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EHP5 for SAP ERP 6.0 September 2011 English HCM Extended Global Personnel Administration(552) SAP AG Dietmar-Hopp-Al lee 1 6 610 !all"or f German# $%il"ing $lo&' (onfig%ration G%i"e

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EHP5 for SAP ERP 6.0

September 2011

English

HCM Extended GlobalPersonnelAdministration(552)

SAP AGDietmar-Hopp-Allee 16610 !all"orf German#

$%il"ing $lo&' (onfig%ration G%i"e

8/12/2019 552_HCM Extended Global Personnel Administration_ERP605_BB_ConfigGuide_EN_US.doc

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Copyright

* 2011 SAP AG. All rights reser+e".

,o part of this p%bli&ation ma# be repro"%&e" or transmitte" in an# form or for an# p%rpose itho%t the epress

permission of SAP AG. /he information &ontaine" herein ma# be &hange" itho%t prior noti&e.

Some softare pro"%&ts mar'ete" b# SAP AG an" its "istrib%tors &ontain proprietar# softare &omponents ofother softare +en"ors.

i&rosoft !in"os E&el %tloo' an" PoerPoint are registere" tra"emar's of i&rosoft (orporation.

3$ D$2 D$2 4ni+ersal Database S#stem i S#stem i5 S#stem p S#stem p5 S#stem S#stem S#stem10 S#stem 10 iSeries pSeries Series Series eSer+er 7 S i5S S80 S80S900 AS900 S80 Parallel Enterprise Ser+er Poer7 Poer Ar&hite&t%re P!ER6: P!ER6P!ER5: P!ER5 P!ER penPoer PoerP( $at&hPipes $la"e(enter S#stem Storage GP;SHA(P RE/A3, D$2 (onne&t RA(; Re"boo's S2 Parallel S#sple 7SESA A3< 3ntelligent iner!ebSphere ,etfinit# /i+oli an" 3nformi are tra"emar's or registere" tra"emar's of 3$ (orporation.

=in% is the registere" tra"emar' of =in%s /or+al"s in the 4.S. an" other &o%ntries.

 A"obe the A"obe logo A&robat PostS&ript an" Rea"er are either tra"emar's or registere" tra"emar's of A"obe S#stems 3n&orporate" in the 4nite" States an"or other &o%ntries.

ra&le an" >a+a are registere" tra"emar's of ra&le (orporation.

4,3< <pen S;1 an" otif are registere" tra"emar's of the pen Gro%p.

(itri 3(A Program ,eighborhoo" eta;rame !in;rame 7i"eo;rame an" %lti!in are tra"emar's orregistere" tra"emar's of (itri S#stems 3n&.

H/= <= <H/= an" !8( are tra"emar's or registere" tra"emar's of !8(? !orl" !i"e !eb(onsorti%m assa&h%setts 3nstit%te of /e&hnolog#.

SAP R8 SAP ,et!ea+er D%et PartnerE"ge $#Design SAP $%sinessb@e&ts Eplorer Stream!or' SAPHA,A an" other SAP pro"%&ts an" ser+i&es mentione" herein as ell as their respe&ti+e logos are tra"emar'sor registere" tra"emar's of SAP AG in German# an" other &o%ntries.

$%siness b@e&ts an" the $%siness b@e&ts logo $%sinessb@e&ts (r#stal Reports (r#stal De&isions !eb3ntelligen&e <&elsi%s an" other $%siness b@e&ts pro"%&ts an" ser+i&es mentione" herein as ell as theirrespe&ti+e logos are tra"emar's or registere" tra"emar's of $%siness b@e&ts Softare =t". $%siness b@e&tsis an SAP &ompan#.

S#base an" A"apti+e Ser+er iAn#here S#base 865 S= An#here an" other S#base pro"%&ts an" ser+i&esmentione" herein as ell as their respe&ti+e logos are tra"emar's or registere" tra"emar's of S#base 3n&.S#base is an SAP &ompan#.

