ASSET DECLARATION SYSTEM. USER MANUAL Version 1.0 I NTERNATI ONAL I SLAMI C UNI VERSI TY MALAYSI A

Transcription

1 ASSET DECLARATION SYSTEM USER MANUAL Version 1.0 I NTERNATI ONAL I SLAMI C UNI VERSI TY MALAYSI A

2 Table of Contents TABLE OF CONTENTS CHAPTER TITLE PAGE TABLE OF CONTENTS... i 1 ASSET DECLARATION SYSTEM ONLINE Online Form A Submission Form B Form C Form D Form G i

3 1 ASSET DECLARATION SYSTEM ONLINE 1.1 Online Online allows users to submit their asset declaration online. The details are described as below. Figure 4- Online-1: Main Page Open Online Screen 1 Login to module. Print Form 1 Click on Print icon 1

4 Print Acceptance Letter 1 Click on Print icon 1.2 Form A Submission Form A submission is for Declaration of no difference on asset owned. Staff has to make Declaration upon Appointment, Schedular Declaration and Declaration upon End of Service. The details are described as below. Figure 4-Form A-1: Main Page Submit Form A 1 Click on Fill in Declaration Form button. System will display Form Selection page [Figure 4-Form A-1]. 2 Select Form = A Declaration of no difference on asset owned from dropdown list. 3 Select the desired Declaration Type from dropdown list. 4 Click on Continue button. System will display Staff s Declaration page [Figure 4- Form A-2] 5 Click on Submit button. System will display Confirmation page [Figure 4-Form A- 3] 6 Click on View form to be submitted link to view asset declaration form in PDF format. 7 Click on Confirm button. System will display Successful message page [Figure 4- Form A-4] 2

5 Figure 4-Form A-2: Staff s Declaration Page Figure 4-Form A-3: - Confirmation Page Figure 4-Form A-4: Completed Message Page 3

6 1.3 Form B Form B submission is for. Staff has to make Declaration upon Appointment, Additional, Schedular Declaration and Declaration upon End of Service. The details are described as below. Figure 4-Form B-1: Form Selection Page Enter Form B Info 1 Click on Fill in Declaration Form button. System will display Form Selection page [Figure 4-Form B-1]. 2 Select Form = B from dropdown list. 3 Select the desired Declaration Type from dropdown list. 4 Click on Continue button. System will display Form B page Family tab [Figure 4-Form B-2]. 5 If staff s spouse is employed by IIUM, spouse s employment data will be displayed. For staff s spouse employed by other employer, staff needs to fill in spouse s employment information. 4

7 Figure 4-Form B-2: Family Tab Page 6 Fill in spouse information field to add: i. Job Title: Type in job title ii. Employer Name: Type in employer name iii. Employer Address: Type in employer address iv. Postcode: Type in postcode v. City: Type in city vi. State: Select state from dropdown list vii. Country: Type in country 7 Click on Next button to continue fill in the Form B. System will display Income tab [Figure 4-Form B-3] 5

8 Figure 4-Form B-3: Income Tab Main Page 8 Click on Add button to add income type. System will display Add Monthly Income page [Figure 4-Form B-4] Figure 4-Form B-4: Add Monthly Income Page 9 Fill in information to add: i. Income Type: Select type from dropdown list ii. Income Description: Type in description iii. Staff: If income comes from staff, type in income iv. Spouse: If income comes from spouse, type in income 10 Click on Add button. System will return to Income Tab Main Page [Figure 4-Form B-3] displaying the newly added information. 11 Click on Next button to continue fill in the Form B. System will display Liability tab [Figure 4-Form B-5] 6

9 Figure 4-Form B-5: Liability Main Page 12 Click on Add button to add new liabilities/monthly installment on debts/loans information. System will display Add Monthly Liability Information page [Figure 4- Form B-6]. Figure 4-Form B-6: Add Monthly Liability Information Page 13 Fill in information to add: i. Liability Type: Select type from dropdown list ii. Liability Description: Type in description iii. Staff Total Loan/Liability: Type in total loan or liability iv. Staff Monthly Loan/Liability: Type in monthly loan or liability v. Spouse Total Loan/Liability: Type in total loan or liability vi. Spouse Monthly Loan/Liability: Type in monthly loan or liability 7

