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SAP Human Capital Management         Time Recording using CATS
Objective To gain understanding of the key business process of the Cross  Application Time Sheet. To gain understanding ...
Agenda►CATS - Introduction   CATS - When and Why      CATS - Basics            CATS - Pre-Requisites                 CATS ...
Introduction    WHAT IS IT            •Better Known as CATS and formally named as Cross              application time shee...
Agenda►CATS - Introduction   ► CATS - When and Why      CATS - Basics            CATS - Pre-Requisites                 CAT...
When & Why..……CATS ! • When it is required to have a well equipped tool that meets every business   requirements and daily...
Agenda► CATS - Introduction   ► CATS - When and Why      ► CATS - Basics            CATS - Pre-Requisites                 ...
CATS Basics• CATS = Cross-Application Time Sheet• CATS uses the SAP Human Resources authorization concept• CATS may be upd...
CATS Basics•   CATS may be used to enter one-time    earnings/deductions for employees•   Data entered in CATS may be set ...
Agenda► CATS - Introduction   ► CATS - When and Why      ► CATS - Basics            ► CATS - Pre-Requisites               ...
CATS –Prerequisites
CATS Mini Master
Personnel   Actions: Mini Master
Time Sheet Defaults
Configuration of Data Entry ProfilesCONTENTS : Structure of the data entry Profile Configuration of data Entry Profile ...
Areas Controlled by the CATS Data Entry Profiles
Data Entry Profiles : General Settings
Data Entry profile : Time Settings
Data Entry Profile : Person Selection
Data Entry Profile : Cost Accounting Variant
Data Entry Profiles : Default Values
Data Entry Profile : Data Entry Checks
Field Selection
Agenda► CATS - Introduction   ► CATS - When and Why      ► CATS - Basics            ► CATS - Pre-Requisites               ...
CATS Process
PROCESSContents :o Time collection ~ Using Work list or Direct   Entry(Mandatory)o Release Process (Optional)o Approval Pr...
Process Flow
CATS Classic (CAT2) – Point of Entry                       Enter transaction                       „CAT2―
Entering Time Data
CAT2 – Time sheet                       Enter „ISP_PS“ the data entry profile, which                       Determines the ...
Time entry sheet for Single person    This is a possible CATS entry sheet:
Time Entry for Multiple persons
The Time Sheet Work list
CAT2 – Data Entry       Click here to „Save“ the entered times
Processing Status of Time Sheet Data
Entering Data for Several Personnel Numbers
Approving the Time Data              Approving time Data
Approval
Approval using a workflow
Processing Status
Agenda► CATS - Introduction   ► CATS - When and Why      ► CATS - Basics            ► CATS - Pre-Requisites               ...
CATS - INTEGRATION OVERVIEW►CATS allows time-entries collection for further processing in SAP target modules.Therefore, on...
INTEGRATION WITH OTHER SAP MODULES
INTEGRATIO WITH OTHER SAP PRODUCTSCATS is also integrated with the surrounding SAPproducts, such as:►Business Intelligence...
CATSTIME-ENTRIES FORPROJECT SYSTEM
TIME ENTRIES to PS Using CATSPre- Requisites :    • Project system Module should have been activated    •Project should ex...
CAT2 – Time Entry Project System      Click here to search for the network activity.      Having found the right network a...
Time Entries for WBS elements
CAT2 – Time Entry for PS       Click here to „Save“ the entered times
Transferring the Time Data
CATS –Transfer to Project System
Why to Transfer
Time Sheet Data Transfer – Project  System                             Enter transaction „CAT5―Enter the personnelNumber e...
Time Sheet Data Transfer – ProjectSystem            Then click „Execute“.          Mark „Log“, this determines the records...
Time Sheet Data Transfer – ProjectSystem                      Note the confirmed                      postings            ...
Connection to the Target Component
CATS –PS Confirmations
Error Handling after data transfer to PS
COST DETERMINATION & COST ASSIGNMENT
PS – CO – CATS Integration for Cost Calculation
Determining Actual costs
Determining Costs Using the PlanActivity price of an Activity Type
Assigning the Activity Price Using theTime Sheet
Determining the Activity price using anSAP Enhancement
CATSTIME- ENTRIES FORCO(Internal Orders)
CATS- Internal Orders  Pre –requisites    •Activation of CO Module in SAP    •Internal order should have been created and ...
Time-entries for Internal Orders
CATS –Internal Order Approval process       • Once the time sheet entries are entered in CATS they should be         Relea...
CATS –Transfer to CO
Integration with CO(Internal Orders)
Integration with CO(Internal Orders)
Actual Costs for internal orders    •There are three different ways of determining the costs:    • Determining costs using...
CATSTIME-ENTRIES FORCRM
CATS –CRM Pre - requisitesSAP CRM –ERP                          CRM -Integration                         1)Service Confir...
Integration with CRM                       CONTROLLING
CRM > CATS Process flow             S                                          Maintain                            Maintai...
CRM -Time sheet Integration•Call Center Agents/Service Representatives and Field Service Engineers need to  record the num...
CRM -Time Sheet IntegrationTo upload labor hours to the time sheet in SAP HR: The engineer should be identified in the par...
Integration with MM-External ServiceManagement
Integration with HR Module
Agenda► CATS - Introduction   ► CATS - When and Why        ► CATS - Basics             ► CATS - Pre-Requisites            ...
CATS – BenefitsIn a nutshell, the key benefits of using CATS are: ►Single point of entry for all working time processes (l...
Agenda► CATS - Introduction   ► CATS - When and Why      ► CATS - Basics            ► CATS - Pre-Requisites               ...
CATS - User Interfaces                         Web-based CATSCATS – Classic                          CATS Notebook        ...
Agenda► CATS - Introduction   ► CATS - When and Why      ► CATS - Basics            ► CATS - Pre-Requisites               ...
CATS Authorizations
Thank you for your participation.
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  1. 1. SAP Human Capital Management Time Recording using CATS
  2. 2. Objective To gain understanding of the key business process of the Cross Application Time Sheet. To gain understanding of the key terms and definitions of the Cross Application Time Sheet. To gain understanding of the integration of CATS with other SAP modules.
  3. 3. Agenda►CATS - Introduction CATS - When and Why CATS - Basics CATS - Pre-Requisites CATS - Process CATS - Integration CATS - Benefits CATS - User Interface CATS - Authorization
  4. 4. Introduction WHAT IS IT •Better Known as CATS and formally named as Cross application time sheet. • CATS is a standard tool provided by SAP and is a cross application component of the SAP R/3 System . • CATS is an integrated function that is used to enter actual time data important in HR, PS, PM, CS, CO & MM –SRV • CATS enable to record time data in the time sheet for Various Components on one central Screen, to collect employees working times towards other SAP System applications (target components) that receives and process Employee or labor times
  5. 5. Agenda►CATS - Introduction ► CATS - When and Why CATS - Basics CATS - Pre-Requisites CATS - Process CATS - Integration CATS - Benefits CATS - User Interface CATS - Authorization
  6. 6. When & Why..……CATS ! • When it is required to have a well equipped tool that meets every business requirements and daily information flow is becoming increasing importance particularly when it comes to collect times and activities spent on different projects,events, sales processes or simply attendance at events. •When a business entity or a company has in real time to collect the time entries of each employee that could be used by Administrative assistants, Project leaders, Managers etc and each of business requirement provided by a company,Market ,or Process..while other functionalities of SAPHR module like Recruitment Process, Payroll process etc. is out of scope or not required or not implemented. •When it is required to check the accuracy of time entries ,such as Validity period, the budget status, and the quotas available. •When it is required to have a user friendly ,quick,simple,efficient , in built approval and default values. •When the requirement of Seamless integration with other modules comes in
  7. 7. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics CATS - Pre-Requisites CATS - Process CATS - Integration CATS - Benefits CATS - User Interface CATS - Authorization
  8. 8. CATS Basics• CATS = Cross-Application Time Sheet• CATS uses the SAP Human Resources authorization concept• CATS may be updated via transaction code CAT2 or via a company intranet Web site• The Time Sheet is a self-service application which allows both internal and external employees to enter their own working times. Alternatively, data can be recorded centrally in data entry office by an administrator• CATS may be used as the time transfer tool to update Human Resources with hours worked by employee
  9. 9. CATS Basics• CATS may be used to enter one-time earnings/deductions for employees• Data entered in CATS may be set to require a procedure for approval•Using CATS, it is possible to capture an employee’s timeacross different cost centers, Project system objects likeWBS or networks and service orders•Update HR, CO, CS, PS and PM/CS (or a combination of any or all of these) with time worked by employee by activity
  10. 10. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics ► CATS - Pre-Requisites CATS - Process CATS - Integration CATS - Benefits CATS - User Interface CATS - Authorization
  11. 11. CATS –Prerequisites
  12. 12. CATS Mini Master
  13. 13. Personnel Actions: Mini Master
  14. 14. Time Sheet Defaults
  15. 15. Configuration of Data Entry ProfilesCONTENTS : Structure of the data entry Profile Configuration of data Entry Profile Variants for the Data Entry Processes Choose fields for the data entry profile
