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Valuate
Absences after Quota Deduction
In this step, you define the special rules for
differentiated valuation of absences with quota deduction.
You can use the following criteria to assign a
new absence valuation rule for valuating absences:
- Dependent on deducted absence
quota
- Dependent on deducted absence quota and
accompanying validity period (= leave year)
The start date for the validity period of an absence quota is always taken
into account with this option.
You can use a sequential number to assign different absence valuation rules,
depending on the validity period of an absence quota. The individual entries
will run through the program until a corresponding entry is found.
Examples
1. Leave for
challenged persons is to be valuated at a higher rate than standard leave. You
want to reduce the amount of work for your administrator and therefore you use
only one absence type. This absence type makes the deduction from the leave
quota for the employee and is assigned to absence valuation rule 01.
When the absence is entered, the system uses your Customizing settings, which
specify how the quota is structured and deducted. The system automatically
determines whether the leave is for a challenged person, or whether it is
standard leave or another type of leave.
To valuate both absences using a different rate, you create an entry for the
absence valuation rule 01 in this step. You can assign, for example, the
absence valuation rule 12 to the quota for additional leave for challenged
persons. You continue to valuate the other leave types for the employee using
the absence valuation rule 01.
2. You want to
valuate sick leave without pay after the annual entitlement has been deducted.
To do this, create two absence quota types: one for the paid sick leave and
one for the unpaid sick days.
You then create an absence valuation rule for unpaid sick days in addition to
the absence valuation rule for paid sick days.
In this step you create an entry by assigning an absence valuation rule for
unpaid sick days to the quota type for unpaid sick days under the absence
valuation rule for paid sickness days.
3. You want to
valuate the remaining leave from the previous year based on the employee's
basic pay at the start of the previous year. To do this, create an entry for
the Leave paid quota type and assign an absence valuation
rule for each leave year. Enter a wage type that is valuated with the
employee's average basic pay for the leave year to be valuated.
Requirements
1. You must
make the required settings for absences and also for the structure and
deduction of absence quotas within Customizing.
2. The absence
valuation rules for the valuation of absences must also be set up. This
includes the special rules for the valuation of absences with quota
deduction.
3. If the
corresponding country-specific standard processing functions are not
available, you must first set up appropriate personnnel calculation rules to
retrieve the information on the previous year(s) remuneration.
4. In your
payroll schema, parameter 3 from the RAB function must be filled with
X.
Recommendation
Absences with the same quota deduction rule
should usually be valuated in the same way (time value = monetary
value).
Activities
1. Enter the
absence valuation rule that you want to differentiate further for the
valuation of absences with quota deduction.
2. Enter the
accompanying groupings and the absence quota types to which you want to assign
the new absence valuation rule.
3. If you want
to store several entries for an absence quota type, enter a sequential
number.
Please note that the system will run through the entries until it finds a
suitable entry. For this reason, you should give the special entries a low
sequential number and the general entries a high sequential
number.
4. Enter the
validity period for the entry. Please note that the system selects the rule
that is valid for the payroll run when the the absence valuation rule is
selected.
5. If required,
specify the leave year for which the new absence valuation rule should be
assigned.
a) In the
Comp field, enter the following data for the leave
year:
- Relating to the specified single values, for
example, the leave year
- A sequence of values from the previous
year
- A sequence of values from the following
year
b) Enter the
leave year(s) to be valuated using the new absence valuation rule. Different
methods are available for calculating the leave year:
- Enter the difference between the leave year
and the year in which the current payroll period started.
You can use this method to make general statements on the processing of leave
in the current year or the previous year. The reference date is the start date
of the payroll period.
If changes are subsequently made to the collective agreement, you can delimit
individual entries using the validity period for the entry.
- Enter calendar year:
Specify the leave year directly. The disadvantage of this method is that you
must maintain the entries for each leave year.
Example:
|
Comp. |
Diff |
Year |
Meaning |
|
= |
- |
1998 |
Leave year 1998 |
|
= |
0 |
- |
Current leave year (start date |
|
|
|
|
of payroll period) |
|
= |
-1 |
- |
Previous year leave |
|
< |
0 |
- |
Leave for prev. year |
|
- |
- |
- |
Always |
6. Specify the
new absence valuation rule to be assigned for the absence quota
type.