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PayrollServe HRIS Module
   Screen Layout & Design (Part 1 & 2)
              Prepared By: Tay Thain Lin

              Creation Date: 7 Dec 2011
              Last Revision: 9 Dec 2011
                     Version: 1.0

                    Revision: 2.0
Legend & Notes

•    Yellow shaded areas represent changes made since last version/revision

•    Red line represents deletion of fields

•    New fields are shaded red

•    All currency amount fields to take the format of “9,999.99”

•    All numeric fields to take the format of “9,999”

•    All date fields to take the format of “dd-mmm-yyyy”, e.g. 25-Dec-2011

•    User should be able to enter date as dd/mm/yyyy manually without using calendar drop down. System will display in proper format.
HRIS Module: Tab Menu Arrangement

             First row tabs will contain the data required for payroll processing.
             To use a slightly darker shade than the second row.

                       To display this for all screens


                            Salary & Contributions – rename Bank & Payment – rename
                                                                                                          Benefits – move
                            and combine “Remuneration &     and combine “Bank & Payment”
                                                                                                          up to first row
                            CPF” and “IRAS”                 and “Salary Payment”


     [CompanyName] / [EmployeeName] [EmployeeID] / [Division] [Department]


   Primary Info       Employment         Salary & Contributions     Bank & Payment      Spouse & Dependents    Benefits

   Salary History     Employment History         Promotion & Transfers       Training   Emergency      Attachments        Custom Fields




Salary History –                          Promotion &                Training –            Emergency –         Custom Fields –
rename from                               Transfer – rename          combine from          move down to        rename from
“Salary Adjustment”                       from “Movements”           “Qualification”       second row          “Custom Details”
                                                                     and “Training”
HRIS Module: Primary Info Tab

    Primary Info        Employment             Salary & Contributions    Bank & Payment              Spouse & Dependents      Benefits

    Salary History       Employment History            Promotion & Transfers       Training           Emergency     Attachments          Custom Fields


             Employee Profile


           HQ ID*                                       From CMS               Photo
           Company ID*                                  From CMS               (Click image area to add/replace)
                                                                                                                         Max size
           Employee ID*                                                                                                200x300pixels
                                                                                                                       JPG/PNG files
           Employee Code1*
           Employee Code2
           Employment Status
           Salutation & Full Name*                                             Gender*                             Male     Female
           Display Name                                                        Date of Birth* & Age                               C

           Last Name                                                           Race*
           First Name                                                          Marital Status*
           Middle Name                                                         Religion*
           Alias Name                                                          Nationality*
           Security Group                                                      Resident Status*
           Import Code                                                         Country of Origin

             Employee Identity Information

           NRIC*                                                                Passport1              Number
           Foreign Identification No. (FIN)*                                                           Expiry                             C

           IRAS Tax Reference No.*                                                                     Country
           CPF Reference No.*                                                   Passport2              Number
                                                                                                       Expiry                             C

                                                                                                       Country
HRIS Module: Primary Info Tab (continued)

          Address & Contact

         Residential Address (Unformatted)   Residential Address (Formatted)
         Block or House Number               Address
         Street Name
         Level Number
         Unit Number                         Postcode
         Postcode                            Country
         City
         State
         Country                             Email
                                             Corporate Email
         Correspondence/Other Address        Personal Email
         Address
                                             Contact Numbers               Country code & Number
                                             Mobile (Main)
                                             Mobile (Alternate)
         Postcode                            Home Phone
         Country                             Work Phone
                                             Fax

          Others


         Referral Source
         Other Remarks
HRIS Module: Employment Tab

    Primary Info         Employment       Salary & Contributions        Bank & Payment         Spouse & Dependents      Benefits

    Salary History        Employment History      Promotion & Transfers        Training           Emergency   Attachments          Custom Fields



             Employment Details


           Cost Centre*                                                     Hire

           Division                                                         Legal Join Date*                                        C

           Department                                                       Probationary Period                      Months

           Section                                                          Probation End Date                                      C

           Team                                                             Confirmation Date                                       C

           Designation Code*                   Code | Description           Leave Effective Date                                    C

           Designation                                                      Hire Reason Code

           Corporate Rank                                                   Hire Remarks

           Grade Code
           Employment Type*                                                 First Join Date                                         C

           Work Week *                                                      Rehire Date                                             C

           Sort Key                                                         Retain Benefits on Rehire?

