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Sap HR Payroll This component/sub module provides solution for calculation of remuneration for work performed by an employee in an organization. The SAP HR Payroll India component integrates with other SAP HR components such as Personnel Administration (PA) and Personnel Time Management(TM. There are interfaces to Financial Accounting and Controlling (SAP FICO). What are important General Payroll infotypes? 0003 Payroll Status 0008 Basic Pay 0025 Appraisals 2010 Employee Remuneration Info Infotype 0416 Time Quota Compensation Infotype 0015 Additional Payments 0057 Membership Fees 0128 Notifications Infotype 0052 Standard Wage Maintenance 0014 Recurring Payments/Deductions What are US Payroll Infotypes? Besides the common infotypes these are some of the U.S pay roll specific infotypes that need to configure in SAP US Payroll. Infotypes Infotype Description 0195 Garnishment Order 0194 Creating a Garnishment Document 0216 Garnishment Adjustment 0161 IRS Limits 0161 Creating IRS Mandates for an Employee

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Page 1: Sap HR Payroll - docshare04.docshare.tipsdocshare04.docshare.tips/files/23680/236807103.pdf · The SAP HR Payroll India component integrates with other SAP HR components such as Personnel

Sap HR Payroll

This component/sub module provides solution for calculation of remuneration for work performed by an employee in an organization.

The SAP HR Payroll India component integrates with other SAP HR components such as Personnel Administration (PA) and Personnel Time Management(TM. There are interfaces to Financial Accounting and Controlling (SAP FICO).

What are important General Payroll infotypes?

0003 Payroll Status

0008 Basic Pay

0025 Appraisals

2010 Employee Remuneration Info Infotype

0416 Time Quota Compensation Infotype

0015 Additional Payments

0057 Membership Fees

0128 Notifications Infotype

0052 Standard Wage Maintenance

0014 Recurring Payments/Deductions

What are US Payroll Infotypes?

Besides the common infotypes these are some of the U.S pay roll specific infotypes that need to configurein SAP US Payroll.

Infotypes Infotype Description

0195 Garnishment Order

0194 Creating a Garnishment Document

0216 Garnishment Adjustment

0161 IRS Limits

0161 Creating IRS Mandates for an Employee

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0208 Work Tax area

0207 Residence Tax Area

0207 Creating Residence Tax Area Data

0210 W-4 Withholding Information

0234 Creating Withholding Overrides

0234 Withholding Overrides

0208 Creating an Employee's Work Tax Area

0235 Other Taxes

0209 Unemployment State

0446 – 0457 U.S. Tax Payroll ITS

0506 Tip Indicators

0496-0501 U.S. Benefits Payroll

What are Payroll India specific infotypes?

Infotypes Payroll India Specific Infotypes

0580 Previous Employment Tax Details

0581 Housing (HRA / CLA / COA)

0582 Exemptions

0583 Car & Conveyance

0584 Income From Other Sources

0585 Section 80 Deductions

0586 Section 80 C Deductions

0587 Provident Fund Contribution

0588 Other Statutory Deductions

0589 Individual Reimbursements

0590 Long term reimbursements

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What is payroll area and uses of payroll area?

Employees payroll area is maintained in Organization assignment infotype(0001).Payroll areas are used to group together employees for whom payroll is run at the same time. Employees from different employee subgroups can belong to the same payroll area.Payroll Control record should be created for every payroll area. This control record controls the individual stages of payroll.

How to create payroll area?

IMG Path for Creation of Payroll Area:

IMG->Personnel Management -> Personnel Administration -> Organizational Data -> Organizational Assignment->

Do below 3 steps to create a payroll area.

1.Create Payroll area (for text)

2.Create Payroll area

3.Check Default Payroll Area (To maintain feature ABKRS).

Which criteria determine payroll areas?

Payroll Area are mainly determined on

1.) Payroll cycle Eg: Monthly , Bi Monthly

2.) Payment Date

What is the feature to Default Payroll Area?

