Human resource bill management method and device, equipment and storage medium
Through data source mapping and custom formula configuration, human resources bills are automatically generated, solving the problems of low manual management efficiency and frequent errors in small and medium-sized enterprises, and achieving efficient and accurate bill management.
Patent Information
- Application Number
- CN202510843458.1
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-06-23
- Publication Date
- 2025-10-10
AI Technical Summary
Currently, the human resources billing management of small and medium-sized enterprises mainly relies on manual mode, which is inefficient and has a high probability of misoperation. In addition, the diversity of customers in the human resources industry makes bill configuration cumbersome.
By obtaining primary and supplementary data sources, performing field mapping and custom formula configuration, and generating designated bills, automated calculations and data consistency are achieved, reducing manual errors.
It improves bill calculation efficiency, reduces the probability of manual errors, ensures data accuracy and consistency, and supports the bill management needs of diverse customers.
Smart Images
Figure CN120765211A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the technical field of human resource management, and in particular to a human resource billing management method, apparatus, device, and storage medium. Background Art
[0002] Currently, most small and medium-sized enterprises manage their human resources bills manually, but manual bill management is inefficient and has a high probability of misoperation.
[0003] The above content is only used to assist in understanding the technical solution of this application and does not constitute an admission that the above content is prior art. Summary of the Invention
[0004] The main purpose of this application is to provide a human resources bill management method, device, equipment and storage medium, aiming to solve the technical problems of low efficiency and high probability of erroneous operation in current manual bill management.
[0005] To achieve the above objectives, this application proposes a human resources bill management method, which includes:
[0006] Access to primary and / or supplementary data sources;
[0007] Performing at least one of field mapping, configuring a custom formula, and configuring pre-collected and actual collected data generation rules on the bill template based on the primary data source and / or the supplementary data source to obtain a configured template;
[0008] A designated bill is generated based on the configured bill template, the primary data source and / or the supplementary data source.
[0009] In one embodiment, the step of generating a designated bill based on the configured bill template, the primary data source and / or the supplementary data source includes:
[0010] The designated bill is generated by performing fee calculation based on the custom formula in the configured bill template, the primary data source and / or the supplementary data source.
[0011] In one embodiment, the step of performing fee calculation based on the custom formula in the configured bill template, the primary data source, and / or the supplementary data source to generate the designated bill includes:
[0012] Checking whether there is a circular dependency between parameters in the custom formula;
[0013] If there is no circular dependency between parameters in the custom formula, checking whether the parameters used in the custom formula are valid;
[0014] If the parameters used in the custom formula are valid, obtaining detailed data from the primary data source and / or the supplementary data source;
[0015] Calculate each of the detailed data based on the checked custom formula to obtain each detailed calculation result;
[0016] Aggregate the detailed calculation results of the same category and / or the same employee to obtain a total value;
[0017] Based on the checked custom formula, summarizing the detailed calculation results and / or the total value to obtain a summary value;
[0018] The designated bill is generated based on at least one of the detailed calculation results, the total value, and the summary value.
[0019] In one embodiment, the step of calculating each of the detailed data based on the checked custom formula to obtain each detailed calculation result includes:
[0020] For the checked custom formula, obtaining relevant first basic data;
[0021] The step of calculating each of the detailed data based on the checked custom formula to obtain each detailed calculation result includes:
[0022] When calculating each of the detailed data based on the inspection, the relevant first basic data is placed in a corresponding calculation context for calculation to obtain each of the detailed calculation results.
[0023] In one embodiment, the step of aggregating the detailed calculation results and / or the total value based on the checked custom formula to obtain the summary value includes:
[0024] For the checked custom formula, obtaining relevant second basic data;
[0025] The step of aggregating the detailed calculation results and / or the total value based on the checked custom formula to obtain the summary value includes:
[0026] When summarizing the detailed calculation results and / or the total value based on the checked custom formula, the relevant second basic data is placed in the corresponding calculation context for calculation to obtain the summary value.
[0027] In one embodiment, the step of generating a designated bill based on the configured bill template, the primary data source and / or the supplementary data source includes:
[0028] Generate pre-collected bills and actually collected bills based on the configured bill template, the primary data source and / or the supplementary data source;
[0029] Calculating a difference bill based on the pre-collected bill and the actually collected bill;
[0030] The difference will be added to the next bill.
[0031] In one embodiment, applied to a bill management system, the step of generating a designated bill based on the configured bill template, the primary data source, and / or the supplementary data source includes:
[0032] In response to the push account instruction, the designated bill is pushed to the account management system, so that after the user performs at least one operation of confirming, invoicing, and collecting the account in the designated bill in the account management system, the relevant information of the operation is written back to the designated bill, and the written-back designated bill is returned to the bill management system.
[0033] In addition, to achieve the above-mentioned purpose, the present application also proposes a human resources bill management device, which includes:
[0034] A data acquisition module, used to acquire a primary data source and / or a supplementary data source;
[0035] a template configuration module, configured to perform at least one of field mapping, custom formula configuration, and pre-collection and actual collection data generation rules on the bill template based on the primary data source and / or the supplementary data source, to obtain a configured template;
[0036] A bill generation module is used to generate a specified bill based on the configured bill template, the primary data source and / or the supplementary data source.
