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

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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.

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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

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

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 .

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

...6..................................3 Rounding Counted Attendances............................5..4 Define Counting Rules..............................................................42 5........................................2 Define Substitution Types..........................................4 Maternity Protection Periods............................3 Types of Birth...............................36 5.....................5 Military Ranks.1.................................................................2 Counting Rules for Absences...............31 5.........5...............5 Calendar Indicator for Attendance......3 Service Types.........36 5...................5.......................................5....3...................30 5......................................38 5....3 Determine Entry Screens and Time Constraint Classes.......6 Default Absence Types.............................7..........7.............................5..............................................1 Eligibility for Infotype......44 5......6....................................................................................42 5.......37 5...........................................................4......................37 5....5..............................................................5.......................8 Rules for Rounding Counted Absences and Attendances......................................................................SAP Best Practices for HCM .................4......................39 5....35 5...................................................5 Define Default Absence Types.............5 Special Absence Data..............34 5............................5......................................6 Attendances...............28 5...................29 5...................................................................................................................3 Assign Counting Rules to Absence types..........2..............7 Attendance Counting.................................4 Absence Counting.....................................................................................................5....................................................................43 5....................................................................34 5..................................8 Define Availability Types....................41 5....................................................................................2.....33 5..1......................................3 Absences..............1........................................................2.....................................5...........4 Define Periods..........................................1..............36 5.................................................29 5.2 Set Eligibility for Infotype.......................33 5.............................1.............................1 Set Defaults for Substitution Types.............35 5.......................5.........................1 Define Absence Types..............................1...1 Counting Rules ...............................................................................2.........1 Maternity Protection...............................................................................2.....................7........4.35 5..5..........................................31 5..4......39 5.............................................................................28 5........................................4 Indicators for the Personal Calendar........................................................44 © SAP AG Page 7 of 96 .............1 Attendance Types.........................................2....31 5.......3..............................................................41 5.7....................................USA Time Management and Time Evaluation Configuration Guide 5....................2 Define Absence Types.......................29 5.............................2 Define Overtime Compensation Types.........40 5........1 Entry Screens / Time Constraint Classes..............................................................................................................................................................................................2 Military Service................................38 5.2 Define Absence Types.....................2 Counting Rules Assigned to Attendance types....................................................................................39 5.........................7.................................1 Counting classes for the period work schedule..................................6.............................................................................................................34 5.....................40 5..2.....................................................5.................

........................7 Generation Rules for Quota Selection.....................8............................................................................................8...............................................59 6.....................................................6........2 FMLA Deduction and FMLA Absences......................................1 Number Range Intervals................................................................................................................................10 Specify Wage Types Permitted for Each PSG and ESG.....................62 7..3 Base Entitlements...........................................................................................3 Assign Deduction Rules to Counting Rules.........64 7..........................................47 6..................2...54 6........................9 Employee Subgroup Grouping for Primary Wage Type.......SAP Best Practices for HCM ....................................................................45 6 Quotas ......................................................6..............6 Automatic Accrual of Time Evaluation.....................55 6.........................62 7..........................4 Validity and Deduction Periods..........................................51 6....................................................6.............................................................................50 Employee Subgroups for Time Quotas.......1 Daily Work Schedules..................................................................58 6.............................................................................................2.............................56 6........................................2 FMLA Rules...........................................................................................................................................3 Absence Types for FMLA Reasons......................................3 Validity of FMLA Rules for Employees....2 Deduction Rules for Absence and Attendance Quotas.......................................14 Rules for Rounding Quota Entitlements.........66 © SAP AG Page 8 of 96 ...48 6..............................6....65 7..............................................60 6..63 7................46 6...........2..........................................8 Time Quota Compensation Method.........1 Number Range for Attendances and Absences ...............64 7............60 6...........12 Permissibility of Entries for Each Infotype.6..................1 Number Range Intervals........45 5........................6.........3 FMLA Workbench................................................................................61 6......................................6........6...2 Validity of Rules for Determining Week Converter for Employees............50 6.........................................................1.........................1 Rules for Determining the Weekly Working Time..........................................................................47 6..............................1...........................................................6................................................64 7.......................................6 Generation of Quotas in Time Evaluation.......................5 Attendance Quotas...................................................................46 6........46 6.........1..........56 6.......................................................................66 7........2 Number Range for Person Time Quotas............5 Reduction of Quotas......................59 6.............11 Wage Type Texts...........................................49 6....................2 Quota Types for Accrual...52 6............................1....................48 6..........1 FMLA Reasons........................................2 Work Schedule Rule for Availability...........................................................................................................................................................6.......1.........6....................................................................63 7...............................61 7 Family Medical Leave Act (FMLA).......................................50 6..................USA Time Management and Time Evaluation Configuration Guide 5...................................................13 Rule Groups for Quota Type Selection..............................................6...6.............................................1 Groupings for Quota Generation.....................3.........................................................4 Absence Quotas......................................6................................

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

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

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

00 .00 ..25 .S.00 3.00 Paid After 4.1 Holiday Calendars Holiday calendars are not delivered with the preconfigured client.S.00 2. 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. 4. that provide both paid and unpaid breaks. are all set to value ‘10’.2 Personnel Subarea Groupings The Personnel Subarea Groupings for the work schedules and daily work schedule in the SAP Best Practices for HCM U. However.00 2.50 © SAP AG Page 12 of 96 .00 1.00 . Holidays are of class 1 (full day holidays) as well as class 2 (half-day holidays). 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 1.25 1.SAP Best Practices for HCM . GRP 10 10 10 10 10 10 10 10 10 10 10 Break Sched.50 .3 Daily Work Schedules Procedure 1.25 .25 1. This allows all work schedules to be valid for all Personnel Subareas in the SAP Best Practices for HCM U. For additional information on the process for activation of calendars please refer to the Time Management Installation Guide.S.50 9.25 1. Several work break schedules are delivered in the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide 4 Work Schedules 4.3. calendars for each State are available within BC Sets and must be activated to be used. 4.1 Work Break Schedules Procedure 1.50 5. 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 2.00 3.00 6.

00 08.50 2.00 04.USA Time Management and Time Evaluation Configuration Guide GRP 10 10 10 10 10 10 10 Break Sched. 3.S.2 Define Daily Work Schedules Procedure 1. 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 2.00 .25 After 5.50 2.00 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 .00 07.25 4.25 .00 08.00 04. night and rotations. On the Change View “Daily Work Schedule”: Overview screen.00 3.50 12.50 03. evening.25 1.00 12. 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 .00 10.00 3.50 5.50 1. to support a variety of shifts including day.25 .00 .50 07. Several examples of daily work schedules are delivered in the SAP Best Practices for HCM U.00 00.00 07.00 08.SAP Best Practices for HCM .50 08. 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 09.3.50 5.

..S. choose the ‘New Entries’ button and enter the following values: Rule 01 01 10 10 10 No 01 02 01 02 03 Holiday Cl… . Next Day XXXX XXXXXX XXXXXXXXXX XXXXXXXXXX ... XXXXXXXXXX Hol......5 hours per day...5 Period Work Schedules Procedure 1.SAP Best Practices for HCM ....X.X..00 07. XX. Nine Period Work Schedules are provided in the SAP Best Practices for HCM U.. 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 . .... XXXXXXXXXX Day XXXXXXX . ..XXXXXXX X. . Cl. A Part-time work schedule is used for an employee who works a reduced number of 8.. X.X. On the Change View “Period Work Schedule”: Overview screen.. Variant B B A 4.. If the employee works the standard 5 day week....... 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.... On the Change View “Rules to determine variant for monthly WS rule generation”: Overview screen...USA Time Management and Time Evaluation Configuration Guide GRP DWS Text 10 10 Planned Working Variant Hours 04... 3.0 or 7. but the number of hours are less than the normal 8......X..X.0 or 7.4 Define Rules for Variants Procedure 1... 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..5 hour days within a given work period.X.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... use the period work schedules ‘PDAY’ or ‘PFLX’ and the part-time flag on Infotype 0007. 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.

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.. 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 7.6 Define Day Types Procedure 1. It is therefore also used in absence counting and to determine wage types.5 Rotation schedule 7. the four standard day types and selection rules are being used.5 Rotation schedule 7.S.5 Rotation schedule 7.5 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 4.5 Rotation schedule 7.SAP Best Practices for HCM .5 Rotation schedule 7. © SAP AG Page 15 of 96 . In the SAP Best Practices for HCM U.5 Rotation schedule 7.5 Hour Night Shift 8 Hour Rotation schedule 7.

SAP Best Practices for HCM .8.. On the Change View “Definition Rules for Day Types”: Overview screen. 4. These groupings are linked to Employee Subgroups in order to define a specific work schedule that is allowed for a specific type of employee. 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. 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 . 3. 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. choose the ‘‘New Entries’’ button and enter the following values:     Blank: Work/Paid 1: Off/Paid 2: Off/Unpaid 3: Off/Special Day 4.7 Define Selection Rules Procedure 1.8 Work Schedule Rules and Work Schedules 4. On the ‘Change View “Text for Work Schedule Grouping”: Overview’ screen. 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 Day Types Text”: Overview’ screen.USA Time Management and Time Evaluation Configuration Guide 3.1 Employee Subgroup Groupings (for work schedules) Procedure 1. On the ‘Choose Activity’ screen choose the “Define Employee Subgroup Grouping” activity and choose the ‘Choose’ button.. Employee Subgroups have been assigned the following work schedule grouping in the SAP Best Practices for HCM U. 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.S.S.

