The purpose of this Wiki is to understand the YTD values as calculated in GPENS table for an employee in payroll, which is done based on the table T5G31, I.E. Pension year start date-P08_PDATE.
To know more about this behavior, we must first review the necessary information, and then know how to reproduce it. After reading this article you will be able to identify the whole concept.
1. Obtaining the necessary information:
Hire an employee from 01.04.2014, with Infotype 0069 NI category as D and also maintain infotype 0071 as X02, COSRS pension scheme EFFECTIVE the same date.
Execute the payroll for periods April 2014, May 2014, June 2014, and check the YTD values for the Employee Pension contribution.
Payroll processed for April 2014. PENS table has the following values under employee contribution for 01.2014
Payroll processed for May 2014. PENS table has the following values under employee contribution for 02.2014
Payroll processed for June 2014. PENS table has the following values under employee contribution for 03.2014
As can be seen above the value under EE contributions is cumulated afresh from this period, i.e. June 2014.
This is done as per Pension Year Start date, i.e. DD.MM as maintained in T5G31; in this case for X02 we have 01.06.1900
Therefore going forward the cumulated YTD figures under PENS table for this employee for period end date March 2015 , pension scheme x02, will be for 10 months and not 12 months.
Here the pension contribution YTD is 409.91 GBP X 10 = 4099.10 GBP (June 2014 to March 2014)