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IBM Global Business Services

SAP HR

Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

List of Topics
Personnel Administration
Organization Management
Time Management
Payroll

2

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

Unit Objectives
Overview of SAP HR from a functional
perspective.
To familiarize with the jargons followed in
SAP HR
Describe the concepts of SAP HR and their
respective modules.

3

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services Personnel Administration Organization Management Time Management Payroll 4 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Personnel Administration 5 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Master Data: Overview Organizational Assignment OM Address Payroll Tax Information Family Benefits Work Schedule Employee Time Master Data Records SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Why Use Master Data? Chicago New Hire Houston Employee 7 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services HR Company Structures in PA Enterprise Structure Personnel Structure 8 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Infotypes 9 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Personnel Actions Infotype 10 SAP HR Functional Overview Personnel Action © 2007 IBM Corporation .

IBM Global Business Services Features 11 NUMKR ABKRS VDSK1 PINCH SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services HR Structures Enterprise • • • • • • • Overall Enterprise Control Various Legal Entities Personnel Administration Responsibilities Authorizations Internal Reporting requirements Location dependent/ Office dependent Internal HR Processes External Legal Processes like Professional Tax SAP HR Functional Overview Personnel Example: Active Workforce / Retiree © 2007 IBM Corporation .

IBM Global Business Services Enterprise Structure ABC ABCGroup Group SEL SEL SWSPL SWSPL SDPL SDPL Corporate Corporate West West South South Pune Pune SAP HR Functional Overview Mumbai Mumbai © 2007 IBM Corporation .

Client ABC ABCGroup Group ABC-USA ABC-USA ABC-India ABC-India ABC-UK ABC-UK Corporate Corporate West West South South Pune Pune SAP HR Functional Overview Mumbai Mumbai © 2007 IBM Corporation .IBM Global Business Services Enterprise Structure .

IBM Global Business Services Enterprise Structure – Company Code ABC ABCGroup Group SEL SEL SWSPL SWSPL SDPL SDPL Corporate Corporate West West South South Pune Pune 15 SAP HR Functional Overview Mumbai Mumbai © 2007 IBM Corporation .

IBM Global Business Services Enterprise Structure .Personnel Area ABCGroup ABCGroup SEL SEL SWSPL SWSPL SDPL SDPL Corporate Corporate West West South South Pune Pune SAP HR Functional Overview Mumbai Mumbai © 2007 IBM Corporation .

IBM Global Business Services Enterprise Structure .Personnel Subarea ABC ABCGroup Group SEL SEL SWSPL SWSPL SDPL SDPL Corporate Corporate West West South South Pune Pune SAP HR Functional Overview Mumbai Mumbai © 2007 IBM Corporation .

IBM Global Business Services Personnel Structure Administrative Organizational Organizational Unit Way of Classifying Employees SAP HR Functional Overview Position Job © 2007 IBM Corporation .

IBM Global Business Services Personnel Structure .Employee Group Employee Groups Early Retiree/ VRS Retiree Active Workforce SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Personnel Structure .Employee Subgroup Hourly Wage Earner Trainee Active Workforce (Employee Group) Salaried Staff SAP HR Functional Overview Directors © 2007 IBM Corporation .

IBM Global Business Services Personnel Structure .Payroll Area Payroll Accounting Area ‘X’ January Payroll Accounting Area ‘Y’ January 10 28 Payroll run on the 10th day of month for the previous month SAP HR Functional Overview Payroll run on the 28th day of month for the current month © 2007 IBM Corporation .

IBM Global Business Services Infotypes Family Address Organizational Assignment Bank Connection Employee Actions SAP HR Functional Overview © 2007 IBM Corporation .

Infogroups and Personnel Actions Personnel Action Infotype Info Group 23 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotypes.

IBM Global Business Services Infotype Menus Static Menus Infotype Names Direct Menu SAP HR Functional Overview © 2007 IBM Corporation .

0001 2024 • Personal Data. 0002 • Payroll Status. 0000 • Organizational Assignment.IBM Global Business Services Four Primary Master Data Infotypes • Actions. 0003 The above infotypes are essential if a Personnel Number is to exist in the system. SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Actions. 0000 Status Indicators 26 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Status Indicators for Infotype Actions. 0000 Customer-Specific Status 1 Value Status 2 0 1 2 3 27 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Status Indicators for Infotype Actions. 0000 Value Status 3 0 1 2 28 SAP HR Functional Overview © 2007 IBM Corporation .

0001 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Organizational Assignment.

0002 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Personal Data.