10 14 Click on Add button. System will return to Liability Tab Main Page [Figure 4-Form B-5] displaying the newly added information. 15 Click on Next button to continue fill in the Form B. System will display Asset Main tab [Figure 4-Form B-7] Figure 4-Form B-7: Asset Main Page 16 Click on Add button to add new asset information. System will display Add Asset page [Figure 4-Form B-8]. 8

11 Figure 4-Form B-8: Add Monthly Liability Information Page 17 Fill in information to add: i. Type of Asset: Select from dropdown list. ii. Asset Owner Name: Type in name iii. Owner Relationship with Staff: Type in relationship iv. Asset Address/ Registration No/ Certificate No/etc: Type in asset address/registration number/certificate number/etc v. Asset Acquisition Date: Type in date vi. Amount/Acres/ Square Feet/Unit (If house, please state the land measurement: Type in amount/acres/ square feet/unit vii. Value during Asset Acquisition: Type in asset value viii. Estimated Current Value: Type in current value ix. Source of Acquisition: Type in source x. Other Information (If Applicable): Type in info 18 Click on Add button. System will return to Liability Tab Main Page [Figure 4-Form B-5] displaying the newly added information. 19 Click on Add Loan button to add loan information. System will display Add Loan page [Figure 4-Form B-9] 9

12 Figure 4-Form B-9: Add Monthly Liability Information Page 20 Fill in information to add: i. Loan Amount: Type in loan amount ii. Loan Lender Institution: Type in institution iii. Institution Address: Type in address iv. Payback Period: Type in period v. Monthly Installment: Type in amount vi. Date of First Installment: Type in date 21 Click on Add button. System will return to Add Monthly Liability page [Figure 4- Form B-8] displaying the newly added information in Financial Sources to Acquire Asset field. 22 Click on Add Disposed Source button to add income from asset disposal information. System will display Add Income from Asset Disposal page [Figure 4- Form B-10] 10

13 Figure 4-Form B-10: Add Monthly Liability Information Page Edit Asset Information 1 Click on Asset tab. 2 Click on Edit button. 3 Edit the desired information. 4 Click on Add button. Edit Loan Information 1 Click on Edit button. 2 Edit the desired information. 3 Click on Add button. Edit Income from Disposed Source 1 Click on Edit button. 2 Edit the desired information. 3 Click on Add button. Save Asset Information 1 Click on Save button. System should display saved message page [Figure 4- Form B-11] message: Saved! Your declaration has been saved for later editing. 11

14 Figure 4-Form B-11: Saved Message Page Submit Form B 1 Click on Submit button. System will display Form Submission page [Figure 4- Form B-12] 2 Click on View form to be submitted link to view asset declaration form in PDF format. 3 Check Staff Declaration checkbox. 4 Click on Confirm button. System will display Successful message page [Figure 4- Form B-13] Figure 4-Form B-12: Form Submission Page 12

15 Figure 4-Form B-13: Successful Message Page 13

16 1.4 Form C Form C submission is for Asset Disposal Declaration. The details are described as below. Figure 4-Form C-1: Form Selection Page Enter Form C Info 1 Click on Fill in Declaration Form button. System will display Form Selection page [Figure 4-Form C-1]. 2 Select Form = C Asset Disposal Declaration from dropdown list. 3 Select the desired Declaration Type from dropdown list. 4 Click on Continue button. System will display Information About Asset Disposal page [Figure 4-Form C-2]. Figure 4-Form C-2: Information About Asset Disposal Page 14

17 Figure 4-Form C-3: Select Asset to Dispose Page Adding Disposed Asset 1 Click on Add button. System will display Select Asset to Dispose page [Figure 4- Form C-3] 2 Select the desired asset by clicking on the rodeo button. 3 Fill in disposal information: i. Date of Disposal: Click on calendar icon to select date ii. Sale Price: Type in amount iii. Method of Disposal: Type in method 4 Click on Add button. System will display Information of Asset Disposal page [Figure 4-Form C-3] displaying the added info. Edit Disposed Asset Information 1 Click on Edit button. System will display Select Asset to Dispose page [Figure 4- Form C-3] 2 Edit the desired information. 3 Click on Add button. Delete Disposed Asset Information: 1 Select the desired disposed asset and click on Delete button. Save Asset Information 1 Click on Save button. System should display saved message page [Figure 4- Form C-4] message: Saved! Your declaration has been saved for later editing. 15

