User Sign Up & Login
1. Can I use the same email for more than one company?
You can use the same email to sign up for subscribing for multiple companies, however, each email only can be used for one employee.
2. How long is the FREE trial period
The FREE trial period is 30 days.
3. What happens at the end of my 30-day free trial?
Before your free trial ends, you will have options to subscribe to Financio Payroll Premier or Essentials. However, if you do not subscribe to a paid plan, your Financio Payroll accounts will be converted to read-only and deleted within 30 days.
4. What will happen to my account if I cancel or stop renewing my subscription?
When you miss the subscription renewal date, your account technically becomes past due and converts to read-only status. You will have 30 days to export and download your data before the account is deleted.
5. Can I cancel my account at any time?
Yes, you can choose to cancel at any time. However, cancellation will only be effective at the end of the current billing cycle.
6. Why I got kick out from Financio Payroll?
Financio Payroll only allows one login session at a time per email address. You can add extra user by going to Settings > User Management > Add.
7. I have a promo code from my referrer, can I enter it after I already sign up?
The promo code only captured upon subscription; hence you only can enter it again when you renew your subscription or create a new company.
8. The Essential plan only allows a maximum of 30 employees. Is it apply for active only; or both active and inactive?
It is applied to active employees only.
Payroll Processing
1. I want to reprocess the previous month's salary, how do I change the active payment period?
You can change the active payment period by activating the period at Payroll > Payment Period > Payment Period List.
2. My employee bought some books and wants to claim that expense as a tax relief, what should I do to make it reflect inside their monthly tax calculation?
Before processing salary for the month, you can add employee’s book purchase by going to Allowances & Deductions > Select Employee’s Name > Deductions > Add
3. How do I add my own payroll allowance or deduction?
Adding new component regardless of whether it is an additional or deduction can be done by going to Settings > Company Setup > Allowances & Deductions.
4. [Malaysia] The KWSP (EPF) employer’s contribution rate are different for those earning below and above RM5000, so how do I setup the rate?
Financio Payroll will auto set the employer’s contribution rate based on employee’s basic salary, so long as your total incomes (exclude Bonus) is less or equal RM5000, the employer contribution will be 13%, otherwise, it is calculated at 12%.
5. [Malaysia] For the allowance column how do we edit the component if we want to remove taxable option or the end date from it?
User can go to Company Setting > to Edit the Allowance/Deduction and change the Contribution to check or uncheck the PCB, or removed the end date.
6. If there is a mistake done on the pay slip e.g. forgot to add an allowance, how do we delete it and reprocess it again.
Here we have two ways:
- Execute to Add/Edit/Delete directly in Payroll > Allowances & Deductions and select tab Allowance or Deduction.
- Import Excel file in Payroll > Allowances & Deductions and click on [Import From Excel] button
7. [Malaysia] How to we edit / change the SOCSO first and second category
You can change SOCSO category at Employees > Employee Profiles > Statutory.
8. How to create Ad-hoc pay slip?
We have one payslip for each payment period. You may combine your adhoc with regular payrun to process together.
9. [Singapore] Do we need to connect to ABSS Connect for the new payroll? How will the AIS Submission be done?
No, user no need to connect to ABSS Connect as Financio Payroll able to made direct API calls to IRAS server.
10. How to add spouse and children after the employee card is created?
- [Malaysia] Enter the number of children and spouse in Employees > Employee Profiles >Tax Exemption.
- [Singapore] Enter the info of relationship in Employees > Employee Profiles > Relationship.
+ Children: Relationship is Son or Daughter.
11. Can I customize the pay slip?
Currently, system provides a standard pay slip layout for all companies in each country.
12. Can we delete employees? Without setting the employee as inactive? Example we accidentally created the employees but need to remove it from system.
User can't delete the created employee, but user can always:
- Changing information from Employee A to Employee B
- Change the joined data and set employee status to resigned, the employee name will not appear in payroll function any more.
13. How the Rounding Rule works under Leave Policy? It shows like it can create more than one data but, if create the seconds one, it prompt error (< Decimal must be greater that >= Decimals).
It is applied for the fractional part of prorated leave entitlement.
Pre-condition
(>=Decimals: 0), (< Decimal = 0.25) => 0.25
(>=Decimals: 0.25), (< Decimal = 0.5) => 0.5
(>=Decimals: 0.5), (< Decimal = 1) => 1
E.g. 1.26., the second row is applied, and data returns 1.5
14. [Singapore] How to set CPF calculation for Singapore Permanent Residents (SPR) during 1st year of SPR status under Graduated contribution rates (G/G)
You can make the changes at Employees > Employee Profiles > Statutory.
- Singapore Permanent Resident => Yes
- SPR Obtaining Date: from 01- Jan-2023 -> 31- Dec-2023 -
- CPF Contribution: Yes
- Employee CPF Type: Graduated Employer - Graduated Employee Rates
15. If I select Post Tax Deduction for the deductions component setting, will it impact on the Monthly tax deduction (PCB) calculation?
The component will impact the net pay received, but not on PCB calculation.
Leave
1. How do I edit my employees' leave balance?
Go to Leave> Leave Profile > Select Employee’s name > Select leave type > Adjust Leave.
2. I want to add my own leave type, how can I do it?
You can add your own leave type by going to Settings > Company Setup > Leave Policy > Other Leave Type > Add
Expense Claim
1. How many attachments and what type of document can user attach per transaction and what is the max size of files allowed?
File Type can be .pdf, .doc, .docx, .jpeg, .png, .jpg which size cannot exceed 3MB. Only 1 attachment is allowed per transaction.
2. Can I enter the exchange rate when doing a claim?
Yes, you can manually adjust the exchange rate when requesting a claim.
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