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Zurich Time Configuration Guide

Time Management Configuration Document Switzerland

Content
Time Management: Configuration Guide.......................................................................................4 1 Purpose........................................................................................................................................4 1.1 Cross Refernces....................................................................................................................4 2 Configuration................................................................................................................................4 2.1 General HCM-Customizing Settings......................................................................................4 2.1.1 Enterprise Structure........................................................................................................4 2.1.1.1 Employee Subgroups...............................................................................................5 2.1.1.2 Assign Employee Subgroup to Employee Group.....................................................5 2.1.2 HCM Time Management.................................................................................................6 2.1.2.1 Public Holiday Calendar ..........................................................................................6 2.1.2.2 Group Personnel Subareas for the Work Schedule..................................................7 2.1.2.3 Daily Work Schedule................................................................................................7 2.1.2.4 Define Period Work Schedules ..............................................................................10 2.1.2.5 Define Employee Subgroup Groupings..................................................................11 2.1.2.6 Set Work Schedule Rules and Work Schedules.....................................................11 2.1.2.7 Generate Work Schedules Manually......................................................................12 2.1.2.8 Group Personnel Subareas for Attendances and Absences..................................13 2.1.2.9 Define Absence Types...........................................................................................14 2.1.2.10 Determine Entry Screens and Time Constraint Classes.......................................15 2.1.2.11 Define Counting Classes for the Period Work Schedules.....................................16 2.1.2.12 Group Employee Subgroup for Time Quotas.......................................................17 2.1.2.13 Group Personnel Subareas for Time Quotas.......................................................19 2.1.2.14 Define Rules for Rounding Counted Absences....................................................19 2.1.2.15 Define Counting Rules.........................................................................................20 2.1.2.16 Deduction Rules for Absence Quotas..................................................................21 2.1.2.17 Assign Counting Rules to Absence Types............................................................21 2.1.2.18 Define Attendance Types.....................................................................................22 2.1.2.19 Group Employee Subgroup for Time Quotas.......................................................23 2.1.2.20 Group Personnel Subareas for Time Quotas.......................................................24 2.1.2.21 Define Counting Rules.........................................................................................25 2.1.2.22 Assign Counting Rules to Att. Type 2001(Actual Hours Worked).........................25 2.1.2.23 Managing Time Accounts Using Attendance/Absence Quotas............................26 2.1.2.24 Group Employee Subgroup for Time Quotas.......................................................26 2.1.2.25 Group Personnel Subareas for Time Quotas.......................................................28

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2.1.2.26 Time Quota Types................................................................................................28 2.1.2.27 Calculating Absence Entitlements........................................................................29 2.1.2.28 Rules for Generating Absence Quotas.................................................................30 2.1.2.29 Set Base Entitlements..........................................................................................31 2.1.2.30 Determine Validity and Deduction Periods...........................................................32 2.1.2.31 Define Generation Rules for Quota Type Selection..............................................34 2.1.2.32 Define Deduction Rules for Absence and Attendance Quotas.............................38 2.1.2.33 Assign Deduction Rules to Counting Rules..........................................................39 2.1.2.34 Cross Application Time Sheet (CATS).................................................................41 2.1.2.34.1 Set up Data Entry Profiles...........................................................................41 2.1.2.34.2 Define Field Selection (Z99_PRF1, Z99_PRF2, Z99_PRF3)......................45 2.1.2.34.3 Select Allowed Absence Types...................................................................46 2.1.2.34.4 Approval Views...........................................................................................47 2.1.2.35 Time Evaluation....................................................................................................48 2.1.2.36 Time Evaluation Settings......................................................................................49 2.1.2.37 Define Time Types...............................................................................................50 2.1.2.38 Time Evaluation Without Clock Times..................................................................51 2.1.2.39 Determine Processing Type/Time Type Class for Attendance.............................52 2.1.2.40 Assign Processing Type and Time Type..............................................................52 2.1.2.41 Time Wage Type Selection and Overtime Compensation....................................53 2.1.2.42 Processing Balances............................................................................................54 2.1.2.43 Define Specifications for Transfer to Absence Quotas.........................................55 2.1.2.44 Schema ZG99......................................................................................................55 2.1.2.45 Personnel Calculation Rules................................................................................56 2.1.2.46 Payroll Constant Table.........................................................................................57 2.1.2.47 Time Statement....................................................................................................57

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Time Management: Configuration Guide 1 Purpose
The document describes configuration of Time Management objects to keep records of Time master data for employees under Swiss Re, Zurich.

1.1 Cross Refernces
Document type Business Blueprint Document Name Business Blueprint Switzerland_04052009.pdf Location W:\GEIS-EMEA\GLOBAL HR\HR Transformation\00 Global HR System GHRS\03 Phase 3\015 Time Mgmt\04 HR TM Blueprint

2 Configuration
2.1 General HCM-Customizing Settings
2.1.1 Enterprise Structure

The enterprise structure for HCM was created: Personnel area 0014 0015 0016 Personnel area text Zurich Zurich Zurich Personnel sub area 0001 0001 0001 Pers. sub area text SR Employees SR Employees SR Employees BoD Company code 1027 1079 1026 Company name SR Guest Services AG Pension Fund SR Company Swiss Reinsurance Comp Swiss Reinsurance Comp Swiss Reinsurance Comp

0016

Zurich

0007

1026

0016

Zurich

9000

Externals

1026

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2.1.1.1 Use

Employee Subgroups

The employee subgroup represents a subdivision of the employee group. These definitions are what constitute the Personnel Structure.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Enterprise Structure  Definition  Human Resources Management  Employee Subgroups

