Instruction Guide for Auto-Update to EPE version

Transcription

1 Instruction Guide for Auto-Update to EPE version What s inside this documentation Checklist prior to software Update Page 1 What to expect during auto-update Page 2 How to verify if the software has been updated successfully Page 6 Checklist Prior to Software Update You have renewed your software maintenance for 2015 to Do not update the software if you have not done so as Sage EasyPay (EPE) may fail to start and your only course of action is to subscribe to SageCover. You must ensure that you have completed the December payroll and generated the CPF file for submission. EPE Version must be at least Backup all EPE database using EPE Control NOTE: You may verify by going to Core module then Help and check if Download update automatically is ticked. In the event that auto update failed, ensure that Anti-virus and Firewall has been disabled or configured properly for auto update to function accordingly, or you may refer to Instruction Guide for Manual Update (EPE)_v10612 documentation. 1 Page

2 What to expect during auto-update 1. You may see a pop up window as shown below after logging in to EPE. You may untick Backup the database to if you have already done a backup of the database and then click on the Yes button to proceed with the software Update. 2. A small window would pop such as shown below and you may just let it run in the background. You may opt to logout after it has completed the download. 2 Page

3 3. You would see the prompt below upon logout. The software Update would begin once you click on the Yes button. You may click on the No button if you don t want to Update yet; however, please note that you will continue to see this prompt until you Update to the latest version. 4. Next screen is a window showing the progress of the installation. Do not close the window while installation is in progress. 3 Page

4 5. You will then be asked if you would like to save a copy of the software Update file. You may click on the Save button and save it to your preferred directory or Exit if you are using a stand alone PC. You may also choose Exit if the other PCs have been setup for auto-update. 6. It would show Version when you log back in to EPE and you re done. 4 Page

5 Additional Notes: EPE may ask you again to backup and update database. Should this happen, you may opt not to back up the database by un-ticking the box and click on the Yes button to update your database to version Page

6 How to verify if the software has been Updated successfully Software Version: It would say when you go to Core > Help > About 6 Page

7 1. CPF 2016 Policy changes a) Add new CPF Policy (Year2016Jan) to support CPF Rate change for older worker w.e.f 1 Jan 2016 The CPF salary ceiling will be adjusted upwards from $5,000 to $6,000 with effect from 1 January 2016, to keep pace with wage growth in recent years. This will re-align the salary ceiling to cover wages up to the 80th percentile of resident incomes. With this change, middle-income Singaporean workers will be able to accumulate more CPF savings for their use in retirement. Henceforth, CPF Additional Wage Ceiling from 2016 will be increased correspondingly from $85,000 to $102,000 (equivalent to 17 months of CPF salary ceiling of $6,000). The formula to determine the amount of additional wages that attract CPF contributions from 1 January 2016 is $102,000 minus Total Ordinary Wages subject to CPF contributions in the year. Inline with this change, the CPF Annual Limit will be increased correspondingly from $31,450 to $37,740 (equivalent to 17 months x CPF salary ceiling of $6,000 x 37%). - Increase in CPF Contribution Rates for employees aged above 50 years to 65 years The detailed changes are highlighted as follows: For more information, you may refer to below website: In EPE, after user has updated the patch (auto-update or manual update), system should have: 1. Set the default policy to new CPF Policy for new employee 2. Inserted the new CPF Policy & Table to reflect the changes 3. Mass inserted all the affected employees with the new policies effective from 1 January Page

8 Steps to verify update in the system: 1. Default policy has been set to new CPF Policy for new employee Go-to Payroll > Setup > Pay Details Default > the CPF Policy will be defaulted to Year2016Jan Note: System will auto assign the new CPF Policy in CPF Progression for newly hired employees in January 2016 with residence status = Local or PR. 8 Page

9 2. New CPF policy has been inserted to reflect the changes Go-to Payroll > Setup > Central Provident Fund Setup > CPF Policy Setup > New CPF Policy Year2016Jan has been inserted 3. The new policies have been mass inserted to all the affected employees Go-to Payroll > Modules > CPF Progression. System will auto-create a new CPF Progression record for existing employee with previous CPF Progression Record. 9 Page

10 Note: If you are using your own voluntary CPF Policy and wish to use back the same policy without any changes, you may manually reselect the CPF Policy and save changes. 2. New Income Tax preparation checklist wizard At income tax module, go to Process tab, you will see Preparation Checklist. This new wizard will help user to verify all necessary information for income tax preparation. You may run this wizard to check for all your employee s personal information and payroll setup before the actual generation of tax records for IR8A2016. This wizard consists of 6 steps as follows. To start, click on Ready to proceed. 10 Page

11 3. New CPF Contribution Report to view excess/under contribution This report will check for excess or under CPF contribution for whole year. You may find this at payroll > Reports > Analysis Report > CPF Contribution report to view the CPF contribution summary. 4. New Payroll Process Flow module to guide user in monthly payroll processing Note: You may click on Pay Process Flow to minimise this window Page

12 This will guide you through 5 steps to monthly payroll processing, it also serves as a shortcut to a specific module. To go to a specific module, simply double-click the selection on the box under specific process. Example: - Payroll Process flow : Step 3 : Reporting To print payslip 3 - Payroll Process flow : Step 4 : Submissions To generate CPF submission 4 12 Page

13 5. Add 2016 Public Holidays for all countries Note: For users who have not applied Public Holiday 2016 patch previously (EPE PU5), this update will be directly included once you update system to version Go to Core > Setup > Calendar Setup > select any working calendar e.g. 5Days Week Cal > click on 3 dot ( ) button next to the calendar ID - At Calendar setup, click on 3 dot ( ) button next to Holidays Country ID, you will see the lists of Public Holidays for Page

14 Note: Please refer to Steps to Initialize 2016 Calendar & 2016 Leave.pdf document for the steps to initialize calendar and leave for year Additional 1 week of Government-Paid Paternity Leave (GPPL) Ministry of Manpower has announced that for fathers of citizen children born from 1 January 2015 onwards, they may get up to 1 additional week of Government-Paid Paternity Leave (GPPL), if the employer voluntarily agrees to provide it. Added an option "Has Voluntary Paternity Leave" in Leave module > Setup > Leave Default Setup. You will need to turn on this option to add 1 working week to the Paternity leave entitlement. If there s any existing leave records, you have to run Recalculate to update Paternity Leave entitlement with 1 additional working week. 14 Page

15 Thank you for using Sage EasyPay 15 Page