Download - UBS Payroll 9.3.2
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ORIGINAL
SAGE UBS Corporation Sdn. Bhd.
Release Notes
Private and Confidential
Version : UBS NINE : Version 3 (Build 9.3.2)
Dated : February 19th
2009
SAGE UBS Corporation Sdn. Bhd.
Suite 1B-6, Level 6, Block 1B, Plaza Sentral,
Jalan Stesen Sentral 5, Kuala Lumpur Sentral,
50470 Kuala Lumpur, Malaysia.
www.ubs-software.com
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Table of Contents
A. INTRODUCTION .......................................................................................... 3
B. INSTALLATION INSTRUCTION .................................................................. 4
C. WHAT’S NEW............................................................................................ 13
D. UPGRADE CONCERNS .......................................................................... 137
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A. INTRODUCTION
This release notes covers installation instruction, and what’s new for UBS NINE : Version
3.2 Payroll (February 19th 2009).
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B. INSTALLATION INSTRUCTION
1. Insert the UBS installation CD into the CD-ROM drive and wait for the UBS Software
Installation Menu to appear. If the installation menu does not appear automatically, select the
CD-ROM drive in My Computer or Computer and run the Setup.htm.
2. In the Installation menu, select the UBS program that you want to install.
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3. Double click on the setup file (.msi).
4. After the UBS program has been selected, the installation window will be prompted, and
then click Next.
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5. On the License Agreement page, read and select I Agree, and then click Next.
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6. On the Select Installation Type page, select one of the following:
For multi users
Server
Workstation
Standalone
If you select Server Installation, the server program will be installed.
If you select Workstation Installation, the client program will be installed.
If you select standalone Installation, the standalone program will be installed.
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7. On the Select Installation Folder page, you can do the following:
To change the installation folder location, click Browse.
To view the storage drives whichever disk space is available for installation, click
Disk Cost….
To determine the computer user who is allowed to use the UBS program, select
Everyone or Just me.
After the options have been defined, click Next.
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8. On the Confirm Installation page, click Next to start the installation.
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9. After the installation has been confirmed, the installation will be started.
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10. On the Installation Complete page, click Close.
After installation, a UBS icon will be created on the desktop.
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C. WHAT’S NEW
Payment Menu
No Item Details
1 View Calculation Payments → 2nd
half Payroll → View Payslip,
click ‘View Calculation’
Used to view the value of each parameter of
STD formula 2009
2 Current Relief Payments → 2nd
half Payroll → Add/Update →
Normal Pay (Relief)
Used to maintain monthly relief
Point cursor to view the label for instruction
3 Compensation and
Gratuity
Payments → 2nd
half Payroll → Add/Update →
Normal Pay (Basic Pay & Overtime), click
‘More…’ button
Used to maintain compensate amount and
gratuity amount.
4 Tax Relief
Transaction List
Payments → 2nd
half Payroll → Management
Report → By Line no. / Branch / Category /
Department
Monthly Tax Relief listing report
5 Compensation /
Gratuity Report
Payments → 2nd
half Payroll → Management
Report → By Line no. / Branch / Category /
Department
Monthly compensation / gratuity report
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Personnel Menu
No Item Details
1 Child Relief Point Personnel → Add/ Update Employee
(Personnel Details)
Used to key in total child relief point to
determine child deductions
2 PCB Setting Personnel → Add/ Update Employee (Setting)
Has been removed as it’s not applicable in new
regulations of STD Calculation 2009.
New option has been added, which is
‘Owner/Have control to the company’.
o Select ‘Yes’ if current employee is the
owner or one of the owner of this
company.
o Select ‘No’ if current employee is not
the owner of this company.
o Select ‘Foreign’ if current employee is
foreigner.
3 Previous Relief Personnel → Add/ Update Employee (Previous
Relief)
Used to key in accumulated allowable
deductions including from previous company
(if any), accumulated PCB/Zakat/Levy/EPF,
and accumulated salary payment within a same
salary year.
Government Menu
No Item Details
1 CP 39 Government → Income Tax Reports.
2 CP 39A Government → Income Tax Reports.
3 TP 1 Government → Income Tax Reports.
Monthly Relief and Rebate for individual.
4 CP 8 Government → Income Tax Reports.
E Form.