[0037] In addition, to achieve the above-mentioned purpose, the present application also proposes a human resources bill management device, which includes: a memory, a processor, and a computer program stored on the memory and executable on the processor, wherein the computer program is configured to implement the steps of the human resources bill management method as described above.
[0038] In addition, to achieve the above-mentioned purpose, the present application also proposes a storage medium, which is a computer-readable storage medium. A computer program is stored on the storage medium, and when the computer program is executed by the processor, the steps of the human resources billing management method as described above are implemented.
[0039] One or more technical solutions proposed in this application have at least the following technical effects:
[0040] This application maps fields in the bill template based on the primary data source and / or the supplementary data source, thereby automatically matching and mapping fields in different data sources with fields in the bill template, ensuring data accuracy and consistency and reducing the risk of errors in manual matching and conversion. Furthermore, calculation formulas can be configured in the bill template based on actual needs, and the system will automatically calculate the bill amount based on the custom formula. This flexible formula configuration method can improve calculation efficiency and reduce the probability of manual calculation errors.
[0041] This application maps fields in the bill template based on the primary data source and / or the supplementary data source, thereby automatically matching and mapping fields in different data sources with fields in the bill template, ensuring data accuracy and consistency and reducing the risk of errors in manual matching and conversion. Furthermore, calculation formulas can be configured in the bill template based on actual needs, and the system will automatically calculate the bill amount based on the custom formula. This flexible formula configuration method can improve calculation efficiency and reduce the probability of manual calculation errors. BRIEF DESCRIPTION OF THE DRAWINGS
[0042] The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the present application and, together with the description, serve to explain the principles of the present application.
[0043] In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the following briefly introduces the drawings required for use in the embodiments or the description of the prior art. Obviously, for ordinary technicians in this field, other drawings can be obtained based on these drawings without any creative work.
[0044] Figure 1 A flowchart of the first embodiment of the human resources bill management method of this application is provided;
[0045] Figure 2 This is a flowchart of bill generation in the human resources bill management method for this application;
[0046] Figure 3 This is a flowchart of the expense calculation process based on a custom formula in the human resources billing management method for this application;
[0047] Figure 4 This is a schematic diagram of the module structure of the human resources bill management device according to an embodiment of the present application;
[0048] Figure 5 This is a schematic diagram of the device structure of the hardware operating environment involved in the human resources bill management method in the embodiment of this application.
[0049] The purpose, features and advantages of this application will be further explained in conjunction with the embodiments and with reference to the accompanying drawings. DETAILED DESCRIPTION
[0050] It should be understood that the specific embodiments described herein are merely used to explain the technical solutions of the present application and are not intended to limit the present application.
[0051] In order to better understand the technical solution of the present application, a detailed description will be given below in conjunction with the accompanying drawings and specific implementation methods.
[0052] The main solution of the embodiment of the present application is: obtaining a primary data source and / or a supplementary data source; performing field mapping, configuring custom formulas, and configuring at least one of pre-collected and actual collected data generation rules on the bill template based on the primary data source and / or the supplementary data source to obtain a configured template; and generating a specified bill based on the configured bill template, the primary data source and / or the supplementary data source.
[0053] In this embodiment, for ease of description, the following description is made with the bill management system as the execution entity.
[0054] Currently, most small and medium-sized enterprises manage their human resources bills manually, which is inefficient and prone to errors. Furthermore, the human resources industry is characterized by a large number of client accounts, each of which can vary significantly, with varying headers, data sources, and calculation methods. Manual processing, however, can be very costly.
[0055] This application provides a solution that maps fields in the bill template based on the primary data source and / or the supplementary data source, thereby automatically matching and mapping fields in different data sources with fields in the bill template, ensuring data accuracy and consistency and reducing the risk of errors in manual matching and conversion. Furthermore, calculation formulas can be configured in the bill template based on actual needs, and the system will automatically calculate the bill amount based on the custom formula. This flexible formula configuration method can improve calculation efficiency and reduce the probability of manual calculation errors.
[0056] It should be noted that the execution subject of this embodiment may be a computing service device with data processing, network communication, and program execution functions, such as a tablet computer, personal computer, mobile phone, etc., or an electronic device capable of implementing the above functions, a human resources billing management device, etc., or an electronic system capable of implementing the above functions, a billing management system, etc. The following uses the billing management system as an example to illustrate this embodiment and the following embodiments.
[0057] Based on this, the embodiment of the present application provides a human resources bill management method, referring to Figure 1 , Figure 1 This is a flowchart of the first embodiment of the human resources bill management method of this application.
[0058] In this embodiment, the human resources bill management method includes steps S10 to S30:
[0059] Step S10, obtaining a primary data source and / or a supplementary data source;
[0060] Among them, the primary data source is the data source that stores core business logic and key calculation results in the business system.
[0061] Optionally, the main data source may include intelligent salary calculation, pre-tax tax calculation, social security monthly statement, etc.
[0062] Among them, the supplementary data source is the data source that provides basic information or auxiliary support for the main data source.
[0063] Optionally, supplemental data sources may include customer files, rosters, etc.
[0064] Alternatively, you can refer to Figure 2 , Figure 2 This is a flowchart of bill generation in the human resources bill management method for this application.
[0065] exist Figure 2 Before step S10, the process also includes importing / adding new customers and managing customer-related personnel.
