115
Deloitte Consulting LLP Presenter 1 Presenter 2 Deloitte Consulting LLP Month Date, 2011 SAP HCM Functional Training — Boot Campus Training Program Time Management

836664 SAP Training - Time Management

Embed Size (px)

Citation preview

Page 1: 836664 SAP Training - Time Management

Presenter 1Presenter 2

Deloitte Consulting LLP

Month Date, 2011

SAP HCM Functional Training — Boot Campus Training Program

Time Management

Page 2: 836664 SAP Training - Time Management

Agenda

Time Management Process Overview 3

Time Recording 26

Infotypes 31

Holiday Classes, Day Types, Work Schedules 61

Quotas 70

Time Evaluation 96

Page 3: 836664 SAP Training - Time Management

Day 1Time Management Process Overview

Page 4: 836664 SAP Training - Time Management

- 4 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Management Process Overview

Time Recording

Time Evaluation

Work schedules

Company Structure

Page 5: 836664 SAP Training - Time Management

- 5 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

SAP Time overview

Recording... …. evaluating ….using working times

Self-ServiceApplications

Time sheet Time Accounts CapacityPlanning

Personnel/Time Administrators

Training and Event Management

Cost AssignmentIncentive Wages

and Payroll AccountingTime RecordingTerminals

Activity Allocation

Working time provisions,Attendances/Absences,

Availabilities and Substitutions

Page 6: 836664 SAP Training - Time Management

- 6 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Org. Assignment 0001

Personal Data 0002

AbsenceQuotas 2006

PlannedWorking Time 0007

Employees

For time evaluation only

Always required

Required Infotypes in Time Management

Name Date of birth

Time RecordingInfo 0050

Page 7: 836664 SAP Training - Time Management

- 7 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Work Schedules

Absence

Attendance

Quotas

Day Shift

Vacation Sick Leave Privileged Leave Casual Leave

Training Travel Attendance

Training Quota

Leave Quota STD Quota

Time Management Examples

Work Schedules

Absence

Attendance

Quotas

A Work Schedule is a combination of Holiday Calendar, Daily Work Schedule, Period Work Schedule and appropriate Grouping(eg. salaried, hourly)

Absences are times when employees are not at work (e.g., Vacation)

Attendances are times when employees are at work (e.g., Regular Attendanance

Quotas are deductions from an employee’s entitlement (Absence/Attendance)

Infotype A collection of related data managed together. (e.g., Planned Working Time — IT0007)

Page 8: 836664 SAP Training - Time Management

- 8 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time InfotypesAbsences

(2001)Attendances

(2002)Overtime(2005)Time Events

(2011)

Recording actual times

Substitutions (2003)Availability (2004)

Recording changes to planned specifications

Absence Quotas (2006)Attendance Quotas (2007)

Recording approvals and absence entitlements

DateTimeTime event typeDay assignmentAtt./abs. reasonTerminal IDOrigin

04/01/xxxx8:00P10 Clock-in=

TimeEvaluation

Different Payment

Cost Assignment

Time Recording Terminals

Infotype — 2011 (Only for Time Recording)

Page 9: 836664 SAP Training - Time Management

- 9 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Absences

Managetime

accounts

Determinesalary/wages

Compilestatistics

Payment

Statistics

Attendances and Absences

Entitlementn days

Attendances

Page 10: 836664 SAP Training - Time Management

- 10 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Overtime

Premium

Pay scale group/level

Extra pay...

Different Payment

Cost center

Order

...

Cost Assignment

Page 11: 836664 SAP Training - Time Management

- 11 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

6 7 13 14 20 21 27 28

Calendar

Working time

Shift work6.00 a.m. – 2.00 p.m.

Work Schedules

Flextime7.00 a.m. – 6.00 p.m.

Page 12: 836664 SAP Training - Time Management

- 12 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Generation of Work Schedules

Personnel Subarea — Employee Subgroup Groupings

Daily Work SchedulesPublic Holidays

Public Holiday Calendar Break Schedules Variants Rules — Variants

Period Work Schedules

Work Schedules

Monthly Work Schedules

Infortype 0007 Plan Working Time

Generate

Work Schedules

Page 13: 836664 SAP Training - Time Management

- 13 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

PS GroupingHeadquarters

MX Mexico

Holiday Calendars

New Year’s DayEpiphanyGood FridayEaster SundayEaster MondayNational holiday

Public Holidays

AR ArgentinaAT AustriaCA CanadaDK DenmarkGE England and WalesMX Mexico

Pub. Holiday Calendars

With fixed date

With fixed day from date

Relative to Easter

Is Easter Sunday

Is a floating holiday

Change/Add Public Holidays

Page 14: 836664 SAP Training - Time Management

- 14 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Example 1:

