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. 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. 3. Monthly Compensation Type Table Description Displays the monthly payroll summary for employees. Example Columns Column Description Employee ID Employee identification number Employee Name Employee name Department Employee department Basic Salary Monthly basic salary Allowances Additional allowances Deductions Salary deductions Net Salary Final payable salary Purpose Provide a summary of employee compensation for the selected payroll period. 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. 5. Monthly Claim Type Table Description Displays employee reimbursement claims submitted during the selected month. Example Columns Column Description Claim No. Claim reference number Employee Employee name Category Claim category Claim Date Submission date Amount Claim amount Status Approval status Purpose Monitor employee reimbursement requests. 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. 7. Pending Leave Approval Type Table Description Displays leave requests that are awaiting approval. Example Columns Column Description No. Record number Employee ID Employee identification number Employee Name Employee name Leave Type Type of leave Start Date Leave start date End Date Leave end date Applied Date Date of application Purpose Allow managers or HR personnel to review and approve leave applications. 8. On Leave Employees Type Table Description Displays employees who are currently on leave. Example Columns Column Description No. Record number Employee ID Employee identification number Employee Name Employee name Leave Type Type of leave Department Employee department Leave Period Leave duration Return Date Expected return date Purpose Provide visibility into employees currently absent from work. 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 Employee List The Employee List displays all employee records registered in the system. Available Information Field Description Code Unique employee identification code. Name Employee's full name. Status Employment status (e.g., Active, Resigned, Terminated). Phone Office telephone number. Mobile Employee's mobile phone number. Email Employee's email address. Active Indicates whether the employee account is active. Position Employee's job title or position. Department Department assigned to the employee. Join Date Employee's joining date. Confirm Date Date the employee's employment was confirmed. Last Working Employee's last working date (if applicable). Branch Branch or office assigned to the employee. Created Date and time the employee record was created. Create Employee Purpose Create a new employee profile for payroll and HR management. Procedure Navigate to Payroll → Employee. Click Create. Enter the employee's personal information. Assign the employee's department, position, and branch. Enter employment details such as Join Date and Confirm Date. Save the employee record. 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: Status Description Active Employee is currently employed. Inactive Employee account is disabled or inactive. Resigned Employee has resigned from the company. Terminated Employee employment has been terminated. 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 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 Click Apply. Select the employee. Select the leave type. Enter the number of leave days. Select the leave date(s). Choose the leave length. Select the application status. Enter the reason for leave. Upload supporting documents if required. Click Save or Submit. Leave Application Fields Field Description Employee Employee applying for leave. Leave Type Type of leave (Annual Leave, Medical Leave, Emergency Leave, etc.). Days Total number of leave days requested. Dates to Apply for Leave Leave start and end dates. Leave Length Leave duration (Full Day, AM, or PM). Status Current leave status (Draft, Pending, Approved, Rejected). Reason Reason for applying for leave. Supporting Document (URL/File) Optional supporting document, such as a medical certificate or approval letter. Leave Length Option Description Full Day Employee is on leave for the entire working day. AM Employee takes leave during the morning session only. PM Employee takes leave during the afternoon session only. Leave Status Status Description Draft Leave application has been created but not yet submitted. Pending Waiting for manager or HR approval. Approved Leave request has been approved. Rejected Leave request has been rejected. List View The List View displays all leave applications in a tabular format for easier searching and management. Typical information includes: Column Description Leave No. Leave application reference number. Employee Employee name. Leave Type Type of leave requested. Leave Date Approved leave period. Days Number of leave days. Status Current application status. Applied Date Date the application was submitted. Purpose Search leave applications. Filter leave records. Review leave history. Track application status. Summary Function Description Year Navigation Browse previous or next calendar years. Holiday View company and public holidays. Apply Leave Create a new leave application. Leave Management Record leave details, reasons, and supporting documents. List View View and manage all leave applications in a table format. 