System, method, and program for generating additional pay amount summary data

Abstract

The system supports the generation of additional pay amount summary data that summarizes the additional pay amounts paid to employees. [Solution] A service providing server 10 according to one embodiment of the present invention is communicatively connected to an organization terminal 20 and a user terminal 30 via a communications network NW, and provides welfare services that support welfare programs within an organization to users of the user terminal 30. The service providing server 10 sets, for each organization, determination information used to determine the target category of the additional amount of compensation to be paid to employees, obtains, based on the determination information, the determination result of the target category of the additional amount corresponding to the employee's use of welfare services, and generates additional amount summary data in which the additional amount of compensation paid to employees over a specified period is tallied based on the target category, making it possible to obtain the determination result of the target category based on the determination information set for each organization, and to generate additional amount summary data based on the determined target category.

Description

[Technical Field]

[0001] The present invention relates to a technique for generating additional pay amount summary data in which additional pay amounts paid to employees are summarized. [Background technology]

[0002] Conventionally, payroll management systems and the like have managed data that tally the additional amounts of various allowances and other benefits paid to employees in addition to basic salary (see, for example, Patent Document 1 below). These additional amounts include various benefits and subsidies paid through employee benefit programs. Depending on the content, the additional amount can be income (salary) subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance. Furthermore, the aggregated data of the above-mentioned additional amount is also compiled based on a target category that indicates whether or not it is subject to income tax, etc. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2025-005986 Summary of the Invention [Problem to be solved by the invention]

[0004] However, since the rules for determining whether or not the additional pay amount is subject to income tax, etc., may differ from company to company, it was not easy to implement a system for automatically generating aggregated data on the additional pay amount as described above.

[0005] One of the objects of the embodiment of the present invention is to support the generation of additional pay amount summary data in which additional pay amounts paid to employees are summarized. [Means for solving the problem]

[0006] A system according to one embodiment of the present invention is a system having one or more computer processors, which execute a plurality of processes including a process of setting, for each of a plurality of organizations, determination information used to determine the target category of the additional allowance amount to be paid to an employee, which indicates whether the additional allowance amount is income subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance; a process of acquiring transaction data associated with the employee; a process of acquiring a determination result of the target category of the additional allowance amount corresponding to the transaction data based on the determination information set for the organization to which the employee belongs; and a process of generating additional allowance amount summary data in which the additional allowance amount for the employee over a specified period is summarized based on the target category.

[0007] A method according to one embodiment of the present invention is a method executed by one or more computers, and includes the steps of: setting, for each of a plurality of organizations, determination information used to determine the target category of a premium to be paid to an employee, which indicates whether the premium is income subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance; acquiring transaction data associated with the employee; acquiring a determination result of the target category of the premium corresponding to the transaction data based on the determination information set for the organization to which the employee belongs; and generating premium amount summary data in which the premium for the employee over a specified period is summarized based on the target category.

[0008] A program according to one embodiment of the present invention causes one or more computers to execute a number of processes, including the following: a process of setting, for each of a number of organizations, determination information used to determine the target category of the additional allowance amount to be paid to an employee, which indicates whether the additional allowance amount is income subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance; a process of acquiring transaction data associated with the employee; a process of acquiring a determination result of the target category of the additional allowance amount corresponding to the transaction data based on the determination information set for the organization to which the employee belongs; and a process of generating additional allowance amount summary data in which the additional allowance amount for the employee over a specified period is summarized based on the target category. [Effects of the Invention]

[0009] Various embodiments of the present invention support the generation of bonus amount summary data that summarizes bonus amounts paid to employees. [Brief explanation of the drawings]

[0010] [Figure 1] 1 is a diagram showing a schematic configuration of a network including a service providing server 10 according to an embodiment of the present invention. [Figure 2] FIG. 15 is a diagram illustrating an example of information managed by a user information table 1511. [Figure 3] FIG. 15 is a diagram illustrating an example of information managed by a company information table 1512. [Figure 4] FIG. 15 is a diagram illustrating an example of information managed by a determination information table 1513. [Figure 5] FIG. 15 is a diagram illustrating information managed by a welfare service menu information table 1514. [Figure 6] FIG. 15 is a diagram illustrating an example of registered contents of a welfare service menu information table 1514. [Figure 7] FIG. 15 is a diagram illustrating an example of information managed by a benefit menu usage management table 1515. [Figure 8] FIG. 15 is a diagram illustrating an example of information managed by a supplementary pay amount total data management table 1516. [Figure 9]FIG. 2 is a diagram illustrating a top screen 50. [Figure 10] FIG. 10 is a diagram illustrating an example of details of an individual display area 561. [Figure 11] 10 is a flowchart illustrating a process executed by the service providing server 10 when generating aggregate data of additional pay amounts corresponding to the use of welfare service menus. [Figure 12] FIG. 2 is a diagram illustrating an example of a supplementary pay amount summary data confirmation screen 200. [Figure 13] FIG. 15 is a diagram illustrating an example of information managed by an advance payment settlement management table 1517. [Figure 14] FIG. 6 is a diagram illustrating an example of an advance payment application screen 60. [Figure 15] FIG. 15 is a diagram illustrating information managed by a settlement management table 1518. [Figure 16] 6 is a flowchart illustrating a process executed by the service providing server 10 in response to acquisition of credit card payment data. DETAILED DESCRIPTION OF THE INVENTION

