Paid Family and Medical Leave
source link: https://community.sap.com/t5/enterprise-resource-planning-blogs-by-sap/paid-family-and-medical-leave/ba-p/13403199
Go to the source link to view the article. You can view the picture content, updated content and better typesetting reading experience. If the link is broken, please click the button below to view the snapshot at that time.
This is blog to discuss Paid Family and Medical Leave for U.S. If you have any questions about PFML you can post it here. This blog will be updated with tips, best practices and, SAP Notes related to this subject.
Notes for State of Washington:
2722361 - BSI: Tax Types 098 to 103 (Washington Paid Family and Medical Leave)
2723165 - BSI: Tax Types 098 to 103 (Washington Paid Family and Medical Leave) [CE]
2732298 - Prerequiste objects for SAP Note 2731200
2731200 - BSI – Change BTX screens due to 3-digits Tax Type change
2724688 - TAX: Changes in Payroll Driver log and Sync Tax Data due to 3-digit Tax Type enablement
2736529 - TAX: Incorrect cumulation of YTD amounts for tax types 100 and above
2737921 - TAX: Washington Paid Family Leave not calculated correctly when the employee is not resident in WA
2736319 - TAX: Virtual Tax Types 888 and 999 are not restricted to WA
2740042 - TAX: Adjustments to the WA Paid Family and Medical Leave calculation
2740876 - TAX: Prerequisite objects for SAP Note 2740042
2749956 - TAX: Wage type /T6Z is not sent as year-to-date wages to TaxFactory
2751080 - TAX: Non-taken tax for Tax Type 87 for Washington (WA) is being refunded
2768221 - TAX: Incorrect WA PFML in case of payroll results before SAP Note 2740042
2777590 - BSI: Sync. Payroll Tax Data displays PAL error for TUB 162
2768221 - TAX: Prerequisites for SAP Note 2788251
2788251 - TAX: Configuration for WA PFML wage types for Concurrent Employment [CE]
2788717 - TAX: Corrections to WA PFML 999 Tax Type for CE and Posting
2775430 - TAX: Changes to WA PFML calculation to allow self-adjustment
2790914 – TAX: Washington Paid Family and Medical Leave (WA PFML) solution – FAQ
Notes for Commonwealth of Massachusetts:
2788251 - TAX: Configuration for WA PFML wage types for Concurrent Employment [CE]
2751080 - TAX: Non-taken tax for Tax Type 87 for Washington (WA) is being refunded
2740042 - TAX: Adjustments to the WA Paid Family and Medical Leave calculation
2775430 - TAX: Changes to WA PFML calculation to allow self-adjustment.
TUB 166 is required for Commonwealth of Massachusetts, after the TUB you need to run the Synchronization tool and adjust the tax model.
If you have applied the Support Package that contain these note and cannot see the new wages type, the reason is these changes are delivered in client 000, you should transport the changes to the other working clients, the wiki page has instructions in how to do it.
After the transport you need to adjust the Tax Model to include the wage types that your company need to pay.
You must run the Synchronization Tool.
Regards,
Graziela
- SAP Managed Tags:
- HCM Payroll USA
01-28-2019 7:25 PM
I will go first. But mine is not directly related to the PFML but relating to the tax types When the tax types got extended beyond the two digit code, there were several notes released to accommodate the three digit tax types. However there is one area that requires to be addressed - in the BTXRATE maintenance screen (via SM30), the tax type field needs to be extended to accommodate the three digit field. Not sure why it wasnt done. Not a big deal but it doesn't display well.
Thanks
Chandra
01-29-2019 10:18 AM
I hope so! So we can keep the assumptions separetelly is easier to manage.
I tested this in my internal system and this is being displayed correct.
As per my search this have been delivered in SAP note:
2731200 - BSI - Change BTX screens due to 3-digits Tax Type change
Do you have this note in your system?
Thanks and regards,
01-29-2019 2:55 PM
Thanks Graziela, Yes, we have that note in our system. The issue is with the screen field in the baxrate table, even though the underlying tables may have been adjusted to accommodate the three digit TT, the on-screen field needs to be enlarged a bit. I have attached a screenshot of it (not sure if the image attachment works but have tried to attach one).
