Defining an Employee's Family Information

Procedure

  1. Choose Human Resources ® Personnel management ® Administration ® HR Master Data ® Maintain.
  2. Enter the employee’s personnel number.
  3. Enter Infotype 0148 and an appropriate subtype.
  4. Choose Create.
  5. Enter the date when the family data becomes valid.
  6. If you entered child (subtype =2), enter the object type.
  7. Enter the family name and other details, as appropriate.
  8. Enter the relevant indicators for family dependency information from the following list:
  9. – Dependent

    – Live with

    – Handicap

    – Old person

    For possible entries, refer to the table view Amount of Family Dependent Tax.

  10. To specify the family circumstances for Year-End Adjustment (YEA), enter the following indicators:
  11. – YEA dependency indicator:

    Use this indicator, when an employee's family member dies or leaves the country, to indicate if this event needs to be considered in YEA.

    – Reason:

    When you enter Yes in the YEA indicator, enter the reason here. Use the following codes:

    01 for non-resident

    02 deceased

    These reason codes are reserved by the system and cannot be changed.

    When a change in family circumstances occurs, a record is created with immediate effect. However, you must enter the corresponding indicator and change the end date manually in the case of a family death or divorce. If you do not do this, the family data ends on the same date as it was created.

  12. When the employee is eligible for family allowance, enter Yes in the family allowance indicator of dependency indicators.
  13. Save the entries.

Result

Family data is created for the employee.

See also:

Adding an Employee’s Spouse Information: An Example

Changing an Employee’s Dependency Information for Monthly Payroll: An Example