[0011] Hereinafter, embodiments of the present invention will be described with reference to the drawings. In each drawing, the same reference numerals may be used to refer to the same or similar components. Other objects of the embodiments of the present invention will become apparent by reading the entire specification.

[0012] FIG. 1 is a schematic diagram illustrating a network configuration including a service providing server 10 according to an embodiment of the present invention. As illustrated, the service providing server 10 is communicatively connected to an organization terminal 20 and a user terminal 30 via a communication network NW such as the Internet. While FIG. 1 illustrates only one organization terminal 20 and one user terminal 30, the service providing server 10 is communicatively connected to multiple organization terminals 20 and multiple user terminals 30. The service providing server 10 provides welfare services that support welfare programs at an organization such as a company to users using the user terminal 30. The organization terminal 20 is used by administrative staff at the organization, and the user terminal 30 is used by users who are employees receiving welfare programs. The service providing server 10 is an example of a device that implements all or part of the system of the present invention. In this embodiment, organizations include various organizations such as companies, universities, local governments, and labor unions.

[0013] First, we will explain the hardware configuration of the service providing server 10. The service providing server 10 is configured as a general computer, and as shown in Fig. 1, it includes a computer processor 11, a main memory 12, an input / output I / F 13, a communication I / F 14, and a storage (storage device) 15, and these components are electrically connected via a bus or the like (not shown).

[0014] The computer processor 11 is configured with a CPU, GPU, FPGA, etc., or a circuit including any of them, and loads various programs stored in the storage 15, etc., into the main memory 12 and executes various instructions included in the programs. The main memory 12 is configured with, for example, a DRAM, etc.

[0015] The input / output I / F 13 includes various input / output devices for exchanging information with an operator, etc. The input / output I / F 13 includes, for example, information input devices such as a keyboard and a pointing device (e.g., a mouse, a touch panel, etc.), a voice input device such as a microphone, and an image input device such as a camera. The input / output I / F 13 also includes an image output device such as a display, and an audio output device such as a speaker.

[0016] The communication I / F 14 is implemented as hardware such as a network adapter, various communication software, or a combination of these, and is configured to enable wired or wireless communication via a communication network NW or the like.

[0017] The storage 15 is configured, for example, by a magnetic disk or flash memory. The storage 15 stores various programs including an operating system, various data, and the like. For example, the storage 15 has various tables 151 that manage various information for providing welfare services. The storage 15 also stores, for example, a server-side program 40 according to one embodiment of the present invention. The program 40 is a program that causes the service providing server 10 to function as all or part of a system for providing welfare services. At least a portion of the server-side program 40 can be configured to be executed on the organization terminal 20 or the user terminal 30 via an organization terminal-side program 42 or a user terminal-side program 44, which will be described later.

[0018] In this embodiment, the service providing server 10 may be configured using a plurality of computers each having the above-described hardware configuration. For example, the service providing server 10 may be configured by one or a plurality of server devices.

[0019] The service providing server 10 configured in this manner can be configured to have the functions of a web server and an application server, in which case it executes various processes in response to requests from the group terminal side program 42 installed in the group terminal 20 or the user terminal side program 44 installed in the user terminal 30, and transmits screen data (e.g., HTML data) and control data according to the results of the processes to the group terminal 20 or the user terminal 30. The group terminal 20 or the user terminal 30 outputs a web page or other screen based on the received data.

[0020] Next, we will explain the hardware configuration of the group terminal 20. The group terminal 20 is configured as a general computer, and as shown in Fig. 1, it includes a computer processor 21, a main memory 22, an input / output I / F 23, a communication I / F 24, and a storage (storage device) 25, and these components are electrically connected via a bus or the like (not shown).

[0021] The computer processor 21 is configured with a CPU, GPU, FPGA, etc., or a circuit including any of them, and loads various programs stored in the storage 25, etc., into the main memory 22 and executes various instructions included in the programs. The main memory 22 is configured with, for example, a DRAM, etc.

