Tuesday, August 27, 2024

SAP HCM Payroll Configuration Objects.. continue

Time Wage Type Valuation

  1. Valuation Bases

    • Constant Valuation Bases
    • Constants dependent on wage types
    • Constants dependent on the pay scale
    • Create person-related valuation bases
    • Assign valuation bases
  2. Different Payments

    • Calculate valuation basis for different payment
    • Calculate valuation basis with higher value
  3. Fair Labor Standards Act (FLSA)

    • Update Schema UT00
    • Determine wage types for regular rate of pay
    • Maintain overtime additional payment for non-discretionary bonus
  4. Reduction Formulas

    • Basics
    • Partial period parameter for different time units
    • Create reduction factors
    • Assign reduction factors
  5. Incentive Wages

    • Payroll
    • Wage Types
      • Create wage type catalog
      • Checking the Wage Type Catalog
      • Check assignment of wage types to WT group 'Incentive wages'
      • Check payroll processing of incentive wages wage types
      • Check average bases
      • Maintain wage types for transfer to Accounting
    • Determine payroll processing
    • Examples of Personnel Calculation Rules
      • Hourly wages
      • Monthly wages
      • Earnings factor
  6. Reporting

    • Check form for time tickets
    • Create wage types for cost accounting

Cumulation Wage Types

  1. Maintain Cumulation Wage Types

    • On basis of temporal payments
    • On basis of master data
    • On basis of external transfers
  2. Cumulations

    • Company-Specific Cumulation
      • Define cumulation types
      • Define 'when paid' accumulation
      • Define cumulation intervals
      • Generate cumulation intervals
      • Assign cumulations to wage types

Deductions

  1. Deduction Frequencies

    • Generate calendar for payment model
    • Define Payment Models
    • Set Pay Periods
    • Define employee groups
    • Set default values for payt/dedctn schedules
    • Maintain recurring payments/deductions and add.payments
    • Assign processing classes to wage types
  2. Wage Types for Deductions with Balances and Totals

    • Convert processing class of deduction/balance wage types
    • Assign processing classes to wage types
  3. Limits on Deductions

    • Convert wage types to be limited
    • Define rules for limits
    • Set limit modifier
    • Set up wage type classes and attach limits
    • Maintain wage types for limits
    • Rename wage types for arrears processing
  4. Priorities and Arrears

    • Check personnel calculation schema
    • Check wage type group 'Deduction for Arrears'
    • Set priorities for arrears
    • Maintain arrears for retrocalculation
    • Maintain percentage deductions for retrocalculation
    • Maintain recovery of arrears
    • Split absolute deductions into collected and advanced amount
  5. Prepaid Deductions

    • Copy wage types for prepaid deductions
    • Link prepaid deduction wage types
  6. Deduction Base for Retrocalculation

    • Maintain outflow/inflow wage types
    • Maintain deduction base wage types
  7. Overpayment Recovery

    • Activate Overpayment Recovery
    • Configure Rules Framework for Overpayment Recovery
    • Define Payroll Constants for Overpayment Processing and Recovery
    • Define Overpayment Wage Type Grouping
    • Activate Error for Permissibility on IT0909
    • Alternate grouping distribution logic for Overpayments - OVPGD option

Benefits Integration

  1. Create Wage Type Catalog

  2. Set Current Benefit Area

  3. Compensation Models for Savings/Pension Plans

    • Create gross compensation model
    • Configure gross compensation model
    • Enter wage types for plans
    • Assign deduction model
    • Assign reasons for off-cycle payroll
  4. Constants for Benefits Processing

    • Maintain constants for insurance plans
    • Maintain constants for savings plans
    • Set up catch up contributions

Tax

  1. SAP/BSI Interface

    • BSI TaxFactory – On-Premise Server Connection
    • Specify location of Tax Factory executable
    • Specify BSI TaxFactory version for customizing settings
    • Specify BSI TaxFactory version for master data and tax calculation
    • Specify level of messages to be returned
    • Determine employee type indicator
    • Maintain estimated quarterly gross wages
    • Specify personal data treatment - BSIPD option
    • Deactivate the new rounding for fields with float value - TAX06 option
  2. Business Add-Ins (BAdIs)

