Satish Badgi
Practical SAP US Payroll
Learn about US Payroll in a practical and real-world manner. Gain technical and in-depth information to make US Payroll work for you
Satish Badgi
Practical SAP US Payroll
Learn about US Payroll in a practical and real-world manner. Gain technical and in-depth information to make US Payroll work for you
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This book starts where SAP’s official documentation and training classes end. Addressing issues not covered elsewhere, Practical US Payroll provides the technical and in-depth content that those charged with US Payroll responsibilities need. Since it’s important to understand the uniqueness of US Payroll, you’ll first learn how to configure the payroll business process. Once the system is configured, you’ll learn about schemas and rules, as well as about important tax issues before going on to more advanced topics, such as overpayments. Examples covered in this book include Payroll Schemas and…mehr
This book starts where SAP’s official documentation and training classes end. Addressing issues not covered elsewhere, Practical US Payroll provides the technical and in-depth content that those charged with US Payroll responsibilities need. Since it’s important to understand the uniqueness of US Payroll, you’ll first learn how to configure the payroll business process. Once the system is configured, you’ll learn about schemas and rules, as well as about important tax issues before going on to more advanced topics, such as overpayments. Examples covered in this book include Payroll Schemas and Rules, Wage Type Catalog, Tax Processing, and Garnishments.
Highlights include:
- US Payroll Info Types
- Schemas and Rules
- Wage Types Specific to the US
- Benefits Integration
- Garnishments
- Overpayments
-• Claim Handling
- Accruals
Feature:
Solves difficult US Payroll-related problems
Learn about advanced topics such as overpayments, accruals, payroll interface, garnishments, and more
A practical real-world guide to SAP US Payroll
Highlights include:
- US Payroll Info Types
- Schemas and Rules
- Wage Types Specific to the US
- Benefits Integration
- Garnishments
- Overpayments
-• Claim Handling
- Accruals
Feature:
Solves difficult US Payroll-related problems
Learn about advanced topics such as overpayments, accruals, payroll interface, garnishments, and more
A practical real-world guide to SAP US Payroll
Produktdetails
- Produktdetails
- Verlag: Galileo Press
- Englisch
- ISBN-13: 9781592291328
- ISBN-10: 1592291325
- Artikelnr.: 22702832
- Herstellerkennzeichnung Die Herstellerinformationen sind derzeit nicht verfügbar.
- Verlag: Galileo Press
- Englisch
- ISBN-13: 9781592291328
- ISBN-10: 1592291325
- Artikelnr.: 22702832
- Herstellerkennzeichnung Die Herstellerinformationen sind derzeit nicht verfügbar.
Satish Badgi has been involved in the US payroll market for over 10 years. His implementations of SAP HR/Payroll cover many industries, such as manufacturing, public sector, utilities, and finance. In addition, he has conducted training courses for customers in the HR and Payroll area, and is a regular presenter at ASUG conferences and events. Satish also writes for HRExpert newsletter and the SAPTips community.
1 Objectives and Purpose 19
1.1 What Makes US Payroll Unique 20
1.1.1 Functional Uniqueness 20
1.1.2 Technical Uniqueness 23
