OfficeCentral Training-Global Configurations, HRMS, Payroll & Finance

APPO 3.0 Powerpoint Template. © Authentic Venture Sdn Bhd. All Rights Reserved.
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Global Configurations,
HRMS, Payroll, Finance

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© Vizualus. All Rights Reserved.
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Training Agenda for today
Let us get to know each other and
also introduction to OfficeCentral
Introduction
Global Configurations
HRMS & Payroll
Finance
Let’s start to setup OfficeCentral
for your company.
Learn about HRMS and Payroll,
and how to implement them in
your organization.
Let’s start to create payment
through Finance.

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We help you to grow
About Us
Authentic Venture Sdn Bhd is one of the leading software development
company focusing on cloud-based solutions. Our mission is to provide
cloud-based solutions to your business to help you grow your business and
organization effectively and efficiently.

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Manage your Payroll and produce
reports and payslips automatically.
Payroll
Manage your procurement process
efficiently with OfficeCentral
procurement.
Procurement
Easily manage your Accounting
using OfficeCentral and
automatically generate all the
accounting reports that you need.
Accounting
Manage your customers data and
customer relationship data with
centralized information for easy
access and retrieval.
CRM
Human Resources Management
System to help you manage your
human resources more effectively.
HRMS
Manage your claims, advances,
Payment Requisitions, Payment
Voucher, Petty Cash Vouchers and
more using Finance Module.
Finance
The following are the core modules that are available in OfficeCentral system.
Are you a retailer? Use our POS for
your daily sales transactions.
POS

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Support Channels
Need help? Don’t worry, we are always here to help you whenever you need.
support@ventures.com.my
Online Chat within system
03-2724 3826
Except Malaysia Public Holidays.
http://help.OfficeCentralCloud.com

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SPECIAL OFFER
We also provide a 1.5-hour free Live Support session slots every Tuesday (Except Malaysia public
holidays and Selangor state holidays). This session will be held via online and also face to face.
If you need specific help in implementing OfficeCentral at your organization, you can book your
session slot today (Limited slots available). Limit to 2 pax/company only.

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Session Time
1 9.30 A.M – 11.00 A.M
2 11.30 A.M – 1.00 P.M
3 2.00 P.M – 3.30 P.M
4 4.00 P.M – 5.30 P.M
SLOT LIVE SUPPORT SESSION

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Open Web Browser
(Any Web Browser,
Recommended: Google
Chrome)
Go to:
http://v2.OfficeCentral.asia
Login using your
OfficeCentral account OR
create a new account (all
new accounts get 30-day
free trial)

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Login here
Or click here to register for a new free
trial account for training purposes

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Your email address

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Global Configurations
Global Configurations allow you to setup your OfficeCentral account to suit
your organization.

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Create New
Users
Configure
User
Account
Setup
Company
Profile
License and OC
Credits
Select Report
Template
Settings and
Configurations
CREATE NEW USERS
Learn to create new users in your organization and
setup the user profiles.
VIEWLICENSE CREDITS &OC CREDITS
Learn more about OfficeCentral License Credits and
OC Credits.
SETTINGS AND CONFIGURATIONS
Here you can configure your organization settings
such as locations, banks, taxes and more. .
CONFIGURE USER ACCOUNT
Learn how to change your password and also learn
more about login profile.
SETUP COMPANY PROFILE
Setup your company profile.
SELECT REPORT TEMPLATE
Select the templates that you would like to use in
your organization.
By the end of the training session for Global Configurations, you should be able to
achieve the following:

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Account
Change
username
Change Email
Change
Password
Login Profile

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Company
Profile
Company
Information
Logo
GST / SST
Information
Financial
Information
Language &
Culture
Settings

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Company’s
Locations
Set location’s
information,
including Country
and State.
Set locations’
level
Set locations’
coordinates
Set location’s
Chart of Accounts
availability

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Company’s
Taxes
Setup the taxes
used in the
company
Auto-setup GST /
SST Taxes
Add any other
taxes followed by
the company

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HS Codes
Setup the HS
Codes used in
the company
Harmonized Commodity Description & Coding
System, commonly known as HS Codes and
ASEAN Harmonized Tariff Nomenclature (AHTN)
were created for international use by the Custom
Department to classify commodities when they
are being declared at the custom frontiers by
exporters and importers.
AHTN is used for trade transaction between
Malaysia and the other ASEAN countries, while
the HS Code applies for trade with non-ASEAN
countries. For reference of HS and AHTN Codes,
you may search from Search Tariff function at
JKDM HS - Explorer Website
i.e. http://tariff.customs.gov.my

