sage 300 people 300... · 2020-01-29 · sage 300 people page 7 of 50 software update all customers...

Sage 300 People

Release Notes 20.1.1.0

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Sage 300 People of 50

1.0 Performance Management 5

Performance Results Dynamic Report 5

2.0 Sage Pay 6

Rebranding to Netcash 6

3.0 General Enhancements 7

Software Update 7

Increase Batch 7

4.0 Equity Management 8

EEA13 Report 8

4.1.1 Report Filters 8

4.1.2 Report Sections 9

5.0 BEE123 Integration 10

5.1.1 Export filters 10

5.1.2 People Data File Layouts 10

5.1.3 Skills Data File Layout 12

6.0 Training API 15

7.0 Web Self Service Enhancements 16

Leave inbox filter 16

Approving Grouped claims 16

Web Self Service – Load Balancer 16

API Rate Limiter 16

8.0 DRC 17

Statutory Changes effective January 2020 17

8.1.1 Apply DRC Statutory Changes 17

9.0 Zambia 18

9.1 National Pension Scheme (NAPSA) Ceiling Limit

Increase 18

9.1.1 Apply NAPSA Ceiling Changes 18

10.0 Eswatini (Swaziland) 19

SNPF Limit Increase 19

10.1.1 To Update the SNPF Limit 19

11.0 Zimbabwe 20

Table of Contents

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New Tax Tables 20

11.1.1 Apply Zimbabwe Statutory Changes 21

12.0 Ghana 22

12.1 Statutory Changes effective January 2020 22

12.1.1 Apply Ghana Statutory Changes 23

12.1.2 Backdate PAYE for Previous Months 23

12.2 SSNIT Excess Tier 1 Contributions 26

12.2.1 System Change for SSNIT Excess Tier 1 27

12.2.2 Apply Ghana Excess Tier 1 Changes 28

IT51(S) Annual Tax Deduction Card – New Report 28

12.3.1 Add Ghana Statutory Report 31

13.0 Angola 32

13.1 INSS Basis Change 32

13.2 Detail of System Change 33

13.2.1 Update Angola Statutory Requirements 35

14.0 Ethiopia 36

14.1 Statutory Reports 36

14.1.1 Pension Contributions Report 37

14.1.2 Employment Tax Declaration Report 39

14.1.3 Add Ethiopia Statutory Reports 40

15.0 Malaysia 41

15.1 Review of Income Tax Rates and Income Tax

Structure 41

15.1.1 Income Tax for Resident Individual 41

15.1.2 Income Tax for Non-Resident Individual 42

15.2 Increase of Tax Relief for Fees Paid to Childcare

Centres And Kindergartens 42

15.3 Expansion of Relief on Medical Expenses for

Serious Diseases 42

16.0 Indonesia 43

BPJS Kesehatan (Healthcare Scheme) 43

17.0 Nigeria 44

Capital Gains Report – New Report 44

17.1.1 Add Nigeria Capital Gains Report 46

18.0 Bug Fixes 47

Performance Rating Type 47

Old Performance Review translation 47

Saving Adhoc Reviews 47

Unapproved Reviews Error 47

Performance Review Detail Report 47

Performance Contract Workflow Incorrect 47

Contract review dates out of Contract date 47

Special Characters used in Portuguese Reports 48

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Indonesia e-SPT Pemotongan Pajak Bulanan

Statutory Export 48

OID Report – Annualized OID Earning 48

M20H Report – Incorrect Physical Address

printing on Tax Certificate 48

Employee CV Report 48

Medical Aid amount not calculating on payslip 48

Medical Claim Policy Linking Batch 49

Equity Type of Employment 49

Equity EEA4 Export 49

Multiple employee records on EEA2 49

Employee Code change on Equity History 49

EEA4 Days in Service 49

Equity EEA4 Section C 49

External Payment amounts 49

Constraint error when changing Employee

Banking Details 49

Data Portal Error on Scheduled Task 50

Scheduled task on the system health check report 50

Data Export Report Filter 50

Stop added to roll forward with incorrect future pay

periods 50

Unable to validate Employee record containing

Remuneration Structure 50

Leave in Lieu Expiration date incorrectly formatted 50

Unable to Print Payslips on Chrome 78+ 50

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Performance Results Dynamic Report

From the Navigation Pane:

Expand Reports

Select Dynamic Reports

Select Performance Review Results

Select Run Report

This new dynamic report will allow the user to view the results of all individual areas of the

Performance review including the calibration ratings. Standard dynamic reports filters are

available on the report, the report can be exported to excel.

1.0 Performance Management

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Rebranding to Netcash

Sage Pay is re-branding to Netcash. The web service and all references to Sage Pay has

been updated to refer to Netcash.

All references to ‘Sage Pay’ was changed to ‘Netcash’ on all screens, sub-screens, fields,

labels, loading messages, error messages, warning messages, tooltips and buttons under

the Sage Pay navigation group and navigation items.

Other references on the Sage Pay Connected Services screen is populated from the Sage

Pay website and must be updated by Sage Pay\Netcash.

The Default Export location will not be updated / changed; however the users can change

it on the Bank File Header Definition if required.

