SAP ECC 6.

00 January 2008 English

Time Management / Time Evaluation
Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices for HCM - USA

Time Management and Time Evaluation Configuration Guide

DISCLAIMER OF WARRANTIES
SAP Best Practices for HCM U.S. is being provided to you free of charge. You agree that SAP has made no express warranties to you regarding SAP Best Practices for HCM U.S. and SAP Best Practices for HCM U.S. is being provided “as is” without a warranty of any kind. To the fullest extent permissible by law, SAP disclaims all warranties with respect to SAP Best Practices for HCM U.S., express or implied including, but not limited to any implied warranties of fitness for a particular purpose, merchantability, merchantable quality of any third party rights.

LIMITATION OF LIABILITY
To the maximum extent permitted by applicable law, in no event shall SAP or its licensors be liable for any special, incidental, indirect or consequential damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability to use SAP Best Practices for HCM U.S., even if SAP has been advised of the possibility of such damages. Because some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you.

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SAP Best Practices for HCM - USA

Time Management and Time Evaluation Configuration Guide

Copyright
© Copyright 2007 SAP AG. All rights reserved.
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on the keyboard. SELECT and INCLUDE. Example text EXAMPLE TEXT Emphasized words or phrases in body text. Variable user entry. screen titles. Pointed brackets indicate that you replace these words and characters with appropriate entries. titles of graphics and tables. These include report names. Cross-references to other documentation. upgrade and database tools. for example. when surrounded by body text. Screen output. transaction codes. table names. function keys (such as F2) or the ENTER key.USA Time Management and Time Evaluation Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. Example text <Example text> Exact user entry. Names of elements in the system. and individual key words of a programming language. This includes file and directory names and their paths. messages. paths and options. program names. pushbuttons as well as menu names. names of variables and parameters as well as names of installation.SAP Best Practices for HCM . for example. Example text EXAMPLE TEXT Keys © SAP AG Page 4 of 96 . These are words or characters that you enter in the system exactly as they appear in the documentation. source code. These include field names.

SAP Best Practices for HCM .USA Time Management and Time Evaluation Configuration Guide Abbreviations R O C Required entry field (used in the end-user procedures) Optional entry field (used in the end-user procedures) Conditional field (used in the end-user procedures) © SAP AG Page 5 of 96 .

.........................24 5.....................20 4..............................................................................................................................14 4...1................................................................................................3..............19 4.........................2 Personnel Subarea Groupings...............4 Work Schedule Rules..................22 5.........................6 Set Default Value for Time Management Status..............SAP Best Practices for HCM ................8.............1...............................21 4................................................24 5.................9............................16 4............................................................................................3 Daily Work Schedules..........................26 © SAP AG Page 6 of 96 ..........................................................14 4................9......................2 Set Work Schedule Rules...............................................................................................1..................................................1..............................................USA Time Management and Time Evaluation Configuration Guide Contents 1 Introduction.....................19 4..............................................1...............................22 5....................................................................................................................................................11 3 Integration with Time Management..........................................................................................................................................7 Daily Work Schedule Variants for Absence...............................26 5...........................23 5............13 4.........................................................2 Define Daily Work Schedules.....5 Groupings for the Personnel Subareas..........................................17 4............9......2 Define Settings for Pair Formation...........................................1 PDC Processing Statuses.....1 Personnel Subarea and Employee Subgroup Groupings...........................................6 Groupings for Employee Subgroups for Time Quota.........................................12 4..................1..................22 5 Time Recording and Administration.....1 Employee Subgroup Groupings (for work schedules)..........................3...5 Infotype Screen Control..........................8 Work Schedule Rules and Work Schedules......................8..15 4.....................................................................................................................3 Groupings for the Public Holiday Calendar.....................................4 Define Working Weeks.............................5 Period Work Schedules..............9......9 Planned Working Time..............1 Work Break Schedules........17 4......................................11 4 Work Schedules..................................................................................................................................................................9...............................................................................................................12 4......................................................................24 5.............................................................................3 Employee Time Management Status.......7 Define Selection Rules............8........................................................12 4.................16 4.................................................................................................................1 Holiday Calendars....18 4...................................6 Define Day Types............................................................................3 Define for Working Week..............21 4........................................4 Define Rules for Variants....................12 4.................................................................................1 Defaults for the Work Schedule...............................8..................................16 4.............................................................................9..................20 4..........................11 2 Preparation.....12 4.22 5...........1..........4 Overlapping Time Infotypes.....2 Set Which Hour Fields are Entry...............................................................................................................................

....................................3 Assign Counting Rules to Absence types.....5..............................4.8 Define Availability Types.....5...................................................................................................................................................30 5.....35 5......35 5.....3 Absences......................2..29 5.................................5..................................................................................................2..1...............7....................................................................................................5.........................................................................................................1 Set Defaults for Substitution Types..........................2................................................5..............................................................3......7.................5.........................1.................36 5....2 Counting Rules Assigned to Attendance types...................................................................................................1 Entry Screens / Time Constraint Classes.................................................2 Define Substitution Types..............41 5.................................................................43 5......7 Attendance Counting.2.............39 5................................................................................1.............................................................................................2.........5................1..................................6 Default Absence Types......................................................................................................................5....4..................1 Define Absence Types............................7........................................................39 5...........................................................2 Define Overtime Compensation Types.................6.....................................................................................................1..................................1 Maternity Protection.................................USA Time Management and Time Evaluation Configuration Guide 5...................................6...................................................................5 Define Default Absence Types..........2 Define Absence Types................................4...............................29 5...5 Special Absence Data...............35 5.............................................34 5................................2 Military Service.......38 5..........31 5............2 Define Absence Types..4 Absence Counting...2..............................................................................................SAP Best Practices for HCM ............2 Set Eligibility for Infotype............4 Define Counting Rules...................................1 Attendance Types......4 Define Periods......................................................7.........................................44 5....................................................41 5............3 Service Types.....................................................................................................1 Counting Rules ........8 Rules for Rounding Counted Absences and Attendances..............1........................................................................4 Maternity Protection Periods.....3.........................................................................33 5........1 Eligibility for Infotype.......6 Attendances.........................29 5........39 5.........................5..................34 5..............36 5.28 5...................................................................40 5.......5..4 Indicators for the Personal Calendar...........................5.........................3 Determine Entry Screens and Time Constraint Classes...................3 Rounding Counted Attendances..................4.................................33 5..................................3 Types of Birth.........36 5.31 5......................34 5..5............................28 5......................................37 5...................7.....5 Calendar Indicator for Attendance.................................................................................1 Counting classes for the period work schedule................................................42 5.....5 Military Ranks................................................2.........37 5............................................5..............................44 © SAP AG Page 7 of 96 .....................38 5...6......................................40 5........42 5............................2 Counting Rules for Absences.31 5.................

...........................................................................2 Quota Types for Accrual....................................................45 6 Quotas .........2.....2 FMLA Rules.......................................5 Reduction of Quotas........................................................................................7 Generation Rules for Quota Selection........................47 6................63 7........................................................60 6.............................................................50 Employee Subgroups for Time Quotas.................51 6...........................................6.................8 Time Quota Compensation Method...................6.....................6 Generation of Quotas in Time Evaluation...61 7 Family Medical Leave Act (FMLA)........................................................................49 6.......................12 Permissibility of Entries for Each Infotype...............................................SAP Best Practices for HCM ................3 Assign Deduction Rules to Counting Rules.................................66 7..64 7.........................1 FMLA Reasons..............54 6....6 Automatic Accrual of Time Evaluation..............................3..............................56 6..4 Validity and Deduction Periods............2 Work Schedule Rule for Availability......................................50 6.............................................................45 5..........64 7..........................................................................................................59 6..............65 7............................8...........................1 Number Range for Attendances and Absences .............................................1 Rules for Determining the Weekly Working Time.............6................................................1 Number Range Intervals..........52 6..3 Absence Types for FMLA Reasons................6...........60 6..................................58 6.................................1..................................................................................56 6............6..........................................50 6..............................................................................................6...................................46 6...................9 Employee Subgroup Grouping for Primary Wage Type...............................................................................................USA Time Management and Time Evaluation Configuration Guide 5......3 Base Entitlements........8..........................................................................................................................................66 © SAP AG Page 8 of 96 ..6...........................................6.6..........6................................2 Deduction Rules for Absence and Attendance Quotas...........6.10 Specify Wage Types Permitted for Each PSG and ESG...........................6...2 Validity of Rules for Determining Week Converter for Employees.............................3 Validity of FMLA Rules for Employees..........2.............55 6.48 6................................................................1 Daily Work Schedules....4 Absence Quotas.61 6................................................................63 7.......1..14 Rules for Rounding Quota Entitlements......2...................................................................62 7.............................................................................48 6..........................1 Groupings for Quota Generation.......................64 7.......6......................................................46 6...............................................................................11 Wage Type Texts........................................46 6..............59 6............................1................................2 Number Range for Person Time Quotas............................................................................................................................................................................47 6....1.................................13 Rule Groups for Quota Type Selection....................................................3 FMLA Workbench......................................5 Attendance Quotas..................................1..1 Number Range Intervals..6.................................................................................................................................................................................2 FMLA Deduction and FMLA Absences..............................62 7............................

........................................................................................................3 Define Time Types..............................................................................................20 Floating Holiday Accrual.....3.....................................................73 8.....................4..............................................5 Quota Generation Schema........................4...................8 Generation Rules..................69 8..................69 8.................75 8........................................................1..................1..........3 Time Evaluation Modifiers..15 Overtime Compensation.3 Time Type Determination................................................................................13 Valuation Classes for Period Work Schedules........................1 Recalculation Date for Pair Formation/Time Evaluation....89 8...............................................1 Subgroup Grouping for PCR/CollAgrmtProv...............................2 Employee Grouping for the Time Evaluation Rule.......................86 8...................................................................................................2 Number Range for FMLA Document No....................................4......................4......1 General Settings................4...............................................4...........................................69 8..........................67 8 Time Evaluation...........4 Check Function.....4.......................................76 8.....................3..................................................4.......70 8..4.......................................90 8.................................................................4................6 Time Management Pool.................71 8............76 8...4.......1 Work Break Schedule.....4.......19 Time Types...............................................................................................................71 8.........67 8.................................................88 8......................87 8..........................2.......................................................6 Shorten Absences of Less Than One Day.........................................69 8.......4.........................................16 Balance Limit /SMBA0/V_T559P_B2DD_J01s........11 Personnel Calculation Rules...........................................17 Maintain Absence Quotas......................2........1............................................74 8................68 8........................................................12 Overtime from Attendance Quotas............85 8..................5 Time Types and Processing Types......................89 8......................................2...................................2 Attendances / Absences from Generated Planned Time Pair......4.............3 Earliest Recalculation Date for Time Evaluation...............................................................1 Number Range for FMLA Requests......................................................................................18 Absence Quotas................................................1........................72 8..............67 7..................................................................67 8.........................4........................2 Modifier for Earliest Recalculation Date..........................10 Overtime Processing......................................................81 8.....................SAP Best Practices for HCM ........................................4..........67 8..........................................................68 8........66 7.............................90 8............................................................73 8......................................................................................2 Time Evaluation Settings....................................USA Time Management and Time Evaluation Configuration Guide 7.9 Time Data Processing..1...............................................................................................................................77 8.................................4...........7 Processing Types.....................82 8.............................4...............................2 Profile Settings.......................87 8...............14 Wage Type Generation..........4........................................................4 Time Evaluation without Clock Times.....................................81 8...................................................................................................91 © SAP AG Page 9 of 96 .................4...............................................3........................

......95 10.................................................2 Reporting Quota Types.............................................................95 10......................................................................2 Data Entry Profiles..............93 9..3 Value limits for cumulated evaluation results.............................................................................SAP Best Practices for HCM ......................95 10......................................................................92 9 Time Manager’s Workplace..........................1 Payroll..............................................2 Time Data..................................................................................1 Number Range Intervals.........................................95 © SAP AG Page 10 of 96 ........................................93 9................................................................2.........................................................................................................................................................1 Absence Valuation...2 Reaction to Error Transaction.............................2.............................................6......................................91 8.......................92 9............................................................................................................................................................................................................6...........USA Time Management and Time Evaluation Configuration Guide 8.............................1................93 9...............1 Time Accounts..........................................1 Post Processing.......91 8................................................................................6............................................3 Rejection Reasons...........93 9..94 10 Cross Application Time Sheet.

USA Time Management and Time Evaluation Configuration Guide 1 Introduction The SAP Best Practices for HCM U. while fairly comprehensive will require the largest Gap Analysis effort within your customer Implementation. 3 Integration with Time Management You use this component to calculate time wage types in Payroll. does not deliver Collective Bargaining Agreement specifics. © SAP AG Page 11 of 96 . The infrastructure for the implementation of Time Management processes must be addressed under the general considerations of the following:    How is time data collected? Why is time data collected – project / cost distribution and/or employee pay details? Does the recording of time apply differently to different groups of employees/segments within the corporate structure? The SAP Best Practices for HCM U. is set to handle time evaluation for both ‘Positive’ (all time is recorded) and ‘Negative’ (only exception time is recorded). or work on public holidays. The time wage types are formed on the basis of time data information. They are used to form employees’ gross wage. you must install prerequisite building blocks.SAP Best Practices for HCM . the Integration with Time Management component imports the time wage types determined by Time Evaluation. The Integration with Time Management component is supplied with time data from the Time Data Recording and Administration component and with time wage types from the Time Evaluation component. night work.S. When multiple collective agreements exist. The SAP Best Practices for HCM U. additional time configuration will be required. For information on the prerequisite building blocks.S. an additional 3-4 weeks of effort may be required per unit. you can use the Integration with Time Management component to evaluate the employee-related time data information and to determine the time wage types. The Time Management delivered functionality. If you only use the Time Data Recording and Administration component. Depending on the number of collective agreements and their complexity. The standard delivered schema ‘TM04’ was copied to ‘9US0’ and adapted to cover US requirements for time processing. for example).S. delivers a standard configuration for Time Management.doc). 2 Preparation Before you start installing this building block. such as bonuses for overtime. see the Quick Guide for installing Human Capital Management (located on the documentation DVD in \BBLibrary\Documentation\HCM_Quick_Guide_EN_US. The component acts as an interface between the Payroll component and the Time Management component. This provides a realistic business model to capture absences and exception type attendances for time pay evaluation. If you also use the Time Evaluation component. The Integration with Time Management component determines provisional time wage types for periods for which time evaluation cannot deliver current results (due to a payroll run being moved forward.

USA Time Management and Time Evaluation Configuration Guide 4 Work Schedules 4. This allows all work schedules to be valid for all Personnel Subareas in the SAP Best Practices for HCM U. Several work break schedules are delivered in the SAP Best Practices for HCM U.25 1.3 Daily Work Schedules Procedure 1. For additional information on the process for activation of calendars please refer to the Time Management Installation Guide.50 9. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Daily Work Schedules  Define Break Schedules SPRO 2.S.00 2. that provide both paid and unpaid breaks.S.25 1. 4. are all set to value ‘10’. However.1 Holiday Calendars Holiday calendars are not delivered with the preconfigured client.00 3.50 © SAP AG Page 12 of 96 . 9X80 P12 PDY0 PDY0 PDY0 PDY1 PDY1 PDY1 PDY1 PDY2 PDY2 No 01 01 01 02 03 01 02 03 04 01 02 Start 00:00 00:00 10:00 11:30 15:00 00:00 00:00 00:00 00:00 00:00 00:00 End 00:00 00:00 10:15 13:30 15:15 00:00 00:00 00:00 00:00 00:00 00:00 P Unpaid 1.SAP Best Practices for HCM .25 1.00 .00 6.00 1.50 5.1 Work Break Schedules Procedure 1.00 . Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Personnel Subarea Groupings  Group Personnel Subareas for the Daily Work Schedule SPRO 4..50 . 4.00 3.00 Paid After 4.25 .S. Holidays are of class 1 (full day holidays) as well as class 2 (half-day holidays).3.2 Personnel Subarea Groupings The Personnel Subarea Groupings for the work schedules and daily work schedule in the SAP Best Practices for HCM U.25 . calendars for each State are available within BC Sets and must be activated to be used.00 2.00 . GRP 10 10 10 10 10 10 10 10 10 10 10 Break Sched.

00 08. night and rotations.50 5.50 12.25 1.50 07.SAP Best Practices for HCM .00 07.00 04. On the Change View “Daily Work Schedule”: Overview screen.00 U1 U1 U1 U1 U1 U1 U1 U1 08:00 – 18:00 08:00 – 17:00 07:00 – 18:00 07:00 – 20:00 08:00 – 17:00 08:00 – 13:00 08:00 – 16:00 16:00 – 24:00 15:30 – 00:30 15:30 – 20:30 06:30 – 20:00 06:30 – 16:15 19:00 – 08:00 23:00 – 9X80 9X80 1 1 0 1 4 1 1 1 2 2 2 1 1 5 3 U1 U1 U1 PDY0 P12 PDY0 PDY0 PDY1 PDY1 PEV0 PEV0 PDY2 08:30 – 17:00 PDY2 08:30 – 13:00 P12 PGN0 © SAP AG Page 13 of 96 .50 5. to support a variety of shifts including day.50 1.50 2. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Daily Work Schedule  Define Daily Work Schedules SPRO 2. you can view the following values: Planned DWS Normal GRP Working Selection Planned Work DWS DWS Text Variant Hours Rule Time WBS Time Class 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 9X80 9X80 Flex 9X80 9X80 Flex A FREE Day Off PD10 10 Hour Day PD12 12 Hour Day PDAY 8 Hour Day PDAY 8 Hour A Day PDY2 Rotation Day PEV2 Rotation Eve PEVE 8 Hour Evening PEVE 8 Hour A Evening PFLX Flex Schedule PFLX Flex A Schedule PN12 12 Hour Night PNGT 8 Hour 09.25 4. 3. PDY2 PEV0 PEV0 PEV0 PNG0 PNG0 PNG0 No 03 01 02 03 01 02 03 Start 00:00 00:00 00:00 00:00 00:00 00:00 00:00 End 00:00 00:00 00:00 00:00 00:00 00:00 00:00 P Unpaid Paid . evening.00 08.00 08.3.50 2.00 3.USA Time Management and Time Evaluation Configuration Guide GRP 10 10 10 10 10 10 10 Break Sched.50 08.00 .2 Define Daily Work Schedules Procedure 1.00 04.00 3.S. Several examples of daily work schedules are delivered in the SAP Best Practices for HCM U.00 07.00 .50 03.25 .00 10.25 .00 12.25 After 5.00 00.

...USA Time Management and Time Evaluation Configuration Guide GRP DWS Text 10 10 Planned Working Variant Hours 04.X...... A Part-time work schedule is used for an employee who works a reduced number of 8... Next Day XXXX XXXXXX XXXXXXXXXX XXXXXXXXXX .... Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Period Work Schedules  Define Period Work Schedules SPRO 2.....X...X. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Daily Work Schedules  Define Rules for Variants SPRO 2...4 Define Rules for Variants Procedure 1..5 Period Work Schedules Procedure 1.5 hours per day. but the number of hours are less than the normal 8..5 hour days within a given work period. On the Change View “Rules to determine variant for monthly WS rule generation”: Overview screen..X.. XXXXXXXXXX Hol. choose the ‘New Entries’ button and enter the following values: Rule 01 01 10 10 10 No 01 02 01 02 03 Holiday Cl… ....S.. . On the Change View “Period Work Schedule”: Overview screen.50 DWS Selection Rule Normal Planned Work DWS Time WBS Time Class 08:00 23:00 – 04:00 00:00 – 08:00 PGN0 PDY1 3 3 Night PNGT 8 Hour A Night PNT2 Rotating / Night U1 4. 3..0 or 7.. XX.X.. Additional period work schedules for part-time employees working standard daily hours but a reduced number of days in the week may be added during the implementation if necessary..XXXXXXX X.. X... Nine Period Work Schedules are provided in the SAP Best Practices for HCM U. . Variant B B A 4...... Cl.. use the period work schedules ‘PDAY’ or ‘PFLX’ and the part-time flag on Infotype 0007.SAP Best Practices for HCM ...00 07.. .X.. If the employee works the standard 5 day week.. XXXXXXXXXX Day XXXXXXX . choose the ‘New Entries’ button and enter the following values: Grp PWS PWS Text Week 01 02 03 04 05 06 07 10 10 3X12 3X12 3x12 flex schedule 3x12 flex schedule 001 002 PD12 PN12 PD12 PN12 PD12 PN12 FREE FREE FREE FREE FREE FREE FREE FREE © SAP AG Page 14 of 96 .0 or 7.