           Project Code
           Job Code                                                         Resignation

           Sub-Job Code                                                     Resign Date                                             C
                                                                            Last Date in Office                                     C

           For Contractual Hire                                             Resignation Code

           Type of Contract                                                 Resign Remarks

           Contract Start Date                                      C

           Contract End Date                                        C       Resign with Allowance
HRIS Module: 3.0 Salary & Contributions Tab

    Primary Info        Employment          Salary & Contributions        Bank & Payment           Spouse & Dependents    Benefits

    Salary History         Employment History          Promotion & Transfers      Training         Emergency      Attachments        Custom Fields


             Salary Details

           Salary                                                              Multiple Rates
           Basic Salary Base Currency*          Code | Currency Name           Rate 1
           Basic Salary Payment Currency*       Code | Currency Name           Rate 2
           Basic Salary*                                                       Rate 3
           Salary Adjustment
           Previous Basic Salary                                               Exchange Rates
                                                                               Base to Home
           Salary Rating*                                                      Home to Payment
           Pay Cycle*                                                          Base to Payment
           Salary Payment Mode*
           Salary Grade                                                        MVC & MSO
           Overtime Pay                                                        MVC Applicability
           Fixed Overtime Rate                                                 MVC Method & Value               % or $
           Calendar Cut-off Group                                              MVC Freeze
           AWS & Bonus Factor                                    Months        MSO Scheme


           Exclude from Payroll
           Exclude from Headcount
HRIS Module: 3.0 Salary & Contributions Tab (continued)

          CPF Contributions

        CPF Type                                                     Voluntary Contributions
                                          Local       Overseas       Employer CPF Ref. No.
        Employer CPF Rate                         %              %

        Employee CPF Rate                         %              %


          Other Statutory Contributions


         Skills Development Fund (SDF)                               CDAC Fund
         MBMF and Method                                             SINDA Fund
         MBF Value                                                   ECF
         MF Value                                                    SHARE Donations


          Foreign Employee

         Work & Employment Pass                                      Singapore Permanent Resident
         FWL Code                                                    Singapore PR Effective Date    C
         FWL IRAS Reference No.                                      Singapore PR Expiry Date       C
         Work Permit Effective Date                              C
         Work Permit Expiry Date                                 C
         Employment Pass Effective Date                          C
         Employment Pass Expiry Date                             C
HRIS Module: 3.0 Salary & Contributions Tab (continued)

          IRAS

         IRAS Type*                              Overseas Posting
         Exclude from Tax Reporting              Posted Overseas From         C
         Tax Borne by Employer                   Posted Overseas To           C
         IRAS Approve Date                 C
         IMS Reference Number                    Benefits in Kind Reporting
         IRAS Date                         C
         Tax Exemption
HRIS Module: 4.0 Bank & Payment Tab

    Primary Info        Employment        Salary & Contributions        Bank & Payment             Spouse & Dependents      Benefits

    Salary History       Employment History          Promotion & Transfers          Training        Emergency      Attachments         Custom Fields


              Primary Local Bank Accounts

           Bank Code*                          Code|BankName                  Beneficiary Name in Bank
           Bank Branch Code*                   Code|BankName                  Employer Bank for Salary Crediting
           Bank Account Number *


               Employee Requires Salary Payment via Telegraphic Transfers and/or Multiple Bank Accounts
               If unchecked, salary payment will be credited into primary local bank account specified above.

