Year-End & Severance
Four screens in the Payroll workspace deal with things that happen at year-end or when someone leaves: generating statutory year-end paperwork, tracking what unused leave is worth, recording prior payroll history when you migrate onto ianaiERP partway through a year, and running severance.
Year-End
The Year-End tab generates the statutory documents your country expects at year-end, one card per document type. It's country-aware — switch between US and Korea at the top of the page, along with the tax year:
- United States: W-2 (one per employee), W-3 (a single aggregate), and 1099-NEC (one per contractor vendor).
- Korea: Withholding Tax Receipt and Year-End Tax Settlement (per employee), Payment Statement (an aggregate), and Freelancer Withholding Receipt (per contractor) plus Freelancer Payment Statement (an aggregate of contractor payments).
Each card shows when it was last generated and its status, and gives you Generate (or Regenerate once one exists), Download PDF, Distribute — which emails the document to the employee or vendor, with a bulk Distribute Selected for multiple rows at once — and Mark Filed, which records an optional confirmation number. Every report is computed from year-to-date totals for the selected year; an aggregate report is built from everyone's already-generated per-employee (or per-contractor) reports, so generate those individually first if an aggregate report fails.
Opening YTD
Opening YTD Snapshots exist for one situation: your company starts using ianaiERP's payroll partway through a tax year, and you need this year's prior wages and withholding — from your old payroll provider or system — on record so that anything capped over the course of a year (like a wage-base ceiling) keeps calculating correctly for the rest of the year.
Each snapshot covers one employee for one tax year, with an effective date, the date the prior source's figures run through, one or more balance lines, and a required evidence attachment backing the numbers up. You also record why the balance is what it is — a new employee starting at zero, a year-start zero attestation, a conversion from a prior provider, a transfer from a predecessor employer, a common paymaster arrangement, or an agent/PEO arrangement. A snapshot is Draft until approved, and the person who created it can't approve it themselves; once approved it's locked, and a correction means creating a new snapshot that supersedes it rather than editing the original.
Leave Liability
The Leave Liability tab shows, for a chosen year, what each employee's unused paid leave is worth in money — entitled days, days used, days remaining, the employee's daily wage, and the resulting amount. In some jurisdictions, an employer that completes a specific leave-use promotion process — reminding employees to schedule their remaining leave, on a required notice schedule — can be relieved of paying it out; the table reflects whether that process was completed for each employee and, where it wasn't, treats the amount as still owed. Whether that process, if completed, actually relieves the obligation under your local law is a legal question outside what this screen determines — it reflects the promotion status you've recorded, not a legal conclusion.
Severance
The Severance tab is a running ledger of accumulated severance per employee: a plan type (defined-benefit, defined-contribution, both, or none), years of service, the total amount accrued, anything already paid out early, and the resulting accumulated balance still owed. Two actions are available per employee from the row menu:
- Issue Interim Settlement — records an early partial payout for a qualifying reason (for example, a first home purchase, a housing deposit, extended medical care for the employee or a dependent, bankruptcy, personal rehabilitation, long-term care, or disaster damage). The amount reduces the accumulated balance shown for that employee.
- Transfer to IRP — the final payout once an employee has resigned, moving their remaining accumulated balance (total minus any interim settlements already paid) into their retirement account. It's only available once the employee has actually resigned, hasn't already been paid out, and has a plan type other than "None."