8.2 Set Work Schedule Rules Procedure 1.3 Groupings for the Public Holiday Calendar Procedure © SAP AG Page 17 of 96 . On the ‘Change View “Work Schedule Rule”: Overview’ screen. 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. 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. 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.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.SAP Best Practices for HCM .8.

SAP Best Practices for HCM . On the “Country Grouping” screen.8.S.. select ‘USA’ from the dropdown list. 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. 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. Access the activity using one of the following navigation options: © SAP AG Page 18 of 96 . 3. the Public Holiday Calendar ‘48’ is attached to all Personnel Areas/Subareas.USA Time Management and Time Evaluation Configuration Guide 1.4 Work Schedule Rules Procedure 1.

184.00 37.00 2.00 1.00 42.00 5.00 37.184.00 2.950.00 40.9 Planned Working Time 4. 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 12.33 162.00 1.00 1.50 37.00 07.00 2.00 5.50 162.50 42.00 07.00 1.50 37.00 5.00 2.00 5.50 08.00 1.00 182.50 173.00 2.950.950.00 12.950.00 07.00 07.50 40. 3.00 12.50 08.50 3.00 42. As it becomes necessary to change employee groupings.50 5. the feature SCHKZ will need to be reviewed to identify modifications required to default the proper PWS rule on Infotype 0007.00 5.184.50 162.50 173.00 2.50 07.50 37.00 1.080.50 182.33 162.50 07.00 2.00 1.00 37.S.00 173.50 3.00 5.50 162.33 162.00 2.080.00 12.00 40.00 1.00 5. you can view the following values: GRP.33 162.184. are generated up to and including January 2007.950.00 182.00 5.00 07.50 162.950.00 08.00 5. © SAP AG Page 19 of 96 .00 5.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 2.50 07.00 182.00 2.1 Defaults for the Work Schedule Procedure 1.33 173.50 07.00 5.00 5.50 3.50 37. Work Schedule Rules delivered with the SAP Best Practices for HCM U.50 08.080.SAP Best Practices for HCM .00 5.950.00 1.00 2.080.00 5.080.950.S. HOL PSG WS Rule Daily Weekly Monthly Work Annual PWS Ref.50 162. 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 40.00 40.00 42.33 173.9.00 5.50 08.00 37.00 08.50 173. are attached to holiday calendar ‘48’ only.50 173.00 1.00 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 4.50 07.00 08.50 40.00 37. On the ‘Change View “Work Schedule Rule: Availability”: Overview’ screen.50 40.00 2.33 162. All Work Schedule Rules delivered with the SAP Best Practices for HCM U.080.080.00 5.50 3.950.950.

It may be necessary based on client requirements to modify feature WWEEK in order to default the proper working week. &SCHKZ=PFLEX. PERSG &SCHKZ=PDAY. the default set in the SAP Best Practices for HCM U. & WRKHR=D/X. When the Planned Working Time (IT0007) record is created. 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. &SCHKZ=PFLEX. Access the activity using one of the following navigation options: IMG Path Transaction Code Three definitions are available for Working Week however. 3.9. the weekly working days are automatically taken from the work schedule rule specified in the record. 4. when the infotype record is changed or copied.S. 4.3 Define for Working Week Time Management  Work Schedules  Planned Working Time  Define Working Weeks SPRO 1. On the “Process feature WWEEK: decision tree” screen you will see the following values:  WWEEK: © SAP AG Page 20 of 96 . choose “Set Default Values for Working Weeks” activity and choose the ‘Choose’ button.USA Time Management and Time Evaluation Configuration Guide 2. 2. PERSK &SCHKZ=PDAY. On the “Process feature SCHKZ: decision tree” screen. 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=.9. is working week ‘01’. 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. &SCHKZ=PFLEX.2 Set Which Hour Fields are Entry Procedure 1. On the ‘Choose Activity’ screen.SAP Best Practices for HCM . you will view the following values:  WRKHR: D ** 10 MOLGA &WRKHR=D/X. On the “Process feature WRKHR: decision tree” screen. This value can also be overwritten.

On the “Choose Activity” screen. &WWEEK=01. On the ‘Choose Activity’ screen. 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. 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 .SAP Best Practices for HCM .USA Time Management and Time Evaluation Configuration Guide D ** 10 MOLGA &WWEEK=. screen 2000 Next screen 2.9. Working Hours Max No. 4. choose “Define Working Weeks” and choose the ‘Choose’ button.5 Infotype Screen Control 1.4 Define Working Weeks 1. 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. On the Change View “Infotype Screen Control” screen you will see the following values: Mod. choose “Activate ‘Working Week’ Entry Field” activity and choose the ‘Choose’ button.9. 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.

On the ‘Change View “PDC Processing Statuses”: Overview’ screen.USA Time Management and Time Evaluation Configuration Guide 4.1 Personnel Subarea and Employee Subgroup Groupings The Personnel Subarea Groupings for the time recording in the SAP Best Practices for HCM U.1 PDC Processing Statuses Procedure 1.6 Set Default Value for Time Management Status Procedure 1.SAP Best Practices for HCM . 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. It may be necessary based on client requirements to modify feature TMSTA in order to default the proper time management status. you will see the following values © SAP AG Page 22 of 96 . &TMSTA=0. 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. 5. will vary depending on the specific function of the grouping code. are either set to ‘01’ or ’10’.1.S.9. 5 Time Recording and Administration 5. you should use the time management status ‘7’.S. &TMSTA=0. If you are not installing the K05 Payroll building block or integrating with SAP Payroll. &TMSTA=0. Generally. &TMSTA=0.  TMSTA: 10 10 10 10 10 10 ** D D ** U1 U2 U3 U4 MOLGA PERSK &TMSTA=0. &TMSTA=0. codes in the SAP Best Practices for HCM U.

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 .SAP Best Practices for HCM .2 Define Settings for Pair Formation Procedure 1. 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.start/end of day is estimated Employee has day off . On the ‘Change View “PDC Processing Statuses ”: Overview’ screen. you will see the following value: © SAP AG Page 23 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  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 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.

5 Groupings for the Personnel Subareas Procedure © SAP AG Page 24 of 96 . 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.1.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 5.1.SAP Best Practices for HCM .1. 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. On the ‘Change View “Time Constraint Reaction for Time Management Infotypes”: Overview’ screen.3 Employee Time Management Status Procedure 3.4 Overlapping Time Infotypes Procedure 1. On the ‘Change View “Employee Time Management Status”: Overview’ screen. 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. 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. Class 01 01 01 01 02 01 01 00 00 00 5.

Personnel subareas in the SAP Best Practices for HCM U. 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. Absences. 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 . Availability. Groupings that are utilized and referenced in the following sections include grouping codes for Substitutions.USA Time Management and Time Evaluation Configuration Guide 1. and Managing Time Accounts Using Attendance/Absence Quotas.

SAP Best Practices for HCM . Employee subgroups in the SAP Best Practices for HCM U.7 Daily Work Schedule Variants for Absence Procedure 1.1. 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 2.6 Groupings for Employee Subgroups for Time Quota Procedure 1. 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 .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. 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 5.1. are set to the following values for time recording functions. Groupings that are utilized and referenced in the following sections include Time Quotas only.S.

If you select “Assign Grouping for Daily Work Schedule Variant”./Abs. 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. 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.USA Time Management and Time Evaluation Configuration Guide Absences  Absence Catalog  Absence Counting  Determine Daily Work Schedule Variants for Absence Transaction Code SPRO 2. On the ‘Choose Activity’ screen you can select any of the following activities: 1.SAP Best Practices for HCM . Check Daily Work Schedule Selection Rule 3. 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. Check Variants for Daily Work Schedule 2. 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 . Create Rules for Daily Work Schedules 4. Assign Grouping for Daily Work Schedule Variant 3. If you select “Check Variants for Daily Work Schedule”.5 RotationEve 7.5 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 4.5 8 Hour Evening 8 Hour Evening Flex Schedule Flex Schedule 12 Hour Night 8 Hour Night 8 Hour Night RotationNgt 7.

XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX Hol.X.00000 1.25000 X X X X 5.00000 0.25000 0.999.50000 0. All absences and attendances delivered in the SAP Best Practices for HCM U.00000 0.50000 1..2 Define Substitution Types Procedure 1.25000 0. then you will see the following data: Rule 01 GB NL PT Number 01 01 01 01 Holiday Cl.1..00000 1.50000 X X X X X 80 Round up to nearest half number 0.. Lower Limit 0. 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. 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 X 0.00000 X 0.. Att/Abs ..00000 1.01000 X X 1.50000 X 99.S.00000 X X 1.75000 1..USA Time Management and Time Evaluation Configuration Guide PSG 10 A/A Type 0650 Att.50000 0.50000 0.../Abs.25000 0.XXXXXXXXX XXXXXXXXXX Grp..75000 0.25000 0.75000 1..99999 1.00000 0..25000 X 0.. 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 0.99999 X 0.S.50000 0.00000 0. Rule Description 01 02 Round up or down Round percentage No.01500 0.999. use the rounding rule ‘70’..00000 0. Next D..00000 X 0.75000 0. In addition to the standard delivered Rounding Rules one additional rule has been created for use in the SAP Best Practices for HCM U. XXXXXXXXX X..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. XXXXXXXXXX XXXXXXXXXX .75000 99.SAP Best Practices for HCM . Weekday XXXXXXX XXXXXXX XXXXXXX XXXXXXX Variant A I A V 5.X...00500 0.8 Rules for Rounding Counted Absences and Attendances Procedure 1. Cl....

3 Absences 5. type text Vacation Start Date 01/01/1990 End Date 12/31/9999 © SAP AG Page 29 of 96 . you will see the following values: PSG 10 A/A Type 0100 Att. &VTART=02. 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. 3. to support the most commonly used Substitutions./abs.S. It is likely that this situation will not be valid for most SAP customers. Substitutions are planned exceptions to an employee’s work schedule for a defined period of time. 5. On the ‘Change View “Absence: General Settings”: Overview’ screen. changes may be required.  VTART: D ** 07 10 MOLGA &VTART=02. 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”. &VTART=04. and therefore.1 Entry Screens / Time Constraint Classes Procedure 1. 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.USA Time Management and Time Evaluation Configuration Guide 2.3.SAP Best Practices for HCM .1 Set Defaults for Substitution Types Procedure 4.2.

is set up such that all absence types are valid for all personnel area/subarea combinations. The SAP Best Practices for HCM U.SAP Best Practices for HCM . In order to comply with the jurisdictional requirements in each location.3. 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 5.2 Define Absence Types Procedure 1./abs.S. Absence types have been created for multiple personnel subarea groupings. 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. 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. 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 . 3. type text Paid Absence Unpaid Absence Illness Short Term Disability Long Term Disability Comp Time for Overtime Floating Holiday Personal Time Occ.

5 Rotation schedule 7. several new quota deduction rules have been defined.2 Counting Rules for Absences Procedure 1. In the SAP Best Practices for HCM U.1 Counting classes for the period work schedule Procedure 1.S. four Absence Counting classes have been used for the period work schedule valuation. 3. 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. These PWS counting classes are used in the Generation of Wage Types. 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 2.5 Hour Night Shift 8 Hour Rotation schedule 7.S.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. and day of the week. In the SAP Best Practices for HCM U. 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 7.4 Absence Counting 5.5 Rotation schedule 7. © SAP AG Page 31 of 96 .4. If additional Period Work Schedules are created a review of the counting classes may be necessary.5 PWS Valuation 3 5 2 1 3 3 3 3 1 1 2 1 4 4 4 5.SAP Best Practices for HCM . Counting rules define how absences are treated based on the type of day.4..

The ‘Illness’ counting rule has been configured to a full day. Since all Absence Types require a counting rule. and daily work schedule class. with the exception of 'Vacation'. The quota deduction rule is defined in the section on Quotas to follow.SAP Best Practices for HCM . 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. day type.No Quota. the SAP Best Practices for HCM U. However. On the ‘Counting Rule’ details screen. see Condition for Absence/Attendance and select box < 1day.S. have one selection rule in which absences are applied to the quota at 100% based on the holiday class. 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 . 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. Two sequence numbers have been assigned to the counting rule defined for 'Vacation' in which all types of holiday classes and weekdays apply.USA Time Management and Time Evaluation Configuration Guide All SAP Best Practices for HCM U. 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 . changes can be made in the IMG under Define Counting Rules.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. also provides a Generic Absence counting rule for non-quota absence types with and without Public Holiday 4. 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 .S. On the ‘Change View “Counting Rule”: Overview’ screen. If you need to configure this to a half day. weekday. period work schedule class. 3. 5. ‘Counting Rules’.

4 Indicators for the Personal Calendar Procedure 1.USA Time Management and Time Evaluation Configuration Guide ESG PSG Rule Counting Rule with Public Holiday Seq# Multiplier Multiplier Deduction Hours Days Rule 5. 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. are assigned to the appropriate Counting Rule. 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. If additional Absence types are added. Absence types not assigned to a quota must be assigned counting rule ‘001’ or ‘010 depending on the requirements.SAP Best Practices for HCM . 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 .3 Assign Counting Rules to Absence types Procedure 1.4. On the ‘Change View “Absence: Counting and Quota Deduction”: Overview’ screen.4. 3. The following Absence types delivered in the SAP Best Practices for HCM U.S. the appropriate Counting Rule must be assigned.

configured in the system by the customer.1 5. Maternity and Family Care leaves are configured in the SAP Best Practices for HCM U.5.5 Special Absence Data 5.S. Two absences have been created to support Maternity Leaves and Parental Leaves. choose the ‘New Entries’ button and enter the following values: PSG Absence Absence Type Text 10 10 0500 0510 Maternity FMLA Min. On the Change View “Symbol for Attendance and Absence”: 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 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 .USA Time Management and Time Evaluation Configuration Guide 2.SAP Best Practices for HCM . On the ‘Choose Activity’ screen. 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. 3.1. must be added for each new Absence Type. Additional indicators.S. and choose ‘Choose’ button..1 Procedure 1. for both female and male employees based on the legislative requirements for FMLA. On the ‘Change View “Absence: Input Checks”: Overview’ screen.5. choose “Define Indicators for the Personal Calendar”. Revised calendar indicators have been defined and attached to Absences delivered with the SAP Best Practices for HCM U. 3.

you will see the following values: 4.2 Procedure Set Eligibility for Infotype 1. 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. 3. &MASEX=1.5. choose the ‘New Entries’’ button and enter the following values: 3.5. 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 .4 Procedure Maternity Protection Periods 1. PSG 10 10 Birth Type 01 02 Birth Type Text Normal Caesarean 5.1.5.3 Procedure Types of Birth 1. The eligibility for Infotype 0080 is controlled by feature MASEX.1.1. On the ‘Change View “Types of Birth”: Overview’ screen. On the “Process feature MASEX: decision tree” screen. &MASEX=0.SAP Best Practices for HCM . 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.USA Time Management and Time Evaluation Configuration Guide 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 Types of Birth SPRO Transaction Code 2. 5. This feature has been customized to allow maternity/FMLA for both male and female employees. The following types of birth have been defined to facilitate the accurate processing of IT0080 for either Maternity or FMLA.  MASEX: D 10 07 ** MOLGA &MASEX=0.

5.5. In SAP Best Practices for HCM U. On the ‘Change View “Rule Table: Absences for Maternity Protection”: Overview’ screen.SAP Best Practices for HCM . 5.5 Procedure Define Default Absence Types 1. 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 .USA Time Management and Time Evaluation Configuration Guide Transaction Code SPRO 2. 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. 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. choose the ‘New Entries’ button and enter the values from the table below: 3. choose the ‘New Entries’ button and enter the values from the table below: 3.1 Military Service Eligibility for Infotype Procedure 1.2 5..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. 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. On the ‘Change View “Defaults for Absence Types”: Overview’ screen.S.1.2.

 DFSEX: D ** 07 10 MOLGA &DFSEX=2. you will see the following values: PSG Absence Absence Type Text 10 0650 Military Service Min.2. 3. This feature has been customized to allow military service for both male and female employees.SAP Best Practices for HCM .3 Procedure Service Types 1. On the ‘Change View “Subtype Characteristics”: Overview’ screen.USA Time Management and Time Evaluation Configuration Guide Code 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 Service Types SPRO Transaction Code 2. choose the ‘New Entries’ button and enter the values from the table below: © SAP AG Page 37 of 96 . On the “Process feature DFSEX: decision tree” screen. 3. 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 5.5. &DFSEX=0. &DFSEX=0. 5. The eligibility for Military Service (IT0081) is controlled by feature DFSEX. validation of the maximum duration is performed based on the above absence duration rules. Military leave may be recorded using the Military Service (0081) infotype. One absence has been created to support Military Leaves.. 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. Military Service has been configured in the SAP Best Practices for HCM U.2 Procedure Define Absence Types 1. Although the begin and end dates of the absence are not automatically generated. Duration 001 Max Duration 999 Second Date Required 4.5.2.S. On the ‘Change View “Absence: Input Checks”: Overview’ screen.

SAP Best Practices for HCM . 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.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 5.5. On the ‘Change View “Military Service Ranks”: Overview’ screen.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 .5 Procedure Military Ranks 1. choose the ‘New Entries’ button and enter the values from the table below: PSG A/A Type 10 0650 Att/abs. On the ‘Change View “Periods of Military Service”: Overview’ screen.2.4 Procedure Define Periods 1. Type Text Military Service MSTy.2. Name 01 Military service Start Date 01/01/1990 End Date 12/31/9999 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 Military Ranks SPRO Transaction Code 2.

