2. Unidades de gestión
2.5. Cuadrilla de Llanada Alavesa
Personnel Calculation Rules
Unit Overview
This unit provides an overview of personnel calculation rules with the help of several examples. The unit covers the internal payroll tables and function PIT and the methods of rule access. Finally, the unit discusses the maintenance of personnel calculation rules by defining the attributes used for personnel calculation rules and displaying rules as structural graphics.
Unit Objectives
After completing this unit, you will be able to: • Describe different employee subgroup groupings • Identify different personnel calculation rules • Define internal payroll tables
• Define the methods for rule access
• Identify the attributes of personnel calculation rules • Display rules as structural graphics
Unit Contents
Lesson: Introduction to Personnel Calculation Rules ... 78 Lesson: Internal Payroll Tables and Function PIT ... 82 Exercise 6: Functions for Processing Internal Payroll Tables ... 87 Lesson: Maintenance of Personnel Calculation Rules... 92 Exercise 7: Creating Personnel Calculation Rules... 95
Lesson: Introduction to Personnel Calculation Rules
Lesson Overview
This lesson describes the different personnel calculation rules with examples. In addition, the lesson describes the different employee subgroup groupings.
Lesson Objectives
After completing this lesson, you will be able to: • Describe different employee subgroup groupings • Identify different personnel calculation rules
Business Example
Your company is implementing HR Payroll. As a member of the project team, you need to use personnel calculation rules to calculate wages for different types of employees.
Employee Subgroup Grouping
Figure 38: Employee Subgroup Groupings
Personnel calculation rules for wage types are usually configured to perform various processes. For example, wage types for hourly wage earners are processed differently as compared to wage types for monthly wage earners or salaried employees.
To facilitate differential processing, each employee subgroup must be assigned to a grouping for a personnel calculation rule. Each grouping is defined by SAP and, in this case, can have its own area depending on the personnel calculation rule.
Examples of Personnel Calculation Rules
Figure 39: Personnel Calculation Rules: Example 1
The hourly rate for overtime is subject to different methods of calculation (valuation basis) 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 by dividing the remuneration elements by the number of working hours per period specified in the Basic Pay infotype.
Figure 40: Personnel Calculation Rules: Example 2
Reduction factors are stored in diverse wage types and are used in payroll to calculate the reduction in pay for absences. A personnel calculation rule can contain several calculation formulas depending on the definition and use of the rule. Each formula is accessed for the relevant wage type.
The factors stored in the wage types are used to reduce periodic remuneration for unpaid absences, for example.
Lesson Summary
You should now be able to:
• Describe different employee subgroup groupings • Identify different personnel calculation rules
Lesson: Internal Payroll Tables and Function PIT
Lesson Overview
In this lesson, you will learn about the relationship between the internal payroll tables and function PIT. You will also learn how to define internal payroll tables and the various methods for rule access.
Lesson Objectives
After completing this lesson, you will be able to: • Define internal payroll tables
• Define the methods for rule access
Business Example
Your company is implementing HR Payroll. As a member of the project team, you need to use the internal payroll tables to implement differential wage processing.
Introduction to Payroll Tables
Figure 41: Interaction Between the Most Important Internal Payroll Tables with Function PIT
The results of a processing step are stored in either of the internal tables, OT or RT. Upon completion of a processing step, the wage types are transferred from the internal table OT to the internal table IT.
Internal tables IT and OT are filled temporarily and only exist during the payroll run, whereas the internal table RT is stored on the database.
Methods for Rule Access
Figure 42: Rule Access Using Groupings
The function PIT (Process Input Table) processes each wage type stored in the internal table IT generically by accessing the personnel calculation rule defined in the first parameter through the employee subgroup grouping for personnel calculation rules.
Example:
The rule access is used in subschema XT00 to access personnel calculation rule X015.
Figure 43: Generic Rule Access
The function PIT (Process Input Table) generically accesses the personnel calculation rule defined in the first parameter for each wage type stored in internal table IT. When doing so, the employee subgroup grouping for personnel calculation rules in the wage type is not taken into account.
Example:
The rule access is used in subschema XEND to access personnel calculation rule X070.
Figure 44: Rule Access Using Processing Classes
The function PIT (Process Input Table) processes each wage type stored in the internal table IT by reading the processing class defined in the second parameter and determining the specification of the processing class.
Example:
The rule access is used in subschema XT00 to access the personnel calculation rule X013.
The function PIT (Process Input Table) processes each wage type stored in the internal table IT by accessing the personnel calculation rule defined in the first parameter. When doing so, the employee subgroup grouping for personnel calculation rules in the wage type is not taken into account. If there is no processing for the wage type in the personnel calculation rule, the wage type is written to table OT without being changed.
