Sap Hr Personnel Administration Training Overview

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SAP HR

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Personnel Administration

Brussels

2Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

3Course objectives

To learn:

Comprehend and carry out the basic processes of Personnel Administration

To be able to:

Explain major functional areas of SAP R/3 Human Resourcessuch as Personnel Administration

Maintain employee data Execute Personnel Actions

4

OverviewPersonnel Administration (1)

OrganizationManagement

Payroll &Accounting

Compensationmanagement Training & Event

Management

Recruitment

PerformanceManagement Personal

Development

PersonnelManagement

Time Management

5

OverviewPersonnel Administration (2)

OrganizationManagement

Payroll &Accounting

Compensationmanagement Training & Event

Management

Recruitment

PerformanceManagement Personal

Development

PersonnelManagement

Time Management

6Company structure management

12Générale

de Banque

13G-Fonds

14Cie belge

Fin. Indust.

15Bq belge

pr étranger

16Coperfort

GBZBZone Bxl

GBZNZone nord

GBZSZone sud

GBECEnt Centr

GFON GCOPGBFI GBET

BXLGGénéral

NRDGGénéral

SUDGGénéral

Company code

Personnel Area

Personnel Subarea

NRDFAg. Franco

BXLPPériphérie

SUDOSO ex.Mons

SUDECantons Est

Enterprise StructureEnterprise StructureEnterprise StructureEnterprise Structure

Personnel StructurePersonnel StructurePersonnel StructurePersonnel Structure

O

O O

O O

S

S

S

S

C

C

Position

Job

P Employee

ExternalExternalExternalExternal

Contractors

RetireeRetireeRetireeRetiree

ActiveActiveActiveActive

Hourly WorkerMonthly workerExecutiveManagerSenior ManagerStudent

ExpatriateExpatriateExpatriateExpatriate

InactiveInactiveInactiveInactive

Organizational StructureOrganizational StructureOrganizational StructureOrganizational Structure

Hourly WorkerMonthly workerExecutiveManagerSenior ManagerStudent

ExecutiveManagerSenior Manager

Hourly WorkerMonthly workerExecutiveManagerSenior ManagerStudent

Organizational Unit

7Transaction code (1)

What ?

There is a transaction code for each SAP-HR process:

PA10: personnel file PA20: display data PA30: maintain data PA40: maintain actions PA70: fast entry ...

Also in customising and developmenttransaction codes lead to the different activities:

SPRO: Implementation guide SE11: ABAP dictionary SE38: ABAP development SM30: table maintenance ...

/O/O to create new session

/N/N to erase old session

8Transaction code (2)

How to find ?

What’s the transaction code of this process?

• 1st way:See at the bottom of all pages

• 2nd way:System Status...

• 3rd way:Extra Settings Display technical names

9Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

10Concept - End user

Example – different kinds of payroll end users:

Payroll Manager Display HR master data and personnel file

Display remuneration statement, payroll

Payroll Process Administrator Performs time evaluation and runs payroll

Creates remuneration statement

Creates file for wage and salary payments

Post payroll results to accounting

Payroll Administrator Maintains HR master Data

Simulates payroll.

11

Concept -Personnel Administration

manage data, from a single database individual data

collective data

store data used for internal and legal reporting

Goal:

enable other HR related ERP components to use accurate, efficient and unique data within the whole organization

12Data maintenance

Who? Search help for personnel number

Direct selection Match codes =n.lastname.firstname + *

What? Infotypes

Menu F4 Direct selection

When? Validity period of a piece of information

13Concept - Personnel number

WHO?

14Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

15

IT000IT00099

Fiscal Data

DEUTSCHEMARK

DEUTSCHEMARK x x x x x x x x x x

xx x x x x x x x x x x

cheque

Family & related person

Addresses

Bank DetailsOrganizational Assignment

Tax OfficePersonal Data

Planned working timePerson X

Birthcertificate

IT0001IT0001

IT0021IT0021

IT0006IT0006

IT010IT01011

IT0002IT0002

IT0007IT0007

One subject per screen

Infotype

WHAT?

