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.
HRMS Configurations – Manage Department
The Department submodule in OfficeCentral allows your company to:
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Organize staff by department
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Map staff automatically to the correct Chart of Accounts
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Track payroll, employment contributions, and expenses accurately
⚠️ Note: Mapping to Chart of Accounts is optional. You can create a department without setting COA mappings. However, if you want automated accounting for payroll and related expenses, COA mapping is recommended.
? Where to Access HRMS
? Where to Access This Function
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Go to Configurations
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Click Department
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From here, you can:
No. Action Description Button 1 Add Create a new department Click New Record at the top of the page 2 Edit Modify an existing department’s information or COA mapping Click Edit next to the department in the list 3 Delete Permanently remove a department Click Delete next to the department in the list 4 Deactivate Temporarily disable a department without deleting it Click Deactivate next to the department in the list
Use the screenshot below to locate the Add New button:
1️⃣ Add a New Department (Compulsary Fields)
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Click New Record
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Fill in the department details:
| No. | Field | What to Enter |
|---|---|---|
| 1 | Department Name | Full name of the department (e.g., Sales, HR, Finance) |
| 2 | Description | Optional notes about the department |
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Click Save Form to create the department
Use the screenshot below to locate all fields and the Save button.
2️⃣ Map Chart of Accounts for the Department (Optional)
After adding the department, you can map it to various Chart of Accounts for automated financial posting.
| Field | Purpose | How to Use |
|---|---|---|
| Current Liabilities – Staff’s Claim | Track claim | Header: Creates a new Chart of Account automatically for each new staff. Detail: Maps new staff to the selected account; no new account is created. |
| Current Liabilities – Wages Payable | Track payroll wages | Header/Detail rules same as above |
| Overhead – Payroll Expense | Map normal payroll expenses | Header/Detail rules same as above |
| Overhead – Payroll Expense (Overtime) | Track overtime expenses | Header/Detail rules same as above |
| Overhead – Employment Expense (EPF Employer Portion) | Map EPF employer contribution | Only Detail accounts are allowed; staff auto-mapped |
| Overhead – Employment Expense (SOCSO Employer Portion) | Map SOCSO employer contribution | Only Detail accounts; staff auto-mapped |
| Overhead – Employment Expense (SIP/EIS Employer Portion) | Map SIP/EIS employer contribution | Only Detail accounts; staff auto-mapped |
| Overhead – Employment Expense (HRDF Employer Portion) | Map HRDF employer contribution | Only Detail accounts; staff auto-mapped |
| Overhead – Employment Expense (KWAP Employer Portion) | Map KWAP employer contribution | Only Detail accounts; staff auto-mapped |