Employee document checklist for Onboarding (SG+MY)
Congratulations on securing your new position! As you commence this thrilling adventure in your professional path through the corporate world, ensure a hassle-free journey by keeping essential documents and information readily available. Let's go over the crucial elements to facilitate a smooth onboarding process. Within this detailed guide, we will examine the necessary contributions from you as an employee during onboarding, addressing everything from insurance to the establishment of your bank account. Our goal is to make this transition as smooth as possible for you.
Required Documents for Malaysia When Onboarding
1. Identification
When starting a new job in Malaysia, you'll need several key identification and payroll documents to provide your employer as part of the onboarding process.
The most important form of ID is your MyKad, which is the national identity card for Malaysian citizens and permanent residents. You'll need to bring your original MyKad so your employer can make a photocopy for their records. Make sure the name and details on your MyKad match what's on your other documentation.
In addition to your MyKad, you may need to provide documents such as:
- Your Malaysian bank account details, including account number, to set up payroll deposits
- Past month's EPF statement showing your Employees Provident Fund contributions
- Income tax forms like the EA form and BR1M documentation
- Educational certificates like your SPM qualification, diplomas, or degrees
- Letters of recommendation from previous employers (if available)
- Documents showing past work experience, like pay stubs (if applicable)
Your employer may also request additional documentation like a signed employment contract, non-disclosure agreement forms, or application for company benefits. Come prepared with clean, updated versions of any documents that establish your identity, work eligibility, payroll details, and qualifications. Following Malaysian onboarding requirements closely will ensure your new job gets off to a good start.
2. Insurance and Coverage
- Socso (Social Security Organisation) - Provides coverage for workplace injuries and invalidity. Employees contribute via automatic payroll deductions. May need to submit Socso formKU2 Pin. 1.
- Employer's Liability Insurance - Covers costs related to injuries or death from occupational accidents under the Workman Compensation Act 1952. Need to provide details to register under company policy.
- Employee benefit schemes - You can elect to sign up for additional insurance like life insurance or critical illness insurance. Need to review and submit election forms.
- Include dependents - When electing additional insurance, you can choose to cover dependents as well. Need to provide birth certificates or MyKads.
- Review policy details - It is important to understand coverage amounts, premium payments, and claims procedures for any insurance scheme enrolled in. Ask HR with questions.
- Peace of mind - Having appropriate insurance helps safeguard health and welfare in the workplace. An important part of onboarding in Malaysia.
3. Bank Account Details for Salary
When starting a new job in Malaysia, activating salary payments involves submitting your bank account information:
- Bank Name and Branch
- Have an account with a Malaysia bank
- Provide full bank name and branch details
- Account Number
- Supply your personal bank account number
- Double-check the account number is correct
- Copy of Passbook/Statement
- Show proof of ownership of the account
- Submit a copy of the passbook page or bank statement
- GIRO Authorization
- Fill out the authorization form for payroll GIRO deductions
- Enables direct salary credits each month
- Multiple Accounts
- Optionally indicate percentage splits if paying into more than one account
- Additional account details will be needed
- Update HR Promptly
- Inform HR immediately if changing bank or account number
- Delays may impact payroll if details are incorrect
With the right Malaysia bank account activated, you can focus on your new role, knowing your salary payments will be processed on time.
4. Submitting Tax Documents
When starting a job in Malaysia, you must provide certain tax forms and documentation as mandated by law:
- Income Tax Form (ITF)
- Primary tax declaration form to determine tax obligations
- Details employer, income sources, deductions, etc.
- EA Form
- Annual declaration of expenses/allowances from employment
- Issued by the employer; must be returned completed
- BR1M Form
- Application for financial assistance based on income level
- Qualified employees should submit annually
- Previous Tax Records
- Prior years' tax documents, if available
- Supports accuracy in tax projections
- Updating Particulars
- Inform the company immediately if personal tax details change
- Impacts tax filings, so must be kept current
Ensuring tax paperwork is in order meets Malaysian statutory compliance. Seek clarity from your HR or tax representative on any employment tax obligations.
Required Documents for Singapore When Onboarding
1. Identification
In Singapore, there are a few key identification and payroll documents you’ll need to provide your employer as part of getting onboarded.
The essential form of ID is your NRIC for Singapore citizens and permanent residents or employment/immigration passes like EP, S pass, work permit, etc. for foreign employees. Bring the original for your employer to photocopy.
Other documents they may require include:
- CPF Statement - This Central Provident Fund statement shows your contributions and will be needed to set payroll deductions
- Educational Certificates - Copies of your qualifications like diplomas, degrees, and transcripts
- Previous Employer References - Many employers ask for reference letters.
- Income Tax Documents - Relevant forms to declare taxes
- Bank Account Details - Local bank account number and code for payroll
- Job Application Form - Completed with employment details
- Other Signed Forms - Documents like contracts, payroll instructions, and benefits forms that you will need to sign and agree to
Having clean, updated copies of your major identification, payroll information, references, and qualifications will align with Singapore’s stringent employment and onboarding requirements. Follow these document requirements closely as you join a new organization.
2. Insurance and Coverage
When starting a job in Singapore, you'll need to review and take action on insurance coverage as part of getting onboarded:
- CPF Contributions
- Central Provident Fund deductions from your salary go towards life and medical insurance
- Indicate contribution percentage (typically 20%)
- Additional Health Insurance
- May have options to enroll in corporate health plans
- Insurer and coverage details will be provided
- Includes outpatient care, hospitalization, etc.
