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TIME MANAGEMENTsection
TIME MANAGEMENTsection
Time Management in IRIS supports processes for recording, reporting, and evaluating
employee time and attendance. The Cross Application Time Sheet (CATS) interface is
used for time entry, approval, and transfer of time functions.
Features such as the Holiday Calendar (Universitydefined), Planned Working Time, and
Work Schedules and Work Schedule Rules contribute to automation of time and
attendance recordkeeping.
The process of Time Evaluation examines each employee’s time data in light of
institutional policies and federal and state requirements. Automated processes include
overtime calculation and maintenance of accrual quotas.
Time Entry Process Guide
Tips and Reminders
Important Infotypes in Time Management
Holiday Calendar Information
Work Schedule and Work Schedule Rule
Quotas
Quota Overview (PT50)
Display Absence Quota (PT_QTA10)
Quota Compensation Payouts (IT0416)
Time Entry, Approval and Transfer
Instructions for Time Entry (CAT2)
Using Target Hours for Easy Entry
Variant for Time Entry
Holiday Note
Approve Working Times (CATS_APPR_LITE)
Variant for Time Approval
Time Transfer (ZCAT6)
Variant for Time Transfer
Display Working Times (CATS_DA)
Time Transfer Verification (ZVERXFER)
Reports
Tips and Reminders
For Time Entry (CAT2):
3. When entering time in CAT2, the system will allow any number of hours worked to be
entered. However, leave time entries are dependent on the Work Schedule Rule for the
assignment. For example, the system will allow a maximum of 8 hours of leave to be
entered on a scheduled work day for an employee whose work schedule rule is Monday
through Friday, 8 hours per day.
4. To add a line for time entry, click on the employee’s name and click the add line
icon.
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6. The arrow icons will scroll the CAT2 screen forward or backward two full pay
periods.
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For Time Approval (CATS_APPR_LITE):
1. A variant can be established for this process.
You can also click the first record, hold Control key, and press A to select all records.
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For Time Transfer (ZCAT6):
1. Repeat Transfer can be completed if changes were made after the initial transfer was
made.
3. An error message indicating a collision means that there are two sets of time entered on
the same day (example: 8 hours TDL and 8 hours Vacation). To correct, go back to the
timesheet (CAT2) and remove the incorrect hours. Then approve and transfer the time
again.
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For CATS_DA:
1. Click the yellow arrow to expand the icon row.
2. Click this arrow to minimize the icon row.
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Important Infotypes in Time Management
Planned Working Time (0007)
Absences (2001)
Attendances (2002)
Employee Remuneration Info (2010)
Quota Corrections (2013) (Employee Relations only)
Time Quota Compensation (0416)
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Holiday Calendar and Holiday Pay Information
The Holiday Calendar defined in IRIS reflects the University’s calendar of holidays, including
bonus days. The system works on the assumption that staff members who are eligible for paid
holidays will be paid at the regular rate of pay. Exempt employees are paid their regular salary,
regardless of holidays on the calendar. When payroll is posted to FI, however, holiday pay will be
posted as such. Nonexempt employees who are fulltime and eligible for holiday pay will be
credited automatically on the holiday and paid the fulltime equivalent for it. Parttime non
exempt employees will be credited and paid the appropriate parttime equivalent of holiday pay.
· To turn off holiday pay (when an employee is not eligible), use attendance code 1015,
HolidayNo Pay on the date of the holiday, and enter at least one hour of time.
· To reschedule the holiday hours as though there were no holiday, use attendance code 1016,
HolidayRescheduled, and enter at least one hour of time. This time entry will cause the
holiday hours to be banked in the Holiday quota for use at a later time and will result in no
payment for the hours of the holiday at that time.
· If Hours Worked are entered on a holiday for an eligible employee, the employee will be
paid for the hours worked and any holiday hours necessary to make up the fulltime
equivalent for the day. All of these hours will count toward retirement hours, as well as
overtime for the week.
· Any excess holiday hours, up to the FTE, will be banked for use later.
To use these banked hours, use absence code 7160Holiday in Lieu. Since it is possible to
take the holiday hours early, i.e., before the actual holiday date, this bank, or quota, is
allowed to go negative.
· Managers and time administrators can use T Code PT_QTA10 to see which employees have
nonzero holiday quotas.
