Creating Personnel Calculation Rules

Objective

After completing this lesson, you will be able to create a customer-specific personnel calculation rule

Adjustment Rules

Images showing a hospital patient with an IV line, wearing a gown, and sitting on a bed thinks about sales discussions. A person in the HR department, wearing headphones, contemplates payroll remuneration and average values.

If an employee is sick or is on leave, certain remuneration elements such as commission, bonuses for piecework, and overtime are reduced for that employee. As a result, the employer often pays the average values of variable remuneration.

You can also use the average calculation procedure in HR Payroll for different purposes. For example, you can calculate average values for fixed payments.

Time Wage Type Valuation

Flowchart showing the processing of data from the input table to the output table. Specifies valuation basis, and depending on the response (yes or no), follows different paths for valuation.

In personnel calculation rule X015, the system checks if the internal table Input Table (IT) contains time wage types that have not yet been valuated. To do so, the system checks the contents of the value fields AMT (amount), NUM (number), and RTE (rate).

This results in one of the following situations:

If the RTE or AMT field contains an amount, the wage type is transferred to the internal table Output Table (OT).
If the AMT field is empty, the NUM field contains a number, and the RTE field contains a rate, then the NUM field is multiplied by the RTE field. The result is stored in the AMT field, and the wage type is transferred to table OT.
If only the NUM field contains an entry because only a number (for example, hours) was entered, and if the AMT and the RTE fields are both empty, the system queries whether a valuation basis has been specified for the wage type. If this is the case, the wage type is valuated using the specified valuation basis.
If no valuation basis is specified, valuation takes place according to the principle of averages if an average valuation is assigned to the wage type. If this is not the case, the wage type is not valuated using a monetary value.

Create a Customer-Specific Personnel Calculation Rule

Business Example

Your company is implementing HR Payroll. As a member of the project team, you need to adjust payroll to meet your company’s requirements. While adjusting the payroll, you need to use the personnel calculation rules to edit wage types in diverse payroll tables. To access these rules, you must adjust the schema accordingly. Use personnel calculation rules to edit wage types in diverse payroll tables. To access these rules, you must adjust the schema accordingly.

ExerciseStart Exercise

Task 1:

Steps

Make a copy of the personnel calculation rule XMOD and rename your copy as ZM## (## is your group number).
1. On the SAP Easy Access screen, choose Human Resources → Payroll → International → Tools → Customizing Tools → Calculation Rule .
2. Select Copy, enter the following data and choose Enter.
  Field Value
  From rule XMOD
  To rule ZM##
  Note
  Later in the exercises, you will modify your rule ZM##.

Field	Value
From rule	XMOD
To rule	ZM##

Task 2:

Steps

In your subschema ZT##, go to the function MOD and change Par1 (parameter 1) so that your personnel calculation rule ZM## is accessed.
1. To change the subschema ZT##, on the SAP Easy Access screen, choose Human Resources → Payroll → International → Tools → Customizing Tools → PE01 - Schema.
2. Enter your schema ZT##.
3. Select Change.
4. Use the Find icon to locate the function MOD on the line MOD XMOD GEN.
5. Enter r for repeat in the column Line (Line number) of the line MOD XMOD GEN and press Enter. This creates a copy of the line.
6. Deactivate one of the lines MOD XMOD GEN by placing an * in the D column. Press Enter.
7. On the line that has not been deactivated, in the column Par1 change Rule XMOD to ZM## so that your version of the rule is now active. Press Enter.
8. Check syntax by using the Check (F6) button and then save the changes.

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