setup

##### Purpose

The Leave Setup module configures company leave policies and entitlement rules. Create new leave setup by code, description, active and select details leave type. It defines which Leave Types are available, employee confirmation requirements, entitlement schemes, and maximum carry-forward days. This setup allows the payroll system to automatically calculate employee leave entitlement based on company policies.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/M7wimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/M7wimage.png)

Create New Leave Setup:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/lxbimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/lxbimage.png)

allows administrators to combine different Leave Types with entitlement schemes based on employee confirmation status and years of service.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/w3rimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/w3rimage.png)

# Setup Leave Type

##### Purpose

The Leave Type module defines the different categories of leave available to employees. Create new leave type by code, description, label color, select active, entitle, unpaid, balance forward. HR administrators can configure leave rules such as entitlement, unpaid status, and balance carry forward settings. This setup allows the system to automatically manage employee leave balances and leave applications.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/u4kimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/u4kimage.png)

Create New Leave Type:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/hkaimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/hkaimage.png)

# Chapter 3: Payroll Transaction

# Setup Claim Approval

##### Purpose

Employees submit leave applications.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/WtRimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/WtRimage.png)

Create new claim record:  
Files larger than 50 MB cannot be uploaded.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/rzwimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/rzwimage.png)

[Link to Setup Claim](https://documentation.xccel.my/books/payroll/page/setup-claim "Setup Claim")

# Setup Leave Approval

##### Purpose

Managers review and approve leave requests.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/6a3image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/6a3image.png)

##### Apply Employee Leave

1\. Register Employee

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/amnimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/amnimage.png)

2\. Apply Leave at Calander

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/d7Uimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/d7Uimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/rLHimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/rLHimage.png)

3\. Find the leave approval

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/HPVimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/HPVimage.png)


4\. Approve the Leave

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/zcBimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/zcBimage.png)

# Setup Payroll Entry

##### Purpose

Calculate payroll for a selected period.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/4xfimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/4xfimage.png)

Create new payroll entry record:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ikqimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ikqimage.png)

# Setup Payroll Process

##### Purpose

Generate employee payslips after payroll has been processed.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/A7Vimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/A7Vimage.png)

Create new payroll process record:

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/N5aimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/N5aimage.png)

# Setup Forms / Data

##   


[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/qOzimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/qOzimage.png)

# Setup Print Payslip

##### 1. Register Employee, set wages / basic salary

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/amnimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/amnimage.png)

##### 2. Create Payroll Entry

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/tQVimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/tQVimage.png)

##### 3. Create Payroll Process

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Vclimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Vclimage.png)

##### 4. Manage Payslip

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/4y4image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/4y4image.png)

##### 5. Add Payslip for Employee

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/q4dimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/q4dimage.png)

##### 6. Release Payroll

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/JYqimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/JYqimage.png)

##### 7. Right click payroll, click payslip, print payslip

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/42qimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/42qimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/QBvimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/QBvimage.png)

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/lh2image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/lh2image.png)