Note: The database tables will not be renamed to Netcash and still refers to Sage Pay.

2.0 Sage Pay

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Software Update

All Customers must be on release 20.1.3.0 to be able to roll into April 2020, a system stop

has been added to ensure that all customers are on the correct tax version.

Increase Batch

Enhancements were made to the increase batch processing speed.

.

3.0 General Enhancements

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EEA13 Report

The EEA13 report has been reworked and all sections as per the Department of Labour’s

report has been added to the system report.

Some sections must be completed by the user however, the new system report will provide

the structure for these sections.

On the Navigation Pane:

Expand Reports

Select All Reports

Expand Equity

Select Employment Equity Report EEA13

4.1.1 Report Filters

Field Name Field Description

Consolidated Plan Select if a consolidated plan is used for reporting.

Consolidated Plan and Equity Plan cannot be selected

simultaneously.

Equity Plan Select if an individual plan is used for reporting.

Equity Plan and Consolidated Plan cannot be selected

simultaneously.

Workforce Profile

Snapshot Date

Indicate the specific date to be used for the Workforce Profile

section.

Print Print the report.

Preview On screen preview of the report.

Close Close the current filter selections

4.0 Equity Management

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4.1.2 Report Sections

Section Description

Template for Employment

Equity Plan

Depending on the setup on the selected plan the details will

be returned from the plan or the Company and Company

Rule screens.

Introduction Instructions for completing of the report

Objectives for each year

of the plan

This section must be completed manually

Barriers and affirmative

action measures


Snapshot of current

workforce profile

Workforce as per the snapshot date on the report filters

Numerical Goals Goals as per the selected plan

Numerical Targets Targets as per the selected plan

Procedures to monitor

and evaluate the

implementation of the plan


Dispute resolution

mechanism


Signature This section must be completed manually

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The current BEE123 integration and export files has been updated with the changes on the

BEE123 system.

On the Navigation Pane:

Expand Equity

Select BEE 123 Integration

5.1.1 Export filters

Field Name Field Description

Export Type • Employee Structure

• Skills Development

Company Rules Select the company rules to include

From Date Select the “from date” for employee and their training

transactions to export

To Date Select the “to date” for employees and their training

transactions to export

Directory Navigate to where the export files must be saved

Filename Indicate the required file name

5.1.2 People Data File Layouts

• File Format must be .csv

• The first row in the import file must contain the field names as specified in the

Template Import File

• Do not use commas (,) in any of the fields

• Include all employees with status: New, Active, Re-instate New

• Include all terminated employees with a termination date within the filter period.

5.0 BEE123 Integration

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Column Name 300 People Data Source

IdNumber GenEntity.IDNumber (Entity)

FirstName GenEntity.FirstName (Entity)

Surname GenEntity.LastName (Entity)

Race Display Code A, C, I, W or NSA

GenEntity.RacialGroup (Entity)

Gender Display Code M or F

GenEntity.Gender (Entity)

Disabled

True = Yes

False = No

GenEntity.Disabled (Entity)

Employment Type Always Default – Employee

Occupational Level

Employee.EmployeeEquityInformation.OccuaptionalLevel

TypeID(Employee)

Display Long Description

• Top Management - always display as “Other

Executive Management”

• Senior Management

• Middle Management

• Junior Management

• Semi-Skilled

• Unskilled

Position Employee.JobTitleTypeID(Employee)

OFOCode Employee.EmployeeSkillsInformation.OFOCodeID(Employ

ee)

StartDate Employee Date Engaged

EndDate Employee Termination Date

DateOfBirth

GenEntity.BirthDate (Entity)

Format should be YYYY/MM/DD.

Province

Employee.EmployeeEquityInformation.ProviceTypeID

(Employee)

If this is not captured, the province field must be displayed

as “Unspecified”.

YESEmployees Default “No”

YESAbsorbed Default “No”

OfficeBased Default to “Unspecified”.

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Professional Leave blank

Candidate Leave blank

TechnicalPosition Leave blank

MilitaryVeteran Leave blank

5.1.3 Skills Data File Layout

• File format must be .CSV

• The first row in the import file must contain the field names as specified in the

Template Import File

• Do not use commas (,) in any of the fields

• The Exported file will include people data (No 1-6), however with the direct

integration these columns must be ignored/deleted.

• Ancillary costs for each training intervention can also be added per attendee but is

limited to 3 entries.

• Include all employees with status: New, Active, Re-instate New

• Include all terminated employees with a termination date within the filter period

Column Name 300 People Data Source

IdNumber GenEntity.IDNumber (Entity)

FirstName GenEntity.FirstName (Entity)

Surname GenEntity.LastName (Entity)

Race Display Code A, C, I, W or NSA

GenEntity.RacialGroup (Entity)

Gender Display Code M or F

GenEntity.Gender (Entity)

Disabled

True = Yes

False = No

GenEntity.Disabled (Entity)

Category

TrainingDictionary.InterventionLearningDescriptionID(Empl

oyeeTransaction)

If this field is Null then default “G”

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For Category F only = if ExternalFacilitatorID is not null then

“F (External)”, else “F(Internal)”.

For Category F only = if ExternalFacilitatorID is not null

AND InternalFacilitatorEmployeeID is not null then “F

(External)”.

