Cda - HCM User Manual

CDA HCM ALL PROCESS
SAP User Manual Document for CDA

Cuttack Development Authority
HCM (ALL) PROCESS
Module: HCM
Created By SANDEEP MOHAPATRA & KAMALATA KHATAI
Reviewed By SHAILENDRA DIWEDI & ABHIJEET NANDI

HCM User Manual
Table of Contents
1. Introduction to SAP.....................................................................................................................................3
1.1.1 What is transaction code and what are the important transaction codes are there in HCM..........9
2 ORGANIZATION MANAGEMENT..................................................................................................................9
3 PERSONNEL ADMINISTRATION..................................................................................................................15
3.1 Displaying Info types.............................................................................................................................15
3.1.1 Using Subtypes..................................................................................................................................15
3.1.2 Important Info Types in Personnel Administration........................................................................15
3.12 TRANSACTION CODE – PA30.............................................................................................................27
3.14 INFOTYPE – 0002 (PERSONNEL DATA)...............................................................................................29
3.15 INFOTYPE – 0006 (Employee Address)..............................................................................................30
3.16 INFOTYPE – 0021(Family Member Details)........................................................................................31
3.17 Infotype 0022—Education.................................................................................................................33
3.18 Infotype 0041—Date Specifications..................................................................................................33
INFOTYPE – 0105 (Communication Details)..................................................................................................34
4 TIME MANAGEMEMENT...........................................................................................................................37
4.1 INFOTYPE – 0007 (Planned Working Time)........................................................................................37
4.2 INFOTYPE – 2001 (Create Absence/Leaves)......................................................................................38
4.3 Infotype 2006—Absence Quotas.......................................................................................................38
5 PAYROLL................................................................................................................................................39
5.1 Mandatory Payroll Infotypes….................................................................................................................38
5.2 Maintain Masterdata…............................................................................................................................39
5.3 Payroll Status infotypes…........................................................................................................................39
5.4 Basic pay...............................................................................................................................................41
5.4.1 Wage Types…...........................................................................................................................................41
5.5 Recurring Payment & Deduction...........................................................................................................42
5.6 Create Recurring Payment & Deduction................................................................................................42
5.7 Additional Payment & Deduction.........................................................................................................43
5.8 Provident Fund.....................................................................................................................................44
5.9 Other Statutory Deduction....................................................................................................................45
5.10 Other Statutory Deduction....................................................................................................................46
5.11 Payroll Area…..........................................................................................................................................47
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5.12 Check Payroll Result...............................................................................................................................55

5.13 Corrections…............................................................................................................................................55
5.14 Exit Payroll..............................................................................................................................................55
5.15 Posting To Finance..................................................................................................................................56
5.16 Checking Of FI Integration......................................................................................................................60
6 All Zreports…............................................................................................................................................62
6.1 Paybill Report.........................................................................................................................................62
6.2 Abstract Report.......................................................................................................................................63
6.3 Quarter Rent Report................................................................................................................................64
6.4 Vehicle Charge Report...............................................................................................................................65
6.5 Professional Tax Report...........................................................................................................................66
6.6 Bank Credit Report..................................................................................................................................67
6.7 ECR Report.................................................................................................................................................68
6.8 LPC Report...............................................................................................................................................69
6.9 NDC Report................................................................................................................................................70
6.10 NPS Report..............................................................................................................................................71
6.11 ZHR Master..............................................................................................................................................72
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1. Introduction to SAP:
1.1. How to logon to SAP R/3
Switch on your computer you can see SAP Icon on your DesktopDouble click on
SAPlogon
You will get a mini screen which contains servers” names
Enter User I.D. Which was provided to you by Basis team, enter password, enter language
“EN” and press on enter button.
First time log on
The first time that you log on you will be promoted to change your password (the new
Password dialogue box will be displayed.
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1.1.1 What is transaction code and what are the important transaction
codes are there in HCM?
Sequence of characters that identifies a transaction in the SAP System A transaction code can
contain up to 20 characters and should always begin with a letter. Permitted characters are letters
from A to Z, numbers from 0 to 9, and the underscore. To call a transaction, you enter the
transaction code in the command field and choose Enter.
2 ORGANIZATION MANAGEMENT
How to create an organization structure?
2.1 Organization unit
Step-1
SAP Transaction Code-PP01
Step-2
Input Data
1. Plan version - Current Plan
2. Object Type - Organizational Unit
3. Object ID - User Specific (External and Internal)
4. Select Date (St. Date and End. Date)
5. Select Object
6. Click Create (Create)
Step-3
Output / Actual Result
Organization Unit (O) will be created and System will ask to maintain the relationship. Organization Structure
will be displayed under "PPOM_OLD"
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2.2 Create a Position
Step-1
Step-2
Input Data
1. Plan version - Current Plan
2. Object Type - Organizational Unit
5. Select Object
Step-3
Position (S) will be created and System will ask to maintain the relationship. Positions will be displayed under
"PPOM_OLD" (Staff Assignment.
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2.3 Cost Center Assignment
Step-1
Step-2
Input Data
1. Plan version – Current plan
2. Object Type – Organization Unit
5. Select Object
7. Relationship Type: 011
8. Type of related object: Cost Center
9. Click save
Step-3

