Employee guide: From receiving a year-end adjustment request to submitting the application (when using a smartphone)

This page explains the year-end adjustment process using the screens displayed on a smartphone, from when an employee receives a year-end adjustment request, to answering the survey, to submitting documents to the personnel in charge. Please refer to Employee guide: From receiving a year-end adjustment request to submitting the application (when using a computer) for the procedure when using a computer.

1. Open SmartHR from the link listed in the email requesting year-end adjustment

Tap the link listed in the email titled “A request for year-end adjustment has arrived (年末調整の依頼が届きました)” to access SmartHR.

Enter your employee number or email address and password on the login screen and tap [Log in (ログイン)].

Refer to the following help pages if you have issues like forgetting your password or not being able to log in.

2. Tap [Year-End Adjustment Procedures (年末調整の手続き)]

When the request for year-end adjustment arrives, the [Year-End Adjustment Procedures (年末調整の手続き)] button will be displayed on your My Page.

Tap to display the [Your Year-End Adjustment (あなたの年末調整)] screen.

画像を表示する

3. Tap [Answer (回答する)] to begin the year-end adjustment

When you tap [Answer (回答する)], question 1 for the year-end adjustment will be displayed.

画像を表示する

Question 1 describes how to continue answering the questions at a later time, what documents are required, and an estimate of the time required to answer the questions for the year-end adjustment. Please be sure to read through this information.

Tap [Start (開始)] at the very bottom of the page to begin the process for answering the survey.

画像を表示する

4. Answer the survey

Please proceed through the survey, reading each question and selecting the answers that match your situation.

If you want to redo your answers

If you made a mistake when answering, tap the question (shown in blue) you wish to correct from the answer history below the selection button to redo your answers from that question on.

画像を表示する

If you accidentally delete the information entered in the survey

If you accidentally deleted any information registered in advance, either reload the screen or tap the previous question in the answer history and redo your answer. If you proceed to the next question with the information deleted, it will not be possible to recover the deleted information. Please re-enter the information that was deleted.

5. Check the information you entered

A screen to confirm the information. you entered so far will be displayed midway through the survey.

If you need to make corrections, do so from [< Correct the above content (＜上の内容を修正する)]. If you do not need to make corrections, tick off the [Confirmed (確認した)] checkboxes for all items, then proceed to the next question.

画像を表示する

6. Check the content of the application form

SmartHR's year-end adjustment feature automatically creates the various application forms for year-end adjustment based on your survey answers.

Check the content of the application form on the preview screen and if you need to make corrections, tap the question (shown in blue) you wish to correct from the answer history and redo your answers. You can also view the document in full screen on your smartphone by tapping [Open in a new window (別ウィンドウで開く)].

If there are no problems, tap [Complete entering information (入力を完了する)] at the very bottom of the page to display the survey completion screen.

画像を表示する

7. Return to the home screen

When [Return to the year-end adjustment home screen (年末調整のホーム画面に戻る)] on the survey completion screen is tapped, the message [The survey has been answered (アンケートに回答しました)] will be displayed on your year-end adjustment screen. You can check the created documents on your year-end adjustment screen.

画像を表示する

8. Prepare the necessary documents and submit them to a supervisor

Check [Document(s) to submit (提出する書類)] and [Related documents (関連書類)], print out the documents as necessary, and then submit them to your supervisor. Documents with the [Must print (要印刷)] label must be printed and submitted. Please use the [Sheets for affixing original copies (原本貼り付け用台紙)] shown under [Other (その他)] to affix and submit the original copies of documents such as certificates. If several sheets are required to affix original copies, follow the instructions of your supervisor in charge of year-end adjustments and submit them together as one.

If you need help

Refer to the Year-end adjustment help pages if you need more information about this procedure. The help pages contain frequently asked questions from employees.