ReadyPay TABLE OF CONTENTS. Year 2009 Upgrade for Ready Pay. Other New Features

Size: px

Start display at page:

Download "ReadyPay TABLE OF CONTENTS. Year 2009 Upgrade for Ready Pay. Other New Features"

Caroline McDowell
5 years ago
Views:

1 TABLE OF CONTENTS Year 2009 Upgrade for Ready Pay Year End Closing Updating UEN & CSN Generate CSN (CPF Submission Number) Generate IR8A Results Printing IR8A Forms: Printing Form IR8A Printing Form IR8E Printing Appendix 8A Forms Printing Appendix 8B Forms Printing IR8S Forms Sample of IRAS Forms IR8A / IR8E IR8A Appendix A IR8A Appendix B IR8S Other New Features Bank Disk Giro JP Morgan UOB (UITIddmmNN) QDE Pay Revision IR8A - Service Company Payslip for Sealable (Impact) Service Header Option With YTD Info With Acknowledgement Payroll Monthly Summary(Dept/Others) IR8A Appendix 8A Job Costing YTD Report Financial YTD Service Company Bank Report Report by Bank Launch Upload Site Payroll Computation Projection Option QDE Quarter Day Letter Writer Report Generator Reference AC Ready Software Pte Ltd 1-1

2009 YEAR END CLOSING & IR8A2009 PROCESSING UEN & CSN (CPF Submission Number) Year End Closing In the month of December, we do not have to do Month End Closing.

Current Month Year refers to the month and year which the Month End Closing is going to be done.

Close Monthly Transactions refers to the starting date and closing date of the Shift, Overtime, Leave and Pay Revision Transactions for the Month End Closing.

" > click Ok if you are the authorised person > you will see "warning messages" (see picture 1) > click OK > system will prompt you "Do you want to Backup before Year End

2 2009 YEAR END CLOSING & IR8A2009 PROCESSING UEN & CSN (CPF Submission Number) Year End Closing In the month of December, we do not have to do Month End Closing. We can goto Year End Closing directly. Last Closing Month Year refers to the month and year which the last Month End Closing was done. Current Month Year refers to the month and year which the Month End Closing is going to be done. Close Payroll Information Period refers to the particular month of the year which the Month End Closing falls in. Close Monthly Transactions refers to the starting date and closing date of the Shift, Overtime, Leave and Pay Revision Transactions for the Month End Closing. How to do Year End Closing Goto Process > Year End Closing > System will prompt you "This process should be done by the USER who can access all employees!" > click Ok if you are the authorised person > you will see "warning messages" (see picture 1) > click OK > system will prompt you "Do you want to Backup before Year End Closing?" please click YES if you have not backup your database (see picture 2) > After you backup your database you will see this message "Make sure all are logout. Do you want to continue?" click Yes if all user has logout from the system (see picture 3) > after that you will see Year end closing screen (see picture 4) click OK > you will see picture 5, click OK What will happen after you have done the Year End Closing is now your payroll will move to the next year (see picture before & after year end closing) and system will automatically create the calendar for the year (e.g. if you close 2008, it will create calendar for 2009) (Picture 1) (Picture 2) (Picture 3) Picture 4) (Picture 5) Before Year End Closing After Year End Closing 1-2 Ready Software Pte Ltd

3 Updating UEN & CSN After the year end closing, you may update the company profile. Enter UEN & CSN in Company Profile (see text field in redline) Generate CSN (CPF Submission Number) After updating the company profile system will auto-generate the CSN. There are 2 types of CPF submission : 1. CPF PAL-Internet Process > CPF/Bank Diskette/GIRO > CPF PAL-Internet > Normal Enter the Serial no if you have more than 1 CSN. 2. CPF Line Process > CPF/Bank Diskette/GIRO > CPFLine > Normal This submission is to transmit the file via Crimson Logic. Generate IR8A Results Before generating IR8A results, the following steps should be followed. 3.Do Process > Year End Closing(please skip if you have processed the year end closing). 4.Go to Setup > Allowance Etc. Parameters. Edit all the codes to enter correct IR8A line sequences as shown below. Ready Software Pte Ltd 1-3

The IR8A setup is explained below. IR8A No.

Allowance-Transport - 07 Entertainment - 08 Others - 06 & 09 d4) Gratuity - 10 Loss of Office - 15 Notice pay - 16 Ex-gratia - 17

5.Go to Process > Generate IR8A Results for generating IR8A results, make sure the year ending is 2008 (see the picture on the right).