16Subtype

1111

2222

Infotype 0021

FamilyFamily

Subtype 2

Subtype 1

SpouseSpouse

ChildrenChildren

One subject per screen

17Object ID

1111

2222

1111

2222Infotype 0021

FamilyFamily

Subtype 2

Subtype 1

nr 02

nr 01SpouseSpouse

ChildrenChildren

One subject per screen

18

Title

Header

Validity period

Infotype

content

Each infotype has these screen parts

Screen parts

19Maintain infotypes

New recordsChanging

existing records

20

Actions (IT0000)

Organizational Assignment (IT0001)

Personal Data (IT0002)

Addresses (IT0006)

Planned Working Time (IT0007)

Basic Pay (IT0008)

Date Specifications (IT0041)

Family Allowance A (IT0043)

Company Pension Fund CH (IT0046)

Tax Data GB (IT0065)

Social Insurance B (IT0100)

Fiscal Data B (IT0101)

Code INSEE F (IT0217)

CBS NL (IT0408)

SAP Standard Common SAP Standard Local

Infotypes:Common <> country specific

21Excercise: infotypes

Search for ‘Arinso Employee XX’ (50 to 75) Display IT 0001 Create IT 0006 Create IT 0021 subtype 1 (start date 01/05/2005) Create IT 0021 subtype 2 (start date 01/05/2005) Copy IT0009 Change IT0006

Take a look at infotypes 7, 8, 9, 19, 41

22Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

23Validity period

Each screen has a validity period

The validity period indicates

when the infotype content is valid

WHEN?

24

Concept:Time constraints (1)

determine how many times a certain screen must and can exist

defined at the level of: the infotype or the subtype

25

Concept:Time constraints (2)

4 options : 1 : obligatory, no gaps, no overlappings

Personal data, official address

2 : optional, gaps, no overlappings

Spouse, company car

3 : optional, gaps, overlappings Education, former employer

4 : per subtype Addresses infotype

26

Validity period + Time constraints

=

Data historic

Data historic

01/05/2000 01/11/2000 31/12/9999

Create

$ 5000

$ 5500

$ 5500$ 5000 $ 5500

27Example

Official address – Infotype 0006

Hiring

01.05.2004 04.06.2004 01.08.2004 31.12.9999

Wrong number Moving

01.05.2004 – 31.12.9999

Nr. 12 Nr. 20

01.05.2004 – 31.12.9999

Brussel Brussel

Nr. 34

Leuven

01.08.2004 – 31.12.9999

Nr. 20

Brussel

01.05.2004 – 31.07.2004

28Excercise: time contraints

Create IT 0021 subtype 1 (start date: 01/07/2006) Create IT 0021 subtype 2 (start date: 01/07/2006)

What is the difference between these subtypes? What are the time constraints of these subtypes?

What is the difference between the overviews of IT 0002 and IT 0006?

29Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

30Infotype Screens

Change Organizational Assignment

Org Structure

Create Personal Data

Org StructureCreate Bank Details

Org StructureCreate Addresses

Org StructureCreate Planned Working Time

Org StructureCreate Actions

Org Structure

Recur. Payments/ DedAdditional PaymentsFiscal Data DChild Allowance D

with proposal

Fast Entry

Fast Entry1 InfotypeMultiple PersonnelNumbers

Fast Entry1 InfotypeMultiple PersonnelNumbers

Single Screen1 Infotype1 Personnel number

Single Screen1 Infotype1 Personnel number

Personnel ActionsSequence of Infotypes1 Personnel number

Personnel ActionsSequence of Infotypes1 Personnel number

31

Organizational

ReassignmentRe-entry into

company

Retirement

EarlyRetirement

Leaving

Family event

Hiring

CareerInterruption

Scenario's

Infotype access through actions

Data maintenance:Predefined HR scenario’s

32Personnel Actions (1)

Actions Change of your organizational assignment (IT 0001) Ex. : hiring, reassignment, pension, leaving, … Stored in IT 0000

Administrative actions No change of your organizational assignment, but of other infotypes Ex. : change of your family situation, Stored in IT 0000 and IT 0302

33Personnel Actions (2)

Data maintenance for predefined HR scenario’s by means of actions

34Personnel Actions (3)

35Hiring procedure

Create action(Infotype 0000)

Organizational Assignment(Infotype 0001)

Contracts(Infotype 0016)

Date monitoring (expiry of contract)*(Infotype 0019)

Date monitoring (expiry of probation)*(Infotype 0019)

Personal Data(Infotype 0002)