IBM Global Business Services Payroll Status. 0003 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services

Infotypes and Time Constraints

Time Constraint 1
Record has no gaps, no overlap.
Time Constraint 2
Record may have

gaps. But Record

has No Overlap.

Time Constraint 3
Record may have

Gaps

AND

records may

32

SAP HR Functional Overview

Multiple
exist.

© 2007 IBM Corporation

IBM Global Business Services

Other Master Data Infotypes

Bank Details 0009

Address 0006

Basic Pay 0008
33

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

Customizing an Infotype’s User Interface
You can customize the Infotype Screen Header and modify the Screen

34

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services Personnel Actions  Benefits of personnel actions:  Sequential processing of infotypes  Ensures recording of all required data  Efficient data entry SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Accessing Personnel Actions SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Additional Actions Infotype 0302 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Additional Actions Infotype 0302 (Continued) SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Activating Additional Actions Activating Additional Actions Infotype Personnel Actions Types Views RPUEVSUP Indicator U0302 Create Additional Actions SAP HR Functional Overview © 2007 IBM Corporation .

0019 After saving the CONTRACT ELEMENTS infotype. the MONITORING OF DATES infotype will be displayed automatically.IBM Global Business Services Dynamic Actions Contract Elements. SAP HR Functional Overview © 2007 IBM Corporation . 0016 Monitoring of Dates.

personnel or data structure fields determine a specific value.IBM Global Business Services What is a Feature? Features What? Why?  Features are objects within PA that determine automatic default values and help to control system processes by querying different company. SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Four Master Data Features VDSK1 NUMKR ABKRS SAP HR Functional Overview PINCH © 2007 IBM Corporation .

IBM Global Business Services

Integration of Master Data and OM
Infotype 0001 Organizational Assignment

43

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

Reports for Integration

RHINTE00
RHINTE10
RHINTE20
RHINTE30

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

 Personnel Administration
Organization Management
Time Management
Payroll

45

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services Organizational Management 46 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Organizational Management Overview Which company does the employee work for? Which department does the employee work in? 47 SAP HR Functional Overview Whom does the employee report to? Employee What are the tasks to be performed by the employee? © 2007 IBM Corporation .

present or future. the user may get a picture of the organization at any point in time: past. Present 48 SAP HR Functional Overview Future © 2007 IBM Corporation . With this information.IBM Global Business Services Why use Organizational Management?  Using Organizational Management. the user may be proactive in planning for future human resource needs.

49 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotypes Object characteristics are maintained in Infotytpes.

IBM Global Business Services Plan Objects Plan objects represent different elements in a company. • (O) Organizational units • (C) Jobs • (S) Positions • (T) Tasks • (A) Work centers SAP HR Functional Overview © 2007 IBM Corporation . There are five basic plan objects.

HR Finance Examples:  Departments  Geographical Region  Business Process SAP HR Functional Overview P & A Recruitment Accts Tax Audit © 2007 IBM Corporation .IBM Global Business Services Organizational Units ABC Company Organizational units units describe describe the company's distinct distinct business business units. structure. Multiple Organizational Organizational units units with with corresponding corresponding relationships relationships form form an an organizational organizational structure. units.

IBM Global Business Services Jobs Jobs are ‘general classifications of tasks’ performed by employees. Accountant Salesperson General Manager SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Positions Positions Positions are are concrete concrete representation representation of of jobs jobs and and are are held held by individuals.  Each position typically represents one employee.  Positions are specific to a company. but may be partially filled by more than one.  Multiple positions may perform similar job tasks. Supervisor G M ( Finance) G M ( O & M) SAP HR Functional Overview G M ( Projects) © 2007 IBM Corporation .

• Co-ordinates meetings • Makes Decisions Position 1: Sales Manager Position 2: Production Manager • Determines sales quotas • Monitors sales progress • Maintains factory shift schedules • Co-ordinates Shop floor meetings SAP HR Functional Overview © 2007 IBM Corporation . Tasks: Job • Manages dept. Job: Head of Dept..IBM Global Business Services Tasks Tasks describe jobs and positions.

IBM Global Business Services Work Centers Work Work centers describe describe the the physical physical locations locations where tasks are are performed. performed. SAP HR Functional Overview  Examples:  Daman Factory  Mould Making Unit  Assembly Line  Rotor Blade Unit © 2007 IBM Corporation .

IBM Global Business Services Additional Object Types 56 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Relationships Between Basic Object Types 57 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Elements of an Organizational Plan 58 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Menu Path to Simple Maintenance From the main menu: SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Setting Plan Versions Specify the plan version to work with in Simple Maintenance Select the Plan Version SAP HR Functional Overview © 2007 IBM Corporation .

SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Step 1: Create the Root Organizational Unit Begin by creating an organizational unit for the highest level entity in your company.

IBM Global Business Services Step 2a: Create Additional Organizational Units Executive Offices Example: Administrative Division Design Division SAP HR Functional Overview SDPL Division SRPL Division © 2007 IBM Corporation .

IBM Global Business Services Step 2b: Edit the Organizational Structure 63 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 3: Create Jobs SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 4a: Create Positions SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 4b: Edit Positions SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 5: Assign Tasks SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 6: Assign Cost Center SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 7a: Assign Holders A person is an employee already entered in the system A user can be assigned using simple maintenance SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Step 7b: Assign Staffing Percentages to Holders SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Matrix Organisation 71 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Accessing Matrix Organisation 72 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Maintaining Matrix Organisation 73 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Infotype Maintenance Maintain the infotypes of an object type using Expert mode SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Infotype Maintenance Interface SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services

Infotype Maintenance Interface

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

Delete vs. Delimit
Infotype records can be deleted or delimited. It is important to
understand when to use each function.
Delete

Delimit
When information is no
longer valid for the specified
time period.
History is maintained.
Examples:

When experimenting with
plan versions, or if a data
entry error has been made.
History is not maintained.
Examples:

An existing department is
dissolved.

Too many positions are
created under a job.

A position’s work hours are
changed, effective next year.

A new department is
planned, then canceled.

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services

Aspects
You can create aspects to limit
the infotypes available

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services Infotypes Object characteristics are maintained in infotypes 79 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Additional Infotype Attributes 80 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Status 81 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Validity Dates 82 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Constraints 83 SAP HR Functional Overview © 2007 IBM Corporation .

84 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Other Useful Tools You will find some helpful reporting tools under the menu Tools.

other infotypes are commonly used and recommended. Org unit Job Position Task Work center Object. relationships. relationships. relationships. description. account assignment feature Object. planned compensation.IBM Global Business Services Maintaining Infotypes Although the object and relationship infotypes are required with every object. description. planned comp. relationships. vacancy Object. restrictions. department/staff. department/staff. character Object. relationships. description. cost planning Object. health examination SAP HR Functional Overview © 2007 IBM Corporation . employee group/subgroup.

IBM Global Business Services  Personnel Administration  Organization Management Time Management  Payroll 86 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Management 87 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Management Overview Time Recording Infotypes Employee is at work Employee is Sick Employee Working Overtime FI/CO Time Evaluation # of Hours Worked # of Sick Hours # of Overtime Hours 88 SAP HR Functional Overview Payroll $ for # of hours worked $ for # of Sick Hours $ for Overtime © 2007 IBM Corporation .

IBM Global Business Services Time Management Building Blocks Company Structure Work schedules Time Recording Time Evaluation 89 SAP HR Functional Overview © 2007 IBM Corporation .

0001 Enterprise Structure Personnel Structure Organizational Structure 90 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Company Structure: Organizational Assignment.

IBM Global Business Services Work Schedules Personnel Subarea Employee Subgroup Infotype 0001 Infotype 0007  Monthly work schedule  How are employees schedule to work on the day  When can they take breaks?  Is the day a public Holiday? FI/CO Payroll Time Recording (Infotypes) 91 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Recording : Methods of Time Data Capture  Manual time sheets  Employee physically record start and end time  Using clock punch cards  Employee use machines to punch a card  Electronically via magnetic card  Employee swipes a card at a time terminal  Employer assumes employee works contracted hours  Employee only informs employer of changes SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Evaluation TR Terminal HR Terminal Payroll SAP HR Functional Overview Time Recording Time Evaluation Reporting TR Terminal © 2007 IBM Corporation .

IBM Global Business Services Time Management Integration Points PP PM TE SAP HR Functional Overview CATS Time Management PA CO FI Payroll © 2007 IBM Corporation .

Employee Subgroup Groupings Work Schedules Public Holidays Daily Work Schedules Public Holiday Calendar Break Schedules Variants Rules .IBM Global Business Services IMG Customizing Steps Personnel Subarea .Variants Period Work Schedules Work Schedules Generate Monthly Work Schedules Infotype 0007 Plan Working Time 95 SAP HR Functional Overview © 2007 IBM Corporation .

g.  All calendars are customizable in SAP  SAP Calendars are not client-specific  Used in many areas e.IBM Global Business Services Public Holiday Calendar  SAP has two calendars used by the HR module  Public Holiday Calendar  Factory Calendar  SAP provides standard Public Holiday calendars for most countries. logistics and HR January 1 96 SAP HR Functional Overview 6 7 5 3 2 14 3 2 1 1 1 9 10 4 1 21 8 0 9 2 7 18 1 28 15 16 1 7 2 6 2 5 4 2 22 23 2 29 30 31 © 2007 IBM Corporation .

