HR305 Course Notes

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HR305 Course Notes

Instructor: Carloine Chapeauman

Familarization of SAP main menu, creating new role, and assign role to user. User Menu

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TC: SPRO_ADMIN is used to create your own IMG for a project. You do not need to use SPRO to search entire configuration. Within the project, you can assign resource, monitor status, and prepare documentation.

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Generate Project IMG after selection of IMG items Display your Project IMG

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User profile:

There are two important user parameters required for HR/PAY processing; MOLGA ( Country code – PID = MOL; e.g Canada = 07 ), another one is UGR ( User Grouping ).

Organization Structure

PA20/30 – IT 0001 ( Org. Assignement)

Enterprise Structure:

the top subscreen in IT0001 - co code

- pers area - cost center - pers subarea - Bus. area

Note: Table view V_001P_All to view all the grouping for PA and P. Subarea

Personnel structure:

Employee group Employee subgroup Payroll area

Contract

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Org. Structure:

Position Job key Org. Unit Org. key

PA40 - hire a new employee

choose action type ( in this case choose Action type HR305-05)

enter Personnel area, EE group, EE subgroup ( default by SAP delivered) Execute ( go through each IT )

Info type grouping:

PA SAP delivered 0000 -0999

Customer 9001-9099

OM Org. Management 1000 – 1999

Customer 9100 – 9199

Time Time Management 2000-2999

Recruitment 4000-4999

Note: When position has been created under OM, then you can hire a new employee using the Position.

Table PLOGI – ORGA switch used to integrate PA and OM. Note in PA20/30 – search an infotype:

If you do not know the Infotype number, you can search by IT name in field ‘Direct Selection’

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OM ( Organization Management). TC: PPOME

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Select Position, and then Create Account Assignment, Work Schedule, etc for the Position.

Note: Click Details horizontal bar to hide the detail You can then hire new employee with the updated position.

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Payroll Area and Organization Key:

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TC: PA03 to maintain Payroll Control record for a Payroll area

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Maintain OM Administrator:

Administrator Group

An administrator group combines all administrators who are responsible for one organizational area in personnel administration or recruitment.

Use

The group is defined in the feature Administrator group (PINCH).

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Feature:

Feature is used to determine default value in info type ( TC: PE03 )

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Report RPUMKG00 to activate features or use ICON Activate to activate the current one.

Feature NUMKR to assign personnel numbers.

Define default values for Administrator ( Feature )

SPRO->PM->PA->Org. data->Org. Assignment-> Define administrator

copy an existing admin. group to a new one

SPRO->PM->PA->Org. data->Org. Assignment-> Define administrator group

you will find feature for PINCH select Personnel area

delete the default value’****’ first

define ‘default’ value and ‘otherwise’ value Activate the feature

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PA40 – Now when changing the employee, the PA is changed to new one in the Org. management screen ( 0001 ).

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HR Reports – Naming Convention Document RPD* HR reports RPL* HR Statistics RPS* Payroll list RPC* Time RPT* Payroll RPU*

Batch Input RPI*

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Personal Data- IMG

IMG->PM->PA->Personal Data

Time constraint consideration:

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Time constraint 1 l___________________________________________l 01/01/2000 31/12/9999 2 l___________l _______ _______l 3 l____________ l____________________l l_________________________________

When creating a new address with Perm. address; the system will delimit the old record and create a new one with new date to 12/31/9999.

For time constraint ‘1’, the address record cannot be date delimited.

Bank Details:

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Links between Planned Work Time and Basic Pay

IT0007 – enter either ‘Time mgmt status’ or ‘Daily work hrs’ to populate Monthly work hrs

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IT 0007 ‘Employment percentage’ and ‘Monthly working hrs’ are used in creating IT 0008 (Basic Pay )

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If employee works part time ( 50% ), change Capacity level to 50 or change IT 7 Percentage to 50. ( not synchronized with IT 8 ; with a warning message ‘Please check Basic Pay infotype (0008).

