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Indirect Evaluation (INVAL) and 40ECS Feature

Purpose
Indirect Evaluation is a method to calculate the eligible amounts for some of the wage types. INVAL is the Indirect Evaluation Module used to meet the Indian specific business requirements. INVAL calculates the eligible amounts for certain wage types that are defaulted into the Basic Pay Infotype (0008) or entered in the Recur. Payments/Deductions Infotype (0014) and the Additional Payments Infotype (0015). When you populate the Long term reimbursements Infotype (0590), the infotype checks the INVAL amounts for eligibility. The Claims programs also check the INVAL amounts while processing claims. In addition to, or instead of, computing the eligibility as a currency value amount, INVAL can also calculate the eligibility in terms of numbers, if the wage type has been configured accordingly. For example, an employee can be eligible for 50 liters of petrol. When you are populating the Basic Pay Infotype (0008), the wage types get defaulted into the infotype depending on the Pay Scale Grouping for Allowances of the employee. Pay Scale Grouping for Allowances determines the eligible wage types for the employee. For some of these wage types, which get defaulted into the Basic Pay Infotype (0008), the eligible amounts also get defaulted. This happens due to Indirect Evaluation Module INVAL. For Recur. Payments/Deductions Infotype (0014) and Additional Payments Infotype (0015), if you enter an INVAL wage type, the eligible amount will get defaulted into the infotype. This is also due to Indirect Evaluation. In case of Basic Pay Infotype (0008), Recur. Payments/Deductions Infotype (0014) and Additional Payments Infotype (0015), if you overwrite the Indirectly Evaluated amounts, the amounts entered by you are valid. In this case, the I indicator in the Ind. Val. will disappear. Again, if you delete this overwritten amount, the default amount and the I indicator in the Ind. Val. will reappear. The INVAL amount for a default wage type for an employee may change in the middle of the year. In this case, you can check the eligibility amount on a particular date, by entering that date in the start date of the IV field at the bottom of the Basic Pay Infotype (0008). There are four module variants for INVAL: 1. A This calculates the value of the wage type as a fixed amount. 2. B This calculates the amount as a percentage of a base wage type added to a fixed amount. More than one such amount, with same or different percentage of the base wage type, can be calculated for an INVAL wage type. In this case, the amount that will be Indirectly Evaluated will be the sum of all such calculated amounts, added to a fixed amount. For example, for the wage type M230, the different INVAL B amounts are a. 10% of MB10 b. 30% of M220 c. Fixed amount of Rs.1000 In this case, the INVAL amount for the wage type M230 will be the sum of a, b and c. 3. C This calculates the amount as a percentage of a base wage type subject to a maximum limit. More than one such amount, with same or different percentage of the base wage type, can be calculated for an INVALwage type. In this case, the amount that will be Indirectly Evaluated will

be the sum of all such calculated amounts, subject to a maximum limit. For example, for the wage type M230, the different INVAL C amounts are a. 10% of MB10 b. 30% of M220 c. Limit of Rs.5000 In this case, the INVAL amount for the wage type M230 will be the sum of a and b subject to a maximum of c. 4. D This calculates the amount as one or any combination of the following INVAL Module variants based on Basic salary slabs: a. Fixed amount b. Percentage of a base wage type added to a fixed amount c. Percentage of a base wage type subject to a maximum limit In the SAP system, INVAL D can be configured as only INVAL B or C. Once the percentage of the base wage type is calculated, the result is multiplied with a factor. This resultant amount is then added to fixed amount or is compared with a maximum limit. For example, the INVAL module variant for the wage type M210, for an employee who falls in the Basic Salary slab of Rs.10,000 12,000, is INVAL C. The INVAL amounts are: i. ii. iii. iv. 10% of MB10 30% of M220 Multiplication factor of 50% Limit of Rs.7000

In this case, the INVAL amount for M210 for the employee is the sum of i and ii, multiplied by iii and the result is subject to a maximum of iv. If you want to configure the wage type as a fixed amount for a particular slab, the wage type is configured as INVAL B. In this case, the percentage of the base wage type is multiplied with the factor of 0% and then the fixed amount added to the result. For example, the INVAL module variant for the wage type M230, for an employee who falls in the Basic Salary slab of Rs.15,000 25,000, is INVAL B. The INVAL amounts are: i. ii. iii. 100% of MB10 Multiplication factor of 0% Fixed amount of Rs.5000

In this case, the INVAL amount for M230 for the employee is the value of i, multiplied by ii and the result added to iii. In this case, the INVAL amount will be the fixed amount of Rs.5000. For defining INVAL D, instead of using only the Basic salary to be compared with the salary slabs, you can use the user exit EXIT_SAPLHRPADINA1_006, available in the Enhancement HRINRAP5, to define additional wage types to be added to the Basic salary. The sum of all these wage types can then be compared with the salary slabs for the computation of INVAL D. The base wage type in case of INVAL B, C or D may be the Basic salary, the Dearness Allowance or/and any other wage type the employee is eligible for. Only those factors, which affect the compensation of the majority of employees are assigned to Pay Scale Grouping for Allowances. There are some compensation factors that affect selected employees only.

