total hr technology for professionals...label change: payslip analysis report an amendment has been...

13 September 2019 Copyright – PSIber Group (Pty) Ltd

NFE Release Notice

21.06.00

17 September 2019

Total HR Technology

for Professionals

Anywhere, Anytime, Always Online


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Index

1 Beta Notice 2

2 Introduction 3

3 Release Overview 4

3 Enhancements 6


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Introducing product BETA stage:

In our quest to communicate more effectively with clients and to ensure that clients are kept abreast of new features and modules due for release in the short term, we recently began introducing the concept of BETA versions of the PSIber application. This is to ensure that all our clients are aware of what’s going to be available in the next release and also to offer those clients who will be using the new features an opportunity to provide us with some final input and comments before we issue the official release.

What is BETA?

Whilst extensive testing has been done on all new modules and features released into the “PSIbersphere”, these tests have mostly been done internally, by our seasoned testers and not by our users, users who tend to discover issues that we may miss.

The BETA phase, where PSIber will make available all new modules to you as a user to experience the functionality in a live, day to day scenario. This will give us the ability to ensure that all our new modules are WORLD CLASS and FULLY aligned with Employee Life Cycles, Best Practice Methodologies, Legislative demands and usability. These modules will generally resemble the look, feel and functionality of the final product, however, these are subject to change in design, which may be influenced by the feedback that we receive from our clients.

All modules are FREE to use whilst in BETA for the first 2 MONTHS.

What can I expect as a client?

The BETA functionality will be made readily available upon each release. The PSIber Support Helpdesk is fully equipped to analyse all of your comments & suggestions.

Modules currently in BETA mode: (One Month Remaining)

PSIber BEE Module

Travel Claims

My Reports

Surveys

My Voice (Messenger, Thumbs Up, Great Ideas & Whistle Blower)

PSIber @ Home

USSD


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1 Introduction

Release Number 21.06.00

Release Date 17 September 2019

Mandatory Release Yes

Statutory Changes South Africa: No

Other Tax Authorities: Yes

Conversion of Data No

Technical Enhancements No

Important User Information Yes

Minimum Version from which to

upgrade 19.00.00

API changes / New APIs Yes

Database Changes Yes

ACB File Yes


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2 Release Overview

Enhancements

Zimbabwe Tax Table

The Zimbabwe Tax Table has been updated for the 2019 tax year.

Interim Tax Certificate Processing

An enhancement has been made with the addition of the “Tax Certificate Processing” dialogue

message, allowing the user to view the progress of the tax certificate(s) that are being processed for

either a single or multiple payrolls.

Profile Type– “Tax Deduction Mapping”

An enhancement has been made with the addition of the “Tax Deduction Mapping” “Profile Type”,

allowing the user to set up a profile in order to create tax certificates for Kenya Tax Authorities.

Performance Appraisals

An enhancement has been made to the “Performance Appraisals” module with the addition of a

“Finalised” status.

Label Change: “MBCA Bank” renamed to “Nedbank Zimbabwe (MBCA)”

An amendment has been made to any wording referring to “MBCA Bank” and was renamed to

“Nedbank Zimbabwe (MBCA)”.

Attachments: Loan Application ESS

An enhancement has been made with the option to add an attachment to “Loan Applications” allowing

the user to attach supporting documentation when applying for a loan.

Label Change: Payslip Analysis Report

An amendment has been made to the “Payslip Analysis”. SDL (Skills Development Levy) has been

renamed to VET (Vocational Educational Training) Levy and will display as such on the “Payslip

Analysis” Report. (Only for Namibian Tax Authorities)

Org. Unit Management

An enhancement has been made with the addition of the “Reports” tab, allowing the user to generate

the following reports:

“Organisational Structure Layout Report”


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“Organisational Unit – Position Hierarchy Report”

“Organisational Unit Detail Report”

First National Bankserv Layout

An enhancement has been made to the “Third Party Files” with the addition of the FNB ACB file

layout. Contra Account has been moved in order to import into FNB online site. Clients currently

experiencing any issues regarding the FNB pacs can now make use of this transfer type.

Split EFT Files

An enhancement has been made with the addition of “Split EFT File”, allowing the user to run and

accept a split run, as well as generate a “Split EFT File”.

Cost Centre, Department, Division and Pay Points mandatory checkboxes

An enhancement has been made with the addition of mandatory checkboxes to the “Costing &

Location Setup”, allowing the user to specify that “Cost Centre”, “Department”, “Division” and “Pay

Points” is mandatory and needs to be linked to and employee.

Namibia Monthly Electronic Declaration File (ITAS)

The much anticipated Integrated Tax Administration System (ITAS) has gone live for Namibia

taxpayers and employers are required to submit a monthly declaration of employee's tax to the

Namibia Revenue Source, the first due date being 20 September 2019 (http://www.mof.gov.na).

http://www.mof.gov.na/


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3 Enhancements

Zimbabwe Tax Table

The Zimbabwe Tax Table has been updated for the 2019 tax year.

Note: Please see the below example.

For Quick Tax and Cumulative Tax calculation please see the below.

Note: If the employee is less than 65 years old, the January 2019 to July 2019 Tax table is used.

Lower Limit ($) Upper Limit ($) Tax Payable ($)

0 420000 0.00 %

420000 1800000 0 + 0.20% of the amount over 420000





24000000 7626000 + 0.45% of the amount over 24000000

Note: If the employee is between 65 and 75 years old, the August 2019 to December 2019 Tax table

is used.


0 840000 0.00 %






Note: If the employee is 75 years old or above, the August 2019 to December 2019 Tax table is used.