+

05/10/YYYY–05/20/YYYY 05/15/YYYY–05/25/YYYY

Illness record created05/15/YYYY–05/25/YYYY

Leave record “delimited”05/10/YYYY–05/14/YYYY

Example 2:

+

06/02/YYYY–06/22/YYYY 06/12/YYYY–06/18/YYYY

Error Message:Leave record cannot

be created

Illness record remains unchanged

06/06/YYYY– 06/22/YYYY

Collision checks

Page 15: 836664 SAP Training - Time Management

- 15 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Change Annual Calendar

Pers. no. 0021903 Denise Smith

January H H H H HFebruaryMarch K KAprilMay. . .

Year

Change Monthly Calendar

Pers. no. 0021903 Denise Smith

Monday

. . .

Month

Tuesday Wednesday ...Flex **** FlexH A VMA AK K K

Week

Maintain weekly calendar

Monday09/13/99

8.002.55.5

Tuesday09/14/99

8.000.08.0

Wednesday09/15/99

8.000.08.0

Thursday09/16/99

8.000.08.0

...

Standard Rec. hrs Rem. hrs

EndStart

09/13/99 09/13/99

Hrs

2.5

Frm

11:00

To

14:00

An./Abw.

ABCD Dr’s appt

Att./abs.Type Cost center

0021903

Calendars

Page 16: 836664 SAP Training - Time Management

- 16 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Recording Time Data

InternetWorkflow

Time Recording Terminals Employee Self-Service

Time AdministratorTime Sheet

Time Manager‘s WorkplaceFast entry

Page 17: 836664 SAP Training - Time Management

- 17 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Method #1: Record only deviations from the work schedule

Work schedule = actual and

planned

Doctor’s appt 11:00 14:00 2.5 hrs

Method #2: Record all times

Attendance 08:00 11:00 3 hrs

Doctor’s appt 11:00 14:00 2.5 hrs

Attendance 14:00 17:00 3 hrs

Recording Time Data (cont.)

Recorded times =actual

Work schedule = planned

Page 18: 836664 SAP Training - Time Management

- 18 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Early

Normal

Night

Work Schedule

+ Personnel Time Data

Absences

Attendances

Overtime

Businesstrips, workperformed

Substitutions

Change inplannedworkingtime

AvailabilitiesTime Events

Processing Time Data

Page 19: 836664 SAP Training - Time Management

- 19 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Administrators and TMW

High degree of personalization for functions and interfaces

Ability to record time data simply using easy-to-remember IDS

Intuitive navigation options All time data on one screen

Time Manager’s Workplace A user interface for: Recording and maintaining employee time data

Processing messages

Decentralized time administrators

Page 20: 836664 SAP Training - Time Management

- 20 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Quotas

Organizational data

Absence quotas

Attendance quotas

Page 21: 836664 SAP Training - Time Management

- 21 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Absence and Attendance Counting

Absences/attendances countingDaily Work Schedule Class

WeekdayWork Schedule

Public Holiday Class and day Types

Period Work Schedule Class

Infotype 2006

Infotype 2007

Deduction of Absence Quota

Deduction of Absence Quota

Page 22: 836664 SAP Training - Time Management

- 22 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Evaluation

Use

Time Evaluation

Payroll

Results MessagesTime Accounts

Employees’ Time Statement

Time Wage Types

Employee Master Data

...

Meeting

Work Schedules

08:00 Clock-in14:00 Clock-out14:00–17:00 Doctor

Time Recording

3/30L

3/31L

4/01L

4/02OFF

Page 23: 836664 SAP Training - Time Management

- 23 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Select employees and evaluation period

Load data

Check data for errors

Classify times

Select time wage types

Compensate overtime wage types

Manage time accounts

Update results

Breaks Planned working times Overtime

Evaluating Time Data

Page 24: 836664 SAP Training - Time Management

- 24 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Evaluation Driver

Time Evaluation Driver RPTIME00

Daily Batch Run

Individual Test Run

Time data for past/future

periods

Recalculation for subsequent

changes

Current time data

Information

Time Evaluation

Time wage types Time balances Leave entitlement Messages

Realtime results

ErrorsNotes

Information

Maintainand Correct

Page 25: 836664 SAP Training - Time Management

- 25 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Denise Smith Account no. 123999Date...xx/04/yyyyxx/11/yyyyxx/23/yyyy

