Settings

Available in Classic and VPC

You can specify the basic settings necessary for the Payroll service, such as set payroll for payroll calculation, manage codes, manage masters, manage calculation formula, set reports, etc. You can also upload and utilize existing payroll data.

Set Payroll

You can set preferences to use the Payroll service, such as payroll calculation settings, opening multiple paydays, allowing registration of employees' own accounts, etc.

The following describes how to set payroll.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Payroll menus, in that order.
3. Set the information necessary for the Payroll service, and click the [Save] button.
   
   • Open Multiple Paydays: You can register additional payroll month's sequences that have not been closed.
     • For example, if you pay the payroll and bonus at the same time in a specific month, you can open multiple paydays and perform multiple payroll jobs at the same time.
     • When you open multiple paydays, you can upload or enter multiple payrolls at once. However, it may malfunction due to control aspects or user's confusion.
   • Use Class System: Select whether to use the class system.
     • For example, you can set the class system rules of the company in the Class Table Version and Class Table tabs of the Payroll Service > Settings > Manage Master menu. The class of each employee is registered individually from Individual Payroll Master.
     • No: The Class Table Version, Class Table, and Class Payroll Master tabs are not displayed in the Payroll Service > Settings > Manage Master menu.
   • Issuance Method of Payroll Tax Forms: Set the issuance method of the income certificate, receipt for wage and salary income tax withholding, and book of wage and salary income withheld of employees.
     • Direct Issuance (sealed): A member can manually issue the sealed certificate by creating forms in Approval Home > Create Document > Request Payroll Certificate.
     • Original Request (no seal): A member can request issuance by creating forms in Approval Home > Create Document > Request Payroll Certificate, and the payroll manager directly stamps the seal and delivers to the requestor.
   • Per-business Unit Taxation: Set the per-business unit taxation status.
     • It is used in various payment statements or the report on the status of withholding.
     • You can set the specified business place number in the Admin > Company Information > Manage Business Place menu.
   • Email Address to be Used for Statements and Filing Documents: Enter the email address of the payroll manager.
     • It is required for various payment statements or reports on the status of withholding.
     • It is also used as the email address of the sender when sending payroll statements.
   • Allow Registration of Employees' Own Payroll Accounts: Set whether to allow employees to manually register and change their payroll and retirement benefit accounts.
     • Allow: Employees can manually change the payroll and retirement benefit accounts. The My Information > Manage Payroll Account menu is activated.
     • Do Not Allow: Select this if the payroll manager manages the employees' accounts. Employees can view the account information entered by the admin in the My Information > Manage Payroll Account menu.
   • Allow Registration of Employee's Own Bonus Accounts (when allowing registration of employees' own payroll accounts): You can set to deposit bonuses to an account other than the payroll account.
   • Specified Bank Available for Registration of Payroll Account (when allowing registration of employees' own payroll accounts): You can specify the payroll account of another bank other than the bank specified by the company.
   • Prohibited Period for Registration of Monthly Payroll Account (when allowing registration of employee's own payroll accounts): Enter a period to prohibit employees from changing their accounts. During this period, employees can't change their accounts.
   • Employer's Share of Unemployment Benefit Rate: Enter the employment insurance rate for the company's share. This rate is the same as the co-payment share rate.
   • Employer's Share of Employment Stability and Vocational Skills Development Rates: Enter the employment stability and vocational skills development rates for the company's share.

     • Check before registering as the rates can change according to the company size.

       Note

       • For the latest information, see Employment Insurance Rate Guide.
       • The employment insurance rate is reflected as taxable income when calculating income taxes for foreigner workers with a fixed tax rate.

Manage Code

Manage Payroll Code

You can add and edit payroll codes. You can search the standard payroll codes provided by default in the WORKPLACE Payroll service. You can add various payment and deduction codes according to the situation of the company.

The Manage Payroll Code page is laid out as follows.

Add Payment Code

You can manage items to be paid to employees, such as the basic salary, meal allowance, overtime work allowance, etc.

The following describes how to add payment codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.

2. Click the Settings > Manage Code menu.

3. Click the [Manage Payroll Code] tab.

4. Click the [Add Payment Code] button.

5. Enter the payment code information in the Add Payment Code pop-up window, and click the [Save] button.

   • Payment Code: Enter numbers or a combination of English letters and numbers.

   • Calculation Method: Select the calculation method.

     • Apply Payroll Master (A): Calculates according to the entered value of each employee registered in the individual payroll master.
     • Apply Calculation Formula (F): Calculates by adding the calculation rules that utilize various personnel information, such as the employment type, job grade, etc. You can set the calculation formula settings in the Payroll Calculation Formula tab of the Payroll > Settings > Manage Calculation Formula menu.
     • Apply Overtime Work Allowance (O): Calculates according to the calculation rules of the overtime work allowance calculation. You can set the overtime work allowance calculation formula settings in the Overtime Work Allowance Calculation Formula tab of Payroll Service > Settings > Manage Calculation Formula.
     • Manual Job (M): You can enter payment or deduction amount without a calculation formula.
     • For example, in the case of basic salary, since it is a payroll item paid regularly every month, select Apply Payroll Master (A).

   • Code Name: Enter the name of the payroll.

     • Multilingual input is available for companies using multiple languages. The entered multilingual code names are reflected in the payroll statement of each employee.

   • Regular Payroll: Select Regular or Irregular to be displayed in Item of the payroll statement.

   • Taxable/Tax Exempt: Select the taxable/tax exempt/deduction code, depending on the payroll characteristics. When using the standard payroll codes provided by default, the Taxable/Tax Exempt field is already reflected.

     • Taxable means that taxes are charged. Select the taxation code according to the characteristics of the paid payroll item.
       • For deemed interest or constructive bonus, you must select ABI Taxation_Constructive Bonus to be displayed as constructive bonus on the receipt for wage and salary income tax withholding.
     • Tax exempt is income that is not charged with income tax or corporate tax, as listed under the tax law. Wage income that is exempt from income tax is important as it also affects the four major insurance policies. Select the tax exemption code according to the characteristics of the paid payroll item. The limits are applied according to the selected tax exemption code, and the whether it needs to be submitted in the payment statement (receipt for wage and salary income tax withholding) is decided.
       • The limits for the general tax exemption items used in payroll include the meal allowance (100,000 KRW/month), vehicle maintenance cost (200,000 KRW/month), and childcare allowance (100,000 KRW/month).

   • Retirement Benefit Cover: Select the period to be applied to the average wage for retirement benefit.

     • Include in Calculation of Retirement Benefit (3-month Average): The payroll selected for the last 3 months is reflected to the 3-month average wage for retirement benefit.
     • Include in Calculation of Retirement Benefit (12-month Average): The payroll selected for the last 12 months is reflected to the 12-month average wage for retirement benefit.
     • Not applicable: Use it if not applicable for the average wage for retirement benefit.

   • End Digit Handling: You can select the end digit handling method for prorating payroll among Round Down, Round Up, and Round Off.

   • Number of End Digits to Handle: You can select the unit of 0 KRW or 10 KRW.

     • When prorating the basic salary of 1 million KRW for an employee who joined on June 15, it is calculated as follows:
       Calculation formula: 1,000,000/30 X 16 working days = 533,333.33333

     End Digit Handling	Handling in 0 KRW Unit	Handling in 10 KRW Unit
     Round down	533,333.00	533,330.00
     Round off	533,333.00	533,330.00
     Round up	533,334.00	533,340.00

   • Usage Status: You can use this when the existing payroll is no longer paid.

     • Stop Using: Select if it is no longer used. Even if you disable it, the payment amount for the payroll already paid is not deleted.
     • Used: Refers to the code in use.

   • Payroll Ledger Bundle Code: This item is set by default to be the same as the payroll code. You can set to display specific payroll codes as a bundle (combined) in the payroll statements or payroll ledgers.

   • Payroll Statement Bundle Code: set by default to be the same as the payroll code, in the same ways as the payroll ledger bundle code. You can enter payroll code to be bundled with.
     

   • Slip Accounting Account Code: When you use the WORKPLACE accounting service, accounting account code is entered by default. If the account code needs to be edited, click to select account code registered in accounting.

     • When you do not use the WORKPLACE accounting service, you can enter the account of the subscribed external accounting program. When you add a slip management number in the [Payroll Slip] tab in Payroll Service > Settings > Set Reports, you can create payroll slip files with the account title of the external accounting program entered.

   • Slip Note: The note in the accounting account code of the WORKPLACE Accounting service is entered by default. The note can be edited, and you can also use the edited note when creating slips in the Accounting service.

