Sage 300 People Release Notes 19.1.1.0

Sage 300 People
Release Notes
19.1.1.0
Table of Contents
1.0 New Bank Files 5

1.1 FNB eWallet Online Enterprise Bank File 5
1.1.1 Background 5
1.1.2 Additional Specifications 5
1.1.3 How to Import the Bank File Layout 6
1.1.4 Adding the Payments 10
1.1.5 Updating Employee Details for eWallet Payment 12
1.2 Citybank Bulk Salary Export 15
2.0 Singapore 16
2.1 IRAS AIS Submission Changes 2019 16
3.0 Malaysia 17
3.1 SOCSO 17
3.2 EPF 18
3.3 Rebate Claims 19
4.0 Indonesia 21
4.1 Pension Relief 21
4.2 Additional Definition Screen 22
5.0 Ghana 23
5.1 Ghana Statutory Changes Effective January 2019 23
5.1.1 Detail of Changes 23
5.1.2 Apply Ghana Statutory Changes 24
5.1.3 Backdate PAYE for Previous Months 24
5.2 Bonus Tax Recalculation in Current Month with No
Bonus 27
5.2.1 Detail of Issue 27
5.2.2 Companies with Final Tax Recalculation Set Up 28
5.3 Change Currency Code 30
6.0 Mozambique 31
6.1 Remove Statutory Reports from All Reports Menu 31
7.0 Tanzania 32
7.1 New Public Service Social Security Fund 32
7.1.1 Detail of Change 32
7.1.2 Update PSSSF System Changes 33
7.1.3 Setup Changes for PSSSF 33
7.2 New PSSF Report 34
7.3 Incorrect Logo on PSSSF Report 35
Sage 300 People Page 2 of 80

8.0 Zambia 36
8.1 NAPSA Ceiling Limit Change Effective January
2019 36
8.1.2 Apply NAPSA Ceiling Changes 36
8.2 Add Normal Tax Calculation Not Using YTD
Values 37
8.2.2 Update System with Normal Tax Calculation
Option 40
9.0 Zimbabwe 41
9.1 Statutory Changes Effective January 2019 41
9.1.1 Detail of Changes 41
9.1.2 Apply Zimbabwe Statutory Changes 41
9.2 Mandatory Field Reference 2 in CSZ Version 3
Bank File 42
10.0 UAE 43
10.1 Add Fields from Country Specific Screen to
Company Rule Default Rule Screen 43
10.2 WPS Salary Export File Type 44
11.0 Batches 46
11.1 Entity Take-on Permit Batch 46
11.2 Leave Transaction Batch 47
12.0 Beneficiary Changes 48

12.1 Make a Beneficiary Inactive 48
12.1.1 Inactive Beneficiary on the Payslip Definition 49
12.1.2 Inactive Beneficiary Alert 49
13.0 Development Plan 50

13.1 Performance Development 50
13.1.1 My Development Plan 50
13.1.2 Performance Development 50
14.0 Performance Management 59

14.1 Linked Additional Reviews 59
14.2 Performance Review Detail Report 61
14.2.1 Web Self Service Inbox 61
14.2.2 Web Self Service Performance Contract 62
14.2.3 People Online Performance Contract 62
14.2.4 People Online Reviews 63
14.2.5 Report Layout 64
14.3 Performance Review Result Report 64
14.3.1 Web Self Service Inbox 65
14.3.2 Web Self Service Performance Contract 65
14.3.3 People Online Performance Contract 66
14.3.4 People Online Reviews 66

14.3.5 Example Report Layout 67
15.0 Equity Management 68

15.1 Mandatory Equity Linking 68
15.1.1 Existing Setups 69
15.1.2 Hierarchy and Parameter Code Imports 70
15.2 Mandatory Skills Linking 70
15.2.1 Existing Setups 71
15.2.2 Hierarchy and Parameter Code imports 72
16.0 Reports 73
16.1 ETI Dynamic Report Enhancements 73
16.2 Stats SA Report 74
17.0 System Changes 76

17.1 Cache Last Used Active Directory Domain 76
17.2 Job and Staff Requisitions to Skills Map 76
18.0 Kenya 77
18.1 HELB Electronic CSV File 77
19.0 Bug Fixes 78

19.1 Nigeria: Pension Calculation 78
19.2 Nigeria Consolidated Relief 78
19.3 Leave Accrual 78
19.4 Error Creating UAE Company 78
19.5 Audit Train on Password Reset 78
19.6 Add New Employee 78
19.7 Variance Report Not Printing 78
19.8 Inactive Bank and Bank Branch details on Web
Self Service 78
19.9 Security: Object and Field Security on User Object 78
19.10 Office 365 Mail Add In error when trying to
approve annual leave 79
19.11 Users From Multiple Domains With Trust Unable
to Authenticate on Web Self Service 79
19.12 Training Dictionary Edit 79
19.13 ESS Report Flag 79
19.14 Web Self Service Reports Menu 79
19.15 Payslip Detail Summary Description 79
19.16 User Impersonation – Copy Current 80
19.17 Payslip Alert: Fringe Benefit is Zero 80
19.18 Payroll Definition Copy Current 80
19.19 Bank Detail Report Changes 80
19.20 Rounding in a New Tax Year 80

1.0 New Bank Files
FNB eWallet Online Enterprise Bank File
1.1.1 Background
FNB eWallet is used to pay employees without a bank account number - the employee can
then use an ATM machine and a pin number to withdraw funds.
eWallet payments can be done using a CSV template that is available to clients once they
login into their OBE™ profile or they can use the Online Banking Enterprise™ file layout.
We provide the Online Banking Enterprise file option.
There are two types of accounts for FNB eWallet payments:
 eWallet Send Money (Type of Account = S) - this option allows FNB customers to
send money to a beneficiary via the beneficiary's local cell phone number. The
beneficiary does not require a bank account and can withdraw these funds at any
FNB ATM without an ATM Card. When money is sent to the beneficiary, an eWallet
is created using the beneficiary's cell phone number as the account number.
 eWallet Pro (Type of Account = D) - this option allows FNB customers to create an
eWallet account number for a beneficiary. Same as with the Send Money option, the
beneficiary does not require a bank account and can withdraw these funds at any
FNB ATM without an ATM Card.
Note:
We did not add new payment methods for D – eWallet Pro and S – eWallet Send Money
and therefor you will have to set up two payments and link employees to the applicable
payment, e.g. employees with a cell phone number or employees with account number.
Refer to section 1.1.3 for guidelines on how to set up the eWallet payments.
1.1.2 Additional Specifications
For eWallet Send Money file layout the maximum net pay amount per detail transaction
allowed is R5 000.00
 If employee’s net pay amount is greater than R5 000.00 the employee will be
excluded from the salary file and an exception report will be generated with a list of
all employees excluded from the salary file indicating the reason as ‘Exceeding Net
Pay amount limit of R5 000.00’.