CreditDebitCredit

Debits

235.00

Date: xx/31/yyyyCredits

150.00

120.00

Previous balance: 300.00 Current balance: 335.00

Time evaluation resultsDenise Smith Pers. no. 0021903Date Time type Number xx/01/yyyy 0040 Cumulated overtime 8.0000

Time evaluation processes the following information:On xx/02: Employee worked 9 hours of overtimeOn xx/03: Employee worked 7.5 hours of overtime

Time evaluation resultsDenise Smith Pers. no.: 0021903 Date Time type Number xx/02/yyyy 0040 Cumulated overtime 17.0000xx/03/yyyy 0040 Cumulated overtime 24.5000

Managing Time Accounts

Page 26: 836664 SAP Training - Time Management

Day 2 Time Recording Part 1 — Time Infotypes,

Holiday Classes, Break Schedules

Page 27: 836664 SAP Training - Time Management

- 27 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

In this infotype, you define when and where an employee works within your enterprise on a daily basis

In addition, you use the infotype to determine whether the employee's time data is evaluated by Time Evaluation

Instead of creating a separate work schedule rule for each part-time employee, you can use the Dynamic Daily Work Schedule function when you maintain the Planned Working Time infotype (0007)

Planned Working Time (IT0007)

Page 28: 836664 SAP Training - Time Management

- 28 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Planned Working Time (IT0007) (cont.)

Page 29: 836664 SAP Training - Time Management

- 29 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Infotype 0050 is only used if employee time data is accounted using the time evaluation program

In the Time Recording Information infotype (0050), you can store all master data that is relevant for working with time recording systems, and control data for time evaluation

Infotype 0050 must be maintained for all employees whose attendance times are recorded at a time recording system

Time Recording Information (IT0050)

Page 30: 836664 SAP Training - Time Management

- 30 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Recording Information (IT0050) (cont.)

Page 31: 836664 SAP Training - Time Management

Infotypes

Page 32: 836664 SAP Training - Time Management

- 32 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Absences are times when employees are not at work. Employees are absent if their planned working time, as stipulated in their work schedules, is not fully worked. Types of absences include:– Leave

– Illness

– Health spa

– Lateness

Absences Infotype (IT2001)

Page 33: 836664 SAP Training - Time Management

- 33 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Absences Infotype (IT2001) (cont.)

Page 34: 836664 SAP Training - Time Management

- 34 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You can use the Attendances infotype (2002) to store special attendances for employees

In the Human Resources (HR) component, you can record attendances that define or add to an employee’s monthly work schedule

A typical attendance is a business trip. The employee is not at his or her normal workplace, but nonetheless is still working for the enterprise

Attendances are divided into attendance types. Attendance types are subtypes of the Attendances infotype (2002)

Attendances Infotype (IT2002)

Page 35: 836664 SAP Training - Time Management

- 35 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Attendances Infotype (IT2002) (cont.)

Page 36: 836664 SAP Training - Time Management

- 36 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

A substitution is generally understood to be a temporary replacement for an employee who is absent. IT also means assigning another person to take over the position and associated tasks of an absent colleague. Most importantly, it involves a change to the employee’s planned working time

Substitution types:– Substitutions Based on a Daily Work Schedule

– Substitutions Based on a Work Schedule Rule

– Substitutions Based on Another Employee’s Work Schedule Rule (Personnel Number Substitution)

– Substitutions Based on an Individually Defined Daily Work Schedule (Time Substitution)

– Substitution Based on a position

Substitutions Infotype (2003)

Page 37: 836664 SAP Training - Time Management

- 37 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Substitutions Infotype (2003) (cont.)

Page 38: 836664 SAP Training - Time Management

- 38 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You can use the Availability infotype (2004) to enter different types of work availability duties. A typical availability type is on-call duty

In the R/3 Human Resources (HR) component, an availability is work performed outside of an employee’s planned working time. When you create an availability, the system does not overwrite the employee’s work schedule

Availability Infotype (IT2004)

Page 39: 836664 SAP Training - Time Management

- 39 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Availability Infotype (IT2004) (cont.)

Page 40: 836664 SAP Training - Time Management

- 40 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You can use the Overtime infotype (2005) to enter hours worked in addition to the employee’s planned working time specified in the daily work schedule.

The Overtime infotype (2005) is normally used if Time Evaluation is not implemented. Time evaluation evaluates overtime automatically.