Cost Center (K) will be assigned with the related Organization Unit and It can be view from "Overview" option
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3 PERSONNEL ADMINISTRATION
Infotypes:
Info types are one of the most important constructs within SAP ERP Human Capital Management
(SAP ERP HCM). SAP describes info types as “units of information in the Human Resource
Management system.” Put another way, info types allow us to store, access, and viewHR
information for employees, positions, jobs, organizational units, or other “objects” defined within
the system. It’s SAP’s way of describing the important data elements within the HR system
(standard or otherwise). Without info types, we couldn’t log employee actions on the employee,
pay/compensate employees, or report against employees; we couldn’t maintain information
against the organizational structure, process a mass reorganization, or report against any
organizational data.
Info types are organized by module: Personnel Administration (PA) or Organizational
Management (OM), which is also called Personnel Development (PD). Other modules such
asTime Management (PT) and Payroll (PY) are supported by info types. It is one of the most
common constructs that spans modules within SAP ERP HCM.
3.1 Displaying Info types
For end users of SAP, Transaction PA20 (Display HR Master Data) is available to display thesePA
info types . Info types are listed by tab but can also be directly accessed by entering the info type
number in the Info type dropdown within the Direct selection area of the screen. From this
screen, the information can be displayed one record at a time (by highlighting the glasses icon)
or viewed in an overview (by using the mountain and moon icon).
3.1.1 Using Subtypes
An info type can have one or more subtypes, which subdivide info type records. Two subtypes
within one info type can have differing time constraints. Subtypes also form an important part
of the security design because authorizations can also be distinguished (and provisioned)by
subtype within an info type.
3.1.2 Important Info Types in Personnel Administration
0000 – Personnel Actions
0001 – Organizational Assignment
0002 - Personal Data
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0006 – Addresses
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0021 – Family Details
0022 – Education
0041 – Date
Specifications 0105-
Communication 0185-
Personal Id’s
3.2 JOINING
SAP Transaction Code-PA40
Step-2
Input Data
1 Personnel Number: Enter Personnel Number (User Specific - External/Internal).

2 From: Enter the date of Action
3 Select the Action Type: Joining
4 Click: Execute.
5 System will ask all related information to hire an employee
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Select Joining from the list for newly hire an employee like that for other type of
Actions also chooses the respective actions from the list. Give the start date of Action and
Reason for Action Don’t give any personnel number because Personnel number will come
automatically
Then Fill all Required Fields Like Position No, Personal Area, Employee Group, and Employee
Grade, and then save the entry it will take you to another Screen.
3.3 Probation
Step-1
Step-2
Input Data
3 Select the Action Type: Probation
4 Click: Execute.
5 System will ask all related information to hire an employee.
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3.4 Conformation
Step-1
Step-2
Data input
3 Click: Execute. System will ask all related information to hire an Employee
4 Select the Action Type: Conformation
5 Click: Execute.
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3.5 Increment
Step-1
Step-2
Data input
4 Select the Action Type: Increment
5 Click: Execute.
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3.6 Transfer
Step-1
Step-2
Data input
4 Select the Action Type: Transfer
5 Click: Execute.
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3.7 Promotion
Step-1
Step-2
Data input
4 Select the Action Type: Promotion
5 Click: Execute.
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3.8 Retirement
Step-1
Step-2
Data input
4 Select the Action Type: Retirement
5 Click: Execute.
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3.9 Suspension
Step-1
Step-2
Data input
4 Select the Action Type: Suspension
5 Click: Execute.
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3.10 Suspension
Step-1
Step-2
Data input
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4 Select the Action Type: Suspension
5 Click: Execute.
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3.11 Termination
Step-1
Step-2
Data input
4 Select the Action Type: Termination
5 Click: Execute.
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3.12 TRANSACTION CODE – PA30
3.13 Info type 0001—

