Understanding Global Payroll for Germany

This chapter discusses:

Click to jump to parent topicGlobal Payroll for Germany

Global Payroll for Germany is a country extension of the core Global Payroll application. It provides the payroll rules and elements needed to run a German payroll.

Click to jump to parent topicDelivered Elements

This section discusses:

Note. Global Payroll defines each business process for Germany in terms of delivered elements, rules pages, and reports. Some of these elements and rules are specifically designed to meet legal requirements, while others support common or customary payroll practices.

Click to jump to top of pageClick to jump to parent topicDelivered Element Creation

All of the elements and rules delivered as part of your country extension were created using the core application, the same application you use to create additional elements or rules and to configure existing elements delivered as part of your Global Payroll system. Because the tools needed to redefine or create new payroll elements are fully documented in the core application PeopleBook, we do not reproduce that information here. Instead, we briefly review the relationship between the core application that contains the tools you need to define your own elements and rules, and the country extensions that contain country-specific rules and elements defined by PeopleSoft.

The core application has the following characteristics:

Country extensions have the following characteristics:

See Also

Viewing Delivered Elements

Click to jump to top of pageClick to jump to parent topicElement Ownership and Maintenance

The delivered elements and rules of your Global Payroll country extension can be classified based on whether they are owned and maintained by the customer or by PeopleSoft. Some elements and rules are maintained exclusively by PeopleSoft and cannot be modified or reconfigured, while others can be configured to meet requirements unique to your organization.

Global Payroll has the following five categories of element ownership:

PS Delivered/Maintained (PeopleSoft delivered/maintained)

Elements delivered and maintained on an ongoing basis by PeopleSoft.

PS Delivered/Not Maintained (PeopleSoft delivered/not maintained)

Elements delivered by PeopleSoft that the customer must maintain. This category consists primarily of either customary (non-statutory) rules or statutory elements that customers may want to define according to a different interpretation of the rules. Although PeopleSoft may occasionally update elements defined as PS Delivered/Not Maintained, you are not required to apply these updates.

Customer Maintained

Elements created and maintained by your organization. PeopleSoft does not deliver rules defined as Customer Maintained.

PS Delivered/Customer Modified (PeopleSoft delivered/customer maintained)

Elements that were originally PS Delivered/Maintained elements over which the customer has decided to take control (this change is irreversible).

PS Delivered/ Maintained/ Secure (PeopleSoft delivered/maintained/secure)

Delivered elements that the customer can never modify or control.

See Also

Defining Element Names

Click to jump to parent topicElement Naming

This section discusses:

Note. Understanding the naming convention developed for PeopleSoft-delivered elements can help you determine how an element is used, the element type, and even the functional area it serves. PeopleSoft applications use specific naming conventions that are described in this section, such as supporting element, primary element and component name.

Supporting Elements

Global Payroll for Germany uses the naming convention DE FF NAME for arrays, brackets, counts, dates, durations, formulas, rate codes, variables, historical rules, fictitious calculation rules, proration rules, rounding rules, accumulators, sections, element groups, and generation control conditions. Following is an explanation of the components of the naming convention:

DE

Functional area code.

FF

Type of supporting element.

NAME

The description of the element.

For example, DE_TX_LSTYY is the formula that calculates the annualized tax according to the published flowchart.

Primary Elements

Global Payroll for Germany does not use type codes in primary element names. Global Payroll for Germany uses the naming convention FF NAME for earnings and deductions elements, which are primarily elements.

DE

Functional area code.

FF

Type of supporting element.

NAME

The description of the element.

For example, DE_TX_0003C is the estimated yearly income for regular bonus taxation.

Component Names (Suffixes)

When you create an earning or deduction element in Global Payroll, you must define the components that make up the element, such as base, rate, unit, and percentage. The system automatically generates the components and accumulators for the element based on the calculation rule or accumulator periods. The system also names the components and accumulators by appending a suffix to the element's name.

