OVER VIEW OF SAP HR Configuration Pack Published by Team of SAP Consultants at SAPTOPJOBS Visit us at www.sap-topjobs.com Copyright 2008-10@SAPTOPJOBSAll rights reserved. No part of this publication may be reproduced, stored ina retrieval system, or transmitted in any form, or by any means electronicor mechanical including photocopying, recording or any information storageand retrieval system without permission in writingfrom SAPTOPJOBS
HR Configuration Overview1. TPERSONNEL AREAS – CREATE PERSONNEL AREA 51.1 Create Personnel Sub areas 81.2 Basic Settings 101.3 Create Forms of address 121.4 Define Generated table maintenance for ID Type 131.5 Employee – Education & Training 151.6 Define Education / Training 161.7 Customizing User Interfaces – change header modifier 171.8 Infotype Header Definition 181.9 Change Screen Modifications 211.10 Define International Terms of Employment. 251.11 Create Payroll Area 262. SETUP NUMBER ASSIGNMENT FOR ALL PLAN VERSIONS 282.1 Maintain Object Type 322.2 Maintain Info types 362.3 Transfer Data from Personnel Administration 422.4 Set Up Integration for Cost Distribution 453. ACTIVATE INTEGRATION FOR ACTIVITY ALLOCATION 463.1 Specify default controlling area 473.2 Define Cost Center of Cost Object 493.3 Specify Organizer Types 513.4 Create organizer type ‘Company’ 523.5 Create Business Event Group 533.6 User Exit Settings for Resource Reservations 56
4. DEFINE PUBLIC HOLIDAY CLASSES 574.1 Group Personnel Subareas for the Daily Work Schedule 634.2 Daily Work Schedules – define break schedules 654.3 Define Daily Work Schedules 684.4 Generate Work Schedule Rules in Batch 744.5 Set Default Value for the Work Schedule 764.6 Set default value for time management status 784.7 Define Rules for Rounding Counted Absences 814.8 Define Time Types 835. WHO’S WHO (ESS): SELECTION AND OUTPUT (PZ01) 865.1 Define Parameters for Country 895.2 Create Rule Groups 905.3 Determine Leave Types require Approval or Pre-approved 925.4 Display Payslip 946. ACTIVATE ENTERPRISE COMPENSATION MANAGEMENT 976.1 Set Budget Control Parameters 996.2 Define Compensation Areas 1016.3 Define Compensation Feature 1037. DEFINE GLOBAL SETTINGS 1057.1 Define Reimbursement Groups for Travel Costs 1087.2 Define Vehicle Types 1107.3 Define Employee Grouping for Travel Expense Types 111
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1. PERSONNEL AREAS – CREATE PERSONNEL AREAIn this section, you create the personnel areas which representspecific areas of the enterprise and are organized according toaspects of personnel, time management and payroll.BACKGROUNDIn this section, you create the personnel areas which representspecific areas of the enterprise and are organized according toaspects of personnel, time management and payroll.In this step, you create the Personnel Areas required, andassign characteristics to these Personnel Areas.SCENARIOCreate Personnel areaINSTRUCTIONSFollow the Menu Path: IMG Enterprise StructureDefinition Human Resources Management PersonnelAreas Personnel AreasClickDouble Click on Create Personnel areasMaintain the following fields Field Description Personnel Area Enter 4 digits Personnel Area Personnel Area text Enter Personnel Area text
ClickSelect personnel area and click on Field Description Personnel Area Enter Personnel Area text City Enter city where the personnel area exhists Country Key MY (Select proper country key)The following screen will appear when the Address button(from the Menu Bar) is selected:
Field Description Country Select the country code if it is not defaulted Time Zone Select time (Standard Available in the system)ClickClick
1.1 CREATE PERSONNEL SUB AREASBACKGROUNDIn this section, you create personnel sub areas for each of thepersonnel areas created.SCENARIOCreate personnel sub areaINSTRUCTIONSFollow the Menu Path: IMG Entreprise StructureDéfinition Human Resources Management PersonnelSubareas Create personnel subareasClickDouble Click on Create Personnel Sub areasEnter Personnel area (4 digit) “4600”
ClickClickClick Field Description Personnel Sub Area Enter 4 digit Personnel Sub Area Personnel Sub Area text Enter Personnel Sub Area textImpact of this configuration in Master Data /TransactionRequired for Entreprise Structure config.