For eWallet Pro file layout the maximum net pay amount per detail transaction allowed is
R25 000.00.
 If employee’s net pay amount is greater than R25 000.00 the employee will be
excluded from the salary file and an exception report will be generated with a list of
all employees excluded from the salary file indicating the reason as ‘Exceeding Net
Pay amount limit of R25 000.00’.
1.1.3 How to Import the Bank File Layout
Note:
Contact the Sage 300 People Support Desk for the FNB eWallet XML files that you must
import.
For the FNB eWallet Online Banking Enterprise bank file you will have two .xml files to
import:
 ZAFNBOBE.xml
 ZAFFNBOBELookups.xml
Save the two files in a location from where you can import them.

On the Navigation pane:
Expand Parameters
Expand Custom
Double-click on Custom Bank File Extensions
Click on ‘Import’ on the ribbon and browse to the location where you saved the two .xml file
for the eWallet bank file layout.

First select the ZAFNBOBE.xml bank file.
You will then be prompted to select the ‘lookups’ file; select the ZAFNBOBELookups.xml
file.

The file is successfully imported.
You can now access the new bank file layout on the “Define Bank File Layout”.

1.1.4 Adding the Payments
Before adding the payments, update and confirm that the correct banking details captured
are captured on company’s Basic Information screen.
Under Company Management you must add two payments, one for eWallet Pro and
another for eWallet Send Money.

Expand Company Management
Double-click on Payments
Click New on the ribbon to setup a payment for ACB – Automated Bank Payment. Click on
the Define Bank File Layout button to select the eWallet bank layout that you have already
imported.
From the dropdown in field Bank File Layout, select the ZAFNBOBNE – FNB Online
Enterprise option.
Select the required location where the bank export file must be saved and the default sort
sequence.

Then from the Payment Option field select one of the following two options:
 D – eWallet Pro
 S – eWallet Send Money
You can close the Bank File Header screen and save the changes you made.
Depending on which payment you created first, e.g. eWallet Pro for employees with account
number, you must create a second payment and link it to the second option not already
selected, e.g. eWallet Send Money for employees with a cell phone number account.

1.1.5 Updating Employee Details for eWallet Payment
An employee must have banking details to be paid with the eWallet option. When adding
the employee’s bank details, you need to know if the person must be paid with a cell phone
number or an eWallet account number.

Expand Employee Management
Double-click on Employees
Click on Employee Detail
Click on Basic Information – Detail tab
Click on Bank Details

For eWallet payments the following detail must be captured in a specific manner:
Field Value Required
 For employees paid with eWallet Send

Money, capture the person’s 10-digit South
African cell phone number without any space
separators or international dialling codes,
Account Number e.g. 0761233888
 For employees paid with eWallet Pro,

capture the eWallet account number
allocated to the person
Bank Only use FNB – First National Bank
Bank Branch Only use 250655 - UNIVERSAL
Currency Only ZAR – South African Rands

The employee must now be linked to the correct payment on the Payslip Definition screen.

Click on Payslip Definition
On the Pay Run Details section of the employee’s Payslip Definition screen, all the Pay Run
Definitions must be linked to the applicable eWallet option in the Payment Run Definition
field.
You will now be able to create the eWallet salary export files.
Note:
For every payment run, a file for eWallet Send Money and one for eWallet Pro must be
exported to make salary payments for employees with either a cell phone number or an
account number.

Citybank Bulk Salary Export
You will now be able to do a bulk salary export for Citybank, by selecting the 99 – Bulk
Salary export.

Expand Payments
Select The Citybank layout
Click on Define Bank File Layout button
Click on Entry Description Dropdown

2.0 Singapore
Note:
To submit 2019 IRAS reports please ensure your Sage 300 People application is
upgraded to version 19.1.1.0. Please contact support if you require any assistance.
IRAS AIS Submission Changes 2019

All employers are required by law [S68(2) of the Income Tax Act] to prepare Form IR8A and
Appendix 8A, Appendix 8B or Form IR8S (where applicable) for all your employees who are
employed in Singapore by 1 March each year.
The Sage 300 People application has been updated to comply with the 2019 requirements
for the following above-mentioned submissions.

3.0 Malaysia
Note:
To apply the 2019 tax changes please ensure that your Sage 300 People application is
upgraded to version 19.1.1.0 and that you have imported the latest Malaysia Generic Tax
file. Please contact support if you require any assistance.
SOCSO
Effective 1 January 2019, employers who hire foreign workers (excluding domestic
servants) shall register their employees with Social Security Organisation (SOCSO) and
contribute to the Employment Injury under the Employees' Social Security Act 1969 (Act 4).
The rate of contribution is 1.25% of the insured monthly wages and are to be paid by the
employer.
As from the first pay period of January 2019, the Sage 300 People application will
automatically calculate a company contribution for all employees where their Tax Status =
“Non-Resident”.
The following eligibility requirements are not automatically applied by the Sage 300 People
application:
 The employee is a domestic worker, or
 The employee must possess a valid passport and Special Pass for new foreign
workers, or
 The employee must possess a valid passport and Temporary Employment Visit
Pass or a valid employment pass for existing foreign workers, whichever is
applicable.
If the non-resident employee must be excluded from SOCSO due to one of the above
eligibility requirements, the “Do Not Contribute to SOCSO” flag must be set to TRUE on the
Generic Fields tab of the Employee Detail screen.

To exclude the employee from SOCSO:

Double-click on Employees
Click Employee Details
Select Detail tab
Click Generic Fields
Tick Do Not Contribute to SOCSO
EPF
As per http://www.kwsp.gov.my website:
KUALA LUMPUR, 7 January 2019: The Employees Provident Fund (EPF) announces that
the minimum employers’ share of EPF statutory contribution rate for employees above age
60 who are liable to contribute will be reduced to four (4) per cent per month, while the
employees’ share of contribution rate will be zero per cent.
The new minimum statutory rates will start with the January 2019 salary/wage for
contribution month of February 2019.

The latest Generic Tax file updates the following statutory limits in the Sage 300 People
application, effective 01 January 2019:
 Maximum tax deduction for EPF is limited to RM4,000 per annum.
 EPF Employer contribution from 6% to 4% for employees older than 60.
 EPF Employee contribution from 5.5% to 0% for employees than 60.