Family/Related Person (child)*(Infotype 0021 subtype 2 )

Family/Related Person (spouse)*(Infotype 0021 subtype 1)

or

Family/Rel. Person (companion)*(Infotype 0021 subtype 7)

Addresses(Infotype 0006)

Planned Working time(Infotype 0007)

Basic Pay(Infotype 0008)

Dates Specifications(Infotype 0041)

Personnel Actions

Country specific infotypes

36

Additionalauthorizationcheck

Determineswhenpayroll is run

Determines the

administratorsresponsible

Infotype 0001

37Payroll Area (1)

SAP AG 2003

Payroll Organization

Run payroll for previous Run payroll for previous monthmonth on 10th of the monthon 10th of the month

Run payroll for current Run payroll for current month on 28th of the monthmonth on 28th of the month

Jan.Jan. 11 Feb. 1Feb. 1 Jan. 1Jan. 1

Payroll area YYPayroll area XX

Feb. 1Feb. 1

38Payroll Area (2)

SAP AG 2003

Payroll Control Record

Simulation

Payroll areaPayroll area XX Salaried employeesXX Salaried employees

Released for payroll

Released for corrections

Exit payroll

Check payroll results

Incorrect personnel no.

Payroll area

Payroll status

XX monthly

The different stages ofPayroll

Payroll

Release payroll

Start Payroll

Check Results

Corrections

Exit Payroll

International

Payroll

39Payroll Area (3)

SAP AG 2003

Overview: Payroll Organization

Periodparameter

Datemodifierand

Payrollperiods

Calendar forcumulations

Control record

Assigned to thepayroll area

Exists for eachpayroll area

For each combinationof period parameter

Datemodifierand

Monthly orweekly?

Additionaldate types

Which payrollyear, start and end

of periods

Cumulationsofwage types for

reporting purposes

Controls the individualpayroll phases

40Organizational Key

SAP AG 2003

Personnel subarea 1000

Organizational key10001300

Organizational key10001200

Personnel subarea 1000

Cost center 1300

Cost center 1200

41Administrator (1)

SAP AG 2002

Administrators

Time Recording Administrator: Error lists in

Time Management

Automatic mailif changes are made to

infotypes

Reporting/Evaluations

Payroll Administrator: Contact person on remuneration

statementsAuthorization

checks

Personnel Administrator:Monitoring of Tasks

42Administrator (2)

SAP AG 2002

Administrator Assignment

Group Admin. Name of administrator F. of addr. Tel.no. SAP Name

0001

0001

0001

0001

0001

001

002

003

CA

NDP

Joanne Henderson

Edward Carter

Robert Bell

Chris Appleman

Nicola Davenport

Ms

Mr

Mr

Ms

Ms

4711

5541

1239

6665

9848

HENDERSONJ

CARTER

BELLR

APPLEMAN

DAVENPORTN

Org. Assignment (0001)

Administrator, Group, HR, Time Rec., Payroll

View: Change Administrator

43Excercise: Personnel action

Hire 2 or more employees Start date: 01/03/2005 Personnel area: ARBE, ARNL, ARUK, ARUS, ARPL Employee group: 1 Employee subgroup: 01 - 05 Position: Use the position that you created yesterday or

create a new one

44Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

45IMG <> Table maintenance

Two different ways:

IMG Table maintenance

Transactionscode

SPRO SM31

46IMG <> Table maintenance

IMG Transaction code: SPRO

With the implementation guide, you can access all tables and features to configure the HR system.

You can maintain:

• Set up infotypes• Infotypes menus• Actions:

- Infogroups- Reasons for actions- Action menu

• Dynamic actions etc…• Define infotype header • Infotypes screen control

47IMG <> Table maintenance

Two different ways:

IMG Table maintenance

Transactionscode

SPRO SM31

48IMG <> Table maintenance

Table maintenance Transaction code: SM31, SM30

With the Table maintenance screen, you can access all tables that you know to customise the HR system.

49Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

50

Customizing Tables:Key and functional fields

Transaction code: SM30

SAP AG 2002

Customizing Tables: Key and Function Fields

Pay Scale Groups

Grpg PS group Lv W. Type Start End Amount Curr.

01.01.791 WW 1010 31.12.9999 6.500,00

01.01.922 AT 31.12.9999 7.750,00

3 AT 01.01.79 31.12.9999 4.000,00

Position...