1.2 BASIC SETTINGSBACKGROUNDIn this step you can store parameters in your user masterrecord. You will need these parameters later for the overallmanagement of the country version that you have chosen.SCENARIODiscuss basic settingINSTRUCTIONSFollow the Menu Path: IMG Human ResourcesPersonnel Administration Basic Settings Maintain UserParametersClick
1.3 CREATE FORMS OF ADDRESSBACKGROUNDIn this step, you add the Forms of Address that may beuniversally needed by the various companiesSCENARIODiscuss create forms of addressINSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Personal Data Personal DataCreate forms of addressClickClick
1.4 DEFINE GENERATED TABLE MAINTENANCE FOR ID TYPEBACKGROUNDHere you create the relevant types of work permit to be used inIT 0094 (Residence Status).SCENARIODiscuss defining ID typeINSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Personal Data ResidenceStatus Residence Status Generated table maintenance:V_T509HDouble clickSelec the desried rows to copyClick to copyMaintain the new ID type as required
ClickImpact of this configuration in Master Data /TransactionRequired for IT0094 Configuration
1.5 EMPLOYEE – EDUCATION & TRAININGCREATE EDUCATION ESTABLISHMENT TYPESBACKGROUNDIn this section, you make the settings for the EE’sQualifications relating to Training and Education.SCENARIODefine the Education Establishment type such as what kind ofschool it isINSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Employee QualificationsEducation and Training Create education establishmenttypesClick
Click1.6 DEFINE EDUCATION / TRAININGBACKGROUNDIn this step, you the kind of Educational training such as whatis listed below.SCENARIODefine education and trainingINSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Employee QualificationsEducation and Training Define Education/TrainingClickClick
1.7 CUSTOMIZING USER INTERFACES – CHANGE HEADER MODIFIERBACKGROUNDIn this section, you define how the HR system is to react whenmaster data is maintained.In this step you can change the infotype header, that is, thefirst three lines of the individual and list screens.INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Customizing User InterfacesChange Screen Header Header ModifierClickClick
1.8 INFOTYPE HEADER DEFINITIONBACKGROUNDIn this step you define which standard SAP infotype andsubtype fields you want to display in the infotype header.INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Customizing User InterfacesChange Screen Header Infotype header definitionClick
1.9 CHANGE SCREEN MODIFICATIONSBACKGROUNDIn this step you can suppress any fields in an infotype that arenot required.INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Customizing User InterfacesChange Screen ModificationsClick
Field DescriptionGrp The modification group is used to combine different screen fields. If field attributes are changed using this view, this always affects the entire group.Feild Name Feild name of the InfotypeFeild text Feild text of the Infotype1.Std If this checkbox is marked, the field characteristics correspond to the standard setting.
2.RF(Required feild) Mark this checkbox to define the screen field as a required field. 3.OF(optional feild) Enter Check (X) 4.Hide If this checkbox is marked, the screen field is hidden. . 5.Init(Initialize) If this field is selected, the screen field is hidden. In addition, the system initializes the corresponding field content if you create or copy an infotype record. Left Blank Variable key Blank Which is default the screen with blank . This is done by feature P0001Feature P0001
Impact of this configuration in Master Data /TransactionAll Infotype feilds will be displayed as per above 5 settings inthis Table.See below screen shot Business Area is not shownin the IT0001
1.10 DEFINE INTERNATIONAL TERMS OF EMPLOYMENT.BACKGROUNDIn this step, you define the possible terms of employment.INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Organzational Data Defineinternational terms of employmentClick Field Description Contract Enter 2 digit Contract Code Contract Text Enter Contract Code textImpact of this configuration in Master Data /TransactionField in IT 0001
1.11 CREATE PAYROLL AREABACKGROUNDIn this step, you set up the payroll areas (accounting areas)that your enterprise needs. The payroll area fulfills twofunctions that are necessary for payroll:-It groups together personnel numbers that are to beprocessed on the same date.-It determines the exact payroll period.For Example there willbe one payroll area for salariedemployees and one for industrial workers.INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementPersonnel Administration Organzational Data CreatePayroll AreaClick Field Description Payroll area Enter 2 digit Payroll area Payroll Area Text Enter Payroll area text Period Parameters Enter 01 MONTHLY The period parameter determines how often payroll is run for a payroll accounting area. Each payroll accounting area is assigned one period parameter. Payroll periods are defined for each period parameter. Examples of standard values are monthly, weekly, and bi-weekly. Run payroll for payroll area Enter Check (X) Date modifier Enter Blank (00) Modifier used to associate additional
date types with a payroll calendar. You can create additional dates in addition to the standard payroll period interval dates for each period within a payroll calendar. For example, additional dates may include period pay date or disposition date (date funds are made available to employees account).Impact of this configuration in Master Data /TransactionField in IT 0001
2. SETUP NUMBER ASSIGNMENT FOR ALL PLAN VERSIONSBACKGROUNDIn this step, you specify whether number assignment is planversion- specific or plan version-independent, in other words,valid for all plan versions. This decision is important since itaffects the kind of subgroups (number intervals) you may use.If you decide not to work with number assignment valid for allplan versions, you must create individual number intervalsper plan version (and possibly also per object type).If you decide to use plan version- independent numberassignment, you create number intervals that are valid for allplan versions. In this case, there is no danger of parallelnumber intervals occurring i.e. the same number interval forone object in one plan version and for a different object inanother plan version.SCENARIODiscuss number range assignment for all plan versions.INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementOrganizational Management Basic Settings MaintainNumber Ranges Set Up Number Assignment for All PlanVersionsSteps:
1. Enter X in the field Value abbr. to activate numberassignment for all plan versions. Leave the field Value abbr.blank to deactivate this function.