All Categories linked EXCEPT F translate to the relevant

Code as per below table

Sage Code Translate to:

CATEGORYA A

CATEGORYB B

CATEGORYC C

CATEGORYD D

CATEGORYE E

CATEGORYF F(External)

F(Internal)

CATEGORYG G

ScorecardAllocation If Category is B, C or D then default ‘PeopleLAI’

For all other categories leave this field blank

Start Date

Start date of the training intervention.

Gen.Entity.EmployeeTraining.PlannedDate (Employee

Transaction)

End Date

End date of the training intervention.

Gen.Entity.EmployeeTraining.CompletedDate (Employee

Transaction)

Course/Description Gen.Entity.EmployeeTraining.TrainingDictionaryID

(Employee Transaction)

Mandatory Sectoral

Training Always Default “No”

Cost Gen.Entity.EmployeeTraining.TotalCost(Employee

Transaction)

ID number GenEntity.IDNumber (Entity)

Ancillary 1 Description

For each intervention up to 3 ancillary cost can be

captured.

First Additional Cost item found

Gen.Entity.EmployeeTraining.EmployeeTrainingCost.Inter

ventionCostID (EmployeeTransaction)

Ancillary 1 Cost Gen.Entity.EmployeeTraining.EmployeeTrainingCost.Cost

(EmployeeTransaction)


Second Additional Cost item found

Gen.Entity.EmployeeTraining.EmployeeTrainingCost.Inter

ventionCostID (EmployeeTransaction)

Ancillary 2 Cost Second Additional Cost item found

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Gen.Entity.EmployeeTraining.EmployeeTrainingCost.Cost



Third Additional Cost item found

Gen.Entity.EmployeeTraining.EmployeeTrainingCost.Interv

entionCostID (EmployeeTransaction)

Ancillary 3 Cost

Third Additional Cost item found

Gen.Entity.EmployeeTraining.EmployeeTrainingCost.Cost


LAI Average Monthly

Salary Always Leave Blank

Absorbed learners Always Leave Blank

Absorbed Always Leave Blank

Absorption Entity Always Leave Blank

Absorption Date Always Leave Blank

Use Actual Monthly

Salary Always Leave Blank

Trainer ID number

Category ‘F (Internal)’ and Category ‘G’.

Gen.Entity.EmployeeTraining.InternalFacilitatorEmployeeID

(EmployeeTransaction) use the ID number of this

employee.

Average Monthly Salary

(only of the trainer) Leave Blank

Use Trainer Actual

Monthly Salary Leave Blank

Training Hours Leave Blank

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Training transactions can now be captured by means of the Training API. Please refer to

the updated API documentation for further information

6.0 Training API

https://www.sagecity.com/za/sage-300-people-south-africa/f/sage-300-people-south-africa-general-discussion/133471/sage-300-people-api-information

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Leave inbox filter

When filtering in web Self Service the leave inbox filter clears when approving leave. This

has now been changed to persist the Leave filter and will only reset if the user selects

another filter, clear the original filter or navigate to another section within the application.

Approving Grouped claims

Performance enhancement changes have been made to the Claims approval process.

Claims now validate if employees are linked to Medical and/or Rebate Claims and only

calculate those if linked.

Web Self Service – Load Balancer

Sage 300 People Web Self Service API now supports load balancing of the API traffic. This

can be configured within the SagePeopleService.exe.config file. Additional support

documentation will be provided.

Note:

It remains the customers IT departments responsibility to ensure that the server hosting

the SagePeopleService has sufficient resources available to handle the additional load.

API Rate Limiter

Sage 300 People Web Self Service API now supports API Rate Limiting. This can be

configured within the SagePeopleService.exe.config file. Additional documentation will be

provided to assist with the configuration of this setup.

Note:

Enabling Rate Limiting will limit the amount of request from users, this could result in

performance issues if incorrectly configured.

7.0 Web Self Service Enhancements

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Statutory Changes effective January 2020

Tax rate

The tax rate for the first income bracket has changed from 0% to 3%. Below is the new tax

table for the 2020 tax year.

Annual Income Bracket

From (FC) To (FC) Tax rate

0 1 944 000 3%

1 944 000.01 21 600 000 15%

21 600 000.01 43 200 000 30%

43 200 000.01 And above 40%

Minimum Tax

The minimum tax per month has increased from FC1 500 to FC2 000.

8.1.1 Apply DRC Statutory Changes

Import the new DRC generic tax file to ensure that the updated tax rates and minimum tax

will be applied.

The file must be imported in any pay period before doing any payroll processing, printing

payslips, reports or making any payments.

Note:

Before importing the new COD-GenericTax.xml file please ensure that the Sage 300

People application is updated to at least version 19.4.2.2.

Note:

The DRC tax calculation is a monthly calc and will therefore not backdate if you import

the tax file in a pay period after January 2020. No corrections for previous periods will

be applied.

8.0 DRC

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9.1 National Pension Scheme (NAPSA) Ceiling Limit Increase

As from 1 January 2020, the new NAPSA ceiling is K22 992 per month.

The maximum amount an employee or employer will contribute per month at 5% is

K1 149.60.

