Setting Up Payroll Infotypes

Objective

After completing this lesson, you will be able to set up a payroll infotype (PIT) to report on payroll cluster information

Payroll Infotypes

Most Human Resources data is stored in infotypes. You can report on this data by using standard reporting procedures such as Ad Hoc Query or SAP Query. Payroll results are stored in cluster tables. You can only report on payroll results by using either specific standard reports or reports that you have programmed using the ABAP Editor or transaction code SE38.

Payroll Results – Reporting

To evaluate payroll results in the same way as other HR data, you can set up payroll infotypes in the following ways:

  • Use preconfigured payroll infotypes
  • Define your own payroll infotypes

Structure of Payroll Infotypes

The basic principle of PIT involves defining an infotype whose specific fields correspond to the results of one or more wage types in the payroll.

To enable the results of (technical) wage types to be aggregated, evaluation wage types (EWTs) are defined in an intermediate step. EWTs are used to define the payroll infotypes.

For example, you can use EWTs to define PITs as shown in the following table:

Payroll Infotypes

Wage TypeEWTPIT
/101 (Gross/Employee)Gross/ER-EWTGross/ER-PIT
/262 (Gross/Social Contribution/ER)Gross/ER-EWT-

Technical wage types/101 and /262 are both written to EWT Gross/ER-EWT. In this case, the payroll infotype Gross/ER-PIT only contains this evaluation wage type.

Like all other infotypes in Personnel Administration, PITs have three substructures (key fields/PAKEY, administrative fields/PSHD1, and infotype-specific fields/PSnnnn). The infotype-specific fields are contained in substructure PSnnnn.

In the case of payroll infotypes, PSnnnn contains additional, payroll-specific fields (such as sequence number and MOLGA) that are created automatically when a PIT is created.

The infotype-specific fields of a PIT are contained in include CI_Pnnnn. These fields correspond to the EWTs defined in Customizing.

The structure of infotypes that are preconfigured for the USA (such as 0446) also contains the following key fields:

  • TXCMP (tax interface)
  • TAXAU (tax authorities)

Cumulated Payroll Infotypes

Depending on the reports that you require, you can cumulate payroll results and then import them into payroll infotypes. In this case, you must define cumulated payroll infotypes.

When defining cumulated payroll infotypes, you can determine which amounts are included in the PIT and the number of infotype records that are created (in relation to the payroll period).

You can create PIT data records without cumulation. In this example, each record contains the total paid for the corresponding payroll period.

An example of PIT data records without cumulation is as follows:

Record 1 for period 012004: 3000 EUR

Record 2 for period 022004: 3200 EUR

An example of cumulated PIT data records is as follows:

Record 1 for quarter 012004: 3000 Euro (on 01/31/04)

Record 1 for quarter 012004: 6200 Euro (on 02/28/04)

Record 1 for quarter 012004: 9200 Euro (as of 03/31/04)

Record 2 for quarter 012004: 12200 Euro (on 01/31/04)

Record 2 for quarter 012004: 15200 Euro (as of 02/28/04)

In cumulated PIT data records, each record always contains the cumulated payroll values.

When cumulated PITs are set up, you no longer need to define the assignment to EWTs. This assignment is taken from PITs that are not cumulated.

PIT Creation

PITs are created in Customizing for HR Information Systems.

To create a PIT, in Customizing, choose Personnel Management → Human Resources Information System → Payroll Results.

To work with preconfigured payroll infotypes, you need to perform some of the following Customizing activities:

  • Define EWTs
  • Assign wage types
  • Set up payroll infotypes
  • Set up assignment to payroll

Definition – EWTs

An EWT consists of one or more wage types and is used to define PITs. An EWT can include amounts or numbers and is created based on a wage type used in payroll processing.

This step enables you to define EWTs. The definition of EWTs is country-specific; it is defined by the MOLGA.

Wage Types – Assignment

This step enables you to determine the (technical) wage types entered in an EWT. The technical wage types are obtained from the payroll results.

Payroll Infotypes – Set Up

This step enables you to define the PIT by assigning EWTs to it. You then generate the PIT and the appropriate screens and tables are generated.

Hint

You can only use entries from the customer namespace (9nnn) as infotype numbers.

Set Up Payroll Assignment

This step enables you to set the generated PIT to active by selecting theGenerate field on the Change View Payroll Infotypes: Overview table. Once the PIT has been set to active, you can test it to ensure that it functions correctly.

Perform the following steps to test the PIT:

  1. Transfer payroll results manually from payroll cluster tables to the PIT (RPABRI00).
  2. Display the contents of the corresponding database tables (PA9*) by using SE16 and compare the content with the values in the relevant payroll clusters (for example, with RPCLSTRD for Germany).
  3. Display the values in the PIT fields using the HR master data of the corresponding persons.

To ensure that the PIT is filled with data automatically, enter the PIT in the Set up Assignment to Payroll Customizing activity.