1.2 The US Payroll Process 24
1.3 Components of SAP US Payroll 26
1.4 Summary 27
2 US Payroll Infotypes: Master Data and Transaction Data 29
2.1 Master Data: Conceptual Clarity 29
2.2 Retroactive Accounting 30
2.3 Employee Master Data for US Payroll 32
2.3.1 Infotype 0008: Basic Pay 35
2.3.2 Infotype 0009: Bank Details 36
2.3.3 Infotype 2010: Employee Remuneration 37
2.3.4 Infotype 0207: Residence Tax 38
2.3.5 Infotype 0208: Work Tax 38
2.3.6 Infotype 0167: Health Plans 39
2.3.7 Infotype 0057: Membership Fees 39
2.4 Employee Transaction Data: US Payroll 40
2.4.1 Infotype 0014: Earnings/Deductions Transaction Data 44
2.4.2 Infotype 0169: Savings Plans 44
2.4.3 Infotype 0015: Additional Payments and Deductions 45
2.4.4 Infotype 0267: Bonus and Off Cycle 45
2.4.5 Infotype 0011: External Bank Transfer 46
2.4.6 Infotype 0210: Changes to W-4 Data 47
2.5 Pre-Payroll Data Verification 47
2.6 Summary 50
3 Wage Types 51
3.1 Overview of a US Paystub and the Concept of Wage Types 51
3.2 Lifecycle of a Wage Type and US Wage Type Catalog 54
3.2.1 Wage Type Categories 58
3.2.2 Three Elements of a Wage Type 59
3.2.3 Wage Type Catalog 61
3.3 Step-by-Step Configuration of a Wage Type 63
3.3.1 Earnings 64
3.3.2 Deductions 72
3.3.3 Taxes 78
3.3.4 Net Pay 82
3.4 Testing Wage Types 84
3.5 Advanced Topics on Wage Types 88
3.5.1 Handling Cumulations 88
3.5.2 Setting Up Payment Models 90
3.5.3 Priority and Arrears 91
3.5.4 Posting of Wage Types 96
3.6 Summary 98
4 Schemas and Rules 99
4.1 Examining the US Payroll Driver (RPCALCU0) 99
4.2 Working with US Schema U000 101
4.2.1 Schema 104
4.2.2 Subschemas 104
4.2.3 US Subschemas 106
4.3 Why, When, and How to Change the US Schema 119
4.3.1 Copy and Modify U000 using the Schema Editor 120
4.3.2 Running an Error-Free Schema 121
4.4 Overview of the US Public Sector Schema functionality 126
4.4.1 NRA: Non-Resident Alien Processing 126
4.4.2 Savings Bonds Processing 127
4.4.3 Public Sector Savings Plans: 403(B), 457(B) 127
4.4.4 Employer Benefits and Tax Allocation Rules 128
4.5 Writing Rules in US Payroll 128
4.5.1 The Rules Editor 129
4.5.2 Creating a Simple Rule 131
4.5.3 Creating Complex Rules 135
4.5.4 Running Error-Free Rules 140
4.6 Summary 143
5 Benefits Integration 145
5.1 Integration of US Benefits with US Payroll 145
5.1.1 Processing 147
5.1.2 Output 147
5.2 Health Plan Integration 148
5.2.1 Health Plans 149
5.3 Savings Plan Integration 153
5.3.1 Savings Plans 153
5.4 Insurance Plan Integration 160
5.5 Flexible Spending Account Integration 164
5.6 Sending Data and Remittance to Benefit Providers 167
5.6.1 Health Plans 167
5.6.2 Insurance Plans 167
5.6.3 Savings Plans 168
5.6.4 Sending Remittance 168
5.6.5 Sending Data 169
5.7 Summary 169
6 Garnishments 171
6.1 Configuring Garnishments 172
6.1.1 Garnishment Infotypes 172
6.2 Disposable Net Income 176
6.2.1 Definition of Disposable Net Income 176
6.2.2 Example 178
6.3 Managing Wage Types for Garnishments 180
6.3.1 Garnishment Deduction Wage Types 180
6.3.2 Impact of Other Wage Types 181
6.4 Garnishment Subschema 181
6.4.1 Rule UGIT 182
6.4.2 Rule UGDN 184
6.4.3 Function UGARN 186
6.5 Summary 187
7 Tax Processing 189
7.1 Introduction to US Tax Processing 189
7.1.1 Tax Infotypes 190
7.1.2 Earnings and Deductions 192
7.1.3 Relevant Processing Classes for Wage Types 193
7.2 Tax Models 194
7.2.1 Tax Authorities 194
7.2.2 Tax Areas 195
7.2.3 Tax Types 196
7.2.4 Tax Class 197
