|
|
|
| |
| |
| PERKS
- Online Feature Guide |
| |
| Introduction:
What's in this 'Online Feature Guide'?
PERKS
has been the industry standard
for payroll accounting requirements.
It is proven as a robust and highly
flexible Payroll Manager for many
corporate houses all around the
world. The Product has come a long
way since its birth, and is presently
in a phase of new generation, in
which we bring PERKS to you clad
in a Windows XP look and packed
with some really powerful and utilitarian
features.
This
Online
Feature Guide guides
you through the evolutionary cycle
of PERKS since version
3.10
to the recently released version.
Click the links to the versions,
below, to view the whole set of
features introduced therein. |
|
| |
|
|
| |
|
| |
|
Features
introduced in version 19.01 |
| |
| |
|
e-Submission of Employment Income Application Forms to IRAS - Text file generation - Supported in PERKS
Reports / Employee Income module facilitates electronic transmission of Form IR8A and/or Appendix 8A/8B/Form IR8S (where
applicable) to Inland Revenue Authority of Singapore (IRAS). Submit the text file generated in PERKS through e-Submission of Employment Income Application.
Absolutely hassle-free and greater accuracy. Applicable for Singapore Only.
Back
to Feature Summary
Report
- ePayslip - Prints Tax Computation
Information intelligently
The
Reports / ePayslip has been rendered more user-friendly.
If the number of HOP in the detail part is large, then
the Tax Computation part will automatically go to the
second page. Otherwise, it will printed on the same
page.
Back
to Feature Summary
Introduction
of the Logo on ePayslip in the "Reports
- ePayslip" module
A Logo has been introduced on ePayslip in the module "Reports - ePayslip", while user invokes the item "Payslip Advance (Logo)" from the combo field
"Select Format".
Back
to Feature Summary
eTDS - Form 24Q - Deposit Amount as per challan will not get rounded off
While entering the challan details in eTDS - Form 24Q, the amount
of "Total of Deposit Amount as per Challan/Transfer Voucher No"
shall not be rounded off anymore. This figure will tally with the
"Sum of Total Income Tax Deducted at Source" and reconciliation
becomes easier now.
Back
to Feature Summary
|
Back to Top
|
| |
|
Features
introduced in version 18.01 |
| |
| |
|
Reports / ePayslip - to show Statutory
deductions - Income Tax* & CDAC
Contribution** and Other details
& Leave Details
Reports / ePayslip - online viewing
of employee Payslip now incorporates
Income Tax* computation / CDAC**
Contribution details / Other details
and Leave details. Regardless
whether you are using the default
ePaylip design or you own design,
this statutory information provides
an instant recap of the mandatory
deductions to your employees.
Quicker reconciliation and taking
away the hassle of clarifications
your Payroll Dept has to provide
during filing of statutory returns.
* - Applicable
for India Only
** - Applicable
for Singapore Only
Back
to Feature Summary
Generation of iFile * - to support
HSBC bank hassle-free Online Payroll
payments
Generate your iFile from PERKS
for submission to the HSBC bank
for facilitating transaction instructions
and processing of Online Salary
disbursements.
* - Applicable
for Singapore Only
Back
to Feature Summary
Introduction of new function for
computation of the Skills Development
Levy (SDL) contribution in "Masters
- Pay Structures" module
Automatically compute the Skill
Development Levy (SDL) contribution
from "Masters - Pay Structure"
module. Simplified the complexity
of writing logical formula whenever
there are revisions on Salary
Ceiling and/or Levy Rate and/or
Effective Date, imposed by the
Singapore Government.
Back
to Feature Summary
The description field length, of
"Hourly / Daily" type Payroll Period
in "Masters - Attendance Class"
module, has been increased
The length of the description
field, of "Hourly / Daily" type
of Payroll Period in "Masters
- Attendance Class" module has
been increased from 25 characters
to 50 characters.
Back
to Feature Summary
Seamless support in "Report Writer"
for suppression of inserted text
under "Suppress Printing" and "In
Empty" conditions
The Account - Special - Report
Writer has been enhanced to suppress
an inserted Text, while defining
with the twin parameters of "Supress
Printing" and "If Empty" by referring
to an Employee Other Information
(UDF).
Back
to Feature Summary
Selection of Attendance Class in
"Payroll - Heads of Pay - Entered
Always" module has been rendered
user-friendlier
Select any Attendance Class from
the multiple Attendance Classes
in "Payroll - Heads of Pay - Entered
Always" module with just a single
mouse click. It has never been
so easier before.
