Organization Structures

Organizations

Key Concepts for Representing Enterprises

You represent your enterprise using key organization structures in Oracle HRMS. These structures provide the framework so you can perform legal reporting, financial control, and management reporting. You can set up these organization structures yourself, or use the Configuration Workbench.

The Configuration Workbench delivers an integrated configuration management toolset for HR systems and assists in the evaluation, configuration, deployment, and maintenance of HR applications. The workbench suggests a basic structure of organizations for your enterprise based on configuration models.

See: Configuration Models for Your Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

Once the basic enterprise structure is set up, you add the additional organizations and locations t`hat exist in your enterprise. You define the internal organizations that represent your internal divisions and departments, and you define the external organizations that represent the organizations outside of your enterprise. For example, you can set up an external organization to represent the tax office for which your enterprise uses for reporting purposes.

You can use organizations to represent many levels of your enterprise, from the highest level of organization that represents the whole enterprise, to the lowest level of organization that represents a section or department.

See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

See: Organization Classifications

See: Setting Up Organizations, Oracle HRMS Enterprise and Workforce Management Guide

Business Group

The business group represents a country in which your enterprise operates. You create it as an organization in Oracle HRMS, but it does not represent a specific organization within your enterprise structure, and you do not include it in your organization hierarchies. A business group enables you to group and manage data in accordance with the rules and reporting requirements of each country, and to control access to data.

The critical factors for deciding when to use a separate business group, or an international business group, are based on the following factors:

Generally the laws are so different in each country that to be compliant, there must be a different business group for each country in which an enterprise has employees.

Operating Company

An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country. An operating company is a holding company, a company within a company.

Ultimate Legal Entity

The ultimate legal entity represents the enterprise, and typically, the enterprise is the highest (global) level of a business organization. The ultimate legal entity is the parent company or organization for all its subsidiaries and divisions. Oracle HRMS represents the ultimate legal entity with the GRE/Legal Entity organization classification.

Legal Entity/Employer

A legal entity represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer. In an organization hierarchy, a legal entity may report to an operating company or to the ultimate legal entity.

A legal employer is a legal entity that is responsible for employing people in a particular country. Therefore, if you employ people in a country, then you must have at least one organization classified as a legal entity and a legal employer.

The Configuration Workbench classifies an organization as a GRE/Legal Entity where your enterprise operates in a country, and classifies it as an Employer if you employ people in that country also. For example, you can have a legal entity in a country where you do business, but do not employ people in that country.

Consolidated Legal Entity

A consolidated legal entity acts on behalf of multiple operating companies that are not legally registered, or simply on behalf of the enterprise in a country. You typically use the consolidated legal entity for when you have multiple operating companies in your enterprise, but for the purposes of consolidation, you group the information into one organization. For management reporting purposes, the organizations below the consolidated legal entity in an organization hierarchy, such as, your departments and sections, can report to any organization in the enterprise. However, for legal reporting purposes, they report up to the consolidated legal entity.

For information on how to model your enterprise using the key organization structures, see: Configuration Models for Your Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

Organization Classifications

Organization classifications define the purpose of an organization and its functionality within Oracle HRMS. The classifications you assign to an organization control the additional information you can set up at the organization level. The Configuration Workbench automatically assigns the appropriate classifications to the organizations it creates.

For more information on the key organization structures you use to represent your enterprise, see: Key Concepts for Representing Enterprises

You can define one organization with multiple classifications or you can define separate organizations to represent different types of entity. For example, you can classify an organization as a legal entity as well as an HR organization if it's the same organization. If they are different, then you create two organizations.

Note: Oracle HRMS enables you to install your own additional information types for classifications.

You can select the following classifications in the Organization window, depending on your legislation:

All Legislations

All legislations can use the following classifications:

US Legislation

The US legislation can use the following classifications:

UK Legislation

The UK legislation can use the Education Authority classification to define a Local Education Authority (LEA) that is responsible for education within that council's jurisdiction.

Canadian Legislation

The Canadian legislation can use the following classifications:

French Legislation

The French legislation can use the following classifications:

Dutch Legislation

The Dutch legislation can use the following classifications:

German Legislation

The German legislation can use the following classifications:

Hong Kong Legislation

The Hong Kong legislation can use the MPF Trustee Organization classification to set up and enrol employees in an MPF Trustee. This classification allows you to record details of the trustee and details of the scheme provided by the trustee.