Example 1 Example 2 Example 3

Monthly Earnings 21 000.00 22 992.00 25 000.00

NAPSA EE @ 5% 1 050.00 1 149.60 1 149.60

NAPSA ER @ 5% 1 050.00 1 149.60 1 149.60

Total NAPSA Contribution 2 100.00 2 299.20 2 299.20

This change does not have any impact on the NAPSA reports.

9.1.1 Apply NAPSA Ceiling Changes

Import the new Zambia generic tax file to ensure that the updated NAPSA ceiling will be

applied.



Note:

Before importing the new ZMB-GenericTax.xml file please ensure that the Sage 300


Note:

The NAPSA ceiling is a monthly value and will therefore not backdate if you import the

tax file in a pay period after January 2020. No corrections for previous periods will be

applied.

9.0 Zambia

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SNPF Limit Increase

The Eswatini ENPF (referred to on the Sage 300 People application as Swaziland SNPF)

limit was increased effective January 2020 to E145.00 per month for the employee and

employer (total contribution E290.00).

10.1.1 To Update the SNPF Limit

Import the new generic tax file to ensure that the updated SNPF Limit will be applied.

The file must be imported before doing any payroll processing, printing payslips, reports or

making any payments.

Note:

Before importing the new SWZ-GenericTax.xml file please ensure that the Sage 300


10.0 Eswatini (Swaziland)

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New Tax Tables

The new approved Zimbabwe Dollar (RTGS) tax tables as instructed by ZIMRA to apply to

the payroll system effective 01 January 2020:

Annual Tax Table Tax

Percentage Tax Rebate

From (ZWL) To (ZWL) Amount (ZWL)

0.00 24 000.00 0.00 0.00

24 000.01 90 000.00 20.00 4 800.00

90 000.01 180 000.00 25.00 9 300.00

180 000.01 360 000.00 30.00 18 300.00

360 000.01 600 000.00 35.00 36 300.00

600 000.01 999 999 999 999.99 40.00 66 300.00

11.0 Zimbabwe

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11.1.1 Apply Zimbabwe Statutory Changes

Import the new Zimbabwe generic tax file to ensure that the updated tax rates for RTGS

(Zimbabwe Dollar) currency will be applied.

If you require the updated US Dollar tax table, please book a consultation.



Note:

Before importing the new ZWE-GenericTax.xml file please ensure that the Sage

300 People application is updated to at least version 19.4.2.2

https://www.sage.com/en-za/support/book-a-consultant/

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12.1 Statutory Changes effective January 2020

The Ghana tax rates, and personal reliefs have changed effective 01 January 2020 as per

amended Income Tax (Amendment) Act, 2019 – Act 1007.

New Annual Tax Table effective 01 January 2020.

Chargeable Income

From

To

Rate

0 3 828.00 0%

3 828.01 5 028.00 5%

5 028.01 6 468.00 10%

6 468.01 42 468.00 17.5%

42 468.01 240 000.00 25%

240 000.01 and above 30%

Personal Relief Changes as per Fifth Schedule

The limits for the following personal reliefs have increased as follows:

• Marriage or Responsibility Relief increased from GHC200.00 to GHC1 200.00

• Old Age Relief increased from GHC200.00 to GHC1 500.00

• Child Education Relief increased from GHC200.00 to GHC600.00

• Aged Dependent Relative Relief increased from GHC100.00 to GHC1 000.00

• Training and Self-Improvement Relief increased from GHC400.00 to GHC2 000.00

12.0 Ghana

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12.1.1 Apply Ghana Statutory Changes

Import the new Ghana generic tax file to ensure that the updated tax rates and personal

relief values will be applied. Then do a general recalculation.



Note: Before importing the new GHA-GenericTax.xml file please ensure that the Sage

300 People system is updated to at least version 19.4.2.2.

12.1.2 Backdate PAYE for Previous Months

If your January payroll has already been finalised, then the new tax file must only be

imported in a new month, e.g. February. The PAYE for January 2020 will only recalculate

if you do a 0.00 backdated adjustment on your Basic Income earning line.

Follow these steps to apply the new tax tables for previous months:

1. On Payslip Detail screen – Earnings tab, select the Basic Income earning line.

Click on the Backdated Adjustment button.

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2. Select New and create a transaction for the previous month, e.g. if your payroll is already

in February, select the January 2020 history period and enter a value of 0.00.

If you only import the new tax file in March, then you will have to do a backdated

adjustment transaction for January 2020 and for February 2020.

3. Click on Close and then on Save.

4. Repeat this for all employees.

5. On the company rule, you must apply the backdated adjustments – click on the Backdate

button. Select yes when prompted, if you want to calculate all backdated transactions.

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6. Once the backdated adjustments are complete, the PAYE (Normal Tax) will be adjusted

with the value for the previous month(s).

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7. You can also view the detailed breakdown of the backdated adjustment value by

selecting the Normal Tax deduction line and then clicking on the backdated adjustment

button.

