Cats tutorial

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SAP HCM CATS

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<ul><li> 1. Cross-Application Time Sheet (CATS)PurposeThe Cross-Application Time Sheet (CATS) is a cross-application tool for recording working times andtasks. It enables you to control all business processes concerning your employees tasks frompaying the employees, through monitoring the progress of a project, to creating invoices.Although the Time Sheet caters for central data recording, for example by secretaries, its mainstrength is that it enables your employees to record their own data. This enables you to ease your timeadministrators workload.The data that your employees enter in the Time Sheet does not merely consist of working times andtasks, but also working time attributes for transferring data to the target components. The datarecorded by your employees is processed in the target components.The Time Sheet provides a wide range of user interfaces and is therefore suitable to use in manydifferent sectors.Implementation considerationsThe Time Sheet is a cross-application component in SAP R/3. You must implement at least one of thecomponents that are listed in the Integration section. You can supply data to the componentsindividually, or in combination, with data from the Time Sheet.IntegrationWith other components in SAP R/3 Required Function Required Component or Solution Decentralized recording of employee Time Management (PT) attendances and absences Decentralized recording of employee Payroll (PY) remuneration information Internal activity allocation and entry of statistical Controlling (CO) key figures Confirmations Plant Maintenance (PM) Project System (PS) Customer Service (CS) Recording external services External Services Management (PT-IN-ES) Recording travel expenses with activity reports Travel Management (FI-TV)The data you enter using the Time Sheet is available for processing in resource-related billing . This isirrespective of the user interface used to enter data. You must first transfer Time Sheet datato Controlling (CO). This can be performed directly or indirectly (using the Project System (PS)).The CO documents that are generated during transfer can be read by the Dynamic Item Processor to</li></ul><p> 2. create a billing request. This enables the Time Sheet to support the creation of invoices based onworking time data quickly and accurately.This is particularly important for service providers.FeaturesA number of functions, in particular for storing data and transferring data to the target components ,areavailable with all user interfaces of the Time Sheet. The most important functions have already beenmentioned in the Integration section. In addition, the following aspects apply to all user interfaces: You can integrate a procedure for approving recorded working times. SAPBusiness Workflow is one option available as a means of controlling the approvalprocedure. To protect personal data against unauthorized access, the Time Sheet uses the SAP HumanResources authorization concept. All data records are assigned a unique document number, which means they canbe tracked at any time. You can use SAP enhancements to extend the functions of the Time Sheet.Additional functions, for example, for simplifying data entry, are only available in certain userinterfaces and are therefore mentioned in the relevant section. #2, Join Date: Oct 2009bholus9Posts: 236MemberTime Recording Scenarios and User Interfaces for the Cross-Application Time Sheet (SATime Recording Scenarios and User Interfaces for the Cross-Application Time Sheet (SAP CATS)If you consider the process of recording working times on an abstract level, you canidentify the following scenarios. Both scenarios can be depicted using any of theindependent user interfaces of the Time Sheet.However, the different user interfaces may be not be equally suited to the differentscenarios.Scenario 1: Distribution of Working Time for One DayWithin one data entry period, you record a certain number of working hours that youwant to distribute between different working time attributes (for example, internal ordersor statistical key figures) for each day. In other words, you record your working timesprimarily for fractions of days.RecommendationDepending on additional factors, we recommend CATS classic, CATS regular, or CATSnotebook for this scenario. 