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Documents and organisation

Documents, forms, letters and organisation setup.

How do I know my KPIs?Ready at launch

Your manager or HR sets your KPIs on a form configured for your role or department. They are visible in the Performance section of the app.

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Can I see my rating after a performance review?On the roadmap

Performance reviews with ratings and outcomes are on the roadmap. At launch, Kiplework tracks KPIs per staff member, with history visible to managers and HR.

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How do I get my Form EA?On the roadmap

Automatic Form EA generation in the app is on the roadmap. Employers must issue Form EA to staff by 28 February each year, so until the feature ships your HR will provide it the usual way.

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Where can I find my old documents?Ready at launch

Every document you have received stays in your Documents history in the app, so there is no need to ask HR to resend them.

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Which statutory documents does the system generate?Ready at launch

At launch: EPF Borang A, SOCSO, EIS and SKBBK forms, and e-PCB for LHDN, generated from payroll data, plus your own templates and letterheads. Form EA, Form E, CP8D, CP21, CP22, CP22A and lifecycle letters are on the roadmap.

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When are Form EA, Form E and CP8D due?Not feature specific

Form EA must be issued to staff by 28 February each year. Form E and CP8D must be submitted to LHDN by 31 March.

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What are CP21, CP22 and CP22A for?Not feature specific

CP21 notifies LHDN when a staff member is leaving Malaysia. CP22 notifies LHDN of a new hire. CP22A notifies LHDN that a staff member has stopped working for you. Generating them in the system is on the roadmap.

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Can I customise reports?Ready at launch

At launch, reports can be filtered by company, department or team, and the claims report lets you pick your own columns and export to Excel or PDF. Custom-column payroll reports, month-to-month comparison and year-to-date reports are on the roadmap.

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How do I bulk import staff?Ready at launch

Use Bulk Import with the downloadable Excel template.

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What are staff tiers used for?Ready at launch

Tiers and grades control which features a staff member can access and can be used in bonus formulas, for example a bonus percentage by grade. The org chart can also hide individual staff from view without changing their record.

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