[0066] Importing or adding new customers involves entering basic customer information into the HR billing management system. Customers may be businesses, institutions, or other entities requiring HR services. The importing or adding of new customers process typically involves filling in basic customer information, such as company name, contact person, contact information, and address.
[0067] Furthermore, customer information can be manually entered through the interface provided by the system, or the information of multiple customers can be imported into the system at one time through a batch import function (such as an Excel spreadsheet).
[0068] After entering customer information into the system, it's necessary to further manage the information of the people associated with the customer. These people may be employees, partners, or other personnel involved in HR services. Managing customer-associated people includes adding, editing, and deleting person information, as well as establishing relationships between people and customers.
[0069] Furthermore, you can typically create a list of associated personnel for each customer in the system, allowing you to add or edit personnel information one by one. A batch import function can also be provided to quickly add large amounts of personnel information. Furthermore, the system should support the ability to set up relationships between personnel and customers, ensuring that personnel information is correctly attributed to the corresponding customer.
[0070] Step S20: performing field mapping, configuring a custom formula, and configuring at least one of pre-collected and actual collected data generation rules on the bill template based on the primary data source and / or the supplementary data source to obtain a configured template;
[0071] Field mapping refers to the process of establishing a correspondence between fields in the data source and fields in the target template.
[0072] During field mapping, you need to identify the relevant fields in the data source and target template and establish a corresponding relationship between them. For example, if there is a field called "Employee Name" in the data source and a field in the target template that displays employee names, you need to map these two fields.
[0073] During the HR bill generation process, field mapping ensures that data extracted from data sources (such as employee information systems and payroll systems) is accurately populated into bill templates. For example, fields such as employee name, salary, and benefits are mapped to corresponding locations in the bill template.
[0074] Optionally, fields in the same template can be set individually. For example, the data source for field A can be set to Smart Salary Calculation - Payable Salary, and field B can be set to Monthly Statement - Pension Insurance Amount.
[0075] In addition, the user can configure a custom formula for the bill template based on the primary data source and / or the supplementary data source, that is, the user can personalize the formula according to business needs to adapt to various data processing scenarios.
[0076] Among them, by combining with Alibaba's QLExpress rule engine, this application can realize flexible, efficient and scalable formula configuration functions, allowing users to dynamically define and execute custom formulas through text.
[0077] Furthermore, the system is compatible with the calculation requirements of various data types such as text fields, numeric fields, date fields, etc., and can implement simple numeric addition, subtraction, multiplication and division, or complex text splicing and date conversion through custom formulas; in addition, the system provides mathematical operations (such as four arithmetic operations, power operations, trigonometric functions, etc.), user-defined functions (allowing users to encapsulate commonly used logic into reusable modules) and logical branch control (such as conditional judgment, loop structure, etc.) and other advanced functions.
[0078] Optionally, the system provides a large number of pre-built functions, including date functions (calculating intervals, current year, month, and day, etc.), mathematical functions (rounding, retaining decimal places, etc.), and other types of functions (capitalizing amounts, converting text to numeric values, etc.). The function library can be quickly and continuously iterated.
[0079] Optionally, users can configure the data generation rules for pre-collection and actual collection separately. After turning on the pre-collection configuration switch, the template configuration will have pre-collection and actual collection rule configuration columns.
[0080] Step S30: Generate a designated bill based on the configured bill template, the primary data source and / or the supplementary data source.
[0081] Optionally, the specified bill can be of the following types: smart salary calculation, pre-tax tax calculation, social security monthly statement, and Excel.
[0082] Optionally, you can specify a specific month for bill generation. Monthly, quarterly, or semi-annual pre-collection bills are generated for pre-collected payments. Pre-collection bill data is consistent with the specified month, and the values for the consolidated months are automatically calculated.
[0083] Optionally, after the prepayment type bill generates actual collection data, the difference can be automatically calculated.
[0084] Optionally, when generating a specified bill, you can select the difference bill generated in the previous period and merge it into the current bill for the purpose of making up the outstanding account.
[0085] Optionally, after a specified bill is generated, the data can be modified online. The generation rules can be adjusted, and the bill can be regenerated with one click.
[0086] Optionally, the bill management system provides fine-grained bill permission control. Operations such as locking, initiating approval, adding, editing, and deleting can all be individually controlled to make bill data more secure.
[0087] Optionally, the bill management system can support OA approval and can be configured with various custom parameter configurations to control process flow.
[0088] This embodiment provides a method for managing human resources bills. This application maps fields in the bill template based on the primary data source and / or the supplementary data source, thereby automatically matching and mapping fields from different data sources to fields in the bill template, ensuring data accuracy and consistency and reducing the risk of errors in manual matching and conversion. Furthermore, calculation formulas are configured in the bill template based on actual needs, and the system automatically calculates the bill amount based on the custom formula. Flexible formula configuration improves calculation efficiency and reduces the probability of manual calculation errors. This embodiment of the application enables a single bill to obtain data from multiple data sources, for example, a single bill can obtain data from intelligent salary calculation, pre-tax tax calculation, social security monthly bill, personnel roster, and customer profile information. This embodiment of the application configures the bill template based on the primary data source and / or the supplementary data source to obtain a configured template, solving the problem of inconsistent bill styles and cumbersome configuration in the human resources industry. This application provides a one-stop human resources bill management method, aiming to provide a complete, integrated human resources industry solution that connects upstream and downstream, supporting the generation of bills containing data such as salary calculation, tax calculation, and social security monthly bill.