[0022] The input / output I / F 23 includes various input / output devices for exchanging information with an operator, etc. The input / output I / F 23 includes, for example, information input devices such as a keyboard and a pointing device (e.g., a mouse, a touch panel, etc.), audio input devices such as a microphone, and image input devices such as a camera. The input / output I / F 23 also includes an image output device such as a display, and an audio output device such as a speaker.

[0023] The communication I / F 24 is implemented as hardware such as a network adapter, various communication software, or a combination thereof, and is configured to realize wired or wireless communication via a communication network NW or the like.

[0024] The storage 25 is configured, for example, by a magnetic disk or flash memory. The storage 25 stores various programs including an operating system, various data, and the like. The programs stored in the storage 25 can be downloaded and installed from an application market or the like. The storage 25 also stores the above-mentioned organization terminal-side program 42. The program 42 can be configured as a web browser or other application (for example, an application for an organization providing employee welfare services), and can be configured to execute at least a portion of the server-side program 40, as described above.

[0025] In this embodiment, the group terminal 20 may be configured as a smartphone, a tablet terminal, a wearable device, a personal computer, or the like.

[0026] An organization staff member operating the organization terminal 20 configured in this manner can use the welfare services (organization management functions) provided by the service providing server 10 by communicating with the service providing server 10 via the organization terminal side program 42 installed in storage 25 or the like.

[0027] Next, we will explain the hardware configuration of the user terminal 30. Like the above-mentioned group terminal 20, the user terminal 30 is configured as a general computer, and as shown in Fig. 1, it includes a computer processor 31, a main memory 32, an input / output I / F 33, a communication I / F 34, and a storage (storage device) 35, and these components are electrically connected via a bus or the like (not shown).

[0028] The storage 35 stores the above-mentioned user terminal-side program 44. The program 44 is configured as a web browser or other application (for example, an application for users of welfare services), and can be configured to execute at least a part of the server-side program 40 as described above.

[0029] In this embodiment, the user terminal 30 may be configured as a smartphone, a tablet terminal, a wearable device, a personal computer, or the like.

[0030] A user (an employee of an organization) who operates a user terminal 30 configured in this manner can use the welfare services provided by the service providing server 10 by communicating with the service providing server 10 via a user terminal side program 44 installed in storage 35 or the like.

[0031] Next, we will explain the functions of the service providing server 10 configured as above. As shown in Fig. 1, the computer processor 11 of the service providing server 10 is configured to function as a management function control unit 112 and a service provision control unit 114 by executing instructions included in a program (for example, at least a part of the server-side program 40) loaded into the main memory 12.

[0032] The management function control unit 112 is configured to execute various processes related to the control of the management functions of welfare services. For example, the management function control unit 112 transmits screen data and control data of various screens related to the management functions to the organization terminal 20 or the user terminal 30, executes various processes in response to operation input by an operator via the screens output on the organization terminal 20 or the user terminal 30, and transmits screen data and control data according to the results of the processes to the organization terminal 20 or the user terminal 30. The management functions controlled by the management function control unit 112 include, for example, login processing (user authentication) and management of various master information.

[0033] The service provision control unit 114 is configured to execute various processes for controlling the provision of welfare services. For example, the service provision control unit 114 transmits screen data and control data of various screens for providing welfare services to the organization terminal 20 or the user terminal 30, executes various processes in response to operation input by an operator via the screen output on the organization terminal 20 or the user terminal 30, and transmits screen data, control data, etc. according to the results of the processing to the organization terminal 20 or the user terminal 30.

[0034] In this embodiment, the management function control unit 112 is configured to set, for each of a plurality of organizations (for each organization), determination information used to determine the target category of the additional pay amount to be paid to an employee. In this embodiment, the target category indicates whether the additional pay amount is income (salary) subject to income tax, remuneration subject to social insurance (remuneration that serves as the basis for calculating the standard monthly remuneration), or wage subject to labor insurance (wages that serve as the basis for calculating labor insurance premiums). This determination information is registered, for example, based on information input via a screen displayed on the organization terminal 20, and is managed in one or more tables included in the various tables 151.

[0035] The management function control unit 112 is also configured to acquire transaction data associated with the employee's use of welfare services. The transaction data is data related to transactions performed by the employee, and includes information that can identify the details of the transaction and the additional amount of compensation to be paid to the employee in response to the transaction. The transaction data associated with the use of welfare services may include, for example, the details of the welfare service menu used, the number of points consumed, or the amount of subsidy. Such transaction data may also be data (including receipts, etc.) applied for by the employee to receive welfare services. The acquired transaction data is managed, for example, in one or more tables included in the various tables 151.