3. For more information, see Example: Recording for Fractions of Days..Scenario 2: Recording for Whole DaysWithin one data entry period, you record working times for different receiver objects, forexample, customer orders for which you also enter additional information (for example,overtime or kilometers driven).Whereas the additional information varies, the basic data (the task type and receiver) isnormally valid for more than one day (see Task Type, Task Component, and Task Level).In other words, you record your working times primarily for whole days. #3,bholus9Join Date: Oct 2009Posts: 236MemberTask Type, Component, and LevelTask Type, Component, and LevelDefinitionThe task type, task component, and task level fields enable you to specify in the timesheet the elements of the task that are relevant for evaluation. Elements that arerelevant for evaluation are entered for the following business processes, for example:* Payroll (wage types, attendance types)* Controlling and Billing (activity types, statistical key figures)* Invoice verification for external employees (activity numbers)Task typeCharacterization of content of a specific task that is performed by an employee, forexample, consultancy or instructor task.Specific task components are usual for each task type.Task componentElements of a task that are relevant for evaluationA task usually comprises several task components, for example, normal workinghours, overtime or hours traveled.Task levelDifferentiates between an employees tasks according to the valuation level.Specific task levels are usual for each task type. Task levels determine the valuation 4. level per task component.UseSAP R/3 can derive the following working time attributes from the combination oftask types, task components, and task levels:* Attendance/absence types* Wage types* Activity types* Statistical key figures* Activity numbers* Sender business processesYou can replace these input fields on your Time Sheet user interface with the inputfields for task type, task component, and task level. These input fields are tailoredspecifically to suit task recording needs. You can also evaluate task types, taskcomponents, and task levels in Reporting.You can make the relevant settings in the Implementation Guide (IMG), under Cross-Application Components Time Sheet Settings for All User Interfaces TimeRecording Specify Task Types, Components, and Levels.ExampleAt a consultancy, employees record their tasks. The data they enter is used forcreating invoices.* Task type: Consultancy* Task components for consultancy: Working hours, overtime, kilometers driven* Task levels for consultancy: Junior, seniorThe SAP R/3 system valuates the Overtime task component for the Junior task levelwith a specific activity type. The SAP R/3 system valuates the Overtime componentfor the Senior task level with a different activity type with a higher price.Leaving content frame #4,bholus9 Join Date: Oct 2009 Posts: 236Member 5. Example: Distribution of Working Time for One DayExample: Distribution of Working Time for One DayMarcus Adams works as a software developer on three different projects. He usuallydistributes his daily working time between these projects.Marcus Adams records his working times with CATS classic. He would make the following entries forthe data entry period shown above: ReceiverDescription Abs/Att TypeUnit ofMonday TuesdayWednesday Order measurement 12121212Project 1 H224 34343434Project 2 H444 56565656Project 3 H 2 Further H2 Training Leave H Legend Abs/Att Type = Absence/Attendance Type 6. #5,bholus9 Join Date: Oct 2009 Posts: 236MemberExample: Recording for Whole DaysExample: Recording for Whole DaysHelga Martin works for a management consultancy and she spends the majority of her working timevisiting different customers and giving them advice. She also works as an instructor training hercustomers employees.Helga Martin usually records her working times for whole days with the same basic data and varyingtask components. She uses CATS for service providers. Helga Martin would make the followingentries for the data entry period shown above: Task Type Consultancy, Account Assignment to Customer Order 123456 DayHours Overtime Kilometers Monday 8 2150 Tuesday8150 7. Task Type Consultancy, Account Assignment to Customer Order 345678 DayHoursOvertimeKilometers Wednesday81 80 Thursday 880 Task Type Instructor, Account Assignment to Customer Order 56789 Friday 6 31When Helga Martin chooses a specific task type on the user interface, CATS for serviceproviders displays the appropriate task components. This ensures that time recording is asstraightforward as possible.If Helga Martin were to use a user interface that is based on a traditional paper timesheet (forexample, CATS classic, CATS regular or CATS notebook) to enter the tasks shown in the graphic,time recording would not be as straightforward.This is because different task components (for example, hours, overtime, and kilometers) would needtheir own account assignment rows in these user interfaces.If Helga Martin were to use one of these user interfaces, she would have to make entries similar tothese. In comparison to the other entries they are unclear. Receiv Descripti Abs/Att Stat.MondaTuesda WednesdThursda Frida er onTypeKey Fig. yyay y y Order 123456 Consultan Hours88cyCustomer1 123456 Consultan Overtim2cyeCustomer1 123456 Consultan Kilomete 150150cyrsCustomer1 345678 Consultan Hours88 8. cyCustomer2345678ConsultanOvertim 1cy eCustomer2345678ConsultanKilomete80 80cy rsCustomer256789 Instructor Hours 656789 Instructor Attendee31 sLegend Abs/Att Type = Absence/Attendance Type, Stat. Key Fig. = Statistical