Setting Up Family Allowances

This chapter provides an overview of family allowances and discusses how to define and enter family allowances.

Understanding Family Allowances

Global Payroll for Switzerland enables you to define and manage data for an employee’s dependents and family as well as process available family allowances for each payee.

Viewing Delivered Elements

The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for Switzerland. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 9.0 PeopleBook.

Defining and Entering Family Allowances

This section discusses how to:

Enter dependent data in Human Resources.
Set up family allowance data.
Set up child allowance data.
Enter family allowance payment data.

Steps above are included in the family allowance process in Global Payroll for Switzerland.

Pages Used to Define and Enter Family Allowances

Page Name	Object Name	Navigation	Usage
Family Allowance Data	GPCH_CA_STAT_SET01	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Addl Rates, Ceilings, Values, Family Allowance Rates CHE, Family Allowance Data	Set up family allowance data. The system delivers company CA1 as an example of a government-approved setup.
Child Allowance Data	GPCH_CA_STAT_SET02	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Addl Rates, Ceilings, Values, Family Allowance Rates CHE, Child Allowance Data	Set up child allowance data.
Family Allowance	GPCH_CA_DATA	Global Payroll & Absence Mgmt, Payee Data, Define Family Allow Data CHE, Family Allowance	Enter the family allowance payment data for individual employees.

Entering Dependent Data in Human Resources

Enter dependent’s name, address, and personal information on the Dependents Data component in PeopleSoft Enterprise Human Resources.

Setting Up Family Allowance Data

Access the Family Allowance Data page.

Note. The Family Allowance Data and Child Allowance Data pages reflect rules that are designed to protect child and education allowances. These rules vary from canton to canton. Consequently, they aren’t irrevocably installed in Global Payroll and can be defined dynamically.

Household Amount - Canton Jura

Displays the household allowance amount for Jura. The canton of Jura is unique in that a household allowance is payable if there is at least one child eligible. This field displays a value of zero for all other cantons.

Full Time, Part-Time, and Single Parent Part-Time Rule

In granting family allowances, the cantons distinguish between full-time employment, part-time employment, and part-time employment for single-parent families. Different sets of rules are applied accordingly. You can view the appropriate rule for the applicable fields Full Time Rule, Part Time Rule, and Single Parent Part Time Rule.

Fields beneath the Part Time Rule apply to employees who are not specified as single parents. Fields beneath the Single Parent Part Time Rule apply to employees who are specified as single parents. You can identify a person as a single parent on the Family Allowance page.

Minimum Hours Limit

The lower limit or minimum number of hours allowed to qualify for receiving the family allowance.

Maximum Limit/Factor

For information only. The hourly rate or divisor determines the upper limit.

Hourly Rate or Divisor

For part-time employees, the allowance is calculated as follows: Allowance * STD HOURS * 4.3333 / Divisor.

For hourly paid employees, the calculation is: Allowance * ACTUAL HOURS / Divisor.

Setting Up Child Allowance Data

Access the Child Allowance Data page.

Statutory Family Allowance Data

Birth Allowance Amount	The amount granted at the birth of a child.
Adoption Allowance Amount	The amount granted at the adoption of a child.
Birth Allowance % Method (birth allowance percent method)	Select Full Amount to grant the full amount at one time. Note. Global Payroll for Switzerland doesn't support the Full or None or Limited Amount methods.
CA Age Maximum 1 (child allowance age maximum 1)	Enter the age until which the amount in Child Allowance 1 is paid. For example, in Zurich 170 CHF is paid until the age of 12. PeopleSoft maintains this amount.
CA Age Maximum 2 (child allowance age maximum 2)	Enter the age until which the amount in Child Allowance 2 is paid. For example, in Zurich 195 CHF is paid until the age of 16. PeopleSoft maintains this amount.
Disabled Age Maximum	Indicates the maximum age for which allowances are paid for disabled children.
Education Age Maximum	Indicates the maximum age for which education allowances are payable.

Rates

SeqNum (sequence number)	Shows the sequence of user input of dependent data in the HR pages; for example, spouse = 1, child1 = 2.
Child Allowance 1	The numeric amount to be granted for children with an age <= CA Age Maximum 1.
Child Allowance 2	The numeric amount to be granted for children with an age <= CA Age Maximum 2.
Education Allowance	The numeric amount to be granted as the education allowance.
Currency	The currency code for the education allowance.

Logical Order of the Child Allowance Process

When processing the child allowance, the system applies the following processing logic:

Logical Order of the Child Allowance Process

Entering Family Allowance Payment Data

Access the Family Allowance page.

Family Allowance Details

Canton of Employment	Displays the canton for the employee.
Override	Select to override the employee's canton. This is necessary if the company is located in a different canton than the canton that pays the allowance.
Single Parent	Select to apply canton rules for part-time single parent workers. The system processes the proration rule according to the Canton setup table. For example, in some cantons part-time workers who are single parents are eligible for a full-time family allowance.
Reduced HH All (reduced household allowance)	This field is visible only if the Canton is Jura. If you select this check box, the employee is paid half of the Household (HH) allowance, regardless of FTE, working hours, or midperiod hire or termination. If you clear this check box, the system uses the partial month calculation for mid-period hires and terminations in addition to the calculation for part-time or hours worked.

Children

The employee's dependents or beneficiaries who are already registered appear in this group box.

Dep/Benef Name (dependent/beneficiary name)	The current number (internal) and name of the dependent or beneficiary.
Disabled	Select if the dependent or beneficiary is disabled.
Student	Select if the dependent or beneficiary is a student.
Legal End Date	The date for when benefits are scheduled to end.
Reduced End Date	The date for when benefits are scheduled to end in individual cases.
Non Resident	Select if the child lives outside of Switzerland in a country for which the allowances of the setup table keyed by CA2 apply. If this check box is selected, the system applies the Child Allowance 2 amount specified on the Child Allowance Data page.
Birth Allowance Date	Select the birthdate if birth allowance is available in the canton.
Birth Allowance Type	Select the accurate birth allowance type. Possible types are Adoption, Birth, and Voluntary.
Birth Allowance Factor	The default value is 1. In the case of multiple births (such as twins) enter a factor for each child, according to the rules of the canton.
Eligible	Select if the dependent or beneficiary has a child allowance. Used only for additional children or rows on this page; otherwise, leave this field cleared.