              Salary Payment Allocation

                     Sequence      Payment Mode            Bank              T/T?              Sequence Method       Sequence Value
                        1              Bank              Citibank            No                  Percentage                70%
                        2             Cheque                   -             Yes                 Percentage                20%
                        3              Bank                POSB              Yes                 Percentage                10%

                Add Bank           Delete Bank




           Sequence                                                           Allocation Method & Value
           Payment Mode                                                       Currency Code for Payment               2Code|CurrencyName

           Inactive / Not in use                                              Exchange Rate for Payment               2Code|CurrencyName

                                                                              Employer Bank for Salary Crediting
HRIS Module: 4.0 Bank & Payment Tab (continued)

           Payment by Local Bank Account
        Bank Code*                         Code|BankName                 Bank Account Number
        Bank Branch Code*                  Code|BankName                 Beneficiary Name in Bank


           Payment via Telegraphic Transfer
        Contact
        Beneficiary Name                                                 Phone1
        Address                                                          Phone2


                                                                         Email1
        Postcode & Country                                               Email2
        Mailing Address (if different)
                                                                         Fax1
                                                                         Fax2


        Postcode & Country


        Beneficiary Information
        Bank Code                                                        Bank Name
        Bank Branch                                                      Bank Address
        Bank Account Number
        Int’l Bank Account No. (IBAN)
        Routing Method
        SWIFT/Routing Code/BIC                                           Postcode & Country
        Beneficiary is a Bank

                                                           Screen continues next page
HRIS Module: 4.0 Bank & Payment Tab (continued)                        Screen continued from previous page



        Intermediary Information
        Bank Code                                 Bank Name
        Bank Branch                               Bank Address
        Bank Account Number
        Int’l Bank Account No. (IBAN)
        Routing Method
        SWIFT/Routing Code/BIC                    Postcode & Country


        Bank to Bank Instructions
        Line 1
        Line 2
        Line 3
        Line 4
        Line 5


        Bank Charges Borne By
        Debit Bank Account
HRIS Module: 5.0 Spouse & Dependants

    Primary Info           Employment        Salary & Contributions     Bank & Payment          Spouse & Dependents      Benefits

    Salary History         Employment History        Promotion & Transfers       Training       Emergency      Attachments          Custom Fields


              Spouse & Dependants Information

           Name                                                              Spouse’s Occupation
           Date of Birth & Age                               C               Present Employer
           NRIC/Birth Cert/Passport No.                                      Address of Employer
           Nationality
           Resident Status
           Gender                                 Male     Female
           Relationship to Employee                                          Name of Child’s School
                                                                             (if below 16 years old)


                                         Name                         Relationship          NRIC/BC     Date of Birth / Age   Gender
                                                                       Husband                No         dd-mmm-yy / NN        Male
                                                                         Child                Yes        dd-mmm-yy / NN       Female
                                                                        Father                Yes        dd-mmm-yy / NN       Female

                     Add                Delete
HRIS Module: 6.0 Benefits

    Primary Info     Employment      Salary & Contributions    Bank & Payment    Spouse & Dependents    Benefits

    Salary History   Employment History      Promotion & Transfers    Training   Emergency      Attachments        Custom Fields




                       Note: No changes made; to confirm later with Payroll Module
HRIS Module: 7.0 Salary History

    Primary Info           Employment        Salary & Contributions     Bank & Payment      Spouse & Dependents     Benefits

    Salary History         Employment History         Promotion & Transfers      Training   Emergency      Attachments         Custom Fields


              Salary Adjustment History

           Date of Salary Adjustment                          C               Remarks
           Effective Date                                     C

           New Basic Salary
           Adjustment Amount
           Previous Basic Salary



                           Date           Effective       New Salary          Adjustment    Previous              Remarks




