Set up an employee for payroll

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Employee Payroll Configuration in the reference.

Setup task

What this does

Before a person can be paid, their pay and statutory details must be set on their employee record. This is what each monthly run reads.

Open the employee record

Go to Menu > HR > Employee, open the person, and use the Payroll tab.

EmployeeEmployeePayrollPayslipStatutoryEPFCitizen class · Account NumberSOCSO / EISNo Majikan · Account NumberPCB (MTD)Children Factor · prior amountsPayroll itemsSalary, allowances
The Payroll tab on an employee record simplified mockup

What to set

  • Pay items. The salary, allowances and deductions that apply to this person (drawn from your payroll items).
  • EPF. The Citizen class and Account Number.
  • SOCSO and EIS. The No Majikan and Account Number.
  • PCB (MTD). The tax details, including the Children Factor and any prior-year amounts so year-to-date tax stays correct.

Joiners and leavers

When someone starts or leaves mid-month, Cloudby prorates their pay automatically from their effective dates, so a partial month is paid for the days worked. Prorated lines are flagged on the payslip.

Good to know. A Commence Date in Settings > Default sets when payroll processing begins, so history before you went live on Cloudby is ignored.

Related

  • Set up payroll items
  • Run a payroll batch