Mexico Legislation

The Mexico legislation must use the legal employer classification to define the legal entity. You can add additional organization information for your legal employer, if needed.

Use the GRE/Legal Entity classification to define an organization that is recognized as a separate employer by Social Security or other legal authorities. When you assign a location to a GRE, and you have not already associated them with each other in the generic hierarchy, HRMS will make the association for you.

Saudi Legislation

The Saudi legislation can use the following classifications:

Hungary Legislation

The Hungary legislation can use the following classifications:

Spanish Legislation

The Spanish legislation can use the following classifications:

Korea Legislation

The Korean legislation can use the following classification:

Indian Legislation

Your organization hierarchy should contain at least one GRE/Legal Entity (Tax Organization) and Registered Company.

The Indian legislation can use the following classifications:

Polish Legislation

The Polish legislation can use the following classifications:

Norwegian Legislation

The Norwegian legislation can use the following classifications:

Finnish Legislation

The Finnish legislation can use the following classifications:

Danish Legislation

The Danish legislation can use the following classifications:

Swedish Legislation

The Swedish legislation can use the following classifications:

South African Legislation

The South African legislation can use the following classification:

UAE Legislation

The UAE legislation can use the Legal Employer classification to define and enter additional organization information for your legal employer.

Irish Legislation

The Irish legislation can use the following classifications:

Creating an Organization

Use the Organization window to create:

If you use the Configuration Workbench to configure your enterprise structure, then you only need to create the additional internal and external organizations you require. For example, you can set up additional organizations to represent the internal divisions or departments, and external organizations for reporting or third party payments.

See: Extending the Enterprise Framework, Oracle HRMS Enterprise and Workforce Management Guide

To create an organization

  1. Navigate to the Organization window and click New to create a new organization.

    Note: For information about querying existing organizations, see: Finding an Organization, Oracle HRMS Enterprise and Workforce Management Guide

  2. Enter a name for your organization in the Name field. A check is performed to see if organizations with the same name already exist.

    All Oracle applications you install share the information entered in the Organization window. Therefore organization names must be unique within a business group, and business group names must be unique across your applications network.

    You can create two organizations with the same name in different business groups but this can cause confusion later, if the HR: Cross business group profile option is set to Yes and you decide to share certain information across all business groups. If you decide to create two organizations with the same name, be sure that this will not cause you problems in the future.

  3. Optionally, select an organization type in the Type field.

    Organization types do not classify your organization, you use them for reporting purposes only. The type may identify the function an organization performs, such as Administration or Service, or the level of each organization in your enterprise, such as Division, Department or Cost Center. You create the organization types you require by entering values for the Lookup Type ORG_TYPE.

  4. Enter a start date in the From field. This should be early enough to include any historical information you need to enter.

    Note: You cannot assign an employee to an organization before the start date of the organization.

  5. Enter a location, if one exists. You can also enter an internal address to add more details such as floor or office number.

    Dutch only: If you are setting up external organizations for a tax office, a social insurance provider or a private health insurance provider, you must enter the postal address and contact details using the NL_POSTAL_ADDRESS Location EIT.

    Mexico only: When defining a GRE/Legal Entity, if you select a location here, HRMS automatically associates it with this GRE in the Generic Hierarchy.

    US only: If you are using Oracle Payroll in the US, every organization to which employees can have assignments, including business groups, must have on record a location with a complete address. This is because the system uses the location of the organization of the employee's primary assignment to determine employee work locations for tax purposes. This does not apply to GREs, because the assignment to a GRE exists in addition to the assignment to an organization.

    India only: You can define an income tax organization and enter its location details. You can then select this organization at the GRE/Legal Entity Income Tax Office.

    Note: If you are an Oracle Inventory user, then you must not assign a location to more than one organization classified as an Inventory Organization.

  6. Enter internal or external in the Internal or External field. You cannot assign people to an external organization.

    Examples of external organizations that may require entry are disability organizations, benefits carriers, insurance carriers, organizations that employees name as beneficiaries of certain employee benefits, and organizations that are recipients of third party payments from employees' pay.

  7. Save the basic organization details.

Entering Organization Classifications

To determine the purpose and use of each organization you create, you give it one or more classifications. The setup information you enter for an organization depends in large part on its classification.

See: Organization Classifications

Note: If you classify an organization as a business group, it is not reversible.

