WORKSHEET EXERCISE 1

Student Number : __________________________________________________

Student Name : __________________________________________________

Class : __________________________________________________

Shift : PAGI / SORE

Exercise 1 – 1: Logging on to SAP systems

Answer:
Locate a variety of transactions by navigating the SAP Easy Access menu.
1. Try to find the transaction and write down the menu path and the transaction code in the space provided
Transaction Name Menu Path Transaction
Code
Display HR Master Data

Maintain Applicant Master

Data

Maintain Advertisement

Personnel Action

Display Applicant Master

Data

Display Vacancy

Fast Entry

CATS Classic-Record
Working Time

Remuniration Statement

Create Organizational and

Staffing

1
WORKSHEET EXERCISE 1

2. Try to use the transaction below and write down the transactions form name (see from the title bar) in
the space provided!
Transaction Codes Transaction Form Names
PPOME
PSV2
PV04
PA51
PV02
PT61
PPOCE
PA40
CATS_DA
PPPM

2
 WORKSHEET EXERCISE 1

Exercise 1 – 2: Creating favorites using the Menu

Answer:
1. Capture the screen of the favorite transaction you have made on your SAP Easy Access Screen and put
the picture in the space provided below:

3
 WORKSHEET EXERCISE 1

Exercise 1 – 3: Create New Organizational Unit

Answer:
1. Capture the screen of the *-## Accounts Payable organizational unit you have created and put the picture in
the space provided below:

2. Capture the screen of the *-## Accounts Receivable organizational unit you have created and put the picture
in the space provided below:

4
 WORKSHEET EXERCISE 1

3. Create new position within the new organizational units.

a. Capture the screen of the *-## Account Payable Director position you have created and put the picture in
the space provided below:

b. Capture the screen of the *-## Account Payable Manager position you have created and put the picture
in the space provided below:

5
WORKSHEET EXERCISE 1

c. Capture the screen of the *-## Account Payable Clerk A position you have created and put the picture in
the space provided below:

d. Capture the screen of the *-## Account Payable Clerk B position you have created and put the picture in
the space provided below:

6
WORKSHEET EXERCISE 1

e. Capture the screen of the *-## Account Receivable Manager position you have created and put the picture
in the space provided below:

f. Capture the screen of the *-## Account Receivable Collector Clerk position you have created and put the
picture in the space provided below:

7
 WORKSHEET EXERCISE 1

4. Assign the task indicated below to the positions you hanve created.
a. Capture the screen of the *-## AP Clerk A position you have assigned the task and put the picture in the
space provided below:

b. Capture the screen of the *-## AP Manager position you have assigned the task and put the picture in the
space provided below:

8
WORKSHEET EXERCISE 1

c. Capture the screen of the *-## AR Collector Clerk position you have assigned the task and put the picture
in the space provided below:

d. Capture the screen of the *-## AR Manager position you have assigned the task and put the picture in the
space provided below:

9
 WORKSHEET EXERCISE 1

5. Designate the *-## Account Payable Director position and the *-## Account Receivable Manager position
as head of their organization units.
a. Capture the screen of the *-## Account Payable Director position you have assigned as head of their
organization unit and put the picture in the space provided below:

b. Capture the screen of the *-## Account Receivable Manager position you have assigned as head of their
organization unit and put the picture in the space provided below:

10
 WORKSHEET EXERCISE 1

6. Assign employee to position.

a. Assign Catherine Camino (personnel number 5001*##) to the *-## Account Payable Director position,
capture the screen and put the picture in the space provided below:

b. Assign Eric Lehman (personnel number 5002*##) to the *-## Account Payable Manager position, capture
the screen and put the picture in the space provided below:

11
 WORKSHEET EXERCISE 1

7. Display the infotype 0001 Organizational Assignment for Catherine Camino (personnel number 5001*##),
capture the screen and put the picture in the space provided below:

8. Execute the Organization Structure with positions report for the *-## Accounting Organizational unit.
a. Capture the screen of Structure Display/Maintenance and put the picture in the space provided below:

12
 WORKSHEET EXERCISE 1

b. Capture the screen of Structural Graphics and put the picture in the space provided below:

Exercise 1 – 4: Individual Infotype Maintenance

Answer:
1. Capture the screen of the search variant for all employees of your organizational unit *-## Accounts Payable
you have saved and put the picture in the space provided below:

2. Display the infotype for planned working time of Catherine Camino (5001*##) and record the following
values:
Work scheduling rule : ____________________________

