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SAP HCM implementation in Russia 3

Follow me <<<<<<< 5.2.1. Form T-13 Customizing To Customize   this form  follow by this patch: IMG-> Payroll-> Payroll: Russia-> Reporting-> Time Management-> Working Time Schedule (Form T-13) 5.3. Time management  (TM) Data Migration For Time Data Migration is used  LSMW-tool . 5.3.1. Absences Migration 5.3.2. Absence quota Migration 6. Payroll(PY) Issues Russian Payroll is  very complex and difficult in SAP ERP HCM, like in US Payroll ,  so before its implementation, I strongly advise to find a Russian consultants in order to evaluate realization and real terms of implementation. To understand the depth of the problem look at the scheme RUS0. 6.1. Payroll (PY) Customizing : For payroll, you should use the standard Payroll driver HRUCALC0 and the modified schema  RUS0, if it is installed EHP5, it could be use HRUCALC0_CE and schema RU0C. 6.2. RU PY Infotypes Customizing 6.2.1. It0009 Bank Details Bank details  are designated by employee on infotype 0009.  It is required only configu

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5.2.1. Form T-13 Customizing

To Customize   this form  follow by this patch:

IMG-> Payroll-> Payroll: Russia-> Reporting-> Time Management-> Working Time Schedule (Form T-13)

5.3. Time management  (TM) Data Migration

For Time Data Migration is used  LSMW-tool .

5.3.1. Absences Migration

  • IT 2001 – Absences
  • IT 2002  – Attendances

5.3.2. Absence quota Migration

  • It is migrated remains days for certain periods for  IT 2006 Absence Quota 
  • It is migrated data type for vacation from IT 0041 Date Specifications

6. Payroll(PY) Issues

Russian Payroll is  very complex and difficult in SAP ERP HCM, like in US Payroll ,  so before its implementation, I strongly advise to find a Russian consultants in order to evaluate realization and real terms of implementation. To understand the depth of the problem look at the scheme RUS0.

6.1. Payroll (PY) Customizing :

For payroll, you should use the standard Payroll driver HRUCALC0 and the modified schema  RUS0, if it is installed EHP5, it could be use HRUCALC0_CE and schema RU0C.

6.2. RU PY Infotypes Customizing

6.2.1. It0009 Bank Details

Bank details  are designated by employee on infotype 0009.  It is required only configuration for this is population of the BNKA table with bank details such as key, bank name, address, etc. 

6.2.2. IT0048  Residence Status

The data on the residence status in the country influences on  the calculation of income tax: those employees who are not tax residents are charged 30% income tax, whereas tax residents are charged 13% tax rate.

It is described  the response of the system to a value in  IT  0048 Residence Status  in the feature of 33TXS
It is described  the response of the system to a value in  IT  0048 Residence Status  in the feature of 33TXS

Image 13. IT 0048 Residence Status

6.2.3. IT0291 Tax and Social Ins. Payments (CIS)

This infotype is used for maintaining information about taxes and net payments.

Image 14. IT 0291 Tax and Social Ins. Payments (CIS)
Image 14. IT 0291 Tax and Social Ins. Payments (CIS)

6.2.4. IT0292 Add. Social Insurance Data (CIS)

Infotype 0292 is used for maintaining information about employee social group. This information is needed for sick payments.

Image 15.IT 0292 Add. Social Insurance Data (RU)
Image 15.IT 0292 Add. Social Insurance Data (RU)

6.2.5. IT0293 Other and Previous Employers (RU)

In this infotype stored information about previous employers payments for current tax year.

Image 16. IT Add. Social Insurance Data (CIS)
Image 16. IT Add. Social Insurance Data (CIS)

6.2.6. IT0296 Garnishment Documents (CIS)

It is using for recording details of the  staffs garnishment documents. The system automatically create IT  0295 Garnishment Orders (RU) after completing the infotype   0296 Garnishment Documents (RU)  . Used to register the amount of  the garnishment document.  Impassible to enter the record in the  infotype 295 if there is no corresponding record in the infotype 0296.

