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Setup

Maintain Employee

When a new employee joins the company, use the Maintain Employee section to enter their details.

  1. Navigate to the Maintain Employee panel.

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    OR Click on "Maintain Employee" on the home page

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  2. Click New to create a new employee.

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  3. Enter the employee’s personal details.

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Personal

Click the Change Password button and enter a password to allow the employee to log in and view their payroll data and reports. Remember to uncheck the Active checkbox for any employee who has resigned before processing the payroll.

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Field NameProperties
CodeDefinition: Employee code
Field Type: Alphanumerical
Length: 30
Job TitleDefinition: Employee Job Title
Field Type: Alphanumerical
Length: 60
NameDefinition: Full Employee Name
Field Type: Alphanumerical
Length: 160
ActiveDefinition: Unchecked if the selected employee is resigned.
Field Type: Boolean
GenderDefinition: The employee Sex
Data Options: Male or Female
D.O.BDefinition: The employee Date of Birth
Field Type: Date (dd/MM/YYYY)
AddressDefinition: Employee Correspondence Address
Field Type: Alphanumerical
Length: 60 (for Each Line)
PhoneDefinition: Employee Correspondence Phone Number
Field Type: Alphanumerical
Length: 20 (for Each Line)
MobileDefinition: Employee Handphone Number
Field Type: Alphanumerical
Length: 20
EmailDefinition: Employee E-Mail Address
Field Type: Alphanumerical
Length: 60
New ICDefinition: Employee New Identity Card Number
Field Type: Numerical
Length: 20 (XXXXXX-XX-XXXX)
Old ICDefinition: Employee Old Identity Card Number
Field Type: Alphanumerical
Length: 20
PassportDefinition: Employee Passport Number
Field Type: Alphanumerical
Length: 20
Immigration NoDefinition: Employee Immigration Number
Field Type: Alphanumerical
Length: 20
Change PasswordDefinition: A password for Employee so he/she can self login to print his/her report (Eg EA, payslip, etc)
Field Type: Alphanumerical

Grouping

This tab is used for report grouping for the selected employee. It can be organized by:

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Family

This tab is used to store spouse/family information. It is useful for emergency contact purposes.

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Field NameProperties
Spouse NameDefinition: Employee husband/wife full name
Field Type: Alphanumerical
Length: 160
Spouse AddressDefinition: Employee husband/wife Correspondence Address
Field Type: Alphanumerical
Length: 60 (for Each Line)
Spouse PhoneDefinition: Employee husband/wife Correspondence Phone Number
Field Type: Alphanumerical
Length: 20 (for Each Line)
Spouse MobileDefinition: Employee husband/wife Handphone Number
Field Type: Alphanumerical
Length: 20
Tax BranchDefinition: Employee husband/wife Tax Branch
Field Type: Alphanumerical
Length: 40
Tax NoDefinition: Employee husband/wife Tax Number
Field Type: Alphanumerical
Length: 20
Spouse IC NoDefinition: Employee husband/wife New Identity Card Number
Field Type: Alphanumerical
Length: 20

Payroll Info

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Field NamePropertiesField NameProperties
Wages TypeDefinition: Employee Wages Category TypeSOCSO NoDefinition: Employee SOCSO Number
Field Type: Alphanumerical
Length: 20
WagesDefinition: Employee wages amountSOCSO TypeDefinition: Employee SOCSO Category
Field Type: NumericalData Options: First Category, Second Category or No SOCSO
ContributionDefinition: Employee Contribution TypeTax BranchDefinition: Employee Tax Branch
Field Type: Alphanumerical
Length: 40
FrequencyDefinition: Employee payment FrequencyTax NoDefinition: Employee Tax Number
Field Type: Alphanumerical
Length: 20
Payment MethodDefinition: Employer Payment MethodMarital StatusDefinition: Employee marriage status
Data Options: Single, Married, Divorced or Widow
BankDefinition: Employee BankSpouse WorkingDefinition: Tick if the Employee husband/wife is working
Field Type: Boolean
Bank Account NoDefinition: Employee Bank Account NumberSpouse DisabledDefinition: Tick if the Employee husband/wife is disable person
Field Type: AlphanumericalField Type: Boolean
Length: 20
Self DisabledDefinition: Tick if the Employee is disable personTax CategoryDefinition: Employee Tax Category. Only can select if Override Tax Category is Tick.
Field Type: Boolean
ResidentDefinition: Untick if the Employee ForeignerOverride Tax CategoryDefinition: Tick if don't wanted System Automatic Calculate the Employee Tax Category
Field Type: BooleanField Type: Boolean
Non-Resident requirement and tax rate, refer to Non-Resident
EPF NoDefinition: Employee EPF(KWSP) NumberEA Serial NoDefinition: Employee EA Serial Number (Given by LHDN Department)
Field Type: AlphanumericalField Type: Alphanumerical
Length: 20Length: 8
NKDefinition: Employee NK Code (can be seen on EPF Borang A)Join DateDefinition: Employee Join the Company Date
Field Type: AlphanumericalField Type: Date (dd/MM/yyyy)
Length: 1
InitialDefinition: Employee Initial Code (Given by EPF Department)Confirm DateDefinition: Employee Confirmation Date
Field Type: AlphanumericalField Type: Date (dd/MM/yyyy)
Length: 3
Resign DateDefinition: Employee Resign Date
Field Type: Date (dd/MM/yyyy)

Allowance

Use this tab to enter the Fixed Allowance entitled for each month for the selected employee.