Set Up a Payroll Infotype

ExerciseStart Exercise

Business Example

As part of your job, you need to report on payroll results available in the payroll clusters. You need to define and fill a PIT so as to be able to access payroll results and report on those results  using Ad Hoc Query and SAP Query.

Create a PIT 96## for the HCM Location 01 Germany. The PIT must include the two EWTs indicated in the table.

After you have created your new payroll infotype 96##, fill the infotype using report RPABRI00 for the personnel area CABB (Caliber a Bicycle Company), and the period Calendar year 2024.

Steps

  1. Define EWT and enter the following parameters and names:

    Eval.WTCum.TypeAmount or NumberLong Text
    Z1##-AmountGr##: Gross
    Z2##-AmountGr##: SI Expenses

    1. In Customizing, choose Personnel Management → Human Resources Information System → Payroll Results.

    2. Access the Define Evaluation Wage Types Customizing activity. In the System Information dialog box, choose Continue.

    3. In the Determine Work Area: Entry dialog box, enter HCM Location 01 and choose Continue.

    4. Choose New Entries.

    5. Make the following entries and selections in the fields for each EWT:

      Eval.WTCum.TypeAmount or NumberLong Text
      Z1##-AmountGr##: Gross
      Z2##-AmountGr##: SI Expenses

    6. Save your entries. If a workbench request prompt is displayed, enter any existing request, or create one. To create a customizing request, in the Prompt for Workbench Request dialog box, choose Create and in the Short Description field, enter GR## and save your entry. In the Prompt for Workbench Request dialog box, choose Continue.

  2. Assign the following wage types to these EWTs (HCM Location 01):

    EntryValue
    Z1##/101 Total Gross Amount
    Z2##/262 Employer SI Expenses

    1. Access the Assign Wage Types Customizing activity.

    2. In the Determine Work Area: Entry dialog box, enter 01 and choose Continue.

    3. Choose New Entries.

    4. To assign EWT Z1##, enter the following values:

      FieldValue
      Eval.WTZ1## (use the input help function)
      CumulationNo entry
      W Type/101
      EWT textEntry is made automatically

    5. To assign EWT Z2##, enter the following values:

      EntriesValue
      Eval.WTZ2##(use the input help function)
      CumulationNo entry
      W Type/262
      EWT textEntry is made automatically

    6. Save your entries. If a workbench request prompt is displayed, enter any existing request, or create one. To create a customizing request, in the Prompt for Workbench Request dialog box, choose Create and in the Short Description field, enter GR## and save your entry. In the Prompt for Workbench Request dialog box, choose Continue.

  3. Assign these EWT to infotype 96## and generate the PIT. Remember to activate it.

    1. Access the Set up Payroll Infotypes Customizing activity. In theInformation dialog box, choose Continue.

    2. In the Change View Payroll Infotypes: Overview table, choose New Entries and make the following entries:

      EntryValue
      IT Type96##
      Inftyp. TypeNo entry
      CumulationNo entry
      Infotype Text## Payroll Results
      GeneratedEntry is made automatically
      ActiveNo entry 
      InfotypeNo entry

    3. Choose the Save pushbutton and then select your payroll infotype96##.

    4. In the dialog structure, double-click the Assign Evaluation Wage Types view. Confirm the country grouping 99 Other Countries and infotype 96##.

    5. Choose New Entries and make the following entries:

      EntryValue
      IT96## (use the input help function)
      Eval.WTZ1## (use the input help function)
      EWT textEntry is made automatically

    6. Repeat this step for EWT Z2##.

    7. Choose Save and Generate payroll infotype. In the Create 96## infotype, dialog box choose Yes. In the Create Object Directory Entry dialog box, choose Local Object. Select Continue. Select Continue again in the Informational message

    8. Go back to the Change View Payroll Infotypes: Overview screen, choose your 96## infotype and select Active.

    9. Save your entries.

  4. To fill the infotype you just created with payroll results, start report RPABRI00 for the personnel area CABB (Caliber A Bicycle Company), the period Calendar year 2024, and payroll infotype 96##.

    Check a record of a person to ensure that the PIT was filled with correct results.

    1. Access the ABAP Editor. To do so, choose System → Services → Reporting. Enter RPABRI00 in theProgram field and choose Execute. In the Fill Payroll Infotypes screen, enter the following entries:

      EntryValue
      Other periodEnter the begin and end dates for the calendar year 2024.
      Personnel area1000
      Infotype96##

      Hint

      If the filled Personnel Area is not displayed on the report selection screen, choose Further selections and choose Personnel Area in the Selection Options column. Move this selection to the Selection Fields column using Select. Choose Continue.

      Choose Execute.

    2. Choose Execute.

    3. To test the infotype, open the HR master data maintenance transaction in one session and display the records of infotype 96## for personnel number 4000001.

      In the second session, choose System → Services → Reporting to start the report to display payroll results (H99_DISPLAY_PAYRESULT). Enter the relevant personnel number and display payroll results for the period concerned. Check the amounts from table RT.

Learning

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