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Process documentation Year End Adjustment with Shoyo Payroll Locate the document in its SAP Library structure

Purpose

For cases when December Shoyo payroll is the last payroll of the year, Year End Adjustment (YEA) can be performed with Shoyo payroll. Processing scenario of Year End Adjustment with Shoyo Payroll consists of processes of Year End Adjustment preparation, Shoyo payroll of December and reporting of Year End Adjustment results.

For more information on functional features, see Regular Year End Adjustment Calculation.

Prerequisites

To process Year End Adjustment with Shoyo payroll, a customizing set up for specifying the type of Year End Adjustment processing scenario must be properly defined. For more information, see Set Up Processing Scenario of Y.E.A. Calculation in the Implementation Guide (IMG) for Payroll Japan.

The employees that are to be subjected to Year End Adjustment are specified by "YEA indicator" in Structure link Personnel Tax Status Information (0145). This "YEA indicator" must be set to "Normal Y.E.A." otherwise, Year End Adjustment will not be performed for an employee and only Shoyo payroll results of December will be created.

Process Flow

Unlike monthly payroll, Shoyo payroll function is designed to be performed when the status of payroll control record for a payroll area is outside of Release Payroll to Exit Payroll.

  1. You print legal forms and maintain employees' Year End Adjustment information.

Before performing Year End Adjustment with Monthly Payroll, each employee's Structure link Y. E. A. Information (Infotype 0146) must be checked and maintained. The following are legal forms used to collect employees' Year End Adjustment information:

You need to collect relevant information for Year End Adjustment, such as, housing acquisition deduction and maintain it in the employees' master data.
  1. You check status of payroll control record of a payroll area.

    2. We recommend that you ensure the status of payroll control record is outside of Release Payroll to Exit Payroll.

  2. You start Year End Adjustment with Shoyo Payroll.

    3. The system calls payroll program and sets specific parameters for Year End Adjustment with Shoyo payroll.

  3. You check whether payroll has run correctly, or determine where errors have occurred.

    4. During this phase, unlike monthly payroll, you can change any data which is related to payroll, and which will affect present or past payroll information. The payroll area in question is NOT locked for payroll.

    The SAP System includes a report program that reads and checks the stored payroll results. The report allows each employee to see the contents of all internal tables containing payroll results. This allows you to check all partial results for a payroll run and determine the point during the payroll run when an error occurred.

  4. You correct master or time data for personnel numbers which contain errors and which the payroll program cannot process.

    5. During payroll run the SAP System flags the Payroll Correction field in the Payroll Status infotype (0003) for all rejected personnel numbers. When you correct master or time data for a personnel number this field is also flagged. These personnel numbers are grouped in a list under matchcode W. In payroll with matchcode W, payroll only takes place for the corrected personnel numbers.

  5. You start the Year End Adjustment with Shoyo Payroll with Matchcode W.
  6. You end Year End Adjustment with Shoyo Payroll.

    7. Note

    You can only end Year End Adjustment with Shoyo Payroll when the payroll has run successfully for all personnel numbers in the selected payroll area. This means that payroll is completed for all personnel numbers in the payroll area, including the rejected personnel numbers, and the payroll period is complete.

  7. You print legal statements and report.

As the closing of Year End Adjustment, you need to print the following legal forms and statements:

Result

You have run Year End Adjustment with Shoyo Payroll for all the personnel numbers in a payroll area and created the following:

You can perform the following steps in payroll:

 

 

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