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Deduction

Use this tab to enter the Fixed Deduction entitled for each month for the selected employee.

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Note

Use this tab to upload a photo and other information for the selected employee. For the photo, please ensure:

  1. It is saved as a JPEG file.
  2. The JPEG file size is under 200KB.

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History

This tab shows the history of changes for the selected employee. Select "Increment" in the type column to print the Increment Letter (HR.Employee.Increment.Report).

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Field NameProperties
Post DateDefinition: Date of the data changes
Field Type: Date
TypeDefinition: Changes History Type
DescriptionDefinition: Detail of Data changes

Child

This tab lists all tax-deductible children.

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Field NameProperties
NameDefinition: Employee Tax Deductable Children full name
Field Type: Alphanumerical
Length: 160
D.O.B.Definition: Employee Tax Deductable Children date of birth.
Field Type: Date (dd/MM/yyyy)
Data Option: Optional (i.e. may leave it empty if don't wanted system calculate the Children Age)
Tax CodeDefinition: Tax Deductable Children code.
RateDefinition: Rate for Tax Deductable
Field Type: Numerical
Data Options: 1 or 0.5
Number of ChildrenDefinition: Number of Children is use for Tax Calculation. (Auto Calculate)

Attachments

Attach files related to the selected employee (e.g., Letter of Offer). Ensure the file is stored on the server, as the system only stores the file path.

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Maintain Branch

This is useful for companies with multiple branches where the salary is paid from HQ.

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Field NameProperties
CodeA Branch Code (Max 20 Characters)
DescriptionA Full Description for Branch (Max 160 Characters)
ActiveUncheck if the selected branch code is unavailable
Set as DefaultClick this button to automatically assign this Branch Code when creating a new employee at Maintain Employee

Maintain Department

A division of an organization, such as Accounts, Marketing, etc.

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Field NameProperties
CodeA Department Code (Max 20 Characters)
DescriptionA Full Description for Department (Max 160 Characters)
ActiveUncheck if the selected Department code is unavailable
Set as DefaultClick this button to automatically assign this Department Code when creating a new employee at Maintain Employee

Maintain Group

Another method for grouping employees in reports.

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Field NameProperties
CodeA Group Code (Max 20 Characters)
DescriptionA Full Description for Group (Max 160 Characters)
ActiveUncheck if the selected Group code is unavailable
Set as DefaultClick this button to automatically assign this Group Code when creating a new employee at Maintain Employee

Maintain Category

Divide employees by class or division.

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Field NameProperties
CodeA Category Code (Max 20 Characters)
DescriptionA Full Description for Category (Max 160 Characters)
ActiveUncheck if the selected Category Code is unavailable
Set as DefaultClick this button to automatically assign this Category Code when creating a new employee at Maintain Employee

Maintain Project

Group employees by the project they are working on.

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Field NameProperties
CodeA Project Code (Max 20 Characters)
DescriptionA Full Description for Project (Max 160 Characters)
ActiveUncheck if the selected Project Code is unavailable
Set as DefaultClick this button to automatically assign this Project Code when creating a new employee at Maintain Employee

Maintain Job

Group employees by job type for reporting.

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Field NameProperties
CodeA Job Code (Max 20 Characters)
DescriptionA Full Description for Job (Max 160 Characters)
ActiveUncheck if the selected Job Code is unavailable
Set as DefaultClick this button to automatically assign this Job Code when creating a new employee at Maintain Employee

Maintain Task

Divide employees by specific tasks.

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Field NameProperties
CodeA Project Code (Max 20 Characters)
DescriptionA Full Description for Task (Max 160 Characters)
ActiveUncheck if the selected Task Code is unavailable
Set as DefaultClick this button to automatically assign this Task Code when creating a new employee at Maintain Employee

Maintain Race

Group employees by race for reporting.

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Field NameProperties
CodeA Race Code (Max 20 Characters)
DescriptionA Full Description for Race (Max 160 Characters)
ActiveUncheck if the selected Race Code is unavailable
Set as DefaultClick this button to automatically assign this Race Code when creating a new employee at Maintain Employee

Maintain History Type

Allows users to group changes made in Maintain Employee.

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Field NameProperties
CodeA History Type Code (Max 20 Characters)
DescriptionA Full Description for History Type (Max 160 Characters)
ActiveUncheck if the selected History Type Code is unavailable
Set as DefaultClick this button to automatically assign this History Type Code when making new changes at Maintain Employee

Maintain Announcement

Used to create, manage, and distribute company-wide or employee-specific announcements within the payroll and HR system, allowing users to share information, updates, or important reminders with their team.

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Field NameProperties
TitleThe title or subject of the announcement.
Date FromThe start date when the announcement becomes active.
Date ToThe end date when the announcement expires or becomes inactive.
CategoryThe classification or type of announcement (e.g., General, System Update, Event).
RemarkAdditional notes or comments related to the announcement.

This provides a comprehensive record of all past history types for employees. You can filter, sort, and group employees using the fields below.

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This is how the generated report will look:

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