Function fields: White fields give more information on anentry

Fields that are gray identify a unique table entry. There is only one table entry with specific key fields. If you overwrite the key field, the system creates a copy of the entry.

An entry in a Customizing table consists of key fields and function fields.Key fields identify a specific unique entry, whereas function fields describe this entry.There is only one table entry with the same key fields.

51

Customizing Tables:Delete and Save

Transaction code: SM30

SAP AG 2002

Customizing Tables: Delete - Save

Change View "Pay Scale Groups": OverviewChange View "Pay Scale Groups": OverviewSystemEdit Goto HelpObject Utilities

Pay scale typePay scale area

Grpg PS group Lv W. Type Start End Amount

01.01.7901.01.7911 WWWW 10101010 31.12.999931.12.9999 6.500,006.500,00

01.01.922 AT 31.12.9999 7.750,00

3 G01A 01.01.79 31.12.9999 4.000,00

Save:All changes made to the entries must be saved

Exp. <-> Coll. New entries Delimit

Delete:Select one or more entries andchoose "Delete".

SAP AG 2002

Customizing Tables: Delete - Save

Change View "Pay Scale Groups": OverviewChange View "Pay Scale Groups": OverviewSystemEdit Goto HelpObject Utilities

Pay scale typePay scale area

Grpg PS group Lv W. Type Start End Amount

01.01.7901.01.7911 WWWW 10101010 31.12.999931.12.9999 6.500,006.500,00

01.01.922 AT 31.12.9999 7.750,00

3 G01A 01.01.79 31.12.9999 4.000,00

Save:All changes made to the entries must be saved

Exp. <-> Coll. New entries Delimit

Delete:Select one or more entries andchoose "Delete".

To delete entries in Customizing tables,

select the entries that you want to delete and then select Delete. You must save all the changes you make to Customizing tables

52

Customizing Tables:Create and Copy

Transaction code: SM30

SAP AG 2002

Customizing Tables: Create - Copy

Change View "Pay Scale Groups": OverviewChange View "Pay Scale Groups": OverviewSystemEdit Goto HelpObject Utilities

Var. List

Pay scale typePay scale area

Grpg PS group Lv W. Type Start End Amount Curr.

01.01.7901.01.7911 WWWW 10101010 31.12.999931.12.9999 6.500,006.500,00

01.01.922 AT 31.12.9999 7.750,00

3 G01A 01.01.79 31.12.9999 4.000,00

Create: You receive an empty input screen,in which you must enter both the key and the function fields.

Exp. <-> Coll. New entries Delimit

Copy:Select an entry that is similar to the entry youwant to create and overwrite at least one keyfield and possibly the function fields on the subsequent screen

SAP AG 2002

Customizing Tables: Create - Copy

Change View "Pay Scale Groups": OverviewChange View "Pay Scale Groups": OverviewSystemEdit Goto HelpObject Utilities

Var. List

Pay scale typePay scale area

Grpg PS group Lv W. Type Start End Amount Curr.

01.01.7901.01.7911 WWWW 10101010 31.12.999931.12.9999 6.500,006.500,00

01.01.922 AT 31.12.9999 7.750,00

3 G01A 01.01.79 31.12.9999 4.000,00

Create: You receive an empty input screen,in which you must enter both the key and the function fields.

Exp. <-> Coll. New entries Delimit

Copy:Select an entry that is similar to the entry youwant to create and overwrite at least one keyfield and possibly the function fields on the subsequent screen

New EntriesThe system displays an empty input screen and you must enter key and function fields.

CopySelect an entry that you want to copy and overwrite the entries in the key and, if

necessary, the function fields on the subsequent screen

53

Customizing Tables:Delimit

Transaction code: SM30

SAP AG 2003

Change View "Pay Scale Groups": OverviewChange View "Pay Scale Groups": OverviewSystemEdit Goto HelpObject Utilities

Grpg PS group Lv. WT Start dateEnd date Amount Curr.

01.01.7901.01.7911 WWWW 10101010 31.12.999931.12.9999 6.500,006.500,00

01.01.922 AT 31.12.9999 7.750,00

3 AT 01.01.79 31.12.9999 4.000,00

Validity Limit: EntryValidity Limit: Entry

Position... Entry 1 of 1

Valid from 01.01.2003

If you want to make an entry invalid as of a certain date, choose Delimit and enter the delimitation date.The system automatically creates a newrecord, and you can overwrite the functionfields.In time-dependent tables, the systemdisplays the record currently valid.Use the Expand-Collapse function to display the other records.

54Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

55Infotypes structure (1)

F1

56Infotypes structure (2)

Transaction code: SE11

F1

F9

57

Infotypes attributes:IMG <> Table maintenance

Transaction code: SPRO Transaction code: SM31

Table

T582A

58

I. General attributesII. Display en selectionIII. Retroactive accounting triggerIV. Technical data

Table V_T582A

Infotypes attributes:Overview

59

example: IT0002

Infotypes attributes:Example

60

I. General attributes

Time constraint = A time constraint indicates whether more than one infotype record may be available at one time

Infotypes attributes:General attributes (1)

61

Possible time constraints

1 => One record obligatory + continuity obligatory

note: timeconstraint 1 of IT0000, IT0001 and IT0002 cannot be edited in V_T582A

2 => Only one record at a time + continuity not obligatory

3 => Multiple records possible + continuity not obligatory

A => Only one record can exist from 01.01.1800 to 31.12.999;

these infotypes may not be deleted

(e.g. IT0003) see table V_582B

B => Idem A but these infotypes may be deleted

(e.g. IT0031)

T=> Time constraint depends of subtype

(e.g. IT0009)

Z => Only for time infotypes;

time constraint depends of timerelation class defined in table V_T554S_I (also see collision checks in V_T554Y)

(e.g. IT2001)

Infotypes attributes:General attributes (2)

62

Time constraint table = when the time constraint is subtype dependent

Infotypes attributes:General attributes (3)

63

Maint. Aft. leave example IT0006 Addresses => time constraint table V_T591A

= This field controls whether you can record master data after an employee has left the company.A warning tells you whether you are permitted to do so or not.

Blank = modifying the infotype after leaving is authorized

W = modifying the infotype after leaving is authorized + the system will give a warning

E = modifying the infotype after leaving is not authorized

Infotypes attributes:General attributes (4)

64

Subtype obligatory= If the layout of an infotype screen depends on the subtype, you must enter the subtype when creating a new record.

Subtype table= table with subtypes of an infotypeTable V_T591A

Indicator Objid = define if multiple records of a subtype can exist at the same time

ex. IT0021 Subtype Chiild

Subtype field= name of the field of the subtype in the structure of the PA-infotype (see trans SE11 struct. PSxxxx)

Infotypes attributes:General attributes (5)

65

II. Display and selection

Select w/start= most 3: record valid on input date of selection screen

Select w/end

= always 5: record(s) with valid data in the selected period

Select w/o date

= 6: all records valid from cpu date to end of times

= These values of the fields define the way the records are displayed for input for begin and enddate.

Infotypes attributes:Display and selection (1)

66

Create w/o strt

= define the begindate that will be proposed by the system when at creation of the infotype no begindate is filled in the selectionscreen

blank begindate is blank (vb. IT0023)

1 record does not exist => entry date = begindaterecord exist => begindate of existing record

(vb. IT0002,IT0027)

2 startdate of actual organizational definition (vb. IT0100, IT0101, IT0105)

3 CPU datum = date of today (vb. IT0017)

Infotypes attributes:Display and selection (2)

67

Create w/o end

= define the enddate that will be proposed by the system when at creation of the infotype no enddate is filled in the selectionscreen

blank no value (vb. IT0023)

1 enddate is 31.12.9999 by default (vb. IT0100,IT0101)

2 enddate by default = date of leaving (vb. IT0007)

3 enddate by default = begindate of actual record

Infotypes attributes:Display and selection (3)

68

List time per.

= define the period that will be show in the overview

Crossed = overview shows all periods from selectionscreen

blank = overview shows all periods without the selectionscreen

Infotypes attributes:Display and selection (4)

69

III. Retroactive accounting triggerIII. Retroactive accounting trigger

Before ERA date

You can use the entry before earliest retroactive accounting date indicator to define if payroll relevant data may be entered in a personnel control record before the earliest retroactive accounting period of the relevant payroll accounting area (transaction code PA03).

Before ERA date

You can use the entry before earliest retroactive accounting date indicator to define if payroll relevant data may be entered in a personnel control record before the earliest retroactive accounting period of the relevant payroll accounting area (transaction code PA03).

