How to Create Payment Advice

CPF Quick Guide Release 1.0
November 2008
How to Create Payment Advice
To create payment advice, click on Payment Advice Create. Diagram 1 will be
displayed as shown below.
There are 2 options:
-
Create New – Refer to Option A
o To create a new payment Advice
-
Duplicate a Payment Advice – Refer to Option B
o To duplicate a copy of payment Advice for previous months
OR
Diagram 1
1. Select all mandatory fields (are denoted by an asterisk ‘*’)in Step 1.
You can either:
- Click on the
button to go back to the Provident And Tax – Web Main Menu
OR
- Click on the
button to proceed after chosen the options.
CrimsonLogic – Private and Confidential
Page 1 - 1
CPF Quick Guide Release 1.0
•
November 2008
Option A - Create New
1. Check the radio button
,then click on
button to
proceed. If the CPF Submission Number selected has more than 1 Employee group,
then select the Employee Group accordingly, as shown in Diagram 2.
Diagram 2
2. Click on the
button to next screen- Diagram 3 as shown in next page.
Diagram 3
3. In Diagram 3, you will need to answer 2 compulsory questions:-
Q1) Do you have any new employers?
Q2) Do you wish to include all existing employee?
CrimsonLogic – Private and Confidential
Page 1 - 2
CPF Quick Guide Release 1.0
November 2008
4. 1st & 2nd questions, if you select option ‘No’. Please refer to Option A1, page 4-8.
5. 1st & 2nd questions, if you select option ‘Yes’. Please refer to Option A2, page 4-10.
6. 1st question, if you select option ‘Yes’ & 2nd question, you select option ‘No’. Please
refer to Option A3, page 4-16.
7. 1st question, if you select option ‘No’ & 2nd question, if you select option ‘Yes’. This will
auto-populate all the existing employees into the payment advice else you will need
to manually select the employees and add it to the payment advice.- Please refer to
Option A4, page 4-25.
8.
Then Click on the
button to proceed.
Option A1 – 1st & 2nd questions = ‘No’
Diagram 4 will be displayed.
Diagram 4
CrimsonLogic – Private and Confidential
Page 1 - 3
CPF Quick Guide Release 1.0
November 2008
1. you may proceed to input Late payment for PCF contribution, FWL, SDL,MBFB... and
etc
button to save the record. This will bring you to another
2. Then click on
screen with message on whether you want to submit your payment advice to CPFB.
Diagram 5
3. To proceed to submit, click on the
button to submit the payment advice
to CPF. This will bring you to Diagram 9 with the submission status. Note that the Payment
Advice of this will have a status of ‘R’eady
OR
-
Click on
button to return to previous screen without submitting.
Option A2 – 1st & 2nd questions = ‘Yes’
A screen will be displayed as shown in Diagram 4.
Diagram 4
CrimsonLogic – Private and Confidential
Page 1 - 4
CPF Quick Guide Release 1.0
1. Click on
November 2008
button to add new record. This will bring you to Diagram 5.
Diagram 5
1. In Diagram 5, you could do a partial search either by entering CPF Account Number
or Name as shown in Diagram 5a and then click on the
button to begin.
Diagram 5a
2. If record entered meets the search criteria, the record will be retrieved and displayed
as shown in Diagram 5b. You can click on the
to view the rest of the employees.
Diagram 5b
CrimsonLogic – Private and Confidential
Page 1 - 5
CPF Quick Guide Release 1.0
November 2008
3. Select one of the employees and then click on the
selected employee will be displayed. You may then
Please refer to Diagram 5c.
button. Details of the
proceed to do the editing.
Diagram 5c
Please note the following:
-
button needs to be clicked in order to compute the CPF
Contribution.
-
Last Employment Date field is only required if the employee has resigned from the
company.
4. Click on the
button in Diagram 5C to save the information. It will then
refresh the screen. Repeat above steps to add another new employee.
5. Click on the
button. It will go to another screen as shown in Diagram 5
along with a summary of all the new employee details that have been added.
CrimsonLogic – Private and Confidential
Page 1 - 6
CPF Quick Guide Release 1.0
November 2008
Diagram 6
6. Then, click on the
button to view the summary information in Diagram 6.
Diagram 6
In Diagram 6, Under Part 1- Summary Information, system computes and displays the CPF
Contribution total of all the employees plus various levy, donation or fund. The data is
editable on these fields, and then click on the
Total Amount Paid to reflect the latest figures.
