How to Set Up Payroll Module (HR Users)

Modified on Thu, 25 May, 2023 at 5:32 PM

A Complete Guide for Key Users

As a key user, you may be wondering where to start to set up the Payroll Module as this module is a crucial part of the payroll process.

In order to ensure the Payroll Process runs smoothly, we need to follow the steps accordingly. We have created a step-by-step guide for you.

You may navigate to our Need Help Button for the other information that is not enlisted in this guide :

Payroll Module Setting

1) Create Payroll Items ( Earnings / Deductions)

A place to define earnings and deductions items in the payroll process. The statutory settings of those items can be amended here.

Read the below articles on how to perform this:

How to add/edit payroll items? : Knowledge Base (freshdesk.com)

Payroll Item as Fixed Income Tax Base: Knowledge Base (freshdesk.com)

2) Payroll Policy Setting

Once you have set up the payroll item, we need to set the payroll policy setting based on the company policy.

Kindly read the listed article below:

3) Fixed Transaction/Individual Transaction

Fixed Transaction

Fixed transaction setting is the place to set the fixed allowance for the employee.

For the fixed transaction setup, you can refer to the below user guide:

Add Recurring Transaction for Employees: Knowledge Base (freshdesk.com)

Individual Transaction

The individual transaction is the screen to manually add and check our Earning, Deduction, Overtime, Unpaid, and Leave.

To find out more, click below article link :

Add Additional Transaction into Payslip before processing payroll: Knowledge Base (freshdesk.com)

4)Loan Management Setting

Our Worksy has a feature for loan deduction when processing payroll. Read the below user guide on how to set the Loan Management:

5)Festival Bonus

Malaysia has a lot of festivals festive, thus, to pay the Festival Bonus you can use this feature. Read the below user guide about the Festival Bonus setting:

Setting up Festival Bonus: Knowledge Base (freshdesk.com)

6)Saving Fund

The Savings Fund screen was specially developed to deduct the savings contribution of both employee and employer from foreign employees' payroll as our local statutory ( EPF, SOCSO, and EIS). Kindly refer to the below guidance:

7)Zakat

Normally Muslim employees will have zakat deductions in their payroll. Thus, here is the guidance on how to have a zakat deduction in the payslip:

Process Payroll

This is an important section in our system during the payroll week. There are two types of payroll processes which are:

1)Process Payroll for normal payroll

Once you have done checking all the Attendance, Leave and etc, you can process the payroll.

The below user guide will show you how to process the payroll:

Payroll Process - Monthly: Knowledge Base (freshdesk.com)

2) Bonus Process

If you wish to process payslips only for the Bonus, you can process the Bonus by using Bonus Process.

Read the below solution about the Bonus Process:

Payroll Control

Payroll Control allows you to lock a specified pay cycle to prevent further edits unless manually unlock.

You may read the below article to understand more about this feature:

Lock Pay Cycle: Knowledge Base (freshdesk.com)

Employee Payslip

1) Review Employee Payslip

After processing the payslip, the employer needs to double-check the employee's payslip.

For further information about the employee payslip:

Payroll Report

Employers need to generate the payroll report for HR/Finance reference. For additional details, please read the below articles:

Bank and Statutory Submission

Our Worksy system provides the Bank and Statutory submission by generating our text file and uploading it into the bank portal.

Read the below user guide for further information about bank and statutory:

Statutory Form

Here is the link to find the statutory form in our system: