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Legal Change: Processing Part-Time Employees and Low-Income Earners
Scope of Functions
A new law governing part-time employees came into effect as of April
01, 1999. The legal changes only affect part-time employees with a low wage (known as a 630 Mark job) and low-income earners.
The person group of temporary part-time employees is not affected by the new law.
New Laws:
The planned regulations cover the following points:
- Low-Income Earners
The law previously stated that the employer must pay the employee share
of the SI contributions for insured persons with a low income. The
threshold amount was one seventh of the monthly reference wage. For
remuneration up to this threshold amount, only the employer was liable
to pay the total contribution. If this threshold amount were to be
exceeded with one-off payments, the employee and the employer would
each be liable to pay one half of the contribution for the portion of the one-off payment that exceeds this threshold.
Low-income earners to whom this law applied were previously assigned the secondary attribute 24
(Low-income earner) in the Social Insurance infotype (0013).
The new law, effective as of April 01, 1999, removes the previous low-income earner threshold.
The new low-income earner threshold only applies to employees who are liable to pay social insurance even though they are part-time
employees. This only applies to employees who are employed as part of a
company vocational training scheme. These employees retain the secondary attribute 24 (Low-income earner).
All remaining employees are no longer classed as low-income earners and are no longer assigned the secondary attribute 24
in the Social Insurance infotype (0013).
The threshold is DEM 630 (East and West). There are no longer exceptions for miners' pension insurance schemes.
- National Low-Income Earner Threshold
There were previously different low-income earner thresholds for the
East and West legal systems. With the new law, a national low-income earner threshold of DEM 630 now applies.
- Addition to Social-Insurance-Liable Main Employment
Income from low-income employment and income from employment liable to
social insurance is calculated together. This results in insurance
obligation to health, nursing, and pension insurance. When the incomes
are added together, it may be the case that the regular annual
remuneration exceeds the annual remuneration threshold. This means that
the person concerned is no longer liable to pay health insurance.
- Social Insurance Contributions
Previously, employees on a low income were exempt from all forms of
social insurance. Exemption from contributions still remains for
unemployment and nursing insurance, however, the following conditions now apply for health and pension insurance.
- Health insurance:
If the low-income earner is insured in a state health insurance scheme
, the employer must pay a flat-rate contribution of 10% of the remuneration. Contributions are not paid for employees with
private insurance and employees who are exempt from health insurance
(for example, public sector employees).
- Pension insurance
The employer must pay a flat-rate contribution of 12% for low-income
earners. This flat-rate employer contribution means that the low-income earner is entitled to a retirement pension.
The employee can also waiver the right to pension insurance exemption
and supplement the contribution to the full amount. This supplement
entitles the employee to all benefits associated with statutory pension
insurance (rehabilitation benefits and protection in case of disability
or inability to work). The supplement is structured so that a minimum contribution of DEM 58.50 (19.5% of DEM 300) is paid.
- DEUEV/Reporting
The DEUEV notifications for part-time employees were previously
submitted without details of the employee's remuneration. Since the introduction of the new law, remuneration and interruption
notifications must also be submitted for low-income earners (part-time
employees). All part-time employees must be registered by April 01,
1999. Previous deregistration is not required, however, it can take place.
In accordance with this law, the SAP DEUEV program creates a deregistration with the deregistration reason 30
(Deregistration due to end of an employment contract) and then a registration with registration reason 10
(Registration due to start of an employment contract) for the following person groups:
- Temporary employees, although no changes are made to master data on April 4, 1999.
- Employees on low-incomes, who have only changed contribution group on April 01, 1999
- Employees on low-incomes, who are liable to social insurance when the income is added to the main income
- Contribution Statement
Previously, part-time employees were exempt from social insurance
contributions, therefore, no contribution statements were submitted for
social insurance. In accordance with the new regulation, contribution statements must now also be created for low-income earners.
- Difference Between Hourly-Paid Employees and Salaried Employees
The new regulation introduces new official pension insurance contribution groups for employees with a low hourly wage or salary. It
is now necessary to differentiate between employees with an hourly wage and salaried employees.
- Tax
The remuneration from a low-income job, for which the employer must pay
contributions for health and pension insurance, is tax free, provided
the employee's total income from other sources is not positive (new item 39 in §3 EStG - Income Tax Law).
To receive tax-exempt remuneration, the employee must submit a statement from the Tax Office to the employer.
The tax-exempt amount is transferred to the payroll account and is printed in a tax exemption certificate by the Tax Office.
Maintenance of Master Data
If a low-income earner submits the correct statement from the Tax
Office, the remuneration is not subject to tax. When the statement is submitted, you must enter the indicator 5
(Part-time employee) in the Tax liability field of the Fiscal Data infotype
(0012). This entry triggers the payment of tax-exempt remuneration for the low-income earner.
