A Guide to the Evolt Enterprise System

Payroll Setup

Steps to create a new payroll item

  1. Open the Payroll Item List: Application Menu - Payroll - Payroll Setup - Payroll Item - Payroll Item List
  2. Click the Create button at the bottom of the page to open the Payroll Item screen.
  3. Choose a unique code for the payroll item, uppercase code is preferred.
  4. Set description.
    5. Set payroll category as of WAGE, SUPERANNUATION/CPF,SUPERANNUATION/CPF (DEDUCTION), ALLOWANCE, LEAVE or DEDUCTION.
  5. Leave Linked Account and Subsidiary Ledger Code, Secondary Linked Account as blank.
  6. Set Update Sign to +.
  7. Select Pay Frequency.
    8. Select Input Type.
    Choose the input type based on how the pay item amount is decided:
    * User Enterred: when the amount is a variable and determined offline.
    * Fixed Hourly: fix a rate per hour. * Fixed (Per Pay Period): amount is fixed for each pay period such as montly salary, fixed allowances.
    * Calculated Hourly: for overtime. * Calcualted (By Contribution Table): when amount is determined by a complex contribution scheme such as CPF, SDL, MBMF, etc. * Calculated (Per Pay Period): not in use.
  8. When Fixed Hourly is selected, set $ per hour into Fixed Option.
    When Fixed Per Pay Period is selected, set $ per period into Fixed Option.
  9. Set Calculation Option.
    Please consult system administrator or technical support from Evolt about how to set this option.
  10. Select rounding option if there is a need to do so.
  11. Select disabled as No.
  12. Click Save.
The factory installation should aleady have all the payroll items defined and ready to be used. In most cased, there is no need to create user-own payroll item.

Steps to update payroll profile for employee

  1. Open the Employee List: Application Menu - Payroll - Employee - Employee List
  2. Locate the employee to be manged, click Edit next to the record to open the Employee screen.
    To create a new employee, please follow Application Menu - Organization Setup - Employee.
  3. Select Pay Basis as Salary (for monthly income) or Hourly (for hourly wages).
  4. Select Pay Frequency as Monthly.
    If payroll is processed more than once a month, in some situations, CPF won't be calcualted correctly. Consult technical support from Evolt before you set it to other options.
  5. Set No of Hours Per Pay Period.
  6. Set Wage Per Pay Period.
  7. Set Hourly Pay Rate.
    If the employee is receiving overtime payment or hourly wages, this field must be calcualted offline and entered. For example, if the employee is working 100 hours per month and whose monthly income is 2000.00, please set this hourly rate as 2000.00/100=20.

    If the employee is not receving overtime payment or hourly wages, this field can be set as any value above 0.
    8. Set CPF Contribution as Standard Rate by CPF Act..
  9. Add BASE HOURLY or BASE SALARY as the first line of payroll item.
  11. Add CPF (EMPLOYER PAYABLE) and CPF (EMPLOYEE RECOVERABLE). Under option, please select SC-SPR3YEAR, SPR2YEAR or SPR1YEAR.
  12. Add other applicable payroll items. Set fixed rate or amount if input type is fixed by hourly or fixed by period.
  13. Click Save.