Vantagens

• HK: Internet Subscription: Add a default monthly internet allowance.

• End of Year Payments Month: Select the month to automatically add end-of-year payments to payslips (if any).

• Use MPF Offsetting: Enable this to define pre-set and post-set offset periods for calculating Severance Payments (SP) and Long Service Payments (LSP).

Seção Contabilidade

Configure as entradas para a seção Contabilidade:

• Payroll HSBC Autopay: Enable to create HSBC payment files.

• Batch Account Move Lines: Enable to merge all accounting entries for the same period into a single account move line. This anonymizes accounting entries but disables single payment generations.

CAP57: Pagamento Mensal de Funcionários

O Odoo fornece a estrutura salarial CAP57: Pagamento Mensal de Funcionários para calcular a folha de pagamento compatível para funcionários regulares. As seguintes regras salariais são obrigatórias, que são adicionadas automaticamente aos contracheques:

• Rent Allowance: Amount derived from the employee's active rental record.

• Basic Salary: Amount of base salary provided (after rent allowance deduction).

• 713 Gross: Net payable amount considering commissions, internet allowance, reimbursements, back-pay, deductions, etc.

• MPF Gross: Net payable amount from 713 gross after consideration of additional allowances, deductions, and end-of-year payment.

• Employee Mandatory Contribution: Mandatory employee MPF contribution.

• Employer Mandatory Contribution: Mandatory employer MPF contribution.

• Employee Voluntary Contribution: Voluntary employee contribution (if any).

• Employer Voluntary Contribution: Voluntary employer contribution (if any).

• Employer Voluntary Contribution 2: Additional voluntary employer contribution (if any).

• Gross: Net payable amount from MPF gross after consideration of MPF deductions.

• Net Salary: Final payable amount to be paid to the employee.

As seguintes regras salariais são regras opcionais para benefícios de funcionários, que podem ser adicionadas manualmente como entradas salariais no contracheque sob a aba Entradas Salariais:

• Back Pay: Additional salary payout can be included under this category.

• Commission: The commission earned during the period can be manually entered.

• Global Deduction: A lump-sum deduction from the entire payslip.

• Global Reimbursement: A lump-sum reimbursement to the entire payslip.

• Referral Fee: The additional bonus offered for any form of business-related referral.

• Moving Daily Wage: To override the ADW value used for leave computation.

• Skip Rent Allowance: If set, the rental allowance is excluded from the current payslip.

• Custom Average Monthly Salary: To override the average monthly salary used for end-of-year payment (rule is only applicable to payslips generated in December).

CAP57: Pagamento em Lugar de Aviso Prévio

O Odoo fornece a estrutura salarial CAP57: Pagamento em Lugar de Aviso Prévio para processar um pagamento final a um funcionário no lugar de cumprir um período de aviso prévio exigido na rescisão.

Regra obrigatória para esta estrutura salarial que é adicionada automaticamente ao contracheque:

• Payment in Lieu of Notice: This is the calculated amount paid to the employee corresponding to the unserved notice period.

Regra opcional para esta estrutura salarial que pode ser adicionada manualmente como uma entrada salarial no contracheque sob a aba Entradas Salariais:

• Lieu of Notice Period (Months): Only applicable to the CAP57: Payment in Lieu of Notice salary structure. By default, the final payout is set to 1-month. Use the Count field under the salary inputs tab to set a different notice period duration.

CAP57: Pagamento por Tempo de Serviço (LSP)

O Odoo oferece a estrutura salarial CAP57: Pagamento por Tempo de Serviço para processar um funcionário cuja relação de emprego contínua com o empregador, sob contrato de trabalho, atinge 5 anos.

Regras obrigatórias para esta estrutura salarial que são adicionadas automaticamente ao contracheque:

• Long Service Payment: The final calculated amount of long service payment paid to the employee (after applying offsets, if any).

• Long Service Payment Pre Transition: The portion of the long service payment calculated based on the employment period before the transition date of the offsetting arrangement, where MPF contributions can still be used to offset the payment.

• Long Service Payment Post Transition: The portion of the long service payment calculated based on the employment period on or after the transition date of the offsetting arrangement.

Ative Usar Compensação de MPF na seção de localização de Hong Kong para usar estas regras salariais de compensação:

• Pre-transition Offset: The amount of MPF contribution (or benefits from an ORSO (Occupational Retirement Schemes Ordinance) scheme) that can be used to offset the pre-transition amount.

• Post-transition Offset: The amount of MPF contribution (or benefits from an ORSO (Occupational Retirement Schemes Ordinance) scheme) that can be used to offset the post-transition amount.

CAP57: Pagamento de Indenização (SP)

O Odoo oferece a estrutura salarial CAP57: Pagamento de Indenização para processar um funcionário cuja relação de emprego contínua com o empregador, sob contrato de trabalho, atinge 2 anos.

Regras obrigatórias para esta estrutura salarial que são adicionadas automaticamente ao contracheque:

• Severance Payment: The final calculated amount of severance payment paid to the employee (after applying offsets, if any).

• Severance Payment Pre Transition: The portion of the severance payment calculated based on the employment period before the transition date of the offsetting arrangement, where MPF contributions can still be used to offset the payment.

• Severance Payment Post Transition: The portion of the severance payment calculated based on the employment period on or after the transition date of the offsetting arrangement.

Ative Usar Compensação de MPF na seção de localização de Hong Kong para usar estas regras salariais de compensação:

• Pre-transition Offset: The amount of MPF contribution (or benefits from an ORSO (Occupational Retirement Schemes Ordinance) scheme) that can be used to offset the pre-transition amount.

