Guide

Bulk Email With Password

note

• This feature is not applicable for Export to Email Client or Export to PDF.
• If there are multiple records (e.g., 10 records) in one PDF to be emailed to a single recipient, the system cannot generate a password as it cannot determine which password to apply.

Prerequisites

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To use this feature, the user's computer must be configured with a Windows email client.

Setup

1. Navigate to Human Resource > Maintain Employee.

2. Enter the PDF password and the email address.

   

3. Next, go to Payroll > Print Payslip. Select the Month End Payslip, click Apply, and then Preview.

4. Click the 🔽 arrow beside the Excel export icon and select Export to Email Client (Batch).

   

   tip

   For testing purposes, you can activate the module by going to File > Customize Payroll Module and checking Batch Email.

   

   Error

   If you haven't configured your Windows email client, you will see the error message below. Ensure your email client is configured before proceeding.

   

Steps to Use IC as PDF Password

1. Navigate to Human Resource > Maintain Employee.

2. Click on one employee record, hold the Shift key on your keyboard, and click the last record to highlight all employees.

3. Click the 🔽 arrow beside More and select Batch Edit.

4. In the columns section, click Field Chooser and select Name2 and New IC.

5. Save the structure, then copy the New IC values and paste them into the Name2 column.

Employee Login

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This guide explains how to configure and create an account for the employee in SQL Payroll which allows employees to view their details.

1. In SQL Payroll, navigate to Human Resource > Maintain Employee.

2. Click Change Password.

   

3. Enter a new password for the employee.

   

4. Next, instruct the employee to open SQL Payroll and log in using the Employee Code and Password configured previously. That's it! 🥳

   

5. Below is an example of the employee view:

   

Print Letter

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This guide explains how to print Appointment, Confirmation, and Increment letters.

1. Navigate to the Maintain Employee panel.

   

2. Select an employee.

   

3. Click Preview Reports.

   

4. Double-click the desired report to select it.

   

5. Below is an example of an appointment letter:

   

Increment Letter

note

For the increment letter, ensure that an increment is recorded in History for the report to generate correctly.

1. Navigate to Human Resource > Maintain Employee.

   

2. Alternatively, click Maintain Employee on the homepage.

   

3. Open the employee details and click the History tab.

   

4. Click Preview Reports.

   

5. Select the report you wish to print.

   

Increment Letter Setup in History

Maintain Employee with MyKad Reader

1. Connect your Smart Card Reader to your computer.

2. The reader's light will turn red when successfully connected.

   

3. Insert the MyKad into the reader.

4. The reader's light will turn blue when the MyKad is successfully read.

   

5. In SQL Payroll, open a New Employee profile and click Read MyKad.

   

6. Select Reader Devices and click Read Card.

   

7. Click Read MyKad.

   

8. The system will automatically fill in the MyKad details:

   • (NAME, ADDRESS, ID Number, D.O.B, GENDER)

   

Recurring Zakat

1. Go to Maintain Employee.

   

2. Select the respective employee and go to the Deduction tab.

   

3. Enter a deduction and check the Zakat box. Note that other contribution checkboxes will be automatically unchecked.

   

4. Enter the Rate and set the contribution period in the Date From and Date To columns.

   

5. Save and process the month-end payroll. The amount will appear in Gross Zakat.

   

   

Loan

NOTE:

This is a Paid Module

This module is for companies that provide loans to employees, which are repaid through salary deductions with interest.

Maintain Loan

This section allows users to set up loans for selected employees.

Assume the following scenario:

Field Name	Properties
Employee Code	0010
Loan Amount	50,000
Loan Interest	2,000
Number of Repayment (Months)	60
First Repayment Date	01 Mar 2013

Loan Amount & Interest Amount

1. Click New and enter the details as follows:

   

2. Click the Schedule | Generate... button.

   

3. Click OK to confirm.

4. Click Save.

Auto Repayment

1. Process payroll as usual (refer to New Payroll).

2. In the selected employee's paysheet, click Loan.

   

Advanced Repayments

1. In the Transaction tab:

   

Print Loan Repayment History

This generates/prints the Ledger/History of loans given by the company for selected or all employees.