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Personnel Calculation Rules

Contents:
Employee Subgroup Groupings for Personnel Calculation Rules Rule Access Variants Maintaining Personnel Calculation Rules

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Personnel Calculation Rules: nit !b"ecti#es

At t$e conclusion of t$is unit% you &ill be able to:

E'plain &$y personnel calculation rules must )escribe $o& internal tables interact (uring

process certain employee groupings (ifferently. payroll.

se #arious met$o(s of accessing personnel calculation rules from t$e sc$ema. structural grap$ics.

Maintain personnel calculation rules using

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Course !#er#ie& )iagram

Payroll +asics

-ime ,age -ype Selection

Personnel Calculation Rules

A#erages .actoring

Starting Payroll

,age -ype Valuation

Cumulation ,age -ypes

Absence Valuation

Retroacti#e Accounting

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Employee Subgroup Groupings
EE subgroup groupings for personnel calc.rule

Personnel calculation rule 1nnn

Rule: Xnnn EE subgroup grpg: 1 Wage type: ****

0ourly &age earners

!perations

Rule: Xnnn EE subgroup grpg: 2 Wage type: ****

2 Perio( &age earner

!perations

Rule: Xnnn EE subgroup grpg: 3 Wage type: ****

* Salarie( employee

!perations

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Personnel calculation rules for wage types are usually configured to perform various processes. For example, wage types for hourly wage earners are processed differently than wage types for monthly wage earners or salaried employees. o facilitate differential processing, each employee su!group must !e assigned to a grouping for a personnel calculation rule. "ach grouping is defined !y #$P and, in this case, can have its own area depending on the personnel calculation rule.

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Personnel Calculation Rules: E'ample 2

Personnel calculation rule 1nnn

Rule: Xnnn EE subgroup grpg: 1 Wage type: **** 0ourly &age 4 bonuses per $our 5 $ourly rate for o#ertime

Calculation of $ourly rate Rule: Xnnn EE subgroup grpg: 2 Wage type: **** 6,age 4 bonuses7 per perio( 8 &or9ing $ours per payroll perio( 5 $ourly rate for o#ertime

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he hourly rate for overtime is su!%ect to different methods of calculation &valuation !asis' depending on whether the employee is a period wage earner, a salaried employee or an hourly wage earner. For employees with periodic remuneration, the hourly rate is calculated !y dividing the remuneration elements !y the num!er of wor(ing hours per period specified in the Basic Pay infotype.

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Personnel Calculation Rules: E'ample 2

Personnel calculation rule 1nnn

.actor 2

Rule: Xnnn "# )rpg: * Wage type: nnn1

.actor 5 6Planne( &or9ing time ; unpai( absence7 Perio( ,or9ing -ime

Calculation of re(uction factor for absences

Rule: Xnnn "# grouping: *

Wage type: nnn2

.actor 5

6Planne( &or9ing time ; unpai( absence ; pai( absence7 Perio( ,or9ing -ime

.actor 2

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Reduction factors are stored in diverse wage types and are used in payroll to calculate the reduction in pay for a!sences. $ personnel calculation rule can contain several calculation formulas depending on the definition and use of the rule. "ach formula is accessed exactly for the relevant wage type. he factors stored in the wage types are used to reduce periodic remuneration for unpaid a!sences, for example.

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=nteraction +et&een t$e Most =mportant =nternal Payroll -ables &it$ .unction P=-

Payroll rule

=>P -A+?E

!PERA-=!>S

; ,age types ; ; ; ;

! -P -A+?E

RES ?-A+?E

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*nternal ta!le * contains the wage types re+uired for the relevant processing step. he results of a processing step are either stored in internal ta!le , or R . -pon completion of a processing step, the wage types are transferred from internal ta!le , to internal ta!le * . *nternal ta!les * and , are filled temporarily and only exist during the payroll run, whereas internal ta!le R is stored on the data!ase.

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Rule Access sing Groupings
-able =* M020 *%000

Sc$ema 1000
A P=... 1nnn GE> BBBB

Personnel calculation rule 1nnn Rule: Xnnn EE subgroup grpg: 1

!perations

Wage type: ****

Rule: Xnnn EE subgroup grpg: 2

!perations

Wage type: ****

Rule: Xnnn EE subgroup grpg: 3

!perations

Wage type: ****

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Function PIT &Process Input Table' processes each wage type stored in internal ta!le * generically !y accessing the personnel calculation rule defined in the first parameter through the employee su!group grouping for personnel calculation rules. "xample: he rule access is used in su!schema XT00 to access personnel calculation rule X015.