Payroll Area is used to group employees whose payroll is run with same frequency and same payment date.Employees from different employee subgroups can be belong to the same payroll area. We can use feature ABKRS to set default payroll area value based on enterprise structure and personnel structure.

Payroll Control Record is important for the payroll run, and which contains all the information on a payroll area.

What are main functions/status of a payroll control record?

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The main functions/status of a control record are:

1)Released for Payroll

2)Release payroll for corrections

3)Exit Payroll

4)Check Payroll Results

What are the uses of Payroll Control Record?

Main role of Payroll Control Record are

1. To display the payroll status (released for payroll, release

for corrections, check payroll results, exit payroll).

2. To determines last payroll run period

3. To determines earliest retro accounting period.

2.What is meant by a control record in Payroll?

Transaction code to access Payroll Control Record is PA03.

SPRO path:

Personnel Management -> Personnel Administration -> Organizational Data -> Create Control Record.

The Payroll Control Record describe the current payroll period and payroll past for retroactive accounting. Payroll Control Record locks the HR Master Data against changes during a payroll run.

What is meant by payscale structure? How did you configure payscale structure?

Payscale structure is defined by following element

Payscale area, payscale type, payscale level , payscale group, Employee sub group grouping for CAP.

How do we assign employees to the pay scale structure?

We assign employees to the pay scale structure in the following infotypes

Basic Pay (0008),Recurring Payments and Deductions (0014),Additional Payments (0015) and Wage

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Maintenance (0052).

What are the important elements in pay scale structure?

Pay scale type

Pay scale area

Employee subgroup grouping for collective agreement provisions

Pay scale group

Pay scale level

Difference between Off cycle payroll and retroactive account?

Any Payroll run that is carried out other than regular payroll run is called as Off-Cycle payroll run.

Examples for Off-Cycle payroll run are additional payment, bonus, advance payment.

The payroll run for a period is completed .if there is change in HR master data for which period the payroll has already been run, the payroll must be run once again for this period using current values. This is known as retroactive accounting. Retroactive accounting is a standard procedure of SAP-HCM which provides the changes in the last period.

Example:

If SAP HR system is live from 06.01.2008 and in 2010 the company decided to increase the reimbursement/Salary of employees w.e.f 01.01.2011 then the system will calculate all the arrears due toan employee from 01.01.2011.

When you perform a Off-cycle payroll?

Any Payroll run that is carried out other than regular payroll run is called as Off-Cycle payroll run.

Examples for Off-Cycle payroll run are additional payment, bonus, advance payment.

Difference between Regular payroll and Off Cycle payroll?

Regular payroll runs only at fixed payroll date. for example 30 th of every month.

For Off cycle payroll there is no fixed payroll date. For example bonus payment for certain employees on 10 th of a month.

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What are the advantages of off cycle payroll run?

1.Correction Payroll -Off-Cycle payroll run allows to give adjustment for all erroneous payroll

2.Bonus payment to an employee for a special occasion.

3.Carry out an immediate correction run

4.Advance Payroll Run -We can run payroll for several periods in advance. for example, an employee is leaving the company

5.Individual Off-Cycle Payment Run

6.Mass Off-Cycle Payment Run

What are the Configuration steps of Off Cycle payroll run?

IMG->Payroll ->Payroll India -> Off cycle activities -> Recurring Check entry permissibility per infotype(0267)

IMG-> Payroll ->Payroll India -> Off cycle activities -> Set up Off cycle reasons

IMG-> Payroll ->Payroll India -> Off cycle activities ->Define default for payment in advance

IMG-> Payroll ->Payroll India -> Off cycle activities ->Specify default for wage types

IMG-> Payroll ->Payroll India -> Off cycle activities ->Specify default for payroll results

IMG-> Payroll ->Payroll India -> Off cycle activities ->Specify default for payment methods

How does the system know when to trigger retroactive accounting for a particular employee?