4 The IR8A setup is explained below. IR8A No. in Setup a) Gross Salary - 01 b) Bonus - 03 & 11 c) Director Fees - 04 d1) Gross Commission - 02 d2) Pension - 05 d3) Allowance-Transport - 07 Entertainment - 08 Others - 06 & 09 d4) Gratuity - 10 Loss of Office - 15 Notice pay - 16 Ex-gratia - 17 Others - 18 d5) Retirement Benefits - 13 d6) Contribution by E'yer - 14 d7) From IR8S screen d8) From Appendix 8B d9) From Appendix 8A 5.Go to Process > Generate IR8A Results for generating IR8A results, make sure the year ending is 2008 (see the picture on the right). If you select this option, when you generate IR8A, you can view the makeup of IR8A income (Gross Salary, Fees, Leave Pay, Wages and Overtime pay ) and employee CPF. After generate IR8A, you can print a checking report also. 1-4 Ready Software Pte Ltd

If you select Include current year Bonus, the bonus paid in 2009 will also be

For this, you should have done Month end closing for the particular month.

$Go to Process > IR8A Forms \ PAT Line\ e-submission > Form IR8A \ IR8E \ PAT Line \$ e-submission > IR8A Results to check the results.

5 If you select Include current year Bonus, the bonus paid in 2009 will also be included in the IR8A. For this, you should have done Month end closing for the particular month. You can select Exclude Bonus option used to ignore the bonus paid in the particular months. For example if you enter 2008JAN, the bonus paid in January 2008 will not be included for IR8A. 6.Go to Process > IR8A Forms \ PAT Line\ e-submission > Form IR8A \ IR8E \ PAT Line \ e-submission > IR8A Results to check the results. You may wish to edit the Results here. Here you can print IR8A form for the current employee using Print button. If you want to generate the IR8A again, you can do in this screen itself by clicking Generate IR8A button. This will erase all your edited values on the screen and refresh the values. Page 1 Page 2 Page 3 Page 4 Ready Software Pte Ltd 1-5

Some employees might have resigned and joined again in the same year. In employee master, there will be two records for the same employee as well as in IR8A Results.

You will get combined IR8A Results. Printing IR8A Forms: Printing Form IR8A : This option is used to print IR8A forms. If you select Pre-Printed form option, you have to select the printer type.

3 Ply will print the form with font size 11. If you are printing on plain A4 paper, Laser sealable advice on laser or impact printers select the option Full Printing.

6 Some employees might have resigned and joined again in the same year. In employee master, there will be two records for the same employee as well as in IR8A Results. You may want to combine these two results into one. Go to the latest IR8A record and click the Combine button. Select the earlier employee record s employee number and click OK. You will get combined IR8A Results. Printing IR8A Forms: Printing Form IR8A : This option is used to print IR8A forms. If you select Pre-Printed form option, you have to select the printer type. If you are using Pre-Printed form on Laser Printer, select the Laser Printer Option. If you select Impact, you have to select the pre-printed form type. 2 Ply will print the form with font size Ply will print the form with font size 11. If you are printing on plain A4 paper, Laser sealable advice on laser or impact printers select the option Full Printing. You can print the sealable form on Impact printer also using the option Sealable form Impact Normally, the registered company name will be printed on the IR8A form. If you want to print the company name From Employee Master > Service page, you can print by getting a licence from ReadySoftware Pte Ltd. 1-6 Ready Software Pte Ltd

If you don t have license for Multi-Company, you can not use this option. Using the Edit button, you can enter a long company name. Because in employee master, you can have only 20 characters.

If you want to keep confidentiality, you can print on laser sealable forms or on pre-sealed pay advice using impact printer.

IR8A details are downloaded into a text file through this option. You can use this file to send via IRAS e-submission. For IRAS e-submission, each employee needs an ID.