[0089] Based on the first embodiment of the present application, in the second embodiment of the present application, the same or similar contents as those in the first embodiment can be referred to the above introduction and will not be repeated hereafter. On this basis, step S30, based on the configured bill template, the primary data source and / or the supplementary data source, generates a designated bill and further includes step S31:
[0090] Step S31 : Calculate the cost based on the custom formula in the configured bill template, the primary data source and / or the supplementary data source to generate the designated bill.
[0091] The system can extract data from the main data source and / or supplementary data source as needed, use it as input for custom formulas, substitute the extracted data into the custom formulas, and perform the calculation process. After the calculation is completed, the system fills the results into the bill template to generate the final bill.
[0092] The embodiment of the present application performs fee calculation based on the custom formula in the configured bill template, the primary data source and / or the supplementary data source, and can automatically and accurately execute complex fee calculation logic, avoiding errors and omissions in manual calculations.
[0093] Based on the above embodiments of the present application, in the third embodiment of the present application, the same or similar contents as those in the above embodiments can be referred to the above introduction and will not be repeated hereafter. On this basis, step S31, based on the custom formula in the configured bill template, the primary data source and / or the supplementary data source, performs fee calculation to generate the specified bill, including steps S311 to S313, S315 to S316, and S318 to S319:
[0094] Step S311, checking whether there is a circular dependency between parameters in the custom formula;
[0095] Among them, you can refer to Figure 3 , Figure 3 This is a flowchart of the expense calculation process based on a custom formula in the human resources billing management method for this application;
[0096] For the circular dependency between parameters, an example is as follows: if the formula for calculating "bonus" depends on "performance score", and the formula for calculating "performance score" in turn depends on "bonus", a circular dependency will be formed.
[0097] If it is detected that there is a circular dependency between parameters in the custom formula, the custom formula needs to be corrected, and step S311 is re-executed on the corrected custom formula until there is no circular dependency between parameters in the corrected custom formula.
[0098] Step S312: If there is no circular dependency between parameters in the custom formula, check whether the parameters used in the custom formula are valid;
[0099] As an implementation method, it is possible to check whether a parameter exists, for example, to check whether the basic salary data of an employee is missing.
[0100] As another implementation, it is also possible to check whether the data type of the parameter is correct. For example, the working hours should be a numeric type, not a text type.
[0101] As another implementation, it is also possible to check whether the parameter value is within a reasonable range, for example, the overtime hours cannot be a negative number.
[0102] At least two of the above implementations may also be selected for execution.
[0103] Step S313: if the parameters used in the custom formula are valid, obtaining detailed data from the primary data source and / or the supplementary data source;
[0104] The detailed data required for calculation can be obtained from the primary data source and / or supplementary data source. For example, to calculate overtime pay, detailed data such as the employee's overtime hours, overtime dates, and basic salary are required.
[0105] Step S315, calculating each of the detailed data based on the checked custom formula to obtain each detailed calculation result;
[0106] Calculations are performed on each detail using the acquired detailed data and validated formulas. For example, for each employee's overtime record, the detailed overtime expense is calculated using the formula "overtime pay = number of overtime hours x hourly overtime rate."
[0107] Step S316, summing up the detailed calculation results of the same category and / or the same employee to obtain a total value;
[0108] You can aggregate the detailed calculation results for the same category or employee. For example, you can add up the overtime pay details for all overtime records for an employee in a month to get the total overtime pay for that employee for that month.
[0109] Step S318: Based on the checked custom formula, the detailed calculation results and / or the total value are summarized to obtain a summary value.
[0110] In addition to calculating the total value, you may also need to perform higher-level summary calculations. Bill templates allow users to configure custom formulas, calculate expenses and summary items for complex transactions directly in the system, and automatically perform summary calculations.
[0111] For example, you can summarize a certain expense for the entire department or the entire company (such as adding up the total overtime expenses of all employees to get the company's total overtime expense summary).
[0112] Step S319: Generate the designated bill based on at least one of the detailed calculation results, the total value, and the summary value.
[0113] Among them, at least one of the detailed calculation results, total values, and summary values can be formatted and integrated, and finally a designated bill that meets the requirements is generated.
[0114] In summary, Figure 3 It presents a complete logical process from formula verification to step-by-step calculation to gradually obtain the final cost calculation summary results. It is suitable for scenarios involving cost calculation in human resources management, such as employee salary calculation, welfare cost accounting, etc.
[0115] The embodiment of the present application ensures the accuracy, effectiveness and efficiency of fee calculation through a series of inspection steps and calculation steps, and provides enterprises with a reliable bill generation service.
[0116] Based on the above embodiments of the present application, in the fourth embodiment of the present application, the same or similar contents as those in the above embodiments can be referred to the above introduction and will not be described in detail later. On this basis, step S315 calculates each of the detailed data based on the checked custom formula, and before obtaining each detailed calculation result, step S314 is also included:
[0117] Step S314: obtaining relevant first basic data for the checked custom formula;
[0118] Before calculating detailed expenses, the first basic data related to the detailed calculation is obtained in advance. This data is usually static and globally applicable, such as the company's unified welfare policy data (such as social security contribution ratios, provident fund base limits), tax rate tables, discount rules, etc.