2. On the Choose Activity screen, select the Define employee subgroup activity. On the Change View ”Employee subgroup”: Overview screen, create the following entry: Employee subgroup A1 Name of EE subgroup Executive Committee

2.1.1.2 Use

Assign Employee Subgroup to Employee Group

In this step, you assign your employee subgroups to their respective employee groups. In addition to this, you determine whether the employee group/employee subgroup combinations are allowed for the country groupings.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Enterprise Structure  Assignment  Human Resources Management  Assign employee subgroup to employee group

2. On the Change View ”Country Assignment for Employee Group / Subgroup”: Overview screen, create the following entry: Employee group 1 Employee subgroup A1 Country grouping 02 Name of HR country grouping Switzerland Allowed X

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1. Holiday Class 1: Full day public holiday Holiday Class 2: Half day public holiday There are 12 days defined for Zurich.Important note: The value for country grouping must be set according to the country you localize.1 Use HCM Time Management Public Holiday Calendar In this step.2.2 2. Holiday Calendar cannot be generated automatically as the holidays are tend to change.1. New Year's Day Berchtold's Day Good Friday Easter Monday Sechseläuten (Apr. you create public holiday calendars and factory calendars if necessary by each country. The days defined belong to holiday classes 1 and 2.) Fest. 2. Procedure Transaction Code IMG Access path SPRO Time Management > Work Schedules > Define Public Holiday Classes There is only one Holiday Calendar for all CH (Zurich) entities. Labor Day Ascension Whit Monday         Page 6 of 59 .

2. Procedure Transaction Code IMG Access path SPRO Time Management > Work Schedules > Personnel Subarea Groupings > Group Personnel Subareas for the Work Schedule See table below: Personnel Subarea Grouping for the Work Schedule PSG for Zurich: 50 2.2 Use Group Personnel Subareas for the Work Schedule In this step.1.    Confederation Day Knabenschiessen (Sep) Festival Christmas Day St. Stephens Day 2.3 Use Daily Work Schedule Page 7 of 59 .2.1. you group your personnel areas and personnel subareas for work schedules for your country.

00 DWS Selectio n Rule 20 Plnd working time 9:00 – 13:00 9:00 – 12:48 9:00 – 11:00 Daily WS class 1 1 1 Automatic Overtime X 20% PT3 20% PT3 20% PT3 The work schedule shown above is ONLY an example. Make the following entries: DWS grouping 50 50 50 Daily work sched.80 2. taking the break schedule into consideration if applicable. There are about 340 daily work schedules that are currently valid. Each valid daily work schedule will have 2 variants. The system calculates the planned hours for one day.In this step. Procedure 1. Page 8 of 59 . Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Time Management à Work Schedules à Daily Work Schedules à Define Daily Work Schedules 2. 2003 2003 2003 DWS text Variant Planned working hours 4. by entering the planned working time.00 E F 3. All Work Schedules created under DWS grouping 50 are applicable for Zurich. you define daily work schedules for your enterprise.

apply variant as shown in below example. Since part-time employees have various daily work schedules. Page 9 of 59 . tomorrow is a full day holiday. we have created variant rules for each valid daily work schedules to reflect the above 2 variants. Explanation: If today is a 1/2 day public holiday and tomorrow is any day and the holidays falls on monday. and the holiday falls between M-F. 2nd Variant: 1/2 day public holiday on the day of Zurich festivals. This will be prorated for part-time employees.1st Variant: Reduced work time of 1 hour on a day before public holiday for a full time employees. apply variant as shown in below example . Explanation: Today is full working day.

ADP team should be communicated of any new daily work schedules that are created in HCMS to keep both the systems in Sync. ADP team should be communicated of any new PWS that are created in HCMS to keep both the systems in Sync. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management à Work Schedules à Period Work Schedules à Define Period Work Schedules 2. Page 10 of 59 .2. you need to match this new combination of values in IMG Group Personnel Subareas for the Daily Work Schedule. Procedure 1.4 Use Define Period Work Schedules In this step. Important note: ADP naming convention has to be followed while creating any new Period Work Schedules.1. you create period work schedules by specifying the sequence of daily work schedules for a work schedule for one or more weeks. If you choose different values for PS grouping and DWS grouping.Important note 1: The values for PS grouping and DWS grouping should be equivalent. 2. Make the following entries: The screenshot shown above are ONLY some of the Period Work Schedules that have been created for Zurich. Important note 2: ADP naming convention has to be followed while creating any new Daily Work schedules. Complete list can be viewed by sorting the table by DWS grouping 50. There are about 136 valid PWS for Zurich.

5 Use Define Employee Subgroup Groupings The employee subgroup grouping for work schedules allows you to group several employee subgroups and base their work schedules on the same rules. Procedure 1. Procedure 1. the work schedule rules that are assigned to employees in the Planned Working Time info type (0007) are defined.2.2.1. Group Employee Subgroups for Work Schedules Country grouping 02 Make the following entry: Currently the ESG (Employee Subgroup Grouping) for Work Schedules has been defined as 2 for all groups of employees under Zurich. 2. Access the activity using one of the following navigation options: Transaction Code SPRO Page 11 of 59 .6 Use Set Work Schedule Rules and Work Schedules In this step.2.1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management à Work Schedules à Work Schedule Rules and Work Schedulesà Define Employee Subgroup Groupings 2. The employee subgroup and personnel sub area groupings for work schedules and the public holiday calendar are taken into account.