Organizational Assignment
You use info type 0001 to maintain the enterprise structure, personnel structure, and
organizational plan of the employee. This info type has The data in the fields of the Enterprise
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structure area (Company Code, Personnel Area,) and the Personnel structure (EE group, EE
subgroup) are prefilled from info type 0000 (Actions). You can maintain or edit these values by
running a personnel action. The value in the field Personal Sub Area has to maintain here and
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then Payroll Area, can be overwritten, as well.
This the Info type where Integration between Personnel Administration and Organizational
Management will happen through Position and Org Unit Key.
Also, this info type will link with FICO Module when we will maintain Cost Centre of the
employee.
As Per APTRANSCO Requirement, vacant position will derive from the Position drop down when
the position is being maintained with the respective Personnel Area. Hence user is requested to
update Personnel Area first then the vacant positions will be shown in the positiondrop down.
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3.14 INFOTYPE – 0002 (PERSONNEL DATA)
Gender and Date of Birth are

Required Fields which need to be
maintain
Give Employees Marriage and

Religion Details
You use info type 0002 to store data related to an employee’s Personal Details. This info type
also has a time constraint 1, meaning this info type must exist in the system at all times, from
the date the employee is hired.
In this Info type Other than employee’s Name you have to maintain His / Her Date of Birth,
Place of Birth, Gender, Marital Status, Country, State/Region, Child Details, Religion,
Nationality, Title etc.
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As per the APTRANSCO requirement, the fields: Caste, Sub caste, Region, Native District,Local
District, Home town fields can be maintained.
3.15 INFOTYPE – 0006 (Employee Address)
This info type is used to store and maintain the address of the employee, it has different Sub type
each subtype will have a start date and end date validity period. This helps you delimit address
types based on your requirements. For example, for subtype 1 (Permanent Residence),you can
set the end date as 31-12-9999 (SAP-delivered perpetual end date).
This info type has entry screens corresponding to the country version. Which country screen is
displayed to you depends on the data in the Country field, maintained in the Organizational
Assignment info type (0001).
Here Postal Code is Six Digit and do not forget to give the City detail these two fields are required
fields so compulsory you have to fill these fields otherwise system will through an error.
Other than the Address here some options are there like your Country Key and Land Line
phone Number etc. to get some detail information.
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3.16 INFOTYPE – 0021(Family Member Details)
This info type is used to record an employee’s family members, dependents, and other related
persons in the SAP system.
When you create a record using the employees’ data, SAP will default values for the following
fields: Last name, Gender, Name prefix (where available), and Nationality. The following are
common subtypes associated with this info type:Subtypes:
1 Spouse
11 Father
12 Mother
2 Child
20 Father in law
21 Mother-in-law
22 Daughter-in-law
23 Grand Daughter
24 WIDOWED DAUGHTER
25 GRAND SON
26 STEP-DAUGHTER
27 STEP-SON
28 SISTER
29 UN MARRIED SISTER
30 WIDOW SISTER
31 YOUNGER BROTHER
32 GRAND MOTHER
33 UNCLE
34 AUNTY
35 YOUNGER SISTER
Here give the dependents details of the employee if married give his spouses details or can give
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Father’s, children’s detail etc. click on subtype you will get the list and fill all the Required Fields
like Date of Birth, Gender place of Birth Etc.
Here Last Name will come

automatically just give first
name and Date of birth of
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dependents
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As per APTRANSCO requirement additional fields have been provided to update whether the
family member is employed or dependent. By default, it would be as dependent. Select the
radio button Employed in case the family member is Employed. Other fields are populated when
the dependent is employed as shown below:
Update with the appropriate data.
3.17 Infotype 0022—Education

This info type is used to record and maintain the employee’s educational details When you create a new record,
you can enter details of the educational establishment (e.g., a primary school, college, university, etc.), as well the
name and location of the educational institution.While creating the info type record, you can also maintain the
field native district with appropriate input. Create Education Details for an Employee.
Maintain the Subject and Institution/Location Name and the Selectone option from Certificate field
Select on option list

Option of education
details
Maintain the Subject and Institution

location name and select one option from
Certificate field.
3.18 Infotype 0041—Date Specifications
In this info type you store information related to important dates concerning an employee. In
the field Date type, you choose the type of information that you want to store. For every date
type, you’re required to enter data in the Date field. Some of the date types that can be
maintained are Date of Joining, Date Of Commencement of Probation, Date of Completion of
Probation and so on.
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As per OLIC requirement the below end date provided select date type which you
which you give the specific date in the date field
86-Date of joining
INFOTYPE – 0105 (Communication Details)
This info type is used to store and maintain the communication details of the employee.
Maintain employee Communication details like User ID, Cell Number and Email ID etc
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3.20 INFOTYPE – 0185 (PERSONNEL ID’S)

