In contrast to pension fund basic data, the values entered in this infotype (for example, contributions, bonuses) often change. The infotype is calculated using workflows, or by using specific functions in the PF user-interface.

The values are used for payroll processes and reports and evaluations within the pension fund, and are normally entered by batch-input, workflow or manually-triggered calculations.

For employees with the status active, enter the basic data regarding the insurance relationship, such as pay and contribution data. For pension recipients, enter the relevant pensions and possible cost-of-living bonuses.

You can manually override the values with the entry fields. In this case, the system displays the manually-entered value (used for subsequent calculations) in the right hand field, and the calculated value on the left.

You can link specific entry fields with calculations, so that the system recalculates contributions when a new insured wage is entered.

The infotype contains up to 20 fields, whose meaning is determined during set up by your system administration, dependent on fund and employee grouping (for example, Active, Retiree,...).

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

When an employee enters the pension fund, you must recalculate the infotype with a specific calculation per workflow, or in the user-interface.

You must also recalculate the infotype, if a mid-year change in salary is relevant for pension fund.

You must recalculate the infotype for each change in the capacity utilization level.

You must recalculate the infotype with batch-input at the start of each new fiscal year. This is done regardless of changes in salary, as the contributions can change as a result of age-related contribution rates. You may need to modify LOB constants (Change to LOB pay).

If necessary, you must manually enter the relevant contributions for the affected period. To do this, copy the current record, and insert the new record.

Here, you must delimit the current record to the leaving date.

Here, you must delimit the infotype, and enter the current pensions and cost-of-living bonuses in the new record.