Hierarchy
SAP_HRCDE (Software Component) Sub component SAP_HRCDE of SAP_HR⤷
PA-PF-DE (Application Component) Company Pension Scheme Germany⤷
P01A (Package) HR Germany: Retirement Pension Plan
IMG Activity
| ID | OHADBAV705 | Process Control for Pension Calculation |
| Transaction Code | S_PH9_46000820 | (empty) |
| Created on | 19990805 | |
| Customizing Attributes | OHADBAV100 | CPS Attribute |
| Customizing Activity | OHADBAV705 | Process Control for Pension Calculation |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | OHADBAV705 |
In this step, you define the basic parameters for the control of the pension calculation process. You define processing types, processing subtypes, and the reaction of the pension calculation program to the results of the checks.
1.) Processing types
In this step, you define the processing types for the calculation of the pension with report RPCWVSD0 (Start Calculation of Pension Using Processing Type).
You use the processing type to define the report selection screen the selection conditions.
Processing status:
A processing status is assigned to each processing type. The processing status describes the cause or reason for the pension calculation:
- 1: Pension calculation
- 2: VP calculation
- 3: Cyclical pension rights
- 4: Balance calculation
Each run of the pension calculation program (RPCWVSD0) is stored in the CPS database along with the processing status.
You can define the sequence of processing statuses in the step Permissibility of Actions in Pension Calculation.
Trigger date:
Pensions or entitlements must be valuated for a key date. This key date is the trigger date.
For each processing type, you can specify how the trigger date is determined, either:
- Entered on the report selection screen
- Using the execution date of report RPCWVSD0 (Pension Calculation)
- Using a function module
If the trigger date is determined using a function module, a personnel action is required (Actions infotype). This action is used as the trigger for the pension calculation. Typical examples are the Leaving and Retirement actions. The standard system includes function modules for both of these actions and these modules return the execution date of the action to report RPCWVSD0. This date is then the trigger date.
Personnel number selection:
Report RPCWVSD0 can be started for an individual personnel number or for a number of personnel numbers, depending on the processing type.
Run options:
Depending on which processing type is used, you can specify whether a test run or a live run with database changes is executed.
Selection:
Depending on which processing type is used, you can specify whether you enter entitlements, benefit types, or balances in the report selection screen.
Example
You want to set up your own processing type called Retirement Pension. The trigger date for the pension calculation will be the retirement start date for the employee. The pension calculation report should be able to process both individual and multiple personnel numbers (from - to).
In this case, you first create the new processing type Retirement Pension.
- In the detail screen of the processing type, choose Using function in the Trigger date group, and enter the SAP function module D1 (Determine Pension Date). This means that the pension will be calculated using the date of the Retirement action for the employee.
- In the Personnel number selection group, choose Several pers. numbers This means that several personnel numbers can be selected for the Retirement processing type.
Requirements
Standard settings
The standard system already contains processing types for the common procedures.
Recommendation
Activities
- Check that the existing processing types are sufficient for the calculation of pensions in your company.
- If necessary, modify the standard processing types to suit your requirements.
- If necessary, create further processing types. To do this, copy an existing processing type and modify it accordingly.
2.) Processing subtypes
In this step, you create processing subtypes for the processing types. The processing subtype is a specification of the processing type. There can be several processing subtypes for each processing type.
While the processing type controls the basic procedures in the pension calculation with report RPCWVSD0, the processing subtype controls which additional checks are performed.
Checks:
- Age limit:
Minimum ages and early minimum ages for men and women are stored for each entitlement. You can determine which are used for age limit checks. - Waiting period:
A waiting period check is performed for the entitlements selected during the pension calculation process. - Vesting:
A vesting check is performed for the entitlements selected in the pension calculation process.
Example
The Individual Pension processing type is assigned the processing subtypes Retirement Pension, Early Retirement Pension, and Invalidity Pension. The general procedure is defined by the processing type and is the same for all three subtypes.
The difference is in the age limit check. The age limit is not checked for an invalidity pension, however, for a retirement pension, the employee must be at least 65 years old. For an early pension, the employee must be at least 60 years old.
Requirements
You have maintained all processing types accordingly.
You have set up the corresponding checks in the Qualification Checks section.
Standard settings
Recommendation
Activities
- Consider which processing subtypes you require for your processing types.
You always need several subtypes for one type if different qualification checks must be performed for each subtype. - If necessary, create new processing subtypes.
- Select the checks to be performed.
Further notes
Note the special features for surviving dependants' pensions. The testator data (basic pension data) must be taken into account when the pension is calculated (report RPCWVSD0). This means that the Testator data indicator in the Data origin group must be active for a surviving dependant's pension.
3.) Control reaction to results
In the previous step, you defined qualification checks per processing subtype. These qualification checks are performed when the pension is calculated using report RPCWVSD0.
In this step, you define which additional processing steps are carried out when the result of the qualification check has been generated.
Example
You have specified that a waiting period check should be performed for the Individual Pension processing type with the Early Retirement processing subtype.
If the check is successful, the employee should receive a pension payment, minus the deductions that you specified when the entitlement was defined.
Requirements
You have specified which qualification checks are carried out for the processing subtypes.
Standard settings
The possible results of the checks are defined in the standard system.
Recommendation
Activities
- Decide which additional processing steps you want to perform for each processing type and subtype.
- Choose the result of the qualification check on which the additional processing steps are based.
- Define the additional processing steps.
Further notes
Business Attributes
| ASAP Roadmap ID | 203 | Establish Master Data |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | I | Valid for countries specified |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | OHADBAV705 | 0 | HLA0100987 | Company Pension Scheme Germany |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| VC_5DW5_A | C - View cluster | SM34 | 0000000001 |
History
| Last changed by/on | SAP | 19990805 |
| SAP Release Created in |