   • Calculation Formula Displayed in Payroll Statement: You can enter the calculation formula that needs to be provided according to the enforcement of mandatory payroll statement issuance (November 19, 2021).

     • It is entered as the content on the second page in the payroll statement. You can enter the calculation formula or method.
   Note

   If the calculation method entered in the Calculation Formula Displayed on Payroll Statement item is different from the calculation method manually entered in the Statement Notes item when editing the payroll in the Payroll > Enter Payroll menu, the entered content when entering the payroll is preferentially displayed in the payroll statement.
   However, when the payroll code is bundle code, the calculation method of higher code entered in the Payroll Statement Bundle Code item is preferentially displayed. (If the calculation method is not entered in the higher code, it is displayed as an empty item.)

   Note

   It is the accounting code provided by default, and can be created as a slip in the WORKPLACE Accounting service.
   You can enter the accounting account code and slip note for the accounting program you're using. You can preview slips and save them as an Excel file.
   Payroll slips and previews are created in the Create Payroll Slip tab of Payroll Service > Manage Payroll > Create Payroll File.
   For the slip setting method, see Payroll Slip of Payroll > Settings > Set Reports.

Add Deduction Code

You can manage the deduction items to be processed as income tax, four major insurance policies, and other deductions.

The following describes how to add deduction codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Manage Payroll Code] tab.
4. Click the [Add Deduction Code] button.
5. Enter the deduction code information in the Add Deduction Code pop-up window, and click the [Save] button.

   • Deduction Code: Enter numbers or a combination of English letters and numbers.

   • Calculation Method: Select the calculation method.

     • Apply Payroll Master (A): Calculates according to the entered value of each employee registered in the individual payroll master.
     • Apply Calculation Formula (F): Calculates by adding the calculation rules that utilize various personnel information, such as the employment type, job grade, etc. You can set the calculation formula settings in the Payroll Calculation Formula tab of the Payroll Service > Settings > Manage Calculation Formula menu.
     • Apply Overtime Work Allowance (O): Calculates according to the calculation rules of the overtime work allowance calculation. You can set the overtime work allowance calculation formula settings in the Overtime Work Allowance Calculation Formula tab of Payroll Service > Settings > Manage Calculation Formula.
     • Manual Job (M): You can enter payment or deduction amount without a calculation formula.
     • For example, for deductible items that are regularly deducted every month, select Apply Payroll Master (A).
     • For example, for deductible items that are calculated based on the employment type or job grade, select Apply Calculation Formula (F).
     • For example, for deductible items that are calculated by Calculate Withholding Tax and Four Major Insurance Policies, select Manual Job (M).

   • Code Name: Enter the name of the deduction.

     • Multilingual input is available for companies using multiple languages. The entered multilingual code names are reflected in the payroll statement of each employee.

   • Deduction Mark: Enter the deduction mark.

     • Enter accurately, as it is entered as the year-end tax settlement income deduction or advance tax payment according to the selected deduction mark.
     • For income tax, you must select T1 - Income Tax to be acknowledged as advance tax payment of year-end tax settlement, and entered as paid income tax/paid local income tax on the receipt for wage and salary income tax withholding.
     • Since the deduction mark for T2 - Income Tax Settlement or T3 - Income Tax Settlement for Retired Employees is not acknowledged as advance tax payment, you can't set as T1 - Income Tax.
     • Since the deduction mark for R2 - Local Income Tax Settlement or R3 - Local Income Tax Settlement for Retired Employees is not acknowledged as advance tax payment, you can't set as R1 - Local Income Tax.
     • M4 - Health Insurance Premium Refund Interest is not reflected as health insurance premium deduction during year-end tax settlement.

   • End Digit Handling: You can select the end digit handling method for prorating payroll among Round Down, Round Up, and Round Off.

   • Number of End Digits to Handle: You can select the unit of 0 KRW or 10 KRW.

   • Stop Using: You can use this when the existing payroll is no longer paid.

     • Stop Using: Select if it is no longer used. Even if you disable it, the payment amount for the payroll already deducted is not deleted.
     • Used: Refers to the code in use.

   • Payroll Ledger Bundle Code: This item is set by default in the same way as the deduction code. You can enter deduction codes to be bundled.

   • Payroll Statement Bundle Code: This item is set by default to be the same as the deduction code, in the same way as the payroll ledger bundle code. You can enter deduction codes to be bundled.

     

   • Slip Accounting Account Code: When you use the WORKPLACE accounting service, accounting account code is entered by default. If the account code needs to be edited, click to select account code registered in accounting.

   • Slip Note: The note in the accounting account code of the WORKPLACE Accounting service is entered by default. The note can be edited, and you can also use the edited note when creating slips in the Accounting service.

   • Calculation Formula Displayed in Payroll Statement: You can enter the calculation formula that needs to be provided according to the enforcement of mandatory payroll statement issuance (November 19, 2021).

     • Deduction of Wage Income Tax and Four Major Insurance Policies: This is the content on the first page of the payroll statement, entered with the content provided by default.

     • Other Deductions: These are entered as the content on the second page of the payroll statement. You can enter the calculation formula or method.

       Note

       • For foreigners applied with a fixed tax rate, the company's share (employer's share) of health insurance, long-term care insurance, and employment insurance premiums including the settlement amounts need to be registered in deduction codes.
       • If the national pension, health insurance premium, long-term care insurance premium, health insurance (settlement amount for current year), and health insurance (settlement amount for previous year) are included in the company's deduction codes, then you must register the company's share of health insurance premium, long-term care insurance premium, health insurance premium (settlement amount for current year), and health insurance premium (settlement amount for previous year).
       • For more information on the fixed tax rate, see Calculate Withholding Tax and Four Major Insurance Policies in Payroll > Payroll > Enter Payroll.

     • You can enter the slip account code and slip note for the separate accounting program in use. You can preview slips and save them as an Excel file.

     • You can create and preview payroll slips in the [Create Payroll Slip] tab of the Payroll > Payroll > Create Payroll File menu.

Edit Payroll Code

You can edit payment or deduction codes.

The following describes how to edit payroll codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Manage Payroll Code] tab.
4. From the list of payroll codes, click of the payroll code to be edited.
5. Edit the information in the Edit Payment or Deduction Code pop-up window, and then click the [Save] button.
   • For more details about editing items, see Add Payment Code and Add Deduction Code.

Download Payroll Code

You can download the list of payroll codes set.

The following describes how to download the payroll code list.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Manage Payroll Code] tab.
4. Click the [Download] button.
   • The payroll code list is downloaded as an Excel file.

Delete Payroll Code

You can delete payment or deduction codes.

The following describes how to delete payroll codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Manage Payroll Code] tab.
4. From the list of payroll codes, click of the payroll code to be deleted.
5. In the confirmation pop-up window, click the [Confirm] button.

Set Ordinary Wage

You can add or manage ordinary wages.

Ordinary wage refers to the amounts of hourly wage, daily wage, weekly wage, monthly wage, or contract wage, set to be paid regularly and uniformly for a fixed work or total work of workers.

The Set Ordinary Wage page is laid out as follows.

The set ordinary wage is used as the base payroll for the overtime work allowance. If you need to set varying ordinary wages for each employee or situation, then you can bundle multiple types.

Add Ordinary Wage

The following describes how to add an ordinary wage.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Set Ordinary Wage] tab.
4. Click the [Add] button.
5. Enter the information in the Add Ordinary Wage pop-up window, and click the [Save] button.

   • Ordinary Wage Type: Select the type number to bundle the ordinary wage. You can create up to 9 ordinary wage bundle sets.

   • Payroll Code: Select the payroll code.

   • Data Source: Select the source of the payroll to import.

     • Payroll Ledger: It is imported based on the actual payment amount entered in the payroll ledger.
     • Payroll Master: It is imported based on the payroll master.

   • Payroll Base Month: The payroll amount is imported from Current Month, Previous Month, or 2 Months Before based on the payroll source. The calculation of the overtime work allowance is considered, and Previous Month is set in general.

     Note

     If the ordinary wage changes mid-month, then the payroll as of the last day of the base month is set as the ordinary wage.

   • Number of Payments in a Year: Select the number of payroll payments in a year. You can set the number of payments among 1 (yearly), 4 (quarterly), 6 (bi-monthly), and 12 (monthly).

     

Edit Ordinary Wage

You can edit the set ordinary wage.
However, since the type of ordinary wage and payroll code can't be edited, Add New Ordinary Wage.

The following describes how to edit an ordinary wage.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Set Ordinary Wage] tab.
4. From the list of ordinary wages, click of the ordinary wage item to be edited.
5. Edit the information in the Edit Ordinary Wage pop-up window, and then click the [Save] button.
   • For more details about editing items, see Add Ordinary Wage.

