Valuating Absences - Processing Absences in Schema

Processing Absences in Schema

Exercise 12: Valuating Absences

Exercise Objectives

After completing this exercise, you will be able to:

• Adjust personnel calculation rule XMOD to meet customer requirements

• Include a constant, daily vacation bonus in the payroll run

• Maintain counting class information for an unpaid absence

Business Example

Your company pays a vacation bonus for each day of leave. The amount of the vacation bonus varies depending on the employee's organizational assignment.

Task:

Your company pays a constant vacation bonus of 20.00 per payroll day. You want to include the vacation bonus in the payroll run using the absence Leave.

Leave is recorded in the Absences infotype (2001) with the attendance/absence type 0100. Your company allows employees to take unpaid leave. You can record this type of leave using attendance/absence type 0620. Unpaid leave should be considered when creating the counting class for unpaid absences but should not generate a wage type.

Note: The unpaid absence is primarily being configured for use in a later exercise.

1. Determine the absence valuation grouping for your employee by setting modifier MODIF A to value yy (yy = ## + 60) for employee subgrouping 3 in personnel calculation rule ZM## (## = group number) for the Valuation of Absences table.

2. To ensure that the vacation bonus is valuated as a constant, assign a constant valuation basis to the wage type 40## “Vacation bonus”. Enter the valuation indicator K as the valuation basis of your wage type.

Create an entry for wage type 40## Vacation bonus in the table Constant Wage Type Valuation under the payroll modifier xx (xx = ##+50) using 20.00.

3. To ensure that wage type 40## is included in your payroll runs, you must create an entry for your absence valuation grouping in the Valuation of Absences table. Use the entry for the absence valuation grouping 01 and the valuation rule 01 as a model and create an entry for your absence valuation grouping yy and the valuation rule 01 leave (yy = ## + 60). Use counting

class 01, and ensure that the absence is paid at 100%. The vacation bonus should be effected for each payroll day of the payroll period in which leave begins (B).

4. To produce counting information when employees take unpaid leave, you must create another entry in the Valuation of Absences table. Create an entry for your absence valuation grouping yy and the valuation rule 11 Unpaid Absences. Use counting class 03 Other Absences at 100% rate. Make sure to deactivate the field Paid.

5. Record leave for your employee using attendance/absence type 0100 that starts in the last week of March and ends in the first week of April.

6. Release and run the payroll for period 03. Check your payroll results to ensure that the entire leave was paid at the rate of 20.00 per day. If your results are correct, exit payroll for period 03.

7. Change the time of payment for the vacation bonus to payment of the full amount in the payroll period in which leave ends (E). Change your entry for absence grouping yy and now run payroll for period 04. What must you take into account as you do this?

Check your results in the payroll log to confirm whether the entire leave was paid within period 04. Do not exit payroll.

8. Change the time of payment for the vacation bonus to payment within the relevant payroll period (I). Use the Forced Retroactive Accounting as of field to trigger retroactive accounting for period 03. If there are no errors, exit payroll for period 04.

Solution 12: Valuating Absences

Task:

Your company pays a constant vacation bonus of 20.00 per payroll day. You want to include the vacation bonus in the payroll run using the absence Leave.

Note: The unpaid absence is primarily being configured for use in a later exercise.

a) To set up the absence valuation grouping in personnel calculation rule ZM##:

IMG → Payroll → Payroll International → Absences → Define Grouping for Absence Valuation

Choose the activity Define Grouping for Absences Valuation.

Note: The IMG automatically calls personnel calculation rule XMOD. Since you have already copied personnel calculation rule ZM## from XMOD and included it in schema Z0## (## = group number), you now want to edit rule ZM##.

In the Graphical Editor, open employee subgroup grouping 3 for Payroll. Continue to open the structure until you reach the operation MODIF A=01. With the cursor on this operation, select the Change Entry icon. Overwrite the value 01 with your modifier yy (yy = ##

+60, for example group 01 = 61). Select Enter to confirm the change.

Save your changes.

Create an entry for wage type 40## Vacation bonus in the table Constant Wage Type Valuation under the payroll modifier xx (xx = ##+50) using 20.00.

a) To create constant valuation for wage type 40##:

IMG → Payroll → Payroll International → Time Wage Type Valuation

→ Valuation Bases → Assign Valuation Bases

Change the following entry by selecting your wage type. Press the Delimit button and in the Valid From field, enter 01.01.current year.

Enter the valuation basis for the current wage type:

Wage type 40##

Valuation basis K

IMG → Payroll → Payroll International → Time Wage Type Valuation

→ Valuation Bases → Constant Valuation Bases → Define Wage Type-Dependent Constants

Choose the activity Determine Constant Valuation per Wage Type.

Create the following entry:

PayMo xx (## + 50)

Wage type 40##

Start date 01.01. Current year

End date 12.31.9999

Value 20

class 01, and ensure that the absence is paid at 100%. The vacation bonus should be effected for each payroll day of the payroll period in which leave begins (B).

a) To create the entry for the absence valuation grouping yy and the valuation rule 01, choose:

IMG → Payroll → Payroll International → Absences → Valuation of Absences → Create Counting Classes for Absence Valuation

Choose the activity Absence Valuation: Expert View.