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 Column Description Type Bulletin category (e.g. HR Notice, Payroll Update) Subject Name Title of the bulletin Status Current status (Draft / Published / Archived) Created Creation date and time Purpose Provide an overview of all bulletins and their current status. 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 Field Description Type Bulletin category (HR Notice / Payroll Update / General Announcement) Subject Name Title of the bulletin Audience Type Target audience (All Employees / Department / Role / Individual) Content Full bulletin message (supports rich text formatting) Purpose Enable creation and distribution of official announcements. Bulletin Workflow Bulletin Creation → Draft → Review → Published → Archived Create Bulletin │ ▼ Save as Draft │ ▼ Review / Edit │ ▼ Publish Bulletin │ ▼ Visible to Employees │ ▼ Archive (Optional) 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 Column Description Claim No Unique claim reference number Date Claim submission date Code Internal system code Employee Name Name of the employee Ref No External or document reference number Claim Code Specific claim identifier Claim Category Category of expense (e.g. Travel, Medical) Amount Claimed amount Status Current approval status (Pending / Approved / Rejected) Branch Employee’s branch/location Created Record creation timestamp 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 Field Description Claim No Unique claim number generated or manually assigned Employee Employee submitting the claim Date Claim date Ref No Supporting reference number (receipt/invoice) Claim Category Type of claim (Travel / Medical / Meal / Transport / Others) Amount Claimed reimbursement amount Purpose Description of the claim reason Attachment Supporting documents (receipt/invoice image or file) 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) 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 Column Description Doc No Unique leave application document number Reason Reason for the leave request Ref No Reference number (if applicable) Status Current approval status (Pending / Approved / Rejected) Requester Employee who submitted the leave application Approved By Approver assigned to the request Branch Employee's branch or office location Created Date and time the application was created 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 Field Description Company Select the company for the authorization setup Authorized User User assigned approval authority Add New Line Add additional authorized users for the selected company 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 Leave Approval Workflow   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 Column Description Code Unique payroll entry code Year Payroll year Month Payroll month Description Description of the payroll entry Branch Branch associated with the payroll entry Created Date and time the payroll entry was created 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 Field Description Year Select the payroll year Month Select the payroll month Description Enter a description or remarks for the payroll entry 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 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 Column Description Date Payroll process date Description Description of the payroll process Process From Start date of the payroll period Process To End date of the payroll period Release Payroll release status Type Payroll processing type Entry Related payroll entry Posting Payroll posting status Branch Branch associated with the payroll process Created Date and time the payroll process was created 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 Field Description Date Payroll processing date Description Description of the payroll process Process Period Select the payroll period to be processed 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. Process Option Description Process Wages Calculate employee wages Process Allowances Process employee allowances Process Commissions Calculate commission payments Process Claims Include approved reimbursement claims Process Bonus Process bonus payments Process Deductions Apply payroll deductions Process Advances Deduct employee salary advances Process Director Fees Process director remuneration Process Overtime Calculate overtime payments Process Unpaid Leave Deductions Deduct salary for unpaid leave 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 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 Column Description Form Type Type of generated form or data file Generated By User who generated the file Generated Date Date and time the file was generated Status Generation status File Format Output format (PDF / CSV / TXT) 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 Field Description Form Type Select the type of payroll form or data file to generate Available Form Types Form Type Output Income Tax – CP8A EA Form PDF File LHDN – E-Data PCB TXT File KWSP – E-Caruman CSV File PERKESO – SOCSO TXT File PERKESO – EIS TXT File 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 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 Section Description Table Generated Forms / Data History Form Generate Form / Data Output PDF / CSV / TXT Files Workflow Select Form Type → Generate → Download 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 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 Step Description 1 Setup HR Profile 2 Setup Payroll Components 3 Setup Statutory Data 4 Register Employee 5 Setup Account Posting 6 Setup Leave & Claim Approver Expected Result After completing all setup steps, the Payroll Module is ready for payroll processing. 