Image 17.IT0296 Garnishment Documents (CIS)
Image 17.IT0296 Garnishment Documents (CIS)

6.2.7. IT0299 Tax Privileges (CIS)

IT 0299 Tax Privileges (CIS) is used to maintain individual tax exemptions: income tax exemption for a child, tax deduction (Art.218 Cl. 2), tax deduction (Art.218 Cl. 1, 219), material tax deduction etc. It is connected with individual Benefit flag in table T7rut3

Image 18. IT0299 Tax Privileges (CIS)
Image 18. IT0299 Tax Privileges (CIS)

6.3. WT Catalog Peculiarities

Wage type catalog  is  a list of charges, deductions and taxes. Russian WT catalog includes round 580 Technical Wage types,  round 448 Dialogs Wage types ( wage types with R*** and N*** are used for Regional and North Conditions).

When you create your own WT in RU WT Catalog , take the following into account:

Step

Table

Value

Description

1

V_512W_O

Wage type(WT) code creation and WT Valid dates

2

V_512W_T

Short and full name of WT

3

V_511_B

Define the required personnel area and employee group

4

V_T512Z

Define Wage type permitted WT for infotypes

5

V_512W_O

10

Define Class for reducing in proportion to the  worked hours

6

V_T511

Payment type (deduction/accrual), input type ( amount, percent, constant, automatically)

7

V_512W_B

Define valuation bases

8

V_512W_O

30 C

Define Class for cumulation period

9

V_512W_O

65

Valuation according to principle of averages

10

V_512W_O

13, 14

Include in cumulation  for  Total gross amount

11

V_512W_O

20, 21, 22, 23, 24, 25, 26

Include in cumulations for  Pension Social Security and Medicine Funds

12

V_512W_O

02, 03

Define analysis class for output in Pay slip

13

T7RUNC

Included in  Wage type grouping for the reporting

14

V_T52EZ

Define for postings (Debit/credit)

Table 2. WT creation for RU-Wage type catalog

6.4. Payments peculiarities

There are also Fixied Salary payments and Hourly wage in Russia. In Russia there are a lot of compensatory payments connected with working conditions. Regional premium is made for work in the regions of Extreme North and equivalent areas. Calculation is made by multiplying regional premium rate by a sum of charges in a calculation month subject to regional premium rate charging.

It is customized  in the feature 33BMC For every personnel area is assigned Bonus Model. Bonus Model is maintained in table T7RUB1.  It is assigned to Bonus Model wage types and scales in table  T7RUB3.  The names of bonus scales are maintained in table  T7RUB4. The percent of allowances is input in  table   T7RUB5.

Payments for Harmful conditions are made for hours worked to employees whose positions are connected with insalubrious and hazards working conditions.  Usually it is input Payment for harmful working condition in It 0015 or put time in  IT 2002 or 2010 and then It is calculated through time evaluation than it will be proceed in rule RU25.

Payments for non-worked hours ( e.g. Vacation, Donor days) with average earnings maintained. Salary calculation is made on the basis of average earnings. The calculation period is considered as 12 calendar months preceding the month of the beginning of the event. Daily earnings are calculated by dividing the sum of earnings for the salary calculation period by the worked days for this period. Average earnings sum is defined as the product of average daily wages by the days of absence.

All types of paid absence refer to the appropriate Absence valuation rule, which connection is  configured in view V_554S_G.

Te common evaluated  absences  are grouped by the  Absence evaluation rule . The rule defines evaluation as a paid absence, and then generates a WT for accruals  . Absence evaluation rule is maintained in view V_T554C.

The Cumulation rules  are configured in view  V_T51AV_B in accordance with cumulative types of payments – the basis of average values.

6.5. Tax peculiarities

Personal income tax  is collected from all staff  that are tax residents of the Russian Federation, as well as from the staff members that get income from the sources of the Russian Federation and are not tax residents of the Russian Federation.

