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Configuration Document
Contents
1.
Introduction
.. 03
2. Basic Settings
..
.03
2.1 Payroll
Area
.03
2.1.1 Period Modifier .
.03
2.1.2 Date Modifier
..03
2.2 Default Payroll Area
.04
2.3 Control Record
...05
2.4 Generate Payroll Periods
.06
3. Basic Pay
3.1 Define EE sub group groping for PCR and
CAP.06
3.2 Reason for Change
...06
3.3 Check Pay scale type
...07
3.4 Check Pay scale area
...07
3.5 Check Assignment of Pay scale structure to Enterprise Structure
08
3.6 Determine default for Pay Scale
data.... 09
3.7 Check wage type group Basic Pay
. 10
3.8 Check Permissibility per
Infotype.11
3.9 Check wage type Characteristics
.12
3.9.1 Employee Sub group Grouping for Primary Wage type
..13
3.9.2 Personnel sub Area grouping for Primary wage
type.13
1. Introduction
The SAP US Payroll component allows you to process payroll for employees in the United
States, using data from SAP Personnel Administration and Benefits under a wide variety
of configurations. The SAP Payroll system also offers a number of standard payroll
reports. The Tax Reporter component allows you to generate all required state and
federal tax forms, such as SUI reports and W-2s. US Payroll uses an interface to a
separate BSI Tax Factory database to calculate taxes. There are also interfaces to other
SAP modules such as Financial Accounting and Controlling. This document deals with the
design of the SAP US Payroll module for Stonebridge Companies, USA.
2. Basic Settings
2.1 Payroll Area
The Payroll Area defines the frequency with which an employee may be paid in an
Organization.
The Configuration details relevant for Crowe Horwath are described in table given below:
Table
Transaction Code
Menu Path
V_T549A
SPRO
IMG -> Payroll -> Payroll: USA -> Basic Settings -> Payroll
Organization -> Assign new payroll accounting areas to
period modifier -> Check Payroll Areas
Transaction Code
Menu Path
SPRO
IMG -> Payroll -> Payroll: USA -> Basic Settings -> Payroll
Organization -> Define period modifiers
V_T549L
SPRO
IMG -> Payroll -> Payroll: USA -> Basic Settings -> Payroll
Organization -> Define Date modifiers
ABKRS
PE03
IMG -> Personnel Management -> Personnel
Administration -> Organizational Assignment -> Check
Default Payroll Area
Payroll periods for all payroll areas will be generated. These are to be generated per
following pattern:
Table/View
Transaction Code
Menu Path
Details of
Configuration
3. Basic Pay
In this section you define the input values for the Basic Pay infotype (0008), pay scale
reclassifications and standard pay increases.
Basic pay includes wage types which are valuated indirectly and/or can be included in
the basis of valuation and/or can be reduced in the case of unpaid absences or
entries/withdrawals during a month.
This infotype makes a distinction between two groups of data:
Data from the collective agreement such as pay scale type, area, group, level and
A maximum of 40 wage types with amount or number, and unit.
V_503_B
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Define EE
Subgroup Grouping for PCR and Coll.Agrmt.Prov.
V_T510A
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Check Pay
Scale Type
The below table provides the configuration details relevant for Crowe Horwath.
Table/View
Transaction Code
Menu Path
V_T510G
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Check Pay
Scale Area
TARIF
PE03
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Determine
default for pay scale data
VV_52D7_B_0008_AL0
Transaction Code
Menu Path
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Wage
types -> Check wage type group 'Basic Pay'
V_T512Z
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Check
Wage Type Catalog->Check entry permissibility per
infotype
V_T512Z
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Check
Wage Type Catalog->Check wage type Characteristics
V_T511
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Wage type
->Employee Subgroups for Primary Wage Type
V_001P_K
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Wage type
-> Personnel sub Area grouping for Primary wage type
LGMST
PE03
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay -> Wage
types -> Enterprise Structure for Wage Type Model
V_T539A
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Basic Pay ->Wage types
-> Revise Default Wage Types
Activities:
1. Delete and create entries as required.
2. For each new one, enter the return code of the LGMST feature.
a) Enter the key for the "feature for default wage types".
b) Define their validity period.
c) Assign numbers to the wage types if there are more than one.
d) Define how wage types are to be assigned by entering an indicator in the Mode field.
The following indicators are set:
Indicator Meaning
F The wage type is assigned for basic pay and cannot be overwritten (fixed value).
O The wage type can be entered and/or overwritten.
BLANK No wage type entries may be made.
e) In the Wage type field, enter the default wage type for basic pay.
VV_52D7_B_0014_AL0
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Recurring Payments and
Deductions -> Wage Types -> Check wage type group
'Recurring Payments and Deductions'
V_T512Z
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Additional Payments ->
Wage Types -> Check Wage Type Catalog-> Check Entry
Permissibility for Recurring Payments and Deductions
Activities
1. Determine the validity period for entries.
2. Determine whether a wage type can feature once or more than once at any one time
(time
constraint).
VV_52D7_B_0015_AL0
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Additional Payments ->
Wage Types ->Check wage type group 'Additional
Payments'
6. Off-Cycle Payments
In this step you assign your wage types to the wage type group One Time Payments OffCycle.