Infotypes attributes:Retroactive accounting trigger (1)

70

Retr.acct.payr.

When you make entries in the payroll past, the Earliest Change in Master Data Since Last Payroll field is set in the Payroll Status infotype (0003).

blank = Infotype is not relevant to retroactive accounting,

R = Change triggers retroactive accounting,

T = Retroactive accounting is field dependent according to T588G.

Retr.acct.payr.

When you make entries in the payroll past, the Earliest Change in Master Data Since Last Payroll field is set in the Payroll Status infotype (0003).

blank = Infotype is not relevant to retroactive accounting,

R = Change triggers retroactive accounting,

T = Retroactive accounting is field dependent according to T588G.

Infotypes attributes:Retroactive accounting trigger (2)

71

Infotypes attributes:Retroactive accounting trigger (3)

Table V_T588GTable V_T588G

72

Entry of RA limit time

If checked it’s possible to make modifactions before the « Personal earliest retroactive accounting date ».

Retr.acct PDC

Define if the infotype at recalculationis relevant for time management

Entry of RA limit time

If checked it’s possible to make modifactions before the « Personal earliest retroactive accounting date ».

Retr.acct PDC

Define if the infotype at recalculationis relevant for time management

Infotypes attributes:Retroactive accounting trigger (4)

73

Past entry all.

Permissibility of entries relating to the payroll past.

Blank = Entries which relate to past payroll periods are permitted.This type of entry is like changing or creating a database record with a start date which lies in the last payroll period or prior to this. The system displays a warning message.

X = Entries which relate to past payroll periods are permitted. The system displays a warning message.

E = Entries in the payroll past are not permitted. If payroll has has never been run for the employee in question, the entries are permitted.

I = Whether or not entries in the payroll past are permitted depends on which infotype is being processed. This entry is only suitable for certain infotypes. If used in other infotypes, the system does not perform a check.

Past entry all.

Permissibility of entries relating to the payroll past.

Blank = Entries which relate to past payroll periods are permitted.This type of entry is like changing or creating a database record with a start date which lies in the last payroll period or prior to this. The system displays a warning message.

X = Entries which relate to past payroll periods are permitted. The system displays a warning message.

E = Entries in the payroll past are not permitted. If payroll has has never been run for the employee in question, the entries are permitted.

I = Whether or not entries in the payroll past are permitted depends on which infotype is being processed. This entry is only suitable for certain infotypes. If used in other infotypes, the system does not perform a check.

Infotypes attributes:Retroactive accounting trigger (5)

74

What seems to you the correct time constraint for:

IT0000 procedures IT0002 Personal Data IT0007 Planned Working Time IT0037 Insurance IT0001 Organizational Assignment IT0023 Other/Previous Employers

Exercise:Time constraints

75

Choose and explain the meaning of blank, R or T for these infotypes:

IT0003 Payroll status IT0014 Recur. Payments/Deds. IT0002 Personal Data IT0100 Social Insurance B IT0022 Education IT0021 Family/Related Person IT0101 Fiscal Data B IT0023 Other/Previous Employers IT2001 Absences IT0001 Organizational Assignment

Excercise:Payroll relevant infotypes

76

For infotype 0032 we want to setup the following properties:

Only one record or no record at the same time The field car regulation is payroll relevant when we modify it When displaying an overview only show the selected period

Excercise:Infotype configuration

77Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

78Master Data processes

Personnel actionsThe personnel actions functiongroups all of the infotypes togetherthat must be maintained when a particular human resource process is performed

OrganizationalReassignment

Re-entry intocompany

Retirement

EarlyRetirement

Leaving

Family event

Hiring

CareerInterruption

Scenario's

79Personnel actions

Transaction code: PA40 = for each event (hiring, change of salary, bird of child, etc…) the user get a sequence of relevant infotypes

80

Personnel actions:IMG

81

Personnel actions:Table maintenanceand feature IGMOD

Transaction code: SM31 Transaction code: PE03

Table

T588C

T588D

T529A

T530

T588B

IGMOD

Feature

82

User group dependency on menus and info groups

Personnel actions:Define infogroups

Here you can define if an infogroup is usergroup dependent

=> parameter ‘UGR’ in System/User profile/Own Data/Parameters.