 All other pro"%&t an" ser+i&e names mentione" are the tra"emar's of their respe&ti+e &ompanies. Data&ontaine" in this "o&%ment ser+es informational p%rposes onl#. ,ational pro"%&t spe&ifi&ations ma# +ar#.

/hese materials are s%b@e&t to &hange itho%t noti&e. /hese materials are pro+i"e" b# SAP AG an" its affiliate"&ompanies BCSAP Gro%pC for informational p%rposes onl# itho%t representation or arrant# of an# 'in" an"SAP Gro%p shall not be liable for errors or omissions ith respe&t to the materials. /he onl# arranties for SAPGro%p pro"%&ts an" ser+i&es are those that are set forth in the epress arrant# statements a&&ompan#ings%&h pro"%&ts an" ser+i&es if an#. ,othing herein sho%l" be &onstr%e" as &onstit%ting an a""itional arrant#.

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Icons

Icon Meaning

(a%tion

Eample

,ote

Re&ommen"ation

S#nta

ypographic Con!entions

ype "tyle #escription

Example text !or"s or &hara&ters that appear on the s&reen. /hese in&l%"e fiel" namess&reen titles p%shb%ttons as ell as men% names paths an" options.

(ross-referen&es to other "o&%mentation.

Example

textEmphasie" or"s or phrases in bo"# tet titles of graphi&s an" tables.

E<AP=E/E</

,ames of elements in the s#stem. /hese in&l%"e report names programnames transa&tion &o"es table names an" in"i+i"%al 'e# or"s of aprogramming lang%age hen s%rro%n"e" b# bo"# tet for eample SE=E(/an" 3,(=4DE.

Example

text

S&reen o%tp%t. /his in&l%"es file an" "ire&tor# names an" their pathsmessages so%r&e &o"e names of +ariables an" parameters as ell as namesof installation %pgra"e an" "atabase tools.

EXAMPLE TEXTe#s on the 'e#boar" for eample f%n&tion 'e#s Bs%&h as ;2 or the E,/ER'e#.

Example

textEa&t %ser entr#. /hese are or"s or &hara&ters that #o% enter in the s#stemea&tl# as the# appear in the "o&%mentation.

 <Example

text> 7ariable %ser entr#. Pointe" bra&'ets in"i&ate that #o% repla&e these or"s an"&hara&ters ith appropriate entries.

Eample tet/his tet "enotes entries that are SAP stan"ar" settings. /hese entries are not&onfig%re" b# SAP $est Pra&ti&es an" are in&l%"e" for informational p%rposes.

 

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Contents

1 P%rpose........................................................................................................................................ 6

2 Preparation................................................................................................................................... 6

8 rganiational Data...................................................................................................................... 6

8.1 Set %p rganiational Assignment.....................................................................................6

8.1.1 Define Emplo#ee Attrib%tes............................................................................................6

8.1.2 Define 3nternational /erms of Emplo#ment.....................................................................F

8.1.8 (reate Pa#roll Area........................................................................................................

8.1.9 (he&' Defa%lt Pa#roll Area............................................................................................

8.1.5 Set 4p rganiational e#.............................................................................................

8.1.6 rganiational e# (ontrol..........................................................................................10

8.1.F rganiational (reation R%les.....................................................................................10

9 (orporate an" (ontra&t%al Agreements.....................................................................................119.1 (ontra&t Elements............................................................................................................11

9.1.1 Define (ontra&t /#pes..................................................................................................11

9.1.2 Determine Perio"s of ,oti&e.........................................................................................11

9.1.8 Determine Defa%lt (ontra&t Elements..........................................................................12

9.2 b@e&ts on =oan...............................................................................................................18

9.2.1 Define b@e&ts on =oan................................................................................................18

9.2.2 Define 7ali"ation against Asset A&&o%nting..................................................................18

9.8 Define Poers of Attorne#................................................................................................19

5 E+al%ation $asis......................................................................................................................... 15

5.1 onitoring of /as's BDetermine /as' /#pe......................................................................15

5.2 Date Spe&ifi&ations...........................................................................................................15

