Create Quota for Entitlement to Special Payments (SAP Library

Create Quota for Entitlement to Special Payments

In this IMG activity, you define exceptional situations for special payments.

You must assign an exception modifier to each special payment. The same group of exception conditions and resulting activities applies to special payments with the same modifier.

An exceptional situation can be triggered by an action or by an absence . You can make entries here for these actions and absences.

If this action is then carried out with the corresponding action reason for an employee, the exception rule specified is taken into account when the special payment is processed. The same applies to an absence entered here.

You must make the following entries for an exception rule that is to apply for a change of employee subgroup:

you must assign different special payment classes for the two employee subgroups

each special payment class should be assigned the special payment wage type

both special payment classes should be assigned two different modifiers for the exceptional situations

you must make an entry for the exception condition for each of the two modifiers. Do not specify an action or an absence for these.

You must specify for each entry whether the action or the absence reduces the special payment quota. In the Day addition field, you must decide whether or not the special payment entitlement is to be cumulated into the standard wage type. The action or absence can also be detrimental to the quota, in which case the quota is then no longer set up.
The entitlement must be cumulated into the standard wage type for entries on a change of employee subgroup.

Example

When the employee leaves the company, his/her entitlement quota should no longer continue to increase. In this case you must enter a 1 for 'detrimental'.

Requirements

You should have defined the special payment classes, created the special payment wage types and assigned the wage types to the classes.

Activities

1. Assign a modifier for exception rules for each special payment. Special payments with the same modifier refer to the same number of exceptions.

2. Double click on a modifier to access the view Detrimental actions/absences.

3. Define the trigger of the exceptional situation and make an entry for each exceptional situation.
This might be:

an action, in which case you should specify the action and action reason

an absence, in which case you should specify the two-character absence ID.

if you do not specify an action or an absence symbol, the rule is accessed for a change of employee subgroup.

4. Specify whether the situation is detrimental to the entitlement quota or whether the quota is to be cumulated for the standard wage type.

Further Notes

If a detrimental action is recorded with an advance up to the end of the entitlement period after a payment, a claim can arise. This claim contains the excess entitlement for the period between the action and the end of the entitlement period.

In order to avoid a negative special payment entitlement arising, you can carry out retroactive accounting for the employee up to the payment period. The part paid in excess is then forwarded using the recalculation difference and cleared.