Defining a company (HR)

Access Company (HR00.1).

Specify a code to represent the company.

Specify a description of the company.

To define the company address, specify this information:

Work Country: Specify the country where the company operates.
Multiple Work Countries: Select whether the process levels within this company can have different work countries.
PMTOUT Information 1: Specify the Employer Business Registry or the Business Identification Number.
PMTOUT Information 2: Specify the Employer Business Registry or the Business Identification Number.

Click the Options tab.

To define the employee options, specify this information:

Automatic Employee Number: Select whether an employee number is assigned by the system when you add an employee.
Last Employee: If you select the automatic employee numbering, then specify the starting number.
Print Order: Select the default print order for reports.
Annual Hours: Specify the annual full-time equivalent hours worked by an employee.

To define the security options, specify this information:

Security Level: Select the default security level for the company.
Location: Select the default security location for the company.
Employee Search Limit: Select the number of employees the system reads on a next or previous action when you use the employee level security.

To define the deduction options, specify this information:

Federal Limit: Select whether the system stops deducting all employee-paid 401(k), 403(b), and 457-type deductions when an employee reaches the deferral pre-tax limit for the year.
After-Tax Rollover Deductions: If you select No in the Federal Limit field, the After-Tax Rollover Deductions field indicates whether to use after limit deductions when an employee reaches the pre-tax limit for 401(k), 403(b), and 457 type deductions.
Defined Contribution Deduction Class: If you use the Infor Benefits Administration application, then you must use this field to create a defined contribution deduction class.
Note: On the initial setup, an entry in the Defined Contribution Deduction Class field automatically creates the deduction class in Deduction Class (PR02.1). All deductions tied to this deduction class in Deduction (PR05.1) are applied to the Section 415 maximum annual additions limit defined in Benefits Annual Limits (BN12.1). The system stops deducting all of these deductions for an employee when the limit is reached.

To define the currency options,specify this information:

Currency: Select the base currency in which the company conducts its business transactions.
Note: The currency must be the same as the currency used by the General Ledger company in Company (GL10.1).
Multiple Currencies: Select whether the company can use more than one currency. If you select Yes, then you can assign a different currency to each process level.
Regulatory Address Format: Select which address line from Company (HR00), Process Level (HR01), or Employee (HR11) are the location address and the delivery address. To use the address line 1 as the location address and the address line 2 as the delivery address, select 1. To use the address line 2 as the location address and the address line 1 as the delivery address, select 2.
This field is referenced by EFW2 File Creation (PR299) for the location and delivery addresses in the RA, RE, RW, and RS records of the EFW2 file.
Post LP hours to GL and AC: Select Yes to Post LP hours and units to GL and AC.
GHR Benefits Company: If the company is using Global HR Benefits, then select Yes. If the benefits are processed through the HRM/S3 product, then leave this field blank or specify No.

If you use the Payroll application, then define payroll options on the Payroll tab. Specify this information:

Payroll Tax Company

Specify whether the taxes are calculated within the application. This field shows Yes if one of these conditions is true:

The company's work country is the United States and the U.S. Tax Company field is populated.
The company's work country is Canada and the Business Number Code field is populated with a Canadian Tax Company.
The company has multiple work countries, and either the Tax Company field or the Business Number Code field is populated.

US or Canada Payroll Year

Specify the payroll year that should match the calendar year for which you are currently processing payrolls. The Payroll Year End Close (PR999) updates this date, but you can also manually change this field.

Overtime Pay Class

Select a pay class that prevents you from entering overtime pay for an overtime exempt employee.

Noncash Pay Class

Select a pay class that represents the non-cash income to the employee. All gross amounts from pay summary groups that are tied to the non-cash pay class are subtracted before calculating a net payment.

Tips Pay Class

Select the pay class that enables both hours and amounts to be specified on time records without being multiplied.

Include Tips Calculation

Select whether the Tip Calculation (TP135) is a required program in the payroll cycle.

Include Overtime Calculation

Select whether the FLSA Overtime Calculation (PR132) is a required program in the payroll cycle.

Batch Control

Select whether you must specify the batch control totals in Batch Time Control (PR37.1) to release a batch of time records.

Auto Batch Numbering

Select whether the batch numbers are assigned by the system when you add time records.

Last Batch

If you use automatic batch numbering, then specify the starting number.

Distributions

Select whether the system creates payroll distribution history when you run the Payroll Close (PR197). Distribution history provides data for detail drill arounds and reversing general ledger entries for voided payments.

Note: If you do not create a distribution history, then the data is not available for detail drill arounds. When you void a payment, the reversing general ledger entries are created by the system based on the current general ledger information rather than the distribution history.

General Ledger Transactions

Select whether the system creates a general ledger transaction records when you run the General Ledger Posting (PR198).

Post Hours and Units to GL

Select whether the system posts hours to the General Ledger. To post hours, the specific account within the General Ledger must enable units.

Override Deduction Expense

To not add field for PR197 and not override the processing of company-paid deduction expenses, select 1. To add field for PR197 and override processing of company paid deduction expenses, select 2. To add field for PR197 and override processing of specified company paid deduction, select 3.

Post Employer Paid Ded to AC

Select whether the employer-paid deductions are posted to Project Accounting (AC). If activity burdens or allocations are used to calculate and post employer-paid fringe, then select No.

Accounts Payable Company

To create invoices for payroll-related payables, select the accounts payable company where to post the payroll information.

Interface Flag

Select a method to integrate GL/AP records.