[0036] The management function control unit 112 is also configured to acquire the result of determining the target category of the additional pay amount corresponding to the transaction data based on the determination information set for the organization to which the employee belongs. For example, the management function control unit 112 determines the target category based on the determination information. The determined target category is registered, for example, in association with the transaction data or the corresponding additional pay amount.

[0037] The management function control unit 112 is also configured to generate aggregated premium data in which premiums for employees over a predetermined period are aggregated based on the target category. The aggregated premium data includes, for example, the total monthly premium for each employee, and, within that total, the amount that is income subject to income tax, the amount that is remuneration subject to social insurance, and / or the amount that is wages subject to labor insurance. For example, the aggregated premium data may be configured as data in which premiums for each of multiple employees belonging to a specific organization are aggregated for each employee. For example, the aggregated premium data may be configured as data in which premiums for employees are aggregated for each of multiple target categories.

[0038] In this way, the service providing server 10 in this embodiment sets, for each organization, determination information used to determine the target category of the additional amount to be paid to an employee, obtains the determination result of the target category of the additional amount corresponding to the employee's use of welfare services based on the determination information, and generates additional amount summary data in which the additional amount to be paid to the employee for a specified period is tallied based on the target category, making it possible to obtain the determination result of the target category based on the determination information set for each organization and to generate additional amount summary data based on the determined target category.In this way, the service providing server 10 supports the generation of additional amount summary data in which the additional amount to be paid to an employee is tallied.

[0039] In this embodiment, the determination information may be a target category corresponding to each of a plurality of transaction content types indicating the type of transaction content. In this case, the management function control unit 112 may be configured to set a target category corresponding to (linked to) each of a plurality of transaction content types as determination information and determine the target category corresponding to the transaction content type corresponding to the transaction data as the target category for the additional amount corresponding to the transaction data. For example, the transaction data includes information for identifying the transaction content type (which may be the transaction content type itself), and the management function control unit 112 determines the transaction content type based on this information. Furthermore, the transaction content type may be determined based on input information (which may be the transaction content type itself) entered by the employee.

[0040] The transaction type, for example, classifies the goods or services involved in the transaction and / or the internal system (such as a welfare system or a work-related system) that applies to the transaction. In this embodiment, the welfare service may include services to which welfare systems apply, as well as services to which welfare systems do not apply (e.g., services to which other systems, such as work-related systems, apply). For example, a book purchase subsidy system is tax-exempt if it is established as a work-related system that allows employees to purchase work-related books as corporate expenses. However, if it is established as a welfare system that subsidizes employees' book purchases, regardless of whether they are work-related, it may be subject to tax depending on the system's conditions. This configuration makes it easy to determine the target category of the additional pay amount corresponding to transaction data by setting the target category corresponding to the type of transaction content as determination information.

[0041] In this embodiment, data relating to advance payment settlement by employees may be acquired as transaction data. The transaction data relating to advance payment settlement may include, for example, the details of the product or service that is the subject of advance payment settlement, the advance payment amount, etc. This configuration makes it possible to support the generation of premium amount summary data in which premium amounts corresponding to transaction data relating to advance payment settlement are summarized.

[0042] In this embodiment, data associated with a payment using a payment card may be acquired as transaction data. The payment card may be, for example, a card contracted and owned by an organization (e.g., a corporate card) and may be loaned from the organization to an employee. Transaction data associated with a payment using a payment card may include, for example, the store (affiliated store) where the payment was made and the payment amount. This configuration makes it possible to support the generation of premium amount summary data in which premium amounts corresponding to transaction data associated with a payment using a payment card are tallied.

[0043] The management function control unit 112 can also be configured to acquire the determination result of the target category entered by the employee. In this case, the target category determined by the employee is entered based on determination information, and for example, the determination information sets whether or not the employee can enter the target category for each of multiple transaction content types. This configuration makes it possible to acquire the target category determined by the employee.

[0044] In this embodiment, the management function control unit 112 can be configured to output multiple aggregated payroll data corresponding to multiple employees belonging to a specific organization to the organization terminal 20 of the specific organization (for example, the organization terminal 20 used by a person in charge of payroll calculations), or to the payroll management system of the specific organization (for example, including a payroll calculation system). The format of the output data includes, for example, a CSV file format, a screen display format, and a format compatible with the API of the payroll management system, etc. This configuration promotes the use of aggregated payroll data.

[0045] Next, a specific example of one aspect of the service providing server 10 of this embodiment having such functions will be described. In this example, welfare services are provided to users who are employees of a company.