IBM Global Business Services Public Holiday Classes  Are only used in HR (Personnel Administration)  Are required by  payroll  wage type generation  absence counting  day types  rules for daily work schedule variants  SAP standard delivered  public holiday class = 1  assigned to all public holidays except Christmas Eve and New Years Eve (these are assigned ‘2’) SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Management Groupings  SAP provides the following groupings in Time recording  Personnel Subarea Groupings  Employee Subgroup Groupings  Groupings allow the user to. for example  define different work schedules for groups of employee’s  assign different rules for deviations to planned working time  permit only certain attendance’s and absences to be posted for certain groups of employee’s SAP HR Functional Overview © 2007 IBM Corporation .

50 are used for Time Recording  Groupings 51 .99 are used for Logistics Personnel subarea A Personnel subarea grouping Work Schedule SAP HR Functional Overview B 01 NORM8 8Hours .5 Days C 02 NORM10 10 Hours.IBM Global Business Services Personnel Subarea Groupings for Work Schedules  Two sets of PSG groupings are used  Personnel Subarea groupings for work schedules  Personnel Subarea groupings for daily work schedules  Groupings 01 .4 Days © 2007 IBM Corporation .

IBM Global Business Services Define Personnel Subarea Groupings: Groupings for Daily Work schedule Personnel Subarea grouping Personnel Subarea groupin Daily Work schedules: for Work Schedules for Work Schedules A 01 B Personnel Subarea grouping for Work Daily Schedules 01 • Normal (8H) • Executives (9H) • Early SAP HR Functional Overview 02 Norm (8H) Norm (10H) Executives (9H) Early Late Night Of C Personnel Subarea groupin for Work Daily Schedules 02 • Late • Night • Of • Normal (10H) • Early • Late • Night • Of © 2007 IBM Corporation .

IBM Global Business Services Company Structure: Indicators of the Employee Subgroup Quotas Work Schedules Employee Subgroup Salaried Employees 101 SAP HR Functional Overview Hourly Employees © 2007 IBM Corporation .

...14:00 1 Hour Lunch E F F 13 F L L Monthly Work Schedule 2 3 4 F S S M L E F F L SAP HR Functional Overview 6 14 F :F January 1 10 11 .. M T W T ES ..22:00 1 Hour Lunch Free Public Holiday Calendar Period Work Schedule 12 L L L 1110 5 8 9 6 T L 7 W L 7 8 T L F 9 S L L F . E E E E January 1 T New Year’s Day 2F 3S 4S 5M 6T 7W 8T 2 3 4 5 E E E E 1 Late Shift : L 14:00 . © 2007 IBM Corporation ..IBM Global Business Services Monthly Work Schedule Daily Work Schedule Early Shift: E 06:00 .

IBM Global Business Services Generate Monthly Work Schedules Manually SAP HR Functional Overview © 2007 IBM Corporation .

0007 Work Schedule Assignment 104 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Work Schedules:Planned Working Time.

IBM Global Business Services Time Recording :Time Recording Methods Positive Time Recording SAP HR Functional Overview Negative Time Recording © 2007 IBM Corporation .

IBM Global Business Services Time Recording : Negative Time Recording  Records time deviations to planned working time  Valid deviations include:  Absences  Special absences  On call duty  Overtime  Substitutions  Time off in lieu  Deviations are manually entered according to type and duration SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Recording : Positive Time Recording  Records the attendance times of an employee  Records the deviation times of an employee  Valid attendance's include:  Training  Business trip  Seminar  Overtime  Attendance's and deviations can be entered either:  Front-end system  Manually SAP HR Functional Overview © 2007 IBM Corporation .

2999 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Time Recording in Time Management  Time recording in time management  Allows the entry of employee time data  Manually  Automatically  Allows data to be entered as clock times  Allows data to be entered as hours  Time data is entered in time recording infotypes  Time recording infotype range 2000 .

employee)  SAP CATS  SAP ESS-CATS  External PDC applications with certified interface to SAP  External front-end applications with interface to SAP (Kiosk. Scanners) SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Time entry Options with SAP  SAP standard infotypes (central. Swipecards.

