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OHAAOESV121 - Extended Pension Contribution Calculation

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In social insurance for the public sector Austria, there are contribution types such as pension security contribution AL PV or SZ PV, for which an additional contribution (surcharge) is levied if a limit is exceeded.

In this IMG activity, you make all the relevant settings for enhanced pension insurance by defining employee groups for which the additional contributions are to be calculated in a uniform way, and make the assignment between the defined person groups and the individual percentages.

• You are using the calculation of social insurance for the public sector Austria.

• In view T5APBS08 (Maximum and Minimum Contribution Bases) a maximum contribution basis must not be entered for the contribution types for which you want to calculate an additional contribution.

• One of the following criteria must be met for all employees for which enhanced contribution calculation is to be carried out as defined:

• Infotype Date Specifications (0041) contains an entry with date type PE of field Employee Groupin infotype Actions(0000) contains value 2.
  Note that creating a date type PE affects the payroll result.

• In the event of a correction in the past, mandatory retroactive accounting must be carried out up to the change date. The manual setting of this retroactive accounting date is necessary because a change to infotype 0041 does not automatically result in retroactive accounting.

• You must have activated customer exit BTRin IMG activity Maintain Customer Exits.

In the SAP standard system for the public sector Austria, enhanced pension calculation is deactivated.

Feature AVMOD, in which the assignment of person groups is defined, is configured as follows:

Person group (SI Modif) P1 is assigned to the personnel number with SI group 2, SI body 01 and technical contribution group BVA or PENS.

The Customizing entries of view T5APBS14 (SI Public Sector: SI Modifier - Assign Percentages) are sample entries for the contributions valid according to the state law for Upper Austria.

1. Choose Assign Group of SI Contribution Payers.
   Check the settings for feature AVMOD and if necessary adjust the decision tree to meet your business requirements.
2. Choose SI Modifier - Assign Percentages.
   Check the existing entries in the view and change or add to these if required.

Note

If these work steps are insufficient to meet your requirements for enhanced pension calculation, you can adjust the sample delivery in example 3 of the customer exit in activity Maintain Customer Exits without the need for modification.

According to the Upper Austria state law, the following pension types exist:

• A (old pensioners)
  For old pensioners, the pension date is before Jan. 1, 2003 or the 60th birthday is before Jan. 1, 2003.
  The surcharge is calculated with the percentage stored in view T5APBS14 (SV Public Sector: SI Modifier - Assign Percentages) for the payroll date.

• B (new pensioners (60 years old)
  For new pensioners (60 years old) the pension date is after Jan. 1, 2003 and after the 60th birthday. For these new pensioners, no surcharge is due. The percentage stored in view T5APBS14 for the date of birth (key date) determines the percentage that overrides the percentage read from view T5APBS09 (Variable Percentages).

• C (new pensioners (not 60 years old))
  For new pensioners (not 60 years old), the pension date is after Jan. 1, 2003 and before the 60th birthday. A surcharge is not due for these new pensioners. The percentage stored in view T5APBS14 for the pension date (key date) determines the percentage that overrides the percentage read in view T5APBS09.

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