To enter organization classifications:

  1. Enter the classification for your organization in the Name field.

  2. Enable the classification by checking the Enable box. This allows you to use and enter the essential additional information for your organization.

  3. Save the classification details.

  4. You can either enter additional information for the classification type or enter another classification.

    Note: Save each classification after entering and enabling it.

Entering Additional Information

For each classification you set up you can enter additional information. This information can be different for each classification.

For business group see: Business Group

For HR organization see: HR Organization

For representative body see: Representative Body

For constituency see: Constituency

For bargaining association see: Bargaining Association

For company cost center see: Company Cost Center

For professional body information see: Professional Body Information

See Classification and Additional Information Types if you need to check which classification to select.

To enter Business Group additional information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Business Group Information, see: Entering Business Group Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Budget Value Defaults, see: Business Groups: Entering Budget Value Defaults, Oracle HRMS for Enterprise and Workforce Management Guide

    • Work Day Information, see: Business Groups and HR Organizations: Work Day Defaults, Oracle HRMS for Enterprise and Workforce Management Guide

    • Benefits Defaults, see: Business Groups: Defining a Default Monthly Payroll, Oracle HRMS for Enterprise and Workforce Management Guide

    • PTO Balance Type, see Business Groups: Selecting a PTO Balance Type, Oracle HRMS for Enterprise and Workforce Management Guide

    • Recruitment Information, see: Business Groups: Entering Recruitment Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Payslip Information, see: Entering Payslip Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Self Service Preference Information, see: Entering Self-Service Preference Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • JP Payroll Related Info: see Entering JP Payroll Related Info

    • Personal Number Entry Period, see: Entering Personal Number Entry Period

  4. Repeat these steps to enter further information.

To enter HR organization additional information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS for Enterprise and Workforce Management Guide

    • Costing Information, see: HR Organizations: Entering Costing Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Parent Organization, see: HR Organizations: Entering Parent Organizations, Oracle HRMS for Enterprise and Workforce Management Guide

    • Work Day Information, see: Business Groups and HR Organizations: Entering Work Day Defaults:, Oracle HRMS for Enterprise and Workforce Management Guide

    • Payslip Information, see Entering Payslip Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Self Service Preference Information, see Entering Self-Service Preference Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Related Organizations Information, see: Entering Related Organizations Information for an HR Organization, Oracle HRMS Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter representative body additional information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Representative Body Information, see: Entering Representative Body Information, Oracle HRMS for Enterprise and Workforce Management Guide

    • Constituency information, see: Entering Constituency Information for a Representative Body, Oracle HRMS for Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter constituency additional information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • Location, see Entering Location Information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

    • Organization, see Entering Organization Information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

    • Organization Hierarchy, see Entering Organization Hierarchy information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

    • Grade, see Entering Grade information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

    • Bargaining Unit, see Entering Bargaining Unit information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

    • Job, see Entering Job information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

    • Collective Agreement Grade, see Entering Collective Agreement Grade information for Constituencies, Oracle HRMS for Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter bargaining association information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Trade Union Information, see: Entering Trade Union Information for a Bargaining Association, Oracle HRMS for Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter company cost center information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select one of the following:

    • GL Company Cost Center, see: Entering GL Company Cost Center Information for a Company Cost Center, Oracle HRMS for Enterprise and Workforce Management Guide

    • Reporting Information, see: Entering Reporting Information for an HR Organization or a Company Cost Center., Oracle HRMS for Enterprise and Workforce Management Guide

  4. Repeat these steps to enter further information.

To enter professional body information:

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select Professional Body Info, see: Entering Additional Information for a Professional Body, Oracle HRMS for Enterprise and Workforce Management Guide.

  4. Repeat these steps to enter further information.

To enter Extra Names information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select the Org Extra Names: see Entering Org Extra Names.

  4. Repeat these steps to enter further information.

To enter Health Insurance Location

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select the HI Loc Info. See Entering HI Loc Information.

  4. Repeat these steps to enter further information.

To enter the Labor Insurance Employer Information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select the Labor Insurance Employer. See Entering Labor Insurance Employer Information.

  4. Repeat these steps to enter further information.

To enter Organization Name Change History information

  1. Click on the organization classification for which you want to enter additional information

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select the Organization Name Change History. See Entering Organization Name Change History.

  4. Repeat these steps to enter further information.

To enter SWOT information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select the following:

  4. Repeat these steps to enter further information.

To enter Welfare Pension Fund Location information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select WP Fund Loc Info, see: Entering Welfare Pension Fund Location.