- Long-Term Disability Insurance
- Some companies offer disability coverage
- Review the percentage of salary coverage, eligibility, etc.
- Requires health declaration form
- Dependents Coverage
- Can enroll legal dependents in insurance schemes
- Will need to provide the dependents' ID details
- Claims Procedures
- Know the procedures to file insurance claims
- Be aware of any copayments or deductibles
Having adequate insurance is a vital part of your employment benefits. Come prepared with dependent information and review all documents carefully to activate your coverage.
3. Setting Up a Bank Account for Salary
When starting a job in Singapore, you’ll need to provide local bank account details to receive your salary payments:
- Bank Account Number
- Must have a personal bank account with a Singapore bank
- Provide the account number to HR
- Bank Code
- Each Singapore bank has a unique 7-digit bank code
- Locate the code for your bank
- GIRO Form
- Allows automatic transfer of funds into your account
- Complete and return the GIRO form to activate
- Foreign Currency
- Indicate if you want to receive a salary in foreign currency
- Subject to bank fees and exchange rate conversions
- Update Details
- Inform HR if your account number or bank changes
- Delays may occur if incorrect details are provided
Having the right bank account setup ensures you get paid accurately and on time. Provide account information promptly during onboarding to align with payroll timelines. Reach out to HR with any questions.
4. Submitting Tax Documents
Starting employment in Singapore involves reviewing and providing mandatory tax paperwork:
- IR8A Tax Form
- Key tax declaration form submitted to IRAS
- Details employer, income, deductions, etc.
- Previous Notices of Assessment
- Provides income tax details from prior years
- Supports accuracy in current tax projections
- Updating Particulars
- Inform payroll if tax residency status or personal details change
- Impacts tax filings, so must be kept current
- Complete Additional Forms
- Other applicable declarations as provided by the employer
- E.g. benefits-in-kind, additional income sources
- Seek Clarification
- Ask HR or tax representative about any tax compliance questions
- It is important to meet filing and payment obligations
Ensuring your tax paperwork is in compliance with Singapore laws and regulations prevents problems down the road. Be diligent in submitting forms and updating details during onboarding and beyond.
For foreigners, prepare documents for appropriate tax arrangements like an Employment Pass in Singapore or a Visa Pass in Malaysia tied to your work permit. Keep forms updated annually and file tax returns diligently. Correct tax planning lets you reap dividends for your diligence!
Company Guidelines: Fitting into Your New Culture
Each workplace has a unique culture and etiquette, like an exotic foreign country. Respect differences and align behaviors to blend in harmoniously. Review dress codes, communication channels, hierarchical structures, and standards for decorum clearly articulated in employee handbooks or manuals. Unexpected scenarios could still arise, so clarify ambiguity early. Feel free to ask!
Observe unwritten norms at your new workplace also. Note interactions in meetings or over lunch. Seek patterns in how peers address seniors or support functions. Customs may contrast starkly with previous jobs. Adapt sensitively, and professional success awaits you!
Team Bonds: Anchors for Your Journey
An exciting aspect of onboarding is fostering meaningful bonds across the organization. Learn about your new team - understand the strengths individuals bring and the challenges faced in collaborative initiatives. Set expectations mutually on support required to maximize collective potential.
Also, engage colleagues enterprise-wide through staff network events or volunteer circles based on shared interests. Immerse at social gatherings to become familiar faces. Building trust and goodwill makes the workspace welcoming, besides crystallizing future mentors or sponsors to champion your career ahead!
Training Tracks: Charting Your Growth Trajectory
Training is pivotal for career enhancement, so maximize the opportunities provided onboard. Assess core competencies crucial for current and future roles and address gaps through structured programs. Master technical aspects of your job function via classroom or e-learning modules tailored by the company’s training department, especially for new hires.
Look out also for development initiatives in leadership, communication, people management, etc, to build versatile skill sets. Training nudges you from your comfort zone towards fresh perspectives and best practices. Your investment in self-improvement manifests in tangible value to the organization over time.
Wellness: Foundation for Sustainable High Performance
The corporate race often overlooks a key pit stop – our health. Workplace insurance and health policies aim to serve, so utilize them judiciously. Set preventive care reminders for annual checks or vaccination shots due. Keep helpline numbers handy for counseling services offering mental health support as well.
Maintain work-life balance through hobbies, family time, or vacations, buffering job stress. Seek developmental postings over higher salaries alone that burn you out quicker. A balanced, positive mindset sustains consistent high performance over decades-long career spans today. Place wellness at the cornerstone during onboarding to thrive long-term.
Career Conversations: Planning Your Ascent
Onboarding leads to the quest for an exciting career apex eventually. Understand qualification demands for the next jobs on your radar. Identify assignment types that build expertise for targeted roles through planned rotations. Attend leadership talks and connect with mentors already at aspirational levels for wisdom tips that shortcut learning curves. Construct a long-term roadmap with practical milestones demonstrating constant growth. Even a formidable peak becomes achievable when ascended step by step. Consciously craft your career from day one!
With a secure, scalable, user-friendly platform, BrioHR covers the entire employee journey from recruitment to onboarding, payroll and claims, to performance and analytics, and more.
This enables business owners and HR teams to truly focus on what matters most – people.
Visit briohr.com and get a free demo now.
