Managing PK Data

Page Name	Definition Name	Usage
Providers Page	GPCH_SI_PROVDR	Set up insurance plans and insurance status for a provider.
PK Data Page	GPCH_SI_COMPANY4	Select the PK calculation method for the company. Set up age requirements.
Pension Fund Data CHE Page	GPCH_PK_DATA	Select the PK calculation method for an employee. Maintain employee pension fund data.
BVG Limits CHE Page	GPCH_PK_LIMIT	Define BVG limits.
Bracket Data Page	GP_BRACKET_DATA	Maintain the PK provider contribution amounts in bracket CH_PI_BR001. Maintain the relationship between pension provider and Global Payroll elements in bracket CH_PK_BR005.

Whether interfacing with PEKA or calculating BVG deductions internally, you must maintain the PK within your payroll system. You'll need to check the information set up in the system to determine which employees are eligible for BVG deductions, and if those deductions will be calculated outside of the global payroll system.

To do this you will:

Use the Provider CHE page to set up PK insurance plans, and PK insurance status.
Use the PK Data page to make the company eligible for external BVG calculations or internal calculations, select the company's PK providers, and establish age limits and download file options.
Use the Pension Fund Data CHE page to make an employee eligible for external BVG calculations or internal calculations, and to select the employee's PK provider, insurance plan, and insurance status.

Note: To be eligible for external BVG calculations, the PK status for the company and the employee must be set to eligible.

If you will be calculating BVG deductions internally, you must also:

Set up deduction limits on the BVG Limits CHE page.
Maintain the PK provider contribution amounts in bracket CH_PI_BR001 using the Bracket Data page.

If you will be calculating BVG deductions externally (Swissdec), you must also map the pension provider and Global Payroll elements using the Convert PK code to PS code bracket (CH_PK_BR005).

Use the Providers page (GPCH_SI_PROVDR) to set up insurance plans and insurance status for a provider.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Social Security / Insurance > Providers CHE > Providers

Field or Control	Description
Sign File	Mandatory for all Swissdec .
Encrypt File	Mandatory for Swissdec 4.0.
Profiling	Mandatory for Swissdec 5.0.
Transmission Mode	Select either EIV or PIV as the transmission mode.
Use Distributor	Select this check box for all Swissdec XML.
PK Insurance Status and Description	Enter a 1 digit number or character to represent the status of the PK insurance plan. Then enter a description in the Description field.
PK Insurance Plan and Description	Enter a 1 or 2 digit number or character to represent the status of the PK insurance plan. Then enter a description in the Description field.
History	Enter the BVG_LPP accumulator for history earnings contributing to the calculated base.
Future	Enter the BVG_LPP accumulator for forecast earnings contributing to the calculated base.

Use the PK Data page (GPCH_SI_COMPANY4) to select the PK calculation method for the company.

Set up age requirements.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Social Security / Insurance > Company SI Contributions CHE > PK Data

The Lower Age, Upper Age for Man, and Upper Age for Woman fields are required for both internal and external BVG calculations.

Use the Pension Fund Data CHE page (GPCH_PK_DATA) to select the PK calculation method for an employee.

Maintain employee pension fund data.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Pension Information > Pension Fund Data CHE > Pension Fund Data CHE

Field or Control	Description
Valid as of	Serves as PK Entry Date, is filled by first Effdt and can be overridden if a different entry date applies.
PK Insurance ID	Enter an insurance ID or accept the default if you selected PK Insurance ID from EMPLID on the PK Data page.
PK Alternate ID	Enter a numeric ID to use when interfacing with PEKA. The system will populate this field with the Person ID if that field is numeric and less than ten digits.
PK Salary	Enter to override the yearly salary amount used to calculate the BVG contribution.

For details on the fields displayed in Mutation Data section, refer Viewing and Maintaining Source Tax Data.

Use the BVG Limits CHE page (GPCH_PK_LIMIT) to define BVG limits.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Pensions > BVG Limits CHE > BVG Limits CHE

Field or Control	Description
PK Offset Periods	The number of months of employment required for salaried employees to enroll in PK.
PK Hourly Offset Weeks	The number of weeks of employment required for hourly employees to enroll in PK.

Managing PK Data

Pages Used to Manage PK Data

PK Data Management

Providers Page

PK Data Page

Pension Fund Data CHE Page

BVG Limits CHE Page