Thanks
Chandra
01-29-2019 4:43 PM
Yes, this is correct in my internal system.
Could you check in the log of report NOTE_2732298 there is any error?
thanks,
Graziela
01-29-2019 6:56 PM
Let me know if these are causing that issue..
Thanks
Chandra
01-30-2019 6:46 PM
is there any issue with retro? for WA employees system doesn't calculate the retro taxes.
System calculate the taxes correctly for current pay period, issue is only with retro taxes?
we have just implemented following notes with all other notes ....
2740042 – TAX: Adjustments to the WA Paid Family and Medical Leave calculation
2740876 – TAX: Prerequisite objects for SAP Note 2740042
Regards,
Faisal
01-30-2019 6:49 PM
This need to be analysed in your system.
Regards,
Graziela
01-30-2019 6:50 PM
Do you see /N wage types being created? I tested this in my internal system after these notes and I could see /N.
Thanks,
Graziela
01-31-2019 9:04 PM
We also have an issue with the retro. It has something to do with the ER tax being self adjusting and the EE taxes going to /Nxx's. When the current period is calculated the ER tax adjusted in the prior period is deducted from the total family and medical leave for the current period and that amount is split to calculate the current periods PF and Medical leave, thus causing the amount in the current period to be lower than expected.
Averil
01-31-2019 9:10 PM
Do we have any SAP Note available for the FML tax waiver for NY? Please see below.
Thanks in advance
Madhu
02-01-2019 12:02 AM
In our case we are using the following Wagetypes for Processing -
/487 - EMPLOYEE FAMILY LEAVE INSURANCE TAX
/499 - EE MEDICAL LEAVE INSURANCE TAX
/4A0 - ER MEDICAL LEAVE INSURANCE TAX
Can you please advise.
thanks
Anand
02-01-2019 10:54 AM
As far as I know, there is a change in TUB 158.
Did you have it?
Regards,
Graziela
02-05-2019 6:32 PM
02-05-2019 7:52 PM
This depends on your Business. I believe this should be the same that you have for the other taxes.
Regards,
Graziela
02-05-2019 8:01 PM
The following KBA has some information:
2646985 - FAQ - Paid Family Medical Leave in USA
Regards,
Graziela
02-05-2019 10:57 PM
Thanks
Chandra
02-05-2019 11:00 PM
Thanks
Chandra
02-08-2019 5:54 PM
I have contacted developers and the note delivers the change in the dynpro. Once you apply the SP that contains the note this will be fixed.
We tested applying the note and this should be analysed by the upgrade colleagues, to see why the SNOTE is not changing the lenght.
Regards,
Graziela
02-08-2019 5:56 PM
TUB 158 contains some changes to WA PFML, mainly for the companies who uses Gross-up this should be implemented.
Regards,
Graziela
02-13-2019 7:45 PM
Before implementation below mentioned Notes we had issue of meeting SS Max Cap when ran payroll for next month
for example
if Employee have wages more than 132900 in month of Jan 2019 PFML work fine and calculate correct and meet SS Max Cap
but for Feb 2019 Payroll it still calculating PFML and ignoring MAX Cap
After implementing Notes below Notes
2737549: TAX: Reduced Withholding Formula for Missouri (Formula 3), effective Januar
2740042: TAX: Adjustments to the WA Paid Family and Medical Leave calculation
2740876: TAX: Prerequisite objects for SAP Note 2740042
2751080: TAX: Non-taken tax for Tax Type 87 for Washington (WA) is being refunded
After ran force retro Payroll CE Driver we are experiencing refund of PFML WA deduction in PP 02 for all employees it look like a bug
But good part is that it is not calculating for employee who met SS Wages limit of 132900 in PP02, so above mentioned issue was resolved, but new issue it refunding for all employees in PP02
let me know some one have same issue or we need to create ticket for SAP
Thanks,
Ali
02-14-2019 5:15 PM
Could you open an incident? Refer to my name and I will check.