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Work Schedule and Work Schedule Rule Information
The Work Schedule and Work Schedule Rule found on Planned Working Time (Infotype 0007)
determine which days an employee is normally scheduled to work. For most employees, this
defaults to a standard 7.5 or 8 hours per day, MondayFriday. With such a schedule, the hours can
be used to complete the timesheet and make necessary corrections or changes for TDL, Vacation,
or other absences. Here are points to remember:
For those employees who work varied schedules, the more traditional Work Schedule can pose a
problem. To accommodate such situations at the University, versions of these fixed Work
Schedules have been created to allow time, as well as leave, to be entered 7 days a week, up to
the appropriate number of hours for the employees. Currently, these flexible schedules
accommodate 7.5, 8, 10, 12, and 24 hours per day, 7 days a week. With these schedules, leave can
be entered on any of the days on the calendar. The system will still automatically pay employees
for holidays which fall on the “standard” (MF) work days.
Work Schedule Change
Time administrators or business officers change work schedules through a PA40 Action (FTE or
Status Change).
System users who are changing a work schedule must pay careful attention to the effective date
for such change. The Work Schedule change should always become effective on a date for
which no time has yet been entered. Entering an effective date that occurs in a time period for
which hours have already been entered will result in serious time entry errors.
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Quotas
Quota Overview (PT50)
To view balances and accruals (as well adjustments and converted balances):
1. Enter PT50 in the Command field on the SAP Easy Access screen.
· Entitl: Beginning Balance
· Rem: Current Balance
· Requested: Time Taken
Ab Quota Types:
· 01 – Current Vacation
· 02 – TDL
· 04 – Legacy (Subject to Loss) Vacation
· 06 – Holiday
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3. Click the Expand button at the bottom of the screen to see further details.
· Accruals are granted as soon as the first trial payroll has run.
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Display Absence Quota (PT_QTA10)
This transaction can be used to produce absence reports for departments.
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Quota Compensation Payouts (IT0416)
Infotype 0416 is used to create TDL/Vacation payouts for staff retirement and separation.
(Faculty and Post –doctoral scholar payments should be processed using IT2010.)
When an employee retires, the Retirement Action on PA40 will be completed by the Retirement
Office. The payouts will be completed by the department.
Quota Payouts are created using PA30 and can be viewed using PA20. Infotype 0416 is found
under the UK Time Data Tab. Users can also enter the Infotype in the Direction selection box.
When creating quota payouts, users should review UK policy and procedure to determine
eligibility. The employee may not be eligible for payout of the total balance.
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3. The appropriate screen will display for the payment chosen. The date in Start field
should be the employee’s last working day.
The balance available for payment is the amount in the Rem. column.
The record can be viewed for accuracy by clicking on the Eyeglass icon on PA20/PA30.
5. Complete this process for each payment necessary.
NOTE: In order to enter additional payouts, it may be necessary to remove the code from the
STy field in the Direct Selection section of the screen. This code will automatically populate as
the code for the last payout type processed. It will need to be deleted or changed to the correct
code before additional payouts can be entered.
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Time Entry, Approval, and Transfer
Instructions for Time Entry (CAT2)
Personnel responsible for entering time for payroll purposes may choose to do entries for
individual employees or enter for groups of employees. Information on creating a variant to
describe a group of employees is also included in this section.
To complete Time Entry for one employee:
1. Enter CAT2 in the Command field of the SAP Easy Access menu.
2. The Time Sheet: Initial Screen will appear:
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4. Click on Personnel Selection.
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5. In the first Period field, key the beginning date of the pay period. Key the ending date of
the pay period in the To field.
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8. In the Key Date field, enter the beginning date of the pay period for time being entered.
Click the box to the left of the Personnel Number to highlight the line.
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10. In the Personnel Number field, enter the Personnel Number exactly as it is listed in
line 1, or position the cursor on the Personnel Number and click the Add Line icon.
12. The following screen will appear.
Use the scroll bar or the arrows on the right side of the screen to scroll through the codes
and doubleclick on the appropriate code.
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14. Note the presence of the target hours for each day of the work week for this employee at
the top of the time sheet. These hours are populated based on the Work Schedule entered
when the employee was hired.
· Any error and warning messages will be displayed at the bottom of the screen.
For example, if TDL or vacation hours were entered, but the balance is
insufficient to cover the absence, an error message will appear.
· If this happens, click the at the top of the screen to change the form back to
data entry so that corrections can be made.
· If the line needs to be deleted, rightclick on the line and chose Delete Line.
Following entry, time must be approved.
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Using TARGET HOURS for Easy Entry
If you have groups of employees who regularly work a standard schedule, you can easily enter
their time by having CATS copy their work schedules into the time entry grid.
This employee’s work schedule from Infotype 0007 indicates he works 8 hours a day, 5 days a
week, MondayFriday. If this is a consistent working schedule, you can cause CATS to copy this
time into the grid, so that you do not have to enter it. Once the schedule is copied, you can edit for
TDL, Vacation, or other absences.
