Pre-Tax and Post-Tax Deductions

  • Pre-tax deduction happens before the taxes are calculated and deducted from the gross income. Here the taxable income would be less as the deduction happens before the tax gets calculated.
  • Post-tax deduction happens after the taxes are calculated and deducted from the gross income. Here the taxable income would be more as the deduction happens only after the taxes are deducted.

 Example: Gross income – $ 1000, 401(K) savings – $200, tax percentage – 2%

 In case of Pre-tax Deduction, Net Earnings will be $ 784

              Calculation: (Gross income – Pretax deduction) – tax deduction

      = (1000-200) – 16     

      = 784

In this example, the pretax deduction (401 K Savings) is deducted before the tax is calculated on the gross income. The net gross available would be $ 800 after deducting $200 for 401 K savings. 2 % tax on $800 would be $16. So the net earnings will be $ 784 after deduction of tax.

In case of Post –tax Deduction, Net Earnings will be $ 780    

Calculation: (Gross income – tax deduction) – Post tax deduction

                      = (1000 – 20) -200

                      = 780

In this example, the post tax deduction (401 K savings) is deducted after the tax is reduced from the gross income. 2% tax on gross income would be $20. After deduction of tax the net gross available is $ 980. Then after deducting the amount of $200 for 401k which is post tax deduction, the net earnings available will be $780.

Processing class 71 in Payroll

  • Processing class 71 (Wage type tax classification) defines the tax combination that needs to be done. Table : V_512W_D
  •  Each wage type is assigned to a taxability class via processing class 71.
  • The tax classes are assigned to each tax model in different combinations in table T5UTM (Tax Model) and those values indicates for which wage types the tax type combination will be used.
  • For example, if a wage type contains value ‘1′ (regular wages) in Wage type tax classification 71 and only tax models (assigned for each tax authority) which have a ‘1′ in the tax class field (defined in tax tables) will apply to the wage type and hence only those wages will be taxed using the specified combination.
  • To quote one more example, say a wage type should not be taxed for a particular state but for other states it should be taxed. In this scenario, a new specification class can be created and assigned to the processing class 71 against respective wage type. The same value should be entered in the tax class field against all the tax models for which the tax has to be calculated and it should not be assigned to the model where it should not be taxed.

Configure OM Infotypes – add/hide tabs

For Example: Hiding or adding the Address infotype tab which gets displayed at the bottom of the PPOME screen.

                The tabs for infotypes can be configured by using the table T77OMTABUS

Steps to configure:

1.       Select the scenario OME0 (Organization and Staffing) from Scenario Definition (Hierarchy Framework).

2.       With the selected scenario, select Tab Page in Scenario for each Object Type tab on the left side under the tab Scenario Definition (Hierarchy Framework).

3.       Double click on the Tab Page in Scenario for each Object Type with the selected scenario.

4.       It will display columns like scenarios, Object type, tab page, sequence, report name etc. The last column would be Do not Display column. It should be checked if that particular infotype for Object Type needs to be displayed else it should be unchecked. 

 

Note: The columns are the combinations of Object type, tab page etc. So while performing the Do not Display column activity, these combinations should be checked thoroughly based on the requirement.

SAP PA – Master data changes report – RPUAUD00

Report RPUAUD00 (Logged Changes in infotype Data) is used to track the master data changes.

Configuration required:

There are two different ways that can be followed for configuring the report.  This can be done either though IMG or directly configured through tables.

IMG Path:

Personnel Management -> Personnel Administration -> Tools -> Revision -> Set up change document

Tables:

V_T585A – HR Documents: Infotypes to be logged.

The infotypes that needs to logged for changes has to be maintained in this table.

V_T585B – HR Documents: Field Group Definition.

This table is needed for defining the field groups (for logging the changes together including all the fields). In addition, individual field can also be logged.

V_T585C – HR Documents: Field Group Characteristics

This table allows in setting up the document type as whether the document created for infotype log creation is short – term documents or long –term documents.

Configure a wage type to accept zero values

Table: V_T511 (Wage Type Characteristics)

Basically the table Wage type characteristics is used to define how the wage type has to behave in the payroll.  When the wage type is defined to accept the amount, we can configure it to accept zero value.

Configuration:

Ø  Input combination box would be present in the screen when the table is opened.

Ø  Under which the amount column should be defined with “.”  to accept Zero value and the number/ unit column should be “-”

Stop Tax deduction for a particular region

For all the tax related information, there are 3 main tables which need to be looked at:

T5UTE (Tax Authority / Tax Calculation Model):  The tax model will be assigned to the tax authorities.

T5UTM (Tax Model): Taxability model will be defined here with respect to definition of type of payment, type of employee and residency or work. Tax combo for each definition will be assigned.