12.2 SSNIT Excess Tier 1 Contributions

The statutory contribution for SSNIT current is as follows:

• Tier 1 – 13.5% of basic salary up to GHC25 000. Max contribution is GHC3 375

• Tier 2 – 5% of basic

• Tier 3 – Not specified. Voluntary contribution

There are employees who after reaching the Tier 1 limit, choose to contribute the excess

amount, e.g. 13.5% on the value of Basic Salary in excess of 25 000.00, to their Tier 2 fund

in addition to the 5% Tier 2 contribution, instead of contributing it to a Tier 3 fund.

This is happening in practice but there is no legislation advising this, but the Tier 2 funds

accept this practice. Because the employee has actually paid this excess contribution to a

Tier 2 fund, they want the full deduction on the contribution made.

On the payroll system, the user should have the option to add a deduction and\or company

contribution line for this excess that will be reported on as a Tier 2 contribution. The Excess

Tier 1 value is fully tax deductible, e.g. both the employee and employer contribution

(employer contribution is 100% taxable but then again also 100% tax-deductible).

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Note:

Not all employees who earn over GHC25 000.00 basic salary limit must contribute their

Tier 1 excess amount to Tier 2. The user must be able to calculate or enter the excess

contribution and give the tax deduction should the employee choose to do so.

12.2.1 System Change for SSNIT Excess Tier 1

After importing the latest Ghana generic tax file, a Deduction and Company Contribution

Type is added for EXCESS_T1 – Excess SSNIT Tier 1:

• The user can then add and link their own custom calculation to calculate the excess

Tier 1 contribution values or manually enter the contribution values on definition lines

linked to the new Excess Tier 1 Definition Types

• The company contribution for Excess Tier 1 is 100% taxable

• The deduction’s tax-deductible value for Excess Tier 1 is equal to the taxable

company contribution amount for Excess Tier 1 plus the deduction amount for

Excess Tier 1

• The tax-deductible amount is split proportionately over the deduction lines for SSNIT

Tier 1, Tier 2 and Excess Tier 1

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Note:

All Ghana statutory reports is also updated to include the Excess Tier 1 Deduction and

Company Contribution values and is reported as SSNIT Tier 2 contributions.

12.2.2 Apply Ghana Excess Tier 1 Changes

Import the new Ghana generic tax file to ensure that the application is updated with the

Excess Tier 1 changes.





IT51(S) Annual Tax Deduction Card – New Report

The IT51(S) Tax Deduction Card is used as a tax certificate for employees. This report was

discontinued but customers still requires this report as this is the only report that can be

used as a tax certificate to be given to employees at the end of the tax year.

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The IT51(s) Report is available under Country Specific Reports.

On the Navigation pane:

Expand Reports

Expand Country Specific Reports

Double-click on Statutory Reports

When selecting to run the report, there are additional fields and selections on the Report

Filter Screen that must be completed to ensure the correct values are included in the report.

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Field Description

Exclude Employer

Contribution from Social

Security and Cash

Allowances

If this option is selected, then employer contributions to

SSNIT Tier 1, Tier 2, Tier 3, Pension and Provident will

be excluded from the fields for Social Security and Cash

Allowances.

If no option selected, then the default option will apply –

includes full company contributions for SSNIT Tier 1,

Tier 2, Tier 3, Pension and Provident.

Not mandatory.

Include only General Taxable

CC, Excess Tier 3 and Non-

Tier 3

Pension\Provident\Retirement

CC in columns Cash

Allowance

If this option is selected, then only general taxable

company contributions, Excess Tier 3 and Non-Tier 3

Pension\Provident\Retirement company contributions in

the fields for Social Security and Cash Allowances.

If no option selected, then the default option will apply –

includes full company contributions for SSNIT Tier 1,

Tier 2, Tier 3, Pension and Provident.

Not mandatory.

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Tax Payment Detail Grid

Populate data used for reconciliation purposes in the grid

Field Description

Month This is a list the months of the tax year from January to

December underneath each other – row in table per month.

Income Tax Receipt

Number

An input field where you can enter the tax receipt number for

each month in current tax year from January to December.

Not mandatory.

Date of Payment

An input field where you can enter the payment date for each

month in current tax year from January to December.

Not mandatory.

Once you have made the required selections and completed all required fields, click on the

Preview button to run the report.

The report will open in MS Excel. You will be prompted to select the location and save the

report.

12.3.1 Add Ghana Statutory Report

Import the new Ghana generic tax file to add the IT51(S) report to Country Specific Reports.





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13.1 INSS Basis Change

Decree no. 28/08 states that the INSS contribution is based on the employee’s gross

remuneration. However, the following is excluded from remuneration for the purpose of

calculating INSS:

• Social benefits paid by employers within the scope of Mandatory Social Security;

Example: Family allowance

• An amount corresponding to a Leave Allowance.

• Contributions towards additional social protection schemes

Note that the holiday allowance is also referred to as Leave Allowance or Holiday Bonus. It

depends on the interpretation.

BDO Angola has confirmed that the only earning which should be excluded from the INSS

gross remuneration is the Leave/Vacation Allowance which was specifically mentioned.

The other earnings such as Christmas bonus, Housing allowance, Transport allowance and

Food allowance should be included.

Furthermore, if employees earn part of their remuneration in kind, the equivalent cash value

must be calculated for the purposes of establishing the contribution base.