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Generic Rule Access
-able =* M020 *%000

Sc$ema 1000
A P=... 1nnn GE> >!A+

Personnel calculation rule 1nnn Rule: Xnnn ES grouping: * Wage type: ****

!perations

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Function PIT &Process Input Table' generically accesses the personnel calculation rule defined in the first parameter for each wage type stored in internal ta!le * When doing so, the employee su!group grouping for personnel calculation rules in the wage type is not ta(en into account. "xample: he rule access is used in su!schema XEN to access personnel calculation rule X0!0.

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Rule Access sing Processing Classes
-able =* M020 *%000

Sc$ema 1000
A P=... 1nnn P02 BBBB

Personnel calculation rule 1nnn Rule: Xnnn EE subgroup grpg: 2

!perations

M020
Wage type: **** Processing class specification 02 0 2 2 * 3 ... ... ...

Rule: Xnnn EE subgroup grpg: 3 Wage type: **** Processing class 01" 0 1 2
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,perations ,perations ,perations 02 0*

Function PIT &Process Input Table' processes each wage type stored in internal ta!le * !y reading the processing class defined in the second parameter and determining the specification of the processing class. "xample: he rule access is used in su!schema XT00 to access personnel calculation rule X013.

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Rule Access sing ,age -ypes
-able =D D nnn2 nnn2

Sc$ema 1000
A P=... 1nnn BBBB >!A+

Personnel calculation rule 1nnn Rule: Xnnn "# )rpg: * Wage type: nnn1
!perations

Rule: Xnnn "# grouping: * Wage type: nnn.

!perations

Rule: Xnnn "# grouping : * Wage type: nnn/

!perations

SAP AG 1999

Function PIT &Process Input Table' processes each wage type stored in internal ta!le * !y accessing the personnel calculation rule defined in the first parameter. When doing so, the employee su!group grouping for personnel calculation rules in the wage type is not ta(en into account. *f there is no processing for the wage type in the personnel calculation rule, the wage type is written to ta!le , without !eing changed. "xample: *n su!schema X$01, the personnel calculation rule XPPF is accessed in this way.

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Rule Access Variants

.unction

P=Rule

Parameter 2

Parameter 2

GE>

Pnn

>!A+

>!A+

>!A+

Parameter *
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his overview show the six rule access variants. he four most common variants are mar(ed. Further functions used to edit wage types stored in internal ta!les are P#$T% P&$T, P T, P$T, and P'#. he personnel calculation rules are accessed using the same parameters as function PIT. *n parameter ., you enter the type of rule access. he wage types to !e processed can !e specified using processing classes &Pnn'. he rule can !e accessed generically &(EN'2 that is, all the wage types in the ta!le are processed in the payroll rule. *f parameter . is empty, the personnel calculation rule is accessed for the wage type !eing processed. *f you have not differentiated for employee su!group groupings in a customer personnel calculation rule, you must call the rule using N&)* in parameter /.

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Maintaining Personnel Calculation Rules

Rule Create Source te't

ES grouping ,age8time type

Attributes )ocumentation )isplay C$ange

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he personnel calculation rule editor ena!les you to display and maintain personnel calculation rules. 3ou can access the editor under the Tools in the Payroll menu &transaction P"4.'. Personnel calculation rules are processed according to the employee su!group grouping and the wage type.

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Rule Attributes

Attributes
Program class Country grouping C Payroll - -ime Management D% 02% 02% ... CC

Person responsible

C$anges by person responsible only

A(ministrati#e (ata
Create( on ?ast c$ange( by Version
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B B B

on B

at B

Personnel calculation rules are assigned !y their attri!utes to a program class2 that is, they are used either in Payroll or ime 5anagement. he responsi!ility for maintenance can !e assigned to an employee. *n this case, all other employees are only a!le to display the rule. he administrative data tells you when the personnel calculation rule was created, the date and time when the last change was made, and the name of the person who made the last change.