  4. Repeat these steps to enter further information.

To enter Welfare Pension Location information

  1. Click on the organization classification for which you want to enter additional information.

  2. Choose the Others button to open the Additional Organization Information window.

  3. Select WP Ins Loc Info, see: Entering Welfare Pension Location Information

  4. Repeat these steps to enter further information

Entering the JP Payroll Related Information

If you want to enter reference type to use for Health Insurance Dependent or Income Tax Dependent or want to enter the formula for the application to use for calculating commuting allowance (Traffic Tool) or any user defined YEA formula for payroll and YEA processing, you can record it using the JP Payroll Related Information window. The application uses the information while payroll processing.

To enter JP payroll related information:

  1. Query the Business Group in the Organization window, if it does not already appear there. In the Organization Classifications region, select JP Payroll Related Info, click Others, and select JP Payroll Related Info.

  2. Click in the field of the Additional Organization Information window to open the JP Payroll Related Info window.

  3. Select the health insurance dependent reference type. You can select whether you want to use the information if the employee has dependent or not in the Notifications of Qualification and Disqualification for health and welfare pension insurances from the values recorded in the Contact Extra information type or the values specified at the element entry level (Com_ Si_ Information). If you leave this blank, then the application uses Element Entry.

  4. Select the income tax dependent reference type. This defines which dependent information is used in payroll calculations (salary, bonus, special bonus, YEA and Re-YEA) and reports (Notification of dependents and withholding tax report). Select any one of the options :

    • [Report] Extra Contact Info [Payroll] Extra Contact Info Payroll Calculations: Extra Contact Info will be used, but if Element Entry: Com_ Basic_ Dependent Exemption etc is updated then it has a priority Notification of dependents: Extra Contact Info will be used Withholding tax report: For the assignments not targeted in YEA calculations, Extra Contact Info will be used, but if Element Entry: Com_ Basic_ Dependent Exemption etc is updated then it has a priority

    • [Report] Extra Contact Info [Payroll] element entry Payroll Calculations: Element Entry: Com_ Basic_ Dependent Exemption etc will be used Notification of dependents: Extra Contact Info will be used Withholding tax report: For the assignments not targeted in YEA calculations, Element Entry: Com_ Basic_ Dependent Exemption is used.

    • [Report] dependent flag ([Payroll)] element entry Payroll Calculations: Element Entry: Com_ Basic_ Dependent Exemption etc will be used Notification of dependents: Element Entry: Com_ Basic_ Dependent Exemption etc will be used Withholding tax report: For the assignments not targeted in YEA calculations, Element Entry: Com_ Basic_ Dependent Exemption is used.

      Note: This information can be set in the Payroll as well. If you set at both Payroll and Business Group, the income tax reference type of dependent relatives, applies to those set for Payroll get priority.

  5. If a specific formula is available for your organization. Select the formula to use for calculating the commuting amount by traffic toll in the commuting allowance information function. The application uses this formula when you click Calc button on Traffic tools tab of Commute Information.

  6. If a specific formula to be called within the YEA process by balance adjustment is available for your organization for calculating YEA adjustment, select the formula. The formula defined here is shown as a default in User Defined Formula on the parameter for the concurrent program: JP Year End Adjustment.

    Note: This information can be set in the Payroll as well. If you set both Payroll and business group, applies to those set for Payroll is given priority.

  7. Save your work.

Entering Personal Number Entry Period

To enter or update the personal number details, you must enter the entry start and end date of entry period at the business group level.

To enter personal number entry period

  1. In the Organization window, query the Personal Number Entry Period if it does not already appear there. In the Organization Classifications region, select Business Group, click Others, and select Personal Number Entry Period.

  2. Enter the year.

  3. Enter the entry start date from which employees belonging to a business group can start entering the personal number information

  4. Enter the end date before which employees must have entered and submitted the personal number information

  5. Enter the closing date before which employees must have corrected their personal number information. This is an optional field and can be entered only if HR Administrator enables employees to correct their personal number after entry end date.

  6. Save your work.

Entering Extra Names

If you want to manage more than one name or abbreviations for your organization, use the Extra Names window to register these names. You can record up to five names for an organization.

To enter extra names

  1. In the Organization window, query the Extra Names if it does not already appear there. In the Organization Classifications region, select Extra Names, click Others, and select Extra Names.