ADP team should be communicated of any new Work Schedule Rules that are created in HCMS to keep both the systems in Sync. Make the following entries: The screenshot shown above is ONLY for one of the Work Schedule Rule that have been created for Zurich.7 Use Generate Work Schedules Manually In this step. Employee Subgroup: 1 or 2 Holiday Calendar: CH PSG: 50 Important note: ADP naming convention has to be followed while creating any new Work Schedule Rule.2.IMG Menu Time Management à Work Schedules à Work Schedule Rules and Work Schedules à Set Work Schedule Rules and Work Schedules 2.1. Complete list can be viewed by sorting the table by the following. 2. Page 12 of 59 . There are about 136 valid Work Schedule Rules for Zurich. the work schedule rules are generated for the specified duartion.

2.1. The period of the rule can be specified as required. Each Work Schedule has to be generated for the ESG 1 and 2. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Work Schedules  Work Schedule Rules and Work Schedules  Generate Work Schedules Manually Below is a screenshot that shows an example with the selection parameters to generate a Work Schedule Manually. PS grouping and Work schedule rule must be valid. Holiday calendar. Suggested not to generate more than 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absence  Absence Catalog Group PersonelSubareas for Page 13 of 59 . Important note: The values for ES grouping.2.8 Use Group Personnel Subareas for Attendances and Absences In this step.5 years in future.Procedure 1. you group your personnel areas and personnel subareas for attendance and absence types Procedure 1.

It also describes how to determine the system reaction to attendances recorded for a day or a period when the employee has time off.9 Use Define Absence Types In this step. Make the following entry: Personnel area 0014 0015 0016 0016 0016 Personnel subarea 0001 0001 0001 0007 9000 PS grouping 50 50 50 50 50 2. the absence type 0800 for a personnel subarea grouping 10 for attendance/absence types is defined. Procedure 1.Attendances and Absences 2. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog Define Absence Types A/A Type Text Vacation (Annual Leave) Illness Accident Maternity Leave Paternity Leave Adoption Activity expert/speaker Military Service Public duties Paid Leave (Empl Related) Paid Leave (Fmly 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 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 Maximum duration 999 999 999 999 999 999 999 999 999 999 999 PSG 50 50 50 50 50 50 50 50 50 50 50 A/A Type 1000 2000 2100 2200 2210 2220 2230 2240 2250 2260 2270 Page 14 of 59 .1.2.

Proper Values for Absence: Input check First day is day off Last day is day off Non-working period Second date required W W W Minimum duration Maximum duration Unit 999 2. The time constraint class controls the system reaction if a new record in the Absences infotype (2001) overlaps with existing time infotype records. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absence Types  Absence Catalog  Determine Entry Screens and Time Constraint Classes Proper Values for Absence: General Settings Screen Number Time Const.10 Use Determine Entry Screens and Time Constraint Classes Use the data entry screen number for an absence to determine which screen (entry screen) is used to enter. Class Att./Absence Class Availability Check End Date 2001 1 A 2 1 Page 15 of 59 ./Absence Indicator Absence grpg At.2.1.Related) 50 50 50 50 2280 2290 3000 4000 Agreed regular day off Social service work Unpaid Leave Time Compensation 01/01/1990 01/01/1990 01/01/1990 01/01/1990 12/31/9999 12/31/9999 12/31/9999 12/31/9999 999 999 999 999 2. display and maintain a record of this particular absence type.

2. you define counting classes for your period work schedules. Procedure 2.11 Use Define Counting Classes for the Period Work Schedules In this step. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Define Counting Classes for the Period Work Schedule 3. which are used to valuate attendances and absences.1. Make the following entry: GRP 50 50 50 50 50 50 50 50 50 50 50 50 50 Period WS 1P01 1P02 1P03 1P04 1P05 1P06 1P07 1P08 1P09 1P0A 1P0B 1P0C 1P0D Description 20% 1 day schedule 20% 2 day schedule 30% 2 day schedule 30% 2 day schedule 30% 2 day schedule 30% 3 day schedule 40% 2 day schedule 40% 2 day schedule 40% 2 day schedule 80% 5 day schedule 80% 5 day schedule 80% 5 day schedule 80% 5 day schedule 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 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 Counting Class 1 1 1 1 1 1 1 1 1 1 1 1 1 Page 16 of 59 .2.

Procedure 1. you group your employee subgroups for time quota types. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types. This table should be filled for all the valid PWS that have been created. please sort this table by Grouping 50. For complete list. Below is a screenshot for the same.12 Use Group Employee Subgroup for Time Quotas In this step. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Attendance Counting (New)  Group Employee Subgroups for Time Quotas Page 17 of 59 . Note: The counting class for PWS created for Zurich is 1. 2.2.1.50 50 50 1P0E 1P0F 1P0G 80% 7 day schedule 85% 4 day schedule 85% 5 day schedule 01/01/1990 01/01/1990 01/01/1990 12/31/9999 12/31/9999 12/31/9999 1 1 1 Counting class for PWS shown above is ONLY an example.

Make the following entry: EE GRP 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 Name of employee grp Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Time Employee subgroup A1 A2 B1 B2 C1 C2 D1 E1 E2 F1 F2 F5 A1 A2 B1 B2 Name of EE subgroup Executive Committee Executive Board Executive Expert Sr Professional-D Sr ProfessionalSVP Adv Professional Professional Grad Professional Associate Apprentice Graduate Associate Executive Committee Executive Board Executive Expert ESG Time quota types 2 2 1 1 1 1 1 1 1 1 1 1 2 2 1 1 Note: For “A” Band the ESG grouping will be “2” and other bands from B-G will be “1” as Quota calculation is different between these employee sub groups. Page 18 of 59 . Group Employee Subgroups for Time Quotas 3.2. Country grouping 02 – Switzerland 4.

