Personal action type configuration

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Personal action type configuration

  1. 1. - Configuration of personal Action type -
  2. 2. Check: Feature for checking action sequence When you create a new action, the system checks whether the features of this action match the features of the previous action. The feature you enter in this field controls performance of this check. Examples A withdrawal must precede a reentry; only active employees may be sent into early retirement or terminated. The following features are available: MSN20 for withdrawal MSN21 for reentry MSN32 for early retirement/retirement Input Fields for Personnel Actions
  3. 3. This indicator allows you to control organizational assignment data input options in the initial screen of the Personnel Actions infotype (PA40), as well as in the Actions infotype (0000). Use If indicator PA is set, the Personnel area field is ready for input on the initial screen of the Personnel Actions transaction (PA40), or of the Actions infotype (0000). You can then control the input options for the Position, Employee group and Employee subgroup fields with the indicators P, EG and ES, respectively. Dependencies You can only use indicator P if Organizational Management is integrated. Infotype Group Number The infotype group number is a two-digit number assigned to a series of infotypes. All the infotypes are run through in sequence when an action with an infotype group number is carried out. The sequence of infotypes can also depend on • the user parameter UGR • the employee's control data. When defining an infogroup, please note that the Organizational Assignment infotype (0001) must always be one of the first infotypes since it is used in other infotypes for authorization checks, screen layout and plausibility checks. When hiring an employee, only the Personal Data infotype (0002) should be maintained before infotype 0001. If employee transfers or other similar actions are involved, the infotype 0001 record should be created first. Date control Here you can define as of when the new records should become valid when you select an action from the action menu and enter the start date: • " ": Specified date is start date for new records • "1": Specified date is end date for old records Examples An employee leaves the company at the end of the year but the new record is not valid until 1/1 of the following year. If the entry in this field is " ", enter 1/1 of the following year. If the entry in this field is "1", enter 12/31 of the current year.
  4. 4. The start date on the Actions single-record screen is 1/1 of the following year in both cases. Update infotype 0000 when executing an action The indicator U0000 is used to define whether the personnel action type should be stored in the Actions infotype (0000). Use • • If you set the indicator U0000, the personnel action type is stored in the Actions infotype (0000). These personnel action types have an effect on the status indicator, or allow you to change the control data in the Organizational Assignment infotype (0001). They document important activities such as organizational reassignments of employees. If you do not set the indicator U0000, the personnel action type is not stored in the Actions infotype (0000). These personnel action types are used to edit a group of infotypes in a system-guided transaction without documenting this in the Actions infotype (0000). Example: Your enterprise has a personnel action type called "Hiring" which is executed by the administrator for master data. This personnel action type is assigned to an info group which, in addition to the Organizational Assignment infotype (0001) contains only person-related infotypes such as Personal Data (0002), Addresses (0006) etc. This personnel action type is stored in the Actions infotype (0000). You also have the personnel action type "Additional hiring data" which is executed by the administrator for payroll data. The assigned info group contains the payroll-relevant infotypes for tax and social insurance data, and the Basic Pay infotype (0008). This personnel action type is not stored in the Actions infotype (0000). Note For more information on logging of personnel actions, please read the documentation on the field U0302. Update infotype 0302 when executing an action The indicator U0302 defines whether the personnel action type is stored in the Additional Actions infotype (0302). Use • • Note If you set the indicator U0302, the personnel action type is stored in the Additional Actions infotype (0302). If you want to automatically log all personnel action types which are executed for an employee, set the indicator U0302 for all personnel action types. All personnel action types which are executed for the employee and the related reasons are then stored in the Additional Actions infotype (0302) for the specified key date. If you do not set the indicator U0302, the personnel action type is not stored in the Additional Actions infotype (0302).
  5. 5. For more information on the Additional Actions infotype (0302), call up extended help for the Actions infotype (0000).
  6. 6. For more information on the Additional Actions infotype (0302), call up extended help for the Actions infotype (0000).

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