  2. Click the Extra Names field.

  3. Enter upto five short names or abbreviations for an organization.

  4. Save your work.

Entering HI Location Information

Use this window to record the information about the organization that collects the health insurance premiums.

This information is required for calculating health insurance premiums, generating legislative reports for insured employees.

To enter HI Location information

  1. In the Organization window, query the Health Insurance Location classification if it does not already appear there. In the Organization Classifications region, select Health Insurance Location, click Others, and select HI Loc Info.

  2. Click the HI Loc Info field of the Additional Organization Information window to open the HI Loc Info window.

  3. Enter the prefecture code where the organization is located.

  4. Enter the corporate number assigned to your organization.

  5. Enter the numbers Identifier 1 and 2 of the business operator in single-byte number and Kana.

  6. Enter the location number, postal code, and address 1-3 of the business operator.

  7. Specify the name of the business operator.

  8. Enter the full name and the telephone number of representative.

  9. Specify the name of the reporting social insurance office.

  10. Select Yes if this organization is associated with the Japan Health Insurance Association.

  11. Enter the Identifier 1 of the business operator in single-byte number. This is used for the e-file reporting.

  12. Select the insurance rate to be used in the calculation purposes. The values of Hi Premium Rate column in T_ Hi Wp insurance Premium Rate Com_table are in LOV.

  13. Save your work.

Entering Labor Insurance Employer Information

Use this window to record the information about the organization that collects the labor insurance.

This information is required for calculating employment insurance premiums, generating legislative reports for insured employees and the Finalized Insurance Premium Santei Base Wage Aggregation Table.

To enter Labor Insurance Employer information

  1. In the Organization window, query the Labor Insurance Employer classification if it does not already appear there. In the Organization Classifications region, select Labor Insurance Employer, click Others, and select LI Employer Info.

  2. Click the LI Employer Info field of the Additional Organization Information window to open the LI Employer Info window.

  3. Enter the corporate number assigned to your organization.

  4. Enter the location number and postal code of your organization. This information is required for the CSV file for Employment Insurance.

  5. Enter the business address 1-3 of the labor insurance office.

  6. Specify place from where the labor insurance office is operating. Enter the location name.

  7. Enter the employer details such as postal code, address 1-3, names, and telephone number.

  8. Enter the public employment agency name. This information is required for the CSV file for Employment Insurance.

  9. Select which business classification the employer belongs such as business general business or agriculture, construction. This will affect the calculation of employment insurance premiums. If you leave this item blank, then it is assumed as general business.

  10. Select the global value the application must use to calculate the Employment Insurance Premium Rounding Rule.

  11. Select whether to use the date earned or date paid values to generate the Separation Certificate.

  12. Select whether to generate the Separation Certificate for 6 months or a 12 months period.

  13. Save your work.

Entering the Organization Name Change History

If your organization has previously changed names, use this window to record the previous name. You require this information for reporting and taxation purposes.

To enter organization name change history details

  1. In the Organization window, query the Organization Name Change History if it does not already appear there. In the Organization Classifications region, select Organization Name Change History, click Others, and select Org Name Chg Hist.

  2. Click the Org Name Chg Hist field.

  3. Enter the effective start date from when the organization to use this name.

  4. Enter the end date until when the organization should hold this name.

  5. Enter the reason why this name was changed. This is for information purposes only and not used for any reporting.

  6. Save your work.

Entering SWOT (Special Withholding Obligation Taxpayer) Information

Use this classification to define the organization as a Withholding Agent that withholds the income tax from the payment and pays it to the national tax office. A Withholding Agent must also be a Special Tax Collection Agent, that withholds the local tax (LTAX) from the payment and pays it to the local governments.

This information is required for tax payments and legislative reports to be submitted to the authorities such as the withholding tax report and Total Income Tax Withheld.

To enter SWOT information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Swot Info.

  2. Click the Swot Info field of the Additional Organization Information window to open the Swot Info window.

  3. Enter the corporate number assigned to your organization.

  4. Enter the name of the organization that pays salary to employees.

  5. Enter the name of the organization that pays salary to employees in Kana.

  6. Enter the name of the SWOT. This can be separated to Upper line and Lower line, and up to 20 digits in single-byte Kana for each. This information is used in the Local Tax Withheld.

  7. Enter the postal code and address upper, middle and lower lines.

  8. Enter the phone number.

  9. Specify the bank and branch codes. This information is used in the Local Tax Withheld and Salary Payment Report Summary.