Different type of IDs we have to maintain for an employee like
PAN Number, TAN Number, Aadhar ID, UAN Number, PPO Number, Passport Number and soon.
Select Info type 0185 in PA30 and then select subtype what type of ID details you want
tomaintain Give ID Type and ID Number in the appropriate field.
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4 TIME MANAGEMEMENT
4.1 INFOTYPE – 0007
(Planned Working Time)
You use this info type to assign work schedule rules to the employees. The Work schedule rule
area, you maintain the daily working times of the employees in your organization. The
assignment of the work schedule rule in this info type determines the plannedworking time of
the individual employee. The planned working times of the employee can be individually
modified (i.e., applicable only to this employee) in this info type.
In the data entry screen of this info type, you can maintain the following primary
fields:Work schedule rule You assign the work schedule rule to the employee. Time
Mgmt. status If the employee time data is calculated using Time Evaluation, then you
must enter a value in the field. If the field is blank, then the employee won’t be
included in theTime Evaluation calculation.
Shift rule from the list and Enter/ Save
In this info type, you determine on which day of the week and at what time the workweek
begins for the employee. The duration of the workweek is also maintained in this infotype. This
is the Info type where integration between PA and Time Management will happen.
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4.2 INFOTYPE – 2001 (Create Absence/Leaves)
You can use this info type to record and maintain employee absences.
Note that when you create an absence record, the number of absence days is automatically
calculated by the system. The employee’s planned working time and days off are taken into
consideration while calculating the number of absences days. The system will also display a
warning or error message if the begin date, end date, or the validity period of the absence
record falls on an employee’s day off.
provide here from and to Date

of Leave applied by employee
4.3 Infotype 2006—Absence Quotas
You can use this info type to record and maintain absence quotas for employees. Under certain
circumstances, an employee is allowed to take absences only if the employee has been assigned
absence quotas with specific time periods for these absence types. When you create an absence
type record for the employee, the system will check whether sufficient quotas are available for
the employee. The record will be rejected if sufficient quotas aren’t available. If a record is
accepted and saved, the system will automatically update the appropriate absence quota for
the employee.
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5 PAYROLL
This component to calculate the remuneration for work done for each employee, but consists of a variety
Process that becoming increasingly important due to the employee increase obligation to supply benefit and
medical welfare.
Payroll can be integrated in personnel administration, time management, incentive wage types and
accounting.
The payroll process comprises of the following function
1 Maintain PA/ Payroll infotypes
2 Payroll data
3 Run Payroll (Simulation and Live)
4 Generate Remuneration statement
5 Platform bank transfer
6 Posting to accounting
7 Generate payroll reports
5.1 Mandatory Payroll infotypes

0003- Payroll
Status 0008-Basic
Pay 0009-Bank
Details
0014-Recurring payment and deduction
0015-Additional payment and deduction
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0045-Loan
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0267-Off-cycle Payroll
0588- Other statutory deduction
0587-Provident fund
5.2 Maintain Master data

The payroll division is responsible for making changes to the master data of employees when there are
changes in the employee’s bank details tax information etc. They are also responsible for incorporating all
required deduction are payments. Information for employees is maintain through a series of infotype
That contain the payroll related information.
Change to the employee record can be maintain using the following menu path:
Menu Path: Human Resource, Personnel Management, Administration, Maintain master data
Transaction code PA30
5.3 Payroll status infotype 0003

The payroll status infotype (0003) is usually updated by system. However, the payroll office can be manually
edit an employee status. The following possibilities exit to edit the payroll status infotype (0003)
We can edit the earliest possible personal retroactive accounting date and run payroll up to no longer run
payroll field, as well as the personnel number lock indicator.
Menu path: Human Resource, Personnel Management, Administration, maintain masterdata enter3 in the
infotype field, select the change icon
Transation Code:PA30
Enter 3 in the infotype field, Select the change icon.
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Make the change appropriate change is given below at field at follows

Earl. Pers. RA field (Earliest personnel retro accounting)-Change the date if required preventing retroactive
payroll prior to certain date.
Run payroll up to – Enter a date here if the person been terminated and you wish a payroll.
The must date be within an inactive period of the employee.
Do not enter after account-Enter the final date of to which payroll run for this employee. This must be in
active Period.
Personnel number lock- Click the box to stop payroll for running for this employee.
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5.4 Basic pay