5 CP 8A Government → Income Tax Reports.
EA Form.
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Monthly & Yearly Menu
No Item Details
1 Mtd Compensation /
Gratuity
Monthly & Yearly → Month To Date Pay
Listing → By Line no / Branch / Category /
Department
Month to date compensation / gratuity report.
2 12 Months Tax Relief Monthly & Yearly → 12 Months Yearly
Reports
Tax Relief report for 12 Months (January until
December)
3 Ytd Compensation /
Gratuity
Monthly & Yearly → Year To Date Pay
Reports → By Line no / Branch / Category /
Department
Year to date compensation / gratuity report.
Housekeeping Menu
No Item Details
1 Control Housekeeping → Setup → Parameter Setup,
(Control)
Options below have been removed as it’s not
applicable in new regulations of STD
Calculation 2009.
o Do not adjust Bonus PCB / Comm.
PCB / Dir. Fee PCB on 2nd
Half
o Bonus PCB calculated based on last
year December taxable amount
Options ‘Employee EPF paid by Employer is
taxable’ has been removed due to complexity of
STD Calculation 2009. Will put in future
enhancement.
2 Auto Numbering Housekeeping → Setup → Parameter Setup,
(Auto Numbering)
Used to set the format of Tax Relief ID
Whenever there is a new relief maintained in
Normal Pay, system will auto assign one Tax
Relief ID for each relief item.
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For record purposes.
3 Payment Table Housekeeping → Setup → Table Maintenance.
All checkboxes for PCB have been removed
due to the new regulations of STD Calculation
2009.
Column ‘Pay Every ? Months’ has been
removed due to the regulations of STD
Calculation 2009.
4 Allowance Table Housekeeping → Setup → Table Maintenance.
EA column is added, in order to assigns
particular allowance item show in EA column
no. 1, 3, 5 and 16.
Relief Code is added, in order to determine
relief type for particular allowance item.
(available relief code are TR0014 and TR0016
until TR0023. Refer to Tax Relief Table for
details. )
5 PCB Table Housekeeping → Setup → Government Table
Has been removed as it’s not applicable in new
regulations of STD Calculation 2009.
6 PCB Constant Value Housekeeping → Setup → Government Table
Able to list Schedule 1 for user to retrieves the
value of P, M, R, B.
Able to get the value of D(Individual
Deduction), S(Spouse Deduction), C(Children
Deduction) for STD Calculation 2009.
7 Tax Relief Table Housekeeping → Setup → Government Table
A list of Tax Relief with capping amount.
8 APS APS no. 55 Tax (CP39) – LHDN & Alliance
Bank
APS no. 63 EPF (Borang A) – Alliance Bank
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D. UPGRADE CONCERNS
Users are advised to upgrade the system following a proper way.
1. For user who is upgrading from 8.X, please follow the steps as below:
a. Upgrade to 9.0 (by Existing data).
b. In version 9.0, run the following options in sequence.
i. Go to Housekeeping → File Re-organisation → A. Generate Pay_12m
ii. Go to Housekeeping → File Re-organisation → Upgrade
iii. Go to Housekeeping → File Re-organisation → Index
c. Then, upgrade to Version 9.2 or Version 9.2 SR X (by existing data or restore
backup file).
d. In Version 9.2 or Version 9.2 SR X, system will auto detect that the data is from
previous version and will prompt upgrade data files. Click ‘OK’ to run upgrade.
If the system does not prompt upgrade data files, go to Housekeeping → File Re-
organisation → Upgrade and run it. Then, go to Housekeeping → File Re-
organisation → Index and run it.
e. You may now upgrade to Version 9.3.2. (by existing data or restore backup file).
2. For user who is upgrading from 9.0 or 9.0b, repeat Step 1 (c) until Step 1 (e).
3. For user who is upgrading from 9.2 and above, you may upgrade directly to Version
9.3.2.
4. User SHOULD NOT:
a. Upgrade from Version 8.X directly to 9.3.2.
b. Upgrade from Version 9.0 or 9.0b directly to 9.3.2.
c. Upgrade using export and import data.
d. Upgrade without running Upgrade and Index.
e. Upgrade from 8.X to 9.X without running ‘Generate Pay_12m’.
f. Copy and paste or Overwrites all/any database files to new version.