This feature allows you to combine and bulk download bank, statutory, and yearly files, as well as payroll and variance reports of several payroll centers.
A. DEFINING THE MAIN & AFFILIATE PAYROLL CENTERS :
1. At HR Lounge, click on Payroll.
2. At Settings > Payroll center information > GENERAL INFORMATION, tick the "Define as main payroll center" checkbox.
* NOTE : Any user with access to the main payroll center, will have the right to bulk download bank, statutory, and yearly files, as well as payroll and variance reports by combining the main payroll center with the affiliate payroll center(s).
3. Select the "Affiliate payroll centers", by ticking the checkbox from the dropdown list.
* NOTE : The affiliate payroll center(s) must be a part of the same country, and have the same registration information as the main payroll center.
Example of information that MUST be the same for main and affiliate payroll centers :
i. Country : Malaysia
ii. Registration information : Company Registration Number, E Number, C Number, EPF Number, SOCSO Number, Phone Number, Officer Name, Officer Position, Organizations
If the affiliate payroll center(s) country and registration information are not the same as the main payroll center, the bulk downloaded files/reports will follow the country and registration information of only the main payroll center.
4. Scroll down to the bottom of the page, and click "Save".
B. DOWNLOADING THE COMBINED FILES
* NOTE : The action performed to bulk download the combined files MUST be done only from the main payroll center.
1. At HR Lounge, click on Payroll.
2. At the main payroll center's Dashboard, click on the completed payroll month.
3. The types of files/reports that you can bulk download from the main payroll center are :
a. Payroll Report
b. Variance Report
c. Statutory Reporting
d. Bank File
e. Form E / CP8D
To bulk download the files/reports of the main and affiliate payroll centers, click on the "Text File" / "Download" button, depending on the type of file/report you wish to generate.
The first example below is for the PCB Text File bulk download, of the main and affiliate payroll centers :
i. Click on the "Text File" button.
ii. At the "Generate statutory file" pop-up, tick the "Download combined file" checkbox.
* NOTE : Leave the "Download combined file" checkbox unchecked, if you want to download the text file for the main payroll center only.
iii. Click on the "Generate" button to bulk download the PCB Text Files.
* NOTE : Only the information from completed payrolls will be included and generated in the text file.
The second example below is for the Form E / CP8D File bulk download, of the main and affiliate payroll centers :
i. At the main payroll center's Dashboard, click on QUICK ACTIONS > Form E / CP8D > Download.
ii. At the Download EA / CP8D pop-up, tick the "Download combined file" checkbox.
* NOTE : Leave the "Download combined file" checkbox unchecked, if you want to download the text file for the main payroll center only.
iii. Select the employees.
iv. Click on the "Download" button.
* NOTE : Only the information from completed payrolls will be included and generated in the text file.