2.1 MAINTAIN OBJECT TYPEBACKGROUNDThis configuration setting enables to define the object type andto change the existing object type.SCENARIOCreate object type.INSTRUCTIONFollow the Menu Path: IMG Personnel Management Organizational Management Basic Settings Data ModelEnhancement > Maintain Object Type
To create New Object for Example Job FamilySelect the existing object types from which it is required to becopiedClick
Maintain the object type. E.g. ZC in place of CClickClick
2.2 MAINTAIN INFO TYPESBACKGROUNDIn this step, you can make the changes to the infotypes. Aninfotype is a logical or a business related characteristics of anobject.SCENARIOThe standard SAP delivered Infotype are used .Don’t changeany settings unless needed1. Change the name of the infotype, if required.2. Check and, if necessary, change the time constraint of theinfo types or subtypes.3. Assign the info types to object types. (Don’t delete anyobjects unless needed)INSTRUCTIONSFollow the Menu Path: IMG Personnel ManagementOrganizational Management Basic Settings Data ModelEnhancement Infotype Maintenance Maintain InfotypesClickSelect the desired info type. E.g. 1000
Infotype 1000 – ObjectDouble clickMaintain time constraint. E.g.1 to indicate without gaps.Other available entries are
Double clickNote: - Tick in the check box will not allow to maintainthe info type through basic transaction.ClickClick
Infotype 1001 – RelationshipsSelect infotype 1001Double click to maintain time constraintDouble click to maintain Alt. screen andmaintenance control.Below few more info types are discussed for understanding.
2.3 TRANSFER DATA FROM PERSONNEL ADMINISTRATIONBACKGROUNDIn this step, you can copy the objects and relationships set upin Personnel Administration into Organizational Managementusing the report RHINTE00.This program reads the objects of infotype 0001"Organizational Assignment" which were created in PersonnelAdministration.On this basis, the following records are created inOrganizational Management. As a prerequisite, you must haveselected the "Create objects" or "Create objects" and "Createrelationships" parameters in report RHINTE00.SCENARIODiscuss the data transfer in PAINSTRUCTIONSFollow the Menu Path: IMG Personnel AdministrationOrganizational Management Basic Settings>IntegrationTransfer Data from Personnel AdministrationClickPerform the following Steps:1. Start the program WITHOUT creating a batch input session.2. If personnel numbers were found that are not assigned to aposition, correct these by a) Deactivating the integration switch in the Set Up Integration with Personnel Administration step (entry PLOGI ORGA).
b) Correcting the data for the persons concerned. Make sure that all persons are assigned to a position or to a work center.3. Activate integration again (see 2.a).4. Start the program RHINTE00 again, this time WITH creationof a batch input session. This session can be startedautomatically or manually
Impact of this configuration in Master Data /TransactionRHITE00 is major report transfer data PA to OM
2.4 SET UP INTEGRATION FOR COST DISTRIBUTIONBACKGROUNDThe PLOGI COSTD entry enables you to activate integrationbetween Organizational Management and PersonnelAdministration for Cost Distribution.SCENARIODiscuss the standard settings.INSTRUCTIONSFollow the Menu Path: IMG Personnel AdministrationOrganizational Management Basic Settings IntegrationSet Up Integration for Cost DistributionImpact of this configuration in Master Data /TransactionIt will activate IT0027& 1018 if the value X.
3. ACTIVATE INTEGRATION FOR ACTIVITY ALLOCATIONBACKGROUNDThis is where the integration between TEM and CostAccounting is activated to allow for internal activity allocation.SAP does not allow the transfer of costs from differentcontrolling areas.The integration is switched on however, to allow for thegeneration of the customized ‘Training Allocation Report’.INSTRUCTIONSFollow the Menu Path: IMG Training and EventManagement > Integration > Billing and Activity Allocation >Activity Allocation > IntegrationSteps:In this step, you activate the integration switch for internalactivity allocation in the Cost Accounting applicationcomponent (CO). You must set the INLV switch to 1.
3.1 SPECIFY DEFAULT CONTROLLING AREABACKGROUNDThis is where the default controlling area to be used duringactivity allocation is specified.When you create relationships between cost centres andpositions or Organizational units in OrganizationalManagement, the system requires that the cost centre isassigned to a controlling area, as a cost centre must always beassigned to a particular controlling area.In this case, the value of this entry will be used as the defaultfor the controlling area.INSTRUCTIONSFollow the Menu Path: IMG Training and EventManagement > Integration > Billing and Activity Allocation >Activity Allocation > Specify Organizational ElementsClickSteps:In this step, you enter a default value for the controlling areain the entry PPINT
3.2 DEFINE COST CENTER OF COST OBJECTBACKGROUNDThis is where the evaluation path for the determination of costcenter is specified.If a cost center is not found at the end of the evaluation, thecost center specified in SEMIN COST will be used.INSTRUCTIONSFollow the Menu Path: IMG Training and EventManagement > Integration > Billing and Activity Allocation >Activity Allocation > Define Cost Center of Cost ObjectSteps:In this step, you specify the parameters required to determinethe cost center of the cost object.Under COSTC you specify the evaluation path used to find thecost center of the cost object. Under SCOST you specify thecost center of the cost object.The system first looks for the cost center via the evaluationpath. If it finds no cost center, it uses the cost center stored inSCOST.