• Post-transition Offset: The amount of MPF contribution (or benefits from an ORSO (Occupational Retirement Schemes Ordinance) scheme) that can be used to offset the post-transition amount.

Configurando um esquema eMPF

Siga estas etapas para configurar um esquema eMPF:

1. Click New or select an eMPF scheme to configure. Enter the Employer Account No. (this value is specific to the current company).

2. Click Add a line to create new payroll groups (used for mandatory contributions) and member classes (used for voluntary contributions).

Ao criar uma classe de membro, clique em Visualizar para configurar cada tipo de contribuição, opção, valor de renda e definição de renda.

• Contribution Type: Select Employee's Voluntary Contribution, Employer's Voluntary Contribution, or Employer's Voluntary Contribution 2.

• Option: Defines how much voluntary contribution is calculated.

  • Fixed Percentage of Income: Contribution according to a percentage.

  • Fixed Amount: Contribution according to a fixed amount.

  • Match Employee's Voluntary Contribution: Contribution matches the employee's voluntary contribution.

  • Fixed Percentage of Income minus Mandatory Contribution: Contribution capped with mandatory contribution.

• Amount: Amount to apply as a percentage or fixed amount.

• Definition of Income: Define which income is used to calculate voluntary contributions.

  • Relevant Wages: Based on all wages (commissions, bonuses, etc.) the employee receives after calculation.

  • Basic Wage: Based on the basic wage (wage on contract) the employee receives.

Seção de visão geral do contrato

• Contract: Select contract start and end dates for contract management.

• Wage Type: Select Fixed Wage or Hourly Wage.

• Wage: Define the employee's monthly wage.

• Pay Category: Select CAP57: Hong Kong Employee for monthly Hong Kong payroll calculations. This defines when the employee is paid, their default working schedule, and the work entry type it applies to.

Seção Agenda

• Work Entry Source: Select either Working Schedule, Attendances, or Planning. This field determines how the work entries are accounted for in the payslip.

  • Working Schedule: Work entries are generated automatically based on the employee's working schedule.

  • Attendances: Work entries are generated based on the check-in and check-out period logged in the Attendances app.

  • Planning: Work entries are generated from planning shifts only.

• Working Hours: Select HK Standard 40 hours/week or any newly created working schedule.

Seção MPF

• Exempt of MPF: Enable this option for MPF-exempt employees.

• MPF Scheme: Select the MPF scheme.

• Member Account No.: Enter the employee's member account number.

• Payroll Group: Select the MPF payroll group.

• Member Class: Select the MPF member class for voluntary contributions.

• Registration Status: Define employee status.

  • Registration At Next Contribution: Select for enrolling a new MPF member.

  • Registered: Select for an existing MPF member.

  • Terminated: Select for a terminated MPF member.

• Start Contribution: Define the contribution starting period for new or existing members.

  • Immediately Upon Registration: Start contribution after registering MPF, starting from the first payslip.

  • At Due Date: Start contribution after the contribution holiday period. This starts its contribution mostly in the second or third payslip.

• Date of Joining the Scheme: Leave empty to set the date automatically upon registration through the eMPF contribution report date.

Seção de Benefícios

• Internet Subscription: Set an additional internet allowance on top of the current salary package.

• Current Rental: Configure rental information that is used as a rental allowance in the payslip for the IR56B reporting period.

Para criar um registro de aluguel: Clique no botão Histórico próximo ao campo de aluguel atual. Clique em Novo para criar um histórico de aluguel. Digite a referência de aluguel, data de início do aluguel, data de término do aluguel, tipo de aluguel, valor do aluguel e endereço. Altere o status do aluguel para Em Andamento.

Criação de lançamento contábil

Depois que os contracheques são confirmados e validados, os lançamentos contábeis são postados individualmente ou em lote. O lançamento contábil é criado primeiro como rascunho.

Lançamentos de diário individuais

Sem ativar a opção de linhas de movimento contábil em lote, você precisa de lançamentos de diário manuais para cada contracheque, independentemente de usar uma execução de folha de pagamento ou contracheque individual. Selecione um contracheque e clique no botão Lançamento Contábil (Rascunho).

Clique no botão Lançar. Cada contracheque é automaticamente lançado como lançamentos de diário individuais em Contabilidade › Lançamentos contábeis.

Quatro contas do Plano de Contas de Hong Kong estão incluídas na localização de folha de pagamento:

• 221001 MPF Accrued (Employer): Accrue MPF benefits that are spent by employers.

• 221002 MPF Withheld (Employee): Withheld MPF benefits that are paid by employees, which are paid to the MPF provider soon.

• 521700 MPF Contribution (Employer): Employer portion of MPF contributions expected to be paid to the MPF provider soon.

• 221700 Salaries & Wages Payable: Net salary owed to the employee.

Lançamentos em lote

Ativar Linhas de Movimento Contábil em Lote agrega todas as entradas contábeis do período em uma única linha de movimento contábil. Clique no botão Lançamento Contábil (Rascunho) (que aparece apenas após ativar o lançamento contábil em lote na configuração de folha de pagamento para execuções de folha de pagamento). Clique no botão Lançar. Todos os contracheques são automaticamente consolidados em um lançamento contábil.

Gerando um relatório IR56

Vá para Payroll app › Reporting e selecione uma das opções de planilha IR56B/E/F/G. Clique em New. Preencha as informações relevantes para o relatório IRD (por exemplo, Submission Date, Year of Employer's Return). Clique no botão Populate.

Os botões inteligentes Create XML e Eligible Employees aparecem se houver informações de contracheque relevantes geradas. Clique em Create XML para baixar o relatório XML. Clique em Eligible Employees para visualizar a lista e selecione Generate PDFs para enfileirar a geração de documento PDF.