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HR Remuneration Configuration Guide

GSAP Configuration GuideBenefits / HR

Version 1.0

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Document InformationDocument Title GSAP Configuration Guide for Benefits in CMSADocument Subject GSAP Configuration Guide in Benefits for CMSABrief Description This document contains all the configuration steps related to the local

remunerations blueprint for CMSADocument Type Configuration ManualKeywords Configuration; HR; Remuneration; BenefitsCreate Date 4 June 2006Contact(s) Abraham GalarceAudienceDepartment Name Enterprise Applications ServicesProject Name CMSA GSAP ProjectCurrent Version Version 1.0

Revision HistoryDate Version Author Notes4 June 2006 1.0 Abraham Galarce New Document

Retention PolicyMinimum Retention Period # YearsMinimum Periodic Review Cycle # Months/YearsAd Hoc Revisions Allowed? Yes/No



Approval/Signoff HistoryNote to signatories: Placing your signature on this document indicates that you accept the contents and you agree to the implementation of documented processes.

Date Approver Name Role Signature

Distribution ListThe following persons have a stated interest in this document and should be informed of any significant changes to content.

Name Role SignatureEdgar Huerta Local HR ArchitectMarinus Brugman Global HR ArchitectAlan Peberdy Project Manager



Table of Contents Document Overview 6

Document Purpose...................................................................................6Intended Audience...................................................................................6Other Overview Headings (as required)...................................................6

1) Initial Actions 7

2) Setup and Activation in GSAP 8a) Creation of Benefit Area at CMSA....................................................8b) Creation of Benefit Plan Types (CMSA)............................................9c) Definition of Employee Groups (CMSA)..........................................10d) Definition of Document Types (CMSA)...........................................12e) Definition of Benefit Plan Status (CMSA)........................................12

3) HR Configuration 14a) Benefit Plans - CMSA.....................................................................14

i) Creation of Benefit Plan................................................................................14ii) Benefit Plans................................................................................................15

b) Coverage for Dependents Group - Benefits...................................16i) Coverage Group Definition...........................................................................16ii) Assign Dependent Types to Dependent Group.............................................17

c) Define Program Grouping - Benefits..............................................20i) Define First Program Grouping......................................................................20ii) Defines feature for Benefit Plan....................................................................20iii) Define Second Program Grouping.................................................................21iv) Defines feature for Benefit Plan....................................................................21

d) Defines Worker Claims – Benefits Grouping..................................22i) Definition of Worker Claims Grouping...........................................................22ii) Definition according to Feature.....................................................................23

e) Claims – Benefits Variant for Program...........................................24i) Claims Variant for Program...........................................................................24ii) Definition of the Claim Rule for Program.......................................................25

f) Assigns CLA payroll to Claim Variant for Program.........................26g) Defines Worker Grouping for Plan - Benefits.................................26

i) Definition of Worker Grouping for Plan..........................................................26ii) Definition according to Feature.....................................................................27

h) Defines Claim Variant for Plan - Benefits.......................................28i) Claims Program Variant.................................................................................28ii) Overview of the Claims Program Variants.....................................................30

i) Defines Claim Rule for Plan - Benefits...........................................31i) Claims Program Rule for Plan........................................................................31ii) Overview of Claims Program Rule for Plan....................................................34

j) Defines Claim Options for Plan - Benefits......................................36i) Overview of Claims Program Rule for Plan....................................................36ii) Claims program Option for Plan....................................................................36

k) Assigns Benefit Plan Attributes - Benefits......................................37i) Benefit Plan Attributes..................................................................................37ii) Benefit Plan Attributes Overview...................................................................38



4) Cross Functional Mega Process Configuration 40

Appendix A – Utilities and Applications <Optional> 41

Appendix B – Work Flows <Optional> 42



Document OverviewDocument Purpose

This document is the configuration guide for the GSAP mega-process Major Process. The intended purpose of this document is as a guide for local configuration during the realisation phase of all GSAP projects. It contains the details, rationales, and descriptions of all configuration requirements of Major Process.The document observes the following outline:

Initial ActionsAll initial steps to be undertaken at the before general configuration commences

Setup and Activation ProcedureActivation of management unit, establishment of links to associated functions, the creation of asset classes

Principal Configuration DescriptionListing of the purpose, configuration paths, and descriptions of all configuration actions for the process

Cross Functional Configuration DescriptionListing of the purpose, configuration paths, and descriptions of all cross-functional configuration actions that support the Mega Process

Appendix of Utilities and ApplicationsOptional listing and description of all utilities and applications that support the configuration process

Appendix of Flow TypesOptional listing of all essential work process flows for the mega process

Intended AudienceList and optional description of audience Local HR Architect Global HR Architect Project Manager CSC Consultants

Other Overview Headings (as required)



Initial Actions

No activities apply for the Benefits configuration.