7.2.5 Tax Models 197
7.3 Year-End Tax Adjustments and Workbench 202
7.3.1 Starting the Year-End Workbench 204
7.3.2 Running Payroll 208
7.3.3 Verification 210
7.4 Overview of Tax Reporter 211
7.4.1 Preparation Work 212
7.4.2 Quarterly Reports 212
7.4.3 Annual Reports 214
7.5 Summary 215
8 Advanced Topics 217
8.1 Overpayments and Claims Handling 217
8.1.1 Why Claims Are Generated 218
8.1.2 Identifying Claims in Payroll 220
8.1.3 Strategy with Claims 221
8.1.4 Clearing Claims: Payroll- Forgiven 222
8.1.5 Clearing Claims: Payroll-Not-Forgiven 223
8.1.6 Clearing Claims: Accounts Taxes (Employee Pays Single Check) 224
8.1.7 Clearing Claims: Accounts Taxes (Employee Pays by Payment Plan) 226
8.2 Accruals 227
8.2.1 Accruals Configuration 228
8.2.2 Accruals Process and Posting 231
8.3 Interfacing with Third-Party Payroll Systems—Gross to Net 235
8.4 Third-Party Remittance (Accounts Payable Processing) 240
8.4.1 Required Configuration 241
8.4.2 Financial Account Management 242
8.4.3 Running a Third-Party Process 244
8.5 Implementation Tips for US Payroll 247
8.5.1 Mid-Year Go-Live 247
8.5.2 Volumes and Complexity 249
8.5.3 Resource Planning and Knowledge Transfers 249
8.5.4 How to Run a Parallel Payroll 249
8.5.5 Housekeeping Activities 251
8.5.6 Best Practices to Maintain Wage Types, Schemas, and Rules 253
8.6 Summary 254
A US Payroll Schema U000 257
B Wage Type Template 269
C Commonly-Used Technical Wage Types 273
D Commonly-Used Model Wage Types 287
E Commonly-Used Processing Classes and Specifications 299
F List of Useful Payroll Operations 307
G About the Author 317 Index 319
1.1 What Makes US Payroll Unique 20
1.1.1 Functional Uniqueness 20
1.1.2 Technical Uniqueness 23
1.2 The US Payroll Process 24
1.3 Components of SAP US Payroll 26
1.4 Summary 27
2 US Payroll Infotypes: Master Data and Transaction Data 29
2.1 Master Data: Conceptual Clarity 29
2.2 Retroactive Accounting 30
2.3 Employee Master Data for US Payroll 32
2.3.1 Infotype 0008: Basic Pay 35
2.3.2 Infotype 0009: Bank Details 36
2.3.3 Infotype 2010: Employee Remuneration 37
2.3.4 Infotype 0207: Residence Tax 38
2.3.5 Infotype 0208: Work Tax 38
2.3.6 Infotype 0167: Health Plans 39
2.3.7 Infotype 0057: Membership Fees 39
2.4 Employee Transaction Data: US Payroll 40
2.4.1 Infotype 0014: Earnings/Deductions Transaction Data 44
2.4.2 Infotype 0169: Savings Plans 44
2.4.3 Infotype 0015: Additional Payments and Deductions 45
2.4.4 Infotype 0267: Bonus and Off Cycle 45
2.4.5 Infotype 0011: External Bank Transfer 46
2.4.6 Infotype 0210: Changes to W-4 Data 47
2.5 Pre-Payroll Data Verification 47
2.6 Summary 50
3 Wage Types 51
3.1 Overview of a US Paystub and the Concept of Wage Types 51
3.2 Lifecycle of a Wage Type and US Wage Type Catalog 54
3.2.1 Wage Type Categories 58
3.2.2 Three Elements of a Wage Type 59
3.2.3 Wage Type Catalog 61
3.3 Step-by-Step Configuration of a Wage Type 63
3.3.1 Earnings 64
3.3.2 Deductions 72
3.3.3 Taxes 78
3.3.4 Net Pay 82
3.4 Testing Wage Types 84
3.5 Advanced Topics on Wage Types 88
3.5.1 Handling Cumulations 88
3.5.2 Setting Up Payment Models 90
3.5.3 Priority and Arrears 91
3.5.4 Posting of Wage Types 96
3.6 Summary 98
4 Schemas and Rules 99
4.1 Examining the US Payroll Driver (RPCALCU0) 99
4.2 Working with US Schema U000 101
4.2.1 Schema 104
4.2.2 Subschemas 104
4.2.3 US Subschemas 106
4.3 Why, When, and How to Change the US Schema 119