The tax-free payments must be transferred to the payroll account and
are listed on the exemption certificate from the Tax Office. You enter the necessary data for this in the
Exemption Certificate for Part-Time Employees
infotype (0512). This infotype is displayed when you flag the employee as a part-time employee in the Tax liability
field in the Fiscal Data infotype (0012).
Four cases can be identified:
- Low-income earners with main employment subject to social insurance
- Low-income earners who waiver PI exemption
Temporary Employees
Temporary employees are flagged as follows in the Social Insurance infotype (0013):
- Indicator: HI: 0 (exempt from insurance)
- Indicator: PI: 0 (exempt from insurance)
- Indicator: UI: 0 (exempt from insurance)
- Indicator: NI: 0 (exempt from insurance)
- SI attribtute: 05 (part-time employee)
- UI exemption reason: 9 (temporary employee)
These entries mean that the employee is exempt from contributions in all four areas of social insurance.
In the DEUEV infotype, enter the key 110 (Temporary employees) in the
Person group field.
Low-Income Earners with Main Employment Subject to Social Insurance
If the low-income earner also has main employment which is subject to
social insurance contributions, the low income and the income from the main employment are added together.
The SI indicators for health, nursing, and pension insurance and the SI attribute are same as for the main employment.
The low-wage earner is not subject to unemployment insurance contributions.
- UI indicator: 0 (exempt from insurance)
In the DEUEV infotype (0020), enter the key 101 (Liable to SI) in the
Person group key.
Low-Income Earners
Low-income earners are exempt from contributions to unemployment insurance and nursing insurance. The SI attribute 05
must be set:
- Indicator: UI: 0 (exempt from insurance)
- Indicator: NI: 0 (exempt from insurance)
- SI attribute: 5 (part-time employee)
- UI exemption reason: 8 (part-time employee)
In the DEUEV infotype (0020), enter the key 109 (Low-income earner) in the
Person group key.
Health insurance:
For low-income earners, it is necessary to check whether the employee
has statutory health insurance. If this is the case, a flat-rate
contribution of 10% of the low income is deducted. If the employee is
exempt from health insurance, no contribution is paid. The HI indicator must be set accordingly:
- Indicator: HI: 0 (exempt from insurance)
- Indicator: HI: 8 (flat-rate contribution)
Pension insurance:
If the low-income earner has decided against payment of a voluntary
supplementary amount, only the flat-rate employer contribution for pension insurance (12%) is paid.
The process is different depending on whether the employee is assigned
to the contribution group for hourly-paid employees or salaried employees. The PI indicator must therefore be set accordingly:
- Indicator: PI: 6: Flat-rate contribution for salaried employee
- Indicator: PI: 7: Flat-rate contribution for hourly-paid employee
NOTE:
You can maintain the Social Insurance infotype (0013) for low-income earners in a batch input session.
Low-Income Earners who Waiver PI Exemption
The SI indicators for health, nursing, and unemployment insurance in the Social Insurance
infotype (0013) correspond to the SI indicators for a part-time employee without a pension insurance supplement:
- Indicator: HI: 0 (exempt from insurance)
- Indicator: NI: 0 (exempt from insurance)
- SI attribute: 05 (part-time employee)
- UI exemption reason: 8 (part-time employee)
In the DEUEV infotype (0020), enter the key 109 (Low-income earner) in the
Person group key.
Pension insurance:
If the low-income earner chooses to pay a supplement, the contribution
is increased to the full pension insurance contribution. The difference (currently 7.5%) is paid by the employee.
The process is different depending on whether the employee is assigned
to the contribution group for hourly-paid employees or salaried employees. The PI indicator must be assigned accordingly:
- Indicator: PI: 1: Full contribution for hourly-paid employee
- Indicator: PI: 2: Full contribution for salaried employee
CAUTION!
The supplement must be calculated so that a minimum contribution of DEM
58.50 is paid. The minimum contribution of DEM 58.50 corresponds to 19%
of the PI employee share of DEM 300. If an employee earns less than DEM
300, the DEM 58.50 would not be reached. For this reason, the income
for the PI calculation must be increased to DEM 300 for part-time employees who earn less than DEM 300. To do this, use wage type
MU70 (PI supplement part-time EE). This wage type can be entered in the
Recurring Payments and Deductions (0014) or Additional Payments (0015) infotypes.
Example:
A part-time employee earns DEM 250 per month. The employee is DEM 50
short of the DEM 300 needed for the minimum contribution amount of DEM 58.50.
In this case, enter wage type MU70
with the amount DEM 50 in the Recurring Payments and Deductions
infotype (0014) for this employee. During the payroll run, a pension insurance contribution
of DEM 9.70 is calculated on the DEM 50 (19.5& of DEM 50). The employee pays the PI contribution of DEM 9.75.
Batch Input for Low-Wage Earners
Master data for low-income earners can be maintained if they
- Have statutory health insurance
- Remain exempt from pension insurance
- Are flagged as low-income earners (SI attribute 05 with UI exemption reason 8 in the
Social Insurance infotype).