Expand Generic Tax
Double-click on Generic Tax Statutory Limit
3.3 Rebate Claims

The Rebate Claim capping limits remain unchanged for 2019 except for the following
Rebate Claim types:
 Income Tax Relief on Contributions to an Approved Provident Fund or Takaful Or

Life Insurance Premiums [Amendment of section 49, Income Tax Act 1967] is
increased to RM7,000.00 as follows:
o Income tax relief on contributions to approved provident funds up to

RM4,000; and

o Income tax relief on takaful contributions or payment for life insurance
premiums up to RM3,000.
o For public servants under the pension scheme, the income tax relief on
takaful contributions or payment for life insurance premiums is given up to
RM7,000.
 Income Tax Relief on Nett Annual Savings in The National Education Savings
Scheme [Amendment of section 46(1)(k), Income Tax Act 1967] increased to
RM8,000.
The latest Generic Tax file updates the following Rebate Claims in the Sage 300 People
application, effective 01 January 2019:
 The LIFEINSPF - “Life Insurance and Provident Fund” Rebate Claim Type is not
available for 2019.
 A new LIFEINS - “Life Insurance” Rebate Claim Type is available for 2019 with an
annual limit of RM3,000.00.
 A new LIFEINS_PUB - “Life Insurance - Public Servants” Rebate Claim Type is

available for 2019 with an annual limit of RM7,000.00.

Expand Parameters
Expand Rebate Claims
Double-click on Rebate Claim Type

4.0 Indonesia
Note:
To apply the Pension Relief changes please ensure your Sage 300 People application is
upgraded to version 19.1.1.0 and that you have imported the latest Indonesia Generic
Tax file. Please contact support if you require any assistance.
Pension Relief
Tax calculation updated to split the relief for BPSJ Pensiun and other Private Pensions.
 BPJS Pensiun (including Old Age Contributions) - no annual limits applied.
 Pension Relief (Private) - limited to Rp2 400 000 per annum.

Additional Definition Screen
From this release on cents will be allowed on the additional screen, and rounding will no
longer apply on each field.

5.0 Ghana
Ghana Statutory Changes Effective January 2019

5.1.1 Detail of Changes
The Ghana tax rates have changed effective 1 January 2019 as per amended Income Tax
(Amendment 979) (No.2) Act, 2018.
Annual tax table effective 1 January 2019.
From To Chargeable Income Rate
0 3 456.00 3 456.00 0%
3 456.01 4 656.00 1 200.00 5%
4 656.01 6 336.00 1 680.00 10%
6 336.01 42 336.00 36 000.00 17.5%
42 336.01 240 000.00 197 664.00 25%
240 000.01 and above 30%
Monthly tax table effective 1 January 2019.
From To Chargeable Income Rate
0.00 288.00 288.00 0%
288.01 388.00 100.00 5%
388.01 528.00 140.00 10%
528.01 3 528.00 3 000.00 17.5%
3 528.01 20 000.00 16 472.00 25%
20 000.01 and above 30%

5.1.2 Apply Ghana Statutory Changes
Import the new Ghana generic tax file to ensure that the updated tax rates will be applied.
Then do a general recalculation.
Note:
Before importing the new GHA-GenericTax.xml file please ensure that the Sage
300 People system is updated to at least version 18.4.1.0.
The file must be imported in any pay period before doing any payroll processing, printing
payslips or reports or making any payments.
5.1.3 Backdate PAYE for Previous Months
If your January payroll has already been finalised, then the new tax file must only be
imported in a new month, e.g. February. The PAYE for January 2019 will only recalculate
if you do a 0.00 Backdated Adjustment on your Basic Income earning line.
Follow these steps to apply the new tax tables for previous months:
1. On Payslip Detail screen – Earnings tab, select the Basic Income earning line.
2. Click on the Backdated Adjustment button.

3. Select New and create a transaction for the previous month, e.g. if your payroll is already
in February, select the January 2019 history period and enter a value of 0.00.
If you only import the new tax file in March, then you will have to do a backdated
adjustment transaction for January 2019 and for February 2019.
4. Click on Close and then on Save.

5. Repeat this for all employees.
6. On the company rule, you must apply the backdated adjustments – click on the Backdate
button. Select Yes when prompted, if you want to calculate all backdated transactions.

7. Once the backdated adjustments are complete, the PAYE (Normal Tax) will be adjusted
with the value for the previous month(s).

8. You can also view the detailed breakdown of the backdated adjustment value by
selecting the Normal Tax deduction line and then clicking on the backdated adjustment
button.
Bonus Tax Recalculation in Current Month with No Bonus

5.2.1 Detail of Issue
Even though the Tax on Bonus is an annual calculation, the Tax on Bonus must only
recalculate:
 In the current month if the Bonus Earnings > 0.00 and
 In the termination or TYE month if the company is set up to do a Final Tax

Recalculation
Currently the Tax on Bonus incorrectly recalculates in pay periods without a bonus amount
– usually when an employee’s Basic Income was significantly reduced in the current month.
Important Note:
To resolve this issue, you must import the updated Ghana generic tax file in the January
2019 pay period.

5.2.2 Companies with Final Tax Recalculation Set Up
If your company is setup to do a final tax recalculation on tax year end or termination, you
must re-link the Deduction Definition for Tax on Bonus to the new Generic Tax Set that was
added after importing the new Ghana Generic Tax File:
 GHA_BON_FIN_AVE – Ghana – Bonus Force Average Tax

How do I know if my Ghana company is configured to do a final tax recalculation?
If the Generic Tax Set on your Normal Tax deduction definition is linked to
“GHA_NML_FIN_AVE – Ghana – Nml Tax Rem Force Ave”, your Ghana company is
configured to do a final tax recalculation on termination or tax year end.
On the Navigation Pane:

Expand Payroll Definitions
Expand Deductions
Select Normal Tax Definition
Note:
After updating the Tax on Bonus deduction definition, do a general recalculation.

Change Currency Code
We update the Ghana Cedi’s currency code from GHC to GHS.

6.0 Mozambique
Remove Statutory Reports from All Reports Menu
In a previous release we moved the Mozambique statutory reports to the Country Specific
Reports menu. We removed the Mozambique reports on the All Reports menu. These
reports are not maintained anymore and therefore we removed them from the All Reports
menu.
The Mozambique statutory reports are available under Country Specific Reports.