These compensation factors are not considered to define the Pay Scale Grouping for Allowances. These pay parameters are configured through the 40ECS Feature. Example of such parameters are, number of dependents, marital status, years of experience in the organization. Only the wage types that are Indirectly Evaluated can be further calculated using the 40ECS feature. This feature determines the factor which is multiplied with the INVAL amount to arrive at the amount payable to the employee. For an employee, a wage type may be evaluated using INVAL. But the same wage type may be configured in the 40ECS Feature for the employee. In this case, the factor returned by the 40ECS Feature will be multiplied with theINVAL amount and the total will be defaulted into the respective infotypes. For example, an employee is eligible for a Leave Travel Allowance of Rs.24000 according to Indirect Evaluation. But you can configure the 40ECS feature, so that an employee who has children will get 25% extra for each child for a maximum of two children.

Implementation Considerations
If you want Indirect Evaluation for a wage type, you have to define it as a characteristic of the wage type. To do this, go to the IMG under Payroll India: Reimbursements, Allowances and Perks -> Maintain Wage Type Characteristics. You have to maintain each INVAL wage type for a Pay Scale Grouping for Allowances in the IMG for Payroll India: Reimbursements, Allowances and Perks -> Calculate Eligibility for RAPs. If you want the payroll to check the 40ECS Feature to determine the eligible amount for a particular wage type, you must configure the wage type in the IMG under Payroll India: Reimbursements, Allowances and Perks ->Calculate Eligibility for RAPs.

Integration
Defaulting and Indirect Evaluation for the Housing (HRA / CLA / COA) and Conveyance wage types happen only when you populate and save the respective infotypes Housing (HRA / CLA / COA) Infotype (0581) and Car & Conveyance Infotype (0583).

Features
The important pay parameters that can be configured through the 40ECS feature are: Number of children for children education allowance Number of children for children hostel allowance

In case of these parameters, you also have to configure the relevant wage types in the IMG under Payroll India: Reimbursements, Allowances and Perks -> Calculate Eligibility for RAPs. In this view, you must select Check for Ee characteristics in the Elig Check field. Whether a child is eligible for Child Education Allowance or for Child Hostel Allowance, or whether a dependent is eligible for any other allowance, is entered in the Family/Related Person Infotype (0021). The 40ECS feature checks this infotype and accordingly calculates an eligibility amount for each of the allowances for each employee. The other parameters that can be configured through the 40ECS feature are: Country Grouping Company Code Payscale Grouping for Allowances Wage Type Job Gender Key

Marital status key Region (State, Province, County) Personnel Number Start date

Constraints
Indirect Evaluation requires that the base wage type, on which the evaluation of any other wage type depends, should have been evaluated previously. For example, wage types MB10 and M230 are evaluated indirectly and M230 is evaluated as a percentage of MB10. Then, it is required that MB10 be evaluated prior to M230 in the Basic Pay Infotype (0008).

Basic Pay (Infotype 0008)


You can store the employees basic pay in the Basic Pay infotype (0008) . You get an overview of the employees payroll history using the infotype history. The standard system contains the following reference types: Subtype 0: Basic contract Subtype 1: Increase main contract Subtype 2: Comparable domestic pay Subtype 3: Refund of costs in foreign currency Subtype 4: Local weighting allowance

You can process the Basic Pay infotype (0008) on its own or during a personnel action. If you want to create a new data record, enter the reference type on the screen Maintain HR Master Data. The reference type is already set if you carry out a personnel action

Pay scale
The system automatically proposes the Pay Scale Type and the Pay Scale Area. However, you can overwrite these values.

Wage Types
If you want to insert a data record, the system automatically suggests the wage types. There are a few wage types that you can not overwrite or delete. You can enter up to forty wage types. You specify the number of wage types in the LGMST feature. When an employee leaves a company you are not permitted to delimit the Basic Pay infotype (0008). Basic payroll data must remain in the system. This is the only way of ensuring the accuracy of any retroactive accounting runs that need to be performed.

Recurring Payments/Deductions (Infotype 0014)


By specifying a wage type in the Recurring Payments/Deductions infotype (0014), you can enter an amount and/or a value and a unit of measurement that should always be paid or deducted by Payroll. Recurring payments/deductions are wage elements which are paid or deducted in every payroll period. In contrast to additional payments, recurring payments/deductions are paid or deducted within a defined periodicity. In addition, you have the possibility to enter default cost assignment settings for recurring payments/deductions for the application component Controlling (CO). This enables you, for example, to store a different cost center and company code combination than the one in the Organizational Assignment infotype (0001); the additional payments will then be charged to this cost center. Select Edit Maintain cost assignment. The Default Cost Assignment Settings dialog box appears. Enter the relevant data. If any data has already been entered for the cost assignment it will be displayed on the infotype single screen. You can set up further controlling objects in the Customizing for Personnel Administration under Recording Cost Assignment Specifications. The standard system contains, amongst others, the following wage types:
Subtype M110: Vacation bonus Subtype M120: Christmas bonus Subtype M30: Special payment

Recurr. Payments/Deductions Enter the wage type that is to be paid or deducted in the Wage Type field. In conjunction with the Wage type you must process either the Amount field or the Number and Unit fields. The system checks the combination entered. The currency is defaulted according to the company code. This can be overwritten. Date of Payment The wage type should only be paid in certain periods or on certain days; this can be defined either in the fields 1st payment period and Interval in periods, thus defining the interval to the next and all subsequent periods, or in the fields 1st payment date and Interval/Unit, thus defining the interval to the next day and all subsequent days. Enter the payment period without the payroll year. The subsequent payment periods will be determined by adding the intervals.

If the report RPCDTBX0 (Preliminary Data Medium Exchange Program for Separate Payment Run) has created a preliminary document for a wage type transfer, the Transfer field is displayed on the infotype screen. You can not delete the wage type in this case.