Example:
In subschema XAL9, the personnel calculation rule XPPF is accessed in this manner.
Figure 46: Rule Access Variants
This overview shows the six rule access variants. The four most common variants are marked.
Further functions used to edit wage types stored in internal tables are PLRT, PORT, PDT, PRT, and PZL. The personnel calculation rules are accessed using the same parameters as function PIT.
In parameter 2, you enter the type of rule access. The wage types to be processed can be specified using processing classes (Pnn). The rule can be accessed generically (GEN); that is, all the wage types in the table are processed in the payroll rule. If parameter 2 is empty, the personnel calculation rule is accessed for the wage type being processed.
If you have not differentiated employee subgroup groupings in a customer personnel calculation rule, you must call the rule using NOAB in parameter 3.
Exercise 6: Functions for Processing
Internal Payroll Tables
Exercise Objectives
After completing this exercise, you will be able to:
• Use various methods of accessing customer-specific personnel calculation rules
Business Example
Your company is implementing HR Payroll. As a member of the project team, you need to use customer personnel calculation rules to edit wage types in diverse payroll tables for adjusting payroll to meet your company's requirements. These personnel calculation rules must be called from the schema.
Task 1:
1. You want to process table IT using the personnel calculation rule Z001. You should access the rule by means of the employee subgroup grouping for personnel calculation rules, and not by means of the wage type.
Func. Par 1 Par 2 Par 3
Task 2:
1. You want to process table ORT using the personnel calculation rule ZORT. You should access the rule by means of the wage type, and not by means of the employee subgroup grouping for personnel calculation rules.
Func. Par 1 Par 2 Par 3
Task 3:
1. You want to process table IT using the personnel calculation rule Z010. You should access the rule by means of the employee subgroup grouping for personnel calculation rules, and the specification in processing class 99.
Task 4:
1. You want to process table RT using the personnel calculation rule ZEND. You should access the rule without using the wage type or the employee subgroup grouping for personnel calculation rules.
Func. Par 1 Par 2 Par 3
Task 5:
1. You want to process wage type 4711 in table IT using the personnel calculation rule Z123, and you want to process the wage type in the same way for all employees.
Solution 6: Functions for Processing
Internal Payroll Tables
Task 1:
1. You want to process table IT using the personnel calculation rule Z001. You should access the rule by means of the employee subgroup grouping for personnel calculation rules, and not by means of the wage type.
Func. Par 1 Par 2 Par 3
a) Access:
Func. Par 1 Par 2 Par 3
PIT Z001 GEN
Task 2:
1. You want to process table ORT using the personnel calculation rule ZORT. You should access the rule by means of the wage type, and not by means of the employee subgroup grouping for personnel calculation rules.
Func. Par 1 Par 2 Par 3
a) Access:
Func. Par 1 Par 2 Par 3
PORT ZORT NOAB
Task 3:
1. You want to process table IT using the personnel calculation rule Z010. You should access the rule by means of the employee subgroup grouping for personnel calculation rules, and the specification in processing class 99.
Func. Par 1 Par 2 Par 3
a) Access:
Func. Par 1 Par 2 Par 3
PIT Z010 P99
Task 4:
1. You want to process table RT using the personnel calculation rule ZEND. You should access the rule without using the wage type or the employee subgroup grouping for personnel calculation rules.
Func. Par 1 Par 2 Par 3
a) Access:
Func. Par 1 Par 2 Par 3
PRT ZEND GEN NOAB
Task 5:
1. You want to process wage type 4711 in table IT using the personnel calculation rule Z123, and you want to process the wage type in the same way for all employees.
Func. Par 1 Par 2 Par 3
a) Access:
Func. Par 1 Par 2 Par 3
Lesson Summary
You should now be able to: • Define internal payroll tables • Define the methods for rule access
Lesson: Maintenance of Personnel Calculation Rules
Lesson Overview
In this lesson, you will learn about the maintenance of personnel calculation rules. You will learn about the attributes of personnel calculation rules. In addition, you will learn how to display rules as structural graphics.
Lesson Objectives
After completing this lesson, you will be able to:
• Identify the attributes of personnel calculation rules • Display rules as structural graphics
Business Example
Your company is implementing HR Payroll. As a member of the project team, you need to maintain the personnel calculation rules in the rules editor for differential processing.
Defining Attributes of Personnel Calculation Rules
Figure 47: Maintaining Personnel Calculation Rules
The personnel calculation rule editor enables you to display and maintain personnel calculation rules. You can access the editor under the Tools in the Payroll menu (transaction PE02).