Table/View
VV_52D7_B_0267_AL0
Transaction Code
SPRO
Menu Path
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Additional Payments:
Off-Cycle -> Additional Payments: Off-Cycle -> Check
wage type group 'One Time Payments Off-Cycle'
V_T512Z
SPRO
IMG -> Personnel Management -> Personnel
Administration -> Payroll Data -> Additional Payments:
Off-Cycle -> Wage Types ->Check Wage Type Catalog ->
Check entry permissibility per infotype
Activities:
1. Define the period of validity for entries.
2. Determine whether multiples of a wage type can exist at any one time.
7. Garnishment
A garnishment is a legal procedure authorizing a deduction from an employees earnings
to satisfy a debt.
It refers to a court proceeding through which a creditor seeks to reach an employees
earnings before they are paid, so they can be used to satisfy a legal claim against the
employee.
7.1 Garnishment Document Category
The categories that are used to identify various garnishment documents are created in
the Document Category.
Table/View
Transaction Code
Menu Path
V_T5UG1
SPRO
IMG -> Payroll -> Payroll: USA -> Garnishments -> Master
Data -> Document -> Create document category
T5UGM
SPRO
IMG -> Payroll -> Payroll: USA -> Garnishments -> Master
Data -> Document -> Create originator
V_T5UGC
SPRO
IMG -> Payroll -> Payroll: USA -> Garnishments ->
Master Data -> Document -> Service Charges ->
Create service charge texts
V_512W_T
SPRO
IMG -> Payroll -> Payroll: USA -> Garnishments ->
Master Data -> Order Types -> Wage Types -> Check
wage type texts
7.5 Garnishment wage type Check wage type group Order Type
Assign the selected wage types to Garnishment wage type group
Table/View
Transaction Code
Menu Path
V_52D7_B
SPRO
IMG -> Payroll -> Payroll: USA -> Garnishments ->
Master Data -> Order Types -> Wage Types -> Check
Wage Type Catalog -> Check wage type group 'Order
Type'
V_T5UG0
SPRO
IMG -> Payroll -> Payroll: USA -> Garnishments ->
Master Data -> Order Types -> Create order types
8. Tax
SAP uses the BSI TaxFactory tax calculation engine is used for calculating taxes. BSI is a
third part software tool where data flow happens from and to SAP. Additionally BSI Tax
Update Bulletins (TUBs) should be applied regularly, both in the SAP and the BSI
databases, to keep the tax tables up-to-date.
The SAP Tax Calculation Process:
Before the SAP Payroll component sends any data to the BSI TaxFactory for tax
calculation, the payroll driver goes through a number of steps to determine exactly
which taxes will be applied for each payment or deduction wage type. These steps
depend largely on how you configure wage types, tax types, tax authorities, and
taxability models in the Tax section of the Payroll: USA IMG. This topic illustrates the
process by which the payroll driver determines which tax calculations will be performed
by the BSI tax calculation engine.
The tax calculation process follows these steps:
1.The payroll driver determines which tax authorities apply to the employee, such as
residence area FED, by looking at the employee's master data.
2.The payroll driver reads a wage type and its tax class (processing class 71
specification). For example, 1001 Salary of $1000.00 with processing class 71
specification 0 (Regular wages).
3.Based on the applicable tax area and tax authority, the payroll driver selects a
taxability model for this combination of tax class, tax area and tax authority. In this case,
the taxability model would look like this:
Tax
Authority
FED
Tax model
R/W/U
Tax Class
01
Tax Type
Combo
08
4.Based on the tax type combination included in the taxability model, the payroll driver
determines which tax types must be applied to the wage type amount. The payroll driver
sends BSI the wage type amount and the relevant tax types. In this case, the following
data would be sent to BSI for tax calculation:
Amount
$1000
$1000
$1000
$1000
$1000
$1000
Tax Type
01 Withholding tax
02 EIC Payment
03 EE Social Security
04 ER Social Security
05 EE Medicare
06 ER Medicare
5.The BSI tax engine calculates the tax on the wage type amount. The tax types passed
to BSI determine which calculation formulas it uses.
6.BSI returns the results of the tax calculations to the SAP Payroll system, including the
tax amounts calculated for each wage type amount and tax type. This information
appears in the payroll log.
Result
The tax wage types determined in this process are stored in the payroll results cluster for
the employee. These tax wage types can also be copied to the tax interface tables
where they form the basis for various tax reports generated by the SAP Tax Reporter
component
8.1 Tax Company
Tax Companies are defined for Crowe Horwath.
Table/View
Transaction Code
Menu Path
Transaction Code
Menu Path
SPRO
IMG -> Payroll -> Payroll: USA -> Tax -> Tax Companies
-> Define federal/state/local employer ID number
9. Posting to FICO
Initial integration point between HR & FICO takes place through Cost Center. These cost
centers need to be mapped to individual Organization Units and if required, Positions
within Organization Management.
Next integration is through Symbolic Accounts. Wage types are assigned to Symbolic
Accounts and in turn these Symbolic accounts are mapped to GL accounts.
These mappings are a combined effort of HR & FI consultants.
9.1 Activities in HR System
9.1.1 PPMOD Feature
In this step, define the employee groupings for account determination. No need to
specify employee groupings unless it needs to post wage types to various accounts in
Financial Accounting (FI) in line with employee attributes.
If you want to post to FI accounts with reference to a specific employee groupings, you
must define an alphanumeric key of up to three characters for each of the required
employee groupings. You then define the conditions for assigning employees to
employee groupings that you have defined for posting to accounting. (You set conditions
according to employee attributes, as defined by entries in the Workplace Basic Pay table
(WPBP). Note that an employee can, at any one time, only be assigned to one employee
grouping.
Table/View
Transaction Code
Menu Path
Schema U000 has been copied and customized with new rules as per business