   Depending on category of tax payer Income tax can be 13, 30 and 35% 

Tax schema controls the payments for income tax.  It is customized IMG -> Payroll-> Payroll: Russia-> Tax and Social Insurance Payments-> Maintain Taxes and Social Insurance Payments.

Each Personnel area has Tax schema in table  V_T7RUP0. Tax schemas are described in table T7RUP1. Personnel grouping for Tax schema  is described in feature 33ТАХ.

Depending on thee return value of feature fro m the table T7RUP3 , it will catch up with some tax class. Tax classes is maintained in table  T7RUT1. Here you specify the scale for the deduction of taxes and benefits that must be applied to this tax.

To calculate the tax base tax payers can get standard tax deduction. Standard tax deductions are provided to the tax payer on the basis of his written statement and the documents confirming the right of such tax deductions.

The size of tax deductions is configured  in the view V_T7RUT3.

6.6. Sick leave peculiarities

In Russia there is a lot of  Sick leaves. Sick leaves are paid partially by Employer and by Social Security found.   Generally , Sick leave Payment is calculated on the basis of average earnings. The average daily wage is calculated by dividing the sum of earnings for 2 years at 730.

The function RUSIO proceed the  Sick leave. The total amount of average earnings (based on the data received from other employers) for each calendar year does not exceed the limit value base for the calculation of insurance premiums to the FSS RF, established in 2012 (463,000 rubles) , it is defined in table T511P . Amount of daily allowance is calculated by multiplying the average daily wage rate on the insurance seniority.

In table T7RUT5 is stored the amount for  Social group (which is defined in table T7RUT6)

In table V_T7RUT5_PAID you can assign the amount of sick leave days and WT which paid by employer.

Amount of  payments for sick leaves  ,e.g. 1,5 year Child care leave ,   is configured  in table T510J . Wage types  SI10, SI11  in IT 0293 stores  bases for the calculation of insurance premiums in the FSS. The Wage type SIRT in IT0015 stores  averages  rate for Sick leaves pavement.

6.7. Deductions peculiarities

Fines and Alimonies are maintained in table T7RUG1. Types of Garnishment orders are maintained in table T7RUG0.  It  is processed by  the function RUAID.
In the case of processing multiple deductions priorities are processed by function RUPRI.
The rules for deductions are adjusted in the table T7RUD3. Priority of processing in case , if it is not possible to deduct the whole sum, is stored in view of V_51P6_B.

6.8. RU Payroll Schema – RUS0

Subschemas

Description

  • Initialization (subschema XIN0)

The start of payroll processing

  • Master Data Processing (subschema XBD0)

ENAME – Determine name of Employee from IT  0001 
WPBP –  Read Work Center/Basic Pay Data

RUSPL- function is used for internal table  WPBP  splitting in case of :
1)Absence registration in IT2001

2)There is a dates in table  T51D5

P0014 –WPBP  split in accordance with  periods from IT 0014

  • Import last payroll results

Subschema RUR0 – Import previous result current period
Subshema RULP- Import last regular payroll result

RUFUP (Parameter 4 = PTAB) – Import table  FUP from OFUP

  • Import additional payments/deduction (Subschema RUP9)

P0014 – Import WTypes from IT 0014

P0015 – Import additional Payments from IT 0015

RU293 – import data from previous Employer from IT ИТ0293

RU267 – Import additional off-cycle payments  from IT 0267

Rule  RUSC – Prepare percent of allowances For regional and North condition.

  • Time Wage Types Processing  (Subschema  RUT1)

RURAB – Absences reading  according with quotas

RUNAB – Refinement of the table AB (a partition shall record the absence on the calculating period)

PAB –   Absence processing

RUGAB –  This function determines the duration of periods with a 40-  week spread over five or six working days (target time), defined by :

–  Duration of incomplete periods

  -Duration of complete periods

  -Target time for one year

  -Target time resulting from absences.