4.3.1 Copy and Modify U000 using the Schema Editor 120
4.3.2 Running an Error-Free Schema 121
4.4 Overview of the US Public Sector Schema functionality 126
4.4.1 NRA: Non-Resident Alien Processing 126
4.4.2 Savings Bonds Processing 127
4.4.3 Public Sector Savings Plans: 403(B), 457(B) 127
4.4.4 Employer Benefits and Tax Allocation Rules 128
4.5 Writing Rules in US Payroll 128
4.5.1 The Rules Editor 129
4.5.2 Creating a Simple Rule 131
4.5.3 Creating Complex Rules 135
4.5.4 Running Error-Free Rules 140
4.6 Summary 143
5 Benefits Integration 145
5.1 Integration of US Benefits with US Payroll 145
5.1.1 Processing 147
5.1.2 Output 147
5.2 Health Plan Integration 148
5.2.1 Health Plans 149
5.3 Savings Plan Integration 153
5.3.1 Savings Plans 153
5.4 Insurance Plan Integration 160
5.5 Flexible Spending Account Integration 164
5.6 Sending Data and Remittance to Benefit Providers 167
5.6.1 Health Plans 167
5.6.2 Insurance Plans 167
5.6.3 Savings Plans 168
5.6.4 Sending Remittance 168
5.6.5 Sending Data 169
5.7 Summary 169
6 Garnishments 171
6.1 Configuring Garnishments 172
6.1.1 Garnishment Infotypes 172
6.2 Disposable Net Income 176
6.2.1 Definition of Disposable Net Income 176
6.2.2 Example 178
6.3 Managing Wage Types for Garnishments 180
6.3.1 Garnishment Deduction Wage Types 180
6.3.2 Impact of Other Wage Types 181
6.4 Garnishment Subschema 181
6.4.1 Rule UGIT 182
6.4.2 Rule UGDN 184
6.4.3 Function UGARN 186
6.5 Summary 187
7 Tax Processing 189
7.1 Introduction to US Tax Processing 189
7.1.1 Tax Infotypes 190
7.1.2 Earnings and Deductions 192
7.1.3 Relevant Processing Classes for Wage Types 193
7.2 Tax Models 194
7.2.1 Tax Authorities 194
7.2.2 Tax Areas 195
7.2.3 Tax Types 196
7.2.4 Tax Class 197
7.2.5 Tax Models 197
7.3 Year-End Tax Adjustments and Workbench 202
7.3.1 Starting the Year-End Workbench 204
7.3.2 Running Payroll 208
7.3.3 Verification 210
7.4 Overview of Tax Reporter 211
7.4.1 Preparation Work 212
7.4.2 Quarterly Reports 212
7.4.3 Annual Reports 214
7.5 Summary 215
8 Advanced Topics 217
8.1 Overpayments and Claims Handling 217
8.1.1 Why Claims Are Generated 218
8.1.2 Identifying Claims in Payroll 220
8.1.3 Strategy with Claims 221
8.1.4 Clearing Claims: Payroll- Forgiven 222
8.1.5 Clearing Claims: Payroll-Not-Forgiven 223
8.1.6 Clearing Claims: Accounts Taxes (Employee Pays Single Check) 224
8.1.7 Clearing Claims: Accounts Taxes (Employee Pays by Payment Plan) 226
8.2 Accruals 227
8.2.1 Accruals Configuration 228
8.2.2 Accruals Process and Posting 231
8.3 Interfacing with Third-Party Payroll Systems—Gross to Net 235
8.4 Third-Party Remittance (Accounts Payable Processing) 240
8.4.1 Required Configuration 241
8.4.2 Financial Account Management 242
8.4.3 Running a Third-Party Process 244
8.5 Implementation Tips for US Payroll 247
8.5.1 Mid-Year Go-Live 247
8.5.2 Volumes and Complexity 249
8.5.3 Resource Planning and Knowledge Transfers 249
8.5.4 How to Run a Parallel Payroll 249
8.5.5 Housekeeping Activities 251
8.5.6 Best Practices to Maintain Wage Types, Schemas, and Rules 253
8.6 Summary 254
A US Payroll Schema U000 257
B Wage Type Template 269
C Commonly-Used Technical Wage Types 273
D Commonly-Used Model Wage Types 287
E Commonly-Used Processing Classes and Specifications 299
F List of Useful Payroll Operations 307
G About the Author 317 Index 319
1 Objectives and Purpose 19
1.1 What Makes US Payroll Unique 20