Quota Correction  0416 .Substitutions  2004 .Absences  2002 .Overtime  Recording time quotas  2006 .IBM Global Business Services Time Infotypes  Recording deviations from the planned working time  2001 .Attendance Quotas  2013 .Availability (On-call)  2005 .Attendances  2003 .Quota Compensation  Recording wage types directly  2010 .Absence Quotas  2007 .Employee Remuneration Information SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Infotypes (Contd.Quota Transaction SAP HR Functional Overview © 2007 IBM Corporation .Annual Calendar  2051 .Time Balance Revisions  Recording time recording data via calendars(simulated)  2050 .Employee Times  2502 .Time Events  2012 .Monthly Calendar  2052 .)  Recording clock times via positive time recording  2011 .Personal Work Schedule Times  2501 .Weekly Calendar  Time Data Extract infotypes(simulated for reporting)  2500 .

IBM Global Business Services Maintain Time Data  Time recording infotypes can be maintained  Via a single screen entry  Through fast data entry screen  Via weekly data entry screen  Via monthly data entry screen  Via annual data entry screen SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Recording Menu Choose date Select or type in infotype number Select subtype SAP HR Functional Overview © 2007 IBM Corporation .

Absences SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotype 2001 .

Attendances SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotype 2002 .

Substitutions SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotype 2003 .

IBM Global Business Services Infotype 2004 .Availability SAP HR Functional Overview © 2007 IBM Corporation .

Overtime SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotype 2005 .

IBM Global Business Services Infotype 2006 .Absence Quotas SAP HR Functional Overview © 2007 IBM Corporation .

Attendance Quotas SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Infotype 2007 .

IBM Global Business Services Time Recording Calendars  Annual Calendar  Stores all attendance and absence data for an employee for the whole year  Monthly Calendar  Stores all attendance and absence data for an employee for one month  Weekly Calendar  Stores all attendance and absence data for an employee for one week SAP HR Functional Overview © 2007 IBM Corporation .

2050 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Annual Calendar .

2051 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Monthly Calendar .

IBM Global Business Services Weekly Calendar .2052 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Evaluation Overview 125 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Why Use Time Evaluation 126 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Basics and prerequisites for Time Evaluation 127 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Time Evaluation Process Time Recording Plant Data Collection P2011 Entry Screens PA2001 PA2002 PA200n TEVEN Pair Formation PCL1 (B1) NT1 Time Evaluation RPTIME00 PCL2 (B2) PT Updates Payroll RPCALC00 Legacy Payroll SAP HR Functional Overview PCL2 (B2) RPTEZL00 PU12 ZL PA2001 PA2002 PA200n © 2007 IBM Corporation .

IBM Global Business Services Time Evaluation Process:Time Events Plant Data Collection INFOTYPE 2011: TIME EVENTS SAP HR Functional Overview TEVEN © 2007 IBM Corporation .

30:12 Jan 2nd Jan 2nd Time Pair Jan 2nd 05:56 .IBM Global Business Services Time Evaluation Process: Pair Formation Plant Data Collection Time Pairs Generated within the time evaluation program Created from time events Are formed each day Use the 24hr clock Pair Formation for Current Day INFOTYPE 2011: TIME EVENTS TEVEN Pair Formation PCL2 (B2) PT Pair Formation for Previous Day Clock-in Jan 2nd 05:56 Clock-in Jan 2nd 21:56 Clock-out 14:07 Clock-out 06:12 Jan 3rd Time Pair 21:56 .14:07 SAP HR Functional Overview PCL1 (B1) NT1 © 2007 IBM Corporation .

IBM Global Business Services

Time Evaluation Process: Time Evaluation Concept
ABAP/4
Coding
Evaluation Driver

RPTIME00

Program
Control
ATAB Tables

Program
Customizing
ATAB Tables

Schemas
FUNCTION
MODULE
OPERATION
MODULE
131

SAP HR Functional Overview

Rules

555Z
,A
510S
554C
© 2007 IBM Corporation

IBM Global Business Services

Data Flow In Time Evaluation
Before
Processing
•Entry
data

After
Processing
•Results
are written
back to cluster B2

TEVEN

PCL1
(B1)
NT1

•Results from
previous
PCL2
(B2)
evaluation
PT

•Infotype data
PA2001
PA2002
PA2003
PA2004
PA2006
132

PA0001
PA0002
PA0003
PA0007
PA0050
SAP HR Functional Overview

Processing

RPTIME00

PCL2
(B2)
PT

•Infotypes are
updated
(if necessary)
PA2001
PA2002
PA2003
PA2004
PA2006

PA0001
PA0002
PA0003
PA0007
PA0050
© 2007 IBM Corporation

IBM Global Business Services

Steps of RPTIME00

1.
2.

