Use the Current Singapore Employee Tax Definitions wizard to use Activate to import employee tax information for Singapore so you can use a simpler template than the standard HR Import template.
Note: This wizard shows in the Load Your Data section only if there’s at least one Singapore pay group.
Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration. To streamline the import, First Name and Last Name are excluded when not required.
Important: Before you install the tax definitions, make sure that all confidential information required for Singapore is present in Dayforce. If confidential information is missing, the employee tax data doesn’t load.
Messages: Error, Warning, and Information
Activate sorts each generated message by severity:
Error codes
Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.
Warning codes
Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if an earning code is defined as Hours x Rate and the data is amount only, the system creates a warning. However, you can still import the data into the system.
Informational codes
A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.
Tasks
To complete and upload the SGP Employee Tax Definition template:
- In Activate Central, click Load Your Data. The Load Your Data wizards are shown.
- Click Current Singapore Employee Tax Definitions.
-
On the SGP Employee Tax Definition Data page, click Download.
Note: You can also download an empty SGP Employee Tax Definition Data template from the Download Template Files page.
- Select the location where you want to save the template document.
-
Open the
TaxInfoDataTemplateSGP.xlsxtemplate on your computer.Note: The Activate release version shows in cell B3 on the Instructions tab of the template. With this information, you can determine the version of Activate that you were using when you downloaded the template.
- On the TaxInfoDataSGP tab, complete all columns with the data for all employees in the organization.
Note: Instructions for populating the fields are in the Tax Info Data Template SGP Fields section (below) and on the Instructions tab of the template.
-
Click Save and close the template.
You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.
Important: The uploaded template must be the current Excel template file that was downloaded from Activate. Old templates aren’t accepted.
Important: Don’t change the name of the tab in the template. Activate uses the tab name to validate that the correct template is being uploaded. Also, don’t change the column headings either.
-
On the SGP Employee Tax Definition Data page, click Upload.
Activate validates that the data is in the list of accepted values for Singapore.
- Go to the completed template in the location where you saved it.
-
Click Open.
The Current Singapore Employee Tax Definitions wizard validates the uploaded file.
Note: When you upload an Excel file, Activate includes the name of the uploaded file into the name of the XML file it generates and loads to the Dayforce File Server. The format of the generated XML file name is <NamespaceName>_<Import Type>_<file name provided>_YYY-MM-DD_HHMM. This information makes it easier to audit files later.
Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.
- Click Next.
To review and confirm the data:
- Review the information shown in the grid.
Important: If the Error/Warning/Message panel shows any errors, you must resolve them to continue.
Activate validates that the data provided in the optional fields aligns with what Dayforce accepts based on the Tax Code value.
- To make updates to data on the page:
To insert a new row in the grid, click the row where you want to insert it and click New.
To delete a row, click the row and click Delete.
- To download the error message list and save it to your computer, click Download Errors File.
- To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.
To save information in the grid to your computer, click Download File and save it to the location you want.
To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.
To remove changes that you don’t want to save, click Refresh.
- When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
To install information in Dayforce:
When the data is correct in Activate, you must install it in Dayforce.
-
Click Done & Install.
A message shows that states that you’re going to install the new data.
-
Click one of the following:
- Cancel to return to the previous page.
- OK to continue.
Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.
The Load page opens with a summarized list of tasks to be completed and an estimate of how long the installation usually takes to complete. The list indicates that the scenario being executed (whether Activate is a reconfigure only. It’s a reconfigure that includes new levels, or it’s adding new groups.) The estimated installation time indicates how long it will take until the respective scenario is installed.
-
Click one of the following:
- Add Email and enter your email address to be notified when the installation process ends instead of waiting for it to finish.
- Next when the installation is complete.
Activate Central opens with the wizard name now in green text and a green checkmark next to it. The day, date, and time of completion show, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.
Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.
Results
Fields populated in Dayforce
The data uploaded from the Tax Info Data SGP template populates the fields on the Tax Definitions page (People icon > Payroll > Tax Definitions) in Dayforce.
Note: You must select an employee if you haven’t already done so.
