UBS Payroll

Lesson 1

COMPANY SETUP AND ADD EMPLOYEE

STEP 1: SET UP THE COMPANY & PAYROL INFORMATION

1. Companys detail

Menu: Housekeeping Setup Parameter Setup

o Enter companys particulars
o This month = 1
o This year = 2013

Click Pay Calculation and other tabs

o Explore

2. Payments

Menu: Housekeeping Setup Table Maintenance Payment Table

o Line 4: Commission subject to EPF only and deducted directly

3. Allowances

Menu: Housekeeping Setup Table Maintenance Allowance Table

Key in these allowances in the appropriate lines and click the right checkboxes:

Line Items EPF SOCSO TAX

1 HANDPHONE X X X
2 TRAVELLING X X X
3 INCENTIVE X X X
4 LUNCH X X
11 SHIFT ALLOWANCE X X X
12 TIP ALLOWANCE X X

Click Next key in the type of allowance as follows

o Line 1: Handphone F

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 o Line 2: Travelling F
o Line 3: Incentive - V
o Line 4: Lunch D

Click Next Erase the AW for Handphone, Travelling and Incentive

4. Deductions

Menu: Housekeeping Setup Tables Maintenance Deduction Table

o Line 1: Key in HOSTEL

5. Overtime

Menu: Housekeeping Setup Table Maintenance Overtime Table

Change the OT Table 1 as follows

Lin Description Ratio EPF SOCSO TAX HRD

e
1 NORMAL OT 1.0 X X X
2 REST OT 1.5 X X X
3 PUBLIC OT 2.5 X X X DO NOT
4 (Delete the description) MARK
5 RESTDAY 2.5 X X X
6 PUBLIC HOL 3.0 X X X

6. Working hours

Menu: Housekeeping Setup Table Maintenance Working Hours Table

o No change

7. Shift allowances

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 Menu: Housekeeping Setup Tables Maintenance Shift allowance table
Enter the following in the shift table

Table Description 8.00AM 4.00PM 12.00AM

1 LINE 1 2.00 3.50 5.00
2 LINE 2 4.00 6.00 8.00
3 LINE 3 5.00 7.50 10.00

8. Month-end updates

Menu: Housekeeping Setup Tables Maintenance Month End Update table

Click:
o Update basic rate from master
o Update holidays
o Update leaves into payroll
o Update loan deductions into payroll

STEP 2: ADD EMPLOYEES INFORMATION

1. Update employee master file

Menu: Personnel Add Employees/Update

Personnel Details
Employee # E001 E002 E003
Name ALEXANDER AQIL YVONNE YAP HANS HANSARAJ
Sex MALE FEMALE MALE
Race MALAY CHINESE INDIAN
Bumiputera YES NO NO
Marital Status MARRIED SINGLE MARRIED
# Children (TAX) 2 - 3
Tax deduction for NO - YES
spouse?

Pay

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Date Commence 01/01/2005 01/06/2008 01/12/2011
Basic Rate RM5,300.00 RM2,000.00 RM2,800.00
Pay Rate Type MONTHLY MONTHLY MONTHLY
Pay Status ACTIVE ACTIVE ACTIVE

Settings
Working hours table 2 1 1
Shift Allowance - 2 3
Table
No of Payment/ 1 1 1
Month

Allowance
Meal - RM3/day RM5/day

2. Update annual leave and medical leave

Menu: Personnel Update Leave/ Fund Entitled

Key in:

Employee # E001 E002 E003

AL B/F 3 days - 5 days

Click:
o Generate
o Annual Leave Entitled (Generate)
o Medical Leave Entitled (Generate)