3.3 SPECIFY ORGANIZER TYPESBACKGROUNDThis is where the default organizer types are specified. VTYP1controls the main default.Note: Object type ‘O’ for organizational unit has been set as thedefault organizer since most courses are conducted internally.INSTRUCTIONSMenu Path: IMG > Training and Event Management >Business Event Preparation > Organizers > Specify OrganizerTypes
3.4 CREATE ORGANIZER TYPE ‘COMPANY’BACKGROUNDThis is where the external companies who organize trainingare maintained.INSTRUCTIONSFollow the Menu Path: IMG Training and EventManagement > Business Event Preparation > Organizers >Create Company
3.5 CREATE BUSINESS EVENT GROUPBACKGROUNDThis is where the business event groups are maintained. Inthis step, You can use business event groups to create ahierarchical event offering or catalog.Business event types are assigned to business event groups.You maintain this relationship when you carry out the stepCreate Business Event Type.You record the following data for business event groups: General description:The text you store here is included in the business eventbrochure. Relationship - "Belongs to business event group"Here you assign a business event group to an overlyingbusiness event group. The hierarchy is always created topdownNote: This is the highest level of the business event hierarchy.The entries here will have to be maintained separately in eachclient since it is considered master data.INSTRUCTIONSFollow the Menu Path: IMG Training and EventManagement > Business Event Preparation > Create BusinessEvent GroupSteps: Enter the following on the initial screen:
• If you are using external number assignment, enter a number for the business event group you want to create in the Business event group field. Enter the validity start date of the object in the Validity field. • If you are using internal number assignment, simply enter the validity start date of the object and choose Create.1. Enter the relevant data for the business event group on thedata screen.2. Choose Save.
3.6 USER EXIT SETTINGS FOR RESOURCE RESERVATIONS BACKGROUNDIn this step, you set up resource reservation enhancementsusing the user exit SEMIN RESOC.Note:The standard SAP entry is maintained. Currently, there is noneed for user exits so the settings in this table do not apply.INSTRUCTIONSFollow the Menu Path: IMG Training and EventManagement > Business Event Preparation > ResourceManagement > Control Elements
4. DEFINE PUBLIC HOLIDAY CLASSESBACKGROUNDIn this step, you assign public holiday classes to the holidaysdefined in the public holiday calendar.In the standard SAP system, the public holiday class "1" isassigned to all public holidays except for Christmas Eve andNew Years Eve.These days are assigned public holiday class "2". Thecalendar is not client-specific. Each change takes effectdirectly in all clients.A list of public holiday with description starting from “US:” isbeing created to represent the possible public holidays in USA.INSTRUCTIONSTransaction Code : SCA4_D, SCA5_DFollow the Menu Path: IMG Time Management > WorkSchedules > Define Public Holiday ClassesClickThe following Holiday are delivered for US
Click Steps:1. Define the public holiday classes for your public holidays.2. Call the "Change public holidays" function.3. Select the public holiday (For ex; Martin Luther King Day(US)) you want to change, and choose the "Change" function.4. On the second screen, enter the required public holidayclass, and save your entry.5. Finally, generate all your public holiday calendars.
Select the Public holiday you have changed click on
The holiday class is changed.To Create /Change Holiday CalendarClick
4.1 GROUP PERSONNEL SUBAREAS FOR THE DAILY WORK SCHEDULEBACKGROUNDIn this step, you assign a personnel area grouping for dailywork schedules to a personnel area grouping for workschedules.For example, employees in personnel areas 0001 and 0002have been assigned to personnel subarea grouping for workschedules 01. Employees in personnel area 0003 have beenassigned to grouping 02.All three personnel areas are to use the same daily workschedules. You therefore assign personnel subarea groupingfor daily work schedules 10 to personnel subarea groupingsfor work schedules 10 for USINSTRUCTIONSTable : T508ZFollow the Menu Path: IMG Time Management > WorkSchedules > Personnel Subarea Groupings > Group PersonnelSubareas for the Daily Work ScheduleClickSteps:1. Check SAPs reference entries and do not change them forthe first step.2. You can specify new assignments later, if necessary
The personnel subarea grouping for daily work schedules(initially 10) which you assign at this point is also used in thesubsequent steps.
4.2 DAILY WORK SCHEDULES – DEFINE BREAK SCHEDULESBACKGROUNDThe daily work schedule (DWS) represents the actual workingtime for a particular employee on a given day.It can differ from the employees agreed daily working timestipulated in the work contract or collective agreement. In thefollowing steps, you set up the DWS.You can specify exactly when breaks may be taken within theDWS, and whether they are paid or unpaid.For example, a day shift has a coffee break from 9:00 a.m. to9:15 a.m. and a lunch break from 12:30 p.m. to 1:00 p.m.(work break schedule DAY1). Another shift has a coffee breakfrom 9:15 a.m. to 9:30 a.m. and a 30-minute lunch break,which may be taken between 12:00 noon and 1:30 p.m. (workbreak schedule DAY2). For US choose Grpg 10.The existing entries maintained if need Change the entriesINSTRUCTIONSTable : V_T550PFollow the Menu Path: IMG Time Management > WorkSchedules > Daily Work Schedules > Define Break Schedules >Determine Break SchedulesClickUse the SAP sample entries as a reference.Steps:1. Check the standard work break schedules.2. Create new work break schedules if necessary.