CrimsonLogic – Private and Confidential
button to re-compute the
Page 1 - 7
CPF Quick Guide Release 1.0
November 2008
7. To save the record, click on the
button.
8. If you “DO NOT HAVE SUBMISSION RIGHT” A Document Reference No will be autogenerated as shown in Diagram 7 below.
Diagram 7
9. If you “HAVE SUBMISSION RIGHT” A Document Reference No will be auto-generated
with the message on whether to submit the Payment Advice to CPF, as shown in
Diagram 8 below.
Diagram 8
10. Click the
button to submit the payment advice to CPF.
The CPF
Payment Advice Submission Status page is displayed and the status of the payment
advice will be reflected as R’eady. Otherwise, click the
status of the payment advice will be reflected as ‘D’raft.
CrimsonLogic – Private and Confidential
button.
The
Page 1 - 8
CPF Quick Guide Release 1.0
November 2008
OR
11. Click the
button to create another payment advice by repeating the
above-mentioned steps.
Option A3 – 1st question = ‘Yes’ and 2nd question = ‘No’
Diagram 1 as shown below will be displayed.
Diagram 1
1. Click on the
2.
button to add new record. This will bring you to Diagram
CrimsonLogic – Private and Confidential
Page 1 - 9
CPF Quick Guide Release 1.0
November 2008
2. You could do a partial search either by entering CPF Account Number or Name as
shown in Diagram 1a and then click the
button.
Diagram 1a
3. If record entered meets the search criteria, record will be retrieved and displayed as
shown in Diagram 1b. You can click on the
to view the rest of the employees.
Diagram 1b
3. Select one of the employees then click the
button. The details of the
selected employee are retrieved and displayed as shown in Diagram 1c. You can
now make changes to it.
CrimsonLogic – Private and Confidential
Page 1 - 10
CPF Quick Guide Release 1.0
November 2008
Diagram 1c
Please note the following:
-
button needs to be clicked in order to compute the CPF
Contribution.
-
Last Employment Date field is only required if the employee has resigned from the
company.
4. Click on the
refresh the screen.
employee.
button in Diagram 1c to save the information. It will then
You could repeat the above steps to add another new
CrimsonLogic – Private and Confidential
Page 1 - 11
CPF Quick Guide Release 1.0
November 2008
Diagram 1a
5. After adding all the new employees, click on the
be displayed as shown below.
button. Diagram 2 will
Diagram 2
6. Then, click on the
button to view the summary information in Diagram 3.
CrimsonLogic – Private and Confidential
Page 1 - 12
CPF Quick Guide Release 1.0
November 2008
Diagram 3
In Diagram 3, Under Part 1- Summary Information, system computes and displays the CPF
Contribution total of all the employees plus various levy, donation or fund. The data is
editable on these fields, and then click on the
Total Amount Paid to reflect the latest figures.
7. To save the record, click on the
button to re-compute the
button.
8. If you “DO NOT HAVE SUBMISSION RIGHT” A Document Reference No will be autogenerated as shown in Diagram 7 below.
Diagram 4
CrimsonLogic – Private and Confidential
Page 1 - 13
CPF Quick Guide Release 1.0
November 2008
9. If you “HAVE SUBMISSION RIGHT” A Document Reference No will be auto-generated
with the message on whether to submit the Payment Advice to CPF, as shown in
Diagram 8 below.
Diagram 5
10.
To proceed to submit, click on the
button to submit the payment
advice to CPF. This will bring you to Diagram 9 with the submission status. Note that
the Payment Advice of this will have a status of ‘R’eady
OR
-
button, which will not submit the payment advice and go
Click on the
back to Diagram 1 wherein you could create another payment advice.
Note that the status of Payment advice will thus be reflected as ‘C’omplete.
Diagram 6
Option A4 – 1st question = ‘No’ and 2nd question = ‘Yes’
A screen as shown in Diagram 1 will be displayed. Click on the Existing Employee
Records
button. This will bring you to Diagram 2.
CrimsonLogic – Private and Confidential
Page 1 - 14
CPF Quick Guide Release 1.0
November 2008
Diagram 1
1. Click the
button for Existing Employee Records to add or modify an
Existing Employee Records. The Payment Advice of Existing Employees page is
displayed.
Diagram 2
CrimsonLogic – Private and Confidential
Page 1 - 15
CPF Quick Guide Release 1.0
November 2008
2. Click the
button to add new record. The Payment Advice of Existing
Employees Search page is displayed
Diagram 3
3. Then do a partial search either by entering CPF Account Number or Name as shown
in Diagram 3a to retrieve the existing Employees record, click on the
button.