Regards,
Graziela
02-15-2019 3:01 PM
Our payroll coordinator in WA brought to our attention that we should not be retro-ing the WA Paid Family and Medical Leave for periods we did not withhold these taxes. If payroll retroes it automatically tries to calculate these taxes. We can't turn off the retro as sometimes we need payroll to retro. How is SAP handling this? What is the best way to refund the employees the retroed amount? IT 221??
From the WA website
https://paidleave.wa.gov/employers#helpcat55
If you did not start collecting premiums from employees on Jan. 1, there is no penalty and you can begin withholding at any time provided you give your employees notice one pay period in advance. However, you cannot retroactively withhold premiums from employees, and you will be responsible for paying any missed premiums on their behalf. You should not remit your premiums to the Employment Security Department until quarterly reports are due this spring. If you remit now, we will issue a refund and you will need to remit again when you report.
Thanks!
Averil
02-15-2019 6:41 PM
Did anyone face the same issue ?
Could see - aliakber & chandramouly.veeramony2
talked about the same issue .. - did it get resolved for you?
please advise.. thanks
regards
Anand
02-15-2019 9:31 PM
Let me check with my ABAP engineers.
Thanks
Chandra
02-19-2019 6:16 AM
Yes my client had same issue, and we got resolved by reconcile and shuffle wage types and assign processing class 71 / 0 for PFMLA illegible wages and other wage types to different PC 71/ 1
Take extras caution and do testing, so it should not impact any other tax and withholding calculation
Thanks
Ali
02-19-2019 10:32 PM
In my test with the Support Package the issue is solved. The note number is 2731200 (BSI - Change BTX screens due to 3-digits Tax Type change).
This note delivers the change in the view.
Regards,
Graziela
02-19-2019 10:35 PM
Once there is a tax calculation, IT0221 should be used.
Regards,
Graziela
02-20-2019 3:32 PM
We have an issue with the Washington Paid Family & Medical Leave Calculation.
We are exempt from paying any employer related tax as we are under the number of employees required.
We have set the correct formulas for the tax types to be exempt.
We are seeing that for the employee taxes (TT087 & TT099) as we move through pay cycles that the tax is escalating. I have reported this to BSI but they say the calculation is correct by the formula. I believe the formula is in error.
Please see attached (Pay Period 1-4) test case in development system. We are up to TUB 158 and have installed the most recent Notes: (2740876 & 2740042)
Any Advice?
Thanks,
Greg
02-20-2019 5:26 PM
I can have that Note installed but we are not seeing the /T4Z or /T6Z created in a retro calculation after Note 2740042 was applied?
Greg
02-25-2019 4:34 PM
I dont know if any anybody else has this scenario, but we have a question about the /N wage types being generated when doing the retros. Initially you suggested for us to change the standard operation operation UTPRI parameter from Uncapped to Capped. With this change we are able to see that /N87 & /N99 wage types are being generated, this is due to the UTPRI operation is processing the tax priorities using the the EE tax originally deducted instead of using the the Total Gross as it did before. This solution is working fine for the WA employees for the WA PFL, but is also affecting the employees from other states. For example, we have an employee who was working in the state of OH during the period 01-2019 and has payroll results in this period. Then, before executing the period 02-2019 the employee work state was change from OH to MO all the way back to the period 01-2019. When executing the period 02-2019 with a forced retro to the period 01-2019, a /N01 wage type was generated with a difference of the tax amount withheld in OH during period 01-2019 and the tax amount withheld for MO when the system did the retro.
We just want to know if the SAP final solution is to change the UTPRI parameter from Uncapped to Capped even if is going to affect the other states taxes calculation while doing retro-accounting. The UTPRI standard function uses the Uncapped parameter 'U', and we are concern that making this change is affecting the standard operation functionality we initially had in place.
Thanks,
Santhiel
02-25-2019 8:36 PM
Lets make this clear. UTPRI capped or uncapped both are standard, if you go to PE04 transaction and select UTPRI payroll function, you can find the documentation that explains this functionality. This is avalailble for a long time in SAP and this is not just related to WA PFML.
