Basic Data PF Infotype (0278) 

Definition

In this infotype, you enter basic specifications for an employee’s insurance relationship regarding the company pension plan. This is data that rarely, or never, changes. If an employee is insured with several pension funds, numerous infotype records can be present at one time.

Use

The specified data is used for payroll, and for various PF component reports.

Maintain this infotype, as long as the employee is liable for the pension fund (risk or fully insured), or if the employee is a retiree, and must therefore be taken into account in the pension fund reports.

Structure

In the field Entry date, enter the employee’s entry date into the pension fund, which is specified by the subtype.

If the employee works for another firm, enter the personnel number in the External ID field. This number was assigned to the employee by this other firm‘s HR department.

Enter the employee’s invalidity percentage in the Degree of Invalidity field.

In the Restriction until field, enter the end date of a restriction. At present, you can only use this field in the standard system for information purposes.

You can document additional data relating to the above in the Comments field. If your system is correspondingly set up, you can display these comments on certain forms (insurance statement).

Integration

If the data for a specific date changes, you must delimit the current record in master data maintenance with the Copy function, and enter the changed values.

You cannot delimit the infotype record if the employee has an unpaid absence.

You can display an overview of employee data (and calculated data), with online-evaluation. You can only use this function if certain data is available (master data, account). That is, this is not possible during the hiring phase.

Entering the Pension Fund

When an employee joins the pension fund, you must first create the infotype, and enter the entry date.

Invalidity

As of the employee’s invalidity start date, you must recreate the infotype record, by copying it and entering the employee’s degree of invalidity.

Leaving the Pension Fund

So that the employee no longer appears in the reports after leaving the pension fund, you must delimit the infotype. This documents the end of the insurance relationship.