Prorate the Post CPF Allowances Based on Leaves
Let's say we have an Allowance ABC from the Post CPF allowance section and this allowance is selected to be based on Annual leave. When we generate the payroll for June month and an employee has taken the Annual leave in June, then the Post CPF allowance amount should be pro-rated (deducted).
Since this feature requires the selection of the leave type, kindly ensure that the leave type from where the Post CPF Allowances should be based is already added in the Carbonate system. Below is the user guide for your reference.
On the dashboard, go to the Settings. Click the More tab and select Payroll.
Scroll down to “Add Types of Post CPF Allowances”.
Click the +Add Post CPF Allowance Type to add the allowance.
On the first field (left side), enter the Name of the Allowance (i.e Allowance ABC).
On the next field (right side), place the cursor in the field to view the dropdown list of the leave types. Select the leave from where the Post CPF will be based.
On “Do you want to prorate the Post CPF Allowances based on Leaves?”, toggle the Yes button to enable the feature.
Click Save.
Go to the Staff List, and select the Employee Profile.
Go to the Employment tab.
Scroll down to “Post PF additions” and click Add New Item.
Place the cursor on the field and select the Allowance Name that you have entered in Step 3. Enter the value as well.
You can add more Post PF Additions if needed.
Enable the proration feature by toggling the button.
Go to the Post PF deductions and also enable the proration by toggling the button.
Note: This option is needed so that if an employee has Joined Mid of the month or has resigned in mid-month, then the allowances for them should be pro-rated.
Click Save.