Setup and Activation in GSAP

Creation of Benefit Area at CMSA

IMG Menu PathPersonal Management > Benefits > Basic Settings > Define Benefit Area

Transaction Code: SPRO

The benefit area shall be created before beginning the configuration with the aim of grouping all of the activities related to this area.

The benefit area table is edited, creating the CO CMSA Benefits Area.

Table: V_T5UB3



The BAREA feature is edited to determine the benefit area for workers under molga 38 Colombia and the company code 6930 in the CO benefit area.

Table: V_T5UD3

Creation of Benefit Plan Types (CMSA)

IMG Menu PathPersonal Management > Benefits > Basic Setting> Plan Attributes




The corresponding benefit plans are created for the CO benefit area.

V_T5UB1

Definition of Employee Groups (CMSA)

IMG Menu Path Personal Management > Benefits > Basic Setting> Define Employee Groupings


Employee groups are defined to establish the right to benefits.



Under Feature, the employee groups are defined according to the Employee Subgroup.



Definition of Document Types (CMSA)

IMG Menu Path Personal Management > Benefits > Plans > Flexible Spending Accounts (FSAs)


The document types to be recorded as support for reimbursements.

V_T5UDL

Definition of Benefit Plan Status (CMSA)

IMG Menu Path Personal Management > Benefits > Basic Settings > Plan Attributes


Benefit plan statuses are defined.





HR Configuration

Benefit Plans - CMSACreation of Benefit Plan

IMG Menu Path Personal Management > Benefits > Plans > Miscellaneous Plans


Benefit plans are created

V_5UBA_E



Benefit PlansThe created plans are:

Plan Desc. Plan Type StatusBEDS Achievement

Scholarship BECS AC

BEUE Excellence Univers.Scholarship

BECS AC

BEUN University Scholarship

BECS AC

EDDD Non-conv.Worker Dist.Learning

BECS AC

EDUC Univ. Education Conven Spouse

BECS AC

BETR Univer Scholarship Conven Worker

BECS AC

UNEC Convention worker School Uniform

BECA AC

BEPM Montelíbano Primary School Scholarship

BECA AC

BEPR Outside Montelíbano Primary School Scholarship

BECA AC

BESM Montelíbano Secondary School Scholarship

BECA AC

BESE Out of M/Líbano Secondary School Scholarship

BECA AC

BJKT Pre-School Scholarship

BECA AC

BFFA Relatives Death AUXI ACBMTE Maternity AUXI ACBMTR Marriage AUXI ACHESP Special Needs Child REEM ACEDDC Convention worker

Dist. LearningREEM AC

EDD1 Conv.worker Dist.Learnig 10%

REEM AC


REEM AC

TRMF Family Death Transportation

REEM AC

GMED Medical ExpensesB/tá – C/gena Dir

REEM AC



MONT Frame REEM ACLENT Lenses REEM AC

Coverage for Dependents Group - BenefitsCoverage Group Definition

IMG Menu PathPersonnel Management > Benefits > Plans > Claims


The benefit coverage groups are defined, grouping the types of Dependents according to the benefit plan needs.



V_T7XASA

Assign Dependent Types to Dependent Group



Assigns the Dependent types to the defined Dependent groups.



V_T7XASC



Define Program Grouping - BenefitsDefine First Program Grouping

IMG Menu PathPersonnel Management > Benefits > Plans > Flexible Administration > Programs




V_T5UBT

Defines feature for Benefit Plan

Define Second Program Grouping



V_T5UB9

Defines feature for Benefit Plan



Defines Worker Claims – Benefits GroupingDefinition of Worker Claims Grouping





Worker groupings are defined for claims.

V_T7XASK

Definition according to Feature

Employee groupings are determined as per Employee Group and Employee Subgroup.



Claims – Benefits Variant for ProgramClaims Variant for Program



Definition of the variant to be considered for benefit requests.



V_T7XAS3

Definition of the Claim Rule for Program

Defines the benefit plan rule.

V_T7XAS5



Assigns CLA payroll to Claim Variant for Program



Defines the CLA payrolls to be used for the benefit plans. These CLA payrolls are not configured for the CO benefit area.

V_T7XAS2

Defines Worker Grouping for Plan - BenefitsDefinition of Worker Grouping for Plan





Worker groupings are established for claims.