1.1.1 Functional Uniqueness 20
1.1.2 Technical Uniqueness 23
1.2 The US Payroll Process 24
1.3 Components of SAP US Payroll 26
1.4 Summary 27
2 US Payroll Infotypes: Master Data and Transaction Data 29
2.1 Master Data: Conceptual Clarity 29
2.2 Retroactive Accounting 30
2.3 Employee Master Data for US Payroll 32
2.3.1 Infotype 0008: Basic Pay 35
2.3.2 Infotype 0009: Bank Details 36
2.3.3 Infotype 2010: Employee Remuneration 37
2.3.4 Infotype 0207: Residence Tax 38
2.3.5 Infotype 0208: Work Tax 38
2.3.6 Infotype 0167: Health Plans 39
2.3.7 Infotype 0057: Membership Fees 39
2.4 Employee Transaction Data: US Payroll 40
2.4.1 Infotype 0014: Earnings/Deductions Transaction Data 44
2.4.2 Infotype 0169: Savings Plans 44
2.4.3 Infotype 0015: Additional Payments and Deductions 45
2.4.4 Infotype 0267: Bonus and Off Cycle 45
2.4.5 Infotype 0011: External Bank Transfer 46
2.4.6 Infotype 0210: Changes to W-4 Data 47
2.5 Pre-Payroll Data Verification 47
2.6 Summary 50
3 Wage Types 51
3.1 Overview of a US Paystub and the Concept of Wage Types 51
3.2 Lifecycle of a Wage Type and US Wage Type Catalog 54
3.2.1 Wage Type Categories 58
3.2.2 Three Elements of a Wage Type 59
3.2.3 Wage Type Catalog 61
3.3 Step-by-Step Configuration of a Wage Type 63
3.3.1 Earnings 64
3.3.2 Deductions 72
3.3.3 Taxes 78
3.3.4 Net Pay 82
3.4 Testing Wage Types 84
3.5 Advanced Topics on Wage Types 88
3.5.1 Handling Cumulations 88
3.5.2 Setting Up Payment Models 90
3.5.3 Priority and Arrears 91
3.5.4 Posting of Wage Types 96
3.6 Summary 98
4 Schemas and Rules 99
4.1 Examining the US Payroll Driver (RPCALCU0) 99
4.2 Working with US Schema U000 101
4.2.1 Schema 104
4.2.2 Subschemas 104
4.2.3 US Subschemas 106
4.3 Why, When, and How to Change the US Schema 119
4.3.1 Copy and Modify U000 using the Schema Editor 120
4.3.2 Running an Error-Free Schema 121
4.4 Overview of the US Public Sector Schema functionality 126
4.4.1 NRA: Non-Resident Alien Processing 126
4.4.2 Savings Bonds Processing 127
4.4.3 Public Sector Savings Plans: 403(B), 457(B) 127
4.4.4 Employer Benefits and Tax Allocation Rules 128
4.5 Writing Rules in US Payroll 128
4.5.1 The Rules Editor 129
4.5.2 Creating a Simple Rule 131
4.5.3 Creating Complex Rules 135
4.5.4 Running Error-Free Rules 140
4.6 Summary 143
5 Benefits Integration 145
5.1 Integration of US Benefits with US Payroll 145
5.1.1 Processing 147
5.1.2 Output 147
5.2 Health Plan Integration 148
5.2.1 Health Plans 149
5.3 Savings Plan Integration 153
5.3.1 Savings Plans 153
5.4 Insurance Plan Integration 160
5.5 Flexible Spending Account Integration 164
5.6 Sending Data and Remittance to Benefit Providers 167
5.6.1 Health Plans 167
5.6.2 Insurance Plans 167
5.6.3 Savings Plans 168
5.6.4 Sending Remittance 168
5.6.5 Sending Data 169
5.7 Summary 169
6 Garnishments 171
6.1 Configuring Garnishments 172
6.1.1 Garnishment Infotypes 172
6.2 Disposable Net Income 176
6.2.1 Definition of Disposable Net Income 176
6.2.2 Example 178
6.3 Managing Wage Types for Garnishments 180
6.3.1 Garnishment Deduction Wage Types 180
6.3.2 Impact of Other Wage Types 181
6.4 Garnishment Subschema 181
6.4.1 Rule UGIT 182
6.4.2 Rule UGDN 184
6.4.3 Function UGARN 186
6.5 Summary 187
7 Tax Processing 189
7.1 Introduction to US Tax Processing 189
7.1.1 Tax Infotypes 190
7.1.2 Earnings and Deductions 192
7.1.3 Relevant Processing Classes for Wage Types 193
7.2 Tax Models 194
