# 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 [![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 ```

--- ## 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**

[![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 ```

--- ## 1.5 Register Employee ### Purpose Register employees into the payroll system. ### Required Information

Field	Required
Employee Name	Yes
Birthday	Yes
Retirement date	Yes

[![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.

--- ## 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 ```

--- ## 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)