Personnel calculation rules are processed according to the employee subgroup grouping and the wage type.
Figure 48: Personnel Calculation Rule Attributes
Personnel calculation rules are assigned by their attributes to a program class; that is, they are used either in Payroll or Time Management.
The responsibility for maintenance can be assigned to an employee. In this case, all other employees are only able to display the rule.
The 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.
Displaying Rules as Structural Graphics
Figure 49: Displaying Rules as Structural Graphics
Structural graphics display the source text as lines and nodes linked in a hierarchical structure. You can display and change source text in the graphics mode.
The source text elements and decision operations are color-coded. Decision operations are displayed in a color different to the one used for the other operations.
Exercise 7: Creating Personnel
Calculation Rules
Exercise Objectives
After completing this exercise, you will be able to:
• Create customer-specific personnel calculation rules and access the rules from the schema
Business Example
Your company is implementing HR Payroll. As a member of the project team, you need to adjust payroll to meet your company's requirements. While adjusting the payroll, you need to use personnel calculation rules to edit wage types in diverse payroll tables. To access these rules, you must adjust the schema accordingly.
Task 1:
1. Make a copy of personnel calculation rule XMOD, and rename your copy ZM## (## = group number). In your subschema ZT##, go to function MOD and change parameter 1 so that your personnel calculation rule ZM## is accessed.
Task 2:
1. Change your international payroll schema Z0## so that it copies the modified subschema ZT## instead of the standard schema XT00.
Solution 7: Creating Personnel Calculation
Rules
Task 1:
1. Make a copy of personnel calculation rule XMOD, and rename your copy ZM## (## = group number). In your subschema ZT##, go to function MOD and change parameter 1 so that your personnel calculation rule ZM## is accessed.
a) To copy personnel calculation rule XMOD and to change subschema ZT##, choose:
SAP Menu → Human Resources → Payroll → International → Tools → Customizing Tools → Calculation Rule
Select Copy and enter the following data: From rule: XMOD to rule: ZM##
Note: Later in the exercises you will modify your rule ZM##. To change the subschema ZT##, choose:
SAP Menu → Human Resources → Payroll → International → Tools → Customizing Tools → Schema
Enter your schema ZT##. Select Change.
Use the Find icon to locate function MOD on the line “MOD XMOD GEN”.
Enter “r” for repeat in the line number of the line “MOD XMOD GEN” and push Enter. This creates a copy of the line.
Deactivate one of the lines “MOD XMOD GEN” by placing an “*” in the D column.
On the line which has not been deactivated, change parameter 1 from Rule XMOD to ZM## so that your version of the rule is now active. Check syntax and then save the changes.
Task 2:
1. Change your international payroll schema Z0## so that it copies the modified subschema ZT## instead of the standard schema XT00.
Check the schema. If it contains no errors, save it. a) To modify the payroll schema Z0##, choose:
SAP Menu: Human Resources → Payroll → International → Tools → Customizing Tools → Schema
Enter your schema Z0##. Select Change.
Use the Find icon to locate subschema XT00 in the line “COPY XT00”. Enter “r” for repeat in the line number of the line “COPY XT00” and push Enter. This creates a copy of the line.
Deactivate one of the lines “COPY XT00” by placing an “*” in the D column.
On the line which has not been deactivated, change parameter 1 from XT00 to ZT## so that your version of the subschema is now active. Check syntax and then save the changes.
Lesson Summary
You should now be able to:
• Identify the attributes of personnel calculation rules • Display rules as structural graphics
Unit Summary
You should now be able to:
• Describe different employee subgroup groupings • Identify different personnel calculation rules • Define internal payroll tables
• Define the methods for rule access
• Identify the attributes of personnel calculation rules • Display rules as structural graphics
Test Your Knowledge
1. Personnel calculation rules for wage types cannot be configured to perform various processes.
Determine whether this statement is true or false. □ True
□ False
2. A personnel calculation rule can contain only one calculation formula. Determine whether this statement is true or false.
□ True □ False
3. When displaying rules as structural graphics, all operations are displayed in the same color.
Determine whether this statement is true or false. □ True
Answers
1. Personnel calculation rules for wage types cannot be configured to perform various processes.
Answer: False
Personnel calculation rules for wage types can be configured to perform various processes. For example, wage types for hourly wage earners are processed differently as compared to wage types for monthly wage earners.
2. A personnel calculation rule can contain only one calculation formula.
Answer: False
A personnel calculation rule can contain several calculation formulae depending on the definition and use of the rule.
3. When displaying rules as structural graphics, all operations are displayed in the same color.
Answer: False
Decision operations are displayed in a color different to the one used for other operations.