[0119] Optionally, the system may obtain the first basic data from the primary data source or the supplementary data source through a single query and store it in memory or a temporary cache to avoid repeated queries in subsequent detailed calculations and improve calculation efficiency.
[0120] The step S315, calculating each of the detailed data based on the checked custom formula to obtain each detailed calculation result, further includes step S3151:
[0121] Step S3151: When calculating each of the detailed data based on the inspection, the related first basic data is placed in a corresponding calculation context for calculation to obtain each of the detailed calculation results.
[0122] The system puts the pre-acquired first basic data into the context of each row of detailed calculation, so that the detailed custom function can directly use the first basic data when calculating each expense.
[0123] For example, the system traverses an employee's expense details. For each row of detailed data, the system puts the pre-acquired basic data (such as the social security contribution ratio) into the calculation context of that row. When the detailed custom function is calculating, it can directly obtain these basic data from the context and combine them with the detailed data of the current row (such as the employee's salary base) for calculation.
[0124] The embodiment of the present application avoids repeated database queries when calculating each row of details by pre-acquiring and caching the first basic data, significantly improving the calculation speed and ensuring that the basic data used for all detailed calculations are consistent, thus avoiding calculation errors caused by inconsistent data.
[0125] Based on the above embodiments of the present application, in the fifth embodiment of the present application, the same or similar contents as those in the above embodiments can be referred to the above introduction and will not be described in detail later. On this basis, step S318 summarizes the detailed calculation results and / or the total value based on the custom formula after the check, and before obtaining the summary value, step S317 is also included:
[0126] Step S317: obtaining relevant second basic data for the checked custom formula;
[0127] Similar to detailed custom functions, you can pre-acquire secondary basic data related to summary calculations. This data can be globally applicable or aggregated based on detailed calculation results (such as the total amount of a certain type of expense).
[0128] Optionally, the system may obtain the second basic data from the primary data source, the supplementary data source, or the detailed calculation result through a single query, and store it in memory or a temporary cache.
[0129] The step S318, based on the checked custom formula, summarizing the detailed calculation results and / or the total value to obtain the summary value, further includes step S3181:
[0130] Step S3181: When summarizing the detailed calculation results and / or the total value based on the checked custom formula, the relevant second basic data is placed in the corresponding calculation context for calculation to obtain the summary value.
[0131] Among them, after completing all detailed calculations, the system is ready to perform summary calculations. The system will put the pre-acquired second basic data (such as the total amount of a certain type of expenses, the company's unified tax rate) into the context of the summary calculation. When the summary custom function is calculating, it can directly obtain these basic data from the context and perform summary calculations in combination with the detailed calculation results (such as calculating the after-tax total amount of a certain type of expenses).
[0132] By placing the second basic data into the context in advance, the embodiment of the present application allows the summary custom function to focus more on the implementation of the summary logic without having to worry about the data acquisition process, thereby avoiding repeated query or processing of data during summary calculations and improving the speed and efficiency of summary calculations.
[0133] Based on the above embodiments of the application, in the sixth embodiment of the application, the same or similar contents as the above embodiments can be referred to the above introduction, and the subsequent will not be described. On this basis, step S30, based on the configured billing template, the main data source and / or the supplementary data source, generating a specified bill further comprises steps S40-S60:
[0134] Step S40, based on the configured billing template, the main data source and / or the supplementary data source, generating pre-bill and real-bill;
[0135] Step S50, based on the pre-bill and the real-bill to calculate the difference bill;
[0136] Step S60, the difference bill is added to the next cycle bill.
[0137] It should be noted that the billing template has pre-collection and real-collection two modes, the pre-collection mode can generate two bills for pre-bill and real-bill respectively, and can automatically calculate the difference bill of pre-bill and real-bill. Moreover, the difference bill can be added to the next cycle bill.
[0138] Optionally, the pre-collection mode can generate pre-bills of multiple months based on a historical real-bill, and then generate difference bills based on the pre-bills and real-bills, thereby facilitating the calculation of the enterprise's advances and repayments.
[0139] Further, for the difference bill, a difference threshold can be set, when the difference exceeds the difference threshold, the early warning mechanism is triggered automatically, and the relevant personnel are notified to handle in time, preventing the problem from expanding.
[0140] Optionally, the difference bill situation can be included in the customer credit scoring model, and the customers who frequently generate differences or have large differences are evaluated for credit, and their credit limits or payment conditions are adjusted.
[0141] The embodiments of the application can make the enterprise clearly track the customer's prepayment and actual payment by generating pre-bill and real-bill, and ensure the accuracy and transparency of human resource records. Moreover, the generation of difference bill further clarifies the difference between pre-collection and real-collection, which helps to discover and correct potential financial problems in time. Moreover, the timely generation and addition of difference bill to the next cycle bill help the enterprise to more accurately predict future cash flow and optimize fund allocation.
