SAP HR- Set up Personnel Action- Configuration steps

Personnel Actions: Personnel procedures, such as hiring an employee, organizational reassignment, or an employee leaving the company, are represented by separate personnel actions in Personnel Administration. Each personnel action contains the infotypes for which we have to enter data for the action in question and displays these infotypes for us to processes. This ensures that all the core data relevant for this procedure is entered. The Hiring personnel action provides all of the infotypes that are necessary to guarantee the hitch-free administration of the employee, payroll, time management and other personnel processes.

General Personnel Actions: 1. Hiring 2. Organizational reassignment 3. Change in pay 4. Rehire 5. Severance 6. Retirement 7. Termination 8. Hire applicant 9. LOA (Active) 10. Return from Leave of Absence Configuration Steps: 1. IMGPersonnel ManagementPersonnel AdministrationCustomizing ProceduresActionsDefine infogroupsUser Group Dependency on Menus and Info Groups

A selection of events and submenus reviewing the events used in system-controlled transactions. you can Copy the existing one and rename it. Menu dependent on user group The set-up of a menu for a menu-guided or system-guided transaction in table T588B. or the set-up of an info group for a menu in table T588D can be defined for individual users. The SPA-GPA parameter UGR must be maintained in the user defaults for this purpose. In this field you can indicate whether the menu or the info group is user group dependent. .Or. A selection of infotypes and sub menus reviewing the infotypes used in menucontrolled transactions and 2. Infotype menu A menu contains 1.

.Reaction if user group is not maintained If you have not maintained the parameter UGR in the user defaults. • 'E': (error) No menu is displayed. enter the reference user group that should be used for the menu layout. 2. you can set one of the following system reactions: • ' ': (no message) the menu for the specified reference user group is displayed. • 'W': (warning) the menu for the specified reference user group is displayed. Reference user group If parameter UGR is not set in the user defaults (transaction USER). IMGPersonnel ManagementPersonnel AdministrationCustomizing ProceduresActionsDefine infogroups Info group Select the Info group which you have created in the above step.

No. COP= Copy 3. In such cases. Family/Related Person (0021). In certain cases. No: It is serial number for that infotype in that menu group. use the Copy (COP) operation. it is better to create a new record. A new Family/Related Person infotype record is created irrespective of existing records. Infotype and Sub type. Never delimit Actions (0000) and Organizational Assignment (0001) infotype records. If no records exist for the infotype. the system checks if an infotype with the same subtype is already exists. use the Delimit ((LIS9)) operation to delimit records. User Group: Select the user group. LIS9 = Delimit 4. use the Create operation for actions ((INSS)). In the Birth of a child action. In the Leaving action. For all other actions. the system automatically switches to Create. If it does. 1. the system switches from "Create" to "Change". and Additional Payments (0015) infotypes. the system proposes the start date of existing action records. the system processes the Personal Data (0002). INS = Create 2. EDQ = Lock/Unlock When you create infotype records while processing actions.Give the User group. Operation. The system then does not switch to Change (MOD) mode. When you use the copy operation. Operation: This operation defines which editing mode should be used to process the infotype in an action. It only makes sense to use the Create (INS) operation for the initial entry action. .

IMGPersonnel ManagementPersonnel AdministrationCustomizing ProceduresActions Set up personnel actions Personnel Action Types Action Action Type An action type groups personnel actions according to business aspects. the term personnel action has different meanings: Personnel actions transaction . To ensure that locked infotype records are not selected in Reporting. In HR. 3.Lock/Unlock (EDQ) operation either sets or deletes the lock indicator of an infotype (depending on whether it was set beforehand or not). You can use the lock indicator for two purposes: To prevent a user from editing locked infotype records by assigning appropriate authorizations.

An action is a series of infotypes infogroup which are set in the system and processed consecutively. This key is assigned status indicators and an infogroup when the system is customized. Function: Function character for action '1' first hiring '7' first hiring and transfer of data from Recruitment '8' Activation of personnel assignment in host country (for global employees) '9' Activation of personnel assignment in home country (for global employees) '0' other actions Employment Status Status indicators for personnel actions. Customer defined: Not used in the standard system. a new Action record (0000) is created for the specified personnel number. Employment: 0: Employee not with company 1: Employee with company. You can use this indicator according to your requirements. but as retiree 3: Employee active in company . The three status indicators have the following meanings: 1. Personnel action infotype (0000) When you execute a personnel action. The most important information in this infotype is the employee status:     Active Inactive Retired Left the company In addition. but inactive 2: Employee with company. the customizing profile keys of the executed personnel action and a reason for personnel action are stored in this infotype. Action key The personnel action is identified through the personnel action key which is stored in the infotype Personnel Action.Complex activities (for example hiring of personnel) are executed using a personnel action lead by the system. 2.