a) Assign your work break schedules to grouping 10 for daily work schedules. b) Enter the name of your work break schedule (NORM) in the Work break schedule field. c) Assign as many planned working time breaks as you wish to your break schedule, and a maximum of four overtime breaks, and number them sequentially. d) Enter the start and end times of the break in the fields provided. e) Specify the break duration for each break type in the unpaid break period or paid break period fields (in industry minutes). f) Use the P field to indicate breaks after 12 midnight during night shifts. g) If the break does not have to be taken at a specific time but after x hours of work, enter the number of hours in after hrs. The Start and End fields remain empty in this case. In the standard system, the start of planned working time is taken as the starting point for calculating dynamic breaks. You can change this in time evaluation. h) If you only want selected breaks to be processed in time evaluation, enter an indicator of your choice in the Type 1 or Type 2 field. Use operation TFLAG to specify which breaks should be taken into account in time evaluation, according to the entries in the Type 1 and Type 2 fields. i) Enter "0" in field Type 1 for breaks outside of planned workingFor this document Type 1 and Type 2 field are left blank
Field DescriptionStart Enter start time for Break 12:00End Enter time for Break 13;00Unpaid Enter hrs of Unpaid 1:00Previous Day Indicator Left blankImpact of this configuration in Master Data /TransactionIt will part of Work schedule rule (Breaks)
4.3 DEFINE DAILY WORK SCHEDULESBACKGROUNDIn this step, you define the DWS. By entering the plannedworking time, the system calculates the planned hours for oneday, taking the break schedule into consideration.The following DWS were configured for US: ex: NORMINSTRUCTIONSTable : V_T550AFollow the Menu Path: IMG Time Management > WorkSchedules > Daily Work Schedules > Define Daily WorkSchedulesClick
Steps:1. Copy a suitable daily work schedule from the SAPsamples.2. Change the copied daily work schedule to reflect yourdesired daily working time.3. Enter a Personnel subarea grouping (10) for dailywork schedules.4. In the Daily work schedule field, enter the followingdata: • ID for the daily work schedule
• Name of a variant if the daily work schedule is a variant of an existing one • Applicable name for the daily work schedule5. In the Planned working hours field, enter the workingtime that an employee has to work each day.By entering the working time, the planned working hoursare calculated by the system. Paid break times are addedand unpaid breaks are deducted.6. Select the Planned working hours = 0 field if this dailywork schedule reflects a non-working day.7. If you want to create a basic variant of a daily workschedule, you can enter a rule number or name for adaily work schedule selection rule in the Daily workschedule selection rule field, from which the daily workschedule variants are determined. For US left blank
8. Enter the desired working time using one of thefollowing definitions of working time:a) Fixed working time 08:00 - 17:00 for Daily WorkSchedule NORMb) Flextime • Enter the times you want to use to calculate the planned working hours in the Normal working time field. No entries should be made here for other daily work schedules. • Enter up to two core times in the Core time 1 and Core time 2 fields.c) Breaks • In the Work break schedule field, enter the break schedule containing your desired break times.d) Tolerance times • In the Start of tolerance and End of tolerance fields, enter the tolerance times if postings within a given tolerance timeframe should be adjusted to the start or end of planned working time in time evaluation.
9. Enter a valuation.(Keep blank for US except Daily WSclass& Automatic Overtime)You can use the Minimum working time, Maximumworking time, Compensation time and Additional hoursfields in the personnel calculation rules in timeevaluation.1. Classify the daily work schedule for time wage typeselection or time evaluation using a value from 0-9. Based on the work schedule class, you can thenspecify special regulations in time wage type selection ortime evaluation. For US the Value is set 042. Select the Automatic overtime if you want working timethat exceeds the specified planned working time to bevaluated as overtime in time evaluation.The personnel calculation rule T015 calculates overtimein time evaluation.3. If you use the Overtime infotype (2005), you can usethe Reaction to overtime and Reaction to overtime in core
time fields to set reaction indicators for flextime daily work schedules. Further Notes You only need to use the use the Normal working time and following fields if you run time evaluation and want to set up a flextime model. If this is the case, then enter a working time frame in the Planned working time field and the standard working time in the Normal working time field. • First specify the basic variant of a daily work schedule, by leaving the Daily work schedule variant field blank and then entering the name or number of a rule in the Daily work schedule selection field. If the daily work schedule is a variant of an existing one, enter the name of the variant (such as "A") in the Daily work schedule variant field. Make sure you use the variant names that are defined in the following step by the daily work schedule selection rules. • The Maximum working time, Compensation time, and Additional hours fields are not used in the standard SAP System.Impact of this configuration in Master Data /TransactionRequired for IT0007 Configuration
4.4 GENERATE WORK SCHEDULE RULES IN BATCHBACKGROUNDIn this step, you can generate work schedules by batch input.INSTRUCTIONSStructure : PSHFTFollow the Menu Path: IMG Time Management > WorkSchedules > Work Schedule Rules and Work Schedules >Generate Work Schedule Rules in BatchClickStep:1. Enter the employee subgroup grouping2. Enter the public holiday calendar ID- US3. Enter the personnel subarea grouping -104. Enter the work schedule rule you want to generate- NORM5. In the Calendar month from - to fields, enter the time spanfor which you want to generate the work schedule. 012007 -1220076. Specify the type of batch input. Refer to the onlinedocumentation for field BTCI...