Expand Reports
Expand Country Specific Reports
Double-click on Statutory Reports
The following Mozambique reports can be printed:
 INSS Manual Report & INSS SISSMO Submission File

 M19 Form, IRPS Schedule and Relatorio Mensal Report
 M20H Form, Tax Certificate and Annual Recon
 M20H Annual Electronic Submission File
 Manual Relação Nominal Report
 E-FRN Relação Nominal Electronic Submission File

7.0 Tanzania
New Public Service Social Security Fund
7.1.1 Detail of Change
The Public Service Social Security Fund (PSSSF) was established by Act No. 2 of 2018
(effective August 2018). The GEPF, LAPF, PPF and PSPF have now been merged into one
fund, the PSSSF. The NSSF is unaffected. PSSSF is applicable to public sector employees
while the NSSF is applicable to private sector employees.
Contribution:
 Employee contribution is 5% of monthly salary*
 Employer contribution is 15% of monthly salary
 Any other ration can be applied provided that an employee contribution does not
exceed 50% of the total contribution
*Monthly salary is defined as gross salary excluding bonus, commission, cost of living
allowance, overtime payments, director’s fees or any other additional emolument of a
member payable upon rendering service under the contract of service.
Tax deduction:
 The employee’s contribution is allowed as a tax deduction (reduces taxable income)
Employer:
 Contributing employers under this Act are:
o All Public Servants and its agencies who were employed from 1/8/2018
o All Public Servants or Private Servants who as a 1/8/2018 were members of
the former schemes of LAPF, PPF, PSPF and GEPF
o Private Corporations in which the government and/ its agencies own more
than 30% of the shares
Employers must ensure they are registered with the PSSSF and that they make use of the
new bank account numbers for remittance of members’ contribution. This can be confirmed
with the fund.
Employers must submit a consolidated list of employees to the fund.

7.1.2 Update PSSSF System Changes
Import the new Tanzania generic tax file to add the following changes:
 Deduction and Company Contribution Types with linked calculations for PSSSF
 Employee Generic fields for Employee Membership Number, Employer and
Employee Contribution percentage
 PSSSF Salary Consolidated Total
 PSSSF Report
Note:
Before importing the new TZA-GenericTax.xml file please ensure that the Sage 300
People system is updated to at least version 18.4.1.0.
7.1.3 Setup Changes for PSSSF

Once you have imported the updated TZN-Generic tax file you need to make the following
changes to add the PSSSF setup to your company:
 Create a new deduction definition linked to Deduction Type PSSSF_STAT for the
mandatory employee amount and link to applicable company rule and pay run
definition
 Create a new deduction definition linked to Deduction Type PSSSF_SUP for

additional or voluntary employee amount and link to applicable company rule and
pay run definition
 Create a new company contribution definition linked to the Company Contribution

Type PSSSF_STAT for the mandatory employer amount. Ensure the applicable
company rule and pay run definition is linked to the company contribution definition.
 Create a new company contribution definition linked to Company Contribution Type

PSSSF_SUP for additional or voluntary employer amount and link to applicable
company rule and pay run definition
 On the Employee Generic Fields enter the following information:

o Employee PSSSF Membership Number
o Employee PSSSF Contribution Percentage – if no value entered then no
PSSSF mandatory deduction will calculate
o Employer PSSSF Contribution Percentage – if no value entered then no
PSSSF mandatory company contribution will calculate

 Check and confirm that the earnings included for the PSSSF Salary is correct. If you
need to add or remove an earning, do a Consolidated Total Override. The default
earnings for PSSSF Salary is all earning definitions linked to the following Earning
Types:
o BASIC – Basic Income
o SICKPAY – Sick Pay
o LEAVEPAY – Leave Pay
 Unlink the calculation for previous funds, e.g. LAPF and PPF to stop contributions
from calculating on these definition lines.
New PSSF Report

The PSSSF report must be submitted every month. It is a detail report per employee and
displays the income on which contributions are based, the statutory and additional
contributions by both employee and employer.
The report only includes employees with contributions for PSSSF statutory and additional
contributions that is unequal to zero.
Expand Reports
Expand Country Specific Reports
Double-click on Statutory Reports

Incorrect Logo on PSSSF Report
The original logo provided for the PSSSF report was incorrect. We received and updated
the report with the correct logo.

8.0 Zambia
NAPSA Ceiling Limit Change Effective January 2019
As from 1 January 2019, the new NAPSA ceiling is K21 476 per month.
The maximum amount an employee or employer will contribute per month at 5% is

K1 073.80.
Example 1 Example 2 Example 3
Monthly Earnings 21 000.00 21 476.00 22 000.00
NAPSA EE @ 5% 1 050.00 1 073.80 1 073.80
NAPSA ER @ 5% 1 050.00 1 073.80 1 073.80
Total NAPSA Contribution 2 100.00 2 147.60 2 147.60
This change does not have any impact on the NAPSA reports.
8.1.2 Apply NAPSA Ceiling Changes
Import the new Zambia generic tax file to ensure that the updated NAPSA ceiling will be
applied.
Note:
Before importing the new ZMB-GenericTax.xml file please ensure that the Sage 300
People application is updated to at least version 18.4.1.0.

Note:
The NAPSA ceiling is a monthly value and will therefore not backdate if you import the
tax file in a pay period after January 2019. No corrections for previous periods will be
applied.
Add Normal Tax Calculation Not Using YTD Values

Income Tax Regulation 4 explains that a cumulative/YTD tax calculation should be done for
employees employed at the start of the tax year. This is also applicable to employees
employed after the start of the tax year but who provided the current employer with a P13
certificate from their previous employer.
It is incorrect to apply the cumulative/YTD tax calculation method for employees engaged
after January and who did not provide a P13 certificate for the previous employer.
Currently on the system, there are only one tax calculation option that uses Year to Date
Plus values that are annualised with a tax factor based on periods in the tax year.
We added a Normal Tax Calculation that uses only the current period’s values to calculate
the employee’s PAYE.
The tax calculation options available on the Employee Tax Definition screen are:
 Annual – using YTD values with a tax factor based on periods in the tax year
 Monthly – using the current period’s values only and no YTD values used in any
calculations

Basic Monthly (Current Period) Tax Calculation
Component Notes
Normal Taxable Earnings Current Period Value
Will always be 0.00 – no concept of periodic