All attendances have been attached to personnel subarea grouping 10.S. The SAP Best Practices for HCM U./abs. On the ‘Change View “Absence: Input Checks”: Overview’ screen. On the ‘Change View “Default for Absence Types”: Overview’ screen.S. 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 2.6 Procedure Default Absence Types 1./Absence 0500 0510 Att. The following Attendance types were created for the SAP Best Practices for HCM U.2. changes may be required.6. It is likely that this situation will not be valid for most SAP customers. type text Maternity FMLA Start Date 01/01/1900 01/01/1900 End Date 12/31/9999 12/31/9999 5.USA Time Management and Time Evaluation Configuration Guide 5.6 Attendances 5.SAP Best Practices for HCM . 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 .1 Attendance Types Procedure 1. 3. is set up such that all attendance types are valid for all personnel area/subarea combinations.. and therefore.5. choose the ‘New Entries’ button and enter the values from the table below: Infotype 0080 0080 PSG 10 10 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.

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. Access the activity using one of the following navigation options: IMG Path Transaction Code 2. 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. However.S. key specific attendances for overtime are no longer necessary. On the ‘Change View “Overtime Compensation Types”: Overview’ screen. All hours can be entered using attendance type 0800 – Attendance Hours. 3. Additional Overtime Compensation types have been defined in the SAP Best Practices for HCM U. 4. Overtime Hours and Banked Overtime Hours attendances may be input using infotype 2002.0 5.2 Define Overtime Compensation Types Procedure 1.0 Remuneration @ 1. The Entry screen number for an attendance determines which screen is used to enter. to facilitate the payment and banking of Overtime hours.5 Banked Overtime @1. with the use of the overtime compensation.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  Overtime  Define Types of Overtime Compensation SPRO 2.6.6. 3. 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 .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. 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 @1.0 Banked Overtime @ 1.0 Remuneration @2.5 Banked Overtime @ 2. display and maintain a record of a particular attendance type.USA Time Management and Time Evaluation Configuration Guide 5. On the ’Change View “Attendance: General Settings“: Overview’ screen.

Counting Rules defines how attendances are treated based on the type of day and day of the week. weekday. an additional attendance or the modification of an existing attendance will be required. # 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 .S. choose the ‘New Entries’ button and enter the following values: ESG PSG Rule Counting Rule Seq. If there is a need at the customer site to track approved overtime.SAP Best Practices for HCM . day type.1 Counting Rules Procedure 1. the SAP Best Practices for HCM USA also provides a Generic Attendance counting rule for non-quota attendance types. 3. period work schedule class. and daily work schedule class.. In the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide 5. several new counting rules have been defined. Since all Attendance Types require a counting rule. All 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 Catalog  Absence Counting  Rules for Absence Counting (New)  Define Counting Rules SPRO Transaction Code 2. counting rules have one selection rule in which attendances are applied to the quota at 100% based on the holiday class.7.7 Attendance Counting 5.S. On the ‘Change View “Marital Counting rule”: Overview’ screen.

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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2 Work Schedule Rule for Availability 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. PEVE.USA Time Management and Time Evaluation Configuration Guide 2.8. Daily work schedule rules PDAY.SAP Best Practices for HCM . 5. 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. you will see the following data: ES Grp. For WS ESG 1 Hourly wage earners Holiday Cal. On the ’Choose Activity’ screen.5 8 Hour Evening 8 Hour Evening Flex Schedule Flex Schedule 12 Hour Night 8 Hour Night 8 Hour Night RotationNgt 7.5 RotationEve 7.S. 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 2.1 Daily Work Schedules Procedure 1.8. On the ‘Change View “Daily Work Schedules: Permissibility for Availability”: O’ screen. 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 . select the “Indicate Daily Work Schedules for Availability” activity and choose the ‘Choose’ button. 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..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. you will see the following values: Grpg.

whether for Absences or Attendances. are handled via General Absence Quotas rather than via Leave Entitlement. choose any one of the displayed menus to bring up a window with the following data: No.1. Configuration for Leave Entitlement (Infotype 0005) is not delivered in the SAP Best Practices for HCM U. select “Create Number Range for Attendances and Absences” activity and choose the ‘choose’ button. On the “Number range for person time document number” screen. They are Number Range for Attendances and Absences. and Number Range for Person Time Quotas.1 Number Range Intervals Procedure 1.USA Time Management and Time Evaluation Configuration Guide ES Grp.1 Number Range for Attendances and Absences 1. On the Choose Activity screen. 6. 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 Time Quota Types  Create Number Range Intervals SPRO Transaction Code 2.S. © SAP AG Page 46 of 96 . For WS ESG Holiday Cal.. Two number range intervals have been defined in the SAP Best Practices for HCM U. 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.SAP Best Practices for HCM .S. 01 From Number 0000000000000001 To Number 9999999999999999 Current Number Ext..

all Vacation quota types are deducted via the entry of the absence type Vacation.USA Time Management and Time Evaluation Configuration Guide 6. On the Change View “Marital Deduction Rules for Absence Quotas”: Overview screen. The Quota Deduction Rule defines the order in which absence and attendance time is deducted from each quota. 01 From Number 0000000000000001 To Number 9999999999999999 Current Number Ext. 6. If the requirement is to track and have employees take each vacation quota balance separately. 3.SAP Best Practices for HCM .2 Number Range for Person Time Quotas 1. 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 2.2 Deduction Rules for Absence and Attendance Quotas Procedure 1. In the SAP Best Practices for HCM U. and additional Absence types must be created for tracking the time.1. as well as the unit of time that is to be used in the quota. 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 . On the ‘Choose Activity’ screen choose “Define Deduction Rules for Absence Quotas” and choose the ‘Choose’ button.S. choose any one of the displayed menus to bring up a window with the following data: No. On the Choose Activity screen. additional Deduction Rules must be created to point to the correct quota. which in its definition is assigned to a Deduction Rule. Absences and Attendances are assigned to a Counting rule. On the “Number range for person time quotas” screen. select “Create Number Range for Person Time Quotas” activity and choose the ‘choose’ button..

25000 0.25000 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. under the ‘Deduction rules for attendance quotas’ dialog structure.4 Absence Quotas Procedure 1. On the ‘Change View “Counting Rule”: Overview’ screen.3 Assign Deduction Rules to Counting Rules Procedure 1.50000 0.99999 0. under the ‘Rounding rules’ dialog structure.50000 0.75000 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 Time © SAP AG Page 48 of 96 . All bsences and attendances with quota deduction that are counted using the selected counting rule are processed using these deduction rules. 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. On the ‘Change View “Counting Rule”: Overview’ screen.00000 6.999. you assign quota deduction rules to counting rules. 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. In this step. 3.75000 99.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 5.75000 1. 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 0.50000 0. under the ‘Counting rule’ dialog structure. On the ‘Change View “Counting Rule”: Overview’ screen.25000 0.

S..S. 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. On the ‘Change View “Absence Quota Type”: Overview’ screen. The SAP Best Practices for HCM U. it is no longer necessary to manually assign an absence quota to the employee via the Absence Quota Infotype 2006. 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 . However. the system is configured to automatically accrue hours as applicable for each quota type.S. This quota must be created each time it is applicable to an employee. Several new absence quota types are delivered in the SAP Best Practices for HCM U. Although the user may. This is explained further in the section entitled Automatic Accrual of Quotas. are all valid from 01/01/1990 to 12/31/9999. 3.S. all absence quotas are automatically created during time evaluation with the exception of quota type 10 – Personal Time Off. The approved overtime quota is to be used if a customer has a need © SAP AG Page 49 of 96 .USA Time Management and Time Evaluation Configuration Guide Quota Types  Define Absence Quota Types Transaction Code SPRO 2.S. comes delivered with attendance quota types for Approved Overtime and Education/Training. The Quota types delivered in the SAP Best Practices for HCM U. In the SAP Best Practices for HCM U. 4. Date type ‘U1’ Original Hire Date stored in the Date Specifications Infotype 0041 is used to determine eligibility to receive the quota.5 Attendance Quotas Procedure 1.. neither of these quotas is assigned to the attendance types delivered. In the SAP Best Practices for HCM U.

6.6 Automatic Accrual of Time Evaluation Procedure 1. employees.6.S. 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. 6.1 Groupings for Quota Generation Feature QUOMO has been updated in the SAP Best Practices for HCM U. &QUOMO=01.2 Quota Types for Accrual Procedure 1. Absence quotas in the SAP Best Practices for HCM U. Unlike Absence quotas.  QUOMO: D 10 10 ** ** MOLGA D ANSVH &QUOMO=01. The Education/Training quota can be set as a fixed value in order to limit the number of hours an employee is entitled to.S. The feature sets the quota modifier used in the quota grouping to ‘01’ for all SAP Best Practices for HCM U.6. 3. Class 01 01 01 6.SAP Best Practices for HCM . On the ‘Change View “Attendance Quota Type”: Overview’ screen.USA Time Management and Time Evaluation Configuration Guide to limit the amount of overtime an employee is to work during a given time period. 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 . The customer may want to modify this rule to reflect any change in groupings for absence quotas. 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. This generation process occurs via Time Evaluation. to facilitate quota generation.S. Attendance quotas must be assigned directly to the employee via the Attendance Quota Infotype 2007. system with the exception of Personal Time Off have been configured to generate the value of the quota rather than allow direct entry.