V_T7XASI

Definition according to Feature

Employee groupings are determined as per Employee Group and Employee Subgroup.



Defines Claim Variant for Plan - BenefitsClaims Program Variant







V_T7XAS6

Overview of the Claims Program Variants

Plan Desc. Variant Desc. Claim Grouping

BFFA Death in Family BFFA Death in Family XBMTE Maternity BMTE Maternity XBMTR Marriage BMTR Marriage XBEPM Montelíbano Primary

School Scholarship BEPM Montelíbano Primary School

Scholarship X



X



X



X

BJKT Pre-School Scholarship

BJKT Pre-School Scholarship X



X

BEDS Achievement Scholarship

BEDS Achievement Scholarship X



X



BEUE Excellence Univers.Scholarship

BEUE Excellence Univers.Scholarship X

BEUN University Scholarship

BEUN University Scholarship X

EDDD Non-conv.Worker Dist.Learning

EDDD Non-conv.Worker Dist.Learning X



X


EDD1 Conv.worker Dist.Learnig 10% X


EDD2 Conv.worker Dist.Learnig 20% X

EDDC Convention worker Dist. Learning

EDDC Convention worker Dist. Learning

X



X

HESP Special Needs Child HESP Special Needs Child XLENT Lenses LENT Lenses XMONT Frame MONT Frame XTRMF Family Death

TransportationTRMF Family Death Transportation X

Defines Claim Rule for Plan - BenefitsClaims Program Rule for Plan





Claim rules are defined.



V_T7XAS8



Overview of Claims Program Rule for Plan

In T7XAS8:Plan Type

Plan Variant Desc. Group Dep. Group

No. Freq Period EE Amt Dep. Amt EE Limit Dep. Limit % EE % Dep.

CLDCV NUMCL CLMNO CLMUN CLMAX DCLMX AMOUT DPAMT PRCNT ELPERAUXI BFFA BFFA Relatives Death DIRE TODO 1 705.000 CONV TODO 1 1.000.000 AUXI BMTE BMTE Maternity DIRE HIJO 1 339.000 CONV HIJO 1 419.904 AUXI BMTR BMTR Marriage DIRE CONY 1 1.844.000 CONV CONY 1 446.002 BECA BEPM BEPM Montelíbano Primary

School Scholarship CONV HIJO 1 1 06 Annual 285.000

BECA BEPR BEPR Outside Montelíbano

Primary School Scholarship

CONV HIJO 1 1 06 Annual 310.000

BECA BESE BESE Out of M/Líbano

Secondary School Scholarship

CONV HIJO 1 1 06 Annual 395000

BECA BESM BESM Montelíbano Secondary

School Scholarship CONV HIJO 1 1 06 Annual 365000

BECA BJKT BJKT Pre-School Scholarship CONV HIJO 1 1 06 Annual 240000 BECA UNEC UNEC Convention worker

School Uniform CONV HIJO 1 1 06 Annual 250000

BECS BEDS BEDS Achievement Scholarship CONV HIJO 2 1 06 Annual 4325000 DIRE HIJO 2 1 06 Annual 4040000 BECS BETR BETR Univer Scholarship

Conven WorkerCONV TRAB 2 1 06 Annual 1000000

BECS BEUE BEUE Excellence

Univers.ScholarshipCONV HIJO 2 1 06 Annual 5190000 5190000

DIRE HIJO 2 1 06 Annual 4897000 4897000 BECS BEUN BEUN University Scholarship CONV HIJO 2 1 06 Annual 3460000 3460000 DIRE HIJO 2 1 06 Annual 3305000 3305000 BECS EDDD EDDD Non-conv.Worker

Dist.LearningDIRE TRCY 2 1 06 Annual 905000 905000

BECS EDUC EDUC Univ. Education Conven

Spouse CONV CONY 2 1 06 Annual 1000000 1000000

REEM EDD1 EDD1 Conv.worker Dist.Learnig CONV TCHI 2 1 06 Annual 10 10



10%REEM EDD2 EDD2 Conv.worker Dist.Learnig

20%CONV TCHI 2 1 06 Annual

20 20REEM EDDC EDDC Convention worker Dist.