7.2.1 Tax Authorities 194
7.2.2 Tax Areas 195
7.2.3 Tax Types 196
7.2.4 Tax Class 197
7.2.5 Tax Models 197
7.3 Year-End Tax Adjustments and Workbench 202
7.3.1 Starting the Year-End Workbench 204
7.3.2 Running Payroll 208
7.3.3 Verification 210
7.4 Overview of Tax Reporter 211
7.4.1 Preparation Work 212
7.4.2 Quarterly Reports 212
7.4.3 Annual Reports 214
7.5 Summary 215
8 Advanced Topics 217
8.1 Overpayments and Claims Handling 217
8.1.1 Why Claims Are Generated 218
8.1.2 Identifying Claims in Payroll 220
8.1.3 Strategy with Claims 221
8.1.4 Clearing Claims: Payroll- Forgiven 222
8.1.5 Clearing Claims: Payroll-Not-Forgiven 223
8.1.6 Clearing Claims: Accounts Taxes (Employee Pays Single Check) 224
8.1.7 Clearing Claims: Accounts Taxes (Employee Pays by Payment Plan) 226
8.2 Accruals 227
8.2.1 Accruals Configuration 228
8.2.2 Accruals Process and Posting 231
8.3 Interfacing with Third-Party Payroll Systems—Gross to Net 235
8.4 Third-Party Remittance (Accounts Payable Processing) 240
8.4.1 Required Configuration 241
8.4.2 Financial Account Management 242
8.4.3 Running a Third-Party Process 244
8.5 Implementation Tips for US Payroll 247
8.5.1 Mid-Year Go-Live 247
8.5.2 Volumes and Complexity 249
8.5.3 Resource Planning and Knowledge Transfers 249
8.5.4 How to Run a Parallel Payroll 249
8.5.5 Housekeeping Activities 251
8.5.6 Best Practices to Maintain Wage Types, Schemas, and Rules 253
8.6 Summary 254
A US Payroll Schema U000 257
B Wage Type Template 269
C Commonly-Used Technical Wage Types 273
D Commonly-Used Model Wage Types 287
E Commonly-Used Processing Classes and Specifications 299
F List of Useful Payroll Operations 307
G About the Author 317 Index 319
1.1 What Makes US Payroll Unique 20
1.1.1 Functional Uniqueness 20
1.1.2 Technical Uniqueness 23
1.2 The US Payroll Process 24
1.3 Components of SAP US Payroll 26
1.4 Summary 27
2 US Payroll Infotypes: Master Data and Transaction Data 29
2.1 Master Data: Conceptual Clarity 29
2.2 Retroactive Accounting 30
2.3 Employee Master Data for US Payroll 32
2.3.1 Infotype 0008: Basic Pay 35
2.3.2 Infotype 0009: Bank Details 36
2.3.3 Infotype 2010: Employee Remuneration 37
2.3.4 Infotype 0207: Residence Tax 38
2.3.5 Infotype 0208: Work Tax 38
2.3.6 Infotype 0167: Health Plans 39
2.3.7 Infotype 0057: Membership Fees 39
2.4 Employee Transaction Data: US Payroll 40
2.4.1 Infotype 0014: Earnings/Deductions Transaction Data 44
2.4.2 Infotype 0169: Savings Plans 44
2.4.3 Infotype 0015: Additional Payments and Deductions 45
2.4.4 Infotype 0267: Bonus and Off Cycle 45
2.4.5 Infotype 0011: External Bank Transfer 46
2.4.6 Infotype 0210: Changes to W-4 Data 47
2.5 Pre-Payroll Data Verification 47
2.6 Summary 50
3 Wage Types 51
3.1 Overview of a US Paystub and the Concept of Wage Types 51
3.2 Lifecycle of a Wage Type and US Wage Type Catalog 54
3.2.1 Wage Type Categories 58
3.2.2 Three Elements of a Wage Type 59
3.2.3 Wage Type Catalog 61
3.3 Step-by-Step Configuration of a Wage Type 63
3.3.1 Earnings 64
3.3.2 Deductions 72
3.3.3 Taxes 78
3.3.4 Net Pay 82
3.4 Testing Wage Types 84
3.5 Advanced Topics on Wage Types 88
3.5.1 Handling Cumulations 88
3.5.2 Setting Up Payment Models 90
3.5.3 Priority and Arrears 91
3.5.4 Posting of Wage Types 96
3.6 Summary 98
4 Schemas and Rules 99
4.1 Examining the US Payroll Driver (RPCALCU0) 99
4.2 Working with US Schema U000 101
4.2.1 Schema 104
4.2.2 Subschemas 104
