Enhancement of Functions in Semiretirement

Scope of Functions

From this release onwards, you can use semiretirement models to map legal, collective agreement, and company rules on semiretirement.
Using the new Semiretirement (0521) infotype, you can assign each employee the semiretirement model that is valid for him.

According to this, supplementary amounts are calculated within the payroll run.
The supplementary amounts calculation is contained in a new module specially for semiretirement.

The functions enhancement includes the following points:

Semiretirement model

You define the semiretirement models in Customizing using the views V_T5DA1 (Semiretirement Model) and V_T5DA2 (SR Model Supplementary Percentage Rates). For every semiretirement model, you determine the supplementary percentages for supplementary amount 1, PI-increase and the minimum net amount. Additionally, you specify the fictitious run control.
You can set up as many semiretirement models as you like, for example an own model for each personnel number.

Fictitious Run Control

In Customizing, you can assign a fictitious run control to every semiretirement model. The fictitious run control calculates the amounts relevant for semiretirement in special personnel calculation schemas. You can use these amounts to calculate the supplementary amounts.
You assign individual fictitious runs to a fictitious run control. Within Payroll, the personnel calculation schemas and rules that calculate these amounts are run through for each of the fictitious runs specified.

The standard system contains the following fictitious runs

• ATZA: Collective Agreement Fictitious Full-Time Gross Amount

• ATZB: Statutory Fictitious Full-time Gross Amount

• ATZC: Fictitious Part-Time Net Amount

• ATZG: Statutory Supplements

You define fictitious run controls in the view V_T5D0F (Fictitious Run Controls). You define the individual fictitious runs in the view V_T5D0G (Fi). In the view V_T5D0H (Assignment: Fictitious Run Control - Fictitious Run), you assign the individual fictitious runs to a fictitious run control.

New Semiretirement Infotype

The Semiretirement (0521) infotype is available for entering the semiretirement master data. Using this infotype, you assign a semiretirement model to the employee. If individual rules apply for an employee, that differ from the semiretirement model, these can also be stored in the infotype. The personnel number of the reoccupant and the number of the employment office are required for reimbursing the supplementary amounts from the Employment Office. You also enter this data in the Semiretirement infotype (0521).

New Module For Calculating Supplementary Amounts

Supplementary amounts calculation

• Supplementary amount 1

• Supplementary amount 2

• PI supplement

takes place in the new semiretirement module

RPCATMD0 (Semiretirement module pool).

You access the semiretirement using the function DATZ in the personnel calculation schema DAT3 (Semiretirement processing):

The semiretirement module takes over from the DAT0 and DAT1 personnel calculation schemas previously used.

Effects on Customizing

For more information on Customizing, see the Implementation Guide for Payroll Germany in the Semiretirement section.