A step-by-step guide to operate business better with OCLite
ONLINE ONBOARDING
#OCLITELEVELUP
Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Register and Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage/Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 How to Create and Manage Customer (Debtor)
3.1 How to Create and Manage Invoice
3.2 How to Create and Manage Receipt (Receive Payment)
3.3 How to Create and Manage Credit Note
3.4 How to Create and Manage Debit Note
4.0 How to Create and Manage Supplier (Creditor)
4.1 How to Create and Manage Receive Invoice
4.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
Step 2: Manage Payroll Profile
In OfficeCentral, each paid staff MUST HAVE payroll profile. All salary information such as basic salary, bank account number, salary currency, etc are recorded in this payroll profile.
Where to Access Payroll
1️⃣ Where to Access This Function
-
Go to Payroll > Payroll Profiles > Payroll Profiles
-
You will see a list of existing payroll profile for each staff in your company.
| Button | Function |
|---|---|
| Create Profile Profile | Create payroll profile for the staff |
| Payroll Profile | Modify payroll profile |
2️⃣ Create Payroll Profile
Description:
| Number | Description |
| A | Enter staff basic salary. |
| B |
Select salary type whether it is daily, hourly or monthly. Daily: Salary is calculated per day worked. Enter the daily rate in the Basic Salary box. Staff earns RM80/day → Enter 80 in Basic Salary. Hourly: Salary is calculated per hour worked. Enter the hourly rate in the Basic Salary box. Staff earns RM10/hour → Enter 10 in Basic Salary. Monthly: Salary is calculated per month. Enter the monthly amount in the Basic Salary box. Staff earns RM2,000/month → Enter 2000 in Basic Salary. |
| C |
Select the frequency of salary payment in a month. Once a month: Staff receives their salary one time per month. Salary = RM2,000 → Paid once as RM2,000. Twice a month: Staff receives their salary two times per month. The system automatically splits the salary into two equal payments. Salary = RM2,000 → Paid RM1,000 in the first half, RM1,000 in the second half of the month. |
| D | Select salary calculation group for this staff. |
| E |
Fixed Allowance is an amount you pay to staff that remains the same regardless of leave or other factors.
⚠️ Important:
? Tip: Use the fixed allowance field only for amounts that should stay constant. |
| F | Tick “√” here if this staff has calculation for overtime. |
| G | Select bank for the purpose of salary payment for this staff. |
| H | Enter staff account number based on selected bank. |
| I | Select salary currency. |
Next, key in also other required information such as contributions to statutory bodies such as EPF, SOCSO, PCB, etc
3. Once done, click on “Save” button on the top right of the page.