In this step. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types Procedure 1.2.2. You can specify several subrules for a rounding rule and number them sequentially.1. The system runs through the subrules in sequential order until it finds one that applies. It is difficult to use these values for quota deduction and payroll. the values determined can have several places behind the decimal point. Procedure 1. If you specify an hours or day multiplier for counting attendances and absences.14 Use Define Rules for Rounding Counted Absences In this step. you group your personnel subareas with regard to the permissibility of time quota types. you set rounding rules for absence and attendance counting. you set rules for rounding the values. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Page 19 of 59 . therefore. Make the following entry: Personnel area 0014 0015 0016 0016 0016 Personnel subarea 0001 0001 0001 0007 9000 PS grouping 50 50 50 50 50 2.1.2. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Attendance Counting (New)  Group Personnel Subareas for Time Quotas 2.13 Use Group Personnel Subareas for Time Quotas In this step.

Upper Limit 0. Make the following entry: Rounding Rule 50 Name Zurich Rounding Rule Zurich Rounding Rule No 001 Lower Limit 0.00000 1. X Target Value 0.00000 X 2.1.2.00000 Incl. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Absence Counting (New)  Define Counting Rules Counting rule 003 004 005 006 003 004 005 006 A/A Type Text Absence counting rule .No Quota Vacation counting rule .Attendance Counting (New)  Define Rules for Rounding Counted Absences 2.No Quota Vacation counting rule .Annual Leave Entitlement Counting rule for Time off in Lieu Counting rule for Unpaid/Mat/Adop Leave Absence counting rule . The rules are used to determine the payroll days and hours for an attendance or absence.50000 Incl. Procedure 1.50000 Roll 50 002 0.50000 1. you define rules for counting attendances and absences.15 Use Define Counting Rules In this step.Annual Leave Entitlement Counting rule for Time off in Lieu Counting rule for Unpaid/Mat/Adop Leave Number 001 001 001 001 001 001 001 001 ESG 1 1 1 1 2 2 2 2 PSG 50 50 50 50 50 50 50 50 Page 20 of 59 .

Procedure Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Rules for Absence Counting (New)  Define Counting Rules  Deduction Rules for Absence Quotas Deduction rule 001 001 Text Rule for Annual Entitlement Rule for Annual Entitlement Start Date 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 ESG 1 2 PSG 50 50 Note: Please remember to Assign Deduction rules to the Vacation Counting Rules. Procedure Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Absences  Absence Catalog  Absence Counting  Assign Counting Rules to Absence Types Page 21 of 59 .2.17 Use Assign Counting Rules to Absence Types In this step.2.2. you define deduction rules for deducting absences from absence quotas.16 Use Deduction Rules for Absence Quotas In this step. you determine which rule for attendance or absence counting should be used for each attendance/absence type. The rules are used to reduce the absence quotas from Infotype (IT 2006). 2.1.1.

2.2. Proper Values for Absence: Input check First day is day off Last day is day off W W Minimum duration Maximum duration 999 Page 22 of 59 . you define attendance types for a personnel subarea grouping for attendance/absence types.1. Procedure 1.Note: The respective Counting rules has to be assigned to the correct absence types.18 Use Define Attendance Types In this step. The quota deduction field has to be checked only when any particular absence types has quota. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Attendances/Actual Working Times Define Attendance Types A/A Type Text Actual hours worked Training/Courses Project Activity Service Activity 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 Maximum duration 999 999 999 999 PSG 50 50 50 50 A/A Type 2001 2006 9001 9002 2. It also describes how to determine the system reaction to attendances recorded for a day or a period when the employee has time off.

you group your employee subgroups for time quota types.2. Make the following entry: EE GRP 1 1 1 1 1 1 1 1 1 Name of employee grp Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Employee subgroup A1 A2 B1 B2 C1 C2 D1 E1 E2 Name of EE subgroup Executive Committee Executive Board Executive Expert Sr Professional-D Sr ProfessionalSVP Adv Professional Professional Grad Professional ESG Time quota types 2 2 1 1 1 1 1 1 1 Page 23 of 59 .1. Group Employee Subgroups for Time Quotas 3. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Rules for Attendance Counting (New)  Group Employee Subgroups for Time Quotas 2.Switzerland 4. Country grouping 02 .19 Use Group Employee Subgroup for Time Quotas In this step. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.Non-working period Second date required W Unit 2.

Make the following entry: Personnel area 0014 0015 0016 0016 0016 Personnel subarea 0001 0001 0001 0007 9000 PS grouping 50 50 50 50 50 Page 24 of 59 . you group your personnel subareas with regard to the permissibility of time quota types.20 Use Group Personnel Subareas for Time Quotas In this step. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Rules for Attendance Counting (New)  Group Personnel Subareas for Time Quotas 2.2.Time 1 1 1 2 2 2 2 Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Time F1 F2 F5 A1 A2 B1 B2 Associate Apprentice Graduate Associate Executive Committee Executive Board Executive Expert 1 1 1 2 2 1 1 2. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types Procedure 1.1.

Procedure 1. you define rules for counting attendances and absences.1.1.21 Use Define Counting Rules In this step.2. Access the activity using the following navigation options Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Rules for Attendance Counting (New)  Assign Counting Rules to Attendance Types A/A Type Text Actual Hours Worked Start date 01/01/1990 End date 12/319999 PSG 50 A/A Type 2001 Page 25 of 59 . Type 2001(Actual Hours Worked) Use In this step. Procedure 1.2. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Attendances/Actual Working Times  Attendance Counting  Rules for Attendance Counting (New)  Define Counting Rules Counting rule 001 001 A/A Type Text HR Productive Hours HR Productive Hours Number 001 001 ESG 1 2 PSG 50 50 2. The rules are used to determine the payroll days and hours for an attendance or absence. you determine which rule for attendance or absence counting should be used for each attendance/ absence type.2.22 Assign Counting Rules to Att.

