Training Notes

14-Sep-2022 ยท Felix Fung, Ivan Wong
Notes

For New Client User

1. Create User

  • Checklist
    • Login to check before giving out the accounts

2. Create Company

  • Checklist
    • Important for operations
      • MPF Trustee and Plan Number
      • Tax File Number, Tax Name and Designation
      • Leave Types available for this company
    • Less Important
      • Attachments
      • Payslip logo
      • ESS logo
      • Library documents

3. Create Roster

  • Checklist
    • Shifts assigned in Rosters

4. Setting up Leave Policy

  • Checklist
    • Period section is not empty in Leave Entitlements

5. Setting up Payroll Policy

  • Checklist
    • Pay Types are activated in Job Order Template
    • MPF (relevant income) and IR56B/M category settings in Job Order Template
    • ADW settings (disregarded wages and disregarded days) in Job Order Template

6. Create Staff

  • Checklist
    • Important for operations
      • Date of Birth (for MPF checking)
      • HKID (for taxation)
      • Bank Account Number (for autopay)
      • Address (for taxation)
      • Movement History
      • Salary change history
      • Leave Entitlements
      • Supervisors (for ESS)
    • Less important
      • Family members (for Emergency Contact)
    • Not important
      • Work Experience
      • Education History

7. Migrate Leave Records

  • Checklist
    • Enter at least current year's leave records
    • Leave balance bought forward from previous year
    • Current year's leave entitled
    • Year end Leave balance

8. Doing Payroll

  • Checklist
    • If you use ADW for calculations, make sure you have past 12 months payroll records.
    • Otherwise, at least payroll records starting from April, for Taxation use.
    • Migrate the payroll records from the farthest month
    • Post the batch when the numbers are correct

For Existing Client New User

1. Create User

  • Checklist
    • Login to check before giving out the accounts

2. Create Staff

  • Checklist
    • Important for operations
      • Date of Birth (for MPF checking)
      • HKID (for taxation)
      • Bank Account Number (for autopay)
      • Address (for taxation)
      • Movement History
      • Salary change history
      • Leave Entitlements
      • Supervisors (for ESS)
    • Less important
      • Family members (for Emergency Contact)
    • Not important
      • Work Experience
      • Education History

3. Create Leave Records

  • Checklist
    • Check Leave Duration

4. Check Leave Balance / Check Leave Records

  • Checklist
    • Be careful of the Leave Period last day, e.g day before the anniversary date or 31 Dec

5. Check Attendance and Roster Schedule

  • Checklist
    • Attendance Number is for mapping with your attendance device
    • Staff working on shift has his/her own Roster for roster scheduling

6. Doing Payroll

  • Checklist
    • If you use ADW for calculations, make sure you have past 12 months payroll records.
    • Post the batch when the numbers are correct