Payroll Lite
Note
General Setup Guide
How To Setup Organizational & Employee Details
1. PersonaX Payroll Lite >> Landing Page
| Step | Action |
|---|---|
| (1) | On the PersonaX Customer Admin homepage, select the ‘General Settings’ tile |
2. PersonaX Payroll Lite >> General Setup Guide >> Homepage
| Step | Action |
|---|---|
| The Easy Step Option homepage opens | |
| (1) | Click on the 'General Setup Guide' tile |
3. PersonaX Payroll Lite >> General Setup Guide >> Department
| Step | Action |
|---|---|
| The Setup Guide Page Opens (Showing the details of the 'Department' tab) | |
| (1) | An information pops up on all tabs with grids containing default data |
4. Persol PersonaX Payroll Lite >> General Setup Guide >> Department >> Info Icon
| Step | Action |
|---|---|
| (1) |
You may click on the info icon  for further information on the selected tab
|
5. PersonaX Payroll Lite >> General Setup Guide >> Department >> Info Icon
| Step | Action |
|---|---|
| (1) |
You may click on the delete icon  to delete any of the records
|
6. PersonaX Payroll Lite >> General Setup Guide >> Department >> Edit Details
| Step | Action |
|---|---|
| (1) | You may clear and edit the details in any of the fields |
7. PersonaX Payroll Lite >> General Setup Guide >> Department >> Add Button
| Step | Action |
|---|---|
| (1) |
To setup new departments, click on the  button
|
8. PersonaX Payroll Lite >> General Setup Guide >> Department >> New Department
| Step | Action |
|---|---|
| (1) | Enter the new department details in the fields provided |
9. PersonaX Payroll Lite >> General Setup Guide >> Department >> Save Details
| Step | Action |
|---|---|
| (1) |
Click on the  button to move to the next tab
|
10. PersonaX Payroll Lite >> General Setup Guide >> Employee Type >> Notification
| Step | Action |
|---|---|
 |
A notification displays on the next tab after the department details are saved |
11. PersonaX Payroll Lite >> General Setup Guide >> Employee Type >> Edit/Delete
| Step | Action |
|---|---|
|
You may edit or delete the default values in the grid |
12. PersonaX Customer Admin >> General Settings >> Add Cash Gsetup >> Other Calculation Rules
| Step | Action |
|---|---|
| (1) |
To add an employee type to the grid, click on the  button
|
13. PersonaX Customer Admin >> General Settings >> Add Cash Gsetup >> Status
| Step | Action |
|---|---|
|
You may click on the 'Previous' button at any point to return to the previous tab |
| (1) |
Click on the button to move to the next tab
|
14. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays on the next tab after the employee type details are saved |
15. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Yes/ No
| Step | Action |
|---|---|
| (1) | Select an option to add earning(s) to payroll or not ('No' is checked by default) |
|
Click here to continue if ‘No’ is selected |
|
Click here to add earnings to your payroll |
16. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Yes
| Step | Action |
|---|---|
| (1) | You may check the 'Yes' box to add earning(s) to your payroll |
17. PersonaX Customer Admin >> General Settings >> Add Non-Cash Gsetup >> Benefit
| Step | Action |
|---|---|
| (1) |
Click on the  button to add earning(s) to the grid
|
18. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Earnings Details
| Step | Action |
|---|---|
|
Enter the details of your earnings in the fields |
19. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Save Details
| Step | Action |
|---|---|
| (1) |
Click on the button to save details and move to the next tab
|
20. PersonaX Payroll Lite >> General Setup Guide >> Deduction >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays on the next tab after the earning details are saved |
21. PersonaX Payroll Lite >> General Setup Guide >> Deduction >> Yes/No
| Step | Action |
|---|---|
| (1) | Select an option to add deduction(s) to payroll or not ('No' is checked by default) |
|
Click here to continue if ‘No’ is selected |
|
Click here to continue if ‘Yes’ is checked |
22. PersonaX Payroll Lite >> General Setup Guide >> Deduction >> Add button
| Step | Action |
|---|---|
|
The ‘Add’ button displays and the grid is populated with field headers |
|
CLick on the  button to add deduction(s) to the grid
|
23. PersonaX Payroll Lite >> General Setup Guide >> Deduction >> Add button
| Step | Action |
|---|---|
| (1) | Enter the deduction details in the fields |
|
You may click on the delete icon to delete records
|
24. PersonaX Payroll Lite >> General Setup Guide >> Deduction >> Save Details
| Step | Action |
|---|---|
| (1) |
Click on the button to save details and move to the next tab
|
25. PersonaX Customer Admin >> General Settings >> Edit Gsetup >> Update
| Step | Action |
|---|---|
| The saving scheme tab opens | |
| (1) | The gird is prepopulated with the saving scheme types. |
|
The ‘Occupational Pension Scheme’ and ‘Defined Benefit Basic N.S.S.S’ scheme types are statutory and cannot be deleted/ edited. |
26. PersonaX Payroll Lite >> General Setup Guide >> Saving Scheme >> Add Button
| Step | Action |
|---|---|
| (1) |
You may click on the  button to add ‘Personal Pension Schemes’ types only
|
27. PersonaX Payroll Lite >> General Setup Guide >> Saving Scheme >> Save Details
| Step | Action |
|---|---|
| (1) |
Click on the button to save details and move to the next tab
|
28. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Yes
| Step | Action |
|---|---|
| (1) | A notification displays on the next tab after the saving scheme types have been saved |
29. PersonaX Payroll Lite >> General Setup Guide >> Loan >> Yes/ No
| Step | Action |
|---|---|
| (1) | Select an option to give loan(s) to your employees or not.('No' is checked by default) |
|
Click here to continue if ‘No’ is selected |
|
To select the option to give loans to employees, click here to continue |
30. PersonaX Payroll Lite >> General Setup Guide >> Loan >> Yes
| Step | Action |
|---|---|
| (1) | You may check the 'Yes' box to setup employee loans |
31. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Save Details
| Step | Action |