7 If you don t have license for Multi-Company, you can not use this option. Using the Edit button, you can enter a long company name. Because in employee master, you can have only 20 characters. Printing IR8E forms : Employee Earning Statement Those who are sending IR8A information through IRAS e-submission, you can print IR8E form and give it to employee. The IR8E can be printed on A4 paper. If you want to keep confidentiality, you can print on laser sealable forms or on pre-sealed pay advice using impact printer. Please contact our customer service to purchase laser sealable forms or pre-sealed advice. IRAS e-submission This option is used to send the IR8A details through modem or Internet. IR8A details are downloaded into a text file through this option. You can use this file to send via IRAS e-submission. For IRAS e-submission, each employee needs an ID. You need to instruct the system, where the ID is taken from the employee master. You can select NRIC No./FIN or Income Tax number or Pass/Permit/PR No. Likewise, assign the nationality code also. Header Details screen stores the information, like Payer ID, ID Type, RCB Number etc. Please make sure to enter the UEN (Unit Entity Number) in the header record details Ready Software Pte Ltd 1-7

$After clearing the last year data and when you click this button, current year IRAS e-submission details are taken from PROCESS > IR8A Forms \ PAT Line \ e-submission > IR8A Results.$

8 After clearing the last year data and when you click this button, current year IRAS e-submission details are taken from PROCESS > IR8A Forms \ PAT Line \ e-submission > IR8A Results. Note: You cannot edit any values of generated IR8A. If you want to edit, please go to Process > IR8A Forms \ PAT Line \ e- Submission > IR8A Results, edit there. Using Edit button, you can edit only IRAS e-submission related settings. This button is used to bring the latest changes made in Employee master screen such as employee s address or IC number, date of birth etc.., To bring the latest IR8A details from Process > IR8A Forms > IR8A Results, click this button. If you don t want to include the particular employee into IRAS e-submission, check this box. This option creates a text file which contains all the IRAS e-submission information. You may send the file ESUBIR8A.TXT via IRAS e-submission. 1-8 Ready Software Pte Ltd

e-submission requirements. Click the `Show button. You will get the following screen. There you can enter IR8A Appendix details.

9 Printing Appendix 8A Forms: - Value of Benefits-in-kind. For those who are using IRAS e-submission, please select For IRAS e-submission section, where system checks many validations according to the IRAS e-submission requirements. Click the `Show button. You will get the following screen. There you can enter IR8A Appendix details. The formula for calculating the furniture value is No. of days = No.of Units * Rate per month * 12 * For Example, No. of Units = 5 Rate per Unit = 10 Value = 5 * 10 * 12 * 365 / 365 = Click the `Print button of main menu, to print the reports. Ready Software Pte Ltd 1-9

In Page 8, you can view the total value of benefit-in-kind amount.

$You can check this in Process > IR8A Forms \ PAT Line \ e-submission > IR8A Result screen.$ click details (show) button. You can enter the Information for section A to D and Print.

click details (show) button. You can enter the Information for section A to D and Print.

10 In Page 8, you can view the total value of benefit-in-kind amount. When you save this record, this amount is posted to IR8A data under the item number d9 of income details. You can check this in Process > IR8A Forms \ PAT Line \ e-submission > IR8A Result screen. Printing Appendix 8B Forms: Details of Gains or Profits from Employee Stock option (ESOP) Select IR8A Appendix 8B, click details (show) button. You can enter the Information for section A to D and Print. The total amount is posted to IR8A data under the item number d8 of income details. You can check this in Process > IR8A Forms \ PAT Line \ e-submission > IR8A Result screen. Printing IR8S Forms: 1-10 Ready Software Pte Ltd

If you have Ready Email You can prepare IR8S for Ready Email by clicking on

Click Yes (see picture) Click Ok and the system will copy the file for Ready Email.

11 If you have Ready You can prepare IR8S for Ready by clicking on " " button (see picture). Click Yes (see picture) Click Ok and the system will copy the file for Ready . This screen allows you to set your preferences to process IR8S. This button is used to calculate the IR8S details. Ready Software Pte Ltd 1-11

This button is to show the IR8S details or results. Click the `Show button. You will see the following screen, You can edit IR8S details if necessary.