Employee Subgroup grouping for Personnel Calculation rule:

SPRO->PM->PA->Payroll data->Basic Pay->Define EE Subgroup Grouping…

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Remuneration Structure Either use

Pay scale – Pay scale type ( for each region)

Pay scale area (based on collective agreement) or using compensation model:

Salary Pay grade type Pay grade area

Feature TARIF is used to default Pay Scale data T510 – table for PS entries

Assigning PS to Personnel subareas using IMG as follows:

SPRO->PM->PA->Payroll data->Basic Pay->Check Assignment pf Pay Scale to Enterprise Structure

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Features Directory table: T549D Feature TARIF:

TARIF: Default Pay Scale Type/Area and Planned Remuneration Type in Basic Pay Object Feature Task

With this feature you control whether the default value is determined from T001P from the personnel area and personnel subarea, or whether the default value is determined directly from the feature.

The return value must have the form xx/yy/z, in which xx is the pay scale type, yy the pay scale area, and z the planned remuneration type.

If the feature returns SPACE as a value, then the value pay scale type or pay scale area is determined by table T001P. If the value does not equal SPACE, then this value will be taken as the pay scale type or pay scale area.

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The missing value is determined from table T001P.

Wage Type Configuration for Basic Pay

SPRO->PM->PA->Payroll data->Basic Pay->Wage Types Enterprise

Earnings regular bonus overtime comp. premium benefits etc… Deduction tax club membership union pension donation etc…

Basic Pay – enter wage type

Other IT related to Pay:

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0014 – Recurring

4000 – Vacatrion bonus 4001 Vacation bonus etc..

SPRO->PM->PA->Payroll data->Basic Pay->Additonal Payements

0015 – Addit. payment

2010 – Employee Renumeration info. 2010 – overtime

2020 – overtime Sunday WT is assigned to WT group.

Two types of WT Primary/Dialog

Mxxx ( SAP delivered ) – copy to customer one

customer 0001-9999 ( using Excel spreadsheet ) Direct ( manual entry )

Indirect

TARIF connected to table T510

PRZNT T539J

SUMME T539J

Secondary/Technical

SAP delivered:

starts with ‘/’ /0001 Rate ( valuation basis) /01xx Gross cumulation /02xx Average bases

/03xx employee deduction (EI, RCP, RRQ,..) /04xx Result wage types: SI

/05xx Net, Adjustment, retro /08xx Factoring/CO

/Axx Outgoing WT in retro. acc. period /HQC e.e /HON – Ontario deduction /Znn Incoming WT from previous period Copy WT catalog from Model WT for Basic Pay

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Wage Type Permissibility

SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Check wage type catalog

check permissibility for info type check permissibility for PS and ESG

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SPRO->PM->PA->Payroll data->Basic Pay->Wage Types-> Employee Subgroups for Primary Wage Type

Note: V_512w_d – view WT Evaluation Wage Type Characteristics

Direct valuation – amount to be use to valuate the wage type, entered in IT manually Indirect valuation

Basic Pay:

SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Check wage type characteristics

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Detail screen:

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Indirect evaluation module

Name of a module that valuates wage types according to certain criteria. The following descriptions of the diverse options can be used for wage types in the following infotypes:

Basic Pay (0008)

Standard Wage Maintenance (0052) Recurring Payments/Deductions (0014) Additional Payments (0015)

For some modules, the type of valuation depends on the specification of the module variant. The following indirect valuation modules are available in the standard system:

 TARIF

 TAROD (only for Public Sector Germany)  VERGL (only for Public Sector Germany)  DIFFR (only for Public Sector Germany)  PRZNT

 SUMME

 UNITS

 CONST

TARIF

Valuation according to the "collective agreement group and level" specifications you enter in the IMG step:

 Module variant 'A'

Country grouping derived from the employee's personnel area Pay scale type from infotype 0008/0052

Pay scale area from infotype 0008/0052

Pay scale indicator derived from the employee subgroup Pay scale group from infotype 0008/0052

Pay scale level from infotype 0008/0052 Wage type = SPACE

 Module variant 'B'

like module variant 'A' except:

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 Module variant 'C'

like module variant 'A' except: Pay scale level = SPACE

Wage type = wage type to be valuated indirectly  Module variant 'D'

like modul variant 'A' except: Pay scale group = SPACE Pay scale level = SPACE

Wage type = wage type to be valuated indirectly

PRZNT , SUMME – Basic wage type valuation( V_539J)

PRZNT

Valuation according to the "basic wage type" specifications in the IMG.