| Field in Template | Field in Dayforce | Page in Dayforce |
|---|---|---|
| Employee Identifier | Employee Reference / Number |
Employee (People icon)
|
| First Name | First Name | |
| Last Name | Last Name | |
| Effective Start | Start Date | Tax Definitions Employee (People icon) > Payroll > Tax Definitions |
| CPF Rate | CPF Rate | |
| Permanent Resident Start Date | SPR Start | |
| Permanent Resident End Date | Cancellation Date | |
| Voluntary CPF Type | VCPF Type | |
| Foreign Worker Type | FWL Type | |
| Foreign Worker Category | Worker Category | |
| Foreign Worker Issue Date | Issue Date | |
| Foreign Worker Expiry Date | Expiry Date | |
|
Deduct SINDA |
Opted for SINDA |
|
|
Deduct CDAC |
Opted for CDAC |
|
|
Deduct ECF |
Opted for ECF |
|
|
Deduct Mosque Building |
Opted for MBMF |
|
|
Mosque Building Pause Start |
MB Stop From Date |
|
|
Mosque Building Pause Stop |
MB Stop From Date |
|
|
Deduction Mendaki Fund |
Opted for MBMF |
|
|
Mendaki Fund Pause Start |
MF Stop From Date |
|
| Mendaki Fund Pause Stop | MF Stop To Date |
File generated by the current Singapore Employee Tax Definitions wizard
After completing the Current Singapore Employee Tax Definitions wizard, a single import file is automatically generated and placed on the customer's FTP site.
Singapore Tax Definition Importt
- FTP Subdirectory: EmployeeImport
- Filename: <Namespace> -HRImport-SGP Tax Load-<DateTime>.xml
For an example illustrating how translates the template data to XML:
<?xml version="1.0" encoding="UTF-8" standalone="true"?>
-<EmployeeImport xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
-<Employee>
<XRefCode>55555</XRefCode>
<EmployeeNumber>55555</EmployeeNumber>
<FirstName>Hilary</FirstName>
<LastName>Floodeloopatoodle</LastName>
-<Tax>
<Country>SGP</Country>
<EffectiveStart>2022-01-01</EffectiveStart>
-<Properties>
-<Property>
<Name>OPTED_FOR_CDAC</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>OPTED_FOR_ECF</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>OVERSEAS_POSTING</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>CPR_RATE</Name>
<Value>Permanent Resident Graduated Rate - GG</Value>
</Property>
-<Property>
<Name>WORKER_CATEGORY</Name>
<Value>01 - Const Higher skilled (MYE)</Value>
</Property>
-<Property>
<Name>FWL_TYPE</Name>
<Value>WPH - Work Permit Holder</Value>
</Property>
-<Property>
<Name>MB_STOP_FROM_DATE</Name>
<Value>2022-01-01</Value>
</Property>
-<Property>
<Name>MB_STOP_TO_DATE</Name>
<Value>2022-01-31</Value>
</Property>
-<Property>
<Name>MF_STOP_FROM_DATE</Name>
<Value>2022-01-01</Value>
</Property>
-<Property>
<Name>MF_STOP_TO_DATE</Name>
<Value>2022-01-31</Value>
</Property>
-<Property>
<Name>OPTED_FOR_FWL</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>SPR_START_DATE</Name>
<Value>2022-01-01</Value>
</Property>
-<Property>
<Name>ISSUE_DATE</Name>
<Value>2022-01-01</Value>
</Property>
-<Property>
<Name>EXPIRY_DATE</Name>
<Value>2022-12-31</Value>
</Property>
-<Property>
<Name>CANCELLATION_DATE</Name>
<Value>2022-12-31</Value>
</Property>
-<Property>
<Name>OPTED_FOR_SINDA</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>CONTRIBUTE_TO_CPF</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>OPTED_FOR_MENDAKI</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>OPT_OUT_MB</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>OPT_OUT_MF</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>CONTRIBUTE_TO_SDL</Name>
<Value>True</Value>
</Property>
-<Property>
<Name>VCPF_TYPE</Name>
<Value>EE - EE VCPF</Value>
</Property>
-<Property>
<Name>VCPF_START_DATE</Name>
<Value>2022-01-01</Value>
</Property>
-<Property>
<Name>PENSION_CODE</Name>
<Value>Pensionable</Value>
</Property>
</Properties>
</Tax>
</Employee>
</EmployeeImport>
Tax Info Data template SGP fields
All templates have the same basic structure:
- Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
- Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.
All number ranges in the templates include the numbers at both ends of the range.