LearningCONV TCHI 2 1 06 Annual

80 80REEM GMED GMED Medical ExpensesB/tá –

C/gena DirDIRE TRAB 735000 735000

REEM HESP HESP Special Needs Child CONV HIJO 2 06 Annual 4000000 4000000 DIRE HIJO 1 06 Annual 3264000 3264000 REEM LENT LENT Lenses CONV TRAB DIRE TRAB 1 06 Annual 138000 138000 REEM MONT MONT Frame CONV TRAB 2 06 Annual 200000 200000 DIRE TRAB 2 06 Annual 169000 169000 REEM TRMF TRMF Family Death

TransportationCONV TODO 1

DIRE TODO 1



Defines Claim Options for Plan - BenefitsOverview of Claims Program Rule for Plan



V_74FL_CLM

Claims program Option for Plan

In V_74FL_CLM:



Plan Type

Plan Variant Plan and CLA Payroll

Option

Desc.

AUXI BFFA BFFA 4000 Aid. Death in Family AUXI BMTE BMTE 4001 Aid. Maternity/Marriage AUXI BMTR BMTR 4001 Aid. Maternity/Marriage BECA BEPM BEPM 4009 Aid Student ScholarshipBECA BEPR BEPR 4009 Aid Student ScholarshipBECA BESE BESE 4009 Aid Student ScholarshipBECA BESM BESM 4009 Aid Student ScholarshipBECA BJKT BJKT 4009 Aid Student ScholarshipBECA UNEC UNEC 4006 Aid. School UniformBECS BEDS BEDS 4009 Aid Student Scholarship BECS BETR BETR 4009 Aid Student ScholarshipBECS BEUE BEUE 4009 Aid Student Scholarship BECS BEUN BEUN 4009 Aid Student Scholarship BECS EDDD EDDD 4003 Aid. Distance EducationBECS EDUC EDUC 4009 Aid Student ScholarshipREEM EDD1 EDD1 4003 Aid. Distance EducationREEM EDD2 EDD2 4003 Aid. Distance EducationREEM EDDC EDDC 4003 Aid. Distance EducationREEM GMED GMED 4004 Aid. Medical Expense AppointmentsREEM HESP HESP 4002 Aid. Special Child REEM LENT LENT 4005 Aid. Ophthalmic REEM MONT MONT 4005 Aid. Ophthalmic REEM TRMF TRMF 4000 Aid. Death in Family

Assigns Benefit Plan Attributes - BenefitsBenefit Plan Attributes





V_T7XAS9V_74FL_CLM

Benefit Plan Attributes Overview

PLAN LEVL1 ENDDA BEGDA CLMFMBEDS 4009 31.12.9999 01.01.1900 BEDSBEPM 4009 31.12.9999 01.01.1900 BEPMBEPR 4009 31.12.9999 01.01.1900 BEPRBESE 4009 31.12.9999 01.01.1900 BESEBESM 4009 31.12.9999 01.01.1900 BESMBETR 4009 31.12.9999 01.01.1900 BETRBEUE 4009 31.12.9999 01.01.1900 BEUEBEUN 4009 31.12.9999 01.01.1900 BEUN



BFFA 4000 31.12.9999 01.01.1900 BFFABJKT 4009 31.12.9999 01.01.1900 BJKTBMTE 4001 31.12.9999 01.01.1900 BMTEBMTR 4001 31.12.9999 01.01.1900 BMTREDD1 4003 31.12.9999 01.01.1900 EDD1EDD2 4003 31.12.9999 01.01.1900 EDD2EDDC 4003 31.12.9999 01.01.1900 EDDCEDDD 4003 31.12.9999 01.01.1900 EDDDEDUC 4009 31.12.9999 01.01.1900 EDUCGMED 4004 31.12.9999 01.01.1900 GMEDHESP 4002 31.12.9999 01.01.1900 HESPLENT 4005 31.12.9999 01.01.1900 LENTMONT 4005 31.12.9999 01.01.1900 MONTTRMF 4000 31.12.9999 01.01.1900 TRMFUNEC 4006 31.12.9999 01.01.1900 UNEC



Cross Functional Mega Process Configuration

Integration between Benefits and Payroll Process

Benefits Calculation

Schema Path ZPC0 > ZPC7 > ZPC8 >> Z_BEN function

The subschema ZPC8 was created. This schema contains the call of benefit function for calculate CMSA benefits. Z_BEN payroll function is created. With country parameter equal to CO and Asset parameter equal to CMSA the payroll function calculate the allowances for CMSA according to development specification.

The payroll function is included on payroll schema.

Func. Par1 Par2 Par3 Par4 D Txt.Z_BEN CO CMSA Beneficios

El ccnómina acumula a las bases correspondientes tal como es especificado en el anexo de maestro de ccnómina.



Appendix A – Utilities and Applications <Optional>Not applicable.



Appendix B – Work Flows <Optional>Not applicable.


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