Payroll Configuration

Set up benefits, deduction rules, claim categories, and payroll processing settings.

Quick Access

Benefits Configuration

Accessing Benefits

1. Go to Settings → Benefits (/settings/benefits)
2. View all benefit schemes
3. Create or edit benefits

[Screenshot: benefits-list]

Creating a Benefit

1. Click + New Benefit
2. Configure settings:
   • Benefit name
   • Type (Allowance, Contribution, Insurance)
   • Calculation method
   • Tax treatment
3. Save benefit

Benefit Types

Benefit Calculation Methods

Benefit Brackets

For tiered benefits:

1. Open benefit scheme
2. Go to Brackets section
3. Configure tiers:

Tax Treatment

EPF Treatment

Extra Incomes

Accessing Extra Incomes

1. Go to Settings → Extra Incomes (/settings/extra-incomes)
2. Configure one-time or irregular income types

[Screenshot: extra-incomes]

Extra Income Types

Configuring Extra Incomes

1. Create income type
2. Set:
   • Name
   • Default calculation
   • Tax treatment
   • EPF treatment
3. Assign to payroll as needed

Penalty Definitions

Accessing Penalties

1. Go to Settings → Penalty Definitions (/settings/penalty-definitions)
2. View and manage deduction rules

[Screenshot: penalty-definitions]

Penalty Types

Penalty Calculation

Configuring Penalties

1. Create penalty rule
2. Set trigger conditions
3. Define calculation method
4. Link to shift templates
5. Activate rule

Staff Claim Policies

Accessing Claim Policies

1. Go to HR → Staff Claim Policies (/hr/staff-claim-policies)
2. View claim categories
3. Configure limits and rules

[Screenshot: claim-policies]

Creating a Claim Category

1. Click + New Policy
2. Configure:
   • Category name (e.g., "Mileage")
   • Description
   • Per-claim limit
   • Monthly limit
   • Annual limit
   • Receipt requirements
3. Save policy

Common Claim Categories

Claim Workflow

Configure approval levels:

• Manager approval
• HOD approval
• HR approval
• Finance approval

Payroll Settings

Key System Settings

Payslip Display Settings

Statutory Configurations

EPF Settings

SOCSO Settings

EIS Settings

Tax Settings

Payroll Processing Settings

Pay Schedule

Processing Options

Common Tasks

Add New Benefit Scheme

1. Go to Benefits
2. Create benefit
3. Configure calculation
4. Assign to employees
5. Effective from next payroll

Update Claim Limits

1. Go to Staff Claim Policies
2. Edit relevant policy
3. Update limits
4. Save changes

Configure Year-End Bonus

1. Go to Extra Incomes
2. Create/edit bonus type
3. Set calculation basis
4. Process in December payroll

Adjust Statutory Rates

1. Access relevant settings
2. Update rates per latest regulations
3. Document effective date
4. Apply to next payroll

Tips

1. Test changes - Try configuration changes with test employee first
2. Document policies - Keep written records of all settings
3. Stay updated - Monitor for statutory rate changes
4. Audit regularly - Review configurations annually

See Also

• Benefits & Allowances
• Payroll Overview
• Staff Claims
• Payroll Reports