They have also confirmed that the INSS gross remuneration includes fringe benefits and

employer contributions.

Basis of Contributions:

INSS is based on Monthly Gross Salary that includes earnings, company contributions and

fringe benefits. The following items are specifically excluded from cash earnings:

• Leave Allowance

• Holiday Allowance

• Social Benefits and Social Protection

• Family Allowance

13.0 Angola

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13.2 Detail of System Change

Currently the following Definition Types are included by default in the INSS Income

Consolidated Total:

Type Code and Description Definition Type Value

BASIC - Basic Income Earning Total

BACKPAY_BASIC - Backpay - Basic Earning Total

OTHBASIC - Other Basic Income Earning Total

BACKPAY - Backpay Earning Total

UNPAID - Unpaid Leave Earning Total

LEAVEPAY - Leave Pay Earning Total

COMMIS - Commission Earning Total

SUBSALL - Subsistence Allowance Earning Total

TRAVELALL – Travel Allowance Earning Total

OVERTIME - Overtime Earning Total

INCPAYE - Other Income - Taxable Earning Total

INCEXCL - Other Income - Non-Taxable Earning Total

ALLPAYE - Other Allowance - Taxable Earning Total

ALLEXL - Other Allowance - Non-Taxable Earning Total

TLEAVE - Termination Leave Payout Earning Total

NLEAVE - Normal Leave Payout Earning Total

NOTICEPAY - Notice Pay Earning Total

SEVERANCE - Severance Pay Earning Total

ANNBON – Annual Bonus Earning Total

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After importing the updated Angola generic tax file, the following Definitions Types are

added to the existing definitions already included in the INSS Income Consolidated Total:

Type Code and Description Definition Type Value

HOUSING – Housing Allowance Earning Total

TRANSPORT – Transport Allowance Earning Total

XMASALL – Christmas Allowance Earning Total

MEALALL – Meal Allowance Earning Total

MEAL_TRANS – Meal and Transport

Allowance Earning Total

ADDTAX – Additional Tax Company Contribution Total

PENSION – Pension Fund Company Contribution Total

PROVID – Provident Fund Company Contribution Total

MEDAID – Medical Aid Contributions Company Contribution Total

GENNTX – General Company Contr –

Non-Taxable Company Contribution Total

GENTX – General Company Contr -

Taxable Company Contribution Total

GENLFB – General Fringe Benefit Fringe Benefits Total

VEHICLEBEN – Vehicle Benefit Fringe Benefits Total

HOUSING – Housing Benefit Fringe Benefits Total

Note:

Due to the change to the default definition types included in the INSS Income

Consolidated Total, the default values for Other/Additional Remuneration in both the

INSS Manual and Electronic File were also updated with the additional default definition

types.

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13.2.1 Update Angola Statutory Requirements

Import the new Angola generic tax file to update the INSS Income and INSS reports with

these changes. Do a recalculation for all Angola company rules.



The INSS Income changes will not backdate to previous periods.

If you have already done a Consolidated Total Override, your changes will not be

overwritten.

Note:

Before importing the new AGO-GenericTax.xml file please ensure that the Sage 300


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14.1 Statutory Reports

In the previous release in November 2019, we released the Ethiopia tax country without

the statutory reports.

The following statutory reports for Ethiopia are available on the system after you have

imported the latest ETH-GenericTax.xml file:

Report Monthly Quarterly Annual

Pension Contributions Report X

Employment Tax Declaration Report X


Expand Reports



14.0 Ethiopia

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14.1.1 Pension Contributions Report

The employer is required to remit the Pension Social Security contributions on a monthly

basis. The report is a detail per employee report and includes employees with a pension

contribution for the selected reporting month.



`


Field Description

Municipality/Neighbourhood/Ward

The user must enter the

Municipality/Neighbourhood/Ward where the

company is located.

This is not a mandatory field.

Name of Declarant

The user must enter the Name of the Declarant

responsible for completing the return.

This is not a mandatory field

Pension Collection Office The user must enter the Pension collection office

where the contribution is paid over to




report.

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14.1.2 Employment Tax Declaration Report

The employer is required to remit the employment tax on a monthly basis – within 30 days

of the end of each payroll month. The report is a detail per employee report.



Field Description

Municipality/Neighbourhood/Ward

The user must enter the

Municipality/Neighbourhood/Ward where the

company is located.

This is not a mandatory field.

Name of Declarant

The user must enter the Name of the Declarant

responsible for completing the return.

This is not a mandatory field

`





report.

14.1.3 Add Ethiopia Statutory Reports

Import the new Ethiopia generic tax file to add the two reports to Country Specific Reports.