Employee Identifier (Required)
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 1 | Alphanumeric Unique value between 1-9 characters | It allows our system to identify employees uniquely. Use the same number assigned to the employee in the Getting Started HR data loads. | 3241245
000000006 abc123499 |
The Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce. |
First Name (Required)
| Data Type | Description | Examples | Why This Is Needed | |
|---|---|---|---|---|
| 2 | String1 between 1-64 characters |
Legal first name of the employee. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data. |
Joe |
The Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce. |
1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &
Last Name (Required)
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 3 | String1 between 1-64 characters |
Legal last name of the employee. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data. |
Smith |
The Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce. |
1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &
Effective Start (Required)
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 4 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Start date for the full tax record. | Date formatted cells: 09/24/2015
24/09/2015 Text formatted cells: |
Distinguishes between tax records. If multiple records are supplied for a single employee, the record with the latest date is considered active. |
CPF Rate (Required)
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 5 | Accepted Values:
Permanent Resident Graduated Rate - GG Permanent Resident ER Full/EE Graduated Rate - FG Permanent Resident Full Rate - FF |
The rate at which CPF is calculated. | Permanent Resident Full Rate - FF | This information is used to set the tax rate for calculations in Payroll, with Permanent Resident Start/End Dates for Permanent Residents. |
Permanent Resident Start Date
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 6 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | First date the employee is a Singapore Permanent Resident. | Date formatted cells:
09/24/2015 24/09/2015 Text formatted cells: |
Used to determine the appropriate CPF rate for Singapore Permanent Resident employees. |
Permanent Resident End Date
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 7 | Used to determine the appropriate CPF rate for Singapore Permanent Resident employees. | Last date the employee is a Singapore Permanent Resident. |
Date formatted cells:
Text formatted cells:
|
Used to determine the appropriate CPF rate for Singapore Permanent Resident employees. |
Voluntary CPF Type
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 8 |
Accepted Values:
|
Determines who is responsible for voluntary contributions: Employee, Employer, or both. If no voluntary contributions are required, leave this field blank. | EE - EE VCPF
ER - ER VCPF EER - EERVCPF NA - NOT AVAILABLE |
Required for correct voluntary CPF contributions. |
Foreign Worker Type
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 9 |
Accepted Values:
|
In conjunction with Worker Category, FWL Type determines how the FWL is calculated. | WPH - Work Permit Holder
LOC - Letter Of Consent TEP - Training Employment Pass DP - Dependent Pass OTH - Others |
Used to determine the appropriate FWL rate. |
Foreign Worker Category
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 10 |
Accepted Values:
Ask your implementation consultant for a complete list of accepted values. |
With the FWL Type, the Worker Category determines how the FWL is calculated. | 01 - Const Higher skilled (MYE)
07 - Man 25% - 50% Unskilled (Tier 2) 09 - Man 50% - 60% Unskilled (Tier 3) |
Used to determine the appropriate FWL rate. |
Foreign Worker Issue Date
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 11 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | The first date that the employee is registered as a Foreign Worker. |
Date formatted cells:
Text formatted cells:
|
Used to determine the appropriate FWL rate. |
Foreign Worker Expiry Date
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 12 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Last date the employee is registered as a Foreign Worker. | Date formatted cells”
09/24/2015 24/09/2015 Text formatted cells: |
Used to determine the appropriate FWL rate. |
Deduct SINDA
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 13 | Accepted Values:
YES NO |
Identify if the employee is subject to SINDA. | YES
NO |
Used to determine whether the specified Self Help Group should be deducted. |
Deduct CDAC
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 14 | Accepted Values:
YES NO |
Indicate if the employee is subject to CDAC. | YES
NO |
Used to determine whether the specified Self Help Group should be deducted. |
Deduct ECF
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 15 | Accepted Values:
YES NO |
Identify if the employee is subject to ECF. | YES
NO |
Used to determine whether the specified Self Help Group should be deducted. |
Deduct Mosque Building
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 16 | Accepted Values:
YES NO |
Identify if the employee is subject to Mosque Building. | YES
NO |
Used to determine whether the specified Self Help Group should be deducted. |
Mosque Building Pause Start
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 17 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Required for employees who have opted against contributing to the Mosque Building Fund but are contributing to the Mendaki Fund. | Date formatted cells:
09/24/2015 24/09/2015 Text formatted cells: |
For employees who are eligible for both MB and MF, but are only opting to contribute to one of the two (Mosque Building OR Mendaki Fund). |
Mosque Building Pause Stop
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 18 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Required for employees who have opted against contributing to the Mosque Building Fund but are contributing to the Mendaki Fund. | Date formatted cells:
09/24/2015 24/09/2015 Text formatted cells: |
For employees who are eligible for both MB and MF, but are only opting to contribute to one of the two (Mosque Building OR Mendaki Fund). |
Deduct Mendaki Fund
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 19 | Accepted Values:
YES NO |
Identify if the employee is subject to the Mendaki Fund. | YES
NO |
Used to determine whether the specified Self Help Group should be deducted. |
Mendaki Fund Pause Start
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 20 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Required for employees who have opted against contributing to the Mendaki Fund but are contributing to the Mosque Building Fund. | Date formatted cells:
09/24/2015 24/09/2015 Text formatted cells: |
For employees who are eligible for both MB and MF, but are only opting to contribute to one of the two (Mosque Building OR Mendaki Fund). |
Mendaki Fund Pause Stop
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 21 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Required for employees who have opted against contributing to the Mendaki Fund but are contributing to the Mosque Building Fund. | Date formatted cells:
09/24/2015 24/09/2015 Text formatted cells: |
For employees who are eligible for both MB and MF, but are only opting to contribute to one of the two (Mosque Building OR Mendaki Fund). |