Differences

spay:procguide:finproc_fiscal [2020/09/07 15:10] 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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-	===== EDF Category =====
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-	To view the EDF category, use the following steps:
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-	*  Step 1: Go to Fiscal Procedures
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-	*  Step 2: Click Fiscal Procedures icon
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-	*  Step 3: Click **Update EDF Categories** icon
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-	*  Step 4: View EDF categories
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-	{{:spay:procguide:edf_category_2020_2021.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 IET:** Remove IET amount and insert 0, press Enter or Tab
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-	*  **3.2 to 3.9:** Remain 0. 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 EDF data has been 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.</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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	{{skb:link.png}}[[:spay:procguide:finproc_returns|Verification prior to Financial Returns]]		{{skb:link.png}}[[:spay:procguide:finproc_returns|Verification prior to Financial Returns]]
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-	===== NPF Ceiling July 2020 (Automatic Payroll Adjustment in August and Arrears in July) =====
-	To verify the automatic adjustment and arrears performed by the system, click the following link:
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-	{{skb:link.png}}[[:spay:procguide:finproc_NPF Adj Arr|Automatic Adjustment in August and Arrears in July]]