Customer defined: Not used in the standard system. Feature for checking action sequence . This applies to all three indicators. have the same status indicator as the previous record if this is BLANK in the customizing system.3. The first record of the Actions infotype is assigned the status specified in the customizing system. All other records have the same status indicator as the new personnel action. have the same status indicator as the previous record if this is BLANK in the customizing system. Employment: 0: Employee not with company 1: Employee with company. This applies to all three indicators. but inactive 2: Employee with company. STAT2 (employment). but as retiree 3: Employee active in company 3. STAT2 (employment). All other records have the same status indicator as the new personnel action if this is not BLANK in the customizing system. You can use this indicator according to your requirements. Special payment: 0: Special payment: no entitlement 1: Special payment: standard wage type 2: Special payment: special wage type This special payment indicator is only relevant for the country versions of Austria and Spain. the system automatically fills the Customer defined. 2. the system automatically fills the Customer defined. Special payment: 0: Special payment: no entitlement 1: Special payment: standard wage type 2: Special payment: special wage type This special payment indicator is only relevant for the country versions of Austria and Spain. Each action is assigned the three status indicators STAT1 (customer defined). STAT3 (special payment) in the customizing system. Employment and Special payment fields if the action affects the employee's status. The three status indicators have the following meanings: 1. When a personnel action record is created. The first record of the Actions infotype is assigned the status specified in the customizing system. Special Payment Status Status indicators for personnel actions. if this is not BLANK in the customizing system. STAT3 (special payment) in the customizing system. Employment and Special payment fields if the action affects the employee's status. When a personnel action record is created. Each action is assigned the three status indicators STAT1 (customer defined).

Employee group and Employee subgroup fields with the indicators P. If indicator PA is set. You can then control the input options for the Position. If indicator PA is set. EG and ES. or of the Actions infotype (0000). This indicator allows you to control organizational assignment data input options in the initial screen of the Personnel Actions infotype (PA40). or of the Actions infotype (0000). Examples A withdrawal must precede a reentry. respectively. . The feature you enter in this field controls performance of this check. You can only use indicator P if Organizational Management is integrated. the Personnel area field is ready for input on the initial screen of the Personnel Actions transaction (PA40).When you create a new action. as well as in the Actions infotype (0000). If indicator PA is set. You can then control the input options for the Position. the Personnel area field is ready for input on the initial screen of the Personnel Actions transaction (PA40). Input Fields for Personnel Actions This indicator allows you to control organizational assignment data input options in the initial screen of the Personnel Actions infotype (PA40). the system checks whether the features of this action match the features of the previous action. the Personnel area field is ready for input on the initial screen of the Personnel Actions transaction (PA40). or of the Actions infotype (0000). as well as in the Actions infotype (0000). only active employees may be sent into early retirement or terminated. EG and ES. respectively. You can only use indicator P if Organizational Management is integrated. as well as in the Actions infotype (0000). Employee group and Employee subgroup fields with the indicators P. The following features are available: MSN20 for withdrawal MSN21 for reentry MSN32 for early retirement/retirement Input Fields for Personnel Actions This indicator allows you to control organizational assignment data input options in the initial screen of the Personnel Actions infotype (PA40).

Input Fields for Personnel Actions This indicator allows you to control organizational assignment data input options in the initial screen of the Personnel Actions infotype (PA40). screen layout and plausibility checks. Employee group and Employee subgroup fields with the indicators P. the Personnel area field is ready for input on the initial screen of the Personnel Actions transaction (PA40). . You can only use indicator P if Organizational Management is integrated. EG and ES. If indicator PA is set. You can then control the input options for the Position.You can then control the input options for the Position. Employee group and Employee subgroup fields with the indicators P. respectively. The sequence of infotypes can also depend on  The user parameter UGR  The employee's control data When defining an infogroup. All the infotypes are run through in sequence when an action with an infotype group number is carried out. EG and ES. Input Fields for Personnel Actions This indicator allows you to control organizational assignment data input options in the initial screen of the Personnel Actions infotype (PA40). as well as in the Actions infotype (0000). as well as in the Actions infotype (0000). You can only use indicator P if Organizational Management is integrated. or of the Actions infotype (0000). the Personnel area field is ready for input on the initial screen of the Personnel Actions transaction (PA40). If indicator PA is set. Infotype Group Number The infotype group number is a two-digit number assigned to a series of infotypes. respectively. You can then control the input options for the Position. EG and ES. Employee group and Employee subgroup fields with the indicators P. respectively. please note that the Organizational Assignment infotype (0001) must always be one of the first infotypes since it is used in other infotypes for authorization checks. or of the Actions infotype (0000). You can only use indicator P if Organizational Management is integrated.

