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Contents: Organizational Management Personnel Administration Recruitment Time Management Payroll Travel Management CATS ESS.

Schema & PCR E-Recruitment

Organizational Management

Existing Organizational Units Staff Functions for Organizational Units Organizational Structure with Persons Organizational Structure with Work Centers Existing Jobs Job Description Complete Job Description Periods for Unoccupied Positions Existing Positions

Position Description Vacant Positions Obsolete Positions Complete Position Description Reporting Structure without Persons Reporting Structure with Persons Existing Tasks Activity Profile of Positions Activity Profile of Positions with Persons Existing Objects Structure Display/Maintenance

Organizational Management

Organizational Structure

OVERALL ORGANISATION STRUCTURE


The overall organization structure can be summarized in the figure below. The various organizational elements are described with the code to be used in configuration alongside.

Company Code Defined in Finance module CAIRN INDIA

PERSONNEL AREA

ENTERPRISE STRUCTURE
CAIRN GURGAON CAIRN SYANAM CAIRN RAJAHMUNDRY CAIRN KAKINADA CAIRN BARMER CAIRN JODHPUR CAIRN PATNA

PERSONNEL SUB AREA

Department Position National

Department Position National

Department Position Expat

Department Position Expat

DEPARTMENT POSITION EMPLOYEE GROUP EMPLOYEE SUB GROUP

ORGANIZATION STRUCTURE

Employee

Consultant

Employee

Consultant

PERSONNEL STRUCTURE

Enterprise Structure:

Define Company:

Define Company Code:

Define Personnel Areas:

Personnel Sub areas:

Employee Groups:

Employee Sub groups:

Assignment:

1. Assignment of Company code to Company:

2. Assignment of Personnel area to Company Code:

3. Assign employee sub group to Employee group:

Plan Version:

Set Active Plan Version:

Maintain Number Ranges for Organizational Objects:

Set up Number assignment for all plan versions:

Data Model Enhancement: Maintain Object types:

Maintain Infotypes:

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Maintain Sub types:

Maintain Relationships:

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Maintain Evaluation paths:

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Integration:

Set up Integration with Personnel Administration:

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Transfer data from Personnel Administration (RHINTE00)

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Prepare Integration with Personnel Administration.(RHINTE01)

Transfer Data to Personnel Administration (RHINTE30)

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Check Integration Consistency (RHINTE20)

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17

Personnel Administration

Maintain User Parameters:

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Maintain Number Range Intervals for Personnel numbers:

Determine Default for Number Ranges:

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PERSONAL DATA
In this section, the system settings are configured for all the infotypes that store personal data for the employee.

This group includes the following infotypes: Addresses (Infotype 0006) Personal Data (Infotype 0002) Family/Related Person (Infotype 0021) Identification (Infotype 0185).

Create Forms for Address:

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Create Names Affixes:

Maintain Titles:

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Create Marital Status:

Family/Related Person (Infotype 0021)


Data concerning, the employees family members / other related persons stored in the Family Members/Dependents infotype (0021). All necessary configurations pertaining to this infotype is done under this section. Family Members In this step, the type of relationship between employees and their relatives are defined.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Personal Data -> Family -> Define possible family members

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy
SUBTY 01 02 03 04 ZEITB 3 3 3 3 OBJRQ STEXT Father Mother Spouse Son

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05 06 07

3 3 3

Daughter Brother Sister

Addresses (Infotype 0006)


In the Addresses infotype (0006), the address data of an employee/applicant is stored. The employees address is used in conjunction with the employees/applicants name, taken from the Personal Data infotype (0002), for employee lists of different kinds, for forms, or for address labels. In this step, the system settings for the infotype Addresses (0006) is done. The Addresses infotype is used to store an employee's/applicants address(es). Address Types In this step, create the address types as per requirement. The address types are defined as subtypes of infotype 0006, Addresses.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Personal Data -> Addresses -> Create address types

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy
SUBTY 1 2 3 4 5 6 7 STEXT Permanent Address Temporary residence Home address Emergency address Mailing address Nursing address Address provided during Separation. ZEITB 1 3 2 2 2 2 2

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Present Address

Identification (Infotype 0185)


This infotype is used to store personal identification details of an employee. In this section, settings which affect the infotype Identification (0185) need to be maintained.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Personal Data -> Identification -> Maintain types of identification

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Contractual and Corporate Agreements


Contract Elements (Infotype 0016)
In the Contract Elements infotype (0016), data related to the employees employment contract is stored.

Contractual Regulations
With the Contract type field, you can subdivide contracts of employment in accordance with the planned duration of the work relationship and the employees legal status. You can or must also record the following information here:

For temporary work relationships, you must enter the contracts expiry date (valid until).
Contract Types In this step, contract categories are configured.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Contractual and Corporate Agreements -> Contract Elements -> Define contract types

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Determine default Contract elements:

Evaluation Basis
Monitoring of Task (Infotype 0019)
The infotype monitoring of dates (0019) is provided so that HR personnel can monitor certain dates. In this infotype, all the dates that affect an employee and dates which the personnel administrators should be reminded of by the system, are stored. Task type In this step, task types with standard lead times and standard follow-up times as well as indicators for additional tests are defined.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Evaluation Basis -> Monitoring of Tasks -> Determine Task Type

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Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy

Date Specifications:

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Calculation of Employment Period:

Define Conversion Rules:

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Employee Qualifications
This group includes the following infotypes: Education (Infotype 0022) Other/Previous Employers (Infotype 0023)

Education (Infotype 0022)


All data pertaining to employees/ applicants education qualifications is stored in the Education infotype (0022). The standard system contains different educational establishment types as subtypes: If you want to store information about the complete education and training history of an employee/applicant, you have to create as many data records as necessary for the respective subtypes of this infotype. Enter the respective dates of the training period as the validity period. You can enter the following data for each educational establishment type:

Education/training or occupation the employee/applicant has acquired. Education and training category. Institute/Place (e.g. University for applied science). Country Key, i.e. the country in which the education/training institution is based. Certificate. Duration of course. Final mark. Branch of study.

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SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications -> Education and Training -> Create education establishment types

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy
Nature 01 02 03 04 05 06 07 08 09 10 Educ. est. text Certificate Course Diploma Doctorate Graduate Master Diploma (2yea Post Graduate Post Graduate Diplom Professional Under Graduate Vocational

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications -> Education and Training -> Define Education/Training

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Other and previous employers:

Other/Previous Employers (Infotype 0023)


In the Other/Previous Employers infotype (0023), information on other work contracts of an employee or applicant is stored. If more than one of an employees or applicants employers need to be enter, create many data records within this infotype, each with their respective validity period. Specify the employers name and the country it is based in for each employer. Following details can be also stored:

City in which the company is based. Industry in which the company is active. Job that the employee or applicant carried out or carries out. Work contract with other employer.

In this section, the necessary settings for infotype Previous Employment (0023) are done.

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SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications -> Other/Previous Employers -> Create employer's industry sector

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Indus . 0001 0002 0003 0004 0005 0006 0007 0008 0009 0010 0011 0012 0013 0014 0015 0017 0018

Description Oil & Gas Ind. Consulting Consumer Hi-Tech Insurance ITES Oil & Gas - Downstream Oil & Gas - Upstream Telecom Manufacturing Pharmaceutical Others NGO Hotels FMCG Service Industry Others

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SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications -> Other/Previous Employers -> Create activities in employment

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Job 00000001 00000002 00000003 Communication: infotyoe:0105. Text Geologist Site Engg. Surveyor

Communication
Communication (Infotype 0105)
An employee communication ID is stored in the Communication infotype (0105). An employees communication ID is valid for a certain type of communication (such as ERP system, Internet). In this chapter, all necessary customizing is prepared for this infotype.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Communication -> Create communication types

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Customizing procedures
In this chapter, system will be set up so that a large part of the work processes used in the enterprise are reflected in the HR System. For example, we can determine which infotypes are to be proposed as defaults when a person is hired or if an employee's organizational assignment changes. In the HR System, hiring is considered to be a personnel action; one can define and describe personnel actions as per requirement of an organization. One can set up own menus as per requirement. One can initiate actions so that they depend on the existence of certain infotypes and/or their contents.

Actions
In this chapter, personnel actions together with the possible reasons are defined and the work contents and the choice of actions for the administrator.

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Define info groups

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures -> Actions -> Define infogroups

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Info group User group 99 99 99 99 99 99 99 99 99 99 99 99 Info group User group Infogrmod. Infogrmod . 01 Hiring ITyp e 0001 0002 0006 0006 0007 0008 0009 0021 0021 0021 0021 0021 8 1 STy .

No 00 01 03 04 05 06 07 09 10 11 12 13 AA No

Op. INS INS INS INS INS INS INS INS INS INS INS INS

SC

Infotype text Organizational Assignment Personal Data Addresses Addresses Planned Working Time Basic Pay Bank Details Family Member/Dependents Family Member/Dependents Family Member/Dependents Family Member/Dependents Family Member/Dependents

Confirmation Op. IType SC STy. Infotype text

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Info group User group Infogrmod.

AB No

Promotion Op. IType SC STy. Infotype text

99

01

COP

0001

Organizational Assignment Basic Pay

99

02

COP

0008

Infogroup User group

AC

Transfer

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment Basic Pay

99

01

COP

0001

99

02

COP

0008

Infogroup User group

AD

Re-designation

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment

99

00

COP

0001

Infogroup User group

AE

Mid Year Salary Review

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Basic Pay

99

00

COP

0008

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Infogroup User group

AF

Secondment

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Basic Pay

99

03

COP

0008 Planned Working Time External Organizational Assignment Expatriation

99

04

COP

0007

99

05

COP

0395

99

06

COP

0396

Infogroup User group

AG

Repatriation

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text External Organizational Assignment Basic Pay

99 99

01 03

COP COP

0395 0008

Infogroup User group

AH

Repatriation

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment Monitoring of Tasks

99

01

COP

0001

99

02

COP

0019

Infogroup

AI

Going to be Separated

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User group

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment

99

00

COP Temporary Assignment

0001

Infogroup User group 99

AJ

Infogrmod.

No 03

Op. COP

IType 0008

SC

STy.

Infotype text Basic Pay Planned Working Time External Organizational Assignment

99

04

COP

0007

99

05

COP

0395

Infogroup User group

AK

promotion & Transfer

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment Basic Pay

99 99

01 02

COP COP

0001 0008

Infogroup User group

AL

Transfer & Redesignation

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment Basic Pay

99 99

01 02

COP COP

0001 0008

Infogroup User Infogrmod.

AM No

Relocation Op. IType SC STy. Infotype text

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group Organizational Assignment Basic Pay

99 99

01 02

COP COP

0001 0008

Infogroup User group 99

AN

Temp Assignment to Secondment

Infogrmod.

No 03

Op. COP

IType 0008

SC

STy.

Infotype text Basic Pay Planned Working Time External Organizational Assignment

99

04

COP

0007

99

05

COP

0395

Infogroup User group

84

Separation

Infogrmod.

No

Op.

IType

SC

STy.

Infotype text Organizational Assignment Personal IDs Personal IDs Basic Pay

99 99 99 99

02 09 10 11

COP LIS9 LIS9 LIS9

0001 0185 0185 0008

Create customer-specific status

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures -> Actions -> Create customer-specific status

Description and Configuration Values

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The following table reproduces the initial values configured for Cairn Energy Stat. 1 2 Name On Probation Confirmed On Temp. Assignment / Secondment Inactive Employee

3 4 Set up personnel actions

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures -> Actions -> Set up personnel actions

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Name of action type Hiring Separation Hire applicant Confirmation Promotion Transfer Re-designation Mid Year Salary Review Secondment Repatriation Probation Cust. Stat. 1 Empl. Stat. 3 0 1 2 2 2 2 3 3 3 3 3 0 1 Spe. Stat. Cntry Reass

Act. 01 20 62 AA AB AC AD

FC 1 0 7 0 0 0 0

Check

IG 10 84 48 AA AB AC AD

Dte

U0000 X

U0302 X X X X X X X

X X X X X X

AE AF AG AH

0 0 0 0

2 3 2 1

3 3 3 3

AE AF AG AH

X X X X

X X X X

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extension Going to be Separated Temp. Assignment Promotion & Transfer Transfer & Redesignation Relocation Temp Assign conv to Secondment

AI AJ

0 0

1 3

3 3

AI AJ

X X

X X

AK

AK

AL AM

0 0

2 2

3 3

AL AM

X X

X X

AN

AN

Create reasons for personnel actions

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures -> Actions -> Create reasons for personnel actions

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Act. 01 20 20 20 20 20 62 AA AB Name of action type Hiring Separation Separation Separation Separation Separation Hire applicant Confirmation Promotion 01 02 04 09 Retirement Resignation Termination Death of employee ActR Name of reason for action

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AC AC AC AC AD AD AD AE AE AE AF AG AH AI AI AI AJ

Transfer Transfer Transfer Transfer Re-designation Re-designation Re-designation Mid Year Salary Review Mid Year Salary Review Mid Year Salary Review Secondment Repatriation Probation extension Going to be Separated Going to be Separated Going to be Separated Temp. Assignment Temp Assign conv to Secondment 01 02 Retirement Resignation Unsatisfactory Performance 01 02 Internal Parity Market Correction 01 02 01 02 03 Vacancy Career progression Personal reason Better Reflection Of Role Change in Job /Role Change in titling Protocol

AN

01

Change action menu

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures -> Actions -> Change action menu

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Menu User 01 No Actions Action Name of Action type

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group 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 01 AA AB AC AD AE AF AG 20 62 AH AI AJ AK AL AM Hiring Confirmation Promotion Transfer Re-designation Mid Year Salary Review Secondment Repatriation Separation Hire applicant Probation extension Going to be Separated Temp. Assignment Promotion & Transfer Transfer & Re-designation Relocation Temp Assign conv to Secondment

99 Dynamic Actions

17

AN

Configuration is done to control the initiation of actions when maintaining an infotype record. This can be the maintenance of an additional infotype record or performing a routine. For each action, it can be determined whether it is always carried out when changes made an infotype or a subtype or whether it is only carried out if changes made to certain fields. Settings can be made to specify whether the action is to be carried out for "Change", "Create" and/or "Delete" record. We can also specify default values for a record that is to be created.

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SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures -> Dynamic Actions

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy IType 0000 0000 0000 STy. Field FC 04 04 04 No. 227 228 229 P P S Variable function part *** CALL ROUTINE FOR LETTER* *P0000-MASSN='AD' *T001P-MOLGA='40' *SUB_REDESIGNATION 0000 0000 0000 04 04 04 230 231 232 F P P (ZHRG_INC_DYNAMICACTION) P0000-MASSN='AH' T001P-MOLGA='40' SUB_PROBATION_EXT 0000 0000 0000 04 04 04 233 234 235 F P P (ZHRG_INC_DYNAMICACTION) P0000-MASSN='AA' T001P-MOLGA='40' SUB_CONFIRMATION 0000 0000 0000 04 04 04 236 237 238 F P P (ZHRG_INC_DYNAMICACTION) *P0000-MASSN='AC' *T001P-MOLGA='40' *SUB_TRANSFER 0000 0000 0000 0000 04 04 04 04 239 240 241 242 F P P F (ZHRG_INC_DYNAMICACTION) P0000-MASSN='20' T001P-MOLGA='40' SUB_SERVICE_LETTER(ZHRG_INC_DYNAMICACTION)

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0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0001 0001 0001 0001 0001 0001 0001 0001 0008 0008 0008 0008 0008 0008 0008 0008

04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04 04

243 244 245 246 247 248 249 250 251 252 253 254 228 229 230 237 238 239 249 253 237 238 239 241 249 250 253 254

P P F P P F P P F P P M P P F * * * * * P P F P P F P P

P0000-MASSN='AI' P0000-MASSG='01' SUB_RETIREMENT_LETTER(ZHRG_INC_DYNAMICACTION) P0000-MASSN='AI' P0000-MASSG='02' SUB_ACCEPT_RESIGNATION(ZHRG_INC_DYNAMICACTION) P0000-MASSN='20' P0000-MASSG='02' SUB_RELIEVING_ORDER(ZHRG_INC_DYNAMICACTION) P0000-MASSN='AI' T001P-MOLGA='40' S0001 P0000-MASSN='AD' T001P-MOLGA='40' SUB_REDESIGNATION(ZHRG_INC_DYNAMICACTION) P0000-MASSN='AC' T001P-MOLGA='40' SUB_TRANSFER(ZHRG_INC_DYNAMICACTION) P0000-MASSN='AC' SUB_TRANSFER_MAIL_NOTIFICATION(ZHRG_INC_DYNAMICACTION) T001P-MOLGA='40' PSPAR-MASSN='AC' SUB_TRANSFER(ZHRG_INC_DYNAMICACTION) T001P-MOLGA='40' P0000-MASSN='AC' SUB_TRANSFER_MAIL_NOTIFICATION(ZHRG_INC_DYNAMICACTION) T001P-MOLGA='40' PSPAR-MASSN='AB'

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0008 0008 0008 0008 0395 0395 0395 0395 0395 0395

04 04 04 04 04 04 04 04 04 04

255 259 260 261 001 002 003 004 005 006

F P P F P P F P P F

SUB_PROMOTION_LETTER(ZHRG_INC_DYNAMICACTION) T001P-MOLGA='40' PSPAR-MASSN='AE' SUB_REVISED_SALARY_LETTER(ZHRG_INC_DYNAMICACTION) T001P-MOLGA='40' PSPAR-MASSN='AF' SUB_SECONDMENT_LETTER(ZHRG_INC_DYNAMICACTION) T001P-MOLGA='40' PSPAR-MASSN='AJ' SUB_ASSIGNMENT_LETTER(ZHRG_INC_DYNAMICACTION)

RECRUITMENT
The ability to meet personnel requirements is key for enterprises. The success of an enterprise depends on such factors as the quality and availability of personnel. It is particularly important for the development and success of expanding enterprises that they have quick access to adequate personnel. This component has all the functions needed for working through the entire recruitment procedure, from creating applicant data to filling vacant positions. The Recruitment component contains an entire range of powerful, flexible functions that can be used to implement an effective and largely automated recruitment strategy. The Recruitment component can be used to recruit human resources according to requirements, at any time. Applicants data can be stored that have not deemed suitable for a particular vacancy in the Applicant Pool, where they can be considered for other or future vacancies. This component enables to define a recruitment procedure that suits the needs of enterprise. Tasks can be distributed and responsibilities can be fixed to different people, involved in the recruitment process. Recruitment supports in dividing and assigning administrative and decision-making task areas. Many tasks can be processed via mass processing. The Recruitment component provides dynamic actions to enable to automate many processes. For example, when initial data for applicant is entered, the system creates a confirmation of receipt in the form of an applicant activity and a letter confirming receipt of application. This reduces the administrative tasks required of the HR department for applicant correspondence.

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Workforce Requirements and Advertising


The Recruitment component enables to document workforce requirements and the way it is been advertised in the SAP system. A company's workforce requirements are represented in the Workforce. Requirements and Advertising component by means of vacancies. A vacancy is a description of a position that must be staffed, either completely or partially. The recruitment process is triggered by the creation of a vacancy. The recruitment procedure is initiated by the creation of a vacancy, and its purpose is to fill vacancies. Vacancies are published in advertisements. If a candidate applies for a job in response to an advertisement, he or she must be assigned to this advertisement during the initial entry of basic data phase. By assigning an applicant to an advertisement here, the system can propose a likely vacancy assignment for the applicant. This proposed vacancy assignment can be overwritten if unsuitable. Assignment of an unsolicited applicant to a vacancy depends solely on the decisions of the personnel officer or line manager responsible. For this reason, default values cannot be proposed here. If the candidate has applied in response to an advertisement, he / she must be assigned to a recruitment instrument and a medium using the advertisement. This assignment means that you can analyze the effectiveness of the recruitment instruments and media used by company. In this section, all the necessary system settings are done for the administration of workforce requirements and advertising. 48

Create media In this step we create the media used by company. The medium serves two purposes in Recruitment:

It is used to classify all recruitment instruments. For example, the recruitment instruments "Washington Post" and "New York Times" are classified under the medium "Press".

The applicant class is an attribute of the medium and indicates whether a medium is used to attract internal or external applicants.

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Workforce Requirement and Advertisement -> Create Media

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Medium 01 02 03 04 05 06 10 11 12 15 Name of medium Press Employment office Exec.search agency Posters Mail Internal press University Trade fairs Headhunter Internet ApCl AP AP AP P P P AP AP AP AP Applicant class text External applicant External applicant External applicant Internal applicant Internal applicant Internal applicant External applicant External applicant External applicant External applicant 49

Create recruitment instruments

In this step, the recruitment instruments, which company uses, are being configured. Every job advertisement is published in a recruitment instrument. Recruitment instruments are classified according to the media used. We can store a contact name and address key for each recruitment instrument. The address key can be used to store the address (of a contact) for a recruitment instrument in step "Create addresses for recruitment instruments". SAP R/3 Role Menu Transaction Code IMG Menu Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Workforce Requirement and Advertisement -> Create recruitment instrument

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy Name of Medium medium 01 01 15 15 06 05 10 15 01 Press Press Internet Internet Internal press Mail University Internet Press

Instrum.

Instrument

Address Contact

00000001 Times of India 00000002 Indian Express 00000003 Monster.com 00000004 Cairn Portal 00000005 Internal magazine 00000006 Outlook email 00000007 Anna University 00000008 Naukri.com 00000009 Hindu

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00000010 Economic Times

01

Press

Applicant Administration
This component is used to coordinate and monitor all the steps involved in applicant administration. The two-tiered data entry concept provides a fast and easy way to enter and structure unsolicited applications, and applications in response to a specific advertisement. Create Personnel Officer

In this step we create company's personnel officers. Personnel officers process the applications assigned to them according to their authorization from the Personnel Department. Personnel officers for Recruitment must be created as part of administrator group APPL. We can use an ID of our choice for the personnel officer. SAP R/3 Role Menu Transaction Code IMG Menu Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Applicant Administration -> Create Personnel Officer

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy: Administrator name Nidhi Nirmal Pravin Purnima Pushpendra Shoba Stuti

Grp APPL APPL APPL APPL APPL APPL APPL

Ad. NID NIR PRV PUR PUS SHB STU

Title Ms Mr Mr Ms Mr Ms Ms

Tel.no.

SAP Name

51

APPL

SUN

Sunayna

Ms

Applicant Structure
When their data is first entered in the system, applicants are structured according to the following criteria: Internal or external applicants. Unsolicited applicants / Applicants who applied in response to an advertisement. Applicant Groups. Applicant range. Internal applicants are those employed by the company on the date that the job application is received. External applicants are those not employed by the company on this date. This latter grouping can therefore also include former employees of the company. The procedure for entering data is different for internal and external applicants. We have to manually enter all required data on external applicants. When dealing with internal applicants, however, we can import data such as name and address simply by specifying the candidate's personnel number. We can overwrite this data, if necessary. Both internal and external applicants can submit unsolicited applications, or apply in response to an advertisement. We need to assign applicants who file an unsolicited application to an unsolicited application group during initial data entry. An unsolicited application group is a userdefinable criterion for use in structuring unsolicited applications. An applicant group is used to group together applicants on the basis of the type of work relationship for which they have applied (for example, employees with a permanent contract, employees with a temporary contract, freelance workers, and so on). The applicant class is a characteristic of the applicant group. The applicant class indicates whether the applicant is internal (applicant class P) or external (applicant class AP). The applicant range is another user-definable criterion used for classifying applicants. Generally speaking, it classifies applicants on the basis of either hierarchical or functional criteria. Classifying the applicants hierarchically involves dividing them into groups, such as executive employees, salaried employees, skilled workers, and so on. Functional classification involves dividing them according to areas of employment, such as executive board, administration department, production, and so on. Applicant Group

52

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Applicant Administration -> Applicant Structure -> Create Applicant Group

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy App.grou AG p Applicant Class ApCl Text External applicant External applicant

Nationals

AP

2 Applicant Range

Expatriates

AP

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Applicant Administration -> Applicant Structure -> Create Applicant Range

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy: AR Applicant range 01 02 Employee Consultants 53

03 Unsolicited application groups

Third Party Consult

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Applicant Administration -> Applicant Structure -> Create unsolicited application groups

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy UAGp 001 002 003 004 005 006 007 008 009 010 011 012 013 014 015 Unsol.app.group Bihar Asset Business Development CEO's Office Communications COO's Office Design Office Drilling Exploration Finance HR & Admin HSE,CSR & LAND Acq. IT&C and IM Legal Petroleum Engg Procurement 54

016 017

Production Production -RV & CB

Applicant Selection
Applicant Activities
In the Recruitment component, applicant activities are used to enter, log, and plan all the tasks performed for an applicant during the selection procedure. Applicant activities are administrative stages through which an applicant passes during the course of the application procedure. The following characteristics are among those used to identify an applicant activity:

Activity type

The activity type denotes the activity that is to be carried out for an applicant (e.g. Mail confirmation of receipt, Mail invitation to interview, Appointment for interview).

Activity status The activity status indicates whether the activity has already been performed for an applicant (completed) or is still to be performed (planned).

Performance date For planned activities, the performance date indicates the date by or on which the activity is to be carried out; for completed activities it indicates the date on which they were actually carried out.

Person responsible for activity This employee is responsible for ensuring that the activity is carried out on or by the deadline specified, and may be responsible for carrying it out him/herself.

Applicant Activity types

55

SAP R/3 Role Menu Transaction Code IMG Menu

Personal Data SPRO


Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Recruitment -> Applicant Selection -> Applicant Activities -> Applicant Activity Types -> Create applicant activity types

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy System Fnction

Ac

Activ. sh.text

Act.type long text Mail confirmation of receipt Transfer applicant file File returned Video Conference Phone based Face to face Mail invitation to test Date of applicant test Hand in appraisal Mail contract Mail rejection letter Travel expense accounting Approve hiring Hiring date Transfer applicant

System Function Text

001 002 003 004 005 006 007 008 009 010 011

Receipt Transfer file File returned Video interview Telecon-Intrvue Face-Face-Intrw Test invitation Test date Appraisal Mail contract Rejection

Applicant correspondence

P P P P

Applicant correspondence Applicant correspondence Applicant correspondence Applicant correspondence

P P

Applicant correspondence Applicant correspondence

012 013 014 015

Travel expenses Approve hiring Hiring date Transfer data

Transfer data to employee 56

data 016 017 018 Interim reply Hire applicant Medical exam. Mail interim reply Hire applicant Medical examination Contract returned by applicant Reject applicant Mail offer of contract Put applicant on hold Send work contract Telephonic Interview Face-to-face Interview P P Applicant correspondence Applicant correspondence ________________________ Default Values Feature : PACPA PACPA Parameter Settings for Follow-up Actions Object Feature Task This feature defines how the parameters are to be set for actions proposed as follow-up actions. Follow-up actions are defined using feature PACPP. Use In transaction PB60 using "Foll.actions" function key. Procedure The return matrix of the feature has the following structure: XXXXX ZZZZZ. XXXXX: Field name for an action (APLACTI4) 57 P P Applicant correspondence Applicant correspondence P Applicant correspondence

019 020 021 022 023 090 091

Contr.returned Reject appl. Offer contract On hold Work contract Telephonic Int. Face-face Int.

o PLDAT Performance date (mandatory field). o PLTIM Performance time. o RECTK Indicator as to whether 'planned' actions are to be carried out using recurring tasks. o IDTXT Text number for standard text. o PERNR Pers.no. of person responsible for action. ZZZZZ: Value entered in field, 20 characters long. o PLDAT ZZZZZ = nn Number of days, added to date of previous action to obtain performance date. If this date is already past, the system proposes the current date as a default. o RECTK ZZZZZ = X Planned action is carried out using recurring tasks. o PERNR ZZZZZ = 8-digit personnel number from the master database. The next line in the feature is accessed by means of operation NEXTR. The last line of an action ends with a comma (not NEXTR). Variable key

Line 000010

C D

Operations APACT &PACPA=IDTXT INTERVIEW_INTIMATION_LETTER, NEXTR A

000020
000030 000040

004
004 004 A B

&PACPA=RECTK X, NEXTR B &PACPA=PLDAT 1, &PACPA=IDTXT INTERVIEW_INTIMATION_LETTER, NEXTR A

000050 000060 000070 000080

005 005 005 006 A B

&PACPA=RECTK X, NEXTR B &PACPA=PLDAT 1, &PACPA=IDTXT INTERVIEW_INTIMATION_LETTER, NEXTR

58

A 000090 000100 000110 000120 000130 000140 000150 000160 000170 000180 000190 000200 000210 000220 000230 000240 000250 000260 000270 000280 006 006 007 007 007 008 010 010 010 011 011 011 016 016 016 020 *** *** *** *** A B C A B A B A B A B A B &PACPA=RECTK X, NEXTR B &PACPA=PLDAT 1, &PACPA=IDTXT INVITATION, NEXTR A &PACPA=RECTK X, NEXTR B &PACPA=PLDAT 1, &PACPA=PLDAT 10, &PACPA=IDTXT OFFER-CONTRACT, NEXTR A &PACPA=RECTK X, NEXTR B &PACPA=PLDAT 20, &PACPA=IDTXT REJECTION_LETTER, NEXTR A &PACPA=RECTK X, NEXTR B &PACPA=PLDAT 20, &PACPA=IDTXT PRELIMINARY-RECEIPT, NEXTR A &PACPA=RECTK X, NEXTR B &PACPA=PLDAT 2, &PACPA=PLDAT 2, &PACPA=PLDAT 2, NEXTR A &PACPA=PERNR 2, NEXTR B &PACPA=PERN1 3, NEXTR C &PACPA=PERN2 4,

59

Time Management The Time Management component offers the support in performing all human resources processes involving the planning, recording, and valuation of internal and external employees work performed and absence times. Time Management has user-oriented interfaces that support centralized and decentralized entry and administration of time and labor data. Data can be processed centrally by administrators in the human resources department or else in individual departments by time administrators such as supervisors, secretaries, and employees themselves.
Work Schedules i. Define Public Holiday Classes Personal Sub Area Groupings i. ii. Group Personal Sub Areas for the Work Schedule Group Personal Sub Areas for the Daily Work Schedule Daily Work Schedule

Define Daily work Schedule Period Work Schedule Define Period Work Schedules

Define Break Schedule Define Rules for variants

Day Types
Define Day Types Define Selection rules Define Special days Work Schedule rules and Work Schedules Define Employee subgroup Groupings Define Groupings for the Public Holiday Calendar Set Work Schedule Rules and Work Schedules Generate Work Schedules Manually Generate Work Schedules in Batch Planned Working Time Set Default Value for the Work Schedule Set Which Hour Fields Are Entry Fields Define Working Weeks Set Default Value for Time Management Status Time Data Recording and Administration Absences 1) Absence Catalog: Group Personnel Sub areas for Attendances and Absences.

60

Define Absence Types Define Illness Types Determine Entry Screens and Time Constraint Classes. 2) Absence Counting: Define Counting Classes for the Period Work Schedule. 3) Rules for Absence Counting (New): Group Employee Subgroups for Time Quotas. Group Personnel Sub areas for Time Quotas. Define Rules for Rounding Counted Absences. Define Counting Rules. Assign Counting Rules to Attendance Types. 4) Special Absence Data: Maternity Protection Set Eligibility for Info type Define Absence Types Define Types of Birth Define Maternity Protection Periods Define Default Absence Types Managing Time Accounts Using Attendance/Absence Quotas: Setting Groupings for Time Quotas Group Employee Subgroups for Time Quotas Group Personnel Sub areas for Time Quotas. Time Quota Types Create Number Range Intervals Define Absence Quota Types Define Absence Quota Types and Indicate leave. Calculating Absence Entitlements Automatic Accrual of Absence Quotas Rules for Generating Absence Quotas Setting up Methods for Quota Accrual Quota Deduction Using Attendances Absences. Define Deduction Rules for Absence and Attendance Quotas. Assign Deduction Rules to Counting Rules. /

61

62

63

Define Public Holidays:

64

Public Holiday Calendar


The public holiday calendar plays an important role in the Human Resources modules. It affects the definition of the organizational structure of the enterprise and plays a central role in the scheduling process as well in generating monthly work schedules.
The public holiday calendar is based on an actual year and allows you to apply your working time models to a specific time period. It is essential to use the public holiday calendar for recording your employees attendances and absences: the payroll program can only be run correctly if Sundays and public holidays and so on are taken into account.

Create Public Holiday Calendar


The public holiday calendar is created on the basis of the regional and national holidays that are valid for your personnel areas and subareas. Company-specific days off for the festivals can also be entered in the calendar. All National and Festival Holidays for different Locations can be created in the system and assigned to the holiday calendar. Create Public Holiday Calendars In this step create the public holiday calendars for locations and assign the public holidays to these calendars.