[0142] Furthermore, the current HR billing management system lacks integration with other systems, such as personnel systems, payroll and tax calculation systems, social security systems, and financial systems. Data exchange and integration between these systems often face obstacles, and the lack of standardized data formats and interfaces leads to data silos. Modules such as payroll, tax calculation, and social security calculations are not interoperable with HR billing, requiring operations on multiple platforms. However, it is impossible to combine payroll, tax, and social security payment data to generate a complete HR bill. The HR billing management system also lacks effective integration with the financial system, making it impossible to use existing bills for invoicing and payment collection. Furthermore, the data flow across multiple platforms, both offline and online, results in poor data security and reliability.
[0143] Based on the above problems, the seventh embodiment of the present application is proposed. In the seventh embodiment of the present application, the same or similar contents as those in the above embodiments can be referred to the above introduction and will not be repeated hereafter. On this basis, it is applied to the bill management system. Step S30, based on the configured bill template, the primary data source and / or the supplementary data source, generates a specified bill and further includes step S70:
[0144] Step S70, in response to the push account instruction, push the designated bill to the account management system, so that after the user performs at least one operation of confirming, invoicing, and collecting the account in the designated bill in the account management system, the relevant information of the operation is written back to the designated bill, and the written-back designated bill is returned to the bill management system.
[0145] For example, users can click the Push Account button to push the specified bill to the accounts receivable management system, supporting single and batch operations.
[0146] Furthermore, after generating the designated bill, social security reconciliation can also be performed.
[0147] As an implementation method, the generated designated bill can be sent to the social security module via a Kafka message queue, wherein the bill management system includes the social security module.
[0148] Among them, the designated bill can include bill ID, generation time, payment details (such as the amount of each insurance type), company information, etc., to ensure that the social security module can fully receive the bill data.
[0149] After receiving Kafka messages, the social security module can parse the message content and generate pending reconciliation bills. These pending reconciliation bills are records of expected payments generated by the social security system for subsequent comparison with data from the social security bureau. These pending reconciliation bills are stored in the social security module's database and marked as "pending reconciliation" for subsequent tracking and management.
[0150] Among them, users can log in to the bill management system, obtain official payment data (such as payment receipts or electronic forms provided by the Social Security Bureau) from the Social Security Bureau and / or the Provident Fund Management Center, and upload them to the social security module.
[0151] The uploaded data usually includes employee name, ID number, actual payment amount, payment time, etc., and must be consistent with the bill data format generated by the system.
[0152] After users upload their data from the bureau, they can click the "Reconcile" button to initiate the reconciliation process in the Social Security module. The purpose of reconciliation is to compare the system-generated invoice to be reconciled with the data from the Social Security bureau to identify any discrepancies.
[0153] Among them, the difference items can be monitored. When the difference items exceed the preset threshold, the early warning mechanism is automatically triggered to notify relevant personnel to deal with it in time to prevent the problem from escalating.
[0154] Optionally, you can also introduce third-party data sources (such as bank statements and social security bureau APIs) to cross-verify statement data, thereby improving reconciliation accuracy.
[0155] Optionally, the bill management system also supports comparing current reconciliation results with historical reconciliation results, thereby identifying abnormal fluctuations or trend changes.
[0156] In an embodiment of the present application, in response to a push account instruction, the designated bill is pushed to the account management system, so that after the user performs at least one of the operations of confirming, invoicing, and collecting payment on the account in the designated bill in the account management system, the relevant information of the operation is written back to the designated bill, and the written-back designated bill is returned to the bill management system, thereby realizing the automation, intelligence, and efficiency of the reconciliation process. In an embodiment of the present application, the generated designated bill is sent to the social security module through the Kafka message queue, which can realize asynchronous decoupling, ensure that data is not lost and the order is consistent, thereby improving the security and reliability of multi-platform data flow.
[0157] It should be noted that the above examples are only used to understand this application and do not constitute a limitation on the human resources billing management method of this application. More simple transformations based on this technical concept are all within the scope of protection of this application.
[0158] This application also provides a human resources bill management device, please refer to Figure 4 , the human resources bill management device includes:
[0159] A data acquisition module 10 is used to acquire a primary data source and / or a supplementary data source;
[0160] A template configuration module 20 is configured to perform at least one of field mapping, custom formula configuration, and pre-collection and actual collection data generation rules on a bill template based on the primary data source and / or the supplementary data source to obtain a configured template;
[0161] The bill generation module 30 is configured to generate a designated bill based on the configured bill template, the primary data source and / or the supplementary data source.
[0162] The human resources billing management device provided in this application utilizes the human resources billing management method described in the aforementioned embodiments, resolving the technical issues of low efficiency and high probability of misoperation associated with manual billing management. Compared to the prior art, the beneficial effects of the human resources billing management device provided in this application are the same as those of the human resources billing management method described in the aforementioned embodiments. Other technical features of the human resources billing management device are the same as those disclosed in the aforementioned embodiments and are not further elaborated here.
[0163] The present application provides a human resources billing management device, which includes: at least one processor; and a memory communicatively connected to the at least one processor; wherein the memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor to enable the at least one processor to execute the human resources billing management method in the above-mentioned embodiment one.
[0164] Reference below Figure 5 , which shows a schematic diagram of the structure of a human resources billing management device suitable for implementing an embodiment of the present application. The human resources billing management device in the embodiment of the present application may include, but is not limited to, mobile terminals such as mobile phones, laptop computers, digital broadcast receivers, PDAs (Personal Digital Assistants), PADs (Portable Application Descriptions), PMPs (Portable Media Players), in-vehicle terminals (such as in-vehicle navigation terminals), and fixed terminals such as digital TVs and desktop computers. Figure 5 The human resources billing management device shown is merely an example and should not limit the functions and scope of use of the embodiments of the present application.