Using uncapped or capped is a business decision. For any tax if there is uncolleted amount the system will generate /N when you if you use the option Capped. If you use uncapped the system will adjust the taxes wtithout creating /N. In any scenarios for WA PFML, you will have to make adjusting in case of retro, using IT0221.
Regards,
Graziela
02-25-2019 8:57 PM
Thanks for the comments Graziela.
Initially when we had the UTPRI with the Uncapped parameter in our system, the /N87 & /N99 was not being generated, therefore you suggested for us to use the Capped parameter. Uncapped = Use EE Total Gross & Capped = Use EE Tax originally deducted.
By us making the suggested change, is allowing us to see the /N for the WA PFL when retro, this is fine. But we did the change because we had payroll results for several periods in 2019 before we moved any of the WA PFL notes, and we had to forced retro in order to collect the EE uncollected tax amounts. But now with this change to the UTPRI, when we process a Regular Payroll run with retro, it will prioritize the taxes based on the EE Taxes originally deducted, instead of prioritizing based on the EE Total Gross.
Before the WA PFL notes were released, we didn’t have the necessity to change the UTPRI, this was changed because you told us to. I was just wondering if SAP has a proper standard solution where it does not involve making the change to the UTPRI function.
Even thought you are saying this is a business decision, you suggested us to make the change in order to have the solution working for /N wage types, but this change is affecting other states.
Please let me know. Thanks much for all the support. I greatly appreciated.
Santhiel
02-25-2019 9:01 PM
If you wish the taxes will be generated /487 and /499 in retro and you just need to adjust the taxes using IT0221, instead of using /N.
Regards,
Graziela
02-27-2019 4:25 PM
02-28-2019 2:13 PM
#1 - Is there any long term solution or enhancement SAP has in mind which would allow customers to configure prior period WA PFL to automatically generate /NXX and still keep UTPRI as UNCAPPED?
#2 - In the scenario you described, it seems that the customer must violate the law or I am not understanding. If we set the system to UNCAPPED, and an employee is retroactively switched to WA, the system would automatically create the /487 and /499 to deduct for the prior period(s). Thus, it seems we have violated the law, which specifically says employers cannot deduct from periods that were missed.
Then, we recover by creating an IT 221 to refund the /487 and /499 taxes for the previous period (s) to the employee in a subsequent paycheck.
By definition, it seems that we are forced to violate the law and perform manual steps if we want our system's WA PFL to comply with the statute.
Am I missing something?
Thanks so much for sponsoring this interactive site -- really appreciate it!
03-01-2019 4:55 PM
What wage types should we use on the IT0221 if we have to create them? Typically we would only use the /487, /787 etc, but now all these new wage types exist and have some part in the calculation. Should we use any of the new wage types on the IT0221 so that the totals are updated correctly and if so which ones?
Thanks!
03-01-2019 10:22 PM
Thanks
Ali
03-04-2019 7:13 PM
Do you have any idea, if SAP going to provide report for filing PFML wages to WA state? or we have to build our self?
Thanks
Ali Kazmi
03-07-2019 4:07 PM
So far we implemented tubs till 156. Earlier my company decided not to have WA PFML. Hence we didn't implement any of the notes related to it. Now my company wants WA PFML. Now I have a few queries.
- After applying all the notes listed above do I still have to run the sync to reflect PFL changes if any? Or implementing the notes solve the purpose?
- I noticed tubs 158 have some changes related to WA PFL. So we should have WA PFL prior to tubs 158 for the changes to reflect. Kindly confirm.
- After implementing the notes do I have to configure anything in BSI tax factory?
Thanks..
03-07-2019 4:18 PM
This depends of the wage types you use. Some companies don´t use tax type 100.
You need to remove the ones related to the employee and include the one related to the employer.
Regards,
Graziela
03-07-2019 4:26 PM
1) You can use UTPRI CAPPED or UNCAPPED, there isn´t an option in the standard to use just for one tax type. There is a detailed explanation in PE04 transaction.