65

SAP R/3 Role Menu Transaction Code IMG Menu

Define Public Holiday Classes SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Define Public Holiday Classes

Description and Configuration Values The following table reproduces the holiday calendars configured for various locations of Cairn Energy. Calendar id: CB - Cairn Barmer & Jodhpur Public Holiday Christmas Diwali Gandi Jayanthi Good Friday Holi Independance Day (India) Maharana Pratap Jayanti May Day Ramazan Republic Day (India) Sri Krishna Jayanti Calendar id: CC - Cairn Chennai Valid From 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900 Valid To 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098

Public Holiday Christmas Deepavali Gandi Jayanthi Ganesha Chaturthi Independance Day (India) May Day

Valid From 1900 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098 2098

66

Ramazan Republic Day (India) Sri Krishna Jayanti Tamil New Year Ugadi Telugu New Year Calendar id: CG - Cairn Gurgaon Public Holiday Christmas Diwali Diwali1 Gandi Jayanthi Good Friday Holi Independance Day (India) May Day Ram Navami Ramazan Republic Day (India) Sri Krishna Jayanti Calendar id: CK - Cairn Kakinada

1900 1900 1900 1900 1900

2098 2098 2098 2098 2098

Valid From 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098

Public Holiday Christmas Deepavali Dussehra / Ayudha Puja Gandi Jayanthi Good Friday

Valid Fro m 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098

67

Independance Day (India) Makra Sankaranti May Day Ramazan Republic Day (India) Ugadi Telugu New Year Calendar id: CM - Cairn Syanam

1900 1900 1900 1900 1900 1900

2098 2098 2098 2098 2098 2098

Public Holiday 1 Ramadan Deepavali Dussehra / Ayudha Puja Gandi Jayanthi Good Friday Independance Day (Indi Makra Sankaranti May Day Ramazan Republic Day (India) Ugadi Telugu New Year Calendar id: CP - Cairn Patna Public Holiday Chhath Puja Christmas Diwali Gandi Jayanthi Good Friday Holi Independance Day (In

Valid From 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098

Valid From 1900 1900 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098 2098 2098

68

May Day Ramazan Republic Day (India) Sri Krishna Jayanti Calendar id: CR - Cairn Rajahmundry Public Holiday Christmas Deepavali Dussehra / Ayudha Puja Gandi Jayanthi Good Friday Independance Day (India) Makra Sankaranti May Day Ramazan Republic Day (India) Ugadi Telugu New Year Calendar id: CS - Cairn Suvali Public Holiday Christmas Deepavali Dhulati (Holi Second day) Gandi Jayanthi Good Friday Gujarati New Year Independance Day (India) Makra Sankaranti May Day Ramazan

1900 1900 1900 1900

2098 2098 2098 2098

Valid From 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098

Valid From 1900 1900 1900 1900 1900 1900 1900 1900 1900 1900

Valid To 2098 2098 2098 2098 2098 2098 2098 2098 2098 2098

69

Republic Day (India)

1900

2098

Assign Public Holiday Calendars to Locations


The holiday calendar is assigned to a Personnel Subarea / Location. As Employees are assigned to Personnel Sub areas/locations, all the holidays applicable for that location automatically applies to the employee. Any required changes to the public holiday calendar can be made at any time. Assign Personnel Subarea to Public Holiday Calendar In this step assign the public holiday calendars to the defined personnel subareas (locations).

SAP R/3 Role Menu Transaction Code IMG Menu

Define Public Holiday Classes SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Work Schedule Rules and Work Schedules -> Define Groupings for the Public Holiday Calendar

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Personnel Sub Area 01 02 03 04 05 06 07 08 09 Personnel Sub Area Text Gurgaon S`yanam Rajahmundry Kakinada Barmer Jodhpur Patna Suvali Chennai Holiday Calendar ID CG CM CR CK CB CB CP CS CC

Personnel Area 001 001 001 001 001 001 001 001 001

Personnel Area Text Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India

70

Work Schedules
With this component, the settings required for creating work schedules for the employees in the enterprise can be made. Work schedules are shift schedules which must be generated for all employees, even those with a set working time (salaried employees) or flextime. A work schedule consists of several different elements. Elements of the work schedule include daily work schedules, period work schedules, and work schedule rules. Work schedules can be defined with flextime models or rotating shifts for particular organizational units. It can also set up the legislative regulations, collective agreements and internal company policies that stipulate employee working time in the system.

Personnel Subarea Groupings


Personnel subarea groupings are used to group the employees for work schedule rules based on the personnel subareas / locations. Group Personnel Subareas for the Work Schedule In this step, group the personnel areas and personnel subareas for work schedules.

SAP R/3 Role Menu Transaction Code IMG Menu

Personnel Subarea Groupings SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Personnel Subarea Groupings -> Group Personnel Subareas for the Work Schedule

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Personnel Area 001 001 001 001 001 001 001 Personnel Area Text Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Personnel Sub Area 01 02 03 04 05 06 07 Personnel Sub Area Text Gurgaon S`yanam Rajahmundry Kakinada Barmer Jodhpur Patna Personnel Subarea Grouping 40 40 40 40 40 40 40

71

001 001

Cairn India Cairn India

08 09

Suvali Chennai

40 40

Group Personnel Subareas for Daily Work Schedule In this step, assign a personnel area grouping for daily work schedules to a personnel area grouping for work schedules.

SAP R/3 Role Menu Transaction Code IMG Menu

Personnel Subarea Groupings SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Personnel Subarea Groupings -> Group Personnel Subareas for the Daily Work Schedule

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. PS Grouping 01 02 03 04 05 06 07 08 DWS Grouping 01 02 03 04 05 06 07 08

72

Daily Work Schedules


The daily work schedule determines the structure of working times in the enterprise at the daily level. Also actual normal working conditions can be defined and those that differ from externally or internally determined daily working times. In this way, sets of working times can be defined for specific set of employees. The planned working time specified in a daily work schedule is the basis for payment calculation of actual working times that are relevant for payroll, as well as the valuation of attendances and absences. The daily work schedule, along with Break Schedules, comprise of the working times for a particular day. The break rules in the work schedule for any particular working day can be defied and can be assigned to a personnel sub area grouping for work schedules. This grouping enables to assign a break schedule to as many of the groupings daily work schedules as we want, thereby achieving maximum flexibility in combining all elements of the daily work schedule. Define Break Schedules In this step, define work break schedules for the enterprise. We can specify exactly when breaks may be taken within the daily work schedule, and whether they are paid or unpaid.

SAP R/3 Role Menu Transaction Code IMG Menu

Daily Work Schedules SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Daily Work Schedules -> Define Break Schedules

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy.

Groupin g 40 40

Break 6DAY NORM

No 01 01

Start 12:00 12:00

End 13:00 13:00

Unpaid 1.00 1.00

Paid

After

RefTim

Type 1

Type 2

Define Daily Work Schedules In this step, daily work schedules for the enterprise are defined. By entering the planned working time, the system calculates the planned planed hours for one day, taking the break schedule into consideration. The daily work schedules for availability are also defined in this step.

73

SAP R/3 Role Menu Transaction Code IMG Menu

Daily Work Schedules SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Daily Work Schedules -> Define Daily Work Schedules

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy.

74

Groupin g 40 40 40 40 40 40 40 40

Daily Work Schedule 12HR 6DAY ASFT BSFT CSFT FLEX FREE NORM

Variant

Daily WS Text 12 Hrs Working 6 day A shift (Morng) B shift (eving) C shift (night) Flextime Free Normal Working

Start Date 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1900 01.01.1900 01.01.1990

End Date 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Period Work Schedules


The period work schedule consists of a defined sequence of daily work schedules. It reflects a work pattern that is repeated after a defined period of time. Period work schedules can extend over one week, several weeks, or a period that is not divisible by seven. Period work schedule can be created for any length of time: The period work schedule can provide the working time model for one week, as do flextime models, or for an entire year. Period work schedules can also be created for longer term working models, such as those that cover the entire year. The week number distinguishes between the individual elements of a period. Define Period Work Schedules In this step, the period work schedules are created by specifying the sequence of daily work schedules for a work schedule for one or more weeks.

SAP R/3 Role Menu Transaction Code IMG Menu

Period Work Schedules SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Period Work Schedules -> Define Period Work Schedules

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Grp 40 PWS 10D4 Period WS Text 10 Day On 4 Day Week 001 01 NORM 02 NORM 03 NORM 04 NORM 05 NORM 06 NORM 07 NORM

75

Off 10 Day On 4 Day Off 14 Days Rotational 14 Days Rotational 14 Days Rotational 14 Days Rotational 15 Days Rotational 15 Days Rotational 15 Days Rotational 21 Days Rotational 21 Days Rotational 21 Days Rotational 21 Days Rotational 21 Days Rotational 21 Days Rotational 28 Days Rotational 28 Days Rotational 28 Days Rotational

40

10D4

002

NORM

NORM

NORM

FREE

FREE

FREE

FREE

40

14DY

001

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

14DY

002

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

14DY

003

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

14DY

004

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

15DY

001

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

15DY

002

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

15DY

003

NORM

FREE

FREE

FREE

FREE

FREE

FREE

40

21DY

001

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

21DY

002

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

21DY

003

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

21DY

004

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

21DY

005

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

21DY

006

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

28DY

001

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

28DY

002

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

28DY

003

12HR

12HR

12HR

12HR

12HR

12HR

12HR

76

40

28DY

28 Days Rotational 28 Days Rotational 28 Days Rotational 28 Days Rotational 28 Days Rotational Six days working 6/2 Days Rotatioanl 6/2 Days Rotatioanl 6 Week On 1 Week Off 6 Week On 1 Week Off 6 Week On 1 Week Off 6 Week On 1 Week Off 6 Week On 1 Week Off 6 Week On 1 Week Off 6 Week On 1 Week Off 6 Week On 2 Week Off 6 Week On 2 Week Off 6 Week On 2 Week Off

004

12HR

12HR

12HR

12HR

12HR

12HR

12HR

40

28DY

005

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

28DY

006

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

28DY

007

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40 40

28DY 6DAY

008 001

FREE 6DAY

FREE 6DAY

FREE 6DAY

FREE 6DAY

FREE 6DAY

FREE 6DAY

FREE FREE

40

6DRO

001

ASFT

ASFT

BSFT

BSFT

CSFT

CSFT

FREE

40

6DRO

002

FREE

40

6WK1

001

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK1

002

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK1

003

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK1

004

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK1

005

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK1

006

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK1

007

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

6WK2

001

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK2

002

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK2

003

NORM

NORM

NORM

NORM

NORM

NORM

NORM

77

40

6WK2

6 Week On 2 Week Off 6 Week On 2 Week Off 6 Week On 2 Week Off 6 Week On 2 Week Off 6 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 8 Week On 2 Week Off 5 Days Working

004

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK2

005

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK2

006

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

6WK2

007

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

6WK2

008

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40

8WK2

001

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

002

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

003

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

004

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

005

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

006

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

007

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

008

NORM

NORM

NORM

NORM

NORM

NORM

NORM

40

8WK2

009

FREE

FREE

FREE

FREE

FREE

FREE

FREE

40 40

8WK2 NORM

010 001

FREE NORM

FREE NORM

FREE NORM

FREE NORM

FREE NORM

FREE FREE

FREE FREE

Work Schedule Rules and Work Schedules


A work schedule rule is a precise description of the work schedule that specifies the working times of a group of employees.

78

A work schedule rule is assigned a period work schedule, which in turn is made up of daily work schedules. Rotating shifts are set up by assigning a period work schedule to several work schedule rules. Work schedules are not stored all at once, but stored for each month. The work schedule is created regardless of the length of the period work schedule and is not person-specific. Define Employee Subgroup Groupings The employee subgroup grouping for work schedules allows us to group several employee subgroups and base their work schedules on the same rules.

SAP R/3 Role Menu Transaction Code IMG Menu

Work Schedule Rules and Work Schedules SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Work Schedule Rules and Work Schedules -> Define Employee Subgroup Groupings

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Define Employee Subgroup Grouping

ESGrpg 0 1 2 3 4 6 7

ES Grpg for WS Applicants Hourly wage earners Salaried employees Executive Executive - PH Holder Non-holder

Group Employee Subgroups for Work Schedules Emp Group 1 Emp Group Text Nationals Emp Sub Group 01 Emp Sub Group Text ES Grouping

Employee

79

1 1 2 2 2

Nationals Nationals Expatriates Expatriates Expatriates

02 03 01 02 03

Direct Consultants Third Party Consultant Employee Direct Consultants Third Party Consultant

2 2 2 2 2

Set Work Schedule Rules and Work Schedules In this step, you define the work schedule rules that are assigned to employees in the Planned Working Time infotype (0007). The work schedule rule is assigned to a period work schedule and the holiday calendars.

SAP R/3 Role Menu Transaction Code IMG Menu

Work Schedule Rules and Work Schedules SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Work Schedule Rules and Work Schedules -> Set Work Schedule Rules and Work Schedules

80

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. ES Grpg ES Grpg for WS Holiday Calendar Text PS Groping WS Rule Start Date End Date

Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees

CB

Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur Cairn Barmer & Jodhpur

40

10D4

01.01.1990

31.12.9999

CB

40

15DY

01.01.1990

31.12.9999

CB

40

21DY

01.01.1990

31.12.9999

CB

40

28DY

01.01.1990

31.12.9999

CB

40

6WK1

01.01.1990

31.12.9999

CB

40

6WK2

01.01.1990

31.12.9999

CB

40

8WK2

01.01.1990

31.12.9999

CB

40

NORM

01.01.1990

31.12.9999

CC

Cairn Chennai

40

NORM

01.01.1990

31.12.9999

CG

Cairn Gurgaon

40

10D4

01.01.1990

31.12.9999

CG

Cairn Gurgaon

40

NORM

01.01.1990

31.12.9999

CM

Cairn Syanam

40

21DY

01.01.1990

31.12.9999

CM

Cairn Syanam

40

NORM

01.01.1990

31.12.9999

CP

Cairn Patna

40

21DY

01.01.1990

31.12.9999

CP

Cairn Patna

40

6DAY

01.01.1990

31.12.9999

81

Salaried employees Salaried employees Salaried employees Salaried employees Salaried employees

CP

Cairn Patna Cairn Rajahmundry

40

NORM

01.01.1990

31.12.9999

CR

40

NORM

01.01.1990

31.12.9999

CS

Cairn Suvali

40

14DY

01.01.1990

31.12.9999

CS

Cairn Suvali

40

6DAY

01.01.1990

31.12.9999

CS

Cairn Suvali

40

6DRO

01.01.1990

31.12.9999

Generate Work Schedules Manually Work schedules can be generated in this step. The existing work schedules can also be changed or deleted. Create all function can be used to generate for more than a month. The function can be called via the 'Edit' menu option. If the work schedules need to be created from January through December of a particular year, December of the previous year and January of the following year must be included. "Create" function can be used to generate the monthly work schedule one month at a time (with confirmation). the "Create all" function can be used to generate the work schedule for the required period without confirmation.

SAP R/3 Role Menu Transaction Code IMG Menu

Work Schedule Rules and Work Schedules SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Work Schedule Rules and Work Schedules -> Generate Work Schedules Manually

Planned Working Time


The Planned Working Time infotype (0007) allows us to enter a work schedule to define individual working times for employees. It also allows store the time management status for that employee. The time management status specifies whether an employee participates in time evaluation, and if so, which form. The following are possible values for the time management status: 0 No time evaluation

82

1 Time evaluation - actual times 2 Time evaluation - PDC 7 Time evaluation without payroll integration 8 External services 9 Time evaluation - planned times

Set Default Value for Time Management Status In this step a feature is used to create a default value for the time management status in the Planned Working Time infotype. This default value is proposed when we create an infotype record. It can be determined on the basis of an employee's organizational assignment.

SAP R/3 Role Menu Transaction Code IMG Menu

Planned Working Time SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Planned Working Time -> Set Default Value for Time Management Status

83

Time Data Recording and Administration


The time structures in the company can be represented using working time models, the calendar, and by maintaining the Time Management infotypes. These options allow us to enter all time data and related information for your employees. This time data includes attendance and absence times, availability times, and overtime, for example. With this component, all the necessary settings can be made to allow the recording of working times for individual employees. This includes absences such as illness, leave, substitutions, overtime, and so on. A status for Time Management is defined which indicates whether all attendances are recorded for an employee, or only exceptions to the work schedule. It is also determined that how the system should react if working time data is entered which overlaps with existing data (for example, if an illness record overlaps with a leave record).

Absence Catalog
Absences are paid or unpaid planned working times during which the employee has not worked. They therefore represent a deviation to the employee's work schedule. Information required for defining and recording absences can be stored in this area. In this section, the settings required for recording and processing absences are made. Group Personnel Subareas for Attendances and Absences In this step, personnel areas and subareas are grouped for attendance and absence types. For example, if the same attendance and absence types are to be assigned to personnel subareas 01 and 02, same grouping for these both personnel areas needs to be defined.

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Catalog SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Group Personnel Subareas for Attendances and Absences

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy.

84

Personnel Area 001 001 001 001 001 001 001 001 001

text

Personnel Subarea 01 02 03 04 05 06 07 08 09

Text

PS Grouping

Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India

Gurgaon S`yanam Rajahmundry Kakinada Barmer Jodhpur Patna Suvali Chennai

40 40 40 40 40 40 40 40 40

Define Absence Types In this step, absence types for different personnel subarea groupings are defined. Also the checks which the system performs can be defined when the absence is entered.

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Catalog SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Define Absence Types

85

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Personnel Area 40 40 40 40 40 40 40 40 40 Absence Type 100 200 300 400 500 600 700 800 900 Absence Text Start Date End Date

Annual Leave Casual Leave Sick leave Maternity Leave-14 Weeks Paternity leave Compassionate leave Compensatory Off Half day Casual Unpaid Absence

01.01.1990 01.01.1900 01.01.1900 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990

31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Determine Entry Screens and Time Constraint Classes

86

Use the data entry screen number for an absence to determine which screen (entry screen) is used to enter, display and maintain a record of this particular absence type. The time constraint class controls the system reaction if a new record in the Absences infotype (2001) overlaps with existing time infotype records. In the standard system, the following numbers are allocated to the screens: 1. 2000 - General absence This screen is used for all absences which do not require special processing (such as paid leave of absence for getting married). 2. 2001 - Quota deduction This screen is used for entering data on leave or time in lieu of overtime. 3. 2002 - Work incapacity Use this screen for all absence types where continued pay should be taken into account automatically by the system. 4. Special screens have been developed for the following absence types: 2003 - Maternity protection, parental leave 2004 - Military and non-military service 2005 - Work incapacity (Netherlands)

87

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Catalog SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Determine Entry Screens and Time Constraint Classes

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Personnel Area 40 40 40 40 40 40 40 40 40 Absence Type 0100 0200 0300 0400 0500 0600 0700 0800 0900 Absence Text Start Date End Date

Annual Leave Casual Leave Sick leave Maternity Leave-14 Weeks Paternity leave Compassionate leave Compensatory Off Half day Casual Unpaid Absence

01.01.1990 01.01.1900 01.01.1900 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990

31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Absence Counting
When an attendance/absence is recorded, the system refers to the planned working hours in the employee's daily work schedule to calculate the attendance/absence hours. This is not always desirable. There are times when the special regulations for counting attendances and absences need to be applied, such as: on specific days (public holidays, weekdays) for specific attendance and absence types for specific daily and period work schedules

The daily duration of an absence can be counted according to the rules which are defined in this section. Thus, it can valuate the duration of attendances/absences differently depending on business requirements. Define Counting Classes for the Period Work Schedule

88

In this section, the settings for attendance/absence counting are made.

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Counting SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Define Counting Classes for the Period Work Schedule

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy. PS Grpg Period WS 10D4 14DY 15DY 21DY 28DY 6DAY 6DRO 6WK1 6WK2 8WK2 NORM Start End Counting Class 1 1 1 1 1 1 1 1 1 1 1

40 40 40 40 40 40 40 40 40 40 40

01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990

31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Group Employee Subgroups for Time Quotas

89

In this step, employee subgroups for time quota types are grouped. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Counting SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Group Employee Subgroups for Time Quotas

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy. EE Group 1 1 1 2 2 2 EE Subgroup 1 2 3 1 2 3

Text Nationals Nationals Nationals Expatriates Expatriates Expatriates

Text Employee Direct Consultants Third Party Consulta Employee Direct Consultants Third Party Consulta

ESG Time Quota Types 2 2 2 2 2 2

Group Personnel Subareas for Time Quotas In this step, personnel subareas are grouped with regard to the permissibility of time quota types. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.

90

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Counting SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Group Personnel Subareas for Time Quotas

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy. EE Group 1 1 1 2 2 2 EE Subgroup 1 2 3 1 2 3

Text Nationals Nationals Nationals Expatriates Expatriates Expatriates

Text Employee Direct Consultants Third Party Consulta Employee Direct Consultants Third Party Consulta

ESG Time Quota Types 2 2 2 2 2 2

Define Rules for Rounding Counted Absences In this step, you set rounding rules for absence and attendance counting. Concrete numbers for the rounding rules are used. We can specify whether we want:

91

Only values within the specified interval to be rounded or the interval to be rolled The specified upper and lower limits to be included in the calculation You can specify several subrules for a rounding rule and number them sequentially. The system runs through the subrules in sequential order until it finds one that applies.

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Counting SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Define Rules for Rounding Counted Absences

Define Counting Rules In this step, you define rules for counting attendances and absences. The 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.

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Counting SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Define Counting Rules

92

93

Assign Counting Rules to Absence Types In this step, we determine which rule for attendance or absence counting should be used for each attendance/absence type.

94

SAP R/3 Role Menu Transaction Code IMG Menu

Absence Counting SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Assign Counting Rules to Absence Types

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Absence Type 40 40 40 40 40 40 40 40 100 200 300 400 500 600 700 800 Counting Rule 010 020 060 030 040 050 070 080

PSG

Text Annual Leave Casual Leave Sick leave Maternity Leave-14 Weeks Paternity leave Compassionate leave Compensatory Off Half day Casual

Start Date 01.01.1990 01.01.1900 01.01.1900 01.01.1990 01.01.1990 01.01.1990 01.01.1990 01.01.1990

End Date 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

95

900

Unpaid Absence

01.01.1990

31.12.9999

010

Managing Time Accounts Using Attendance/Absence Quotas


An Absence quota specifies an employee's entitlement to time off for a limited period. It is dependent on an absence quota type. The Absence Quotas infotype (2006) can be used 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 an absence is recorded in the Absences infotype, the system checks whether the employee possesses sufficient time off entitlement. An Attendance quota specifies a limited period in which an employee has approval for certain activities. It is dependent on an attendance quota type.

Setting Groupings for Time Quotas


Time quotas (time off entitlements and attendance approvals) can be grouped or refined according to the following factors: Employee subgroups for time quotas (type of employee) Personnel subareas for time quotas (where is the employee assigned?) If time evaluation is used: Personnel subareas for time recording (time type determination) For generating absence quotas: quota type selection rule group (which conditions and rules apply when absence quotas are generated)

In this section, employee subgroup grouping and the personnel subareas are grouped together based on the time quota types permitted. Group Employee Subgroups for Time Quotas In this step, employee subgroups for time quota types are grouped. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types

SAP R/3 Role Menu Transaction Code IMG Menu

Setting Groupings for Time Quotas SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Managing Time Accounts Using Attendance/Absence Quotas -> Setting Groupings for Time Quotas -> Group Employee Subgroups for Time Quotas

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy.

96

EE Group 1 1 1 2 2 2

Text Nationals Nationals Nationals Expatriates Expatriates Expatriates

EE Subgroup 01 02 03 01 02 03

Text Employee Direct Consultants Third Party Consulta Employee Direct Consultants Third Party Consulta

ESG Time Quota Types 2 2 2 2 2 2

Group Employee Subgroups for Time Quotas In this step, personnel subareas are grouped with regard to the permissibility of time quota types. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.

SAP R/3 Role Menu Transaction Code IMG Menu

Setting Groupings for Time Quotas SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Managing Time Accounts Using Attendance/Absence Quotas -> Setting Groupings for Time Quotas -> Group Personnel Subareas for Time Quotas

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. PS Groping for time quotas 40 40 40 40 40 40

Personnel Area 1 1 1 1 1 1

Text Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India

Personnel Subarea 01 02 03 04 05 06

Text

Gurgaon S`yanam Rajahmundry Kakinada Barmer Jodhpur

97

1 1 1

Cairn India Cairn India Cairn India

07 08 09

Patna Suvali Chennai

40 40 40

Time Quota Types


In this section the attendance and absence quota types are defined for managing time accounts. Also we specify how attendances and absences are to be deducted from the employees' quotas. Define Absence Quota Types In this step, the valid absence quota types (entitlement to time off and leave types) for the employee subgroup and personnel subarea groupings for time quota types are defined.

SAP R/3 Role Menu Transaction Code IMG Menu

Time Quota Types SPRO Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Managing Time Accounts Using Attendance/Absence Quotas -> Time Quota Types -> Define Absence Quota Types

98

Description and Configuration Values The following table reproduces the initial values configured for Cairn Energy. Absence Quota Type 10 20 21 30 40 50 60

ESGpg 2 2 2 2 2 2 2

PSGpg 40 40 40 40 40 40 40

Quota Text Annual leave(Cairn) Casual Leave Suwali Maternity Leave-14 Weeks Paternity leave Compassionate leave Compensatory Off

Start Date 01.01.1990 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

End date 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Permit Generation of quotas in Time Evaluation

99

Specify Rule groups for time quota type selection: QUOMO

100

Set Base Entitlement:

Determine validity and Deduction periods:

101

Define generation Rules for Quota type Selection:

102

Define Deduction Rules for Absence quotas:

103

Assign Deduction rules to Counting rules:

Setting Methods for Quota accrual:

Set up Automatic accrual using report RPTQTA00:

104

Output:

105

PAYROLL-INDIA

SCOPE OF THE DOCUMENT


The Payroll document contains the configuration details of the module. As part of business process mapping following configuration has been carried out in this module.

1.1

Payroll Module Configuration Scope


Functions Payroll Area

Process Organizational Data

Default payroll area Control record Payscale type and areas Payscale structure and Enterprise structure Default Payscale data ESG grp PCR and Collective agreement provision Payscale groups and levels Basic pay Wagetypes characteristics and groupings Wagetypes group Basicpay Enterprise structure for wagetype model Default Wagetypes for basic pay Maintain Valuation of Base Wage Types Wagetypes characteristics and groupings Recurring payments and deductions Wagetypes group Recurring payments and deductions Maintain Valuation of Base Wage Types Wagetypes characteristics and groupings Additional Payments Wagetypes group Recurring payments and deductions Maintain Valuation of Base Wage Types Employee remuneration Wagetypes characteristics and groupings

106

Process

Functions

Wagetypes group Recurring payments and deductions Assign Wage Type Model for Pay Scale Grouping for Allowances Maintain Default Wage Types for Basic Pay Reimbursements, Allowances and Perks Maintain Allowance Rules based on Slabs Calculate Eligibility for RAPs Maintain Extra Eligibility Criteria for RAPs Claims and eligibilities Claims Maintain Salary Year and Period End Treatment of RAP Define Accomodation Types Housing Maintain the Processing Options for CLA Housing allowance and perk LTA eligibility Leave Travel Integration with Absences LTA exemption and period end processing Define Vehicle Details Define Conveyance Types Define Amounts and Numbers for Car Schemes Car and Conveyance Assign Type and Age of Car for Car Schemes Assign Eligibility Criteria for Conveyance Allowance and car maintenance Maintain car Rate of Perquisite Maintain Superannuation Trust ID Maintain Superannuation Contrib. Freq and Rel. Wage Types Superannuation Define Contribution Rates for Superannuation Maintain Eligibility Details for Superannuation Wage types configuration, integration with termination workbench

107

Process

Functions Define Trust Details for Provident Fund Assign Company Rates for Provident Fund

Provident Fund

Define PF Trust Validity Period Maintain Contribution Details for Provident Fund Define Contribution type for Statutory rates for Provident Fund Define Personnel Area and Sub area Groupings for LWF

Labour Welfare Fund

Assign LWF Groupings for Personnel Area and Subarea Maintain Contribution Rates for Labour Welfare Fund Define Professional Tax Grouping Details Assign PTax Groupings for Personnel Areas and Subareas Assign Amounts for Professional Tax Deduction

Professional Tax

Maintain Method and Form Layout for PTax Groupings Maintain Cumulation Rules for Professional Tax Define Personnel Area and Subarea Groupings for Tax Assign Tax Groupings for Personnel Areas and Subareas Maintain Feature to Return Employer IncomeTax Related Data

Income tax Third Party Deductions Tax Liability on Reimbursements, Allowances and Perks Section 89(1) Relief Recovery of Rounded Off Amounts Recovery of Rounded Off Amounts during payroll run Determine Periods of Notice Determine Deadline Type Termination Maintain Calculation Factor for Retiral Benefits Calculation method for Notice Pay Termination workbench configuration Company Loans Specify Interest Calculation Method Maintain Rule for Interest Rate Advantage Taxation

108

Process

Functions Maintain Loan Types Control Allocation of Loans Maintain Loans Grouping Maintain Salary Components Maintain Maximum Number of Loans Allowed Maintain Maximum amount for loans outstanding Maintain Loans Eligibility Checks and Limits Maintain Loans Disbursement Schedule Maintain the Description for the Event Codes Tranche Maintain Penal Amount Percentage for Special Repayment Maintain Deduction Details Under Section 24 Automate Addition of Principal Repayment Amount to Sec 88 Loan balances processing

Data Medium Exchange

Bank transfers Leave Encashment

Integration with Time Management Absences processing Define Employee Grouping Account Determination Define Symbolic Accounts Define Posting Characteristics of Wage Types Assign Balance Sheet Accounts Integration with accounting Assign Expense Accounts Assign Technical Accounts Assign Vendor Accounts Set Up Postings for Fixed Costs Assign Substitute Cost Centers Payroll Schema Personnel calculation rules Payroll Schema Personnel calculation rules

109

Process Remuneration statement

Functions Remuneration statement

Create Payroll Area: PM--> PA--> Organizational Data--> Organizational Assignment: Create Payroll area Check Default Payroll area Create Control Record

Payroll Area:

110

Check Default Payroll area(ABKRS):

Control Record-PA03:

111

Payroll Basic Settings: Define Employee sub group grouping for PCR & CAP: Purpose: The employee subgroup grouping for the personnel calculation rule is required in Payroll Accounting. The collective agreement provisions grouping are required for indirect valuation of wage types in the Basic Pay Infotype (0008).
IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Pay SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Define EE Subgroup Grouping for PCR and Coll.Agrmt.Prov.

Description and Configuration Values

Employee groups and subgroups must be set up before this activity. The meanings of the grouping for the personnel calculation rule are fixed and may not be changed. 112

For each employee subgroup, we define the personnel calculation rule grouping that indicates the system, which set of personnel calculation rules are to be processed / applicable to each Employee Subgroup.
The following table shows the details of the Employee sub group groupings configured for Cairn Energy:

Pay scale Structure:

Pay Scale Type


Pay scale type is a collective agreement type in accordance with the collective agreement in an enterprise. IMG Menu Path SAP R/3 Role Menu Transaction Code Basic Pay SPRO Implementation Guide for R/3 Customizing (IMG) Personnel IMG Menu Management Personnel Administration Payroll Data Basic Pay Check Payscale type.

Description and Configuration Values

In this step we set up the enterprise's pay scale types. The Basic Pay Infotype (0008) is derived from the pay scale type.
We have configured, the Payroll Scale Types of Cairn Energy as shown in the following table.

113

Pay Scale Area


A pay scale area is a special area in which a collective agreement is valid. When human resources of an organization are located in different Geographics, it is necessary to design companys pay structure considering the respective state laws and employee unions. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Pay SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Check Payscale Area

Description and Configuration Values

In this section, we set up different pay scale areas in accordance with the collective agreement in an enterprise.
The Pay scale Type configuration details applicable for Cairn Energy are shown in the following table.

Assign Pay Scale Structure to Enterprise Structure


In this step, we assign pay scale types and areas defined in the above steps to the personnel areas and Personnel sub areas. IMG Menu Path

114

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Pay SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Check Assignment of Pay Scale Structure to Enterprise Structure

Description and Configuration Values We have to set up the following before configuring this step: The Personnel areas must be defined. Pay scale areas and types must be defined. Determine which pay scale types and areas are assigned to which personnel areas.

The following Configuration has been done for CEIL:


Pay Personnel Area Personnel Area Text Personnel Sub Area Personnel Sub Area Text scale Area Payscale Area Text Payscale Type Payscale Type Text

Cairn India

Gurgaon

25

Payscale Area Gurgoan Payscale Area Syanam Payscale Area Gurgoan Payscale Area Gurgoan Payscale Area Gurgoan Payscale Area Gurgoan Payscale Area Gurgoan Payscale Area Suvli

25

Payscale Type Gurgoan

Cairn India

S`yanam

26

26

Payscale Type Syanam

Cairn India

Rajahmundry

25

25

Payscale Type Gurgoan

Cairn India

Kakinada

25

25

Payscale Type Gurgoan

Cairn India

Barmer

25

25

Payscale Type Gurgoan

Cairn India

Jodhpur

25

25

Payscale Type Gurgoan

Cairn India

Patna

25

25

Payscale Type Gurgoan

Cairn India

Suvali

27

27

Payscale Type Suvli

115

Cairn India

Chennai

25

Payscale Area Gurgoan Payscale Area Gurgoan Payscale Area Suvli Payscale Area Suvli

25

Payscale Type Gurgoan

Cairn India

10

Mumbai

25

25

Payscale Type Gurgoan

Cairn India

11

Pipavav

27

27

Payscale Type Suvli

Cairn India

12

Gandhinagar

27

27

Payscale Type Suvli

Determine Default for pay scale data:

Pay scale groups and Levels:


A pay scale group is a criterion used for grading job evaluation. A pay scale group is divided up into several pay scale levels.
Each of these groups, share a set of characteristics, to which a standard set of rules can be applied.

