Differences

spay:usermanual:emp_empedf [2017/08/08 16:18] mclement		spay:usermanual:emp_empedf [2020/06/05 15:26] (current) mclement
Line 1:		Line 1:
	====== Employee Declaration Form (EDF) ======		====== Employee Declaration Form (EDF) ======
-	{{:spay:usermanual:edf_form_2018.png|}}	+	To view Employee EDF follow the below steps:
-	To view or update EDF details proceed as follows:	+	*  Step 1: Go to Emplouee
-	*  Step 1: Click Employee menu	+	*  Step 2: Click Employee EDF icon
-	*  Step 2: Click Employee EDF icon	+	*  Step 3: Click Apply
-	{{:spay:usermanual:employeeedf2018.png|}}	+	{{:spay:usermanual:edf_criteria_2018_2019.png|}}
-		+
-	Below is an explanation of the content of the EDF menu:	+
		+	{{:spay:usermanual:emp_edf_2018_2019.png|}}
	* **Employee Code:** Numeric existing employee codes. The employee name is displayed after the code		* **Employee Code:** Numeric existing employee codes. The employee name is displayed after the code
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	* **Work Permit Date:** This date applies to non-citizen. Format is day/month/year		* **Work Permit Date:** This date applies to non-citizen. Format is day/month/year
	* **E.D.F Date:**  It is the date indicated on the EDF form of the employee. Format is day/month/year		* **E.D.F Date:**  It is the date indicated on the EDF form of the employee. Format is day/month/year
-	* **3.1 Income Exemption Threshold, 3.2 Additional Exemption, 3.3 Interest Relief, 3.4 Relief for Med or Health Ins. Premium and 3.5 Deduction for household employees:**  are updated according to <fc #6495ed> section 3 of the EDF form which has been filled by the employee</fc>	+	* **3.1 Income Exemption Threshold:** The EDF category of the employee (refer to the EDF form of the employee). The  amount can be overwritten only if:
		+
		+	-The new EDF categories are known and applied during the 1st month of the fiscal year, i.e July OR
		+	-The Government authorities officially declare new Income Exemption Threshold amounts
		+
		+
		+	* **3.2 Additional Exemption**
		+	* **3.3 Interest Relief**
		+	* **3.4 Relief for Med or Health Ins. Premium**
		+	* **3.5 Deduction for solar emery investment allowance**
		+	* **3.6 Deduction for household employees**
		+	* **3.7 Deduction for rainwater harvesting investment allowance**
	* **EDF Divider:** The E.D.F divider value 13 is displayed automatically		* **EDF Divider:** The E.D.F divider value 13 is displayed automatically
-	* **First Employment:** Flag indicates if the employee starts working for the first time in the current fiscal year or not	+	* **First Employment:** Flag is activated when employee submits an EDF for the first time in the current fiscal year
	* **Pensioner:** Flag indicates if employee is more than 60 years of age or not		* **Pensioner:** Flag indicates if employee is more than 60 years of age or not
	* **Tax Exemption:** Flag is activated to force the system not to calculate tax for the employee		* **Tax Exemption:** Flag is activated to force the system not to calculate tax for the employee
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	* **PAYE Er %:** The percentage tax the employer has to pay for the employee		* **PAYE Er %:** The percentage tax the employer has to pay for the employee
		+
	====== Employee Declaration Form (EDF) Adjustment ======		====== Employee Declaration Form (EDF) Adjustment ======
-	{{:spay:usermanual:edf_adjustment.png|}}	+	An **EDF adjustment** is performed only when the employee changes Income Exemption Threshold category and/or Additional Exemption/Interest Relief/Relief for Med or Health Ins. Premium/Deduction for solar energy or household employees or rainwater harvesting
		+
		+	To perform an EDF adjustment follow the below steps:
		+
		+	*  Repeat Steps 1 to 3 used to view Employee EDF
		+
		+	*  Step 4: Select Employee
		+
		+	*  Step 5: Insert Adjustment no. 1 and insert any new figures as per his new EDF
		+
		+	* **Note:** In the case of unchanged Income Exemption Threshold, keep the same figures in column 3.1 of the adjustment menu
		+
		+	*  Step 6: Click Save
		+
		+	{{:spay:usermanual:emp_edf_adj_2018_2019.png|}}
	* **Adj. No.:** Numeric		* **Adj. No.:** Numeric
-	* **3.1 Income Exemption Threshold, 3.2 Additional Exemption, 3.3 Interest Relief, 3.4 Relief for Med or Health  Ins. Premium and 3.5 Deduction for household employees:**  are updated according to section 3 of the new EDF form which has been filled by the employee	+	* **3.1 Income Exemption Threshold, 3.2 Additional Exemption, 3.3 Interest Relief, 3.4 Relief for Med or Health  Ins. Premium and 3.5 Deduction for solar enery, 3.6 Deduction for household employees, 3.7 Deduction for rainwater harvesting:**  are updated according to section 3 of the new EDF form which has been filled by the employee
	* **E.D.F Date:** The date specified on the new E.D.F form		* **E.D.F Date:** The date specified on the new E.D.F form
	* **Periods left:** The number of periods left over the current fiscal year as from the adjustment date		* **Periods left:** The number of periods left over the current fiscal year as from the adjustment date