01 01 Hours X Hours Hours Hours Hours Hours X Hours Hours Hours Hours Hours X Employee Subgroups for Time Quotas Procedure 1..USA Time Management and Time Evaluation Configuration Guide Accrual  Set Up Automatic Accrual for Time Evaluation Transaction Code SPRO 2.00000.01 20.01 01 X X X X 01 01 40.01 20.00000. In the SAP Best Practices for HCM U. In addition.01 20. Absence quota types must be specifically marked for automatic generation of accrual amounts to occur.SAP Best Practices for HCM .00000.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  Setting Groupings for Time Quotas  Group Employee Subgroups for Time Quotas SPRO Transaction Code © SAP AG Page 51 of 96 . 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. the value of which is increased with each accrual period.00000. On the ‘Change View “Absence Quota Type”: Overview’ screen.01 01 X X X X 01 01 40. 3. the vacation and sick leave quotas are configured to allow the employee to take leave in excess of the accrued quota. all absence quota types with the exception of ‘05’ FMLA are set for automatic generation of hours.00000.

to indicate an accrual value for employees with 1 to 5 years of service. Base entitlement rules allow the generation of hours or days based on personal criteria such as seniority. The upper limit value indicates the cut-off period rather than the final year. So. for example.S.3 Base Entitlements Procedure 1. meaning that an employee is over 1 year and under 6 years.6. 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. generation rules are set for hour’s accrual only.6. In addition to the Employee Subgroup and Personnel Subarea groupings for Time Quotas (‘10’). this table also uses the Personnel Subarea grouping for Time Recording (’01’) as part of the table key.SAP Best Practices for HCM . Be advised that the definition of years for seniority calculation purposes is slightly misleading.USA Time Management and Time Evaluation Configuration Guide 2. On the ‘Change View “Employee Subgroup Grouping for Time Quotas”: Overview’ screen. you would need to indicate 1 . 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  Calculating Absence Entitlements  Rules for Generating Absence Quotas  Set Base Entitlements SPRO Transaction Code 2. © SAP AG Page 52 of 96 .. 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. or time data such as daily time type balances. On the ‘Entry’ screen insert the value ‘10’ in the Work Area and choose Enter.

25000 24.08333 2.25000 0 .8333 1.00000 © SAP AG Page 53 of 96 .50000 1.0000 0 .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 2.08333 2.25 1.00000 1.25 1.SAP Best Practices for HCM .25 1.8333 1.8333 1.6666 2.08333 2.50000 1.6666 2.00000 1.50000 1.

The following values have been defined in the SAP Best Practices for HCM U.4 Validity and Deduction Periods Procedure 1. If no entitlement of this type has been generated or if the validity period has been exceeded. 3.6..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. a new record is created.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  Determine Validity and Deduction Periods SPRO Transaction Code 2.Time Data Processing section. 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 . Further information on Time Types is available in the Payroll . 6.25000 24.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. Based on the customer’s policies modifications may be required. The validity period represents the period for which the time-off entitlements are filled in one infotype record.SAP Best Practices for HCM .

In the SAP Best Practices for HCM U. the following Quota Reduction rules are defined..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 .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. 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.5 Reduction of Quotas Procedure 1.. 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.SAP Best Practices for HCM . These rules are not used in the configuration of Quotas that are delivered in the SAP Best Practices for HCM U.6. the appropriate Reduction Rule may be attached to the Quota required.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 Generation Rules for Quota Type Selection SPRO Transaction Code 2.7 Generation Rules for Quota Selection Procedure 1..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.S.00000 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  Calculating Absence Entitlements  Automatic Accrual of Absence Quotas  Permit Generation of Quotas in Time Evaluation SPRO Transaction Code 2.USA Time Management and Time Evaluation Configuration Guide 6.00000 - 01 01 01 01 1 1 1 1 10 10 10 10 02 03 04 10 6. Generation rules are essentially where all the quota rules created are brought together to form the complete picture.6.6 Generation of Quotas in Time Evaluation Procedure 1. In the SAP Best Practices for HCM U. On the ‘Change View “Absence Quota Type”: Overview’ screen.SAP Best Practices for HCM . 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 .

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 .

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 . Free Compensation has been created to allow the user flexibility in paying out any quota type manually with IT0416. Quota type 01 is updated.SAP Best Practices for HCM . Floating Holiday will accrue the employee’s planned daily working hours based on time type ZUSA. 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. the following describes each accrual method.     Comp Time for Overtime will accrue daily based on time type 0410. Several quota compensation methods have been created to allow for quota payouts using IT0416. 6.6. With the exception of Free Compensation. 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.) Sick/Illness will accrue sick hours monthly to a maximum of 40 based on the employee's seniority at the end of each month.8 Time Quota Compensation Method Procedure 1.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. all of the compensation methods have been linked directly with the corresponding quota type. which is updated in a rule in time evaluation.

enter value‘10’ and choose the ‘Choose’ button.USA Time Management and Time Evaluation Configuration Guide 6.10 Specify Wage Types Permitted for Each PSG and ESG Procedure 1.6.6.9 Employee Subgroup Grouping for Primary Wage Type Procedure 1. On the ‘Change View “Employee Subgroup Grouping for Primary Wage Type”: 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 .SAP Best Practices for HCM . On the ‘Change View “Permissibility of Wage Types”: Overview’ screen. 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. 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 ‘Determine Work Area: Entry’ 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  Define Employee Subgroup Grouping for Primary Wage Type SPRO Transaction Code 2. enter value‘10’ and choose the ‘Choose’ button.

SAP Best Practices for HCM .6. On the ‘Change View Permitted Wage Types”: Overview’ screen. 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. 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. On the ‘Change View “Wage Type Texts”: Overview’ screen. 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.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. 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 2.6.11 Wage Type Texts Procedure 1.12 Permissibility of Entries for Each Infotype Procedure 1. 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 .

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 2.13 Rule Groups for Quota Type Selection Procedure 1.6.SAP Best Practices for HCM .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 6.14 Rules for Rounding Quota Entitlements Procedure 1.6. 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 . On the ‘Choose Activity’ screen you can select “Modify Feature QUOMO” and choose the ‘Choose’ button. 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.

25000 0.75000 1. regularly or irregularly.999.25000 Target Value 0. and absence coordinators to manage FMLA requests and FMLA related absences.00000 0. for example..50000 0.SAP Best Practices for HCM . for example. Intermittent absence times refer to times in which the employee is absent. On the ‘Change View “Rounding Rule”: Overview’ screen. FMLA approvers. ( 7.50000 0.75000 99.25000 0.     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.50000 0.USA Time Management and Time Evaluation Configuration Guide 2. You can use authorizations and profiles to control which information individual users can display and which data they are permitted to process.75000 0. You can use FMLA Management to administrate both continuous and intermittent absence times covered by FMLA.S. Additional enterprise-specific settings can be configured using simple Customizing settings. 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 .99999 7 Family Medical Leave Act (FMLA) In the SAP Best Practices for HCM U.1. 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. FMLA has been configured to accommodate the federal Family and Medical Leave Act. The FMLA Workbench (transaction code PTFMLA) provides a user interface for supervisors. for a few hours or days – once weekly for a three-hour doctor’s appointment due to an illness. 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.1 FMLA Reasons Procedure 1.

In the SAP Best Practices for HCM U. These guidelines are laid down in laws such as the federal Family and Medical Leave Act or state laws.USA Time Management and Time Evaluation Configuration Guide In the SAP Best Practices for HCM U.S. 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 7.3 Validity of FMLA Rules for Employees Procedure 1. different guidelines may apply to some employees than to others. for example.  FMLMO: ** &FMLMO=01 The following table specifies which rule groups are applicable to the FMLA rule group identified in Feature FMLMO. Depending on certain organizational assignments.1.2 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. PSG 01 FMLRI 01 Rule 001 Name of Rule Federal FMLA © SAP AG Page 63 of 96 .SAP Best Practices for HCM . This enables you to define different FMLA rules according to the work tax area. based on planned Calculation Process: based on working time seniority 7. or can be a company’s internal regulations.S.. all employees have been assigned “01” for FMLMO. You can use feature FMLMO (Define FMLA Rule Group) to group employees to whom the same FMLA rules apply.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 FMLA Rules PTFMLA Transaction Code 2. An FMLA rule represents a guideline according to which employees are eligible to request absences covered by FMLA for a particular period. 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.

the FMLA Management application also handles the entitlement and remainder in weeks. the system converts the weeks into hours and back.2 Validity of Rules for Determining Week Converter for Employees Procedure 1. however. To deduct absences in the Absences infotype (2001) from employees’ FMLA entitlement and to output the remaining entitlement in weeks. not 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 PTFMLA Transaction Code 2. This means that you can take account of irregular working times and part-time hours to convert absences correctly into weeks. SAP Time Management.2.2 FMLA Deduction and FMLA Absences Procedure 1. manages time accounts in hours and days. Because laws such as the federal Family and Medical Leave Act define employees’ entitlement in weeks.SAP Best Practices for HCM . 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.USA Time Management and Time Evaluation Configuration Guide 7. an FMLA entitlement of 12 weeks can have a different meaning according to each employee’s absence hours.1 Rules for Determining the Weekly Working Time Procedure 1.2. On the ‘Change View “Rule for Determining Week Converter”: Details Overview’ screen. 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. The system uses employees’ weekly working hours as the basis for the conversion. 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 . 7. Therefore.

