A Health Insurance Year-End Settlement Installment Payment Management feature has been added under Payroll Settlement > Social Insurance.
This feature allows you to compare the year-end settlement insurance premiums notified by the Health Insurance Corporation with the settlement amounts actually deducted during payroll settlement,
and manage the remaining year-end settlement amounts.
To use this feature, [Social Insurance Management] permission is required.
Setting Up Health Insurance Year-End Settlement Installment Payment Management
Click the [Payroll Settlement] - [Social Insurance] - [Health Insurance Year-End Settlement Installment Payment Management] tab in the left menu, and set the health insurance attribution year and installment start month.
Select the health insurance Attribution Year, then set the Installment Start Month.
Health insurance year-end settlement amounts generally begin installment payments from April of the following year after the attribution year. Following this standard, in flex, the Installment Start Month can only be set to April or May of the following year.
Example) If the health insurance Attribution Year is set to 2025, the Installment Start Month can be set to April or May 2026.
Uploading Health Insurance Year-End Settlement Installment Payment Information
Please be sure to refer to the following when uploading health insurance year-end settlement installment payment information.
Only cases where the "Resident Registration Number" matches between the Calculation Statement and flex member information will be added as targets.
After uploading the Health Insurance Year-End Settlement Calculation Statement file, the Installment Payment Application file must be uploaded in order.
In the [Health Insurance Year-End Settlement Installment Payment Management] tab, click [Upload Installment Payment Info] in the upper right, then click [Upload Health Insurance Year-End Settlement Calculation Statement].
Please upload the [Health Insurance Year-End Settlement Calculation Statement] and [Installment Payment Application] files downloaded from the Health Insurance Corporation.
Once the upload is complete, the target information, total year-end settlement amount, payment type, number of payments, and notice deferral status will all be entered.
In the payment type, you can check who the targets are for 'Lump-sum Payment', 'Installment Payment', and 'Refund'.
Proceeding with Payroll Settlement Based on Installment Payment Information
The previous year's year-end settlement amount is reflected from the April notice.
For installment payment targets, settlement reason number 75 'settlement amount' is generated, and the year-end settlement amount is notified in installments according to the number of payments.
For lump-sum payment and refund targets, the 'year-end settlement' insurance premium is notified.
During payroll settlement, click [Health Insurance] in the deduction step, upload the notice file from the Health Insurance Corporation, and proceed with payroll settlement.
Checking Paid Installments and Remaining Installments
When payroll settlement is complete, the health insurance year-end settlement amount and installment payment amount (settlement amount No. 74) reflected in the payroll settlement will be reflected in [Paid Installments].
If multiple settlements were processed for the relevant attribution month, the combined amount of all settlements will be reflected.
Total Paid Installments: The sum of all paid installment amounts.
Remaining Installments: The remaining amount after subtracting paid installments from the total year-end settlement amount. If the Remaining Installments is 0 won, it can be considered that all health insurance year-end settlement amounts have been paid.
Processing Settlement Amounts for Employees on Leave of Absence and Reinstatement
What is [Leave of Absence/Reinstatement and Settlement Installment Notified Premium]?
This is the settlement amount notified as a combined sum of the leave of absence/reinstatement insurance premium and the year-end settlement installment notified premium.
Since the notice does not show the exact amount of each individually and automatic calculation is not possible, in order to accurately calculate the remaining amount of [Year-End Settlement Insurance Premium], manual input is required to separately enter the amounts of [Leave of Absence/Reinstatement Insurance Premium] and [Settlement Installment Notified Premium].
If you do not know the exact settlement installment notified premium amount, please inquire with the Corporation.
If there are employees on leave of absence or reinstatement, settlement reason number 75 settlement amount may occur in the notice file from the Health Insurance Corporation entered during payroll settlement.
This amount is reflected in the leave of absence/reinstatement and settlement installment notified premium field, and the status becomes [Confirmation Required].
Click the pencil icon in [Settlement Installment Notified Premium] within the leave of absence/reinstatement and settlement installment notified premium section.
Please directly enter the settlement installment notified premium.
The difference between the total leave of absence/reinstatement and settlement installment notified premium and the directly entered settlement installment notified premium is reflected as the leave of absence/reinstatement insurance premium.
The directly entered settlement installment notified premium is added to the [Total Paid Installments] and the Remaining Installments is newly calculated.
FAQ
If flex was introduced mid-year and a settlement was created through payroll migration, how can the Health Insurance Year-End Settlement Installment Payment Management feature be used?
If flex was introduced mid-year and a settlement was created through payroll migration, how can the Health Insurance Year-End Settlement Installment Payment Management feature be used?
If the [Health Insurance Year-End Settlement Insurance Amount] was clearly distinguished and migrated from the beginning of the year (January attribution) during payroll data migration, it will be combined in [Paid Insurance Premiums] so you can check the Remaining Installments.
If the health insurance premium was not distinguished between the current month amount and year-end settlement amount during migration, this feature cannot be used correctly.