    • BAdI: UI Enhancements for Synchronize Payroll Tax Data Tool
    • BAdI: Enhancement to BSI Reg Bulletin comparator
  3. Tax Companies

    • Tax companies for Tax Reporter
    • Define tax companies
    • Assign tax company to personnel area
    • Define BSI tax company
    • Define tax identification numbers by BSI tax company
    • Define federal/state/local employer ID number
  4. Tax-Related Wage Types

    • Maintain tax-related processing classes
    • Maintain gross up wage types
    • Maintain non-cash income wage types
    • Maintain distribution payment wage types
  5. Tax-Related Payroll Schemas and Rules

    • Maintain payroll calculation rule for unemployment
    • Maintain payroll schema for withholding information
    • Maintain payroll schema for tax functions
    • Maintain payroll schema for override methods
  6. Load Tax Data

    • Maintain states of operation
    • Delete/insert tax table entries
  7. Tax Data Maintenance

    • Tax Authorities
      • Check tax authorities
      • Check sort number for authority
      • Check W-4 and exemption limit indicators
      • Check status of territories
      • Check tax authority mapping
    • Define valid filing statuses
    • Define additional taxation attributes for tax company
    • Define other taxation attributes for tax company
  8. Tax Types

    • Check tax types
    • Maintain tax types per tax authority
  9. Tax Areas

    • BSI TaxLocator
      • BSI TaxLocator - General Information
      • BAdI: Activate BSI TaxLocator
      • Add states where BSI TaxLocator is active
      • Determine source address location
      • Add addresses for personnel subareas
      • Specify location of BSI TaxLocator executable
      • Specify level of messages to be returned
    • Maintain work-related tax areas
    • Maintain tax authorities per work tax area
    • Maintain zip code ranges per work tax area
    • Maintain residence-related tax areas
    • Maintain tax authorities per residence tax area
    • Maintain zip code ranges per residence tax area
  10. Courtesy Withholding

  • Maintain courtesy withholding
  • Allow disabling of courtesy withholding in infotype 0207
  • Maintain Basic Local Reciprocity Messages in Payroll
  1. Tax Models (First-Time Configuration Only)

    • Define tax modifiers
    • Display/change taxability model
  2. Tax Models (Subsequent Maintenance)

    • Define tax authority model
    • Define taxability model
    • Define tax type combinations
  3. Unemployment Insurance

    • Define unemployment worksites
    • Define BSI tax company experience rates
    • Deactivate crediting of out-of-state wages
  4. Tax Overrides

    • Define employee group
    • Define employee overrides
    • Define override formulas
    • Specify additional tax reciprocity attributes
    • Specify the use of BSI reportable wages
  5. WTA (Work Tax Override)

    • Activate the WTA override for inactive employees
    • Allow disabling of WTA Override special refund for Ohio and its localities
    • BAdI: Define if retro differences of WTA override calculates in for period
  6. Symbolic Account Split Based on Tax Authority

    • Define new mapping wage types
    • Define mapping rule
    • Activate symbolic account split in UTX0
  7. Additional Withholding

    • Define additional withholding wage type for Tax Authority and Tax Company
  8. State and Local Taxes

    • Check Additional Codes for Tax Authorities
    • Create Form W-4 for States with specific date
    • State of Washington
    • Configure assumed work hours
    • Maintain priority of tax wage types
    • Define retrocalculation based on payroll tables BAL/UNB
    • Disable the storage of the gross-up gross amount returned from BSI
    • Enable Additional Medicare Tax Calculation in NAMC adjustments
    • Enable pre-tax deduction derived from the supplemental wages
    • Set taxable and reportable wages for exempt employees - TAX04 option
  9. Foreign Earned Income

    • Activate foreign earned income exclusion
    • Display foreign earned income exclusion limit
    • BAdI: Foreign earned income

This structure should provide a clear and organized overview of the topics related to Time Wage Type Valuation, Cumulation Wage Types, Deductions, Benefits Integration, and Tax.

No comments:

Post a Comment

S4 Brownfield Migration

Brownfield migration is a popular approach for transitioning from older SAP systems (like SAP ECC) to SAP S/4HANA. This method allows organi...