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HR & Payroll Module

1. Module Overview

The HR & Payroll Module centralizes all human resource operations — from employee onboarding and department assignments to attendance tracking, leave management, and payroll processing. It integrates with Financial Accounting for salary postings and with Claims for reimbursement workflows.

Business Value:

  • Single source of truth for all employee data across the organization
  • Automated payroll calculations reduce manual errors and ensure timely payments
  • Leave and attendance tracking provides accurate workforce availability data
  • Integrates with Claims module for seamless expense reimbursement

2. Key Concepts & Terminology

TermDefinition
Employee RecordThe master data profile for each staff member including personal details, department, position, and compensation.
Payroll RunThe periodic process of calculating gross pay, deductions, statutory contributions, and net pay.
Statutory DeductionMandatory contributions (EPF, SOCSO, EIS, PCB in Malaysia) automatically calculated during payroll.
Leave EntitlementThe allocated number of leave days per leave type (annual, medical, etc.) assigned to employees.

3. Included Applets

AppletPurpose
Employee Maintenance AppletManage employee master records — personal details, department, position, and contact information.
Employee AppletEmployee self-service portal for viewing payslips, leave balances, and personal information.
Claim Applet(Shared from Claims Module) Employee expense submission and tracking.

4. Standard Business Workflows

Workflow 1: Employee Onboarding

Offer Accepted ──▶ Employee Record Created ──▶ Department Assigned ──▶ System Access Granted ──▶ Payroll Enrolled

Workflow 2: Monthly Payroll

Attendance Collected ──▶ Leave Deductions Applied ──▶ Payroll Calculated ──▶ Payslips Generated ──▶ Bank Transfer ──▶ GL Posted

5. Roles & Permissions

RolePrimary AppletsKey Responsibilities
HR AdministratorEmployee MaintenanceCreate/update employee records, manage departments
Payroll OfficerEmployee Maintenance, Financial AccountingRun payroll, generate payslips, process bank transfers
EmployeeEmployee AppletView payslips, leave balance, personal details
Department ManagerEmployee Maintenance (read)View team members, approve leave requests

6. Prerequisites / Initial Setup

  • Core Module — Organisation with departments and positions defined
  • Employee records imported or created
  • Salary structures and deduction rules configured
  • Statutory contribution rates (EPF, SOCSO, EIS, PCB) entered
  • Leave types and entitlements defined
  • Payroll bank account registered in Cashbook

7. FAQs & Troubleshooting

Q: An employee’s EPF contribution seems incorrect. Where do I check? A: Review the employee’s salary structure and EPF category in their Employee Maintenance record. Ensure the statutory rate table is current.

Q: Can employees view their own payslips? A: Yes, through the Employee Applet self-service portal.

Q: How does payroll connect to the General Ledger? A: Payroll postings are generated as journal entries in the Ledger & Journal Applet, debiting salary expense accounts and crediting liability/bank accounts.