18 Figure 4-Form C-4: Saved Message Page Submit Form C 1 Click on Submit button. System will display Form Submission page [Figure 4- Form C-5] 2 Click on View form to be submitted link to view asset declaration form in PDF format. 3 Check Staff Declaration checkbox. 4 Click on Confirm button. System will display Successful message page [Figure 4- Form C-6] Figure 4-Form C-5: Form Submission Page 16

19 Figure 4-Form C-6: Successful Message Page 17

20 1.5 Form D Form D submission is for Company/Business Declaration. The details are described as below. Figure 4-Form D-1: Form Selection Page Enter Form D Info 1 Click on Fill in Declaration Form button. System will display Form Selection page [Figure 4-Form D-1]. 2 Select Form = D Company/Business Declaration from dropdown list. 3 Select the desired Declaration Type from dropdown list. 4 Click on Continue button. System will display : Form D page [Figure 4-Form D-2]. 18

21 Figure 4-Form D-2: Form D Company Tab Page 5 Fill in Company Information to add: i. Name of Company: Type in company name ii. Registration No.: Type in registration number iii. Registered Address: Type in company s registered address iv. Type of Company/Business: Type in company/business type v. Annual Profit: Type in annual profit vi. Authorized Capital: Type in authorized capital vii. Paid-up Capital: Type in paid-up capital 6 Click on Next button. System will display Financial tab [Figure 4 Form D-3]. Figure 4-Form D-3: Form D Financial Tab Page 7 Click on Add button for Company Financial Sources Information. System will display Add Financial Source page [Figure 4-Form D-4]. 8 Fill in financial source details to add: i. Financial Source Details: Type financial source details 9 Click on Add button. System will save the information and display Financial tab page [Figure 4-Form D-3] displaying the added info. 19

22 Figure 4-Form D-4: Form D Add Financial Source Page 10 Click on Add button for Family Involvement in Company Information. System will display Add Family Member Information page [Figure 4-Form D-5]. 11 Fill in family member information details to add: i. Name: Type in name ii. Relationship: Select relation from dropdown list iii. Position in the Company: Select position from dropdown list iv. Number of Share Held: Type in share amount v. Share Value: Type in share value 12 Click on Add button. System will save the information and display Financial tab page [Figure 4-Form D-3] displaying the added info. Figure 4-Form D-5: Form D Add Financial Source Page 20

23 Edit Information 1 Click on Edit button. 2 Edit financial info 3 Click on Add button Deleting Financial Information 1 Click on Delete button. Save Asset Information 1 Click on Save button. System should display saved message page [Figure 4- Form D-6] message: Saved! Your declaration has been saved for later editing. Figure 4-Form D-6: Saved Message Page Submit Form D 1 Click on Submit button. System will display Form Submission page [Figure 4- Form D-7] 2 Click on View form to be submitted link to view asset declaration form in PDF format. 3 Check Staff Declaration checkbox. 4 Click on Confirm button. System will display Successful message page [Figure 4- Form D-8] 21

24 Figure 4-Form D-7: Form Submission Page Figure 4-Form D-8: Successful Message Page 22

25 1.6 Form G Form G submission is for Application for permission to apply and own shares/government land. The details are described as below. Figure 4-Form G-1: Form Selection Page Enter Form G Info 1 Click on Fill in Declaration Form button. System will display Form Selection page [Figure 4-Form G-1]. 2 Select Form = G Application for permission to apply and own shares/government land from dropdown list. 3 Select the desired Declaration Type from dropdown list. 4 Click on Continue button. System will display : Form G page [Figure 4-Form G-2]. 5 If staff s spouse is employed by IIUM, spouse s employment data will be displayed. For staff s spouse employed by other employer, staff needs to fill in spouse s employment information. 23

26 Figure 4-Form G-2: : Form G Family Tab Page 6 Fill in spouse information field to add: i. Job Title: Type in job title ii. Employer Name: Type in employer name iii. Employer Address: Type in employer address iv. Postcode: Type in postcode v. City: Type in city vi. State: Select state from dropdown list vii. Country: Type in country 7 Click on Next button to continue fill in the Form C. System will display Income tab [Figure 4-Form G-3] 24

