Core (4)
FAQ Core Module 1
Q: How do I enter new employee records?
| |
 Answer
| |
Please follow the steps below.
1. Go to the Core Module and click on the Personal icon.
2. Click on the New button and enter all the required fields marked with a maroon coloured text.
3. Once the data entries are finished, click on the Save button.
4. Click on the Residence Status tab to ensure the residence status is updated correctly.
5. Skip the option Employment Status.
6. Fill in other particulars relating to this staff's record like their address, email, contacts, education, emergency contacts and notes.
7. Go back to the Employment Status tab and click on the New Employment button to enter the employment details.
8. Click on the save button once the above process is completed.
9. Click on the Miscellaneous tab to select the Work Calendar and enter other relevant details.
10. To assign the staff's bank information, click on the Bank Allocation tab.
11. Enter the Bank ID, payment type (either by percentage or fix amount), staff's bank account number and the payment percentage or amount accordingly.
NOTE: If the employee is to be excluded from salary crediting by bank, leave these options as blank.
| |
FAQ Core Module 2
Q: How do I process a new employee's pay record after I have done payroll initialization?
| |
|
Answer
| |
1. Click on the Pay Record icon at the Pay Module.
2. Click on the New button and select the Pay Group.
3. Choose Normal Pay from the Record Type and click Next. (Make sure the pay period is correct)
4. Double-click on the new employee name and click on the Confirm button to begin pay processing.
| |
FAQ Core Module 3
Q: How do I process resigned employees?
| |
|
Answer
| |
1. Click on the Employment Details icon at the Core Module.
2. Key in the staff's cessation code and date. Use the save button to save the record.
3. If the change of status is updated after payroll initialisation, please run a Re-Process to ensure the payroll information is updated accordingly.
| |
FAQ Core Module 4
Q: How do I process employees who has resigned earlier & now has been re-employed again?
| |
|
Answer
| |
1. Click on the Personal icon at the Core Module.
2. Choose the employee ID and click on the Employment Status tab.
3. Click on the New button and enter all the necessary new employment details such as new employment ID, new hire date, salary, etc.
4. Enter the Previous Service Year (if the previous service year is to be counted when calculating leave entitlement, bonus, etc.)
| |
Pay (2)
FAQ Pay Module 1
Q: How do I run the Re-Process Normal Pay for an employee?
| |
|
Answer
| |
Please follow the steps below.
1. Click on the Pay Record icon at the Pay Module.
2. Click on the current pay record of the employee's concern.
3. Click on the Re-Process icon and then Answer Yes to confirm the Re-Process Normal Pay.
4. The system will prompt you the number of record(s) that has been Re-Processed. Close the wizard window.
5. Click on the modify icon to check the pay record.
| |
FAQ Pay Module 2
Q: How do I update voluntary MBF (Mendaki Building Fund) contribution?
| |
|
Answer
| |
Please follow the steps below.
A. Create MBF voluntary Pay Element Code
1. Click on the Setup icon and go to the Pay Element Setup.
2. Click on the New button to create voluntary MBF code.
3. Type in the Pay Element ID as "MBF Voluntary".
4. Type in the description as "Voluntary Mendaki Building Fund".
5. Click on the Deduction and then click on the Next button.
6. Click on the None of the above option. Click on the Next button to proceed on.
7. For Deduction grouping, select Donation and click Next.
8. For Donation Type, choose MOSQ and click Next.
9. For Method of computation, choose Free and then click Finish.
10. Close the Code Property Window
B. To update MBF voluntary as a recurring deduction
1. Click on Module and go to Recurring Setup.
2. Select the affected employee and then click on New.
3. At the Pay Element ID field, select the MBF Voluntary code.
4. Select Recur Amount and type in the voluntary donation amount into the recur amount field provided.
5. For 1 payment group, set the sub period as 1. For 2 payment groups, set the sub period as 1 if the voluntary donation is to be deducted in the mid month pay. Else set it to 2 if it is to be deducted in end-month pay.
6. If the voluntary donation amount is to recur for unlimited period, set End Counter as 0. Otherwise, enter in the exact number of period this voluntary contribution amount will recur.
7. Click on the Proceed button to continue on.
| |
Leave (6)
Leave Module 1
Q: The B/fwd leave figure from previous year is wrong. How do I change the figure?
| |
|
Answer
| |
Please follow the steps below.
1. Click on the Pay Record icon at the Pay Module.
2. Click on the current pay record of the employee's concern.
3. Click on the Re-Process icon and then Answer Yes to confirm the Re-Process Normal Pay.
4. The system will prompt you the number of record(s) that has been Re-Processed. Close the wizard window.
5. Click on the modify icon to check the pay record.
| |
Leave Module 2
Q: How do I initialise to next year’s leave entitlement?
| |
|
Answer
| |
-Ensure that the Calendar assigned to the employees has been initialised to the required year.
-To do this, go to Core | Modules |Initialise New Year Setup.
-Then go to Leave Module | Process Leave | Initialise.
-Select the correct Leave Policy ID and Year, then click on Next.
-Ensure that leave type = ALL is selected to be initialised, unless for specific reasons, you only want to initialise a specific leave type.