|---|---|
| (1) | You may edit or delete the default values in the grid |
32. PersonaX Payroll Lite >> General Setup Guide >> Loan >> Add Loan
| Step | Action |
|---|---|
| (1) | To setup employee loans, click on the 'Add Loans' button to add an extra row to enter details |
33. PersonaX Payroll Lite >> General Setup Guide >> Loan >> Save Details
| Step | Action |
|---|---|
| (1) |
Click on the button to save details and move to the next tab
|
34. PersonaX Payroll Lite >> General Setup Guide >> Loan >> Add Employees
| Step | Action |
|---|---|
| The employee tab opens | |
|
To add employees to the grid, click on the  button
|
35. Persol PersonaX Payroll Lite >> General Setup Guide >> Employee >> Add Employees
| Step | Action |
|---|---|
| (1) | Enter the employee's details in the fields provided |
|
Click on the ‘Add Employee’ button to add more employees to the grid |
|
You may delete an employee’s record by clicking on the delete icon
|
36. PersonaX Payroll Lite >> General Setup Guide >> Employee >> Save Details
| Step | Action |
|---|---|
Click on the  button to save details
|
37. PersonaX Payroll Lite >> General Setup Guide >> Employee >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays upon completion of the setup process, after which the user will be directed to the 'Pay Process' page |
Pay Process
How To Add Payroll Elements And Run Pay For Employees
Note
1. PersonaX Payroll Lite >> Landing Page
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite landing page, select the 'Easy-step option' tile |
2. PersonaX Payroll Lite >> General Setup Guide >> Homepage
| Step | Action |
|---|---|
| The Easy Step Option homepage opens | |
| (1) | Click on the 'Pay Process Guide' tile |
3. PersonaX Payroll Lite >> General Setup Guide >> Employee
| Step | Action |
|---|---|
| The Pay Process page opens showing the details of all employees in the grid | |
| (1) |
You may click on the bulb icon  for further information on the selected tab
|
4. PersonaX Payroll Lite >> General Setup Guide >> Employee >> Status
| Step | Action |
|---|---|
| (1) |
You may click on the  button to change the employee's status to Inactive
|
|
Employee details with an inactive status cannot be seen and used to perform a transaction (e.g. payrun) |
5. PersonaX Payroll Lite >> General Setup Guide >> Employee >> Salary
| Step | Action |
|---|---|
| (1) | You may edit the salary amount of employees before proceeding to the 'Transactions' tab |
6. PersonaX Payroll Lite >> General Setup Guide >> Employee >> Next
| Step | Action |
|---|---|
| (1) |
Click on the  button to move to the next tab
|
7. PersonaX Payroll Lite >> General Setup Guide >> Employee >> Payroll Elements
| Step | Action |
|---|---|
| The transaction tab details show in the grid | |
| (1) | You may click on any of these buttons to add payroll elements to an employee's records. |
|
These additions affect the employee's net and gross salary for payrun |
8. HR Lite >> payProcessships >> Add payProcess Setup >> Notification
| Step | Action |
|---|---|
| A modal opens upon clicking on any of the add buttons | |
|
The earning transaction is used in this instance |
| (1) |
To add earnings to an employee's record, click on the  button
|
9. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Select Earning
| Step | Action |
|---|---|
| The grid is populated by the earning fields | |
| (1) | Select an earning from the dropdown options |
|
These earnings are setup in the 'General Setup Guide' menu |
10. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Earning Rate
| Step | Action |
|---|---|
| (1) | Provide the rate (%) of the earning |
|
You may click on the delete icon to delete an earning transaction |
11. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Earning Rate
| Step | Action |
|---|---|
| You may click on the 'Close' button to return to the ‘Transactions’ tab | |
| (1) |
Click on the  button to save the details of the earning transaction
|
12. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the earning (or any other added payroll element) assigned to the employee has been recorded successfully |
|
Click on any add button to add payroll elements to the employees' records where applicable |
13. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Payrun Button
| Step | Action |
|---|---|
| You may click on the 'Previous' button to return to the previous tab | |
| (1) |
Click on the  button to view the details on the payrun tab
|
14. PersonaX Payroll Lite >> General Setup Guide >> Payrun>> Check Box
| Step | Action |
|---|---|
| The Payrun tab opens showing the current pay period | |
|
The box is checked by default to indicate that pay will be run for all employees |
|
Click here to view how to run pay for specific employee groups Click here to continue process |
15. PersonaX Payroll Lite >> General Setup Guide >> Payrun>> Uncheck Box
| Step | Action |
|---|---|
| (1) | To run pay for specific employee groups, uncheck the box |
|
The employee group fields are enabled for selection |
| (2) | Enter the 'Employee ID' range or select the employee group(s) you want to run pay for |
16. PersonaX Payroll Lite >> General Setup Guide >> Payrun>> Run Pay
| Step | Action |
|---|---|
| (1) |
Click on the  button to run pay
|
17. PersonaX Payroll Lite >> General Setup Guide >> Payrun>> Confirm Payrun
| Step | Action |
|---|---|
| A prompt displays to confirm payrun | |
| (1) |
Click on the  button to proceed to run pay
|
18. PersonaX Payroll Lite >> General Setup Guide >> Payrun>> Notification
| Step | Action |
|---|---|
| (1) | A notification displays stating that the pay run is in process |
19. PersonaX Payroll Lite >> General Setup Guide >> Payrun >> Notification Count
| Step | Action |
|---|---|
| (1) |
The notification count is updated on the homepage after processing pay to confirm completion. Click on the icon to view the payrun details |
Benefits
How To Record An Employee’s Non-Cash Benefit
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Benefits’ tile |
2. PersonaX Payroll Lite >> Benefits
| Step | Action |
|---|---|