Use

The system calculates overtime hours on the basis of the daily work schedule assigned to the employee. Therefore, times within an employee’s planned working time are not taken into account when overtime records are created.

Infotype 2005-Overtime

Page 41: 836664 SAP Training - Time Management

- 41 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You use this infotype to manage time accounts that represent employees’ absence entitlements or time credits

The time accounts contain a particular number of days or hours, during which time employees are permitted to be off work

Absence Quotas Infotype (IT2006)

Page 42: 836664 SAP Training - Time Management

- 42 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Absence Quotas Infotype (IT2006) (cont.)

Page 43: 836664 SAP Training - Time Management

- 43 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You use this infotype to manage time accounts that represent employees’ attendance approvals

Employees’ working times affect costs. You can therefore use the Attendance Quotas infotype (2007) to specify how many hours an employee is permitted to work, and at what times. The SAP System monitors how these time accounts are accrued and deducted

Attendance Quotas Infotype (IT2007)

Page 44: 836664 SAP Training - Time Management

- 44 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Attendance Quotas Infotype (IT2007) (cont.)

Page 45: 836664 SAP Training - Time Management

- 45 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You can use the Employee remuneration info infotype (2010) to enter wage types manually and specify information directly for Payroll

These wage types are not generated automatically in payroll

Use infotype 2010 to enter wage data that has been calculated manually, such as premiums, bonuses for difficult working conditions or other special wage types

Employee Remuneration Info (IT2010)

Page 46: 836664 SAP Training - Time Management

- 46 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Employee Remuneration Info (IT2010) (cont.)

Page 47: 836664 SAP Training - Time Management

- 47 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

In the HR system, time events are clock-in/out times, entries for off-site work, and so on, which are normally recorded by employees at the time recording terminal

If an employee has forgotten to clock in or out or if an entry is incorrect, you can use this infotype to create, correct, or delete the time events manually

Infotype 2011 is used only for time evaluation

Time Events Infotype (2011)

Page 48: 836664 SAP Training - Time Management

- 48 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Events Infotype (2011) (cont.)

Page 49: 836664 SAP Training - Time Management

- 49 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time transfers allow you to make changes to the time balances that have been calculated in time evaluation. This means that in exceptional cases you can change the results of time evaluation online

You can use the Time Transfer Specifications infotype (2012) to transfer time balances to other time balances, wage types, or absence quotas. You can also set a time balance to a fixed value

The time transfer is not made when an infotype record is created, but is controlled by the time evaluation driver

Time Transfer Specifications (IT2012)

Page 50: 836664 SAP Training - Time Management

- 50 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Transfer Specifications (IT2012) (cont.)

Page 51: 836664 SAP Training - Time Management

- 51 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You use this infotype to change accrual entitlements that are generated by time evaluation

You can use the Quota Corrections infotype (2013) to influence how these accrual entitlements are generated and transferred from the table:– You can increase, decrease, or replace an accrual entitlement (set to a fixed value)

– You can make the accrual entitlements available for deduction immediately in the Absence Quotas infotype (2006)

Quota Corrections Infotype (IT2013)

Page 52: 836664 SAP Training - Time Management

- 52 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Quota Corrections Infotype (IT2013) (cont.)

Page 53: 836664 SAP Training - Time Management

- 53 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Holiday Types

Page 54: 836664 SAP Training - Time Management

- 54 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The holiday class specifies the holiday type (optional)

Holiday classes are only used in Human Resources Management

They can be used to determine the time wage type selection, the daily work schedule variants, the absence counting, etc. for groups of holidays and normal days

Holiday Class

Page 55: 836664 SAP Training - Time Management

- 55 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Holiday Classes

Page 56: 836664 SAP Training - Time Management

- 56 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Public holiday is not guaranteed

Indicates that the public holiday should not be moved if it falls on a weekend

Guaranteed Public holidays

Indicates that the public holiday may be moved if it falls on a weekends(Sat/Sun)

Public Holiday Calendar

A public holiday calendar distinguishes working days and public holidays

Guaranteed Public Holidays

Page 57: 836664 SAP Training - Time Management

Exercise Creating Public Holiday Calendar

Page 58: 836664 SAP Training - Time Management

- 58 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

A work break schedule stipulates when employees can take breaks, and how long the breaks may last

It can specify any number of breaks within the employee's planned working time, and a maximum of four overtime breaks (out with the planned working time)