116

IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Pay SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Revise Pay Scale Groups and Levels

Description and Configuration Values

Pay scale types and areas must be defined, before configuring this step. The following Payscale groups and levels have been configured after analyzing the requirements of location wise Payroll grades and levels of Cairn Energys Payroll system. Payscale Type: 25 (Payscale Type Gurgaon) Payscale Area: 25 (Payscale Area Gurgaon)

Payscale Type: 26 (Payscale Type S' Yanam) Payscale Area: 26 (Payscale Area S' Yanam)

117

WAGE TYPE STRUCTURE

Wage types for Basic Pay Infotype (0008)

Earnings and deductions of an Employee are represented in SAP as Wagetypes. In other words, Wagetypes are the payroll and personnel administration objects used to differentiate between monetary or time units, which are used in different ways to calculate Employees Remuneration. The name range reserved for the customer Wagetypes has been described by SAP. The entire customer Wagetypes should begin with a number. Hence, all the Wagetypes configured for Cairn Energys Payroll System start with a number.

Create / Copy wage types


We create the wage types for the Infotype Basic Pay (0008) by copying the model wage types in the standard SAP system. Only wage types for use in Infotype Basic Pay (0008) are proposed in this step.

IMG Menu Path

118

SAP R/3 Role Menu Transaction Code

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management Personnel Administration Payroll Data Basic pay Wage Types Create wage type catalog

IMG Menu

Description and Configuration Values

These copied wage types will be available in Infotype 0008 for further processing. We can also modify the copies to suit our requirements.
The following are the Wage types defined as part of Basic Pay Infotype 0008, after analyzing the requirements of Cairn Energys Payroll System. Wage Type Code 6CFE 6BLC 6LOC Wage Type long text Consultancy Fee Barmer Loc Allow. Location allowance Short Text 6CFE 6BLC 6LOC

Check Wage Type Text


This section allows us to change the texts of the sample wage types that we have copied in the above step. IMG Menu Path

SAP R/3 Role Menu Transaction Code

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) -> Personnel Management Personnel Administration Payroll Data Basic pay Wage Types Check wage type catalog Check wage type text

IMG Menu

Description and Configuration Values Wage type short texts are used when printing out in Pay slip. The following table shows the Long text and short text assigned to the wage types.

119

Wage Type Code 6CFE 6BLC 6LOC

Wage Type long text Consultancy Fee Barmer Loc Allow. Location allowance

Short Text 6CFE 6BLC 6LOC

Check Entry Permissibility per Infotype


We can define the date on which wage types may be entered. For example the "special bonus" wage type may only be entered up to 12/31/2010. IMG Menu Path

SAP R/3 Role Menu Transaction Code

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic pay Wage Types Check wage type catalog Check enter permissibility per Infotype

IMG Menu

Description and Configuration Values To perform this step we have to have set up the wage type catalog and have configured which wage types can be entered in which Infotype. The details of the Wage types validity have been shown in the following table Wage Type Code 6CFE 6BLC 6LOC Wage Type long text Consultancy Fee Barmer Loc Allow. Location allowance Start date 01.01.1900 01.01.1900 01.01.1900 End date 31.12.9999 31.12.9999 31.12.9999

Employee Sub Group Grouping For Primary Wage Types


This section allows combining employee subgroups for primary wage types, i.e. We group the employee subgroups already named to groups. The Employee sub group grouping determines the applicability of wage types to Employee group and subgroup assigned to an employee in Organizational Assignment Infotype (0001). IMG Menu Path SAP R/3 Role Menu Wage Types

120

Transaction Code

SPRO Implementation Guide for R/3 Customizing (IMG) Personnel

IMG Menu

Management Personnel Administration Payroll Data Wage Types Employee Subgroups for Primary Wage Type

Description and Configuration Values The following table represents the Grouping of Employee sub groups for Primary wage types.

EE Group

Name of employee group Nationals

Employee subgroup 2

Name of employee subgroup

Employees subgroup grouping 1

Direct Consultants

Wage Type Permissibility


IMG Menu Path

SAP R/3 Role Menu Transaction Code

Check Wage Type Catalog SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Wage Types Check wage type catelog Define Wage Type Permissibility for each PS and ESG

IMG Menu

Description and Configuration Values

Before defining the wage type permissibility, we have to ensure the following
Employee groups and subgroups must be defined. Personnel areas and sub areas must be defined. Employee groups, subgroups and personnel areas must be defined for primary wage types. The wage type catalog must be defined.

Assign the appropriate indicators to the wage types, in the details section of each Wage type. The indicator must be "1", if we define this wage type as permissible. signifies that the wage type may not be entered. A blank

121

Wage Type Code 6CFE 6BLC 6LOC

Wage Type long text Consultancy Fee Barmer Loc Allow. Location allowance

Start date 01.01.1900 01.01.1900 01.01.1900

End date 31.12.9999 31.12.9999 31.12.9999

Check Wage Type Characteristics


The Wagetype characteristics describe how the wagetype should behave while entering in Infotypes. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Wage Types Check wage type CatalogCheck wage type characteristics

Description and Configuration Values Wagetype Characteristics determine the following based on the entries made: Whether the wagetype is a payment wagetype or deduction wagetype The Unit of the wage type Indirect valuation

122

123

Valuation of Wagetypes
After we configure the wagetype characteristics, for each wagetype, defined the indirect valuation in the step "Check wage type characteristics". Depending on which module we use for indirect valuation (Module name), we need to define additional procedures to ensure that indirect valuation functions correctly.
IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Basic Pay Wage Types Define valuation of base wage types

Description and Configuration Values The following table shows the details of valuation base
Valuated Wage Type Wage Type long text HRA Differential Deputation / secondment Alw Deputation / secondment Alw Deputation / secondment Alw Deputation / secondment Alw Deputation / secondment Alw Deputation / secondment Alw Deputation / secondment Alw Base Wage Type 1BAS Wage Type long text

Module

No

Start Date

End Date

Percent

PRZNT

1CLA

01.01.1900

31.12.9999

Basic Salary

40

PRZNT

1DSA

01.01.1900

31.12.9999

1BAS

Basic Salary

20

PRZNT

1DSA

01.01.1900

31.12.9999

1HRA

House Rent Allowance

20

PRZNT

1DSA

01.01.1900

31.12.9999

1CON

Conveyance Allowance

20

PRZNT

1DSA

01.01.1900

31.12.9999

1OAL

Car (Allowance-PY)

20

PRZNT

1DSA

01.01.1900

31.12.9999

1ACT

Activity Allowance

20

PRZNT

1DSA

01.01.1900

31.12.9999

1HDA

Hard Duty Allw

20

PRZNT

1DSA

01.01.1900

31.12.9999

1CLA

HRA Differential

20

124

Module

Valuated Wage Type

Wage Type long text Deputation / secondment Alw House Rent Allowance Special AllwSuperanuatin Temporary Assignment Allw Temporary Assignment Allw Temporary Assignment Allw Temporary Assignment Allw Temporary Assignment Allw Temporary Assignment Allw Temporary Assignment Allw Temporary Assignment Allw

No

Start Date

End Date

Base Wage Type

Wage Type long text

Percent

PRZNT

1DSA

01.01.1900

31.12.9999

1SPA

Special Allowance

20

PRZNT

1HRA

01.01.1900

31.12.9999

1BAS

Basic Salary

40

PRZNT

1SAS

01.01.1900

31.12.9999

1BAS

Basic Salary

15

PRZNT

1TAA

01.01.1900

31.12.9999

1BAS

Basic Salary

20

PRZNT

1TAA

01.01.1900

31.12.9999

1HRA

House Rent Allowance

20

PRZNT

1TAA

01.01.1900

31.12.9999

1CON

Conveyance Allowance

20

PRZNT

1TAA

01.01.1900

31.12.9999

1OAL

Car (Allowance-PY)

20

PRZNT

1TAA

01.01.1900

31.12.9999

1ACT

Activity Allowance

20

PRZNT

1TAA

01.01.1900

31.12.9999

1HDA

Hard Duty Allw

20

PRZNT

1TAA

01.01.1900

31.12.9999

1CLA

HRA Differential

20

PRZNT

1TAA

01.01.1900

31.12.9999

1SPA

Special Allowance

20

Wagetypes for Infotype 0014


Create/Copy Wagetypes
In the Recurring Payments/Deductions infotype (0014), we can enter an amount and/or a value and a unit of measurement for a wage type that is always paid or deducted during payroll accounting. Recurring payments/deductions are wage elements that are not paid / deducted in every payroll period. In contrast to additional payments, recurring payments/deductions are paid or deducted with a defined periodicity.

125

IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Recurring payments and deductions Wage Types Create wage type catalog

Description and Configuration Values

All deduction wage types and Recurring payments (Excluding Statutory) designed for Cairn Energy is listed in the table.
Original Wage Type 6CRD 6DED 6LUN 6ORV 6PMR 6REA 6TAR 6TDS Wage Type long text Credit Card Recovery Other Deductions - Cons Lunch Recovery Other Recovery Perl Mobile Recovery Relocation Allowance Trvl Adv Recovery - Cons Tax deduction

Starting Date 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

End Date
31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Permissibility of Wage Types for Infotype 0014


We can define the date on which wage types may be entered in Infotype 0014. For example the "Special bonus" wage type may only be entered up to 12/31/1995.

\IMG Menu Path

126

SAP R/3 Role Menu Transaction Code

Check Wage type catalog SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Recurring payments and deductions Wage Types Check Wage type catalogCheck entry permissibility per Infotype

IMG Menu

Description and Configuration Values To perform this step we have to have set up the wage type catalog and have decided which wage types can be entered in which infotype. The details of the Wagetypes validity have been shown in the following table Wage Type 6CRD 6DED 6LUN 6ORV 6PMR 6REA 6TAR 6TDS Wage Type long text Credit Card Recovery Other Deductions - Cons Lunch Recovery Other Recovery Perl Mobile Recovery Relocation Allowance Trvl Adv Recovery - Cons Tax deduction Start Date 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 End Date 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 X Once x x X X X X x Several Times

127

IT 0014 Screen:

Wage types for Infotype 0015


Create / Copy Wage Types
By specifying a wage type in the Additional Payments (0015) infotype, we can store an amount and/or a value and a unit of measurement that should be paid or deducted in a certain period by Payroll. Additional payments are wage elements which are not paid or deducted in every payroll period in contrast to recurring payments and deductions which are paid or deducted within a defined periodicity. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Additional Payments Wage Types Create Wage type catalog

Description and Configuration Values All the additional payment Wagetypes designed for Cairn Energy Payroll Process are listed in following table.

128

Original Wage Type 6AOI 6CLU 6COM 6DIS 6IMB 6JOB 6NTP 6OER 6OMH 6PEI 6REA 6REB 6TPR

Wage Type long text Other Allowances Club Membership Compensatory Allow Disturbance Allowance Impact Bonus Joining Bonus Other-Non Taxable Other Earnings Mobile Handset Allow Performance Incentive Relocation Allowance Referral Bonus Telephone reimbursement

Starting Date
01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998 01.01.1998

End Date
31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Permissibility of Wage Types for Infotype 0015


IMG Menu Path

SAP R/3 Role Menu Transaction Code

Check Wage Type Catalog SPRO Implementation Guide for R/3 Customizing (IMG) Personnel Management Personnel Administration Payroll Data Additional Payments Wage Types Check Wage type catalog Check entry permissibility for Additional payments

IMG Menu

Description and Configuration Values To perform this step we have to set up the wage type catalog and have decided which wage types can be entered in which infotype. The details of the Wagetypes validity and permissibility of Wagetypes have been shown in the following table:

129

Wage Type 6AOI 6CLU 6COM 6DIS 6IMB 6JOB 6NTP 6OER 6OMH 6PEI 6REA 6REB 6TPR

Wage Type long text Other Allowances Club Membership Compensatory Allow Disturbance Allowance Impact Bonus Joining Bonus Other-Non Taxable Other Earnings Mobile Handset Allow Performance Incentive Relocation Allowance Referral Bonus Telephone reimbursement

Start Date 01.01.1900 01.01.1998 01.01.1998 01.01.1900 01.01.1998 01.01.1900 01.01.1998 01.01.1900 01.01.1998 01.01.1900 01.01.1900 01.01.1998 01.01.1998

End Date 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

Once x x x x x x x x x x x x

Several Times

IT 0015-Screen:

130

Payscale groupings for allowances:


In this activity, we define pay scale groupings for allowances to differentiate between employee groups. These groupings determine which benefits apply to a particular group of employees. To enable this:
1. Identify the different benefits each person is entitled too 2. Create groupings for each category, and assign the privileges IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Pay Scale Groupings SPRO Implementation Guide for R/3 Customizing (IMG) Payroll: India Pay scale groupingsDefine pay scale groupings for allowances

Description and Configuration Values Pay scale grouping for allowances has been configured as shown in the following table, after analysing the different set of requirements Region Wise / Location Wise & Grade Wise.

Assign Pay Scale Groupings for Allowances


The defined Payscale groupings are to be assigned to the following parameters. These parameters configuration is mandatory before configuring the Allowance groupings.
Pay Scale Area Pay Scale Type Pay Scale Group

131

Pay Scale Level and Employee Sub Grouping for Collective Agreement Provision (ESG for CAP)

IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Pay Scale Groupings SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: IndiaPay scale groupingsAssign pay scale groupings for allowances

Description and Configuration Values Payscale Area 25 25 25 Payscale Type 25 25 25 ESG/CAP 3 3 3 Payscale Group CS CS CS Payscale Level 01 01 01 Allowance Grouping CS01 CS01 CS01

Maintain Default Wage Types for Basic Pay


In this step, we can set up default wage types based on the internal company structure for the Basic Pay Infotype (0008) using the feature Planned remuneration specification (LGMST) defined in the next step. When we create a record in Basic pay Infotype, certain wage types will be defaulted based on the Payscale group and Level assigned to the particular employee. IMG Menu Path

132

SAP R/3 Role Menu Transaction Code IMG Menu

Pay Scale Groupings SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Reimbursement Allowances and Perks Maintain Default Wagetypes for BasicPay

Description and Configuration Values Wage Type Model CS01 CS01 Wage Type Seq. No Start Date End Date Mode Wage Type Long Text 1 2 01.01.1900 01.01.1900 31.12.9999 31.12.9999 O O 6CFE 6LOC Consultancy Fee Location allowance

Assign Wage type Model for Pay Scale Grouping For Allowances
The Wage Type Models is assigned to each Pay scale grouping for allowances that was created. The Wage Type Model will indicate which benefits would apply to or what amounts will be deducted from a particular Pay Scale Grouping for Allowance. Wage type Models are a set of 'Wage Types' used by SAP. These Wage types can be an amount or a deduction.
IMG Menu Path

133

SAP R/3 Role Menu Transaction Code IMG Menu

Reimbursements, Allowances and Perks SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Reimbursements, Allowances and Perks Assign Wage Type Model for Pay Scale Grouping for Allowances

Description and Configuration Values

The Wage type Models must be prefixed with '20/' to indicate that, a maximum of 20 wage types can be stored in a particular Wage types model.
Allowance Grouping CS01 Wage Type Model 20/CS01

Eligibility for RAPs


In this step, we set up the eligibility details to calculate the employee's Reimbursement, Allowance or Perk (RAP). We associate the eligibility criteria for a salary bracket to a Wage type and specify the type of allowance. These Wage types are read by the Basic Pay Infotype (0008) and processed as per the criteria applicable for the employee's 'Pay Scale Grouping for Allowances'. IMG Menu Path SAP R/3 Role Menu Transaction Code Reimbursements, Allowances and Perks SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: IMG Menu IndiaReimbursements, Allowances and Perks Calculate Eligibility for RAPs

134

Description and Configuration Values The following Allowance groupings contain the Wage types and the eligibility which are configured in the Table V_T7INA9. The configuration details can be accessed in the details section of each Allowance grouping. Allowance Grouping CS01 Start Date 01.01.1900 End Date 31.12.9999

In this activity, we assign the salary year or calendar type and period end treatment for a particular reimbursement. The Tax Code field defined in T7INT9 and eligibility amounts for pay scale grouping for allowances in T7INA9 determines the Tax exemption process, while processing the LTA claim submitted by the employee. Based on the Period end treatment configured here, the claim can be a carry forward of balance or disbursement of balance which is paid and accordingly taxed.
IMG Menu Path

Maintain Salary Year and Period End Treatment of RAP

SAP R/3 Role Menu Transaction Code IMG Menu

Leave Travel Assistance SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Reimbursements, Allowances and perks Claims Maintain Salary Year and Period end treatment

Description and Configuration Values The following table shows the allowance grouping wise LTA details like Tax code, carry forward and the calendar type assigned to LTA claim.

135

Allowance Grouping 000N 000R 001N 001R 1A1N 1A1R

Tax code SLTA SLTA SLTA SLTA SLTA SLTA

Cal Type C C C C C C

C/F Period 1 1 1 1 1 1

Pay& Tax Wagetype

COMPANY LOANS
We make the settings in this section that are required to enter data on employer loans and to enable you to process loans.

Activate Calculation
In this step, we specify whether the data that has been stored in the Loans Infotype (0045) is to be processed in Monthly Payroll. In the standard system, loan processing is active, which means that loans are processed in Payroll. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Company Loans SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Company Loans Activate calculation

Adjust Value Date


We have to adapt the value date for payroll to the payment date for the payroll areas. In an enterprise, payroll is performed for salaried employees at the start of the month using payroll area. In this case, the repayment installment should reduce the interest-yielding capital on the first of every month. Payments and special payments made via payroll should also be made at the start of the month. IMG Menu Path

136

SAP R/3 Role Menu Transaction Code IMG Menu

Company Loans

SPRO
Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: IndiaCompany LoansAdjust Value Date

Description and Configuration Values The following table shows the details of Payroll and Loan adjustment value period; Payroll Area Payroll Area Text Start Date End Date Value date

25

Payroll Area Cairn - Nationals

01.01.1900

31.12.9999

Start of the Period

Master Data
The settings for master data editing in the Loans infotype (0045) are maintained in this section:

Maintain Loan Types


Employees in the enterprise have the option of taking out different kinds of Loans. Loans can an be loans with constant repayment (installment loans) and loans with a constant total made up of repayment and interest payment (annuity loans). IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Company Loans SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Company Loans Masterdata Maintain Loan Types

Description and Configuration Values The following are the Loan Types configured for Cairn Energys Payroll system after analyzing company loans requirements: Loan Sub Type 9000 9001 9002 Name of the Loan Short term Loan > Rs.20,000 Short term Loan < Rs.20,000 Gurgaon Loan

137

The details section of each Loan Type allows us to configuration the following: The Debit Interest Rate The Reference Interest Rate (The difference between the company interest rate and the market interest rate) Interest Advantage calculation Interest Calculation method Interest cycle

HOUSING
Define Accommodation Types
The code for Housing type is defined here and then associated with a taxability code. The taxability code can be one which has been pre-defined. The wage type corresponding to the Housing type is maintained in table V_T7INA9 against each Allowance grouping. The tax code assigned to Housing wagetype establishes the calculation process of Housing exemption or Housing perquisite during monthly Payroll Run.
IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Housing SPRO
Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Housing Define Accommodation Types

Description and Configuration Values The configured Housing Types are available in Infotype HRA/CLA/COA (0581).

Following pre-configured codes for Housing Type have been configured.


HRA Type 1 4 5 6 Tax Code SHRA SHRA SCLA SCOA Rent Mandatory Hidden Mandatory Non-mandatory City Category Non-mandatory Hidden Hidden Mandatory Text Rented Accom. Own Accom. Company Leased Company Owned

138

Based on the chosen code for housing type in Infotype 0581, wage type default or substitution will happen in Infotype 0008.

CAR AND CONVEYANCE


Define Conveyance Types

We define the conveyance types required for an organization after analyzing the requirements on Conveyance / Car eligibility, Allowance groupings and Tax computations. Based on the chosen code for Conveyance type in Info type Car and Conveyance (0583), the wagetype placement or substitution will take place in Infotype Basicpay (0008). The tax codes for conveyance type will be associated with the exemptions and perquisite calculations during monthly Payroll Run.
IMG Menu Path

SAP R/3 Role Menu Transaction Code

Wage Types SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Car & Conveyance Define Conveyance types

IMG Menu

Description and Configuration Values

Following pre-configured codes for Conveyance type have been provided to Cairn Energy Payroll System. They are:
Car & Conveyance Type 6 7 8 Text Conveyance Allowance Car Running Expenses(FI) Other Allowance (PY)

Define Amounts & Numbers for Car Schemes


In this activity, we maintain details about the employees entitlement to a company-owned car. For each allowance group, we define the total value of the car and the number of cars, employees in the group is entitled to.
IMG Menu Path

139

SAP R/3 Role Menu Transaction Code

Car and Conveyance SPRO


Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Car & Conveyance Define Amounts & Numbers for Car Schemes

IMG Menu

Description and Configuration Values

The following table shows the allowance grouping wise car scheme eligibility details:
Allowance Grouping 2A1N 2A1N 2A1R 2A1R 2A2N 2A2N 2A2R 2A2R 2A3N 2A3N 2A3R 2A3R 2B1N 2B1N 2B1R 2B1R 2B2N 2B2N 2B2R 2B2R Car Scheme 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 No. of Cars 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 Amount Limit 150,000.00 150,000.00 160,000.00 160,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 Currency INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR From 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

140

Allowance Grouping

Car Scheme

No. of Cars

Amount Limit

Currency

From

To

2B3N 2B3N 2B3R 2B3R 2B4N 2B4N 2B4R 2B4R 2B5N 2B5N 2B5R 2B5R 2B6N 2B6N 2B6R 2B6R 2C1N 2C1N 2C1R 2C1R 2C2N 2C2N 2C2R 2C2R 2C3N

7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2

160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 160,000.00

INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR

01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999

31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

141

Allowance Grouping 2C3N 2C3R 2C3R 2C4N 2C4N 2C4R 2C4R 2C5N 2C5N 2C5R 2C5R 2C6N 2C6N 2C6R 2C6R 2C7N 2C7N 2C7R 2C7R 3A1N 3A1N 3A1R 3A1R 3B1N 3B1N 3B1R

Car Scheme 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7

No. of Cars 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2

Amount Limit 160,000.00 150,000.00 150,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 160,000.00 150,000.00 150,000.00 160,000.00 160,000.00 150,000.00

Currency INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR

From 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

142

Allowance Grouping 3B1R 3C1N 3C1N 3C1R 3C1R

Car Scheme 8 7 8 7 8

No. of Cars 2 2 2 2 2

Amount Limit 150,000.00 160,000.00 160,000.00 150,000.00 150,000.00

Currency INR INR INR INR INR

From 01.01.1999 01.01.1999 01.01.1999 01.01.1999 01.01.1999

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

We assign Wage type and conveyance type that will be used to calculate the eligibility amounts for Conveyance Allowance. These inputs are used to calculate the eligible amounts payable to employees who belong to the respective allowance grouping.
IMG Menu Path

Eligibility Criteria for Conveyance Allowance

SAP R/3 Role Menu Transaction Code IMG Menu

Car and Conveyance SPRO


Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Car & Conveyance Assign Eligibility Criteria for Conveyance Allowance

Description and Configuration Values

The eligibility amounts for Conveyance Allowance have been configured for each Allowance Grouping as shown in the following table.
Allowance Grouping 000N 000R 001N 001R 1A1N 1A1R 1A2N Car & Conveyance Type 6 6 6 6 6 6 6 Wage Type 1CON 1CON 1CON 1CON 1CON 1CON 1CON From 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

143

Allowance Grouping 1A2R 1A3N 1A3R 1A4N 1A4R 1A5N 1A5R 1A6N 1A6R 1A7N 1A7R 1A8N 1A8R 1B1N 1B1R 1B2N 1B2R 1B3N 1B3R 1B4N 1B4R 1B5N 1B5R 1B6N 1B6R 1B7N

Car & Conveyance Type 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6

Wage Type 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON

From 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

144

Allowance Grouping 1B7R 1B8N 1B8R 1B9N 1B9R 1C1N 1C1R 1C2N 1C2R 1C3N 1C3R 1C4N 1C4R 2A1N 2A1N 2A1R 2A1R 2A2N 2A2N 2A2R 2A2R 2A3N 2A3N 2A3R 2A3R 2B1N

Car & Conveyance Type 6 6 6 6 6 6 6 6 6 6 6 6 6 7 8 7 8 7 8 7 8 7 8 7 8 7

Wage Type 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 1CON 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL

From 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

145

Allowance Grouping 2B1N 2B1R 2B1R 2B2N 2B2N 2B2R 2B2R 2B3N 2B3N 2B3R 2B3R 2B4N 2B4N 2B4R 2B4R 2B5N 2B5N 2B5R 2B5R 2B6N 2B6N 2B6R 2B6R 2C1N 2C1N 2C1R

Car & Conveyance Type 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7

Wage Type 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL

From 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

146

Allowance Grouping 2C1R 2C2N 2C2N 2C2R 2C2R 2C3N 2C3N 2C3R 2C3R 2C4N 2C4N 2C4R 2C4R 2C5N 2C5N 2C5R 2C5R 2C6N 2C6N 2C6R 2C6R 2C7N 2C7N 2C7R 2C7R 3A1N

Car & Conveyance Type 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7 8 7

Wage Type 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL

From 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

147

Allowance Grouping 3A1N 3A1R 3A1R 3B1N 3B1N 3B1R 3B1R 3C1N 3C1N 3C1R 3C1R

Car & Conveyance Type 8 7 8 7 8 7 8 7 8 7 8

Wage Type 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL 2OAL 1OAL

From 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900 01.01.1900

To 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999 31.12.9999

PROFESSIONAL TAX
The personnel area and sub area groupings for Professional Tax (PTax), which are used to group all personnel areas, and sub areas that contribute to the same professional tax circle (or) Region.
IMG Menu Path

Define Professional Tax Grouping Details

SAP R/3 Role Menu Transaction Code IMG Menu

Professional Tax SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: IndiaProfessional TaxDefine Professional Tax Grouping Details

The following table provides the details of Professional Tax Regions and the circles configured for Cairn Energy.
PT Grp. PT Grp destination Regi on Zone no. Regn. Division Cert. No. RGCRT0 412 RGCRT0 709 Office Circle name EAST VIJAYAWA DA CHENNAI CENTRAL Ptax Circle no.

End date

Start date

Vijay Wada Region Chennai Corporation

35903

31.12.9999

01.01.1800

22

ZN65

D002

79894

31.12.9999

01.01.1800

148

Assign PTax Groupings for PA and PSA


Professional tax groupings created in the previous step are assigned to personnel areas and Subareas. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Professional Tax SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Professional Tax Assign PTax Groupings for Personnel Areas and Subareas

Description and Configuration Values The Personnel Area and Personnel Sub Area are grouped as mentioned in the following table with respect to Professional Tax: Personnel Area 1 1 1 1 1 1 1 1 1 3 Personnel Area Text Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn India Cairn Bangladesh Personnel Subarea 1 2 3 4 5 6 7 8 9 1 Personnel Subarea Text Gurgaon S`yanam Rajahmundry Kakinada Barmer Jodhpur Patna Suvali Chennai Cairn Bangladesh PS grp. for Ptax 0 1 1 1 0 0 0 2 7 0

Professional Tax (PTax) rate is assigned to a slab code. Slabs are salary brackets as specified for a State by the respective State Government or local authority. To assign rates to slab codes for a state, for example Gujarat, we must first define the slab code and then assign serial numbers, maximum limits and the rates.
IMG Menu Path

Assign Amounts for Professional Deduction

149

SAP R/3 Role Menu Transaction Code IMG Menu

Professional Tax SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Professional Tax Assign Amounts for Professional Tax Deduction

Description and Configuration Values The following table shows the details of Professional tax slab codes and the deductible amounts for each slab.
Professional Slab Code Sr. No Range End Tax amount AP01 AP01 AP01 AP01 AP01 AP01 AP01 AP01 AP01 AP01 TN01 TN01 TN01 TN01 TN01 TN01 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 1,499.99 1,999.99 2,999.99 3,999.99 4,999.99 5,999.99 9,999.99 14,999.99 19,999.99 9,999,999.99 21,000.99 30,000.99 45,000.99 60,000.99 75,000.99 9,999,999.99 75.00 188.00 390.00 585.00 810.00 16.00 25.00 35.00 45.00 60.00 80.00 100.00 150.00 200.00 INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR Currency

Method and Form Layout for PTax Groupings

150

In this activity, we assign the calculation method used for a slab code in a region and specify the layout of the form to be submitted, to the statutory Authorities. The form layout and the method used for calculation, refer to a time dependent entry in the HR Subroutines table. Professional Tax deduction amount will be arrived in the Payroll Run, based on the employee assignment to Personnel Subarea and the slab code / Region code assigned to the Personnel Subarea.
IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Professional Tax SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Professional Tax Maintain Method and Form Layout for Professional Tax Groupings

Description and Configuration Values

The following table shows the details of Professional assigned to the regions Andhra Pradesh and Tamil Nadu.
Slab code Form Layout Basis Type Type of Carry Forward Gross Carry forward Gross Carry forward

Tax

slab

codes

Region

Method

Start date

End date

01

AP01

40PTXCAP

40PTXFAP

Due Basis

01.01.1998

31.12.9999

22

TN01

40PTXCTN

40PTXFTN

Due Basis

01.01.1998

31.12.9999

INCOME TAX
Basic Settings
Personnel Area and Subarea Groupings for Income Tax

We have to create the personnel area and sub area groupings for tax, to group employees, who belong to the same tax office circle. In the next step we assign the groupings to the relevant personnel areas and sub areas. IMG Menu Path

151

SAP R/3 Role Menu Transaction Code IMG Menu

Professional Tax SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: IndiaTax Basic Settings Define Personnel Area and Subarea Groupings

Description and Configuration Values

The following table shows the details of Personnel Subarea groupings for Income Tax.
Tax Group 1 2 TDS circle ACIT TDS CIRCLE I ACIT TDS CIRCLE I Ward No SALARY WARD 3(1) SALARY WARD 3(1) Payee Key INPAY01 INPAY01

Assign Tax Groupings for Personnel Areas and Sub areas


In this step we assign the groupings defined in the above step to the relevant personnel areas and sub areas IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Settings SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Tax Basic settings Assign Tax Groupings for Personnel Areas and Subareas

Description and Configuration Values

The professional tax groupings created in the previous step are assigned to personnel areas and sub areas.
Personnel Area 1 1 1 1 1 Personnel Subarea 1 2 3 4 5 Personnel Subarea Text Gurgaon S`yanam Rajahmundry Kakinada Barmer

Personnel Area Text Cairn India Cairn India Cairn India Cairn India Cairn India

PS grp Tax 1 1 1 1 1

152

1 1 1 1 3

Cairn India Cairn India Cairn India Cairn India Cairn Bangladesh

6 7 8 9 1

Jodhpur Patna Suvali Chennai Cairn Bangladesh

1 1 1 1 1

Maintain Feature to Return Employer Income Tax Related Data


In this feature, we set up the criteria to return the following information about the employer based on the company code: Employer Classification Code Employer Permanent Account Number (PAN) Employer Tax Account Number (TAN)

Employer GIR Number These values are required for the purpose of reporting. This feature returns a table with the above information as records. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Settings SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Tax Basic settings Maintain Feature to Return Employer Income Tax Related Data

Third party Deductions

Details of Section 80 and Section 80 C

Contributions or investments made under Section 80 and Section 80 C are considered as deductions from Gross Total Income (GTI) as per the limits specified by Central Government. By assigning a wage type, we ensure that the annual value of the wage type along with the entries made in Section 80 Deductions, Infotype (0585) and Section 80 C Deductions, Infotype (0586) becomes eligible for deduction from GTI for the specified sub-section / division combination. More than one wage type can be associated with same sub-section / division combination using the sequence field.
IMG Menu Path

153

SAP R/3 Role Menu Transaction Code IMG Menu

Third Party Deductions SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Tax Third Party Deductions Configure Wage types for Section 80 and Section 80 C

Description and Configuration Values

The following are the table entries. These are SAP Standard entries.
Sub section 1 2 2 2 3 4 5 5 6 7 7 8 9 10 10 12 13 14 Division 1 1 1 2 1 1 1 2 1 1 2 1 1 1 2 1 1 1 Medical Treatment Medical Trtmnt for Senr Citizen Repayment of Interest on Loan for Higher Education Donation to CRY Donation to PM's Relief Fund Deduction in respect of rent paid Donation for Scientific/Rural Devlpmnt Interest on Certain Securities/Dividends Interest on Certain Securities/Dividends (incl Govt Securities) Prof Income from Foreign Sources Remuntn recvd for services rendrd abrd Deduction for self disability 1 Sequence Division Description Contribution to Certain Pension Funds Medical Insr Premium (Non-Senior Ctz) Medical Insr Premium (Non-Senior Ctz) Medical Insr Premium (Senior Citizen) Deduction for dependent with disability Wage Type