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Banks
Setup the banks
used in the
company
Can setup
company’s own
bank account or for
payroll purposes
(Staffs’ banks)
Set default bank
account used by
company

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Currencies
Setup the
currencies used in
the company
Can setup the
current exchange
rate with the default
currency
To be used in
quotations /
invoicing

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Public Holidays
Can setup the Public
Holidays followed by
the company
When staff applies
leave, the system
will automatically
exclude any days
that fall on Public
Holidays (based on
staff’s location)
Can setup for
multiple countries
based on company’s
usage.

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State Holidays
Can setup the State
Holidays followed by
the company
When staff applies
leave, the system
will automatically
exclude any days
that fall on State
Holidays (based on
staff’s location)
Can setup for
multiple states
based on company’s
usage.

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Documents
Can upload
company’s
documents into the
system for storage
purpose.
Can set the
document as
attachment to be
sent in quotation’s
email.

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Report
Settings
HRMS
Payroll
Accounting Finance
CRM
Procurement
Can set the report to be used in
the modules available in
OfficeCentral.
Just select the report that the
company would like to use, and
it will be the default report
system-wide for the company.

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Users
Management
Create User
Assign User
Unlock
User
Unassign
User
Role
Groups
Locations
License
Allocation

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License
Credits
Expiry Date
& Start of
Cycle
Storage
Available
Available
Licenses
Payments
Extend
Subscription
1 License Credit: 1 User for 1 Month Access
The system will automatically deduct credit on
monthly basis based on the number of users
Used for that month.
Please unassign users that you don’t want to
allow the users to access anymore so that
credits will no longer be deducted for that
particular user.
Expiry Date: After this date, if you do not renew,
you will no longer be able to access OfficeCentral
even if you still have license credits.
Rollover: Any license credits balance is available
for rollover if renewd within 30 days of license expiry.

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OC Credits
Credit Balance
Credit Transaction
Credit Topup
OC Credits are the credits used in the
system for emails and SMS and any other
credit-related transaction inside the
system besides license credit.
You can purchase more OC credits here
and also view any OC credits balances.

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HRMS
Human Resources Management System

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STAFF
PROFILES
CONFIGURE
HRMS
MOVEMENTS
& TRAVELLING
ATTENDANCE ORGANIZATION
CHART
CAREER
PROGRESSION
CONFIGURE HRMS MODULE
Configure HRMS Module
MANAGE STAFF PROFILE
Learn how to add new staff into the system and
manage staff profiles.
MANAGE LEAVEENTITLEMENTS,APPLICATIONS AND
BALANCES
Leave Management at your fingertips.
MANAGE ATTENDANCE
Manage attendance and tardiness at your
organization.
MANAGE MOVEMENTS AND TRAVELLING
Easily manage your staffs’ movements and travelling
in the system.
MANAGE COURSES
Manage the training courses offered inside your
company.
By the end of the training session for HRMS, you should be able to achieve the following:

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HRMS Settings
Set Company’s
Default Time In/Out
Set Movements and
Attendance
Relationship

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Departments
Configure the
departments
available in your
organization
Can have multiple
layers of
departments.
Suitable if
company has
division/units/etc.

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Designations
Configure the
designations
available in your
company
Create bulk

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Job
Classifications
Configure the job
classifications
available in your
company
Can be used to have
different leave
entitlements in Leave
Management Module

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Staff
Management
Add New
Staff to your
company
Import Staffs
(Bulk Add)
Manage
existing
staffs
Add more
information
in Staff
Profile
Auto-
generated
Organization
Chart
Expiration
Monitoring
Turnover
Chart
Staff
Summary

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Leave
Management
Configure
Leave
Types
Configure
Leave
Entitlements
Process
Leave
Entitlements
to Staffs
Leave
Applications
Leave
Approval
Leave
Calendar
Leave
Reports
Dashboards

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Courses
Management
Add New Courses
Courses
Applications
Courses Approval

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Attendance
Management
Check in/out
Reports
Dashboard
Attendance
Logs
Attendance
Summary
Attendance
based on
Shifts