The day type determines the influence on payment and also the relevance of the day for calculating attendance times.USA Time Management and Time Evaluation Configuration Guide Grp PWS PWS Text 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 3X12 3X12 4X10 9X80 9X80 9X80 9X80 P121 P121 P121 P121 P122 P122 P122 P122 P123 P123 P123 P123 P124 P124 P124 P124 PDAY PEVE PFLX PNGT PRO1 PRO1 PRO1 PRO2 PRO2 PRO2 PRO3 PRO3 PRO3 3x12 flex schedule 3x12 flex schedule 4x10 flex schedule 9x80 flex schedule 1 9x80 flex schedule 1 9x80 flex schedule 2 9x80 flex schedule 2 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Normal Day 8 Hour Evening Shift 8 Hour Flex time 7.5 Rotation schedule 7. It is therefore also used in absence counting and to determine wage types. © SAP AG Page 15 of 96 .6 Define Day Types Procedure 1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Day Types  Define Day Types SPRO 2.5 Rotation schedule 7.S. In the SAP Best Practices for HCM U.5 Week 01 003 004 001 001 002 001 002 001 002 003 004 001 002 003 004 001 002 003 004 001 002 003 004 001 001 001 001 001 002 003 001 002 003 001 002 003 PN12 PD12 PD10 9X80 9X80 9X80 9X80 PD12 PN12 PN12 PD12 FREE FREE FREE FREE PN12 PD12 PD12 PN12 FREE FREE FREE FREE PDAY PEVE PFLX PNGT PDY2 PEV2 PNT2 PEV2 PNT2 PDY2 PNT2 PDY2 PEV2 02 PN12 PD12 PD10 9X80 9X80 9X80 9X80 PD12 PN12 PN12 PD12 FREE FREE FREE FREE PN12 PD12 PD12 PN12 FREE FREE FREE FREE PDAY PEVE PFLX PNGT PDY2 PEV2 PNT2 PEV2 PNT2 PDY2 PNT2 PDY2 PEV2 03 PN12 PD12 PD10 9X80 9X80 9X80 9X80 PD12 PN12 PN12 PD12 FREE FREE FREE FREE PN12 PD12 PD12 PN12 FREE FREE FREE FREE PDAY PEVE PFLX PNGT PDY2 PEV2 PNT2 PEV2 PNT2 PDY2 PNT2 PDY2 PEV2 04 FREE FREE PD10 9X80 9X80 9X80 9X80 PD12 FREE PN12 FREE FREE PN12 FREE PD12 PN12 FREE PD12 FREE FREE PD12 FREE PN12 PDAY PEVE PFLX PNGT PDY2 PEV2 PNT2 PEV2 PNT2 PDY2 PNT2 PDY2 PEV2 05 FREE FREE FREE 9X80 FREE FREE 9X80 FREE FREE FREE FREE PD12 PN12 PN12 PD12 FREE FREE FREE FREE PN12 PD12 PD12 PN12 PDAY PEVE PFLX PNGT PDY2 PEV2 PNT2 PEV2 PNT2 PDY2 PNT2 PDY2 PEV2 06 FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE PD12 PN12 PN12 PD12 FREE FREE FREE FREE PN12 PD12 PD12 PN12 FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE 07 FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE PD12 PN12 PN12 PD12 FREE FREE FREE FREE PN12 PD12 PD12 PN12 FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE FREE 4. the four standard day types and selection rules are being used.5 Hour Night Shift 8 Hour Rotation schedule 7..5 Rotation schedule 7.5 Rotation schedule 7.5 Rotation schedule 7.SAP Best Practices for HCM .5 Rotation schedule 7.5 Rotation schedule 7.5 Rotation schedule 7.

Employee Subgroups have been assigned the following work schedule grouping in the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide 3. In addition to the delivered Work Schedule Groupings the groupings for ‘Pensioners’ and 'Executive/Sales' have been added for the SAP Best Practices for HCM U. choose the ‘New Entries’ button and enter the following values: Rule 01 02 03 10 01 Day type Weekday 1 1111111 1 1111111 1 1111111 1 1111111 Day type Saturday 1 1111111 1111111 1 1111111 1 1111111 Day type Sunday 1 1111111 1 1111111 1 1111111 1 1111111 4. 4. On the ‘Change View Day Types Text”: Overview’ screen. On the ‘Choose Activity’ screen choose the “Define Employee Subgroup Grouping” activity and choose the ‘Choose’ button.. choose the ‘New Entries’ button and enter the following values: EG Employee Group 1 Employee ESG Employee Subgroup U0 Hourly Grouping 1 Grouping Text Hourly Wage Earners © SAP AG Page 16 of 96 . Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Work Schedule Rules and Work Schedules  Define Employee Subgroup Groupings SPRO 2. On the ‘Change View “Text for Work Schedule Grouping”: Overview’ screen. choose the ‘‘New Entries’’ button and enter the following values:     Blank: Work/Paid 1: Off/Paid 2: Off/Unpaid 3: Off/Special Day 4.S.SAP Best Practices for HCM .8. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Day Types  Define Selection Rules SPRO 2. These groupings are linked to Employee Subgroups in order to define a specific work schedule that is allowed for a specific type of employee..S.1 Employee Subgroup Groupings (for work schedules) Procedure 1.8 Work Schedule Rules and Work Schedules 4. On the Change View “Definition Rules for Day Types”: Overview screen. 3.7 Define Selection Rules Procedure 1.

8. On the ‘Change View “Work Schedule Rule”: Overview’ screen.3 Groupings for the Public Holiday Calendar Procedure © SAP AG Page 17 of 96 . Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Work Schedule Rules and Work Schedules  Set Work Schedule Rules and Work Schedules SPRO 2.8.2 Set Work Schedule Rules Procedure 1.USA Time Management and Time Evaluation Configuration Guide EG Employee Group 1 1 1 1 2 2 2 2 4 4 4 7 7 7 8 8 9 9 U U Employee Employee Employee Employee Retiree/Pensioner Retiree/Pensioner Retiree/Pensioner Retiree/Pensioner Intern Intern Intern Temp/Seasonal Temp/Seasonal Temp/Seasonal Expatriate Expatriate External External Inpatriate Inpatriate ESG Employee Subgroup U1 U2 U3 U4 U3 U5 U6 U7 U0 U1 U2 U0 U1 U2 U1 U3 U8 U9 U1 U3 Salaried Exempt Salaried non-Exempt Executive Sales Executive Survivor w/Benefits Survivor w/o Benefits Regular Retiree Hourly Salaried Exempt Salaried non-Exempt Hourly Salaried Exempt Salaried non-Exempt Salaried Exempt Executive Contractor Service Provider Salaried Exempt Executive Grouping 2 2 4 4 3 3 3 3 1 2 2 1 2 2 2 4 1 1 2 4 Grouping Text Salaried Employees Salaried Employees Executive/Sales Executive/Sales Pensioners Pensioners Pensioners Pensioners Hourly Wage Earners Salaried Employees Salaried Employees Hourly Wage Earners Salaried Employees Salaried Employees Salaried Employees Executive/Sales Hourly Wage Earners Hourly Wage Earners Salaried Employees Executive/Sales 4. choose the ‘New Entries’ button and enter the following values: ES G 1 ES Group for WS Hourly wage earners Hourly wage earners Hourly wage earners Hourly wage earners PSG Holiday Cal.SAP Best Practices for HCM . 48 WS Rule 3X12_1 Start Date 01/01/1990 End Date Text USA (DISTRICT OF COLUMBIA) USA (DISTRICT OF COLUMBIA) USA (DISTRICT OF COLUMBIA) USA (DISTRICT OF COLUMBIA) 10 12/31/9999 1 1 48 48 10 10 3X12_2 3X12_3 01/01/1990 01/01/1990 12/31/9999 12/31/9999 1 48 10 3X12_4 01/01/1990 12/31/9999 4.

Access the activity using one of the following navigation options: © SAP AG Page 18 of 96 . the Public Holiday Calendar ‘48’ is attached to all Personnel Areas/Subareas.SAP Best Practices for HCM .. In the SAP Best Practices for HCM U. The Change View “Assign Personnel Subarea to Public Holiday Calendar”: Overview screen will come up with the following values: Personnel Area Personnel Area Text Personnel Subarea Personnel Subarea Text Calendar 1010 Headquarters 0001 0002 0003 0004 0005 0006 0007 0008 0009 0010 0001 0002 0003 0004 0005 0001 0002 0003 0001 0002 0001 0002 0003 0004 0001 0002 0003 0001 0002 0003 0001 0002 0001 0002 0003 Administration Human Resources Finance Sales/Marketing Manufacturing Operations Research & Development Field Support Information Technology Union A Sales/Marketing Manufacturing Operations Research & Development Union A Plant A Plant B Union A Location A Location B New York Philadelphia Washington DC Atlanta Chicago Dallas Minneapolis Human Resources Development Sales Local 112 Local 083 Human Resources Development Sales 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 1011 Product A 1012 Product B 1013 1020 Subsidiary A East 1021 Central 1022 West 1030 1032 Union Non Union 4.S. select ‘USA’ from the dropdown list. On the “Country Grouping” screen.4 Work Schedule Rules Procedure 1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Work Schedule Rules and Work Schedules  Define Groupings for the Public Holiday Calendar SPRO 2.USA Time Management and Time Evaluation Configuration Guide 1. 3.8.

00 5.S. are generated up to and including January 2007.50 07.50 162.950.33 173. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Planned Working Time  Set Default Value for the Work Schedule SPRO Feature SCHKZ is used to set the default for the Work Schedule.50 37.50 173.00 2.50 08.50 5.S.00 08.00 5.50 37.00 40.50 3.950.50 40.00 173.00 2.9 Planned Working Time 4.950.33 162.950.00 37.080.950.950.50 162.00 2.00 182.950.00 2.00 5.33 173.00 42.USA Time Management and Time Evaluation Configuration Guide IMG Path Transaction Code Time Management  Time Data Recording and Administration  Availability Define Work Schedule Rules for Availability SPRO 2. All Work Schedule Rules delivered with the SAP Best Practices for HCM U.080.00 2.33 162.00 12. As it becomes necessary to change employee groupings.950.50 08.00 182.00 5.00 07.50 173.080.950.00 07. the feature SCHKZ will need to be reviewed to identify modifications required to default the proper PWS rule on Infotype 0007.00 5.00 5. On the ‘Change View “Work Schedule Rule: Availability”: Overview’ screen.50 162.50 37.33 162.00 2.00 1.00 37.50 07.080.00 2.00 1.00 1.00 12.00 5.50 42.50 3.184.00 182.00 37.1 Defaults for the Work Schedule Procedure 1.50 3.080.00 5.50 37.00 07.00 37.00 12.00 P121 P122 P123 P124 PDAY PEVE PFLX PNGT PRO1 PRO2 PRO3 PDAY PFLX PRO1 PRO2 PRO3 PDAY PEVE PFLX PNGT PFLX 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 01/01/1996 4.184.50 07.SAP Best Practices for HCM .184.00 1.00 42.00 1.00 2.50 40.00 5.184.50 07.00 37.00 1.00 1.00 2. 3.00 5. Date Hrs Hours Hours Days Hours for PWS 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 3 3 3 3 4 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 48 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 P121 P122 P123 P124 PDAY PEVE PFLEX PNGT PROT1 PROT2 PROT3 PDAY PFLEX PROT1 PROT2 PROT3 PDAY PEVE PFLEX PNGT PFLEX 12. HOL PSG WS Rule Daily Weekly Monthly Work Annual PWS Ref.50 37.9. are attached to holiday calendar ‘48’ only.00 07.50 173.00 08.50 08.50 07.00 2. Work Schedule Rules delivered with the SAP Best Practices for HCM U.00 5.00 40.00 08.00 5.50 162.50 3. © SAP AG Page 19 of 96 .50 182.00 1.50 40. you can view the following values: GRP.00 5.50 162.50 173.50 40.00 1.00 40.00 42.00 5.33 162.00 5.50 08.33 162.00 1.00 5.080.080.950.00 07.00 2.

You can use feature WRKHR to determine whether the system should use the value from the current work schedule rule or the value in the original record. Access the activity using one of the following navigation options: IMG Path Transaction Code Three definitions are available for Working Week however. This value can also be overwritten. & WRKHR=D/X. the weekly working days are automatically taken from the work schedule rule specified in the record.9.S. you will view the following values:  WRKHR: D ** 10 MOLGA &WRKHR=D/X. is working week ‘01’. 4. It may be necessary based on client requirements to modify feature WWEEK in order to default the proper working week. PERSG &SCHKZ=PDAY. the default set in the SAP Best Practices for HCM U.3 Define for Working Week Time Management  Work Schedules  Planned Working Time  Define Working Weeks SPRO 1. 3. choose “Set Default Values for Working Weeks” activity and choose the ‘Choose’ button.2 Set Which Hour Fields are Entry Procedure 1. &SCHKZ=PFLEX. 4. On the “Process feature SCHKZ: decision tree” screen.SAP Best Practices for HCM . On the “Process feature WWEEK: decision tree” screen you will see the following values:  WWEEK: © SAP AG Page 20 of 96 . On the ‘Choose Activity’ screen.USA Time Management and Time Evaluation Configuration Guide 2.9. you will view the following values:  SCHKZ: D ** 10 10 10 10 10 10 10 D * 1 1 1 1 2 D ** U3 U4 MOLGA &SCHKZ=. &SCHKZ=PFLEX. when the infotype record is changed or copied. 2. PERSK &SCHKZ=PDAY. &SCHKZ=PFLEX. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Planned Working Time  Set Which Hour Fields Are Entry Fields SPRO 2. On the “Process feature WRKHR: decision tree” screen. When the Planned Working Time (IT0007) record is created.

Working Hours Max No. screen 2000 Next screen 2. 4. On the Change View “Infotype Screen Control” screen you will see the following values: Mod. Working Hours Monthly Hours Minimum weekly working hours Maximum number of work hours per Monthly Hours Minimum number of work hours per Maximum number of work hours per Annual working hours Minimum annual working hours Maximum Number of Working Hours Weekly Workdays Create Daily Work Schedule Dynam Create Daily Work Schedule Dynam Additional indicator for time ma Working Week Std                   Hide   © SAP AG Page 21 of 96 . On the ‘Choose Activity’ screen.9. On the “Choose Activity” screen. choose “Define Working Weeks” and choose the ‘Choose’ button.5 Infotype Screen Control 1. On the ‘Change View “Working Weeks”: Overview’ screen you will see the following values: Working Week 01 02 03 ‚ Start Time Name of Working Week Working week Monday Working week Friday 12 noon Working week Monday 12 midnight Length 07 07 07 Start Date 01/01/1990 01/05/1990 01/01/1990 12:00:00 00:00:00 4.9.4 Define Working Weeks 1. &WWEEK=01. Screen Control fields: Field Name P0007-SCHKZ P0007-ZTERF P0007-EMPCT P0007-TEILK P0007-TEILK P0007-ARBST P0007-MINTA P0007-MAXTA P0007-WOSTD P0007-MINWO P0007-MAXWO P0007-MOSTD P0007-MINMO P0007-MAXMO P0007-JRSTD P0007-MINJA P0007-MAXJA P0007-WKWDY P0007-DYSCH P0007-DYSCH P0007-KZTIM P0007-WWEEK Field Text Work Schedule Rule Employee Time Management Status Employment percentage Indicator Part-Time Employee Indicator Part-Time Employee Daily Working Hours Min No. Pool MP000700 Grp 001 002 003 004 004 005 006 007 008 009 010 011 012 013 014 015 016 017 018 018 019 020 Screen 2000 Feature Variable Key 10 Alt.USA Time Management and Time Evaluation Configuration Guide D ** 10 MOLGA &WWEEK=. choose “Activate ‘Working Week’ Entry Field” activity and choose the ‘Choose’ button.SAP Best Practices for HCM .

&TMSTA=0.  TMSTA: 10 10 10 10 10 10 ** D D ** U1 U2 U3 U4 MOLGA PERSK &TMSTA=0. &TMSTA=0. &TMSTA=0. It may be necessary based on client requirements to modify feature TMSTA in order to default the proper time management status.1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Work Schedules  Planned Working Time  Set Default Value for Time Management Status SPRO The time management status will be defaulted to value ‘0’ for all types of employees.9. you should use the time management status ‘7’. If you are not installing the K05 Payroll building block or integrating with SAP Payroll. 5 Time Recording and Administration 5.1 PDC Processing Statuses Procedure 1.S. 5. will vary depending on the specific function of the grouping code. codes in the SAP Best Practices for HCM U.SAP Best Practices for HCM . Generally. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  General Settings  Define Settings for Pair Formation SPRO 2. &TMSTA=0.S. you will see the following values © SAP AG Page 22 of 96 .1 Personnel Subarea and Employee Subgroup Groupings The Personnel Subarea Groupings for the time recording in the SAP Best Practices for HCM U. are either set to ‘01’ or ’10’.6 Set Default Value for Time Management Status Procedure 1. On the ‘Change View “PDC Processing Statuses”: Overview’ screen.USA Time Management and Time Evaluation Configuration Guide 4. &TMSTA=0.

On the ‘Change View “PDC Processing Statuses ”: Overview’ screen.SAP Best Practices for HCM . setup and machine time Posting Time Tickets Supplying Actual Times to Logistics Repeated Posting of Work Time Events 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 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 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 5.2 Define Settings for Pair Formation Procedure 1.start/end of day is estimated Time events which follow in quick succession Value limit for time events which follow in quick succession Assigning a Time Event to the Current or Previous Day Clock-in or clock-out Start or end of off-site work Employee is absent and makes an 'end of off-site work' entry Employee is absent and makes a 'clock-out' entry Employee is absent and makes a 'start of off-site work' entry Employee is absent and makes a 'start/end of off-site work' entry Employee is absent and makes a 'start of break' entry Employee is at work and makes a 'clock-in' entry Employee is at work and makes an 'end of off-site work' entry Employee is working off-site and makes a 'clock-in' entry Employee is working off-site and makes a clock-out entry Employee is on break and makes 'clock-in' entry No account assignment No account assignment: Depth of search Time event finds time ticket already filled with data Determining productive. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Processing Absence Quotas in Payroll  Time Quota Compensation  Quota Overview  Time Evaluation  General Settings  Define Settings for Pair Formation SPRO Transaction Code 2.1.start/end of day is estimated Employee has day off . you will see the following value: © SAP AG Page 23 of 96 .USA Time Management and Time Evaluation Configuration Guide Processing Status Text PSG 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 Status A00 A01 A02 A03 A04 A05 A06 A07 A10 A11 C01 C02 C03 C04 C05 C11 C12 C21 C22 C31 F03 F04 F07 F08 G01 G02 L00 Repeated posting of time events First record of day Assigning a Record to a Day or a Subsequent Day Employee has day off .

5 Groupings for the Personnel Subareas Procedure © SAP AG Page 24 of 96 .1.SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Limit Employee Status for Time Management SPRO 4.1. On the ‘Change View “Time Constraint Reaction for Time Management Infotypes”: Overview’ screen.1. On the ‘Change View “Employee Time Management Status”: Overview’ screen. you will see the following values: TM Status 0 1 2 7 8 9 Text No Time Evaluation Time Evaluation of Actual Times PDC Time Evaluation Time Evaluation Without Payroll Integration External Services Time Evaluation of Planned Times 5.USA Time Management and Time Evaluation Configuration Guide PSG 01 Status A00 Processing Status Text Repeated posting of time events Start Date 01/01/1900 End Date 12/31/9999 5. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Specify System Reaction to Overlapping Time Infotypes SPRO 2.3 Employee Time Management Status Procedure 3.4 Overlapping Time Infotypes Procedure 1. you will see the following values: Infotype 2001 2002 2003 2004 2005 2006 2007 2011 2012 2013 Infotype Text Absences Attendances Substitutions Availability Overtime Absence Quotas Attendance Quotas Time Events Time Transfer Specifications Quota Corrections Time Con. Class 01 01 01 01 02 01 01 00 00 00 5.

are set to the following values for time recording functions. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Availability Group Personnel Subareas for Availability Types SPRO 2.S. Personnel subareas in the SAP Best Practices for HCM U.SAP Best Practices for HCM . Groupings that are utilized and referenced in the following sections include grouping codes for Substitutions. Availability. Absences. and Managing Time Accounts Using Attendance/Absence Quotas.USA Time Management and Time Evaluation Configuration Guide 1. A more convenient way to access this table is to use the following menu path: SM30  Table View ‘V_001P_ALL’  Maintain Table PA Personnel PSA PSA Text Area Text 1010 Headquarter 0001 Administration s 0002 Human Resources 0003 Finance 0004 Sales/Marketin g 0005 Manufacturing 0006 Operations 0007 Research & Development 0008 Field Support 0009 Information Technology 0010 Union A Product A 0001 Sales/Marketin g 0002 Manufacturing 0003 Operations 0004 Research & Development 0005 Union A Product B 0001 Plant A 0002 Plant B 0003 Union A Subsidiary A 0001 Location A 0002 Location B East 0001 New York 0002 Philadelphia 0003 Washington DC 0004 Atlanta Central 0001 Chicago 0002 Dallas 0003 Minneapolis West 0001 Human Resources 0002 Development 0003 Sales Abs/Att Time Subst/ Abs/Att Time Type Quotas Avail Counting Recording 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 1011 1012 1013 1020 1021 1022 © SAP AG Page 25 of 96 .

