ONLINE ONBOARDING

Step-by-step tutorials to help you get started with OCLite faster.

Step 1: Global Configuration

1. How to Log In to OfficeCentral?

2. How to Manage Company’s Information?

3. How Do I Manage Locations in OfficeCentral?

4. How to Manage Public Holidays?

5. How to Manage State Holidays?

6. How to Manage Company Bank Account?

7. How to Add, Remove & Replace Users?

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

8. Leave Setup – Step 3: Process Leave Entitlements

9. How to Manage Leave Application for Staff (HR / Admin)

Step 3: Payroll

1. Manage Payroll Profile

2. Process and Manage Salary Slips

Step 4: 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

14. How to Create and Manage Received Debit Note

15. How to Approve / Reject / Unapprove Transactions

Step 5: Pricebook

Step 1: Manage Pricebook Categories

Step 2: Pricebook Management – Add Product / Item / Service Details

Step 6: CRM

1. CRM Configurations – Setting & Configurations

2. How to Manage Leads

3. How to Manage Accounts

4. How to Manage Contacts

5. How to Manage Quotation

6. How to Manage Order Acceptance

7. How to Manage Delivery Order

8. How to Manage Invoice

9. How to Manage Receipt

10. How to Manage Meeting

11. How to Manage Phone Calls

Step 7: POS

1. How to Create a Counter

2. How to Create a Sales Transaction

3. How to Manage Back Office

Step 8: System Enhancements (Optional)

Global Configuration

1. How Do I Change My Username, Email, or Password?

2. How to Set Reports Template?

3. How to Top-Up OC Credit?

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)

2. How to Reassign Accounts

3. Financial Transactions Overview

ACCOUNTING

1. Accounting Configurations – Reference Number

Step 9: OC Lite Beginner Certification

Complete all onboarding modules to unlock and download your Beginner Digital Certificate.

Join KUN Group
Join Support Group
✦︎ Ask Gemini Gems
Next

Manage Adjustments – Adjustment Purposes

 

In OfficeCentral, you can also add additional earnings (allowance, bonus, commission, gratia etc) and additional deductions (PTPTN, advances, staff loan etc) types calculated during salary processing. To access this module, you need to have adjustment purpose first.

 

? Where to Access Payroll

 

 

1️⃣ Where to Access This Function

  1. Go to Payroll > Configurations > Adjustment Purposes > View List

  2. You will see a list of existing adjustment purposes for additional earnings / deductions. 

  3. From here, you can:

 

Button Function
Add Add new adjustment purpose 
Edit Modify adjustment purpose
Delete Permanently remove adjustment purpose

Use the screenshot below to locate each button

 

2️⃣ How to Add a New Adjustment Purpose

  1. Click Add.

  2. Fill in the required information:

 

No. Field Description Tips
1 Ajdustment Purspose Enter the allowance or deduction name (e.g., Travel Allowance) Use clear and standard naming
2 Shortcode Short form shown on salary slip (e.g., TRVALLW) No fixed format — follow company practice
3 Description Additional details about this adjustment Optional but useful for internal reference
4 Adjustment Type Select from available options (choose “Others” if not listed) Example: PTPTN, Commissions
5 Deduction Checkbox Tick (√) if this is a salary deduction Leave unticked if it is an allowance or other additional earnings
6 EPF Contribution Tick (√) if included in EPF calculation Based on company policy
7 SOCSO Contribution Tick (√) if included in SOCSO calculation Based on company policy
8 PCB / MTD Tick (√) if subject to monthly tax deduction For taxable allowances/deductions
9 Zakat Tick (√) if included in Zakat calculation If applicable
10 HRDF / PSMB Tick (√) if included in HRDF contribution For eligible companies
11 Overtime Tick (√) if included in overtime calculation Only if it affects OT

Use the screenshot below to locate each button

  1. Once complete, click Save (top-right of page).

⚠️ Important Notes

  • Only  UNUSED adjustment purposes can be deleted. Once deleted, it CANNOT be recovered.

  • Use the Adjustment Purpose setup to standardize allowances and deductions across payroll.

  • Any adjustments to staff should be done separately (individual or bulk).

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