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SAP HR Stepwise Screen Shots PDF
SAP HR Stepwise Screen Shots PDF
The first step in the HR is Hiring an Employee, secondly maintenance of the hired employee,
thirdly relieving action and lastly running the payroll.
1. Hiring of an Employee
Enter - TCODE (Transaction Code pa40)
Menu Path:
Human Resource Personnel Management Administration HR Master Data
Personnel Action:
To Check whether the position already exists or a new one has to be created kindly follow the
below steps
Type Tcode: PPOM_OLD
Right Click and Select the Organizational Unit as already created and enter
Check by right clicking the particular unit and see whether there is a position with the same
name already available (for the new employee who is getting hired) if so Press F7 and Assign
the holder. Else, Select a Department & Press F8 to create a Position.
Select Position
Mention the Position in Abbreviation and Full description and save the same a new position
will be created and seen in the Log Tree. Once the position is created you can assign the
holder in Action Info type 0000 or in the 0001 [org assignment].
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All the boxes that have a tick mark are mandatory columns that needs to be filled and if any
other information is available could also be entered and then save the entry by pressing
Cltr+S.
4. Create Address
The Address should be entered and again ticked box is a mandatory column. Press Cltr+S to
save the entry.
Kindly check
Work Schedule rule : GENSHIFT
Time Mgmt Status : 9 -Time Evaluation of planned times (Full time employee/Part time
Employee) and enter 3 times all the information will come
Employment Percent: 100
Daily Working hours : 8.5
Weekly working hours 42.50
Monthly working Hrs 184.17
Annual Working hours 2210
Weekly workdays
5 / for workmen 6 days a week
These information is already updated in the system but just have a check by seeing the start
date. And press enter you will get the details check the details and enter - Press Cltr+S to
save the entry
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In Case the person has to be given cheque with the Bank Name and Account Number entries
for Bank Key and Bank Account has to be made and Payment method to be selected as P
(Bank Transfer) Else, leave the Bank Key and Bank Account blank and Method to be selected
( ) Cash Payment, Else, if the employee is getting through cheque payment select as C
Note: Bank Key has been created for few banks, if a new bank has be added go to SM30
and enter ZBANK_DETAILS and press maintain and enter the Bank Name, Branch Name and
Bank MIRC Code.
After necessary information save the entry by pressing Cltr+S
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The default screen will appear and start date and end date and other personal details of
employee, in the contractual regulations you can choose either permanent, Trainee, Long
term temporary, or external contractors and in the periods as per your company rule if 6
months select 6 months or 3 months and press CtrlS and save the next screen displays
create monitoring of tasks the task of expiry of probation, here you can mention the
reminder date before the expiry of the contract, Eg: one week before (25.08.2008) the below
screen will appear press CtrlS and save the screen
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This above screen can be ignored and exist the screen by Pressing F12
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These above steps completes the Hiring Action and the employee hired is assigned an
employee number.
After hiring an employee the next action is maintaining the Employee. To get into this
activity the Tcode to be mentioned is PA 30.
Give the Personnel Number of the employee hired
Now the Income Tax related Infotypes have to be entered and are mandatory (Kindly collect
the Income Tax Declaration Sheet from the Employees before and so that these entries can
be done before running the payroll). These infotypes have to entered under the head Direct
Selection * Infotype
Details of Infotype (580-588) Kindly enter the following infotypes and Press F5 to create
(These are all one time enteries)
580: Previous Employment Tax Details ( If a person has joined the organization in
between a Financial Year and has the Tax deducted details from his earlier employer and
wants the same to be considered in our company and merged for IT Calculation the same
has to be entered)
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Enter some amount and press Ctrl S it will take you to the screen infotype 008 to enter the
HRA amt and save the IT 0008
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Select Conveyance Type as No Vehicle and save the entry, if the employee is applicable.
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Interest Limit for Housing Loan is standard Rs.1500000/- whereas the Housing Loan
Repayment should be entered under deduction details for the amount given by the employee.
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If the employee contribution is their mention amount for the respective field and Save the
infotype.
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Enter the amount which were it pertains to the employee respectively and save the
screen.
