ONLINE ONBOARDING
Step-by-step tutorials to help you get started with OCLite faster.
Step 1: Global Configuration
Step 2: HRMS
1. HRMS Configurations – Manage Department
2. HRMS Configurations – Manage Designation
3. HRMS Configurations – Manage Job Classifications
4. Staff Management – How to Add New Staff?
5. Staff Management – How to Edit Staff’s Information?
6. Leave Setup – Step 1: Define Leave Types
7. Leave Setup – Step 2: Leave Entitlement Defaults
Step 3: Payroll
Step 4: Pricebook
Step 5: CRM
Step 6: Accounting
1. Accounting Configurations – Wizards
2. Accounting Configurations – Accounting Period
3. Understanding Chart of Accounts
4. How to Create and Manage Customer (Debtor)
5. How to Create and Manage Invoice
6. How to Create and Manage Receipt (Receive Payment)
7. How to Create and Manage Credit Note
8. How to Create and Manage Debit Note
9. How to Create and Manage Supplier (Creditor)
10. How to Create and Manage Receive Invoice
11. How to Create and Manage Self-Billed Invoice
12. How to Create and Manage Payment (Issue Payment / Payment Voucher)
13. How to Create and Manage Received Credit Note
Step 7: System Enhancements (Optional)
Global Configuration
1. How Do I Change My Username, Email, or Password?
2. How to Set Reports Template?
4. What Should I Do If I Forgot My Password?
HRMS
1. HRMS Configurations – Manage Approvers
2. Staff Management – Resign, Deactivate, Suspend & Unassign
PAYROLL
1. Manage Adjustments – Adjustment Purposes
2. Manage Adjustments – Add Adjustment Individually
CRM
1. Contact Book Overview (Leads, Accounts and Contacts)
3. Financial Transactions Overview
ACCOUNTING
Step 8: OC Lite Beginner Certification
Complete all onboarding modules to unlock and download your Beginner Digital Certificate.
You can update your Company Profile to include:
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Company basic information
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Logo
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GST/SST information
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Financial information
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Language & culture
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Email settings
⚠️ Keeping this information accurate ensures proper invoicing, payroll reporting, and statutory compliance.
Where to Access This Function
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Go to Global Configuration
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Click Company Profile
Use the screenshot below to locate each button:
1️⃣ BASIC Information
Click the Basic tab to update your company’s general information.
| No. | Field | What to Enter |
|---|---|---|
| 1 | Company Name | Full registered company name |
| 2 | Company Registration Number | Your official registration number |
| 3 | Phone Number | Main company phone number |
| 4 | General contact email for the company | |
| 5 | Address | Full company address (street, city, postcode) |
Use the screenshot below to locate each field and button.
2️⃣ LOGO
You can upload or update your company logo.
Steps:
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Click the Logo tab
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Click Choose File to select the logo from your computer
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Click Upload to upload the logo
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Once uploaded, click Save Changes
| Tip | The logo file size should be less than 100kb. |
Use the screenshot below to locate the Choose File and Upload buttons.
3️⃣ GST/SST
Click the GST/SST tab to update your sales tax information.
Note: User need to fill in taxes information to download tax report
4️⃣ FINANCIAL INFORMATION
Click the Financial tab to enter your company’s financial details.
| No. | Field | What to Enter |
|---|---|---|
| 1 | Payable To | Full company name (as registered) |
| 2 | Bank Name | Company bank name (e.g., Maybank, CIMB) |
| 3 | Bank Account Number | Company bank account number |
| 4 | Statutory Numbers (optional) | Company’s EPF, SOCSO, Income Tax, Zakat, Tabung Haji, PayPal email, Corporate Code for Maybank |
⚠️ Important: Fill in statutory numbers correctly (#4), as this will reflect in Payroll statutory forms.
Use the screenshot below to locate each field and button.
5️⃣ LANGUAGE & CULTURE
Click the Language & Culture tab to configure system language settings.
| No. | Field | What to Enter |
|---|---|---|
| 1 | Language | Select your preferred language for the system |
Make sure to save and re-login to view changes
6️⃣ SETTINGS
Click the Settings tab to configure automatic email notifications.
Any automatic email setup selected in this setting will consume OC Credit