SAP Best Practices for HCM . Groupings that are utilized and referenced in the following sections include Time Quotas only. Access the activity using one of the following navigation options: IMG Path 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 SPRO Transaction Code 2.S. EG 1 1 1 1 1 2 2 2 2 4 4 4 7 7 7 8 8 9 9 U U Employee Group Employee Employee Employee Employee Employee Retiree/pensioner Retiree/pensioner Retiree/pensioner Retiree/pensioner Interns Interns Interns Temp/Seasonal Temp/Seasonal Temp/Seasonal Expatriate Expatriate Extermal External Inpatriate Inpatriate ESG U0 U1 U2 U3 U4 U3 U5 U6 U7 U0 U1 U2 U0 U1 U2 U1 U3 U8 U9 U1 U3 Employee Subgroup Hourly Salaried Exempt Salaried non-Exempt Executive Sales Executive Survivor w/Benefits Survivor w/o Benefits Regular Retiree Hourly Salaried Exempt Salaried non-Exempt Hourly Salaried Exempt Salaried non-Exempt Salaried Exempt Executives Contractor Service Provider Salaried Exempt Executive Time Quota 1 2 2 4 4 4 3 3 3 1 2 2 1 2 2 2 4 1 1 2 4 5. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  © SAP AG Page 26 of 96 . Employee subgroups in the SAP Best Practices for HCM U.7 Daily Work Schedule Variants for Absence Procedure 1.1. are set to the following values for time recording functions.6 Groupings for Employee Subgroups for Time Quota Procedure 1.USA Time Management and Time Evaluation Configuration Guide PA Personnel PSA PSA Text Area Text 1030 1032 Union A Non Union 0001 Local 112 0002 Local 083 0001 Human Resources 0002 Development 0003 Sales Abs/Att Time Subst/ Abs/Att Time Type Quotas Avail Counting Recording 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 01 01 01 01 01 5.1.

Assign Grouping for Daily Work Schedule Variant 3. Type Text Illness w/o specification Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occ. If you select “Check Variants for Daily Work Schedule”. If you select “Assign Grouping for Daily Work Schedule Variant”.SAP Best Practices for HCM .5 RotationEve 7.5 8 Hour Evening 8 Hour Evening Flex Schedule Flex Schedule 12 Hour Night 8 Hour Night 8 Hour Night RotationNgt 7. Check Daily Work Schedule Selection Rule 3. or “Check Daily Work Schedule Selection Rule” then you will see the following data: Group 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Daily Work Schedule 9X80 9X80 FREE PD10 PD12 PDAY PDAY PDY2 PEV2 PEVE PEVE PFLX PFLX PN12 PNGT PNGT PNT2 9X80 Variant A Daily WS text 9x80 Flex 9x80 Flex Normal Day Off 10 Hour Day 12 Hour Day 8 Hour Day 8 Hour Day RotationDay 7. then you will see the following data: PSG 09 10 10 10 10 10 10 10 10 10 10 10 10 10 10 A/A Type 1010 0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 Att. Inj/Worker's Comp Maternity FMLA Jury Duty Bereavement Start Date 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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 © SAP AG Page 27 of 96 . Check Variants for Daily Work Schedule 2. On the ‘Choose Activity’ screen you can select any of the following activities: 1.5 9x80 Flex Start Date 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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 A A A A 4. Create Rules for Daily Work Schedules 4.USA Time Management and Time Evaluation Configuration Guide Absences  Absence Catalog  Absence Counting  Determine Daily Work Schedule Variants for Absence Transaction Code SPRO 2./Abs.

.1.00500 0..25000 0.25000 0.75000 0.25000 X X X X 5.. use the rounding rule ‘70’.X..2 Define Substitution Types Procedure 1.25000 0.50000 0.SAP Best Practices for HCM . Rule Description 01 02 Round up or down Round percentage No.50000 0.99999 1. XXXXXXXXXX XXXXXXXXXX ..00000 0.00000 Upper Limit Target 03 04 07 23 24 70 001 001 002 003 Not whole or half 001 Round to 2 decimal places 001 No rounding 001 Round down to nearest whole number 001 Round up to nearest whole number Round percentage 0 001 001 002 003 004 001 X 1.50000 X X 0.75000 0.50000 0.00000 1. Cl.99999 X 0.25000 0.25000 X 0. then you will see the following data: Rule 01 GB NL PT Number 01 01 01 01 Holiday Cl.USA Time Management and Time Evaluation Configuration Guide PSG 10 A/A Type 0650 Att...75000 1...999. XXXXXXXXX X. Type Text Military Service Start Date 01/01/1990 End Date 12/31/9999 5. . If you select “Create Rules for Daily Work Schedules”.75000 99.S.75000 X 0.00000 1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Counting  Rules for Absence Counting (New)  Define Rules for Rounding Counted Absences SPRO Transaction Code 2...00000 X X 1.. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Substitutions  Define Substitution Types SPRO © SAP AG Page 28 of 96 .50000 X X X X X 80 Round up to nearest half number 0.00000 X 0.S.75000 1. In addition to the standard delivered Rounding Rules one additional rule has been created for use in the SAP Best Practices for HCM U.00000 0.. All absences and attendances delivered in the SAP Best Practices for HCM U.00000 0../Abs.. Weekday XXXXXXX XXXXXXX XXXXXXX XXXXXXX Variant A I A V 5..XXXXXXXXX XXXXXXXXXX Grp.00000 0.01500 0.00000 X 0.00000 0. Att/Abs .01000 X X 1.8 Rules for Rounding Counted Absences and Attendances Procedure 1.999. Lower Limit 0..X..50000 1...50000 X 99.00000 1. Next D.50000 0. XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX Hol.

you will see the following values: PSG 10 A/A Type 0100 Att. On the ‘Change View “Absence: General Settings”: Overview’ screen. The following customizing has been made in the SAP Best Practices for HCM U. choose the ‘‘New Entries’’ button and enter the following values: PSG Subs Substitution Type Text 10 10 10 10 01 02 03 04 Foreman substitution Position substitution Employee substitution Shift substitution Time Constraint 01 02 01 01 Change Compensation Reduced Work Hours 5. &VTART=04. to support the most commonly used Substitutions.S.2.1 Set Defaults for Substitution Types Procedure 4. On the ‘Change View “Substitution Types”: Overview’ screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Determine Entry Screens and Time Constraint Classes SPRO Transaction Code 2.3 Absences 5. 5.USA Time Management and Time Evaluation Configuration Guide 2.3. It is likely that this situation will not be valid for most SAP customers. &VTART=02.SAP Best Practices for HCM .  VTART: D ** 07 10 MOLGA &VTART=02. Substitutions are planned exceptions to an employee’s work schedule for a defined period of time. changes may be required./abs. 3.1 Entry Screens / Time Constraint Classes Procedure 1. and therefore. type text Vacation Start Date 01/01/1990 End Date 12/31/9999 © SAP AG Page 29 of 96 . Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Substitutions  Set Defaults for Substitution Types SPRO In Feature VTART “Position Substitution – Substitution type 02” has been defaulted for MOLGA “10”.

is set up such that all absence types are valid for all personnel area/subarea combinations. Absence types have been created for multiple personnel subarea groupings. type text Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occ. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Define Absence Types SPRO 2. 3. The SAP Best Practices for HCM U.S.2 Define Absence Types Procedure 1. On the ‘Change View “Absence: Input Checks”: Overview’ screen.USA Time Management and Time Evaluation Configuration Guide PSG 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 A/A Type 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 0650 0700 Att. In order to comply with the jurisdictional requirements in each location. choose the ‘New Entries’ button and enter the following values: PS Group 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Absence 0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 0650 Absence Type Text Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occupational Injury / Workers’ Compensation Maternity Family Medical Leave (FMLA) Jury Duty Bereavement Leave Military Service © SAP AG Page 30 of 96 ./abs. Inj/Worker's Comp Maternity FMLA Jury Duty Bereavement Military Service Strike / Lockout Start Date 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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 5.SAP Best Practices for HCM .3.

Counting rules define how absences are treated based on the type of day. In the SAP Best Practices for HCM U. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Counting  Define Counting Classes for the Period Work Schedule SPRO Transaction Code 2. four Absence Counting classes have been used for the period work schedule valuation.1 Counting classes for the period work schedule Procedure 1.5 PWS Valuation 3 5 2 1 3 3 3 3 1 1 2 1 4 4 4 5. In the SAP Best Practices for HCM U. several new quota deduction rules have been defined.5 Rotation schedule 7. If additional Period Work Schedules are created a review of the counting classes may be necessary.2 Counting Rules for Absences Procedure 1. choose the ‘New Entries’ button and enter the following values: Group 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 PWS 3X12 4X10 9X80 9X81 P121 P122 P123 P124 PDAY PEVE PFLX PNGT PRO1 PRO2 PRO3 PWS Text 3X12 Flex Schedule 4X10 Flex Schedule 9X80 Flex Schedule 1 9X80 Flex Schedule 2 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Rotation Schedule 12 Normal Day 8 Hour Evening Shift 8 Hour Flex time 7.5 Hour Night Shift 8 Hour Rotation schedule 7. and day of the week.4 Absence Counting 5.SAP Best Practices for HCM .S. These PWS counting classes are used in the Generation of Wage Types.4.S. © SAP AG Page 31 of 96 .5 Rotation schedule 7. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Absence Counting (New)  Define Counting Rules SPRO Transaction Code 2. 3.USA Time Management and Time Evaluation Configuration Guide PS Group 10 Absence 0700 Absence Type Text Strike / Lockout 5.. On the ‘Change View “Period Work Schedule Valuation”: Overview’ screen.4.

choose the ‘New Entries’ button and enter the following values: ESG PSG Rule Counting Rule 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 3 3 4 4 4 4 4 4 4 4 4 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 001 002 002 002 003 004 005 006 010 001 002 002 002 003 004 005 006 010 001 010 001 002 002 002 003 004 005 006 010 Absence Counting . Since all Absence Types require a counting rule.S.USA Time Management and Time Evaluation Configuration Guide All SAP Best Practices for HCM U. period work schedule class.No Quota.S. 5. with Public Holiday Absence Counting – No Quota Vacation Counting Vacation Counting Vacation Counting Comp Time for Overtime Floating Holiday Sick / Illness Quota Personal Time Counting Rule Absence Counting – No Quota. with the exception of 'Vacation'. and daily work schedule class. On the ‘Change View “Counting Rule”: Overview’ screen. also provides a Generic Absence counting rule for non-quota absence types with and without Public Holiday 4. However. day type. changes can be made in the IMG under Define Counting Rules. The ‘Illness’ counting rule has been configured to a full day. with Public Holiday Absence Counting – No Quota Vacation Counting Vacation Counting Vacation Counting Comp Time for Overtime Floating Holiday Sick / Illness Quota Personal Time Counting Rule Absence Counting . On the ‘Counting Rule’ details screen. weekday. 3.No Quota. absences are applied to the quotas in the first sequence number at 100% and at 150% in the second based on the period work schedule counting class and daily work schedule class. with Public Holiday Absence Counting – No Quota Absence Counting – No Quota.No Quota Vacation Counting Vacation Counting Vacation Counting Comp Time for Overtime Floating Holiday Sick / Illness Quota Personal Time Counting Rule Absence Counting . Two sequence numbers have been assigned to the counting rule defined for 'Vacation' in which all types of holiday classes and weekdays apply. have one selection rule in which absences are applied to the quota at 100% based on the holiday class. the SAP Best Practices for HCM U.SAP Best Practices for HCM . The quota deduction rule is defined in the section on Quotas to follow. If you need to configure this to a half day. see Condition for Absence/Attendance and select box < 1day. Seq# Multiplier Multiplier Deduction Hours Days Rule 001 001 002 003 001 001 001 001 001 001 001 002 003 001 001 001 001 001 001 001 001 001 002 003 001 001 001 001 001 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 150% 125% 100% 100% 100% 100% 100% 100% 100% 150% 125% 100% 100% 100% 100% 100% N/A 003 003 003 001 002 004 010 N/A N/A 003 003 003 001 002 004 010 N/A 100% N/A 100% N/A 100% 100% 150% 125% 100% 100% 100% 100% 100% N/A 003 003 003 001 002 004 010 N/A © SAP AG Page 32 of 96 . ‘Counting Rules’.

you will see the following values: PSG 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Absence 0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 0650 0700 Absence Text Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occupational Injury / Workers’ Compensation Maternity Family Medical Leave (FMLA) Jury Duty Bereavement Leave Military Service Strike / Lockout Quota Dedn Rule 002 001 001 005 010 010 003 004 006 010 010 006 001 001 001 001 5.4. If additional Absence types are added.S.4. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Assign Counting Rules to Absence Types SPRO Transaction Code 2. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Define Indicators for the Personal Calendar SPRO Transaction Code © SAP AG Page 33 of 96 . The following Absence types delivered in the SAP Best Practices for HCM U. are assigned to the appropriate Counting Rule. the appropriate Counting Rule must be assigned.SAP Best Practices for HCM . Absence types not assigned to a quota must be assigned counting rule ‘001’ or ‘010 depending on the requirements.USA Time Management and Time Evaluation Configuration Guide ESG PSG Rule Counting Rule with Public Holiday Seq# Multiplier Multiplier Deduction Hours Days Rule 5.3 Assign Counting Rules to Absence types Procedure 1. On the ‘Change View “Absence: Counting and Quota Deduction”: Overview’ screen.4 Indicators for the Personal Calendar Procedure 1. 3.

choose “Define Indicators for the Personal Calendar”.5.SAP Best Practices for HCM .. Additional indicators.5. On the ‘Choose Activity’ screen. and choose ‘Choose’ button.S.1 5. choose the ‘New Entries’ button and enter the following values: PSG Absence Absence Type Text 10 10 0500 0510 Maternity FMLA Min. for both female and male employees based on the legislative requirements for FMLA. Two absences have been created to support Maternity Leaves and Parental Leaves. On the Change View “Symbol for Attendance and Absence”: Overview screen. On the ‘Change View “Absence: Input Checks”: Overview’ screen.1 Procedure 1.S. choose the ‘New Entries’ button and enter the following values: PSG 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Absence 0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 0650 0700 Absence Type Text Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occupational Injury / Workers’ Compensation Maternity Family Medical Leave (FMLA) Jury Duty Bereavement Leave Military Service Strike / Lockout Calendar Indicator V A U I D L O H Y D M F J B K S 5.1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Maternity Protection  Define Absence Types SPRO Maternity Protection Define Absence Types Transaction Code 2. Duration 001 001 Max Duration 999 999 Second Date Required © SAP AG Page 34 of 96 .5 Special Absence Data 5. 3. 3. configured in the system by the customer. Maternity and Family Care leaves are configured in the SAP Best Practices for HCM U. must be added for each new Absence Type.USA Time Management and Time Evaluation Configuration Guide 2. Revised calendar indicators have been defined and attached to Absences delivered with the SAP Best Practices for HCM U.

This feature has been customized to allow maternity/FMLA for both male and female employees. 3. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Maternity Protection  Set Eligibility for Infotype SPRO Transaction Code 2. On the “Process feature MASEX: decision tree” screen.1. The eligibility for Infotype 0080 is controlled by feature MASEX.4 Procedure Maternity Protection Periods 1.5. &MASEX=0.  MASEX: D 10 07 ** MOLGA &MASEX=0.5. On the ‘Change View “Types of Birth”: Overview’ screen. you will see the following values: 4.SAP Best Practices for HCM . The following types of birth have been defined to facilitate the accurate processing of IT0080 for either Maternity or FMLA.2 Procedure Set Eligibility for Infotype 1. choose the ‘New Entries’’ button and enter the following values: 3.1.USA Time Management and Time Evaluation Configuration Guide 5. Maternity and FMLA leaves should be recorded using the Maternity Protection / Parental Leave Infotype (IT0080) which will automatically generate the dates for all applicable absences based on the expected date of delivery entered and the above minimum / maximum rules. &MASEX=1.1.3 Procedure Types of Birth 1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Maternity Protection  Define Types of Birth SPRO Transaction Code 2. 5.5. PSG 10 10 Birth Type 01 02 Birth Type Text Normal Caesarean 5. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Maternity Protection  Define Maternity Protection Periods © SAP AG Page 35 of 96 .

choose the ‘New Entries’ button and enter the values from the table below: 3.1 Military Service Eligibility for Infotype Procedure 1. On the ‘Change View “Rule Table: Absences for Maternity Protection”: Overview’ screen.5.5 Procedure Define Default Absence Types 1.5. The following absence types have been defined to default when creating the Maternity Protection infotype (IT0080): Infotype 0080 0080 PSG 10 10 Absence Type 0500 0510 Absence type Text Maternity FMLA Default? 5.5. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Military and Non-Military Service  Set Eligibility for Infotype SPRO Transaction © SAP AG Page 36 of 96 .1. On the ‘Change View “Defaults for Absence Types”: Overview’ screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Maternity Protection  Define Default Absence Types SPRO Transaction Code 2.2 5.S. 5. the following maternity protection periods have been defined to correctly calculate the ‘begin’ and ‘end’ dates of the absences based on the type of birth.SAP Best Practices for HCM . choose the ‘New Entries’ button and enter the values from the table below: 3.. The date of delivery will not be included in the calculation of absence dates. PSG Absence 10 10 10 10 10 0500 0500 0510 0510 0510 Absence Type Text Maternity Maternity FMLA FMLA FMLA Type of Birth Normal Caesarean Normal Caesarean Max Wks After 006 008 012 012 012 Max Wks Duration 006 008 006 006 004 Gender 2 2 2 Previous Absence 0500 0500 0500 In each of the absence/birth type combinations the absence will be extended or shortened based on the actual date of delivery entered on the infotype.2.USA Time Management and Time Evaluation Configuration Guide Transaction Code SPRO 2. In SAP Best Practices for HCM U.

. choose the ‘New Entries’ button and enter the values from the table below: © SAP AG Page 37 of 96 . Military Service has been configured in the SAP Best Practices for HCM U.5. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Military and Non-Military Service  Define Service Types SPRO Transaction Code 2.SAP Best Practices for HCM .S.2. 3. &DFSEX=0. One absence has been created to support Military Leaves.  DFSEX: D ** 07 10 MOLGA &DFSEX=2. Although the begin and end dates of the absence are not automatically generated. On the ‘Change View “Absence: Input Checks”: Overview’ screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Military and Non-Military Service  Define Absence Types SPRO Transaction Code 2. On the “Process feature DFSEX: decision tree” screen.2. On the ‘Change View “Subtype Characteristics”: Overview’ screen. &DFSEX=0. 3. 5. Duration 001 Max Duration 999 Second Date Required 4.3 Procedure Service Types 1.USA Time Management and Time Evaluation Configuration Guide Code 2.5. choose the ‘New Entries’ button and enter the values from the table below: PSG Absence Absence Type Text 10 0650 Military Service Military Service 01 Military Service Text Military Service Absence Duration 8 months 5. you will see the following values: PSG Absence Absence Type Text 10 0650 Military Service Min.2 Procedure Define Absence Types 1. The eligibility for Military Service (IT0081) is controlled by feature DFSEX. This feature has been customized to allow military service for both male and female employees. Military leave may be recorded using the Military Service (0081) infotype. validation of the maximum duration is performed based on the above absence duration rules.

2. Name 01 Military service Start Date 01/01/1990 End Date 12/31/9999 5.5 Procedure Military Ranks 1.SAP Best Practices for HCM . Type Text Military Service MSTy.5.5. choose the ‘New Entries’ button and enter the values from the table below: Military Rank 000 001 002 003 010 020 10 Text Gunner Private Private first class Lieutenant First reserve Second reserve © SAP AG Page 38 of 96 . On the ‘Change View “Periods of Military Service”: Overview’ screen. choose the ‘New Entries’ button and enter the values from the table below: PSG A/A Type 10 0650 Att/abs. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Military and Non-Military Service  Define Military Ranks SPRO Transaction Code 2.USA Time Management and Time Evaluation Configuration Guide Subtype 01 02 03 RA RC RF Name Military service Non-military service Regular soldier Republic of Singapore Army Singapore Civil Defence Force Republic of Singapore Air Force RN RP Republic of Singapore Navy Singapore Police Force 5. On the ‘Change View “Military Service Ranks”: Overview’ screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Military and Non-Military Service  Define Periods SPRO Transaction Code 2.2.4 Procedure Define Periods 1.

/Absence 0500 0510 Att. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Attendances / Actual Working Types  Define Attendance Types SPRO 2. It is likely that this situation will not be valid for most SAP customers.6. The following Attendance types were created for the SAP Best Practices for HCM U. 3.1 Attendance Types Procedure 1. On the ‘Change View “Absence: Input Checks”: Overview’ screen. The SAP Best Practices for HCM U.S. changes may be required. All attendances have been attached to personnel subarea grouping 10. type text Maternity FMLA Start Date 01/01/1900 01/01/1900 End Date 12/31/9999 12/31/9999 5.2. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Special Absence Data  Military and Non-Military Service  Define Default Absence Types SPRO Transaction Code 2. and therefore.S.6 Procedure Default Absence Types 1.6 Attendances 5. choose the ‘New Entries’ button and enter the following values: PSG 10 10 10 10 10 10 10 10 10 10 Attendance 0800 0801 0802 0803 0804 0810 0820 0821 0825 0830 Attendance Type Text Attendance Hours Overtime Hours – Paid Overtime Hours – Paid + Comp Overtime Hours – Comp Call In / On Call Business Trip Education/Training – Internal Education/Training – External Course Instructor Meeting/Seminar © SAP AG Page 39 of 96 . is set up such that all attendance types are valid for all personnel area/subarea combinations./abs.5.. choose the ‘New Entries’ button and enter the values from the table below: Infotype 0080 0080 PSG 10 10 Att.SAP Best Practices for HCM .USA Time Management and Time Evaluation Configuration Guide 5. On the ‘Change View “Default for Absence Types”: Overview’ screen.