587 : PF Contribution
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For Bangalore employee PF Trust id is VDO1, and for Gurgaon is VDO 2 and enter the
pension number tick the pension contribution box and save the screen
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Note: that entry of Infotype 0021(Family Member/Dependents) is entered so that the a person
availing the Children Education exemption is correctly taken for IT exemptions
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Enter the mandatory columns like Start Date (That should be the Start of Financial Year date
01.04.2008), Child No., First Name, Last Name, and Date of Birth and on completion save the
entries.
This completes the pa30 action.
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Relieving an Employee
Go to main Screen and enter the (Tcode pa40) mention the Personnel No. of the person
to be relieved and the Action Type to be selected is Leaving
Press F8 (Execute)
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Mention the date of Relief (i.e. Date of Leaving) in the Start Date and save the entry.
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The next step is to run the payroll and check for correctness of the salaries of each
employee the procedure for the same is as follows :
Go to Tcode : pa03
Enter the payroll area of the unit for which the pay is to be run and press F6 and then you see
a screen
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Point 1. As mentioned above is when the salary has to be run for a particular unit and checked
Point 2. Any corrections to be made in the data entered for an employee.
Point 3. Payroll results can be checked
Point 4. Exit Payroll is the last step wherein after the final live run of payroll is done the data
of salary for the particular and previous months cannot be altered. So we need to be careful
by exiting a payroll.
However, coordinators will be only doing the test run.
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Finally, once the Release for payroll is selected save and go back to the main screen and
mention the Tcode as PC00_M40_CALC
In the Payroll Driver screen the entries to be made are Payroll area
Current Period (In the beginning of the Financial Year i.e., for the month of April 2008)
The count of months in SAP is taken from 1-12 (April March) so after the 1 st month we need
to select other period and mention 2, 3 etc., followed by the year. (For e.g., 03 2008) for the
month of June 2008)
Payroll Area under the head Selection to be mentioned.
Under General Program Control
Schema to be mentioned as ZN00
Test Run should be ticked while checking the Unit Wise payroll of any particular month.
Remuneration Statement parameters:
Leave it as default No remun. statement
Then Execute (Press F8)
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You get the above screen wherein a selected units payroll log is displayed.
After checking all the output, and run the live payroll run.
With the above step the payrun is complete.
Use T Code: ZPAYSLIP to take the salary slip for all the employees.
After the successful run of the payroll the next step is posting payroll process
Use the T code PC00_M99_CIPE.
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First run in the simulation run and check the document error free message.
Click on document overview and note the document no. and back to the screen and remove
the s and enter P for live posting
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1st Step
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2nd Step
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General
Icons and their description
Icons
Description
Continue Enter
Save
Back
Exit
Cancel
Date and preview period
Goto
Create
Copy
Change
Display
Delimit info type
Schedule
Delete
Maintain overview
In descending order
In ascending order
One level up
Expand node
Collapse node
Display evaluation path
Column configuration
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Icons
Description
Display periods
Display <-> Change
Refresh
Unrelated objects
Icon list/Legend
Insert line
Delete line
Replace
Move
Change sequence
1. PC00_M40_PFY
2. PC00_M40_F16
3. PC00_M40_F24
4. PC00_M40_F217
5. PC00_M40_GRY
6. PC00_M40_PTX
7. PC00_M40_ESIF
8. PC00_M40_LWF
9. PC00_M99_CWTR
10. PC00_M99_CLSTR
Provident Fund
FORM 16 Income tax
Form 21
Form 217
Gratuity
Professional Tax
Employee State Insurance
Labour Welfare Fund
Wage type report
Pay result.(RT table)
Development Reports:
1.
2.
3.
4.
5.
6.
7.
8.
ZPAYSLIP
ZHR_CASH
ZHR_CASH_CHEQUE
ZHR_CHEQUE
ZHR_DELETING_PERSONNEL
ZHR_ECS
ZHR_SAL_REG
ZTAX
Pay slip
Cash Report
Cash Report
Cheque Payment Report
Recording For Deleting Personnel Number
HR_PY: ZHR_ECS ( Bank Transfer)
Salary Register
Income Tax Report.
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