4.2.3 US Subschemas 106
4.3 Why, When, and How to Change the US Schema 119
4.3.1 Copy and Modify U000 using the Schema Editor 120
4.3.2 Running an Error-Free Schema 121
4.4 Overview of the US Public Sector Schema functionality 126
4.4.1 NRA: Non-Resident Alien Processing 126
4.4.2 Savings Bonds Processing 127
4.4.3 Public Sector Savings Plans: 403(B), 457(B) 127
4.4.4 Employer Benefits and Tax Allocation Rules 128
4.5 Writing Rules in US Payroll 128
4.5.1 The Rules Editor 129
4.5.2 Creating a Simple Rule 131
4.5.3 Creating Complex Rules 135
4.5.4 Running Error-Free Rules 140
4.6 Summary 143
5 Benefits Integration 145
5.1 Integration of US Benefits with US Payroll 145
5.1.1 Processing 147
5.1.2 Output 147
5.2 Health Plan Integration 148
5.2.1 Health Plans 149
5.3 Savings Plan Integration 153
5.3.1 Savings Plans 153
5.4 Insurance Plan Integration 160
5.5 Flexible Spending Account Integration 164
5.6 Sending Data and Remittance to Benefit Providers 167
5.6.1 Health Plans 167
5.6.2 Insurance Plans 167
5.6.3 Savings Plans 168
5.6.4 Sending Remittance 168
5.6.5 Sending Data 169
5.7 Summary 169
6 Garnishments 171
6.1 Configuring Garnishments 172
6.1.1 Garnishment Infotypes 172
6.2 Disposable Net Income 176
6.2.1 Definition of Disposable Net Income 176
6.2.2 Example 178
6.3 Managing Wage Types for Garnishments 180
6.3.1 Garnishment Deduction Wage Types 180
6.3.2 Impact of Other Wage Types 181
6.4 Garnishment Subschema 181
6.4.1 Rule UGIT 182
6.4.2 Rule UGDN 184
6.4.3 Function UGARN 186
6.5 Summary 187
7 Tax Processing 189
7.1 Introduction to US Tax Processing 189
7.1.1 Tax Infotypes 190
7.1.2 Earnings and Deductions 192
7.1.3 Relevant Processing Classes for Wage Types 193
7.2 Tax Models 194
7.2.1 Tax Authorities 194
7.2.2 Tax Areas 195
7.2.3 Tax Types 196
7.2.4 Tax Class 197
7.2.5 Tax Models 197
7.3 Year-End Tax Adjustments and Workbench 202
7.3.1 Starting the Year-End Workbench 204
7.3.2 Running Payroll 208
7.3.3 Verification 210
7.4 Overview of Tax Reporter 211
7.4.1 Preparation Work 212
7.4.2 Quarterly Reports 212
7.4.3 Annual Reports 214
7.5 Summary 215
8 Advanced Topics 217
8.1 Overpayments and Claims Handling 217
8.1.1 Why Claims Are Generated 218
8.1.2 Identifying Claims in Payroll 220
8.1.3 Strategy with Claims 221
8.1.4 Clearing Claims: Payroll- Forgiven 222
8.1.5 Clearing Claims: Payroll-Not-Forgiven 223
8.1.6 Clearing Claims: Accounts Taxes (Employee Pays Single Check) 224
8.1.7 Clearing Claims: Accounts Taxes (Employee Pays by Payment Plan) 226
8.2 Accruals 227
8.2.1 Accruals Configuration 228
8.2.2 Accruals Process and Posting 231
8.3 Interfacing with Third-Party Payroll Systems—Gross to Net 235
8.4 Third-Party Remittance (Accounts Payable Processing) 240
8.4.1 Required Configuration 241
8.4.2 Financial Account Management 242
8.4.3 Running a Third-Party Process 244
8.5 Implementation Tips for US Payroll 247
8.5.1 Mid-Year Go-Live 247
8.5.2 Volumes and Complexity 249
8.5.3 Resource Planning and Knowledge Transfers 249
8.5.4 How to Run a Parallel Payroll 249
8.5.5 Housekeeping Activities 251
8.5.6 Best Practices to Maintain Wage Types, Schemas, and Rules 253
8.6 Summary 254
A US Payroll Schema U000 257
B Wage Type Template 269
C Commonly-Used Technical Wage Types 273
D Commonly-Used Model Wage Types 287
E Commonly-Used Processing Classes and Specifications 299
F List of Useful Payroll Operations 307
G About the Author 317 Index 319