Adding an Employee

Once you have set up your business, the first step is to add an employee. There are 3 methods to adding employees:

  1. Employee Self Setup. Click here to read instructions on this process; or
  2. Importing an employee file. Click here to read instructions on this process; or
  3. Utilising the Employee Wizard.

This article will provide assistance in setting up an employee using the Employee Wizard. 

If you wish to add a contractor to your business, refer to the Adding a Contractor support article.

From your business dashboard, you can click on 'Add Employee' text or the 'Add Employee' button as shown below. This will initiate the simple 4 step Employee Wizard process.

Step 1. Personal Details

The following fields in Personal Details must be completed in order to progress to the next screen:

First Name

      1. First Name
      2. Middle Name
      3. Surname
      4. Legal name: (Optional) Legal name will be used to populate the Statutory reports/forms. If Legal name field is blank then the employee's First name and Surname will be used.
      5. Date of Birth (required)
      6. Gender (required)
      7. Residential address type.
      8. Residential Address (required)
      9. Postal Address (if same as Residential)
      10. Email Address, if "Employee Notifications" = Email
      11. Mobile Phone, if "Employee Notifications" = SMS. Must be a valid local number, and any international number must include the country code - and still be a valid number.
  • The title field is optional.
  • The gender field will auto-populate with 'unspecified' and this can be overridden. 
  • When entering an address, auto-complete suggestions may be presented. To pre-fill an address, click on a suggestion. This will also auto complete the Residential City field. If the suggestions are not adequate or the employee lives overseas you will need to tick the checkbox Enter Residential Address Manually. This will open additional fields and all fields (other than Residential Address Line 2) must be completed. Also note that, outside of Country, all other fields are free text so there will be no validation done to ensure the address is correct.   
  • If the employee's postal address is different to their residential address, untick the Postal Address is the same as Residential Address checkbox. Additional fields will appear where you can enter the postal address details.                                                                                                       
  • The Employee Notifications setting controls if/how the employee will be notified when new pay slips are available, when leave requests and/or expense requests have been actioned by their manager, rostering notifications and so forth. If you do not want an employee receiving any notifications, select "None". If the option "Manual" is selected, employees will not receive any notifications however payroll will be able to easily view/download pay slips just for 'manual notification' employees so they can then print these pay slips only and issue to the employees.   
  • The Self-Service setting controls whether the employee will have access to their employee portal (where they can view their pay slips, apply for leave, action shift requests, etc). If you select "Yes", the employee will be sent an email or SMS (depending on their notification setting) with instructions on how to set up their password and log into their portal. 

Add_Employee_MY.jpg

Step 2. Employment Details

This section allows the user to configure the pay details for the employee such as rate of pay, pay schedule and primary location.

Pay Rate Template

Employing Entity

Start Date: Compulsory field. Select the employee's start date. 

Employment Type: Compulsory field. Employment type options are Full Time, Part Time, Casual. 

Primary Location: Compulsory field. The primary location value is the location that will be assigned as the employee's default location. If the employee will be working in more than one location you can select multiple locations once you have completed the employee wizard. You can attach more than one location to an employee via the "Locations" screen within their employee details file.

You can also create a new location from the Primary Location field by clicking on '+ Add New' in the drop down. 

Pay Schedule: Compulsory field. Pay Schedule options can be Weekly, Fortnightly, Monthly, Twice Monthly. You can set up your pay schedules via your business pay schedule settings which will then appear in the Employee Wizard to select from. 

Pay Rate: Compulsory fields. If you are paying an employee an annual salary, ensure you enter the annual salary in the Pay Rate field and then change "per Hour" to "per Annum". Similarly for per day pay rate and changing "per Hour" to "per Day".  

Primary Pay Category: Compulsory field. Pay Categories are used to define the rates that employees are paid. Primary default pay category options are generally: Permanent Ordinary Hours, Casual Ordinary Hours, as well as a list of Leave pay categories. You can set up different pay categories based on your company's structure and requirements. 

ESCT Rate %: This will automatically apply the ESCT percentage rate once the Pay Rate details have been entered. However you can override this rate by ticking the "Override ESCT Rate?" checkbox.

Leave Allowance Template: Optional field. Leave allowance template default options are 'First 6 months of employment' and 'Thereafter'.  Further reading on leave allowance templates can be found here. This field is not compulsory, however if you do not assign anything here, employee leave accruals may be incorrect. 

Leave Year Starts: This field will appear where you have selected a Leave Allowance Template that includes the 'Based on employee's leave year setting' and also if you are using the system default leave allowance templates. Leave year start options are 'Employee's start date' or 'A specified date'. Where 'A specified date' is selected, a date picker will appear for you to enter in the correct specified date to ensure accurate calculation of leave entitlements for the employee. If you are using the system default leave allowance templates, you should select 'A specified date' and then enter the date 6 months after the employee's start date. The reason for this is so that Sick Leave and Domestic Violence Leave entitlements hit the employee's leave balance at the correct time. 

Timesheets: Optional field. Timesheet options are 'Do not use timesheets' and 'Use timesheets'. If the employee is not required to submit timesheets in order to get paid and/or are paid their set number of hours by default, select 'Don not use timesheets'. This will then activate the setting for the employee to be paid the number of hours set in their file by default in the pay run.

Once all Employment details have been entered in, click on the 'Next' button to continue to the next step. 

employment_Details_MY.jpg

Step 3. Banking Details

This step requires the Employee's banking details.

Banking

Entering in the employee's bank details are compulsory.

  • Bank details: There are 3 options of Electronic (via a bank file), Manual deposit, or Cash/Cheque.
  • Account Name is auto-filled from the employee's name. You can manually delete the auto-filled account name and enter in the account name as well. 
  • Account Number is 15 or 16 digits which consist of the bank code, account number and suffix. 
  • Bank.
  • Branch Code.

Once the Banking details are complete, click on the 'Next' button to continue to the next step. bank_details_my.jpg

Step 4. Statutory Details

This section is for entering the tax code declaration information for the employee. 

  • Income Tax Number
  • Married Status
  • Dependent Children
  • Residence Status: Non Resident/Resident
  • Residence Type: Malaysian/Non-Malaysian/Permanent Resident of Malaysia
  • Worker status: Normal/ Returning Expert Program/Knowledge Worker
  • Identity Card Number
  • EPF Number
  • SOCSO: Not Applicable/Employment Injury and Invalidity Scheme/Employment Injury Scheme.

Statutory_MY2.jpg

Setup is complete. 

If you have any questions or feedback please let us know via support@yourpayroll.io

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