09-hr主数据和开发要点分析03phf and social insurance

1、Chapter 3: Public Housing Fund and Social InsurancePHF/SI Master DataPHF/SI Payroll Function and Wage TypePHF/SI Customizing PHF/SI ReportPHF/SI: Unit ObjectivesAt the end of this chapter you should be able to:Maintain PHF and SI Master DataDo configuration according to different area requirementUnd

2、erstand average monthly salary processingDescribe and check wage types and processing classDescribe PHF/SI function and check function result through payroll logRun PHF/SI reportPHF/SI: Business ScenarioCompany calculate Public Housing Fund and Social Insurance paid by company and employee in payrol

3、l system, the contribution of employee is automatically deducted from monthly net payment and taxable eDue to the area salary difference, Public Housing Fund and Social Insurance contribution of employee and employer should follow different provinces and cities government rulePHF/SI: OverviewContrib

4、ute monthly by employee and employerGeneral formula: Contribution amount = contribution base * contribution rateNormally contribution amount is adjusted annuallyEmployee contribution is auto-deducted from monthly payment and taxable ePHF and SI Master DataEmployee PHF/SI information is used by payro

5、ll system to calculate the employee contributionInfotype 0530 - Public Housing FundInfotype 0532 - Social Insurance0001 Pension insurance0002 Unemployment insurance0003 Medical care insurance0004 On-job injure insurance0005 Maternity insuranceInfotype 0530 - Public Housing FundInfotype 0532 Social I

6、nsuranceWho pays the contributionMaintain Further confirmation partNormal PaidContribution paid by employer and employeePaid by employerContribution paid by employer onlyNo contributionneither the employer nor the employee pay their contributions.The contribution of PHF/SI is on monthly basis, user

7、can only use the start date of month as BEGDA to create PHF/SIMaintain Contribution AreaArea to which the employee is assigned for calculating the contribution to the Public Housing Fund or to Social Insurance.Pre/post tax indicator (A/B)Switch Period: in which month of the calendar year the contrib

8、ution base and rate were adjustedChange Reason: possible reasons for a change of status of an employees SI/PHF accountChange Reason is record for report purposeIMG Path: Payroll China Master Data Social Insurance Contribution AreaPHF/SI Authority InstitutionsEmployee PHF/SI is contributed to local b

9、ureau which is defined as Authority Institution Authority Institution must be assigned a contribution areaAuthority Institution is recorded with address information for report purposeIMG Path: Payroll China Master Data Public Housing Fund / Social InsuranceContribution type, group, levelContribution

10、 Type, Group, Level are defined for employee PHF/SI calculation grouping together with Contribution AreaDefine the industry or industries to which your company belongs in the form of a contribution type for each insurance type.Define the contribution group used to specify the contribution base. Howe

11、ver, if you do not require this level of detail, you need only define a single group for all employees.Define the contribution level used to specify the contribution base. However, if you do not require this level of detail, you need only define a single level for all employees.This Contribution Are

12、a/Type/Group/Level grouping decide PHF/SI calculation base and rate Pass ruleOnly specific for Pension InsuranceEmployers contribution amount is divided into two parts: one put into employees personal account, the rest put into social pension insurance funding. Pass rule define a percentage of emplo

13、yers contribution which will put into employees personal account.IMG path: Payroll China Master Data Social Insurance Define Contribution Base Indicator, RateEE and ER contribution base and rate are defined separatelyBase Indicator: C current monthly salary M average monthly salary in previous calen

14、dar year S social average monthly salary in previous calendar year L social lowest monthly salary in previous calendar year D direct entry in contribution information(constant) N Personal Average Monthly Salary in Previous Year(New) T Current Contract Salary U User Input Contribution BaseBase Calcul

15、ationFor Base Indicator S, L, D: contribution base are get from customizing tableFor Base Indicator S, L, M, contribution base only changes on the switch periodSocial average salary and lowest monthly salary are defined under IMG path: Payroll China Master Data Social Insurance Employers/employees C

16、ontribution InformationFor Base Indicator C: contribution base are get from wagetype /150 (Cumulations 50)For Base Indicator M: payroll function SPAVG calculate average monthly salary in previous year (detail below)Base CalculationContribution Base High/Low limit If contribution base high limit, con

17、tribution base = high limit If contribution base Master Data Social Insurance Employers/employees Contribution InformationAverage ProcessingFunction SPAVG calculate employee average monthly salary in previous yearWagetype /301, /302, /30B, /30C, /30D, used for corresponding switch periodAccording th

18、e switch period, Base indicator M is using the corresponding /30XIn case of no history payroll records are available to calculate average, for example EE is new hire. Wagetype MAV1/MAV2/MAV3 must be input in Infotype 0014/0015 during first payroll period. The amount of MAV1/MAV2/MAV3 is considered a