                     Add                Delete




                                         Note: If Client subscribes to payroll, this section is view only.
                                             Salary adjustment info comes from Payroll Module.
HRIS Module: 8.0 Employment History

    Primary Info           Employment        Salary & Contributions           Bank & Payment         Spouse & Dependents    Benefits

    Salary History         Employment History        Promotion & Transfers             Training      Emergency      Attachments        Custom Fields


              Prior Employment History

           Name of Organization
           Country                                                                 Job Description
           Employment Start Date                                         C

           Employment End Date                                           C         Reason for Leaving
           Last Designation Held
           Last Drawn Salary                              Per mth/year




                                   Organization                              Country        Designation     Date Employed         Salary




                     Add                Delete
HRIS Module: 9.0 Promotion & Transfers

    Primary Info     Employment      Salary & Contributions    Bank & Payment    Spouse & Dependents    Benefits

    Salary History   Employment History      Promotion & Transfers    Training   Emergency      Attachments        Custom Fields




                                               Note: No changes made
HRIS Module: 10.0 Training

    Primary Info           Employment          Salary & Contributions    Bank & Payment            Spouse & Dependents    Benefits

    Salary History         Employment History          Promotion & Transfers       Training         Emergency     Attachments          Custom Fields


              Training & Certification

           Course Code                                                         Start Date                                                C

           Title                                                               End Date                                                  C

           Course Type                                                         Duration                                   Hours/days

           Category                                                            Recognised by Employer
           Course Provider or School                                           Bond
           Instructor(s)                                                       Bond Details
           Name of Award or Certificate
           Government Funded                                                   Certificate Valid Till                                    C

           Company Funded                                                      Certificate Attachment
           Results                                                                                               View      Browse…



                                        Course Title                       Date               Duration          Results         Validity




                     Add                 Delete
HRIS Module: 11.0 Emergency

    Primary Info     Employment      Salary & Contributions    Bank & Payment      Spouse & Dependents       Benefits

    Salary History   Employment History      Promotion & Transfers    Training     Emergency         Attachments        Custom Fields




                                                                                 To align label to
                                                                                 the top
HRIS Module: 12.0 Attachments

    Primary Info     Employment      Salary & Contributions    Bank & Payment    Spouse & Dependents    Benefits

    Salary History   Employment History      Promotion & Transfers    Training   Emergency      Attachments        Custom Fields
HRIS Module: 13.0 Custom Fields

    Primary Info       Employment       Salary & Contributions    Bank & Payment    Spouse & Dependents    Benefits

    Salary History      Employment History      Promotion & Transfers    Training   Emergency      Attachments        Custom Fields




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Hris feedback 9 dec2011 ttl (ver1rev2)