You specify the absence types you want to be permitted for each FMLA reason. In the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide 2. Employers are entitled to require employees to use up their paid leave before they take FMLA leave. you only have to configure the relevant absences as permitted for FMLA. Be sure to take account of whether the absences are relevant for payment.S. In the SAP Best Practices for HCM U. Depending on customer requirements changes may be required in this area. the link between Employee Group for Week Conversion and Week Converter Rule has been set as follows. This customizing may need to be revised based on the customer’s requirements. You determine which absences can be covered by FMLA in the Implementation Guide for Payroll. You can also specify whether the absence type is permitted for intermittent and/or continuous FMLA absences. The FMLA Management application can deduct an absence from an employee’s absence quota as well as from the FMLA entitlement. Perm Int.2. 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 .S. Employees can choose to use accrued paid leave or sick leave to cover some or all of their FMLA absences. 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. It is up to your company to decide whether you make this a requirement. 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. In this case. 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.SAP Best Practices for HCM . all employees have been assigned 01 as the employee grouping for week conversion.  WWKMO: ** &WWKMO=01 3.

FMLA rules are part of the FMLA requests.     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.1 Number Range Intervals Procedure 1. certifications.S. 7. You can use the FMLA Workbench to complete all tasks concerning FMLA requests. as follows: 7. You can create or change absences by going directly to the maintenance screens for the Absences infotype (2001).3. 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. On the ‘Choose Activity’ screen select the “Create Number Range Interval for FMLA Requests. From Number To Number Current Number Ext. The rules represent all laws and guidelines according to which employees are potentially eligible to request absences covered by FMLA. You can store comments. and an FMLA request’s history in a notes field. You can process absences and grant them FMLA coverage. you can see all FMLA requests recorded for an employee.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. 3.SAP Best Practices for HCM .” activity and choose the ‘Choose’ button. © SAP AG Page 66 of 96 .1.3. 7. You see all relevant information and can create and check requests. choose any of the buttons to get the following values: No. In the FMLA Workbench. On the “Number Range for FMLA Requests” screen.3 FMLA Workbench Procedure 1.1 Number Range for FMLA Requests 2. including requests that were rejected. 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. The system determines the FMLA rules according to the employee and the reason specified.

On the ‘Change View FMLA Workbench: Profile Settings”: Overview’ screen.3.SAP Best Practices for HCM .2 Number Range for FMLA Document No.2 Profile Settings Procedure 1. The authorizations required by users depend on the tasks they have to carry out in the FMLA Workbench. 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 .1 Recalculation Date for Pair Formation/Time Evaluation 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 Deduction and FMLA Absences  FMLA Workbench  Define Profile Settings for FMLA Workbench PTFMLA Transaction Code 2. 3.1.USA Time Management and Time Evaluation Configuration Guide 01 0000000000000001 9999999999999999 0 7.1 General Settings 8. 7.: 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 8.1. 01 From Number 0000000000000001 To Number 9999999999999999 Current Number 0 Ext.” activity and choose the ‘Choose’ button. You define users’ authorizations in their role using the Role Maintenance function (transaction PFCG). choose any of the buttons to get the following values: No. 3. On the ‘Choose Activity’ screen select the “Create Number Range Interval for FMLA Document No. Authorizations specify the authorization objects that employees require to be able to display and process FMLA requests in the FMLA Workbench. On the “Number Range for FMLA Document Number” screen. you can view the following values: The following profiles have been configured for the SAP Best Practices for HCM U.S.3.

3 Earliest Recalculation Date for Time Evaluation Procedure 1.S. 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).2 Modifier for Earliest Recalculation Date Procedure 1. &TIMMO=07. The table that shows all of the recalculation categories is T569R.SAP Best Practices for HCM .  TIMMO: D ** 07 10 MOLGA &TIMMO=01. On the ‘Change View “Earliest Recalculation Dates for Time Management:” Overview’ screen. On the Change View “Earliest Recalculation Dates for Time Management”: Overview screen.. 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. If it is necessary to determine these dates by other groupings this feature may be changed. you will see the values shown in the table below. The recalculation dates have been pre-defined in the SAP Best Practices for HCM U. 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.1. 8. you will see the following values: Mod. &TIMMO=10. 3. 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. 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 .1. (green=old documentation.USA Time Management and Time Evaluation Configuration Guide 2.

2 Time Evaluation Settings 8.2 Employee Grouping for the Time Evaluation Rule Procedure 1.2.2.2. On the Change View “EE Subgroup Grouping for PCR/CollAgrmtProv. 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. 3.: 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 8.1 Subgroup Grouping for PCR/CollAgrmtProv Procedure 1.SAP Best Practices for HCM .3 Define Time Types Procedure 1. 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.of tgt/actl time Rec.USA Time Management and Time Evaluation Configuration Guide 8. of actual times Trainee Employee 8. 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 . 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.

On the ‘Change View “Time Type Determination”: Overview’ screen you will see the values shown in the table below.3 Time Type Determination Procedure 1. 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. and other time balance-related calculations.USA Time Management and Time Evaluation Configuration Guide Code 2. floating holiday calculations. to facilitate the processing of overtime calculations. Several additional time types have be created in 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 With Clock Times  Time Data Processing  Set Time Type Determination SPRO 2. 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 . 3. On the ‘Change View “Time Types”: Overview’ screen you will see the values in the table below.SAP Best Practices for HCM .S.

1 Work Break Schedule Procedure 1.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.S. On the ‘Change View “Employee Time Management Status”: Overview’ screen you will see the values in the table below.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.S. 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. On the ‘Change View “Work Break Schedule”: Overview’ screen you will see the values shown in the table below.SAP Best Practices for HCM .4 Time Evaluation without Clock Times Procedure 1. 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. HR System is set up for Time Evaluation WITHOUT clock times. Please refer to the Payroll User Guide for additional information. © SAP AG Page 71 of 96 . 3. 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. The SAP Best Practices for HCM U. 8. if Clock Time functionality is required. the SAP Best Practices for HCM U. However. The SAP Best Practices for HCM U.S. select “Indicate Breaks for Import” activity and choose the ‘Choose’ button. SAP Best Practices for HCM U. is set up for Time Evaluation WITHOUT clock times. comes pre-configured with absence valuation and wage type generation from attendances. On the ‘Choose Activity’ screen.4.

25 0.50 0.00 1.50 0. On the Change View “Attendance: Time Evaluation”: Overview’ screen you will see the values in the table below. 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 1.75 4.25 0.2 Attendances / Absences from Generated Planned Time Pair Procedure 1.25 0.17 0.75 0.4.00 1.25 1. 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 2.00 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 8.00 1. 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 .00 6.USA Time Management and Time Evaluation Configuration Guide Grpg.25 0.50 0. On the ‘Choose Activity’ screen select the “Determine Time Class for Attendance” activity and choose the ‘Choose’ button.SAP Best Practices for HCM .00 0.50 0.25 0.00 0.25 0.25 0.

when you select “Modify Schema: Function RTIP TP09 GEN” activity. you will see the “Personnel Calculation Schemas: Initial Screen”.' to allow the appropriate values to be set for the time evaluation modifiers.USA Time Management and Time Evaluation Configuration Guide 8.  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. A review of the delivered related processes is recommended before modifying this rule. On the ‘Choose Activity’ screen.3 Time Evaluation Modifiers 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  Determine Interim Planned Working Time SPRO Transaction Code 2. 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 2.4.S. Insert the value ‘9US0’ and you will see the following values: © SAP AG Page 73 of 96 . Personnel Calculation Rule ‘TMON’ has been copied to '9U. If there are additional requirements identified at the customer site this rule may be modified.4.SAP Best Practices for HCM .4 Check Function Procedure 1.

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.5 Time Types and Processing Types Procedure 1. On the ‘Choose Activity’ screen. leave ded. full pay for leave Health spa. when you select “Determine Processing Type / Time Type Class for Attendance” activity. CLTIM = 00 Pair type = 3. Pair type = 1. 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. 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. On the ‘Choose Activity’ screen. you will see the following values: © SAP AG Page 74 of 96 .USA Time Management and Time Evaluation Configuration Guide 3. if required Allow evaluations for future periods Allow for WPBP Data Check Basic Pay 8. when you select “Define Time Types” activity. you will see the following values: PSG 01 01 01 Time Type 1100 1200 1300 Time Type Descp.4. 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. when you select “Determine Processing Type / Time Type Class for Absence” activity. reduced pay Spa.ER Doctor's appointment Illness with reduced pay Split illn. On the ‘Choose Activity’ screen.SAP Best Practices for HCM . 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. CLTIM = 00 Pair type = 2.

