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Application User Manual 應用程式用戶手冊 |
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Shortcuts 捷徑 l
Understanding the ecTA / ecPayroll system 了解ecTA/ecPayroll系統 l
Human Resources Management 人事管理 l
Time & Attendance Management 考勤管理 n
MPF 強積金 |
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Module 模組 |
Concept 概念 |
HR / Accounts
Admin 人事部 / 會計部 |
管理人員 |
General staffs
一般員工 |
FAQ 常問問題 |
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Back-end
(Windows Based) |
Front-end (Web
Based) 網上模組目錄 (版本5.2.220630或以前) 網上模組目錄 (版本5.2.220630或之後) |
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HRMS main
program 人事管理系統主程式 |
MSS 管理人員自助服務 |
ESS 員工自助服務 |
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Setup 設定 |
Operation 操作 |
Operation操作 |
Operation操作 |
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System Architecture 系統架構
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Understanding the ecTA / ecPayroll system 了解ecTA / ecPayroll系統
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System overview 系統概 |
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Minimum System Requirements(For
2023/06/30 or Later version) |
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系統要求 |
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Server
伺服器
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Database Management System (DBMS) |
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MS SQL Server Setup l Detach TAMS Database
on SQL Server |
Database
Maintenance l
Backup n As
the database is owned by customer, you should setup your own database
maintenance plan in MSSQL Server. |
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Windows-client Application for admin |
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Web Application for ESS & MSS modules ( if applicable ) |
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Web
Management Module Installation |
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Hardware Dongle |
** The hardware dongle is NOT a must depends on which program version you have
installed ** |
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l Solution
for “Hardware Key not found (For ecTA / ecPayroll version before 5.1.150907) |
Workstation
工作站
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Windows-client Application for admin |
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1.
Run setup, select
"Wortstation" 2.
Map the created icon to the
program (i.e. tams.exe) at server share drive. |
Starting
the program |
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l Solution for “Cannot
running the system (For ecTA /
ecPayroll version before 5.1.150907) |
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Web Application for ESS & MSS modules ( if applicable ) |
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Starting
the program 1.
Open
the web browser in your device Desktop / Laptop / Tablet / Mobile phone ). * Google Chrome is recommended. 2.
Enter
the system home URL |
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System
Operation 系統操作
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System系統
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Module 模組 |
Concept 概念 |
TAMS Setup 設定 |
TAMS Operation 操作 |
MSS Operation 操作 |
ESS Operation 操作 |
FAQ 常問問題 |
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User Login 用戶登入 |
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Admin |
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User
Group |
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How to solve Too many
users logged-in to the system. Please try again later l
Force
User Logout (¸) l
How to reset system
dongle (¸) l
How to solve “System library files loading
error. (KB:140) |
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ESS / MSS |
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l 登入系統 l 更改密碼 l
忘記密碼 |
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User Interface 用戶介面 |
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Admin |
Screen
reference |
Language
– The UI language is followed by each user. It
is defined in User Account
Setup |
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ESS / MSS |
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個人化主畫面 l
變更語言 |
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System items 系統項目 |
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Allowance Type 津貼類別 |
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Special Situation特殊情況 |
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Reporting 報表 |
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生成報表 |
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生成報表 |
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Employee Filter 僱員篩選器 |
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Commander 指令執行 |
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Reminder 提示 |
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Reminder |
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Date Lock Protection 日期鎖 |
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Data Maintenance 資料維護 |
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Data Export 資料匯出 |
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Operation Log 執行記錄 |
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Automation Server 自動執行 |
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Web modules 網上模組 |
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Sending e-mail 電郵傳送 |
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Message Template訊息範本 |
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Message Box 訊息箱 |
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Workflow 工作流程 |
Example |
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System Improvement Program 系統改善計劃 |
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Human Resources Management 人事管理
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Module 模組 |
Concept 概念 |
TAMS Setup 設定 |
TAMS Operation 操作 |
MSS Operation 操作 |
