Technical Procedure for Wage Type Valuation using Valuation Bases 

Purpose

For more information on the purpose of this process, see Valuation Using Valuation Bases.

Process Flow

The X sign appears in the following text in a number of schemas, functions, and personnel calculation rules. This abbreviation represents the country indicator and the international versions of the schemas, functions, and personnel calculation rules. You should only use this if schemas, functions, and personnel calculation rules have not been set up specifically for your country or if you do not want to use the country-specific functions that are available.
  1. The system determines the work center and basic pay data.

    2. In personnel calculation schema X000 (Determine gross wage and transfer), subschema XBD0 (Edit basic data) is called up. This subschema contains the WPBP function (Workplace Basic Pay), which causes the following:

    · The system enters the wage types from the Basic Pay infotype (0008) in the input table (IT).

    · The system enters the work center and basic pay data for an employee in the internal table WPBP.

    · The system determines whether several partial periods arise within a payroll period. Partial periods can arise for the following reasons:

    · Because an employee joined or left the company during the period.

    · Because of changes in basic pay, changes in organizational assignment, and changes in the personal work schedule.

    · Because payments are divided for cost accounting into paid and unpaid attendance and absence.

    For more information on the calculation of partial periods see Factoring.

  2. For every partial period the system forms Employee-related valuation bases.

    3. Subschema XT00 (Processing of Time Data) is accessed by personnel calculation schema X000. The personnel calculation rule X010 (Form valuation bases (Addition)) is queried in this subschema. This personnel calculation rule valuates processing class 01 for the basic pay wage types in the input table. Depending on the specification of the processing class, the system writes the basic pay wage types to one of the secondary wage types that are used as the valuation bases.

    Calculation rule X010 is queried depending on the employee subgroup. In the standard system, the processing steps within personnel calculation rule X010 are the same for all employee subgroup groupings. If you want to set up special processing features for an employee subgroup grouping, you must enter your changes for the correct employee subgroup grouping for personnel calculation rules.

    Personnel calculation rule X013 (Form valuation bases(Division)) is accessed immediately afterwards. This personnel calculation rule is also queried depending on the employee subgroup. Personnel calculation rule X013 queries the processing class 01 according to specification 5. This query has the following results:

    · By means of specification 5 the system recognizes the valuation bases.

    · By means of the employee subgroup the system recognizes whether the employee receives an hourly wage or a period-related salary. The entries in the valuation bases for all employees who do not receive an hourly wage are divided by the average number of hours for the period. This result is written as a valuation basis to the Rate (RTE) field of wage types /001 and/or /002.

  3. The system forms the valuation bases for partial periods that must be paid differently.

    4. In subschema XT00 function PALP (Process alternative payments) is queried. In this function the personnel calculation rule X012 (Calculate valuation bases for alternative payment) is queried. This personnel calculation rule checks whether a partial period must be paid differently. The following cases are taken into account:

    · The employee works at a work center that is not assigned to them. The valuation bases for this period are determined using data for the work center at which the substitution occurs.

    · The collective agreement provisions of a different wage group / wage level apply to the employee. The valuation bases are determined using the wage group or wage level that is valid for this period.

  4. The system determines the wage types that are valuated using a valuation basis.

The personnel calculation rule X015 (Valuation of time wage types) is queried in subschema XT00. This personnel calculation rule is queried depending on the employee subgroup. The personnel calculation rule X015 checks whether the input table (IT) contains time wage types that should be valuated using valuation bases.

Using operations AMT?0, NUM?0 and RTE?0 the system checks the contents of the AMT (Amount), NUM (Number) and RTE (Rate) fields. The following cases are distinguished between:

· If the AMT ( Amount) field contains a value, the wage type will be transferred to the output table OT using operation ADDWT.

· If the NUM ( Number) and RTE (Rate) fields contain values these are multiplied by each other. The result is entered in the Total Amount field and the wage type is transferred to the output table OT using operation ADDWT.

· If only the Number field (NUM) field contains a value, the operation VALBS determines whether a valuation basis has been entered in the Wage Type Valuation table T512W for the wage type. If a valuation basis has been specified, the wage type is valuated accordingly. If no valuation basis has been specified, the wage type is valuated using the principle of averages, in accordance with the specification in processing class 15.

The query of personnel calculation rule X015 is identical for all subareas, in other words, the queries described above are effected at the same time for all employee subgroup groupings (hourly wage earners, monthly wage earners, salaried employees, and so on).

The wage type valuation using a valuation basis is different for wage earners and salaried employees; that is, the wage type valuation depends on the employee subgroup grouping. If no valuation basis exists the wage type is valuated using the principle of averages.

Using personnel calculation rule X015 the system valuates all the determined wage types using the valuation bases. In so doing it distinguishes between the employee subgroup grouping:
  1. The base wage type is valuated using operation VALBS0
  2. The first derived wage type is valuated using operation VALBS1
  3. The second derived wage type is valuated using operation VALBS2
  4. Operation ADDNA cumulates the values in the NUM and AMT fields. The RTE field remains unchanged.
  1. The system accesses the personnel calculation rule X115 (Valuation of time wage types) and carries out the following steps:
  2. The system uses this indicator to determine whether the existing wage type must also be paid differently. The alternative payment depends on the specification in processing class 18 (Processing for Work Center-Related Payments):
 

Specification of processing class 18

Valuation

 

0, BLANK

Remuneration with higher valuation basis

 

1

Remuneration with difference

 

  1. The base wage type is valuated in accordance with processing class 18 using operation VALBS0.
  2. The first derived wage type is valuated using operation VALBS1
  3. The second derived wage type is valuated using operation VALBS2
  4. Operation ADDNA cumulates the values in the NUM and AMT fields. The RTE field remains unchanged.

Result

All wage types are allocated with an amount that can be processed during the payroll run.