[0165] like Figure 5As shown, the human resources billing management device may include a processing device 1001 (e.g., a central processing unit, a graphics processing unit, etc.), which can perform various appropriate actions and processes based on programs stored in a read-only memory 1002 or programs loaded from a storage device 1003 into a random access memory 1004. The random access memory 1004 also stores various programs and data required for the operation of the human resources billing management device. The processing device 1001, the read-only memory 1002, and the random access memory 1004 are interconnected via a bus 1005. An input / output interface 1006 is also connected to the bus. Typically, the following systems may be connected to the input / output interface 1006: an input device 1007 including, for example, a touch screen, touchpad, keyboard, mouse, image sensor, microphone, accelerometer, gyroscope, etc.; an output device 1008 including, for example, a liquid crystal display (LCD), speaker, vibrator, etc.; a storage device 1003 including, for example, a magnetic tape, hard disk, etc.; and a communication device 1009. The communication device 1009 can allow the human resources billing management device to communicate wirelessly or wired with other devices to exchange data. Although the figure shows a human resources billing management device with various systems, it should be understood that it is not required to implement or have all of the systems shown. More or fewer systems may be implemented or have alternatively.
[0166] In particular, according to the embodiments disclosed in the present application, the processes described above with reference to the flowcharts can be implemented as computer software programs. For example, the embodiments disclosed in the present application include a computer program product comprising a computer program carried on a computer-readable medium, the computer program comprising program code for executing the method shown in the flowchart. In such an embodiment, the computer program can be downloaded and installed from a network via a communication device, or installed from a storage device 1003, or installed from a read-only memory 1002. When the computer program is executed by the processing device 1001, the above-mentioned functions defined in the method of the embodiment disclosed in the present application are performed.
[0167] The human resources billing management device provided in this application, utilizing the human resources billing management method described in the aforementioned embodiment, can address the technical issues of low efficiency and high probability of misoperation associated with manual billing management. Compared to the prior art, the beneficial effects of the human resources billing management device provided in this application are the same as those of the human resources billing management method described in the aforementioned embodiment. Other technical features of the human resources billing management device are the same as those disclosed in the aforementioned embodiment and are not further elaborated upon here.
[0168] It should be understood that the various parts disclosed in this application can be implemented using hardware, software, firmware, or a combination thereof. In the description of the above embodiments, specific features, structures, materials, or characteristics can be combined in any one or more embodiments or examples in a suitable manner.
[0169] The above description is merely a specific embodiment of the present application, but the scope of protection of the present application is not limited thereto. Any changes or substitutions that can be easily conceived by a person skilled in the art within the technical scope disclosed in this application should be included in the scope of protection of this application. Therefore, the scope of protection of this application should be based on the scope of protection of the claims.
[0170] The present application provides a computer-readable storage medium having computer-readable program instructions (ie, computer program) stored thereon, and the computer-readable program instructions are used to execute the human resources billing management method in the above embodiment.
[0171] The computer-readable storage medium provided in this application may be, for example, a USB flash drive, but is not limited to electrical, magnetic, optical, electromagnetic, infrared, or semiconductor systems or devices, or any combination thereof. More specific examples of computer-readable storage media may include, but are not limited to: an electrical connection with one or more wires, a portable computer disk, a hard disk, a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disk read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination thereof. In this embodiment, the computer-readable storage medium may be any tangible medium that contains or stores a program that can be used by or in conjunction with an instruction execution system or device. The program code contained on the computer-readable storage medium may be transmitted using any appropriate medium, including but not limited to: wires, optical cables, RF (Radio Frequency), etc., or any suitable combination thereof.
[0172] The computer-readable storage medium may be included in the human resources billing management device, or may exist independently without being incorporated into the human resources billing management device.
[0173] The above-mentioned computer-readable storage medium carries one or more programs. When the above-mentioned one or more programs are executed by the human resources billing management device, the human resources billing management device: obtains the main data source and / or the supplementary data source; performs field mapping, configures custom formulas, and configures at least one of the pre-collected and actual collected data generation rules on the bill template based on the main data source and / or the supplementary data source to obtain the configured template; generates a specified bill based on the configured bill template, the main data source and / or the supplementary data source.
[0174] Computer program code for performing the operations of the present application may be written in one or more programming languages, or a combination thereof, including object-oriented programming languages such as Java, Smalltalk, C++, and conventional procedural programming languages such as "C" or similar programming languages. The program code may be executed entirely on the user's computer, partially on the user's computer, as a stand-alone software package, partially on the user's computer and partially on a remote computer, or entirely on the remote computer or server. In cases involving a remote computer, the remote computer may be connected to the user's computer through any type of network, including a local area network (LAN) or a wide area network (WAN), or may be connected to an external computer (e.g., through the Internet using an Internet service provider).