Download Ordinary Wage List

You can download the list of ordinary wages set.

The following describes how to download the ordinary wage list.

1. In the WORKPLACE PC web page, click the [All Services] > [Attendance] button.
2. Click the Settings > Manage Code menu.
3. Click the [Set Ordinary Wage] tab.
4. Click the [Download] button.
   • The ordinary wage list is downloaded as an Excel file.

Delete Ordinary Wage

The following describes how to delete the set ordinary wage item.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Set Ordinary Wage] tab.
4. From the list of ordinary wages, click of the payroll code to be deleted.
5. In the confirmation pop-up window, click the [Confirm] button.

View Overtime Work Code

You can search overtime work codes provided as the standard value.
The same names are used in Integrate Work Result of Close Basic Data when calculating payroll, so you can't edit them and can only search them.

The following describes how to search overtime work codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [View Overtime Work Code] tab.
4. Click the overtime work code searched.
   • The units are set as time.
   • To download the searched overtime work code, click the [Download] button. The downloaded file is saved as "ManageCode_ViewOvertimeWorkCode_yyyymmdd_hhmmss.xlsx" in the Downloads folder.
   • To set the overtime work allowance calculation, refer to Overtime Work Allowance Calculation Formula in Payroll Service > Settings > Manage Calculation.

Set Other Items

You can set and use items to be displayed in the payroll statement with diverse content. (E.g., work floor, workplace, etc.)

The following describes how to set other items of the payroll statement.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Code menu.
3. Click the [Add] tab.
4. Enter the information in the Add Other Codes pop-up window, and click the [Save] button.
   • Code Name/Code Name (English): Enter the code name and, if necessary, the English code name.
   • Code: Enter the code. Only uppercase English letters, numbers, (-), and (_) are allowed.
   • Usage Status: Select the usage status.
   • To download the other items set, click the [Download] button. The downloaded file is saved as "ManageCode_SetOrdinaryWage_yyyymmdd_hhmmss.xlsx" in the Downloads folder.

Manage Master

The calculation of payroll in WORKPLACE is done based on individual payroll master. The individual payroll master is based on value entered for each employee. For companies using the annual salary system and class system, a feature is provided to easily register values from annual salary and class tables to the individual payroll master.

The master of joining employees can't be registered first. They are searched as targets in the Manage Master menu only after being registered in the Payroll > Payroll > Manage Target menu at least once. You need to arbitrarily add the target to a past payroll month and sequence, or add (or import) the target to the new payroll month and sequence to be paid.

Annual Salary Table

You can manage the annual salary of employees, or search the history of entered annual salary.

The Annual Salary Table page is laid out as follows.

Add Annual Salary

The following describes how to add a new annual salary.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Annual Salary Table] tab.
4. Click the [Add] button.
5. Enter the information in the Add Annual Salary pop-up window, and click the [Save] button.
   • Name: Enter the name of the target to be entered.
   • Department: The department of the selected employee is displayed automatically.
   • Application Year: Select the application year of the annual salary.
     • You can't select a duplicated application year for each employee.
   • Application Start Date/End Date: Set the start and end dates of the annual salary.
   • Annual Salary: Enter the total annual salary amount to receive for a year.
   • Monthly Basic Salary/Meal Allowance/Vehicle Maintenance Cost/Other Monthly Allowances: Enter the monthly amount to receive, for the items configured in the annual salary. The monthly other allowances can be entered up to 5 based on types.
   • The monthly other allowances can be mapped to other allowances by individual. For the detailed setting method, see Annual Salary Payroll Master in Payroll Service > Settings > Manage Master.

Edit Annual Salary

The following describes how to edit the annual salary.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Annual Salary Table] tab.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the annual salary table that matches the entered conditions.
5. From the annual salary list, click of the annual salary item to be edited.
6. Edit the information in the Edit Annual Salary pop-up window, and then click the [Save] button.
   • For more details about editing items, see Add Annual Salary.
   • After editing the annual salary, you must click the [Register to Individual Payroll Master] button in Annual Salary Payroll Master to reflect the final information in the individual payroll master.

Upload Annual Salary Table

You can bulk upload the annual salary of each employee.

The following describes how to upload the annual salary table.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Annual Salary Table] tab.
4. Click the [Upload] button.
5. In the Upload Annual Salary page, click the [Annual Salary Table Upload Form] button to download the template file.
   • The sample file is downloaded as an Excel file.
6. Create and save the annual salary of the employee by referring to the template file.
7. In the Upload Annual Salary Table page, drag the annual salary table file into the Drag the file with the mouse. area. You can also click the [Attach File] button to select the annual salary table file and click the [Open] button.
8. From the preview list of upload files, check the details for the annual salary to be uploaded, and click the [Enter] button.
   • If the upload fails, then you can check the reason in the Upload Error Details area. Resolve the cause of the error and upload again.

Download Annual Salary Table

You can download the annual salary table.

The following describes how to download the annual salary table.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Annual Salary Table] tab.
4. Click the [Download] button.
   • The annual salary table is downloaded as an Excel file.

Annual Salary Payroll Master

You can manage the annual salary registered in the annual salary table by individual, and integrate it to the [Individual Payroll Master] tab.

The Annual Salary Payroll Master page is laid out as follows.

Register Annual Salary Payroll Master to Individual Payroll Master

The following describes how to integrate the annual salary payroll master with the individual payroll master.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.

2. Click the Settings > Manage Master menu.

3. Click the [Annual Salary Payroll Master] tab.

4. If necessary, enter the search conditions in the search window, and then click the [Search] button.

   • You can search the annual salary table that matches the entered conditions.

5. After selecting the item to be integrated with the individual payroll master from the annual salary payroll master list, click the [Integrate with Individual Payroll Master] button.

6. Check the details in the confirmation pop-up window, and then click the [OK] button.

7. After selecting the payroll item to be entered in the payroll item of the Individual Payroll Master tab in the Add Annual Salary Payroll Master pop-up window, click the [Save] button to create the payroll master.

   • If you select all for the annual salary table payroll item, then you can link the same payroll item to all employees, and you can link a specific code to different payroll items for each individual.

   

Class Table Version

This feature is used to operate the class system by job grade. If the class amount changes, then you can manage each version.
You can set the usage status of the class system in the Payroll Service > Settings > Set Payroll menu. You must set the class system usage status to Yes to display the 3 tabs for setting the class in the Manage Master page.

The Class Table Version page is laid out as follows.

Add/Edit/Delete Class Table Version

The following describes how to add, edit, and delete new class table versions.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Class Table Version] tab.
4. Click the [Add] button.
5. Enter the information in the line field newly added to the class table version list, and click the [Save] button.
   • Class Table Version: Enter the name of the class table. Only uppercase English letters and numbers can be entered.
   • Application Start Date: Set the start date of the class table version.
   • Applicable Year: Enter the applicable year of the class table version. The applicable year can't be duplicated with other class table versions.
   • Remarks: Enter the description of the class table version.
   • The + symbol is displayed on the line for which the additional task is incomplete.
   • To edit the class table version, change the field information of the applicable class table version, and then click the [Save] button.
   • To delete the class table version, click of the applicable class table version.
     • However, the Class Table Version can't be deleted if integrated Class Table data exist. Delete the class table version after deleting the applicable class table data in the [Class Table] tab.

Download Class Table Version

The following describes how to download the class table version.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Class Table Version] tab.
4. Click the [Download] button.
   • The class table version is downloaded as an Excel file.

Class Table

You can manage tables according to the class table version. You can set from classes 1 to 15.

The Class Table page is laid out as follows.

Add/Edit/Delete Class Table

The following describes how to add, edit, and delete new class tables.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Class Table] tab.
   • It is searched with the latest class table version.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the class table that matches the entered conditions.
5. Click the [Add] button.
6. Enter the information in the line field newly added to the class table list, and click the [Save] button.
   • Version: Check the class table version. To edit the class table version, select the applicable version under Class Table Version in the Search area, and click the [Search] button.
   • Payroll Code Name: Select the name of the payroll code to apply the class.
   • Job Grade: Select the job grade to apply the class.
   • 1 - 15: Apply the amount for Classes 1 to 15.
   • The + symbol is displayed on the line for which the additional task is incomplete.

• To edit the class table, change the field information of the applicable class table, and then click the [Save] button.
• To delete the class table, click of the applicable class table.

Upload Class Table

You can bulk upload the class of each employee.