Key Figure 9. User InterfacesThe Cross-Application Time Sheet (SAP CATS) is available in different user interfaces.This enables you to tailor time recording to suit your requirements.The independent user interfaces have the following characteristics that differentiatethem from the enhancing user interfaces:The data entry screen provides an overview of a complete data entry period.You can access data that has already been entered and correct, supplement, or delete it.The enhancing user interfaces enable your employees to record data quickly whereverthey are.If you want to display or change data that you entered using an enhancing user interface,you can use one of the independent user interfaces.You can combine any independent and enhancing user interfaces.The graphic displays the independent and enhancing user interfaces of the time sheet inrelation to the CATS application.Although the user interfaces are suited to different data entry requirements, they all usethe same application logic and save data in the same database table. 10. Independent User InterfacesCATS classicCATS classic is the original user interface of the Cross-Application Time Sheet in the SAPR/3 System. It is particularly suited to users that also use the SAP R/3 System tocomplete other tasks.CATS classic is the most suitable user interface for entering working times for multiplepersonnel numbers, for example, by secretaries.CATS regularCATS regular offers a similar data entry screen and comparable features to CATS classic.However, this user interface has been optimized for use as an Employee Self-Service(ESS) application in a Web browser.CATS notebookThe data entry screen for CATS notebook is similar to that of CATS classic and CATSregular. CATS notebook also runs in the Web browser.CATS notebook is designed for use with notebooks, and is particularly suited toemployees who have to travel a lot and cannot always have a connection to the SAP R/3system to record their working times.CATS notebook saves the working times entered in a separate data store on the 11. notebook. The next time CATS notebook is connected to SAP R/3, it synchronizes thisdata store with the CATS database in SAP R/3.CATS for service providersCATS for service providers provides an alternative to the data entry screen that isavailable with CATS classic, CATS regular, and CATS notebook.The data entry screen for CATS for service providers is based on recording billableservices, and therefore does not resemble a traditional paper timesheet. CATS for serviceproviders enables you to specify basic data that is valid for more than one day.You can then record task components (such as miles/kms driven, overtime, and so on).See Task Type, Component, and Level. The following restriction currently exists whencombining CATS for service providers with other user interfaces of the Time Sheet:You can only display and not change data that you entered with CATS for serviceproviders in the other independent user interfaces. You can only display and not changedata that you entered with other user interfaces in CATS for service providers.Enhancing User InterfacesCATS instantCATS instant is an iView and runs in an enterprise portal. It enables you to enter yourcurrent tasks or working times immediately. CATS instant is aimed primarily at users whohave to record billable tasks.Such users may need to record the time they have spent on individual tasks accuratelyand at several times during the day. This iView enables users to record their workingtimes easily and quickly.A worklist, from which users can choose the most important account assignment objects,is available for entering tasks.CATS calendarCATS calendar is an iView and runs in an enterprise portal. It enables you to see at aglance on which days in a specified period, you still need to record working times.It displays the days of this period in the form of a calendar. The color used to highlight aday indicates whether you still need to record any working times. To use CATS regular torecord working times, click on the relevant week in the calendar. 12. CATS phoneCATS phone is a WAP application and runs on WAP-enabled cell telephones. Similarly toCATS instant, it is aimed primarily at users who have to record billable tasks. In addition,it is primarily aimed at employees who have to travel a lot and visit several customerseach day.CATS phone enables these employees to enter their tasks quickly as they go along. Aworklist, from which users can choose the most important account assignment objects, isavailable for entering tasks. #7, Join Date: Oct 2009bholus9Posts: 236MemberApproval ProcedureApproval ProcedureUseThe approval procedure is an optional time sheet element.Most time sheet records contain confidential data relating to, for example, anemployees payment or the progress of a project.If employees maintain their own working time data in the system, the approvalprocedure can be used to check this data before it is transferred to the targetcomponents. Each time sheet...</p>