[Version 2.0] Financial Claim Automatically In Payroll (Claim Automatic In Payroll)

• The MySyarikat system will help in calculating the amount of Financial Claims applied for by employees in salary processing. The HR/Admin side needs to set this function in System Setting > Payment > Claim Setting

• Any Financial Claim application will continue to be counted in the payroll which will be included in the Additional Item section

• The MySyarikat system allows HR/Admin to make a choice whether the amount of Financial Claim goes into Payroll only, Payment Voucher only or both

• Financial Claims Setup

For the setup of Financial Claim, HR/Admin can refer to the steps below:

Step 1: Click System Settings

Step 2: Click Payment

Step 3: On right Count approved Claim into Payroll

Step 4: In the Choose Payment column, select the desired option

Step 5: Fill in the information in the Claim Cut-off Date section

Step 6: Click Save Changes

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b) For a month that has a total of 30 days such as September, if the amount in the Claim Cut-off Date column is entered as 31 days of the month, for the October payroll, the cycle cut off date that will be included in the payroll is from 30/9/2023 to 30 /10/2023

• Additional Notes for HR/Admin

For the Financial Claim amount to enter the payroll automatically:

1. Staff need to apply for Financial Claims first

2. HR or Approval must approve the Financial Claim according to the cycle cut-off date of the Financial Claim.

• To check the cut-off date in System Settings you can follow the steps below:

i. Click System Settings

iii. Click Payment

iii. Check on the Claim Setting

iv. Click and check on the Claim Cut-off Date

Example:

a) If the amount in the Claim Cut-off Date column is entered on the 31st day of the month, for the November payroll, the cycle cut-off date that will be included in the payroll is from 31/10/2023 to 30/11/2023

b) For a month that has a total of 30 days such as September, if the amount in the Claim Cut-off Date column is entered as 31 days of the month, for the October payroll, the cycle cut-off date that will be included in the payroll is from 30/9/2023 to 30 /10/2023

3. Payroll is generated after all Financial Claims are approved in the Overtime cut off-date cycle

If the payroll is generated a new Financial Claim is applied & approved, the amount of the Financial Claim is not included in the payroll

The amount of the Financial Claim must be entered manually into the payroll

• How to Update the Amount of Financial Claims in Staff Payroll

To enter or update the Financial Claim amount in the payroll, HR/Admin can refer to the following tutorial link:

https://mysyarikat.crisp.help/en/article/version-20-how-to-updateedit-financial-claim-in-staff-payroll-1k1y219/?bust=1706933465818

Updated on: 16/03/2024