Note: Before importing the new ETH-GenericTax.xml file please ensure that the Sage


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15.1 Review of Income Tax Rates and Income Tax Structure

15.1.1 Income Tax for Resident Individual

Effective from year of assessment 2020, chargeable income band will be increase from

exceeding RM1,000,000 to exceeding RM2,000,000 and the tax rate for resident individual

taxpayer for chargeable income exceeding RM2,000,000 be increased by 2% as follows:

P (RM) M (RM) R (%) B

Category 1 & 3

(RM)

B

Category 2

(RM)

5,001 - 20,000 5,000 1 – 400 – 800

20,001 - 35,000 20,000 3 –250 –650

35,001 - 50,000 35,000 8 600 600

50,001 - 70,000 50,000 14 1,800 1,800

70,001 - 100,000 70,000 21 4,600 4,600

100,001 – 250,000 100,000 24 10,900 10,900

250,001 - 400,000 250,000 24.5 46,900 46,900

400,001 – 600,000 400,000 25 83,650 83,650

600,001 – 1,000,000 600,000 26 133,650 133,650

1,000,001 – 2,000,000 1,000,000 28 237,650 237,650

Exceeding 2,000,000 2,000,000 30 517,650 517,650

15.0 Malaysia

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15.1.2 Income Tax for Non-Resident Individual

Effective from year of assessment 2020, non-resident individual taxpayer’s income tax rate

is increased by 2% from 28% to 30%.

Note:

Import the latest MYS-GenericTax.xml file to apply the updated income tax rates for

resident and non-resident employees.

15.2 Increase of Tax Relief for Fees Paid to Childcare Centres And Kindergartens

Effective from year of assessment 2020, income tax relief for fees paid to childcare centres

and kindergartens is increased from RM1.000 to RM2,000.

15.3 Expansion of Relief on Medical Expenses for Serious Diseases

Effective from year of assessment 2020, income tax relief on medical treatment expenses

is expanded to cover the cost of fertility treatment for the taxpayer or the spouse. This tax

relief is only granted to a married taxpayer undergoing the fertility treatment.

Note:

Update to V20.1.1.0 to add the rebate claim types for year of assessment 2020.

`


BPJS Kesehatan (Healthcare Scheme)

Effective 1 January 2020, the maximum monthly wage on which BPJS Kesehatan

(Healthcare Scheme) contributions are calculated is increased from to Rp8,000,000 to

Rp12,000,000.

Note:

Import the latest IDN-GenericTax.xml file to apply the new limit.

16.0 Indonesia

`


Capital Gains Report – New Report

The Lagos State Internal Revenue Service (LIRS) has issued a Public Notice on 4 January

2019. According to this notice, employers have been appointed as collecting agents for

Capital Gains Tax (CGT) due on the capital sum paid for loss of employment.

Employers are required to file, alongside their respective annual returns, a statement

showing all recipient of capital sums.

The Capital Gains Report is available under Country Specific Reports.


Expand Reports



The report includes employees who were terminated in the current tax year and received

compensation for loss of employment:

17.0 Nigeria

`


• If the employee was terminated and did receive compensation for loss of

employment, then the employee is included in the report

• If the employee was terminated but did not receive compensation for loss of

employment, then the employee will not be included in the report.

• If the employee was not terminated but did receive compensation for loss of

employment, then the employee is included in the report

Once you have selected the report and made the selections for the Company, Reporting

Month and Year on the Report Filter Screen, click on the Preview button to run the report.


report.

Note: The report requires per capital gains payment made to an employee a receipt number. To ensure that the receipt number prints on the report, you must capture the receipt number in the ‘Note’ field on the earning line used to pay out the capital gains amount.

`


17.1.1 Add Nigeria Capital Gains Report

Import the new Nigeria generic tax file to add the report to Country Specific Reports.



Note: Before importing the new NGA-GenericTax.xml file please ensure that the Sage 300

People system is updated to at least version 19.4.2.2.

`


Performance Rating Type

Previously if you were not licenced for Performance management you were unable to add

items under the Review Type on Parameters. This has now been corrected and you will be

able to add ratings when you are licenced for either Job Management, Performance

Management or both.

Old Performance Review translation

The old in app performance reviews displayed incorrect codes instead of the Performance

Area descriptions, this was due to the system translations and has now been corrected.

Saving Adhoc Reviews

When capturing an Adhoc Performance review and saving, the review gave an error and

was removed from the user’s inbox. This has been corrected to no longer error when saving

the review as well as remain in the inbox as expected.

Unapproved Reviews Error

Previously when creating a Performance review in Self Service directly on the selected

Performance contract, and excluding criteria which is loaded/available on the contract, the

review shows as ready to be released in the unapproved reviews tab. However, when

selected to release the user receives an error due to the non-selected criteria showing as

mandatory. This has now been corrected.

Performance Review Detail Report

The Performance Review Detail Report in Self Service was printing “Load KPI here” instead

of the data for the field. This has been corrected.

Performance Contract Workflow Incorrect

The Performance Contract Workflow duplicated an approval step when a Step approver

makes any changes to the contract. The contract follows the designated steps but is

assigned back to the person that made the initial change, even after all other approvers had

accepted the changes made. This has been corrected that the person making the change

does not need to approve it again (unless additional changes are made by the following

approvers). The changes will be processed once all other approvers have accepted and

approved the changes made.

Contract review dates out of Contract date

Each Performance Contract has a Contract Cycle start and end date. Reviews created for

a contract must have a Review start and end date within the Contract Start and end dates.

Previously, with the Adhoc reviews on People Online, it did not show the review as invalid

when the review dates are outside the contract dates and if a review with incorrect dates

18.0 Bug Fixes

`


are then released, the review status change to unauthorized.