+ Periodic Taxable Earnings
taxable income
Only unapproved Pension and Retirement Fund

and General Taxable CC
+ Taxable Company Contributions
Current Period Value
+ Fringe Benefits Current Period Value
+ Taxable Provisions Current Period Value
Subscriptions are 100% TDD and me made

provision for General TDD values
- Tax-Deductible Deductions

Private Subscriptions are 100% TDD
- Tax-Deductible Private Contributions
= Current Balance of Remuneration Current Period Value
X Pay Periods in Tax Year e.g. 12, 52. 26, etc.
= Annualised Balance of Remuneration No YTD values included
Apply Tax Table Annual table on annualised value
= Annualised Tax on Remuneration
/ Pay Periods in Tax Year e.g. 12, 52. 26, etc.
= Tax before Rebate for Current Period
- Disability Tax Credit 3 000.00 / periods in tax year
= Tax for Current Period
Important Notes When Using the Monthly Tax Calculation
 The PAYE is final each period – no year to date corrections
 No final tax recalculation on termination or tax year end will take place. Should you
want to do a final recalculation, you will have to change the Tax Calculation on the
Employee Tax record from monthly to annual
 The Disability Tax Credit cannot result in a negative PAYE deduction in the current
period. If the full value was not used in the current period, the excess value will not
be carried over to the next period
 Previous Employment Income, tax and credits is not applicable to the Monthly
(current period) tax calculation – this calculation is specifically used when no P13
certificate was provided with previous employment values
 It will be your responsibility to determine and link employees to the correct tax
calculation method on the employee’s tax record on the Tax Definition screen:
o If an employee was on the monthly tax calculation because the employee

was employed during the tax year, it will still be the user’s responsibility to
ensure the correct tax calculation is applied when rolling into a new tax year
– this will not be automatically updated by the system.

8.2.2 Update System with Normal Tax Calculation Option
Import the new Zambia generic tax file to add the Monthly tax calculation.
Note:
Before importing the new ZMB-GenericTax.xml file please ensure that the Sage 300
People system is updated to at least version 18.4.1.0.

9.0 Zimbabwe
Statutory Changes Effective January 2019

9.1.1 Detail of Changes
The personal income tax rates for Zimbabwe as mentioned in their budget speech on 23
November 2018, was approved and gazetted.
See extract from the budget speech:
The new approved tax tables for the 2019 tax year as published by ZIMRA and effective 01
January 2019:
9.1.2 Apply Zimbabwe Statutory Changes

Import the new Zimbabwe generic tax file to ensure that the updated tax rates will be
applied.
Note: Before importing the new ZWE-GenericTax.xml file please ensure that the Sage
300 People system is updated to at least version 18.4.1.0.

Mandatory Field Reference 2 in CSZ Version 3 Bank File
Previously the Reference Number 2 field in the CSZ Version 4 bank file was optional and
not populated. This field is now mandatory and populated with the Payment Reference
Field on the Bank File Header Definition Screen.

10.0 UAE
Add Fields from Country Specific Screen to Company Rule Default Rule
Screen
We added certain fields from the Company Country Specific screen for UAE companies on
the Default Rules screen on the Company Rule. The reason for this is that most of the UAE
companies belong to the Private Sector, but they can also have a Mainland branch and a
Free Zone branch. The current solution was to create separate companies instead of only
one company.
On the Default Rule screen on Company Rule, there is now a section ‘United Arab Emirates
Specific Information’ if the Company Rule is linked to a UAE Tax Country company.

The following fields from the United Arab Emirates Specific Information screen is now
available on the Default Rules screen on Company Rule:
 Company Registration Type

 Company Share Percentage
 Sponsor Type
 Link Sponsor Entity
 Sponsor Ownership Percentage
The values in the new fields on the company rule will default from the applicable fields on
UAE Country Specific screen on the company detail but you will be able to overwrite the
values on the company rule.
The Company and Sponsor Share Percentage is independent from other Company Rules
and the Company Percentages, e.g. the Company Total Percentage adds up to maximum
100% and each individual Company Rule adds up to 100%.
WPS Salary Export File Type
We were notified that it is a requirement to be able to change the default file type of the
WPS export file from a .SIF file to an excel export file.
The file layout and file name are exactly the same as the current SIF file except for the file
extension.
On the Bank File Header Definition screen, we added a user input field where you can select
the export file type to be generated.
 If you select .SIF which is the default, the current file will create with the .SIF
extension
 If you select the Excel option, the export file will be in Excel format with .xls/.xlsx file
extension
The default File Name remains the same as per the original requirements.
Note:
Please contact People Support for the updated AEWPS.xml file layout.
After importing the new file layout, close and relaunch the Sage 300 People application.
You will then be able to change the default file type.

11.0 Batches
Entity Take-on Permit Batch

A new system batch has been created to update all permit fields on the employee’s entity
field.

Expand Utilities
Expand Batches
Expand System Batches
Double click on Entity Permit Batch

The following fields can be updated:
Note:
An employee cannot have both an Asylum Seeker permit and a Refugee Permit, therefore
if the employee has an Asylum Seeker Permit and a Refugee Permit is imported the
Asylum Seeker will be unticked, and vice versa.
Leave Transaction Batch

Changes have been made to the leave transaction batch to ensure that leave transactions
can now be imported per company rule.

12.0 Beneficiary Changes
Make a Beneficiary Inactive

You can now make a beneficiary inactive. If this is done, the beneficiary will no longer be
available to be selected in any drop-down menu for any third-party payments. If required an
inactive beneficiary can be changed back to active.
How to make a beneficiary inactive:

Double click on Beneficiary Setup
Select The Applicable Beneficiary
 Click on the Beneficiary Status drop down.

 Select I – Inactive
 If the beneficiary is linked to an employee’s payslip and has
 a balance greater than R0.00, or
 a recurrence payment, or
 a total greater than R0.00, you will receive the following message:

 Click on Yes
12.1.1 Inactive Beneficiary on the Payslip Definition

An inactive beneficiary will no longer be available to be selected on the beneficiary
dropdown. The beneficiary will still display on the employee’s payslip, and the value will still
be part of the payment export. If it should no longer be part of the export, the beneficiary
should be removed manually.
12.1.2 Inactive Beneficiary Alert

If an employee has an inactive beneficiary with a balance or total for the current period, an
alert will display on the employee’s payslip.

13.0 Development Plan
13.1 Performance Development

New Development Plan functionality has been added to include items from previous
Performance Reviews completed on the new Performance Management module.
The Performance Development section has been added to all three sections on Web Self
Service:
 My Development Plans
 My Completed Items
 Team Development Plans
13.1.1 My Development Plan

On the Web Self Service:
Expand Development Plan
Select My Development Plan
13.1.2 Performance Development

The employee will have the ability to develop him/her self on any items on previous
Performance reviews. Only Performance Reviews completed on the new Performance
Management module and with a cycle start date in the past two years will display.