-Click on Next to confirm processing.
| |
Leave Module 3
Q: How to insert new Leave type?
| |
|
Answer
| |
To insert a new type into an existing leave policy:
a) First create the Leave Type ID and its profile. This is under the option Setup | Leave Type.
b) ensure that you have the correct Allocation Basis. To create new allocation basis, you can create under Setup | Allocation Table
c) Under Setup | Leave Policy, you can choose to add (+) the new leave type and allocation basis.
To ensure the entitlement is computed correctly, you will have to initialise the new leave type. This is done under the option Process Leave | Initialise. Choose the Leave Policy ID, and under Leave type, choose the new Leave type ID only.
| |
Leave Module 4
Q: I want the leave entitlement for new hire to be prorated only for the first year, but not for subsequent service years allocation.
| |
|
Answer
| |
The option 'No Prorate for Career Change' will have to be ticked under tab Entitlement for the affected Leave Type ID.
| |
Leave Module 5
Q: How do I mass update leave application for company leave?
| |
|
Answer
| |
You can use our feature Global Leave Application. This option is found under Applications | Global leave application.
| |
Leave Module 6
Q: How can I view previous year Leave balances to confirm that the brought forward figure for current year is correct?
| |
|
Answer
| |
To view from screen, choose Process Leave, select the correct year, and double click on the name to see the details.
To view from Report, choose Reports | Leave Entitlement Report. Specify the Report as of Date as required, for example to check balances as of 31-12-2005, then the Report as of Date must be 31-12-2005.
| |
| |
Question 1:
I have submitted my leave application but my manager did not receive email notification to inform him/her about my leave.
| |
Answer
| |
Possibilities:
-Your manager did not set his/her email address inside their Personalisation page.
-Your manager set their email notification not to be ‘Immediate’ in the Personalisation page.
-Your manager’s email address contains error(s). Eg: Typo error, wrong email address, incorrect email address format.
| |
Question 2:
My manager approves my leave application but my CC lists did not receive any email notification.
| |
Answer
| |
Possibilities:
-There are errors on your CC lists. Eg: Typo error, wrong email address, incorrect email address format, missing email separator (which is semi-colon). You check the list under Personalisation | General Settings for preset list.
-One or more emails in the CC lists are incorrect. Even if one email is wrong, the whole CC lists will not be sent out.
-Your email server blocks certain email addresses (external email address) and one or more emails in your CC lists is part of the blocked address. Please consult with your email administrator.
| |
Question 3:
I have updated all my employee contact information before purchase ePortal program, but the ePortal telephone list is not updated.
| |
Answer
| |
Possibilities:
- eportal telephone list is to be maintained separately from ADMIN Module | HR Info Management | Telephone List and edit the information.
| |
Question 4:
My manager requested for change/rejects my leave application but my CC lists did not receive any email notification.
| |
Answer
| |
Possibilities:
-CC lists will only work for leave that is approved. All requests for change and/or application rejection will not invoke the CC lists.
| |
Question 5:
I need my cc list to be notified whenever a leave application is made. Can I do that?
| |
Answer
| |
Possibilities:
-The eportal administrator will have to turn on the feature in Admin Module | System Setting | General Settings | Notify CC list before approval. This option will have to be set to Yes.
| |
Question 6:
I need to mass change all employee IDs for eportal login.
| |
Answer
| |
Possibilities:
-From employment details in EPE Core, go to Employee ID and change it accordingly.
-From eportal ADMIN Module, go to User Management | Manage User to select the respective employee to change the employee ID.
-No mass change employee id is available.
| |
Question 7:
My leave has been approved previously, but I did not proceed to consume it. How do I cancel/amend it?
| |
Answer
| |
Possibilities:
-From employment details in EPE Core, go to Employee ID and change it accordingly.
-Depending on what your ePortal administrator set, you may/may not be able to cancel/amend that previous leave. Please consult with your ePortal administrator on this.
| |
Question 8:
How do I view my employee leave records in transaction and calendar view?
| |
Answer
| |
Possibilities:
-Upon login to the ePortal, under My Home system will display Today on leave employees and click on the second top right icon for Calendar view. Click on the legend to view employee l leave transaction details.
| |
Question 9:
Can I know whether the leave transaction record is updated from data transfer, created by supervisor or created from eportal
| |
Answer
| |
Possibilities:
-From leave module – Leave application – Remarks will display whether the leave information is updated from data transfer or eportal. If it is created from leave – modify leave, the remarks will be blank.
-From eportal. Leave History – Remarks with data transfer or eportal. If it is blank, then the records will be created from leave module.
| |
Question 10:
I am trying to view my past month’s payslip, but I just cannot seem to view them.
| |
Answer
| |
Possibilities:
-You may be using the wrong password. Take note, the password is case-sensitive.
-Your ePortal administrator did not distribute your past months’ payslip.
-You may be selecting the wrong period/month/year payslip.
| |
Question 11:
I was halfway through performing certain action in the ePortal, but was kicked out to the login screen. What happened?
| |
Answer
| |
Possibilities:
-You may have encountered a severe error which ePortal is unable to process. Ask your ePortal administrator to simulate those steps again on the ePortal server. On the server, you will see a proper error message, instead of kicking you out. Please send the error to Creative Software Support team for further investigation.
| |
