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This article provides an overview of a typical payroll journey, from initial system configuration to monthly and yearly payroll and statutory completion.

Each section includes links to the detailed guide.

Initial Configuration:

Complete the initial setup to ensure smooth daily operations and accurate payroll processing.

1. Company Profile Setup
   
   Maintain essential company information and pay details to support accurate payroll processing and report generation.
   
   

2. Working Calendar and Company Structure
   
   Define working calendar(s) including public holidays, work hours and rest days. Set up company departments and configure employee code format for efficient employee onboarding and grouping process.
   
   

3. Payroll Configuration
   
   Configure payroll periods, payroll items, formulas and overtime items. These settings allow payroll components to be calculated automatically and reflected accurately on employees’ payslips.
   
   

4. Leave Configuration
   
   Set up leave-related settings such as leave unit, leave type and entitlement group to enable leave applications and assign employees to different leave entitlements.

5. Onboarding of Employees
   
   Create employee records manually or bulk upload via excel import. Maintain employee records including personal information, family and emergency details, career and education details, work calendars, HR letters, payroll details, payroll items, leave entitlements, leave approvals, user access and submit OED documents. This step should be completed upon every new hire.
   
   

6. Past Transaction Details
   
   Import YTD Payroll transactions and past leave transactions to allow seamless transition and ensure accurate calculation and reporting.
   
   

Monthly Process: 

Perform recurring monthly activities to complete payroll payments, statutory submissions, and performance review.

1. Payroll Process
   
   Manage employee salary payments at the end of each month.

1. Apply pre-planned payroll items if required.
2. Run payroll using payroll profile or adhoc payroll, depending on business needs.
3. Send or release payslips to employees.

2. Submission of Documents
   
   Submit required statutory contributions, including Central Provident Fund (CPF), Self Help Group Funds (SHG) and Skills Development Levy (SDL) contributions to the CPF Board.
   
   

3. Report Generation (Optional)
   
   Generate employee, payroll, and leave reports to review monthly performance and support internal analysis by generating report summaries.

Yearly Process:
 

Reset balances for the new cycle and complete year-end statutory obligations.

1. Leave Closing
   
   Process leave closing to finalise leave balances, bring forward unused leave where applicable, and reset leave entitlements for the new year.
   
   

2. Submission of Documents
   
   Prepare and submit IRAS documents, including IR8A, IR8S, Appendix 8A, and Appendix 8B, to the Inland Revenue Authority of Singapore (IRAS).
   
   

Additional Features:

1. Share Document
   
   Upload files into HRMS to distribute important documents accessible to all employees such as the Employee Handbook.
   
   

2. Announcement
   
   Post an announcement to inform employees about upcoming activities or notices.
   
   

3. Accounting Integration
   
   Generate an API key if you are using AutoCount Accounting to post payroll figures directly and accurately after payroll run.

Written by: Teah Rui Harn (20251222)

Reviewed by: Tek Ee Lin (20251224)