Determine First Day of Evaluation
Pair Formation

Before day Processing
3. Initialization
Day Processing
4. Import Data
5. Error Checks
6. Determine Planned Working Time
7. Overtime Generation
8. Time Wage Type Selection
9. Process Overtime Wage Types
10. Form Time Balances
Final Processing
11. Error Checks and end of Period
12. Export Evaluation Results
133

SAP HR Functional Overview

© 2007 IBM Corporation

IBM Global Business Services  Personnel Administration  Organization Management  Time Management Payroll 134 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Payroll Overview 135 SAP HR Functional Overview © 2007 IBM Corporation .

Incentives = • PF Contribution • Super Annuation • Provision for Gratuity • etc. C2C less Rs.IBM Global Business Services Payroll Process Gross Pay + Company Contributions • Basic • Allowances • Reimbursements • Bonus. = • Emp. Contributions Deductions• Loans Repayment • Taxes • Third Party Deductions • Other deductions SAP HR Functional Overview Net Pay © 2007 IBM Corporation .

IBM Global Business Services Gross Pay Particular wage types employee entitled to during a pay period Basic Pay Shift Earnings Pro-Rated Pay Retroactive Pay Additional Payments SAP HR Functional Overview Overtime Leave/Quota Bonuses Recurring Payments & Deductions © 2007 IBM Corporation .

IBM Global Business Services Cumulation of Gross Amounts Gross Salary For Income Tax SAP HR Functional Overview Gross Salary For ESI. Cost to Company © 2007 IBM Corporation . etc.

etc. ESI. Employee contributions & other deductions Earnings • • • • - Basic Allowances Reimbursements Bonus & Incentives SAP HR Functional Overview Less Deductions = Net Pay • • • • • PF Contributions. P Tax) Third party deductions • Insurance • Union Contributions • Co-operatives & Clubs • Other deductions • Bus. Meal.IBM Global Business Services Net Pay/Gross-to-Net Calculation Amount paid to employee after withholding taxes. LWF Loans Taxes (I Tax. © 2007 IBM Corporation . etc.

IBM Global Business Services The Payroll Cycle Master Data Prerequisite Configuration for Payroll •Payroll Organization •Basic Pay •Wage Types •Infotypes SAP HR Functional Overview Time Management Payroll Run Gross .Deductions = Net Pay Final Steps •Direct Deposit/Checks •FI/CO Transfer •Third Party Remittance •Tax Reporting © 2007 IBM Corporation .

Deductions = Net Pay Final Steps •Direct Deposit/Checks •FI/CO Transfer •*Third Party Remittance •*Tax Reporting © 2007 IBM Corporation .IBM Global Business Services Prerequisite Configuration Master Data Prerequisite Configuration for Payroll •Payroll Organization •Basic Pay •Wage Types •Infotypes SAP HR Functional Overview Time Management Payroll Run Gross .

IBM Global Business Services Prerequisite Configuration Payroll Organization PAYROLL AREA CONTROL RECORD PERIOD / DATE MODIFIER PAYROLL CALENDAR PAY SCALE GROUP PAY SCALE LEVEL Basic Pay PAY SCALE TYPE PAY SCALE AREA Allowance Groups: India Specific functionality SAP HR Functional Overview © 2007 IBM Corporation .

etc.  IT 0584 Income from Other Sources . Tax  IT 0590 Long Term Reimbursements – Hard Furnishing & Soft Furnishing  IT 0591 Nominations – PF. LW Fund. Conveyance.IBM Global Business Services Some Payroll Infotypes  IT 0001 Organizational Assignment  IT 0003 Payroll Status  IT0007 Planned Working Time*  IT 0008 Basic Pay  IT 0009 Bank Details  IT 0014 Recurring Payments/Deductions  IT 0015 Additional Payments  IT 0185 Personal IDs ** Country specific (IN)  IT 0580 Previous Employment Tax Details  IT 0581 Housing (HRA/CLA/COA)  IT 0582 Exemptions – IT Exemptions for Medical & Leave Travel  IT 0583 Car & Conveyance – Co Car/Own Car. etc.  IT 0587 Provident Fund Contribution Details P.  IT 0585 Section 80 Deductions  IT 0057 Membership  IT 0046 Loans  IT 0586 Investment Details  IT 0267 Off-cycle Payments  IT 0588 Other Statutory Deductions .Income from house property. etc. ESI. Gratuity. 143 SAP HR Functional Overview © 2007 IBM Corporation .ESI.