13
 WORKSHEET EXERCISE 1

Time management status : ____________________________

Capture the screen of the planned working time infotype for Catherine Camino (5001*##) and put the picture
in the space provided below:

3. In the unit on Time Management, you will be the time administrator responsible for your employees. Maintain
the following for Catherine Camino and Eric Lehman from January 1 of the current year: in the
Organizational Assignment infotype, enter the abbreviation T*-## for the time administrator.
a. Capture the screen of the Copy Organizational Assignment you have fill the time administrator field for
Catherine Camino and put the picture in the space provided below:

14
 WORKSHEET EXERCISE 1

b. Capture the screen of the Copy Organizational Assignment you have fill the time administrator field for
Eric Lehman and put the picture in the space provided below:

4. When reviewing Catherine Camino's information, you realize you have an incorrect address for her. Her street
and house number should actually be “9750 Lilly Lane” Correct this error. Capture the screen of the Change
Address you have change and put the picture in the space provided below:

15
 WORKSHEET EXERCISE 1

5. Ms. Camino will receive an additional payment for a cost of living allowance in the amount of 200 EUR in
her basic pay from the first day of the current month. The bonus is paid using the DIRECT Bonus wage type
(M230). Capture the screen of the Copy Basic Pay you have copy and put the picture in the space provided
below:

6. Eric Lehman has established that his address data is not up-to-date. Change Eric's address record.
a. Eric moved today. His new address is: 32 Hill View, Denver. Create Eric's address in address type
Permanent Residence. Capture the screen of the Create Address infotype you have created and put the
picture in the space provided below:

16
WORKSHEET EXERCISE 1

b. As of January 1 of the current year, Eric has a temporary residence. The address is: 23 Main Street, 19111
Sapberg. Capture the screen of the Create Address infotype you have created and put the picture in the
space provided below:

c. Four weeks from today, Eric will give up this temporary residence. Capture the screen of the Delimit
Address infotype you have created and put the picture in the space provided below:

17
 WORKSHEET EXERCISE 1

Exercise 1 – 5: Fast Entry

Answer:
1. Your supervisor approaches you and asks you to enter the following bonuses in the system under today’s date.
You are to enter the bonuses as additional payments for wage type 5000. Capture the screen of the Create
Additional Payment infotype you have created and put the picture in the space provided below:

2. All employees in the *-## Accounting (Org. Units Training Group Org Units for Training → Training
International → Financial Accounting → *-## Accounting) and the underlying departments receive a 150-euro
bonus. Here, you are also to enter this bonus as an additional payment for wage type 5000 for the first of next
month. Capture the screen of the Maintain Additional Payment infotype you have created and put the picture
in the space provided below:

18
 WORKSHEET EXERCISE 1

3. Ensure that all bonuses entered this way are also stored in the Additional Payments infotype for Catherine
Camino dan Eric Lehman. In the Direct selection area, enter 15 in the infotype field, choose the All radio
button in the Period selection and then choose the Overview icon.
a. Capture the screen of the List Additional Payment infotype for Catherine Camino you have created and put
the picture in the space provided below:

b. Capture the screen of the List Additional Payment infotype for Eric Lehman you have created and put the
picture in the space provided below:

19
 WORKSHEET EXERCISE 1

Exercise 1 – 6: Personnel Action

Answer:
1. View the hired person, capture the picture of the Action (Hire) screen and put the captured pictured on the
space provided below:

2. View the hired person, capture the picture of the Personal Data screen and put the captured pictured on the
space provided below:

20
 WORKSHEET EXERCISE 1

3. View the hired person, capture the picture of the Organizational Assignment screen and put the captured
pictured on the space provided below:

4. View the hired person, capture the picture of the Address screen and put the captured pictured on the space
provided below:

21
 WORKSHEET EXERCISE 1

5. View the hired person, capture the picture of the Planned Working Time screen and put the captured pictured
on the space provided below:

6. View the hired person, capture the picture of the Time Recording Info screen and put the captured pictured on
the space provided below:

22
 WORKSHEET EXERCISE 1

7. View the hired person, capture the picture of the Basic Pay screen and put the captured pictured on the space
provided below:

8. View the hired person, capture the picture of the Bank Details screen and put the captured pictured on the
space provided below:

23
 WORKSHEET EXERCISE 1

9. View the hired person, capture the picture of the Absence Quotas screen and put the captured pictured on the
space provided below:

