> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.mysyarikat.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# [Version 3.0] 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
![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_1qagtmg.png)
* Any Financial Claim application will continue to be counted in the payroll which will be included in the Additional Item section

![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_fewq10.png)
* 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

![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_ck42z3.png)
* 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

![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_1itdyul.png)
Step 3: On right Count approved Claim into Payroll  
Step 4: In the Choose Payment column, select the desired option

![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_z4nlc5.png)
Step 5: Fill in the information in the Claim Cut-off Date section  
Step 6: Click Save Changes

![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_1whtm2p.png)
|| Note: This section is the most important. We recommend that HR/Admin set the Financial Claim Cut-off Date based on the company's payroll cycle. Any setting that does not comply with this setting will be ignored

|| 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

* 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

![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_103utyw.png)
![](https://storage.crisp.chat/users/helpdesk/website/bfd54186502de00/image_119m1ir.png)
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  

* 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  

3. 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: