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    UBS Lesson 1

    Uploaded by

    Yau Xiang Ying
    This document provides instructions for setting up payroll in UBS Payroll software. It outlines 8 steps: 1) setting up the company and payroll information like payments, allowances, deductions, overtime, working hours, and shift allowances, 2) adding employee master files including personnel details, pay rates, settings, and allowances, and 3) updating annual and medical leave balances. The goal is to configure the necessary payroll tables and add employee data in preparation for processing payroll.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    UBS Lesson 1

    Uploaded by

    Yau Xiang Ying
    115 views4 pages
    This document provides instructions for setting up payroll in UBS Payroll software. It outlines 8 steps: 1) setting up the company and payroll information like payments, allowances, deductions, overtime, working hours, and shift allowances, 2) adding employee master files including personnel details, pay rates, settings, and allowances, and 3) updating annual and medical leave balances. The goal is to configure the necessary payroll tables and add employee data in preparation for processing payroll.

    Original Description:

    UBS Lesson 1

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    This document provides instructions for setting up payroll in UBS Payroll software. It outlines 8 steps: 1) setting up the company and payroll information like payments, allowances, deductions, overtime, working hours, and shift allowances, 2) adding employee master files including personnel details, pay rates, settings, and allowances, and 3) updating annual and medical leave balances. The goal is to configure the necessary payroll tables and add employee data in preparation for processing payroll.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    115 views4 pages

    UBS Lesson 1

    Uploaded by

    Yau Xiang Ying
    This document provides instructions for setting up payroll in UBS Payroll software. It outlines 8 steps: 1) setting up the company and payroll information like payments, allowances, deductions, overtime, working hours, and shift allowances, 2) adding employee master files including personnel details, pay rates, settings, and allowances, and 3) updating annual and medical leave balances. The goal is to configure the necessary payroll tables and add employee data in preparation for processing payroll.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    UBS Payroll

    Lesson 1

    COMPANY SETUP AND ADD EMPLOYEE

    STEP 1: SET UP THE COMPANY & PAYROL INFORMATION

    1. Companys detail

    Menu: Housekeeping Setup Parameter Setup


    o Enter companys particulars
    o This month = 1
    o This year = 2013

    Click Pay Calculation and other tabs


    o Explore

    2. Payments

    Menu: Housekeeping Setup Table Maintenance Payment Table


    o Line 4: Commission subject to EPF only and deducted directly

    3. Allowances

    Menu: Housekeeping Setup Table Maintenance Allowance Table


    Key in these allowances in the appropriate lines and click the right checkboxes:

    Line Items EPF SOCSO TAX


    1 HANDPHONE X X X
    2 TRAVELLING X X X
    3 INCENTIVE X X X
    4 LUNCH X X
    11 SHIFT ALLOWANCE X X X
    12 TIP ALLOWANCE X X

    Click Next key in the type of allowance as follows


    o Line 1: Handphone F

    1
    o Line 2: Travelling F
    o Line 3: Incentive - V
    o Line 4: Lunch D

    Click Next Erase the AW for Handphone, Travelling and Incentive

    4. Deductions

    Menu: Housekeeping Setup Tables Maintenance Deduction Table


    o Line 1: Key in HOSTEL

    5. Overtime

    Menu: Housekeeping Setup Table Maintenance Overtime Table


    Change the OT Table 1 as follows

    Lin Description Ratio EPF SOCSO TAX HRD


    e
    1 NORMAL OT 1.0 X X X
    2 REST OT 1.5 X X X
    3 PUBLIC OT 2.5 X X X DO NOT
    4 (Delete the description) MARK
    5 RESTDAY 2.5 X X X
    6 PUBLIC HOL 3.0 X X X

    6. Working hours

    Menu: Housekeeping Setup Table Maintenance Working Hours Table


    o No change

    7. Shift allowances

    2
    Menu: Housekeeping Setup Tables Maintenance Shift allowance table
    Enter the following in the shift table

    Table Description 8.00AM 4.00PM 12.00AM


    1 LINE 1 2.00 3.50 5.00
    2 LINE 2 4.00 6.00 8.00
    3 LINE 3 5.00 7.50 10.00

    8. Month-end updates

    Menu: Housekeeping Setup Tables Maintenance Month End Update table


    Click:
    o Update basic rate from master
    o Update holidays
    o Update leaves into payroll
    o Update loan deductions into payroll

    STEP 2: ADD EMPLOYEES INFORMATION

    1. Update employee master file

    Menu: Personnel Add Employees/Update

    Personnel Details
    Employee # E001 E002 E003
    Name ALEXANDER AQIL YVONNE YAP HANS HANSARAJ
    Sex MALE FEMALE MALE
    Race MALAY CHINESE INDIAN
    Bumiputera YES NO NO
    Marital Status MARRIED SINGLE MARRIED
    # Children (TAX) 2 - 3
    Tax deduction for NO - YES
    spouse?

    Pay

    3
    Date Commence 01/01/2005 01/06/2008 01/12/2011
    Basic Rate RM5,300.00 RM2,000.00 RM2,800.00
    Pay Rate Type MONTHLY MONTHLY MONTHLY
    Pay Status ACTIVE ACTIVE ACTIVE

    Settings
    Working hours table 2 1 1
    Shift Allowance - 2 3
    Table
    No of Payment/ 1 1 1
    Month

    Allowance
    Meal - RM3/day RM5/day

    2. Update annual leave and medical leave

    Menu: Personnel Update Leave/ Fund Entitled


    Key in:

    Employee # E001 E002 E003


    AL B/F 3 days - 5 days

    Click:
    o Generate
    o Annual Leave Entitled (Generate)
    o Medical Leave Entitled (Generate)

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