12 This button is to show the IR8S details or results. Click the `Show button. You will see the following screen, You can edit IR8S details if necessary. REFRESH This button is used to calculate the details again. Your previously edited values will be erased. CPF PAID This button is used to view and print the excess CPF paid details. This button is used to print the employees who is eligible for IR8S submission. This button is used to print the history payroll information for checking the IR8S information Ready Software Pte Ltd

13 Sample of IRAS Forms IR8A / IR8E Ready Software Pte Ltd 1-13

14 IR8A Appendix A 1-14 Ready Software Pte Ltd

15 IR8A Appendix B Ready Software Pte Ltd 1-15

16 IR8S 1-16 Ready Software Pte Ltd

Enhance Citibank- GDFF and Standard Chartered(iPayment) to capture

17 Other New Features Bank Disk Giro Include JPMorgan Chase (IBGINTAP) Bank Disk Giro. Enhance Citibank- GDFF and Standard Chartered(iPayment) to capture 2nd bank account. In UOB UITI Bank Disk Format - add service option Normal or Express. Ready Software Pte Ltd 1-17

Include New Salary in Quick Data entry Quick Data Entry

$select service company in IR8A IR8A Forms \ PAT Line \$ e-submission > Form IR8A/IR8E/PAT Line/e-submission

18 Include New Salary in Quick Data entry Quick Data Entry > Pay Revision Tick New Salary Enter New Salary MVC Date of Revision Rounding Revision Type Include option to select service company in IR8A IR8A Forms \ PAT Line \ e-submission > Form IR8A/IR8E/PAT Line/e-submission Click Click Select the company Click Ok 1-18 Ready Software Pte Ltd

19 Payslip to have header selection for Department / Division Report > Standard Reports > Payslip / eforms > Payslips Click Payslip for Presealed (Impact) Click Select service option Click OK Ready Software Pte Ltd 1-19

20 If you select Division, the payslip header will show as a Division (see red circle) Payslip for Sealable (Impact) Added are YTD Payslip and 1-20 Ready Software Pte Ltd

21 Payslip with Acknowledgement Ready Software Pte Ltd 1-21

22 Payroll Monthly Summary Introduce new report for PMS->By Dept/Others to include Report Format Options of One Line Ready Software Pte Ltd

23 IR8A Appendix 8A - Allow users to change No. of Days to specify exact number of days the person stay. - Allow to provide No. of employees sharing the Quarter to provide apportion computation. Job Costing In Job Costing, by Hours include YTD Job Costing. Ready Software Pte Ltd 1-23

24 Financial YTD Report In YTD Financial by Company, provide option to print service for companies having multi-company licence. Bank Report In Reports->Standard Report->Bank Report, Include Report by Bank. Also provide currency option to display in the report Ready Software Pte Ltd

Payroll Computation Include option for fixed and single in the

25 Launch Appload Site In CPF Banks...->Launch Upload, include Upload Sites screen for easy site navigation. Payroll Computation Include option for fixed and single in the projection for OW during payroll computation. Bt default only Fixed Allowance is selected. Ready Software Pte Ltd 1-25

employee. Report > Letter Writer How to create a New Letter Click Add button.

26 Quick Data Entry In QDE Calendar Code Setup, add option for Quarter Day. LETTER WRITER is used to create letter such as confirmation and promotion letters for your employee. Report > Letter Writer How to create a New Letter Click Add button. Enter Letter Code and Description. Once selected the data item will appear as <<Employee Name>> for employee name 1-26 Ready Software Pte Ltd

27 Click on to select the necessary items from Fields to choose from. Type the matter you want to include in the Letter Header (max. 4 lines) & Letter Details (unlimited). Click Yes to save. Click Show to preview the letter You can also include the company logo in the letter, Untick to exclude. Click on button and the screen on the right will appear. Type the Code or Description of the letter and click Ok to find. Ready Software Pte Ltd 1-27

REPORT GENERATOR Report Generator Enhancements. Include items for Highest Qualifications, YTD Items, spouse and emergency contact Include "Resigned date on or after" option in report printing.

28 REPORT GENERATOR Report Generator Enhancements. Include items for Highest Qualifications, YTD Items, spouse and emergency contact Include "Resigned date on or after" option in report printing. Allow users to create report in report generator for no rights to basic pay but will display zero out the amount concerning pay. Include SDF format in export to file. Include job class, career path, branch, base, supervisor and superior in ReadyPay report generator if integrated with Readystaff or Readyleave. Provide section grouping to accommodate those companies who have more than 300 transaction codes. Add paper size option in report generator Ready Software Pte Ltd

User Guide on Jobs Bank Portal (Employers)

User Guide on Jobs Bank Portal (Employers) Table of Contents 1 INTRODUCTION... 4 2 Employer Dashboard... 5 2.1 Logging In... 5 2.2 First Time Registration... 7 2.2.1 Organisation Information Registration...