To copy the work schedule into the grid, select EDIT/Propose Times/Target Hours from the
Menu, or use the Target Hours icon.
Respond YES to the Target Hours dialog box, and the hours will be copied as Hours Worked
(Attendance Type 1005).
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If you have selected a group of employees, this menu selection will copy the Work Schedule into
all employees. Therefore, you may want extra variants to segregate the various groups if possible.
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Variant for Time Entry
When users routinely enter time for the same group of employees, they might opt to use create
and use a variant to save time.
To create a Variant for Time Entry:
1. On the Personnel Number Selection for Fast Data Entry screen, click on
.
2. Select the criteria for the Variant by clicking to the left of each desired field name in
the Selection Options list.
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3. Click on the Choose icon to send to the Selection fields list and continue .
4. Enter the criteria data into the fields now appearing in the Selection area.
To use a Variant for Time Entry:
2. On the Personnel Number Selection for Fast Data Entry, Click on the Variant
icon to select the variant which describes the group of employees for which you wish to
enter time. Then execute .
Following entry, time must be approved.
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Holiday Note
There are instances in which employees must work on official University holidays and then take
the time off at a later date. In such instances, enter the number of hours worked on the holiday as
regular hours (A/A Type 1005). Press Enter.
A warning will appear at the bottom of the screen indicating that time has been entered on a non
working day (University recognized holiday). Press Enter again.
Another warning appears because there is time entered on the Regular Hours. A/A Type on a
scheduled day off.
The warning should disappear and the hours should now appear as regular working hours. The
total number of hours reported for each A/A Type will be listed in the Total column.
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Approve Working Times (CATS_APPR_LITE)
To approve time for one employee:
2. To approve hours for one employee, enter the Personnel Number in the field and click
the icon.
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3. Review the times listed. Click each row that should be approved. To highlight all rows,
click on the first row, hold down the shift key and click on the last row. Selected rows
will then be highlighted.
Following approval, time must be transferred.
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Variant for Time Approval
To create a variant for CATS_APPR_LITE:
2. Select the criteria fields by clicking on the selection box next to each desired field
name in the Selection Options list.
4. Click on the Choose icon to send it to the Selection field list.
5. Click .
6. Enter the criteria data into the fields now appearing in the Selection Criteria area.
7. Enter a variant name. Include Org unit information and sufficient description and
save .
To approve time for several employees:
4. Click on each time entry to select for approval. To highlight a group of rows, click on
the first entry, hold down the Shift key and click on the last entry in the group.
5. Click on either the Approve or Reject icon. A system message will
appear to confirm approval.
Following approval, time must be transferred.
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Time Transfer (ZCAT6)
To carry out the Time Transfer process for one employee:
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3. After execution, an output screen will display transferred time. Highlighted areas will
indicate postings and the status as unsuccessful, read and successful posting.
Transfer Note: If the first pass at initial transfer does not produce expected results, use Repeat Transfer.
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Variant for Time Transfer
To create a variant for ZCAT6:
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5. Next click on the individual section boxes next to each employee or click on the Select
All icon.
7. Execute .
Note: You may create a variant for a small number of employees by entering their Personnel
Numbers and then clicking on the execute icon.
To use a variant for ZCAT6:
2. Doubleclick on the desired Variant.
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Instructions for Display Working Times (CATS_DA)
To display entered time:
4. The employee’s time will display.
Time status will be displayed in the Status field:
Time in process, not released Time released for approval
Time approved Time rejected
To create a variant for time display, click on the Selection Fields icon.
6. Select the criteria field(s) you want by clicking on the selection box next to the field
name in the Selection Options list.
9. Click .
11. Enter a variant name. Include org unit information and sufficient description and save
.
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Time Transfer Verification (ZVERXFER)
Time administrators can verify that time entered into CAT2 has been approved and properly
transferred with a report generated with T code ZVERXFER. With this report, system users can
see time that has been transferred successfully, time that has not been successfully transferred, or
both. This report can be run for any grouping of people via variants which are set up and saved in
much the same way as for CAT2 and other time transactions.
Additional Criteria Select whether you want to see all time that has been transferred,
only time which did not get transferred, or both.
If you wish to save this as a variant, do so in the usual fashion by clicking the Save icon,
naming the variant and saving it again.
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Results. You will receive a screen that looks like the CATS_DA screen with all of the same
information. There is an additional column on the right that indicates whether the time was
transferred with a yes or no. All records indicating that the time did not transfer are sorted first.
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