[0175] The flow charts and block diagrams in the accompanying drawings illustrate the possible architecture, functions and operations of the systems, methods and computer program products according to various embodiments of the present application. In this regard, each box in the flow chart or block diagram can represent a module, program segment or a part of code, and the module, program segment or a part of code contains one or more executable instructions for realizing the specified logical function. It should also be noted that in some alternative implementations, the functions marked in the box can also occur in a different order than that marked in the accompanying drawings. For example, two boxes represented in succession can actually be executed substantially in parallel, and they can sometimes be executed in the opposite order, depending on the functions involved. It should also be noted that each box in the block diagram and / or flow chart, and the combination of the boxes in the block diagram and / or flow chart can be implemented by a dedicated hardware-based system that performs the specified function or operation, or can be implemented by a combination of dedicated hardware and computer instructions.
[0176] The modules described in the embodiments of the present application may be implemented in software or hardware, wherein the name of a module does not necessarily limit the unit itself.
[0177] The computer-readable storage medium provided in this application is a computer-readable storage medium that stores computer-readable program instructions (i.e., a computer program) for executing the above-described human resources billing management method. This computer-readable storage medium can address the technical issues of low efficiency and high probability of erroneous operation in manual billing management. Compared to the prior art, the beneficial effects of the computer-readable storage medium provided in this application are the same as those of the human resources billing management method provided in the above-described embodiment, and are not further elaborated here.
[0178] The above description is only part of the embodiments of the present application and does not limit the patent scope of the present application. All equivalent structural transformations made by using the contents of the present application specification and drawings under the technical concept of the present application, or direct / indirect application in other related technical fields are included in the patent protection scope of the present application.
Claims
1. A human resources bill management method, characterized in that: The method comprises: Access to primary and / or supplementary data sources; Performing at least one of field mapping, configuring a custom formula, and configuring pre-collected and actual collected data generation rules on the bill template based on the primary data source and / or the supplementary data source to obtain a configured template; A designated bill is generated based on the configured bill template, the primary data source and / or the supplementary data source.
2. The method according to claim 1, wherein The step of generating a designated bill based on the configured bill template, the primary data source and / or the supplementary data source includes: The designated bill is generated by performing fee calculation based on the custom formula in the configured bill template, the primary data source and / or the supplementary data source.
3. The method according to claim 2, wherein The step of performing fee calculation based on the custom formula in the configured bill template, the primary data source and / or the supplementary data source, and generating the designated bill includes: Checking whether there is a circular dependency between parameters in the custom formula; If there is no circular dependency between parameters in the custom formula, checking whether the parameters used in the custom formula are valid; If the parameters used in the custom formula are valid, obtaining detailed data from the primary data source and / or the supplementary data source; Calculate each of the detailed data based on the checked custom formula to obtain each detailed calculation result; Aggregate the detailed calculation results of the same category and / or the same employee to obtain a total value; Based on the checked custom formula, summarizing the detailed calculation results and / or the total value to obtain a summary value; The designated bill is generated based on at least one of the detailed calculation results, the total value, and the summary value.
4. The method according to claim 3, wherein The step of calculating each of the detailed data based on the checked custom formula to obtain each detailed calculation result includes: For the checked custom formula, obtaining relevant first basic data; The step of calculating each of the detailed data based on the checked custom formula to obtain each detailed calculation result includes: When calculating each of the detailed data based on the inspection, the relevant first basic data is placed in a corresponding calculation context for calculation to obtain each of the detailed calculation results.
5. The method according to claim 3, wherein The step of aggregating the detailed calculation results and / or the total value based on the checked custom formula to obtain the summary value includes: For the checked custom formula, obtaining relevant second basic data; The step of aggregating the detailed calculation results and / or the total value based on the checked custom formula to obtain the summary value includes: When summarizing the detailed calculation results and / or the total value based on the checked custom formula, the relevant second basic data is placed in the corresponding calculation context for calculation to obtain the summary value.
6. The method according to claim 1, wherein The step of generating a designated bill based on the configured bill template, the primary data source and / or the supplementary data source includes: Generate pre-collected bills and actually collected bills based on the configured bill template, the primary data source and / or the supplementary data source; Calculating a difference bill based on the pre-collected bill and the actually collected bill; The difference will be added to the next bill.
7. The method according to claim 1, wherein Applied to a bill management system, the step of generating a designated bill based on the configured bill template, the primary data source, and / or the supplementary data source includes: In response to the push account instruction, the designated bill is pushed to the account management system, so that after the user performs at least one operation of confirming, invoicing, and collecting the account in the designated bill in the account management system, the relevant information of the operation is written back to the designated bill, and the written-back designated bill is returned to the bill management system.
8. A human resources bill management device, characterized in that: The device comprises: A data acquisition module, used to acquire a primary data source and / or a supplementary data source; a template configuration module, configured to perform at least one of field mapping, custom formula configuration, and pre-collection and actual collection data generation rules on the bill template based on the primary data source and / or the supplementary data source, to obtain a configured template; A bill generation module is used to generate a specified bill based on the configured bill template, the primary data source and / or the supplementary data source.
9. A human resources bill management device, characterized in that: The device includes: a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the computer program is configured to implement the steps of the human resource billing management method according to any one of claims 1 to 7.
10. A storage medium, characterized in that: The storage medium is a computer-readable storage medium, and a computer program is stored on the storage medium. When the computer program is executed by a processor, the steps of the human resources bill management method according to any one of claims 1 to 7 are implemented.