  10. Specify the type (1: Ordinary Account, 2: Checking Account), number, and name in single-byte Kana of the account held.

  11. Enter the company code by the bank. This information is used in the Local Tax Withheld.

  12. Save your work.

Entering Accident Insurance Info

Use the Accident Insurance Info window to record information regarding the earthquake and accident insurance provider for your employees to claim insurance premium deduction in YEA process. The users are able to display the data entered here on the SSHR JP Insurance and Spouse special Deduction Form for Salary Earner.

To enter Accident Insurance information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Accident Ins Info.

  2. Click the Accident Ins Info field of the Additional Organization Information window to open the Accident Ins Info window.2. Click the Accident Ins Info field of the Additional Organization Information window to open the Accident Ins Info window.

  3. Enter the code and name of the insurance company that has contract with your employees.

  4. Select the custom formula to calculate the earthquake and accident insurance annual premium amount to be used YEA. The formula registered here is run in the concurrent program: JP Insurance and Spouse special Deduction Form for Salary Earner – Archive and the results are displayed on the SSHR JP Insurance and Spouse special Deduction Form for Salary Earner as default values. The balances and elements registered below can be used in the formula. The users can select the template formula: JP_AI_PREM_CALC here.

  5. Specify the balance name that hold the balance of the earthquake insurance premiums deducts from monthly salaries and bonuses.

  6. Specify the elements that hold the amount to be deducted from monthly salary towards the earthquake insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  7. Specify the elements that hold the amount to be deducted from bonus towards the earthquake insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  8. Specify the balance name to that hold the balance of the accident insurance premiums deducts from monthly salaries and bonuses.

  9. Specify the elements that hold the monthly amount to be deducted towards accident insurance.The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  10. Specify the elements that hold the amount to be deducted from bonus towards the accident insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  11. Save your work.

Entering Li Gip Info

Use the Li Gip Info (Life insurance/Group Insurance Information) window to record information regarding the group insurance policy provider for your employees to claim insurance premium deduction in YEA process. The users are able to display the data entered here on the SSHR JP Insurance and Spouse special Deduction Form for Salary Earner.

To enter Li Gip information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Li Gip Info.

  2. Click the Li Gip field of the Additional Organization Information window to open the Li Gip Info window.

  3. Enter the code and name of insurance company that provide the group insurance policy to the organization.

  4. Select whether it is new or old class. For the Life and pension insurances contracted after 2012, and care and medical insurance, select New. The deductible amount in YEA is different between new and old insurances.

  5. Specify the custom formula to calculate the group insurance annual premium amount to be used YEA. The formula registered here is run in the concurrent program: JP Insurance and Spouse special Deduction Form for Salary Earner – Archive and the results are displayed on the SSHR JP Insurance and Spouse special Deduction Form for Salary Earner as default values.

    The balances and elements registered can be used in the formula. You can select the template formula: JP_LI_GIP_PREM.

  6. Specify the balance name that hold the balance of the group life insurance premiums deducts from monthly salaries and bonuses.

  7. Specify the elements that hold the amount to be deducted from monthly salary towards the group life insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  8. Specify the elements that hold the amount to be deducted from bonus towards the group life insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  9. Specify the balance name that hold the balance of the group individual pension insurance premiums deducts from monthly salaries and bonuses.

  10. Specify the elements that hold the amount to be deducted from monthly salary towards the group individual pension insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  11. Specify the elements that hold the amount to be deducted from bonus towards the group individual pension insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  12. Specify the balance name that hold the balance of the group care and medical insurance premiums deducts from monthly salaries and bonuses.

  13. Specify the elements that hold the amount to be deducted from monthly salary towards the group care and medical insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  14. Specify the elements that hold the amount to be deducted from bonus towards the group care and medical insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  15. Save your work.

Entering Life Insurance Network Center (LINC) Information

Use the Li LINC Info window to record information regarding the life insurance policy provider participated to the LINC that provide the data for your employees to claim insurance premium deduction in YEA process. The users are able to display the data entered here on the SSHR JP Insurance and Spouse special Deduction Form for Salary Earner.

To enter Li LINC information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Li LINC Info.