you make the settings for controlling the processing of absence and attendance quotas.1.23 Use Managing Time Accounts Using Attendance/Absence Quotas In this section. Procedure Access the activity using one of the following navigation options: Transaction Code SPRO Page 26 of 59 . 2. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types. you group your employee subgroups for time quota types.2. You can use the Absence Quotas infotype (2006) to manage all employees' time off entitlements and leave types.24 Use Group Employee Subgroup for Time Quotas In this step. the system checks whether the employee possesses sufficient time off entitlement. Time quotas (time off entitlements and attendance approvals) can be grouped or refined according to the following factors: o Employee subgroups for time quotas (type of employee) o Personnel subareas for time quotas (where is the employee assigned?) o If you use time evaluation: Personnel subareas for time recording (time type determination) o For generating absence quotas: quota type selection rule group (which conditions and rules apply when absence quotas are generated) An Absence quota specifies an employee's entitlement to time off for a limited period.2. It is dependent on an absence quota type.1.2. The infotype's special functions ensure that an employee can only claim the leave days stipulated in the contract as the absence type Leave. When you record an absence in the Absences infotype.

IMG Menu 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 Group Employee Subgroups for Time Quotas Country grouping 02 (Switzerland) Make the following entry: EE GRP 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 Name of employee grp Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Employee subgroup A1 A2 B1 B2 C1 C2 D1 E1 E2 F1 F2 F5 A1 A2 B1 B2 Name of EE subgroup Executive Committee Executive Board Executive Expert Sr Professional-D Sr ProfessionalSVP Adv Professional Professional Grad Professional Associate Apprentice Graduate Associate Executive Committee Executive Board Executive Expert ESG Time quota types 2 2 1 1 1 1 1 1 1 1 1 1 2 2 1 1 Page 27 of 59 .

Time 2. you group your personnel subareas with regard to the permissibility of time quota types. You specify how attendances and absences are to be deducted from the employees' quotas. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Setting Groupings for Time Quotas  Group Personnel Subareas for Time Quotas Make the following entry: Personnel area 0014 0015 0016 0016 0016 Personnel subarea 0001 0001 0001 0007 9000 PS grouping 50 50 50 50 50 2.2.25 Use Group Personnel Subareas for Time Quotas In this step. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Data Recording and Administration  Managing Time Accounts Using Attendance/Absence Quotas  Time Quota Types  Define Absence Quota Types Page 28 of 59 .1.26 Use Time Quota Types In this section you define the attendance and absence quota types that you wish to use for managing time accounts.2.1.

27 Use Calculating Absence Entitlements In this section you make the settings required for the automatic accrual of absence quotas. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO 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 Page 29 of 59 .2.Make the following entries ESG 1 2 Inputs: PSG 50 50 Absence Quota Type 01 01 Quota Text Annual Leave Entitlement Annual Leave Entitlement Start Date 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 2.1.

28 Use Rules for Generating Absence Quotas In this section you make the settings required for the automatic accrual of absence quotas.2. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO 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 Page 30 of 59 .1.Make the following entry 2.

You can do this by incorporating personnel calculation rules in the time evaluation schema.2. you can distinguish between the various entitlements by numbering them sequentially. The base entitlement forms the basis for calculating the prorated leave or absence entitlement for each accrual period. You may want to do this if the differentiation based on an employee's age or seniority is not sufficient for your purposes. you fill a special time type with the base entitlement according to the employee's organizational details or the results of time evaluation. If you want to vary the base entitlement according to age or seniority interval. Procedure Access the activity using one of the following navigation options: Page 31 of 59 . in this view. you set rules for determining the total entitlement (base entitlement) to an absence quota type.2. you enter a constant expressed in days or hours. In this section you make the settings required for the automatic accrual of absence quotas. In the rules. or if you want to use other criteria to determine the base entitlement. If you determine the base entitlement according to the employee's age or seniority. which the system reads in order to determine the entitlement. You store the special time type. you can make the rule more specific. If you use time evaluation to generate absence quotas.29 Use Set Base Entitlements In this step.1.

2. you decide which validity and deduction periods you want to be valid for an Absence Quotas infotype record (2006) created by the system. 2. You do this for each absence quota type. The deduction from Page 32 of 59 .1.Transaction Code IMG Menu SPRO 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 Make the following entries ESG 1 2 PSG 50 50 PSG for Time Rec 01 01 Absence Quota Type 01 01 Quota Text Annual Leave Entitlement Annual Leave Entitlement Rule 001 001 Sequen tial No.30 Use Determine Validity and Deduction Periods In this step. The radio button should be in “Time Evaluation Period” under Related to Period section. 001 001 Start Date 01/01/1990 01/01/1990 End Date 12/31/9999 12/31/9999 Note: Time Type “ZALC” has been created from the table T555A and assigned under the day balance field.

and deduction to dates define the period in which the absence quota can be reduced by an absence. and can exceed it. If no entitlement of this type has been generated or if the validity period has been exceeded. Fields for entering the validity period are therefore only available for absence quotas for which you have selected replace or increase in the Generating quotas allowed in time evaluation step. You have a certain amount of flexibility in defining validity periods. You only specify a validity period for absence quotas that are generated during time evaluation. It need not be identical to the validity period. such as the period parameter Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO 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 Make the following entries ESG 1 2 PSG 50 50 Absence Quota Type 01 01 Quota Text Annual Leave Entitlement Annual Leave Entitlement Page 33 of 59 . such as the accrual period o A period you have defined in Customizing. The validity period can be: o A fixed period such as a calendar year or the time evaluation period o Employee-dependent period. a new record is created. such as the payroll period or the date type o A period defined in the quota selection rule. The validity period represents the period for which the time off entitlements are filled in one infotype record.

Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO 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 Page 34 of 59 . Under the Deduction Interval section. 2.2.1. Valid from should be in “Start” and Valid to should be in “End”. you define rules for automatically accruing absence entitlements for your employees. Relative position should be unlimited “999 months” because Zurich employees can carry forward and use their vacation till they get terminated / retirement.Note: Under the Validity Interval section. Deduction from should be in “Start of validity interval” and Deduction to should be in “End of Validity interval”.31 Use Define Generation Rules for Quota Type Selection In this step.

Make the following entries ESG PSG PSG for Time Rec 01 01 Quota Group Rule Name of Rule Absc. Quota Type 01 01 Quota Text Start Date End Date 1 2 50 50 01 01 001 001 Annual leave accrual Annual leave accrual Annual Leave Entitlement Annual Leave Entitlement 01/01/1990 01/01/1990 12/31/9999 12/31/9999 Accrual Period Tab: Base Entitlement Tab: Page 35 of 59 .

Accrual Entitlement Tab: Page 36 of 59 .

Transfer Time Tab: Total Entitlement Tab: Page 37 of 59 .

but is determined by the Counting rule for attendance/absences that is assigned to an attendance/absence type. you define the rules according to which attendances and absences are to be deducted from the attendance/absence quotas. 2.1. Deduction rules used for deducting quotas until existing entitlement is used up. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO 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  Define Deduction Rules for Absence Quotas Make the following entries: Page 38 of 59 . There are two variants of these counting rules: 1.2.2.32 Use Define Deduction Rules for Absence and Attendance Quotas In this step. Quota deduction does not depend on individual attendance/absence types. Deduction rules used for deducting quotas over and above the existing entitlement when the quota named in bullet point #1) is used up.

Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO 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  Define Deduction Rules for Absence Quotas Assign Deduction Rules to the corresponding Counting Rule Page 39 of 59 .1.2. you can also specify a deduction rule for all quota types for which the corresponding infotype records can be deducted over and above the entitlement..2.33 Use Assign Deduction Rules to Counting Rules In this step. you assign quota deduction rules to counting rules. As well as a deduction rule for deducting the employee's quotas with an entitlement greater than 0. All absences and attendances with quota deduction that are counted using the selected counting rule are processed using these deduction rules.

Page 40 of 59 .

Table below illustrates the configuration factors for each data entry profile. Page 41 of 59 .2.2./Abs Type Service Activity Service ID Project Description Project Subobject Working week Below are the screenshots for each DATA ENTRY PROFILE in HCMS. 3. These Data Entry profiles are valid globally.2. Any country specific profiles needs to be created seperately.1 Set up Data Entry Profiles Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Cross-Application Components Time Sheet  Specific Settings for CATS Regular CATS Regular Record Working Time  Set Up Data Entry Profiles 2. Band: Location: Org: Description: CVR Parameter: Approval Workflow: Worklist section: Profile 1 D-G ALL (Global) All non-IT With Clock times in Daily view Z99_PRF1 Yes Project Project Description Project Subobject Att.1. Profile No. Z99_PRF2. Z99_PRF3 have been created./Abs Type Project Description Project Subobject Working week Profile 2 D-G ALL (Global) IT only With Clock times in Daily view Z99_PRF2 Yes Project Project Description Project Subobject Att.1./Abs Type Service Activity Service ID Project Description Project Subobject Working week Data Entry Section: Profile 3 A-C ALL (Global) All No Clock in /out & No Approval Workflow Z99_PRF3 No Project Project Description Project Subobject Att.34.34 Cross Application Time Sheet (CATS) 2. Data Entry Profile Z99_PRF1.

Z99_PRF1: Page 42 of 59 .

Z99_PRF2: Page 43 of 59 .

Z99_PRF3: Page 44 of 59 .

2. Z99_PRF2 and Z99_PRF3. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Cross-Application Components Time Sheet  Specific Settings for CATS Regular CATS Regular Record Working Time  Define Field Selection 2. Z99_PRF3) Define the Worklist and Data entry section for data entry profiles Z99_PRF1. Screen Group: Influencing fields : Modifiable fields ID of Project Subobject Worklist Data Entry Profile Field name CATSW-CPR_OBJGEXTID Input Z99_PRF1 X Input Z99_PRF2 X Input Z99_PRF3 X Page 45 of 59 .2. All fields should be set to ‘Hide’ except those shown below. Choose the Influencing icon and enter the Profile name in the contents field as listed below. Press Enter. Z99_PRF2. Procedure 1.1. Double-click on Worklist in the screen group section.34.2 Use Define Field Selection (Z99_PRF1.

3 Procedure Select Allowed Absence Types 1./Absence type ID of Project Subobject Project Project Description Project Subobject Data entry section Data Entry Profile Field name CATS_ADDFI-FIELD1 CATS_ADDFI-FIELD2 CATSD-AWART CATSDCPR_OBJGEXTID CATSD-CPR_EXTID CATSFIELDS-CPR_TEXT CATSFIELDSCPR_OBJTEXT X X X X X Input Z99_PRF1 Input Z99_PRF2 X X X X X X X Input Z99_PRF3 X X X X X X X 2. Page 46 of 59 .34.2. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Cross-Application Components Time Sheet  Specific Settings for CATS Regular CATS Regular Record Working Time  Select Allowed Absence Types 2. Screen Group: Influencing fields : Modifiable fields Additional field 1 Additional field 2 Att. The following entriy is hidden for PSG 50.Project Project Description Project Subobject CATSW-CPR_EXTID CATSW-CPR_TEXT CATSW-CPR_OBJTEXT X X X X X X X X X 3. This entry (Unpaid Leave) will not be shown to the employee in ESS under the CATS timesheet since this is a process related absence and will be initiated by HR in R/3. Save your data and then select this Screen Group and Influencing fields to make the following entries in the Data Entry Section: All fields should be set to ‘Hide’ except those shown below.1.

