Qatar HCM Localization

SAP Standard Development

State of Qatar
HCM Private Sector Solution
Configuration Guide
(Common Eligibility Check for Benefits and Loans)

Version
1.0

Version: 1.0
Date: Sep. 11. 2012

Status
Completed

Date
11st. Sep. 2012

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Contents
1

Organization .................................................................................................................................... 3
1.1

Document Administration ........................................................................................................ 3

1.1.1

Authors ............................................................................................................................ 3

1.1.2

History.............................................................................................................................. 3

1.2

Intended Group of Readers ...................................................................................................... 3

1.3

Glossary ................................................................................................................................... 3

Getting Started ................................................................................................................................ 4

2.1

Related Information ................................................................................................................. 4

2.2

Important Notes....................................................................................................................... 4

Solution Overview ........................................................................................................................... 4

3.1

Software Component Matrix .................................................................................................... 4

3.2

Implementation and Configuration .......................................................................................... 5

3.2.1

Define Common Eligibility Checking Rules......................................................................... 5

3.2.2

Define Pay Scale Criteria ................................................................................................... 8

3.2.3

Define Contract Criteria .................................................................................................... 9

3.2.4

Define Dependents Criteria ............................................................................................ 11

3.2.5

Define Marital Status Criteria ......................................................................................... 12

3.3

Used in Benefits Management and Loan Management........................................................... 13

Version: 1.0
Date: Sep. 11. 2012

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1

Organization

1.1

Document Administration

1.1.1

Authors

1.1.2

History

Date

Version

1.2

Chapter

Name

Intended Group of Readers

Consultants

1.3

Glossary

Term

Definition

Version: 1.0
Date: Sep. 11. 2012

Change/Enhancement

Agree with

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2

Getting Started

This section contains information about Loan Management related information for Qatar solution.
The content of the document is subjected to be changed depends on needs.

2.1

Related Information

None.

2.2

Important Notes

None.

Solution Overview

3.1

Software Component Matrix

Scenario / Business Processes

Benefits

Software Component
SAP_HRCQA

Implementation and Configuration Process

All Common Eligibility for Benefits and Loans related setting is done via IMG setting under Payroll
Qatar(PY-QA) -> Benefits -> Eligibility Checking.

Version: 1.0
Date: Sep. 11. 2012

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3.2

Implementation and Configuration

3.2.1

Define Common Eligibility Checking Rules

In this Customizing activity, you define the general eligibility checking rules in your company.
Requirements
You have defined the following eligibility criteria:
Pay scale criteria
Contract criteria
Dependents criteria
Marital status criteria
You define them in Customizing for Payroll Qatar, under Benefits -> Eligibility Check.
Standard settings
One general checking rule is composed by the following criteria:
Work-Related Criteria
You restrict the eligibility from an employee's work-related information, including:
Service period
Pay scale
Contract type
For example, you can define an employee with permanent contract must have worked over 5
years before he or she is eligible for a certain benefits.
Personal Criteria
You restrict the eligibility from an employee's personal information perspective. The following
criteria can be used:
Age
Gender
Nationality
Marital status
Employee's dependents
For example, you can define only the single employees with Qatar nationality are eligible for a
certain benefit when he or she reaches 20 years old.
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Date: Sep. 11. 2012

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Note:
If these criteria cannot meet your requirements, you can set up additional eligibility criteria using
the BAdI: Enhancement on Common Eligibility Criteria, which is in Customizing for Payroll Qatar,
under Benefits -> Eligibility Check.
For more information, see BAdI: Enhancement on Common Eligibility Criteria.
IMG(SPRO)->Payroll ->Payroll Qatar (PY-QA) -> Benefits -> Eligibility Check -> Eligibility Check
Following screenshot and steps show the detail configuration of Eligibility Check setting.

Version: 1.0
Date: Sep. 11. 2012

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Reference Date Type is related to Infotype 0041.

Version: 1.0
Date: Sep. 11. 2012

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3.2.2

Define Pay Scale Criteria

In this step, you define pay scale rules and their attributes so that the employee's pay scale can be used
as an additional criterion in the eligibility process.
Example
You want to award a bonus to employees in a particular pay scale group and level. To do this, you can
define a pay scale rule and definition, that can then be entered in the appropriate eligibility rule.
Activities
1. Determine which pay scale rules you want to define
2. Choose New entries
3. Enter a name and a text for your pay scale rule
4. Choose Definition in the navigation area and then choose New entries to access the rule's
detail screen
5. Enter the relevant data to define your rule
Note
On the detail screen for your rule, you can define the rule's validity in such a way that, you can either
define a low to high, meaning that all the employees in the pay scale groups that fall between the low
and high values are eligible, or you can just define a low, meaning that only the employees in that
particular pay scale group are eligible.
IMG(SPRO)->Payroll ->Payroll Qatar(PY-QA)-> Benefits -> Eligibility Check -> Define Pay Scale
Criteria

Version: 1.0
Date: Sep. 11. 2012

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These fields 'Ty.'(Pay Scale Type), 'Group', 'Grpg' and 'Level' are related to Infotype 0008.

3.2.3

Define Contract Criteria

In this Customizing activity, you define the eligibility criteria based on employees' contract types. These
criteria are used to compose the common eligibility checking rules.
Requirements

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Date: Sep. 11. 2012

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You have defined contract types in Customizing for Personnel Management, under Personnel
Administration -> Contractual and Corporate Agreements -> Contract Elements -> Define Contract Types.
Activities
Each contract criterion includes several eligible contract types.
You assign the defined contract criteria to common eligibility checking rules in the Customizing activity
Define Common Eligibility Checking Rules.
IMG(SPRO)->Payroll ->Payroll Qatar(PY-QA)-> Benefits -> Eligibility Check -> Define Contract
Criteria

It's related to Infotype 0016.

Version: 1.0
Date: Sep. 11. 2012

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3.2.4

Define Dependents Criteria

In this Customizing activity, you define the eligibility criteria based on an employee's
dependents information, which is registered in the Family Member/Dependents (0021) infotype.
These dependents criteria are used to compose the common eligibility checking rules. Normally
the dependents criteria apply to the benefits in which the dependents are the beneficiaries.
Requirements
You have defined the type of dependents in Customizing for Personnel Management, under
Personnel Administration -> Personal Data -> Family -> Define Possible Family Members.
Activities
A dependent criterion determines the applicable employees based on the number of an
employee's dependents, that is, the total number of records in the infotype 0021.
In addition, a criterion restricts the beneficiaries from the following points:
Total number of dependents covered by benefits
Type of dependents
Number of each type of dependents
Age range of each type of dependents
IMG(SPRO)->Payroll ->Payroll Qatar(PY-QA)-> Benefits -> Eligibility Check -> Define Dependents
Criteria

Version: 1.0
Date: Sep. 11. 2012

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3.2.5

Define Marital Status Criteria

In this Customizing activity, you define the eligibility criteria based on an employee's marital
status, which is registered in the Personal Data (0002) infotype.
Requirements
You have defined the possible marital statuses in Customizing for Personnel Management, under
Personnel Administration -> Personal Data -> Personal Data -> Create Marital Status.
Activities
Each marital status criteria includes several eligible marital statuses.
IMG(SPRO)->Payroll ->Payroll Qatar(PY-QA)-> Benefits -> Eligibility Check -> Define Marital
Status Criteria
Version: 1.0
Date: Sep. 11. 2012

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3.3

Used in Benefits Management and Loan Management

Version: 1.0
Date: Sep. 11. 2012

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Version: 1.0
Date: Sep. 11. 2012