  2. Click the Li LINC field of the Additional Organization Information window to open the Li LINC Info window.

  3. Enter the code and name of insurance company that provide the insurance data though LINC.

  4. Select whether it is new or old class. For the Life and pension insurances contracted after 2012, and care and medical insurance, select New. The deductible amount in YEA is different between new and old insurances.

  5. Specify the custom formula to calculate the annual premium amount to be used YEA for the data from LINC. The formula registered here is run in the concurrent program: JP Insurance and Spouse special Deduction Form for Salary Earner – Archive and the results are displayed on the SSHR JP Insurance and Spouse special Deduction Form for Salary Earner as default values. The balances and elements registered below can be used in the formula. The users can select the template formula: F_LI_LINC_PREM.

  6. Specify the balance that holds the LINC data of which balance of the life insurance premiums deducts from monthly salaries and bonuses.

  7. Specify the element that holds the LINC data of which amount to be deducted from monthly salary towards the life insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  8. Specify the element that holds the LINC data of which amount to be deducted from bonus towards the life insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  9. Specify the balance that holds the LINC data of which balance of the individual pension insurance premiums deducts from monthly salaries and bonuses.

  10. Specify the element that holds the LINC data of which amount to be deducted from monthly salary towards the individual pension insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  11. Specify the element that holds the LINC data of which amount to be deducted from bonus towards the individual pension insurance.. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  12. Specify the balance name that holds the LINC data of which balance of the group care and medical insurance premiums deducts from monthly salaries and bonuses.

  13. Specify the element that holds the LINC data of which the amount to be deducted from monthly salary towards the group care and medical insurance. The elements with primary classification = C_ 0700 Salary Deduction are in LOV.

  14. Specify the element that holds the LINC data of which the amount to be deducted from bonus towards the group care and medical insurance. The elements with primary classification = C_ 1300 Bonus Deduction are in LOV.

  15. Save your work.

Entering Local Tax E-File Information

Use the Local Tax E-File window to define the FastFormula to format the file in the Payroll (Generate Local Tax E-File) process. The e-file format for the local tax payment is different among banks. Oracle EBS Japanese localization supports the format by Sumitomo Mitsui Bank as a default, but the users are able to use the program for other banks by overwriting the formulas for formatting files in this window.

To enter local tax e-file information

  1. In the Organization window, query the SWOT classification if it des not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Local Tax E-file

  2. Click the Local Tax E-file field of the Additional Organization Information window to open the Local Tax E-file window.

  3. Select the Formula for the header record formatter. If you leave this blank, then the application uses the Formula: FP_ Local Tax Payment File_ Header Record Formatter.

  4. Select the Formula for the data record initialization. If you leave this blank, then the application uses the Formula: FP_ Local Tax Payment File_ Data Record Initialize.

  5. Select the Formula for the data record details. If you leave this blank, then the application uses the Formula: FP_ Local Tax Payment File_ Data Record Detail.

  6. Select the Formula for the data record formatter. If you leave this blank, then the application uses the Formula: FP_ Local Tax Payment File_ Data Record Formatter.

  7. Select the Formula for the trailer record formatter. If you leave this blank, then the application uses theFormula: FP_ Local Tax Payment File_ Trailer Record Formatter.

  8. Select the Formula for the end record formatter. If you leave this blank, then the application uses the Formula: FP_ Local Tax Payment File_ End Record Formatter.

  9. Save your work.

Entering PRS Information

Use the PRS (Payment Report Summary) Info window to record information required in the salary Payment Report Summary report.

To enter PRS information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select PRS Info.

  2. Click the PRS Info field of the Additional Organization Information window to open the PRS Info window.

  3. Enter the name of the representative and the job title.

  4. Enter the name of the accounting officer.

  5. Enter the name, the job title, and phone number of the contact person.

  6. Enter the name and phone number of the accounting firm.

  7. Select the payment method by which the salaries are paid to employees.

  8. Specify the date on which the salaries must be credited.

  9. Specify the nature of the business.

  10. Enter the address of the bank.

  11. Save your work.

Entering Tax Withheld Rep Info

Use the Tax Withheld Rep Info window to record the information required in the Withholding Tax report.

To enter Tax Withheld Rep information

  1. Query the Business Group in the Organization window, if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Tax Withheld Rep Info.

  2. Click in the field of the Additional Organization Information window to open the Tax Withheld Rep window.

  3. Select the notified tax office name and its number.

  4. Enter the slip number that is allocated by the tax office.

  5. Enter the MT reference number 1 and 2 allocated by the tax office which are used in Payroll Report (Create File-Tax Withheld Report).