Work Break Schedule

Page 59: 836664 SAP Training - Time Management

- 59 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Single Break

Several Consecutive breaks

Fixed Breaks

Variable Breaks

Dynamic Breaks

Paid Breaks

Unpaid Breaks

Types of Breaks

Page 60: 836664 SAP Training - Time Management

- 60 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Unpaid– The unpaid break period is part of the break which is not remunerated

– The unpaid break period does not have to be the same as the interval defined by the Start of break and End of break fields

Paid– The paid break period is part of the break which is remunerated

– The paid break period does not have to be the same as the interval defined by the Start of break and End of break fields

Paid and Unpaid Break

Page 61: 836664 SAP Training - Time Management

Day 3Daily Work Schedule, Day types, Quotas

Page 62: 836664 SAP Training - Time Management

- 62 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Daily Work Schedule– Employee-oriented description of the duration and position of working time on a particular, unspecified workday, taking the break schedule into

consideration

Planned Working Time– The planned working time specifies when the employee should start and finish work

– Daily work schedules for flextime are an exception. In this case, the planned working time is the interval within which the employee can clock in and out (recording of actual times)

Daily Work Schedule

Page 63: 836664 SAP Training - Time Management

- 63 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Daily Work Schedules for flextime– In Flexitime work schedules, Planned working time is the interval within which the employee can clock in and out (recording of actual times)

– If employees work flextime, the core time defines the period during which they must be at work each day

Tolerance Times– Daily work schedule tolerances define the period within which a clock-in or clock-out entry is rounded up or down

– They prevent the system from interpreting clock-in/-out times which are shortly before/after the start or end of planned working time as overtime or working time violations

Daily work schedules for flextime

Page 64: 836664 SAP Training - Time Management

- 64 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

DWS Class– The daily work schedule class is a feature used to define daily work schedules. You use it to create evaluation criteria for a daily work schedule.

According to the evaluation criteria, daily work schedules can be used in different ways in time wage type selection, attendance and absence counts, or in time evaluation

– Daily work schedule classes can be identified by any number between 0 and 9

Periodic Work Schedule– Period work schedules are a sequence of daily work schedules for a work schedule for one or more weeks

DWS Class and Periodic Work Schedule

Page 65: 836664 SAP Training - Time Management

- 65 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Counting class for period work schedule– You can use the class for absence and attendance counting to specify different methods of counting according to the period work schedule

Valuation class for period work schedule– The valuation class of the period work schedule can be used to generate wage types for specific period work schedules

PWS — Counting and Valuation Classes

Page 66: 836664 SAP Training - Time Management

- 66 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The day type defines the payment relevancy of a certain calendar day, and also the planned attendance regardless of the daily work schedule

As a general rule, all days with a day type other than 0 or BLANK are non-working days

Blank Work/paid1. Off/paid

2. Off/unpaid

3. Off/special day

Special Day Type– By assigning a special day type to a particular day, you can define special days on which employees do not have to work for individual

work schedules or individual employee groupings and personnel subarea groupings

Day types

Page 67: 836664 SAP Training - Time Management

- 67 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Reference Date for Period Work Schedule– Determines the date the system uses as the reference point for generating the period work schedule

Starting Point in Period Work Schedule– The starting point in the period work schedule determines the position in the period work schedule from which the work schedule is generated

Reference Date — Starting point

Page 68: 836664 SAP Training - Time Management

- 68 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Work schedule rules are assigned to employees in the Planned Working Time infotype (0007).

The employee subgroup and personnel subarea groupings for work schedules and the public holiday calendar are taken into account.

Work Schedule Rules

Page 69: 836664 SAP Training - Time Management

Exercise Creating Work Schedules

Page 70: 836664 SAP Training - Time Management

Quotas

Page 71: 836664 SAP Training - Time Management

- 71 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

An Absence quota specifies an employee's entitlement to time off for a limited period

You can use the Absence Quotas infotype (2006) to manage all employees' time off entitlements and leave types

The infotype's special functions ensure that an employee can only claim the leave days stipulated in the contract as the absence type Leave

When you record an absence in the Absences infotype, the system checks whether the employee possesses sufficient time off entitlement

Units of Measurement– Hours

– Days

Negative Deduction– Specifies the value in hours or days by which the time quota can be deducted over and above the entitlement

Absence Quotas

Page 72: 836664 SAP Training - Time Management

- 72 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The absence quota type selection based on the employee's organizational assignment is controlled separately using the quota type selection rule group

Specific rules for quota selection can be set up and stored using different quota type selection rule groups

