3.2 Employee Fix Allowance & Deduction
Employee Fix Allowance/Deduction is use to setup employee fix allowance and deduction entitlement. It is a must to setup the Allowance Description & Deduction Description before download the migration file due to the migration file consists of the Allowance/Deduction Description column for selection. Without setup Allowance/Deduction description, there will not have any data for Allowance/Deduction selection.
How to fill up the employee fix allowance & deduction template file for data migration?
- Download the employee fix allowance template at Home -> HRIS -> Payroll -> Employee List -> Edit Employee -> Fix Allowance/Deduction -> Click on Export button -> Click on Data Export button.
- Open with Microsoft Excel 2003 & above.
- Fill data for each column and further explanation for each column as below:
Column Name | Description | Remark |
|---|---|---|
| Employee Number | Employee Identified Number | Compulsory. |
| Employee Name | Employee Name | Optional. The system will migrate the data accordingly to the Employee Number. |
| Allowance Description | Allowance Description | Compulsory. Select Allowance from the list. |
| From Date | Entitlement From Date | Compulsory. Date format in dd/MMM/yyyy. |
| To Date | Entitlement End Date | Compulsory. Date format in dd/MMM/yyyy. |
| Work Group Description | Calendar Group | Compulsory. Select from the list. The prorate of Allowance/Deduction was according to the Calendar Group defined. |
| Amount | Entitlement Amount | Compulsory. |
| Currency Description | Currency | Compulsory. |
| Prorate? | Prorate | Default as "Y". |
| (Payment period i.e End month, mid month, etc) | Payment period description in setup | Compulsory "Y" or "N" |
| Remark | Remark | Optional. |
4. Save the migration file in XML Spreadsheet 2003 (*.xml).
5. Click on Import button, browse file by click on Choose File button. Click on Data Import button to import the Employee Miscellaneous.
Notes: 1. Refer to below print screen to have the Export/Import for Fix Allowance or Fix Deduction. |
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