only the Personal Data infotype (0002) should be maintained before infotype 0001. If you want to automatically log all personnel action types which are executed for an employee. This personnel action type is stored in the Actions infotype (0000). They document important activities such as organizational reassignments of employees. Example: Your enterprise has a personnel action type called "Hiring" which is executed by the administrator for master data. These personnel action types are used to edit a group of infotypes in a system-guided transaction without documenting this in the Actions infotype (0000). in addition to the Organizational Assignment infotype (0001) contains only person-related infotypes such as Personal Data (0002). enter 1/1 of the following year. or allow you to change the control data in the Organizational Assignment infotype (0001). Update infotype 0302 when executing an action The indicator U0302 defines whether the personnel action type is stored in the Additional Actions infotype (0302). the personnel action type is stored in the Actions infotype (0000). If employee transfers or other similar actions are involved. These personnel action types have an effect on the status indicator. Addresses (0006) etc. This personnel action type is not stored in the Actions infotype (0000). If the entry in this field is "1".When hiring an employee. The assigned info group contains the payroll-relevant infotypes for tax and social insurance data. the personnel action type is stored in the Additional Actions infotype (0302). You also have the personnel action type "Additional hiring data" which is executed by the administrator for payroll data. • If you do not set the indicator U0000. Date control Here you can define as of when the new records should become valid when you select an action from the action menu and enter the start date: • " ": Specified date is start date for new records • "1": Specified date is end date for old records Examples An employee leaves the company at the end of the year but the new record is not valid until 1/1 of the following year. Update infotype 0000 when executing an action The indicator U0000 is used to define whether the personnel action type should be stored in the Actions infotype (0000). • If you set the indicator U0000. All personnel action . If the entry in this field is " ". enter 12/31 of the current year. set the indicator U0302 for all personnel action types. the infotype 0001 record should be created first. This personnel action type is assigned to an info group which. • If you set the indicator U0302. The start date on the Actions single-record screen is 1/1 of the following year in both cases. the personnel action type is not stored in the Actions infotype (0000). and the Basic Pay infotype (0008).

the personnel action type is not stored in the Additional Actions infotype (0302). Indicator: Country reassignment action This Indicator describes whether the type of personnel action indicates a country reassignment. and no infotype group is processed. 4. call up extended help for the Actions infotype (0000). The country reassignment action combines the entry action with the new personnel number and the leaving action for the previous personnel number in one single concise step. IMGPersonnel ManagementPersonnel AdministrationCustomizing ProceduresActions Create reasons for personnel actions . • If you do not set the indicator U0302.types which are executed for the employee and the related reasons are then stored in the Additional Actions infotype (0302) for the specified key date. If you perform a country reassignment in the SAP system. Note For more information on the Additional Actions infotype (0302). you must also enter a new personnel number for the employee. A personnel action indicated as a country reassignment is not a true personnel action. It is not stored in the Actions infotype (0000).

• Personnel action infotype (0000) When you execute a personnel action. for example. be used to evaluate the reasons for employees leaving or being transferred within the company. In HR. a new Action record (0000) is created for the specified personnel number.Action Type An action type groups personnel actions according to business aspects. the customizing profile keys of the executed personnel action and a reason for personnel action are stored in this infotype. This key is assigned status indicators and an infogroup when the system is customized. • Action key The personnel action is identified through the personnel action key which is stored in the infotype Personnel Action. An action is a series of infotypes infogroup which are set in the system and processed consecutively. Reason for Action The action reason defines the circumstances which have initiated a personnel action. The most important information in this infotype is the employee status: o active o inactive o retired o left the company In addition. This information can. IMGPersonnel ManagementPersonnel AdministrationCustomizing ProceduresActions Change action menu User Group Dependency on Menus and Info Groups . the term personnel action has different meanings: • Personnel actions transaction Complex activities (for example hiring of personnel) are executed using a personnel action lead by the system. 5.

A selection of events and submenus reviewing the events used in system-controlled transactions. Menu dependent on user group The set-up of a menu for a menu-guided or system-guided transaction in table T588B. • 'E': (error) No menu is displayed. you can set one of the following system reactions: • ' ': (no message) the menu for the specified reference user group is displayed. enter the reference user group that should be used for the menu layout . The SPA-GPA parameter UGR must be maintained in the user defaults for this purpose.Infotype menu A menu contains 1. • 'W': (warning) the menu for the specified reference user group is displayed. or the set-up of an info group for a menu in table T588D can be defined for individual users. In this field you can indicate whether the menu or the info group is user group dependent. Reaction if user group is not maintained If you have not maintained the parameter UGR in the user defaults. Reference user group If parameter UGR is not set in the user defaults (transaction USER). A selection of infotypes and submenus reviewing the infotypes used in menucontrolled transactions and 2.

6. IMGPersonnel ManagementPersonnel AdministrationCustomizing ProceduresActions Change action menu Action menu .

For this purpose the SPA-GPA-parameter (user defaults) must be maintained. Sequence Number You can enter a sequential number in this field. Transaction Code: PA40 . Personnel/Applicant action type Select the personnel action.User group Menu-setup for a menu-guided or system-guided transaction in table T588B or infotype setup for a menu in table T588D can be defined according to the user's needs.

Master your semester with Scribd & The New York Times

Special offer for students: Only $4.99/month.

Master your semester with Scribd & The New York Times

Cancel anytime.