Rule Group for Quota Type Selection

Page 73: 836664 SAP Training - Time Management

- 73 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

With Time Evaluation — Uses RPTIME00

Without Time Evaluation — Uses RPTQTA00

Quota Generation Methods

Page 74: 836664 SAP Training - Time Management

- 74 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Base period is the period for which the corresponding base entitlement is valid

Special rules can be defined for determining an employee's base entitlement according to his or her Seniority or Age

The specified start of the interval is inclusive; the end is exclusive

Base Entitlement — Base Period

Page 75: 836664 SAP Training - Time Management

- 75 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Validity Period– The validity period represents the period for which the time off entitlements are filled in one infotype record. If no entitlement of this type has

been generated or if the validity period has been exceeded, a new record is created

– You have a certain amount of flexibility in defining validity periods. The validity period can be: • A fixed period such as a calendar year or the time evaluation period• Employee-dependent period, such as the payroll period or the date type• A period defined in the quota selection rule, such as the accrual period• A period you have defined in Customizing, such as the period parameter

Deduction Period– The deduction interval defines the period in which the absence quota can be reduced by an absence.

– It need not be identical to the validity period, and can exceed it

Validity and Deduction Period

Page 76: 836664 SAP Training - Time Management

- 76 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Generated absence quota may have to be reduced based on certain conditions

Reduction rules are used to set special regulations for part-time employees. You may want to reduce the entitlement in proportion to the activity level, for example– Days on which an employee is not active may also make it necessary to reduce the entitlement. Inactive days are usually as a result of

employees joining or leaving the company. You can specify a percentage of inactive days after which you want a reduction rule to be implemented

– Certain absences such as unpaid leave can also be counted as inactive days. In this case, the reduction quotient is determined by counting the number of payroll days in relation to the accrual period

You can record capping differences caused by a reduction due to the employee having a part-time status or inactive time within the accrual period, in another Absence Quota– States whether an absence should be treated as inactive days when absence quotas are generated in time evaluation

– Only absences lasting one or more days can be treated as inactive

Reduction Rules for Quotas

Page 77: 836664 SAP Training - Time Management

- 77 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Specifies the time period used for the calculation of accrual entitlements.

Examples:– Daily– Monthly– Calendar year

Accrual Period and Key Dates for determining Seniority

Page 78: 836664 SAP Training - Time Management

- 78 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Important Considerations

Exact Day

Start of Accrual Period

End of Accrual Period

Start of Base Period

End of Base Period

Key dates for Determining Seniority

Page 79: 836664 SAP Training - Time Management

- 79 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Quota type Definition

Page 80: 836664 SAP Training - Time Management

- 80 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Base Entitlements — Base Periods

Page 81: 836664 SAP Training - Time Management

- 81 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Validity and Deduction Intervals

Page 82: 836664 SAP Training - Time Management

- 82 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Key dates for Determining Seniority

Page 83: 836664 SAP Training - Time Management

- 83 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Defines the rules according to which attendances and absences are to be deducted from the attendance/absence quotas

Quota deduction does not depend on individual attendance/absence types, but is determined by the Counting rule for attendance/absences that is assigned to an attendance/absence type

We assign quota deduction rules to counting rules

All absences and attendances with quota deduction that are counted using the selected counting rule are processed using these deduction rules

Deduction Rules

Page 84: 836664 SAP Training - Time Management

- 84 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Attendances and Absences component are used to create the basic time information for the evaluation and accounting of your employees’ working times

Attendances (2002) and Absences (2001) infotypes are used to record time information efficiently

Absences are paid or unpaid planned working times during which the employee has not worked. They therefore represent an deviation to the employee's work schedule

Attendances are used to record the actual hours worked by an employee

Attendance or absence indicator– 'A' = Absence

– 'P' = Attendance

Attendances and Absences

Page 85: 836664 SAP Training - Time Management

- 85 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The duration in days defines the minimum and maximum permitted duration of an attendance or absence

Attendances and absences that are allowed to last for less than one workday are assigned the indicator 000

Attendances and absences that are to be rejected by the system if they are shorter than one day are denoted by an indicator greater than or equal to 001

The indicator 999 denotes that there is no limit on the duration of the attendance or absence

Unit for min/max number of days– The system determines three different durations in days for each absence or attendance:

• Calendar days• Attendance or absence days• Payroll days

Duration of Absence/Attendance

Page 86: 836664 SAP Training - Time Management

- 86 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Absence/Attendance type

Page 87: 836664 SAP Training - Time Management

- 87 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The following entry screens are currently available:

Absences:– 2000 Absences (general)