Country grouping assigned to the employee master (derived from the personnel area) MODUL = 'PRZNT'

Valuated wage type = indirectly valuated wage type  Module variant 'B'

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The basic pay is determined from the total of all basic wage type amounts entered in infotype 0008 according to the specifications in the "basic wage type valuation" step irrespective of which infotype is being valuated. Wage types in the Wage Maintenance infotype (0052) are then valuated using the wage types in the Basic Pay infotype (0008).

The value of the wage type to be valuated indirectly is calculated by multiplying the basic pay by the percentage specified for the wage type to be valuated.

 Module variant 'D'

The basic pay is determined from the total of all basic wage type amounts specified in the infotype currently being valuated according to the specifications in the "basic wage type valuation" step. The wage types in the Wage Maintenance infotype (0052) are then valuated using the wage types in the Basic Pay infotype (0008).

The value of the wage type to be valuated indirectly is calculated by multiplying the basic pay by the percentage specified for the wage type to be valuated.

 Module variant 'I'

The basic pay is determined from the total of all basic wage type

SUMME

 Module variants 'B', 'D', 'I','J'

The 'SUMME' module corresponds to the 'PRZNT' module except that the value of the wage type to be valuated indirectly is always the entire basic pay.

 Module variant 'M'

Corresponds to the module variant 'D'. The basis wage types are valuated as unreduced.  Module variant 'O'

Corresponds to the module variant 'I'. The basic wage types are not weighted in payroll.

SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Define valuation of base wage types

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ARBPL Module - Indirct valuation of WT for Position/WC

SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Determine indirect valuation for Position/Work Centers

Default Wage Type for IT 0008 using feature LGMST Hourly Wage earners:

1010 standard wage 1020-standard bonus Salary employee: 2010 standard salary 2020-standard bonus LGMST-> - MOLGA (country)

- PERSG (employee group )

- PERSK (employee subgroup)

PE03 to maintain Feature (READ Documentation before editing feature ) LGMST Planned Payment Specification Object Feature Task

Group the control features for wage type specifications used for recording basic pay data.

Use

Planned Payment Specification table (T539A)

SPRO->PM->PA-Payroll data->basic pay->Wage types-> revise default wage type

Procedure

The planned payment specification in table T539A for adding basic pay records (infotype 0008) can be defined in conjunction with these control features: company code, personnel area, personnel subarea, employee group, employee subgroup and the subtype of the record.

The return code matrix has the following structure: XX/YYYYYYYY, which has the following meaning:

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Report for changes to Remuneration

Indirect valuation on IT0008 amount does not shown in PA0008 Change pay scale group to create new pay increase

Program RPU51000 to maintain PS for simple pay increase

Update table T510 for PS group/

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Note: ensure employee are unlocked and run in batch mode

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PA20 – now the employee has 3 records for IT0008 ( different periods )

Pay Scale Reclassification

Update PS groups and levels in IT0008 for each employee

Run RPIPSR00 to maintain Pay Scale Reclassification Note: PS reclassification programs start with RPIT*

RPIPSR00 – batch input processing creating new record in IT 0008

Report RPLTRF00 to report Time spent in each Pay Scale Area/Type/Group/Level Note: perform pay scale reclassification before the Payroll run for each payroll period.