154

Details of Section 80C


Contributions or investments made under Section 88 are considered as rebates from the total tax payable by the employee. By assigning a wage type, we ensure that the annual value of the wage type along with the entries made in Section 88 Deductions infotype (0586) becomes eligible for rebate from tax payable otherwise for the specified investment. More than one wage type can be associated with the same investment type by using the sequence number field. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Third Party Deductions SPRO Implementation Guide for R/3 Customizing (IMG) Payroll: India Tax Third Party Deductions Configure Wage types for Section 88

Description and Configuration Values Investment 1 2 3 4 5 Investment Text Payment towards Life Insurance Policy Contribution to Superannuation Fund Subscription to notified Central Government security (NSS) Contribution to ULIP Subscription to approved equity shares or debentures (Infrastructure) Subscription to approved mutual fund (Infrastructure) Contribution to Public Provident Fund Contribution to Recognised Provident Fund Deposit under Post Office Savings Bank(Cumulative Time Deposits) Rule1959 Subscr to notified Central Govmt Savings certificate (NSC VIII issue) Contribution to notified unit linked insurance plan of LIC Mutual Fund Sequence Wage Type

6 7 8 9

11

12

155

Investment 13 14 16 17 18 19 20

Investment Text Contribution to provident fund as per PF Act,1925 Repayment of Housing loan Interest on NSC VIII issue Contribution to notified annuity plan of LIC Subscription to notified mutual fund Subscription to notified pension fund Subscription to notified deposit scheme of the National Housing Bank Subsr to dpst schm of a pblc sectr com or any constituted athry in house constrc Contract for a deferred annuity on life of specified persons Deduction from salary for a deferred annuity

Sequence

Wage Type

21

22 23

Tax liability on Reimbursements, Allowances and Perks


Define Tax Codes
In this activity we define Tax Codes and describe them briefly.
IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Tax Liability on Reimbursements, Allowances and Perks SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Tax Tax Liability on Reimbursements, Allowances and Perks Define Tax Codes

Description and Configuration Values The following tax codes are in the system:
Tax Code SAGA SBON SCAR SCEA Tax Code description Taxation as per gratuity act Income Tax Deduction at Source for Bonus Car maintenance Reimbursement 1 Children Education Allowance

156

SCLA SCNE SCNO SCNV SCOA

Company Leased Accomodation Conveyance Act Expenditure Conveyance Act Expenditure OTHERS Conveyance Allowance Company Owned Accomodation

Assign tax Code limits to Wage Types


We assign the tax code limits, wage types and other criteria to a tax code. This value is taken into account when calculating the employees tax liabilities on certain benefits. IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Tax Liability on Reimbursements, Allowances and Perks SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Tax Tax Liability on Reimbursements, Allowances and Perks Assign Tax Code Limits to Wage Types

Description and Configuration Values In this activity, we assign the tax code limits, wage types and other criteria to a tax code as shown in the following table. This value is taken into account when calculating the employees tax liabilities on certain benefits. Example Similarly, employees who claim exemption on Medical allowance (Tax code SMED) benefit from tax exemption of up to a maximum of Rs.15, 000. These tax limits or rates and other details are used for verification during a payroll run, to calculate Tax Exemptions.
Wage Type Tax type Frequency Exemption Limit Tax Code Currency Start To

1CLA

Tax exemption is Rule Based Tax exemption is Limit Based Tax exemption is Rule Based Tax exemption Limit for Tax Exemption is Limit for Tax Exemption is Monthly

SCLA

INR

01.01.1999

31.12.9999

1CON

800

SCNV

INR

01.01.1999

31.12.9999

1HRA 1LEN

0 240,000.00

SHRA SLEA

INR INR

01.01.1999 01.01.1999

31.12.9999 31.12.9999

157

is Limit Based Tax exemption is Rule Based Tax exemption is Limit Based

Annual

1LTA

0 Limit for Tax Exemption is Monthly Limit for Tax Exemption is Monthly Limit for Tax Exemption is Annual Limit for Tax Exemption is Annual Limit for Tax Exemption is Annual

SLTA

INR

01.01.1999

31.12.9999

1OAL

SEXM

INR

01.01.1999

31.12.9999

2OAL

Tax exemption is Limit Based

SEXM

INR

01.01.1999

31.12.9999

3MER

Tax exemption is Limit Based

SLEA

INR

01.01.1999

31.12.9999

3TPR

Tax exemption is Limit Based

SLEA

INR

01.01.1999

31.12.9999

4OAL

Tax exemption is Limit Based

SLEA

INR

01.01.1999

31.12.9999

PAYROLL SCHEMA AND PERSONNEL CALCULATION RULES


The payroll schema contains calculation rules to be used by the payroll driver during payroll. SAP has developed country-specific schemas. A schema consists of Personnel Calculation Rules, Operations and Functions. A schema performs the following:
Imports required Infotypes Updates the databases Gross calculation of pay Processes basic data and time data Reads payroll account of the last period accounted Processes time data and calculates the individual gross values Performs factoring Net calculation of pay

Payroll Schema

IMG Menu Path or Transaction code

SAP R/3 Role Menu Transaction Code

Payroll Schema and Personnel Calculation Rules PE01 158

Description and Configuration Values The following table shows the modified schema for Cairn Energy Payroll system:
Schema ZN00 Text of the Schema Payroll Schema_Cairn Energy_ Nationals

New requirement W.e.f. 01st Apr, 09 Requirement: In accordance with the provisions of Income Tax under u/s 10(14) read with rule 2BB, location allowance of an employee working at Barmer site is eligible for income tax exemption @ Rs. 1000 per month as Compensatory Modified Field Area Allowance. Solution: We planned to use INCTX function for this exemption. We have created one wage type 5LOC (Location allowance) from M200. Eligibility is getting varied from grade to grade for this allowance. (ExampleRs.5000 to 10000 per month). As per the requirement, we have to configure this wage type for exemption of Rs.1000 per month u/s 10. In V_T7INA9, we maintained this wage type and mentioned that it is Allowance. In V_T7INT9, we mapped the Standard Tax code SLOC to the wage type 1LOC and mentioned the frequency as Monthly & Exemption amount as Rs. 1000. In T591A, we have copied the standard subtype SEXM and named the subtype as SLOC Generic Tax exemption and in the T7INT7, the tax code as SLOC Generic Tax exemption. 5LOC Wage type is maintained in the Infotype 0008 & Exemption for the month April 09 in Infotype 0582 as Rs. 1100 against the subtype SLOC. We copied annual & monthly customer specific exemption wage types MCAX & MCMX and created as 1LAX & 1LMX. In Schema, it is maintained as INCTX SLOX 1LAX A 1LMX Since we maintained the maximum limit as Rs.1000 in V_T7INT9, System considers only Rs. 1000 but In 0582 Infotype, exemption amount entered for the month of April 09 is Rs.1100. In May 09, we entered Rs. 300, so the system automatically projects the value and display the annual exemption as Rs.4300.
Schema ZN00 Schema ZN00 is used for Cairn energy nation employees Payroll run.

159

Activate INCTX

160

Copy IN71 & Create ZN71

Modifications in ZN71 as per our requirements :

161

Copy wage type MCAX & MCMX and create wage type 1LAX & 1LMX

162

In Table : V_T7INA9

163

In Table : V_T7INT9

In Table : V_T7INT7

In Table : V_T591A

164

In Infotype 0582 : Subtype SLOC is maintained

1LOC Wage type maintained Infotype 0008

165

Result :

Exemption is displayed u/s 10

Tax Calculation : Income Std. dedn. 5120000 150000 4970000 10% 150000 4820000 20% 200000 4620000 30% 1386000 40000 15000

TDS 1441000

10% Sur 144100 1585100

Edu Cess 47553

Tot Tax 1632653

166

Income u/s 10 Exemp

5120000 12000 5108000

Std. dedn.

150000 4958000

10%

150000 4808000

15000

20%

200000 4608000

40000

30%

1382400

TDS 1437400

10% Sur 143740 1581140

Edu Cess 47434.2

Tot Tax 1628574

167

Last Month Exemption April 2009 Current Month Exemption May 2009 Projection ( Including Current Month ) Balance month including Current month

1000 300 11 3300

Total Exemption

4300

Tax Calculation : Income u/s 10 Exemp 5120000 4300 5115700 Std. dedn. 150000

168

4965700 10% 150000 4815700 20% 200000 4615700 30% 1384710 40000 15000

TDS 1439710

10% Sur 143971 1583681

Edu Cess 47510.43

Tot Tax 1631191

Personnel calculation Rules


Personnel Calculation Rule is an instruction to execute defined tasks in Time Management and Payroll. Personnel calculation rules consist of one or more operations. They have a decision tree structure. A personnel calculation rule may contain one or more sub areas. A personnel calculation rule is a type of work instruction that checks the existing conditions and executes individual actions. The country-specific payroll module by SAP takes the statutory and administrative regulations of a country into account and designs the Payroll schemas and Personnel calculation rules.
IMG Menu Path or Transaction code SAP R/3 Role Menu Transaction Code Payroll Schema and Personnel Calculation Rules PE02

Description and Configuration Values


Since each country payroll has a modular structure, we can use the Customizing functions/Rules to quickly modify the payroll procedure to meet the particular requirements of an enterprise.

On this way, we have designed the following customer specific Personnel Calculation rules to suit the requirements of the Payroll module of Cairn Energy:

169

Rule

Text of the Personnel Calculation Rule

ZEDL ZERC ZNRT ZNVT ZPER ZRET

HR-IN: Employer EDLI contrib. as 0.005% (0.01) and multiply by 1lakh HR-IN: Employer PF/Pen contributions 1lakh division HR-IN: Cumulate Payments for TDS in Regular Run HR-IN: Voluntary tax deduction HR-IN: Adding the Monthly Perk to Annual Perk HR-IN: PF and PT Retro Carry forward in case of Arrears

PCR ZEDL:

PCR: ZERC:

PCR: ZNRT:

170

PCR: ZNVT:

171

PCR: ZRET:

172

PAYROLL ORGANISATION
Period Parameters

In this step, the period parameters for payroll are defined. Period parameter is a two-digit numerical parameter that defines the time interval for running payroll.
IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Payroll Organization SPRO


Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Basic settings Payroll organization Define Period Parameters

Description and Configuration Values In Cairn Energy the Payroll run is Monthly Payroll run for all the employees. We have configured the Monthly Payroll to suit the requirement as shown in the following table Period Parameters 1 67 Name Monthly Monthly - IN Time Unit 1 1 Start Date 01.01.1990 01.04.1998

Date Modifiers
The data modifier is only a means of differentiation allowing defining different payment dates for various employee groups. Date Modifiers defined in this step are assigned to Payroll Areas. IMG Menu Path

173

SAP R/3 Role Menu Transaction Code IMG Menu

Payroll Organization SPRO


Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Basic settings Payroll organization Define Date modifiers

Description and Configuration Values The following date modifier has been configured for Cairn Energy Date Modifier 00 Name Standard Modifier

Generate Payroll Periods


The period for which payroll regularly runs. In an abstract sense, payroll period is the name given to the interval for which Payroll regularly runs, such as Weekly or monthly payroll periods.

For each period parameter that is assigned to a payroll area, the system requires the following date specifications:
Start date and end date of each payroll period (Ex: 01.04.2007 31.04.2007)

Payment date of each payroll period (Ex: Payment date for April 2007 is 30.04.2007) IMG Menu Path

SAP R/3 Role Menu Transaction Code IMG Menu

Basic Pay SPRO Implementation Guide for R/3 Customizing (IMG) Payroll Payroll: India Basic settingsPayroll organization Generate Payroll Periods

Description and Configuration Values We have generated the payroll periods for the period parameters i.e. MONTHLY for the years 2006 to 2010. The start and end dates of the periods should be the same as the start and end dates of the calendar months. The periods payment dates should be three days before the end of the period. The following table represents the Payroll Periods defined for Cairn Energys Payroll Nationals. Payroll year 2007 2007 Payroll Period 1 2 Start date 01.04.2007 01.05.2007 End date 30.04.2007 31.05.2007 Previous Payroll year 2006 2007 Previous Payroll Period 12 1

174

Payroll year 2007 2007 2007 2007 2007 2007 2007 2007 2007 2007 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2009 2009 2009 2009

Payroll Period 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4

Start date 01.06.2007 01.07.2007 01.08.2007 01.09.2007 01.10.2007 01.11.2007 01.12.2007 01.01.2008 01.02.2008 01.03.2008 01.04.2008 01.05.2008 01.06.2008 01.07.2008 01.08.2008 01.09.2008 01.10.2008 01.11.2008 01.12.2008 01.01.2009 01.02.2009 01.03.2009 01.04.2009 01.05.2009 01.06.2009 01.07.2009

End date 30.06.2007 31.07.2007 31.08.2007 30.09.2007 31.10.2007 30.11.2007 31.12.2007 31.01.2008 29.02.2008 31.03.2008 30.04.2008 31.05.2008 30.06.2008 31.07.2008 31.08.2008 30.09.2008 31.10.2008 30.11.2008 31.12.2008 31.01.2009 28.02.2009 31.03.2009 30.04.2009 31.05.2009 30.06.2009 31.07.2009

Previous Payroll year 2007 2007 2007 2007 2007 2007 2007 2007 2007 2007 2007 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2009 2009 2009

Previous Payroll Period 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3

175

Payroll year 2009 2009 2009 2009 2009 2009 2009 2009 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2011 2011 2011 2011 2011 2011

Payroll Period 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6

Start date 01.08.2009 01.09.2009 01.10.2009 01.11.2009 01.12.2009 01.01.2010 01.02.2010 01.03.2010 01.04.2010 01.05.2010 01.06.2010 01.07.2010 01.08.2010 01.09.2010 01.10.2010 01.11.2010 01.12.2010 01.01.2011 01.02.2011 01.03.2011 01.04.2011 01.05.2011 01.06.2011 01.07.2011 01.08.2011 01.09.2011

End date 31.08.2009 30.09.2009 31.10.2009 30.11.2009 31.12.2009 31.01.2010 28.02.2010 31.03.2010 30.04.2010 31.05.2010 30.06.2010 31.07.2010 31.08.2010 30.09.2010 31.10.2010 30.11.2010 31.12.2010 31.01.2011 28.02.2011 31.03.2011 30.04.2011 31.05.2011 30.06.2011 31.07.2011 31.08.2011 30.09.2011

Previous Payroll year 2009 2009 2009 2009 2009 2009 2009 2009 2009 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2011 2011 2011 2011 2011

Previous Payroll Period 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5

176

Payroll year 2011 2011 2011

Payroll Period 7 8 9

Start date 01.10.2011 01.11.2011 01.12.2011

End date 31.10.2011 30.11.2011 31.12.2011

Previous Payroll year 2011 2011 2011

Previous Payroll Period 6 7 8

ABAP DEVELOPMENTS
Sl. No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Description Car running Expenses Monthly Report Car running Expenses Period end treatment Report Telephone reimbursement Period end process Report Telephone reimbursement Display claim details Report Telephone reimbursement Outstanding balance Report Medical Reimbursement Period end process Report Medical Reimbursement claim display details Report Medical Reimbursement Outstanding balance Report FHPL Monthly Report Leave encashment details Report(Display mode only) Coff encashment details Report(Display mode only) N/F Holidays History of Employee Report Pay register Report Generation of Allow. in lieu of Superannuation report Updation of data table (ZPY_SUPER_ANNU) Generation of Monthly Superannuation report Standard Vs Actual Reconciliation Allowance in lieu of superannuation automatic updation IT0008 Full & Final settlement Infotype updation Report Transaction Code ZPY007 ZPY008 ZPY004 ZPY004_Disp ZPY001_Outstan ding ZPY017 ZPY017_Disp ZPY018 ZPY005 Zpy014 Zpy015 ZPY010_D ZPY019 ZPY009 ZPY009 ZPY012 ZPY021 ZPY026 ZPY020

177

20 21 22 23 24 25 26 27 28 29 30 31 32

Salary Transfer Mode wise Reconciliation of Salary Disbursement Monthly Report Income Tax computation Statement Full & Final settlement Final Report Telephone Reimbursement Claim creating process Car running Expenses Claim Creation Process Salary Advance Medical Reimbursement Claim creating process Medical Reimbursement claim approval by CMO FHPL Claim creating process FHPL Claim approval by CMO LTA application process National/Festival holidays Pay application process

ZPY016 ZPY013 ZPY024 ZPY023 ZPY001 ZPY002 ZPY003 ZHR007 ZHR007 ZHR007 ZHR007 ZLTACF ZPY010

Processing Classes:

178

179

180

181

182

183

184

185

186

187

188

189

190

Cumulation Classes: 1. Total gross amount 10. Net payments/Deductions 11. EPF Basis 12. ESI Basis 13. ESI Basis Nominal 14. HRA Basis 15. COA/CLA Basis 16. Gratuity Basis 17. Super anuation basis 18. Ptax Basis 19. Ptax basis Nominal 28. Leave Encashment basis 32. Monthly Exceptions 33. Annual Exceptions 39. VPF basis 40. LWF basis Evaluation Classes:

<DS:HRDS.DSYSLO_ECDPRCV_059AAAAAAAAAAAAAAAAA99_3VVV>Specification 059

191

PA30- Master Data:

IT-0000-Actions:

192

IT-0001- Organizational Assignment

IT-0002- Personal Data:

193

IT-0003- Payroll Status:

IT-0006- Address:

194

IT-0007- Planned Working Time:

IT-0008-Basic pay:

195

IT-0009-Bank Details:

IT-0014- Recurring payments/ Deductions:

196

IT-0015 Additional Payments:

IT-0016- Contract elements:

197

IT-0019 Monitoring of Tasks:

198

IT-0021 Family Members/Dependence:

IT-0022 Education:

199

IT-0023 Other/ Previous Employers:

IT-0031 Reference Personal Numbers: 200

IT-0045- Loans:

IT-0050 Time Recording Info: 201

IT-0105- Communication:

IT-0185 Personal IDs: 202

IT-0580- Previous Employment Tax Details:

203

IT-0581-HRA:

IT-0582- Exceptions:

204

IT-0583- Car & Conveyance:

IT-0584- Income From Other Sources:

205

IT-0585- Section 80 Deductions:

IT-0586- Section 80C Deductions:

206

IT-0587- PF:

207

IT-0588- Other Statutory Deductions:

IT-0589- Individual Reimbursement:

208

Payroll-Run:

PC00_M40_CALC_SIMU- Simulation:

209

PC00_M99_PA03_RELEA- Release Payroll:

PC00_M40_CALC- Start Payroll:

210

PC00_M99_PA03_CHECK- Check Results PC00_M99_PA03_CORR- Corrections PC00_M99_PA03_END- Exit Payroll PC00_M40_CEDT- Remuneration Statement

211

Payroll Results: T.Code: PC_payresults, PC_M40_CLSTR

212

RT Table:

213

CRT Table:

BT Table:

214

Reporting for Posting Payroll Results to Accounting:

Employee Grouping for Account Determination:

215

Define Symbolic Accounts:

Define Posting Characteristics of Wage Types:

216

Other Steps: Maintain Posting date for Payroll Periods Create Posting Variants Activities in AC System (Assigning Accounts)

Posting Run: Execute Run: PC00_M99_CIPE

217

Edit Run-PCP0

218

Other Legal Reports:

LOANS CONFIGURATION

219

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Loan Types Definition

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Country Assignment

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Technical Attributes

220

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Conditions

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Set up Customer Payment Types >> Define Payment Types

221

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Set up Customer Payment Types >> Assignment of Wage types to payment types

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Control Allocation of Loans >> Adopt Feature

222

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Control Allocation of Loans >> Define Values

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Loans Grouoping

223

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Salary Components

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Maximum No. of Loans allowed >> Maintain Maximum No. of Loans allowed at a time (Country Grouping 40)

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Maximum No. of Loans allowed >> Maintain Maximum No. of Loans allowed

224

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain maximum amount for Loans Outstanding

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Loans Eligibility Checks and Limits

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement Type Settings >> Maintain Attributes of Reimbursement Types

225

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement Type Settings >> Define Groups for Reimbursement Types

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement Type Settings >> Define Payment mode of Reimbursement Types

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement Type >> Map Subtypes of Loan infotype to Reimbursement Types

226

Payroll >> Payroll India >> Employee Self Services >> Loans >> Loans >> Define Number Range for Loans

227

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Define Loan types and conditions (Country Grouping 40)

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Define Loan Payment Types (Country Grouping 40)

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Define Loan Re-Payment Types (Country Grouping 40)

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Map Loan Types to Approvers

228

Travel Management
SCOPE OF THE DOCUMENT...............................................................106 WAGE TYPE STRUCTURE...................................................................118 COMPANY LOANS............................................................................136 HOUSING........................................................................................138 CAR AND CONVEYANCE....................................................................139 PROFESSIONAL TAX.........................................................................148 INCOME TAX....................................................................................151 PAYROLL SCHEMA AND PERSONNEL CALCULATION RULES..................158 PAYROLL ORGANISATION.................................................................173 ABAP DEVELOPMENTS.....................................................................177 SCOPE OF THE DOCUMENT...............................................................245 SETTINGS FOR ALL USER INTERFACES...............................................246 SPECIFIC SETTINGS FOR CATS REGULAR...........................................246 SPECIFIC SETTINGS FOR CATS REGULAR...........................................249 TIME DATA RECORDING & ADMINISTRATION......................................253 CONFIGURATION STEPS:..................................................................284

Human Resources Travel Management Configuration Scope


The Travel Management section contains the configuration details of the module. As part of business process mapping following configuration has been carried out in this module.

Define Trip Number Ranges


You have to define number ranges personnel area wise for creation of trip in this activity Access the activity using one of the following navigation options:
IMG Menu
SPRO Financial Accounting Travel ManagementSet Up Trip Number Ranges

229

Transaction Code

SPRO

Define Control parameter for Travel Expenses


Define Trip Provision Variant You have to define the trip provision variant under which all the customizing settings will be done. Access the activity using one of the following navigation options:
IMG Menu
Travel ManagementTravel ExpensesMaster Data Control Parameters from Travel Expenses Define/Delete/Restore Trip Provision Variants

230

Transaction Code

SPRO

Define Global Settings You have to define the global settings in the trip provision variant. Access the activity using one of the following navigation options:
IMG Menu
Travel ManagementTravel ExpensesMaster Data Control Parameters from Travel Expenses Define Global Settings SPRO

Transaction Code

231

Define Control parameter for Travel Data


Define Trip Areas You have to define the trip areas for to allow entitlement as per the area/region. But in order to suit the Business requirements, instead of defining trip country, we have used this field to define Self travel Yes or No. Access the activity using one of the following navigation options:
IMG Menu Transaction Code
Travel ManagementTravel ExpensesMaster Data Control Parameters from Trip Data Define Trip Areas SPRO

232

Define Trip Activity Types You have to define the various Trip Reasons in this activity Access the activity using one of the following navigation options:
IMG Menu
Travel ManagementTravel ExpensesMaster Data Control Parameters from Travel Privileges Control Parameters from Trip Facts Define Trip Activity Types SPRO

Transaction Code

Travel Expense Types


Create Travel Expense Types for Individual Receipts You have to define the various Trip expense types in this activity. Access the activity using one of the following navigation options: Travel ManagementTravel ExpensesMaster IMG Menu DataTravel Expense TypesCreate Travel Expense Types for Individual Receipts
233

Transaction Code

SPRO

234

Dialog and Travel Expenses Control


Define Schema and Individual Field Control You have to define the screen layout for the various Trip Provision Variant in this activity. Access the activity using one of the following navigation options: Travel ManagementTravel Expenses Dialog IMG Menu and Travel Expenses Control Dialog Control Define Schema and Individual Field Control
Transaction Code
SPRO

235

Restrict travel expense types for Trip Schemas In this step, you assign to a trip schema those travel expense types that need to be available under that trip schema. If you do not specify any travel expense types for a trip schema, then all expense types stored in the system apply to that trip schema. Access the activity using one of the following navigation options:
IMG Menu

1.1.1 Travel Management Travel


Expenses Dialog and Travel Expenses Control Dialog Control Restrict travel expense types for Trip Schemas
SPRO

Transaction Code

Field Control for Additional Receipt Information You define the field status of the additional receipt Like 1. 2. 3. 4. Required Optional Display Hidden
236

Access the activity using one of the following navigation options:


IMG Menu
Travel Management Travel Expenses Dialog and Travel Expenses Control Dialog Control Field Control for Additional Receipt Information SPRO

Transaction Code

237

Setup variable layout for Account assignment objects In this IMG activity you define the screen layout for the account assignment objects - the selection and order of these objects. In addition you can specify the field characteristics for each of the account assignment objects. Access the activity using one of the following navigation options:
IMG Menu
Travel Management Travel Expenses Dialog and Travel Expenses Control Dialog Control Setup variable layout for Account assignment objects SPRO

Transaction Code

238

Travel Expenses Control


Travel Expenses Control (Expert View) In this IMG activity, you can edit the matrix of accounting rules. For each position in the matrix, you can access documentation (F1 Help) and input help (F4 Help).

239

Access the activity using one of the following navigation options:


IMG Menu
Travel Management Travel Expenses Dialog and Travel Expenses Control Travel Expenses Control Travel Expenses Control (Expert View) SPRO

Transaction Code

Wage Types for Interfaces


Assign Wage Types to Travel Expense Types for Indiv. Receipts Here in this activity we assign wage type to the expense type Access the activity using one of the following navigation options:
IMG Menu
Travel Management Travel Expenses Wage Types for Interfaces Assign Wage Types to Travel Expense Types for Individual Receipts SPRO

Transaction Code

240

Transfer to Accounting
Number Ranges for Posting Runs You have to provide number ranges for posting run for transfer to accounting Access the activity using one of the following navigation options:
IMG Menu Transaction Code
Travel Management Travel Expenses Transfer to Accounting Set Up Number Ranges for Posting Runs SPRO

241

Number Ranges for Trip transfer documents You have to define the number range interval for the internal assignment of trip transfer document. Access the activity using one of the following navigation options:
IMG Menu
Travel Management Travel Expenses Transfer to Accounting Set Up Number Ranges for Trip transfer document SPRO

Transaction Code

Assignment of Wage Type to Symbolic Account You have to provide a symbolic account to each wage type for transfer to accounting Access the activity using one of the following navigation options:
IMG Menu
Travel Management Travel Expenses Transfer to Accounting Define Assignment of Wage Type to Symbolic Account SPRO

Transaction Code

242

Conversion of Symbolic Account to Expense Account You have to provide a symbolic account to actual expense GL and Employee Account for transfer to accounting Access the activity using one of the following navigation options:
IMG Menu
Travel Management Travel Expenses Transfer to Accounting Conversion of Symbolic Account to Expense Account SPRO

Transaction Code

243

244

CATS-Configuration:

SCOPE OF THE DOCUMENT


The Time Sheets document contains the configuration details of the module. As part of business process mapping following configuration has been carried out in this module.

245

SETTINGS FOR ALL USER INTERFACES


Create Authorizations for data entry profiles Use
To assign users authorization for specific data entry profiles, you do not have to assign each user all the relevant profiles individually. Instead you can define profile authorization groups and use them to group data entry profiles with common attributes.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Cross Application Components > Time Sheet > Settings for all user interfaces > Authorizations > Create Authorizations for data entry profiles SPRO

Transaction Code

Result

SPECIFIC SETTINGS FOR CATS REGULAR


Setup data entry profiles Use
In this activity, you set up the Web application CATS regular for the CrossApplication Time Sheet

Procedure
Access the activity using one of the following navigation options:
246

IMG Menu

SPRO Cross Application Components > Time Sheet > Specific settings for CATS regular > Record working time > Set up data entry profiles SPRO

Transaction Code

Result

247

*The ADMIN profile is without an approval procedure & changes even after approval of Time Sheets are possible.

248

*The EMPLOYEE profile is with an approval procedure & changes after approval of Time Sheets are not possible.

SPECIFIC SETTINGS FOR CATS REGULAR


Define Field Selection Use
In this step, you decide which fields should appear on the screen when maintaining or displaying the time sheet, and also define their attributes

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Cross Application Components > Time Sheet > Specific settings for CATS regular > Record working time > Define field Selection

249

Transaction Code

SPRO

Result

*Select Worklist & click Influencing to select a data entry profile.

250

Worklist fields need to chosen for both the data entry profiles, which are ADMIN & EMPLOYEE.

Similarly, fields for Data entry section of time sheet can be selected in the below screen.

*Select Data entry section & click Influencing to select a data entry profile.

251

Data entry section fields need to chosen for both the data entry profiles, which are ADMIN & EMPLOYEE.

252

TIME DATA RECORDING & ADMINISTRATION


Define Attendance types Use
In this step, you define attendance types for a personnel subarea grouping for attendance/absence types.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Time Management > Time data recording & Administration > Attendance/Actual working times > Define Attendance types SPRO

Transaction Code

Result

253

*Attendance types represent the kind of work done by a time-writer and these attendance types would be available under the field Activity type on ESS.

Group employee subgroups for time quotas Use


In this step, you group your employee subgroups for time quota types. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Time Management > Time data recording & Administration > Attendance/Actual working times > Attendance counting > Rules for Attendance Counting (New) > Group employee subgroups for time quotas SPRO

Transaction Code

Result

254

Group Personnel subareas for time quotas Use


In this step, you group your personnel subareas with regard to the permissibility of time quota types. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Time Management > Time data recording & Administration > Attendance/Actual working times > Attendance counting > Rules for Attendance Counting (New) > Group personnel subareas for time quotas SPRO

Transaction Code

Result

255

Define Counting Rules Use


In this step, you define rules for counting attendances.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Time Management > Time data recording & Administration > Attendance/Actual working times > Attendance counting > Rules for Attendance Counting (New) > Define counting rules SPRO

Transaction Code

Result

256

257

Assign Counting Rules to Attendance types Use


In this step, you determine & assign the respective counting rule for attendance counting to each attendance type.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Time Management > Time data recording & Administration > Attendance/Actual working times > Attendance counting > Rules for Attendance Counting (New) > Assign counting rules to attendance types SPRO

Transaction Code

Result

Select Allowed Absence types Use


In this section, you define the absence types that the employees are allowed to enter in CATS Regular. To do this, deactivate / tick all the absence types that are not be entered using ESS.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Cross Application Components > Time Sheet > Specific settings for CATS regular > Record working time > Select Allowed Absence types.

258

Result

Define rejection Reasons Use


In this step, you define the rejection reasons that the person approving the data can attach to a rejected record. We have simply created a rejection reason RC-For Rejection with long-text functionality as active in order to enable the approver write a comment while rejecting the time entry.

Procedure
Access the activity using one of the following navigation options:
IMG Menu
SPRO Cross Application Components > Time Sheet > Settings for All User Interfaces > Approval procedure > Define rejection reasons

259

Result

Personnel Development The following standard reports are available in the Personnel Development component: Profile Match-up Profiles Find Objects For Qualifications For a Development Plan For a Development Plan Item Appraisals Following reports can be executed for Organization unit Profile Match-up: Position/Holder Profiles Succession Overview

Training and Event Management


Training and Event Management offers extensive and comprehensive reporting functions. One can request a wide variety of reports for business events, resources, and attendees. One can also get reports for training and event costs, business event appraisals, attendee appraisals, or missing resources. For attendance Attendee List Attendance List Employee list Bookings per Attendee Attendee's Training History Attendance Prerequisites Attendee's Qualifications Prerequisites Matchup Attendee Appraisal Prebookings per Business Event Type Prebookings per Attendee Attendees to Be Rebooked Attendance Statistics Attendance and Sales Statistics Cancellations per Business Event

260

For resources

Cancellations per Attendee Budget Comparison

Resource Equipment Resource Reservation Instructor Information Graphical Resource Reservation Available/Reserved Resources Resource Reservation Statistics Resources Not Yet Assigned per Resource Type

261

For business events Business Event Demand Business Event Schedule Business Event Appraisal Business Event Hierarchy Attendance Statistics Business Event Brochure Business Event Information Business Event Dates Resource List per Business Event Resources Not Yet Assigned per Business Event Material Requirements per Business Event Business Event Prices

ESS- Configuration:
Customizing Screen (PTARQ)

262

Working Time Leave Request 1) Processing Process

Step-1 i) ii) Create a Rule Groups Maintain WEBMO Feature assigning the Rule Group

263

Step-2

264

Step-3 i) Define Absences/Processing Processes -> This leave types will be appeared in ESS while raising the leave request.

265

266

267

2) Layout of Web Application Step-1 Specify how leave is displayed.

