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Procedure documentationMaintaining Benefit Rates Locate this document in the navigation structure

 

The personnel expenditure projection (PEP) requires benefit rates to be defined for combinations of benefit area and benefit plans. The SAP Public Budget Formulation solution facilitates the creation of benefit rates through the Benefit Rate maintenance screen. Using benefit rates, customers can configure rates based on their individual needs.

Prerequisites

The following master data exists in the system:

  • Benefit Areas

  • Benefit Plans

  • Benefit Rules

Procedure

To create a new benefit rate, do the following:

  1. Choose   PBF Administration   PEP Maintenance   Personnel Maintenance   .In the Detailed Navigation area, choose   Benefit Rates   Benefit Rates  .

  2. On the Benefit Rates Detail tab, click New.

  3. In the Details table, enter information in the following fields:

    • Benefit Area: select a benefit area code.

      This selection will limit the available benefit plans.

    • Benefit Plan: select a benefit plan code.

    • Benefit Range Step: select a benefit range step.

      The benefit range step can be any whole number. The benefit range step allows differing minimum amount and maximum amount values within the same benefit area, benefit plan, and effective date combination.

    • Start Date: enter the effective start date for this benefit rate row.

    • End Date: enter the effective end date for this benefit rate row.

    • Longevity Months: enter the number of months needed to qualify for the benefit rate row.

      The system will determine the current longevity months for each position or employee based on the position or employee longevity date.

    • Min Amount: enter the minimum amount of annual salary needed to qualify for this benefit rate row.

    • Max Amount: enter the maximum amount of salary that qualifies for this benefit rate row.

    • Amount: enter the annual amount associated with this benefit rate row.

    • Benefit Rate: enter the benefit rate or percentage value associated with this benefit rate row.

  4. To save the information, click Save.

  5. To exit without saving the information, refresh the screen without saving.

To search for a benefit rate, enter a search criteria and click Search. To retrieve all existing benefit rates, click Search without entering a search criteria.

To edit a benefit rate, do the following:

  1. Search for and select the benefit rate that you want to edit.

    The system displays the Details screen.

  2. Click Edit to change the start date, longevity months, min amount, max amount, amount or benefit rate of the benefit rate.

    Note Note

    You cannot change benefit area, benefit plan, benefit range step, and end date of a benefit rule.

    End of the note.
  3. To save the changes, click Save.

  4. To exit without saving the changes, refresh the screen without saving.

To delete a benefit rate, do the following:

  1. Search for and select the benefit rate that you want to delete.

    The system displays the Details screen.

  2. Click Delete.