Page 47 of 59 .1.2.2.4 Procedure Approval Views 1.34. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Cross-Application Components Time Sheet  Specific Settings for CATS Regular CATS Regular Approve Working Time SAP_LINE (Approval by Line Manager) is the approval view that has been used Globally.

2. and to update attendance and absence quotas. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Settings  Set Personnel Subarea Groupings for Time Recording Make the following entry: Personnel area 0014 0015 0016 0016 0016 Personnel subarea 0001 0001 0001 0007 9000 PS grouping for Time Recording 01 01 01 01 01 Page 48 of 59 . The system uses the results of time evaluation to form time balances and time wage types.2.1.35 Use Time Evaluation Time evaluation evaluates the attendance and absence times that have been recorded for or by your employees.

Balances which have been formed in time evaluation from absence and attendance times are written to time types. Time types represent a semantic summary of periods of time.2. you make the settings which form the basis of time evaluation. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Settings  Group Employee Subgroups for the Personnel Calculation Rule Make the following entry: Country grouping : 02 EE Group Name of EE group EE Subgroup Name of EE Subgroup ESG for PCR ESG for CAP Page 49 of 59 . A time type and processing type are assigned to the time pairs in the course of further processing. The processing type indicates how the time pair should be processed in wage type generation. The system forms time pairs from the recorded time data in time evalation. You should define employee groupings for the time evaluation rule in order to set different regulations for different groups of employees.1.2.36 Use Time Evaluation Settings In this section.

37 Use Define Time Types In this step. Time types are semantic groupings of time spans. They determine whether balances should be cumulated in a particular time type on a daily or monthly basis. you define time types. The balances formed in time evaluation are posted to time types. and period balances for your company.CH Start Date 01/01/1990 01/01/1990 01/01/1901 End Date 12/31/9999 12/31/9999 12/31/9999 Page 50 of 59 . Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Settings  Define Time Types Make the following entry: PS Grpg 01 01 01 Time Type ZABE ZAIT ZALC Time Type Description Adjusted BE per month Acc/Illness leave counter Annual Leave Credit .1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Full Time Salary Reg Part Time Salary Reg Part Time Salary Reg Part Time A1 A2 B1 B2 C1 C2 D1 E1 E2 F1 F2 F5 A1 A2 B1 Executive Committee Executive Board Executive Expert Sr Professional-D Sr Professional-SVP Adv Professional Professional Grad Professional Associate Apprentice Graduate Associate Executive Committee Executive Board Executive 2 2 2 2 2 2 3 3 3 3 3 3 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 2 2 2 2.1. day balances.2.

/Abs Type 1000 2000 2100 2200 2210 2220 2230 2240 2250 2260 2270 A/A type Text Vacation (Annual Leave) Illness Accident Maternity Leave Paternity Leave Adoption Activity expert/speaker Military Service Public duties Paid Leave (Empl Related) Paid Leave (Fmly Related) 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 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 03 03 03 03 03 03 03 03 03 03 03 P/T 01 01 01 01 01 01 01 01 01 01 01 Page 51 of 59 . which specifies which functions should be processed. You can store additional rules for certain functions. which influence their result.2.01 01 01 01 ZCON ZCPC ZMON ZUCT Annual Leave Constant Current EMPCT Remaining month leave Unpaid Leave Counter 01/01/1901 01/01/1990 01/01/1901 01/01/1990 12/31/9999 12/31/9999 12/31/9999 12/31/9999 2. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Data Processing  Assign Time Types and Processing Types  Determine Processing Type/Time Type Class for Absence Make the following entry: PS Grpg 50 50 50 50 50 50 50 50 50 50 50 Att.38 Use Time Evaluation Without Clock Times In this section. you set up time evaluation according to the particular requirements of your company..1. The time evaluation program is controlled by a schema. The functions are processed sequentially.

The assignment is made according to the processing type/ time type class and the pair type allocated to the imported times.2.1. The time types are the smallest units used later to cumulate the main time balances in the section on balance formation.40 Use Assign Processing Type and Time Type Group the absence/attendance types by assigning them appropriate values in the processing type/time type class./Abs Type 2001 2006 9001 9002 A/A type Text Actual hours worked Training/Courses Project Activity Service Activity 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 Class 01 01 01 01 P/T 01 01 04 04 2.1.50 50 50 50 2280 2290 3000 4000 Agreed regular day off Social service work Unpaid Leave Time Compensation 01/01/1990 01/01/1990 01/01/1990 01/01/1990 12/31/9999 12/31/9999 12/31/9999 12/31/9999 03 03 02 03 01 01 02 03 2.2. Procedure Page 52 of 59 . Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Data Processing  Assign Time Types and Processing Types  Determine Processing Type/Time Type Class for Attendance Make the following entry: PS Grpg 50 50 50 50 Att.39 Use Determine Processing Type/Time Type Class for Attendance Function TYPES reads the processing type and time type table and assigns a time type and processing type to the imported time data.

you determine how time wage types are generated from time pairs.41 Use Time Wage Type Selection and Overtime Compensation In this section. In the schema. Define the rules for assigning time wage types to time pairs. the assignment depends on the processing class of the time pairs. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Wage Type Selection and Overtime Compensation  Define Generation Rules Page 53 of 59 . insert the function which makes the assignment according to the rules defined.Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Without Clock Times  Time Data Processing  Assign Time Types and Processing Types  Assign Time Types and Processing Types Make the following entry: 2.2. The time wage types are used later in payroll.1.