Step-2 Specify Display of Absence Quotas

268

269

Working Time Record Working Time Step-1 Setup Data Entry Profile

270

271

Step-2 Select the allowed absence type

272

CATSDB -> CATS: Database Table for Time Sheet Benefits and Payments -> Claims Basic Settings Step-1

273

Perquisites: Tax Codes should already been created in Payroll Step-2 Maintain attributes: Customized Fields for Expart Claims: Table Name: V_T7INFLD_OUTLK Request Type CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim Reimursement Type ECHR ECUB ECUB ECUB ECUB ECUB EDSL EGEN EGEN EIDT EIMU EIMU EPME EPME EPME EPME EPME EREF ERLT Customer Field Field Lable Payment Mode INR/USD/GBP Name of the Club Payment Mode INR/USD/GBP Amount Spent From Date To Date Bills Attached (Y/N) Payment Mode INR/USD/GBP Amount Spent Bills Attached (Y/N) Payment Mode INR/USD/GBP Amount Spent Name of Membership Payment Mode INR/USD/GBP Membership Cost From Date To Date Payment Mode INR/USD/GBP Bills Attached (Y/N)

CUS_FLD3 CUS_FLD2 CUS_FLD3 CUS_FLD9 JBGDT JENDT CUS_FLD9 CUS_FLD3 CUS_FLD9 CUS_FLD9 CUS_FLD3 CUS_FLD9 CUS_FLD2 CUS_FLD3 CUS_FLD4 JBGDT JENDT CUS_FLD3 CUS_FLD9

274

CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim

ERNR ERNR ERNR ESHC ESHC ESPE ESPE ESPR ESPR ESUP ETEL ETEL ETFE ETFE ETFE SCLB SCLB SCLB SCLB SCLB SEDD SEDD SEDD SEDD

CUS_FLD3 FAMSA1 OBJPS1 CUS_FLD3 CUS_FLD9 CUS_FLD3 CUS_FLD9 CUS_FLD3 CUS_FLD9 CUS_FLD3 CUS_FLD3 CUS_FLD9 CUS_FLD3 CUS_FLD6 CUS_FLD9 CUS_FLD2 CUS_FLD4 CUS_FLD9 JBGDT JENDT CUS_FLD1 CUS_FLD5 CUS_FLD9 JBGDT

Payment Mode INR/USD/GBP Family Details Child Payment Mode INR/USD/GBP Amount Spent Payment Mode INR/USD/GBP Bills Attached (Y/N) Payment Mode INR/USD/GBP Bills Attached (Y/N) Payment Mode INR/USD/GBP Payment Mode INR/USD/GBP Amount Spent Payment Mode INR/USD/GBP Name of Child Amount Spent Name of the Club Membership Cost Bills Attached (Y/N) From Date To Date Course Fee Name of the Course Bills Attached (Y/N) Course Start Date

275

CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim CL Claim Step-3

SEDD SEDO SEDO SEDO SEDO SEDO SGEN SLTA SLTA SLTA SLTA SLTA SLTA SLTA SLTA SPFM SPFM SPFM SPFM SPFM STEL STEL STEL STEL STEL

JENDT CUS_FLD1 CUS_FLD5 CUS_FLD9 JBGDT JENDT CUS_FLD9 DESTN FAMSA1 JBGDT JENDT OBJPS1 STPNT TKTNO TXEMP CUS_FLD2 CUS_FLD4 CUS_FLD9 JBGDT JENDT CUS_FLD7 CUS_FLD8 CUS_FLD9 JBGDT JENDT

Course End Date Course Fee Name of the Course Bills Attached (Y/N) Course Start Date Course End Date Bills Attached (Y/N) Destination point of Journey

Start Date of Journey End Date of Journey

Start point of Journey Bills Submitted Amount Tax Exemption Name of Membership Membership Cost Bills Attached (Y/N) From Date To Date Telephone No1 Telephone No2 Bills Attached (Y/N) From Date To Date

Maintain Approvers:

276

Step-4 Define Approver Privileges:

277

Step-5 Mapping approver groups to reimbursement types:

278

Reimbursement Type Settings Step-1 Maintain attributes for reimbursement types:

279

Step-2 Group reimbursement types:

Step-3 Maintain payment mode for reimbursement types:

280

Travel Management: Travel Requests personalized fields on portal front end: TRAVEL REQUEST Field description Changed to

General Data Start Date End Date Planned Activity

Travel details Start date of trip End date of trip Trip type

281

Location

First Destination

Fields removed Time Time Country/Region Estimated Costs

My Trips & Expenses Screen Tabs kept: All my travel requests All my expense reports

In Edit Advances button: Fields removed:Exchange rate Amount Accounting in

In travel services button: Fields removed:Credit card information

Screen after 'review' Fields removed:Summary credit card info

282

i)

Travel Expense report:

EXPENSE REPORT removed Schema Selection Time Time per-deims Mileage Edit Advances' - Only the button Fields in display only All fields to be made display only

Field description Schema

Changed to Type of trip

Screen after 'Enter receipts' Fields removed:Summary credit card info Available credit card receipts ' - Only the button Scanned receipts' - Only the button

Screen after 'New entry' Fields removed:Amount

283

local currency short info confirmed Origin country/region participants enter participants from - to number

Screen after 'Review' Fields removed:Entire Summary screen

CONFIGURATION STEPS:
Interface Configuration for Webdynpro Interface in Travel Management:
For ESS Settings for Travel management go to -> FITVFELD_WEB Tcode 1) Activate Request/Plan/Expense Report in Travel Manager

2) Set Up Variable Field Control via Feature TRVFD

284

3) Schema and Single Field Control for Web Dynpro

Select the CN Trip Provision variant and after that ----

285

286

Features Used for Travel (For ESS):


Form Variant for Travel Request: TRVFR

YFITP_REQUEST_FORM smart form used for travel request Form Variant for Travel Planning: TRVFP

Form Variant for Travel Expenses: TRVFE Travel Expense Report for ESS modifications: ZZPTRV_EXPENSE_FORM Smart Form

287

5) Personal Information: SM 30 -> Table -> V_T7XSSPERSUBTYP Country Group 40 40 40 40 40 40 40 40 40 40 40 40 40 Infotype 2 6 6 6 9 9 9 21 21 21 21 21 21 1 4 5 0 1 2 1 2 3 4 1 2 Subtype use case B1 A1 A2 A2 B1 B3 B2 A1 A6 A4 A4 A1 A6

288

BACKGROUND
Cairn Energy India Pty. Limited is one of the leading Oil Exploration and Production Company with an exciting growth portfolio of assets in India. The parent company Cairn Energy Plc, located in Edinburgh, Scotland is one of Europes largest independent Oil and Gas companies. The world class oil and gas discoveries in Rajasthan, along with existing joint venture production in Andhra Pradesh and Gujarat, have the potential to contribute significantly to Indias growing energy needs.

Scenario: Employee Self Service


Employee Self-Service (ESS) enables employees to create, display, and change their own data in the intranet used at their enterprise. By enabling employees to access their own data, HR processes are standardized and simplified. As a result, employees in the Human Resources Department can concentrate on other tasks of greater strategic importance.

Process Group: Process on ESS


Whos Who
This feature enables employees to search for other employees in the organization based on various parameters. The following search fields shall be made available Personnel Number (D) First Name, Last Name Residence Telephone Number (D for all)(M for self) Cubicle Number (D for all) Extension Number (D for all) Office Email (D for all) Mobile Number (D for all)(M for self) Company Code Employee Group (Search) Employee Sub Group (Search) Personnel Area (Search) Personnel Sub Area (Search) Position (Designation) Immediate Manager (D) Organization Unit On ESS other than employee photograph will not be displayed WHOS WHO ESS SCREEN: Employee Search: i) ii) Whos Who Change Own Data

289

Personal Information
i) Personal details Employees access the personal details through Personal Information tab. The following fields shall be available First Name Last Name Date of birth (Display only) Marital status Marriage date ii) Address check Employees access the address data through Personal Information tab. The infotype maintained in R/3 is available for maintenance. The following address types shall be available Permanent address Mailing address Emergency address Onsite Address Current Location iii) Family details Employees access the family data through Personal Information tab. The infotype maintained in R/3 is available for maintenance. The following relationship types shall be available Spouse Father Mother Son Daughter

290

iv) Bank details Employees access the family data through Personal Information tab. The infotype maintained in R/3 is available for maintenance. Using this link, employee can change bank key and account number. Bank key will be displayed as a label on Bank tab page. These will be only salary bank keys. v) Other details Link to Infotypes (Suggestion) Infotype 0185 Personal ID Subtype - 4 wheeler license Infotype 0185 Personal ID Subtype - PAN Number Infotype 0105 Communication ID Subtype - Personal email id Changes done on any infotype link will update the changes in R/3 PERSONAL INFORMATION ESS SCREEN:

Training and Event Management


This feature enables the employees to view the Training Calendar and make the bookings (book, cancel, rebook). i) Training center List of Events Find Events Book Events (Workflow is triggered) Shopping Basket

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ii) My Bookings Display Bookings Display Status Participation Status Cancel Booking (Workflow is triggered) Appraise Event iii) Training Feedback Online Training Feedback link will be available on ESS, where employee can log on to the ESS and give the feedback of the Training/Course. (The Training Feedback template for the feedback will be developed in the Backed end system) TRAINING ESS SCREEN: Training: i) ii) My Bookings Business Event Catalog (Training Center)

Key Data Structure


i) ii) Booking Priority: To set up a booking priority that is specially assigned to bookings made using ESS services for Training and Event Management. Cancelation reason for employee in ESS: This enables you to store information about the cancellationreason from table T77CAR to be used when an employee cancels an event booking in the Employee Self-Service My Bookings (transaction PV8I).

Reporting Requirements
i) Training programs attended

Travel Management
In the Employee Self-Service application Travel and Expenses, employees can perform the following tasks:

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Create travel requests Travel Request is sent through workflow to the relevant DOA for approval. (Workflow is configured at the Backend system R/3) Enter travel expenses for the trip after completion of their Trip. Now the travel expense report is sent for approval to the Immediate Supervisor and one copy goes to Finance Administrator. Any charges incurred while rescheduling / cancellation of travel are captured in the travel expense report by the travel desk. Process trips for other employees (requires authorization for Administrator)

TRAVEL ESS SCREEN: Travel: i) ii) Screen 1: Create Travel request Crate Travel Expense report

Screen 2:

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Payroll and Payments


This process shall be applicable to the following types of payroll reimbursements: Reimbursement

LTA Process Club Membership Medical Reimbursement Telephone Reimbursement Remote Location Allowance Educational Assistance Professional Membership Once an employee selects the appropriate reimbursement type, a detailed screen will open up. This will have details like Bill date, Amount, Family members etc. Employee fills in the necessary details and submits the claim form. This triggers a mail is sent to the concerned person/departments. Employee shall take a print of this and submit to the concerned person/departments and send the intimation. The details of the individual payments made shall be through payroll. Salary Statement If current remuneration statement to be displayed on ESS there is a standard feature available and will be displayed on ESS in PDF format. If PDF format to be changed like company logo etc to be displayed on Salary statement the Z development to be made in Smart forms (Z report needs to be developed separately in R/3). Note: Developments on Claims to be discussed PAYEMENT ESS SCREEN:

294

Time & Leave Management


Leave Request: Any leave approval request will take place through ESS workflow. Employee has to apply for the leave (preferably in advance). Leave balance will be displayed for information purpose, which can be used for availing leave. All leave requests go to the superior and from UWL he/she can approve/reject the approvals.

Time Management: Link for Time Sheet entry would be visible only to the time-writers. Working Time function enables time-writers to book their working times. Through in-built checks, system can determine whether they have recorded sufficient working times or not (8.50 hrs / day. Mon-Fri except for weekends & holidays). Employee would release the Time sheet and the same goes to the approver through workflow for review / rejection. Time Sheets are deemed approved if not rejected. Relevant reports can be churned-out by Finance administrators. Employee should not be able to fill Time Sheets for anyone else apart from his own Id. Administrators to have authorization to edit time data for others. WORKING TIME ESS SCREEN: i) ii) Time Management a. Record Working Time Leave Management a. Leave Request b. Quota Overview c. Leave Request Approver

295

Key Data Structure


i) Message Output to be customized

Appraisal System
Process To be decided. Standard Appraisal Template:

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Baseline Training - Payroll

297

Maintenance of Payroll Masterdata 1) Basicpay Infotype 0008 STEP I Transaction PA 30


In this screen enter OR select the personnel number in the personnel no. field, and enter 0008 or Basic pay in the info type field. Then click on the create icon on top of the screen. Then Basic pay info type screen will appear.

STEP II

In this screen enter the start date in the date field and select the pay scale group and pay scale level in the respective fields, Where the Pay scale type and pay scale area are defaulted. Next enter in the Wage type field, Then automatically all Basic wage components will be defaulted. Enter the Direct amounts of Wage components in the amount coloum.Indirect amounts of wage types will be defaulted automatically. Then click on the save icon.

2) Recurring payments & Deductions Info type 0014

STEP I Transaction PA 30
298

In this screen enter OR select the personnel number in the personnel no. field, and enter 0014 in the info type field. Then click on the create icon on top of the screen. Then Recurring payments & deductions info type screen will appear.

STEP II
In this Info type screen enter the start date and End date in the respective fields. Then select the wage type in the wage type field and enter the amount and unit/number in those fields. If the selected wage type is valuated indirectly the amount will be defaulted in the amount column. Then click on the save icon.

3) Additional payments Info type 0015 STEP I Transaction PA 30


In this screen enter OR select the personnel number in the personnel no. field, and enter 0015 in the info type field. Then click on the create icon on top of the screen. Then Additional payments info type screen will appear.

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STEP II
In this Info type screen enter the wage type in the wage type field and enter the amount in the amount field. Enter the start date of the particular payment of the month in the Date of origin field. Then save the entries.

4) Housing Infotype 581

STEP I Transaction PA 30
In this screen enter OR select the personnel number in the personnel no. field, and enter 0581 in the info type field. Then click on the create icon on top of the screen. Then Housing Infotype 0580 screen will appear.

STEP II
Enter the date in the start date filed and select the housing type. Select the City Category and enter the rent amount. Save the entries.

The system dynamically updates the Basic Pay infotype (0008), with respective wagetype and the amount based on the Housing type selected in IT581.

5) Car and Conveyance Infotype 0583

Transaction PA 30
300

In this screen enter OR select the personnel number in the personnel no. field, and enter 0583 in the info type field. Then click on the create icon on top of the screen. Then car and conveyance Infotype 0583 screen will appear.

STEP II
Enter the date in the start date filed and select the conveyance type. Enter the car details if you selected Car scheme. Save the entries.

The system dynamically updates the Basic Pay infotype (0008), with respective wagetype and the amount based on the Conveyance type selected in IT583.

6) Section 80 Deductions Infotype 585

STEP I Transaction PA 30
In this screen enter OR select the personnel number in the personnel no. field, and enter 0585 in the info type field. Then click on the create icon on top of the screen. Then Section 80 Deductions info type screen will appear.

STEP II
In this screen enter the amounts against each sub section in the proposed contribution or in the actual contribution field he contributions for the current financial year. The Limit & Tax exemptions and currency of the each contribution are defaulted. Then save the entries.

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The tax exemption is calculated during the payroll run.

7) Section 80 C Deductions Infotype 586

STEP I Transaction PA 30
In this screen enter OR select the personnel number in the personnel no. field, and enter 0586 in the info type field. Then click on the create icon on top of the screen. Then Section 80 C deductions info type screen will appear.

STEP II
In this screen enter the amounts in the proposed investment field or in the actual investment field in respect of the contributions for the current financial year. The Limit and currency of the each investment are defaulted. Then save the entries.

The tax rebate is calculated during the payroll run.

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8) Provident fund contribution Info type 587

STEP I Transaction PA 30
In this screen enter OR select the personnel number in the personnel no. field, and enter 0587 in the info type field. Then click on the create icon on top of the screen. Then Provident fund contribution info type screen will appear.

STEP II

In this Info type screen enter the provident fund and Pension Trust ID employee belongs to. Enter the PF Number & Pension Number of the employee in the fields. Enter the VPF % in the VPF field if the employee opted for voluntary PF contribution.

Basis of contribution is selected as PF Basis by default. Select the check box Contribution towards Pension and save the entries.

PF contribution will deducted from employee salary during the payroll run.

Other statutory Deductions Info type 588 Professional tax (Subtype 0003)

STEP I
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Transaction PA 30
In this screen enter OR select the personnel number in the personnel no. field, and enter 0588 in the info type field and select the subtype Professional tax in the subtype field. Then click on the create icon on top of the screen. Then other statutory deductions screen of PTax will appear.

STEP II
In this screen enter the start date of professional Tax deduction in the From Field and also select the check box Eligible for PTax field. Then click on save icon.

PTax is calculated and deducted during monthly payroll run.

Payroll Process

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Simulation (Test Run):


Before you start the payroll run for all employees, you can run a Pay roll simulation for individual employees. To do this follow the below path. & procedure.

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/Pacific India Payroll Accounting Simulation or TC PC00_M40_CALC_SIMU Now Double click on Simulation or Select the Simulation and Enter. Then Payroll Driver, India Screen will appear.

STEP II
In this screen first enter the Payroll Area as 26 and select the current period or other period Radio button depends upon running the payroll. Enter the personnel number and payroll area in those fields. In the schema field Schema IN00 is defaulted, change this to ZN00. Select the Display variant remuneration statement field to show the Remuneration statement. Then click on Execute icon of the top of the screen.

STEP III
In the Display Log screen Successful Personnel numbers and Rejected Personnel numbers will be displayed. If the rejected personnel numbers are displayed, we have to correct the master data according to the error message. To see the remuneration statement click on the Display form icon on the top of screen. Then Remuneration statement will be displayed.

Release the payroll:

STEP I
From the SAP Easy Access screen, choose Human ResourcesPayrollAsia/Pacific India Payroll Accounting Release payroll or TC PC00_M99_PA03_RELEA

STEP II
Now Double click on Release payroll or Select the Release payroll, then specify the payroll area 26 for which you want to release payroll in popup box confirm the message to continue.

Start payroll
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STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/Pacific India Payroll Accounting Start payroll or TC PC00_M40_CALC Here Double click on Start payroll or Select the Start payroll and enter. Then payroll Driver, India Screen will appear.

STEP II
In this screen Payroll area, current period, schema fields are defaulted. Select the check box in the test run field. Select the Display variant remuneration statement field to see the remuneration statement Then click on Execute icon of the top of the screen.

STEP III
The Display Log screen will appear in the Display Log Screen. Then Select the Form Icon for Displaying the PAY SLIP or Remuneration statement.

STEP IV
If no errors in the Display Log, deselect the check box in the test run field and Execute the payroll again. The payroll has been run for all P.Nos of the payroll area

Released for corrections

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/Pacific Payroll Accounting Corrections or TC PC00_M99_PA03_CORR India

STEP II
Here Double click on Corrections or Select the corrections and enter to release for corrections. Now the master data is unlocked for corrections. Then maintain the required master data in the info types as per the errors displayed in the Display log. Repeat the process of Release the payroll and Start payroll. 306

Repeat these steps until payroll has been performed for all personnel numbers successfully without errors.

Check Results STEP I


From the SAP Easy Access screen, choose Human Resources Human Resources Payroll

India Payroll Accounting Check Results or TC PC00_M99_PA03_CHECK.

STEP II
If any errors are displayed in the payroll log after executing the payroll, then it should be corrected.

Exit payroll STEP I


From the SAP Easy Access screen, choose Human Resources Payroll Payroll Accounting Exit payroll or PC00_M99_PA03_END Asia/Pacific India

STEP II
Exit Payroll dialog message appears, confirm the message When you exit payroll, payroll is finished for all the personnel numbers in the payroll area and the payroll period is complete. The personnel numbers for the payroll area can be processed again.

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Generation of Statutory Reports


PF Monthly Reports
1) Form 5 - Return of Employees qualifying for membership

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Per Payroll period Legal ReportsEmployees Provident fund Form5, Form10 & From12A or TC - PC00_M40_EPF

STEP II
Here Enter the following details: Payroll Area. Period PF Trust ID Report Name as Form 5

Select Execute button

2) Form 10 - Return of Members leaving the service

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Per Payroll period Legal ReportsEmployees Provident fund Form5, Form10 & From12A or TC - PC00_M40_EPF

STEP II
Enter the following: Payroll Area. Period PF Trust ID Report Name as Form 10

Select Execute button

3) Form 12A- Monthly contribution statement

STEP I

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From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Per Payroll period Legal ReportsEmployees Provident fund Form5, Form10 & From12A or TC - PC00_M40_EPF

STEP II
Enter the following: Payroll Area. Period PF Trust ID Report Name as Form 12A Select Execute button

PF Annual Reports
1) Form 3A - Contribution Statement For Unexempted Establishments

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Annual Legal ReportsPFAnnual PF Report ( Form 3A , Form 6A ) or TC - PC00_M40_PFY

STEP II
Enter the following: Payroll Area. PF Trust ID Year Report Name FORM3A
Select Execute button

2) Form 6A -Consolidated Contribution statement

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India

Subsequent Activities Annual Legal ReportsPFAnnual PF Report ( Form 3A , Form 6A ) or TC - PC00_M40_PFY

STEP II
Enter the following: Payroll Area. Period PF Trust ID
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Report Name as Form 6A

Select Execute button

Pension Monthly Reports


1) Form 4 - Return of Employees qualifying for membership

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India

Subsequent Activities Per Payroll period Legal ReportsPension Form4,Form5 & Form6 with Annexure for Trust wise Detls or TC - PC00_M40_EPN

STEP II
Enter the following: Payroll Area. Period PF Trust ID Report Name as Form 4
Select Execute button

2) Form 5 -Return of Members leaving the service

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Per Payroll period Legal ReportsPension Form4,Form5 & Form6 with Annexure for Trust wise Detls or TC - PC00_M40_EPN

STEP II
Enter the following: Payroll Area. Period PF Trust ID Report Name as Form 5
Select Execute button

3) Form 6 -Monthly contribution statement

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Per Payroll period Legal ReportsPension Form4,Form5 & Form6 with Annexure for Trust wise Detls or TC - PC00_M40_EPN

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STEP II
Enter the following: Payroll Area. Period PF Trust ID Report Name - FORM6 1995
Select Execute button

Pension Annual Reports


1) Form 7 (FPF) - Yearly Reports in Detail for Exempted Establishment

STEP I
From the SAP Easy Access screen, choose Human Resources Payroll Asia/ Pacific India Subsequent Activities Annual Legal ReportsPensionAnnual Pension Reports (Form8, Form 7 ) or TC - PC00_M40_PNY

STEP II
Enter the following: Payroll Area. PF Trust ID Year Report Name FORM 7(EPF)
Select Execute button

2) Form 8 (FPF) -Yearly Report For Exempted Establishment - 1971/95

STEP I
From the SAP Easy Access screen, choose Human Resources PayrollAsia/ Pacific India Subsequent Activities Annual Legal ReportsPensionAnnual Pension Reports (Form8, Form 7 ) or TC - PC00_M40_PNY

STEP II
Enter the following: Payroll Area. Period PF Trust ID Report Name as Form 8(FPF)
Select Execute button

Professional Tax Monthly Return


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STEP I
From the SAP Easy Access screen, choose Human Resources PayrollAsia/ Pacific India Subsequent Activities Per Payroll period Legal ReportsProfessional Tax Professional Tax Reports or PC00_M40_PTX

STEP II
1) Enter the following: Payroll Area. Period PT Group State /Region
2) Select Execute button

Form 16 STEP I
From the SAP Easy Access screen, choose Human Resources PayrollAsia/ Pacific India Subsequent Activities Annual Legal ReportsIncome Tax Form 16 or PC00_M40_F16

STEP II
1) Enter the following: Payroll Area. Company code Taxation Year Report Name FORM3A
2) Select Execute button

Form 24 STEP I
From the SAP Easy Access screen, choose Human Resources PayrollAsia/ Pacific India Subsequent Activities Annual Legal ReportsIncome Tax Form 24 or PC00_M40_F24

STEP II
1) Enter the following: Payroll Area. Company code Taxation Year
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2) Select Execute button

Features Used In Payroll: ABKRS

313

TARIF

314

LGMST:

40EPF: 315

40ECS:

40CLM:

316

16EVA:

40LTR:

40SAN:

40LCM:

317

40PTX:

40ECC:

OCEDT: 318

ALOAN:

EDTIN:

EDPDF: 319

DTAKT:

PPMOD:

NUMKR:

PINCH:

320

VDSK1:

PLOGI:

SCHKZ:

TMSTA: 321

QUOMO:

PFREQ: 322

Monthly Payroll-Run- End User manual:


Simulation Run Payroll

We can simulate payroll for individual employees before performing the regular payroll run for all the employees in an enterprise. If we have made any changes to an employees master data, which may lead to far-reaching changes in his or her payroll results, stimulation comes into play. In this way, we can recognize sources of errors in time to make corrections before the regular payroll run. We can even simulate payroll for individual employees at any time during the regular payroll process, in order to trace the cause of any errors. A simulation run corresponds to a regular payroll run with the following restrictions:

The results of a simulated payroll run are not saved on the data base. We can view and print the results in the payroll log. The system does not lock any master data. The current payroll period in the payroll control record is not changed. The steps Release payroll and Exit payroll do not apply.

Simulation of Payroll Path:323

1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia / Pacific India Payroll Accounting Payroll Simulation in the SAP menu. Screenshot:

Enter Payroll Area number 25 Payroll Area Nationals Enter P.No, we want to run payroll. If we do not enter P.No, payroll will run for whole Payroll Area 25; choose the period to be return. Enter the schema ZN00. This is the schema designed for Cairn Energy National Employees This is the test Run Select the Variant Remuneration Statement, to view Pay slip. After entering the above details, click Execute button. Then, payroll schema will run payroll and displays the Payroll Log and Pay slip.
2. Enter the necessary data and choose Execute

button.

We can access the initial screen of the payroll program. The Test Run (No Update) indicator is set and cannot be changed.
Releasing Payroll

This is to release the Payroll Area to enable the Payroll Driver to run payroll. When we release payroll system automatically increase the payroll period by 1 from the existing payroll period. Path:-

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1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia/Pacific India Payroll Accounting Release Payroll in the SAP menu. Screenshot:

2. Choose Yes. We can run payroll for this payroll area. The system has increased the period number in the payroll control record for the payroll area by 1. The payroll control record is used to lock the personnel numbers in the payroll area for changes to the master and time data reflecting the past and present. Start Payroll (Live Payroll) We have released the payroll area or areas for which we want to run payroll. Path:1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia / Pacific India Payroll Accounting Start Payroll in the SAP menu. We can access the selection screen of the payroll program as shown in the Step Simulation Payroll. 2. Enter the data required. The current period indicator is set in the Payroll period group. Depending on the payroll area specified, the system reads the current period from the payroll control record. If we flag Display log, we get a detailed payroll log after the payroll run. 325

The Test run (no update) indicator must not be flagged because otherwise the system will not save the payroll results. 3. Choose Program Execute button.

The system performs payroll (usually in the background). If errors occur, we will get a list with the relevant error messages after payroll. Use the error messages to check whether personnel numbers have been rejected or not selected. If personnel numbers are rejected or not selected, we must not exit the payroll program. We must correct the master and time data (Infotype) for the relevant employee and finally perform a correction run.

Displaying the Payroll Log

The payroll log gives us clear and detailed information on the payroll run and its results. It is divided into different levels that we can display depending on the amount of detail required.

The General data level gives information on the processed data and shows the payroll schema used by the system. The Successful personnel numbers and Rejected personnel numbers include processing of the schema for each personnel number

Navigation in the log tree. To display lower levels, click on the structure node belonging to the level that we wish to open. To display all levels behind a higher level, place the cursor on the relevant level and choose Expand.

Old log If we use customer functions with their own logs, we can display these logs by clicking on the Old log pushbutton.

If Payroll is running retroactively, for any employee, we can display the details of Retro Active results

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Screenshot:

Click here to view the Remuneration Statement

The Payroll log displays the sequential steps of Payroll Run

The status of Selected and Rejected P.Nos Correcting Payroll-Relevant Master and Time Data When we run payroll occurrence of in error is possible. To complete the payroll run successfully, it is necessary to correct the master data of the employee. Path:1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia / Pacific India Payroll Accounting Corrections in the SAP menu.

327

Screenshot:

2. Choose Yes The system sets the payroll status for the payroll area to Released for correction. Master and time data processing for the personnel numbers in the payroll area has been released again.
3. Choose Human resources Personnel management Administration HR

master data Maintain. (PA 30)


4. Correct the relevant infotypes.

Running Payroll for Error P.Nos Now, we have released the payroll area or areas for which we want to run payroll.
1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia / Pacific India Payroll Accounting Start Payroll in the SAP menu. We access the selection screen of the payroll program as shown in the step Simulation Payroll 2. Enter the data required. The current period indicator is set in the Payroll period group. Depending on the payroll area specified, the system reads the current period from the payroll control record. If we flag the Display log, we get a detailed after the payroll run The Test run (no update) indicator must not be flagged because otherwise the system will not save the payroll results. 328

3. Choose Program Execute

button.

The system performs payroll (usually in the background). If errors occur, we will get a list with the relevant error messages after payroll. Use the error messages to check whether personnel numbers have been rejected or not selected. Simulating a Posting Run We recommend that we simulate a posting run both before and after completing (Exit Payroll) payroll. In this way, we can recognize posting-relevant errors in the payroll results early on, and avoid errors when creating a live posting run. We can repeat simulation of posting runs as often as we require, as this does not, unlike creating a live posting run, lead to the payroll results being selected. Note: - The detailed explanation has been provided in the section posting to Accounts User Manual. Exiting Payroll We have made all master data corrections, have run payroll for all the employees of the Payroll Area with out errors. Path:1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia/Pacific IndiaPayroll AccountingExit Payroll, form the SAP menu. Screenshot:

2. Choose Yes When we exit payroll, payroll is finished for all the personnel numbers in the payroll area and the payroll period is complete.

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If we want to exit the payroll run for several payroll areas, it is easier to use the payroll control record. To do so, proceed as when releasing several payroll areas. If we exit payroll using the payroll control record, we can simultaneously change the earliest possible retroactive accounting period for the relevant payroll area. As long as we have not performed the payroll run without errors, it is not suggestible to change the earliest possible retroactive accounting period. For this reason, we can only make entries in this field in the payroll control record after we have chosen End of payroll and before we save the payroll control record. Display Payroll Results We can use report H99_DISPLAY_PAYRESULT (Display Payroll Results) to display the payroll results for one or several personnel numbers. Path:1. From the SAP Easy Access screen, choose Human Resources Payroll

Asia/Pacific India utilitiesCluster display from the SAP menu. Screenshot:

Double click on the line to view the details and Results tables

2. Enter the personnel numbers The symbol in the Results column shows if there are results available in the selected period. 330

Results exist (Green Symbol) No results exist (Red Symbol) We have no authorization to display results (Grey colour Symbol) If the current personnel number is no longer selected (for example because we selected a column), we can renew the selection by choosing Update Result. 3. Overview of all the payroll results for a personnel number (cluster CU) 4. Overview of Tables for a Payroll Result We have displayed the payroll results for a personnel number. If we want to display the tables for a payroll result, select this payroll result and choose Display Overview. The system displays the overview of all tables of the payroll result that are relevant to the country of the employee, and the number of entries per table.

Remuneration Statement

In the Remuneration Statement, SAP R/3 lists amounts and information for the employee per payroll period. This includes, for example: Gross amount (for example, payments) Net amount (for example, after deductions) Outgoing payment (for example, bank transfer) Additional information (for example, organizational assignment, leave, notes to the employee)

1. We can access the Pay slip, directly while running payroll, using Payroll Driver. 2. After Payroll run and exiting the payroll run, we can generate the Remuneration Statement. Path:
1)

From the SAP Easy Access screen, choose Human Resources Payroll Asia/Pacific IndiaPayroll AccountingRemuneration Statement, from the SAP menu.

Screenshot:

331

Enter Payroll Area number 25 Payroll Area Nationals

Enter P.No, to view Payslip of one employee. Do not enter P.No, to view for entire Payroll Area 25 Enter the details as mentioned and Chose Execute button. The Remuneration statement will appear as shown in the following screenshot.
2)

332

Double-clicking on a sub-schema will take you to the maintenance screen for that schema. Double-clicking on any of the rules (PCR's) will take you to the rule editor. You can tell the difference between subschemas a rules by looking at the parameters. The name of the sub-schema can be found in the Par 1 column. The main schema generally calls all the different sub-schemas. The sub-schemas will then call the payroll rules. In most cases, when a rule is called, there will be parameters in the Par 2 or Par 3 columns. In the main, most sub-schemas are called by the "copy" command. Schemas, rules and features in SAP use the following line editor commands. This allows you to move, delete, copy and insert lines. All the commands are entered in the area used for the line numbers. Overwrite any of the numbers with the commands shown below. For the commands using 1 letter - hit the return key once you have entered the letter. For the commands using 2 letters - hit the return key after the first 2 letters have been entered or after both sets have been entered. The most commonly used commands are: Line Command D I M C DD DD CC CC MM MM Deletes a line Inserts a line Moves a line Copies a line Indicates the start of a block to be deleted Indicates the end of a block to be deleted Indicates the start of a block to be copied Indicates the end of a block to be copied Indicates the start of a block to be moved Indicates the end of a block to be moved Description

Once you have chosen the block to move or copy, you need to show where to move or copy it to in the schema. The following commands indicate where you can copy or move the lines to. Line Command A B Description Places the block after the chosen line Places the block before the chosen line

Remember when calling the PCR from the schema: GEN means that the wagetype is **** i.e. you haven't specified one and NOAB means that it will look at any EE Sub-Grouping. If you want the rule to use specific wage types or groupings, then leave either blank. Use the print option and VAR (PAR 2) in the schema to output the variable table during processing. Position is very important for schemas. Look to see where a similar piece of processing has taken place. If in doubt, place the rule after the similar data has been read and processed. Commonly used Functions

333

Function PIT PRT COPY BLOCK IF/ELSE/ENDIF Pxxx ACTIO Process Input Table Process Results Table Calls a schema placed in PAR1.