  • 1. PayrollServe HRIS Module Screen Layout & Design (Part 1 & 2) Prepared By: Tay Thain Lin Creation Date: 7 Dec 2011 Last Revision: 9 Dec 2011 Version: 1.0 Revision: 2.0
  • 2. Legend & Notes • Yellow shaded areas represent changes made since last version/revision • Red line represents deletion of fields • New fields are shaded red • All currency amount fields to take the format of “9,999.99” • All numeric fields to take the format of “9,999” • All date fields to take the format of “dd-mmm-yyyy”, e.g. 25-Dec-2011 • User should be able to enter date as dd/mm/yyyy manually without using calendar drop down. System will display in proper format.
  • 3. HRIS Module: Tab Menu Arrangement First row tabs will contain the data required for payroll processing. To use a slightly darker shade than the second row. To display this for all screens Salary & Contributions – rename Bank & Payment – rename Benefits – move and combine “Remuneration & and combine “Bank & Payment” up to first row CPF” and “IRAS” and “Salary Payment” [CompanyName] / [EmployeeName] [EmployeeID] / [Division] [Department] Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Salary History – Promotion & Training – Emergency – Custom Fields – rename from Transfer – rename combine from move down to rename from “Salary Adjustment” from “Movements” “Qualification” second row “Custom Details” and “Training”
  • 4. HRIS Module: Primary Info Tab Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Employee Profile HQ ID* From CMS Photo Company ID* From CMS (Click image area to add/replace) Max size Employee ID* 200x300pixels JPG/PNG files Employee Code1* Employee Code2 Employment Status Salutation & Full Name* Gender* Male Female Display Name Date of Birth* & Age C Last Name Race* First Name Marital Status* Middle Name Religion* Alias Name Nationality* Security Group Resident Status* Import Code Country of Origin Employee Identity Information NRIC* Passport1 Number Foreign Identification No. (FIN)* Expiry C IRAS Tax Reference No.* Country CPF Reference No.* Passport2 Number Expiry C Country
  • 5. HRIS Module: Primary Info Tab (continued) Address & Contact Residential Address (Unformatted) Residential Address (Formatted) Block or House Number Address Street Name Level Number Unit Number Postcode Postcode Country City State Country Email Corporate Email Correspondence/Other Address Personal Email Address Contact Numbers Country code & Number Mobile (Main) Mobile (Alternate) Postcode Home Phone Country Work Phone Fax Others Referral Source Other Remarks
  • 6. HRIS Module: Employment Tab Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Employment Details Cost Centre* Hire Division Legal Join Date* C Department Probationary Period Months Section Probation End Date C Team Confirmation Date C Designation Code* Code | Description Leave Effective Date C Designation Hire Reason Code Corporate Rank Hire Remarks Grade Code Employment Type* First Join Date C Work Week * Rehire Date C Sort Key Retain Benefits on Rehire? Project Code Job Code Resignation Sub-Job Code Resign Date C Last Date in Office C For Contractual Hire Resignation Code Type of Contract Resign Remarks Contract Start Date C Contract End Date C Resign with Allowance
  • 7. HRIS Module: 3.0 Salary & Contributions Tab Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Salary Details Salary Multiple Rates Basic Salary Base Currency* Code | Currency Name Rate 1 Basic Salary Payment Currency* Code | Currency Name Rate 2 Basic Salary* Rate 3 Salary Adjustment Previous Basic Salary Exchange Rates Base to Home Salary Rating* Home to Payment Pay Cycle* Base to Payment Salary Payment Mode* Salary Grade MVC & MSO Overtime Pay MVC Applicability Fixed Overtime Rate MVC Method & Value % or $ Calendar Cut-off Group MVC Freeze AWS & Bonus Factor Months MSO Scheme Exclude from Payroll Exclude from Headcount
  • 8. HRIS Module: 3.0 Salary & Contributions Tab (continued) CPF Contributions CPF Type Voluntary Contributions Local Overseas Employer CPF Ref. No. Employer CPF Rate % % Employee CPF Rate % % Other Statutory Contributions Skills Development Fund (SDF) CDAC Fund MBMF and Method SINDA Fund MBF Value ECF MF Value SHARE Donations Foreign Employee Work & Employment Pass Singapore Permanent Resident FWL Code Singapore PR Effective Date C FWL IRAS Reference No. Singapore PR Expiry Date C Work Permit Effective Date C Work Permit Expiry Date C Employment Pass Effective Date C Employment Pass Expiry Date C