Diagram 3a
4. If record entered meets the search criteria are retrieved and displayed as shown in
Diagram 3b. You can click on the
CrimsonLogic – Private and Confidential
to view the rest of the employees.
Page 1 - 16
CPF Quick Guide Release 1.0
November 2008
Diagram 3b
5. Select one of the employee’s then click on the
button in Diagram 3b.
6. Details of the selected employee are displayed. Please refer to Diagram 3c. You can
make changes to the employee details retrieved.
Diagram 3c
Please note the following:
-
button needs to be clicked in order to compute the CPF
Contribution.
-
Last Employment Date field is only required if the employee has resigned from the
company.
CrimsonLogic – Private and Confidential
Page 1 - 17
CPF Quick Guide Release 1.0
November 2008
1. Click on the
button in Diagram 3c to save the information. It will then
refresh the screen. You can repeat above steps to add another employee.
2. Click on the
button. It will go to Diagram 4 along with a summary of all
the existing employee details that have been added.
Diagram 4
3. Click on the
Information.
button and it will go to Diagram 5 with Summary
CrimsonLogic – Private and Confidential
Page 1 - 18
CPF Quick Guide Release 1.0
November 2008
Diagram 5
4. Click on the
button to save the records and Diagram 2 will be displayed if
you “Do Not Have Submission Rights”.
Diagram 2
5. Click on the
another payment advice.
button to go back to Diagram 1 where you could create
OR
1. Diagram 3 will be displayed if you “Have Submission Rights”.
CrimsonLogic – Private and Confidential
Page 1 - 19
CPF Quick Guide Release 1.0
November 2008
Diagram 3
2. Click on the
button to submit the payment advice to CPF Board. This will
bring you to Diagram 4, which will inform the user whether the payment advice has been
submitted successfully.
Note that Payment Advice will have document status = ‘R’eady.
OR
-
Click on the
button, which will go back to Diagram 1 where you can
create another payment advice.
Note that Payment advice status will thus be reflected as ‘C’omplete.
Diagram 4
-
Click on the
button to go back to Diagram 1 where you could create
another payment advice.
•
Select
Option B – Duplicate A Payment Advice
the
radio
button
,
then
click
on
button to proceed
This will bring you to Diagram 2. Tick on the radio button to select which payment advice
to be duplicated.
CrimsonLogic – Private and Confidential
Page 1 - 20
CPF Quick Guide Release 1.0
November 2008
Diagram 2
1. Click the
button to duplicate the payment advice, this will bring you to
Diagram 3 as shown in next page with message “Duplicate this Payment Advice”.
Diagram 3
2. Click on the
as shown in next page.
button to confirm duplication, Diagram 4 will be displayed
CrimsonLogic – Private and Confidential
Page 1 - 21
CPF Quick Guide Release 1.0
November 2008
Diagram 4
3. It will create a new payment advice with the data from the previous payment
advice selected.
4. If there are new employees in the company that you wish to incorporate into the
payment advice, click on the
Records.
button of the New Employee
5. If there are existing employees that are missing from the payment advice, click on
the
button of the Existing Employee Records.
6. Under Part 1 - Summary Information, system computes and displays the CPF
Contribution total of all employees plus various levy, donation or fund.
7. You can make changes to the fields, and then click on the
that the Total Amount Paid will be re-computed with the latest figures.
button so
8. Click on the
button to save the records and Diagram 5 will be displayed
if you “Do Not Have Submission Rights”.
CrimsonLogic – Private and Confidential
Page 1 - 22
CPF Quick Guide Release 1.0
November 2008
Diagram 5
9. Click on the
button to go back to Diagram 1 where you could create
another payment advice.
OR
1.
If you “Have Submission Rights”, Diagram 6 will be displayed.
Diagram 6
2. Click on the
button to submit the payment advice to CPF now. This will
bring you to Diagram 7, which will inform the user whether the payment advice has been
submitted successfully.
Note Payment Advice will have document status = ‘R’eady.
OR
1. Click on the
button to go back to Diagram 1 where you can create
another payment advice without submitting.
Note: Payment advice will thus be reflected as ‘D’raft.
Diagram 7
2. Click on the
button to go back to Diagram 1. You may then proceed to
create another payment advice.
CrimsonLogic – Private and Confidential
Page 1 - 23
`