Employee Record - Family

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Introduction

This page is mainly designed for storing employee’s family information for reference or for other process such as taxation, and insurance.

Basically, there are 2 parts – “Marital Status”, and “Other member info”. “Marital Status” is about information of spouse. Part of these information will be exported to the taxation (i.e. IR56) modules. If you are using the ecPayroll taxation module to export IR56 files, you are required to input spouse information here. Another part “Other member info” is mainly designed for storing other family member’s information. Normally, this section is optional unless some additional insurance will be purchased for them.

Please see the guideline below:

Steps

1. In “Employee Record” page, click “Family” in the menu on the left. The entered family info will be shown.

Filling the “Marital Status” section

1 Once you opened this page, this section is already in “edit” mode, simply enter information for each field.

2 When finished, click the [Update] button on the top ( not the button under the list) to save changes.

Manage the “Other member info” section

All entered family members info are shown in the list.

To add a new family member,

1. Click the [New] button on the toolbar under the list.

2. Fill in the family member info on each field

3. When finished, click [Update] button under the list to save changes.

To edit the existing family member record,

1. Select and click on the record in the list to be edit

2. Fill in the family member info on each field

3. When finished, click [Update] button under the list to save changes.

To delete an existing family member record,

1. Select and click on the record in the list to be delete

2. Click the [Delete] button on the toolbar under the list.

See also

View Edit Employee