When would you require to use it?
The employee may resign/leave the company in the middle of the year and you might need to prepare & render the EA Form for him. In EasyWork, you can do it in their employee profiles.
Step by step to generate EA Forms for individual employee
Below are the steps to generate, release and download the EA Forms. Employees only can view/download their EA Forms once HR has released them.
Step 1: Ensure payroll items are set correctly in EA Forms
Step 2: Access to employee profile
Step 3: Generate EA Form and verify details & amount
Step 4: Release EA Form
Step 5: Employee downloads EA Forms
Step 1: Ensure payroll items are set correctly in EA Forms
- To create/update custom payroll items, you can locate them under Settings > Payroll > Payroll Items Settings.
- After filling in the name, category, and statutory, assign an appropriate EA Form Field to the item. For more details, please refer to KB: How to set payroll items correctly in the year end forms (E/EA Form)?
Step 2: Access to employee profile
Menu Employee > On Employee Management, click the employee > Enter employee profile, tab Payroll > Tab Forms
Step 3: Generate EA Form and verify details & amount
ii) Select the year of the EA Form
iii) Click Generate EA Forms
iii) EA Form generated and automatically download a copy of form.
iv) Open the EA Form. Verify the employee details, EA fields and their amounts, and statutory contribution paid.
Step 4: Release EA Form
After making sure the EA Form details are correct, you may consider releasing the EA Form to the respective employee.
Note:
- You must release the EA Forms to complete the process. Otherwise, the employees can't view or download it from their profiles.
i) Click Release EA Forms
ii) Confirm to release of EA Forms.
iii) After release, the finalized EA Form will be returned.
iv)(Optional) You can download the EA Form for future reference or email it to the respective employee.
Step 5: Employee downloads EA Forms
After releasing the EA Forms, the employee may access his EA Forms from his profile.
i) Click on the avatar > Click Profile > Tab "Payroll" > Forms > Select Year
ii) The EA Forms will be shown. You may download it.