| The ‘Benefits’ submenus page opens | |
| (1) | Select the 'Non-Cash Benefit' tile |
3. PersonaX Payroll Lite >> Benefits >> Non-Cash Benefit
| Step | Action |
|---|---|
| The 'Non-Cash Benefit' page opens | |
| (1) | To setup a non-cash benefit for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Benefits >> Non-Cash Benefit >> Add
| Step | Action |
|---|---|
| The employee’s name displays | |
| (1) |
Click on the  button to setup a non-cash benefit for the employee
|
5. PersonaX Payroll Lite >> Benefits >> Add Non-Cash Benefit
| Step | Action |
|---|---|
| The non-cash benefits modal opens | |
| (1) | Select a non-cash benefit for the employee |
6. PersonaX Payroll Lite >> Benefits >> Add Non-Recurring Earning
| Step | Action |
|---|---|
| (1) | Check / uncheck box to indicate whether the benefit expires or not |
| (2) | Select the date the employee can start enjoying the non-cash benefit |
7. PersonaX Payroll Lite >> Benefits >> Add Non-Cash Benefit >> Expiry Date
| Step | Action |
|---|---|
| (1) | Select the date the non-cash benefit expires (if applicable) |
8. PersonaX Payroll Lite >> Benefits >> Add Non-Cash Benefit >> Save
| Step | Action |
|---|---|
| (1) |
Click on the button to add the benefit to the employee’s details
|
9. PersonaX Payroll Lite >> Benefits >> Add Non-Cash Benefit >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the benefit has been added to the employee's grid |
| (2) |
You may stay on the page to add more benefits or click on the  button to close the modal
|
10. PersonaX Payroll Lite >> Benefits >> Non-Cash Benefit >> Submit
| Step | Action |
|---|---|
| The newly added non-cash benefit displays in the grid | |
| (1) |
You may click on the  icon to delete the benefit
|
| (2) |
Click on the  button to save the non-cash benefit(s) for the employee
|
11. PersonaX Payroll Lite >> Benefits >> Non-Recurring Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's non-cash benefit has been saved successfully |
Benefits
How To Record An Employee’s Non-Recurring Earning
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Benefits’ tile |
2. PersonaX Payroll Lite >> Benefits
| Step | Action |
|---|---|
| The ‘Benefits’ submenus page opens | |
| (1) | Select the 'Non-Recurring Earning' tile |
3. PersonaX Payroll Lite >> Benefits >> Non-Recurring Earning
| Step | Action |
|---|---|
| The 'Non-Recurring Earning' page opens | |
| (1) | To setup a non-recurring earning for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Benefits >> Non-Recurring Earning >> Employee
| Step | Action |
|---|---|
| The employee’s name displays | |
| (1) | You may enter a reference number for the earning |
5. PersonaX Payroll Lite >> Benefits >> Non-Recurring Earning >> Add
| Step | Action |
|---|---|
| (1) |
Click on the  button to setup a non-recurring earning for the employee
|
6. PersonaX Payroll Lite >> Benefits >> Add Non-Recurring Earning
| Step | Action |
|---|---|
| The non-recurring earning modal opens | |
| (1) | Select a non-recurring earning for the employee |
7. PersonaX Payroll Lite >> Benefits >> Add Non-Recurring Earning >> Rule Value
| Step | Action |
|---|---|
| (1) | The rule value for the selected earning displays |
| (2) | Enter the number of times of the rule value to be assigned to the employee |
8. PersonaX Payroll Lite >> Benefits >> Add Non-Recurring Earning >> Save
| Step | Action |
|---|---|
| (1) |
Click on the  button to add the earning to the employee’s details
|
9. PersonaX Payroll Lite >> Benefits >> Add Non-Recurring Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the earning has been added to the employee's grid |
| (2) |
You may stay on the page to add more earnings or click on the  button to close the modal
|
10. PersonaX Payroll Lite >> Benefits >> Non-Recurring Earning >> Submit
| Step | Action |
|---|---|
| The newly added non-recurring earning displays in the grid | |
| (1) |
You may click on the  icon to delete the earning
|
| (2) |
Click on the button to save the non-recurring earning(s) for the employee
|
11. PersonaX Payroll Lite >> Benefits >> Non-Recurring Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's non-recurring earning has been saved successfully |
Benefits
How To Record An Employee’s Recurring Earning
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Benefits’ tile |
2. PersonaX Payroll Lite >> Benefits
| Step | Action |
|---|---|
| The ‘Benefits’ submenus page opens | |
| (1) | Select the 'Recurring Earning' tile |
3. PersonaX Payroll Lite >> Benefits >> Recurring Earning
| Step | Action |
|---|---|
| The 'Recurring Earning' page opens | |
| (1) | To setup a recurring earning for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Benefits >> Recurring Earning
| Step | Action |
|---|---|
| The employee name and any previously added earning for the employee display in the grid | |
| (1) |
Click on the  button to setup a recurring earning for employee
|
5. PersonaX Payroll Lite >> Benefits >> Add Recurring Earning
| Step | Action |
|---|---|
| The recurring earning modal opens | |
| (1) | Select a recurring earning for the employee |
6. PersonaX Payroll Lite >> Benefits >> Add Recurring Earning >> Rule Value
| Step | Action |
|---|---|
| (1) | The rule value for the selected earning displays |
| (2) | Enter the number of times of the rule value to be assigned to the employee |
7. PersonaX Payroll Lite >> Benefits >> Add Recurring Earning >> Expiration
| Step | Action |
|---|---|
| (1) | Check / uncheck box to indicate whether the earning expires or not |
| (2) | Select the date the earning expires (if applicable) |
8. PersonaX Payroll Lite >> Benefits >> Add Recurring Earning >> Save
| Step | Action |
|---|---|
| (1) |
Click on the  button to add the earning to the employee’s details
|
9. PersonaX Payroll Lite >> Benefits >> Add Recurring Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the earning has been added to the employee's grid |
|
You may stay on the page to add more earnings or click on the button to close the modal |
10. PersonaX Payroll Lite >> Benefits >> Submit Recurring Earning
| Step | Action |