Once the review is created, a validation is done. If the dates are invalid the review will be

counted under the Invalid Reviews column which can be corrected when selecting the Edit

function.

Special Characters used in Portuguese Reports

Portuguese makes use of five diacritics: the cedilha (ç), acute accent (á, é, í, ó, ú),

circumflex accent (â, ê, ô), tilde (ã, õ), and grave accent (à, and rarely è, ì, ò, and ù). The

cedilha indicates that ç is pronounced /s/ (from a historic palatalization.

When any of these characters are captured in the Sage 300 People application, they

displayed incorrectly in the statutory reports for Angola and Mozambique.

Note:

This issue is resolved for all Mozambique and Angola reports in this software version

except for the M20H Annual Tax Report. To resolve this issue for this report specifically,

in addition to updating to this version, you also have to import the latest Mozambique tax

file.

Indonesia e-SPT Pemotongan Pajak Bulanan Statutory Export

The Pemotongan Pajak Bulanan eSPT export currently exports all 20 characters and this

is causing rejections of the submission file. The actual Tax Number as entered on the

system consist of 20 characters that includes full stops and dashes. The special characters,

dashes and full stops have now been removed from the export file. Now only the 15-digit

number exports and not the 20-digit number that previously included the dashes and full

stops.

OID Report – Annualized OID Earning

Service periods calculate zero for employees terminated before the period start date.

Where service periods equal zero, then the Annualized OID Earning print the infinity sign.

M20H Report – Incorrect Physical Address printing on Tax Certificate

When printing the Mozambique M20H and Tax certificates Report the physical address field

(Morada) for employees prints incorrect when employee has a Postal Address, Physical

Address and Work address. This has been fixed and the addresses are printing correctly.

Employee CV Report

The Employee passport number was printing on the report instead of the Passport country

code. This has now been corrected to print the Passport Country Code instead.

Medical Aid amount not calculating on payslip

Where an employee was linked to more than one medical deduction or company

contribution where the Emp Calculation Status was not set to DEFAULT on either of those

payroll definitions the medical aid amounts did not calculate. This has now been corrected.

`


Medical Claim Policy Linking Batch

If the same Medical Policy is used under multiple companies and the batch is used to link

employee to new policy, the linked policy may have used the incorrect relationship linking

and linked a different company’s policy.

Equity Type of Employment

The Type of Employment field was added to the EEA2 and EEA4 exports to assist in

reconciling the Temporary employee section.

Equity EEA4 Export

In Section D of the EEA4 export file the Top Management White Males were not included

in the detail export file. This equity group will now be included.

Multiple employee records on EEA2

When an employee has multiple service periods on the last day of the EEA2 report (due to

transfers during the month), the report used the first service records occupational level

instead of the newest records occupational level. The EEA2 report has been corrected to

order by Year Month descending and Date Engaged descending.

Employee Code change on Equity History

The equity reports used the employee code with the Service periods on the Entity Equity

History screen to count the employees, however in some scenarios where the employee

code was changed after the report end date the employee was excluded from the EEA2.

This has now been corrected to ensure if an employee code is changed that the EEA2

report count are not affected.

EEA4 Days in Service

The EEA4 report used the current date engaged to calculate the number of days in service

which is used in the Annualisation of the remuneration where the employee was employed

for less than 365 days, this was corrected to use the oldest date engaged on the current

service period for scenarios where the employee was transferred or reinstated without a

break in service.

Equity EEA4 Section C

Remuneration for Semi-Skilled Indian Females was omitted from the EEA4 Section C.

External Payment amounts

Where employee has a minimum Net Pay and the external payment amount on payslips is

zero, no values will be exported to the General Ledger.

Constraint error when changing Employee Banking Details

A validation was added on the employee payslip definition screen which will be displayed

when a new bank account record which is invalid has been created. This will prevent the

constraint error which occurs in some scenarios.

`


Data Portal Error on Scheduled Task

When a scheduled task ran for longer than 5 minutes, the user would have received an

error. The error occurs because the time stamp differs from when the scheduled task starts

to when it ends. This has been resolved.

Scheduled task on the system health check report

The scheduled task which executes the health check report fails with a data portal error

exception. This also affected the report when printed from the all reports menu. The issue

has been resolved.

Data Export Report Filter

When printing the Data Export report and the user filtered on ‘Do Not Re-Employee = True’,

the Data Export Report gave an error. This has been resolved.

Stop added to roll forward with incorrect future pay periods

A stop was added to the system to prevent a user to roll a company rule forward, if the

future pay periods are incorrect.

Unable to validate Employee record containing Remuneration Structure

When attempting to validate an employee record using the Sage 300 People API the system

returned a validation error if a remuneration structure is present in the JSON payload. This

validation has been corrected and will now successfully validate if all business rules pass.

Leave in Lieu Expiration date incorrectly formatted

When viewing the Leave in Lieu balance in Web Self Service the balance displayed as {0}.

This has now been corrected and the value will now show the Leave in Lieu expiration date

as expected.

Unable to Print Payslips on Chrome 78+

Due to changes made by Chrome the print functionality in Web Self Service no longer

worked. We have corrected this, and Reports and Payslip can now be printed from Web

Self Service on all supported browsers.

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