5.2.1 Define Date /#pes........................................................................................................15

5.2.2 Determine Defa%lt Date Spe&ifi&ation..........................................................................16

6 Emplo#ee %alifi&ations.............................................................................................................1F

6.1 E"%&ation an" /raining.....................................................................................................1F

6.1.1 E"%&ationEstablishment /#pes...................................................................................1F

6.1.2 (reate E"%&ational (ertifi&ates....................................................................................1F

6.1.8 Determine Permissible (ertifi&ates for E"%&ation /#pe................................................1

6.1.9 $ran&hes of St%"#........................................................................................................1

6.1.5 Determine Permissible $ran&hes of St%"# for E"%&ational /#pes................................1

F (omm%ni&ation /#pes................................................................................................................20

(%stomiing Pro&e"%res............................................................................................................21

.1.1 Assign 3nfot#pes to (o%ntries.......................................................................................21

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

.2 3nfot#pe en%s................................................................................................................. 22

.2.1 3nfot#pe en%..............................................................................................................22

.2.2 Determine (hoi&e of 3nfot#pe en%s...........................................................................29

.8 A&tions..............................................................................................................................29

.8.1 4ser Gro%p Depen"en&# on en%s an" 3nfogro%ps....................................................29.8.2 Define 3nfogro%ps.........................................................................................................25

.8.2.1 Hiring A&tion.............................................................................................................26

.8.2.2 /ransfer A&tion.........................................................................................................26

.8.2.8 Position (hange A&tion............................................................................................2F

.8.2.9 /ermination A&tion....................................................................................................2F

.8.2.5 Rehire A&tion............................................................................................................2F

.8.2.6 Retirement A&tion.....................................................................................................2

.8.2.F =ea+e f Absen&e A&tion.........................................................................................2

.8.2. Ret%rn from =ea+e of Absen&e.................................................................................2

.8.2. Hire ini-aster Re&or" A&tion...............................................................................2

.8.2.10 Separate ini-aster Re&or" A&tion...................................................................2

.8.2.11 Rehire ini-aster Re&or" A&tion.......................................................................2

.8.2.12 Eternal Hire A&tion.............................................................................................80

.8.2.18 Eternal /ermination A&tion.................................................................................80

.8.2.19 Eternal Rehire A&tion.........................................................................................80

.8.8 Set %p Personnel A&tions.............................................................................................81

.8.9 4p"ate 3nfot#pe 0802 hen Ee&%ting an A&tion.........................................................82

.8.9.1 A""itional A&tions.....................................................................................................82

.8.5 (reate Reasons for Personnel A&tions.........................................................................82

.8.6 4ser Gro%p Depen"en&# on en%s an" 3nfo Gro%ps..................................................85

.8.F (hange A&tion en%....................................................................................................86

.9 D#nami& A&tions...............................................................................................................86

(%stomiing 4ser 3nterfa&es......................................................................................................8F

.1 3nfot#pe Hea"ers..............................................................................................................8F

10 3nternal e"i&al.......................................................................................................................8

10.1 Spe&if# Eamination /#pes..............................................................................................8

10.2 Determine Eamination Res%lts.......................................................................................8

11 Generate ;eat%res..................................................................................................................8

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

$ P%rpose/his &onfig%ration g%i"e pro+i"es the information #o% nee" to set %p the &onfig%ration of this b%il"ingblo&' man%all#.

2 Preparation$efore #o% start installing this b%il"ing blo&' #o% m%st install prere%isite b%il"ing blo&'s. ;or moreinformation see the $%il"ing $lo&' Prere%isite atri for H(. /he matri Ban E&el file is lin'e"on the sol%tionIs D7Debsite in one of the folloing to lo&ations)

• (ontent =ibrar#

• Site ap

/o pro&ess the a&tions an" infot#pes in this "o&%ment the %ser parameter 4GR m%st be

set to . /his setting is &o+ere" in the %i&' G%i"e for SAP $est Pra&ti&es for H%man(apital anagement lo&ate" on SAP ,ote 189158.