V_T588C Menutype G = Infogroup

83

Personnel actions:Define infogroups

Infogroup

Here we define the sequence of infotypes (and subtypes) for an infogroup.

Table V_T588D

84

Infogroup

COP Copy

For other actions than first registration.

If at Copy the infotype does not exist it becomes create.

DEL DeleteDelete Infotypes

INS Create

For first registration.

At Create the system will check if an infotype with the same subtype exist. If so, INS becomes MOD

LIS9 Delimit Infotypes delimit (at leaving).Never use LIS9 for IT0000 and IT0001! These 2

infotypes have to stay with endda = 31.12.9999 even for employees who are leaving.

MOD Change

To change existing infotypesINSS Create (no MOD)

Create even if an infotype exists. No switch to MOD if the same infotype exist.

Personnel actions:Define infogroups

Possible operations

85

Personnel actions:Define infogroups

Infogroup modificator

Feature IGMOD

86

Personnel actions:Define infogroups

Infogroup modificator

Feature IGMOD

87

Sequences of infotypes linked to an action (MASSN)

Personnel actions:Define types of actions

88

Sequences of infotypes linked to an action (MASSN)

Personnel actions:Define types of actions

89

Sequences of infotypes linked to an action (MASSN)

Personnel actions:Define types of actions

TABEL T529A Type of procedure (MASSN) = 01 Description procedure = Hiring Function char for action = 1

1 First hiring; 7 Transfer from recruitment; 0 Other

Status clientspec. = blank

90

Sequences of infotypes linked to an action (MASSN)

Employment Status = 3 Status special payment = blank Feature for action sequence = blank

MSN20 leave; MSN21 rehiring; ...

Infogroup Date control

Personnel actions:Define types of actions

91

Here you define which procedure

must be displayed an in which sequence

Personnel actions:Change action menu

92Exercise: Personnel actions

Create a new procedure ‘EXTERNAL EMPLOYEE XX’

Use procedure ZA to ZZ

Include Infotype 0001 and Infotype 0002

Use infogroup ZA to ZZ

Include this in transaction PA40

Use action menu ’01’, reference usergroup ’00’ and line number XX

93

Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

94

Master Data processes:Dynamic actions (1)

Dynamic actions

If the maintenance of an infotype has an impact on a second one,the system will automatically propose you, just after,another screen to maintain the second infotype.

In certain cases, this operation will be executed in background. (invisible for the user)

95

Dynamic actions are performed automatically by the system, depending on certain conditions

Master Data processes:Dynamic actions (2)

96

Master Data processes:Dynamic actions (3)

97

Master Data customizing:Dynamic actions (1)

Table maintenance Transaction code: SM31 Dynamic actions

Table

T588Z

98

Master Data customizing:Dynamic actions (2)

Example

99

Master Data customizing:Dynamic actions (3)

1 Itype Mandatory infotype from which the dynamic measure is activated

2 STy Optional subtype from which the dynamic measure is activated

3 Field n Optional field name from which the dynamic measure is activated

4 FC Mandatory function applied on infotype from which the dynamic measure is activated

5 No Sequential number permitting to read the data in a certain order

6 S Optional step indicator

7 Variable function part

Mandatory command field

Description of the different columns

100

Master Data customizing:Dynamic actions (4)

Description of the possible steps

P Plausibility check : With this action you check certain conditions (for example, comparing the old and the new value).

I Call infotype. With this action you call an infotype for further processing

W Enter values : With this action you enter values for a new data record

V Link to another action : With this action you group together fields for which you want the system to perform the same action

F Call routine : With this action you call an internal or external form routine

M Send mail : With this action you send an e-mail by entering a suitable feature

Comment

101Exercise: Dynamic actions

Which dynamic action is executed when you create (or copy) a record of IT 0016 with a probation period?

On which lines can you find the code in table T588Z?

Explain what the code does.