All employee’s Basic pay is in the stored in the infotype-0008.We can process the basic pay (0008) own it’s or
during the personnel action. The standard pay wage type is used to assigned the collective agreed provision
(CAP) and fixed salary to an employee. It is therefore entered as a dialog wage type in the Basic pay infotype
(0008).
The total gross amount wage type is used cumulate all wages type that belongs to an employee total gross
amount. It is therefore generated as a secondary wage type by the system during the payroll run.
5.4.1 Wage type

Payroll and personnel administration object used to difference monetary account o time unit that are used
difference way to calculate the employee remuneration. In the SAP system monetary account or time unit
that server business purpose and time are processed in different ways during the payroll the delimit from
one to another using wage type:
a. Primary wage types include
Primary wage types include:

Dialog wage type enter when maintaining master data in the infotype. Time wage types that the system
forms using the time in formation.
b. Secondary wage type

Secondary wage type is the technical wage type by a generated the system during the payroll run.
This wage type is used for the different proposes in the SAP system.
 A wage type is typically evaluated with a monetary amount that should be paid out to the
employee or withhold.
 It can also be used to cumulated several amounts for statical evaluation.
 It can be used by the system in payroll to temporarily store interim result, and to move from
one step to the next time.
The business task of a wage type determines whether it is entered online or is generated by system and how
it is processed during the payroll run.
1 Choose the menu path> Human Resources>Personnel Management>Administration>HR
Master data>Maintain master data. Maintain HR masterdata or Personnel action screen.
2 Check the enter from the collective agreement. If necessary, change the pay scale structure assignment.
3 Check the default wage types from the wage type model.
4 Enter an amount for directly valuated wage types with on values enter in amount number and unit
field are not saved.
5 If save enter a number and unit for indirectly valuated wage type for example for a wage type whose
amount is calculated as a percentage of some of other wage types. The amount of the indirectly valuated
wage type is only displayed but it is not saved. If you customize setting specified the indirect valuation is
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only valid until a date prior to the validity end date of the infotype record in basic pay infotype (0008)
and appropriate massage will be displayed. If this is the case you can renter the date which record must
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be created for the employee in the planned working time (0007) wage type must be overwritten because
indirect valuation is therefore be lost you can enter the maximum for twenty wages type each employee.
If you customize setting permit fewer wage types fewer line will be available.
6 If necessary, wage type delete any default wage type that are not required.
5.5 Recurring Payment & deduction

Recurring payment and deduction (Infotype0014) is used to create recurring deduction and payment that
needs
To be made from employee pay check at interval at which the employee paycheck which difference from the
interval at which the employee is paid.
5.6 Create Recurring Payment & deduction

Use this transaction to record a recurring payment and deduction and or payment wage type on 0014.
1 Trigger
Perform is procedure:
When an existing recurring payment and deduction wage type need to be recorded or to be reviewed.
2 Prerequisites
-None
3 Manu path
-Select Human resource > Personnel Management>HR Master data infotype 0014 subtype wage type
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5.7 Additional payment deduction (0015)
1 Propose
Use this transaction to record to additional payment wage type 0015
2 Trigger
Perform this procedure:
When a exiting additional payment wage type need to recorded to be reviewed.
3 Prerequisites
None
4 Menu path
Use the following menu path(s) to being this traction:
Select Human Resource, Personnel Management, HR master data, infotype 0015 subtype (wage type)
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Procedure
5 Start the transition using the menu path transaction code maintain HR masterdata
Enter 15 in infotype field>Select create icon
5.8 Provident fund 0587
1 Propose
Use this transaction to record to provident fund 0587
2 Trigger
Perform this procedure:
When a exiting provident fund wage type need to recorded to be reviewed.
3 Prerequisites
None
4 Menu path
Use the following menu path(s) to being this traction:
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Select Human Resource, Personnel Management, HR master data, infotype 0587 (wage type)
5.9 Other statutory deduction (0588)
1 Transaction Desc. - Maintain Other Statutory Deductions IT0588.

2 SAP Transaction Code- PA20 - Overview & Display PA30-Create, Edit, Delete, Delimit, Copy,
Overview and Display.
3 Data input- Personnel Number: Enter Personnel Number
4 Select: Start date and End Date
Select: Infotype-0588 Update the wage types Maintain the Information.
Click: Save.
5 Output / Actual Result- Employees basic salary can be updated and salary can be processed.
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6 Subtype-0003-Professional Tax
5.10 Other statutory deduction (0588)
1 Transaction Desc. - Maintain Other Statutory Deductions IT0588.