For example, you define the earning element named EARN1 with the calculation rule EARN1 = Rate × Unit. The system automatically creates two additional elements for the components in the calculation rule: a rate element called EARN1_RATE and a unit element called EARN1_UNIT.

In Global Payroll for Germany, all suffixes fall into one of the following types:

See Also

Defining Earning and Deduction Elements

Click to jump to top of pageClick to jump to parent topicFunctional Area Codes for Germany

This table contains the functional area codes used in the names of German elements:

Functional Area Code

Description

A1

Level 1 statutory accumulators.

A2

Level 2 statutory accumulators.

A3

Level 3 statutory accumulators.

AB

Absences.

AL

General elements.

AZ

Old-age part time.

BK

Bank transfer accumulators.

BV

BVV pension funds.

CC

Company car taxation.

DD

Deductions.

DV

DEUEV elements.

EM

Error processing.

ER

Earnings.

FL

Flexible worktime.

GR

Garnishments.

KU

KUG (short time work).

MT

Maternity.

OT

3b calculation.

RC

Rate code elements.

RP

Pay balance accumulators / Writable arrays.

SF

SFN premium calculation.

SI

Social insurance.

TX

Tax.

WR

Writable arrays.

Click to jump to top of pageClick to jump to parent topicElement Type Codes (PIN_TYPE)

This table contains codes for all the element types. Because not all element types are delivered for Germany, not all of these codes appear in the names of German elements.

Element Type Code

Description

AE

Absence Entitlement.

AT

Absence Take.

AC

Accumulator.

AR

Array.

AA

Auto Assigned.

BR

Bracket.

CT

Count.

DT

Date.

DD

Deduction.

DR

Duration.

ER

Earnings.

EG

Element Group.

EM

Error Message.

FC

Fictitious Calculation.

FM

Formula.

GC

Generation Control.

HC

Historical Rule.

PP

Previous Period Rule.

PR

Process.

PO

Proration Rule.

RC

Rate Code.

RR

Rounding Rule.

SE

Section.

SY

System Element.

VR

Variable.

Click to jump to top of pageClick to jump to parent topicSuffixes for Germany

Global Payroll for Germany uses the default core Global Payroll suffixes.

See Also

Defining Suffixes

Click to jump to parent topicDelivered Elements for Germany

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

See Also

Understanding How to View Delivered Elements

Click to jump to parent topicArchiving Data for Global Payroll for Germany

PeopleSoft Global Payroll for Germany generates a large amount of result data. This data often needs to be maintained for audit or regulatory purposes. To keep the amount of stored data manageable, you should periodically archive it. PeopleSoft PeopleTools delivers an archiving tool called the Data Archive Manager. To aid you in archiving your result data using the Data Archive Manager, PeopleSoft Global Payroll for Germany delivers a predefined archive object (GPDE_RSLT_ARCHIVE) and an archive template (GPDERSLT). The delivered archive template uses queries that select data by calendar group ID (CAL_RUN_ID field). The calendar group ID can be used to archive single or multiple calendar group data.

The archiving function captures data from the calculation, banking, general ledger, and other post processing tables. This table lists the result tables that are archived for Global Payroll for Germany:

Result Record Type

Record Archived

Calculation (Writable Array)

GPDE_BV_RP

Calculation (Writable Array)

GPDE_GR_RSLT_WA

Calculation (Writable Array)

GPDE_RP_0001

Calculation (Writable Array)

GPDE_RP_0002

Calculation (Writable Array)

GPDE_RP_0003

Calculation (Writable Array)

GPDE_RP_AZ01

Calculation (Writable Array)

GPDE_RP_FL01

Calculation (Writable Array)

GPDE_RP_SI01

Banking

GPDE_BK_XFER_EE

General Ledger

None

Other Post Processing

None

Note. Please use extreme caution when making changes to delivered archive objects, queries, or templates. Any modifications can result in the loss of important data.

See Archiving Data.