19、s average monthly salary of previous year. CN69 (Transfer SI/PHF user input base(last year average month salary)Config average settingIMG Path: Payroll China Time Wage Type Valuation AveragesAverage base is /201 in model systemSet up relevancy rule, adjustment rule, cumulation rule, final processing

20、 rule(CN18), calculation ruleOnly provide average base for the calendar yearMaintain default valueIn this step, you set up default contribution types, areas, groups and levels for the Public Housing Fund or Social Insurance depending on the personnel area and subarea an employee belongs to using fea

21、ture INSUR.IMG path: Payroll China Master Data Social Insurance Maintain default contribution types, areas, groups and levels PHF/SI FunctionSubschema CNBD Edit basic data (China) COM Basic data China BLOCK BEG Edit basic data ENAME Determine name of EE (infotype 0001) WPBP Read work center/basic pa

22、y data P0014 CN14 GEN NOAB Split WPBP and set APZNR for P0014 IF SPRN IF off-cycle run ELSE Not Off-cycle run P0532 Read 5 SI P0530 Read PHF data P0533 Read Service fee data ENDIF P0531 Read Tax data GON Continue if data complete BLOCK END Edit basic dataPHF/SI FunctionSubschema CNNT Net pay calcula

23、tion ChinaCOM Net pay calculation China BLOCK BEG Net pay calculation China IF SPRN IF off-cycle run COPY CNTX Process e tax ELSE Else PIT CN69 P69 NOAB Transfer SI/PHF User Input Base SPAVG Calc average monthly salary of last year CNPHF PHF Calculation CNSI 5 Social Insurance Calculation COPY CNTX

24、Process e tax ENDIF End IF off-cycle run COPY CNNL Get influx WT from LRT IF O Original Period ELSE Recalculation COPY CNNR Form difference ENDIF End of IF Recalculation BLOCK END Net pay calculation ChinaProcessing Class and Wage TypeProcessing Class 69: Transfer to PHF/SI contribution baseWage Typ

25、es:MAV1/MAV2/MAV3: user input average salary in previous year /150: PHF/SI base:Indicator C /201: Average base /301 - /30D: Average Monthly Salary in previous year /311 - /314: Pension Insurance Contribution /321 - /324: Unemployment Insurance Contribution /331 - /334: Medical Care Insurance Contrib

26、ution /341 - /344: On-job Injure Insurance Contribution /351 - /354: Maternity Insurance Contribution /360 - /363: Public Housing Fund Contribution /381- /384: User Input PHF/SI BasePublic Housing Fund Monthly ReportHCNCPHF0Social Insurance Monthly ReportHCNCSI00Report result based on selection crit

27、eriaContributions for one or several personnel numbers, personnel subareas, personnel areas or payroll areas in the current or in past payroll periodsContributions for specific social insurance typesContribution totals for a group of employeesContributions for employees whose contribution account ha

28、s changed in the reporting periodContributions for employees in a particular contribution areaCustomizing PHF and SIAfter create new personnel area and new personnel subarea, PHF and SI also need to be set up for further processingCreate contribution area for PHF and SIIMG Path: Payroll China Master

29、 Data Public Housing Fund Contribution AreaIMG Path: Payroll China Master Data Social Insurance Contribution AreaTo create new area Guangzhou, Hangzhou, Shanghai, ShenzhenSet up switch period for each areaCustomizing PHF and SICreate Public Housing Fund Authority for each contribution areaIMG Path:

30、Payroll China Master Data Public Housing Fund Public Housing Fund Authority Assign Authority Institution to Personnel Area(CN02)/Subarea(BJ01, SH01, GZ01, HZ01, SZ01)Create Social Insurance Authority for each contribution areaIMG Path: Payroll China Master Data Social Insurance Social Insurance Auth

31、ority Assign Authority Institution to Personnel Area(CN02)/Subarea(BJ01, SH01, GZ01, HZ01, SZ01)Customizing PHF and SIDefine PHF calculation logic for each contribution areaIMG Path: Payroll China Master Data Public Housing Fund Employers/employees Contribution InformationMaintain Salary information

32、 for each contribution areaDefine Social Insurance logic for each contribution areaIMG Path: Payroll China Master Data Social Insurance Employers/employees Contribution InformationMaintain Salary information for each contribution areaExerciseFor employee 28001, enter data in Infotype 0530 and Infoty

33、pe 0532, check default value, check Further confirmation for how to pay the contributionRun payroll(HCNCALC0) for this employee for the first monthSee what will happen in the payroll logQuestion: What is the reason for the error message?ExerciseIn Infotype 0015 (Additional Payments), key in MAV1 or

34、MAV2 or MAV3Run the payroll for this employee againSee what will happen in the payroll logQuestion: How to determine to enter which base in IT0015? Continue to run payroll for this employee, whether can see the error message again? Explain itExerciseRun report HCNCPHF0 and HCNCSI00, to check the result for PHF and SITry to