6.USA Time Management and Time Evaluation Configuration Guide 5. On the ‘Change View “Overtime Compensation Types”: Overview’ screen. to facilitate the payment and banking of Overtime hours. 4.5 Banked Overtime @1. Any hours in excess of the standard working hours will be paid according to the Overtime Compensation type entered on IT2002 and the overtime rules defined in Time Evaluation.SAP Best Practices for HCM . display and maintain a record of a particular attendance type. Additional Overtime Compensation types have been defined in the SAP Best Practices for HCM U.2 Define Overtime Compensation Types Procedure 1.S. The time constraint class controls the system reaction if a new record in the Attendances infotype (2002) overlaps with existing time infotype records in the system. 3. Overtime Hours and Banked Overtime Hours attendances may be input using infotype 2002. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Overtime  Define Types of Overtime Compensation SPRO 2.0 Banked Overtime @ 1.0 Remuneration @2.6. Access the activity using one of the following navigation options: IMG Path Transaction Code 2.0 Remuneration @ 1. The Entry screen number for an attendance determines which screen is used to enter.0 5. you will see the following value: PSG 10 A/AType 0800 A/A Type Text Attendance hours Start Date 01/01/1990 End Date 12/31/9999 © SAP AG Page 40 of 96 . On the ’Change View “Attendance: General Settings“: Overview’ screen. 3. with the use of the overtime compensation. However.3 Determine Entry Screens and Time Constraint Classes Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Determine Entry Screens and Time Constraint Classes SPRO 1.5 Banked Overtime @ 2. key specific attendances for overtime are no longer necessary. choose the ‘New Entries’ button and enter the following values: Rule 0 1 2 3 D E F Counting Rule Depends on Wage Type Remuneration @1. All hours can be entered using attendance type 0800 – Attendance Hours.

weekday. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Absence Counting (New)  Define Counting Rules SPRO Transaction Code 2. an additional attendance or the modification of an existing attendance will be required.S..7.USA Time Management and Time Evaluation Configuration Guide 5. If there is a need at the customer site to track approved overtime. day type.7 Attendance Counting 5. # 001 001 001 001 001 001 001 001 001 001 001 001 001 Quota Multiplier Hours 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Quota Multiplier Days Deduction Rule 1 1 1 1 2 2 2 2 3 4 4 4 4 10 10 10 10 10 10 10 10 10 10 10 10 10 021 023 024 025 021 023 024 025 021 021 023 024 025 Attendance Counting No Quota Approved Overtime Counting Training/Education Counting Business Trip Counting Attendance Counting No Quota Approved overtime Counting Training/Education Counting Business Trip Counting Attendance Counting No Quota Attendance Counting No Quota Approved overtime Counting Training/Education Counting Business Trip Counting 100% N/A 100% 023 100% 024 100% N/A 100% N/A 100% 023 100% 024 100% N/A 100% N/A 100% N/A 100% 023 100% 024 100% N/A © SAP AG Page 41 of 96 .1 Counting Rules Procedure 1. In the SAP Best Practices for HCM U. Since all Attendance Types require a counting rule.SAP Best Practices for HCM . counting rules have one selection rule in which attendances are applied to the quota at 100% based on the holiday class. On the ‘Change View “Marital Counting rule”: Overview’ screen. 3. All SAP Best Practices for HCM U. Counting Rules defines how attendances are treated based on the type of day and day of the week.S. and daily work schedule class. choose the ‘New Entries’ button and enter the following values: ESG PSG Rule Counting Rule Seq. the SAP Best Practices for HCM USA also provides a Generic Attendance counting rule for non-quota attendance types. period work schedule class. several new counting rules have been defined.

SAP Best Practices for HCM - USA

Time Management and Time Evaluation Configuration Guide

5.7.2

Counting Rules Assigned to Attendance types.

Procedure
1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Absence Counting (New)  Assign Counting Rules to Attendance Types SPRO

Transaction Code

2. For the Attendances delivered with the SAP Best Practices for HCM U.S., the appropriate counting rule is assigned in the system. If Attendance Types are added, the customer must assign the appropriate Counting Rule. 3. On the ‘Change View “Attendance: Counting and Quota Deduction”: Overview’ screen, you will see the following values: PSG
10 10 10 10 10 10 10 10 10 10

Attendance
0800 0801 0802 0803 0804 0810 0820 0821 0825 0830

Attendance Text
Attendance Hours Overtime Hours – Paid Overtime Hours – Paid + Comp Overtime Hours – Comp Call In / On Call Business Trip Education/Training – Internal Education/Training – External Course Instructor Meeting / Seminar

Rule
021 023 023 023 021 025 024 024 021 021

Quota Deduction

5.7.3

Rounding Counted Attendances

Procedure
1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Rules for Attendance Counting (New)  Define Rules for Rounding Counted Attendances SPRO

Transaction Code Ro. Rule
70 70 70 70

2. On the ‘Change View “Rounding Rule”: Overview’ screen, you will see the following values: Name
Round Percentage Round Percentage Round Percentage Round Percentage

No. Lower Limit
001 002 003 004 0.25000 0.50000 0.75000

Incl. Upper Limit
0.25000 0.50000 0.75000 99,999.99999

Incl. Target Value
    0.25000 0.50000 0.75000 1.00000

Roll.
  

© SAP AG

Page 42 of 96

SAP Best Practices for HCM - USA

Time Management and Time Evaluation Configuration Guide

5.7.4

Define Counting Rules

Procedure
1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Rules for Attendance Counting (New)  Define Counting Rules SPRO

Transaction Code

1. On the ‘Change View “Counting rule”: Overview’ screen, select the ‘New Entries’ button and enter the following data: ESG PSG Counting Rule
1 1 1 1 1 1 1 10 10 10 10 10 10 10 001 002 002 002 003 004 005

Text
Absence Counting - No Quota Vacation Counting Vacation Counting Vacation Counting Comp Time for Overtime Floating Holiday Sick / Illness Quota

Number
001 001 002 003 001 001 001

1
1 1 1 1

10
10 10 10 10

006
010 021 023 024

Personal Time Counting Rule
Absence Counting - No Quota, with Public Holiday Attendance Counting - No Quota Approved Overtime Counting Training/Education Counting

001
001 001 001 001

2. On the ‘Change View “Deduction rules for absence quotas”: Overview’ screen, select the ‘New Entries’ button and enter the following data: ESG
1 1 1 1 1 1 1 1 1

PSG
10 10 10 10 10 10 10 10 10

Deduction Rule
001 002 003 004 005 006 007 010 021

Text
Comp Time for Overtime Floating Holiday Vacation Sick/Illness Paid Sick Leave Comp Time for Overtime Family Leave Personal Time Off Absence Counting - No Quota

Start Date`
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

End Date
12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999

3. On the ‘Change View “Deduction rules for attendance quotas”: Overview’ screen, select the ‘New Entries’ button and enter the following data: ESG PSG Deduction Rule
1 1 1 1 10 10 10 10 021 023 024 025

Text
Attendance Counting - No Quota Approved Overtime Training/Education Business Trip

Start Date
01/01/1990 01/01/1990 01/01/1990 01/01/1990

End Date
12/31/9999 12/31/9999 12/31/9999 12/31/9999

4. On the ‘Change View “Rounding Rules”: Overview’ screen, select the ‘New Entries’ button and enter the following data:

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SAP Best Practices for HCM - USA

Time Management and Time Evaluation Configuration Guide

Ro. Rule
01 02 02 02 03 04

Name
Round up or down one place Round percentage 0 Round percentage 0 Round percentage 0 Not whole or half number Round to 2 decimal places

No. Lower Limit
001 001 002 003 001 001 0.50000

Upper Limit
1.50000 0.25000 0.75000 99,999.99999 1.00000 0.01500

Target Value
1.00000

Roll.
01 02 02 02 03 04

0.25000 0.75000 0.00500

0.50000 1.00000 0.50000 0.01000

5.7.5

Calendar Indicator for Attendance
1. Access the activity using one of the following navigation options:

Procedure
IMG Path Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Set Indicators for the Personal Calendar SPRO

Transaction Code

2. Calendar indicators have been created for all attendances in the SAP Best Practices for HCM U.S. that can be used on the employee’s personal calendar. A new Indicator must be added for each new Attendance Type that is configured in the system. 3. On the ‘Choose Activity’ screen choose the “Determine Calendar Indicator for Attendance” activity and choose the ‘Choose’ button. On the Change View “Symbol for Attendance and Absence”: Overview screen, choose the New Entries button and enter the following values: PSG
10 10 10 10 10 10 10 10 10 10

Attendance
0800 0801 0802 0803 0804 0810 0820 0820 0825 0830

Attendance Type Text
Attendance Hours Overtime Hours - Paid Overtime Hours – Paid + Comp Overtime Hours – Comp Call In / On Call Business Trip Education and Training – Internal Education and Training – External Course Instructor Meeting / Seminar

Calendar Indicator
1 2 2 2 5 6 7 7 8 9

5.8 Define Availability Types
Procedure
1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Availability  Define Availability Types SPRO

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For WS ESG 1 Hourly wage earners Holiday Cal. Availability type ‘01’ On Call/Standby has been configured for use in the SAP Best Practices for HCM U. On the ‘Change View “Work Schedule Rule: Availability”: Overview’ screen.SAP Best Practices for HCM .5 Start Date 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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 A A A A 5.USA Time Management and Time Evaluation Configuration Guide 2.8.2 Work Schedule Rule for Availability Procedure 1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Availability  Define Work Schedule Rules for Availability SPRO 2. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Availability  Determine Daily Work Schedules for Availability SPRO 2.S. you will see the following data: ES Grp. 5. On the ‘Change View “Daily Work Schedules: Permissibility for Availability”: O’ screen. select the “Indicate Daily Work Schedules for Availability” activity and choose the ‘Choose’ button.5 RotationEve 7.8.1 Daily Work Schedules Procedure 1. 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Daily Work Schedule 9X80 9X80 FREE PD10 PD12 PDAY PDAY PDY2 PEV2 PEVE PEVE PFLX PFLX PN12 PNGT PNGT PNT2 Variant A Daily WS Text 9x80 Flex 9x80 Flex Normal Day Off 10 Hour Day 12 Hour Day 8 Hour Day 8 Hour Day RotationDay 7. PNGT and PFLX are set as allowable for availability processing.5 8 Hour Evening 8 Hour Evening Flex Schedule Flex Schedule 12 Hour Night 8 Hour Night 8 Hour Night RotationNgt 7. Daily work schedule rules PDAY. 48 PSG Text USA (DISTRICT 10 WS Rule 3X12_1 Start Date 01/01/199 0 End Date 12/31/9999 © SAP AG Page 45 of 96 . you will see the following values: Grpg. On the ’Choose Activity’ screen. PEVE..

1 Number Range Intervals Procedure 1. select “Create Number Range for Attendances and Absences” activity and choose the ‘choose’ button. Configuration for Leave Entitlement (Infotype 0005) is not delivered in the SAP Best Practices for HCM U. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas Time Quota Types  Create Number Range Intervals SPRO Transaction Code 2. whether for Absences or Attendances.. 6. They are Number Range for Attendances and Absences.SAP Best Practices for HCM . Two number range intervals have been defined in the SAP Best Practices for HCM U.1. are handled via General Absence Quotas rather than via Leave Entitlement. For WS ESG Holiday Cal. 01 From Number 0000000000000001 To Number 9999999999999999 Current Number Ext. and Number Range for Person Time Quotas.S. PSG Text OF COLUMBIA) USA (DISTRICT OF COLUMBIA) USA (DISTRICT OF COLUMBIA) USA (DISTRICT OF COLUMBIA) WS Rule Start Date End Date 2 Salaried employees 48 10 3X12_1 01/01/199 0 01/01/199 0 01/01/199 0 12/31/9999 3 External/Pensioner s Executive/Sales 48 10 3X12_1 12/31/9999 4 48 10 PFLEX 12/31/9999 6 Quotas Quotas in the SAP Best Practices for HCM U..S. On the “Number range for person time document number” screen.1 Number Range for Attendances and Absences 1. choose any one of the displayed menus to bring up a window with the following data: No.S. © SAP AG Page 46 of 96 .USA Time Management and Time Evaluation Configuration Guide ES Grp. 6. On the Choose Activity screen.

additional Deduction Rules must be created to point to the correct quota..USA Time Management and Time Evaluation Configuration Guide 6.SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas Quota Deduction Using Attendances/Absences  Define Deduction Rules for Absence and Attendance Quotas SPRO Transaction Code 2. 01 From Number 0000000000000001 To Number 9999999999999999 Current Number Ext. which in its definition is assigned to a Deduction Rule. all Vacation quota types are deducted via the entry of the absence type Vacation. as well as the unit of time that is to be used in the quota. On the Choose Activity screen. On the ‘Choose Activity’ screen choose “Define Deduction Rules for Absence Quotas” and choose the ‘Choose’ button. If the requirement is to track and have employees take each vacation quota balance separately.1. select “Create Number Range for Person Time Quotas” activity and choose the ‘choose’ button. choose any one of the displayed menus to bring up a window with the following data: No. On the “Number range for person time quotas” screen. The Quota Deduction Rule defines the order in which absence and attendance time is deducted from each quota.2 Number Range for Person Time Quotas 1. Absences and Attendances are assigned to a Counting rule. choose the New Entries button and enter the following values: ESG PSG Rule Deduction Rule Text 1 1 1 1 1 2 2 2 2 2 4 4 4 10 10 10 10 10 10 10 10 10 10 10 10 10 001 002 003 004 010 001 002 003 004 010 001 002 003 Comp Time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Comp Time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Comp Time for Overtime Floating Holiday Vacation Time Unit Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Quota sequence 01 – Comp Time for Overtime 02 – Floating Holiday 03 – Vacation 04 – Sick/Illness 10 – Personal Time Off 01 – Comp Time for Overtime 02 – Floating Holiday 03 – Vacation 04 – Sick/Illness 10 – Personal Time Off 01 – Comp Time for Overtime 02 – Floating Holiday 03 – Vacation © SAP AG Page 47 of 96 .S. 6. On the Change View “Marital Deduction Rules for Absence Quotas”: Overview screen.2 Deduction Rules for Absence and Attendance Quotas Procedure 1. In the SAP Best Practices for HCM U. 3. and additional Absence types must be created for tracking the time.

Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas Time © SAP AG Page 48 of 96 .75000 0. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas Quota Deduction Using Attendances/Absences  Assign Deduction Rules to Counting Rules SPRO Transaction Code 2. you will see the following values: Rounding Rule Name 70 70 70 70 Round Percentage Round Percentage Round Percentage Round Percentage Number Lower Limit Upper Limit Target Value 001 002 003 004 0.25000 0.25000 0.999.SAP Best Practices for HCM . you will see the following values: ESG PSG Deduction Rule 1 10 021 Text Attendance Counting – No Quota Start Date 01/01/1990 End Date 12/31/9999 5. you will see the following values: ESG 1 1 1 1 1 1 1 PSG 01 01 01 01 01 01 01 Counting Rule 001 010 010 012 012 020 030 Text Paid work Leave Leave Educational leave Educational leave Off unpaid: Child ill RWH day Number 001 001 002 001 002 001 001 4.75000 1. On the ‘Change View “Counting Rule”: Overview’ screen. On the ‘Change View “Counting Rule”: Overview’ screen. you assign quota deduction rules to counting rules.25000 0. under the ‘Rounding rules’ dialog structure.00000 6. under the ‘Deduction rules for attendance quotas’ dialog structure. All bsences and attendances with quota deduction that are counted using the selected counting rule are processed using these deduction rules.4 Absence Quotas Procedure 1.50000 0.75000 99. 3.50000 0.USA Time Management and Time Evaluation Configuration Guide ESG PSG Rule Deduction Rule Text 4 4 4 4 10 10 10 10 004 010 023 024 Sick/Illness Personal Time Off Approved Overtime Training / Education Time Unit Hours Hours Hours Hours Quota sequence 04 – Sick/Illness 10 – Personal Time Off 23 – Approved Overtime 24 – Training / Education 6.50000 0.3 Assign Deduction Rules to Counting Rules Procedure 1.99999 0. In this step. On the ‘Change View “Counting Rule”: Overview’ screen. under the ‘Counting rule’ dialog structure.

4. the system is configured to automatically accrue hours as applicable for each quota type. all absence quotas are automatically created during time evaluation with the exception of quota type 10 – Personal Time Off. This quota must be created each time it is applicable to an employee. The Quota types delivered in the SAP Best Practices for HCM U.. In the SAP Best Practices for HCM U. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas Time Quota Types  Define Attendance Quota Types SPRO Transaction Code 2.SAP Best Practices for HCM . choose the ‘New Entries’ button and enter the following values: ESG 1 1 1 1 1 2 2 2 2 2 4 4 4 4 4 PSG 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 AQ 01 02 03 04 10 01 02 03 04 10 01 02 03 04 10 Absence Quota Text Comp time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Comp Time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Comp Time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Time Unit Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Date Type Negative U1 U1 40 Hours 20 Hours U1 U1 40 Hours 20 Hours U1 U1 40 Hours 20 Hours 6.S.S. neither of these quotas is assigned to the attendance types delivered.S.USA Time Management and Time Evaluation Configuration Guide Quota Types  Define Absence Quota Types Transaction Code SPRO 2. The SAP Best Practices for HCM U. In the SAP Best Practices for HCM U. Date type ‘U1’ Original Hire Date stored in the Date Specifications Infotype 0041 is used to determine eligibility to receive the quota. This is explained further in the section entitled Automatic Accrual of Quotas. are all valid from 01/01/1990 to 12/31/9999. Although the user may. The approved overtime quota is to be used if a customer has a need © SAP AG Page 49 of 96 . Several new absence quota types are delivered in the SAP Best Practices for HCM U.S.S.5 Attendance Quotas Procedure 1.. However. it is no longer necessary to manually assign an absence quota to the employee via the Absence Quota Infotype 2006. On the ‘Change View “Absence Quota Type”: Overview’ screen. 3. comes delivered with attendance quota types for Approved Overtime and Education/Training.

&QUOMO=01.S.  QUOMO: D 10 10 ** ** MOLGA D ANSVH &QUOMO=01. Class 01 01 01 6.6. system with the exception of Personal Time Off have been configured to generate the value of the quota rather than allow direct entry. The Education/Training quota can be set as a fixed value in order to limit the number of hours an employee is entitled to. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas Calculating Absence Entitlements  Setting up Methods for Quota Accrual  Activate Automatic Accrual for Time Evaluation SPRO Transaction Code 2. to facilitate quota generation.6 Automatic Accrual of Time Evaluation Procedure 1. On the ‘Change View “Attendance Quota Type”: Overview’ screen.1 Groupings for Quota Generation Feature QUOMO has been updated in the SAP Best Practices for HCM U.S. 3. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Setting up Methods for Quota © SAP AG Page 50 of 96 . choose the ‘New Entries’ button and enter the following values: ESG 1 2 4 PSG 10 10 10 AQ 24 24 24 Absence Quota Text Course /Seminar Course /Seminar Course /Seminar Time Unit Hours Hours Hours Negative Time Constr.2 Quota Types for Accrual Procedure 1. Attendance quotas must be assigned directly to the employee via the Attendance Quota Infotype 2007.6. The feature sets the quota modifier used in the quota grouping to ‘01’ for all SAP Best Practices for HCM U. This generation process occurs via Time Evaluation.S. employees. The customer may want to modify this rule to reflect any change in groupings for absence quotas. Absence quotas in the SAP Best Practices for HCM U. Unlike Absence quotas.USA Time Management and Time Evaluation Configuration Guide to limit the amount of overtime an employee is to work during a given time period. 6.SAP Best Practices for HCM . 6.

3..00000.SAP Best Practices for HCM . the value of which is increased with each accrual period.01 20.01 01 Hours X Hours Hours Hours Hours Hours X Hours Hours Hours Hours Hours X Employee Subgroups for Time Quotas Procedure 1. choose the ‘New Entries’ button and enter the following values: ESG PSG AQ Quota Text 1 1 1 1 1 2 2 2 2 2 4 4 4 4 4 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 01 02 03 04 10 01 02 03 04 10 01 02 03 04 10 Comp time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Comp time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Comp time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off Unit Hours Hours Hours Hours No Generation Increase Replace Negative TCC X X X X 01 01 40.00000.USA Time Management and Time Evaluation Configuration Guide Accrual  Set Up Automatic Accrual for Time Evaluation Transaction Code SPRO 2.00000.S. In the SAP Best Practices for HCM U.00000. all absence quota types with the exception of ‘05’ FMLA are set for automatic generation of hours.01 01 X X X X 01 01 40.00000. On the ‘Change View “Absence Quota Type”: Overview’ screen. In addition. Absence quota types must be specifically marked for automatic generation of accrual amounts to occur.01 20.01 01 X X X X 01 01 40.01 20. Access the activity using one of the following navigation options: IMG Path 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 SPRO Transaction Code © SAP AG Page 51 of 96 .00000. the vacation and sick leave quotas are configured to allow the employee to take leave in excess of the accrued quota.

SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Set Base Entitlements SPRO Transaction Code 2. this table also uses the Personnel Subarea grouping for Time Recording (’01’) as part of the table key.S.USA Time Management and Time Evaluation Configuration Guide 2. generation rules are set for hour’s accrual only.6. for example. On the ‘Entry’ screen insert the value ‘10’ in the Work Area and choose Enter. meaning that an employee is over 1 year and under 6 years.6. So. you will see the following values: EE Group 1 1 1 1 1 2 2 2 2 4 4 4 7 7 7 8 8 1 1 1 Name of Employee Grp. you would need to indicate 1 . Base entitlement rules allow the generation of hours or days based on personal criteria such as seniority.3 Base Entitlements Procedure 1. Employee Employee Employee Employee Employee Retiree/Pensioner Retiree/Pensioner Retiree/Pensioner Retiree/Pensioner Intern Intern Intern Temp/Seasonal Temp/Seasonal Temp/Seasonal Expatriate Expatriate Employee Employee Employee Employee U0 U1 U2 U3 U4 U3 U5 U6 U7 U0 U1 U2 U0 U1 U2 U1 U3 U0 U1 U2 Name of EE Subgroup Hourly Salaried-Exempt Salaried-Non Exempt Executive Sales Executive Survivor w/ Benefits Survivor w/o Benefit Regular Retiree Hourly Salaried-Exempt Salaried-Non Exempt Hourly Salaried-Exempt Salaried-Non Exempt Salaried-Exempt Executive Hourly Salaried-Exempt Salaried-Non Exempt ESG Time Quotas 1 2 2 4 4 4 3 3 3 1 2 2 1 2 2 2 4 1 2 2 1 Employee U3 Executive 4 6. On the ‘Change View “Employee Subgroup Grouping for Time Quotas”: Overview’ screen. to indicate an accrual value for employees with 1 to 5 years of service. © SAP AG Page 52 of 96 . or time data such as daily time type balances. In the SAP Best Practices for HCM U. In addition to the Employee Subgroup and Personnel Subarea groupings for Time Quotas (‘10’). Be advised that the definition of years for seniority calculation purposes is slightly misleading. The upper limit value indicates the cut-off period rather than the final year..

00000 1.08333 2.25 1.25000 0 .8333 1.0000 0 .00000 1.USA Time Management and Time Evaluation Configuration Guide ESG PSG PSG AQ Quota Text 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 4 4 4 4 4 4 4 4 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 Comp Time for Overtime 02 Floating Holiday 03 Vacation 03 Vacation 03 Vacation 03 Vacation 03 Vacation 04 Sick / Illness 04 Sick / Illness 10 Personal Time Off 01 Comp Time for Overtime 02 Floating Holiday 03 Vacation 03 Vacation 03 Vacation 03 Vacation 03 Vacation 04 Sick / Illness 04 Sick / Illness 10 Personal Time Off 01 Comp Time for Overtime 02 Floating Holiday 03 Vacation 03 Vacation 03 Vacation 03 Vacation 03 Vacation 04 Sick / Illness Rule Seq Seniority Day Balance 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 001 00 to 03 Yrs 002 03 to 10 Yrs 003 10 to 15 Yrs 004 15 to 20 Yrs 005 20 to 99 Yrs 001 00 to 10 Yrs 002 10 to 99 Yrs 001 001 001 001 00 to 03 Yrs 002 03 to 10 Yrs 003 10 to 15 Yrs 004 15 to 20 Yrs 005 20 to 99 Yrs 001 00 to 10 Yrs 002 10 to 99 Yrs 001 001 001 001 00 to 03 Yrs 002 03 to 10 Yrs 003 10 to 15 Yrs 004 15 to 20 Yrs 005 20 to 99 Yrs 001 00 to 10 0410 ZUSA 0410 ZUSA 0410 ZUSA Constant Base Hours Period Accrual Period Accrual Period Monthly Monthly Monthly Monthly Monthly Monthly Monthly Calendar Year Accrual Period Accrual Period Monthly Monthly Monthly Monthly Monthly Monthly Monthly Calendar Year Accrual Period Accrual Period Monthly Monthly Monthly Monthly Monthly Monthly .6666 2.SAP Best Practices for HCM .6666 2.08333 2.50000 1.50000 1.25 1.8333 1.50000 1.6666 2.08333 2.00000 © SAP AG Page 53 of 96 .8333 1.25 1.25000 24.

If no entitlement of this type has been generated or if the validity period has been exceeded. The validity period represents the period for which the time-off entitlements are filled in one infotype record.SAP Best Practices for HCM .Time Data Processing section. a new record is created.0000 Monthly Calendar Year 4 4 10 10 01 01 04 Sick / Illness 10 Personal Time 001 Off Comp Time for Overtime and Floating Holiday are directly tied to the Time Types created during time evaluation.4 Validity and Deduction Periods Procedure 1. Based on the customer’s policies modifications may be required. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Determine Validity and Deduction Periods SPRO Transaction Code 2.6.S. Further information on Time Types is available in the Payroll .. 3.25000 24. The following values have been defined in the SAP Best Practices for HCM U. 6.USA Time Management and Time Evaluation Configuration Guide ESG PSG PSG AQ Quota Text Rule Seq Seniority Day Balance 001 Yrs 002 07 to 99 Yrs 001 Constant Base Hours Period 1. ESG PSG AQ Quota Text Validity Validity Deduction Deduction Relative Interval Interval From Date To Date Position Valid Valid To From Date Date 1 1 1 1 1 2 2 2 2 2 10 10 10 10 10 10 10 10 10 10 01 Comp time for Overtime 02 Floating Holiday 03 Vacation 04 Sick/Illness 10 Personal Time Off 01 Comp time for Overtime 02 Floating Holiday 03 Vacation 04 Sick/Illness 10 Personal Time Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Start of Validity Start of Validity Start of Validity Start of Validity Start of Validity Start of Validity Start of Validity Start of Validity Start of Validity Start of End of Validity End of Validity End of Validity End of Validity End of Validity End of Validity End of Validity End of Validity End of Validity End of 4 Months 4 Months 3 Months Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year 4 Months 4 Months 3 Months © SAP AG Page 54 of 96 .

. Reduction Reduction Rule Rule Text Basic Data Key Date for for Part Time determining Employees Part Time Data Employment Percent from Planned Work Time Infotype No Reduction Day by Day Percent of To Inactive Percent Calendar Days From Percent 01 02 03 04 05 Employment % base on Planned Work Time Proportional reduction if more that 25% inactive Reduce by inactive days Complete reduction for inactivity Reduction according to employment percent and inactive days No No Reduction Reduction Day by Day Partial 25..S. If the customer wishes to reduce quotas based on Part-time Employment status or Inactive work periods.6.SAP Best Practices for HCM . In the SAP Best Practices for HCM U.5 Reduction of Quotas Procedure 1.USA Time Management and Time Evaluation Configuration Guide ESG PSG AQ Quota Text Validity Interval Valid From Date Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Validity Interval Valid To Date Deduction Deduction Relative From Date To Date Position 4 4 4 4 4 10 10 10 10 10 Off 01 Comp time for Overtime 02 Floating Holiday 03 Vacation 04 Sick/Illness 10 Personal Time Off Calendar Year Calendar Year Calendar Year Calendar Year Calendar Year Validity Start of Validity Start of Validity Start of Validity Start of Validity Start of Validity Validity End of Validity End of Validity End of Validity End of Validity End of Validity 4 Months 4 Months 3 Months 6.S. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Define Rules for Reducing Quota Entitlements SPRO Transaction Code 2. the following Quota Reduction rules are defined. These rules are not used in the configuration of Quotas that are delivered in the SAP Best Practices for HCM U. the appropriate Reduction Rule may be attached to the Quota required.00 No Reduction Reduction No Reduction No Reduction Employment Percent from Planned Work Time Infotype Day by Day Day by Day Day by Day 100% Partial Reduction Complete Reduction Complete Reduction Complete Reduction Partial Partial Reduction Reduction © SAP AG Page 55 of 96 .

On the ‘Change View “Absence Quota Type”: Overview’ screen. In the SAP Best Practices for HCM U..SAP Best Practices for HCM .00000 - 01 01 01 01 1 1 1 1 10 10 10 10 02 03 04 10 6. choose the ‘New Entries’ button and enter the following values: ESG 1 PSG 10 AQtyp 01 Quota Text Comp Time for Overtime Floating Holiday Vacation Sick/Illness Personal Time Off StartDat 01/01/190 0 01/01/190 0 01/01/190 0 01/01/190 0 01/01/199 0 EndDat 12/31/999 9 12/31/999 9 12/31/999 9 12/31/999 9 12/31/999 9 Unit Hours No Gen Incr 01 Repl 1 NegDed 10 TCC 01 1 1 1 1 10 10 10 10 02 03 04 10 Hours Hours Hours Hours 40.6.7 Generation Rules for Quota Selection Procedure 1.S.USA Time Management and Time Evaluation Configuration Guide 6. Generation rules are essentially where all the quota rules created are brought together to form the complete picture. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Define Generation Rules for Quota Type Selection SPRO Transaction Code 2.6.6 Generation of Quotas in Time Evaluation Procedure 1. the generation rules are complied as follows: ESG PSG PSG Quota Rule Quota Group Text AQ Accrual Transfer Base Date for Period to Entitlement Determining Absence Rule Seniority Quota Upon accrual 001 Day by Day 1 10 01 01 1 10 01 01 001 Comp 01 Daily Time for Overtim e 002 Floating 02 Daily Upon 001 Day by Day © SAP AG Page 56 of 96 . Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Automatic Accrual of Absence Quotas  Permit Generation of Quotas in Time Evaluation SPRO Transaction Code 2.00000 20.

SAP Best Practices for HCM .USA Time Management and Time Evaluation Configuration Guide ESG PSG PSG Quota Rule Quota Group Text AQ Accrual Transfer Base Date for Period to Entitlement Determining Absence Rule Seniority Quota 001 Date Type: U1 original Hire Date Day by Day 1 10 01 01 Holiday accrual 003 Vacatio 03 Monthly Upon n accrual 004 Sick/Illn ess 010 Persona l Time Off 001 Comp Time for Overtim e 002 Floating Holiday 003 Vacatio n 004 Sick/Illn ess 010 Persona l Time Off 001 Comp Time for Overtim e 002 Floating Holiday 003 Vacatio n 004 Sick/Illn ess 010 Persona l Time Off 001 Comp Time for Overtim e 002 Floating Holiday 003 Vacatio n 04 Monthly Upon accrual 10 1 1 10 10 01 01 01 01 001 001 2 10 01 01 01 Daily Upon accrual 001 Day by Day 2 2 10 10 01 01 01 01 02 Daily Upon accrual 03 Monthly Upon accrual 04 Monthly Upon accrual 10 001 001 Day by Day Date Type: U1 original hire date Day by Day 2 2 10 10 01 01 01 01 001 001 3 10 01 01 01 Daily Upon accrual 001 Day by Day 3 3 10 10 01 01 01 01 02 Daily Upon accrual 03 Monthly Upon accrual 04 Monthly Upon accrual 10 001 001 Day by Day Date Type: U1 original hire date Day by Day 3 3 10 10 01 01 01 01 001 001 4 10 01 01 01 Daily Upon accrual 001 Day by Day 4 4 10 10 01 01 01 01 02 Daily Upon accrual 03 Monthly Upon accrual Upon accrual 001 001 Day by Day Date Type: U1 original hire date Day by Day 4 10 01 01 004 Sick/Illn 04 Annual ess 001 © SAP AG Page 57 of 96 .

the following describes each accrual method. which is updated in a rule in time evaluation. 6.USA Time Management and Time Evaluation Configuration Guide ESG PSG PSG Quota Rule Quota Group Text AQ Accrual Transfer Base Date for Period to Entitlement Determining Absence Rule Seniority Quota 001 4 10 01 01 010 Persona 10 l Time Off In general terms.8 Time Quota Compensation Method Procedure 1. Floating Holiday will accrue the employee’s planned daily working hours based on time type ZUSA. Free Compensation has been created to allow the user flexibility in paying out any quota type manually with IT0416.6.SAP Best Practices for HCM . all of the compensation methods have been linked directly with the corresponding quota type.) Sick/Illness will accrue sick hours monthly to a maximum of 40 based on the employee's seniority at the end of each month. Several quota compensation methods have been created to allow for quota payouts using IT0416. ESG PSG Comp Method 1 1 1 1 1 1 2 2 2 2 2 2 4 4 4 4 4 4 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 1000 1001 1002 1003 1004 1005 1000 1001 1002 1003 1004 1005 1000 1001 1002 1003 1004 1005 Description Free Compensation Vacation Payout Sick Time Payout Personal Time Off Payout Floating Holiday Payout Overtime Comp Time Payout Free Compensation Vacation Payout Sick Time Payout Personal Time Off Payout Floating Holiday Payout Overtime Comp Time Payout Free Compensation Vacation Payout Sick Time Payout Personal Time Off Payout Floating Holiday Payout Overtime Comp Time Payout Rule Description 003 004 010 002 001 003 004 010 002 001 003 004 010 002 001 Vacation Sick/Illness Personal Time Off Floating Holiday Comp Time for Overtime Vacation Sick/Illness Personal Time Off Floating Holiday Comp Time for Overtime Vacation Sick/Illness Personal Time Off Floating Holiday Comp Time for Overtime © SAP AG Page 58 of 96 . With the exception of Free Compensation.     Comp Time for Overtime will accrue daily based on time type 0410. Quota type 01 is updated. Quota type 02 is updated on 1/1/XX of every year Vacation Accrual will accrue vacation hours monthly based on the employee's seniority on the first day of the Accrual period (January 1st. Access the activity using one of the following navigation options: IMG Path Personnel Administration  Payroll Data  Leave Compensation  Time Quota Compensation  Define Time Quota Compensation Methods SPRO Transaction Code 2.

6. On the ‘Change View “Permissibility of Wage Types”: Overview’ screen. you will see the following values: Wage Type 1294 1295 1296 1297 1298 1299 M894 Wage Type Long Text FMLA Payout Vacation Payout Personal Time Off Payout Floating Holiday Payout Comp Time Payout Sick Payout FMLA Payout Start Date 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 © SAP AG Page 59 of 96 . Access the activity using one of the following navigation options: IMG Path Personnel Management  Personnel Administration  Payroll Data  Leave Compensation  Time Quota Compensation  Wage Types  Define Employee Subgroup Grouping for Primary Wage Type SPRO Transaction Code 2.SAP Best Practices for HCM .10 Specify Wage Types Permitted for Each PSG and ESG Procedure 1. enter value‘10’ and choose the ‘Choose’ button. On the ‘Determine Work Area: Entry’ screen.9 Employee Subgroup Grouping for Primary Wage Type Procedure 1. you will see the following values: EE Group 1 1 1 1 1 2 2 2 2 4 4 4 Name of Employee Group Employee Employee Employee Employee Employee Retiree/Pensioner Retiree/Pensioner Retiree/Pensioner Retiree/Pensioner Intern Intern Intern Employees U0 U1 U2 U3 U4 U3 U5 U6 U7 U0 U1 U2 Name of EE Subgroup Hourly Salaried-Exempt Salaried-Non Exempt Executive Sales Executive Survivor w/ Benefits Survivor w/o Benefit Regular Retiree Hourly Salaried-Exempt Salaried-Non Exempt ES Grouping 1 2 2 3 4 5 5 5 5 1 2 2 6.6. enter value‘10’ and choose the ‘Choose’ button.USA Time Management and Time Evaluation Configuration Guide 6. On the ‘Change View “Employee Subgroup Grouping for Primary Wage Type”: Overview’ screen. On the ‘Determine Work Area: Entry’ screen. Access the activity using one of the following navigation options: IMG Path Personnel Management  Personnel Administration  Payroll Data  Leave Compensation  Time Quota Compensation  Wage Types  Specify Wage Types Permitted for Each PSG and ESG SPRO Transaction Code 2.

On the ‘Change View Permitted Wage Types”: Overview’ screen.6. you will see the following values: Wage Type Long Text FMLA Payout Vacation Payout Personal Time Off Payout Floating Holiday Payout Comp Time Payout Sick Payout FMLA Payout Vacation Payout Personal Time Off Payout Floating Holiday Payout Comp Time Payout Sick leave payout Text FMLA PO VacPyout PTOPyout FltPyout CmpPyout SickPO FMLA PO VacPyout PTOPyout FltPyout CmpPyout Sick Pay Start Date 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 3.11 Wage Type Texts Procedure 1.6. Access the activity using one of the following navigation options: IMG Path Personnel Administration  Payroll Data  Leave Compensation  Time Quota Compensation  Wage Types  Checking the Wage Type Catalog  Check Permissibility of Entries for Each Infotype SPRO Transaction Code 2. The “Check Wage Type Characteristics” IMG path takes you to the Change View “Wage Type Characteristics”: Overview screen with values displayed In the table above.USA Time Management and Time Evaluation Configuration Guide Wage Type M895 M896 M897 M898 M899 Wage Type Long Text Vacation Payout Personal Time Off Payout Floating Holiday Payout Comp Time Payout Sick leave payout Start Date 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 6. Access the activity using one of the following navigation options: IMG Path Personnel Administration  Payroll Data  Leave Compensation  Time Quota Compensation  Wage Types  Checking the Wage Type Catalog  Check Wage Type Text SPRO Transaction Code WT 1294 1295 1296 1297 1298 1299 M894 M895 M896 M897 M898 M899 2. 6. choose the ‘New Entries’ button and enter the following values: Wage Type 1294 1295 Wage Type Long Text FMLA Payout Vacation Payout Start Date 01/01/1900 01/01/1900 End Date 12/31/9999 12/31/9999 © SAP AG Page 60 of 96 . On the ‘Change View “Wage Type Texts”: Overview’ screen.12 Permissibility of Entries for Each Infotype Procedure 1.SAP Best Practices for HCM .

SAP Best Practices for HCM .13 Rule Groups for Quota Type Selection Procedure 1. On the ‘Choose Activity’ screen you can select “Modify Feature QUOMO” and choose the ‘Choose’ button.6. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Specify Rule Groups for Quota Type Selection SPRO Transaction Code 2.USA Time Management and Time Evaluation Configuration Guide Wage Type 1296 1297 1298 Wage Type Long Text Personal Time Off Payout Floating Holiday Payout Comp Time Payout Start Date 01/01/1900 01/01/1900 01/01/1900 End Date 12/31/9999 12/31/9999 12/31/9999 6.6. On the “Process feature QUOMO: Decision Tree” screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Define Rules for Rounding Quota Entitlements SPRO Transaction Code © SAP AG Page 61 of 96 .14 Rules for Rounding Quota Entitlements Procedure 1. you will see the following tree: QUOMO Determine quota type selection rul MOLGA Country Grouping 06 France 07 Canada 10 USA ANSVH Work Contract otherwise 01 13 Australia 20 Norway 23 Sweden 32 Mexico 43 New Zealand otherwise 6.

Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Guidelines  Create FMLA Reasons PTFMLA Transaction Code © SAP AG Page 62 of 96 .S. FMLA has been configured to accommodate the federal Family and Medical Leave Act.     Continuous absence times refer to a specific period (such as three consecutive weeks) in which the employee is absent – to care for a sick child. You use all the familiar screens for time administrators to record absences covered by FMLA:  The Time Manager’s Workplace  Data entry screens in the Maintain Time Data transaction (PA61)  The Cross-Application Time Sheet (CATS) The configuration steps in the IMG for FMLA are found within USA Payroll (K05_BB_ConfigGuide_EN_US found on the documentation DVD under \\BBLibrary\Documentation) using the following path: Payroll  Payroll USA  Absences  Family Medical and Leave Act. Additional enterprise-specific settings can be configured using simple Customizing settings.25000 Target Value 0. You can use FMLA Management to administrate both continuous and intermittent absence times covered by FMLA.50000 0.999.75000 99. FMLA approvers. regularly or irregularly.SAP Best Practices for HCM . and absence coordinators to manage FMLA requests and FMLA related absences.75000 0. ( 7. choose the ‘New Entries’ button and enter the following values: Rounding Rule 70 70 70 70 Name Round Percentage Round Percentage Round Percentage Round Percentage Number 001 002 003 004 Lower Limit Upper Limit 0.75000 1. On the ‘Change View “Rounding Rule”: Overview’ screen. for example. Intermittent absence times refer to times in which the employee is absent. The FMLA Workbench (transaction code PTFMLA) provides a user interface for supervisors.25000 0.50000 0. for example.99999 7 Family Medical Leave Act (FMLA) In the SAP Best Practices for HCM U..1 FMLA Reasons Procedure 1.00000 0.25000 0.50000 0. for a few hours or days – once weekly for a three-hour doctor’s appointment due to an illness.1. You can use authorizations and profiles to control which information individual users can display and which data they are permitted to process.USA Time Management and Time Evaluation Configuration Guide 2.