102

Master Data customizing: Features (1)

SAP AG 2002

Sub-objects

Feature ABKRS Payroll area

Decision tree

Attributes

Documentation

Display Change

ABKRS Payroll area

MOLGA Country grouping

01 Germany

PERSG

02 Switzerland

10 USA

Employee group

3

02

otherwise

PERSK Employee subgroup

01 Hourly wage earners

Via transaction PE03 or IMG

Default Payroll Area

Features: Initial Screen Edit ABKRS Feature: Decision Tree

Active

103

Master Data customizing: Features (2)

SAP AG 2003

Sub-objects

Feature ABKRS ABKRS Default values for Payroll area

Create

Decision tree

Attributes

Documentation

Display Change

Features: Initial Screen (Transaction PE03)

Information on the structure and the functions

Administration data of a feature, including the structure (fields that can be queried in the decision tree)and country assignment

Query data structure todetermine return values.You can maintain them usingTable maintenance

orTree maintenance

104

Master Data customizing:Features (3)

Two different views to maintain features:

Transaction code: PE03

Tree maintenance

Table maintenance

105Features ABKRS

SAP AG 2003

Maintaining Features (3)

ABKRS ABKRS Payroll area

MOLGA Country grouping

01 Germany

PERSG Employee group

1 Active

PERSK Employee subgroup

DE Trainee - industrial

DF Trainee - commercial

DI Hourly wage earners

20

DN Monthly wage earners

DS Senior staff

DT Non-PS employees

20

DU Salaried employees

Feature Edit Goto Utilities View System Help

Decision operation

Decision field value

Status: active

Return code

Feature ABKRS

106Feature PINCH

SAP AG 2003

2) Default for Administrator Groups

PINCH PINCH Administrator group

TCLAS Transaction class for data storage

B Applicant data

otherwise

APPL

****

Status: active

Group Admin. Name of administrator F. of addr Tel.no. SAP name

00010001000100010001

001002003CANDP

Joanne HendersonEdward Carter Robert Bell Chris ApplemanNicola Davenport

Ms.Mr.Mr.Ms.Ms.

47115541123966659848

HENDERSONJCARTERBELLRAPPLEMANDAVENPORTN

Org. Assignment (0001)

Administratorgroup: personnel,

time, payroll

View: Change Administrator

107Feature NUMKR

SAP AG 2003

Feature NUMKRFeature NUMKR

Intervals

No. From number

0102

0000000190000001

To number

9000000099999999

Current number

4711

Ext

X

Decision tree

External numberassignment

Internal numberassignment

108

Exercise:Defaulting via features

What is the function of feature ABKRS ? What is the function of feature CONTR ?

109User exits

Process before output Defaulting Messages

Process after input Verification of entered data: messages, corrections Defaulting

110

OverviewTransactions

Transactions PA10: Personnel file PA20: Display data PA30: Maintain data PA40: Personnel actions PA70: Fast entry data PE03: HR: Features SE11: ABAP Dictionary SM31: SAP Customizing Implementation Guide SPRO: Implementation Guide …

111Agenda

7777 PA as ‘Consultant’ (Master Data Customizing)

1111 Overview Personnel Administration (PA)

2222 PA as ‘End User’ (Data maintenance)

Infotypes and subtypes

3333

Time constraints and validity periods

4444

5555

Data maintenance procedures and actions6666

General concepts

IMG <> Table maintenance8888

Customizing tables9999

10101010 Infotypes structure and attributes

11111111 Personnel actions

12121212 Dynamic actions, features and user exits

13131313 Legacy System Migration Workbench

112

LSMW (1) – Legacy System Migration Workbench

113

LSMW (2) – Maintain Object Attributes

114LSMW (3) – Create Recording

115

LSMW (4) – Maintain Source Structures + Source Fields + Structure Relationships

116

LSMW (5) – Maintain Field Mapping and Conversion Rules

+ Maintain Fixed Values, Translations, User-Defined Routines

117LSMW (6) – Specify Files

118

LSMW (7) – Read Data + Convert Data

+ Display Read Data

+ Display Converted Data

119

LSMW (8) – Create + Run Batch Input Session

120Exercise: LSMW

Create an LSMW for IT 0023 (Other / Previous Employers) Create the LSMW object IT0023_XX under Project AR_TR,

Subproject AR_TR_PA. Configure this LSMW project. Look at the previous slides

for guidance. Try to create a recording IT0023_XX for transaction PA30 (or simply copy the existing recording IT0023).

Adapt the file IT0023_UPLOAD.txt for your personnel number(s). Enter multiple previous employers.

Import and convert your data, create and run a batch input session

Check IT 0023 for your employee(s)

121

Thank you for your attention and

Enjoy working for ARINSO ! !

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