T5UTY (Tax Type Combinations): Here we define the Tax Type combination. Against each tax combo tax type will be defined.

The tax combo defined will be assigned to taxability model and the taxability model will be assigned to tax authority.

Steps to be followed to stop the deduction of a particular tax which is being withheld from the employees who work for a particular region:

Ø Check for the taxability model assigned to the tax authority (in table T5UTE)

 

Ø Then check for the tax combo attached to the tax model. (in table T5UTM).

 

Ø Check if any of the tax combo’s are assigned with the tax type that calculates the tax which needs to be stopped from deduction from employees. (in table T5UTY)

 

ØIf so, create a new tax combo ignoring the relevant tax type that calculates tax which needs to be stopped from deduction.

 

ØAssign the newly created tax combo to the taxability model with the effective date by delimiting the earlier tax combo.

 

*Note: These steps can be followed only when the tax model and the tax combo are used only for that particular region for which the tax deduction from the employees needs to be stopped.

Gross-Up Functionality in SAP HR Payroll

Gross-Up wage types are created in order to make available  the whole net amount to the employee and the taxes will be borne by the employer. 

·         The concept behind the gross up functionality is that the net amount will be entered on the infotype and when payroll runs it takes the net amount and grosses up the taxes and adds that to the net to get a gross amount (taxes + net). 

·         Three wage types are needed to perform this:

1.       Wage Type Gross-Up – Net amount available to the employee

2.       Wage Type Tax Gross – Up – Tax Amount

3.       Wage Type Gross -Up Result  – Total Gross income 

·         Wage type Tax Gross-Up Results and Wage Type Tax Gross-Up needs to be assigned as 1st derived wage type and 2nd derived wage type against the Wage Type Gross-Up in the table V_ 512W_B (Valuation Bases).

 

 Note*: Wage type creation procedures are same like normal wage types.

SAP HR Reports – by Module

SAP HR REPORTS / PAYROLL PROGRAMS

Find below the comprehensive list of SAP HR related reports including commonly used Payroll reports and time management reports etc.

PA reports

RPLACTJ0 Employee Actions List
RPLEHSU0 Employee Job/Salary History
RPLINFC0 Infotype Overview for Employees
RPLMIT00 Employee List
RPLPAY00 Payments and Deductions List
RPLREF00 Reference Personnel Numbers
RPUAUD00 Infotype Audit Report

PA Integration Reports

RHINTE00 Transfer data from PA to OM
RHINTE10 Prepare Tables for transfer of data from

OM to PA
RHINTE20 Check all the fields are configured in both
OM and PA tables
RHINTE30 Transfer data from
OM to PARecruitment

RPAPL001 Applicants by Name
RPAPL002 Applications
RPAPL003 Vacancy Assignments
RPAPL004 Applicants by action
RPAPL005 Applicant Statistics
RPAPL006 Job Advertisements
RPAPL008 Evaluate Recruitment Instruments
RPAPL009 Applicants by Activity
RPAPL010 Vacancies
RPAPL011 Applicants’ Education and Training
RPAPL012 Variable Applicant List

Time Reports

RPTQTA10 Display Leave Quotas
RPTQTA00 Bulk Leave Quotas Update
RPLTIM00 Time Recording Overview
RPTABS20 Attendance/Absence Data: Overview
RPTABS50 Attendance/Absence Data: Calendar View
RPTABS60 Attendances/Absences: Multiple Employee View
RPTENT00 Time Recording for Multiple Persons and Infotypes
RPTLEA40 Overview Graphic of Attendances/Absences
RPTTYYCA Extract employee data into spread sheet
RPTLEACONV Transfer of Remaining Leave from Infotype 0005 to Infotype 2006
RPLABSG0_ABSENCE_HISTORY Absence history
RPLABSG0_ENTITLEMENT_DETAILS Entitlement Details


Payroll Programs / Payroll Reports
Schemas and PCRs

RPUCTF00 Change Attributes for Schemas and PCRs (change owner)
RPUCTI00 Lists Subschemas not called up in any other schema
RPUCTJ00 Lists Personnel Calculation Rules which are not called up
RPUCCOSE Source text search in PC rules
RPUCTX00 Copy Personnel Calculation Rules from client 000 to other clients
RPUSCD10 Schema directory – useful after LCP to see changed schemas, also shows who changed it last and when
RPUCTC00 Displays PCRs full source text
RPUDEL20 Deletes payroll results