  • 9. HRIS Module: 3.0 Salary & Contributions Tab (continued) IRAS IRAS Type* Overseas Posting Exclude from Tax Reporting Posted Overseas From C Tax Borne by Employer Posted Overseas To C IRAS Approve Date C IMS Reference Number Benefits in Kind Reporting IRAS Date C Tax Exemption
  • 10. HRIS Module: 4.0 Bank & Payment Tab Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Primary Local Bank Accounts Bank Code* Code|BankName Beneficiary Name in Bank Bank Branch Code* Code|BankName Employer Bank for Salary Crediting Bank Account Number * Employee Requires Salary Payment via Telegraphic Transfers and/or Multiple Bank Accounts If unchecked, salary payment will be credited into primary local bank account specified above. Salary Payment Allocation Sequence Payment Mode Bank T/T? Sequence Method Sequence Value 1 Bank Citibank No Percentage 70% 2 Cheque - Yes Percentage 20% 3 Bank POSB Yes Percentage 10% Add Bank Delete Bank Sequence Allocation Method & Value Payment Mode Currency Code for Payment 2Code|CurrencyName Inactive / Not in use Exchange Rate for Payment 2Code|CurrencyName Employer Bank for Salary Crediting
  • 11. HRIS Module: 4.0 Bank & Payment Tab (continued) Payment by Local Bank Account Bank Code* Code|BankName Bank Account Number Bank Branch Code* Code|BankName Beneficiary Name in Bank Payment via Telegraphic Transfer Contact Beneficiary Name Phone1 Address Phone2 Email1 Postcode & Country Email2 Mailing Address (if different) Fax1 Fax2 Postcode & Country Beneficiary Information Bank Code Bank Name Bank Branch Bank Address Bank Account Number Int’l Bank Account No. (IBAN) Routing Method SWIFT/Routing Code/BIC Postcode & Country Beneficiary is a Bank Screen continues next page
  • 12. HRIS Module: 4.0 Bank & Payment Tab (continued) Screen continued from previous page Intermediary Information Bank Code Bank Name Bank Branch Bank Address Bank Account Number Int’l Bank Account No. (IBAN) Routing Method SWIFT/Routing Code/BIC Postcode & Country Bank to Bank Instructions Line 1 Line 2 Line 3 Line 4 Line 5 Bank Charges Borne By Debit Bank Account
  • 13. HRIS Module: 5.0 Spouse & Dependants Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Spouse & Dependants Information Name Spouse’s Occupation Date of Birth & Age C Present Employer NRIC/Birth Cert/Passport No. Address of Employer Nationality Resident Status Gender Male Female Relationship to Employee Name of Child’s School (if below 16 years old) Name Relationship NRIC/BC Date of Birth / Age Gender Husband No dd-mmm-yy / NN Male Child Yes dd-mmm-yy / NN Female Father Yes dd-mmm-yy / NN Female Add Delete
  • 14. HRIS Module: 6.0 Benefits Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Note: No changes made; to confirm later with Payroll Module
  • 15. HRIS Module: 7.0 Salary History Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Salary Adjustment History Date of Salary Adjustment C Remarks Effective Date C New Basic Salary Adjustment Amount Previous Basic Salary Date Effective New Salary Adjustment Previous Remarks Add Delete Note: If Client subscribes to payroll, this section is view only. Salary adjustment info comes from Payroll Module.
  • 16. HRIS Module: 8.0 Employment History Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Prior Employment History Name of Organization Country Job Description Employment Start Date C Employment End Date C Reason for Leaving Last Designation Held Last Drawn Salary Per mth/year Organization Country Designation Date Employed Salary Add Delete
  • 17. HRIS Module: 9.0 Promotion & Transfers Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Note: No changes made
  • 18. HRIS Module: 10.0 Training Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Training & Certification Course Code Start Date C Title End Date C Course Type Duration Hours/days Category Recognised by Employer Course Provider or School Bond Instructor(s) Bond Details Name of Award or Certificate Government Funded Certificate Valid Till C Company Funded Certificate Attachment Results View Browse… Course Title Date Duration Results Validity Add Delete
  • 19. HRIS Module: 11.0 Emergency Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields To align label to the top
  • 20. HRIS Module: 12.0 Attachments Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields
  • 21. HRIS Module: 13.0 Custom Fields Primary Info Employment Salary & Contributions Bank & Payment Spouse & Dependents Benefits Salary History Employment History Promotion & Transfers Training Emergency Attachments Custom Fields Need to understand how this page will be displayed to comment further.