Depending on the Performance Review setup the following areas can be selected from:
 Performance
 Competency
 Values
 Free Text Reviews (multiple available depending on the setup)
The Performance Development section opens with the following fields for a quick overview
of the development Items linked:
Action Buttons
Icon Description Function

Add Add new item, detailed development plan screen
will open to define the specific development item.
Edit Edit an existing development item. Edit
functionality is limited on training and qualification
items which is part of the workflow.
Only one item at a time can be selected to use
the Edit function.
Delete Delete an existing development item. Delete
functionality is limited on training and qualification
items which is part of the workflow or was created
in the system by a system user.
Status Ability to update the development items status,
this functionality is dependent on the items
current status as well as whether it is part of the
training and qualifications workflow.
Export Export the current list of development items
under this section. All fields on the grid will be
exported to excel.
Expand / Collapse If there are any items loaded the Expand and
Collapse can be used in the header for ease of
navigation. To collapse or expand the user can
click on the header as well.

The Grid layout include the following columns:
Field Name Validations
Selection box Select a specific item to use the action buttons.
What The specific development item selected to be developed.
How The intervention method selected to address the “What” item.
Action The actual intervention which will be used to address the “What” item.
By When The date by when this development item must be completed by.
Comment Comments between the employee and manager on the specific
development item. Select the to view and add a new comment.

Comments are visible to the employee and manager.
Status The status of the development item:
• Awaiting Approval – the item needs to be approved by the manager
or in the training and qualifications workflow.
• In Progress – only available if the item has been approved, this
indicate that the employee has started with the specific item. This will
only be available for Mentoring, Self-Study and Other items.
Completed – indicate the items has been completed by the employee,
once the status is changed to Completed the item will be moved to the
employees “My Completed Items” section.
• Closed-Incomplete – indicate that the item has not been completed
but will not be done anymore and therefor needs to be removed from
the employee’s development plan.
Priority Indicate the priority of the development items.
If the employee selects to add a new development item a pop-up screen will open
to complete the details of the development item. The user must start by selecting the
Performance Review from which they would like to select an item to be developed. Once
the Review has been selected the area must be selected, the following options are
available:
 Performance
 Competency
 Values
 Free Text

1.2.2.1 Performance Area
If the user selects to add a new Performance Area item from his Performance Review the
following fields will become available to complete more detail:
Field Name Field Type Validations

Area Selection Select the Area of the review to be used:
• Performance
• Competency
• Values
• Free Text
What Selection Select the specific KPA, KPI or Sub-KPI (the
level on which the norm is will be displayed)
from the review to be part of the development
plan. The norm and the Actual Rating received
for the item will be displayed.
How Selection Select the method to be used to address the
specific KPA, KPI or sub-KPI selected:
• Training (Self Service workflow setup
required)
• Qualification (Self Service workflow setup
required)
• Mentoring
• Self Study
• Other
Why Input field Note the reason why this item was selected as
part of the development plan. The current rating
received will be defaulted but this can be
changed.
Desired Outcome Input field Note the desired outcome for this item selected
as part of the development plan.
By When Date Select the date by when the development item
must be completed. The item will not be deleted
or closed if this date arrives, this date will be used
in reminder notifications.
Cost Input field Indicate any cost involved.
Actual Outcome Input field After completing the development item, the
actual outcome or results can be noted.
Completed Date Date Indicate the date the item was completed.
Training & qualifications – This field will default
from the completed date on the Web Self Service
workflow item.
Priority Numeric Indicate the priority of the item in relation to the
other development items.

Status Default Default the current status from the grid view.
1.2.2.2 Competency Area
If the user selects to add a new Competency Area item from his Performance Review the
following fields will become available to complete more detail:

• Performance
• Competency
• Values
• Free Text
What Selection Select the specific Competency Area,
Competency or Sub-Competency (the level on
which the norm is will be displayed) from the
position to be part of the development plan. The
norm and the Actual Rating received for the
item will be displayed.
specific Competency Area, Competency or
Sub-Competency selected:
required)
required)
• Mentoring
• Self Study
• Other

changed.
Training & Qualifications – This field will default
workflow item.
other development items
1.2.2.3 Values Area
If the user selects to add a new Value Area item from his Performance Review the following
fields will become available to complete more detail:

• Performance
• Competency
• Values
• Free Text

What Selection Select the specific value. The norm and the
Actual Rating received for the item will be
displayed.
required)
required)
• Mentoring
• Self Study
• Other
changed.
Training & qualifications – This field will default
workflow item.

1.2.2.4 Free Text Area
Depending on the Review setup, up to four Free Text reviews could be available, each Free
Text review will also be displayed with the specific name selected during the setup. If the
user selects to add a new Free Text Area item from his Performance Review the following
fields will become available to complete more detail:

• Performance
• Competency
• Values
• Free Text
What Selection Select the specific item. The norm and the
Actual Rating received for the item will be
displayed.
required)
required)
• Mentoring
• Self Study
• Other
changed.


Training & Qualifications – This field will default
workflow item.

14.0 Performance Management
14.1 Linked Additional Reviews

Additional functionality has been added to the new Performance Management module
giving managers and HR the ability to link reviews from multiple performance contracts to
each other and spread the weight of each review accordingly.
The review linking functionality can be used where multiple contracts were created for an
employee due to internal movements, change in projects/roles, reviewers etc during the
company Performance Cycle.
On the Web Self Service and People Online:

Expand Performance
Select Contract
Select Review
Select Edit
Select Contract Results
A new button has been added to the screen on the top left corner. Select this button
to view all other performance contracts for this employee and the different reviews
completed on each performance contract. Multiple reviews can be linked to the contract.
Reviews are displayed under each contract they are created on. If a review is linked to the
new contract it will remain on the original contract and is only linked to this contract for
results calculations.
Field Name Description
Contract Cycle Start Indicate the specific Contract Cycle Start date
Contract Cycle End Indicate the specific Contract Cycle End date
Review Name Specific Review Name
Review Cycle Start Indicate the specific Review Cycle Start date
Review Cycle End Indicate the specific Review Cycle End date
Review Status Indicate current status of the review, only the

following reviews will be displayed:
 Captured
 Awaiting Acknowledgement
 Acknowledged
 Disputed

Field Name Description
Actual Rating Actual Final rating received on this Review
Percentage of Total Score Percentage of Total Score on this Review

received
Calculated Rating If the rating scales on the contracts differ the
calculated rating will display the converted rating
to the rating scale of the contract you wish to link
this review to.
This rating will be used on this contract for results
calculations.
Once a review has been linked to the contract it will show under the Linked Reviews section
on the Contract Result tab. Linked reviews can be unlinked at any time and the weight
allocated, distributed to the remaining reviews on the contract.
The weight for all reviews cannot exceed more than 100%. If mandatory reviews were
created from the template and the review setup indicated that the specific reviews weights
cannot be edited, then the manager will not be able to edit that reviews weight on the
Contract Result tab. Should this be required it can still be edited by HR on People Online
on the contract.