On the ‘Choose Activity’ screen. 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. 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 .SAP Best Practices for HCM . 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. 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.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 select “Assign Processing Type and Time Type” activity.6 Shorten Absences of Less Than One Day Procedure 1.

4.8 Generation Rules Procedure 1.7 Processing Types Procedure 1. On the ‘Change View “Time Wage Type Selection Rule”: Overview’ screen you will see the following data: T.4.0 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 .USA Time Management and Time Evaluation Configuration Guide 8. On the ‘Choose Activity’ screen select the “Define Generation Rules” activity and choose the ‘Choose’ button. 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. 01 01 01 01 01 01 01 01 01 Dy. WT. 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 % 8.0 01/01/199 0 Overtime paid 1. Grpg. 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 2.5 01/01/199 0 Overtime paid 2. 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.SAP Best Practices for HCM . 01 01 01 01 01 01 01 01 01 No.

4. 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. It checks if the employee is absent (an absence has been entered).SAP Best Practices for HCM . Procedure 1.00 ADDDBZUS0ZCOLOP* HRS=1. If an absence exists. to facilitate the processing of US specific requirements. Personnel Calculation Rule ‘9USG’ is called within the ‘Time Data’ block during day processing. the absence type is checked to determine if it should continue or if the public holiday should be paid instead. You will see the following values: 5. then the employees next scheduled workday is converted internally to paid day off.S. You will see the “Personnel Calculation Rules: Initial Screen”. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. If it does.00 ADDDBZUS1 © SAP AG Page 77 of 96 .  9USG: * * * * * ** ** ** 02 D D **** 0201 OUTTPCLTIM OUTTPABTYP COLOP* HRS=1. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USE’ and choose the ‘Display’ button. It checks if a public holiday falls on an employee’s free day.USA Time Management and Time Evaluation Configuration Guide 3. 8. You will see the following values: 3.00 COLOP* VARSTFREE D VARSTDAYTY DAYPG 1ADDDBZUS1COLOP* COLOP* COLOP* VARSTDAYTY COLOP* HRS=1. On the “Personnel Calculation Rules: Initial Screen” enter ‘9USG’ and choose the ‘Display’ button. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. On the ‘Choose Activity’ screen select the “Check Assignment of Wage Type Selection Rule Group” activity and choose the ‘Choose’ button.  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?0.9 Time Data Processing Several new personnel calculation rules are delivered in the SAP Best Practices for HCM U. Personnel Calculation Rule ‘9USE’ is called within the ‘Time Data’ block during day processing.

You will see the following values: 9. Personnel Calculation Rule ‘9USR’ is called within the ‘Time Data’ block during day processing. but is not activated.  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. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USR’ and choose the ‘Display’ button.USA Time Management and Time Evaluation Configuration Guide 6. Time type ZUS2 is updated. SCHEDULED NOT AT WORK ON SPECIAL DAY DAY ABSENT ON PUBLIC HOLIDAY CHANGE DWS. The decision on employee’s eligibility has been set up (employment greater than 3 months). it checks if the employee is present (an attendance has been entered). 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. Personnel Calculation Rule ‘9USB’ is called within the ‘Time Data’ block during day processing. Error messages are processed as well as the generation of Statutory Holiday.  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.SAP Best Practices for HCM . You will see the following values: 7. SCHEDULED ABSENT ON SPECIAL DAY EMPLOYEE © SAP AG Page 78 of 96 . If it does. 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 ‘9USB’ and choose the ‘Display’ button. It checks if a public holiday falls on an employee’s scheduled working day.

The purpose of this rule is to cumulate eligible time for Statutory Holiday eligibility.  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.SAP Best Practices for HCM .0 ADDDBZUS5 PAYTP B OUTTPCLTIM HRS=1.0 ADDDBZUS5 PAYTP B HRS=MZUS5 ADDDBZUS5-HRS=MZUS3 ADDDBZUS3HRS=1. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9UST’ and choose the ‘Display’ button. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. 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. Time types ZUS5 and ZUS3 are updated. Personnel Calculation Rule ‘9UST’ is called within the ‘Time Data’ block during day processing.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. You will see the following values: 11.0 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 B > ADDDBZUS3- 12. On the ‘Choose Activity’ screen select the “Modify Personnel Calculation Rule: TL10” activity and choose the ‘Choose’ button. You will see the following values: 15. 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 ‘9USW’ and choose the ‘Display’ 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. The purpose of this rule is to change the processing type of the ‘On Call/Standby’ time to value ‘R’ for further 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 .SAP Best Practices for HCM . Personnel Calculation Rule ‘9USW’ is called within the ‘Planned Working Times’ block during day processing. 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). You will see the following values: 13. Personnel Calculation Rule ‘9USU’ is called within the ‘Planned Working Times’ block during day processing. On the “Personnel Calculation Rules: Initial Screen”: enter ‘9USU’ and choose the ‘Display’ button.

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. A subschema for daily overtime has also been added to accommodate those employees located in California.10 Overtime Processing Additional configuration is delivered with the SAP Best Practices for HCM U.USA Time Management and Time Evaluation Configuration Guide 8.  9USV: * * * * * N Y D OUTWPEXMPT SCOND=F IF SCOND=T IF SCOND=F IF Procedure 1. If the value ‘N’ is found the overtime rules. 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. then those that follow are processed.SAP Best Practices for HCM . Personnel Calculation Rule ‘9USX’ is called via function ‘IF’. to handle Overtime Payments. On the Source text search in PC rules screen put in the value 9USX in the Personnel Calc. otherwise overtime processing is bypassed. 8. ON the ‘Choose Activity’ screen select “Modify Personnel Calculation Rule TPP3” activity and insert value 9USV on the “Personnel Calculation Rules: Initial Screen” 3. The ‘Exempt Indicator’ field on Infotype 0001 (Organizational Assignment) is checked. 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. The purpose of this rule is to verify if the employee is eligible for daily overtime (personnel area 1022 –California). where daily overtime after 8 hours is mandatory.11 Personnel Calculation Rules Procedure 1.  9USX: * * * D **** 1022 OUTWPPLANT SCOND=F IF SCOND=T IF PERSONNEL AREA? © SAP AG Page 81 of 96 . 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’. Note that personnel area 1022 WEST has been used to flag a California employee.4.S. Rule box 3.

50 ADDDB0900Z HRS=S HRS=S D D HRS>8.  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 . Personnel Calculation Rule ‘9USC’ is processed within sub schema ‘9US1’. The purpose of this rule is to initialize utility time type 0900.SAP Best Practices for HCM . 3.00 ADDDB0900Z HRS=S ADDDB0900Z HOLIDAY HRS=0. 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’. 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. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”.12 Overtime from Attendance Quotas Procedure 1.00 ADDDB0900Z SCHED VARSTFREE VARSTTIMCL HRS=7.  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. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”.00 ADDDB0900Z HRS=99.00 ADDDB0411Z HRS=12.4.00 ADDDB0900Z HRS>12. 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.USA Time Management and Time Evaluation Configuration Guide 8.50 ADDDB0900Z ADDDB0900ZHRS=12.

SAP Best Practices for HCM . The purpose of this rule is to determine overtime after the employee has completed 8 planned working hours per day. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”.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 . 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.USA Time Management and Time Evaluation Configuration Guide 6.5 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. Personnel Calculation Rule ‘9USD’ is processed within sub schema ‘9US1’. The hours threshold of 8 are take from utility time type 0900.5 FILLPVN COLOP 0040 OVERTIME @ 1.0 FILLPVY COLOP 0040 OVERTIME @ 2.  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.

Personnel Calculation Rule ‘9USH’ is processed within sub schema ‘9US1’. Choose the ‘Display’ button on the “Display Schema: 9US2” screen. This sub schema was copied from sub schema ‘TW30’ and modified to handle overtime processing based on the ‘Overtime Compensation Key’.  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.SAP Best Practices for HCM .00 GENTPB YCOLOP ADDDBZUS4ZHRS=PNUM HRS-4. The hours threshold of 12 are take from utility time type 0900.00 GENTPB YCOLOP 0040 OUTTPVTYPE COLOP* HRS=D0904 HRS?4. The purpose of this rule is to determine overtime after the employee has completed 12 planned working hours per day.0 1 A D OVERTIME @ 2.00 ADDDBZUS4ZCOLOP* ADDDBZUS4ZHRS=PNUM 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****” 9.00 GENTPB YCOLOP 0040 10. 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 . On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value ‘9US2’ on the “Personnel Calculation Schemas: Initial Screen”.00 COLOP 0040 HRS=D0904 HRS-4.USA Time Management and Time Evaluation Configuration Guide E E E E 1 OVERTIME @ 1.  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. Choose the ‘Display’ button.0 D A FILLPVN COLOP * COLOP* FILLPVY COLOP* COLOP * 8. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value 9US1 on the “Personnel Calculation Schemas: Initial Screen”.00 COLOP 0040 HRS=D0904 HRS-4. 11. week and OVERT Correct time type for weekly overtime Working week defined without clock time Initialize time type for weekly OT Overtime after prod. 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.00 GENTPB YCOLOP 0040 OUTTPVTYPE COLOP* HRS=D0904 HRS?4. and you will see the values below.00? HRS=PNUM HRS+DZUS4 HRS?4. Choose the ‘Display’ button on the “Display Schema: 9US1” screen and double click on the “Personnel Calculation Schemas: Initial Screen”.