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Movements
Management
Movements
submission
Movements
approval
Connection to
Claims (Finance
Module)

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Payroll
Payroll Management System

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PAYROLL
PROFILES
CONFIGURE
PAYROLL
PAYROLL
REPORTS
MANAGE
ADJUSTMENTS
GENERATE
STATUTORY
FORMS
GENERATE
SALARY SLIPS
CONFIGURE PAYROLL MODULE
Configure Payroll Module
MANAGE PAYROLL PROFILE
Setup and manage Payroll Profile.
MANAGE ADJUSTMENTS
Manage allowances and deductions in your payroll
processing.
GENERATE PAYROLL REPORTS
Generate Payroll Reports for your organization.
GENERATE STATUTORY FORMS
Automatically generate statutory forms as required by
the statutory bodies including the txt files.
GENERATE SALARY SLIPS
Automatically generate the salary slips for your staffs.
By the end of the training session for Payroll, you should be able to achieve the following:

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Banks
Management
Setup banks to be
used for Payroll
payments
Can be used to
store Company’s
banks
Can be used to
store staff’s banks

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Payroll
Groups
Can have multiple
Payroll Groups for
different payroll
calculation style
Setup Calculation
Type
Setup Overtime
Calculation Rate
Setup Overtime
Contributions
settings

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Payroll
Profiles
Management
Generate Payroll
Profile
Basic Salary
Salary Payment
Frequency
Payroll Groups
Statutory
Contributions
Status

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Adjustments
Management
Adjustment
Purposes
Create Adjustments
Import from Claims

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Payroll
Processing
Process Payroll
Automatically
generate Salary Slips

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Payroll
Processing
Monthly
Reports
Annual
Reports
Statutory
Forms
EA Form
Ebanking txt
file
Dashboards

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Finance
Finance module allow you to managing claims, advances, payment
requisitions, payment voucher and petty cash in organizations

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Submit
Claims
Submit
Payment
Vouchers
Submit
Advances
Petty Cash
Vouchers
Submit
Payment
Requisitions
Settings and
Configurations
SUBMITTING PAYMENT VOUCHERS
Submitting and Managing Payment Vouchers.
MANAGE PETTY CASH VOUCHERS
Submit and manage petty cash vouchers.
SETTINGS AND CONFIGURATIONS
Here you can configure your advances and claims
details such as expenses.
SUBMITTING CLAIMS
Learn how to submit claims on behalf of staffs or
personal
SUBMITTING ADVANCES
Learn how to submit advances and staff repayment
on behalf of staffs or personal
SUBMITTING PAYMENT REQUISITIONS
Submitting payment requisitions
By the end of the training session for Finance, you should be able to achieve the
following:

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Add Expenses
Add expenses detail Expenses category

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Setup Approver
Approver based on
staff
Level of Approvers

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Submit claims
Submit Claims
View Claims
Submitted
Approve Any
Claims Submitted

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Submit
advances
Submit Advances
View Advances
Submitted
Submit Staff
Repayment
Approve Any
Advances and
Staff Repayment
Submitted

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Submit
Payment
Requisitions
Submit Payment
Requisitions
View Payment
Requisitions
Submitted
Approve Any
Payment
Requisitions
Submitted

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Submit
Payment
Vouchers
Submit Payment
Vouchers
View Payment
Vouchers
Submitted
Approve Any
Payment Vouchers
Submitted

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Submit Petty
Cash Vouchers
Submit Petty Cash
Vouchers
View Petty Cash
Vouchers
Submitted
Approve Any Petty
Cash Vouchers
Submitted

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Pre Training Survey :
https://docs.google.com/forms/d/e/1FAIpQLScI3icicR9bArGw18iZnL-
MdKLzu6399awj1rQrgEFtjZFIQg/viewform?usp=pp_url
Training Evaluation Survey :
https://docs.google.com/forms/d/e/1FAIpQLSey3QJMhqSa9iSRCUSXjq5PEr77M
G_7mazOT2-e-dpmlrvuSA/viewform?usp=pp_url

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Support Channels
Need help? Don’t worry, we are always here to help you whenever you need.
support@ventures.com.my
Online Chat within system
03-2724 3826
Except Malaysia Public Holidays.
http://help.OfficeCentralCloud.com

OfficeCentral Training-Global Configurations, HRMS, Payroll & Finance

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