– 2001 Quota deduction

– 2002 Work incapacity (Germany)

– 2003 Maternity protection

– 2004 Military service

– 2005 Work incapacity (Netherlands)

– 2008 Work incapacity (general)

Attendances:– 2050 Quota deduction

– 2051 No quota deduction

Entry Screens

Page 88: 836664 SAP Training - Time Management

- 88 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Data records often overlap in Time Management. These overlaps are known in the SAP System as collisions

When you enter new time data, the system checks for collisions with existing Time Management records, as it does for new master data

These collision checks guarantee that payroll runs smoothly, as well as allowing the system to present a comprehensive and accurate history of time data

The time constraint class is used to check for collisions between Time Management infotypes (2001 to 2012)

Collision checks are defined when you customize the system, for subtypes rather than infotypes

It allows you to specify different regulations for checking for collisions between individual subtypes

This means you can also control collisions between two different attendance or absence types

Time constraint class

Page 89: 836664 SAP Training - Time Management

- 89 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You can use the class for absence and attendance counting to specify different methods of counting according to the period work schedule

Examples

Employees assigned to a work schedule with 4 working days per week and 10 working hours a day are credited with 1.25 leave days for each workday. In other words, they receive the same amount of leave entitlement as employees who work a 5-day week for 8 hours a day. 1.00 leave days per workday are deducted for these employees. Since the work schedule is based on the period work schedule, you can use the valuation class of the period work schedule as a feature to distinguish between employees who work 4-day weeks and those who work 5 days

Counting class for period work schedule

Page 90: 836664 SAP Training - Time Management

- 90 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Counting rules are used to determine the payroll days and hours for an attendance or absence

The payroll days and hours that have been counted are used to control the deduction of quotas

They can be used in Payroll to valuate the absence

Counting Rules

Page 91: 836664 SAP Training - Time Management

- 91 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Weekday

Holiday Class

Day type

Counting Class

DWS Class

Planned hours

Quota Multiplier

Counting rule — Attributes

Page 92: 836664 SAP Training - Time Management

- 92 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

If the attendance/absence type is permitted to deduct quota over and above the quota deduction interval

The deduction takes place as long as the start date of the corresponding attendance/ absence record lies within the deduction interval for the quota

Deduction over end of deduction interval

Page 93: 836664 SAP Training - Time Management

- 93 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Quota Deduction options

Page 94: 836664 SAP Training - Time Management

Exercise Creating Absences and Quotas

Page 95: 836664 SAP Training - Time Management

Exercise Creating Counting Rules and Quota Deduction

Page 96: 836664 SAP Training - Time Management

Day 4Time Evaluation

Page 97: 836664 SAP Training - Time Management

- 97 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The Time Evaluation component valuates employees’ working times and absence times

Time evaluation calculates planned times and overtime, administrates time accounts and forms wage types, updates time quotas, and is used to check working time specifications

Time Evaluation

Page 98: 836664 SAP Training - Time Management

- 98 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The standard system provides several time evaluation processes, which have different requirements on the time data to be evaluated and evaluate data using different methods:

Time evaluation for processing time data that is imported to the SAP System from time recording systems

Time evaluation for time management where only deviations to the work schedule are recorded, and not all employees’ attendance times

Evaluation of external employees’ time data for External Services Management

Time evaluation for processing time data where the duration of work performed, and not the start and end times, is required for checking working time regulations, overtime determination, and so on

Choice of Several Standard Processing Methods

Page 99: 836664 SAP Training - Time Management

- 99 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

You can modify time evaluation processing rules to suit the specific requirements of your enterprise

The process flow and results of a time evaluation run are logged and can be displayed in different levels of detail

The results are saved to the database for specific days. This enables the results to be monitored for exact days, and it guarantees a recalculation without gaps

A recalculation of periods that have already been evaluated is triggered automatically if changes are made to an employee’s time data or important master data after the first time evaluation run

You can simulate time evaluation to estimate the amount of overtime or to calculate the expected absence entitlements, for example. The results determined in a simulation are not saved to the database

Special Technical Features of Time Evaluation

Page 100: 836664 SAP Training - Time Management

- 100 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

This component is used to evaluate the time data of employees who enter only exceptions to the work schedule and of employees who record all times relevant to their working time (actual times)

Processing in this component assumes that times are expressed as the duration of work, and not the start and end times of work times and employee absences. All recorded times are recognized as working time

Working time provisions to be checked, such as calculation of overtime, relate to employees’ daily or weekly work performed

Time Evaluation Without Clock Times

Page 101: 836664 SAP Training - Time Management

- 101 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

This component is used to evaluate employees’ time data where all times that are relevant to the working time (actual times) are recorded

Processing in this component assumes that times are expressed as start and end times of work performed or of absences

The main function of the component is to classify the actual times by comparing them with the planned working time data stipulated in the daily work schedule (planned working time start and end, core times, break times)

Working times that exceed the specified working time frame are recognized, and are generated as overtime if attendance approvals exist for the relevant employees

Time Evaluation With Clock Times

Page 102: 836664 SAP Training - Time Management

- 102 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Evaluation

Use

Employee Master Data

...

