Release Notes UBS Payroll System
ORIGINAL
SAGE UBS Corporation Sdn. Bhd. Release Notes
Private and Confidential
Version Dated : : UBS NINE : Version 3 (Build 9.3.2) February 19th 2009
SAGE UBS Corporation Sdn. Bhd.
Suite 1B-6, Level 6, Block 1B, Plaza Sentral, Jalan Stesen Sentral 5, Kuala Lumpur Sentral, 50470 Kuala Lumpur, Malaysia.
www.ubs-software.com
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Release Notes UBS Payroll System
Table of Contents
A.
INTRODUCTION.......................................................................................... 3
B. INSTALLATION INSTRUCTION .................................................................. 4 C. WHATS NEW............................................................................................ 13 D. UPGRADE CONCERNS .......................................................................... 137
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Release Notes UBS Payroll System
A. INTRODUCTION
This release notes covers installation instruction, and whats new for UBS NINE : Version 3.2 Payroll (February 19th 2009).
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Release Notes UBS Payroll System
B. INSTALLATION INSTRUCTION
1. Insert the UBS installation CD into the CD-ROM drive and wait for the UBS Software Installation Menu to appear. If the installation menu does not appear automatically, select the CD-ROM drive in My Computer or Computer and run the Setup.htm. In the Installation menu, select the UBS program that you want to install.
2.
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Release Notes UBS Payroll System
3.
Double click on the setup file (.msi).
4.
After the UBS program has been selected, the installation window will be prompted, and then click Next.
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Release Notes UBS Payroll System
5.
On the License Agreement page, read and select I Agree, and then click Next.
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Release Notes UBS Payroll System
6.
On the Select Installation Type page, select one of the following: For multi users Server Workstation Standalone
If you select Server Installation, the server program will be installed. If you select Workstation Installation, the client program will be installed. If you select standalone Installation, the standalone program will be installed.
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Release Notes UBS Payroll System
7.
On the Select Installation Folder page, you can do the following: To change the installation folder location, click Browse. To view the storage drives whichever disk space is available for installation, click Disk Cost. To determine the computer user who is allowed to use the UBS program, select Everyone or Just me. After the options have been defined, click Next.
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Release Notes UBS Payroll System
8.
On the Confirm Installation page, click Next to start the installation.
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9.
After the installation has been confirmed, the installation will be started.
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Release Notes UBS Payroll System
10. On the Installation Complete page, click Close.
After installation, a UBS icon will be created on the desktop.
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Release Notes UBS Payroll System
C. WHATS NEW
Payment Menu
No 1 Item View Calculation Details Payments 2nd half Payroll View Payslip, click View Calculation Used to view the value of each parameter of STD formula 2009 Payments 2nd half Payroll Add/Update Normal Pay (Relief) Used to maintain monthly relief Point cursor to view the label for instruction Payments 2nd half Payroll Add/Update Normal Pay (Basic Pay & Overtime), click More button Used to maintain compensate amount and gratuity amount. Payments 2nd half Payroll Management Report By Line no. / Branch / Category / Department Monthly Tax Relief listing report Payments 2nd half Payroll Management Report By Line no. / Branch / Category / Department Monthly compensation / gratuity report
Current Relief
Compensation and Gratuity
4 Tax Relief Transaction List
5 Compensation / Gratuity Report
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Release Notes UBS Payroll System
Personnel Menu
No 1 Item Child Relief Point Details Personnel Add/ Update Employee (Personnel Details) Used to key in total child relief point to determine child deductions Personnel Add/ Update Employee (Setting) Has been removed as its not applicable in new regulations of STD Calculation 2009. New option has been added, which is Owner/Have control to the company. o Select Yes if current employee is the owner or one of the owner of this company. o Select No if current employee is not the owner of this company. o Select Foreign if current employee is foreigner. Personnel Add/ Update Employee (Previous Relief) Used to key in accumulated allowable deductions including from previous company (if any), accumulated PCB/Zakat/Levy/EPF, and accumulated salary payment within a same salary year.