P2003 –  imports the shift substitutions entered in infotype 2003

PARTT (PSP) –  Defining the parameters of incomplete periods

Rule RU1N – Create valuation bases (addition)
Rule RUM0 – Determine payroll modifiers

DAYPR – Day processing
Rule RU33 –  Evaluation basis (division) creation also WT  /010

Rule RUF0 – Time calculation for Averages

Rule RUF4 – Numbers in calendar days for Vacations

Rule RUF3 – Number of public holidays

Rule RUMN – Minimal Salary calculation for Sick leaves

P2010 X930 –Import  employee remuneration information from IT 2010

ZLIT – Total records – to ZL and IT

P0416 – Process Quota Compensation

RUOAV – Check the data in field  SPPE1 in IT2001 for  Absence.

Subschema XIW0 – Incentive wages

Rule RU25  – Valuation of time wage

Rule X020  – Gross and RT storage for time wage for calculation class 3

Business trips

(Subschema RURE)

ASREI – The function ASREI cumulates all the travel expenses for an employee per period in wage types

  • Factoring and storage time wage types (Subschema  RUL0)

If the employee is not working full time, you must recalculate the sums  to obtain the proportionally
worked time. This requirement is performed in schema RUL0.

Rule  RU23  – Gross input and storage in RT in accordance with 20 Processing  Class.

  • Valuation of averages  (Subschema RUAV)

Sub-schema RUAV and RUA0 perform all absence calculation

The function RUAVE is proceeded the technical WT  / V*, generated by the rules of RU17, RU18, just before calling the function, along with the main type of payment for M *, generated by a function of PAB in the absence proceeding, based on the settings table T554C.

Rule  RUA3 – Processing Averages after  RUAVE

Rule  RUA4 – Processing Sick List

Rule  RUA5 – Restricts Baby Care Compensations (Maternity leave for 1,5 year)

Function RUFUP  processes the results table for calculating to future periods, that is, table FUP.

Rule  RU62  – Cumulation & storage WT in accordance with 62 Processing class .

  • Process & prepare old and retro results (Subschema RURC)

Subschema RUSC Derived WT ( regional, northern ). Generates WTs for regional and north allowances . Percent value is prepared by the rule  RUSC, which is used separately for  basic payments , bonuses, vacation payments.

Loan processing

  • (Subschema RUL0)

P0045 – Function P0045 processes the master data in the Loans infotype (0045) Loans

RUC45 – The function redefines all currency fields related to loans to another currency.

Processing deductions and storage

  • (Subschema RUD9)

Rule  RU14 –  processing delay of the preceding period
Rule  RU64 – rounding WT in accordance with Processing Class 64
Subschema RURC – Process off-cycle data 
Subschema RUID – the main processing of Garnishment documents

Rule  RUDE – Process Garnishments in accordance with priorities
Rule  RUI2 – Rule  processing Fee for garnishments
Rule   RU35 – Gross cumulation, cost distribution in accordance with Processing Class4

Rule  X024 – Gross input and storage in RT in accordance with Processing Class 41

Taxes

  • (Subschema RUTX)

RUTAX proceed information from  IT  0001, 0002, 0048, 0291 
It calculate taxes in accordance with table  T7RUT1:
– initial launch of the rules for calculating taxes, the formation of variable RU **,containing bases of evaluation for the calculation of taxes;
– Define Tax Privileges from IT  0299;
– Consistent calculation of the tax benefits according to the priority benefits, subtract benefits from taxable income of the employee;
– Calculation and save the amount of tax in in  created WT
GRSUP – calculates the corresponding gross values for each guaranteed net amount from table T541N

Rule  RUD9 – Gross input and storage in RT in accordance with Processing Class 70

  • Calculation the amounts after deduction

RUA9 RUD1 –  proceed WT from the previous periods (from  LRT into  IT)
RU30 – Net part summation
RUPRI –   processes additional tables for deductions