Type ZALC Time Transfer type Text Vacation Balance Start Date 01/01/1901 End Date 12/31/9999 Time Type ZALC CON Page 54 of 59 .42 Use Processing Balances In Assign time types and processing types.2. you assigned a time type to the recorded time data. Balances are now formed by cumulating these units. You can also transfer and adjust balances. The balances are maintained in the day balance table TES. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Without Clock Times  Processing Balances  Time Transfer  Define Time Transfer Types Make the followiing entries.1. PS Grpg 01 Tr.2.

1.2.00 01 0002 1 50 01 + 100.00 01 0002 2 50 01 + 100.00 2.2.1. PS Grpg 01 Tr. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Time Management  Time Evaluation  Time Evaluation Without Clock Times  Processing Balances  Time Transfer  Define Specifications for Transfer to Absence Quotas Make the followiing entries. Type 0001 Time Transfer type Text Transfer remaining quota Transfer remaining quota Leave from previous year Leave from previous year ESG Grpg 1 PSG 50 AQ Type 01 Quota Text Annual Leave Entitlement Annual Leave Entitlement Annual Leave Entitlement Annual Leave Entitlement +/+ % 100.00 01 0001 2 50 01 + 100. you determine the absence quotas to which a certain time transfer type should be transferred.01 01 01 01 0005 0001 0002 0003 Revision: Flex balance Transfer remaining quota Leave from previous year Productive Hours 01/01/1901 01/01/1900 01/01/1900 01/01/1900 12/31/9999 12/31/9999 12/31/9999 12/31/9999 0094 0095 0050 2.44 Use Schema ZG99 Page 55 of 59 .43 Use Define Specifications for Transfer to Absence Quotas In this step.

PE01 C:\Docum ents and Settings\s9twwe\Desktop\Swiss\Schem ZG99.2. the emphasis is on the length of time between the postings and not on the times at which the postings were made.XLS a 2. The aim is to form time balances and time wage types from the time data. ZG99 caters both for negative time recording (recording of exceptions to the work schedule) and positive time recording (recording all attendances or actual times). ZG99 is intended as an alternative to the other time evaluation schemas (for example. Only specifications such as planned hours and minimum daily working time are evaluated from the daily work schedule. schema TM00. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu Make the followiing entries. You can use schema ZG99 to process attendances and absences that specify a number of hours only. rather than concrete start and end times. Procedure Access the activity using one of the following navigation options: Transaction Code IMG Menu The List of “Z” pcrs used for Switzerland: PE02 ZAID ZAQA MOD MOD Quota Adjustment based on Additional Time Indicator .1. When processing clock-in/out times. PCR consists of functions and operations and are therefore used to develop or generate any specific requirements pertaining to enterprise structure and personnel structure.Schema ZG99 is used for the evaluation of time data. The times stipulated in the daily work schedule are not relevant. and not as clock-in and clock-out times.) The prerequisites and objectives of schema ZG99 are as follows: Recording time data: The time worked by the employee is recorded in the Attendances infotype (2002).Zurich Generate Quota for Corporate band A Page 56 of 59 .45 Use Personnel Calculation Rules Personnel Calcualtion Rules (PCR) are used to to meet the client’s complex requirements that cannot be done through standard configuration.

balances after the time evaluation has been run successfully.46 Payroll Constant Table T511K – Country grouping .Zurich Reduce Absence Quota if there is Illness/Accident . The results will be shown based on the entries in cluster B2.1. This will display the results. 2.02 Z0020 Z2099 Z2139 Z4049 Z5099 Age between 0-20 Corporate Band A . Page 57 of 59 .1.Global: Define Groupings Determine groupings Processing Absences with Compensation Time Prorate Quotas for Part-time Employees .Zurich (IT 0007 Change) Generate Quota for Corporate bands B-F Generate Quota for Corporate bands B-F Generate Quota for ESG Groupings Creating Daily Totals (Using T555Y) Calculates flextime balance Flextime Balance (per Payroll Period) Quota accrual during termination Reduce Absence Quota if there is Accident/Illness .Zurich Reduce Absence Quota if there is an Unpaid Leave 2.2.Zurich Reduce Absence Quota if there is an Unpaid Leave .47 Use Time Statement The time statement is used to view the time entries entered by the employees and / approved by the managers.2.All age Age between 21-39 Age between 40-49 Age between 50-99 1/1/1985 1/1/1985 1/1/1985 1/1/1985 1/1/1985 12/31/9999 12/31/9999 12/31/9999 12/31/9999 12/31/9999 27 35 25 27 30 The above constants are used in the PCR and Schema to calculate employee’s absence quotas.ZFCO ZG02 ZGG0 ZM02 ZP20 ZPT1 ZQT1 ZQTA ZQTG ZR11 ZR30 ZR90 ZTER ZUL0 ZUL1 ZUL2 ZULC MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD MOD Flextime carry forward Check for Country = CH and Date is >= 6/1/2009 (Go Live date) Swiss Re .

Note: Custom development has been made to show the employee’s time statament in the MSS. Page 58 of 59 . Access the activity using following navigation options: Transaction Code IMG Menu HRFORMS Time Management  Time Evaluation  Evaluations and the Time Management Pool  Time Statement Form  Time Statement Form with HR Forms Workplace  Set Up the Time Statement Form Using the HR Forms Workplace Country Grouping: 02 (Switzerland) HR Form Name: “ZTM_STMT_ZURICH” The feature maitained for the Time Statement is “HRFOR”.Procedure This has been created to enable all the employees and Managers in Zurich to view their and their subordinates time statement in the ESS / MSS.

CONCLUSION For further details.com/ 2.sap.service. please refer to the following links: 1.com Page 59 of 59 . www.sap. http://help.