2 SAP Transaction Code- PA20 - Overview & Display PA30-Create, Edit, Delete, Delimit, Copy, Overview and
Display.
3 Data input- Personnel Number: Enter Personnel
Number Select: Start date and End Date
Select: Infotype-0588 Update the wage types Maintain the Information.
Click: Save.
4 Output / Actual Result- Employees basic salary can be updated and salary can be processed.
5 Subtype-0008-Income Tax
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5.11 Payroll Area
Grouping of employees for whom payroll accounting performed at the same time and also set the dates
for a particular period. (Note employee form different employee group/sub groups can belong to a particular
payroll area.
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5.12 Payroll control record

This coordinates the difference stage of payroll accounting. For each Payroll Area we have to create control
record the importance of the control is as follows:
1 Locks the master data and time so changes cannot be made during the payroll process.
2 Lock is valid for payroll past and present.
3 Change can be done for payroll future only
Function is the menu Control record
Release Payroll
Release for
Yes
Start Payroll
Release for
Run pay
roll ok?
Exit payroll Corrections

End of Release for
Subsequent activity in payroll
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1) Check the control record status: Before running the actual payroll run we first have to check whether the
payroll result and exited for the previous period otherwise we cannot run the payroll period. In the order
to check this follow the step below for the previous period.
Goto enters the payroll area 01
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2) Click on change
3) In the control record to the payroll period is previous period and the status of control record of release
payroll when then we have to exit payroll for the previous month otherwise, we cannot run the payroll
for the current period. To exit to click on exit payroll bottom and save.
4) After saving the control Record again click on change for the control record and click on release for
payroll. Then the payroll period will be change to be next period that the current period which we
have to run and save.
The Overall process of control record to payroll and exhibited below.
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Release Payroll
Start payroll
Check Results
Correction
Exit payroll
5.13 Checklist for the payroll

1) Check list for the payroll for all employees has been carried out accurately for current month
in control record before exiting the control record.
2) Ensure that there is no need to change in cost center.
3) If there is any changes in the employee details basic pay we have changed to the current period.
If the CTC has changed for then automatically department wages
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5.14 Payroll Accounting

Payroll process will be done two phases.
1) Simulation Run
2) Actual payroll Run
Simulation Run: Payroll simulation is used to evaluate individual employee payroll results. Also, we will
perform a simulation of the entire payroll before producing actual payroll result. This gives us the ability of
calculate all information for each employee exactly as they would calculate during a productive payroll run
actually updating balance. These test result can be reviewed and adjustments can be made easily prior to
start the actual run.
Simulation run corresponding to a regular payroll run the following restrictions:

 The result simulation payroll run is not saving data base. We can view and print the result in the
payroll log.
 The system does not lock any master data.
 The current payroll period in the payroll control is not change
 The step Release payroll and Exit Payroll doesn’t apply
We can run the simulation run by using PC00_M40_CALC transaction code directly or by using the SAP Menu
Human Resource, Payroll, Asia, India, Payroll, PC00_M40_CALC simulation.
The screen to enter a payroll simulation look exactly like the front screen of an actual run. The following
screen appears:
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The information provide that must be
 Payroll area enter in 2 places-01 for monthly payroll.

 Period-Current indicator or other (must enter period and year as required.
 Personnel number-Only if running individual employee; leave blank to employee’s schema-ZN00
 Display log- Check for all calculation; DO NOT check if running all employee display variant
rem statement-OLIC PAYSLIP
 WARNING- If you leave the remuneration field you will blank you will not see the remuneration after
simulation (which field)
Simulation in background for all employees.
When running simulation for all employees prior to the actual payroll run enter a range of employees to
select and execute. Run for all employee ranges.
NOTE: Payroll simulation can only be run in test mode. To produce an on demand regular for an employee.
In simulation mode we will not o able to get reports that are available only after the actual run.
After confirming the simulation Run values. Run actual payroll for that period. We can run the actual payroll
by the using PC00_M40_CALC Transaction Code or by using the SAP menu Human Resource-> Payroll-> Asia-
> India-> Payroll-> PC00_M40_CALC Start Payroll.
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Payroll Run: To execute the actual payroll run we have to given the following in put the payroll run selection
screen.
1) Payroll Area
2) Period (Default current & current & other period)
3) Personnel Number if we don’t give personnel number, it will take all employee who belongs to
the payroll area.
4) Schema ZN00
5) Check display log (To see the error logs)
6) Display Variant remuneration statement (OLIC PAYSLIP)
7) Click on execute
8) After running the actual payroll run for the all employees generate Payslip, bank transfer report
pay bill, Abstract report etc. & It get finance approval before dispatching Payslip and bank transfer
so that error if you any car rectified.
9) If there are corrections in the payroll results at this stage, we have to execute the following
for correction.
10) Change the status of the control Record to release for correction.
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11) Delete the payroll result of those employees with errors and change the master data. If we cannot
delete to Payroll Result then due to retroactive some wage type like /551, /552, /553 will take
effect and net pay will be change accordingly.
Hence to delete the payroll result of an employee GO TO PU03-> Enter employee number->click on
execute-> Select the payroll period which we want to delete and click on delete and chick on delete
bottom menu bar. Then the payroll result will be deleted for the particular period.
a) Now change the master data accordingly