  • Net payments/deductions and transfer (Subschema RUN0)

There are the following features in this subschema :

calculation of delta for income taxes,

the transfer of deltas from the previous period,

the reading function 
P0011 data for bank transfers from the in  IT 0011,

the transfer of alimonies and fines, the formation of the payment amounts, the function reads data from P0009 Employee bank account detail in IT 0009

Retroactive accounting

  • (Subschema RURR)

Used for Payroll recalculation

Total amounts

(Subschema RUE9)

Export results in cluster

(Subschema RUO2)

Check table  IT, refresh table  RT

ADDCU – Update cumulations  according to the processing class (CRT)

EXPRT UR – Export Payroll Data in Payroll Cluster UR.

Table 3. Russian payroll Schema RUS0

6.9. Posting Peculiarities

Most posting configuration can be found at IMG path:  Payroll à Payroll: Russia à Reporting for Posting Results to Accounting.

  • Table T52EK is where symbolic accounts must be defined.
  • Table T52EL maps wage types to symbolic accounts  including posting details such as account type and credit/debit designation.
  • Table T52EM is where EE grouping codes are defined.
  • Feature PPMOD is where employees are assigned to grouping codes based on organizational data.
  • Date identifier  for posting – V_T549S_B

6.10. Reporting (PY)

PY reporting is the also the  difficult  theme in Russian Reporting.  It is required to customize the output form in .PDF format and download the report in .xml format.

6.10.1. Pay slip

Pay slip is customized as usually in tr. PE51 .  It analyses classes for WT , which you defined for  output wage type in Pay slip

6.10.2. Form 4 FSS- form is for payment of contributions to the fund of social insurance

6.10.3. Form RSV-1-form is for the calculation of accrued and paid insurance premiums to the Pension Fund of the Russian Federation, the insurance premiums for compulsory health insurance in the Federal Fund for compulsory medical insurance and territorial funds of compulsory medical insurance payers of insurance premiums, making payments and other compensation to individuals.

6.10.4. Form SZV 6-1-2- Information on accrued and paid insurance contributions for compulsory pension insurance of the insured and the insurance period of the insured , 6-2- Registry data on assessed and paid insurance contributions for compulsory pension insurance and the insurance period of the insured

6.10.5. Form  2 NDFL- a form on which employers report for taxes assessed on personal income

6.10.6. Payroll Sheet (Form T-53)- is payroll unified form

6.11. Data Migration (PY)

6.11.1. Data Migration for previous Employer

Create files for IT  0293   for WT /DA0 ,  SI09, SI10 аnd loaded tax deductions through LSMW.

6.11.2. Data Migration for Payroll Cluster

You must download the data for the year prior periods in order to ensure the correct calculation of pay for the average values ??within a year after the start of a productive system For this purpose, load data into tables T558B and T558D, or use outdated table to load the T558A, which contains fewer fields than the previous table. Loading of the tools used, or LSMW – BUS7023 and IDOC to load the data, but in this case triggered numerous checks and loading is interrupted when transferring 100,000 entries and more. The second option – developing its program for downloading data base can be taken from this. Before the Migration  the Personnel Administration data must already be uploaded the staff, and WT should be customized

The order of loading:

1.Check the format and completeness of the data being loaded
2. Erase entries in the tables T558
3 Load the records into a table with the help of a program or LSMW
4. . Clean the cluster of loud personnel numbers with the report – RPUDEL20 or  its modification 
5 Use a standard report RPUTRBK0 and move the date in IT 0003 “The status of the calculation of” employee number of load
6. Create your chart data is loaded into the cluster with scheme RU30 or  RLK0

          7. load the required personnel number with created Migration Scheme in   Payroll driver  HRUCALC0

SAP also proposed a new solution for PY Migration in the note 1677296 – HR-RU: Report HRUURU30 – Uploading old payroll data to SAP