  16. 16. Areas Controlled by the CATS Data Entry Profiles
  17. 17. Data Entry Profiles : General Settings
  18. 18. Data Entry profile : Time Settings
  19. 19. Data Entry Profile : Person Selection
  20. 20. Data Entry Profile : Cost Accounting Variant
  21. 21. Data Entry Profiles : Default Values
  22. 22. Data Entry Profile : Data Entry Checks
  23. 23. Field Selection
  24. 24. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics ► CATS - Pre-Requisites ► CATS - Process CATS - Integration CATS - Benefits CATS - User Interface CATS - Authorization
  25. 25. CATS Process
  26. 26. PROCESSContents :o Time collection ~ Using Work list or Direct Entry(Mandatory)o Release Process (Optional)o Approval Process (Optional )o Transfer to Target components(Mandatory)
  27. 27. Process Flow
  28. 28. CATS Classic (CAT2) – Point of Entry Enter transaction „CAT2―
  29. 29. Entering Time Data
  30. 30. CAT2 – Time sheet Enter „ISP_PS“ the data entry profile, which Determines the layout of the data screen Enter „17053“ is the personnel number, which is unique to every employeeThen click onthe „EnterTimes“ Button
  31. 31. Time entry sheet for Single person This is a possible CATS entry sheet:
  32. 32. Time Entry for Multiple persons
  33. 33. The Time Sheet Work list
  34. 34. CAT2 – Data Entry Click here to „Save“ the entered times
  35. 35. Processing Status of Time Sheet Data
  36. 36. Entering Data for Several Personnel Numbers
  37. 37. Approving the Time Data Approving time Data
  38. 38. Approval
  39. 39. Approval using a workflow
  40. 40. Processing Status
  41. 41. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics ► CATS - Pre-Requisites ► CATS - Process ► CATS - Integration CATS - Benefits CATS - User Interface CATS - Authorization
  42. 42. CATS - INTEGRATION OVERVIEW►CATS allows time-entries collection for further processing in SAP target modules.Therefore, one of the components listed below must be installed prior to using CATS. Thetime entries either can be provided individually or in combination with the targetcomponents. Inside SAP core components, nearly all modules can be filled withinformation through CATS. These include:► Human Resources ( HR ): attendance, absences, and remuneration information►Project System ( PS ): confirmation for networks► Controlling ( CO ): internal activity allocation►CRM: Service order confirmations(Through Middle ware Integration)►External Services ( MM-SRV ): entry of services performed by external providers► Plant Maintenance ( PM ): confirmation for orders)►Customer Service ( CS, formerly Service Management): confirmation for orders
  43. 43. INTEGRATION WITH OTHER SAP MODULES
  44. 44. INTEGRATIO WITH OTHER SAP PRODUCTSCATS is also integrated with the surrounding SAPproducts, such as:►Business Intelligence—Business Information Warehouse ( BW )►Enterprise Portal ( EP )► Internet Transaction Server ( ITS )►CATS for Service Provider► CATS Offline thanks to the Mobile Engine
  45. 45. CATSTIME-ENTRIES FORPROJECT SYSTEM
  46. 46. TIME ENTRIES to PS Using CATSPre- Requisites : • Project system Module should have been activated •Project should exists and structured either with Networks /Activities or WBS elements •Respective object (Networks/Activities or WBS element) should have released •Activities should have been assigned with Work Centers & Activity types •Cats Mini Master with Data entry profiles
  47. 47. CAT2 – Time Entry Project System Click here to search for the network activity. Having found the right network activity- select it
  48. 48. Time Entries for WBS elements
  49. 49. CAT2 – Time Entry for PS Click here to „Save“ the entered times
  50. 50. Transferring the Time Data
  51. 51. CATS –Transfer to Project System
  52. 52. Why to Transfer
  53. 53. Time Sheet Data Transfer – Project System Enter transaction „CAT5―Enter the personnelNumber e.g. 10753,which is unique forevery employee
  54. 54. Time Sheet Data Transfer – ProjectSystem Then click „Execute“. Mark „Log“, this determines the records displayed By the system. Mark „Test run, this determines whether or not a test run is executed.
  55. 55. Time Sheet Data Transfer – ProjectSystem Note the confirmed postings In the screen.
  56. 56. Connection to the Target Component
  57. 57. CATS –PS Confirmations
  58. 58. Error Handling after data transfer to PS
  59. 59. COST DETERMINATION & COST ASSIGNMENT
  60. 60. PS – CO – CATS Integration for Cost Calculation
  61. 61. Determining Actual costs
  62. 62. Determining Costs Using the PlanActivity price of an Activity Type
  63. 63. Assigning the Activity Price Using theTime Sheet
  64. 64. Determining the Activity price using anSAP Enhancement
  65. 65. CATSTIME- ENTRIES FORCO(Internal Orders)
  66. 66. CATS- Internal Orders Pre –requisites •Activation of CO Module in SAP •Internal order should have been created and released in Controlling •CATS Mini Master and Data entry profile should have been Created
  67. 67. Time-entries for Internal Orders
  68. 68. CATS –Internal Order Approval process • Once the time sheet entries are entered in CATS they should be Released and saved . •Once the time sheet is released , it routes through next process of Approval •Once the times sheets are approved by the authority , they need to be transferred to Internal orders for updating the actual costs and actual hours to get updated.