|---|---|
| The newly added recurring earning displays in the grid | |
|
You may click on the  icon to delete the earning
|
| (1) |
Click on the  button to save the recurring earning(s) for the employee
|
11. PersonaX Payroll Lite >> Benefits >> Recurring Earning >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's recurring earning has been saved successfully |
Benefits
How To Record An Employee’s Tax Relief
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Benefits’ tile |
2. PersonaX Payroll Lite >> Benefits
| Step | Action |
|---|---|
| The ‘Benefits’ submenus page opens | |
| (1) | Select the 'Tax Relief' tile |
3. PersonaX Payroll Lite >> Benefits >> Tax Relief
| Step | Action |
|---|---|
| The 'Tax Relief' page opens | |
| (1) | To record a tax relief for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Benefits >> Tax Relief >> Employee
| Step | Action |
|---|---|
|
The employee’s name displays |
| (1) |
Click on the button to record tax relief for employee
|
5. PersonaX Payroll Lite >> Benefits >> Add Employee’s Tax Relief
| Step | Action |
|---|---|
| The tax relief modal opens | |
| (1) | Select the tax relief granted to employee |
6. PersonaX Payroll Lite >> Benefits >> Save Employee’s Tax Relief
| Step | Action |
|---|---|
| (1) |
Click on the  button to record tax relief for employee
|
7. PersonaX Payroll Lite >> Benefits >> Tax Relief >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that record has been saved successfully |
| (2) |
Click on the  button to close the modal
|
8. PersonaX Payroll Lite >> Benefits >> Submit Tax Relief Record
| Step | Action |
|---|---|
| The tax relief record displays in the grid | |
|
You may click on the icon to delete the tax relief
|
| (1) |
Click on the button to save tax relief for employee
|
9. PersonaX Payroll Lite >> Benefits >> Submit Tax Relief >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's tax relief record has been saved successfully |
Benefits
How To View Earning Setup Details
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Benefits’ tile |
2. PersonaX Payroll Lite >> Benefits
| Step | Action |
|---|---|
| The ‘Benefits’ submenus page opens | |
| (1) | Select the 'Earning' tile under the 'View' section |
3. PersonaX Payroll Lite >> Benefits >> Earning
| Step | Action |
|---|---|
| The ‘Earning’ page opens showing a list of earning setups in the grid |
4. PersonaX Payroll Lite >> Benefits >> Earning >> Search
| Step | Action |
|---|---|
| (1) | To view the details of an earning, search for the earning by name |
5. PersonaX Payroll Lite >> Benefits >> Earning >> Search Results
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the  button to view the earning setup details
|
6. PersonaX Payroll Lite >> Benefits >> Earning Details
| Step | Action |
|---|---|
| (1) | The details of the earning setup display |
7. PersonaX Payroll Lite >> Benefits >> Earning Details >> Close
| Step | Action |
|---|---|
| (1) |
Click on the  button to exit modal
|
Benefits
How To View Tax Relief Setup Details
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Benefits’ tile |
2. PersonaX Payroll Lite >> Benefits
| Step | Action |
|---|---|
| The ‘Benefits’ submenus page opens | |
| (1) | Select the 'Tax Relief' tile under the 'View' section |
3. PersonaX Payroll Lite >> Benefits >> Tax Relief
| Step | Action |
|---|---|
| The ‘Tax Relief’ page opens showing a list of tax relief setups in the grid |
4. PersonaX Payroll Lite >> Benefits >> Tax Relief >> Search
| Step | Action |
|---|---|
| (1) | To view the details of a tax relief setup, search for the relief by name |
5. PersonaX Payroll Lite >> Benefits >> Tax Relief >> Search Results
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the  button to view the tax relief setup details
|
6. PersonaX Payroll Lite >> Benefits >> Tax Relief Details
| Step | Action |
|---|---|
| (1) | The details of the tax relief setup display |
7. PersonaX Payroll Lite >> Benefits >> Tax Relief Details >> Close
| Step | Action |
|---|---|
| (1) |
Click on the button to exit modal
|
Deduction
How To Assign A Non Recurring Deduction To An Employee
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Deductions’ tile |
2. PersonaX Payroll Lite >> Deduction
| Step | Action |
|---|---|
| The ‘Deductions’ submenus page opens | |
| (1) | Select the 'Non Recurring Deduction' tile |
3. PersonaX Payroll Lite >> Deduction >> Non Recurring Deduction
| Step | Action |
|---|---|
| The 'Non Recurring Deduction' page opens | |
| (1) | To setup a non recurring deduction for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Deduction >> Non Recurring Deduction >> Reference
| Step | Action |
|---|---|
| The employee name displays | |
| (1) | You may enter a reference number for the deduction |
5. PersonaX Payroll Lite >> Deduction >> Add Non Recurring Deduction
| Step | Action |
|---|---|
| (1) |
Click on the  button to setup a non recurring deduction for the employee
|
6. PersonaX Payroll Lite >> Deduction >> Add Non Recurring Deduction >> Name
| Step | Action |
|---|---|
| The non recurring deduction modal opens | |
| (1) | Select a non recurring deduction for the employee |
7. PersonaX Payroll Lite >> Deduction >> Add Non Recurring Deduction >> Rule Value
| Step | Action |
|---|---|
| (1) | The rule value for the selected deduction displays with the corresponding units value |
8. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction >> Save
| Step | Action |
|---|---|
| (1) |
Click on the  button to add the deduction to the employee’s details
|
9. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the deduction has been added to the employee's grid |
| (2) |
You may stay on the page to add more deductions or click on the  button to close the modal
|
10. PersonaX Payroll Lite >> Deduction >> Recurring Deduction >> Submit
| Step | Action |
|---|---|
| The newly added non recurring deduction displays in the grid | |
| (1) | You may click on the icon to delete the deduction |
| (2) |
Click on the  button to save the recurring deduction(s) for the employee
|