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0 84000 0.00 %






Note: Should the employee be paid in USD, “Foreign National” should be set to “yes” and “Currency”

should be set to “USD”, to apply the August to December 2019 tax table.

Interim Tax Certificate Processing

An enhancement has been made with the addition of the “Tax Certificate Processing” dialogue

message, allowing the user to view the progress of the tax certificate(s) that are being processed for

either a single or multiple payrolls.

Note: See the below example.

1. Select “Human Capital Management”


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2. Select “Payroll Management”

3. Select “Process Tax Certificates”

4. Select “Interim Tax Certificate Processing” tab

5. Select one or multiple payrolls

6. Click the “Create Interim Certificates” button


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7. Click the “Yes” button

Profile Type– “Tax Deduction Mapping”

An enhancement has been made with the addition of the “Tax Deduction Mapping” “Profile Type”,

allowing the user to set up a profile in order to create tax certificates for Kenya Tax Authorities.


Note: this only applies to payrolls that adhere to a Namibian Tax Authority.

1. Select “Company Setup & Maintenance”


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2. Select “Payroll Setup”

3. Select “Profile Setup”

4. Click the “+” icon to add

5. Click “Save & Close”


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Performance Appraisals

An enhancement has been made to the “Performance Appraisals” module with the addition of a

“Finalised” status.




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2. Select “Human Resource Management”

3. Select “Appraisals”

4. Select “Employee Appraisals”

5. Select “Appraisals” entry


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Note: New “Status” was added and is available on new or existing entries. “Finalised” will display the

“Sign-off” section.

6. Select “Finalised” status

7. Click “Save & Close”

Note: “Show Finalised Appraisals” checkbox needs to be ticked in order to display all finalised

appraisals.


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Label Change: “MBCA Bank” renamed to “Nedbank Zimbabwe (MBCA)”

An amendment has been made to the “MBCA Bank” “Transfer type”. The transfer type was renamed

to “Nedbank Appraisals (MBCA)”.




3. Select “Electronic Transfers”

Note: In the “Transfer Type” dropdown the “MBCA Bank” has been renamed to “Nedbank Zimbabwe

(MBCA)”.


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Attachments: Loan Application ESS

An enhancement has been made with the option to add an attachment to “Loan Applications” allowing

the user to attach supporting documentation when applying for a loan.


1. Log on to the Employee Self Service Portal


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2. Select “Loans & Savings”

3. Select “Apply for Loan”

4. Click the “Add New” button


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Note: The user can now add attachments to a loan request.


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Label Change: Payslip Analysis Report

An amendment has been made to the “Payslip Analysis”. SDL (Skills Development Levy) has been

renamed to VET (Vocational Educational Training) Levy and will display as such on the “Payslip

Analysis” Report. (Only for Namibian Tax Authorities)


Employee Package screen

Payslip Analysis Fields


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Custom Employee Information (Extended)


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Org. Unit Management

An enhancement has been made with the addition of the “Reports” tab, allowing the user to generate

the following reports.

“Organisational Structure Layout Report”

“Organisational Unit – Position Hierarchy Report”

“Organisational Unit Detail Report”



2. Select “Human Resource Setup”


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3. Select “Org. Unit Management”

4. Select “Reports” tab

Note: For purposes of this example, we will make use of the “Organisational Unit Detail Report”.

5. Click the “Print Report” button


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First National Bank Bankserv Layout

An enhancement has been made to the “Third Party Files” with the addition of the FNB ACB file

layout. Contra Account has been moved in order to import into FNB online site. Clients currently

experiencing any issues regarding the FNB pacs can now make use of this transfer type.






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4. Select “Back Details” tab

5. Select “First National Bank Bankserv” on the “Transfer Type” dropdown

6. Click “Save”

7. Select “Authorise/Send EFT’s” tab

8. Click the “Create File” button

9. Click the “Download” button

Note: See the below example of the new file layout.


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Split EFT Files

An enhancement has been made with the addition of “Split EFT File”, allowing the user to run and

accept a split run, as well as generate a “Split EFT File”.

Note: See the below steps.


2. Select “Payroll Setup”


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3. Select “Payroll Intervals”

4. Set up a “Split Run” for a selected Interval


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7. Select “Payroll Processing”

8. Select “Available Payroll Runs”

9. Click the “Run” button

10. Click the “Accept” button


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14. Select “Authorise/Send EFT’s” tab


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15. Click the “Authorise Transaction” button

16. Select “Action Type” to create the EFT file

17. Click the “Create File” button


Cost Centre, Department, Division and Pay mandatory checkboxes

An enhancement has been made with the addition of mandatory checkboxes to the “Costing &

Location Setup”, allowing the user to specify that “Cost Centre”, “Department”, “Division” and “Pay

Points” is mandatory and needs to be linked to and employee.



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2. Select “Company Setup”

3. Select “Company & Payroll Info”

4. Select “Costing & Location Setup”

Note: See the following examples.


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“Cost Centres”

“Departments”

“Divisions”

“Pay Points”


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Namibia Monthly Electronic Declaration File (ITAS)

The much anticipated Integrated Tax Administration System (ITAS) has gone live for Namibia

taxpayers and employers are required to submit a monthly declaration of employee's tax to the

Namibia Revenue Source, the first due date being 20 September 2019 (http://www.mof.gov.na).

Note: See the below steps.


http://www.mof.gov.na/


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2. Select “Mass Data”

3. Select “Import & Export”

4. Select “Export”

5. Select “Other” on “Category” dropdown

6. Select “Namibia – Monthly Tax Declaration (ITAS)” on “Interface” dropdown


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7. Select “Tax Year”

8. Select “Interval”

9. Select “Payroll”

10. Click the “Export” button


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11. Click the “Generate” button



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