[0046] First, in this example, the information managed by each table included in the various tables 151 will be described. Figure 2 illustrates information managed by user information table 1511 in this example. In this example, user information table 1511 manages information related to company employees who are users of welfare services, and as shown in the figure, manages information such as a "company ID" that identifies the company to which the user belongs, an "employee ID" that identifies the user as an employee of the company, "basic information" including name, affiliation, address, contact information, etc., and a "number of points held" that is the number of welfare points held, in association with a "user ID" that identifies an individual user.

[0047] In this example, a company provides employee benefit points. For example, a predetermined number of benefit points are provided to employees at a timing predetermined for each company (for example, April 1st of each year). In response to the provision of benefit points, the number of points held in the user information table 1511 is updated.

[0048] 3 illustrates information managed by company information table 1512 in this example. Company information table 1512 in this example manages information related to companies, and as shown in the figure, manages information such as "basic information" including company name, address, contact information, etc., in association with a "company ID" that identifies an individual company.

[0049] FIG. 4 illustrates information managed by the determination information table 1513 in this example. The determination information table 1513 in this example manages determination information used to determine the value of the target category for the additional pay amount paid to an employee, and as shown in the figure, manages information such as a "taxable category" indicating whether the additional pay amount is income subject to income tax (taxable), a "remuneration target category" indicating whether the additional pay amount is remuneration subject to social insurance, and a "wage target category" indicating whether the additional pay amount is wage subject to labor insurance, in association with a combination of a "company ID" that identifies an individual company and a "transaction type" that indicates the type of transaction content. Thus, in this example, the determination information is the value of each target category corresponding to the type of transaction content, and is set for each company. The target category value includes characters in addition to numerical values.

[0050] 5 illustrates information managed by the welfare service menu information table 1514 in this example. The welfare service menu information table 1514 in this example manages information related to the welfare service menu provided to the user in the welfare service of this example, and as shown in the figure, manages information such as a "name," "description," a "category" indicating the category (field, genre) of this menu, a "transaction content type" indicating the type of transaction content corresponding to this menu, and a "required number of points" indicating the number of welfare service points required to use this menu, in association with a "menu ID" that identifies each individual welfare service menu.

[0051] FIG. 6 illustrates the registered contents of the welfare benefit menu information table 1514 (the correspondence between welfare benefit menu names, categories, and transaction content types). In this example, the categories can be said to be major classifications of welfare benefit menus, and the transaction content types can be said to be medium classifications of welfare benefit menus. For example, in the determination information table 1513, the transaction content type "learning cost subsidy (work-related system)" is set as remuneration subject to social insurance premiums, while the transaction content type "learning cost subsidy (welfare system)" is set as remuneration not subject to social insurance premiums. Also, in the determination information table 1513, the transaction content type "vaccines (person)" is set as income not subject to income tax, while the transaction content type "vaccines (family)" is set as income subject to income tax.

[0052] 7 illustrates information managed by the benefit menu usage management table 1515 in this example. The benefit menu usage management table 1515 in this example manages information related to the use of benefit menus by users, and as shown in the figure, manages information such as a "user ID" identifying the user who used the benefit menu, a "menu ID" identifying the benefit menu used, an "application date" indicating the date on which an application for use of the benefit menu was made, a "use date" indicating the date on which the benefit menu was used, a "surcharge amount" indicating the surcharge amount corresponding to the transaction accompanying the use of the benefit menu, a "taxable category" for the surcharge amount, a "remuneration category" for the surcharge amount, and a "wage category" for the surcharge amount, in association with a "use ID" that identifies an individual use.

[0053] 8 illustrates information managed by the premium payment total data management table 1516 in this example. The premium payment total data management table 1516 in this example manages premium payment total data, and as shown in the figure, manages information such as "total premium payment," "premium payment (taxable)," "premium payment (remuneration subject)," and "premium payment (wage subject)" in association with a combination of a "user ID" that identifies a user and a "subject year and month."

[0054] The information managed by each table in this example has been described above. Next, the processing executed by the service providing server 10 and the screens output on the group terminal 20 and the user terminal 30 in this example will be described.

[0055] 9 illustrates an example of a top screen 50 of a welfare service that is displayed on the user terminal 30. For example, when a user logs in to a welfare service provided by the service providing server 10, the screen 50 is displayed. As shown in the figure, the top screen 50 has a category selection area 54 for selecting a category of a welfare service menu, and a list display area 56 that displays a list of welfare service menus.

[0056] The category selection area 54 displays text (objects) corresponding to each category. When "All" is selected in the category selection area 54, all welfare program menus are displayed in the list display area 56. When other text is selected, welfare program menus for which the corresponding category is set are displayed in the list display area 56.