b) After changing the master data change the status of the control record into release for payroll
c) Run the simulation Run and after that if the payroll result is correct then run the actual payroll
those employees.
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HCM User Manual
5.15 Payroll log: The payroll result and display in a tree structure. This makes it easier analyze and get an
overall of the payroll results. The log includes a table of contents which is presented as a tree structure.
The node within the tree structure enable to access the required information.
5.16 Check Payroll result [PC00_M40_PA03_CHECK]: By choosing payroll result check changes cannot
be made to payroll data both for the present or past. this function also locks this concerned payroll
accounting area preventing for including it in payroll run.
5.17 Corrections [PC00_M40_PA03_CORR]: When choosing release for correction the infotype record
assigned to selected payroll area for correction will be released. Choose the function, If infotype data
need to be change because personnel number were rejected during the payroll run after collecting data
the data release the payroll again. This result is locking the personnel again. Choose payroll to run
payroll again for the personnel numbers for which masterdata was changed.
5.18 Exit Payroll [PC00_M40_PA03_EXIT PAYROLL]: By choose this function it enables to release master
data so that they can be maintained for past & present. Do not choose this function until the payroll
has been run successfully for all the personnel number assign to the selected payroll accounting area.
After successfully running the actual payroll for all employees exit payroll. Before exiting the payroll check
whether all the details of the payroll is correct as we cannot make any changes in the payroll results after
exiting and posting to Finance.
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5.19 Posting To Finance
A. Create Posting Run- This can be executed in ‘Simulation’ or ‘Update’ Mode. In this step, the
system checks for validity of G/L accounts mapping. First simulate a posting run after completing
payroll enabling to recognize posting-relevant errors in the payroll results early on and avoid errors
when creating a live posting run. Once simulation run is successful, then run in update mode.
B. Process Posting Run- In this step we have controls to ‘Release’ and ‘Post’ the documents to FI. These
posted documents can be viewed in FI using the transaction code FB03. The payroll results will be
posted as per posting dates defined in the payroll posting calendars. For ex: payroll results of monthly
salaried employee will be posting to FI on a monthly basis etc.
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HCM User Manual
STEP A)
The T-code for FI posting is PC00_M99_CIPE or by using the navigation path: Human Resource->
Payroll-> International-> Subsequent Activities-> Per Payroll Period-> Evaluation-> Posting to
Accounting-> PC00_M99_CIPE- Execute run.
Give payroll period, Payroll area type of document is S for the simulation run to actual run give P but first test
the posting simulation run by giving S.
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HCM User Manual
Click on execute. It will show evaluation of posting item.
Click on document overview menu bar to see the document: As we had FI posting in simulation run, it is not
possible to release the document so it will show the error start that simulation run cannot be posted.
Note: To actual run come back the screen and give the value P for the type of document creation and click
on execute and release the document.
Step b)
After releasing the document, we have to post document to FI accounts. For posting the released
document to FI give the transaction code was PCP0. We can also use the navigation in main menu of the
SAP Human Resource->Payroll -> India->Subsequent activities->Payroll period-> Evaluation-> Posting to
accounting-
>PCP0-Edit run.
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Select and double click on document no 000000230
Click the radio button document no 0000000230 select release bottom
Immediately click on Yes
Go back & select radio bottom PP Click the radio button document no 0000000230 select release bottom
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HCM User Manual
Select the document button

Enter click immediately
Button
Then document posted with finance, If there are showing any error it showing error log.
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HCM User Manual
5.20 Checking of FI integration
To check whether the payroll result gone to FI Accounts or not we can check by using the Transaction code
FB03.In FB03 Transaction screen document list bottom from Menu Bar.
Enter the company code and entry date of the posting date.
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HCM User Manual
Check on Execute. It will show the document numbers for that date.
Double click on the document to display the FI posting where we can check whether the payroll result has
gone correct to FI account or not.
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HCM User Manual
5.21 Reversal of Posting Documents