11. PersonaX Payroll Lite >> Deduction >> Non Recurring Deduction >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's non recurring deduction has been saved successfully |
Deduction
How To Assign A Recurring Deduction To An Employee
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Deductions’ tile |
2. PersonaX Payroll Lite >> Deduction
| Step | Action |
|---|---|
| The ‘Deductions’ submenus page opens | |
| (1) | Select the 'Recurring Deduction' tile |
3. PersonaX Payroll Lite >> Deduction >> Recurring Deduction
| Step | Action |
|---|---|
| The 'Recurring Deduction' page opens | |
| (1) | To setup a recurring deduction for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction
| Step | Action |
|---|---|
| The employee name and any previously added deduction for the employee display in the grid | |
| (1) |
Click on the  button to setup a recurring deduction for employee
|
5. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction >> Name
| Step | Action |
|---|---|
| The recurring deduction modal opens | |
| (1) | Select a recurring deduction for the employee |
6. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction >> Rule Value
| Step | Action |
|---|---|
| (1) | The rule value for the selected deduction displays |
| (2) | Enter the number of times of the rule value to be assigned to the employee |
7. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Save
| Step | Action |
|---|---|
| (1) | Check / uncheck box to indicate whether the deduction expires or not |
| (2) | Select the date the deduction expires (if applicable) |
8. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction >> Save
| Step | Action |
|---|---|
| (1) |
Click on the button to add the deduction to the employee’s details
|
9. PersonaX Payroll Lite >> Deduction >> Add Recurring Deduction >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the deduction has been added to the employee's grid |
| (2) |
You may stay on the page to add more deductions or click on the button to close the modal
|
10. PersonaX Payroll Lite >> Deduction >> Recurring Deduction >> Submit
| Step | Action |
|---|---|
| The newly added recurring deduction displays in the grid | |
| (1) | You may click on the icon to delete the scheme |
| (2) |
Click on the  button to save the recurring deduction(s) for the employee
|
11. PersonaX Payroll Lite >> Deduction >> Recurring Deduction >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's recurring deduction has been saved successfully |
Deduction
How To Assign A Savings Scheme To An Employee
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Deductions’ tile |
2. PersonaX Payroll Lite >> Deduction
| Step | Action |
|---|---|
| The ‘Timesheet’ submenus page opens | |
| (1) | Select the 'Savings Scheme' tile under the 'Transaction' menu |
3. PersonaX Payroll Lite >> Deduction >> Savings Scheme
| Step | Action |
|---|---|
| The 'Savings Scheme' page opens | |
| (1) | To setup a savings scheme for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Deduction >> Add Savings Scheme
| Step | Action |
|---|---|
| The employee name and any previously added savings scheme for the employee display in the grid | |
| (1) |
Click on the button to setup a savings scheme for employee
|
5. PersonaX Payroll Lite >> Deduction >> Add Savings Scheme >> Type
| Step | Action |
|---|---|
| The savings scheme modal opens | |
| (1) | Select a savings scheme for the employee |
6. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Delete
| Step | Action |
|---|---|
|
The employer's contribution percentage for the selected scheme displays |
| (1) | Enter the employee contribution percentage for the selected savings scheme |
7. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Save
| Step | Action |
|---|---|
| (1) | Enter the savings scheme ID (if any) |
| (2) |
Click on the  button to add the savings scheme to the employee’s details
|
8. PersonaX HCM Payroll Lite >> Deduction >> Add Savings Scheme >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the scheme has been added to the employee's grid |
|
You may stay on the page to add more schemes or click on the button to close the modal |
9. PersonaX Payroll Lite >> Deduction >> Savings Scheme >> Submit
| Step | Action |
|---|---|
| The newly added savings scheme display in the employee's grid | |
| (1) | You may click on the icon to delete the scheme |
| (2) |
Click on the  button to save the savings scheme for the employee
|
10. PersonaX Payroll Lite >> Deduction >> Savings Scheme >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the employee's savings scheme has been saved successfully |
Deduction
How To View Details Of A Deduction
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Deduction’ tile |
2. PersonaX Payroll Lite >> Deduction
| Step | Action |
|---|---|
| The ‘Deduction’ submenus page opens | |
| (1) | Select the 'Deduction' tile under the 'View' section |
3. PersonaX Payroll Lite >> Deduction >> Deduction Setup
| Step | Action |
|---|---|
| The ‘Deduction’ page opens showing a list of deduction setups in the grid | |
| (1) | To view the details of a deduction, search for the deduction by name |
4. PersonaX Payroll Lite >> Deduction >> View Deduction
| Step | Action |
|---|---|
| The search result displays in the grid | |
| (1) |
Click on the  icon to view the deduction setup details
|
5. PersonaX Payroll Lite >> Deduction >> View Deduction
| Step | Action |
|---|---|
| The details of the deduction setup display | |
| (1) |
Click on the  button to exit modal
|
Deduction
How To View Details Of A Savings Scheme
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Deduction’ tile |
2. PersonaX Payroll Lite >> Deduction
| Step | Action |
|---|---|
| The ‘Deduction’ submenus page opens | |
| (1) | Select the 'Savings Scheme' tile under the 'View' section |
3. PersonaX Payroll Lite >> Deduction >> Savings Scheme
| Step | Action |
|---|---|
| The 'Savings Scheme' page opens showing a list of savings scheme setups in the grid | |
| (1) | To view the details of a savings scheme, search for the scheme by name |
4. PersonaX Payroll Lite >> Deduction >> View Savings Scheme