Deductions = Net Pay Final Steps •Direct Deposit/Checks •FI/CO Transfer •*Third Party Remittance •*Tax Reporting © 2007 IBM Corporation .IBM Global Business Services The Payroll Run Master Data Prerequisite Configuration for Payroll •Payroll Organization •Basic Pay •Wage Types •Infotypes SAP HR Functional Overview Time Management Payroll Run Gross .

IBM Global Business Services Final Payroll Steps Master Data Prerequisite Configuration for Payroll •Payroll Organization •Basic Pay •Wage Types •Infotypes SAP HR Functional Overview Time Management Payroll Run Final Steps •Direct Deposit/Checks Gross .Deductions = Net Pay • FI/CO Transfer •*Third Party Remittance •*Tax Reporting © 2007 IBM Corporation .

IBM Global Business Services Payroll Integration Master Data Time Management Payroll FI/CO 146 SAP HR Functional Overview Claims (India) © 2007 IBM Corporation .

for a payroll area. it should be 1 less than the period in which productive operations actually commence. This limit is also defined per employee in infotype 003 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Create Control Record Last payroll period. When creating it for the first time. Current payroll period Earliest date up to which retro-accounting is possible.

.).) SAP HR Functional Overview © 2007 IBM Corporation ..IBM Global Business Services Create Control Record ((Contd.

01.2005 01. . . . .2005 28. .04. .2005 © 2007 IBM Corporation . .01. .03.05.2004 .2004 31.2004 01.12. .2005 Payroll Period 01 2004 02 2004 .02.2005 31.03.2004 30. 9 2004 10 2004 11 2004 12 2004 SAP HR Functional Overview Corresponding Celendar 01.04. 01. . . .05. . .12.05.2004 01.IBM Global Business Services Payroll Periods Financial Year 2004 .2004 31.2005 01.2005 31.

Q.IBM Global Business Services Generate Payroll Calendar Cumulation type values:M. X. Y SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Basic Pay – IT 0008 SAP HR Functional Overview © 2007 IBM Corporation .

IMG Path 152 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services Basic Pay .

IBM Global Business Services Define Employee Subgroup Grouping for PCR and CAP Press F1 for the grouping values defined by SAP SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Check Pay Scale Type  Grouping for the economic area to which a collection agreement applies.  For example: Manager Technician 154 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Check Pay Scale Area  Defines the physical areas where the collective agreements are valid  Examples: 155 SAP HR Functional Overview © 2007 IBM Corporation .

Level 3 Manager .IBM Global Business Services Revise Pay Scales Groups & Levels Senior Manager .Level 1 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Define Pay Scale Salary Ranges SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Wage Types Mona Roise 2049 Mona Roise 2048 Wage Types allow for the assignment of payments and deductions and the control of payroll programs. SAP HR Functional Overview © 2007 IBM Corporation .

MB10 – Basic Pay – Gross cumulation /1..IBM Global Business Services Primary and Secondary Wage Types Primary/ Dialog Wage Types . M210 – LTA Amount …… – Outgoing wage types /A.. from previous month SAP HR Functional Overview – Others  Result wage©types: 2007 IBM Corporation . in retroactive acc. MF30 – Er PF Contribution – Factoring /CO /8. MF10 – Ee PF Contribution – Average bases /2..Sample WT begin with Alpha code Secondary wage types – Valuation bases /0. period – Incoming wage types /Z....

IBM Global Business Services Wage Types SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Check Wage Type Characteristics SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Valuation of Wage Types SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Indirect Valuation SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Modules for Indirect Valuation Wage Type Valuation for India INVAL SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services TARIF Module SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services PRZNT and SUMME Modules SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services ARBPL Module SAP HR Functional Overview © 2007 IBM Corporation .

House Rent = 50% of Basic Pay + 40% DA and subject to a maximum of Rs.2.500 D: Value as one or any combination of Variants B & C.500 C: Value as a percentage of one or more base wage types subject to a maximum limit. percentage of one or more base wage types subject to a maximum limit.100 + 50% of Basic Pay + 40% DA ) factored by 50% and subject to a maximum of Rs.500 SAP HR Functional Overview © 2007 IBM Corporation . House Rent = 50% of Basic Pay + 40% of Dearness Allowance + Rs.000 B: Value as a percentage of one or more base wage types added to a fixed amount.. House Rent = (Rs.2. For a given Allowance Group.IBM Global Business Services INVAL: Wage type valuation module for India Variant A: The value of the wage type is a fixed amount..5. Basic Pay = Rs.