Use
If, after the successful posting of posting documents, you determine that the posted data is incorrect, you
can reverse all posting documents for the corresponding posting run. It is not possible to reverse individual
posting documents of a posting run. The system manages posting documents and reversal documents using
the same posting run.
Reversal of Posting Documents
 The graphic shows the relationship of posting documents of Human Resources (HR) and the
documents of Accounting after a reversal.
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HCM User Manual
 The posting documents serve the Accounting components as original documents. Based on these original
documents, the Accounting components created their own documents.
 To reverse these Accounting documents, you first need to generate reversal documents in
Human Resources, which in turn serve as original documents for the reversal documents of
Accounting.
 After the reversal, a corresponding reversal document exists for both each posting document and
each Accounting document. The reversal documents contain all document items of the documents to
be reversed, with an inverse plus/minus sign.
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HCM User Manual
6 ALL ZREPORT
6.1 T CODE-ZHR_PAY_BILL
Enter Personnel number-Step-1

Payroll Area- Step-2
Payroll period-Step-3
Fiscal year-Step-4
Then execute-Step-5
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HCM User Manual
6.2 ZHR_ABS
Fiscal year-Step-4
Then execute-Step-5
6.3 ZHR_QUARTER
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HCM User Manual

Fiscal year-Step-4
Then execute-Step-5
6.4 ZHR_VEHICLE
Fiscal year-Step-4
Then execute-Step-5
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HCM User Manual
6.5 ZHR_PT
Fiscal year-Step-4
Then execute-Step-5
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6.6 ZHR_BANK
Fiscal year-Step-4
Then execute-Step-5
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6.7 ZECR
Fiscal year-Step-4
Then execute-Step-5
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6.8 ZHR_LPC
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6.9 ZHR_NDC
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6.10 ZHR_NPS
Fiscal year-Step-4
Then execute-Step-5
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HCM User Manual
6.11 ZHR_MASTER
Data selection period-Step-1
Personnel Number- Step-2
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6.12 ZHR_APPROVAL
Personnel Number- Step-1
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78

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CDA HCM ALL PROCESS

SAP User Manual Document for CDA

HCM (ALL) PROCESS

Created By SANDEEP MOHAPATRA & KAMALATA KHATAI

Reviewed By SHAILENDRA DIWEDI & ABHIJEET NANDI

5.12 Check Payroll Result...............................................................................................................................55

You will get a mini screen which contains servers” names

First time log on

How to create an organization structure?

2.1 Organization unit

SAP Transaction Code-PP01

Output / Actual Result

2.2 Create a Position

SAP Transaction Code-PP01

Output / Actual Result

2.3 Cost Center Assignment

SAP Transaction Code-PP01

Output / Actual Result

3.1 Displaying Info types

3.1.1 Using Subtypes

3.1.2 Important Info Types in Personnel Administration

0000 – Personnel Actions

0001 – Organizational Assignment

0002 - Personal Data

0021 – Family Details

SAP Transaction Code-PA40

1 Personnel Number: Enter Personnel Number (User Specific - External/Internal).

1 Personnel Number: Enter Personnel Number (User Specific - External/Internal).

3.12 TRANSACTION CODE – PA30

3.13 Info type 0001—

then Payroll Area, can be overwritten, as well.

3.14 INFOTYPE – 0002 (PERSONNEL DATA)

Gender and Date of Birth are

Give Employees Marriage and

3.15 INFOTYPE – 0006 (Employee Address)

3.16 INFOTYPE – 0021(Family Member Details)

Here Last Name will come

3.17 Infotype 0022—Education

Select on option list

Maintain the Subject and Institution

3.18 Infotype 0041—Date Specifications

INFOTYPE – 0105 (Communication Details)

3.20 INFOTYPE – 0185 (PERSONNEL ID’S)

4.1 INFOTYPE – 0007

(Planned Working Time)

included in theTime Evaluation calculation.

Shift rule from the list and Enter/ Save

4.2 INFOTYPE – 2001 (Create Absence/Leaves)

provide here from and to Date

4.3 Infotype 2006—Absence Quotas

5.1 Mandatory Payroll infotypes

5.2 Maintain Master data

5.3 Payroll status infotype 0003

Enter 3 in the infotype field, Select the change icon.

Make the change appropriate change is given below at field at follows

5.4 Basic pay

5.4.1 Wage type

a. Primary wage types include

Primary wage types include:

b. Secondary wage type

5.5 Recurring Payment & deduction

5.6 Create Recurring Payment & deduction

5.7 Additional payment deduction (0015)