  69. 69. CATS –Transfer to CO
  70. 70. Integration with CO(Internal Orders)
  71. 71. Integration with CO(Internal Orders)
  72. 72. Actual Costs for internal orders •There are three different ways of determining the costs: • Determining costs using the plan activity price of an activity type • Assigning the activity price using the time sheet • Determining the activity price using an SAP enhancement
  73. 73. CATSTIME-ENTRIES FORCRM
  74. 74. CATS –CRM Pre - requisitesSAP CRM –ERP  CRM -Integration 1)Service Confirmation Management 2) Defined valuation types and service types that are used in confirmation items to determine different rates for billing transaction type for confirmation 3)Master Data  ERP – 1) CATS Mini master 2) Data entry profile
  75. 75. Integration with CRM CONTROLLING
  76. 76. CRM > CATS Process flow S Maintain Maintain C e Create and Verify and Verify S r service quantities Accounting Complete and R v confir and indicators service Save Service Confirmation E O mation Durations and M e Valuation R R r types V D System Transfers working time I E to Cross application time S E sheet(CATS) C R A C E System settles Costs to P C Controlling Objects
  77. 77. CRM -Time sheet Integration•Call Center Agents/Service Representatives and Field Service Engineers need to record the number of hours they have worked on a specific customer reported problem•These hours can either be covered by a service contract or billable to the customer•Regardless, these hours need to be reflected in the time sheet of the particular employee in SAP HR• CRM Service provides the capability to upload labor hours entered by an engineer/service representative to the time sheet in HR To upload labor hours to the time sheet in SAP HR: -The Labor hours have to be entered in the service confirmation •Along with this we can use the service type and Valuation type Service Type could be values like “Junior, Senior, Platinum” and Valuation Type could be “Regular Time” and “Overtime”
  78. 78. CRM -Time Sheet IntegrationTo upload labor hours to the time sheet in SAP HR: The engineer should be identified in the partnerfunction “Executing Service Employee" with the appropriate personnel number stored in the BPmaster data►The CATS data entry profile should be set up in the CRM plug-in in SAP ERP →This profile controls the behavior of CATS when integrating data from CRM •For example, if overtime hours are not allowed then the profile can be configured to raise an error It is possible to control if the labor hours are posted into the time sheet or simply posted in the CATSDB table for the purpose of recording costs This is controlled by customizing the mapping between Service Type, Valuation Type, and Attendance and Absence types Two fields are used in SAP CRM – the service type and the valuation type. You have to maintain these at item level in the CRM document. The data is then replicated in SAP R/3 and assigned to an activity type there. It is required to assign an activity type to a CRM service type and valuation type for the service item for the Costs and Billing►Use transaction CAT2 to post data from CATSDB to the appropriate Account Assignment Object like the InternalOrder
  79. 79. Integration with MM-External ServiceManagement
  80. 80. Integration with HR Module
  81. 81. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics ► CATS - Pre-Requisites ► CATS - Process ► CATS - Integration ► CATS - Benefits CATS - User Interface CATS - Authorization
  82. 82. CATS – BenefitsIn a nutshell, the key benefits of using CATS are: ►Single point of entry for all working time processes (less administrativepaper work )►Release and approval process to enforce the CATS process-efficiency►Large panel of interfaces provided for each type of employee ( sales representatives, managers, super users, end users, etc. )►Real-time access to the information, making reporting more accurate►Information provided to the employee can be defaulted►Time Sheet can be Web-enabled►Quicker follow-up on critical projects activities; enhanced billing process thanks to weekly time collection► Full integration with SAP products: SAP Enterprise Portal , Internet Transaction Server , Business Information Warehouse , etc.
  83. 83. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics ► CATS - Pre-Requisites ► CATS - Process ► CATS - Integration ► CATS - Benefits ► CATS - User Interface CATS - Authorization
  84. 84. CATS - User Interfaces Web-based CATSCATS – Classic CATS Notebook CATSXT
  85. 85. Agenda► CATS - Introduction ► CATS - When and Why ► CATS - Basics ► CATS - Pre-Requisites ► CATS - Process ► CATS - Integration ► CATS - Benefits ► CATS - User Interface ► CATS - Authorization
  86. 86. CATS Authorizations
  87. 87. Thank you for your participation.

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