ESS Operation 操作 |
FAQ 常問問題 |
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Organization 組織 |
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Hierarchy Screen
reference |
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Employee records 僱員記錄 |
MSS l
臨時借調操作邏輯 |
Batch import employee records |
Manage Your Employee Record(s) Find
Your Employee Record(s) |
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部門員工列表 l
新增僱員 l
臨時借調 |
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電話薄 |
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Personnel 人事資料 |
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View
and Edit l
Family Import
from Excel |
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個人資料 l
一般表格遞交 |
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Employment 僱用資料 |
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Movement 升遷記錄 |
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Education / Working Experience 教育 / 工作經驗 |
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Import from Excel |
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Training course 培訓課程 |
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Import from Excel |
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Skill & Credential 技能 及 牌照 |
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Bank account 銀行戶口 |
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MPF 強積金 |
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Custom fields / Remark 自定義資料欄 / 備註欄 |
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Others 其他 |
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Performance Appraisal 績效評估 |
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部門績效評估 |
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績效評估 |
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Dormitory 宿舍 |
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Letter Management 信件管理 |
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Canteen Management 飯堂管理 |
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Leave
Management 請假管理
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Module 模組 |
Concept 概念 |
TAMS Setup 設定 |
TAMS Operation 操作 |
MSS Operation 操作 |
ESS Operation 操作 |
FAQ 常問問題 |
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Leave Type 假期類別 |
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Leave Entitlement 假期發放 |
Leave Entitle
Plan l Import special day list to the system (For
SH / PH Entitle Plan) l Examples |
Manual Assign a Entitle Plan to Employee l Manual
assign a Entitle Plan to Employee l Manual
assign a Entitle Plan to Employee(Bulk) Set a Default Entitle Plan to Employee l Set a default entitle plan to employee |
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Leave Entitle Plan Setup
(Annual Leave) ¸ |
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Leave Take 請假 |
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Admin |
Manage
Employee’s Leave Records l Batch adding new leave
records for multiple employees Import
from Excel l Import Leave Records
(By Excel) |
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ESS / MSS |
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l Email setup
for e-Leave module l Configure
the date period of applying approved leave cancellation l Configure
the Leave balance table in Leave Application Page |
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Leave
Application and Approval Records l
Leave
Cancellation Application and Approval Records |
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月曆 Remarks: For version 5.2.220630 or below, please click here to view the related user manual |
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取消請假 l
取消銷假 Remarks: For version 5.2.220630 or below, please click here to view the
related user manual |
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Leave Balance 假期結餘 |
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Admin |
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View / Edit Employee’s Leave Summary Import
from Excel l Import Leave
Balance (By Excel) l Import
Leave Adjustment Records (By Excel) Post the Leave Balance |
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l Trouble
shooting-Nothing to show in screen Employee Leave Summary |
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ESS / MSS |
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Time
& Attendance Management 考勤管理
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Module 模組 |
Concept 概念 |
TAMS Setup 設定 |
TAMS Operation 操作 |
MSS Operation 操作 |
ESS Operation 操作 |
FAQ 常問問題 |
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Introduction 簡介 |
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General
Setup |
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l How to cap screen for
system supplier (related to TA) |
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Timeclock Device (Hardware) 打卡機 (硬件) |
Download
Punch Record l
Download Transaction
from device(s) Template
Management l View
User Template list stored in software l Add a User
Template in software l Import User
Template in software l Delete a User
Template in software l Update a User
Template in software l Restore User Templates to
Device(s) Other
Tool |
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Virtual Timeclock (Software) 虛擬打卡鐘 (軟件) |
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ecTimer l
Installing the program l
Connect with fingerprint
sensor 店舖虛擬打卡鐘 手機網上打卡 |
ecTimer l
Starting the program |
店舖虛擬打卡鐘 l
開啟打卡鐘 l 使用手動打卡 |
手機網上打卡 |
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Punch Records
打卡記錄 |
Assign
Card No to Employee |
View / Add Punch
Record |
部門打卡記錄 l
查看打卡記錄 l
打卡記錄排序 l 列印打卡列表 漏打卡補交 l
漏打卡補交批核 |
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打卡記錄 漏打卡補交 l
漏打卡補交申請 |
l Import
/ Export Access Log Data |
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Shift Duty 更時 |
Screen
reference |
l Examples 1.
Example - Time
Range and Usage 4.
Example
– Single Shift with Flexible Lunch1 5.
Example – Single Shift with
Flexible Lunch2 7.