Create the following entry:

AbsValGrp yy (## + 60)

Valuation rule 01

Start date 01.01. Current year

End date 12.31.9999

In the Define Counting Classes section, enter (use the Insert icon immediately below the table to make it ready for input):

Counting class 01

Paid activated

Percentage 100

In the Valuation using Constants/Averages section, enter (use the Insert icon immediately below the table to make it ready for input):

Wage type 40##

Time B

Percent 100

Time unit RT

Basic pay split activated

After saving your entries, return to the overview screen for the table.

a) To produce counting class information when an employee takes unpaid leave, you must create another entry in the Valuation of Absences table (without making entries in the Valuation using Constants/Averages section).

Create the following entry:

AbsValGrp yy (## + 60)

Valuation rule 11

Start date 01.01. Current year

End date 12.31.9999

In the Define Counting Class sections, enter:

Counting class 03

Paid deactivated

Percentage 100

5. Record leave for your employee using attendance/absence type 0100 that starts in the last week of March and ends in the first week of April.

a) To record cross-period leave for an employee and then to run payroll, choose:

SAP Menu: Human Resources → Personnel Management → Administration → HR Master Data → Maintain

Choose the infotype tab Working times. Select the infotype Absences and choose Create.

Enter the following data:

Period from a workday in the last week of

period 03

Period to a workday in the first week of

period 04

Type 0100 Leave

Save the infotype.

a) To run payroll for your employee, choose:

SAP Menu: Human Resources -> Payroll -> International -> Payroll -> Release Payroll (for period 03).

SAP Menu: Human Resources -> Payroll -> International -> Payroll ->Start Payroll

Choose your selection variant and run payroll. Check your payroll result to ensure that the entire leave was paid at the rate of 20.00 per day within period 03. When the result is correct, exit payroll for period 03.

Note: You can review the results in the payroll log in the section Processing time data in the function PAB and in the output section of calculation rule X015.

SAP Menu: Human Resources -> Payroll -> International -> Payroll ->Exit Payroll (for period 03).

Check your results in the payroll log to confirm whether the entire leave was paid within period 04. Do not exit payroll.

a) To create the entry for the absence valuation grouping yy (yy = ##

+ 60) and to run payroll, choose:

IMG → Payroll → Payroll International → Absences → Valuation of Absences → Create Counting Classes for Absence Valuation

Choose the activity Absence Valuation: Expert View.

Select the entry for your absence grouping yy and valuation rule 01. In the details view, change the Time field value to E.

SAP Menu: Human Resources → Payroll → International → Payroll

→ Release Payroll (for period 04)

SAP Menu: Human Resources → Payroll → International → Payroll

→ Start Payroll

Call your selection variant, and in the Forced Retroactive Accounting as of field, enter 03.01 of the current year. Check the results for periods 03 and 04. The entire leave should be remunerated in period 04.

a) To change the entry for the absence grouping yy and to run payroll again, choose:

IMG → Payroll → Payroll International → Absences → Valuation of Absences → Create Counting Classes for Absence Valuation

Choose the activity Absence Valuation: Expert View.

Select the entry for your absence grouping yy and valuation rule 01. In the details view, change the Time field value to I.

SAP Menu: Human Resources → Payroll → International → Payroll

→ Start Payroll

Choose your selection variant. In the Forced Retroactive Accounting as of field, enter 03.01 of the current year and run payroll. Check the results for periods 03 and 04. The leave for March should be paid in period 03, and the leave for April should be paid in period 04. If your result is correct, exit payroll for period 04.

SAP Menu: Human Resources → Payroll → International → Payroll

→ Exit Payroll (for period 04)

Lesson Summary

You should now be able to:

• Identify the methods for valuating absences

• Valuate absences using constants or averages

• Define counting classes

• Define day rules

• Use day rules

• Valuate absences using the As If principle

Unit Summary

You should now be able to:

• Identify the methods for valuating absences

• Valuate absences using constants or averages

• Define counting classes

• Define day rules

• Use day rules

• Valuate absences using the As If principle

Test Your Knowledge

1. You can valuate absences as if the employee had already worked.

Determine whether this statement is true or false.

□ True

□ False

2. Consider a scenario where your employees are to receive a fixed vacation bonus for each day's leave. In this case, how will the system valuate the relevant wage types?

3. You can specify only one condition for a day rule.

Determine whether this statement is true or false.

□ True

□ False

4. Which pay component, in addition to the regular bases, is an employee entitled to while using the As If principle?

Answers

1. You can valuate absences as if the employee had already worked.

Answer: True

You can valuate absences as if the employee had already worked, using the As If principle.

2. Consider a scenario where your employees are to receive a fixed vacation bonus for each day's leave. In this case, how will the system valuate the relevant wage types?

Answer: The system will valuate the relevant wage type using a constant amount.

3. You can specify only one condition for a day rule.

Answer: False

You can specify several conditions for a day rule and assign them sequential numbers.

4. Which pay component, in addition to the regular bases, is an employee entitled to while using the As If principle?

Answer: The bonuses that form part of the employee's planned working time are also taken into consideration, in addition to the regular wages, while using the As If principle.

In document THR12_1_EN_Col95 (Page 189-200)