4.5 SET DEFAULT VALUE FOR THE WORK SCHEDULEBACKGROUNDIf you are assigning a planned working time to an employee forthe first time, you can use a feature to generate a default workschedule according to the employees organizationalassignment.For example, you wish to assign the shift work schedule to allemployees in shift personnel subareas; NORM is the default inall other cases.INSTRUCTIONSTransaction Code : PE03Follow the Menu Path: IMG Time Management > WorkSchedules > Planned Working Time > Set Default Value for theWork Schedule Steps: Customize the feature to cater to the requirements of your company. You can use the following organizational data to form a decision rule: • Company code (BUKRS) • Personnel area (WERKS) • Personnel subarea (BTRTL) • Employee group (PERSG) • Employee subgroup (PERSK) • Country grouping (MOLGA)
Impact of this configuration in Master Data /TransactionRequired for IT0007 Configuration
4.6 SET DEFAULT VALUE FOR TIME MANAGEMENT STATUSBACKGROUNDThe time management status specifies whether an employeeparticipates in time evaluation, and if so, which form.Here, you can use a feature to create a default value for thetime management status in the Planned Working TimeInfotype.This default value is proposed when you create an Infotyperecord. It can be determined on the basis of an employeesorganizational assignment.The following are possible values: • 0 No time evaluation • 1 Time evaluation - actual times • 2 Time evaluation - PDC • 7 Time evaluation without payroll integration • 8 External services • 9 Time evaluation - planned timesINSTRUCTIONSTransaction Code : PE03Follow the Menu Path: IMG Time Management > WorkSchedules > Planned Working Time > Set Default Value forTime Management StatusClickSteps:
Modify the feature to suit your individual requirementsYou can use the following organizational data for an employeeto structure the feature: • Company code (BUKRS) • Personnel area (WERKS) • Personnel subarea (BTRTL) • Employee group (PERSG) • Employee subgroup (PERSK) • Country grouping (MOLGA)
Impact of this configuration in Master Data /TransactionRequired for IT0007 Configuration. Trigger the time evaluation(Time eval. will select schema depends on Status)
4.7 DEFINE RULES FOR ROUNDING COUNTED ABSENCESBACKGROUNDIf you specify an hours or day multiplier for countingattendances and absences, the values determined can haveseveral places behind the decimal point. It is difficult to usethese values for quota deduction and payroll.In this step, therefore, you set rounding rules for absence andattendance counting. You use concrete numbers for therounding rules and can specify whether you want: • Only values within the specified interval to be rounded or the interval to be rolled. • The specified upper and lower limits to be included in the calculationYou can specify several sub rules for a rounding rule andnumber them sequentially. The system runs through the subrules in sequential order until it finds one that appliesINSTRUCTIONSTable V_T559RFollow the Menu Path: IMG Time Management > TimeData Recording and Administration > Absences > AbsenceCatalog > Absence Counting > Rules for Absence Counting(New) > Define Rules for Rounding Counted AbsencesClickSteps: 1. Define a rounding rule.
2. If you want to specify several sub rules, number them sequentially. 3. Enter the upper and lower limit of the rounding interval. If you select the Incl. field, the value of the specified upper or lower limit is included in the rounding (greater than/equal to or less than/equal to). 4. Enter the target value to which you want the value to be rounded. 5. If you want the rounding rule to be rolled, select the Roll. Field .Impact of this configuration in Master Data /TransactionNeeded for Absence quota configuration .Rounding the quotahrs or days
4.8 DEFINE TIME TYPESBACKGROUNDIn this step, you define time types, day balances, and periodbalances for your company.Time types are semantic groupings of time spans. Thebalances formed in time evaluation are posted to time types.They determine whether balances should be cumulated in aparticular time type on a daily or monthly basis.ExampleEmployees in a certain personnel subarea grouping arescheduled to work 8 hours a day. The collective agreementspecifies an average daily working time of 7.5 hours.Employees can accumulate compensation time from thedifference. Define the time type "Compensation time".RequirementsYou have defined personnel subarea groupings for timerecording.Standard settingsThe standard SAP system contains the most common timetypes. You can add your own entries if these are not sufficient.The meaning of the time types is taken from time evaluationspersonnel calculation rules. The standard time types are asfollows: 0002 - Planned working time from daily work schedule 0003 - Skeleton time (times which qualify as plannedwork)
0005 - Flex balance (difference between 0003 and 0002) 0010 - Attendance (generated or from time events) 0020 - Recorded absences (infotype 2001) 0030 - Recorded attendances (infotype 2002) 0040 - Overtime worked 0050 - Productive hours (total of 0010, 0030 and 0040) 0904 – Utility time type.INSTRUCTIONSFollow the Menu Path: IMG Time Evaluation > TimeEvaluation Settings >Group Employee Subgroups for thePersonnel Calculation RuleSteps:1) Decide which additional time types are required.2) Specify the personnel subarea groupings for time recordingfor whichthe time types are valid.3) Decide if the time type should be cumulated on a daily orperiodbasis.4) Specify whether the balance from the previous period oryear shouldbe taken over at the start of a new period or year, or whetherthe