  6. Save your work.

Entering Wb and Wl Item Information

Use the Wb and WI Item Information window (Withholding Book and Wage Ledger) to define the items to display on the Withholding Book and Wage Ledger report.

To enter Wb and WI Item information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Wb and WI Item Info.

  2. Click the Wb and WI Item Info field of the Additional Organization Information window to open the Wb and WI Item Info window.

  3. Select the payroll.

  4. Select the category of the item to be displayed on the report. This defines to which area of the report the item will be displayed. Please note that the provided template report is able to display the following number of items. If you need to display more items, then you need to create and register the custom template.

    • Bonus Deduction: 5

    • Bonus Earning: 10

    • Salary Deduction: 5

    • Salary Earning: 10

    • Working Days Information: 10

  5. Select the type whether it is an element or balance value.

  6. Enter the appropriate values depending on whether you have specified an element or balance value in the previous step.

  7. Enter the prompt name on the report and sequence.

  8. Specify Yes or No in the NULL validation field. If you select Yes, the item will be displayed even if the value is NULL.

  9. Save your work.

Entering Wb and WI Rep Information

Use the Wb and WI Rep Info (Withholding Book and Wage Ledger Report) window to record the procedure if you want to generate the Withholding Book and Wage Ledger report by custom procedure.

To enter Wb and WI Rep information

  1. In the Organization window, query the SWOT classification if it does not already appear there. In the Organization Classifications region, select SWOT, click Others, and select Wb and WI Rep Info.

  2. Click the Wb and WI Rep field of the Additional Organization Information window to open the Wb and WI Rep window.

  3. Enter the name of the custom procedure to generate the Withholding Book and Wage Ledger report.

  4. Save your work.

Entering Welfare Pension Fund Location Information

Use the WP Fund Loc Info window to record information about the organization that collects the welfare pension fund insurance premiums.

You require this information for calculating welfare pension fund insurance premiums for insured employees.

To enter welfare pension fund location information

  1. In the Organization window, query the Welfare Pension Fund Location classification if it does not already appear there.

  2. In the Organization Classifications region, select Welfare Pension Fund Location, click Others, and select WP Fund Loc Info.

  3. Enter the prefecture code where the organization is located.

  4. Enter the corporate number assigned to your organization.

  5. Click the WP Fund Loc Info field of the Additional Organization Information window to open the WP Fund Loc Info window.

  6. Enter the Identifier of the business operator.

  7. Enter the location number, postal code, and address 1-3 of the business operator.

  8. Specify the name of the business operator.

  9. Enter the full name and the telephone number of representative.

  10. Select the insurance rate to be used in the calculation. The values of Com_Fund Premium Rate column in T_ Hi Wp insurance Premium Rate table are in LOV.

  11. Save your work.

Entering Welfare Pension Insurance Location Information

Use the WP Ins Loc Info window to record information about the organization that collects the welfare pension insurance premiums.

This information is required for calculating welfare pension insurance premiums, generating legislative reports for insured employees.

To enter welfare pension insurance location information

  1. In the Organization window, query the Welfare Pension Location classification if it does not already appear there.

  2. In the Organization Classifications region, select Welfare Pension Location, click Others, and select WP Ins Loc Info.

  3. Click the WP Ins Loc Info field of the Additional Organization Information window to open the WP Ins Loc Info window.

  4. Enter the prefecture code where the organization is located.

  5. Enter the corporate number assigned to your organization.

  6. Enter the Identifier 1 and 2 of the business operator.

  7. Enter the number, postal code, and address 1-3 of the business operator.

  8. Specify the name of the business operator.

  9. Enter the full name and the telephone number of representative.

  10. Enter the name of the reporting social insurance office.

  11. Specify whether the business operator is registered as one for all business operator.

  12. Enter the Identifier 1 and 2 of the business operator. This is used for the e-file reporting.

  13. Enter the name of agent if the third party agent create and submit the e-file on behalf of the business operator.

  14. Select the pension type. This is optional.

  15. Select which insurance rate to be used in the calculation. The values of Com_Wp Premium Rate column in T_ Hi Wp insurance Premium Rate table are in LOV.

  16. Select Yes if there is the special agreement between the employer and employees on 2 Yen differences of their burden. This affects the formulae calculating the welfare pension insurance premiums in salary and bonus calculations.