How to update Employment Status and Retirement Date/ End Contract Date for CP8D?

How to update Employment Status and Retirement Date/ End Contract Date for CP8D?

Introduction:
Effective from Year Ending 31 December 2023, LHDN has added two new compulsory columns for CP8D. Those two columns are Employment Status and Retirement Date/ End Contract Date.

Employment Status:
- Options for Employment Status is provided by LHDN as listed in screenshot below and it is subject to changes in accordance to LHDN's requirement.


 Retirement Date/ End Contract Date:
- They are estimated/expected date. Should there be any changes, admin is required to update the latest date accordingly.
- Retirement Date will be reflected according to the default retirement age set by the company under Company Setting.
- If the employee does not have a End Contract Date, user may update Work Pass End Date, if available. It will be reflected according to the Work Pass Expiry date updated under Personal Details as shown below.

- End Contract Date  will be reflected according to the career progression that has the progression type as 'Contract Expiry' like shown below. 

(Remark: if changes was made to the End Contract progression type recently, please ensure to tick 'Apply to Existing Employee Progression Records' before saving so the changes can be applied to all existing records)

- For inactive dates such as Resignation or Termination, the system will automatically show the inactive date in CP8D even if the Retirement/End Contract Date is updated.

Incomplete Information Warning:
- When admin try to generate CP8D report for employees with missing information for Retirement Date/ End Contract Date, the system will inform users with the message as shown: 
- Admin can then click on 'View Error Info' at the HRMS page to see the details of which employee has the missing information.
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How to update Employment Status and Contract Expiry/Resignation Date for CP8D (Form E)
Note: Export/Import function is available for bulk update via excel file at the top right of the screen.
1. Go to Payroll > Main > General > Employee List > Income Tax Setting
2. Update the information in the field highlighted in screenshot below:
(note: Custom Date is available in the dropdown of Retirement Date/Contract Date for users who wish to update a different retirement date as assigned by the system based on the default retirement age set in the company setting.)




3. Save

The updated information will be reflected in Diskette CP8D.

For other information related to Income Tax Setting, please refer to Income Tax Setting.

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