3.2 Employee Fix Allowance & Deduction

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?

  1. 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.
  2. Open with Microsoft Excel 2003 & above.
  3. 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.