& 'rganiational #ata

&$ "et %p 'rganiational Assignment

&$$ #e*ine Employee Attrib%tes

+se

3n this a&ti+it# #o% "efine the emplo#ee attrib%tes.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Organizational

Data Organizational Assignment Define employee attributes

ransactionCode

SPRO

2. n the JChange ie! "Employee Subgroup #rouping f$ Acti%ities&Employment&'rain"  s&reen thes#stem "ispla#s the folloing +al%es)

EEGrp

,ame o*EmployeeGrp

Employee"%bgro%p

,ame o* EE"%bgro%p

Acti!itystat%s

Employment"tat%s

raining"tat%s

1Emplo#ee K9 Ho%rl# Part

/ime1 1 1

1 Emplo#ee K Salarie"Part /ime

1 1 1

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

EEGrp

,ame o*EmployeeGrp

Employee"%bgro%p

,ame o* EE"%bgro%p

Acti!itystat%s

Employment"tat%s

raining"tat%s

Eempt

1

Emplo#ee K Salarie" ;%ll

/ime-,onEempt

1 1 1

2Retiree Pensioner 

K8 Ee&%ti+es 2

2Retiree Pensioner 

K5 S%r+i+or$en

2

2RetireePensioner 

K6 S%r+i+or o$en

2

8Earl#Retiree

K8 Ee&%ti+es 8

8 Earl#Retiree K5 S%r+i+or$en 8

8Earl#Retiree

K6 S%r+i+or o$en

8

8Earl#Retiree

KF Retirees 8

9

3ntern K Salarie"Part /ime,on Eempt

1 2 2

9

3ntern K Salarie" ;%ll/ime-,on

Eempt

1 2 2

F/emp Seasonal

K9 Ho%rl# Part/ime

1 2 2

Epatriate K3 ,on-Pa#roll

$enefits

&$2 #e*ine International erms o* Employment

+se

/he Emplo#ment (ontra&t fiel" i"entifies spe&ifi& t#pes of emplo#ment agreements that ma# eistbeteen an emplo#ee an" emplo#er. /he +al%es &onfig%re" in this area are %se" thro%gho%t theJ/ime anagementE+al%ationL an" JPa#rollL pro&esses.

3f the &onfig%ration in this area is mo"ifie" a re+ie of all J;eat%resL as ell as allPa#roll/ime Personnel (al&%lation R%les m%st be ma"e.

Proced%re

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

12 !ee'l# 08 !ee'l# Sele&t 01

18 $i-ee'l# 09 $i-!ee'l# Sele&t 01

,on-pa#rollrele+ant 01 onthl# 01

8. (hoose Sa%e.

&$. Chec/ #e*a%lt Payroll Area

+se

n&e these Pa#roll Areas are "efine" "efa%lt +al%es for the pa#roll a&&o%nting area for #o%remplo#ees &an be establishe". !hen an emplo#eeLs rganiational Assignment is maintaine" the&orre&t Pa#roll Area is propose" as a "efa%lt in 3nfot#pe rganiational Assignment B0001.

;eat%re AB,-S is %tilie" to "efine these "efa%lts. /he SAP $est Pra&ti&es for H( pa&'ageBEhP5 is "eli+ere" ith the pa#roll "efa%lts set to propose the folloing for all emplo#ees. /hisfeat%re sho%l" be mo"ifie" to refle&t the appropriate pa#roll "efa%lt base" on ho the emplo#ee is&lassifie" ithin the organiation.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Organizational

Data Organizational Assignment Chec) Default Payroll Area

ransactionCode

SPRO

A01-"

D MOLGA

** &ABKRS=**,

 

&$5 "et +p 'rganiational 1ey

+se

Ko% &an %se all elements of the organiational str%&t%re to "efine the organiational 'e#. /heorganiational 'e# is ma"e %p of a 19-&hara&ter fiel". Ea&h &%stomer "etermines the str%&t%re of the'e#. /he organiational 'e# &an be %se" for a%thoriation &he&'s.