2) You can select the start date of the tax model just the date you start effectively to collect these tax types. With this the system will not send to BSI the tax types and there isn´t any issue with the retro. You just need to collect the employer taxes using the adjustment.
3) You can create a rule in payroll, to control if there is any retro, if so change the employee taxes to employer taxes.
4) You can create the adjustment in the same period, you don´t need to wait for the next period.
5) ASUG is also an option to request a different approach. So the SAP Product Manager can evaluate the change in standard system.
6) There are some other solutions, as Ali mentioned using IT0235 for that period.
I´m glad to help with the blog. 😉
Regards,
Graziela
03-07-2019 4:27 PM
There isn´t plans to deliver this report. I have contacted the Product Manager to confirm this.
Regards,
Graziela
03-07-2019 4:28 PM
Thank you for the suggestion. This is really helpful.
Regards,
Graziela
03-07-2019 4:30 PM
1) You must run the Sync tool after the notes.
2) TUB 158 has some important changes, so it´s recommended to apply it.
3) In BSI side you don´t need to customize, just apply the TUB and update the cyclic. You need to customize the tax model in SAP side, to send the new tax types in the BSI script.
Regards,
Graziela
03-07-2019 4:40 PM
Many thanks for the quick revert!
1) You must run the Sync tool after the notes. - As we ran tubs till 156, so once we implement the notes we have to run the sync tool from 153 to 156 including cyclic?
3) In BSI side you don´t need to customize, just apply the TUB and update the cyclic. You need to customize the tax model in SAP side, to send the new tax types in the BSI script. - Do we have any documentation for the changes to apply in tax models? If not could you please guide what to include in the tax models for WA PFL.
Thanks..
03-07-2019 8:18 PM
I'm not sure I understand that answer. We are using tax types 87, 99 and 100 for the payroll process. Why would we remove the employee tax types if we are doing the IT0221 to update the employee year to date monies? The main answer I was looking for is - which if any of these new wage types that has been created (/4zz, /6zz, /T4z, /T6z, etc) do we need to add to the IT0221? Do any of these need to be added in order to keep the YTD amounts in sync within the payroll results and for the BSI interface?
Thanks!
03-08-2019 5:21 PM
I have created incident with SAP
140084 / 2019 Paid Family Leave EE and Employer reverse payment after meeting SS cap in next payroll
Thanks
Ali
- Previous
- Next
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Recommend
-
8
Dreamforce 2021 - how Connecticut scaled up a new Paid Family Leave scheme during COVID-19
-
6
Sammy Recharge days, global holidays, and unlimited PTO: How we approach paid leave at DigitalOceanPosted 2022-02-09 in
-
6
Why Paid Sick Leave Is EssentialPaid sick leave protects businesses, health care, and the publicPhoto Credit: Polina Tankilevitch / PexelsAwards for “Perfect attendance...
-
7
Supporting the Whole Family: Why Paternity Leave is Just as Important as Maternity Leave Several weeks ago, my co-Managing Partner,
-
4
How to get Google Maps alerts when friends or family leave or arrive somewhere September 16, 2022...
-
7
Arlo is now protecting residents when they leave their residenceArlo is now protecting residents when they leave their residence / The new Arlo Safe service is the latest family tracking and safety solution t...
-
8
‘I’m an additional paid family member’: The life of a 27-year-old house manager who makes $45K a yearTrey WilliamsSun, October 30, 2022, 9:30 PM·8 min read
-
5
Leave your family informedSort by: Hey everyone, I'm excited to share Backup Diary with you! It's a simple and secure way to write important notes for your loved ones in case something unexpected happens. Most o...
-
9
TechGoogle nixes paying out remainder of maternity and medical leave for laid-off em...
-
6
Leaving a job can be an exciting but also challenging time. Amidst the flurry of tasks and emotions, it’s essential to ensure that you understand your rights and entitlements regarding payment. In this article, we will explore the various aspects...
About Joyk
Aggregate valuable and interesting links.
Joyk means Joy of geeK