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)isplaying Rules as Structural Grap$ics
100: E =mport rele#ant &age types to ?RD E DDDD E ,V,-C? 0: E D ERR!R 0 E 2 A)),-? D E 2 ?R-S- E A)),-? D
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Employee subgroup grouping for personnel calculation rule Processing class

Cancel processing Specification of processing class

#tructural graphics display the source text as lines and nodes lin(ed in a hierarchical structure. 3ou can display and change source text in this mode. he source text elements and decision operations are color6coded. 7ecision operations are displayed in a color different to the one used for the other operations.

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Personnel Calculation Rules: Summary

Personnel calculation rules enable you to process &age types accor(ing to employee groupings an( &age types. -$ere are (ifferent &ays of accessing personnel calculation rules &it$in a sc$ema to select t$e reFuire( processing.

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0.2<Personnel Calculation Rules;E'ercises

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Personnel +alculation $ules E,ercises

-nit: Personnel +alculation $ules Topic: .unctions /or Processing Internal Payroll Tables

Practicing various methods of accessing customer personnel calculation rules.

o ad%ust payroll to meet your company8s re+uirements, you will usually re+uire customer6specific personnel calculation rules to edit wage types in diverse payroll ta!les. Note: his exercise does not re+uire you to carry out any activities in the system. Write the name of the access on this page.

9.

3ou want to process ta!le * using personnel calculation rule :449. 3ou should access the rule !y means of the employee su!group grouping for personnel calculation rules, and not !y means of the wage type. ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;;

..

3ou want to process ta!le ,R using personnel calculation rule :,R . 3ou should access the rule !y means of the wage type, and not !y means of the employee su!group grouping for personnel calculation rules. ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;;

/.

3ou want to process ta!le * using personnel calculation rule :494. 3ou should access the rule !y means of the employee su!group grouping for personnel calculation rules, and the specification in processing class 11. ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;;

<.

3ou want to process ta!le R using personnel calculation rule :"=7. 3ou should access the rule without using the wage type or the employee su!group grouping for personnel calculation rules.
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;;;;;;;;;;;

3ou only want to process wage type <?99 in ta!le * in the same way for all employees using personnel calculation rule :9./. ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;; ;;;;;;;;;;;

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-nit: Personnel +alculation $ules Topic: +reating Personnel +alculation $ules

@reating customer personnel calculation rules, and accessing the rules from the schema.

o ad%ust payroll to meet your company8s re+uirements, you will usually re+uire customer personnel calculation rules to edit wage types in diverse payroll ta!les. o access these rules, you must ad%ust the schema accordingly.

9.

5a(e a copy of personnel calculation rule X5,7, and rename your copy :5nn. *n su!schema : nn, go to function 5,7 and change parameter 9 so that personnel calculation rule :5nn is accessed. @hange your international payroll schema :4nn so that it copies the modified su!schema : nn instead of the standard schema X 44. @hec( the schema. *f it contains no errors, save it .

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0.2@Personnel Calculation Rules Solutions

-nit: Personnel +alculation $ules Topic: .unctions /or Processing Internal Payroll Tables

Practicing various methods of accessing customer personnel calculation rules.

o ad%ust payroll to meet your company8s re+uirements, you will usually re+uire customer personnel calculation rules to edit wage types in diverse payroll ta!les.

$ccess: PIT '001 (EN $ccess: P&$T '&$T 000 N&)*

$ccess: PIT '010 P11 $ccess: P$T 'EN (EN N&)* $ccess: PIT '123 000 N&)*

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-nit: Personnel +alculation $ules Topic: +reating Personnel +alculation $ules

@reating customer personnel calculation rules, and accessing the rules from the schema.

o ad%ust payroll to meet your company8s re+uirements, you will usually re+uire customer personnel calculation rules to edit wage types in diverse payroll ta!les. o access these rules, you must ad%ust the schema accordingly.

9.

o copy personnel calculation rule X5,7, and change su!schema : nn, go to: Human Resources Payroll International Tools Maintenance Tools Calculation Rule Copy from rule X2& to rule '2nn.

..

@hange payroll schema :4nn: Human Resources Payroll International Tools Maintenance Tools Schema. *n your payroll schema '0nn, change the line in which the partial schema X 44 is copied to 'Tnn.

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