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spay:procguide:finproc_fiscal [2021/07/18 23:01] mclement		spay:procguide:finproc_fiscal [2021/07/18 23:10] (current) mclement
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	{{:spay:procguide:yearly_params_2020_2021_all_ini.png|}}		{{:spay:procguide:yearly_params_2020_2021_all_ini.png|}}
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-	===== Employee EDF =====
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-	To view the employee EDF, follow the steps below:
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-	*  Step 1: Go to Employee
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-	*  Step 2: Click Employee EDF
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-	*  Step 3: Click Apply
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-	{{:spay:procguide:employee_edf_view1_2020_2021_1.png|}}
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-	The IET have been automatically updated as per Income Exemption Threshold 2020-2021
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-	{{:spay:procguide:employee_edf_view2_2020_2021.png|}}
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-	===== Employee EDF - Manual EDF Adjustment =====
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-	**<fc #ff0000>An EDF adjustment is performed only if there is a change in the Total Exemption amount.</fc>**
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-	To perform a manual EDF adjustment repeat above steps 1 to 3
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-	*  Step 4: Select Employee
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-	*  Step 5: Record the adjustment as follows:
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-	*  **Adj. No.:** Remove 0 and insert 1 for the first EDF adjustment of the current fiscal year, press Enter or Tab
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-	*  **3.1 to 3.9:** Remain 0, press Enter or Tab (Columns are not editable since the MRA requested only the Total Exemption amount)
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-	*  **Total Exemption Amount:** Insert the Total Exemption amount as per employee EDF form, press Enter or Tab
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-	*  **E.D.F Date:** Insert EDF adjustment date of the current month, press Enter or Tab
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-	*  **Periods left:** Displays automatically the number of months left in the current fiscal year starting July, for which the Tax Deduction Adjustment will be applicable, press Enter or Tab.
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-	*  **Tax Ded. Adj.:** Displays automatically the difference between the Total Exemption amount and the Previous Total Exemption amount
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-	*  Step 6: Click Save button on the toolbar
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-	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
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-	{{:spay:procguide:employee_edf_adj1_2020_2021.png|}}
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-	{{:spay:procguide:employee_edf_adj2_2020_2021.png|}}
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-	===== Employee EDF - MRA EDF Import =====
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-	**<fc #ff0000>To perform the import of the MRA E-EDF Excel file, you must download the file from the MRA website. Ensure the file is valid and contains the necessary information. Should you need assistance please contact the MRA.</fc>**
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-	{{:spay:procguide:mra_e-edf_excel_2020_2021.png|}}
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-	To perform the import, use the following steps:
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-	*  Step 1: Go to Import/Export
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-	*  Step 2: Click Imports icon
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-	{{:spay:procguide:import_export_import_2020_2021.png|}}
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-	*  Step 3: Double-Click **MRA EDF**
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-	*  Step 4: Choose the criteria as illustrated below:
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-	* **Company**: Choose the company from the list
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-	* **File path**: Browse the file location of the downloaded MRA E-EDF Excel file and select the file
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-	*  Step 5: Click Import button on the toolbar
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-	{{:spay:procguide:mra_e-edf_import_criteria_2020_2021.png|}}
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-	===== Employee EDF - MRA EDF Imported Data =====
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-	To view the MRA EDF Imported Data, use the following steps:
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-	*  Step 1: Go to Employee
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-	*  Step 2: Click Employee EDF
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-	*  Step 3: Click Apply
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-	{{:spay:procguide:employee_edf_view1_2020_2021_1.png|}}
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-	*  Step 4: Select Employee
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-	*  Step 5: View the imported MRA EDF data as illustrated below - Scroll to the right-hand side of the adjustment menu to view till the end of the record
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-	{{:spay:procguide:employee_edf_view_mra_edf_imported_data1_2020_2021_2.png|}}
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-	{{:spay:procguide:employee_edf_view_mra_edf_imported_data2_2020_2021.png|}}
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-	{{:spay:procguide:employee_edf_view_mra_edf_imported_data3_2020_2021.png|}}
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-	{{:spay:procguide:employee_edf_view_mra_edf_imported_data4_2020_2021.png|}}
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-	===== Employee EDF - MRA EDF Imported Data (New Recruit) =====
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-	**<fc #ff0000>After a new recruit of September 2020 has been created and his EDF data imported using the MRA E-EDF Excel file, it is compulsory that you go through his EDF record on the system 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>**
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-	To do so, follow the steps below:
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-	*  Step 1: Go to Employee
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-	*  Step 2: Click Employee EDF
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-	*  Step 3: Click Apply
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-	*  Step 4: Scroll to the right-hand side of the menu to view till the end of the EDF record
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-	*  Step 5: Activate the First Employment Flag (if needed)
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-	{{:spay:procguide:employee_edf_new_recruit1_2020_2021.png|}}
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-	{{:spay:procguide:employee_edf_new_recruit2_2020_2021.png|}}
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