Employee Payslips and Year-End Forms in Dayforce Unified for Malaysia

Payslips and year-end tax forms or statements, such as CP8A, are generated in Dayforce PeoplePay and exported to Dayforce. Information about payslips and year-end forms are found in the following areas in Dayforce:

• Employees can access these documents in the employee self-service (ESS) feature in Dayforce. They can click Earnings in the navigation panel to view these documents online and print them for their own records.
• To give your employees access to Earnings, see Configure Role Access to Payroll Statements and Forms in ESS in the Payroll Administrator Guide.
• Payroll and HR administrators can view these documents in People in the Statements > Earning Statements and Statements > Year End Statements screens.

The document management feature that integrates Dayforce and PeoplePay is based on the POST Import Documents API. To configure Dayforce to import documents using this API, do the following steps:

1. Configure the appropriate user role access. See Configure Admin User Roles for Dayforce Unified.
2. Configure the document access. See Configure Document Access to Import Documents from PeoplePay.
3. Configure the pay group access. See Assign Pay Group Admin Access in the Dayforce Implementation Guide.

Configure Document Access to Import Documents from PeoplePay

In the Documents feature, add the appropriate document types you want to import into Dayforce. For Dayforce Unified for Malaysia, you can import payslips and year-end tax forms or statements.

To add a document type:

1. Go to Documents > Admin > Document Types and click Add.
2. In the bottom left section of the screen, enter the document type and its description.
   • For payslips, you must enter DF_DOC_PAY_SLIP in both fields.
   • For year-end forms, you must enter DF_DOC_YEAR_END in both fields.
3. In the File Type drop-down list, select PDF.
4. In Reference Code, enter a cross-reference code for the document type. Cross-reference codes are used to export data from Dayforce to other applications, and to reference document types in workflow forms.
   • For payslips, enter DF_DOC_PAY_SLIP.
   • For year-end forms, enter DF_DOC_YEAR_END.
5. Leave the Document Type Group field blank.
6. In the Entity Type drop-down list, select Employee File.
7. Click Save.
8. Assign roles to the document types you've added. To import documents, the user role must create and read permissions.
   1. Go to Documents > Admin > Document Types and select the document type that you want to assign roles for.
   2. Select a role in the Available Roles column and move it to the Roles column using the arrows.
   3. In the Visible To drop-down list, select Manager for roles who can view documents for any employee that they manage, or Owner for roles can view only their own documents.
   4. Specify the level of permissions for the role using the Create, Read, Preview, Download, Update, and Delete checkboxes.
   5. Click Save.