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spay:procguide:finproc_edf [2023/07/06 23:42] mclement |
spay:procguide:finproc_edf [2023/07/10 00:39] (current) mclement |
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| =====Employee EDF====== | =====Employee EDF====== | ||
| - | ===== How to change the Total Exemption Amount (applicable for the month of July only) ===== | + | ===== Applicable for the month of July 2023 only ===== |
| - | **<fc #ff0000>A change the Total Exemption Amount arises only if there is a change in the employees Total Exemption amount, Reliefs and Deductions.</fc>** | + | * Changes in the Total Exemption Amount for the EDF can be performed using the following options: |
| - | * Step 1: Go to Employee | + | * ** MRA E-EDF facility ** (after employees have filed their EDF on the website of the MRA, the employer downloads the EDFs and imports them through Sicorax Payroll) |
| - | * Step 2: Click Employee EDF | + | * ** Manual input of the new Total Exemption Amount through Employee EDF** |
| - | * Step 3: Click Apply | + | ===== MRA E-EDF Import ===== |
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| - | {{:spay:procguide:employeeedf_manual_update_tte_2022_2023.png|}} | + | |
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| - | * Step 4: Select the employee's record | + | |
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| - | * Step 5: Use the scroll bar to go to the right-hand side of the screen | + | |
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| - | * Step 6: Modify the Total Exemption amount | + | |
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| - | {{:spay:procguide:employeeedf_manual_insert_tte_2022_2023.png|}} | + | |
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| - | ===== MRA E-EDF Import or Manual EDF Adjustment ===== | + | |
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| - | * EDF adjustment can be performed using the following options: | + | |
| * ** MRA E-EDF facility ** (after employees have filed their EDF on the website of the MRA, the employer downloads the EDFs and imports them through Sicorax Payroll) | * ** MRA E-EDF facility ** (after employees have filed their EDF on the website of the MRA, the employer downloads the EDFs and imports them through Sicorax Payroll) | ||
| - | * ** Manual input of new EDF through Employee EDF** | + | * ** To perform the import of the MRA E-EDF Excel file, you must download the file from the the website of the MRA. Ensure the file is valid and contains the necessary information. Should you need assistance regarding the download of the MRA E-EDF Excel file kindly refer to the following link https://www.mra.mu/index.php/eservices1/corporate/employee-declaration-form-edf-employer or contact the MRA.** |
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| - | ===== MRA E-EDF Import ===== | + | |
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| - | * Step 1: ** To perform the import of the MRA E-EDF Excel file, you must download the file from the the website of the MRA. Ensure the file is valid and contains the necessary information. Should you need assistance regarding the download of the MRA E-EDF Excel file kindly refer to the following link https://www.mra.mu/index.php/eservices1/corporate/employee-declaration-form-edf-employer or contact the MRA.** | + | |
| * **<fc #ff0000>The MRA E-EDF Excel file must be in xls format.</fc>** | * **<fc #ff0000>The MRA E-EDF Excel file must be in xls format.</fc>** | ||
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| * An illustration of the file after download from the website of the MRA is shown below. | * An illustration of the file after download from the website of the MRA is shown below. | ||
| - | {{:spay:procguide:spay_downloaded_edf_excel_file_from_mra_website1.png|}} | + | {{:spay:procguide:spay_mraedfimport_20232024_2.jpg|}} |
| * Step 2: On Sicorax Payroll Go to Import/Export | * Step 2: On Sicorax Payroll Go to Import/Export | ||
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| * Step 2: Click Employee EDF | * Step 2: Click Employee EDF | ||
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| + | {{:spay:procguide:spay_employee_edf_verifyimportededf.jpg|}} | ||
| * Step 3: Click Apply | * Step 3: Click Apply | ||