| Step | Action |
|---|---|
| The search result displays in the grid | |
| (1) |
Click on the button to view the savings scheme setup details
|
5. PersonaX Payroll Lite >> Deduction >> Savings Scheme Details
| Step | Action |
|---|---|
| The details of the savings scheme setup display | |
| (1) |
Click on the button to exit modal
|
Employee
How To View An Employee’s Details
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the HCM Payroll Lite homepage, select the ‘Employee’ tile |
2. PersonaX Payroll Lite >> Employee
| Step | Action |
|---|---|
| The ‘Employee’ submenus page opens | |
| (1) | Select the ‘Employee’ tile |
3. PersonaX Payroll Lite >> Employee >> Search
| Step | Action |
|---|---|
| The 'Employee' page opens displaying a list of all employees in the grid | |
| (1) | To view an employee’s detail, search for the employee by name or ID in the search box |
4. PersonaX Payroll Lite >> Employee >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to view an employee’s details
|
5. PersonaX Payroll Lite >> Employee >> View Employee
| Step | Action |
|---|---|
| A modal opens to view the details of the employee | |
|
Click on the  &  buttons to move through the tabs
|
| (1) |
Click on the  button to return to the grid
|
Generic Parameter
How To View Details Of A Department
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Generic Parameter’ tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the ‘Department’ tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Department
| Step | Action |
|---|---|
| The 'Department' page opens displaying a list of all departments in the grid | |
| (1) | To view a department, search for the department by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Department >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to see details of a department
|
5. PersonaX Payroll Lite >> Generic Parameter >> View Department
| Step | Action |
|---|---|
| A modal opens to view the details of the department | |
Click on the  button to return to the grid
|
Generic Parameter
How To View Details Of A Division
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Generic Parameter’ tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the ‘Division’ tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Division
| Step | Action |
|---|---|
| The 'Division' page opens displaying a list of all divisions in the grid | |
| (1) | Search for a division by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Division >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to view an employee’s details
|
5. PersonaX Payroll Lite >> Generic Parameter >> View Division
| Step | Action |
|---|---|
| A modal opens to view the details of the division | |
Click on the  button to return to the grid
|
Generic Parameter
How To View Details Of An Employee Type
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Employee Type' tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Employee Type
| Step | Action |
|---|---|
| The 'Employee Type' page opens displaying a list of all employee types in the grid | |
| (1) | To view the details of an employee type, search for the employee type by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Employee Type >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to view an employee’s details
|
5. Payroll Lite >> Generic Parameter >> View Employee Type
| Step | Action |
|---|---|
| A modal opens to view the details of theemployee type | |
| (1) |
Click on the  to return to the grid
|
Generic Parameter
How To View A Company’s Location Details
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the ‘Generic Parameter’ tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the ‘Location’ tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Location
| Step | Action |
|---|---|
| The 'Location' page opens displaying a list of all locations of the company in the grid | |
| (1) | To view the details of location, search for the location by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Location >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to see location details
|
5. PersonaX Payroll Lite >> Generic Parameter >> View Location
| Step | Action |
|---|---|
| A modal opens to view the details of the location | |
Click on the  button to return to the grid
|
Generic Parameter
How To Activate A Pay Period
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Pay Period' tile under the 'Global Parameters' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Pay Period
| Step | Action |
|---|---|
| The 'Pay Period' page opens showing a list of pay periods in the grid | |
| (1) |
To make the next pay period active, click on the icon  to close the current period
|
4. PersonaX Payroll Lite >> Generic Parameter >> Pay Period >> Close Period
| Step | Action |
|---|---|
| (1) |
Select the  button to close period
|
5. PersonaX Payroll Lite >> Generic Parameter >> Pay Period >> Current Period
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the period has been closed successfully |
| (2) | The next pay period is activated to become the current pay period |
Generic Parameter
How To Update Payroll General Information
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Payroll General Info' tile under the 'Global Parameters' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Payroll General Info
| Step | Action |
|---|---|
| The 'Payroll General Info' page opens with prepopulated values under the 'Payroll Hours' section | |
| (1) | You may enter new values in the fields to modify the payroll hours |
4. PersonaX Payroll Lite >> Generic Parameter >> Payroll General Info >> Other Information
| Step | Action |
|---|---|
| (1) | The 'Other Information' section shows the current pay period, country and currency |
5. PersonaX Payroll Lite >> Generic Parameter >> Payroll General Info >> Sender’s Name
| Step | Action |
|---|---|
| (1) | Enter the payslip sender's name |
6. PersonaX Payroll Lite >> Generic Parameter >> Payroll General Info >> Payslip Note
| Step | Action |
|---|---|
