Hierarchy
SAP_HRCCA (Software Component) Sub component SAP_HRCCA of SAP_HR⤷
PY-CA (Application Component) Canada⤷
P07C (Package) HR customizing: Canada
IMG Activity
| ID | OHAKOI005 | Influence Outflow/Inflow Processing at Employee Level |
| Transaction Code | S_PL0_09000166 | (empty) |
| Created on | 20020329 | |
| Customizing Attributes | OHAKOI001 | Payroll Canada - Outflow/Inflow Processing |
| Customizing Activity |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | OHAKOI005 |
Use
In addition to the methods, explained above, that you can use to influence outflow/inflow processing at the enterprise level, you can also influence outflow/inflow processing at the employee level. In fact, outflow/inflow processing instructions that you define for individual employees serve to overrule the instructions that you have defined at the enterprise level. Therefore, you can define general, enterprise-wide rules for outflow/inflow processing, yet also create exceptions to these rules for individual employees.
Requirements
In order to define employee-specific outflow/inflow processing, you are required to have created a record for the corresponding employee(s) in the Additional Tax Data infotype (0464).
Standard settings
As delivered, the standard system features no pre-configured instructions for outflow/inflow processing at the employee level.
Activities
Unlike outflow/inflow processing at the enterprise level, you cannot define outflow/inflow processing at the employee level in the Payroll Canada Implementation Guide. To define outflow/inflow processing for a particular employee, access that employee's Additional Tax Data infotype (0464) record, then assign one of the following four values to tax authority OUTF for that employee in the infotype record:
- Value: ' ' - Outcome: Regular outflow (as defined at the enterprise level)
- Value: A - Outcome: Positive and negative outflow
- Value: N - Outcome: No outflow
- Value: P - Outcome: Only positive outflow
Example
Example 1 - Allowing Negative Outflow in a Specific Time Period
If negative outflow is to be allowed during a specific period of time, then the exemption indicator of tax authority OUTF must be set to value A on the Tax authorities subscreen of the employee's Additional Tax Data infotype (0464) record. The last day of the pay period will be used to determine the value of tax authority OUTF.
In February, an employee's taxable cash payment is reduced by $200 for the month of December of the previous year. All T4s have already been filed. During retrocalculation, the configuration of outflow processing at the enterprise level causes the amount of -$200 to be accounted for in the previous year. An amended T4 would be required. However, if you do not want to process an amended T4 for the affected employee, you may set tax authority OUTF to exemption indicator A for the pay periods where the negative earnings occurred. The master data change will result in a retrocalculation, and the amount of -$200 will be accounted for in the current year. No amended T4 is required.
Example 2 - Allowing Only Positive Outflow in a Specific Time Period
If no negative outflow is to be allowed during a specific period of time, then the exemption indicator of tax authority OUTF must be set to value P on the Tax authorities subscreen of the employee's Additional Tax Data infotype (0464) record. The last day of the pay period will be used to determine the value of tax authority OUTF.
In February, an employee's advance payment is reduced by $200 for the month of December of the previous year. All T4s have already been filed. During retrocalculation, the configuration of outflow processing at the enterprise level causes the amount of -$200 to be accounted for in the current year. However, since the employee was terminated in January, you would like to account for the amount in the previous year instead - by amending the employee's T4. To this end, you may set tax authority OUTF to exemption indicator P for the pay periods where the negative earnings occurred. The master data change will result in a retrocalculation, and the amount of -$200 will be accounted for in the previous year. An amended T4 would be required.
Example 3 - Allowing No Outflow, Positive or Negative, in a Specific Time Period
If neither positive nor negative outflow is to be allowed during a specific period of time, then the exemption indicator of tax authority OUTF must be set to value N on the Tax authorities subscreen of the employee's Additional Tax Data infotype (0464) record. The last day of the pay period will be used to determine the value of tax authority OUTF.
In February, your HR department is notified of the termination of a specific employee. In fact, the employee had already been terminated as of the end of December of the previous year. Due to the termination, the employee is eligible for a special taxable cash payment that will be paid in the current year, but that you would like to assign to the previous year. The amount of the payment is $1,000. Enter the amount of $1,000 on the Additional Payments infotype (0015) and set tax authority OUTF to value N for the period of time that you do not wish to process a positive outflow. Running payroll will result in no outflow of the positive amount of $1,000. Instead, the amount will be accounted for in the previous year. In case a T4 was already filed for the specific employee, an amended T4 would be required.
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 1 | Critical |
| Country-Dependency | I | Valid for countries specified |
Maintenance Objects
| Maintenance object type |
History
| Last changed by/on | SAP | 20020402 |
| SAP Release Created in | 470 |