When there are some HR master data change related to payroll past

What is Matchcode W used for?

Matchcode W is a list of all those personnel numbers for a selected payroll accounting area and its payrollperiod which were rejected during payroll accounting because of incorrect data, and therefore could not be included in a payroll run.

What steps are required to post payroll results to Accounting?

Posting to Accounting includes the evaluation of the payroll results, the creation of summarized

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documents and posting them in the Accounting components.

When posting to Accounting, you carry out the following activities:

Simulating a Posting Run

Creating A Posting Run

Checking a Posting Run

Checking the Posting Documents

Releasing Posting Documents

Posting Posting Documents

Checking Accounting Documents

Checking the Completeness of the Postings

Where do you specify whether an employee is paid in cash or whether the money is transferred to a bank account?

IT 0009

How Time management and payroll is is integrated?

Time management and Payroll are integrated through the info type 0007. Time data (employee working hours) is collected from It 0007 and these hours are taken in basic as Number of hours worked .

What is the connection between Planned Working Time (IT7) and Basic Pay (IT 8)?

The system takes Employment Percentage and Average working hours from IT 0007 are defaulted into Capacity Utilization level and Working hours per period in IT 0008. Capacity utilization level and Work hours/period fields in Basic pay infotype are brought to IT0008 from IT0007.

Integration between time and payroll is done here.

How do you run payroll?

There are the steps to run the pay roll

a) Simultaion

b) Release Pay roll

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c) Start pay roll

d) Check the pay roll

e) Correction and Exit the pay roll

How do your correct payroll?

We can correct payroll using transaction PC00_M99_PA03_CORR.

How to Check Payroll Results

We can use the transaction PC_PAYRESULT to displays all payroll related tables in SAP (i.e., RT, RT_, CRT, BT, Versc etc.).

Steps to execute transaction PC_PAYRESULT

1. Enter transaction PC_PAYRESULT

2. Enter the Personnel number of the employees you wish to view pay result and Enter the date you wish to view all results from

3. Press Enter

4. Click on the personnel number to see payroll results. You will get an Overview of Payroll Results section

To view the tables double click on the Payroll results line Item

5. Double click on the payroll program table to view more details.

How to Delete Payroll Results?

We can delete payroll results in case accidentally run off cycle payment for an employee.

Using transaction PU01 we can delete the latest payroll result for an employee if payroll has not been posted to GL account yet.

How to Delete multiple payroll results?

We can use the program RPUDEL20 to delete multiple payroll results of many employees.

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What are the importance of Payroll Status infotype (0003)?

The Payroll Status infotype (0003) stores data for employee’s payroll run and time evaluation.

It is created automatically by the system, in the background, during the Hiring Action. Data is updated automatically when time is evaluated, payroll is run, or changes are made to the payroll past for the employee.

The start date is when Payroll is first run for an employee and the end date is

system end date (12/31/9999).The system stores the following information

about an employee’s payroll status.

The info type screen is divided into two tabs:

Ø Payroll/Retroactive Accounting

Ø Time Evaluation

IT0003 fields description are as follows.

Payroll/Retroactive Accounting

Earl.pers. RA date -If you want to set a retroactive accounting limit for an employee that is different fromthe date set in the control record of employee payroll area, you specify the date here to which the system can run retroactive accounting.

Accounted to - Date until which payroll has last completed for an employee.

Run Payroll up to - Day to which date payroll is run for an employee if he or she has left the company.This field is set the date to which payroll is run for an employee if the employee leaves the company but need to be still paid.

Earliest MD Change - if you change payroll related master data, the start date of validity of those master data is set here. This date is deleted after each completed payroll run. The program recognizes whether and when payroll must be repeated to take master data changes into account.

Do not Account After -Payroll is run for this employee until this date.

Master data Change Bonus -To perform retroactive accounting in connection with bonus accounting.

Pers. Number locked – You can use the Pers.no.locked indicator to exclude an employee frompayroll.

