Payroll is one of the most important functions of any human resources department. When employee payroll data is...
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processed and recorded efficiently, it helps the entire organization run more smoothly. In this SAP Press book chapter excerpt, learn how to complete standard functions in SAP ERP HCM payroll administration, including customizing pay stubs, performing adjustments, and updating payroll schemas and PCRs.
Tip 27: Inserting Custom Messages in Employee Pay Stubs
You can create custom messages for employees and print the messages on their pay stubs.
If you are running the in-house payroll software in SAP ERP HCM, you can send custom messages to a specific group of employees via their payroll stubs. For example, you could explain certain payments and deductions, changes in payroll contact information, service anniversaries, birthday wishes, and even upcoming events. You can do so by using Infotype 0128 — Notification — during a specific payroll period. Every employee selected to receive a pay stub will receive the message on their pay stub for the pay periods selected.
You can define additional information in Infotype 0128 that should be printed on your employee’s salary/remuneration statement. For example, you can print messages from management or birthday greetings.
Infotype 0128 has the following two subtypes in the standard system:
- Subtype 1: General notifications
You can assign a text module to a personnel number using this subtype. You should have created the text module previously using the function Tools • SAPscript • Standard text. You cannot edit the text module directly in Infotype 0128.
To define additional information, simply go to the following menu path and enter the required data in the Text Name and Language fields. In the Text ID field, enter HR_G and choose Create.
Tools • Form Printout • SAP Script • Standard Text
Next, choose Goto • Header, and specify a short title for the new text module. You should use a short title for all of the text modules you use. You can get a better overview within Infotype 0128, because the short title, not the text name, is displayed in the list screen or overview screen for the infotype. If you make a change to text module it will affect all of the personnel numbers that the text is assigned to in Infotype 0128.
- Subtype 2: Personal notifications
Using this subtype, you can edit an individual text module for the personnel number in question. You can only edit and display this text in the infotype. You can edit personal notifications in Infotype 0128. Using Transaction PA30, you need to create a record for the infotype. Enter the employee’s personnel number, select 0128 in the Infotype field and 2 in the Subtype field for a Personal Notification, and then choose Create. You can enter a short title for the personal notification. At the bottom of the window, you can enter the Personal Notification. If this area is too small, you can access the SAPscript editor via Maintain Notification. You can now edit the text again and Save when you are done.
Using this subtype, you can edit an individual text module for the personnel. A payroll or HR administrator can create the text for the message directly in the SAP ERP HCM production environment. To display the messages, the pay stub’s baseline configuration must be done in the development environment, and then moved to production before you can create the messages. You can create general text using Transaction S010, and then assign the message to multiple employees. You can access Transaction S010 via the following menu path:
Tools • Form Printout • SAP Script • Standard Text
Select the appropriate Language and Text ID. You need to use Text ID ST (Standard text), as shown in Figure 1. Enter the message Text Name on the main screen; for example, a Happy New Year holiday message. Then click on the Create icon.
The screen that appears, as shown in Figure 1, lets you type in the message you want your employees to see on their pay stubs. Click on Save. Now you can assign the message to a group of employees using the Fast Entry screen via Transaction PA70, as shown in Figure 2.
Figure 1 Standard Text — Request
Figure 2 Fast Entry
Select Infotype 0128 and then click the Enter in fast entry screen button. Now you can create records for Infotype 0128 for multiple employees with your message. When the payroll is run for the period that has the date or date range in Infotype 0128 record, the chosen messages will appear on the pay stubs. The messages will not be included in payroll runs after the period on Infotype 0128. You can also enter Infotype 0128 via Transaction PA30. As shown in Figure 3, enter the short text title and the text message, and save the record.
Figure 3 Assign a Personal Message
You can assign the Infotype 0128 subtype General Notifications or Personal Notifications to your payroll stub, as shown in Figure 4, and transport it to production after testing.
Figure 4 Display Group Layout of Group 01
Tip 28: Performing Special and Year-End Adjustments for Payroll
You can manage special and year-end adjustments using Infotype 0221 — Payroll Results Adjustments.
It’s not uncommon for businesses to write checks outside of the SAP Payroll system. For example, you may need to provide a terminated employee their last check, or provide an employee with relocation expenses. You can use Infotype 0221 — Payroll Results Adjustments — to perform adjustments that cannot be achieved by regular master data maintenance, such as the following scenarios:
- Entering manual checks in SAP, written outside of SAP ERP HCM
- Creating payroll results where the taxed-when-earned method is applied
- Performing year-end adjustments via the year-end adjustments workbench
The data from checks written outside of SAP ERP HCM must be entered into the system to ensure correct year-to-date (YTD) calculations, consistency in reconciliation, and employee W2s that accurately reflect their taxable income.