PCB Setting
Previous Relief
Government Menu
No 1 2 3 4 5 Item CP 39 CP 39A TP 1 CP 8 CP 8A Details Government Income Tax Reports. Government Income Tax Reports. Government Income Tax Reports. Monthly Relief and Rebate for individual. Government Income Tax Reports. E Form. Government Income Tax Reports. EA Form.
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Release Notes UBS Payroll System
Monthly & Yearly Menu
No 1 Item Mtd Compensation / Gratuity Details Monthly & Yearly Month To Date Pay Listing By Line no / Branch / Category / Department Month to date compensation / gratuity report. Monthly & Yearly 12 Months Yearly Reports Tax Relief report for 12 Months (January until December) Monthly & Yearly Year To Date Pay Reports By Line no / Branch / Category / Department Year to date compensation / gratuity report.
12 Months Tax Relief
Ytd Compensation / Gratuity
Housekeeping Menu
No 1 Item Control Details Housekeeping Setup Parameter Setup, (Control) Options below have been removed as its not applicable in new regulations of STD Calculation 2009. o Do not adjust Bonus PCB / Comm. PCB / Dir. Fee PCB on 2nd Half o Bonus PCB calculated based on last year December taxable amount Options Employee EPF paid by Employer is taxable has been removed due to complexity of STD Calculation 2009. Will put in future enhancement. Housekeeping Setup Parameter Setup, (Auto Numbering) Used to set the format of Tax Relief ID Whenever there is a new relief maintained in Normal Pay, system will auto assign one Tax Relief ID for each relief item.
Auto Numbering
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Release Notes UBS Payroll System
3 Payment Table
For record purposes. Housekeeping Setup Table Maintenance. All checkboxes for PCB have been removed due to the new regulations of STD Calculation 2009. Column Pay Every ? Months has been removed due to the regulations of STD Calculation 2009. Housekeeping Setup Table Maintenance. EA column is added, in order to assigns particular allowance item show in EA column no. 1, 3, 5 and 16. Relief Code is added, in order to determine relief type for particular allowance item. (available relief code are TR0014 and TR0016 until TR0023. Refer to Tax Relief Table for details. ) Housekeeping Setup Government Table Has been removed as its not applicable in new regulations of STD Calculation 2009. Housekeeping Setup Government Table Able to list Schedule 1 for user to retrieves the value of P, M, R, B. Able to get the value of D(Individual Deduction), S(Spouse Deduction), C(Children Deduction) for STD Calculation 2009. Housekeeping Setup Government Table A list of Tax Relief with capping amount. APS no. 55 Tax (CP39) LHDN & Alliance Bank APS no. 63 EPF (Borang A) Alliance Bank
Allowance Table
PCB Table
PCB Constant Value
7 8
Tax Relief Table APS
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Release Notes UBS Payroll System
D. UPGRADE CONCERNS
Users are advised to upgrade the system following a proper way. 1. For user who is upgrading from 8.X, please follow the steps as below: a. Upgrade to 9.0 (by Existing data). b. In version 9.0, run the following options in sequence. i. Go to Housekeeping File Re-organisation A. Generate Pay_12m ii. Go to Housekeeping File Re-organisation Upgrade iii. Go to Housekeeping File Re-organisation Index c. Then, upgrade to Version 9.2 or Version 9.2 SR X (by existing data or restore backup file). d. In Version 9.2 or Version 9.2 SR X, system will auto detect that the data is from previous version and will prompt upgrade data files. Click OK to run upgrade. If the system does not prompt upgrade data files, go to Housekeeping File Reorganisation Upgrade and run it. Then, go to Housekeeping File Reorganisation Index and run it. e. You may now upgrade to Version 9.3.2. (by existing data or restore backup file). 2. For user who is upgrading from 9.0 or 9.0b, repeat Step 1 (c) until Step 1 (e). 3. For user who is upgrading from 9.2 and above, you may upgrade directly to Version 9.3.2. 4. User SHOULD NOT: a. Upgrade from Version 8.X directly to 9.3.2. b. Upgrade from Version 9.0 or 9.0b directly to 9.3.2. c. Upgrade using export and import data. d. Upgrade without running Upgrade and Index. e. Upgrade from 8.X to 9.X without running Generate Pay_12m. f. Copy and paste or Overwrites all/any database files to new version.
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