Training 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
    • Below information for HR Agency Company only
      • BR number
      • Contact Person
      • Create Contract
      • Upload Contract as Attachment
  • 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)
    • for HR Agency Company only Attachment (staff HKID, Employment Contract and Bank information)
    • 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