[0057] A plurality of individual display areas 561, each corresponding to an individual welfare program menu, are arranged in two vertical columns in the list display area 56. In the area 56, the individual display areas 561 displayed are switched by a flick operation or a slide operation in the vertical direction.

[0058] 10 illustrates details of the individual display area 561. As shown in the figure, the individual display area 561 displays information such as an image, name, description, and number of benefit points required for use of the corresponding benefit menu, and has an application button 562.

[0059] When the application button 562 is selected, a screen (not shown) for applying for use of the corresponding welfare service menu is displayed, and the user can apply for use of the corresponding welfare service menu via this screen. The content of the application is registered in the welfare service menu usage management table 1515. When use of the welfare service menu is applied for, the points required to use the menu are consumed, and the number of points held by the corresponding user is updated in the user information table 1511.

[0060] Also, in this example, when the content of a benefit menu application is registered in the benefit menu usage management table 1515, the corresponding additional amount and the value of each target category of the additional amount are set. Specifically, the additional amount is set to the amount obtained by converting the number of points consumed to use the corresponding benefit menu into currency (for example, 1 point = 1 yen). Also, for each target category, a value of each target category corresponding to the transaction content type of the corresponding benefit menu is set. The transaction content types of the benefit menu are managed in the benefit menu information table 1514, and the values ​​of each target category corresponding to the transaction content type are managed in the determination information table 1513.

[0061] 11 is a flowchart illustrating the process executed by the service providing server 10 when generating aggregate data of additional pay amounts corresponding to the use of welfare service menus. This process is executed for each company at a predetermined time each month.

[0062] As shown in the figure, the service providing server 10 first identifies usage information of the welfare service menu of the target company, the usage information of which the usage date is the target year and month (step S100). Specifically, in the welfare service menu usage management table 1515, usage information related to the use of the welfare service menu by employees belonging to the target company, the usage information of which the usage date is the previous month, is identified.

[0063] Next, the service providing server 10 generates and registers the additional pay amount summary data (step S110). Specifically, the additional pay amount summary data is generated based on the usage information of the identified welfare service menu and registered in the additional pay amount summary data management table 1516. The total additional pay amount is set to the sum of the additional pay amounts corresponding to each employee's use of the welfare service menu in the target year and month. Furthermore, the additional pay amount (taxable) is set to the sum of the additional pay amounts that are taxable among the additional pay amounts corresponding to each employee's use of the welfare service menu in the target year and month. Similarly, among the additional pay amounts corresponding to each employee's use of the welfare service menu in the target year and month, the additional pay amount (remuneration target) is set to the sum of the additional pay amounts that are remuneration target, and the additional pay amount (wage target) is set to the sum of the additional pay amounts that are wage target.

[0064] In this example, the generated and registered aggregated payroll data is provided to the corresponding company. FIG. 12 illustrates an example of an aggregated payroll data confirmation screen 200 output on the group terminal 20. As shown, the screen 200 has an affiliated organization input area 202 for inputting the affiliated organization, a target year and month input area 204 for inputting the target year and month, and a list display area 206 for displaying a list of aggregated payroll data. The list display area 206 displays a list of aggregated payroll data for employees belonging to the organization entered in the affiliated organization input area 202, i.e., the target year and month input area 204. This aggregated payroll data is used, for example, by a person in charge of payroll calculations at the company. This aggregated payroll data may also be output to the payroll calculation system of the corresponding company.

[0065] In the above example, a value of the target category is set for each transaction type, but for some transaction types, the user may select the target category individually without setting a value for the target category. For example, on a screen for applying for use of some of the employee benefit menus for which such transaction types are set, the user may individually select at least one of the taxable category, the remuneration category, and the wage category.

[0066] In the above example, the additional pay amount associated with the advance payment settlement of expenses such as transportation costs by the user may be managed. In this case, information regarding the advance payment settlement by the user is managed in the advance payment settlement management table 1517 included in the various tables 151.

[0067] 13 illustrates an example of information managed by the advance payment settlement management table 1517. As shown in the figure, the advance payment settlement management table 1517 manages information such as a "user ID" identifying the user who applied for the advance payment settlement, a "transaction content type" indicating the type of transaction content corresponding to the advance payment settlement, "application date," "advance payment date," "advance payment amount," a "taxable category" of the additional payment amount (advance payment amount), a "remuneration category" of the same, and a "wage category" of the same, in association with a "settlement ID" that identifies an individual advance payment settlement.