Description

Defines the start and end of a nested node The schema is processed if the condition is fulfilled Processes the information held in infotype xxxx. Actio calls a PCR. It is processed, irrespective of whether the wage type exists or not.

Commonly used Parameters Parameter GEN 9000 NOAB 1 Process any wage type Processes only wage type 9000 Process for any EE sub-group groupings Processes the rule only for EE sub-group grouping of 1 Description

Payroll PCR's

Transaction Code: PE02


Menu Path: Human Resources Payroll Europe Great Britain Tools Maintenance Tools Rules Commonly used operations in payroll configuration Operation Description This covers all the remaining entries not already specified. If you leave the line blank for the operation then the WT is dropped. Remember you always have to have an option for * in your PCR. Cumulates the wage type into the relevant cumulation (/101...) and valuation(/201...) wage types From the IT, Number and Amt are cumulated into the OT. Blank is OT whilst E refers to the RT.

ADDCU

ADDNA *

334

ADDNA 4067 ADDWSE9N03 ADDWSI* ADDWT * ADDWT 1103

Current Num and Amt are added in to wage type 4067. This operation is very similar to ADDWT. The only difference is that it writes the value to table V0 as well Store the current wage type in the IT. Store wage type in IT/OT All the current values for amt, num and rte are added to the values that are currently held in wt 1103 Adds the current wage type to the variable table as T - which can be used at a later stage The values in the wage type are copied to the previous employer table VAG called in the rules XDPI, XDPR & XDPT The values in the current wage type are added into the CRT The values in the current wage type are added into the CRT for the technical wage type /101 The values in the current wage type are added into the Difference table DT The values in the current wage type are added into the difference table DT for the technical wage type /551 Add the current wage type to the difference table (DT) Store amount in Results Table (RT) - difference with line below Add the current wage type to the results table RT Add the current wage type to the results table as /101 Add the current wage type to the old results table (ORT) as wage type /201 Add the current wage type to the input table IT The values in the current wage type are added into the input table IT for the technical wage type /101 Add the current wage type to the results table last payroll (LRT) Used in XLON (Loans - XLON)

ADDWT&T

ADDWTA* ADDWTC* ADDWTC/101 ADDWTD* ADDWTD/551 ADDWTD/APO ADDWTE ADDWTE* ADDWTE/101 ADDWTH/201 ADDWTI* ADDWTI/101 ADDWTL* ADDWTN ADDWTN/LRP

335

ADDWTW AMT- 9023 AMT%33.33 AMT%KSAPRO AMT-& T AMT*-1 AMT*12

Add the current wage type to the wage maintenance table Subtract amount field from wage type 9023 from Table IT (if wage type 9023 is available.) Multiply the amount by 33.33% Multiply the amount by the value SAPRO held in table T511k Amount minus the value held in variable T Amount multiplied by negative 1 Multiply amount by 12 Multiply the amount by the constant GENAU held in table T511k. GENAU is used to factor up by 4 or 5 factors of 10 to avoid the issue of errors caused by rounding. Subtract 0.4 from the amount field Divide the amount by 2 Divide the amount by the factor GENAU held in the constants table T511k Amount divided by the constant PKWRP held in table T511K Amount is divided by constant ZF001 from table T511K Compare the value held in the amount field for all wage types Compare the value held in the amount field for wage type /GPY Compare the value held in the amount field against the constant ZAPR Compare the value held in the amount field against 0 Compare the amount against the value of the amount held in the results table RT for wage type /167 Compare the current amount against the limit held for the bank transfer Add the amount from wage type /564 from the IT Add amount field from wage type 0001 from Table IT (if wage type 0001 is available.) Add amount field from wage type 9013 from Table IT (if wage type 9013 is

AMT*KGENAU

AMT-.04 AMT/2 AMT/KGENAU AMT/KPKWPR AMT/KZF001 AMT? * AMT? /GPY AMT?& ZAPR AMT?0 AMT?E /167 AMT?IGRUEB AMT+ /564 AMT+ 0001 AMT+ 9013

336

available.) AMT+& ZSAP AMT+E 910B AMT+O /ZPO AMT< /562 AMT= * AMT= /111 Add the value held in the variable ZSAP to the amount for the current wage type being processed Add the current amount to the RT and place in wage type 910B Add Amt from wage type /ZPO into VORT (Summarised ORT) Checks whether the currently held amount is less that that held in the wage type /562 This sets the amount = zero for the wage type in question Store the value in the amount field of wage type /111 in the amount field of wage type 2110 Store the value in the amount field of wage type 1000 in the amount field of wage type 2110 Let the amount equal the value held in the BETRG (amount) field for the wage type in question Reset the amount on wage type xxxx to that held in the value for KWWR held in T511K Sets the amount = position number Set the amt = amt held on technical WT /426 Reset the amount on wage type xxxx to that held in the temporary wage type TASA Let the amount equal zero The amount is set to the value held in the table VAG - previous employee data Lets the Amt = the Amt held for the current wage type in the RT Lets the Amt = the Amt held for technical wage type /167 in the RT Set the amount = the value SAPLR held in table T511k Lets the Amt = the Amt held for the current wage type in the LRT - last result table Lets the Amt = the Amt held for the wage type /561 in the LRT - last result table Add the amount value in technical loan wage type /LBB (loan balance) to

AMT= 1000

AMT= BETRG

AMT= PKWWR AMT= PLANS AMT=& /426 AMT=& TASA AMT=0 AMT=A * AMT=E * AMT=E /167 AMT=KSAPLR AMT=L * AMT=L /561 AMT=N /LBB

337

specific loan balance wage type AMT=N /LOP Add the amount value in technical loan wage type /LOP (loan payment) to specific loan payment wage type Add the amount value in technical loan wage type /LRP (loan repayment) to specific loan repayment wage type Lets the Amt = the Amt held for the wage type /561 in the OCRT - old cumulative result table Reduce the value in the amount field to zero "Maximum formation: The greater value of * and the current value of the AMT field is determined and written to the current AMT field." Multiply the amount by -1 - I think this should be subtract 1 from the amt If the amount field value is smaller than 50, it is retained. Otherwise it is set at 50 (forming a minimum amount). Subtract the Amt value held in the RT for /167 from the currently stored amount Take the value held against payroll constant 43301 from the annual salary Subtract the Amt value held in the ORT for /167 from the currently stored amount Amt for the current wage type less the value held in the RT for 9019 (Results wage types using exact splits) Subtraction to zero - the value cannot be less than zero. Subtraction to 0 (not negative) for the current wage type Subtraction to 0 (not negative). Current wage type less 9013 Subtraction to 0 (not negative). Current wage type less Amt held in the RT for wage type 9043 "Sets the recipient data for bank transfers. Can only be run after bank transfer data has been read from an infotype. Data on wage type and amount are transferred from the current fields (OT) and retained in the transfer table together with data on the recipient of the record last read." Compares the current amount with that held for period 10 in year 05. Expect a decision in this line The amount field value is compared with 0, and the result ('>', '=' or '<') is

AMT=N /LRP

AMT=Q /GPY AMT=ZERO AMT>* AMT-1 AMT50 AMT-E /167 AMT-K43301 AMT-O /167

AMT-R 9019 AMTS /564 AMTS* AMTS* 9013 AMTSE 9043

BTREC /558

CMPER 0510 D D AMT?0

338

placed in the variable key. D VWTCL 01 DIVID ANR DIVID ARA DIVID ARR DIVID NRN ELIMI * ELIMI A ELIMI K ELIMI KTX ELIMI R ELIMI T ELIMI U ELIMI X ELIMI Y ELIMI Z ERROR FILLF A Make a decision on processing class 01 Divide the amount by the number and store the result in the rate field Divide the value in amount field by the value in the rate field and put the result in the amount field Divide the amount by the rate and store the answer in the rate for the wagetype Divide the number by the rate and store the answer in the number field Eliminate all splits Eliminate splits - work center period (WPBP) Eliminate splits - cost accounting Eliminate the splits for cost accounting, alternative payments and variable assignment Eliminate splits - employee sub-group grouping for PCRs Eliminate splits - alternative payments (ALP) Eliminate splits - bank transfer (BT) Eliminate splits - variable assignment Eliminate splits - absence assignment Eliminate splits - time unit Processing terminates for the current employee Restore the original values for the amount - i.e. The values that were held for the amount field in the WT before any processing in this rule Restore the original values for the number - i.e. The values that were held for the number field in the WT before any processing in this rule Restore the original values for the number, rate and amount - i.e. The values that were held for the number, rate and amount fields in the WT before any processing in this rule Restore the original values for the rate - i.e. The values that were held in the WT before any processing in this rule

FILLF N

FILLF NRA

FILLF R

339

GBVRT

"GB specific processing of AWE operation GB specific operation to overwrite the average RATE of wage type /MAE in table RT in case of a retro calculation." Call PCR ZUM2 Calls PCR XALQ for all wage types - sets wage type to **** Elimination of WPBP split in the RT New Changes Across End of Year solution active for GBSXP phase 2 Check on Implementation Date of AVERA for SxP AWE. Called in GG70 and ensures that the old and new technical wage types for averages don't both exist. Evaluates the status of the LRT table. Processing is only continued if the previous month falls in the current year. Calculation of averages for 01 (from table T511A) Calcualation of averages for 03 (from table T511A) - not sure what the G implies Can use a 5 character message. Comes up whether the log is turned on or off. Can be used as a customised error message. Sets the modifier for Wage type generation (T510S) to 02 as the employee grouping Sets the modifier for Constant valuations (T510J) to 01 as the employee grouping Sets the modifier for the absence valuation rule (T544C) to 01 Multiply the amount by the number and store as the number field for the wage type Multiply the value in number field by the value in the rate field and put the result in the amount field Process the next line. Placing an * in the last column in the operation column has the same effect as "nextr". Remember to put a letter or number in the next line under the NL column. Continuation line. A...Z followed by 0...9 Don't forget to put in the letter following the NEXTR in the continuation line of the next line. Continuation line. A...Z followed by 0...9 Don't forget to put in the letter

GCY ZUM2 GCYGXALQ GEWRT GSXP2

GSXPD

LRTST Y MEANV 01 MEANVG03

MESSGxxxxx

MODIF 1=02

MODIF 2=01 MODIF A=01 MULTI ANN

MULTI NRA

NEXTR

NEXTR A NEXTR B

340

following the NEXTR in the continuation line of the next line. NUM* BSGRD NUM*1.5 NUM/100 NUM?0 NUM+ 3710 Multiply the value in the number field by the value held against the capacity utilization level on infotype 0008 Multiply the value in the number field by 1.5 Divide the value in the number field by 100 Test the value in the number field against 0 Add the value in the number field of wage type 3710 to the number field in the WT being processed Adds the number held in the temporary variable ZNIL to the currently held value for the number Add a value of 39 to the number field Add to the NUM value from wage type 3000 held in the CRT table - to the NUM value of the WT being processed Adds the number held in technical wage type /852 to the currently held value for the number Adds the number from the partial period parameter for the paid absence measured in working hours for xx is the sum of all paid absences (totalled over all classes) Set the current NUM to the value held in wage type 3000 Transfers the value of the ANZHL field to the number field. Sets the number equal to the valuation basis per hour NUM = Capacity utilization level from P0007 (called record layout fields in SAP Help) Sets the number equal to the position number of the employee Sets the number equal to the number of hours taken from IT 0007 Sets the number equal to the number held in the temporary variable ZSHF Set the number field to zero Store 39 in the number field Sets the number equal to the position number of the employee

NUM+& ZNIL NUM+39 NUM+C 3000

NUM+E /852

NUM+TSAP**

NUM= 3000 NUM= ANZHL NUM= BWGRL NUM= EMPCT NUM= PLANS NUM= STDAZ NUM=& ZSHF NUM=0 NUM=39 NUM=BJRSTD

341

NUM=BTGSTD NUM=BWOSTD NUM=E /SSP NUM=GSDIVP

Sets the number equal to the daily hours worked by the employee Sets the number equal to the weekly hours worked by the employee Set the NUM = the value of /SSP held in the results table Sets the number equal to the working hours for the employee for the entire payroll period Set the number = planned working time measured in working hours taken from the work schedule rule See part period parameter help (function PARTT) See part period parameter help (function PARTT) See part period parameter help (function PARTT) See part period parameter help (function PARTT) Set the NUM = current payroll period (?) Reduce the hours held in the number field by 51 Take away the number for technical wage type /845 held in the RT from the currently held number Current value in the number field less the total working time measured in working hours taken from the total working time in payroll accounting period Evaluates operation indicator - used immediately after a database record has been read. Multiplies by -1. Load Work Center and Basic Pay Data - payroll area Load Work Center and Basic Pay Data - country modifier Decide which payroll accounting area the employee is in Load Work Center and Basic Pay Data - employee sub-group Load Work Center and Basic Pay Data - employee group Load Work Center and Basic Pay Data - personnel area Load Work Center and Basic Pay Data - personnel sub-area

NUM=GSSOLL NUM=TSAU** NUM=TSAX** NUM=TSDIVI NUM=WOSTD NUM=YCURPP NUM-51 NUM-E /845

NUM-TSDIVP

OPIND OUTWPABART OUTWPCTYMO OUTWPPAYSB OUTWPPERSB OUTWPPERSG OUTWPPLANT OUTWPPLTSC

342

OUTWPSHIFT OUTWPTRFAR OUTWPWWEEK PCY X05D* PCY X93B PPPAR A PPPAR B PPPAR E PPPAR F PPPAR P PPPAR R PPPAR S PPPAR U PRINT PRINT& WTG PRINTC PRINTE PRINTL PRINTO R R51P1?10N

Load Work Center and Basic Pay Data - shift indicator Load Work Center and Basic Pay Data - pay scale type Load Work Center and Basic Pay Data - working week from IT 0007 Runs PCR X05D for all employee subgroup groupings Runs PCR X93B Reads part period parameters: leavers during payroll period Reads part period parameters: paid absences during payroll period Reads part period parameters: new joiners during payroll period Reads part period parameters: leavers on the first day of the next payroll period Reads part period parameters: if the time unit for the payroll area is different to the time unit for the pay scale type and area Reads part period parameters: is the employee is in an active work centre? Reads part period parameters: basic pay changes during payroll period Reads part period parameters: for unpaid absences in the period Prints the IT Prints WTG from the variable table Prints the contents of the CRT Prints the contents of the RT Prints out the contents of the old results table (LRT) Prints the summarised ORT (VORT) Employee work centre is inactive, therefore do nothing You want to know if there is an entry in table T51P1 with indicator 10 for the current IT wage type. If an entry is found, processing should be continued. You want to read the entry in table T51P1 with indicator 01 for the current IT wage type, and store it in the OT table. If an entry is found it should be rejected "Operation R51P6 reads an entry from table T51P6. This table determines the characteristics of the deduction wage types. The value of the arrears

R51P1=01R R51P6A

343

characteristic should be placed in the variable key." RE510T RESET * RESET 1 Read Pay Scale Table - group and level Sets the splits back up again - has the opposite effect to the ELIMI * operation. Resets the first national split (/SI) Resets the amount and the rate - is the opposite of ELIMI. Reset * - resets all the split indicators. Give the meaning of all the other variables elsewhere in the document. Resets the cost accounting and employee subgroup grouping values Resets R - is the opposite of ELIMI - resets the employee subgroup groupings for the employee Checks if the payroll run is a retroactive accounting run Rounds off the AMT field - see SAP help for specifics Rounds the AMT field up so that it is divisible by 005 Rounds the AMT field to the next available number Rounds off the NUM field - see SAP help for specifics Rounds off the RTE field - see SAP help for specifics Rounds off the AMT field - see SAP help for specifics Multiply the value held in the rate by 33.33% - so effectively multiply by .3333 Subtract the value held in the constant HALF from the rate Multiply the value held in the rate by the capacity utilization level field on infotype 0008 Multiply the rate by negative 1 - effectively switch the sign for the value Multiply percentage held in rate field by 100 Multiply the rate by the constant GENAU held in table T511k Multiply the value in the rate field by the payroll constant GENAU (10,000). Rate divide by 100 RTE/ total working time in calendar days

RESET AR

RESET KR RESET R RETRO ROUND ROUND 005 ROUND +100 ROUNDA ROUNDB ROUNDG RTE%33.33 RTE-& HALF RTE* BSGRD RTE*-1 RTE*100 RTE*KGENAU RTE*KGENAU RTE/100 RTE/GKDIVI

344

RTE/TADIVI RTE/TASOLL RTE/TKDIVI RTE/TSDIVI RTE/TSDIVP RTE?& VLBS RTE?0 RTE+ 1001 RTE+& MM RTE+* RTE+100.00 RTE+BBETRG RTE+TKAU10 RTE= 1001 RTE= BETRG RTE= BSGRD RTE= BWGRL RTE=& AB RTE=0 RTE=10000 RTE=BBETRG RTE=BWOSTD

RTE/ total working time in working days RTE/ planned working time measured in work days RTE/ Total working time measured in calendar days Divide the value in the rate field by the worked hours for pay period being processed. RTE/ total working time measured in working hours Check to see how the current rate compares against the value held in the temporary variable VLBS Check to see how the current rate compares against a value of zero Adds the rate held in wage type 1001 to the currently held rate Adds the rate held in the variable MM to the currently held rate Adds the current rate to the IT Adds a value of 100 to the currently held rate Add the amount from table to the currently held rate Add the unpaid absences measured in calendar days for counting class 10 from table T554C Set the rate equal to the value held in the rate field for wage type 1001 Set the rate equal to the amount Set the rate equal to the capacity utilization level held on infotype 0008 Sets the rate equal to the valuation basis per hour Sets the rate equal to the value held in the temporary variable AB Set the rate field to zero Store 10000 in the rate field of wage type xxxx Set the rate equal to the amount pulled from the table Sets the RTE equal to the weekly hours worked by the employee

345

RTE=GKSOLL RTE=K30551 RTE=KGENAU RTE=TADIVP RTE=TASOLL RTE=TKDIVI RTE=TKSOLL RTE=TSAU07 RTE=TSDIVP RTE=TSSOLL RTE=ZERO RTE-GKAU**

Set the rate as the planned calendar days Store the value held against payroll constant 30551 in table T511 in the rate field of wage type xxxx RTE set to the value of GENAU from table T511K (default set at 10 000) RTE = Total working time measured in working days RTE = planned working time measured in work days RTE = Total working time measured in calendar days Store the planned calendar days in the rate field of the wage type being processed RTE = unpaid absence measured in working hours for counting class 07 RTE = total working time measured in working hours RTE = planned working time measured in working hours Reduce the value in the amount field to zero Rate subtract the part period unpaid absences in calendar days for all unpaid absences (totalled over all absence counting classes) Rate subtract the part period unpaid absences in working days for all unpaid absences (totalled over all absence counting classes) Take away any unpaid absence, in calendar days, from the current rate (totalled over all absence counting classes) Take away any unpaid absence, in calendar days, from the current rate (for absence counting class 20) Take away any unpaid absence, in worked hours, from the currently held rate (totalled over all absence counting classes) The condition for function IF is false Set condition for Function LPBEG when the condition is true The condition for function IF is true The condition for function IF is true Set the work center - basic pay split for the wage type as 01

RTE-TAAU**

RTE-TKAU**

RTE-TKAU20

RTE-TSAU** SCOND=F IF SCOND=T AL SCOND=T IF SCOND=T IF SETIN A=01

346

SETIN R=1 SETIN X=NX

Set the ESG for PCR as 1 You want to set X with number 01 as a variable split; the number of the split is to be increased by 1 by every call. Status field 2 which is valid at the start of the in-period is entered in the variable key. The return code set in the second example must be evaluated. The internal return code is set to the value 0 Subtracts the current wage type - effectively changing the sign of the NRA. Subtracts the current wage type (signs change) and stores it as 1025. Subtracts the current wage type and stores it as a temporary variable ZREG. Subtracts the current wage type (sign change) of the NRA in the difference table (DT) Subtracts the current wage type and stores it in the difference table (DT) as a temporary variable ZREG. Flicks the sign for NRA of the currently processed wage type and stores it in the RT Subtracts the current wage type (sign change) of the NRA and stores in the results table (RT) Flicks the sign for NRA of the currently processed wage type and stores it in the RT as technical wage type /121 Flicks the sign for NRA of the currently processed wage type and stores it in the input table (IT) Flicks the sign for NRA of the currently processed wage type and stores it in the input table (IT) as technical wage type /101 Table query on employee groupings / areas Table query on shifts / time groups Table query on premium table Table query on valuation of wage types Table query on positions table in PA

STATU 2P SUBRC?SET SUBRC=0 SUBWT * SUBWT 1025 SUBWT&ZREG SUBWTD*

SUBWTD/551

SUBWTE

SUBWTE*

SUBWTE/121

SUBWTI*

SUBWTI/101 TABLE 503 TABLE 508A TABLE 510P TABLE 512W TABLE 528B

347

TABLEALP TABLEP0014 TABLEP0015 VAKEYALZNR VAKEYAUFKZ VAKEYBNKSA VAKEYBNKSA VAKEYLGART VAKEYLNCLS VAKEYLNTPY VAKEYLNTYP VAKEYPAYTY VAKEYPRAKN VAKEYTGRLE VAKEYVERSL VAKEYZEINH VAKEYZLSCH VALBS? VALBS?0

Table query on the Alternative Payments table Table query on data held in infotype 0014 - recurring payments and deductions Table query on data held in infotype 0015 - additional payments Place in the variable key - Y/N alternative payment Place in the variable key - extra pay indicator for overtime Place in the variable key - variable keys are held in a certain table Place in the variable key - type of bank details P0009 Store in the variable key the wage type Place in the variable key - loan type Place in the variable key - loan type P0045 Place in the variable key - loan type P0045 Place in the variable key - payroll type Place in the variable key - premium indicator time ITs Place in the variable key - variable key is filled out based on the values in the TRFGR and TRFST fields from the current PZ record Place in the variable key - clearing key for overtime Place in the variable key - time unit Place in the variable key - payment key for bank transfers The system checks to see whether a valuation base exists The system checks if a valuation basis is for the current wage type in table T512W. (That the "0" line of view V_T512_B is read). The current wage type is evaluated with the valuation basis that is entered for the current wage type itself. (That is, the "0" line of view V_512W_B). The system multiplies an entry that already exists in the RTE field for the current wage type with the percentage rate from a line 0 of view V_512W and then replaces the wage type names of the current wage type with the name of the wage type from the same line in V_512W. Same as VALBS0 * with the exception that the data from infotype 2010 is used.

VALBS0

VALBS0 *

VALBS0 B

348

VALBS1

Replaces the current wage type with the statement wage type that is entered in table T512W for the second wage type derived from the current wage type, and then you want to valuate this using the corresponding valuation basis. Sets the length of the variable key to 2 Sets the length of the variable key to 3 Variable offset - set here to 2. The system with then ignores the first 2 digits. Place the table field "indicator for indirect valuation" in the variable key Place the table field "premium number" in the variable key Place the table field "ES grouping for collective agreement provision" in the variable key Interrogate processing class 64 Usually part of a decision - where the wage type is queried Passes through the wage type as unchanged Decide if employee has had a pay change in pay period & if the one being processed is the last Operation WPBPC distributes the amount of the current wage type to the active WPBP periods in the payroll period. This operation splits the amounts but does not distribute them to the different periods Expect to call another PCR in this line Sets the AMT and NUM to zero Set the values for the rate, number and amount equal to zero Initialises the variable ABCD Sets the NUM RTE and AMT to zero

VALEN 2 VALEN 3 VAOFF 2 VARGBINDBW VARGBPRAKN VARGBTRFKZ VWTCL 64 WGTYP? WGTYP=* WPALL?LAST

WPBPC

WPBPCW Z ZERO= AN ZERO= RNA ZERO=& ABCD ZERO=NRA

Wishing to retrieve previous payroll period results to be used in a PCR?


You can do so by using the operation IMPRE with parameter NN (NN periods before current payroll period). Also have a look at the documentation of IMPRE.

349

An example in using this operation is as follows (reading the period 6 months ago): D ZERO = NRA IMPRE 6 SUBRC?IMP * 0 AMT = O 1001SETIN A=01SETIN R=3 ZERO= NR ADDWTI1001

350

351

352

353

354

355

356

357

358

359

360

361

362

363

364

365

366

367

368

369

Customized- SCHEMAS:

INAL:

370

INAP:

INEI:

INLN:

371

YNC0:

372

ZNNC:

373

SAP Overview 1. Explain the structure of the client/server framework. 2. Project Implementation Tools 1. What is the IMG? 2. What is a project IMG? 3. Basics of Human Resources 1. What are the most important processes supported in Human Resources (HR)? 2. What are the most important structures in HR? 3. What is meant by Employee Self-Service? 4. What ways are there to select an Infotype? 5. How do you hire a new employee? 6. Which steps make up the payroll process? 7. Why is there a cross-application time sheet? What are the possible target components? 8. What is the purpose of time evaluation? 9. Which reporting tools do you know of? 10. How is the recruitment component integrated with the other HR components? 11. What is an applicant action? 12. What is the difference between qualifications and requirements? 13. What is the difference between career planning and succession planning? What is a development plan? 14. Describe the day-to-day activities in Training and Event Management. 15. What is the appraisal system component used for? 16. What are the main functions of Compensation Management? 17. What personnel cost planning methods are there in SAP HR? 18. Which Infotypes do you need to implement Travel Management?

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4. Organizational Management 1. What are plan versions used for? 2. What are the basic object types? 3. What is the difference between a job and a position? 4. What is the difference between an organizational unit and a work center? 5. Where can you maintain relationships between objects? 6. What are the main areas of the Organization and Staffing user interfaces? 7. What is Expert Mode used for? 8. Can you create cost centers in Expert Mode? 9. Can you assign people to jobs in Expert Mode? 10. Can you use the organizational structure to create a matrix organization? 11. In general structure maintenance, is it possible to represent the legal entity of organizational units? 12. What is the Object Infotype (1000) used for? 13. What is the Relationships Infotype (1001) used for? 14. Which status can Infotypes in the Organizational Management component have? 15. What is an evaluation path? 16. What is Managers Desktop used for? 17. Is it possible to set up new evaluation paths in Customizing? 18. Which situations require new evaluation paths? 19. How do you set up integration between Personnel Administration and Organizational Management?

5. Master Data 1. Which elements make up the enterprise structure? 2. Which elements make up the personnel structure?

375

3. Which elements make up the organizational structure? 4. Which criteria play a role in establishing these structures? 5. Which control features are controlled using the personnel subarea? 6. Which control features are controlled using the employee subgroup? 7. What is a payroll area? 8. What is an Infotype? 9. Which criteria determine payroll areas? 10. What is the organizational key used for? 11. In which Infotype are administrators defined? 12. Why are administrators defined? 13. What can features be used for? 14. What is the connection between Planned Working Time (Infotype 7) and Basic Pay (Infotype 8)? 15. Which ways are there to define default values for the pay scale area and pay scale type? 16. What is the employee subgroup grouping for collective agreement provisions used for? 17. Where are pay scale groups and pay scale levels defined? 18. How are wage types created in the SAP R/3 system? 19. Can all wage types be entered into all Infotypes? 20. What does the input permissibility of a wage type depend upon? 21. What is the personnel subarea grouping for primary wage types used for? 22. What is the employee subgroup grouping for primary wage types used for? 23. What ways are there to valuate wage types? Where are wage type valuations defined? 24. How can you evaluate wage types indirectly? 25. How can you define default wage types for the Basic Pay Infotype? 26. What ways are there to perform pay scale reassignments? 27. What ways are there to perform standard pay increases? 28. What is the difference between the simple and extended pay increases? 29. Can several personnel actions be performed on the same day? 30. What is the Additional Actions Infotype used for?

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31. If an employee leaves the enterprise, are all Infotypes delimited? 32. Which control options do you have for Customizing when configuring Infotypes? 33. Can a screen in HR data consist of several Infotypes? 34. Which ways are there to modify screens in Customizing? 35. What is an Infotype menu and what is its purpose? 36. What is an info group? What is a personnel action? 37. How can a personnel action change the status feature of an employee in Infotype 0000? 38. How are personnel actions and dynamic actions linked? 6. Authorizations 1. What is a role and what is it made up of? 2. How are the authorizations in a role maintained? 3. Are authorization objects or profiles assigned to users? 4. Which authorization object can you use to control an employees access to his or her own personal data? 5. What are the main advantages of the Profile Generator? 6. Can roles and their authorization profiles be assigned to a user for a limited time period? 7. How do you create structural profiles?

7. Payroll 1. How does the system know when to trigger retroactive accounting for a particular employee? 2. How is the earliest retroactive accounting date determined for an employee? 3. What is the payroll control record used for? 4. Is the exact date of the payroll period for an employee determined by the payroll area or the payroll control record? 5. What activities are possible when the payroll control record is set to Released for Payroll? 6. Is it possible to branch directly from the payroll log to master data and time data maintenance? 7. What is Matchcode W used for?

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8. What effect does grouping employee subgroups have on personnel calculation rules? 9. Can you evaluate payroll results using SAP Query/Ad Hoc Query? 10. What steps are required to post payroll results to Accounting? 11. Can a posting run be deleted? 12. Where do you specify whether an employee is paid in cash or whether the money is transferred to a bank account? 8. Time Data 1. What are the basic concepts for recording time data? 2. What steps are required to set up work schedules? 3. Can you define your own public holidays? 4. How do you define which public holiday calendar is valid for an employee? 5. Which characteristics does a public holiday class blank have? 6. Is there an employee subgroup grouping for daily work schedules? 7. What is a variant of a daily work schedule? 8. Is there an employee subgroup grouping for time quotas? 9. What ways are there to define breaks within a break schedule? 10. Which characteristics does a daily work schedule with daily work schedule class 1 have? 11. Which elements make up a period work schedule? 12. Which characteristic does a day with day type 1 have? 13. Which ways are there of representing part-time work in the SAP R/3 system? 14. Which ways are there of representing substitutions in the SAP R/3 system? 15. What is the difference between absences (Infotype 2001) and attendances (Infotype 2002)? 16. What is an absence quota? Give examples. 17. What is the difference between a validity interval and a deduction interval for time quotas? 18. You need to deduct an absence from a quota. Which Customizing settings are required? 19. Should a quota be assigned directly to an absence? 20. What is the remuneration Infotype used for? 21. What are counting rules used for?

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22. Can you set up default values to create absence quotas? 23. Can you generate absence quotas? 24. What is the schema TQTA used for? 25. What ways are there of entering information for Controlling when recording time data in the Time Management Infotypes? 9. Reporting in Human Resources Management 1. Which reporting tools are available in Human Resources Management? 2. Is the Business Information Warehouse part of the SAP R/3 system? 3. What is HIS? 4. Where do you find standard reports in HR? 5. Can you also evaluate cross-client data with standard reports? 6. Can customer-specific reports be incorporated in the Managers Desktop? 7. What is a logical database used for? 8. Which logical databases exist in HR? 9. What is a user group, what is an infoset and how are the two related? 10. What is a field group? Give examples from HR. 11. What are selection and output fields? 12. What can an Ad Hoc Query be used for? 13. What are the steps for configuring an SAP Query? 14. What are payroll Infotypes used for?