The following describes how to upload the class table.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Class Table] tab.
4. Click the [Upload] button.
5. In the Upload Class Table page, click the [Class Table Upload Form] button to download the template file.
   • The sample file is downloaded as an Excel file.
6. Create and save the class of the employee by referring to the template file.
7. In the Upload Class Table page, drag the class table file into the Drag the file with the mouse. area. You can also click the [Attach File] button to select the class table file and click the [Open] button.
8. From the preview list of upload files, check the details for the class to be uploaded, and click the [Enter] button.
   • If the upload fails, then you can check the reason in the Upload Error Details area. Resolve the cause of the error and upload again.

Download Class Table

The following describes how to download the class table.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Class Table] tab.
4. Click the [Download] button.
   • The class table is downloaded as an Excel file.

Class Payroll Master

You can manage classes registered in the class table by individual and integrate them with the individual payroll master.

The Class Payroll Master page is laid out as follows.

Register Class Payroll Master to Individual Payroll Master

The following describes how to integrate the class payroll master with the individual payroll master.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Class Payroll Master] tab.
   • The data of employees with their classes entered is searched based on the class table of the class base date.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the class payroll master that matches the entered conditions.
5. Check to select the class payroll master to be registered to the individual payroll master, and click the [Register Individual Payroll Master] button.
6. Check the details in the confirmation pop-up window, and then click the [OK] button.

Individual Payroll Master

You can manage the data created with the payroll master.

The Individual Payroll Master page is laid out as follows.

Add Individual Payroll Master

The following describes how to add a new individual payroll master.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Individual Payroll Master] tab.
4. Click the [Add] button.
5. Enter the information in the Add Individual Payroll Master pop-up window, and click the [Save] button.
   • Name: Enter the name of the target to be entered.
   • Application Start Date/End Date: Set the start and end dates of the annual salary.
   • Payroll Code Name: Select the name of the payroll code to apply the payroll.
   • Amount: Enter the total payroll amount to receive for a year.
   • Remarks: Enter the description of the individual payroll master.

Edit Individual Payroll Master

The following describes how to edit an individual payroll master.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Individual Payroll Master] tab.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the individual payroll master that matches the entered conditions.
5. From the individual payroll master list, click of the target to be edited.
6. Edit the information in the Edit Individual Payroll Master pop-up window, and then click the [Save] button.
   • The payroll masters created in the annual salary payroll master and class payroll master can all be edited.
   • You can only edit the Application End Date, Amount, and Remarks.
   • For more details about editing items, see Add Individual Payroll Master.

Upload Individual Payroll Master

You can bulk upload the individual payroll master of each employee.

The following describes how to upload an individual payroll master.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Individual Payroll Master] tab.
4. Click the [Upload] button.
5. In the Upload Payroll Master page, click the [Payroll Master Upload Form] button to download the template file.
   • The sample file is downloaded as an Excel file.
6. Create and save the payroll master of the employee by referring to the template file.
7. In the Upload Payroll Master page, drag the individual payroll master file into the Drag the file with the mouse. area. You can also click the [Attach File] button to select the individual payroll master file and click the [Open] button.
8. From the preview list of upload files, check the details for the individual payroll master to be uploaded, and click the [Enter] button.
   • If the upload fails, then you can check the reason in the Upload Error Details area. Resolve the cause of the error and upload again.

Download Individual Payroll Master

You can download individual payroll masters.

The following describes how to download an individual payroll master.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Individual Payroll Master] tab.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the individual payroll master that matches the entered conditions.
5. Click the [Download] button.
   • The annual salary table is downloaded as an Excel file.

Individual HR Data

You can manage the information of employees required for the calculation of payroll.

This feature only manages the HR data of employees aggregated as targets, whose payroll month and sequence have been created once or more. Employees are displayed in the list of targets in the Individual HR Data tab only after registering them in WORKPLACE Member and registering targets in Payroll > Payroll > Manage Target.

The Individual Payroll Master page is laid out as follows.

Upload Individual HR Data

You can bulk upload the individual personnel information of each employee.

The following describes how to bulk upload the HR data.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Individual HR Data] tab.
4. Click the [Upload] button.
5. Select the date to upload in the pop-up window.
   
6. In the Upload Individual HR Data page, click the [Individual HR Data Upload Form] button to download the template file.
   • The sample file is downloaded as an Excel file.
7. Create and save the date to upload by referring to the template file.
8. In the Upload Individual HR Data page, drag the HR data file into the Drag the file with the mouse. area. You can also click the [Attach File] button to select the file and click the [Open] button.
9. From the preview list of files to upload, check the details for the HR data to be uploaded, and click the [Enter] button.
   • If the upload fails, then you can check the reason in the Upload Error Details area. Resolve the cause of the error and upload again.

Download Individual HR Data

The following describes how to download individual HR data.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Master menu.
3. Click the [Individual HR Data] tab.
4. Click the [Download] button.
   • The individual HR data is downloaded as an Excel file.

Edit Individual Personnel Information

You can edit the personnel information of employees registered in Manage Target.

The following describes how to edit personnel information.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.

2. Click the Settings > Manage Master menu.

3. Click the [Individual HR Data] tab.

4. If necessary, enter the search conditions in the search window, and then click the [Search] button.

   • You can search the individual HR information that matches the entered conditions.

5. From the individual HR data list, click of the target to be edited.

6. Edit the information in the Edit Individual HR Data page, and then click the [Save] button.

   • Name: This is the name of the employee whose HR data is to be edited.
   • Employment Date: This is the employment date imported from member information of the Member service.
   • Business Place: Select the business place of the employee. The business place imported from member information is displayed.
   • Bank/Account Number/Account Holder for Payroll: Enter the account information of the employee necessary for payroll deposit.
   • Bank/Account Number/Account Holder for Bonus: Enter the account information of the employee necessary for bonus deposit.
   • Bank/Account Number/Account Holder for Retirement Benefit: Enter the account information of the employee necessary for retirement benefit deposit.
   Note

   The account information entered by the admin is reflected in My Information > Manage Payroll Account of the user.
   To set the change availability of bank accounts manually by employee, see the Set Payroll menu.

   • Foreigner Status: Select the foreigner status.
     • When selecting as a foreigner, the Fixed Tax Rate Application Start Date/Maturity Date field is displayed under Tax Amount (Tax Rate).
       
   • Residence Status: Select the residence status.
   • Nationality: Select the nationality.
     • It is displayed in integration with the nationality information of the employee registered in the Member service.
     • If you select a nationality other than Republic of Korea, then the Passport Number field is displayed.
   • Passport Number: Enter the passport number.
   • Union Enrollment Status: Select the union enrollment status. The deduction status is determined according to the settings in the Manage Calculation Formula menu.
     • If you select [Yes] for the union status, then the calculation method set in the [Payroll Calculation Formula] tab of Payroll > Settings > Manage Calculation Formula is applied.
     • Refer to Payroll Calculation Formula in Payroll > Settings > Manage Calculation Formula.
   • Class: Enter the class when using the class table.
     • If you enter the class as "1," it is recognized as the class and job grade of the selected target, then finding Job Grade Class 1 from the [Class Table] and automatically entering it in the Class Payroll Master.
     • You can set it in the Class Payroll Master tab of the Payroll > Settings > Manage Master menu.
   • Total Number of Family Members for Deduction (Excluding Self): You can import and edit the number of family members applicable for deduction from the family list entered in the Member service, excluding the employee.
   • Number of Children Between Ages of 7 and 20 Among Family Members for Deduction: You can import and edit the number of children between the ages of 7 and 20 applicable for deduction from the family list entered in the Member service.
   • Income Tax Withholding Tax Rate: The basic tax rate is 100%. For the selected employee, you can select among 80%, 100%, and 120%.
   • Fixed Tax Rate Application Start Date/Maturity Date: For a foreigner applied with the fixed tax rate, enter the fixed tax rate application start date and maturity date.
     • For foreigners applicable for the general tax rate identical to Koreans, don't enter the fixed tax rate application start and maturity dates.
   • Health Insurance Deduction Method: Select the health insurance deduction method. The default setting is Standard. If you don't want to deduct health insurance, then select Do Not Deduct.
   • Health Insurance Monthly Remuneration: Enter the monthly remuneration amount notified by the National Health Insurance Service.
     • For joining employees, enter the monthly remuneration for health insurance filed when reporting the acquisition of health insurance. You can check after logging in to National Health Insurance EDI (nhis.or.kr) using a joint certificate.
     • You can click the [Change History] button to view the change history of National Pension monthly remuneration.
   • Health Insurance Reduction Rate/Long-term Care Insurance Reduction Rate: Select the reduction rate. The default reduction rate is 0%.
   • National Pension Deduction Method: Select the national pension deduction method. The default setting is Standard. If you don't want to deduct national pension, then select Do Not Deduct.
   • National Pension Monthly Remuneration: Enter the monthly remuneration amount notified by the National Pension Service.
     • For joining employees, enter the monthly remuneration amount for health insurance filed when reporting the acquisition of health insurance. You can check by logging in to National Pension EDI Service (nps.or.kr) using a joint certificate.
     • You can click the [Change History] button to view the change history of National Pension monthly remuneration.
   • Employment Insurance Deduction Method: Select the employment insurance deduction method. The default setting is Standard. If you don't want to deduct employment insurance, select Do not deduct.
     Note

     In the insurance premium deduction method settings, "Standard" refers to the deduction method based on the standards of health insurance, employment insurance, and national pension.