Cumulation should start from zero.For the US the following time types are used
5. WHO’S WHO (ESS): SELECTION AND OUTPUT (PZ01)BACKGROUNDIn this step you can change the data selection and data outputfields for the Whos who service. The fields of the infoset aswell as the underlying infoset Query are also available.However, note that text fields cannot be chosen for the dataselection - with the exception of the Organizational unit text,Name of position and Job description fields.INSTRUCTIONSThe maintenance of Workplace Information can be allowed ordisallowed in ESS depending on the relevant settings made.IMG Personnel Management Employee Self-ServicePath ESS Settings for Specific Services Office Who’s Who (ESS): Selection and Output (PZ01)Table -You have the following options: • You can define the fields for the selection of an employee • You can define the fields for the hit list: a list of all employees who match the selection criteria • You can define the fields for the detail screen of the selected employeeAll the selected fields are automatically copied to the service inthe chosen order, and are then available there for selection oroutput
5.1 DEFINE PARAMETERS FOR COUNTRYBACKGROUNDThe relevant parameters need to be defined for each CountryGrouping.INSTRUCTIONSIMG SM30PathTable T77WWW_WHO_PARAParameters for Country Grouping 10 (USA) are maintained asfollow:
5.2 CREATE RULE GROUPSBACKGROUNDIn this IMG activity, you specify the groups of employees forwhich you want special rules for Web applications to apply.You define rule groups for the following applications: • Leave Request in Employee Self-Service (ESS) • Team Calendar in Leave Request and Manager Self- Service (MSS) • Attendance Overview (MSS) • Time Accounts (ESS) • Clock-In/Out Corrections (ESS) • Approval of Working Times (CATS)(MSS): You need to carry out this activity only if you want to use the Manager Self-Service view group or the Time Managers Workplace group ID to determine the working times to be approved. To determine the number of rule groups required, find outhow many different groups of employees in your enterpriserequire different Customizing settings for the above-namedapplications. It may also be the case that you require only onerule group.If required, you can form the rule groups on the basis of theWeb applications that the employees use. This enables you toform different rule groups for the Leave Request and TeamCalendar in Manager Self-Service than for the Clock-In/OutCorrections applications.
INSTRUCTIONSIMG Personnel Management → Employee Self-Service →Path Service-Specific Settings → Working Time → Leave Request → Create Rule GroupsTable V_HRWEB_RULE_GRPSteps: • Choose the Create Rule Group activity. • Define the various rule groups that you require and give them easily identifiable names. This will make it easier for you subsequently to find the required rule group in Customizing. If you do not want to group your employees, you need to create at least one rule group, 00000001. • Choose Adjust WEBMO Feature. If required, assign your employees to The defined rule groups based on their organizational assignments. Create at least the rule group 00000001 based on the country Indicator
5.3 DETERMINE LEAVE TYPES REQUIRE APPROVAL OR PRE-APPROVEDBACKGROUNDLeave Types can be assigned to workflow template withApproval by Line Supervisor or assigned to workflow templatewithout Approval.For leave types that are assigned to the Non-approval workflowtemplate, all submitted applications will be updated to IT2001and IT2006 directly if there are enough remaining Quotas.Line Supervisor is determined via the relationship A002(reports to) between position and position.INSTRUCTIONSIMG Personnel Management Employee Self-ServicePath ESS Settings for Specific Services Time Management Leave Request Link Absence Types and Workflow TemplatesTable V_T554S_WEB2The 3 Workflow Templates used are:WS98000001 – Leave Request with ApprovalWS98000003 – Leave Request without ApprovalWS98000007 – Leave Cancellation without ApprovalLeave Types are assigned to Workflow Templates with Approvalor Workflow Templates without approval by PSG (PSG 1 forMY, PSG 2 for Singapore, PSG 3 for BASC) as follow:
5.4 DISPLAY PAYSLIPBACKGROUNDThe ESS service Display Payslip allows employees to selectpayslips by period and display in PDF format.Employee could also save or print their payslips from ESS.Determine Variant to be used for Displaying PayslipsThe form used to display Payslips and selection criteria e.g.Payroll Area is country-specific. Variant needs to be created forevery country in Payslip Printing Report. Next, the StandardFeature EDTIN needs to be setup to assign a variant to eachCountry Grouping in scope.INSTRUCTIONSIMG Personnel Management Employee Self-ServicePath ESS Settings for Specific Services Payment Provide Remuneration Statement in InternetFeature EDTINThe respective Variants are created for “RemunerationStatement” program for every country e.g. variant SAP&CALCis created for US(OTHERWISE). The variants are then assignedto the respective country grouping in the following feature:
6. ACTIVATE ENTERPRISE COMPENSATION MANAGEMENTBACKGROUNDIn this step, you set the HRECM-ECMON switch to activate theEnterprise Compensation Management component (PA-EC)and allow users to have immediate access to the relatedfunctionality.INSTRUCTIONS1. Access the activity using one of the following navigation options: Transaction SPRO Code IMG Menu IMG Personnel Management → Enterprise Compensation Management → Global Settings → Activate Enterprise Compensation Management