27 Figure 4-Form G-3: Income Tab Main Page 8 Click on Add button to add income type. System will display Add Monthly Income page [Figure 4-Form G-4] Figure 4-Form G-4: Add Monthly Income Page 9 Fill in information to add: i. Income Type: Select type from dropdown list ii. Income Description: Type in description iii. Staff: If income comes from staff, type in income iv. Spouse: If income comes from spouse, type in income 10 Click on Add button. System will return to Income Tab Main Page [Figure 4-Form G-3] displaying the newly added information. 11 Click on Next button to continue fill in the Form G. System will display Liability tab [Figure 4-Form G-5] 25

28 Figure 4-Form G-5: Add Monthly Income Page 12 Click on Add button to add new liabilities/monthly installment on debts/loans information. System will display Add Monthly Liability Information page [Figure 4- Form G-6]. Figure 4-Form G-6: Add Monthly Liability Information Page 13 Fill in information to add: i. Liability Type: Select type from dropdown list ii. Liability Description: Type in description iii. Staff Total Loan/Liability: Type in total loan or liability iv. Staff Monthly Installment Loan/Liability: Type in monthly installment for loan or liability v. Spouse Total Loan/Liability: Type in total loan or liability 26

29 vi. Spouse Monthly Installment Loan/Liability: Type in monthly installment for loan or liability 14 Click on Add button. System will return to Liability Tab Main Page [Figure 4-Form G-5] displaying the newly added information. 15 Click on Next button to continue fill in the Form G. System will display Land Given tab [Figure 4-Form G-7] Figure 4-Form G-7: Land Given Page 16 Click on Add button. System will display Add Land page [Figure 4-Form G-8] Figure 4-Form G-8: Add Land Page 17 Fill in information to add: i. Land Type: Select type from dropdown list ii. Land Size: Type in land size and select metric from dropdown list iii. Lot No: Type in lot number 27

30 iv. Area: Type in area v. State: Select state from dropdown list vi. Date Acquired: Click on calendar icon to select date 18 Click on Add button. System will save the info and display Land Given page [Figure 4-Form G-7] displaying the added info. 19 Click on Next button to continue fill in the Form G. System will display Land Requested tab [Figure 4-Form G-9] Figure 4-Form G-9: Land Requested Page 20 Fill in information to add: i. Land Type: Select type from dropdown list ii. Land Size: Type in land size and select metric from dropdown list iii. Lot No: Type in lot number iv. Area: Type in area v. District: vi. State: Select state from dropdown list vii. Date Acquired: Click on calendar icon to select date 21 Click on Next button to continue fill in the Form G. System will display Share Requested tab [Figure 4-Form G-10] 28

31 Figure 4-Form G-10: Share Requested Page 22 Fill in information to add: i. Company Name: Type in company name ii. Paid-up Capital: Type in paid up capital iii. Total Share Unit: Type in total share unit iv. Share Value: Type in share value v. Financial Source: Type in financial source 23 Click on Next button to continue fill in the Form G. System will display Share Requested tab [Figure 4-Form G-11] Figure 4-Form G-11: Share Requested Page 24 Click on Add button. System will display Add Loan page [Figure 4-Form G-12] 29

32 Figure 4-Form G-12: Add Loan Page 25 Fill in information to add: i. Institution: Type in institution ii. Institution Address: Type in address iii. Monthly Installment Amount: Type in amount iv. First Installment Date: Type in date v. Loan Duration: Type in duration Edit Form G Information 1 Click on Edit button. 2 Edit the desired information. 3 Click on Add button. Delete Form G Information 1 Click on Delete button. Save Asset Information 1 Click on Save button. System should display saved message page [Figure 4- Form G-13] 30

33 Figure 4-Form G-13: Saved Message Page Submit Form G 1 Click on Submit button. System will display Form Submission page [Figure 4- Form G-14] 2 Click on View form to be submitted link to view asset declaration form in PDF format. 3 Check Staff Declaration checkbox. 4 Click on Confirm button. System will display Successful message page [Figure 4- Form G-15] Figure 4-Form G-14: Form Submission Page 31

34 Figure 4-Form G-15: Successful Message Page 32