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Infotypes

Attributes of each infotype consists of Dialog module, structure, and a transparent table. Fro example; attributes for IT0002 : Dialog Module (rp_0002), structure (p0002) Table (PA0002)

Configuring Infotypes require the following tasks:

 create record without from./to date

 screen header

 time constraint

 subtype mandatory

 indicator for retroactive actg

SPRO->PM_>PA->Customizing procedures->Infotypes->Infotypes

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Note: IT0006 using T as time constraint

Time constraint table/Subtype – table t591a ( View v_t591a) e.g. subtype for IT0006

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Note: PA40 – create new employee using a reference employee no, all IT will be populated with the copied employee. ( see copy infotype in the attribute )

Attribute: Retroactive accounting trigger (refer to t588g for Retroactive acctg recognition).

If retro acctg is field dependent, maintain the fields in table T588G using SM30 to maintain view V_T588G

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Assigning Infotypes to countries

SPRO->PM_>PA->Customizing procedures->Infotypes->Assign infotypes to countires

View: V_T582L (Infotypes - country-specific settings)

Note: Feature can also be used to define screen controls; e,g feature P0007 for IT 0007

Customizing Screen Steps

SPRO->PM_>PA->Customizing user interface->……

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Step 3 – Maintain Modifier

Step 4 - Change Screen Modification

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Detail:

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Infotype Menu

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Configuring user specific Infotype Menu

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Fast Entry – PA70/71

Using ‘With Proposal’ to execute

This menu can be personalized for another IT ( mass update ) PA71 – used for mass update for Time.IT.

IMG to setup IT for fast entry

SPRO->PM_>PA->Customizing procedures->Infotype Menu->Setup IT menu for fast data entry

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Personnel Actions (PA40)

DFINF Feature determine from where default values should be taken for Infotype when an IT is copied.

Personnel action sis user group dependent

Setting up a new Personnel action

 define IT and their sequence

 define characteristics of personnel action

 store action reasons

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IMG: SPRO->PM->PA->Customizing->Actions………..

1) Determining Infogroups ( user group depending on Infogroup, can also depend the org. structure using FEATURE IGMOD)

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inside infogroup, determine sequence subtype,default values Operations (INS, COP, MOD, DEL, etc )

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Copy Infotyp 6 using subtype 2 ( family member )

Note: this can also be achieved by SAP delievered Dynamic action ( when you enter a dependent, it will bring the IT 21).

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Details of Action types:

Use F1 help to view documentation for each column

Note: Prior to 4.6, cannot have more than one action for one day. Now, IT302 will be used to store all actions under Additional Actions ( this will be shown under IT 0000 )

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

 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).

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Reasons for Action:

IMG: SPRO->PM->PA->Customizing->Actions->Create reasons for personnel actions

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Action Menu

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Dynamic Actions Dynamic action triggers:

maintain another infotype record send an email through SAPoffice Table: t588z

View: v_t588z e,g, infotype 0002

Note: Use F1 help for each column for detailed documentation Note: step M – send mail using function called M0001

e.g. Send email when payroll admin has been changed in IT0000

SACHA 06 0 *-SEND MAILS AFTER CHANGING

P0001-SACHA ---*

SACHA 06 1 P PSPAR-TCLAS='A'

SACHA 06 2 M M0001

Also, you need to maintain Feature M0001

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Call routine: e,g,

0001 06 95 DEFAULT_NICAT1(RPUACTG1)

calling form Default_nicat1 in program RPUACTG1:

FORM default_nicat1. "#EC CALLED

*

DATA: l_p0002 LIKE p0000 OCCURS 0 WITH HEADER LINE.

*

* Called from IT0001 only *

CHECK pspar-infty = '0001'.

*

* IT0002 must have been filled. *

* Get P0002 that has just been created *

PERFORM fill_infotype_table(sapfp50p) TABLES l_p0002 USING 'A' pspar-pernr '0002' space hr_low_date hr_high_date nop. *

CHECK NOT l_p0002[] IS INITIAL.

*

* Call the standard routine... *

PERFORM default_nicat.

*

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Fast entry of Actions

IMG: SPRO->PM->PA->Customizing user interfaces->Fast Entry of actions

TC: PA42 – Fast Entry

PE01 – Schema e.g TM01

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