To do this, run the
Batch Input for New Regulations for Part-Time EEs as of 01.04.1999 report (RPISVGD0). The creates a batch input
session for this employee to convert the Social Insurance infotype (0013).
CAUTION:
Part-time employees with main employment subject to social insurance
and part-time employees who waiver pension insurance exemption cannot
be converted by batch input. You must maintain the master data for this employee accordingly.
For more information, see the documentation on report
RPISVGD0.
Effects on Customizing
New constants
| Constant | Name |
Status | Value |
|---|
|
| KVGPG | HI flat-rate cont. rate | New | 10% |
| RVGPG | PI flat-rate cont. rate | New | 12% |
| RVGVD | PI low-inc. earner thresh. | Unchanged | DEM 630.00 |
| RVGOD | PI low-inc. earner East | Delimited | DEM 0.00 |
| RKGVD | MMEI low-income threshold | Delimited | DEM 0.00 |
| RKGOD | MMEI low-income earner East | Delimited | DEM 0.00 |
New Wage Types
The following technical wage types have been created to deal with the new regulations:
- /32E: HI gross reg. part-time EE
- /32F: HI gross OP part-time EE
- /32G: PI gross reg. part-time EE
- /32H: PI gross OP part-time EE
- /32I: PI gross reg. part-time EE liable
- /32J: PI gross OP part-time EE liable
- /32K: PI supplement part-time EE liable
- /32L: PI supplement part-time EE
- /35W: HI ER contribution reg. part-time EE
- /35X: HI ER contribution OP part-time EE
- /36W: PI ER contribution reg. part-time EE
- /36X: PI EE contribution reg. PT EE liable
- /36Y: PI ER contribution reg. PT EE liable
- /36Z: PI EE supplement PT EE liable
- /37W: PI ER contribtion OP PT EE
- /37X: PI EE contribution OP PT EE liable
- /37Y: PI ER contribution OP PT EE liable
For the following technical wage types, you must make sure that posting to Accounting takes place:
- /35W: HI ER contribution reg. part-time EE
- /35X: HI ER contribution OP part-time EE
- /36W: PI ER contribution reg. part-time EE
- /36Y: PI ER contribution reg. PT EE liable
- /37W: PI ER contribtion OP PT EE
- /37Y: PI ER contribution OP PT EE liable
To do this, you must compare the Time Dependency of Wage Type Posting (V_T52EZ) and
Wage Type Posting (V_T52EL) views in your live client with those in the delivery clients.
For more information, see the Implementation Guide for Payroll Germany under Posting to
Accounting -> Maintain Wage Types ->
Define Posting Characteristics of Wage Types .
The model wage type MU70 (PI supplement part-time EE) has also
been included again. To copy this wage type from the delivery client to your live client, you must compare the following views:
- Permitted Wage Types (V_T512Z)
- Wage Type Characteristics (V_T511)
- Permissibility of Wage Types (V_511_B)
For more information, see the Implementation Guide for
Personnel Administration -> Payroll Data -> Recurring Payments and
Deductions -> Check Wage Type Catalog , then the sections
Forms for Remuneration Statement, Payroll Account, and Payroll Journal
The standard forms for the remuneration statement, payroll account, and
payroll journal have been enhanced to include the appropriate wage types for low-income earners.
- Remuneration statement
Since the PI and UI gross amounts need no longer be identical, the previous
SI gross amount PI/UI is split according to
pension insurance and unemployment insurance. The amounts are now shown as SI gross PI and
SI gross UI. To print the annual amount here, start the Recreation of Cumulation Tables
report (RPUCRT00). In the Reconstruct CRT from date, enter 01.01.1999.
For more information, see the documentation on report RPUCRT00.
- Payroll Account
The payroll account must show the data from the Exemption Certificate for Part-Time
Employees infotype (0012). This
data has been entered in the standard SAP form for the payroll account.
If you use the standard SAP forms, you must copy the new standard forms
to your live client. For more information, see the Implementation Guide for Payroll Germany under
- Remuneration Statements ->
Forms for Contribution Statement
The standard forms for the statutory statement of contributions and miners' insurance (individual statement lists and collective
statements) have been modified. Copy these forms to your live clients. For more information, see the Implementation Guide for
Payroll Germany -> Social Insurance -> SI Contribution Statement
Forms for the Statutory Contribution Statement in the sections:
Dynamic Actions for the Fiscal Data Infotype
From the Fiscal Data infotype (0012), a dynamic action enables you to maintain the
Exemption Certificate for Part-Time Employees
infotype. The trigger for the dynamic action is the Tax liability field. The value 5
(part-time employee) must be entered as the value.
Copy the dynamic action to your live clients by comparing the
Dynamic Actions view (T588Z).
For more information, see the Implementation Guide for Personnel Administration under
Adjusting Procedures ->
Dynamic Actions .