S. based on planned Calculation Process: based on working time seniority 7.3 Validity of FMLA Rules for Employees Procedure 1. four (4) FMLA reasons have been configured: Reason BIRTH FMCAR FOST SICK Text Birth of a Child Care of a Family Member Foster Care Serious Illness 7. for example.1.1. This enables you to define different FMLA rules according to the work tax area. An FMLA rule represents a guideline according to which employees are eligible to request absences covered by FMLA for a particular period. These guidelines are laid down in laws such as the federal Family and Medical Leave Act or state laws. You can use feature FMLMO (Define FMLA Rule Group) to group employees to whom the same FMLA rules apply.2 FMLA Rules Procedure 1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Guidelines  Define Validity of FMLA Rules for Employees PTFMLA Transaction Code 2. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act FMLA Guidelines  Define FMLA Rules PTFMLA Transaction Code 2. Depending on certain organizational assignments.S. or can be a company’s internal regulations.SAP Best Practices for HCM ..  FMLMO: ** &FMLMO=01 The following table specifies which rule groups are applicable to the FMLA rule group identified in Feature FMLMO. In the SAP Best Practices for HCM U. PSG 01 FMLRI 01 Rule 001 Name of Rule Federal FMLA © SAP AG Page 63 of 96 .USA Time Management and Time Evaluation Configuration Guide In the SAP Best Practices for HCM U. all employees have been assigned “01” for FMLMO. All four FMLA reasons are assigned to the following FMLA rule: PSG Rule Name of Entitlement Deduction Rule Interval 01 001 Federal FMLA 12 weeks Eligibility Check Working Hours Calendar Year At least 12 months At least 1250 in the last 12 months. different guidelines may apply to some employees than to others.

manages time accounts in hours and days. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Deduction and FMLA Absences PTFMLA Transaction Code 2. The system uses employees’ weekly working hours as the basis for the conversion. 7. This means that you can take account of irregular working times and part-time hours to convert absences correctly into weeks. On the ‘Change View “Rule for Determining Week Converter”: Details Overview’ screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Deduction and FMLA Absences  Define Rules for Determining the Weekly Working Time PTFMLA Transaction Code © SAP AG Page 64 of 96 . SAP Time Management. an FMLA entitlement of 12 weeks can have a different meaning according to each employee’s absence hours.2 Validity of Rules for Determining Week Converter for Employees Procedure 1.2. To deduct absences in the Absences infotype (2001) from employees’ FMLA entitlement and to output the remaining entitlement in weeks. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Deduction and FMLA Absences  Define Rules for Determining the Weekly Working Time PTFMLA Transaction Code 2. however.SAP Best Practices for HCM .USA Time Management and Time Evaluation Configuration Guide 7. choose the ‘New Entries’ button and enter the following values PSG Rule Name of Rule 01 001 Working hours per week Week Converter Weekly working hours from planned working time 7.2 FMLA Deduction and FMLA Absences Procedure 1. Therefore. the FMLA Management application also handles the entitlement and remainder in weeks. not weeks.2.1 Rules for Determining the Weekly Working Time Procedure 1. the system converts the weeks into hours and back. Because laws such as the federal Family and Medical Leave Act define employees’ entitlement in weeks.

2. In the SAP Best Practices for HCM U. Depending on customer requirements changes may be required in this area.S. With Auto Assignment With Auto Assignment With Auto Assignment With Auto Assignment Without Auto Assignment With Auto Assignment Without Auto Assignment With Auto Assignment Without Auto Assignment With Auto Assignment With Auto Assignment With Auto Assignment With Auto Assignment Without Auto Assignment With Auto Assignment Without Auto Assignment With Auto Assignment Without Auto Assignment With Auto Assignment With Auto Assignment With Auto Assignment With Auto Assignment © SAP AG Page 65 of 96 . You can also specify whether the absence type is permitted for intermittent and/or continuous FMLA absences. the link between Employee Group for Week Conversion and Week Converter Rule has been set as follows. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Deduction and FMLA Absences  Assign Absence Types to FMLA Reasons PTFMLA Transaction Code 2. FMLA Reason BIRTH BIRTH BIRTH FMCAR FMCAR FOST FOST SICK SICK SICK SICK PSG A/A Type 10 10 10 10 10 10 10 10 10 10 10 0201 0500 0510 0150 0510 0150 0510 0150 0200 0201 0510 A/A Text Short Term Disability Maternity FMLA Unpaid Absence FMLA Unpaid Absence FMLA Unpaid Absence Illness Short Term Disability FMLA Perm Cont. 3.S. all employees have been assigned 01 as the employee grouping for week conversion. The FMLA Management application can deduct an absence from an employee’s absence quota as well as from the FMLA entitlement.  WWKMO: ** &WWKMO=01 3. Be sure to take account of whether the absences are relevant for payment. In the SAP Best Practices for HCM U. It is up to your company to decide whether you make this a requirement. Employees can choose to use accrued paid leave or sick leave to cover some or all of their FMLA absences. In this case. you only have to configure the relevant absences as permitted for FMLA.SAP Best Practices for HCM . This customizing may need to be revised based on the customer’s requirements.USA Time Management and Time Evaluation Configuration Guide 2. PSG 01 Wgrp 01 WCnvRI 001 Name of Rule Working hours per week FMLARI 001 Name of Rule Federal FMLA 7.3 Absence Types for FMLA Reasons Procedure 1. You specify the absence types you want to be permitted for each FMLA reason. Perm Int. Employers are entitled to require employees to use up their paid leave before they take FMLA leave. You determine which absences can be covered by FMLA in the Implementation Guide for Payroll.

USA Time Management and Time Evaluation Configuration Guide Additional documentation on absences for FMLA is located in the Implementation guide under Use Absences for FMLA. You can create or change absences by going directly to the maintenance screens for the Absences infotype (2001).1. The rules represent all laws and guidelines according to which employees are potentially eligible to request absences covered by FMLA. FMLA rules are part of the FMLA requests.S. On the ‘Choose Activity’ screen select the “Create Number Range Interval for FMLA Requests.1 Number Range for FMLA Requests 2. 7. as follows: 7.3 FMLA Workbench Procedure 1. © SAP AG Page 66 of 96 .SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Workbench PTFMLA 2. you can see all FMLA requests recorded for an employee. In the FMLA Workbench. From Number To Number Current Number Ext. choose any of the buttons to get the following values: No.3.3.1 Number Range Intervals Procedure 1. 3. On the “Number Range for FMLA Requests” screen.” activity and choose the ‘Choose’ button. including requests that were rejected. You can use the FMLA Workbench to complete all tasks concerning FMLA requests. You can process absences and grant them FMLA coverage.     The FMLA Workbench lists all absences that:  Potentially qualify for FMLA coverage  Are entirely or partially within the validity period of an FMLA request You can assign relevant absences to an FMLA request as required. and an FMLA request’s history in a notes field. 7. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Deduction and FMLA Absences  FMLA Workbench  Create Number Range Intervals PTFMLA Transaction Code Two number range intervals have been defined in the SAP Best Practices for HCM U. certifications. You see all relevant information and can create and check requests. You can store comments. The system determines the FMLA rules according to the employee and the reason specified.

2 Profile Settings Procedure 1.” activity and choose the ‘Choose’ button.USA Time Management and Time Evaluation Configuration Guide 01 0000000000000001 9999999999999999 0 7.3. 3.1.1.3. 7. On the ‘Choose Activity’ screen select the “Create Number Range Interval for FMLA Document No. choose any of the buttons to get the following values: No. On the ‘Change View FMLA Workbench: Profile Settings”: Overview’ screen.1 General Settings 8. Authorizations specify the authorization objects that employees require to be able to display and process FMLA requests in the FMLA Workbench. 3.SAP Best Practices for HCM . The authorizations required by users depend on the tasks they have to carry out in the FMLA Workbench.: Profile Name PCS_FMLA SAP_FMLA_ABS SAP_FMLA_APP SAP_FMLA_TEST Text FMLA Processor FMLA Absence Coordinator FMLA Approver FMLA Tester 8 Time Evaluation 8. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Absences  Family and Medical Leave Act  FMLA Deduction and FMLA Absences  FMLA Workbench  Define Profile Settings for FMLA Workbench PTFMLA Transaction Code 2. you can view the following values: The following profiles have been configured for the SAP Best Practices for HCM U.2 Number Range for FMLA Document No. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  General Settings  Set Earliest Recalculation Date for Pair Formation/Time Evaluation SPRO © SAP AG Page 67 of 96 . You define users’ authorizations in their role using the Role Maintenance function (transaction PFCG).1 Recalculation Date for Pair Formation/Time Evaluation Procedure 1. 01 From Number 0000000000000001 To Number 9999999999999999 Current Number 0 Ext. On the “Number Range for FMLA Document Number” screen.S.

8. The table that shows all of the recalculation categories is T569R.1. On the ‘Change View “Earliest Recalculation Dates for Time Management:” Overview’ screen.SAP Best Practices for HCM . but they may need to be modified to control how far back the system may perform a retro-calculation for Time Evaluation based on the customer’s requirements. you will see the values shown in the table below.1. (green=old documentation. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Evaluations and the Time Management Pool  Time Statement Form  Set Earliest Recalculation Date for the Time Statement SPRO Transaction Code 2. &TIMMO=10. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  General Settings  Set Modifier for Earliest Recalculation Date SPRO 2. If it is necessary to determine these dates by other groupings this feature may be changed.  TIMMO: D ** 07 10 MOLGA &TIMMO=01. The recalculation dates have been pre-defined in the SAP Best Practices for HCM U.2 Modifier for Earliest Recalculation Date Procedure 1..USA Time Management and Time Evaluation Configuration Guide 2. On the Change View “Earliest Recalculation Dates for Time Management”: Overview screen. you will see the following values: Mod.S.3 Earliest Recalculation Date for Time Evaluation Procedure 1. 3. 01 10 Earliest Recalculation Date 01/01/1990 01/01/2003 8. Feature 'TIMMO' has been modified to control the determination of the Earliest Recalculation Dates based on the country modifier (MOLGA). &TIMMO=07. pink=what is in the IMG) Recalculation Categories 01 Incentive Wages 02 Time evaluation 03 Time statement 04 Pair formation 05 Earliest time data carry-over Earliest Date 01/01/2003 01/01/2003 01/01/2003 01/01/2003 01/01/2003 © SAP AG Page 68 of 96 .

On the Change View “EE Subgroup Grouping for PCR/CollAgrmtProv.: Overview” window you will see the following values: EE Group 1 1 1 1 1 Name of Employee Employee Employee Employee Employee Employee Employee Subgroup U0 U1 U2 U3 U4 Name of EE Subgroup Hourly Salaried-Exempt Salaried-Non Exempt Executive Sales ESG for PCR 1 3 3 3 3 ESG for CAP 1 3 2 4 5 8.2 Employee Grouping for the Time Evaluation Rule Procedure 1. 3.2.of tgt/actl time Rec. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Time Evaluation Settings  Group Employee Subgroups for the Personnel Calculation Rule SPRO 2.2 Time Evaluation Settings 8. of actual times Trainee Employee 8.2.USA Time Management and Time Evaluation Configuration Guide 8. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Time Evaluation Settings  Set Employee Groupings for the Time Evaluation Rule SPRO 2.1 Subgroup Grouping for PCR/CollAgrmtProv Procedure 1.SAP Best Practices for HCM . On the Change View “Employee Grouping for the Time Evaluation Rule : Overview” window you will see the following values” Group for TE Rule 1 2 3 1 Text Rec. On the Work Area screen enter value ‘10’ and select enter.2. Access the activity using one of the following navigation options: IMG Path Transaction Time Management  Time Evaluation  Time Evaluation Settings  Define Time Settings SPRO © SAP AG Page 69 of 96 .3 Define Time Types Procedure 1.

On the ‘Change View “Time Type Determination”: Overview’ screen you will see the values shown in the table below. to facilitate the processing of overtime calculations. floating holiday calculations. 3. Ti me PS Ty G pe ZUS 0 01 ZUS 01 1 ZUS 2 01 ZUS 01 3 ZUS 4 01 ZUS 01 5 ZUS A 01 Transf Save as er Day Cumulate Previo Balanc in Period us e Balance Period 1 1 1 Period Period Balance Transfer Balance Store for Prev Previou Prev time Period s Year Year accounts Time Type Text Absence on Holiday Holiday Day Off Holiday Work Day Holiday Hours Daily Overtim e Hours Holiday Hours Floating Holiday Quota 1 1 1 1 1 1 1 8. P T P T P T P T Start Type Type Type Type Type Type Type Type Date PSG Group ID 0 0 1 1 2 2 3 3 01 01 01 01 01 01 01 02 02 02 02 02 02 02 01 02 03 04 05 06 07 M S S K K S K 0310 0110 0210 0510 0510 0540 0510 A S S 0320 0120 0220 0520 0520 0540 0520 M S S K K S K 0330 0130 0230 0530 0530 0540 0530 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 01/01/1900 End Date A 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 © SAP AG Page 70 of 96 . Several additional time types have be created in the SAP Best Practices for HCM U.SAP Best Practices for HCM . and other time balance-related calculations.3 Time Type Determination Procedure 1.USA Time Management and Time Evaluation Configuration Guide Code 2. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Time Evaluation With Clock Times  Time Data Processing  Set Time Type Determination SPRO 2. On the ‘Change View “Time Types”: Overview’ screen you will see the values in the table below.S.

3.S. TM Status 0 1 2 7 8 9 0 1 2 7 8 9 Text No time evaluation Time evaluation of actual times PDC time evaluation Time evaluation without payroll integration External services Time evaluation of planned times 4. the SAP Best Practices for HCM U. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Time Evaluation Without Clock Times  Initial Steps  Set Controls SPRO 2. SAP Best Practices for HCM U. The SAP Best Practices for HCM U. select “Indicate Breaks for Import” activity and choose the ‘Choose’ button. comes pre-configured with absence valuation and wage type generation from attendances.USA Time Management and Time Evaluation Configuration Guide P T P T P T P T Start Type Type Type Type Type Type Type Type Date PSG Group ID 0 0 1 1 2 2 3 3 01 01 02 02 08 09 M K 0540 0510 M 0540 0520 M K 0540 0530 End Date 01/01/1900 12/31/9999 01/01/1900 12/31/9999 8.4.S. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Time Evaluation Without Clock Times  Providing Time Data  Determine Breaks for Import SPRO 2. if Clock Time functionality is required.1 Work Break Schedule Procedure 1. On the ‘Choose Activity’ screen. On the ‘Change View “Employee Time Management Status”: Overview’ screen you will see the values in the table below. HR System is set up for Time Evaluation WITHOUT clock times.S. Please refer to the Payroll User Guide for additional information. © SAP AG Page 71 of 96 . has been set up to provide for the import of clock times via Infotype 2011 and for the subsequent processing of Clock Times through Schema 9US0. 8. However. The SAP Best Practices for HCM U.SAP Best Practices for HCM . On the ‘Change View “Work Break Schedule”: Overview’ screen you will see the values shown in the table below. is set up for Time Evaluation WITHOUT clock times.S.4 Time Evaluation without Clock Times Procedure 1.

00 6.25 0.25 1. Break Number Start End 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 AFTN ERLY ERLY ERLY EXEC GLZ GLZ GLZ LATE LATE LATE M3 M3 MID MID MID NGHT NORM REG WNRM 01 01 02 03 01 01 02 03 01 02 03 01 02 01 02 03 01 01 01 01 20:00 07:45 10:00 12:30 12:00 09:30 11:30 22:00 23:45 02:00 04:30 21:00 08:00 10:30 12:45 12:30 10:00 13:30 22:10 24:00 02:30 04:45 Unpaid Paid After Ref. Time 1.25 0. PSG A/A Type 10 10 10 10 10 10 10 10 10 10 0800 0801 0802 0803 0804 0810 0820 0821 0825 0830 A/A Type Text Attendance hours Overtime Hours-Paid Overtime Hours-Paid+Comp Overtime Hours-Comp Call In/On Call Business Trip Educ / Training-Internal Educ / Training-External Course Instructor Meeting / Seminar Start Date 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 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 Class P/T 01 02 02 02 02 02 02 02 02 02 01 05 05 04 03 02 02 02 02 02 © SAP AG Page 72 of 96 .25 0.00 1.2 Attendances / Absences from Generated Planned Time Pair Procedure 1.50 0.75 0.25 0.25 0.00 0.00 0. On the ‘Choose Activity’ screen select the “Determine Time Class for Attendance” activity and choose the ‘Choose’ button.75 4.25 0. On the Change View “Attendance: Time Evaluation”: Overview’ screen you will see the values in the table below.50 0.4.00 1.25 0.17 0.00 1.50 0.SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times Providing Time Data  Deduct Attendances/Absences from Generated Planned Time Pair SPRO Transaction Code 2.50 0.USA Time Management and Time Evaluation Configuration Guide Grpg.00 Type 1 Type 2 O 15:45 18:00 20:30 04:00 12:00 12:00 13:00 16:00 18:30 20:45 05:00 13:00 13:00 14:00 8.

Access the activity using one of the following navigation options: IMG Path SAP Customizing Implementation Guide  Cross-Application Components  European Monetary Union  Changeover of Human Resources  Currency Changeover Preparatory Measures  Check Amounts in Personnel Calculation Rules SPRO Transaction Code 2.SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Data Processing  Determine Interim Planned Working Time SPRO Transaction Code 2.' to allow the appropriate values to be set for the time evaluation modifiers.4 Check Function Procedure 1. Personnel Calculation Rule ‘TMON’ has been copied to '9U. when you select “Modify Schema: Function RTIP TP09 GEN” activity. you will see the “Personnel Calculation Schemas: Initial Screen”. If there are additional requirements identified at the customer site this rule may be modified.4. Insert the value ‘9US0’ and you will see the following values: © SAP AG Page 73 of 96 .S.4. On the ‘Choose Activity’ screen.3 Time Evaluation Modifiers Procedure 1. A review of the delivered related processes is recommended before modifying this rule.  9USA: * 1 1 1 1 1 1 1 1 C C C C C C C 2 2 3 3 8 8 **** **** ** 1011 1012 1022 1030 1031 **** **** ** 0001 0001 ** 0002 0002 ** ** D ** D ** Z D D Z Z Z Z Z D D D D D PAYTP A OUTWPPLANT OUTWPEMPLR MODIF W=10MODIF PAYTP C PAYTP C PATYP C PAYTP C PAYTP C OUTWPPLTSC OUTWPEMPLR MODIF W=01MODIF OUTWPEMPLR MODIF W=02MODIF OUTWPEMPLR MODIF W=03MODIF OUTWPEMPLR MODIF W=99MODIF OUTWPEMPLR MODIF W=99MODIF OUTWPEMPLR MODIF W=10MODIF T=10MODIF A=01MODIF L=01MODIF Q=01 T=10MODIF A=01MODIF L=01MODIF Q=01 T=10MODIF A=01MODIF L=01MODIF Q=01 T=10MODIF A=01MODIF L=01MODIF Q=01 T=10MODIF A=02MODIF L=01MODIF Q=01 T=10MODIF A=02MODIF L=01MODIF Q=01 T=10MODIF A=01MODIF L=01MODIF Q=01 8.USA Time Management and Time Evaluation Configuration Guide 8.

CLTIM = 00 Pair type = 3. when you select “Determine Processing Type / Time Type Class for Absence” activity. when you select “Determine Processing Type / Time Type Class for Attendance” activity. Additional controls have been added to time schema 9US0 as follows:  9US0: ** CHECK CHECK CHECK CHECK CHECK Options: PON NEG NOTR RPR MACO FUT BP Time recording status other than 0 Do not use Time Recording infotype Set retroactive accounting for payroll. reduced pay Spa.SAP Best Practices for HCM . when you select “Define Time Types” activity. you will see the following values: © SAP AG Page 74 of 96 . if required Allow evaluations for future periods Allow for WPBP Data Check Basic Pay 8. you will see the following values: PSG 01 01 01 Time Type 1100 1200 1300 Time Type Descp. red/full pay Illness for leave Industrial accident Accident to/from work Accident in private time Paid leave of absence Start Date 01/01/1999 01/01/1990 01/01/1999 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 10/01/1996 01/01/1990 10/01/1996 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/1998 12/31/1998 12/31/1998 12/31/9999 12/31/1998 12/31/1998 12/31/1998 12/31/9999 12/31/9999 12/31/9999 12/31/9999 Class 03 03 03 03 02 02 02 02 02 03 01 02 02 02 01 01 01 02 P/T 01 01 01 01 02 02 02 02 02 01 02 02 02 02 02 02 02 04 4. full pay for leave Health spa. On the ‘Choose Activity’ screen.4.USA Time Management and Time Evaluation Configuration Guide 3. CLTIM = 00 Start Date 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 3. leave ded. you will see the following values: PSG A/A/Type 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 0100 0101 0110 0190 0200 0210 0220 0221 0222 0223 0230 0240 0241 0250 0270 0280 0290 0300 A/A Type Text Leave Leave IT0005 Leave 1/2 day Educational leave Illness with certificate Illness w/o certificate Health spa Health spa. On the ‘Choose Activity’ screen.ER Doctor's appointment Illness with reduced pay Split illn. CLTIM = 00 Pair type = 2. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Data Processing  Assign Time Types and Processing Types SPRO Transaction Code 2. Pair type = 1. On the ‘Choose Activity’ screen.5 Time Types and Processing Types Procedure 1.

you will see the following values: P Type T Type P Type T Type P Type T Type Start PSG Group P/T 1 1 2 2 3 3 Date 01 01 01 01 01 01 01 01 01 01 00 01 02 03 04 P P P P P 1100 1101 1102 1103 1104 A A A A A 1200 1201 1202 1203 1204 P P P P P 1300 1301 1302 1303 1304 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 8. On the ‘Choose Activity’ screen. when you select “Assign Processing Type and Time Type” activity.6 Shorten Absences of Less Than One Day Procedure 1. On the ‘Change View “Absence: Time Evaluation:” Overview’ screen. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Providing Time Data  Time Data Processing  Shorten Absences of Less Than One Day SPRO Transaction Code 2. Inj/Worker's Comp Maternity FMLA Jury Duty Bereavement Military Service Start Date 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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 Class 03 01 01 02 01 01 02 02 01 01 01 01 01 01 01 P/T 01 01 02 01 01 02 01 01 01 02 04 04 01 01 02 © SAP AG Page 75 of 96 .USA Time Management and Time Evaluation Configuration Guide PSG A/A/Type 01 01 01 01 01 01 01 01 01 01 01 0400 0420 0430 0440 0460 0470 0700 0800 0801 OKC1 WFPZ A/A Type Text Business trip Seminar/course/training Vocational school/class Active in works council Overtime for quota hours Actual cost distribution Staff meeting Productive hours Overtime hours On-call duty BAT Assignments PSP Start Date 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 01/01/1901 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 Class 01 01 01 01 01 03 01 01 02 01 P/T 02 03 03 04 01 04 01 05 01 5. when you will see the following values: PSG 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 A/A Type 0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 0650 A/A Type Text Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occ.4.SAP Best Practices for HCM .