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E-Recruitment Configuration Guide

Contents
Contents:..........................................................................................................1 Organizational Management.................................................................................1

OVERALL ORGANISATION STRUCTURE ........................................................3 PERSONAL DATA .....................................................................................20

Family/Related Person (Infotype 0021)................................................................22 Addresses (Infotype 0006) ................................................................................23 Identification (Infotype 0185).............................................................................24 Contract Elements (Infotype 0016).....................................................................25 Monitoring of Task (Infotype 0019).....................................................................26 Education (Infotype 0022).................................................................................29 Other/Previous Employers (Infotype 0023)...........................................................31 Communication (Infotype 0105).........................................................................33 Actions............................................................................................................35

Contractual and Corporate Agreements.......................................................25 Evaluation Basis......................................................................................26 Employee Qualifications............................................................................29 Communication.......................................................................................33 Customizing procedures ...........................................................................35 Workforce Requirements and Advertising....................................................48 Applicant Administration...........................................................................51 Applicant Selection...................................................................................55 Public Holiday Calendar.............................................................................65 Work Schedules.......................................................................................71

Applicant Structure...........................................................................................52 Applicant Activities............................................................................................55 Create Public Holiday Calendar...........................................................................65 Assign Public Holiday Calendars to Locations........................................................70 Personnel Subarea Groupings.............................................................................71 Daily Work Schedules........................................................................................73 Period Work Schedules......................................................................................75 Work Schedule Rules and Work Schedules...........................................................78 Planned Working Time.......................................................................................82 Absence Catalog ..............................................................................................84 Absence Counting.............................................................................................88

Time Data Recording and Administration.....................................................84 Managing Time Accounts Using Attendance/Absence Quotas..........................96 SCOPE OF THE DOCUMENT...............................................................106 1.1 Payroll Module Configuration Scope......................................................106 Pay Scale Type......................................................................................113 Pay Scale Area.......................................................................................114

Setting Groupings for Time Quotas .....................................................................96 Time Quota Types ............................................................................................98

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Assign Pay Scale Structure to Enterprise Structure.....................................114 WAGE TYPE STRUCTURE...................................................................118 Wage types for Basic Pay Infotype (0008) ................................................118
Create / Copy wage types................................................................................118 Check Wage Type Text.....................................................................................119 Check Entry Permissibility per Infotype..............................................................120 Employee Sub Group Grouping For Primary Wage Types......................................120 Wage Type Permissibility..................................................................................121 Check Wage Type Characteristics......................................................................122 Valuation of Wagetypes ...................................................................................124 Create/Copy Wagetypes ..................................................................................125 Permissibility of Wage Types for Infotype 0014...................................................126

Wagetypes for Infotype 0014...................................................................125 Wage types for Infotype 0015..................................................................128 Assign Pay Scale Groupings for Allowances................................................131 Maintain Default Wage Types for Basic Pay................................................132 Assign Wage type Model for Pay Scale Grouping For Allowances ..................133 Eligibility for RAPs .................................................................................134 Maintain Salary Year and Period End Treatment of RAP................................135 COMPANY LOANS............................................................................136 Activate Calculation................................................................................136 Adjust Value Date..................................................................................136 Master Data..........................................................................................137
Maintain Loan Types.......................................................................................137 Create / Copy Wage Types...............................................................................128 Permissibility of Wage Types for Infotype 0015...................................................129

HOUSING........................................................................................138 Define Accommodation Types..................................................................138 CAR AND CONVEYANCE....................................................................139 Define Conveyance Types........................................................................139 Define Amounts & Numbers for Car Schemes.............................................139 Eligibility Criteria for Conveyance Allowance..............................................143 PROFESSIONAL TAX.........................................................................148 Define Professional Tax Grouping Details ................................................148 Assign PTax Groupings for PA and PSA ....................................................149 Assign Amounts for Professional Deduction ..............................................149 Method and Form Layout for PTax Groupings.............................................150 INCOME TAX....................................................................................151 Basic Settings........................................................................................151
Personnel Area and Subarea Groupings for Income Tax........................................151 Assign Tax Groupings for Personnel Areas and Sub areas.....................................152 Maintain Feature to Return Employer Income Tax Related Data.............................153 Details of Section 80 and Section 80 C...............................................................153 Details of Section 80C......................................................................................155 Define Tax Codes............................................................................................156 Assign tax Code limits to Wage Types................................................................157

Third party Deductions...........................................................................153 Tax liability on Reimbursements, Allowances and Perks .............................156 PAYROLL SCHEMA AND PERSONNEL CALCULATION RULES..................158 Payroll Schema.....................................................................................158 381

Personnel calculation Rules.....................................................................169 PAYROLL ORGANISATION.................................................................173 Period Parameters..................................................................................173 Date Modifiers.......................................................................................173 Generate Payroll Periods ........................................................................174 ABAP DEVELOPMENTS.....................................................................177 Human Resources Travel Management Configuration Scope......................229 Define Trip Number Ranges.....................................................................229 Define Control parameter for Travel Expenses............................................230 Define Control parameter for Travel Data..................................................232
Define Trip Areas............................................................................................232 .....................................................................................................................233 Define Trip Activity Types .............................................................................233 You have to define the various Trip Reasons in this activity..................................233 Define Trip Provision Variant.............................................................................230 Define Global Settings.....................................................................................231

Travel Expense Types.............................................................................233


Create Travel Expense Types for Individual Receipts............................................233

Dialog and Travel Expenses Control..........................................................235

Travel Expenses Control..........................................................................239 Wage Types for Interfaces.......................................................................240 Transfer to Accounting............................................................................241


Number Ranges for Posting Runs .....................................................................241 You have to provide number ranges for posting run for transfer to accounting........241 Number Ranges for Trip transfer documents ......................................................242 You have to define the number range interval for the internal assignment of trip transfer document............................................................................................242 Assignment of Wage Type to Symbolic Account ..................................................242 You have to provide a symbolic account to each wage type for transfer to accounting ......................................................................................................................242 Conversion of Symbolic Account to Expense Account ..........................................243 You have to provide a symbolic account to actual expense GL and Employee Account for transfer to accounting..................................................................................243 .....................................................................................................................244 Assign Wage Types to Travel Expense Types for Indiv. Receipts ...........................240 Here in this activity we assign wage type to the expense type..............................240

Define Schema and Individual Field Control........................................................235 You have to define the screen layout for the various Trip Provision Variant in this activity...........................................................................................................235 Restrict travel expense types for Trip Schemas...................................................236 1.1.1 Travel Management Travel Expenses Dialog and Travel Expenses Control Dialog Control Restrict travel expense types for Trip Schemas.............................236 Field Control for Additional Receipt Information ..................................................236 You define the field status of the additional receipt .............................................236 Setup variable layout for Account assignment objects..........................................238 .....................................................................................................................239

SCOPE OF THE DOCUMENT...............................................................245 SETTINGS FOR ALL USER INTERFACES...............................................246 Create Authorizations for data entry profiles..............................................246 Use......................................................................................................246 Procedure.............................................................................................246 382

Result...................................................................................................246 SPECIFIC SETTINGS FOR CATS REGULAR...........................................246 Setup data entry profiles.........................................................................246 Use......................................................................................................246 Procedure.............................................................................................246 Result...................................................................................................247 SPECIFIC SETTINGS FOR CATS REGULAR...........................................249 Define Field Selection.............................................................................249 Use......................................................................................................249 Procedure.............................................................................................249 Result...................................................................................................250 TIME DATA RECORDING & ADMINISTRATION......................................253 Define Attendance types.........................................................................253 Use......................................................................................................253 Procedure.............................................................................................253 Result...................................................................................................253 Group employee subgroups for time quotas...............................................254 Use......................................................................................................254 Procedure.............................................................................................254 Result...................................................................................................254 Group Personnel subareas for time quotas.................................................255 Use......................................................................................................255 Procedure............................................................................................255 Result...................................................................................................255 Define Counting Rules.............................................................................256 Use......................................................................................................256 Procedure............................................................................................256 Result...................................................................................................256 Assign Counting Rules to Attendance types................................................258 Use......................................................................................................258 Procedure............................................................................................258 Result...................................................................................................258 Select Allowed Absence types..................................................................258 Use......................................................................................................258 Procedure.............................................................................................258 Result...................................................................................................259 Define rejection Reasons.........................................................................259 Use......................................................................................................259 Procedure.............................................................................................259 Result...................................................................................................260
Training and Event Management.......................................................................260

CONFIGURATION STEPS:..................................................................284 Interface Configuration for Webdynpro Interface in Travel Management:.......284 Features Used for Travel (For ESS):..........................................................287 BACKGROUND ......................................................................................289 Scenario: Employee Self Service.............................................................289 Process Group: Process on ESS................................................................289
Whos Who.....................................................................................................289

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Personal Information.......................................................................................290 Training and Event Management.......................................................................291 Travel Management.........................................................................................292 Payroll and Payments......................................................................................294 Time & Leave Management...............................................................................295 Appraisal System............................................................................................296 1.1.2 1. System Prerequisites............................................................................385 1.1.3 . User Administration................................................................................387 1.1.4 3. Business Partner Configuration..............................................................393 1.1.5 4. Workflow Configuration.........................................................................403 1.1.6 5. Search Engine Configuration..................................................................409 1.1.7 5. Periodic services..................................................................................420 1.1.8 6. SAP ECC Integration.............................................................................423 1.1.9 7. Basic Settings......................................................................................427 1.1.10 8. Talent Warehouse...............................................................................434 1.1.11 9. Applicant Tracking..............................................................................459 1.1.12 10. Requisition Management ...................................................................475 1.1.13 11. Additional Tools ..............................................................................481 1.1.14 12. ICM (Internet Communication Manager) Tasks.....................................484

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1.1.2

1. System Prerequisites

1.1.

Required Components

Software Component ERECRUIT 604 SAP NetWeaver 7.0, Enhancement Package 1 o Enterprise Portal o TREX 7.00.48.00 or higher. Alternately, TREX 7.10 can be used from EhP4 onwards. TREX 7.10 does not support Oracle platform, supports only Linux and Windows based

systems.

o ADS (Adobe Document Server) for certain functionality such as data Overviews o SAP NetWeaver Virus Scan Interface (NW-VSI) compatible software, optional o Adobe Forms 8.1
1.2. ERP 6.0 EhP4 (Manager Involvement) Latest versions of ERecruiting

Install Enhancement Package 4, Activate Business Function HCM, SAP E-Recruiting 2 - HCM_ERC_CI_2 (Transaction SWF5). Pre-requisite for business function HCM_ERC_CI_2:

1. Activate business function HCM, SAP E-Recruiting 1- HCM_ERC_CI_1 2. Activate business function HCM, SAP E-Recruiting Search Functions 1 - HCM_ERC_SES_1

1.3.

Portal Content for SAP EhP4 for SAP ERP 6.0

Business Package Name BP for Recruiter

Software Component Version BP ERP RECRUITER 1.40

Role Recruiter E-Recruiting

BP for E-Recruiting Admin. BP ERP RECRUITING ADMIN 1.40 Administrator

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To install portal content (Business Packages) for E-Recruiting, you must install the following product instances and software components. Product instance SAP NW - EP Core is required as a basis. As part of SAP ERP 6.0 SAP NW EP Core based on SAP NetWeaver 7.0 Usage Type Application Server Java. As of enhancement package 4 for SAP ERP, the usage type is available on enhancement package 1 for SAP NetWeaver.

Always refer to the latest version of the Master Guide - SAP enhancement package 4 for SAP ERP 6.0 which contains important information about the installation sequence and the components to be installed. It links to all other documents that are required for the implementation of a specific scenario. (http://service.sap.com/erp-inst)

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1.1.3
IMG Path

. User Administration
: SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration

Description: This IMG activity is used for creation and maintenance of ERecruiting specific users, roles and User categories. The logical sequence is Creation of authorization profiles/roles Creation of ERecruiting specific special users Assignment of authorization profiles to reference users Assignment of reference users to each ERecruiting end user in SU01. Optionally, grouping the internal end users in user categories.

2.1. Creation of Authorisation Profiles

IMG Path Profiles

: SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration -> Create User

Transaction: PFCG

All ERecruiting specific standard roles have prefix as SAP_RCF. Copy the standard roles provided by SAP to custom roles. This is done to keep the standard roles untouched and refer at a later stage in case of issues in the custom roles.

We have configured the roles with prefix as ZER.

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We are using roles ZER_RECRUITER_EHP4 and ZER_BUSINESS_ADMIN_EHP4 for recruiter and administrator respectively instead of roles ZER_BUSINESS_ADMINISTRATOR and ZER_RECRUITER which become obsolete on activation of WebDynpro versions in EhP4. 2.2. Creation of Special users IMG Path Users : SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration -> Create Special

Transaction: SU01 Users can be grouped in 3 categories: 1. Reference users 2. Communication Users 3. Service Users 4. System users Reference users are used as templates for assigning security authorizations. They are not dialog users but are assigned to dialog users. The dialog users inherit all authorizations of the assigned reference user. Communication users are used for remote communication between 2 systems. These are not dialog users and must be used purely for communication purposes in the system. In ERecruiting framework, communication users are used for connecting ERecruiting system and the Content Server. Service Users enables system access for unnamed users. In e-recruiting these are used for unregistered candidates (e.g., RCF_UNREG). Certain BSP/Webdynpro services are accessible to candidates who are not registered applicants. For such services, the service user RCF_UNREG is assigned against username in transaction SICF. This eliminates the need to key in username password when the service is instantiated on the internet. System Users System users are required during the execution of specific SAP processes. ERecruiting requires system users in the form of workflow user WF-BATCH. All background workflow tasks are executed using the WF-BATCH id.

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Special users do not exist in the standard system. They need to be created. Reference User RCF_ADMIN RCF_CONTENT RCF_CAND_EXT RCF_CAND_INT RCF_MANAGER RCF_RECRUIT RCF_REQUEST RCF_TC RCF_UNREG User Type Reference Communication Reference Reference Reference Reference Reference Reference Service Role to be assigned ZER_BUSINESS_ADMIN_EHP4 ZER_CONTENT_SERVER ZER_EXTERNAL_CANDIDATE ZER_INTERNAL_CANDIDATE ZER_MANAGER ZER_RECRUITER_EHP4 ZER_REQUISITION_REQUESTER ZER_TALENT_CONSULTANT Role Description Administrator Access to Search Engine External Candidate Internal Candidate Manager Recruiter Requester (not used) Talent Consultant (not used)

ZER_UNREGISTERED_CANDIDATE Unregistered Candidate

Creation of Sample Reference User RCF_CAND_INT is shown below: Go to SU01, enter RCF_CAND_INT in User field and click the New icon.

Enter the required details.

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Select the User Type as Reference. Also enter the password. For reference users, once the password is set, it shows a Deactivated status as shown below:

Assign the custom internal candidate role created in the above step.

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Similarly, create other reference users. 2.3. Define Roles in ERecruiting IMG Path Users : SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration -> Create Special

View: T77RCF_ROLE Here we map the special users against the user categories to be used.

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The reference users need to have exactly same name as above. In case of a requirement which demands a different reference username, the names in the Reference User column should be updated accordingly.

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1.1.4

3. Business Partner Configuration

The component SAP Business Partner enables you to create and manage business partners centrally. You can create a business partner in different business partner roles, and during the course of the business relationship the business partner can assume other business partner roles. No new data has to be created each time, meaning that redundant data creation and retention is avoided, and there can be no inconsistencies. In E-Recruiting, the Business Partner concept is used for maintaining personal data of all entities involved (candidates -> employees -> candidates) and for the addresses of the various branches of your company.

IMG Path: SPRO -> IMG ->Cross Application Components -> SAP Business Partner

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3.1. Define Business Partner Roles IMG Path Basic : SPRO -> Cross-Application Components -> SAP Business Partner -> Business Partner -> Settings -> Business Partner Roles -> Define BP Roles View Cluster: BUPA_TB003 Description : In this IMG activity, you define business partner roles and its attributes. These attributes show effect in transaction BP used for business partner maintenance.

The roles that need to be configured are: 1. BUP003 2. RCFAGY 3. RCFBRA 4. RCFVEN

BUP003

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To configure, choose the row and click on the detail icon The fields that need to be entered for each role are: 1. BP Role Cat. 2. Std. Assignment BP Role > BP Role Cat. 3. BP View

The values in these fields should be: 1. BP Role Cat. Same as BP Role (in this case, BUP003) 2. Std. Assignment BP Role > BP Role Cat. Should be Checked. 3. BP View - Same as BP Role

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Follow the same procedure for remaining business partner roles. 3.2. Define Number Ranges for Business Partners IMG Path : SPRO -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Number Ranges and Groupings -> Define Number Ranges Transaction: BUCF Description : Here, you maintain the number ranges for business partners. Two number ranges, one each for internal and external number range should be defined. The external number range is required for business partners transferred from external systems. No changes are required here. We are using the SAP delivered standard settings.

Ensure that the current number is set to 0.

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3.3. Define Groupings and Assign Number Ranges IMG Path : SPRO -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Number Ranges and Groups -> Define Groupings and Assign Number Ranges. View : V_TB001

Description: The number range grouping determines the number range to be used during business partner number generation.

Standard SAP delivered settings are used. No changes required. 3.4. Address Determination IMG Path: SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Address Determination Description: Address determination describes the procedure with which the system identifies the business partner address that is used in a particular business transaction.

The following steps are carried out consecutively until an address is found: 1. If there is a fixed address for a particular object (e.g. contract account in FI-CA) and this address still exists, it is used. 2. If an address type is assigned to the BP role in the implementation guide (IMG), and at least one address usage for it has been created, the standard usage for this address type will be used. 3. In all other cases, the standard address of the business partner is used.

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Define Transactions XXDFLT is the standard SAP delivered entry. No changes are required.

Define Address Types: XXDEFAULT is the standard SAP delivered entry. No changes are required.

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Assign Transaction to Address Type: Assign the address type XXDEFAULT to transaction XXDFLT.

3.5. Forms of Address IMG Path : SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Forms of Address. View : V_TSAD3

Description: In this node, you maintain the forms of address for business partners.

These entries should be in line with the forms-of-address of Personnel Administration. 3.6. Data Origin IMG Path : SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Data Origin View : V_TB005

Description: The data origin type determines how the business partner data comes into the system.

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Add the entry 0004 as shown below:

3.7. Name Formatting Rules IMG Path : SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner -> Persons -> Maintain Name Formatting Rules View Cluster: NAMEFORMAT Description : For business partners that belong to the category 'natural persons' the name components are stored in several different fields. Country-specific rules can be applied to format the name components. If you do not state any specific rule, the standard setting applies.

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We will be using Country IN and Format as 01.

The components of this name format are organized as <Form of address> <first name> <middle initial> <last name>

Position should be in numeric integers. The order given in the "Position" determines how the name of the business partner (candidate) will be concatenated in the system.

NOTE: 1. This transaction also should be done in both the HR and the E Recruitment systems, in separate instance scenario.

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3.8. Marital Status IMG Path: SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner -> Persons -> Marital Statuses -> Maintain Marital Status View : TB027

Description: Here you maintain the marital statuses for business partners

This completes the E Recruitment related configuration of Business Partners

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1.1.5

4. Workflow Configuration

4.1. Workflow Auto-Customizing Transaction: SWU3 Description : The activities performed in this transaction must be executed so that workflows can be executed. It provides a runtime environment to all workflows in the client. Important: The user performing auto-customizing must have SAP_ALL authorizations and must belong to SUPER user group.

Click Configure RFC Destination and click

The user WF-BATCH, if does not exist, is auto created with same authorizations as the current user. Enter the password and click . Generate.

Now, click the main node in the tree Maintain Runtime Environment and click The tree now appears as below:

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To activate individual nodes, click on the node and press

Similarly, execute all the nodes. Finally the status should be as follows:

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The node Check Entries from HR Control Tables will initially show the following error.

To eliminate the errors, execute the report RHSOBJCH. Execution of the report will yield following kind of output.

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Select all the entries and click Adjust. Exit the report and try re-executing it. Output should look as below:

Now refresh/execute the Check Entries from HR Control Tables node in SWU3. It should have against it. 4.2. Activate Event Linkages

IMG Path

: SAP E-Recruiting -> Technical Settings -> Workflow

Description: This node lists all the ERecruiting workflows that can be activated and used. Activation of these workflows is optional and should be strictly need basis.

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Activation Procedure: To activate the workflow for Candidates request to delete Registration, execute the node Workflow after Candidates Request to Delete Registration.

Click Activate event linking.

Click the Detail View icon under the Details column.

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Check mark Event linkage activated, if unchecked and Save.

The event linkage overview screen shows the activation status of the workflow indicated by green icon Activated. Activate all other required workflows in a similar manner.

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1.1.6

5. Search Engine Configuration


1. Full Text Search 2. Attribute based search

The Search Engine in ERecruiting contains 2 main sub-divisions:

In general, we differentiate between 3 search types: 1.1. Full-text search for documents 1.2. Full-text search for objects 2.1. Attribute based search for objects For documents (for example, the creation of a candidate), the data is unstructured. For unstructured data, a KPRO index is used. KPRO index is accessible from transaction SKPR07. For objects, the data is structured. In other words, the data from the infotypes of the HR objects to be indexed is extracted and transferred to the SES framework. In TREX, an SES object index exists for each business object. The SES indexes can either be accessed from SPRO IMG or using transaction SES_ADMIN. If you perform a full-text search, the system always performs a full-text search for objects. At the same time, the system performs a full-text search for documents - if there are attachments and you want to search for them too. During the Attribute-based search, the system only searches for objects.

5.1. Set up Indices of SES Object IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Set up Indices of SES Object Transaction: SES_ADMIN This step focuses on Attribute based Search for Objects. The standard system contains the following objects. Business object ERC_CAND Short description SES business object Candidate

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ERC_CDCY ERC_REQ EXT_POST INT_POER

SES business object Candidacy SES business object Requisition SES business object External Publication SES business object Internal Publication

This node starts the transaction SES_ADMIN. Initially there will be no indexes created.

Index can be created using the menu item: Index -> Create/Activate Indexes

A dialog box with existing indexable objects pops up. Select the relevant object and continue. It should be noted that the objects should be selected one at a time, not multiple entries simultaneously. We select object EXT_POST of object type NC.

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The index as shown below has been created for object NC.

This index should be created for other object types also. Below is the complete sequence of steps to be followed. 1. 2. 3. 4. 5. Create the object index for EXT_POST/NC. Create the object index for INT_POER/NC. Create the object index for ERC_REQ/NB. Create the object index for AES_DOC/00000100. Create the object index for ERC_CAND/NA. When you create this index, the system issues an error message since you still cannot create the join index. Ignore this message. 6. Create the object index for ERC_CDCY/NE. When you create this index, the system creates the corresponding relation index. 7. Create the relation index for ERC_CAND/NA. Now the indexes are created but documents are yet to be indexed. For indexing the documents, we have to start the full indexing for each of the indexes which will physically send the documents corresponding to each object for indexing. But before that we have to execute program RCF_SES_JOIN_INDEX_CREATE. You can use this program to add further information to the join indexes. Join indexes contain Meta information about the relationships between business objects. This program should always be executed when you delete or re-create one or several indexes.

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Once the join index is created we should perform the full indexing for all the ERecruiting specific objects.

Select the objects in the same sequence in which they were created and click Index Immediately. In the pop-up that follows, select Full (full indexing) only for the first run of indexing. Every subsequent time, Delta (delta indexing) should be used. Full indexing indexes all the documents corresponding to the selected object. Delta indexing selects only the new documents since last run for indexing. Although, selecting Full indexing for subsequent runs would do harm to the system, when the number and size of documents on the content server increase full indexing would definitely take longer time for execution and may put load on the system

When indexing is in progress, the program shows Active status.

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The status is Completed once the indexing is done.

Once the status displayed is Active for all the indexes created, Attribute based search for objects can be successfully performed from the portal. The SES object based search can be tested using program COM_SE_SEARCH_IIF_TEST. You may face a situation in future where the index becomes corrupt or the indexing accidently stops working due to some hardware or compatibility related issues. In such situations, you may be required to delete one or more existing indexes. Index can be deleted using menu path: Index -> Delete Index.

Click Yes on the pop-up that follows. This will delete the respective index. You can then re-create it.

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5.2. Set up Access to Documents IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Set Up Access to Documents Transaction: SICF In this Customizing activity, you set up access to the CONTENTSERVER service of the SAP ERecruiting system. This enables users to access documents of the document area HR_KW (Document Storage for HR Objects). Attachments, search profiles, and so on, are stored in this document repository. NOTE: KPro Search/Free Text Search to be accessed using transaction SKPR07 configuration starts at this point.

This service, if deactivated, should be activated by right clicking the node and clicking Activate Service. 5.3. Initialize KPRO Directory IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Initialize KPro Directory Structure for SAP E-Recruiting This node simply executes a program that does the necessary initializations w.r.t. KPro. Care should be taken that during the execution of this program, the RCF_PERIODIC_SERVICES program is not being executed. 5.4. Activate Indexing IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Activate Indexing View: V_SDOKIDSP

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Here, you select the document area HR_KW for KPRO indexing by checking the Index release checkbox. Indexing is required to enable the search engine to search the search profiles. The column Search Srv should contain the search server relation Id which will be created in the next step. We have created EREC as the search server relation. Note: HR_KW is the Document storage for HR objects. 5.5. Check Settings

IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Check Settings Transaction: SKPR07

This transaction is used for creating TREX KPro index to be used for free-text-based search. KPro index creation consists of following steps: 1. Search Server Relation creation 2. Index Category creation 3. Trigger indexing.

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Search Server relation creation: IMG Path Monitor : SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Check Settings -> SSR

Transaction: SRMO Description : The SSR is created to connect KPro and TREX search engine using RFC connection. We specify the search engine type and name of the RFC connection.

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Click on the Create SSR button to create Search Server Relation.

Enter required name for SSR identification and click Create SSR.

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DRFUZZY is the search Engine to be used by ERecruiting. Standard recommendation. TREX_Q50 is the RFC Connection created in SM59 connecting SAP backend (KPro) with TREX engine. The newly created SSR is now visible in the list of SSRs. To set this SSR as default select the entry and click Set SSR as default.

Index Category Creation and Document Indexing: IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Check Settings

Transaction: SKPR07 The index category can be created from the section Mass Actions of transaction SKPR07. Uncheck Limited to selected language indicator. Select Document Area indexing area Create Index category by clicking Re-Index button. This will create a unique index category which can be viewed by F4 on Index Category field.

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The index category in F4 list looks as below.

Once the index category has been created, the documents can now be sent for indexing. The Index/De-index section of SKPR07 can be used for document indexing.

Trigger Process will index the documents in the foreground. However, indexing needs to be scheduled on a periodic basis. Program RCF_PERIODICAL_SERVICES can be scheduled for indexing. Status of document indexing can be viewed from transaction TREX_ADMIN.

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1.1.7

5. Periodic services

5.1. Define Periodic Services

Here, you specify services in the system that can be performed periodically. To do so, you assign each service a class containing instructions on how to perform the service.

A range of periodic services are delivered in the standard system that are required for the search within E-Recruiting. The search engine TREX (Text Retrieval and Information Extraction) does not search using the operational data, but rather using search profiles. These are an extract of the operational data. To keep the database up-to-date for the search, the search profiles must be updated periodically. For the same reason, the documents that are included for the full-text search and the search profiles must be indexed from time to time and communicated to the search engine TREX. This indexing is performed by TREX and is prepared and activated using the service INDEX_DOCUMENTS.

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.2. Activate Periodic Services Here you activate the relevant periodic services for each client from the available list of periodic services. Errors that occur while performing a service are written to the application log and can be analyzed by the administrator.

5.3. Determine Rules from Periodic Services In this activity, you set up attributes that influence a periodic service according to your requirements. For Example: When a candidate decides to De-register or when the requisition status is set to To be deleted, these objects are not permanently deleted but are stored in database buffer for specific period. This time period is determined by the field Attribute Value in the below table.

5.4. Schedule Background Process for Periodic Services Schedule the report RCF_PERIODICAL_SERVICES as a periodic background process. This report automatically executes the services specified in Active Periodic Services table as specified above. Choose a period between 10 and 30 minutes to ensure the search results are up-to-date 5.5. BADIs Activation BAdi: HRALE00SPLIT_INBOUND Implementation: HR_INB_PROCESS_IDOC.

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The BAdI must be implemented for SAP E-Recruiting so that the data of the Person object (object type P) may be used exclusively in the E-Recruiting application. This BAdi is executed during ALE transfer when the data from IDoc needs to be used for modulespecific conversions or processing. BAdi: HRALE00INBOUND_IDOC. Implementation: HRRCF00_DELETE_SPREL. This BAdi deletes all S-P relationships between positions and persons from the inbound IDocs. NOTE: Both the BAdi must be active and implemented in the ALE destination client/server i.e. the Target system of the IDoc.

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1.1.8

6. SAP ECC Integration

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> SAP ERP Central Component (ECC) Integration Description: This IMG node describes the activities to be performed in HR and ERecruiting systems under various system scenarios i.e. HR and ERecruiting are on same instance HR and ERecruiting are on separate instances. We have HR and Recruitment both on same instance.

The HR system is the main system for the following employee data. The data of an employee is processed using Personnel Management (personnel actions, master data). Changes to the data in the following infotypes are then reconciled with SAP E-Recruiting. Actions (0000) Organizational Assignment (0001) Personal Data (0002) Addresses (0006) Communication (0105) Qualifications (1001, subtype 032)

Data Reconciliation between HR Master Data and ERecruiting Data Initial Data Conversion (One time activity) Every user of the ERecruiting system, internal or external, has the Candidate object NA associated to it. The NA object is connected to Business partner object BP via, Central Person object CP.

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To get access to ERecruitment specific applications, services and to work on ERecruitment portal without errors, HR Master Data needs to be integrated with Business Partner data i.e., each internal user has to be translated in terms of ERecruiting objects. Report HRALXSYNC is used for the initial data conversion. Pre-requisite Maintain the following entry in table T77S0. GRPID SEMID GSVAL TEXT HRALX OBPON ON Integraion O-BP Active This report enables you to run a consistency check for the integration of HR Master Data and Business Partner data. If not all data exists for the business partner, you can first synchronize data. When synchronization is run for organizational units, the basic data (name, description) and the address data is included; When synchronization is run for central persons, bank information is included in addition to the basic data and address data.

You can restrict the employees to be synchronized based on various selection criteria as shown above. We are using Central Person object for synchronization. Execution of the program will display the status of data updating.

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Green Signal Business Partner data is consistent with HR object data. Yellow Signal Business Partner exists but data is not consistent with HR object data. Red Signal Business Partner does not exist or data is incomplete. In case the record as shown above shows status in Yellow or Red, select the entry as shown below and click Start Repair.

The program then tries to correct the error and if unsuccessful, displays the error or if successful shows either a warning or no message.

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This process has to be done for all employees or central persons once initially. Refer the following section for auto data synchronization of newly hired employees and changes to existing employees to be replicated in business partner tables on a continual basis. Synchronous Data Conversion (Subsequent Data Update) With the synchronization, the data is written automatically to SAP E-Recruiting after changes have been made using HR standard transactions (for example, PA30, PA40, maintaining the qualification profile). Activate the following Business Add-ins for activating synchronous data conversion. BAdI Definition Name = HRSYNC_P BAdI implementation = CONV_HR_DATA_TO_EREC Description: Conversion of Employee's HR Data in E-Recruiting. The BADI is executed every time changes are done to HR master data using PA30, PA40 or other master data transactions. BAdI Definition Name = HRBAS00INFTY BAdI implementation = HRRCF00_STORE_HRQUAL Description: Updating of HR Qualifications in E-Recruiting Infotype 5105

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1.1.9
IMG Path

7. Basic Settings
: SPRO -> SAP E-Recruiting -> Basic Settings -> Determine Languages Available

7.1. Determine Languages Available

Description: Here you specify which languages are supported in SAP E-Recruiting. You can perform searches only in the languages stored here. You can save attachments in these languages only. You can enter texts in questions and questionnaires in these languages only. A separate tab page is available for each language to enter the texts. You can enter job postings in these languages only. A tab page is available for each language to enter texts.

7.2. Define Enterprise Structure IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure

Description: Here you define the companies, the branches for the companies and assign the branches to the company. 7.2.1. Define Company IMG Path Table : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure -> Define Company : T77RCF_COMPANY

Description: In this Customizing activity, you define the individual independent companies in your business concern. You can differentiate your application processes on the basis of the companies. This enables different companies to integrate forms for correspondence activities, for example.

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7.2.2. Define Branches IMG Path Branches : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure -> Define and Assign

To Companies Transaction: BP Description : A branch can be defined by creating a business partner with role as RCFAGY i.e. Agency.

7.2.2. Assign Branches to Companies IMG Path Branches : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure -> Define and Assign To Companies Transaction: V77RCFBRANCHCOMP Description : Here you assign the branches created in the above step to Holding companies.

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7.2.

Attachment Types

7.2.1. Define Attachment Types IMG Path Types Table : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> Define Attachment : T77RCF_ATTTYPE_T

Description: Define the attachment types that should be available in ERecruiting. Attachment types specify the thematic content of attachments, for example resume, job posting, reference.

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7.2.2. Determine Use of Attachment Types IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> Determine Use of Attachment Types View : V_7RCF_ATTTYPE_U

Description: Determine which attachment types are possible for an HR object type. For example, attachment type Resume is possible for Candidate (NA) object type in the Resume area or subtype. Attachment Sub-types specify the various areas on the UI from where attachments can be uploaded for the selected object.

7.2.3. BAdi: Upload documents IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> BAdi: Upload Documents BAdi Name : HRRCF00_DOC_UPLOAD Description: This BAdi can be used to incorporate custom checks during document upload as attachments. 7.2.4. Identify Attachment Type as Resume IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> Identify attachment type as Resume

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View

: V77RCF_ATTTYPE_U

Description: Specifies whether documents of this attachment type are resumes. Documents can be classified as Resumes or formatted Resumes. Identify as Resume the attachment type to which resumes are uploaded that were created by the candidates themselves. Identify as Formatted Resume the attachment type to which resumes are uploaded that were created by a vendor using Resume Parsing.

7.2.5. BAdi: Filter for Attachments for Data Overviews IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> BAdi: Filter for attachments for Data Overviews BAdi Name : HRRCF00_DATAOVR_ATTACHMENTS Description: Every Data Overview application in ERecruiting has an Attachments table at the bottom of the page with link to attachments as table elements. You can use this BAdi to restrict the display of links to attachments on the user interface for data overviews for SAP E-Recruiting objects. In this way, you can make certain attachments inaccessible for specific users. By default, the system displays links to all attachments that are linked with the relevant HR object. 7.3. Status Reasons 7.3.1. Define Status Reasons IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Status Reasons -> Define Status Reasons Table : T77RCF_RSNCODE_T

Description: Users assign status reasons to an object when they make a status change. Status reasons describe why a certain status is set.

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Status Reasons are assigned to Object Statuses. 7.3.2. Assign Status Reasons to Statuses in Recruitment

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Status Reasons -> Assign Status Reasons to Statuses in Recruitment Table : T77RCF_RSNCODE_T

Description: The status reasons are assigned possible statuses of required objects.

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1.1.10 8. Talent Warehouse


IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse Description: This IMG node is concerned with maintaining all candidate related data required by the recruiting organization.