Back
to Feature Summary
|
Back to Top
|
| |
|
Features
introduced in version 17.01 |
| |
| |
|
Introduction
of "ANNEXURE II" in the Excel file
for "Salary TDS Statement - Form
24Q-Quarter-4" in "Reports - eTDS
- Form24Q" module
PERKS
is now capable of generating the
"ANNEXURE II" in a separate sheet
of the Excel file, which is generated
(optionally) along with the soft
copy of eTDS file for the purpose
of Electronic Filing of Returns
of TDS Statement - Form 24Q -
Quarter-4.
Back
to Feature Summary
“Masters
– Employees” Module in PERKS has
been refurbished with user-friendlier
interfaces
The
new salient features as follows:
- The Employee ID, Employee Name,
etc. have been highlighted in
Red Colours as Mandatory Fields
- Legends have been introduced
- Group Name against respective
UDF in Employee Other Information
has been set to Non-repetitive
- The Group Name has been rendered
bold in Add and Modify modes
- Automatic removal of leading
space in Employee ID and Old Employee
ID
- Representation of the Look-up
buttons of Department, Division,
Designation and Category have
been made intelligent
- Message for selecting any Access
Group has been made more informative
- Look and Feel of Option Buttons,
Back color and Fore color of some
fields, have been enhanced
- Facility to Add Employee Photograph
directly from the 'Photograph'
Tag or Page
- The Forms and Labels of the
different Cabinets have been improved
- The header "Employee Other Information"
has been improved with "Employee
Other Information (UDF)"
Back
to Feature Summary
Introduction
of Calendar facility in "Payroll
- Leaves - Current Entry" module
A
native Calendar has been made
available in "Payroll - Leaves
- Current Entry". This will help
user to view and select the dates
in the required date fields only,
while adding a new leave entry
or changing an existing leave
entry. Calendar is invoked on
pressing Ctrl+L keys.
Back
to Feature Summary
The
Quarterly e-TDS Statement of Deduction
(Form 24Q) has been enhanced with
the facility of suppressing employee(s)
having zero TDS / TCS Income Tax
In
order to exclude such employee(s),
having zero TDS / TCS Income Tax,
an option called "Suppress Employee(s)
for Zero TDS/TCS Income Tax Amount"
has been introduced in the "Reports
- eTDS - Form24Q" menu option.
As such, User can now optionally
generate the eTDS statement of
Form 24Q for a selected quarter
by excluding (or by suppressing)
those employees, having Zero TDS
/ TCS Income Tax.
Back
to Feature Summary
The
statutory rules for employee's age
can now be configured from the "Company
- Preferences - Company Controls
- Country of Installation" option
itself
As
per the statutory rule, employee's
age should be a minimum of 18
years (in case when the Country
of Installation is set to India).
Except India, there are no such
minimum age restrictions applicable
(whenever the Country of Installation
is set to other countries than
India). PERKS will automatically
calculate age from the two date
fields, i.e. “Date of Birth” and
“Joined On”.
Back
to Feature Summary
PERKS
to consider the Weekly Off day during
Leave Review entry
Perks
during the Leave Review Entry
(after the Leave Entry was done)
in subsequent month, when Paid
type of Leave Head is changed
to an Unpaid type of Leave, shall
consider the Weekly Off days (suffixed
or prefixed of the continuous
leave days), defined in Annual
Holiday List. This will remove
negative leave days getting accumulated
against the paid type of leave
head.
Back
to Feature Summary
The
Scope of Posting of Payroll Data
from PERKS to FACT through the module
"Payroll - FACT General Ledger -
Post Payroll" has been rendered
comprehensive
Henceforth
the Payroll Data of any employee,
having zero Net Salary, will get
posted from PERKS to FACT WINDOWS,
although the employee was having
values in different Heads of Pay
of Allowance and/or Deduction
type. Also for keeping the books
of accounts updated, the individual
Heads of Pay Accounts shall be
updated to their respective GL
Code with different document classes
as mapped for different employees.
PERKS can now do the Posting of
Payroll data to FACT for employees,
despite of their Net Salaries
are found zeros.
Back
to Feature Summary
Introduction
of the Dongle (or NetHasp key) information
extraction utility
An
executable program called PERKINFO.EXE
has been made available in the
root folder of PERKS. Upon running
this UTILITY, a popup Window will
appear on screen with a list or
note of Technical information
about the Dongle, being used for
PERKS. This stand alone utility
program is required to run either
from a command prompt or through
the Windows Explorer. You may
also print the dongle information
or send it through email.
