(JPN) Understanding the YEA Data Self-Service Transaction
This topic discusses:
YEA data self-service transaction.
Status codes.
The YEA data self-service transaction provides updated data for the YEA calculations in Global Payroll for Japan. Employees can update YEA data including:
Their personal information such as name and address (available if PeopleSoft eProfile is licensed).
Their own and dependents' tax data.
Deduction data such as insurance deduction, spouse special deduction, dependent deductions, and special deduction for housing loan.
Note: Employees who are eligible for dependent deduction from secondary salaries cannot use the YEA data self-service transaction to enter their own tax data or dependent tax data.
Payroll administrators and employees perform the following tasks in this business process:
The payroll administrator specifies the time period during which employees can review and update data through the YEA data self-service transaction.
The payroll administrator also specifies the date on which tax data and deduction data take effect.
Employees review and update their data on the YEA data self-service transaction pages.
Employees must review all data before they can successfully submit data.
The payroll administrator reviews the employee's YEA data.
Administrators can reject an employee's deduction data and request revision.
Approval of each employee's deduction data before loading is an optional feature.
The payroll administrator loads updated deduction data including life and other insurance, spouse, dependent and housing loan deduction information to a Global Payroll for Japan table, where it is available for further review and processing.
For more information, see the product documentation for PeopleSoft Global Payroll for Japan
The system assigns a status to each employee's YEA data to enforce employees' complete review and to facilitate the administrator's review, optional approval, and data load to payroll. The system displays status codes on the YEA Information page that employees access. Payroll administrators can edit the status codes on the Review/Approve Self Service Data JPN page. The status codes Submitted and Approved are available as run control parameters when loading the data.
Following is a list of the status codes:
Term |
Definition |
|---|---|
Open |
The employee has not reviewed the data. This is the default status for each data section when the employee first accesses the YEA Information page. |
Reviewed |
The employee has accessed the data page and either selected the Save button for updates or the Return to YEA Information link if data was unchanged. Employees can still access and update pages that have a reviewed status. |
Submitted |
The employee has successfully submitted deduction data. The employee cannot change deduction data once this status is assigned. This status is available as a run control parameter when loading data to records. |
Approved |
The payroll administrator sets this status on the Review/Approve Self Service Data JPN page if the organization requires approval of deduction data before loading. The employee cannot update the page once this status is assigned. This status is available as a run control parameter when loading data to records. |
Rejected |
The payroll administrator sets this status on the Review/Approve Self Service Data JPN page if the employee is required to again review some of the deduction data. The administrator must notify the employee separately to change the data. The system changes the status of all data back to reviewed if one section has the rejected status, so that the employee can review all data again. |
Sent to Payroll |
The system sets this status after the payroll administrator runs the Load YEA Self Service Application Engine process (GPJP_YEASSLD) to load the deduction data into the corresponding records. The employee cannot access the update page once this status is assigned. |