8.1. Maintain Candidate Qualifications IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications Description: Qualifications refer to the competency dictionary defined within the organization. The qualification catalog is actually created as a part of Organization Management and can be used here to give the applicants the option of selecting their strengths as a tool for self assessment. 8.1.1. Define Views for Qualifications catalog IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Define Views for Qualification catalog Table : V_T77QC_VIEW_ID

Description: Standard setting. Use SAP_ERECRUITING view.

8.1.2. Restrict View of Qualifications catalog IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Restrict Views of Qualification catalog Table : V_T77QC_VIEW

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Description: The recruiting organization may have a large number of qualifications/competencies defined for various job types. However it may want only a subset of these qualifications to be exposed to ERecruiting. Restrict views feature will help to achieve this goal. Qualifications are currently not used. The screenshot shown below is for understanding purposes.

8.1.3. Define Scales for Qualifications IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Define Scales for Qualification Transaction: OOSC Description : Scales and scale proficiencies to be used by Qualification catalog are defined here.

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8.1.4. Define Qualifications Catalog IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Define Qualifications catalog Transaction: OOQA Description : Qualification catalog needs to be defined here.

8.2. Work Experience/Desired Employment IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment Description: In this customizing node, you maintain all value lists used in work experience and employment Infotypes. 8.2.1. Define Hierarchy Levels IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Define Hierarchy Levels Table : T77RCF_HIER_T

Description: The hierarchy levels represent the pecking order in your company with relation to professional capabilities and management responsibility.

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8.2.2. Define Work Contract Types IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Define Work Contract types Table : T77RCF_CONTTY_T

Description: Here, you define the different categories of work contracts that your company has with its employees. The work contract type is part of the terms of employment while applying for a job.

8.2.3. Define Industries IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Define Industries Table : T77RCF_INDU_T

Description: Here, you define the industries that are relevant for your recruitment process. This should include industries that exist in your company and industries in which a candidate could have gained work experience.

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8.2.4. Define Functional Areas IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Define Functional Areas Table : T77RCF_FUNC_T

Description: Here, you define the task areas in your company that contribute to the achievement of the corporate goal.

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8.2.5. Define Employment Fractions IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Define Employment Fractions Table : T77RCF_WORKTI_T

Description: Here, you define the employment fractions that exist in the company. In the process, you specify the limit for the number of working hours per week as of which a certain employment fraction exists.

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8.2.6. Salary Ranges IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Salary Ranges Description: Here, you define the currency list to be used for recruitment and corresponding salary ranges. The recruiter/candidate will have to first select 8.2.6.1. Determine Currencies for Salary Ranges

IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Salary Ranges -> Determine currencies for salary ranges Description: The currencies to be maintained in ERecruiting are to be listed here. This will be required to get salary related details from the applicants.

8.2.6.2. Define Salary Ranges IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired Employment -> Salary Ranges -> Define salary ranges View : V_T77RCF_SAL_RNG

Description: Here, you determine the salary ranges for the payment information of the jobs and salary expectations of the candidates for each currency.

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8.3. Education/Training IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training Description: In this IMG node, you configure all education related value lists. 8.3.1. Define Education Types IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training -> Define Education Types Table : T77RCF_EDUTYP_T

Description: Here you specify those education types that you want to use as selection criteria for the candidate search in the talent pool and that a candidate can specify when entering his or her education data.

8.3.2. Define Broad Field of Education

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IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training -> Define Education Types Table : T77RCF_EDUTYP_T

Description: Here, you maintain the various fields of education considered acceptable by your organization.

8.3.3. Define Educational Certificates/Degrees IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training -> Define Educational Certificates/Degrees Table : T77RCF_DEGREE_T

Description: Here, you maintain the education certificates and degrees recognized by your organization.

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8.4. Interest Groups IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Other Features -> Define Interest Groups Table : T77RCF_TGROUP_T

Description: Interest Groups can be used by candidates to associate themselves to specific job types or industry or areas of interest to provide more clarity to internal recruitment team on role desired by candidate. Alternatively, a recruiter can specify in the requisition which interest group is suitable for the open job.

8.5. Communication Channels IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Other Features -> Communication Channels View : V_T77RCF_COM_CHN

Description: In this IMG activity, you define the communication channels that can be used to contact candidates. All channels specified here are available on the applicant contact details UI for data input.

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8.6. Candidate Search IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search Description: Search in ERecruiting is enabled using Search Profiles and Search Templates which are referred to by TREX for text retrieval.

8.6.1. Search Profile 8.6.1.1. Define Search Profile types IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Define Search Profile Types View : V_T77RCF_SPT

Description: In this IMG activity, you define the search profile types that you want to use for the job postings, candidates, requisitions, and assignments (candidacies). Fields from information categories are assigned to a search profile type that serves as a template for creating search profiles for the objects of a specific object type.

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5 Search Profile types are delivered by SAP Standard. These are usually adequate to meet the search needs. No changes are required to the standard entries. 8.6.1.2. IMG Path Define Information Categories : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Define Information Categories View : T77RCF_SPT_IC

Description: Information categories map to individual tables from which information is required to be extracted. Information categories are used to specify the business-specific content of structures. The extraction classes contain the code logic for fetching the data based on search criteria. You create new information categories, for example, in the following cases: You have created your own infotype and a corresponding structure and want to make their fields available for the search. You want to use a different content extraction class to retrieve the information of an information category. The customer namespaces are: information categories Y* and Z*

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8.6.1.3. IMG Path

Assign Languages to a Search Profile Type : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Assign Languages to a Search Profile Type

View

: V_T77RCF_SPT_LAN

Description: In this Customizing activity, you determine for each search profile type the languages in which the search profiles of this search profile type are to be created. You can search for relevant objects only in these languages.

8.6.1.4. IMG Path

Assign Information Category Fields to a Search Profile Type : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Assign Information Category Fields to a Search Profile Type

View

: V_T77RCF_SPT_LAN

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Description: In this IMG activity, you specify which fields from the information categories are included for the creation of search profile type. You can search for only these fields. You also assign the Field type to each field. Field type specifies the type of the field that is assigned to an information category. The type determines how the system can search in the associated field. Free Text: Only Free text search is possible. Entity Values will be derived from tables in a dropdown. Both, Free Text and Entity: Both methods are applicable.

8.6.1.5. IMG Path

Assign Attachment Types to a Search Profile Type : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Assign Attachment Types to a Search Profile Type

View

: V77RCF_SPT_AATYP

Description: In this Customizing activity, you determine for each search profile type which attachment types should be taken into account during the full text search.

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8.6.1.6. IMG Path

Update Search Profile : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Update Search Profile

Transaction: HRRCF_RECREATE_SP Description: This IMG activity enables you to update the search profiles that have been created on the basis of a search profile type. This activity must be performed whenever the user changes the assignment of fields in an information category to a search profile type. Creating search profiles for a large number of objects (candidates, job postings) can take a long time. It is recommended to start the report as a background process if several changes have been done.

8.6.1.7. IMG Path

Update Search Profile : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Profile -> Update Search Profile

Report

: RCF_UPD_DOC_ATTRIB_INDX_FULL

Description: You use this report to correct the search-relevant attributes of the attachments in Knowledge Provider (KPro). 8.6.2. Search Templates Search Templates represent the actual UI elements available on the ERecruiting screens during search.

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In the above screenshot, the highlighted dropdown represents Search Templates. For example, the already selected template above is Candidates Work Experience.

Search Template Elements represent the individual fields within each Search Template. For example, Country/Employer represents search template elements.

8.6.2.1. IMG Path

Define Search Templates : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Define Search Templates

View

: V_T77RCF_SMASK

Description:

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Here, you define the search templates that should be available on the user interface for search purposes. You specify for each search template the search profile type on which it should be based on. In addition, you determine how the search template is displayed on the user interface.

8.6.2.2. IMG Path

Define Search Templates Elements : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Define Search Templates Elements

View

: V_T77RCF_SM_ELEM

Description: Here, you define all the fields on which search should be possible from the web front end. The possible values for element type are: List Box, Multi-line Input field, Display field, Checkbox, Radio button, Date type, Salary Expectations, Job Family Potential, Performance Management. To define a new search template element, a nomenclature should be followed as follows: Z<object>_<information category>_<field name as in table> For example: ZCAND_EDU_EDULEVEL

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8.6.2.3. IMG Path

Assign Search Templates Elements to Search Templates : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Assign Search Templates Elements to Search Templates

View

: V_T77RCF_SM_ASME

Description: In this Customizing activity, you specify which search template elements appear in the search template and in what order.

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In the above screenshot, Search Template Candidates Education consists of 5 Search Template Elements as shown. 8.6.2.4. IMG Path Define Search Templates Groups : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Define Search Template Groups View : T77RCF_SM_GROUPT

Description: In this Customizing activity, you define search template groups. You assign the search templates you require to display a certain search on the user interface to the search template groups. Should any new Search Template groups be required to be defined, they can only be defined in the customer namespace starting with 9*.

8.6.2.5. IMG Path

Assign Search Templates to Search Template Groups : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Assign Search Templates to Search Template Groups

View

: T77RCF_SM_GROUPT

Description: In this Customizing activity, you assign the search templates that should be available on the user interface for the display of a special search to a search template group. At the same time, you determine the order in which the search templates are displayed on the user interface.

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Search in Talent Warehouse group corresponds to the Candidate Search screen. 8.6.2.6. IMG Path Assign Search Template Groups to Search Applications : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Assign Search Template Groups to Search Applications View : V77RCF_SMG_NAVI

Description: In this Customizing activity, you specify which search template groups are used in the different scenarios

Standard settings delivered for the relevant search applications (search template groups) for Recruiting Administrator and Recruiter portal roles:

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CompID of Calling Controller cdcycandsearch

Scenario (Search Template Group) Candidate Search in the context of a requisition or an application group (recruiter)

Search for Requisitions in the context of an external candidacy for cdcyreqsearchexternalpostings recruiters (with external postings or with and without external postings (you can alternate between the two scenarios)) Search for Requisitions in the context of an internal candidacy for cdcyreqsearchinternalpostings recruiters (with internal postings or with and without internal postings (you can alternate between the two scenarios)) trmcandsrch simplesearch_audittrail simplesearch_delcand simplesearch_deregcand quicksearch Search for Candidates in Talent Warehouse for Recruiters Simple Search for internal and external candidates in the context of an audit trail (Recruiting Administrator) Simple Search for external candidates in the context of deletion (Recruiting Administrator) Simple Search for external candidates in the context of deregistration (Recruiting Administrator) Quick Search

Standard settings are delivered for the relevant search applications (search template groups) for the following scenarios that are realized for the Candidate: CompID of Calling Controller EMPLOYEE2POSTING REGISTERED2POSTING UNREGEMPLOYEE2POSTING UNREGISTERED2POSTING Scenario (Search Template Group) Search for Internal Job Postings for Registered Internal Candidates Search for External Job Postings for Registered External Candidates Search for Internal Job Postings for Unregistered Internal Candidates Search for External Job Postings for Unregistered Candidates

With this, the configuration of Search Templates and Groups is complete. The final step is to set up the Search Applications which is an optional step. 8.6.2.7. IMG Path Set Up Search Applications : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search Templates -> Set Up Search Applications View : V77RCF_SRCH_ATTC

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Description: In this Customizing activity, you set the attributes for the search scenarios. In this way, you can determine for different search applications which interface elements they contain and which options for creating search queries are available. SAP delivers the standard entries in table T77RCF_SRCH_ATTR. These entries get overridden by entries from this table.

The various columns have the following meaning: Display Ranking: If this indicator is set, the column displaying the match is shown in the result list. The indicator is relevant only for candidate scenarios. Display Documentation: If this indicator is set, a link to the documentation of the search application is provided on the user interface. The indicator is relevant only for candidate scenarios. Display variants: If this indicator is set, the user can save search variants for later use. Display Maximum Number of Hits: If this indicator is set, the settings for the maximum number of hits are displayed on the user interface. Maximum Number of Hits: This number specifies how many hits are displayed in the hit list. Note: If you do not enter a value, then there are no entries in the hit list. Display Threshold: If this indicator is set, the settings for the match threshold are displayed on the user interface. Threshold: This number specifies by how much a hit must agree with the search criteria for it to be displayed in the hit list. Display Operator: If this indicator is set, operators are available for the recruiter on the user interface of the search application for combining values of the same search template element. In this way, the recruiter can override the standard system behavior. Operator: Contains the operator that dictates the standard system behavior for the recruiter's search applications when combining values of the same search template element. Specify AND or OR to determine the relationship between the criteria.

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8.7. Candidate Services IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services Description : Candidate Services node has been added as a part of EhP4. Two services have been provided: Job Agent Tell-a-Friend 8.7.1. Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job Agent Description: It may happen that the organization may currently not have any openings for the job category or role the applicant is looking out for. In such cases if the applicant wants the company to keep him posted on the job openings that match his role and profile, he will select the role criteria; select the frequency for receiving notifications and save it as a Job Agent. The Job Agent service will then automatically send periodic mailers to the applicant whenever openings satisfying the saved criteria are posted. 8.7.1.1. Define Periodic Services for Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job Agent> Define Periodic services for Job Agent Table : T77RCF_AS_SERV

Description: Standard SAP delivered settings is used. No changes required

8.7.1.2. Specify Rules for Periodic Services of Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job Agent> Specify Rules for Periodic Services of Job Agent Table : T77RCF_AS_SERV

Description: In this IMG activity, you set the attributes that influence a periodic service for the job agent to suit your requirements.

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Periodic service JOB_AGENT JOB_AGENT

Attributes MAX_JOB_AGENTS MAX_POSTINGS

Description Maximum number of job agents that a candidate can create Maximum number of job postings that can be sent by a job agent that was created by a candidate

8.7.1.3. Set Up Background Job for Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job Agent> Set Up Background Job for Job Agent Description: Schedule report RCF_AGENT_SERVICES as a daily background job. Note that this service will not be run if program RCF_PERIODICAL_SERVICES runs simultaneously. For all other services, the RCF_AGENT_SERVICES report can be run simultaneously. 8.8. Tell-a-Friend IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services -> Set up Tell A Friend service Description: This service is available to the external candidate on the Job search screen. Pre-requisite: 1. A service user needs to be assigned to parameter SERVICE_USER in table V77RCF_MDL_PRMC. We have assigned the service user RCF_UNREG for this service. This table can be accessed from IMG path: IMG -> SAP ERecruiting -> Technical Settings ->User Interfaces-> Manager Involvement -> Assign Values to Interface Parameters (WebDynpro ABAP)

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1.1.11 9. Applicant Tracking


IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking Description: Applicant tracking is done by performing a series of Activities. Activities are grouped into Processes and linked to any of the available HR objects. Applicant tracking also forms the basis for Applicant Ranking.

9.1. Assign Scales to Scale Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Assign Scales to Scale Types View : V_T77RCF_SCALES

Description: Applicant tracking involves ranking candidates on the basis of their suitability. Suitability is expressed via customizable ranking scales. Scales need be created and assigned to Scale types. Here, Scale type refers to the scenario in ERecruiting where the ranking functionality can be executed.

Three types of ranking scales are distinguished: Assignment Rating: Expresses how well a candidate suits a requisition. Candidate Classification: Expresses how well a candidate suits the company (independent of requisition assignment) Weighting for Search and Match: This scale type is needed to express how important criteria are in search.

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9.2.

Define Application Source Types and Assign to Application Sources : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Define Application Source Types : V_T77RCF_APPLSTY, V_T77RCF_APPLSRC

IMG Path View

Description: In this IMG activity, you define the application source categories you require when you want to report on where candidates learned about your job postings. In addition, you store an OTR (object text repository) text for each source category. This text is displayed on the user interface together with a free-form text field. Applicants can enter their Source of application in the final step of an application.

Fig 1. Application Source Types

Fig 2. Assign Application Source Types to Application Sources The OTRs can be accessed from transaction SOTR_EDIT.

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9.3. Activities IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities Description: Activities are foundation of Applicant tracking. They are individual steps taken on a candidate. For example: Invite for Interview, Send Offer Notification, Initiate ATO. Activities have a Status. They can either have status Planned or Completed. You can enter a Due Date for activities with status as Planned. Activities have Notes and Attachments. An activity is always assigned to an Object Type.

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9.3.1. Define Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Define Activity Types View : V77RCF_ACT_TYPE

Description: Here you define the activity types that you require for your processes within SAP E-Recruiting. To do so, you assign an Activity Category to each activity type. This controls what data the activity type contains and what system functions can be executed for it. Activity Categories delivered in ERecruiting: Simple Activity Simple Correspondence Qualifying Event Invitation Status Change Data Transfer for new employees Questionnaire

9.3.2. Define Processes IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Define Processes View : T77RCF_ACTPROC_T

Description:

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A Process is a grouping of activities used to structure the applicant tracking process from a business point of view. We can define custom processes and assign existing or custom activities to it.

9.3.3. Assign Processes to Recruitment IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Processes to Recruitment View : V77RCF_PROC2SUB

Description: In this Customizing activity, you assign the processes you want to use to the Recruitment area. In doing so, you use the process groups to define the subarea of Recruitment in which your processes will be used. Processes that are assigned to the Candidate Shortlist subarea focus on processing assignments of candidates to Requisitions or Application Groups. Processes that are assigned to the Talent Relationship Management subarea focus on maintaining relationships with candidates in the Talent Pool. Within a process group, you use the sequential number to specify the order in which the processes are offered for selection on the user interface.

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9.3.4. Assign Activity Types to Recruitment Processes IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Activity Types to Recruitment Processes View : V77RCF_ACT2PROC

Description: In this Customizing activity, you assign Activity Types to Processes in the Recruitment subarea. By doing so, you store the possible activity types that are included in the relevant process.

9.3.5. Assign HR Object Types to Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign HR Object Types to Activity Types View : V77RCF_ACT2OTYPE

Description: You assign HR object types from E-Recruiting to your activity types

It is recommended to assign the activity types as follows Activity Types HR Object

Activity Types for Talent Relationship Management Candidate

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Activity Types for Application Management Activity Types for Selection Process

Application Candidacy

9.3.6. Assign Status to Status-Changing Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Status to StatusChanging Activity Types View : V77RCF_ACT2OTYPE

Description: Here, you assign the possible statuses for each ERecruiting object.

9.3.7. Link Activity Types with Referencing Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Status to StatusChanging Activity Types View : V77RCF_ACT2PROCR

Description: In this Customizing activity, you link activity types of the activity categories Status Change, Qualifying Event, and Questionnaire with activity types of the category Invitation. When the user creates the relevant activity, a suitable linked activity of the category Invitation is then available that the user can use to send the activity.

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9.3.8. Correspondence IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence Description: All the settings related to correspondence activities viz. defining letter templates, changeable sections, assigning forms to activity types, etc are configured in this step.

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9.3.8.1. IMG Path

Adapt User for Correspondence : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> General Settings -> Adapt user for Correspondence

Transaction: SU01 Description: Here, you configure users so that they can send or print correspondences. You must make the following settings: You need to assign a printer to the user (output device field in SU01) so that he or she can print the correspondence. You also need to make this entry for correspondence output by email to ensure the formatting is correct. You need to assign an e-mail address to the user so that he or she can send the correspondence by e-mail. If an e-mail address is stored for candidates assigned to the user, the system uses this e-mail address. 9.3.8.2. Specify ITF-HTML Mapping IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> General Settings -> Specify ITF-HTML Mapping View : T77RCF_MAPPING

Description: The system saves letter templates as Smart Form templates with text modules (letter sections). The user can change these letter sections when sending correspondence. The system reads the text modules when loading in Interchange Text Format (ITF) format. This cannot be displayed with WebDynpro. The FormattedTextEdit control (Control for Editing of Letter Sections) used by SAP expects a subset of XHTML as the code for the formatted text display. Therefore it is necessary to convert the ITF format to HTML format, which can be interpreted by FormattedTextEdit. SAP delivered entries has not been changed.

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In this Customizing activity, you assign corresponding HTML formats to the ITF (Interchange Text Format) tags that you use in the styles of your Smart Form forms. In this way, you can specify how the system converts the formatting of the Smart Form templates to HTML formatting. This is necessary as the editor for individualizing letter sections uses HTML formats. 9.3.8.3. IMG Path Letter Assign Document Categories to Activity Categories : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create Templates -> Assign Document Categories to Activity Categories Transaction: SU01 Description: Document categories group together correspondence documents of the same type and specify the technology with which the documents can be customized by the user. Activity Categories specify the types of activities available in ERecruiting.

SAP delivered entries has not been changed. Create Forms and Changeable Letter Sections IMG Path Letter : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create Templates -> Create Forms and Changeable Letter Sections Transaction: SMARTFORMS Description:

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Here, you create the Smart forms and Text Modules (used in smartforms) that are used to create letters for correspondence in SAP E-Recruiting. The sample forms have the prefix HRRCF_CS_IT_*. The sample text modules have the prefix HRRCF_CS_MT_*.

9.3.8.4. IMG Path Letter

Assign Changeable Letter Sections to Forms : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create Templates -> Assign Changeable Letter Sections to Forms

View

: T77RCF_INCL2FORM

Description: In this customizing activity, you assign to the forms the text modules that are available to users in correspondence activities as changeable letter sections for customizing the correspondence. When a correspondence activity is created, only the specified Text Module contents are available for editing on the WebDynpro UI.

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9.3.8.5. IMG Path Letter

Assign Forms to Activity Types : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create

Templates -> Assign Changeable Letter Sections to Forms View : T77RCF_INCL2FORM

Description: Here, you assign forms as letter templates to the activity types. These forms determine the appearance and the content of the letter that is generated by the correspondence activity being created. You can assign several forms to an activity with the same attributes (companies, interest groups, candidate classes) by using sequential numbers. These forms are offered for selection (if more than 1) as letter templates when the user creates a correspondence activity.

9.3.8.6. IMG Path Letter

Assign Templates for Cover Letter to Letter Templates : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create Templates -> Assign Templates for Cover Letter to Letter Templates

View

: T77RCF_COV2FORM

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Description: In this Customizing activity, you assign templates for the cover letters to the letter templates. The system sends the letters via e-mail. The e-mail sent consists of a cover letter and the actual letter in the form of an attached document. By using cover letters, you can separate the actual content of the letter from the formal cover letter.

9.3.8.7. IMG Path

Assign Document Formats to Output Channels : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Output Channels -> Assign Document Formats to Output Channels

View

: T77RCF_CS_CH2FMT

Description: In this customizing activity, you assign document formats to output channels. In E-Recruiting, documents can be output in various formats using various output channels.

SAP delivered entries has not been changed. 9.4. Questionnaires IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires Description: A questionnaire is a set of questions that can be completed by a person (e.g. candidate, recruiter) during the applicant tracking process. Questions first need to be created forming a question bank. A sample questionnaire is displayed below.

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9.4.1. Set Up Categories IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires -> Set Up Categories Transaction: OO_HRRCF_CAT_CREATE Description: This IMG node is a report that automatically makes the basis settings and generates the relevant table entries. You only need to execute the report once when ERecruiting is being set up.

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9.4.2. Assign Categories to Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires -> Assign Categories to Activity Types View : V77RCF_QACAT2ACT

Description: Each Questionnaire activity needs to be assigned with a Category viz. Evaluable Information or Equal employment information. We are not using Equal Employment Information category. The standard one itself is used. You identify the activity types whose questionnaires are to be integrated in the application wizard. You identify the activity types whose assigned questionnaires are to be included in the automatic ranking of the candidate's questionnaires. The system includes all questionnaires of an identified activity type on the user interface of the candidate shortlist in the Questionnaires column; the other questionnaires are included in the Feedback column.

9.4.3. Define Questionnaire Groups IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires-> Define Questionnaire Groups View : VT77RCF_QA_GROUP

Description: In this Customizing activity, you define the questionnaire groups in which you can group together questionnaires or questions on a specific topic in Questionnaire or Question Maintenance. The system uses the names of the questionnaire groups on the user interface as titles for the relevant tab pages for data storage.

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1.1.12 10. Requisition Management


IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management Description: Requisition is a formal agreement between managers and recruiters to initiate the recruitment process It is an internal document Determining the positions for which candidates are to be sought Defining the complete job description and key requirements that candidates must fulfill Sources/channels where the advertisements for the vacancies should be published.

10.1. Requisition 10.1.1. Define Hierarchy Levels IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Define Hierarchy Levels Table : T77RCF_HIER_T

Description: In this IMG activity, you define the hierarchy levels that exist in your company. The hierarchy levels represent the pecking order in your company with relation to professional capabilities and management responsibility.

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10.1.2. Define Work Contract types IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Define Work Contract Types Table : T77RCF_CONTTY_T

Description: Here, you define the different categories of work contracts that your company has with its employees. The work contract type is part of the terms of employment that apply to a job.

10.1.3. Define Industries IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Define Work Contract Types Table : T77RCF_INDU_T

Description: In this IMG activity, you define the industries that are relevant for your recruitment process. This should include industries that exist in your company and industries in which a candidate could have gained work experience.

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10.1.4. Define Functional Areas IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Define Functional Areas Table : T77RCF_FUNC_T

Description: In this IMG activity, you define the task/functional areas in your company that contribute to the achievement of the corporate goal.

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10.1.5. Define Employment Fractions IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Define Employment Fractions Table : T77RCF_WORKTI

Description: This customizing activity specifies the minimum number of working hours per week that constitute a given employment fraction. Threshold expresses the individual weekly working time (in No. of hours) as a portion or fraction of the standard weekly working time.

10.1.6. Currencies for Salary ranges IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Salary Ranges -> Determine Currencies for Salary Ranges Table : V_T77RCF_SAL_CUR

Description: In this Customizing activity, you determine the currencies for the salary ranges. These are the currencies in which the payment information can be specified for the job and salary expectations.

10.1.7. Define Salary Ranges IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description -> Salary Ranges -> Define Salary Ranges Table : V_T77RCF_SAL_RNG

Description:

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In this customizing activity, you determine the salary ranges for the payment information of the jobs and salary expectations of the candidates for each currency.

10.2. Job Posting Posting is an Advertisement. It contains all relevant information you wish to communicate to the public about the vacancy. For example: Company information, Department, Project, Tasks/Responsibilities, Requirements. 10.2.1. Define Posting Channels IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management ->Job Posting -> Define Posting Channels Table : V_T77RCF_POSTCHN

Description: Posting channels refer to recipients to whom you want to send your job postings for publishing, for example, a daily newspaper, a specific job board, or your intranet. When a manager releases a posting instance for publishing, the publisher starts the necessary routine (publisher class) for publication of the posting. He generates a document in a specific format using the information contained in the posting instance, for example.

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10.2.2. BAdI: Generate Reference Codes IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Job Posting -> BAdI: Generate Reference Codes BAdi Definition : HRRCF00_GET_EXT_CODE

BAdi Implementation: ZHRRCF_GET_EXT_CODE_01 Description: When a publication is created for posting, the recruiter can either manually enter the reference code or if this BAdi is activated can get the reference code auto generated by the system. The recruiter can do this by clicking the button Generate Reference Code. The standard system, by default, generates a 40 character alphanumeric code. The BAdi can be used to include customer-specific logic for the reference code. 10.2.3. BAdI: Specify Proposal Texts for Postings IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Job Posting -> BAdI: Specify Proposal Texts for Postings BAdi Definition : HRRCF00_GET_DEFAULT_POST_TEXTS

BAdi Implementation: Does not exist. Can be created, if required. Description: This BAdi can be used to provide default texts for the free-text fields when creating a posting text. The fields on the posting screen that can be defaulted are - Company, Department, Project, Tasks, and Requirements. The interface of the BAdI permits the transfer of the logon language of each user so that it is possible to create language-dependent texts. The interface also permits the transfer of the position, industry, functional area, and hierarchy level to determine the default text.

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1.1.13

11. Additional Tools

11.1. Delete External Candidates IMG Path : SPRO -> SAP E-Recruiting -> Delete External Candidates Transaction: OO_HRRCF_DEL_EXTCAND Description: This program can be used to delete external candidates with all associated links.

Enter your selection criteria. The following selection criteria are available: Candidate: If you want to delete a candidate, enter the candidate ID. Talent Group: If you want to delete candidates that are grouped together in a talent group, enter the talent group ID. You can only select the talent groups for which you are a member of the support team. Deregistered Candidates: If you set this indicator, candidates are deleted only if their registration in the Talent Pool has also been deleted. Check Legal Conformance: If you set this indicator, the program checks whether there are assignments of the candidate to requisitions and which retention periods are stored for each of the requisitions. If there are no assignments to requisitions or the retention periods have expired, the relevant candidate is deleted. Test Mode: If you set this indicator, the program performs a test run without any changes being made to the database. Run the program. The system displays a result list. A message appears for candidates that were not deleted. When the candidates are deleted, the associated business partners are not deleted, but are archived. You can delete business partners later from the database using the transaction BUPA_DEL (Delete Business Partners).

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11.2. Create Internal Users and Candidates for SAP E-Recruiting IMG Path : SPRO -> SAP E-Recruiting -> Create Internal Users and Candidates for SAP E-Recruiting Transaction: OO_HRRCF_CREATE_USER Note : This program should not be executed where HR and ERecruiting systems are on same Instance i.e. integrated scenario To be used only when HR and ERecruitment reside on separate servers i.e. non-integrated scenario. Description: You should run this program when initially creating the first user (for example, the administrator). The administrator then creates all other users on his start page using the User Maintenance function. As a rule, however, the external candidates register themselves using the appropriate Web scenarios, and the internal candidates (employees) are imported from an HR system using the master data interface (ALE). In the integrated scenario, you cannot run the program as this then result in data inconsistencies.

This program creates all ERecruiting specific objects for an employee i.e. executing this program will create BP, CP, US, and NA objects for the employee. 11.3. Create Internal Users and Candidates for SAP E-Recruiting IMG Path : SPRO -> SAP E-Recruiting -> Create Internal Users and Candidates for SAP E-Recruiting Transaction: OO_HRRCF_CHECK_SRCH Description: In this Customizing activity, you can check the consistency of the settings that you entered in the Customizing for the search.

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1.1.14 12. ICM (Internet Communication Manager) Tasks


1. Transaction RZ11 2. Display parameter icm/host_name_full. The fields ProfileVal and Currentvalue should have Host URL entry. For example: dv35.rel.co.in 3. Also, check the transaction SMICM -> GoTo -> Host Name Buffer -> Display. It should have the Fully Qualified Host entries which looks as follows:

12.1. SICF Services Activation Listed below are some services that must be activated in the system depending on the operational scenario: Support for the Internet protocol (HTTP, HTTPS and SMTP) in the SAP Web Application Server /default_host/sap/public/icman Through this the ICMan process can (for example) make decisions concerning the distribution of HTTP requests to the corresponding server. Using load distribution - with the message server /default_host/sap/public/icf_info /default_host/sap/public/icf_info/logon_groups

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/default_host/sap/public/icf_info/urlprefix - with the Web Dispatcher /default_host/sap/public/icf_info /default_host/sap/public/icf_info/icr_groups /default_host/sap/public/icf_info/icr_urlprefix Using Business Server Pages (BSP) /default_host/sap/bc/bsp/sap /default_host/sap/bc/bsp/sap/system /default_host/sap/bc/bsp/sap/public/bc /default_host/sap/public/bc (available for 620 with Support Package 34) /default_host/sap/public/bc/ur (available for 620 with Support Package 34) /default_host/sap/public/bsp/sap/public /default_host/sap/public/bsp/sap/public/bc /default_host/sap/public/bsp/sap/system /default_host/sap/public/bsp/sap/htmlb (as of Release 620 Support Package SAPKB62026) Using the BSP logon procedure /default_host/sap/public/bsp/sap /default_host/sap/bc/bsp/sap/system /default_host/sap/public/bsp/sap/public /default_host/sap/public/bsp/sap/system BSP test applications for troubleshooting /default_host/sap/bc/bsp/sap/it00 /default_host/sap/bc/bsp/sap/sbspext_htmlb /default_host/sap/bc/bsp/sap/sbspext_xhtmlb /default_host/sap/bc/bsp/sap/htmlb_samples As of Release 6.30: /default_host/sap/bc/bsp/sap/bsp_verificatio For e-Recruitment, activate all services with the prefix HRRCF.

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Before testing the e-Recruiting specific BSP applications, test the standard BSP Test applications specified above for troubleshooting of web environment. ICF test applications /default_host/sap/bc/echo - Among other things, this service returns information about the registration procedure being used, the header and form fields, and the generated SSO cookie for the executed request. Therefore, this service should only be activated for troubleshooting purposes. /default_host/sap/bc/error This service generates some error situations in the system and should only be activated for troubleshooting purposes. /default_host/sap/bc/srt/xip/sap You want to fix the Web service error message "Could not determine WSDL address (ICF_ERROR), SRT_REG038" in connection with XI services. NOTE: Above details are as per Note 517484. 12.2. Services to which a Service User must be assigned hrrcf_apply_ext hrrcf_cand_reg hrrcf_unrg_srch hrrcf_search hrrcf_unrg_appl hrrcf_pinst_pbl hrrcf_pinstappl hrrcf_password hrrcf_ee_srch Apply with Reference Code (Non Registered Candidate) External Candidate, Registration Non Registered Candidate, Job Search General Search Application Non Registered Candidate, Application Wizard Posting Instance Publication Internal / External Posting Instance Publication Internal/External branches to the application wizard Administration of User Passwords Search for Internal Postings (without first logging on to the system) Application Wizard (Entry) hrrcf_ee_awzd (application wizard is called after a successful search for internal postings)

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