Meeting

Work Schedules

08:00 Clock-in14:00 Clock-out14:00–17:00 Doctor

Time Evaluation

Payroll

Time Recording

3/30L

3/31L

4/01L

4/02OFF

Results MessagesTime Accounts

Employees’ Time Statement

Time Wage Types

Time data administrators modify employees’ personal work schedule to conform to short term changes, and enter absences such as leave or absence online

If time recording subsystems are used, the time events are uploaded to the SAP System

Page 103: 836664 SAP Training - Time Management

- 103 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The following master data infotypes must be maintained before you can work with time evaluation:– Organizational Assignment (0001)

– Personal Data (0002)

– Planned Working Time (0007)

– The Time Recording Information infotype (0050)

Prerequisites for TE

Page 104: 836664 SAP Training - Time Management

- 104 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

The Time Management status must be set in the Planned Working Time infotype (0007) before you can evaluate an employee’s time data. This indicator determines whether employees participate in time evaluation, and if so, what method of evaluation applies

The standard values for the Time Management status are as follows:– 0 No time evaluation

– 1 Time evaluation (actual)

– 2 Time evaluation PDC

– 7 Time evaluation without integration with Payroll

– 8 External services

– 9 Time evaluation (planned times)

An employee with the Time Management status BLANK or 0 is not considered for time evaluation

Time Management status in IT0007

Page 105: 836664 SAP Training - Time Management

- 105 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Driver

Schema

Functions

Personnel Calculation Rules

Operations

Elements of TE

Page 106: 836664 SAP Training - Time Management

- 106 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Processing Structure of Time Evaluation

Page 107: 836664 SAP Training - Time Management

- 107 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

RPTQTA00 RPTIME00Used to generate advance quota entitlements Used for end of accrual period i.e. for current year we cannot

utilize that quota. We can use it for only next year

Start of accrual period End of accrual period

No generation option is used i.e. do not generate quota with time evaluation.

Increase/replace options — whatever is generated, If we want to accrue it-increase and if not, Replace

Validity periods of quota are defined during execution Validity periods are predetermined

Correction of quota can be done manually Correction of quota not manual

It is without Time Evaluation It is with Time evaluation

Quomo feature is used to assign quota type selection rule group Quomo feature or MODIFQ are used to assign Quota type selection group

Differences between RPTQTA00 and RPTIME00

Page 108: 836664 SAP Training - Time Management

Day 5Cross Application Time Sheets and

Integration Points

Page 109: 836664 SAP Training - Time Management

- 109 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time data transfer to HR/CO/PS/PM/MM-SRV/CS

Time data for HR/CO/PS/PM/MM-SRV/CS

One central data entry point:Cross-Application Time Sheet

Time Recording using CATS

CATS Data

Page 110: 836664 SAP Training - Time Management

- 110 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Cross-Application Time Sheet

CATS HRMini-Master

Authorizations

Data Entry Profile

Transfer

Approval

Time Data Entry

Release

COHR

PS PM CS

MM

Pre-requisites and process steps

Page 111: 836664 SAP Training - Time Management

- 111 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Time Data for Time Management

8 attendance hours

Approval time data

Transfer to R/3Time Management

Entering time dataReleasing time data

CATS

Attendances (IT 2002)

8 Attendance hours

HR

Page 112: 836664 SAP Training - Time Management

- 112 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Integration points

CATS COPP

PM Time Management FI

PayrollPATE

Page 113: 836664 SAP Training - Time Management

Questions & Answers

Page 114: 836664 SAP Training - Time Management

- 114 - 8366

64 S

AP

Trai

ning

- Ti

me

Man

agem

ent.p

ptx

Enter text here.

Contact Information

Page 115: 836664 SAP Training - Time Management

Copyright © 2010 Deloitte Development LLC. All rights reserved.Copyright © 2011 Deloitte Development LLC. All rights reserved.