   • Reduction Type: Select the applicable reduction type, such as the reduction of youth income tax for small and medium-sized businesses.
   • Reduction Start/Maturity Date: Enter the reduction start date and maturity date.
   • Reduction Rate: The final wage and salary income tax x reduction rate calculated according to the applicable reduction type is entered.
   • Retirement Pension Type: Select from Defined Benefit (DB) / Defined Contribution (DC) / Individual Retirement Pension (IRP).
   • Retirement Pension Investment Manager: Select the retirement pension investment manager.
   • Retirement Pension Account Number/Account Holder: Enter the account number and account holder.
   • Executive Status: Select the executive status.
   • Work Start Recognition Date/Number of Service Period Exclusion Days: Enter the work start recognition date and the number of days excluded from the service period.
     • Work Start Recognition Date: If a work start date different from the employment date exists, then enter the work start recognition date.
     • Number of Service Period Exclusion Days: Enter additional days as a negative (-) number, and enter excluded days as a positive number. The number of days will be reflected when calculating the retirement pension.
   • Retirement Date/Retirement Benefit Interim Settlement Date
     • Retirement Date: You can import the retirement date from the member information, and edit it if needed. The edited retirement date is not integrated with the member information.
     • Retirement Benefit Interim Settlement Date: Enter the retirement benefit interim settlement date or the latest interim settlement date (if interim settlements were done multiple times).
   • Retirement Cause Under Tax Law: Select the reason for retirement under tax law.

Manage Calculation Formula

You can set and manage calculation formulas for items that require calculation settings, such as payroll, overtime work allowances, payroll changes, retirement benefits, and retirement pensions.

Payroll calculation formula

When calculating payroll for each HR item such as the employment type, job grade, and job position, you can manage the calculation rules.

By default, they are provided based on 6 payroll items. You can edit the calculation formula provided according to the company's standards to use it.

The Payroll Calculation Formula page is laid out as follows.

Add Payroll Calculation Formula

The following describes how to add a new payroll calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.

2. Click the Settings > Manage Calculation Formula menu.

3. Click the [Payroll Calculation Formula] tab.

4. Click the [Add] button.

5. Enter the information in the Add Payroll Calculation Formula pop-up window, and click the [Save] button.

   • Target Payroll Code: Select the payroll item to apply the calculation formula.
     • This is used if you select Apply Calculation Formula (F) as the calculation method in the [Manage Payroll Code] tab of the Payroll > Settings > Manage Code.
   • Select Condition: Select the conditions. You can select from Employment Type, Job Grade, Job Position, Business Place, and Union Status. After selecting the item, click the [Find] button to select the target in the Select Target pop-up window, and click the [Select] button.
   • Base Payroll Used for Calculation: Click the [Add] button to set the base payroll to be used for calculation.
     • Base Payroll: All payroll items set are displayed.
     • Base Payroll Calculation Standard: Select the base payroll calculation standard.
       • Payroll Master: This payroll master is set for each individual. You can check the amount of the payroll master in the [Individual Payroll Master] tab of the Payroll > Settings > Manage Master menu.
       • Actual Payment Amount: This is the payroll value that applied prorate calculation, etc., to the amount of the payroll master. You can check the actual payment amount in the Payroll > Payroll > Enter Payroll menu.
     • Calculation Rate (%): Enter the calculation rate to be used to calculate the base payroll. Enter 1 for 1%.
     • Add Computation: You can select the computation symbols (＋, ×, －, ÷) to apply to the base payroll calculation rate (%). If you don't have any computation formula to add, then don't select Add Computation.
     • Select Computation Condition: You can select the conditions for applying the computation formula when applying additional computation from Employment Type, Job Grade, and Job Position.
   Note

   You can enter by adding the Add Computation condition without setting the Base Payroll Used for Calculation. However, since there is no base payroll to be used for calculation, you can only add computation conditions for + and -.
   For example, when paying a monthly transportation cost of 30,000 KRW to employees whose employment type is Regular, select + for Add Computation and Employment Type for Select Computation Condition before entering the calculation value.

   Note

   • For union fee calculation formula settings, you can edit or add by referring to the default settings provided. Select Union Status for Select Condition and click the [Add] button. The type (Union Status) and code name (Yes/No) are displayed and can be selected in the Select Target pop-up window.
   • The union enrollment status settings of the target can be set by selecting the union enrollment status under Employee Information of the [Individual HR Data] tab in the Payroll Service > Settings > Manage Master menu.
   • For example, when deducting additional union fees according to the job grade by calculating 1% of the actual basic salary paid and 0.5% of the actual meal allowance paid, you can set it as follows. For items (job grades) not added in Select Computation Condition, only Base Payroll Used for Calculation is calculated.

   

Edit Payroll Calculation Formula

The following describes how to edit payroll calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Payroll Calculation Formula] tab.
4. From the payroll calculation formula list, click of the target to be edited.
5. Edit the information in the Edit Payroll Calculation Formula pop-up window, and then click the [Save] button.
   • For more details about editing items, see Add Payroll Calculation Formula.

Download Payroll Calculation Formula

The following describes how to download payroll calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Payroll Calculation Formula] tab.
4. Click the [Download] button.
   • The payroll calculation formula list is downloaded as an Excel file.

Overtime Work Allowance Calculation Formula

You can set the calculation formula for the overtime work allowance.

By default, they are provided based on 6 payroll items. You can edit the calculation formula provided according to the company's standards to use it.

The Overtime Work Allowance page is laid out as follows.

Add Overtime Work Allowance Calculation Formula

The following describes how to add a new overtime work allowance calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Overtime Work Allowance Calculation Formula] tab.
4. Click the [Add] button.
5. Enter the information in the Add Overtime Work Allowance Calculation Formula pop-up window, and click the [Save] button.

   • Overtime Work Code Name: Select the overtime work code name. For the method of searching overtime work codes, see View Overtime Work Code of Payroll > Settings > Manage Code.

   • Ordinary Wage Type: Select the type of ordinary wage.

     • You can only select the ordinary wage type set in Payroll > Settings > Manage Code > Set Ordinary Wage.

   • Monthly Fixed Hours: This value becomes the denominator in the overtime work allowance calculation formula, set to 209 hours. The set hours can be edited.

   • Payment Rate (%): Enter the payment rate according to the overtime work allowance.

     Note

     • The calculation formula of remaining annual leaves is calculated as "ordinary wage/monthly fixed work hours × 8 hours x number of remaining annual leave days × payment rate (%)."
     • To calculate the remaining annual leaves in days, it is automatically multiplied by "8 hours."
     • When calculating the remaining annual leaves in Number of Days, the payment rate must be checked.

   • Target Payroll Code Name: Select the payroll code name to enter the calculation value.

     • Select the target payroll code name setting if you set the calculation method as Apply Overtime Work Allowance (O) in Payroll > Settings > Manage Code > Payroll Code.

Edit Overtime Work Allowance Calculation Formula

The following describes how to edit the overtime work allowance calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Overtime Work Allowance Calculation Formula] tab.
4. From the overtime work allowance calculation formula list, click of the target to be edited.
5. Edit the information in the Enter Overtime Work Allowance Calculation Formula pop-up window, and then click the [Save] button.
   • For more details about editing items, see Add Overtime Work Allowance Calculation Formula.

Download Overtime Work Allowance Calculation Formula

The following describes how to download an overtime work allowance calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Overtime Work Allowance Calculation Formula] tab.
4. Click the [Download] button.
   • The overtime work allowance calculation formula list is downloaded as an Excel file.

Payroll Change Calculation Formula

You can set the payroll payment rate for payroll change periods such as leave (paid), probation, discipline, or unpaid leave.

The Payroll Change Calculation Formula page is laid out as follows.

