Step 2: Setting up for Company Structure and Information

Things you need to prepare:

1) Create Organizations

Here are few notes to describe what is included in an organization

Note 1* There are two types of organizations, Parent organization(Headquarter) and organization(Branch)

Note 2* Organization code cannot be modified after created, while organization name can be modified anytime

Note 3* Organization contains basic information like address, MPF plan, and Tax file number etc......

Note 4* Payslip format and standard could be set up in each organization

Note 5* Any functions related to ESS(employee self-service) could be set up in each organization

Now set up the company structure and information by creating organizations.

Go to Master Data --> Organization
Add New
Fill in organization information
- Essential fields: Organization code, Organization name, Tel number
- Essential fields: MPF Participation Number, Tax File Number, Tax Name (taxation forms signer), Tax Designation (the title of signer)
- Essential fields: Default Currency (could be defined in Master Data --> Currency)

2) Create Bank Account

Note 1* This is the company bank account used to generate bank autopay file

Note 2* This is the company bank account for paying salary to employees

Go to Master Data --> Bank Account
Add New
Fill in bank account information
- Bank Account Name: Full name of the bank
- Bank Account Name: Full account number of the bank
- Autopay Template Name: Autopay file for online bank payment
- Reference Number: An agreed code with the bank for online payment

3) Create MPF trustee

Note 1* This is MPF trustee for employee's MPF scheme