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 ‘9USP’ is called within sub schema ‘9US2’. 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 .  9USP: * * * * * * N NN NY Y Y D D VARSTFDYWW VARSTNDYAC HRS=0. On the ‘Choose Activity’ screen-select “Modify Schema: Function PTIP” activity and insert value ‘9US2’ on the “Personnel Calculation Schemas: Initial Screen”.USA Time Management and Time Evaluation Configuration Guide BLOCK END 12. 13. and double click on the ‘Action 9USF’ to go to “Display Rule: 9USF ES Grouping * Wage Type/Time Type****”.00 NEXTR A ADDDB0903Z YES: 0903 = 0 A 14.13 Valuation Classes for Period Work Schedules Procedure 1. Choose the ‘Display’ button on the “Display Schema: 9US2” screen.  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. Personnel Calculation Rule ‘9USF’ is called within sub schema ‘9US2’.SAP Best Practices for HCM .00 ADDDB0903Z HRS=M0903 ADDDB0903Z HRS=0.4. and double click on the ‘Action 9USP’ to go to “Display Rule: 9USP ES Grouping * Wage Type/Time Type****”. 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. The purpose of this rule is to correctly initialize the overtime time types. 15. Choose the ‘Display’ button on the “Display Schema: 9US2” screen.

4.Planned work Wage type selection .SAP Best Practices for HCM . you will see the following values in the table below: 3. In SAP Best Practices for HCM U. If additional Period Work Schedules are created a review of the valuation classes may be necessary.0 Wage type selection .5 Hour Night Shift 8 Hour Rotation sched. 7. 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.S. four Valuation classes have been defined for the period work schedule.5 Rotation sched.On Call / Standby ********************************* © SAP AG Page 86 of 96 .0 Wage type selection .Banked Overtime Wage type selection .USA Time Management and Time Evaluation Configuration Guide Transaction Code PTFMLA 2. 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. 7.14 Wage Type Generation Procedure 1.Holiday Wage type selection .Call In / Call Back 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.Overtime @ 1.5 Rotation sched.. 7. 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 .S. These PWS valuation classes are used in the Generation of Wage Types. On the ‘Change View “Valuation Class for Period Work Schedule”: Overview’ screen.Overtime @ 2.Overtime @ 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 7.5 Wage type selection .

15 Overtime Compensation Procedure 1.0 8. 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 .  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 @ 1.5 PAYTP C OVERTIME @ 2.16 Balance Limit /SMBA0/V_T559P_B2DD_J01s Procedure 1.USA Time Management and Time Evaluation Configuration Guide 8. Personnel calculation rule 9USL processes the overtime wage types of internal table ZML. 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. select “Define Limits for Time Balances” activity and choose the ‘Choose’ button.0 ADDDB0041 HRS*1.00 ADDDB0410 BANK OVERTIME @ 2. The processing determines whether the overtime is to be paid or banked for time off in lieu at a later date.50 ADDDB0410 BANK OVERTIME @ 1.SAP Best Practices for HCM .4. On the ‘Change View “Limits for Time Balances”: Overview’ screen. 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 2.0 PAYTP C OVERTIME @ 1.4. On the ‘Choose Activity’ screen.5 ADDDB0041 HRS*2.00 ADDDB0410 BANK OVERTIME @ 1.0 OUTOTCLTYP ADDZLM* ADDDB0042 PAYOUT OVERTIME ADDDB0041 HRS*1.

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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Time Management and Time Evaluation Configuration Guide

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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1 Post Processing Procedure 1.6. &LLREP= PCS_HR_US_TENT.2 Reaction to Error Transaction Procedure 1. &LLREP= PCS_HR_US_TCMP. &LLREP= PCS_HR_US_TELU.6. &LLREP= PCS_HR_US_QTA0. ZTERF &LLREP= PCS_HR_US_TIME. &LLREP= PCS_HR_US_TEDT.SAP Best Practices for HCM . 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. &LLREP= PCS_HR_US_TPSH. &LLREP=PCS_HR_US_LTIM. &LLREP= PCS_HR_US_TABS.6 Time Management Pool 8.S. Program variants are delivered with the SAP Best Practices for HCM U. D D 8. 8. use Schema 9US0. &LLREP= PCS_HR_US_TIM7. ZTERF &LLREP= PCS_HR_US_SIMF. &LLREP= PCS_HR_US_TABS. &LLREP= PCS_HR_US_QTA1. 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.USA Time Management and Time Evaluation Configuration Guide For Attendance Generation. 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 . for the 'Time Statement Form' and 'Time Evaluation'. &LLREP= PCS_HR_US_TBAL. &LLREP= PCS_HR_US_TERR. &LLREP=PCS_HR_US_LEA4. &LLREP= PCS_HR_US_SIM7. &LLREP= PCS_HR_US_TEAB.

Feature LIMIZ has been modified to include Overtime wage types  LIMIZ: D 1205 1206 1207 LGART &LIMIT=3. © SAP AG Page 92 of 96 .  LIMIE: D 0040 ZTART &LIMIT=3..3 Value limits for cumulated evaluation results Procedure 1. the following customizing is available for use in Time Manager’s Workplace. Although full Time Manager’s Workplace customizing has not been completed in the SAP Best Practices for HCM U.SAP Best Practices for HCM . Feature LIMIE has been modified to include Overtime daily balance time type 0040.USA Time Management and Time Evaluation Configuration Guide 2. 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. 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. &LIMIT=3.6.S. You may also access it following these navigation options: Time Management  Time Evaluation  Information System  Set Value Limits for Cumulated Evaluation Results PTFMLA 3. On the ‘Change View “Reaction to Error Transaction”: Overview’ screen. 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. &LIMIT=3. This interface was specifically designed to meet the need of time administrators in a decentralized enterprise. 4. Limits have been defined for the overtime time type as well as the overtime wage types.

Paid 100% STD .USA Time Management and Time Evaluation Configuration Guide 9. Val.2 Time Data 9.Paid 50% STD . Jury Duty Bereavement Military Leave Maternity STD .1 Absence Valuation Procedure 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.Paid 75% STD .SAP Best Practices for HCM .1 Payroll 9. you will see the following values: Abs. 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 . Other Paid Absences Sick/Illness FMLA Strike/Lockout Personal Time Comp Time Holiday Long Term Disability Workers' Comp.1 Time Accounts Procedure 1. 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.1. On the ’Change View “Absence valuation: Counting classes (regular)“: Overview’ screen.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 9.2.

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 . On the ‘Change View “Define Reporting Quota Types”: Overview’ screen select Define Reporting Quota Types from the dialog structure. 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 .S.SAP Best Practices for HCM .Flextime Balance 0006 .. On the ‘Change View “Display Object: Employee Time Quotas”: Overview’ screen. The following reporting quota types are delivered with the SAP Best Practices for HCM U. you must first define reporting quota types comprised of the selected time quotas.USA Time Management and Time Evaluation Configuration Guide 2.Flextime Excess/Deficit In order to display the reporting quota types they must be defined as display objects in the Time Manager’s Workplace.2 Reporting Quota Types Procedure 1.: 9. The following display objects have been defined for the SAP Best Practices for HCM U.2. 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. On the Activity Window choose ‘Maintain Reporting Quota Types’ activity and choose the ‘Choose’ button. In order to display time account balances. you will see the following values: 3.S.

integration to HR is completely configured. 01 From Number 0000000001 To Number 9999999999 Current Number 80 3.2 Data Entry Profiles Procedure 1. On the ‘Choose Activity’ screen. 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. select “Create number range interval for Internal Key” activity and choose the ‘Choose’ button. Six data entry profiles are delivered in the SAP Best Practices for HCM U. 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.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 Default for Number Range Intervals PTFMLA Transaction Code 2. as there are master data requirements that are not met by the Non-HR application areas. You will see the following value: No. Full CATS configuration is not possible.3 Rejection Reasons Procedure © SAP AG Page 95 of 96 . On the ‘Choose Activity’ screen.S. select “Create number range interval for document number” activity and choose the ‘Choose’ button. You will see the following value: No. 01 From Number 000000000001 To Number 999999999999 Current Number 110 10.1 Number Range Intervals Procedure 1.USA Time Management and Time Evaluation Configuration Guide 10Cross Application Time Sheet 10.

USA Time Management and Time Evaluation Configuration Guide 1. On the ‘Change View “CATS: Rejection Reasons”: Overview’ screen you will see the following values: 3. 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 .S. Reason codes are provided in the SAP Best Practices for HCM U.SAP Best Practices for HCM . in order to assign comments to time sheet data that is rejected following the approval procedure. 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.

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