[0068] An application for reimbursement is made via a screen displayed on the user terminal 30. FIG. 14 illustrates an example of an application screen 60 for applying for reimbursement. As shown in the figure, the application screen 60 has an application content input area 62 for inputting application details, and an application button 64. The application details input via the application content input area 62 include the reimbursement date, reimbursement amount, and transaction type. The transaction type is input as a value selected from a plurality of predetermined values.

[0069] When the application button 64 is selected, an application for advance payment settlement is submitted. The contents of the application are registered in the advance payment settlement management table 1517. When the contents of the advance payment settlement application are registered in the advance payment settlement management table 1517, the value of each target category for the corresponding additional amount (advance payment amount) is set. Specifically, for each target category, the value of each target category (managed in the determination information table 1513) corresponding to the transaction content type entered in the advance payment settlement application is set. For example, in the determination information table 1513, the transaction content type "Transportation Value (Welfare Program)" (assuming travel expense subsidies under the welfare program) is set as income subject to income tax, while the transaction content type "Transportation Value (Business-Related Program)" (assuming business travel expenses) is set as income not subject to income tax. Note that instead of the transaction content type, the value of each target category may be directly entered as the application content on the advance payment settlement application screen 60. In this case, the values ​​of each target category entered by the user may be checked by a person in charge at the company (or a person in charge at the welfare service provider). Also, for example, when a specific transaction type (e.g., managed in the determination information table 1513) is entered, the values ​​of each target category may be entered directly by the user.

[0070] Then, similar to the additional pay amount corresponding to the use of the welfare service menu, aggregated data is generated and registered for the additional pay amount corresponding to the advance payment settlement.

[0071] In the above example, the additional amount corresponding to the payment using a credit card (corporate card) may be managed. In this case, information regarding the payment by the user using a credit card is managed in a payment management table 1518 included in the various tables 151.

[0072] 15 illustrates an example of information managed in payment management table 1518. As shown in the figure, payment management table 1518 manages information such as a "card number" identifying the credit card used for the payment, "merchant information" which is information about the merchant where the payment was made, "payment date," "payment amount," a "transaction content type" which indicates the type of transaction content corresponding to the payment, a "taxable category" of the additional amount (payment amount), a "remuneration category" for the same, and a "wage category" for the same, in association with a "payment ID" which identifies an individual payment. In this example, one credit card is loaned to one user, and the card number of the credit card used by the user is managed in user information table 1511.

[0073] 16 is a flowchart illustrating a process executed by the service providing server 10 in response to acquisition of credit card payment data. The payment data is acquired, for example, from a credit card company system.

[0074] Upon acquiring the payment data, the service providing server 10 first determines the transaction type based on the payment data, as shown in the figure (step S200). Specifically, the service providing server 10 generates a prompt that instructs output of the transaction type based on the payment data, inputs this to the large-scale language model, and determines the transaction type based on a response from the large-scale language model. Note that a correspondence relationship between credit card member stores and transaction types may be registered in advance in a table included in the various tables 151, and the transaction type corresponding to the member store indicated by the payment data may be identified based on this correspondence relationship.

[0075] Next, the service providing server 10 registers the payment information (step S210). Specifically, the payment information is registered in the payment management table 1518. When the payment information is registered in the payment management table 1518, a value for each target category of the corresponding additional amount (payment amount) is set. Specifically, for each target category, a value (managed in the determination information table 1513) corresponding to the transaction content type determined based on the payment data is set.

[0076] Then, similar to the additional pay amount corresponding to the use of the welfare program menu, aggregated data is generated and registered for the additional pay amount corresponding to payment using a credit card.

[0077] In addition, upon obtaining credit card payment data, a screen for inputting the corresponding transaction type may be output on the user terminal 30, and the corresponding user (the user using the credit card) may input the transaction type via that screen.

[0078] In the above example, the taxable category, the remuneration category, and the wage category are managed as the target categories for the additional pay amount, but in other examples of this embodiment, one or two of these three target categories are managed.

[0079] The service providing server 10 according to the present embodiment described above sets, for each organization, determination information (e.g., the value of each target category corresponding to the transaction type) used to determine the target category of the additional allowance to be paid to an employee, obtains the determination result of the target category of the additional allowance corresponding to the employee's use of welfare services based on the determination information, and generates additional allowance summary data in which the additional allowances paid to employees over a predetermined period are tallied based on the target category, making it possible to obtain the determination result of the target category based on the determination information set for each organization and to generate additional allowance summary data based on the determined target category.In this way, the service providing server 10 supports the generation of additional allowance summary data in which the additional allowances to be paid to employees are tallied.