Back
to Feature Summary
|
Back to Top
|
| |
|
Features
introduced in version 16.01 |
| |
| |
|
Password Configuration
- Tailor - made tool for Manager
to devise stringent password policy
The
intended functionality is to provide
the MANAGER to exercise better
control and secure the compliance
of the user within the overall
security scenario and manage the
entire system better. Moreover,
for the sake of maintaining security
and confidentiality of data, the
extent to which every user (i.e.,
every user who may access PERKS
in your organization) shall be
allowed to configure his / her
password is also of paramount
importance. Last but not the least,
the objective is to ensure the
data access security system of
PERKS also conforms to the broad
consensus on System Audit specifications
as laid out by the IT Auditors
from time to time in different
countries.
Keeping
this in mind, the PERKS has been
empowered with a Password Configuration
Module, which would allow the
user i.e., any person who access
PERKS, to define the broad contours
of the password components as
may be required viz Minimum Password
Length, Maximum Password Length,
Password Expiry Period, Erroneous
Attempts Allowed, Password Policy,
Message alarm period before expiry
of passwords etc.
Back
to Feature Summary
Introduction
of a check to eliminate duplication
of "Account Number with Bank
Name" for employees
Considering,
the volume and comprehensiveness
of the payroll data, it is quite
imperative that any incidence
of duplication of bank account
number (provided, a same number
exists for that bank) for any
employee in Masters / Employees
and Housekeep / Import Data modules
should be restricted. The PERKS
has introduced an intelligent
check that shall keep a tight
vigil for any such occurrences
and on its incidence, also trigger
a warning message to that effect.
This check will be available on
Masters / Employees and Housekeep
/ Import Data / Employees modules
of PERKS. Thus ‘Bank A/c No’ field
in Employee master will prompt
a message and system will restrict
the import process if the user
enters the same account number
with the same bank.
Back
to Feature Summary
Intelligent
checking of the "Joined On"
field input based upon the Date
of birth info of the employee master
PERKS,
the No Compromise Payroll Solution
brings forth yet another most
useful check during input of data
on the "Joined On" field
of the Employee Masters module,
including importing employee details
through Housekeep / Import Data
module.
Based
upon the date of birth information
of the employee as captured through
the Employee Masters, the system
will keep a close watch on the
"Joined On" field so
that Age of the employee whose
data is being entered conforms
to the statutory prescription
of 18 years or more. In other
words, the system based upon the
"Date of birth" info
will intelligently calculate and
shall disallow any date against
the "Joined On" so that
the computed age is not less than
18 years.
Back
to Feature Summary
|
Back to Top
|
| |
|
Features
introduced in version 15.01 |
| |
|
|
| |
| Print
facility from Reports View window
With a click of a button, you can,
now, print the currently viewed
report, right from the Report modules,
itself.
Thus, if you are viewing the Pay
Slip (suppose) - one after the other,
and wish to print the presently
displayed payslip,
then you just need to click the
Print button (the one with the conventional
image of a Printer) on the respective
report
window.
Back
to Feature Summary
Generate
Payslip in PDF - More secure and
electronic - friendly format - Encrypt
with Employee ID (**)
PERKS now provides more choice during
the Payroll payslip generation.
Now, onwards, you may export the
output to easy to use PDF (Portable
Document Format). Invented by Adobe,
Portable Document Format (PDF) is
the published specification used
by standards bodies around the world
for more secure, reliable electronic
document distribution and exchange.
You may encrypt the Payslip file
and safeguard its access from
unauthorised persons with Employee
ID. In other words. to gain access
to the payslip file the person
will be asked to provide his/her
Employee ID for authentication.
Adobe®
PDF has been adopted by enterprises,
educators, and governments around
the world to streamline document
exchange, increase productivity,
and reduce reliance on paper. Thus
you may preserve the look and integrity
of your original documents in PDF.
Adobe PDF files look exactly like
original documents and preserve
the fonts, images, graphics, and
layout of any source file - regardless
of the application and platform
used to create it. Share the documents
with anyone. Adobe PDF files have
full text search features for locating
words, bookmarks, and data fields
in reports. No extra entry, No Error,
and certainly, provides maximum
data security to valuable payroll
data.
Back
to Feature Summary
Post
Payroll to FACT - Document Class
supports 15 characters now - More
freedom to define Divisions, Departments
& Employees
Document Class is one of the most
powerful features of FACT. It helps
you maintain Sub Ledgers, Branches,
multiple Depots, and much more.
The new improved Document Class
feature in FACT is a fifteen-character
field that can be broken up into
a maximum of 15 segments.
After the generation of payslip
and non-payslip heads of pay and
the definition of payment in the
Payroll/Payments you can post the
data to FACT. The payroll data is
posted as a Many Debit/Credit Bank/Cash
voucher in FACT. If the posting
is ("Payee") made for multiple employees,
a Many Db/Cr voucher is made for
each of the employee including Division,
Department) marked as Document Class.