2. On the HRECM row, in the Value abbr field, enter X and choose Save.
6.1 SET BUDGET CONTROL PARAMETERSBACKGROUNDIn this step, you can determine the control parameters forbudgeting.INSTRUCTIONS1. Access the activity using one of the following navigation options: Transaction SPRO Code IMG Menu Personnel Management → Enterprise Compensation Management → Budgeting → Set Budget Control Parameters
2. For both rows, in the Value abbr. field, enter Blank3. Choose Save.4. Choose Back.
6.2 DEFINE COMPENSATION AREASBACKGROUNDIn this step, you define compensation areas.A compensation area is a key entity within the CompensationAdministration component and is used throughoutCustomizing, thus affecting eligibility and guidelines.It enables you, via infotype Compensation Program (0758), togroup employees belonging to different countries ororganizational units but with similar or identicalcompensation processes, as described in the examples below.As a result, employees could belong to more than onecompensation area.INSTRUCTIONS1. Access the activity using one of the following navigation options: Transaction SPRO Code IMG Menu IMG Personnel Management → Enterprise Compensation Management → Compensation Administration → Define Compensation Areas2. Choose the New Entries button.3. Make the following entries: Field name Description User action and values Note Area BP Description HCM BP
6.3 DEFINE COMPENSATION FEATUREBACKGROUNDIn this step, you set the default compensation area for infotypeCompensation Program (0758) by means of the relevantfeature.INSTRUCTIONS1. Access the activity using one of the following navigation options: Transaction SPRO Code IMG Menu Personnel Management → Enterprise Compensation Management → Compensation Management → Define Compensation Area Feature Feature CARGP Name2. Expand the MOLGA node.3. Select the 01Germany node, and then choose Create.4. On the Choose node type for new nodes dialog box, select Return value and choose Continue.5. Select the DE row and choose Continue.6. Choose Save.7. Choose Back .
7. DEFINE GLOBAL SETTINGSBACKGROUNDHere we can define the global settings for each trip provisionvariant for Travel ManagementINSTRUCTIONSFollow the Menu Path: IMG Financial Accounting > TravelManagement > Travel Expenses > Master Data > ControlParameters for Travel Expenses > > Define Global SettingsSteps 1. Select Define Global Settings and the following screen will appear:
2. Select the trip provision variant which you created and click on Details button. The following screen will appear
3. Here we give all the settings as per our requirement and click on the SAVE button to save your entries.
7.1 DEFINE REIMBURSEMENT GROUPS FOR TRAVEL COSTSBACKGROUNDIn this section you define the valid entry values for the controlparameters for trip costs accounting which can be stored foreach employee within his master data in infotype TravelPrivileges (0017).If a company wants to reproduce different trip provisions fortravel costs (e.g. mile/kilometre rates) for different groups ofemployees, they can be stored via the reimbursement groupfor travel costs.Here we define the permitted input values for thereimbursement groups for travel costs depending on the tripprovision variant and store the corresponding long names. Thereimbursement group for travel costs is defined using a one-digit numeric key (1....9).INSTRUCTIONSFollow the Menu Path: IMG Financial Accounting > TravelManagement > Travel Expenses > Master Data > ControlParameters for Travel Expenses > Control Parameters fromTravel Privileges> Control Parameters from Travel Privileges>Define Reimbursement Groups for Travel Costs 1. Select Define Reimbursement Groups for Travel Costs and add the reimbursements groups for the trip provision variant which we created as per the requirement and save it. Then the following screen appears:
7.2 DEFINE VEHICLE TYPESBACKGROUNDTrip costs accounting offers the option to differentiatereimbursement rates for travel costs according to vehicle types(for example, bicycle, motorcycle and car).The vehicle type used on a business trip is entered with thetrip facts. Accounting only accesses reimbursement ratesassigned this parameter.Here we will define, depending on the trip provision variant;the allowed entry values for vehicle type and store thecorresponding long names. Vehicle types are defined using aone-place alphanumeric key and a long name.INSTRUCTIONSFollow the Menu Path: IMG Financial Accounting > TravelManagement > Travel Expenses > Master Data > ControlParameters for Travel Expenses > Control Parameters fromTravel Privileges> Define Vehicle Types Field DescriptionTrProv.Var Enter 01Vehicle Type Leave BlankName Text for Vehicle TypeImpact of this configuration in Master Data /TransactionRequired for IT 0017
7.3 DEFINE EMPLOYEE GROUPING FOR TRAVEL EXPENSE TYPESBACKGROUNDAn employee grouping for trip expense type is a classificationof employees for whom the same trip expense types are valid.Here the employee grouping for trip expense type is defineddepending on trip provision variant via a one-placealphanumeric key and a long name.The employee groupings for trip expense type that areauthorized to use a certain trip expense type are stored foreach trip expense type in the Expense type permissibility fieldin the IMG activity Create trip expense types.INSTRUCTIONSFollow the Menu Path: IMG Financial Accounting > TravelManagement > Travel Expenses > Master Data > ControlParameters for Travel Expenses > Control Parameters fromTravel Privileges> Define Employee Grouping for TravelExpense Types 1. Select Define Employee Grouping for Travel Expense Types and add all the employee groupings as per the requirement
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