0 01/01/199 0 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 001 Normal Work Hours 1200 010 Evening Shift 1212 Premium 011 Night Shift Premium 1213 012 Weekend Shift Premium 013 Call in Pay Hours 014 On Call/Standy Hours 050 Overtime Base 060 Overtime bonus 50% 065 Overtime bonus 100% 1214 1215 1202 1205 1206 1207 © SAP AG Page 76 of 96 .SAP Best Practices for HCM .5 01/01/199 0 Overtime paid 2. 01 01 01 01 01 01 01 01 01 Dy. WT.0 01/01/199 0 Overtime paid 1.7 Processing Types Procedure 1. Grpg.4. On the ‘Change View “Processing Type”: Overview’ screen you will see the following data in the table below: Processing Type 1 Processing Type Text Availability < 10 % 8. On the ‘Change View “Time Wage Type Selection Rule”: Overview’ screen you will see the following data: T. 01 01 01 01 01 01 01 01 01 No. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Wage Type Selection and Overtime Compensation  Define Generation Rules SPRO Transaction Code 2. Name of Rule Wage Type Wage Type Long From Text Regular working time 01/01/199 0 Evening Shift 01/01/199 premium 0 Night Shift premium 01/01/199 0 Weekend Shift 01/01/199 premium 0 Call In pay 01/01/199 0 On Call / Standby 01/01/199 0 Overtime paid 1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Wage Type Selection and Overtime Compensation  Define Processing Types SPRO Transaction Code 2.USA Time Management and Time Evaluation Configuration Guide 8.8 Generation Rules Procedure 1.4. On the ‘Choose Activity’ screen select the “Define Generation Rules” activity and choose the ‘Choose’ button.

00 ADDDBZUS1 © SAP AG Page 77 of 96 . Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation With Clock Times  Time Data Processing  Determine Interim Planned Working Time SPRO Transaction Code 2.00 ADDDBZUS0ZCOLOP* 4. You will see the following values: 3. 8. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USE’ and choose the ‘Display’ button. You will see the following values: 5. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. to facilitate the processing of US specific requirements. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button.00 ADDDBZUS0ZCOLOP* HRS=1.SAP Best Practices for HCM .9 Time Data Processing Several new personnel calculation rules are delivered in the SAP Best Practices for HCM U. It checks if the employee is absent (an absence has been entered). It checks if a public holiday falls on an employee’s free day. Personnel Calculation Rule ‘9USG’ is called within the ‘Time Data’ block during day processing. On the ‘Choose Activity’ screen select the “Check Assignment of Wage Type Selection Rule Group” activity and choose the ‘Choose’ button. Personnel Calculation Rule ‘9USE’ is called within the ‘Time Data’ block during day processing.00 COLOP* VARSTFREE D VARSTDAYTY DAYPG 1ADDDBZUS1COLOP* COLOP* COLOP* VARSTDAYTY COLOP* HRS=1. If an absence exists. On the “Personnel Calculation Rules: Initial Screen” enter ‘9USG’ and choose the ‘Display’ button. You will see the “Personnel Calculation Rules: Initial Screen”. then the employees next scheduled workday is converted internally to paid day off.USA Time Management and Time Evaluation Configuration Guide 3.  9USE: * * * * * * * * * * * * N N* N> N> N> N> N> N> Y Y* Y1 D D D N N* N1 N2 Y D VARSTFREE HRS=MZUS1 HRS?0.S.4.  9USG: * * * * * ** ** ** 02 D D **** 0201 OUTTPCLTIM OUTTPABTYP COLOP* HRS=1. Procedure 1. If it does. the absence type is checked to determine if it should continue or if the public holiday should be paid instead.

SAP Best Practices for HCM . You will see the following values: 9. it checks if the employee is present (an attendance has been entered). but is not activated. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. Time type ZUS2 is updated. If an attendance has been entered for the employee then the holiday is banked for time off at a later date. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. The decision on employee’s eligibility has been set up (employment greater than 3 months). Error messages are processed as well as the generation of Statutory Holiday. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USR’ and choose the ‘Display’ button.  9USB: * D VARSTFREE SCHEDULED DAY OFF? * N D VARSTPRSNT WORK? * NN D VARSTABSCE EMPLOYEE ABSENT? * NNN D VARSTDAYTY * NNN* * NNN0 COLER01I NEXTR A * NNN0 A * NNN1 Z PAYTP B HOLIDAY * NNN2 DAYPGOFF NEXTR A OFF * NNN2 A * NNN3 Z PAYTP B * NNY D VARSTDAYTY TYPE? * NNY* * NNY0 * NNY1 Z PAYTP D * NNY2 DAYPGOFF NEXTR A OFF * NNY3 Z PAYTP D * NY D VARSTABSWD ABSENCE WHOLE DAY? EMPLOYEE AT DAY TYPE? EMPLOYEE NOT AT WORK NOT AT WORK ON PUBLIC CHANGE DWS.  9USR: * * * * * * * C C C D * 1 1 1 1 1 N Y D * 1 1N 1Y D D VARSTHOLCL COLOP* VARSTDAYTY COLOP* VARSTFREE Z PAYTP C COLOP* VARSTPRSNT HRS=S ADDDBZUS2Z 8. If it does. SCHEDULED ABSENT ON SPECIAL DAY EMPLOYEE © SAP AG Page 78 of 96 . On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USB’ and choose the ‘Display’ button. Personnel Calculation Rule ‘9USR’ is called within the ‘Time Data’ block during day processing. Personnel Calculation Rule ‘9USB’ is called within the ‘Time Data’ block during day processing. You will see the following values: 7. It checks if a public holiday falls on an employee’s scheduled working day.USA Time Management and Time Evaluation Configuration Guide 6. SCHEDULED NOT AT WORK ON SPECIAL DAY DAY ABSENT ON PUBLIC HOLIDAY CHANGE DWS.

0 ADDDBZUS5 PAYTP B HRS=MZUS5 ADDDBZUS5-HRS=MZUS3 ADDDBZUS3HRS=1. The purpose of this rule is to cumulate eligible time for Statutory Holiday eligibility. Time types ZUS5 and ZUS3 are updated. Personnel Calculation Rule ‘9UST’ is called within the ‘Time Data’ block during day processing. SCHEDULED AT WORK DESPITE DAY TYPE 3 AT WORK DESPITE FULL DAY EMPLOYEE AT N2 N3 N3 A Y Y A D A A A A A A D D D D Z PAYTP B COLER00 NEXTR A AT WORK BUT SCHEDULED OFF HRS=YDAMU1HRS?3 NEXTR A EMPLOYMENT > 3 MTHS? HRS?3 ADDDBZUS3TGENTG NEXTR A PLANNED WORKING HRS GENTG D HRS=MZUS5 HRS?0 NEXTR A STAT HOLIDAY? HRS?0 D HRS=YDAMU1 HRS?3 NEXTR A EMPLOYMENT > 3 HRS?3 ADDDBZUS3TGENTG NEXTR A GENTG D HRS=MZUS0 HRS?0 HRS?0 HRS=MZUS5 HRS?0 HRS=YDAMU1HRS?3 ADDDBZUS3TGENTG PLANNED WORKING HRS ABSENCE FLAG? STAT HOLIDAY? EMPLOYMENT > 3 MTHS? PLANNED WORKING HRS D D D D * 10.SAP Best Practices for HCM .0 ADDDBZUS5 PAYTP B OUTTPCLTIM HRS=1.  9UST: * * * * * * * * * B B B N N N N N N N Y A * D * 0 0 0 0 0 N Y Y ** Y 02 D Z D Z Z D D VARSTFREE VARSTDAYTY COLOP* VARSTABSWD HRS=1. You will see the following values: 11. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9UST’ and choose the ‘Display’ button.0 ADDDBZUS5 PAYTP B D HRS=MZUS3 HRS?0 NEXTR A STAT HOLIDAY? HRS?0 © SAP AG Page 79 of 96 .USA Time Management and Time Evaluation Configuration Guide * NY TYPE? * NY * NY * NY * NY OFF * NY * NY 1 * NY * NY ABS * NY * Y WORK? * YN * YY B B B * B * C C C * MTHS? C * C ** C ** D D D * D = D =* D =* N N N N N * 1 1 2 D Z A A Z Z VARSTDAYTY COLER08 PAYTP C NEXTR A Z PAYTP C DAYPGOFF NEXTR A COLER08 PAYTP C NEXTR A PAYTP C COLER02E NEXTR A VARSTPRSNT DAY AT WORK DESPITE DAY TYPE 1 CHANGE DWS.

SAP Best Practices for HCM .USA Time Management and Time Evaluation Configuration Guide B > ADDDBZUS3- 12. The purpose of this rule is to reduce the value stored in daily and period balance 0410 (Overtime offset) by the number of hours in absence type 0215 (Comp Time for Overtime). On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button.  9USU: * ** * * * * * * * * B B B B B B B B D 2 2 2 2 3 3 3 3 * R R * R R D Z A OUTTPPTYPE PAIR TYPE? COLOP* OUTTPORIGS ORIGIN STATUS? PAYTP B FILLPVR NEXTR A COLOP* ON CALL/STANDBY COLOP* D OUTTPORIGS ORIGIN STATUS? COLOP* FILLPVR NEXTR A COLOP* ON CALL/STANDBY COLOP* OUTTPVTYPE COLOP* HRS=DZUS3 HRS?0 COLOP* FILLPVX COLOP* D HRS=DZUS3 HRS?0 COLOP* FILLPVX COLOP* A D PROCESSING TYPE? * A D A* A> S S* S> HOLIDAY 14. You will see the following values: 15. You will see the following values: 13. Personnel Calculation Rule ‘9USU’ is called within the ‘Planned Working Times’ block during day processing. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USU’ and choose the ‘Display’ button. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USW’ and choose the ‘Display’ button. Personnel Calculation Rule ‘9USW’ is called within the ‘Planned Working Times’ block during day processing.  9USW: * D TYPE? * * * 2 PROCESSING TYPE? * 2* * 2A * 2A* * 2 A **** * 2 A 0215 OUTTPPTYPE COLOP* D OUTTPVTYPE COLOP* D OUTTPABTYP COLOP* COLOP* ADDDB0410A ABSENCE TYPE? PAIR © SAP AG Page 80 of 96 . The purpose of this rule is to change the processing type of the ‘On Call/Standby’ time to value ‘R’ for further processing.

The purpose of this rule is to verify if the employee is eligible for daily overtime (personnel area 1022 –California). to handle Overtime Payments. Personnel Calculation Rule ‘9USX’ is called via function ‘IF’. Rule box 3. otherwise overtime processing is bypassed. then those that follow are processed.4.  9USV: * * * * * N Y D OUTWPEXMPT SCOND=F IF SCOND=T IF SCOND=F IF Procedure 1.S.4. Access the activity using one of the following navigation options: IMG Path Cross Application Components  Changeover of Human Resources  Currency Changeover  Preparatory Measures Check Amounts in Personnel Calculation Rules SPRO Transaction Code 2. Note that personnel area 1022 WEST has been used to flag a California employee. 8. If the value ‘N’ is found the overtime rules.SAP Best Practices for HCM . In addition to the sub schemas for processing of overtime a rule is delivered to check if the employee is exempt/non exempt from overtime.  9USX: * * * D **** 1022 OUTWPPLANT SCOND=F IF SCOND=T IF PERSONNEL AREA? © SAP AG Page 81 of 96 .10 Overtime Processing Additional configuration is delivered with the SAP Best Practices for HCM U. A subschema for daily overtime has also been added to accommodate those employees located in California. The ‘Exempt Indicator’ field on Infotype 0001 (Organizational Assignment) is checked.USA Time Management and Time Evaluation Configuration Guide 8. The purpose of this rule is to verify if the employee is eligible for Overtime payments. Personnel Calculation Rule ‘9USV’ is called via function ‘IF’. ON the ‘Choose Activity’ screen select “Modify Personnel Calculation Rule TPP3” activity and insert value 9USV on the “Personnel Calculation Rules: Initial Screen” 3. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation Time Evaluation Settings  Time Evaluation With Clock Times  Time Data Processing  Determining Overtime  Calculate Overtime on the Basis of General Periods SPRO Transaction Code 2.11 Personnel Calculation Rules Procedure 1. where daily overtime after 8 hours is mandatory. On the Source text search in PC rules screen put in the value 9USX in the Personnel Calc.

USA Time Management and Time Evaluation Configuration Guide 8.  9US1: ** Overtime after x hours per day ** ================================= ACTIO 9USC Initialize overtime limit x SORT TIP P2 Sort sequence: Absences first PTIP 9USD GEN Overtime after 8 hours PTIP 9USH GEN Overtime after 12 hours 4.00 ADDDB0900Z HRS=99. 3.12 Overtime from Attendance Quotas Procedure 1.50 ADDDB0900Z ADDDB0900ZHRS=12. Choose the ‘Display’ button on the “Display Schema: 9US1” screen and double click on the ‘Action 9USC’ to go to “Display Rule: 9USC ES Grouping * Wage Type/Time Type****” 5.00 ADDDB0900Z HRS>12.50 ADDDB0900Z HRS=S HRS=S D D HRS>8. Personnel Calculation Rule ‘9USC’ is processed within sub schema ‘9US1’.00 ADDDB0411Z HRS=12. Sub schema ‘9US1’ contains the rules required for processing overtime for hours worked in excess of 8 hours per day. The time type is then evaluated in PCR ‘9USD’. The purpose of this rule is to initialize utility time type 0900. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”.00 ADDDB0900Z SCHED VARSTFREE VARSTTIMCL HRS=7.SAP Best Practices for HCM .  9USC: * * * D * ** WORKING DAY * *3 WORKING DAY * *5 WORKING DAY * 0 DAY OFF? * 0N * 0N* WORKING DAY * 0N3 WORKING DAY * 0N5 WORKING DAY * 0Y DAY OFF * 1 * 2 OFF/UNPAID VARSTDAYTY D VARSTTIMCL HRS=S HRS>7.00 ADDDB0900Z © SAP AG Page 82 of 96 .00 ADDDB0900Z HRS=S ADDDB0900Z HOLIDAY HRS=0. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation With Clock Times  Time Data Processing  Determining Overtime  Determine Overtime from Attendance Quotas SPRO Transaction Code 2.4.

0 OUTTPCLTYP HRS=D0900 HRS-D0904 GENTPB SADDDB0904 FILLPVM COLOP 0040 HRS=D0900 HRS-D0904 GENTPB SADDDB0904 FILLPVN COLOP 0040 HRS=D0900 HRS-D0904 GENTPB SADDDB0904 FILLPVY COLOP 0040 D OUTTPCLTYP COLOP * © SAP AG Page 83 of 96 .USA Time Management and Time Evaluation Configuration Guide 6. Personnel Calculation Rule ‘9USD’ is processed within sub schema ‘9US1’. The purpose of this rule is to determine overtime after the employee has completed 8 planned working hours per day.SAP Best Practices for HCM .0 FILLPVY COLOP 0040 OVERTIME @ 2. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”. The hours threshold of 8 are take from utility time type 0900. Choose the ‘Display’ button on the “Display Schema: 9US1” screen and double click on the ‘Action 9USD’ to go to “Display Rule: 9USD ES Grouping * Wage Type/Time Type****” 7.  9USD: * * * * * * * HRS * * * PROCESSING TYPE? * A ABSENCE TYPE? A **** Z M Z S D S* D D OUTTPVTYPE COLOP* D OUTTPABTYP PAYTP B PAYTP E OUTTPPTYPE HRS=D0904 NEXTR A HRS?D0900 HRS?D0900 PAYTP C HRS+PNUM NEXTR A HRS?D0900 HRS?D0900 ADDDB0904ZCOLOP* COLOP* PAYTP D COLOP* A COLOP* A D HRS=D0904 HRS?D0900 FILLPVM COLOP 0040 UTIL PAIR TYPE? OVERTIME AFTER X S* A D S** Z S*< D CUMULATE HOURS * S*< A D * S*<* TIME NEXT WEEK * S*<* A * S*<> Z * S0 WORK * S0 * S2 RECORDED ABSENCE * S2 B B * AFTER X HRS B < B <* B <> COLOP 0040 B <> A C C * C 1 C D D D D * NEXTR A D * A D 1 NEXTR A D 1 A D D NEXTR A D D A E E * OVERTIME @ 1.5 NOT AT OVERTIME (M) D HRS+PNUM HRS?D0900 ADDDB0904ZCOLOP* HRS=D0900 HRS-D0904 GENTPB SADDDB0904 FILLPVM COLOP 0040 D OUTTPCLTYP FILLPVM COLOP 0040 OVERTIME @ 1.5 FILLPVN COLOP 0040 OVERTIME @ 1.

00? HRS=PNUM HRS+DZUS4 HRS?4.USA Time Management and Time Evaluation Configuration Guide E E E E 1 OVERTIME @ 1.00 GENTPB YCOLOP 0040 OUTTPVTYPE COLOP* HRS=D0904 HRS?4.00 GENTPB YCOLOP ADDDBZUS4ZHRS=PNUM HRS-4.00 COLOP 0040 HRS=D0904 HRS-4. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value ‘9US2’ on the “Personnel Calculation Schemas: Initial Screen”.00 GENTPB YCOLOP 0040 10.  9US2: BLOCK IF PRINT IF ACTIO PTIP ACTIO ELSE ACTIO PTIP ACTIO ENDIF ENDIF BEG WW TIP WWTI TW31 TW32 TW33 GEN Overtime calculation after x hours/week Working week in infotype 0007 TIP before weekly overtime analysis If clock times are defined for wk. Personnel Calculation Rule ‘9USH’ is processed within sub schema ‘9US1’. week and OVERT Correct time type for weekly overtime Working week defined without clock time Initialize time type for weekly OT Overtime after prod.00 COLOP 0040 HRS=D0904 HRS-4. Choose the ‘Display’ button on the “Display Schema: 9US2” screen. and you will see the values below. The purpose of this rule is to determine overtime after the employee has completed 12 planned working hours per day. week Initialize time type for weekly OT Split if start of wk. Sub schema ‘9US2’ contains the rules required for processing overtime for hours worked in excess 40 hours per week.SAP Best Practices for HCM .0 D A FILLPVN COLOP * COLOP* FILLPVY COLOP* COLOP * 8.00 GENTPB YCOLOP 0040 OUTTPVTYPE COLOP* HRS=D0904 HRS?4. On the “Display Schema: 9US1” screen double click on the ‘Action 9USH’ to go to “Display Rule: 9USH ES Grouping * Wage Type/Time Type****” 9. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”. This sub schema was copied from sub schema ‘TW30’ and modified to handle overtime processing based on the ‘Overtime Compensation Key’. Choose the ‘Display’ button on the “Display Schema: 9US1” screen and double click on the “Personnel Calculation Schemas: Initial Screen”. 11.  9USH: * * * * * * 0040 * C C C C C D D D D D D * M M* M** M*> M> D * M M* M> * M M* M> D D D D D OUTTPVTYPE COLOP* HRS=PNUM HRS?4.0 1 A D OVERTIME @ 2. Choose the ‘Display’ button. The hours threshold of 12 are take from utility time type 0900.00 ADDDBZUS4ZCOLOP* ADDDBZUS4ZHRS=PNUM HRS-4. time in OVERT Correct time type for weekly overtime Working week with/without clock times? Working week in infotype 0007? 9USP ZW34 9USF GEN TW36 © SAP AG Page 84 of 96 .