Add/Edit/Delete Payroll Change Calculation Formula

The following describes how to add, edit, and delete a new payroll change calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Payroll Change Calculation Formula] tab.
   • You can search the payroll change calculation formulas currently registered.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the payroll change calculation formulas that match the entered conditions.
5. Click the [Add] button.
6. Enter the information in the line field newly added to the payroll change calculation formula list, and click the [Save] button.
   • Payroll Change Classification: Select the payroll change classification name to set.
     • Among payroll change classifications, classification names related to leave can be set in the Member > Member Settings > Set Leave Classification menu.
   • Payroll Code Name: Select the payroll code name to reflect the calculation rate.
     • Select the payroll code name to apply the calculation formula if you set the calculation formula method as Payroll Master in the [Manage Payroll Code] tab of the Payroll > Settings > Manage Code menu.
   • Calculation Rate (%): Enter the calculation rate to be paid.
     • For the same payroll change classification name, the payroll item with no calculation rate set is calculated as 0%.
     • For example, if you want to only pay 70% of the basic salary while paying 100% for the rest of the payroll items during the probation period, enter 70 for the basic salary and 100 for the rest of the payroll items in Payroll Code Name.
   • The + symbol is displayed on the line for which the additional task is incomplete.

• To edit the payroll change calculation formula, change the field information of the applicable payroll change calculation formula, and then click the [Save] button.
• To delete the payroll change calculation formula, click of the applicable payroll change calculation formula.

Download Payroll Change Calculation Formula

The following describes how to download payroll change calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Payroll Change Calculation Formula] tab.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the payroll change calculation formulas that match the entered conditions.
5. Click the [Download] button.
   • The payroll change calculation formula is downloaded as an Excel file.

Retirement benefit calculation formula

You can set the calculation formula used to calculate retirement benefits. You can manage 2 or more retirement benefit calculation formulas, for reasons such as merger.

The calculation formula is provided based on one type of retirement benefit. You can edit and use the provided calculation formula.

The Retirement Benefit Calculation Formula page is laid out as follows.

Add Retirement Benefit Calculation Formula

The following describes how to add a new retirement benefit calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Retirement Benefit Calculation Formula] tab.
4. Click the [Add Calculation Formula] button.
5. Enter the information in the Enter Retirement Benefit Calculation Formula page, and click the [Save] button.

   • Management Number/Calculation Formula Name: Enter the management number and calculation formula name.

     • The management number and calculation formula name in retirement benefit calculation formula and retirement pension calculation formulas can't be duplicated.

   • Employees With Less Than a Year of Service: Select whether to calculate retirement benefits for employees who worked for less than a year.

   • Payroll Included in Average Payroll: The average payroll is calculated according to the retirement benefit mark set in Manage Payroll Code.

     • You can set the retirement benefit mark in the [Manage Payroll Code] tab of the Payroll > Settings > Manage Code menu.

   • Average Payroll Type: This refers to the calculation formula for the average payroll. Select Average Daily Payroll or Average Monthly Payroll.

     • Average Daily Payroll = (Payroll for Last 3 Months + Yearly Bonuses × 3/12) ÷ Number of Days in Last 3 Months
     • Average Monthly Payroll = (Payroll for Last 3 Months + Yearly Bonuses × 3/12) ÷ 3

   • Service Period Application Standard: Select according to the Years of Service, Months of Service, or days or service. The retirement benefit calculation formula for each method is as follows:

     • When applying Years of Service: Retirement Benefit = Average Daily Payroll × 30 × Years of Service, or Average Monthly Payroll × Years of Service
     • When applying Months of Service: Retirement Benefit = Average Daily Payroll × 30 × Months of Service/12, or Average Monthly Payroll × Months of Service/12
     • When applying Days of Service: Retirement Benefit = Average Daily Payroll × 30 × Days of Service/365, or Average Monthly Payroll × Days of Service/365

   • Calculation Method of Months of Service: This item is activated if you selected Months of Service for the Service Period Application Standard. You can select one of the following 3 methods.

     • Months of Service = Days of Service/30
     • Months of Service = Elapsed Months + Leftover Days/30
     • Months of service = elapsed months + leftover days/size of month
     Note

     • Leftover days refer to number of days less than a month.
     • For example, if you worked for 16 months and 10 days,
       • if you select Elapsed Months + Leftover Days/30, the Months of Service become 16 + 10/30 = 16.33333 months.
       • If you select Elapsed Months + Leftover Days/Size of Month, then the Months of Service become 16+10/31 = 16.32258 months.

   • Calculation Method of Years of Service: This item is activated if you selected Years of Service for the Service Period Application Standard. You can select one of the following 3 methods.

     • Years of Service = Days of Service/365
     • Years of Service = Elapsed Years + Elapsed Months/12 + Leftover Days/365
     • Years of service = elapsed years + elapsed months/12 + leftover days/days for the year
     Note

     • Leftover days refer to number of days less than a month.
     • The application of "days for the year" refers to the days for the year that the leftover days belong to, and 365 for the common year and 366 for the leap year is applied automatically.
     • For example, if worked for 6 years, 10 months, and 12 days,
       • If you select Elapsed Years + Elapsed Months/12 + Leftover Days/365, then the Years of Service become 6 + 10/12 + 12/365 = 6.8662 years.

   • Progressive Retirement Benefit System: Select the progressive rate (value) when increasing the retirement benefit according to Years of Service.

     • None: Select this if you don't apply the progressive retirement benefit system.
     • Apply Increase Rate (Years of Service after increase = Years of Service * increase rate)
     • Apply Increase Rate (Years of Service after increase = Years of Service ＋ increase value)
     Note

     When selecting the progressive retirement benefit system, you must set the Increase Section.
     You can enter the Increase Section settings after saving the basic information. For more information, see Edit Retirement Benefit Calculation Formula.

   • Border Classification: When using the progressive retirement benefit system, select the border classification method for the period to apply the progressive rate.

     • If the increase rate (1.2) is applied based on the Months of Service and the employee worked for 12 months, then the results are as follows according to the border value.
       • If you selected At or Over, then the increase rate applies at or over 12 months, so the Months of Service after the increase become 12*1.2 = 14.4 months.
       • If you selected Over, then the increase rate applies when exceeding 12 months, so the increase is not applied for 12 months. Therefore, the Months of Service after the increase remain at 12 months.

   • Stop Using: Select the usage status of the retirement benefit calculation formula set. Even if the retirement benefit calculation formula is disabled, the amount of retirement benefit already calculated doesn't change.

Edit Retirement Benefit Calculation Formula

The following describes how to edit retirement benefit calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Retirement Benefit Calculation Formula] tab.
4. From the retirement benefit calculation formula list, click of the target to be edited.
5. Edit the information in the Enter Retirement Benefit Calculation Formula pop-up window, and then click the [Save] button.

   • Increase Section: Click the [Add] button to enter the increase rate, and then click the [Save] button.

     • Management Number: It displays the management number of the selected retirement benefit calculation formula.
     • Service Period Classification: The selected service period application standard is applied.

     Service Period Application Standard	Service Period Classification Display
     Years of Service (Retirement Benefit = Average Daily Payroll × 30 × Years of Service)	Year
     Months of service (retirement benefit = average daily payroll x 30 x months of service/12)	Month
     Days of service (retirement benefit = average daily payroll x 30 x days of service/365)	Day
     Years of service (retirement benefit = average daily payroll x years of service)	Year
     Months of service (retirement benefit = average daily payroll x months of service/12)	Month
     Days of service (retirement benefit = average daily payroll x days of service/365)	Day

     • Start of Increase Section: Enter the value from which the increase section starts.
     • Border Classification: Select GE - At or Over or GT - Over according to the increase rate and increase value selected in the Progressive Retirement Benefit System.
     • Increase Rate: Enter the rate to be multiplied to the service period.
     • Increase Value: Enter the value to be added to the service period.

   • You can edit the entered increase rate (value) or delete the selected line field by clicking the [Edit] or [Delete] button in the increase section list.

   • For more details about other editing items, see Add Retirement Benefit Calculation Formula.

   • Even if the retirement benefit calculation formula is edited, the amount of retirement benefit already calculated doesn't change.

Download Retirement Benefit Calculation Formula

The following describes how to download retirement benefit calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Retirement Benefit Calculation Formula] tab.
4. Click the [Download] button.
   • The retirement benefit calculation formula list is downloaded as an Excel file.

Retirement pension calculation formula

You can set the calculation formula for the payment amount of DC-type retirement pension (retirement pension hereafter). You can register and manage without limits in the number of calculation formulas.

The Retirement Pension Calculation Formula page is laid out as follows.

Add Retirement Pension Calculation Formula

The following describes how to add a new retirement pension calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Retirement Pension Calculation Formula] tab.
4. Click the [Add] button.
5. Enter the information in the Enter Retirement Pension Calculation Formula page, and click the [Save] button.

   • Management Number/Calculation Formula Name: Enter the management number and calculation formula name.

     • The management number and calculation formula name in retirement benefit calculation formula and retirement pension calculation formulas can't be duplicated.