ESI. LW Fund. ESI.IBM Global Business Services Payroll Infotypes IT 0001 Organizational Assignment IT 0003 Payroll Status IT 0006 Addresses IT0007 Planned Working Time* IT 0008 Basic Pay IT 0009 Bank Details IT 0014 Recurring Payments/Deductions IT 0015 Additional Payments IT 0045 Loans 169 SAP HR Functional Overview Country specific (IN)  IT 0580 Previous Employment Tax Details  IT 0581 Housing (HRA/CLA/COA)  IT 0582 Exemptions – IT Exemptions for Medical & Leave Travel  IT 0583 Car & Conveyance – Co Car/Own Car.  IT 0584 Income from Other Sources .Income from house property. etc. etc. Gratuity. etc. Tax  IT 0590 Long Term Reimbursements – Hard Furnishing & Soft Furnishing  IT 0591 Nominations – PF. P.  IT 0585 Section 80 Deductions  IT 0586 Investment Details  IT 0587 Provident Fund Contribution Details  IT 0588 Other Statutory Deductions . © 2007 IBM Corporation . Conveyance.

Organizational Assignment 170 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services IT0001 .

Payroll Status 171 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services IT0003 .

per Payroll area .per employee SAP HR Functional Overview September Retroactive Recognition © 2007 IBM Corporation .IBM Global Business Services Retroactive Accounting Payroll Past January December Retroactive Relevancy July November Retroactive Limit .

IBM Global Business Services IT0007 .Planned Working Time 173 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services IT0008 .Basic Pay 174 SAP HR Functional Overview © 2007 IBM Corporation .

Bank Details 175 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services IT0009 .

IBM Global Business Services IT0014 .Recurring Payments/Deductions 176 SAP HR Functional Overview © 2007 IBM Corporation .

Additional Payments 177 SAP HR Functional Overview © 2007 IBM Corporation .IBM Global Business Services IT0015 .

 IT 0584 Income from Other Sources . Tax  IT 0590 Long Term Reimbursements – Hard Furnishing & Soft Furnishing  IT 0591 Nominations – PF. P.ESI. etc. Gratuity.  IT 0585 Section 80 Deductions  IT 0586 Investment Details  IT 0587 Provident Fund Contribution Details  IT 0588 Other Statutory Deductions . LW Fund. 178 SAP HR Functional Overview © 2007 IBM Corporation . etc.IBM Global Business Services India Specific Payroll Infotypes  IT 0580 Previous Employment Tax Details  IT 0581 Housing (HRA/CLA/COA)  IT 0582 Exemptions – IT Exemptions for Medical & Leave Travel  IT 0583 Car & Conveyance – Co Car/Own Car. etc. Conveyance. ESI.Income from house property.

IBM Global Business Services Accessing the Payroll Sub-Module SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Payroll Run Master data entered for current pay period Fix rejects (matchcode ‘W’) and other updates Release Payroll  Start Payroll  Yes Any rejects ? No Check Results No Corrections  SAP HR Functional Overview  Results OK ?  Yes Exit Payroll  Remuneration & Subsequent Activities © 2007 IBM Corporation .

IBM Global Business Services Payroll Simulation SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Release Payroll SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Start Payroll SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Payroll Log SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Check Results SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Corrections 186 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Exit Payroll SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Remuneration Statement SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Payroll Results SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Posting Payroll Results to Accounting Payroll Accounting HR •Calculation of wages & salaries to be paid to an employee •Calculation of deductions & amount to be transferred to employee External Accounting FI •Consideration of personnel expenses •Consideration of payables & resulting payments External Accounting CO •Consideration of personnel costs to cost objects or as overhead costs 190 SAP HR Functional Overview © 2007 IBM Corporation .

only the difference is transferred  Generate a file with all employee bank details and net salary © 2007 IBM Corporation .IBM Global Business Services Bank Transfer Test Transfer Pre-program DME Create DME DME Management SAP HR Functional Overview  To ensure that the transfer of payables is not repeated  During reruns.

IBM Global Business Services Cost Centers Executive Board Human Resources Cost Center for Human Resources Corporate Services Cost Center for Corporate Services Consultants .John Robb SAP HR Functional Overview © 2007 IBM Corporation .Michael Thomas .

Social & Legal C 30% System Administrator SAP HR Functional Overview 20% Cost Center © 2007 IBM Corporation .IBM Global Business Services Cost Distribution Executive Board Human Resources HR Administration Production HR Development B A 50% ...

IBM Global Business Services Balance expenses with GL entries SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Questions ? 195 SAP HR Functional Overview © 2007 IBM Corporation .

IBM Global Business Services Thank You 196 SAP HR Functional Overview © 2007 IBM Corporation .