You can access the contribution summary page by clicking on a contribution ID. In this page, you can make changes to an open contribution, by clicking the Make amendments button in the bottom right corner.
| TIP: You can make amendments only to Open contributions. This feature is not available for Submitted or Completed contributions. |
Amendments refer to updates you can make on certain details. These details, referred to as “editable fields”, are:
- Monthly salary amount
- Salary effective date
- Relevant income amount
- Leave without pay start date
- Leave without pay end date
- Termination date
Updates on the above values for an employee result in recalculation of the contribution amounts for that employee.
| TIP : You can submit amendments as many times as you wish for an open contribution! |
There are 2 ways to submit amendments:
- Manual entry - by entering the new values directly against selected employee(s) on screen or
- Bulk upload - by uploading a file containing amendments for a list of employees
Manual entry
- In the amendments start page, choose the option Manual entry and click Next
- You will see a table or grid with empty rows
- You can start by clicking Add Employee and typing in the HKID / Passport value of any employee who is part of the current contribution header and the dropdown will show matching suggestions
- Choose the person you need to make amendments on
- The current values stored in the system for each of the editable fields will be retrieved and displayed on screen
- You can start typing in and making changes to any of these values
|
TIP : The values you type in are not updated against the employee record till you hit the Submit amendments button in the next page. |
- When you have finished adding all employees and amendments as needed, hit Next
- A summary page will be displayed indicating the total number of employees you wish to apply amendments for
- Hit Submit amendments to save these updates and recalculate contribution amounts
- You will receive an email notification when the recalculation is complete
| TIP: The time taken to recalculate contribution amounts increases proportionately with the number of amendments you make. |
Bulk upload
- At the start of the amendment page, choose the option Bulk upload
- Use file upload component that is displayed to browse for your amendments file and upload it
- Note the file needs to be a Comma-separated Values file (CSV file) in the standard file format
- You can use the links on this page to download a copy of the standard file format or to download the current data for all employees in your contribution header in the standard format
- After you upload the file, hit Next
- The portal will compare the contents of your file against the details available in the system
- If your file is small, you can wait for the comparison to appear
- Alternatively, you can log out and come back again when you receive an email notification saying your amendments are ready for review
- Once the comparison is ready, you will see the rows from your file, highlighted with relevant errors or warnings or info messages (more details on errors and warnings are available in the Amendments Exception user guide)
- Review the alert messages and if needed, re-upload a file with corrections
- Once you have reviewed the messages and are happy to proceed with the amendments, hit Next
- A summary page will be displayed indicating the total number of employees you wish to apply amendments for
- Hit Submit amendments to save these updates and recalculate contribution amounts
- You will receive an email notification when the recalculation is complete
| TIP: The time taken to compare the file against available values of editable fields increases proportionately with the number of rows in your file. The bigger the file, the more time it takes to generate a comparison result! |
Congratulations, you have successfully submitted an amendment!