   • Employees With Less Than a Year of Service: Select whether to calculate retirement benefits for employees who worked for less than a year.

   • Payroll Included in Average Payroll: The average payroll is calculated according to the retirement benefit mark set in Manage Payroll Code.

     • You can set the retirement benefit mark in the [Manage Payroll Code] tab of the Payroll > Settings > Manage Code menu.

   • Average Payroll Type: This refers to the calculation formula for the average payroll. Select Average Daily Payroll or Average Monthly Payroll.

     • Average Daily Payroll = (Payroll for Last 3 Months + Yearly Bonuses × 3/12) ÷ Number of Days in Last 3 Months
     • Average Monthly Payroll = (Payroll for Last 3 Months + Yearly Bonuses × 3/12) ÷ 3

   • Service Period Application Standard: Select according to the Years of Service, Months of Service, or days or service. The retirement benefit calculation formula for each method is as follows:

     • When applying Years of Service: Retirement Benefit = Average Daily Payroll × 30 × Years of Service, or Average Monthly Payroll × Years of Service
     • When applying Months of Service: Retirement Benefit = Average Daily Payroll × 30 × Months of Service/12, or Average Monthly Payroll × Months of Service/12
     • When applying Days of Service: Retirement Benefit = Average Daily Payroll × 30 × Days of Service/365, or Average Monthly Payroll × Days of Service/365

   • Calculation Method of Months of Service: This item is activated if you selected Months of Service for the Service Period Application Standard. You can select one of the following 3 methods.

     • Months of Service = Days of Service/30
     • Months of Service = Elapsed Months + Leftover Days/30
     • Months of service = elapsed months + leftover days/size of month
     Note

     • Leftover days refer to number of days less than a month. It is calculated in the same method as the leftover days of the retirement benefit.
     • For example, if you worked for 16 months and 10 days,
       • if you select Elapsed Months + Leftover Days/30, the Months of Service become 16 + 10/30 = 16.33333 months.
       • If you select Elapsed Months + Leftover Days/Size of Month, then the Months of Service become 16+10/31 = 16.32258 months.

   • Calculation Method of Years of Service: This item is activated if you selected Years of Service for the Service Period Application Standard. You can select one of the following 3 methods.

     • Years of Service = Days of Service/365
     • Years of Service = Elapsed Years + Elapsed Months/12 + Leftover Days/365
     • Years of service = elapsed years + elapsed months/12 + leftover days/days for the year
     Note

     • Leftover days refer to number of days less than a month. It is calculated in the same method as the leftover days of the retirement benefit.
     • The application of "days for the year" refers to the days for the year that the leftover days belong to, and 365 for the common year and 366 for the leap year is applied automatically.
     • For example, if worked for 6 years, 10 months, and 12 days,
       • If you select Elapsed Years + Elapsed Months/12 + Leftover Days/365, then the Years of Service become 6 + 10/12 + 12/365 = 6.8662 years.

• Calculation Standard: Select the calculation standard.

  • Yearly accumulation rate according to Years of Service: This is when the yearly accumulation rate changes according to the Years of Service. This is similar to application of increase system in retirement benefit.

    

  • Fixed yearly accumulation rate: This method applies the same yearly accumulation rate to all employees.

    

    Note

    If you selected Yearly accumulation rate according to service period, then you must set the accumulation section.
    You can enter the Accumulation Section settings after saving the basic information. For more information, see Edit Retirement Pension Calculation Formula.

• Fixed Yearly Accumulation Rate (1 for 100%): You can enter this item if you selected Fixed yearly accumulation rate for the Calculation Standard. The yearly accumulation amount is calculated by applying the yearly accumulation rate entered in the yearly payroll.

  • For example, when accumulating 1/12 of the yearly payroll, enter 0.0833333 as the accumulation rate.

• Border Classification: If you selected Yearly accumulation rate according to service period for the Calculation Standard, then you can select At or Over or Over.

  • This is the Border Classification settings of retirement benefit. For more information, see Add Retirement Pension Calculation Formula.

• Stop Using: Select whether to disable the retirement pension calculation formula set. Even if the retirement pension calculation formula is disabled, the amount of retirement pension already calculated doesn't change.

Edit Retirement Pension Calculation Formula

The following describes how to edit retirement pension calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Retirement Pension Calculation Formula] tab.
4. From the retirement pension calculation formula list, click of the target to be edited.
5. Edit the information in the Enter Retirement Pension Calculation Formula window, and then click the [Save] button.
   • Accumulation Section: Click the [Add] button to enter the accumulation rate in the Accumulation Rate of Accumulation Section pop-up window, and then click the [Save] button.

     • Management Number: It displays the management number of the selected retirement pension calculation formula.

     • Period Classification: The selected service period application standard is applied.

       Service Period Application Standard	Service Period Classification Display
       Years of Service	Year
       Months of Service	Month
       Days of Service	Day

     • Start of Accumulation Section: Enter the value from which the accumulation section starts.

     • Yearly Accumulation Section Border Standard: Select GE - At or Over or GT - Over according to the yearly accumulation rate based on the service period.

     • Accumulation Rate: Enter the accumulation rate. When accumulating one month worth of retirement pension per year, enter 1. Enter the value calculated by 1/12.

   • You can edit the entered accumulation rate (value) or delete the selected line field by clicking the [Edit] or [Delete] button in the accumulation section list.
   • For more details about other editing items, see Add Retirement Pension Calculation Formula.
   • Even if the retirement pension calculation formula is edited, the amount of retirement pension already calculated doesn't change.

Download Retirement Pension Calculation Formula

The following describes how to download retirement pension calculation formula.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Manage Calculation Formula menu.
3. Click the [Retirement Pension Calculation Formula] tab.
4. Click the [Download] button.
   • The retirement benefit calculation formula list is downloaded as an Excel file.

Set Reports

You can set and manage the designs of reports with various designs.

Payroll Ledger

You can set the design of the payroll ledger to be downloaded as an Excel file.

By default, one payroll ledger template is provided. You can edit the provided payroll ledger to use, and you can set the items and display order suitable for the situation of each company.

The Payroll Ledger page is laid out as follows.

Add Payroll Ledger

The following describes how to add a new payroll ledger.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Payroll Ledger] tab.
4. Click the [Add] button.
5. Set the information in the Set Payroll Ledger page, and click the [Save] button.
   • Payroll Ledger Number: Select the number to manage the payroll ledger with.
   • Payroll Ledger Name: Enter the name of the payroll ledger.
   • Select HR Items/Selected HR Items: Select the HR items to be displayed in the payroll ledger, and set the display order.
     • • Select the HR items to be displayed in the payroll ledger in the Select HR Items area on the left side, and click the [→] button. On the contrary, you can exclude items from the HR items to be displayed by selecting items in the Selected HR Items area and clicking the [←] button.
     • You can change the order by clicking the [↑] or [↓] button in the Selected HR Items area.
   • Select Payroll Items/Selected Payroll Items: Select the payroll items to be displayed in the payroll ledger, and set the display order.
     • • Select the payroll items to be displayed in the payroll ledger in the Select Payroll Items area on the left side, and click the [→] button. On the contrary, you can exclude items from the payroll items to be displayed by selecting items in the Selected Payroll Items area and clicking the [←] button.
     • You can change the order by clicking the [↑] or [↓] button in the Selected Payroll Items area.

The payroll ledger is displayed in the set order.

You can search the set payroll ledgers in the [View Payroll Ledger] tab of the Payroll Service > Payroll > View Payroll menu, and save them in the Excel file format.

Edit Payroll Ledger

The following describes how to edit payroll ledgers.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Payroll Ledger] tab.
4. From the payroll ledger list, click of the target to be edited.
5. Edit the information in the Standard Payroll Ledger Details page, and then click the [Save] button.
   • For more details about editing items, see Add Payroll Ledger.

Bank Transfer File

You can set the design of the bank transfer file for payroll to be downloaded as Excel files.

The default templates of 5 banks are provided based on the payroll payment accounts. You can edit the provided templates to use.

The Payroll Ledger page is laid out as follows.

The banks listed below provide payroll transfer files that enable registration of mass transfer files without edits in places such as bank websites.
When proceeding with mass transfer by making an inquiry to the branch employee of the transaction bank, the file format may differ among branches, even for the same bank. Proceed after checking.

Add Bank Transfer File

The following describes how to design a new bank transfer file.