Example – Multi-Fix Hour
Duty Preset
the time range definition for a shift |
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Working
Timetable上班時間表 i.e. For the staffs who l have fixed working hours and pattern l have fixed rest days by week l most likely work in office |
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Duty
Group Setup l
Define Timetable for a
Duty Group |
Assign
a Duty Group to employee l
Select
a Duty Group for an employee Timetable
of an employee Overtime
Application |
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l How to handle
Typhoon / Black Rainstorm l How to handle Early
Leave at Holiday l How
to set duty holiday with regular pattern l How to set
duty long and short week l How
to handle when short week meets public holiday |
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Duty Roster更表 i.e. For the staffs who l
work by following
a roster table l
may rest on
different weekday l
are operation
staffs and work in front-line |
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Import
from Excel l
Customize the
Excel roster template Input
in MSS |
3 ways to input duty roster Method
1 - Input directly in system back-end l
Edit Employee’s Roster by
Quick Set l
Edit Employee’s Roster by
Direct Input l Example Method
2 – Import from EXCEL l
Prepare Employee’s
Roster in Excel l
Import a duty
roster Excel file to the system Method
3 - Input directly in Web > MSS (system front) l
Example |
Web
> MSS l
部門編更表 |
l 查看編更表 |
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編更表輸入範例 |
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Time Attendance Analysis 考勤分析 |
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Manual
running Time Attendance Analysis from : |
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Attendance
Result 考勤結果 |
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Manage
Employee’s Attendance l
View Attendance Result
(By Individual) l
Batch
Import attendance adjustment from Excel file Approve Employee’s Attendance l Reset Attendance
Approve Level |
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部門出勤表 |
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出勤表 |
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Overtime 加班 |
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Viewing
Accumulated Overtime balance l
Convert
Accumulated Overtime balance to Leave compensation |
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加班批核 |
l 加班申請 |
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Payroll
Management 薪資管理
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Module 模組 |
Concept 概念 |
TAMS Setup 設定 |
TAMS Operation 操作 |
MSS Operation 操作 |
ESS Operation 操作 |
FAQ 常問問題 |
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Introduction 簡介 |
General
Setup |
Starting
Payroll Management |
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Basic Salary 底薪 |
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Set
Basic Salary for employee |
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Bonus / One-off payment 獎金 / 一次性款項 |
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Adding
One-off Payment Records l
Input one-off
payment record to employee l
Batch
input one-off payment records l
Import one-off
payment records from Excel (List format) l
Import
one-off payment records from Excel (Table format) Delete
One-off Payment Records |
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費用報銷批核 |
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費用報銷申請 |
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Salary Profile 工資計算大綱 |
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Salary
Profile l Add a Salary Item to the Salary Profile l
Add a
Payroll Formula to the Salary Item l Examples |
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l How to set hourly
wage formula |
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Salary Record 工資記錄 |
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Generate
Salary Records for Employee Manage
Your Salary Records |
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l How
to check payroll calculation (related to basic salary) |
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Payslip 糧單 |
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網上糧單 |
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強積金 |
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Depends on your MPF provider : l HSBC l
Reporting
> “HSBC MPF (Compatible) Remittance statement” l Manulife l
Reporting
> “Manulife MPF Remittance statement” (EXCEL) l AIA l BEA l
Reporting
> “BEA MPF (Compatible) Remittance statement” l
Reporting
> “BEA MPF (Industry Scheme) Contribution Records” l Others l
Reporting
> “Remittance Statement Report” |
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銀行自動轉帳 |
Define Employee’s Payment Centre |
Create Monthly Autopay File l
Create Monthly Payment Record Submit Autopay file to bank l
Submit
Autopay file to Hang Seng Bank |
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報稅 |
IR56B
(active staffs) l
Prepare Employer’s
Return for employees l [Deprecated] Export
IR56B (DB)
(See Remark 1) IR56E
(new join staffs) R56F
(resigned staffs) (See Remark 2) IR56G
(leaving HK) IR56M
(other than employee) (See Remark 2) |
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Remarks: 1. The IR
Department will NOT
accept IR56B records prepared by IRD IR56B Software
starting from 1 April 2023. 2. Please note that the IR Department does not accept an application for
submission of the Forms IR56F and IR56M in computerized printout. However, employers who have obtained approval
under the old requirements specifications can continue to submit the IR56F or
IR56M forms printed by the approved Self-developed Software until further
notice Last update : 2023/2/3 Ref : Click
here |
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Door
Access Control Management 門禁管理
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Module 模組 |
Concept 概念 |
TAMS Setup 設定 |
TAMS Operation 操作 |
MSS Operation 操作 |
ESS Operation 操作 |
FAQ 常問問題 |
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Door Access 門禁 |
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After-sales
Services 售後服務
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Technical
Support 技術支援
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Providing information 提供資料 |
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