| - | {{:spay:procguide:spay_verify_imported_mra_edf.png|}} | + | {{:spay:procguide:spay_employeeedfcriteria_verifyimportededf.jpg|}} |
| - | * Step 4: Select Employee | ||
| - | * Step 5: View the MRA EDF imported record as illustrated below - Scroll to the right-hand side of the adjustment menu to view till the end of the record | + | {{:spay:procguide:spay_employeeedf_importededf.jpg|}} |
| - | * **Adj. No.:** Displays the first EDF adjustment for the current fiscal year | + | ===== MRA E-EDF Import(New Recruit)===== |
| - | * **Total Exemption Amount:** Displays the Total Exemption amount as per the MRA E-EDF file | + | **<fc #ff0000>New recruits created on Sicorax Payroll, may have their EDF input manually through Employee EDF or imported using the MRA E-EDF import procedure. |
| - | * **E.D.F Date:** Date is automatically set by Sicorax Payroll during import (date falls within actual payroll calendar) | + | After completion of the manual input or import, it is compulsory to go through the new recruit's EDF record through Employee EDF to ensure additional flags are activated e,g First Employment Flag (Where a person, other than an exempt person, takes up employment for the first time in the current fiscal year).</fc>** |
| - | * **Periods left:** Displays the number of months left in the current fiscal year starting July, for which the Tax Deduction Adjustment will be applicable. | ||
| - | * **Tax Ded. Adj.:** Displays the difference between the Total Exemption amount and the Previous Total Exemption amount | + | To view the new recruit's EDF and activate the necessary flags, follow the steps below: |
| - | The Tax Ded. Adj. can either be positive or negative depending on the difference between the Total Exemption amount and the Previous Total Exemption amount | ||
| - | {{:spay:procguide:spay_verify_imported_mra_edf1.png|}} | + | * Step 1: Go to Employee |
| + | * Step 2: Click Employee EDF | ||
| + | {{:spay:procguide:spay_employee_edf_verifyimportededf.jpg|}} | ||
| - | ===== MRA E-EDF Import(New Recruit)===== | + | * Step 3: Click Apply |
| - | **<fc #ff0000>New recruits created on Sicorax Payroll , may have their EDF input manually through Employee EDF or imported using the MRA E-EDF import procedure. | + | {{:spay:procguide:spay_employeeedfcriteria_verifyimportededf.jpg|}} |
| - | After completion of the manual input or import, it is compulsory to go through the new recruit's EDF record through Employee EDF to ensure additional flags are activated e,g First Employment Flag (Flag is activated when employee submits an EDF for the first time in the current fiscal year).</fc>** | + | * Step 4: Activate the First Employment Flag (if needed) **<fc #ff0000>First Employment: Where a person, other than an exempt person, takes up employment for the first time in the current fiscal year.</fc>** |
| - | To view the new recruit's EDF and activate the necessary flags, follow the steps below: | + | {{:spay:procguide:spay_employeeedf_importededf_newrecruit_firstempflag_1.jpg|}} |
| + | ===== Manual input of the new Total Exemption Amount through Employee EDF ===== | ||
| * Step 1: Go to Employee | * Step 1: Go to Employee | ||
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| * Step 3: Click Apply | * Step 3: Click Apply | ||
| - | {{:spay:procguide:spay_edf_criteria_20222023.png|}} | + | * Step 4: Select the employee's record |
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| + | * Step 5: Activate Declaration Form | ||
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| + | * Step 6: Insert the EDF Date | ||
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| + | * Step 7: Modify the Total Exemption amount | ||
| - | * Step 4: Select Employee - The below illustrates a manual EDF input or an MRA E-EDF import | + | * Step 8: Activate the first employment flag (if needed) **<fc #ff0000>First Employment: Where a person, other than an exempt person, takes up employment for the first time in the current fiscal year.</fc>** |
| - | * Step 5: To activate the First Employment Flag (if needed)Scroll to the right-hand side of the menu to move till the end of the EDF record | + | {{:spay:procguide:spay_employeeedf_manualinputedf_newrecruit_firstempflag_3.jpg|}} |
| - | {{:spay:procguide:first_employment_flag_for_new_recruit.png|}} | ||