Payroll correction – The Payroll Correction indicator is set by the system if payroll relevant data has been changed in the correction phase or if an employee is not accounted for during a payroll run because of an error in their master data or time data.

Time Evaluation

Earl. Pers. Rec. date – To determine a retroactive accounting limit up to which retroactiveaccounting for

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time evaluation and pair formation is possible for the employee.

PDC recalculation date – This date refers to the date of the employee’s last error-free time evaluation

Pers. Calendar from – This field contains the date as of which the employee’s personal calendar is generated

PDC Error indicator – The Time Evaluation program checks this indicator for an employee if there is an error during the time evaluation process and cannot correctly perform the evaluation.

Is it possible to configure a single payroll to pay an individual in multiple currencies?

No.

Can we delete a posting run?

Yes. It can be reversed before the Bank transfer.

What is Symbolic Amount?

Symbolic account is an intermediate account between G/L account and wage types while posting wage type results to FICO.

How to Map Symbolic Account to G/L Account ?

Below are 2 SAP transactions used to map symbolic accounts to different General Ledger Accounts.

OBYG

OBYE

How to delete Payroll Results?

Use transaction PU01 to delete the lastest payroll result for an employee provided payroll has not been posted to GL account.

How the payroll results of employees are transferred to SAP FICO module?

SAP HCM is basically Integrated with FICO through the Cost Center , GL account , Vendor Account etc. For integration link the symbolic accounts(from HR) to GL accounts. Symbolic accounts are the point of integration between FI and HR.

Symbolic accounts forms the link between the wage types in payroll and G/L accounts.

Every wage type have to assign the Symbolic account. The symbolic account will decide to which type of account (Expense Account, Balance sheet Account, Customer, Vendor) the postings will made in Finance.

a.Run the Payroll

b.Creating the Data Medium Exchange (DME) for payments

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c.Posting to Financial Accounting

d.Posting Third-Party Remittance.

Pay Scale Group and Pay Scale Level

Pay scale groups and pay scale levels are the criteria used to classify data for job evaluations and indirectvaluations. Pay scale levels are subdivisions of pay scale groups.

You define pay scale groups and levels per country grouping, pay scale type, pay scale area and employee subgrouping grouping for the collective agreement provision in Customizing for Personnel Administration. When doing so, you describe pay scale groups using an alphanumeric identifier with a maximum of eight characters and describe pay scale levels using a two-character alphanumeric identifier.

Pay scale typeThe pay scale type defines the area of economic activity for which a collective agreement is valid. The area in which it is valid may be determined at company or trade union level and often applies to a whole industry, for example, the chemical and metal processing industries or the civil service.

The pay scale types are described by a four-character alphanumeric identifier per country grouping and are defined in Customizing for Personnel Administration.

Within a pay scale type, you define the pay scale groups and levels for each pay scale area and employee subgroup grouping for collective agreement provisions.

Pay scale areaThe pay scale area defines the geographical area in which a collective agreement is valid. The geographical validity area is determined by the size of the pay scale area. In Germany, you differentiate according to the size of the pay scale area, the district, borough, state, and country pay scale, for example, Hessen, Saxony.

The pay scale areas are described by a four character alphanumeric identifier per country grouping and are defined in Customizing for Personnel Administration.

Within a pay scale area, you define the pay scale groups and levels for each pay scale type and employee subgroup grouping for collective agreement provisions.

PCR.. Personnel calculation Rules Conditions that are written to the Schemas (in pay roll and TM). To edit them to met the specific requirement of the Clients Time and Wages evaluation.

CAP is Collective Agreement Provision based on which the different groups of Employees are eligible for different kinds of pay scale structures and benefits and son on. CAP is based on the following components : 1) Pay scale type 2) Pay scale area 3) Employee subgroup grouping for CAP 4) Pay Scale Group and Pay Scale Level - See more at: http://www.saptechies.org/what-is-the-difference-between-pcr-and-cap/#sthash.I35OqZR3.dpuf