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Dokumentation

HR_PBS_01_WB_EZ_002 - Assign Model for Non-Recurring Payment of Grouping

In this IMG activity, you assign the model VERS_EZ for the non-recurring payment and the customer-specific Statement Wage Type and Manual Wage Type (instead of the model wage types) to your Grouping Spec/NrP (for example, VERS_EMPF_BUND_LAND).

Here, you use the validity period and the checkboxes for the months on the detail screen of the maintenance dialog to control the month in which the non-recurring payment is to be calculated and paid out.

The non-recurring payment for pension recipients is calculated within the pension calculation by calling the special and non-recurring payment assembly with the filter value VAEZ. This call is generally, but not exclusively, made for pension recipients in the federation.

In addition to extending the pension calculation, you can use Customizing for the special and non-recurring payment assembly, which is relevant for calculating a non-recurring payment in January 2009 in accordance with the requirements of the federation.

The section below contains a description of the model VERS_EZ, which is available as a model for calculating a non-recurring payment in January 2009 in accordance with the requirements of the federation. If necessary, you can adjust the calculation in the Implementation Guide under the menu path Payroll: Germany -> Industries -> Public Sector -> Special and Non-Recurring Payments.

As already mentioned, a special and non-recurring payment assembly is used to calculate a non-recurring payment and is therefore implemented using entitlement conditions, calculation modules, and reduction variants.

All of the modules required for this calculation are available in the function group HRPBSDEVAVG_EZ.

Entitlement conditions

• The system uses the entitlement condition VERS_ANSPR_VERS (Pension Recipient Entitled to Pension Payments) to check whether there is an entitlement to pension payments (the status of Employment infotype 0000 is active or inactive). The fact that the call already takes place within the pension calculation ensures that it concerns a pension recipient.

• The system can use the entitlement condition VERS_KEINE_MAN (No Manual Pension (Adjust Manual and Automatic)) to generally exclude a non-recurring payment in the case of a manual pension while the entitlement condition VERS_KEINE_MAN_01 (No Manual Pension (Adjust Manual Only)) excludes the calculation only for the manual pension with special calculation 01 (Man. Pension, No Adjustment). If special calculation 02 (Man. Pension, Auto. Adjustment) is applied to a manual pension, it is calculated in accordance with Section §72 paragraph 2 of the German Public Sector Pensions Act (BeamtVG).

You can choose between these two entitlement conditions when assigning a model to the entitlement conditions.

Calculation module

The calculation module VERS_EZ (Non-Recurring Payment Pension (Sample Federation)) determines the basic amount for the non-recurring payment. Here, you distinguish between a manual pension (only cases with special rule 02, see above) and an automatic pension. In the case of a manual pension, the non-recurring payment is determined in accordance with the type of pension in the table V_T5DPBS07 (Special and Non-Recurring Payments: Constants):

In this case, the payments are not reduced further (see below).

In the case of the automatic pension, the aforementioned table is also used to determine the basic amount for the non-recurring payment:

The following reduction variants are then used to reduce this amount accordingly.

Reduction variants

Separate reduction modules are used to consider the relevant pension percentage, the proportional percentages for surviving dependents, and numerator/denominator reductions. Two reduction variants are provided here, each of which can be assigned to the calculation module as an alternative:

The only difference between these two variants is the use of the numerator/denominator reduction in one variant, but not in another variant.

The following modules are available for the actual reduction (which can be called by the aforementioned variants):

The relevant pension percentage depends on the minimum pension:

If there is no minimum pension, the pension percentage used for the pension calculation is considered here.

In the case of a minimum service-independent pension, a proportional percentage of 60% is considered for widows. Otherwise, the relevant leading surviving dependent percentage is used.

If there is a numerator/denominator reduction, the non-recurring payment amount that has already been reduced using the previous modules is reduced accordingly. Essentially, the minimum pension for widows is not reduced. (If a reduction occurs in the pension calculation for widows, this amount is increased to the minimum pension again. Consequently, there is no reduction.)