Managing BVG Deductions

This chapter provides an overview of BVG functionality and discusses how to:

Set up BVG data.
Exchange pension data with PEKA.

Understanding BVG Calculations

Global Payroll for Switzerland provides you with two ways of calculating BVG deductions, externally and internally. Both methods require you to maintain PK data within the payroll system.

External Calculations

The Global Payroll for Switzerland BVG calculation feature enables you to interface solely with the PEKA pension software from AG Büro 70. The process described below is designed for interacting with PEKA. To calculate BVG deductions externally, you must complete these steps:

Indicate that the BVG deductions will be calculated externally by selecting Eligible in the PK Status field on the both Company SI Contributions — PK Data page and the Pension Fund Data page.
Run a payroll.

Note. The system will only calculated BVG deductions for employers included in this pay run.
Run the Pension Interface Download process from the BVG Download page.

This process will extract the relevant personal, job, and dependent data from the global payroll system using the PK data writable array (GPCH_RP_PK11). An Application Engine then packages this information into an ASCII file and populates the download staging table (GPCH_RP_PK12).
View the outgoing data on the Outbound Pension Data page.
Send the ASCII file to PEKA, the solution from AG Bϋro 70.
Retrieve the calculated contributions from PEKA.
Run the Pension Interface Upload process from the BVG Upload page.

This process will extract the data from the ASCII file to a BVG process table.
View the incoming data on the Inbound Pension Data page.
Run the payroll. The payroll process now includes the BVG deductions.

Internal Calculations

To calculate BVG deductions internally, you must complete these steps:

Indicate that the BVG deductions will be calculated internally by selecting Calculate or Eligible in the PK Status field on the both Company SI Contributions — PK Data page and the Pension Fund Data page.
Set up your specific rules, valid rates and provider in brackets CH_PI_BR001 and CH_PI_BR002.
Run a payroll.

Included in the delivered payroll process is section CH_PI_S1000, which will calculate the BVG deductions.

The payroll process populates a writable array containing all the BVG data to be downloaded. This writable array contains a row for payees with information to be sent to the provider.

Note. The system will only calculated BVG deductions for employees included in this pay run.

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 8.9 PeopleBook.

Managing PK Data

This section provides an overview of PK data and explains how to set up:

BVG limits.
Insurance providers.
Company SI contributions.
Employee pension fund data.

Managing PK Data

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 Company SI Contribution — 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 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 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, you must also map the pension provider and Global Payroll elements using the Convert PK code to PS code bracket (CH_PK_BR005).

Pages Used to Manage PK Data

Page Name	Object Name	Navigation	Usage
Providers	GPCH_SI_PROVDR	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Providers CHE	Set up insurance plans and insurance status for a provider.
PK Data	GPCH_SI_COMPANY4	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Company SI Contributions CHE, PK Data	Select the PK calculation method for the company. Set up age requirements.
Pension Fund Data	GPCH_PK_DATA	Global Payroll & Absence Mgmt, Payee Data, Pension Information, Pension Fund Data CHE	Select the PK calculation method for an employee. Maintain employee pension fund data.
BVG Limits	GPCH_PK_LIMIT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Pensions, BVG Limits CHE	Define BVG limits.
Bracket Data	GP_BRACKET_DATA	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Elements, Supporting Elements, 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.

Setting UP PK Insurance Plans

Access the Providers page.

Enter a PK Insurance Plan and a PK Insurance Status.

Entering PK Age Limits

Access the PK Data page.

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

PK Insurance ID from EMPLID

Select this option to populate the PK Insurance ID field on the Pension Fund Data page with the employee's Person ID.

Retro

Select this option to apply changes retroactively. If you select this option, the system will review data from previous segments. If you do not select this option, changes, like a salary change, are only applied to the current month.

If you select this option, the system will download previous salary changes using the effective date of the salary change. If you do not select this option, the system would report the salary change as of the month of the PK download.

Full Delta

Select this option to extract rows to the download file for all employees.

If this option is not selected, the system includes only the delta rows in the downloaded file.

Maintaining Employee Pension Fund Data

Access the Pension Fund Data page.

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.

Defining BVG Limits

Access the BVG Limits page.

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.

Exchanging Pension Data with PEKA

This section discusses how to:

Download BVG Data.
Upload BVG Data.
View inbound pension data.

Pages Used to Exchange Pension Data with PEKA

Page Name	Object Name	Navigation	Usage
BVG Download	GPCH_RC_PK01	Global Payroll & Absence Mgmt, Pension, Pension Interface Download BVG, BVG Download	Run the Pension Interface Download process.
Personal Information	GPCH_PK_OUTDATA1	Global Payroll & Absence Mgmt, Pension, Outbound Pension Data CHE, Personal Information	View the personal information created by the Pension Interface Download process.
Job Information	GPCH_PK_OUTDATA2	Global Payroll & Absence Mgmt, Pension, Outbound Pension Data CHE, Job Information	View the job information created by the Pension Interface Download process.
PK Information	GPCH_PK_OUTDATA3	Global Payroll & Absence Mgmt, Pension, Outbound Pension Data CHE, PK Information	View the PK information created by the Pension Interface Download process.
BVG Upload	GPCH_RC_PK02	Global Payroll & Absence Mgmt, Pension, Pension Interface Upload BVG, BVG Upload	Run the Pension Interface Upload process.
Inbound Pension Data	GPCH_PK_INDATA	Global Payroll & Absence Mgmt, Pension, Inbound Pension Data CHE	View data created by the Pension Interface Upload process.

Downloading BVG Data

Access the BVG Download page.

Calendar Group ID

Enter the calendar group ID. If the download process has previously been run for this calendar group, the history appears in the BVG Download Process History group box.

Message

Displays the status for the selected Calendar Group ID.

Processing Phases and Options

Test	Select to extract data from the writable array and prepare a test file for the external calculation. This action will not update the process history. Use this option to test the preparation of the file.
Calculate	Select to extract data from the writable array, prepare a test file for the external calculation, and update the process history. Use this option to send the data to the external provider and record the data sent.
Cancel	Select to cancel the last Calculate.
Finalize	Select to finalize the extraction for a processed Calendar Run ID. If the Calendar Group was finalized, the fields in the group box will not be available.

Uploading BVG Data

Access the BVG Upload page.

Viewing Inbound Pension Data

Access the Inbound Pens Data page.

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.

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.

Calendar Group ID	Enter the calendar group ID. If the download process has previously been run for this calendar group, the history appears in the BVG Download Process History group box.
Message	Displays the status for the selected Calendar Group ID.