| (1) | Enter any additional information as a payslip note to be sent to employees for the pay period |
7. PersonaX Payroll Lite >> Generic Parameter >> Payroll General Info >> Update
| Step | Action |
|---|---|
| (1) |
Click on the  button to update the information of the payroll period
|
8. PersonaX Payroll Lite >> Generic Parameter >> Payroll General Info >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the payroll information has been updated successfully |
Generic Parameters
How To View Details Of A Position
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the HCM Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Position' tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Position
| Step | Action |
|---|---|
| The 'Position' page opens displaying a list of all positions of the company in the grid | |
| (1) | To view the details of a position, search for the position by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Position >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to see the position details
|
5. PersonaX Payroll Lite >> Generic Parameter >> Position >> View
| Step | Action |
|---|---|
| A modal opens to view the details of the position | |
| (1) |
Click on the close button  to return to the grid
|
Generic Parameters
How To View Details Of A Salary Grade
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the HCM Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Salary Grade' tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Salary Grade >> Search
| Step | Action |
|---|---|
| The 'Salary Grade' page opens displaying a list of all salary grades in the grid | |
| (1) | To view the details of a salary grade, search for the salary grade by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Salary Grade >> View Icon
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to see the details of a salary grade
|
5. PersonaX Payroll Lite >> Generic Parameter >> Salary Grade >> View
| Step | Action |
|---|---|
| A modal opens to view the details of the salary grade | |
| (1) |
Click on the close button  to return to the grid
|
Generic Parameters
How To View Details Of A Section
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Section' tile under the 'View' header |
3. PersonaX Payroll Lite >> Generic Parameter >> Section
| Step | Action |
|---|---|
|
The 'Section' page opens displaying a list of all sections in the grid |
| (1) | To view the details of a section, search for the section by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Section >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon to see details of a unit
|
5. PersonaX Payroll Lite >> Generic Parameter >> Section >> View
| Step | Action |
|---|---|
| A modal opens to view the details of the unit | |
| (1) |
Click on the close button to return to the grid
|
Generic Parameters
How To View Details Of A Unit
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Generic Parameter' tile |
2. PersonaX Payroll Lite >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Generic Parameter’ submenus page opens | |
| (1) | Select the 'Unit' tile under the 'View' section |
3. PersonaX Payroll Lite >> Generic Parameter >> Unit
| Step | Action |
|---|---|
| The 'Unit' page opens displaying a list of all units in the grid | |
| (1) | To view the details of a unit, search for the unit by name in the search box |
4. PersonaX Payroll Lite >> Generic Parameter >> Unit >> Search Result
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to see details of a unit
|
5. PersonaX Payroll Lite >> Generic Parameter >> View Unit
| Step | Action |
|---|---|
| A modal opens to view the details of the unit | |
| (1) |
Click on the close button  to return to the grid
|
Loan
How To Process An Employee Loan
Note
1. PersonaX Payrol Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Loan' tile |
2. PersonaX Payroll Lite >> Loan >> Generic Parameter
| Step | Action |
|---|---|
| The ‘Loan’ submenus page opens | |
| (1) | Select the 'Process Loan' tile under the 'Transaction' section |
3. PersonaX Payroll Lite >> Process Loan
| Step | Action |
|---|---|
| The 'Process Loan' page opens | |
| (1) | To issue a loan to an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Process Loan
| Step | Action |
|---|---|
| The 'Loan' page opens’ displaying a list of all the loans already issued to the employee in the grid (if any) | |
| (1) |
Click on the view icon  button to enter the loan details for the employee
|
5. PersonaX Payroll Lite >> Process Loan >> Loan Issue
| Step | Action |
|---|---|
| The ‘Loan Issue’ modal opens | |
| (1) | Select a loan type from the dropdown options |
6. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Loan Inputs
| Step | Action |
|---|---|
| (1) | The details of the selected loan display in the 'Loan Details' section |
| (2) |
Key in the values for the following fields under the 'Loan Inputs' section
|
|
1. All required fields are marked with an asterisk * 2. The values entered for Amount, Term & Grace Period under the ‘Loan Inputs’ section must not exceed their limit values stated in the 'Loan Details' section 3. The 'Deduction Type' is based on the 'Interest Type' of the selected loan |
7. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Loan Repayment
| Step | Action |
|---|---|
| (1) | The maximum amount to be deducted monthly calculates and displays |
| (2) | The 'Loan Repayment' section amounts calculate and display based on the ‘Loan Input’ details entered |
8. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Issue
| Step | Action |
|---|---|
| (1) |
Click on the  button to clear all details from the modal
|
Click on the  button to issue the loan to the employee
|
9. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Summary
| Step | Action |
|---|---|
| The summary details of the loan to be issued display | |
Click on the  button to confirm the loan issue
|
10. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the loan issued to the employee has been recorded successfully |
11. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Information Icon
| Step | Action |
|---|---|
