Instruction Guide for Manual Update to EPE version

Transcription

1 Instruction Guide for Manual Update to EPE version What s inside this documentation Checklist prior to software update Page 1 Steps in updating to version Page 2 How to verify if the software has been updated successfully Page 6 If the file is in.zip format after downloading the file Page 16 Checklist Prior to Software Update You have renewed your software maintenance for 2016 to Do not update the software if you have not done so as Sage EasyPay (EPE) may fail to start and your only course of action is to subscribe to SageCover. You must ensure that you have completed the June payroll and generated the CPF file for submission. EPE Version must be at least Backup all EPE database 1 Page

2 Steps in updating to version Close all EasyPay windows before running the update. 2. Double-click the saved EPES10_ eup file. If the file is in.zip format after downloading the file, refer to Page The software update would begin once you click on the Yes button. 2 Page

3 4. Next screen is a window showing the progress of the installation. Do not close the window while installation is in progress. 5. You may opt not to back up the database by un-ticking the box and click on the Yes button to update your database to version Page

4 6. Login to continue the update process. The version should now say Version Click No If you only have 1 database. Select the database and click Yes if you have more than 1 database; repeat from step 6. 4 Page

5 8. You will then be asked if you would like to save a copy of the software update file. You may click Exit if you already have a copy of the file and you re done. 5 Page

6 How to verify if the software has been updated successfully 1. Software Version: It would say when you go to Core > Help > About 6 Page

7 1. Foreign Worker Levy rate change with effective July 2016 Please refer to Steps to assign FWL rate to employees.doc documentation. 7 Page

8 2. Import Data To simplify the process of data entry into our system, we have implemented a new import feature, which is importing data from pre-defined MS Excel template. This menu consists of: a) Leave Application: to import employee leave records into Modify Leave b) Pay Element: to import pay elements into payroll, you may specify which pay record id to import (Note: Ensure that such pay elements exist in the system) c) OT Record : to import hourly/daily OT into pay record d) Medical Claim: For HR Module users, it is to import medical claim records for employees Steps are as follows: Step 1. Retrieve Excel Import Page

9 Step 2: Add details to excel template Step 3: Process Import - Browse for location of the template e.g. EPE_GN_Import_PayElement.xls at Step 1. Retrieve Excel Import and tick on option Remove unprocessed records from interface viewer. - Click on Import button. 9 Page

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11 Step 4: Clicking on View button above will open the interface viewer to confirm if record is successfully processed in the payroll. Ensure that Processed is ticked as follows. When reviewing this at Payroll > Pay record, the pay element will automatically be inserted as long as you initialise the pay record for the current month for example: Normal, Other Pay or Bonus Pay. Please note that only records for current pay period will be processed. 11 Page

12 3. Career and Basic Rate Progression report This report is to show both career and basic rate progression in one report and is available in Core module : Reports > Career and Basic Rate Progression Report. 12 Page

13 4. Key Employment Terms From 1 April 2016, all employers must issue key employment terms (KETs) in writing to employees covered under the Employment Act Within 14 days from the start of employment. Key Employment Terms in EasyPay is designed in line with the template requirements from MOM. This report is available in the design mode, where user can edit fields in italics. Available in Core module: Reports > Custom Report Generator KET should include the following: Reference: 13 Page

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16 If the file is in.zip format after downloading the file Note: This usually happens when you use Internet Explorer in downloading the patch; Internet Explorer automatically converts.eup file to.zip file. You may want to download the patch file using a different browser such as Firefox or Chrome instead. 1. Rename EPES10_ zip to EPES10_ eup 2. Right-click on EPES10_ zip file then choose Rename. When it prompts "If you change a file name extension, the file might become unusable. Are you sure you want to change it?" then click "Yes" Kindly seek assistance from your IT personnel if you re unable to see the file extension (i.e..zip or.eup). 3. Right-click the EPES10_ eup icon 4. Choose Properties 5. Under the General tab, click on the Change button. 16 Page

17 6. Click on the Browse button. For Windows 8x, click on Look for another app on this PC 17 Page

18 7. Go to where EPE has been installed then select EPEUpdate.exe and click the Open button. Example for EPE version 10.x.x: Path directory is: C:\Program Files\Easy Pay Enterprise\Program Go to My Computer, select Drive C then go to Program Files, select Easy Pay Enterprise, then Program and click EPEUpdate.exe. Click the Open button to continue. Thank you for using Sage EasyPay 18 Page