Wage Type Utilities

RPU12W0C (HR utility 512W-classes) allows you to reload backups of specific processing classes,
cumulations and evaluation classes created with RPU12W0S in T512W
RPU12W0S Creates a backup of T512W in T599U or reloads the backup into T512W.
RPU99U0V Displays T599U
RPU5XX0D Generically deletes entries in T599U, T512W or T512T<
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OM Reportsorganisation
SAP Report RHCDOC_DISPLAY To view the change document on OM,
SAP Report RHXSTAB0 Staff Functions for Organizational Units
SAP Report RHSTEL00 Job Index-search with object id/type/plan version
SAP Report RHXSTEL0 Job Index
SAP Report RHXDESC0 Job Description
SAP Report RHXSCRP0 Complete Job Description
SAP Report RHSBES00 staff Assignments
SAP Report RHXDESC1 Position Description
SAP Report RHXSTAB1 Staff Functions for Positions
SAP Report RHFILLPOS Periods for Unoccupied Positions
SAP Report RHXHFMT0 Authorities and Resources
SAP Report RHSOLO00/RHXSOLO00) Planned Labor Costs
SAP Report RHVOPOS0 Vacant Positions
SAP Report RHVOPOS1 Obsolete Positions
SAP Report RHXSCRP1 Complete Position Description
SAP Report RHSTR04 Reporting Structure with Persons
SAP Report RHSTR05 Reporting Structure without Persons
SAP Report RHXSTRU06 Work Centers per Organizational Unit
SAP Report RHXSTR02 Organizational Structure with Persons
SAP Report RHXSTR03 Organizational Structure with Work Centers
SAP Report RHXSTR07 Activity Profile of Positions
SAP Report RHXSTR08 Activity Profile of Positions with Persons
SAP Report RHEXIST0 Existing Objects
SAP Report RHXEXI00 Existing Organizational Units
SAP Report RHXEXI02 Existing Jobs
SAP Report RHXEXI03 Existing Positions
SAP Report RHXEXI04 Existing Tasks
SAP Report RHXEXI05 Existing Work Centers
SAP Report RHSTRU00 Structure Display/Maintenance
SAP Report RHINFAW0) Reporting on an Infotype
SAP Report RHPNPSUB) Starting an HR Report

Infotype Audit Logs
to track master data changes to Infotypes

RPUAUD00 track (PA) master data infotype changes/Infotype audit log
RHCDOC_DISPLAY (PD) Infotypes audit log configure it in table T77CDOC_CUST

OTHER HR Utility Reports
RPLMUT00 List of Maternity Data
RPLICO10 Flexible Employee Data
RPPSTM00 HR Master Data Sheet
RPLREF00 Reference Personnel Numbers
RPLTRF10 Defaults for Pay Scale Reclassifications
RPLTRF00 Time Spent in Pay Scale Group/Level
RPLTEL00 Telephone Directory
RPSTRF00 Assignment to Wage Level/list of the pay scale classification of employees.

RSUSR006 List users last login

SAP HR MASS DATA CHANGES/MASS DATA DELETION Utilities/Reports

RPUP1D00/10 View/Delete data from PCL1 Cluster
RPUP2D00/10 View/Delete data from PCL2 Cluster
RPUP3D00/10 View/Delete data from PCL3 Cluster
RPUP4D00/10 View/Delete data from PCL4 Cluster

RHGRENZ0 Delimit Objects
RHGRENZ1 Set New End Date
RHGRENZ2 Delimit Infotypes
RHGRENZ4 Set New End Date


RPUDELPN Delete all info for an employee number, including cluster data and infotypes

RPCDELM1 Deletion of temporary data occured during the payroll run
RPUAUDDL HR Report to delete audit data from the PCL4 Audit Cluster.
RPUDEL20 Delete Payroll results

Developing OM Infotypes – PPCI

Although the need for creating OM ifotypes is rare, some projects do require this knowledge. In some ways OM infotypes are similar to their PA counterparts. For example:

  • Infotypes have a validity period – start date and end date
  • Each Organizational object has a record of infotype 1000 (object infotype)
OM Objects and infotypes are used when defining the organizational plan. From the user’s standpoint, the organizational plan is a display of the organizational structure that shows relationships between objects such as organizational units, positions and persons.
The most frequently used organizational objects are organizational units, position, job and person. The relationships between objects are represented in Infotype 1001. These infotypes form the organizational structure or hierarchy. The relation is defined in both the related objects.
PPCI (Personal Planning Infotype Copier) is used to develop OM infotypes. Suppose the client demands maximum loan limit to be defined for each and every position, then this is defined by creating a new OM infotype.
Use SE11 (ABAP Dictionary) to create a table. Create a few sample records in the table. It is a good idea to create the elementary search help ZLOAN in transaction SE11 with the selection method ZLOAN and the export parameter ZTTYP.