The Personal Info Screen is divided into several sections.
Insert : Add new staff.
Edit : Make changes to staff
Confirm : Click Confirm to save changes. Changes will not be saved unless you click Confirm.
Cancel : Click to Cancel changes. All changes made will be removed.
Delete : Delete will remove Staff from the database.
Refresh : Refreshes data from the database.
Employee No. can be anything from 1 to 10 characters. The values can be numbers or alphabets. Employee No. must be unique and cannot be changed. If you enter the wrong employee number, delete the staff and enter again.
Next, enter name and basic salary. The other fields are optional.
The default EPF / SOCSO and PCB settings are set automatically. Change only if needed. You can set these fields to “No” for foreign workers.
EPF : Choose the appropriate category. 8% and 4% are fixed and cannot be changed, but the values for 11%, Age > 60, Foreigner and Special Rate can be edited in the Default screen
SOCSO : Category 2 is for age 55+, 60+ and injured.
Resident Status : By default, staff are set as resident. For tax calculations, an Individual is considered Non-Resident if the individual is present in Malaysia for less than 182 days during the calendar year. This applies to both citizens and foreigners.
Marital Status : This setting is mandatory for proper PCB calculations.
Children below 18 : Set number of dependent children below 18. For children in tertiary education and special need, go to Detail Settings page. These children have very much higher income tax deduction.
EPF No. & Income Tax No. : Enter as required. Please note that SOCSO uses the IC no and therefore not required.
Citizenship : Does not affect calculations
Country Code : Used in CP39 Form. Country code values can be found here : http://edaftar.hasil.gov.my/getnegara.php
CF Leave Days : Number of leave days carried forward from previous year.
Annual Leave Days : Eligible annual leave for current year.
Eligible Medical Leave : Eligible Medical leave for current year.
Hourly Rate : Enter Hourly rate if it does not follow the default value of Basic / 26/ 8. The setting will override the default values.
Daily Rate : Same as above, but hourly rate will override Daily rate.
Payment Method : Does not affect calculations
Detailed Tax / Other Information
This screen stores detailed tax information and other relevant personal information.
Section 1 is used to store additional information about the staff. These fields do not affect the calculations
EA / PB Information
The extra fields here are :
Disable Individual : Higher deduction for tax calculations.
Disabled Spouse : Additional deduction for tax calculations.
Children Details : There are additional settings for Diploma / Degree and Disabled children. Staff are eligible for very high tax deductions for these children.