| The issued loan details display in the employee grid | |
| (1) |
To view, prepay or cancel an employee loan, click on the information icon  for the loan details
|
12. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Loan Actions
| Step | Action |
|---|---|
| A modal opens to view the details of the loan | |
| (1) |
Click on the  button to view options to prepay or cancel the loan
|
13. PersonaX Payroll Lite >> Process Loan >> Loan Issue >> Prepay Loan
| Step | Action |
|---|---|
| (1) | To record an early repayment of the loan by the employee, select the 'Prepay Loan' option |
|
Click here to view process to cancel loan |
14. PersonaX Payroll Lite >> Process Loan >> Prepay Loan >> Prepay Details
| Step | Action |
|---|---|
| A modal opens to enter the details of the prepaid loan | |
| (1) | Enter the amount to be prepaid |
| (2) | Provide a reference number for the loan if any |
15. PersonaX Payroll Lite >> Generic Parameter >> View Department
| Step | Action |
|---|---|
| (1) |
You may click on the button to return to the grid
|
| (2) |
Click on the  button to return to the 'Process Loan' modal
|
16. PersonaX Payroll Lite >> Process Loan >> Prepay Loan >> Confirm Prepayment
| Step | Action |
|---|---|
|
Click on the button to confirm the loan prepayment
|
17. Personax Payroll Lite >> Generic Parameter >> View Department
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the prepaid loan amount has been recorded successfully |
18. PersonaX Payroll Lite >> Generic Parameter >> View Department
| Step | Action |
|---|---|
| (1) | The grid is updated with the amount paid and amount left to be paid in the 'Paid' and 'Balance' fields respectively |
19. PersonaX Payroll Lite >> Process Loan >> Loan Action >> Cancel Loan
| Step | Action |
|---|---|
| (1) | To cancel a loan, select the ‘Cancel Loan’ option |
20. PersonaX Payroll Lite >> Process Loan >> Cancel Loan >> Confirm Cancellation
| Step | Action |
|---|---|
|
Click on the button to confirm the loan cancellation
|
21. PersonaX Payroll Lite >> Process Loan >> Cancel Loan >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the loan has been cancelled successfully |
| The loan details is deleted from the employee’s grid |
Loan
How To View Details Of A Loan
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Loan' tile |
2. PersonaX Payroll Lite >> Loan
| Step | Action |
|---|---|
| The ‘Loan’ submenus page opens | |
| (1) | Select the 'Loan' tile under the 'View' section |
3. PersonaX Payroll Lite >> Loan >> Search
| Step | Action |
|---|---|
| The 'Loan' page opens displaying a list of all loans in the grid | |
| (1) | To view the details of a loan, search for the loan by name in the search box |
4. PersonaX Payroll Lite >> Loan >> View Icon
| Step | Action |
|---|---|
| The search result(s) display in the grid | |
| (1) |
Click on the view icon  to see the loan details
|
5. PersonaX Payroll Lite >> Loan >> View
| Step | Action |
|---|---|
| A modal opens showing the details of the loan | |
| (1) |
Click on the  button to return to the grid
|
Payrun
How To Run Pay For Employees
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Payrun' tile |
2. PersonaX Payroll Lite >> Payrun >> Pay Period
| Step | Action |
|---|---|
| The 'Payrun' page opens showing the current pay period | |
| (1) |
The box  is checked by default to indicate that pay will be run for all employees
|
|
Click here to view how to run pay for specific employee groups |
|
Click here Click here to continue process of running pay for all employees |
3. PersonaX Payroll Lite >> Payrun >> Pay Period >> Employee Group
| Step | Action |
|---|---|
| (1) | To run pay for specific employee groups, uncheck the box |
|
The employee group fields are enabled for selection |
4. PersonaX Payroll Lite >> Payrun >> Pay Period >> Employee Group
| Step | Action |
|---|---|
| (1) | Enter the 'Employee ID' range or select the employee group(s) you want to run pay for |
5. PersonaX Payroll Lite >> Generic Parameter >> View Unit
| Step | Action |
|---|---|
|
You may click on the 'Reset' button to clear fields |
| (1) |
Click on the close button  button to run pay
|
6. PersonaX Payroll Lite >> Payrun >> Pay Period >> Payrun Prompt
| Step | Action |
|---|---|
| A modal opens to confirm the payrun | |
| (1) |
Click on the  button to proceed to run pay
|
7. PersonaX Payroll Lite >> Payrun >> Pay Period >> Notification
| Step | Action |
|---|---|
| (1) | A notification displays to indicate that the pay run is in process |
8. PersonaX Payroll Lite >> Homepage >> Notification
| Step | Action |
|---|---|
| (1) | A notification pops up on the homepage after processing to confirm that the payrun has been completed |
Timesheet
How To Record Timesheet Hours For Employees
Note
1. PersonaX Payroll Lite >> Homepage
| Step | Action |
|---|---|
| (1) | On the PersonaX Payroll Lite homepage, select the 'Timesheet' tile |
2. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry
| Step | Action |
|---|---|
| The ‘Timesheet’ submenus page opens | |
| (1) | Select the 'Timesheet Entry' tile |
3. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Employee ID
| Step | Action |
|---|---|
| The 'Timesheet Entry' page opens showing the current period | |
| (1) | To record timesheet hours for an employee, search for the employee by name or ID |
4. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Timesheet Fields
| Step | Action |
|---|---|
| (1) |
Provide the values for the following timesheet fields for the employee:
|
|
All the fields are non mandatory |
5. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Add
| Step | Action |
|---|---|
| (1) |
Click on the  button to add the employee's timesheet hours to the grid
|
6. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Delete
| Step | Action |
|---|---|
| The added timesheet entries display in the grid | |
| (1) |
You may click on the delete icon  to delete an employee's timesheet record
|
7. PersonaX Payroll Lite >> Timesheet >> Timesheet Entry >> Save
| Step | Action |
|---|---|
| (1) |
Click on the  button to save the entries for the period
|