The 15 character document class
now provides more flexibility in
defining divisions, departments
& employees while marking the
payroll data into FACT.
Back
to Feature Summary
Features
marked (**) are available in PERKS
Enterprise Version only
|
|
Features
introduced in version 14.01 |
| |
| |
| |
| Form
No 24Q available in Perks now
Perks introduces Form No. 24Q in
the new release. This form (Vide
Section 192 and rule 131 A) is a
Quarterly statement of deduction
of tax under sub section (3) of
200 of the Income Tax Act, 1961
in respect of Salary for the quarter
ended June / September / December
/ March. This form will contain
the details of the salary paid and
tax deducted thereon from the employees.
Back
to Feature Summary
Scroll
Bar Facility has been introduced
in "Other Information" page in Masters
/ Employees module
The Scroll Bar facility in Employee
Other Information Page will now
enable user to choose the vertical
direction and distance to scroll
through the different fields and
their information in this window
itself. Instead of clicking on Page
Up or Page Down keys, user can now
scroll the data of Employee Other
Information to bring it into view
of portions, that extend beyond
the borders of this window.
Back
to Feature Summary
The
File Format of Salary Return - Form
24 (e-TDS) has been made more accurate
Correction made for Flag for Tax
Payable or Refundable
Previously PERKS was returning incorrect
flag (P or N) for TAX Payable or
Refundable. This has been corrected
and PERKS now returns the correct
flag according to the Tax Payable
or Refundable.
Correction made for Remarks column
Previously PERKS was returning numeric
value in column from 518 to 592,
kept for Remarks. This has been
corrected and the Remarks column
now returns the same as whatever
has been mapped against this column.
Correction made for Annexure - State
codes and State Name
The changed State Codes and State
Names have been incorporated as
per the latest Annexure of State
Codes
Correction made for TDS Refundable
amount
The excess amount of TDS, which
has been deducted, was appearing
with zeros, has now been corrected
with its absolute value in the output
file.
Back
to Feature Summary
The
movement of the body of a report
design in Horizontal and Vertical
direction has been improved (**)
A report design can be scrolled
down, up or can be moved up or down
by pressing the mouse button. Earlier,
the rate of movement of this type
of scrolling, was slower. This rate
of movement has now been faster
and user can handle the report more
efficiently.
Back
to Feature Summary
Features
marked (**) are available in PERKS
Enterprise Version only
|
|
Features
introduced in version 13.01 |
| |
| |
| |
| Introduction
of the new electronic format of
Form 24 - Annual return of "Salaries"
under Section 206 of Income Tax
Act, 1961
Filing
of e-TDS for Form 24 has become
easy, comfortable, smooth in PERKS.
In accordance with the ITD regulations,
the format of e-TDS for Form 24,
has been designed in PERKS in such
a way, which has an unique and easy-to-use
interface. Since ITD has notified
an "Electronic Filing of Returns
of Tax Deducted at source Scheme"
and has made it mandatory to furnish
their TDS returns in electronic
form (e-TDS Return), so now it has
become applicable to all employers
furnishing their TDS return in electronic
form. PERKS will now generate the
e-TDS of Form 24 very smoothly with
specifying the Salary details of
employees for the financial year,
TDS deductions, Challan details
and other mandatory fields automatically.
The electronic format of Form 24,
which is generated from PERKS, is
accepted and valid, as per NSDL
utility.
Back
to Feature Summary
The
‘Quick Find’ help facility of tagging
employees with ‘Save Tag’ and ‘Load
Tag’ buttons have been introduced
with intelligent user-specific
In
a particular payroll period, the
selection of one or more employees
and entering data, generating Payroll,
generating reports, pertaining to
those employees, are often vital
tasks in PERKS. In order to provide
these facilities with ease of use,
a new functionality has been introduced
which in turn, will provide the
users with a very easy way of recalling
the last tagged employees. Thus
there is no need to remember the
employee codes that are frequently
accessed every time. This enhancement
will help in giving the users a
better interface to work along with
the previous search facilities of
employees. The perspective of this
enhancement will provide additional
functionalities to the existing
tagging facilities in the different
modules, mentioned below, of PERKS
and empower them to use these modules
with more ease. The modules are
:
Payroll
/ Heads of Pay
Payroll / Payroll View
Payroll / Payroll Review
Payroll / Generation
Payroll / Attendance Recorder
Payroll / Data Entry / Employee
Other Information’s
Payroll / Stop Salary
Payroll / Resume Salary< | | | | | |