10. View the hired person, capture the picture of the Travel Privileges screen and put the captured pictured on the
space provided below:

24
 WORKSHEET EXERCISE 1

Exercise 1 – 7: Recording Time Data

Answer:

Task 1:
Before you work with the TMW, make the settings that make your work easier:
1. The Time Manager’s Workplace is a tool that can be personalized for each user. Have a look at your user
parameters and write out the following parameters that configure the TMW for you.
PT_TMW_PROFILE : _________________________
PT_TMW_TDLANGU : _________________________

Capture the screen of the Maintain User Profile you have display and put the picture in the space provided
below:

2. Access the Time Manager’s Workplace and check whether your three employees are in the employee list. If
an employee is missing, maintain the Time field under Administrator in the Organizational Assignment
infotype for the relevant personnel number.
Capture the screen of the Time Data Maintenance you have display and put the picture in the space provided
below:

25
 WORKSHEET EXERCISE 1

Task 2:
Record the following situations for your employee George Vega (5003*##):
1. Doctor’s appt: George has a doctor’s appointment from 10:00 to 12:00 pm on a workday in the middle of
next week. Use ARZT as the time data ID.
Capture the screen of the Doctor’s Appointment Data for George Vega you have created and put the picture in
the space provided below:

26
 WORKSHEET EXERCISE 1

2. Overtime: In addition to his normal work schedule, George works overtime from 17:00 pm to 19:00 pm on
another workday in the middle of next week. Use “M” as the time data ID.
Capture the screen of the Overtime Data for George Vega you have created and put the picture in the space
provided below:

3. Leave: George has requested leave for the last two weeks of next month. Maintain this in the calendar view,
using “U” as the time data ID and the absence type of 0100.
Capture the screen of the Leave Data for George Vega you have created and put the picture in the space
provided below:

27
 WORKSHEET EXERCISE 1

Task 3:
1. Exit the Time Manager’s Workplace and access the time data maintenance function (individual infotype
maintenance). Display the data you maintained in the TMWin the relevant infotypes and work out the
following relationships between the time data IDs in the TMW and the infotypes and subtypes.
a. Capture the screen of the Display Absences (subtype: 0100-Leave) for George Vega and put the picture in
the space provided below:

b. Capture the screen of the Display Attendances (subtype: 0801-Overtime) for George Vega and put the
picture in the space provided below:

28
 WORKSHEET EXERCISE 1

c. Capture the screen of the Display Absences (subtype: 230-Doctor’s Appointment) for George Vega and
put the picture in the space provided below:

2. In the individual infotype maintenance function, maintain standard annual leave for Catherine Camino
(50001*##) for the last week of next month.
Capture the screen of the Create Absences (subtype: 0100-Leave) for Catherine Camino and put the picture in
the space provided below:

29
 WORKSHEET EXERCISE 1

3. Check that the leave record you have just maintained is also visible in the TMW for Catherine Camino
(5001*##). Use the Calendar view.
Capture the screen of the Display Absences (subtype: 0100-Leave) for Catherine Camino and put the picture
in the space provided below:

4. Display the quota overview for George Vega (personnel number 5003*##).
Capture the screen of the Display Quota for George Vega and put the picture in the space provided below:

30
 WORKSHEET EXERCISE 1

Exercise 1 – 8: Evaluating Time Data

Answer:
1. George Vega (5003*##) switched from negative to positive time management on Thursday last week. Copy
the infotype Planned Working Time from this time and change the time management status to Time Evaluation
of actual time.
Capture the screen of the Copy Planned Working Time for George Vega and put the picture in the space
provided below:

2. In the Maintain Time Data transaction, choose Time Event infotype and choose List Entry button at application
toolbar, and maintain the following time events for George Vega (5003*##):
A. On the first day (Thursday) of positive time management, George arrived at work at 08:01 (time event P10)
and went home at 16:58 (time event P20).
B. On the second day (Friday), he arrived at 08:02 and went home at 17:01.
C. On Monday, he arrived at 07:59, but forgot to clock out in the evening.
D. Today he arrived at 08:05.
Note: for clock in use time event P10 and clock out use time event P20.
Capture the screen of the Maintain Time Events for George Vega and put the picture in the space provided
below:

31
 WORKSHEET EXERCISE 1

Exercise 1 – 9: Cross Application Time Sheet (CATS)