To carry out special adjustments, you can enter the wage types as an amount in Infotype 0221, and tax wage types to the appropriate tax authorities. You can specify up to 20 wage types per Infotype 0221 record with certain restrictions. By default, Infotype 0221 amounts are assigned to the employee’s tax company and tax authorities for the defined adjustment date entered on the infotype. The system, however, allows you to perform a tax company override or you can assign all wage types to a different work tax area, residence tax area, or unemployment tax authority.
You can also assign the wage type amounts of Infotype 0221 to different cost object, such as a business area or cost center. In payroll, wage types entered in Infotype 0221 are assigned to the home cost center defined in the Infotype 0001 — Organizational Assignment. If you choose to assign a different cost object, all wage type amounts will be assigned to this cost object.
Changes to the last payroll result of a previous year are processed by means of year-end adjustments. You can access the year-end adjustments workbench using Transaction PA30 or via the following menu path: Payroll • USA • Subsequent Activities • Period Independent • Payroll Supplement (Special Retro Processing)
This workbench facilitates the process of creating year-end adjustments and enables users to distinguish between the two available kinds of year-end adjustments: Subtype YAWA (with tax calculation) and Subtype YANA (without tax calculation).
There is no restriction on the net amount of subtype YANA adjustments, and these adjustments can be positive or negative. Subtype YANA adjustments will cause a new final payroll result to be created for the prior year.
A significant advantage of the year-end adjustment process under subtype YANA is that adjustments and master data changes won’t affect the year-end adjustment process, and vice versa. This functionality enables an extended period to check and reconcile year-end adjustment data. Furthermore, the year-end adjustment payroll run will only contain data for the corresponding year-end adjustment.
When processing for YANA is complete, the system creates a special payroll result that contains all adjustment data in results table RT for the affected payroll period. This result will also update YTD amounts in tables CRT and TCRT.
Because year-end adjustments entered on subtype YANA in Infotype 0221 are not considered by regular payroll runs, you may enter and reconcile data for year-end adjustments over an extended period of time, before you ultimately perform the payroll run for the adjustment. The year-end adjustment payroll run will only contain amounts that were created in Infotype 0221, as shown in Figure 1.
Figure 1 Create Payroll Results Adjustments
Tip 29: Updating Payroll Schemas and PCRs with Line Editor Commands
You can maintain complex payroll schemas and Personal Calculation Rules (PCRs) easily and efficiently by using line commands and functions.
Most administrators are not frequent users of payroll schemas, but do have to maintain them from time to time. Schema maintenance is a complex process, and it can be quite cumbersome to update them without knowing line commands and functions.
Line commands allow you to move, delete, copy, and insert a line. You can use the following most common line editor commands to maintain schemas:
- D: Deletes a line
- I: Inserts a line
- M: Moves a line
- C: Copies a line
- DD: Indicates the start of a block to be deleted
- DD: Indicates the end of a block to be copied
- CC: Indicates the start of a block to be copied
- CC: Indicates the end of a block to be copied
- MM: Indicates the start of a block to be moved
- MM: Indicates the end of a block to be moved
Once you choose a block to be moved or copied, you need to specify where the block should move to within the schema. You do this using either of the following line commands:
- A: Places the block after the chosen line
- B: Places the block before the chosen line
The following are commonly used functions used to maintain schemas:
- Copy: Calls a schema placed in PAR1
- Block: Defines the start and end of a nested node
- PRT: Processes the Results Table
- PIT: Processes the Input Table
- IF/ELSE: Processes the schema if the condition is fulfilled
- ACTIO: Calls a PCR
To maintain your SAP ERP HCM payroll schemas and PCRs using line commands, use the following menu path:
Human Resources • Payroll• Americas • USA • Tools • Customizing Tools • Pe01 Schema
Select the schema you want to update, as shown in Figure 1, and apply the line commands and functions for maintaining the schema. To access the schema, double-click on a subschema to take you to the maintenance screen for that schema.
Personnel Calculation Schemas — Initial Screen
Double-click on any of the rules, you will be brought to the rule editor. By looking at the parameters, you can differentiate between a subschema and a PCR. You can call a subschema by using the Copy command. You can use the line commands listed previously to move, insert, delete, or copy a line. For letter commands, type the letter(s) and press (Enter). For example, if you wish to delete a line, type the line command D and press (Enter).