Help/Payroll/Set up payroll

Set up payroll

Do this once. Your company details go on every payslip, and each person’s details decide their CPF, their self-help group fund and how they are paid.

Screenshots use a fictional business and staff. Select an image to view it full size.

Your company details

  1. Go to Payroll, then the Company Settings tab.

  2. Fill in the company name, UEN, CPF Submission No. (usually your UEN with a suffix such as -PTE-01), address and contact email. These go on every payslip.

    Choose the Default Payment Date: the last day of the month, or the 1st of the next month. You can still change it for one person in one month.

    Company Setup form for Tanjong Florist Pte. Ltd. with UEN, CPF submission number, address, email and default payment date.
    The details that appear on every payslip. Open full size

The account you pay from

Only needed if you want one file that pays everyone. You can fill it in later.

  1. On the same page, under Paying salaries from your bank, choose your bank and type the account number and the name on it.

    For DBS, add your DBS Organisation ID (it is on your DBS IDEAL profile) and leave the payroll service on SAL unless DBS told you otherwise.

    Bank section: DBS Bank, account number, name on the account, DBS Organisation ID, SAL payroll service, and 4 of 4 staff ready.
    The green line tells you how many of your staff have what the bank file needs. Open full size

  2. Leave Automatically post payroll expenses to P&L on, so salaries and employer CPF land in your accounting by themselves. Then press Save & Continue.

Add your team

  1. Go to the Employees tab and press Add Employee. Everyone on the payroll is listed here, with their pay.

    Employees list: four active staff, three full-time and one part-time, each with salary and portal status.
    Your team. The two buttons on each row open their portal and bank details, and edit them. Open full size

  2. Fill in their details. The ones that change their pay:

    • Date of birth sets their CPF age band.
    • Nationality. A PR is asked which year of PR they are in, because the first two years have lower rates. Foreigners pay no CPF.
    • Race and religion decide the self-help group fund (CDAC, SINDA, MBMF or ECF). Untick the box if they have opted out.
    • Full-time (a monthly salary, plus any fixed monthly allowances) or Part-time (hourly or daily rates for weekdays, weekends and public holidays).

    The full NRIC or FIN is needed for the CPF file and IR8A. It is stored encrypted, and lists show only the last four.

    Edit Employee form for Aisha binte Rahman: NRIC, email, date of birth, Singapore Citizen, Malay and Muslim for MBMF, full-time, S$3,200 salary and a S$150 transport allowance.
    A full-time employee with a fixed transport allowance. Muslim, so MBMF is deducted. Open full size

  3. Leave This employee draws a salary ticked for anyone you pay, including yourself. Untick it only for a director you do not pay, so they stay off the payroll. Press Save Employee.

How each person is paid, and the staff portal

Press the round account button beside someone’s name.

Staff portal and contact window for Aisha: portal in use, sign-in email, mobile, paid by PayNow to her mobile, and her work schedule.
Aisha is paid by PayNow to her mobile, so no bank account is needed. Open full size

Questions

Do I add myself?

Yes, if you pay yourself a salary through the company. You are an employee like anyone else here.

Someone left. Do I delete them?

No. Set their last day of employment, and untick Active employee after their final payroll. Their history stays for CPF and IR8A.

Can I edit many people at once?

Yes. Press Edit as table on the Employees page, change what you need, then Review & save to check every change before it is saved.

Next: Run payroll each month · ← Payroll