1.2 Setup Compensation Data Purpose Configure government-required payroll deductions. Example: Compensation Management This is default record. Workflow Payroll Module ↓ Payroll Component ↓ Compensation ↓ + Create ↓ Save 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 Payroll Component Example GL Account Basic Salary Salary Expense Allowance Allowance Expense Overtime Overtime Expense Commission Commission Expense EPF EPF Payable SOCSO SOCSO Payable PCB Tax Payable Bonus Bonus Expense 1.4 Setup HR Profile (Core Module) Purpose Before payroll can be used, every employee must have an HR Profile. Field Required Emp Code Index / Prefix Yes HR Email Yes Employer No. (E) Yes LHDN Branch Yes KWSP No. Yes SOCSO No. Yes Officer Name Yes Officer Position Yes Officer Phone Number Yes Workflow Core ↓ Branch / Company ↓ Edit record company ↓ Payroll ↓ Fill in HR information 1.5 Register Employee Purpose Register employees into the payroll system. Required Information Field Required Employee Name Yes Birthday Yes Retirement date Yes Users can configure the employee's payroll information Workflow Payroll ↓ Employee ↓ Create Expected Result The payroll component is available for employee salary configuration. 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. Posting Workflow Payroll ↓ Payroll Component ↓ Account Posting 1.7 Setup Superior for Approval Request Purpose Assign approvers for leave. Approval Flow Core ↓ Approval Request 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. Create New Position: 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. Create New Department: 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. Create New Compensation: 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. Create New Allowance: 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. Create New Deduction: 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. Create New Overtime: 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. Create New Commision: 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. Create New Claim: 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. Create New Leave Setup: allows administrators to combine different Leave Types with entitlement schemes based on employee confirmation status and years of service. 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. Create New Leave Type: Chapter 3: Payroll Transaction 3.1 Claim Approval Purpose Employees submit leave applications. Create new claim record: Workflow Payroll ↓ Calender ↓ Apply ↓ Select Employee, Leave Type, Days, Leave Length, Status Approve, Reason ↓ Apply Leave 3.2 Leave Approval Purpose Managers review and approve leave requests. Workflow Payroll ↓ Calender ↓ Approve / Reject 3.3 Payroll Entry Purpose Calculate payroll for a selected period. Create new payroll entry record: Payroll Flow Payroll ↓ Payroll Transaction 3.4 Payroll Process Purpose Generate employee payslips after payroll has been processed. Create new payroll process record: 3.5 Forms / Data Payroll print payslip 1. Register Employee, set wages / basic salary 2. Create Payroll Entry 3. Create Payroll Process 4. Manage Payslip 5. Add Payslip for Employee 6. Release Payroll 7. Right click payroll, click payslip, print payslip Apply Employee Leave 1. Register Employee 2. Apply Leave at Calander 3. Find the leave approval 4. Approve the Leave 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. Create New Position: 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. Create New Department: 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. Create New Compensation: 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. Create New Allowance: 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. Create New Deduction: 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. Create New Overtime: 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. Create New Commision: 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. Create New Claim: 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. Create New Leave Setup: allows administrators to combine different Leave Types with entitlement schemes based on employee confirmation status and years of service. 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. Create New Leave Type: Chapter 3: Payroll Transaction Setup Claim Approval Purpose Employees submit leave applications. Create new claim record: Files larger than 50 MB cannot be uploaded. Link to Setup Claim Setup Leave Approval Purpose Managers review and approve leave requests. Apply Employee Leave 1. Register Employee 2. Apply Leave at Calander 3. Find the leave approval 4. Approve the Leave Setup Payroll Entry Purpose Calculate payroll for a selected period. Create new payroll entry record: Setup Payroll Process Purpose Generate employee payslips after payroll has been processed. Create new payroll process record: Setup Forms / Data Setup Print Payslip 1. Register Employee, set wages / basic salary 2. Create Payroll Entry 3. Create Payroll Process 4. Manage Payslip 5. Add Payslip for Employee 6. Release Payroll 7. Right click payroll, click payslip, print payslip