Personnel Calculation Rule ‘9USP’ is called within sub schema ‘9US2’.00 NEXTR A ADDDB0903Z YES: 0903 = 0 A 14. The purpose of this rule is to correctly initialize the overtime time types. The purpose of this rule is to correctly evaluate overtime hours based on the value stored in the ‘Overtime Compensation Key’ at time of input. and double click on the ‘Action 9USF’ to go to “Display Rule: 9USF ES Grouping * Wage Type/Time Type****”.  9USP: * * * * * * N NN NY Y Y D D VARSTFDYWW VARSTNDYAC HRS=0.USA Time Management and Time Evaluation Configuration Guide BLOCK END 12.  9USF: * * * * * WORK * * * * M S S* D Z OUTTPVTYPE COLOP* PAYTP C D OUTTPPTYPE Z PAYTP B COLOP* COLOP* HRS=D0903 HRS?COVERT FILLPVM COLOP 0040 D HRS+PNUM HRS?COVERT ADDDB0903ZCOLOP* HRS=COVERTHRS-D0903 GENTPB SADDDB0903 FILLPVM D OUTTPCLTYP COLOP * FILLPVN COLOP * FILLPVY COLOP * OVERTIME PAIR TYPE? AT NOT AT WORK PROCESSING TYPE? S0 S0 A S2 RECORDED ABSENCE * S2 A B D B * B < B <* B <> COLOP 0040 C * C * C 1 C D 8.00 ADDDB0903Z HRS=M0903 ADDDB0903Z HRS=0.SAP Best Practices for HCM . 15. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Wage Type Selection and Overtime Compensation  Define Valuation Classes for Period Work Schedule © SAP AG Page 85 of 96 . On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value ‘9US2’ on the “Personnel Calculation Schemas: Initial Screen”. and double click on the ‘Action 9USP’ to go to “Display Rule: 9USP ES Grouping * Wage Type/Time Type****”. Choose the ‘Display’ button on the “Display Schema: 9US2” screen.4. 13. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value ‘9US2’ on the “Personnel Calculation Schemas: Initial Screen”. Personnel Calculation Rule ‘9USF’ is called within sub schema ‘9US2’.13 Valuation Classes for Period Work Schedules Procedure 1. Choose the ‘Display’ button on the “Display Schema: 9US2” screen.

Overtime @ 1.5 Rotation sched.Holiday Wage type selection .S.0 Wage type selection .5 Wage type selection .5 Hour Night Shift 8 Hour Rotation sched. you will see the following values in the table below: 3.Call In / Call Back Wage type selection . Access the activity using one of the following navigation options: IMG Path Payroll  Payroll Data  Payroll USA  Day Processing of Time Data  Day Processing Functions  Time Data Retrieval  Wage Type Generation PTFMLA Transaction Code 2.Overtime @ 2.Planned work Wage type selection . 7..S. 7.USA Time Management and Time Evaluation Configuration Guide Transaction Code PTFMLA 2.Overtime @ 1.0 Wage type selection .5 Start Date 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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 Valuation Class for PWS 3 3 4 4 3 5 4 5 1 3 3 4 4 4 4 8. An excerpt from schema ‘9US0’ follows:  9US0: BLOCK BEG DAYMO 01 GWT GWT GWT GWT GWT GWT GWT GWT BLOCK END 02 02 S X N M Y O C R 02 DZL DZL ZML ZML ZML ZML ZML ZML Select time wage types Set day grouping for T510S Wage type selection . In SAP Best Practices for HCM U. If additional Period Work Schedules are created a review of the valuation classes may be necessary. On the ‘Change View “Valuation Class for Period Work Schedule”: Overview’ screen.On Call / Standby ********************************* © SAP AG Page 86 of 96 . four Valuation classes have been defined for the period work schedule. These PWS valuation classes are used in the Generation of Wage Types.5 Rotation sched. Within schema ‘9US0’ the wage type generation processing has been extended to include additional processing types that have been created for the SAP Best Practices for HCM U.14 Wage Type Generation Procedure 1. PSG 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 PWS 3X12 4X10 9X80 9X81 P121 P122 P123 P124 PDAY PEVE PFLX PNGT PRO1 PRO2 PRO3 Description 3x12 flex schedule 4x10 flex schedule 9x80 flex schedule 1 9x80 flex schedule 2 Rotation Sched 12 Rotation Sched 12 Rotation Sched 12 Rotation Sched 12 Normal Day 8 Hour Evening Shift 8 Hour Flextime 7. 7.Banked Overtime Wage type selection .4.SAP Best Practices for HCM .

you will see the following values in the table below: PSG TB Group 01 01 01 01 01 01 01 01 01 01 01 01 01 02 02 10 Rule Name of Rule 001 010 020 500 501 020 410 020 Core time violation Maximum daily working time Minimum working time Flextime capping: Upper limit Flextime capping: Lower limit Minimum working time Remunerate compensation account Minimum working time Start Date 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 © SAP AG Page 87 of 96 .00 ADDDB0410 BANK OVERTIME @ 2.0 OUTOTCLTYP ADDZLM* ADDDB0042 PAYOUT OVERTIME ADDDB0041 HRS*1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Data Recording and Administration  Overtime  Time Evaluation Time Evaluation with Clock Times  Providing Time Data  Time Data Processing  Time Wage Type Selection and Overtime Compensation  Time in Lieu and Split Leave  Time in Lieu  Modify Overtime Wage Types PTFMLA Transaction Code 2.  9USL: * * * * * * C C C C C D * * 6 8 9 * 3 E F A Z Z Z D VWTCL 17 ADDZLM* NEXTR A ADDDB0042 PAYOUT OVERTIME ADDDB0042 PAYTP C OVERTIME @ 1.0 PAYTP C OVERTIME @ 1.16 Balance Limit /SMBA0/V_T559P_B2DD_J01s Procedure 1.SAP Best Practices for HCM . The processing determines whether the overtime is to be paid or banked for time off in lieu at a later date. On the ‘Choose Activity’ screen.00 ADDDB0410 BANK OVERTIME @ 1.15 Overtime Compensation Procedure 1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Processing Balances  Balance Formation  Balance Limits PTFMLA Transaction Code 2.0 8. Personnel calculation rule 9USL processes the overtime wage types of internal table ZML.USA Time Management and Time Evaluation Configuration Guide 8.50 ADDDB0410 BANK OVERTIME @ 1.5 ADDDB0041 HRS*2.4. select “Define Limits for Time Balances” activity and choose the ‘Choose’ button. On the ‘Change View “Limits for Time Balances”: Overview’ screen.5 PAYTP C OVERTIME @ 2.0 ADDDB0041 HRS*1.4.

SAP Best Practices for HCM - USA

Time Management and Time Evaluation Configuration Guide

PSG TB Group
01 10

Rule Name of Rule
410 Banked Overtime

Start Date
01/01/1990

End Date
12/31/9999

3. In the SAP Best Practices for HCM U.S. two Balance Limit Rules have been defined to control the Balances determined in Time Evaluation. Although two rules have been defined, only one is used in the SAP Best Practices for HCM U.S. for limiting the Comp Time for Overtime Quota to 60 hours.
Day Balanc e Mes Ca Time Proces Process spBala sed ing in age pin nce Over Period s g Trans fer Surpl us to Time Balan ce Trans fer Surpl us to Wage Type Trans fer Time Balan ce to Time Type Check Point During Day Process ing

From Type Const Opera of P PS Ru Quota ant tion Value SG G le Text Value Hours Limit

01 10 02 Minim 0 um Work Time 01 10 41 Banke 60.00 0 d 00 Overti me

Origin Lower 0003 Curren Cumula 22 S t Day te Param MIN Maxim 0410 Period Cumula 40 um 1 Year te X 0407 1298 Daily

4. Personnel Calculation Rule '9USA' has been modified to set the modifier for Balance Limits (MODIF L) to '10'. If the customer requires additional Limit processing this PCR may require additional modifications. 5. Personnel Calculation Rule ‘9USM’ is called directly after function ‘LIMIT’ in schema ‘9US0’. The purpose of this rule is to zero out the balance in time type 0407 after the banked overtime has been paid out.

 9USM:
* HRS=0,00ADDDB0407ZADDMB0407Z

8.4.17

Maintain Absence Quotas

Procedure
1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Processing Balances  Balance Formation  Maintain Absence Quotas PTFMLA

Transaction Code

2. On the ‘Choose Activity’ screen, select “Absence Quota Type” activity and choose the ‘Choose’ button. On the ‘Change View “Absence Quota Type”: Overview’ screen, you will see the following values in the table below: ESG PSG AQ Type Quota Text
1 1 1 1 10 10 10 10 01 02 03 04 Comp Time for Overtime Floating Holiday Vacation Sick/Illness

Start Date End Date Unit NegDed TCC
01/01/1900 01/01/1900 01/01/1900 01/01/1900 12/31/9999 12/31/9999 12/31/9999 12/31/9999 Hours 01 Hours 01 Hours 40.00000- 01 Hours 20.00000- 01

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Time Management and Time Evaluation Configuration Guide

ESG PSG AQ Type Quota Text
1 10 10 Personal Time Off

Start Date End Date Unit NegDed TCC
01/01/1990 12/31/9999 Hours 01

3. On the ‘Choose Activity’ screen, select “Absence: Check Quota Type” activity and choose the ‘Choose’ button. On the ‘Change View “Absence Quota Type”: Overview’ screen, you will see the following values in the table below: PSG
10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10

A/A Type
0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530 0650 0700

Att./abs. Type Text
Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occ. Inj/Worker's Comp Maternity FMLA Jury Duty Bereavement Military Service Strike / Lockout

Start Date
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 01/01/1990 01/01/1990 01/01/1990 01/01/1990 01/01/1990

End Date
12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999

8.4.18 8.4.19

Absence Quotas Time Types

Procedure
1. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Data Processing  Assign Time Types and Processing Types PTFMLA

Transaction Code

2. On the ‘Choose Activity’ screen, select “Define Time Types” activity and choose the ‘Choose’ button. On the ‘Change View “Time Types”: Overview’ screen, you will see the following values in the table below ES AQ Quota Gr. PSG Type Text
1 1 1 1 1 10 10 10 10 10 01 02 03 04 10 Comp Time for Overtime Floating Holiday Vacation

Start Date

End Date Nit

No. Neg. Generated Increase Replace Ded. TCC
01 01 01 01 01 1 1 1 1 1 10 10 10 10 10 01 02 03 04 10

01/01/190 12/31/999 Hours 0 9 12/31/999 9 12/31/999 9 12/31/999 9 12/31/999 9 Hours Hours 40.00000Hours 20.00000Hours

01/01/190 0 01/01/190 0 Sick/Illness 01/01/190 0 Personal 01/01/199 Time Off 0

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1. On the ‘Choose Activity’ screen, select “Absence: Check Quota Type” activity and choose the ‘Choose’ button. On the ‘Change View “Absence Counting and Quota Deduction”: Overview’ screen, you will see the following values in the table below: PSG
10 10 10 10 10 10 10 10 10 10 10 10 10 10

A/A Type
0100 0140 0150 0200 0201 0202 0215 0220 0230 0250 0500 0510 0520 0530

Att/Abs. Type Text
Vacation Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occ. Inj/Worker's Comp Maternity FMLA Jury Duty Bereavement

Start Date
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 01/01/1990 01/01/1990 01/01/1990

End Date
12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999

8.4.20

Floating Holiday Accrual

Procedure
1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Time Evaluation With Clock Times  Providing Time Data  Absences  Adjust Absence Data SPRO

2. On the ‘Choose Activity’ screen, select the “Modify Personnel Calculation Rule: TE10” and choose the ‘Choose’ button. Enter ‘9USZ’ on the “Personnel Calculation Rules: Initial Screen” and choose the ‘Display’ button. You will see the following data: 3. In the SAP Best Practices for HCM U.S., rule 9USZ has been created to generate floating holiday on 1/1/xx for all eligible employees.

 9USZ:
* * * * * D * = =* == D HRS=BCURMOHRS?1,00 HRS=0,00 ADDDBZUSAZUPDTQA02 HRS=BCURDYHRS?1,00 HRS=0,00 ADDDBZUSAZUPDTQA02 HRS=IDAHRSADDDBZUSAZ

8.5 Quota Generation Schema
A schema strictly for the generation of quotas is also delivered with the SAP Best Practices for HCM U.S.. You can use schema ‘9US7’ to accrue absence quotas automatically in time evaluation. The functionality is limited to the task of generating quotas, that is, time balances or time wage types are not formed. Schema ‘9US7’ selects only employees assigned the Time Management Status ‘7’ (Time evaluation without payroll integration). This status enables the employee to be processed in time evaluation without the results being transferred to Payroll.

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&LLREP=PCS_HR_US_LTIM.1 Post Processing Procedure 1. &LLREP= PCS_HR_US_TCMP. &LLREP= PCS_HR_US_QTA0. 8. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Time Evaluation  Evaluations and the Time Management Pool  Time Management Pool  Set up Postprocessing PTFMLA 1. &LLREP= PCS_HR_US_TIM7.S. use Schema 9US0. &LLREP= PCS_HR_US_TEDT.SAP Best Practices for HCM . &LLREP= PCS_HR_US_SIM7. &LLREP= PCS_HR_US_TERR. &LLREP= PCS_HR_US_TABS.6. Feature 'LLREP' has been modified to include these variants as follows:  LLREP: 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 D D LEA0 LEA4 LTIM QTA0 QTA1 SIMF SIMF * SIMF 7 TAB2 TABS TBAL TCMP TEAB TEDT TELU TENT TERR TIME TIME * TIME 7 TPSH MOLGA FCODE(4) &LLREP=PCS_HR_US_LEA0. ZTERF &LLREP= PCS_HR_US_SIMF. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Evaluations and the Time Management Pool  Time Management Pool  Limit Display of data to errors only PTFMLA Transaction Code © SAP AG Page 91 of 96 . &LLREP=PCS_HR_US_LEA4. &LLREP= PCS_HR_US_TENT.2 Reaction to Error Transaction Procedure 1. &LLREP= PCS_HR_US_TPSH. &LLREP= PCS_HR_US_QTA1. &LLREP= PCS_HR_US_TELU. D D 8. for the 'Time Statement Form' and 'Time Evaluation'. &LLREP= PCS_HR_US_TEAB.6. &LLREP= PCS_HR_US_TBAL. ZTERF &LLREP= PCS_HR_US_TIME. Program variants are delivered with the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide For Attendance Generation.6 Time Management Pool 8. &LLREP= PCS_HR_US_TABS.

Although full Time Manager’s Workplace customizing has not been completed in the SAP Best Practices for HCM U. 9 Time Manager’s Workplace Time Manager’s Workplace features a user-friendly and task-oriented interface for maintaining time data and processing time evaluation messages. 4. &LIMIT=3. Limits have been defined for the overtime time type as well as the overtime wage types.  LIMIE: D 0040 ZTART &LIMIT=3. Feature LIMIE has been modified to include Overtime daily balance time type 0040. Feature LIMIZ has been modified to include Overtime wage types  LIMIZ: D 1205 1206 1207 LGART &LIMIT=3. You may also access it following these navigation options: Time Management  Time Evaluation  Information System  Set Value Limits for Cumulated Evaluation Results PTFMLA 3.6. © SAP AG Page 92 of 96 . &LIMIT=3.USA Time Management and Time Evaluation Configuration Guide 2.S. If the limit is exceeded the number field in the output list is highlighted in red. you will see this value: PSG Type Error Type Text 01 1 Message Text Message Long Text Employee not at work Error set by operation COLER in time evaluation 01 8. the following customizing is available for use in Time Manager’s Workplace.. This interface was specifically designed to meet the need of time administrators in a decentralized enterprise. On the ‘Change View “Reaction to Error Transaction”: Overview’ screen.SAP Best Practices for HCM . Report RPTBAL00 can be used to generate a list of all employees that exceed the limits. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Evaluations and the Time Management Pool  Set Value Limits for Cumulated Evaluation Results PTFMLA Transaction Code IMG Path Transaction Code 2.3 Value limits for cumulated evaluation results Procedure 1.

Unpaid Vacation Unpaid Absences Start Date 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 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 End Date 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 9. Other Paid Absences Sick/Illness FMLA Strike/Lockout Personal Time Comp Time Holiday Long Term Disability Workers' Comp. Access the activity using one of the following navigation options: IMG Path Time Management  Time Evaluation  Time Manager’s Workplace  Basic Settings  Select HR Master Data and Time Data  Time Accounts  Define Display Objects for Time Accounts/Assign Reporting Quota Types PTFMLA Transaction Code © SAP AG Page 93 of 96 . Group 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 Valuation Rule 01 02 03 04 06 07 10 11 14 21 22 23 24 25 26 30 31 39 40 99 01 Description Unpaid Absences Short Term Disab.USA Time Management and Time Evaluation Configuration Guide 9.Paid 50% STD .Paid 75% STD . Jury Duty Bereavement Military Leave Maternity STD .1. Access the activity using one of the following navigation options: IMG Path Transaction Code Time Management  Payroll USA  Absences  Absence Valuation  Create Counting Classes for Absence Evaluation PTFMLA 2.1 Time Accounts Procedure 1.Paid 100% STD . Val. you will see the following values: Abs.1 Payroll 9.2 Time Data 9. On the ’Change View “Absence valuation: Counting classes (regular)“: Overview’ screen.2.SAP Best Practices for HCM .1 Absence Valuation Procedure 1.

Access the activity using one of the following navigation options: IMG Path Time Management  Time Manager’s Workplace  Basic Settings  Select HR Master Data and Time Data  Time Accounts  Define Reporting Quota Types PTFMLA Transaction Code 2. Reporting Reporting Quota Type Assigned Absence/Attendance Quota Description Quota Type Monthly Balance US000001 US000002 US000003 US000007 US000008 US000015 US000016 Vacation Comp Time for Overtime Sick/Illness Education/Training Quota Floating Holiday Flextime Balance Flextime Excess/Deficit 03 – Vacation 01 – Comp Time for Overtime 04 – Sick/Illness 24 – Education/Training Quota 02 – Floating Holiday 0005 .Flextime Excess/Deficit In order to display the reporting quota types they must be defined as display objects in the Time Manager’s Workplace. On the Activity Window choose ‘Maintain Reporting Quota Types’ activity and choose the ‘Choose’ button.2 Reporting Quota Types Procedure 1. In order to display time account balances. Display Object Display Object Text Leave Entitlement Comp Time for Overtime Sick Leave Entitlement Education/Training Quota Floating Holiday Flextime Balance Flextime Excess/Deficit Reporting Quota Type US000001 US000002 US000003 US000007 US000008 US000015 US000016 Reporting Quota Type Description Vacation Comp Time for Overtime Sick/Illness Education/Training Quota Floating Holiday Flextime Balance Flextime Excess/Deficit Z_US_LEAVE_ENTITLEMENT Z_US_COMP_TIME_FOR_OVT Z_US_SICK_LEAVE Z_US_EDUCATION/TRAINING Z_US_FLOATING_HOLIDAY Z_US_FLEXTIME_BALANCE Z_US_FLEXTIME_BALANCE_CUT_OFF © SAP AG Page 94 of 96 .: 9.SAP Best Practices for HCM .Flextime Balance 0006 . you will see the following values: 3. The following display objects have been defined for the SAP Best Practices for HCM U.. you must first define reporting quota types comprised of the selected time quotas.S. On the ‘Change View “Display Object: Employee Time Quotas”: Overview’ screen.2. On the ‘Change View “Define Reporting Quota Types”: Overview’ screen select Define Reporting Quota Types from the dialog structure.USA Time Management and Time Evaluation Configuration Guide 2.S. The following reporting quota types are delivered with the SAP Best Practices for HCM U.

USA Time Management and Time Evaluation Configuration Guide 10Cross Application Time Sheet 10.S. integration to HR is completely configured. 01 From Number 000000000001 To Number 999999999999 Current Number 110 10. select “Create number range interval for document number” activity and choose the ‘Choose’ button.. Access the activity using one of the following navigation options: IMG Path Cross-Application Components  Time Sheet  Settings for All User Interfaces  Time Recording  Set Default for Number Range Intervals PTFMLA Transaction Code 2. Profile CATS/ALL ESS HR-Only HR/CO HR/PM HR/PS Profile Description All CATS fields (Release & Approval required) ESS default profile Profile for HR only installation Data entry for HR & CO (No release/approval required) Data entry for HR & PM (Approval required) Data entry for HR & PS (Approval required) 10. On the ‘Choose Activity’ screen. 01 From Number 0000000001 To Number 9999999999 Current Number 80 3.SAP Best Practices for HCM . Access the activity using one of the following navigation options: IMG Path Cross-Application Components  Time Sheet  Settings for All User Interfaces  Time Recording  Set Up Data Entry Profiles and Field Selection PTFMLA Transaction Code 1. However. as there are master data requirements that are not met by the Non-HR application areas. Full CATS configuration is not possible. You will see the following value: No.2 Data Entry Profiles Procedure 1.3 Rejection Reasons Procedure © SAP AG Page 95 of 96 .1 Number Range Intervals Procedure 1. You will see the following value: No. Six data entry profiles are delivered in the SAP Best Practices for HCM U. select “Create number range interval for Internal Key” activity and choose the ‘Choose’ button. On the ‘Choose Activity’ screen.

SAP Best Practices for HCM . Reason 01 02 03 04 05 Reason Description Unauthorized time entry Unauthorized overtime Incorrect absence/attendance category Incorrect allocation Miscellaneous/Other © SAP AG Page 96 of 96 . Access the activity using one of the following navigation options: IMG Path Transaction Code Cross-Application Components  Time Sheet  Settings for All User Interfaces  Approval Procedure  Define Rejection Reasons PTFMLA 2. On the ‘Change View “CATS: Rejection Reasons”: Overview’ screen you will see the following values: 3. Reason codes are provided in the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide 1. in order to assign comments to time sheet data that is rejected following the approval procedure.S.

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