Getting started with EasyWork Payroll is as easy as pie.


Step 1: Enter the company information

Step 2: Enter and set up the company payroll details

Step 3: Enter and set up payroll items

Step 4: Enter and update the employees' information

Step 5: Enter and update the employees' payroll history data

Step 6: Set up employees’ monthly recurring payroll items(Optional)


Step 1: Enter the company information

 
Go to menu Settings > Company Details

Company information like name and address(Address + Postcode + City + State + Country) will be displayed in the payslips and the statutory reports.



Step 2: Enter company payroll details


Go to menu Settings > Scroll down to Module Settings > Click Payroll > Switch to the tab "Company Payroll Information"


(A) Bank Information


Bank information is mandatory to generate the payroll files upon payroll completion. You can then upload it to your bank to process payments for employees’ salaries and statutory bodies(LHDN/KWSP/PERKESO).


Note: Company Organization Code is given by the bank. Only CIMB needs this.



(B) Statutory Information


This information is needed for generating monthly and yearly statutory files(like PCB/EIS/SOCSO text files, EA Form, and E Form)


If your company is obligated to pay the HRDF contribution, you can select the rate accordingly. Otherwise, set it to "None".



Step 3: Enter and set up payroll items


Go to menu Settings > Scroll down to Module Settings > Click Payroll > Switch to the tab "Payroll Items Settings"


EasyWork has added adds the frequently used Addition & Deduction payroll items and their correct settings for you. You may add a custom payroll item if necessary. These payroll items would be used in the following step when updating employees' payroll history data.


Please make sure the setting especially "Included In", "Statutory", "EA Form Field" and "Monthly Recurring" is set correctly for a correct calculation in your payroll. 



Step 4: Enter and update the employees' information


Full employee details and payroll details are required for running a payroll. Our "Bulk Upload" feature can allow you to mass update the existing employees' information or mass import new employees in a fast and effective way.


i) Menu Employee > Click the "Bulk Upload" button.

ii) Select the template "User info + payroll detail“ and download the template.

iii) Open the spreadsheet and fill up all the necessary info in the sheet "Personal Info". Fill up the info by following the instructions/format given on the sheet "Instructions".

iv) Upload the spreadsheet. 


**Please update the fields with the exact information accordingly if you encounter an error while uploading based on the error message returned.



Step 5: Enter and update the employees' payroll history data


This part is crucial for ensuring an accurate PCB calculation and for E/EA Form purposes.


i) Menu Settings > Scroll down to Settings, click "Payroll"

ii) Select the payroll items and tax relief items that you would like to add. Then, download the template. 

iii) Open the spreadsheet and fill in the info 

  • Payroll History: For uploading the previous months' payroll of the company before you start using EasyWork Payroll.
  • Previous Employment: Did the employee work at a previous company this year? If yes, please update their payroll record before joining the company.

iv) Upload the spreadsheet.


**All the employee records will be exported with their user id and names.

**Please update the fields with the correct information accordingly if you encounter an error while uploading based on the error message returned.



Step 6: Set up employees’ monthly recurring payroll items(Optional)


It is an optional step. If the employee is entitled to a monthly parking allowance, for example, you may follow this step to set the item as his monthly recurring payroll item. 


You only have to set it once. When you create a new payroll cycle, the monthly recurring item would be added to the cycle automatically.


Method 1: Set up from Payroll Items Settings


i) Go to menu Settings > Scroll down to Module Settings > Click Payroll > Switch to the tab "Payroll Items Settings".

ii) Search the item and click pencil icon to do update

iii) Remember to set it as "Monthly Recurring" and select the employee.



Method 2: Set up from Employee Profile


i) Employee Management > click on the employee to update > On Employee Profile, switch to tab "Payroll" > Payroll Details

ii) On Payroll Details part, click "Add Payroll Item" > Select item > Enter amount > Save