14.2 Performance Review Detail Report
A new report has been added to the Performance Management module on Web Self Service
and People Online.
The Review Detail report allows the user to print the review details to excel or PDF in order
to view the Performance Review details outside of the system. This report can also be used
when and employee does not have access to Web Self Service.
The report is available in the following areas of the system:
14.2.1 Web Self Service Inbox

Expand Inbox
Select Reviews
Select Any Review
Select Print icon

14.2.2 Web Self Service Performance Contract
Expand Performance
Select Contract and Edit
Select Reviews Result Tab
Select Print icon
14.2.3 People Online Performance Contract

On People Online:
Expand Performance
Search Relevant Performance Contracts
Select Print icon

14.2.4 People Online Reviews
On People Online:
Expand Performance
Select Reviews
Expand Review
Select Print icon

14.2.5 Report Layout
14.3 Performance Review Result Report

A new report has been added to the Performance Management module on web Self Service
and People Online.
The Review Result report allows the user to print the results to excel or PDF for sign off.
The report contains limited data in order to be able to print on a A4 sized paper. Full review
details can be exported using the review export functionality.
The report is available in the following areas of the system:

14.3.1 Web Self Service Inbox
On Web Self Service:
Expand Inbox
Select Reviews Results
Select Select Review
Select Print icon
14.3.2 Web Self Service Performance Contract

On Web Self Service:
Expand Performance
Select Print icon

14.3.3 People Online Performance Contract
On People Online:
Expand Performance
Select Print icon
14.3.4 People Online Reviews

On People Online:
Expand Performance
Select Reviews
Expand Review
Select Print icon

14.3.5 Example Report Layout

15.0 Equity Management
15.1 Mandatory Equity Linking

Select Company
Select Equity Information
A new column called “Linking mandatory” has been added to the Equity Analysis Code Link
tab. The mandatory selection will make the linking of the Equity Reporting Codes mandatory
on the specified Hierarchy or Parameter Code.
Example: If the mandatory selection is on for Occupational Level which is linked to Job
Grade and a new Job Grade code is loaded on the system. The Occupational Level field
will be a mandatory field to link before the new code can be saved.

15.1.1 Existing Setups
The mandatory selection can be activated if all codes for the specific equity code has been
linked, if there are fields without a linked code an error message will be displayed. A list of
all codes not linked will be displayed if “Yes” is selected on the error message.
Note:
Ensure all codes has been linked before activating the mandatory selection for future
new codes.

15.1.2 Hierarchy and Parameter Code Imports
It is advisable to remove the mandatory selection when you need to import hierarchy or
parameter codes in bulk, as the additional linked field is not available on the import sheet.
Therefor you will not be able to save unless all mandatory fields have been linked manually.
15.2 Mandatory Skills Linking

Select Company
Select Skills Information
Select Skills Analysis Code Link Tab
A new column called “Linking mandatory” has been added to the Skills Analysis Code Link
tab. The mandatory selection will make the linking of the Skills Reporting Codes mandatory
on the specified Hierarchy or Parameter Code.
Example: If the mandatory selection is on for Occupational Level which is linked to Job
Grade and a new Job Grade code is loaded on the system. The Occupational Level field
will be a mandatory field to link before the new code can be saved.
For OFO Codes, the mandatory selection will only apply to the Version 2 OFO Codes, this
is due to Version 1 not being used and majority of customers do not have the version 1
OFO Codes to link as it is not needed any longer.

Note:
On the OFO Codes, the mandatory selection will only apply to the V2 OFO Codes, this
is due to V1 not being used and majority of customers do not have the version 1 OFO
Codes to link as it is not needed any longer.
15.2.1 Existing Setups

The mandatory selection can be activated if all codes for the specific Skills code has been
linked, if there are fields without a linked code an error message will be displayed. A list of
all codes not linked will be displayed if “Yes” is selected on the error message.

Ensure all codes has been linked before activating the mandatory selection for future new
codes.
15.2.2 Hierarchy and Parameter Code imports

It is advised to remove the mandatory selection when you need to import hierarchy or
parameter codes in bulk as the additional linked field is not available on the import sheet
and thus you will not be able to save unless all mandatory fields have been linked manually.

16.0 Reports
ETI Dynamic Report Enhancements

The following fields are added to the ETI Dynamic Report:
Current Fields Comments

Company Code
SIC Type As on the Employee Payslip Detail, for the period that is printed.
SEZ Type As on the Employee Payslip Detail, for the period that is printed.
Employee Display Name
Job Title As on the Employee Detail, for the period that is printed.
Age for the Period This is a calculated field.
ID Number
ETI Min Wage Applied
Min Monthly Wage
ETI Wage Hours Calculated
ETI Wage Hours Adjustment
ETI Wage Hours Total

Stats SA Report
The Stats SA report has been reworked. Employees will now be included or excluded from
the headcount, by comparing the employee’s date engaged and date terminated to the
company rule’s calendar month start and end date.
Example:
Company 3/01/2018 - 28/01/2018 - 29/02/2018 –

Rule Dates 27/01/2018 28/02/2018 31/03/2018
Employee Employment
January February March Comment
Codes Dates
02/01/2018 - New
W001 not TRUE TRUE TRUE Appointment
Determined December
Note:
As January’s start of month date on the company rule is 03/01/2018 (for this example)
an employee appointed on the 02/01/2018, will be counted as a new appointment in
December.
New
Appointment
31/12/2017 - December
W002 TRUE TRUE FALSE
31/01/2018
Termination
February
New
02/01/2018 – Appointment
15/01/2018 Jan
Reinstate Termination
W003 TRUE FALSE TRUE
03/03/2018 Jan
not keeping
original Date New
Engaged. Appointment
March
02/01/2018 –
15/01/2018
New
W004 Reinstate TRUE TRUE TRUE Appointment
03/03/2018 Jan
keeping
original Date
Engaged.

Future New
W005 Reinstatement FALSE FALSE TRUE Appointment
01/03/2018 March
17/11/2017 –
18/01/2018
Termination
_W006 TRUE FALSE FALSE
Transferred in January
without YTD
values
All financials will display in the Stats SA Report in the period which it is counted, whether
the employee is terminated in a previous period or not. If the income should be reflected for
a history period, a backdated adjustment must be made.

17.0 System Changes
Cache Last Used Active Directory Domain

The last used domain during login is now cached in the browser when using Web Self
Service. Therefor it will only be required to reselected if the history has been cleared.
Job and Staff Requisitions to Skills Map

Job Requisition request no longer require the company rules’ status to be open. Workflow
becomes processed as required.