Answer:
1. Carry out the following transaction: Default values for the time sheet can be entered in the Time Sheet Defaults
(infotype 0315). Display the infotype for Catherine Camino (5001*##).
Capture the screen of the Display Time Sheet Default for Catherine Camino and put the picture in the space
provided below:

32
 WORKSHEET EXERCISE 1

2. Enter the following time data for Catherine Camino (5001*##) in the Cross-Application Time sheet, using the
“HR” profile.
A. Enter 7.5 hours of attendance for yesterday.
B. Enter 5 hours of attendance and 2.5 hours for a partial-day doctor’s appointment for today.
C. Enter 7.5 hours of leave for tomorrow.
D. Check your entries and release the times for approval.
Capture the screen of the Display Time Sheet: Data Entry View for Catherine Camino and put the picture in
the space provided below:

3. Carry out the following transaction:

A. Approve the data you entered and released for Catherine Camino (5001*##) in the first exercise.
Capture the screen of the Approve Working Times for Catherine Camino and put the picture in the space
provided below:

33
WORKSHEET EXERCISE 1

B. Transfer Catherine's (5001*##) approved times to the HR system.

Capture the screen of the Transfer Time Data to HR Time Management for Catherine Camino and put the
picture in the space provided below:

C. Check the transferred time data in Time Management. Check whether the transferred time data is entered
in the “Attendances” infotype for Catherine Camino (5001*##).
Capture the screen of the List Absence for Catherine Camino and put the picture in the space provided
below:

34
 WORKSHEET EXERCISE 1

Exercise 1 – 10: Payroll Processing

Answer:
You need to run a payroll simulation to ensure your employee will be paid correctly and you wish to view the
statement your employee will receive.
1. Simulate running your payroll in International Payroll for this month (or other period indicated by your
instructor) for your employee George Vega (5003*##).
Capture the screen of the Display Payroll Run for George Vega and put the picture in the space provided below:

2. Display the remuneration statement for employee George Vega (5003*##) by clicking on the appropriate
button.
Capture the screen of the Remuniration Statement for George Vega and put the picture in the space provided
below:

35
 WORKSHEET EXERCISE 1

Exercise 1 – 11: Recruitment in the SAP System

Answer:
Perform the following task:
1. Create an advertisement:
Field Data
Advertisement 500*##
Instrument 00000001 (FAZ)
Publication Date <today’s date>
Advertisement End <today + 2 weeks>
Currency EUR
Vacancies Published:
Vacancy Choose vacant position “*-## Account Receivable Manager”

Capture the screen of the Create Advertisement and put the picture in the space provided below:

2. Enter an applicant’s basic data. The data concerns an application for the vacant position of *-## Account
Receivable Manager in department *-## Account Receivable.
Write down the applicant number for the applicant you have created:
Applicant Number: ________________

Field Data
Organizational Assignment:
Personnel Area CABB (Caliber A Bicycle Company)
Personnel Subarea 0004 (Finance Department)
Applicant Group 1 (Active (External))
Applicant Range Salaried Employees
Pers. Off (Personnel Officer) P##
Application:

36
WORKSHEET EXERCISE 1

Advert (Advertisement) 500*##

Personal Data/Address:
First Name <your choice>
Last Name <your choice>
Birth Date <your choice>
Language <your choice>
Street <your choice>
Postal Code <your choice>
City <your choice>
Country <your choice>

Capture the screen of the Create Applicant Master Data you created and put the picture in the space provided
below:

37
 WORKSHEET EXERCISE 1

3. You hire the applicant on the first day of the next month, that is you prepare the data for transfer first. Then
you transfer the data to Personnel Administration.
A. To do so, first perform the Prepare Hiring applicant action and set the date for the first of the next month.
Capture the screen of the Applicant Actions you created and put the picture in the space provided below:

B. Second, perform the Hire Applicant action in Personnel Administration (PA40) as of the first of the next
month. This completes the hiring action for the applicant. Use position *-## Accounts Receivable Manager
in department *-## Accounts Receivable.
Field Data
Personnel Number 5004*##
Start <first day of next month>
Position *-## Accounts Receivable Manager
Employee Group 1
Employee Subgroup X0
Note: in field Personnel Number, * represent batch number according to student class. Follow the rules below:
 ES-A Pagi use 1.
 ES-B Pagi use 2.
 ES-A Sore use 3.
Example: student from ES-A Pagi with absence number 60, then Personnel Number is 5004160.

Capture the screen of the Personnel Action you created and put the picture in the space provided below:

38
WORKSHEET EXERCISE 1

39