[0080] In another embodiment of the present invention, the service providing server 10 provides a function to support the generation of additional payment amount summary data without providing welfare services. In this case, additional payment amounts corresponding to at least one of the use of welfare services, advance payment, and payment using a payment card may be managed, and the generation of the summary data may be supported.

[0081] In other embodiments of the present invention, some or all of the functions possessed by the service providing server 10 in the above-described embodiments may be realized by the service providing server 10 and the organization terminal 20 or the user terminal 30, or may be realized by the organization terminal 20 or the user terminal 30.

[0082] The processes and procedures described herein, other than those explicitly described, may be implemented by software, hardware, or any combination thereof. For example, the processes and procedures described herein may be implemented by implementing logic corresponding to the processes and procedures in media such as integrated circuits, volatile memory, non-volatile memory, and magnetic disks. The processes and procedures described herein may also be implemented as computer programs corresponding to the processes and procedures and executed by various computers.

[0083] Although processes and procedures described herein are described as being performed by a single device, software, component, or module, such processes or procedures may be performed by multiple devices, software, components, and / or modules. Also, the software and hardware elements described herein may be implemented by combining them into fewer components or breaking them down into more components. [Explanation of symbols]

[0084] 10 Service provider server 11. Computer Processor 112 Management function control section 114 Service provision control unit 15. Storage 1511 User Information Table 1512 Company Information Table 1513 Judgment information table 1514 Benefits Menu Information Table 1515 Benefits Menu Usage Management Table 1516 Additional pay amount summary data management table 1517 Advance payment management table 1518 Payment Management Table 20 Group terminals 30 User terminals 40 Server-side programs 42 Group terminal program 44 User terminal side program 50 Top screen 60 Advance payment application screen

Claims

1. 1. A system comprising one or more computer processors, the one or more computer processors comprising: A process of setting, for each of a plurality of organizations, determination information used to determine the target category of the additional allowance to be paid to an employee, which indicates whether the additional allowance is income subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance; obtaining transaction data associated with the employee; A process of acquiring a determination result of the target category of the additional pay amount corresponding to the transaction data based on the determination information set for the organization to which the employee belongs; and generating additional pay amount summary data in which the additional pay amounts for the employees for a predetermined period are summarized based on the target category. system.

2. The process of setting the determination information includes setting the target category corresponding to each of a plurality of transaction content types indicating the type of transaction content as the determination information; The process of acquiring the determination result of the target category includes determining and acquiring the target category corresponding to the transaction content type corresponding to the transaction data as the target category of the additional payment amount. The system of claim 1.

3. the process of acquiring transaction data includes acquiring transaction data associated with the employee's use of employee benefit services; The system of claim 1.

4. The process of acquiring the transaction data acquires the transaction data associated with the advance payment settlement by the employee. The system of claim 1.

5. The process of acquiring the transaction data acquires the transaction data associated with a payment made by the employee using a payment card. The system of claim 1.

6. The process of acquiring the determination result of the target category determines the transaction content type based on the transaction data. The system of claim 2.

7. The process of acquiring the determination result of the target category determines the transaction content type based on the input information input by the employee. The system of claim 2.

8. The plurality of processes includes a process of outputting a plurality of the additional pay amount summary data corresponding to a plurality of employees belonging to a specific organization to an information processing device of the specific organization or a payroll management system of the specific organization. The system of claim 1.

9. The process of generating the additional pay amount summary data includes generating the additional pay amount summary data in which the additional pay amounts for each of a plurality of employees belonging to a specific organization are summarized for each employee. The system of claim 1.

10. The process of generating the additional pay amount summary data generates the additional pay amount summary data in which the additional pay amount for the employee is summarized for each of the plurality of target categories. The system of claim 1.

11. 1. A method implemented by one or more computers, comprising: a step of setting, for each of a plurality of organizations, determination information used to determine the target category of the additional allowance to be paid to an employee, which indicates whether the additional allowance is income subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance; obtaining transaction data associated with the employee; acquiring a determination result of the target category of the additional pay amount corresponding to the transaction data based on the determination information set for the organization to which the employee belongs; and generating additional pay amount summary data in which the additional pay amounts for the employees during a predetermined period are summarized based on the target category. method.

12. On one or more computers, A process of setting, for each of a plurality of organizations, determination information used to determine the target category of the additional allowance to be paid to an employee, which indicates whether the additional allowance is income subject to income tax, remuneration subject to social insurance, or wages subject to labor insurance; obtaining transaction data associated with the employee; A process of acquiring a determination result of the target category of the additional pay amount corresponding to the transaction data based on the determination information set for the organization to which the employee belongs; and generating additional pay amount summary data in which the additional pay amounts for the employees for a predetermined period are summarized based on the target category. program.

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