18.0 Kenya
HELB Electronic CSV File
Employers in Kenya must deduct a certain amount from employees who took loans from
the government to pay for university education. This amount is recovered by a public
institution known as Higher Education Loans Board (HELB). The institution now provides
the option to employers to do an electronic submission for HELB payments.
We currently have the manual submission HELB Form on the system but added an option
to the existing report to also generate the CSV file.
When running the HELB report you have the option to select if you want to create the
manual report, electronic file or both.

19.0 Bug Fixes
Nigeria: Pension Calculation

Resolved an issue that was calculating pension fund contributions for terminated employees
with no pensionable income.
Nigeria Consolidated Relief

Resolved an issue that caused the incorrect tax factor to be applied when annualising the
Gross Income value used in the Consolidated Relief calculation.
Leave Accrual
Resolved an issue that caused leave accrual not to take place when an employee was
terminated on the first day of a period.
Error Creating UAE Company

When creating a UAE company rule you are unable to save due to the following error: "UIF
Registration required". This only happened when your RSA or Namibia company was set
as the default company. This issue was resolved.
Audit Train on Password Reset

The Audit Trail was updated to save the details on the User Account when the password is
reset.
Add New Employee

Previously users where unable to load new employees if Stop Claims where activated on
the company rule. This has been corrected.
Variance Report Not Printing

The variance report would not print correctly for an employee if a new payroll definition was
added during the month. The report is now changed therefor new payroll definitions are now
included in the report as well as consolidation of all pay runs unless specified in the filter of
the report.
Inactive Bank and Bank Branch details on Web Self Service

When loading new bank details on Web Self Service, the inactive Bank and Bank Branch
codes in the Sage 300 People application will not be available to be selected.
Security: Object and Field Security on User Object

Changes to the sequence on how security is loaded was made to enable this field to have
the correct security roles applied.

Office 365 Mail Add In error when trying to approve annual leave
In certain instances, the approval of workflow items through Office 365 failed. This was due
to a StepApproverID mismatch in the Approver email notification.
Users From Multiple Domains With Trust Unable to Authenticate on Web Self
Service
Users from incoming domains where bi-directional trust is not allowed to the parent domain
hosting Web Self Service were unable to sign-in. This has been corrected and tested on
One-way trust and Two-way trust.
19.12 Training Dictionary Edit

Some customers experienced an error when trying to access the training dictionary through
the edit function on the training transaction on Personnel Management.
This was due to dictionary items being made inactive and the list on the edit function which
did not refresh. This has been corrected in the release.
ESS Report Flag

Previously if a report was designed to be available for ESS and the user removed that flag,
then after an update, the flag will be on again. The opposite was also true, if a report was
originally created not to be available for ESS, and the user flagged the report to be available
for ESS, then after the update the reports flag will be removed.
The Reviewer Detail report’s ESS Report Type is the only report that will default to 1 –
Manager.
The following Report will always be flagged for ESS after an update:
Leave History Per Period

Performance Template Report
Web Self Service Reports Menu

The following report will no longer be available on the Web Self Service report menu but will
be available in Web Self Service\People Online on the relevant screens.
Performance Template report

Performance Contract report
Performance Review Details report – (New Performance Module)
Performance Review Results report – (New Performance Module)
Payslip Detail Summary Description

Previously the description on the Payslip Detail Summary screen changed to 0.00 when
you clicked in it. This has now been corrected.

User Impersonation – Copy Current
The functionality to create a new user impersonation by copying an existing user
impersonator was incorrectly removed in a previous release. This has now been corrected.
Payslip Alert: Fringe Benefit is Zero

An error was corrected where employees incorrectly received a Zero Fringe Benefit alert if
the employee had a R0.00 value for a retirement fund fringe benefit. This occurred when
the employee had a company contribution retirement fund with no values. The alert will now
only display if the employee has a retirement fund company contribution with a value greater
than R0.00, and a retirement fund fringe benefit = R0.00.
Payroll Definition Copy Current

Previously when you copied an existing payroll definition with a linked transaction code, the
original definition’s transaction code link would have been removed. This has now been
corrected, therefor the transaction code will still be on the original payroll definition and not
on copied definition
Bank Detail Report Changes

From this release onwards if any employees’ Remuneration Amount on the pay run is
changed on the Payroll Definition screen the Bank Detail report will not indicate that the
banking detail was changed.
Rounding in a New Tax Year

From this release onwards rounding will no longer stop at the end of a tax year. See below
how Rounding will be applied on the Sage 300 People application.

Sage 300 People Release Notes 19.1.1.0

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Sage 300 People

1.0 New Bank Files 5

Sage 300 People Page 2 of 80

12.0 Beneficiary Changes 48

13.0 Development Plan 50

14.0 Performance Management 59

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15.0 Equity Management 68

17.0 System Changes 76

19.0 Bug Fixes 78

Sage 300 People Page 4 of 80

FNB eWallet Online Enterprise Bank File

There are two types of accounts for FNB eWallet payments:

1.1.2 Additional Specifications

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1.1.3 How to Import the Bank File Layout

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On the Navigation pane:

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 S – eWallet Send Money

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On the Navigation pane:

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Field Value Required

 For employees paid with eWallet Send

 For employees paid with eWallet Pro,

Bank Only use FNB – First National Bank

Bank Branch Only use 250655 - UNIVERSAL

Currency Only ZAR – South African Rands

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On the Navigation pane:

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On the Navigation pane:

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IRAS AIS Submission Changes 2019

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 The employee is a domestic worker, or

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On the Navigation pane:

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 Maximum tax deduction for EPF is limited to RM4,000 per annum.

 EPF Employer contribution from 6% to 4% for employees older than 60.

 EPF Employee contribution from 5.5% to 0% for employees than 60.

On the Navigation pane:

3.3 Rebate Claims

 Income Tax Relief on Contributions to an Approved Provident Fund or Takaful Or

o Income tax relief on contributions to approved provident funds up to

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 A new LIFEINS_PUB - “Life Insurance - Public Servants” Rebate Claim Type is

On the Navigation pane:

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 BPJS Pensiun (including Old Age Contributions) - no annual limits applied.

 Pension Relief (Private) - limited to Rp2 400 000 per annum.

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Ghana Statutory Changes Effective January 2019

Annual tax table effective 1 January 2019.

From To Chargeable Income Rate

3 456.01 4 656.00 1 200.00 5%

4 656.01 6 336.00 1 680.00 10%

6 336.01 42 336.00 36 000.00 17.5%