On the Bank tab, define bank information. Specify this information:

Bank Code

Specify or select the code that associates the bank account with a General Ledger cash account for the company's payroll payments.

Direct Deposit Company ID

Optionally for U.S. only, specify the company's direct deposit ID number.

Immediate Destination

Specify the routing number of the direct deposit operator or receiving point where you send the file. If you do not specify a routing number, the system uses the originating DFI as the immediate destination on the File Header Record on the direct deposit tape file. This is referenced by the check printing programs when creating the TAPE file for ACH transactions:

Immediate Destination (bTTTTAAAAC) in the File Header Record NACHA details
This 10-character field begins with a blank in the first position, followed by the four-digit Federal Reserve Routing Symbol, the four-digit ABA Institution Identifier, and the Check Digit (bTTTTAAAAC).

Immediate Origin

Optionally for U.S. only, specify the routing number of the direct deposit operator or sending point of the file.

On the Accounts tab, define the General Ledger accounts that are used by the company.

On the Tax tab, define the tax options. Specify this information:

Tax Company

Specify the tax company to associate with this company. This tax company determines this information:

Unemployment experience rates for a United States company
Employment insurance rates for a Canadian company
Overrides of miscellaneous taxes for this company

Reciprocal Calculations

Optionally for U.S. only, select whether the Payroll application can perform state reciprocal calculations.

Benefit Contribution Allocation

Optionally for U.S. only, select how to allocate the benefit plan contributions in reciprocal situations.

Local Maximum

Optionally for U.S. only, select whether the company uses the local maximum (coterminous) taxing method provided by BSI. This does not apply to ALLTAX.

Note: The local maximum tax method is used for overlapping jurisdictions that concurrently impose taxes. The rate in each jurisdiction is limited to a percentage of the maximum allowed rate. Local maximum is used primarily in Pennsylvania.

Employee Tax Address

Optionally for U.S. only, select the address that the Tax Engine TaxLocator must use to determine the employee live location. This does not apply to ALLTAX.

Employee Tax Filter

Select the level of taxes that should be assigned by TaxLocator. For example: all, federal and state, or federal. This field does not apply to ALLTAX.

Employee Tax Message Level

Select the message level that should be stored in the Tax Engine database for the company and all process levels.

Related Report Entities

Select whether the independent process levels and tax reporting groups of this company are related for tax purposes.

Tax Form Validation

Optionally for U.S. only, select the type of forms that are valid for tax reporting of pension payments for this process level.

Local Reciprocal Calculations

Select the local reciprocal calculations that you can use to engage alternate reciprocity rules for PA locals as determined under PA Local House Bill 172.

Ohio Resident Local Courtesy Tax

Select a value to determine how Ohio Resident Local Courtesy Tax is calculated.

If Value 1 is selected, Local Courtesy Withholding within BSI setup should be unchecked.

Business Number Code

Optionally for Canada only, specify the business number code to use for this company. The business number code is a Lawson code that represents the business number for Canada employers.

Note: The business number and the business number code have a one-to-one relationship. The business number code and the process level point to a unique business number.

Quebec Enterprise Number Group

Optionally for Canada only, select the Quebec enterprise number group to use for this company.

Note: The Quebec enterprise number group is a Lawson code that represents the business number for Quebec employers.

Maximum CPP/EI Indicator

Optionally for Canada only, select whether you want to use the maximum pension plan and the employment insurance deduction for federal tax credits.

Related Reporting Entities

Select the option to indicate whether this company uses related process levels.

RRSP Subject to QPIP

Select the option to indicate whether the company-paid deduction with tax status of C0 or C1 should be subject to QPIP employee and employer premiums.

If the company uses the Personnel Administration application, define personnel options on the Personnel tab. Specify this information:

Automatic Position Number: Select whether the system should automatically assign a position number when you add a position in Position (PA02.1).
Last Position: If you select automatic position numbering, then specify the starting number. If you leave this field blank, then the default value is 1. After the initial setup, this field displays the last position number that was automatically assigned.
e-Recruiting: Select the extent to which e-Recruiting is used by the company. If you select Assigned per Process Level, use the e-Recruiting field on Process Level (HR01.1) to indicate whether that process level uses e-Recruiting.
Automatic Requisition Number: Select whether the system assigns the requisition number when you add a requisition for a job code or position.
Last Requisition: If you select the automatic numbering, then specify the starting number.
Note: After the initial setup, the last number assigned, whether manually or automatically, is displayed on the inquiry. The next number is assigned to the next requisition added.
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Requisition Closed Status: Select the value to use when a requisition is automatically closed.
Note: A requisition can be automatically closed when the company makes an employment offer to an applicant.
Automatic Applicant Number: Select whether an applicant number is automatically assigned by the system when you add an applicant.
Last Applicant: If you select the automatic applicant numbering, then specify the starting number. If you leave this field blank, then the default value is 1.
Note: Whether you select automatic applicant numbering, the last applicant number assigned is displayed in this field after the initial setup.
EEO-4 or EEO-5 Report: Optionally for U.S. only, select whether the company is required to file an EEO-4 report.
Duplicate Social Nbr: Select whether to allow duplicate social security numbers within the same work country when an employee is added. If you select No, then the duplicate numbers are not allowed. If you leave this field blank, then the application will display a warning, but the employee can be hired.
Position Action: Select the personnel action code to use when the immediate update is used on Position (PA02.1).
Position Action Reason: Select the reason code to use when the immediate update is used on Position (PA02.1).
Default Correction Method: Select the default method used to correct employee history audit files when you perform a retroactive change.