1. In the WORKPLACE PC web page, click the [All Services] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Bank Transfer File] tab.
4. Click the [Add] button.
5. Set the information in the Select Bank Transfer File Items page, and click the [Save] button.
   • Management Number: Enter the number to manage the bank transfer file with.
   • Name: Enter the name for the bank transfer file management number.
   • Note for Receiving Account: Enter the note to be indicated on the employee's account.
   • Text on Withdrawing Account: Enter the note to be indicated on the employer's account.
   • Withdrawing Account Number: Enter the account number of the account the payroll is to be withdrawn.
   • Location Code: Enter as necessary.
   • Other Item: Enter as necessary.
   • Include Dash in Payment Date: Select whether to include the dash (-) symbol in the payment date.
   • Remove Dash in Account Number: Select whether to include the dash (-) symbol in the account number.
   • Select Display Items/Selected Display Items: Select the items to be displayed in the bank transfer file.
   • • Select the items to be displayed in the bank transfer file in the Select Display Items area on the left side, and click the [→] button. On the contrary, you can exclude items from the display items to be displayed by selecting items in the Selected Display Items area and clicking the [←] button.
   • You can change the order by clicking the [↑] or [↓] button in the Selected Display Items area.

You can create the set bank transfer file in Payroll > Payroll > Create Payroll File > Create Bank Transfer File and save it as an Excel file.

Edit Bank Transfer File

The following describes how to edit bank transfer files.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Bank Transfer File] tab.
4. From the payroll ledger list, click of the target to be edited.
5. Edit the information in the Select Bank Transfer File Items page, and then click the [Save] button.
   • For more details about editing items, see Add Bank Transfer File.

Payroll Slip

You can integrate payroll slips to the Accounting service, and design them to be downloaded as Excel files.

The basic template is provided based on the payroll slip that can be integrated with the Accounting service. You can edit the provided template to use, but create and use a new payroll slip if possible (advised).

The Payroll Slip page is laid out as follows.

Add Payroll Slip

The following describes how to add a new payroll slip.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Payroll Slip] tab.
   • It is searched based on the payroll codes currently registered.
4. Click the [Add] button.
5. Enter the information in the line field newly added to the payroll slip list, and click the [Save] button.
   • Management Number: Enter the number to manage the payroll slip with.
   • Payroll Slip Name: Enter the name of the payroll slip.
   • Payable Account Code: When using the WORKPLACE accounting service, payable account titles are displayed by default, and click to select account code registered in the accounting service. When you do not use the WORKPLACE accounting service, manually enter the payable account code of the subscribed external accounting program.
   • Debit/Credit Not Classified: Select whether to classify debit/credit. If you selected Yes, then the credit is displayed as a negative (-) number.
   • Swap Debit/Credit When Negative: Select Yes or No, depending on whether you want to swap debit/credit when the number is negative.
   • To delete the payroll slip, click of the corresponding payroll slip.

You can save the set payroll slip as an Excel file after creating in the [Create Payroll Slip] tab in the Payroll Service > Payroll > Create Payroll File menu.

Edit Payroll Slip Details

The following describes how to edit payroll slips.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.

2. Click the Settings > Set Reports menu.

3. Click the [Payroll Slip] tab.

   • It is searched based on the payroll codes currently registered.

4. From the payroll slip list, click of the target to be edited.

5. Enter the information in the Set Standard Payroll Slip Processing Items page, and then click the [Save] button.

   • Payroll Code: Select the payroll code.
   • Department: Select the department.
   • Debit/Credit: Select Debit or Credit.
   • Accounting Account Code: It displays the slip code set in Manage Payroll Code.
     • When using the WORKPLACE accounting service, accounting account code of the accounting service is entered by default and displayed. If the account code needs to be edited, click to select account code registered in accounting. When you do not use the WORKPLACE accounting service, manually enter account code of the subscribed external accounting program.
   • Note: It displays the slip note set in Manage Payroll Code.
     • You can edit the note in the [Manage Payroll Code] tab of the Payroll Service > Settings > Manage Code menu.
   • Aggregation Standard: Select By Company or By Department, depending on the aggregation standard.
   • Click the [Add] button and enter the information to add a payroll code.
   • To delete payroll code, select the payroll code, and then click the [Delete] button.
     • If you delete the payroll code line created by default, the selected line is reset, rather than being deleted.
     • If the payroll code created by default and an additional payroll code are both entered, the selected line is completely deleted.
   Caution

   If there is not accounting account, it is added to the sum of the payable account code. Make sure to enter the accounting account code to check the total amount of debit/credit.

Retirement Benefit Slip

You can integrate retirement benefit (pension) slips to the Accounting service, and design them to be downloaded as Excel files.

The Retirement Pension Slip page is laid out as follows.

Add/Edit/Delete Retirement Benefit Slip

The following describes how to add, edit, and delete retirement benefit (pension) slips.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Retirement Benefit Slip] tab.
   • You can search the retirement pension slips currently registered.
4. Click the [Add] button.
5. Enter the information in the line field newly added to the retirement pension slip list, and click the [Save] button.
   • Management Number: Enter the management number.
   • Name: Enter the name of the management number of the retirement pension slip.
   • Slip Type: Select the slip type from DC-Type Retirement Pension Payment, DB-Type Retirement, Retirement Payroll Allowance Reserve Accumulation, and General Retirement Benefit Retirement.
   • Debit Account Code / Credit Account Code: When using the WORKPLACE accounting service, click to select the account code registered in accounting. When you do not use the WORKPLACE accounting service, manually enter account code of the subscribed external accounting program.
   • Debit Notes / Credit Notes: Enter notes.
   • Swap Debit/Credit When Negative: Select Yes or No, depending on whether you want to swap debit/credit when the number is negative.
   • Income Tax Deposit: Select Yes or No according to the income tax deposit status.

• To edit the retirement pension slip, change the field information of the applicable retirement pension slip, and then click the [Save] button.
• To delete the retirement pension slip, click of the corresponding retirement pension slip.

Enter Income Tax Deposit Code

When taxes for the retirement benefit occur, you can enter the deposit account code for the taxes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Set Reports menu.
3. Click the [Retirement Benefit Slip] tab.
   • You can search the retirement pension slips currently registered.
4. Click the [Income Tax Deposit Code] button.
5. Check or edit the income tax deposit account code in the Retirement Benefit Slip pop-up window, and click the [Save] button.
   • The accounting account code of the Accounting service is entered by default. If the account code needs to be edited, click to select account code registered in accounting. When you do not use the WORKPLACE accounting service, manually enter account code of the subscribed external accounting program.

Import Data

You can upload the data of the payroll that has already been paid before using the WORKPLACE Payroll service at once. You can also utilize it as the payroll data for issuing various certificates or for the year-end tax settlement.

Even after using the Payroll service, you can upload payroll from the past as needed.

Import Payday

You can create paydays for payroll that has already been paid. You can upload paydays for the last 5 years (2018 - 2022) at once, and uploaded paydays are added as paydays in the Payroll Service > Payroll > Manage Payroll menu.

The following describes how to upload payday data.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Import Data menu.
3. Click the [Import Payday] tab.
   • You can search the paydays for which the payroll is calculated in the Payroll service for the last 5 years.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the paydays that match the entered conditions.
5. Click the [Upload] button.
6. In the Upload Payday page, click the [Payday Upload Form] button to download the template file.
   • The sample file is downloaded as an Excel file.
7. Create and save the payday, sequence, etc. by referring to the template file.
8. In the Upload Payday page, drag the payday file into the Drag the file with the mouse. area. You can also click the [Attach File] button to select the payday file and click the [Open] button.
9. From the preview list of upload files, check the details for the payday to be uploaded, and click the [Enter] button.
   • If the upload fails, then you can check the reason in the Upload Error Details area. Resolve the cause of the error and upload again.

Import Payroll Ledger

You can upload the payroll amounts paid in the last 5 years (2018 - 2022) at once.

The following describes how to upload the payroll amount.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Payroll] button.
2. Click the Settings > Import Data menu.
3. Click the [Import Payroll Ledger] tab.
   • You can search the paydays for which the payroll is calculated in the Payroll service for the last 5 years.
4. If necessary, enter the search conditions in the search window, and then click the [Search] button.
   • You can search the paydays that match the entered conditions.
5. Click the [Upload] button.
6. In the Upload Payroll Ledger page, click the [Payroll Ledger Upload Form] button to download the template file.
   • The sample file is downloaded as an Excel file.
7. Create and save the payroll ledger by referring to the template file.
8. In the Upload Payroll Ledger page, drag the payroll ledger file into the Drag the file with the mouse. area. You can also click the [Attach File] button to select the payroll ledger file and click the [Open] button.
9. From the preview list of upload files, check the details for the payroll ledger to be uploaded, and click the [Enter] button.
   • If the upload fails, then you can check the reason in the Upload Error Details area. Resolve the cause of the error and upload again.