3n /he SAP $est Pra&ti&es for H( pa&'age BEhP5 the +ariable 'e# has been set to J01C.

Proced%re1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Organizational

Data Organizational Assignment Set up organizational )ey 

ransactionCode

SPRO

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

2. n the .Choose Acti%ity.  s&reen sele&t .Organizational ,ey* Maintain feature DS,/.  a&ti+it# an"&hoose the LChoose.  b%tton. n the Process feature DS,0* decision tree" s&reen the s#stem"ispla#s the folloing +al%es)

3#"1$

D MOLGA

** &VDSK1=01,

&$4 'rganiational 1ey Control

+se

7ariable 'e# 01 formats the organiational 'e# a&&or"ing to &reation r%le 01.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Organizational

Data Organizational Assignment Set up organizational )ey 

ransactionCode

SPRO

2. n the Choose Acti%ity  "ialog bo sele&t JOrganizational )ey* Control.1 and choose the 2Choose. button$

8. n the Change ie! "Organizational )ey* Control"* O%er%ie! s&reen &hoose the +e! Entriesb%tton an" enter the folloing +al%es)

3ariable 1ey #e*a%lt3alidation Creation -%le

01 5 01

16 5 16

1 5 1

9. (hoose Sa%e.

&$6 'rganiational Creation -%les

+se

/he &reation r%le 01 for the organiational 'e# in the SAP $est Pra&ti&es for H( pa&'age BEhP5 isPersonnel Area BP0001-!ERS folloe" b# (ost (enter BP0001-S/=.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Organizational

Data Organizational Assignment Set up organizational )ey 

ransactionCode

SPRO

2. n the Choose Acti%ity  "ialog bo sele&t JOrganizational )ey* Creation rulesL an" &hoose theJ(hooseL b%tton.

8. n the Change ie! "Organizational )ey* Creation rules."* O%er%ie! s&reen &hoose the +e!Entries b%tton an" enter the folloing +al%es)

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Creation -%le "erial no 7ield ,ame 8ength

01 01 P0001-!ERS 09

01 02 P0001-S/= 10

9. (hoose Sa%e.

. Corporate and Contract%al Agreements

.$ Contract Elements

.$$ #e*ine Contract ypes

+se

/he folloing (ontra&t t#pes are a+ailable in the SAP $est Pra&ti&es for H( pa&'age BEhP5 for%se ith the (ontra&t Elements infot#pe B3/0016.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Contractual and 

Corporate Agreements Contract Elements Define Contract 'ypes

ransactionCode

SPRO

2. n the Change ie! "Contract 'ypes"* O%er%ie!  s&reen &hoose the +e! Entries b%tton an"enter the folloing +al%es)

Contract ype Contract ype #escription 7ixed erm Contract

05 Probation Sele&t

06 Seasonal Sele&t

8. (hoose Sa%e.

.$2 #etermine Periods o* ,otice

+se

3n the SAP $est Pra&ti&es for H( pa&'age BEhP5 the folloing stan"ar" "eli+ere" perio"s ofnoti&e are "efine" to allo for the "efa%lts of noti&e perio"s for emplo#er an" emplo#ee as ell as

the en" of probationar# perio"s.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Contractual and 

Corporate Agreements Contract Elements Determine periods of

notice

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

ransactionCode

SPRO

2. n the Change ie! "Periods of +otice"* O%er%ie!  s&reen &hoose the +e! Entries b%tton an"enter the folloing +al%es)

Periods o* ,otice Periods o* ,otice #escription

01 Dail#

02 E+er# 2 ee's

08 2 ee'see'en"

09 onthl#ee'en"

05 6 ee's%arter  

06 9 ee's

0 2 ee'smonthLs en"

10 1 monthmonthLs en"

12 2 monthsmonthLs en"

18 8 monthsmonthLs en"

19 8 months%arter  

15 9 months&alen"ar %arter  

16 6 monthsmonthLs en"

1F 6 monthsmi"-#ear  

1 5 months &alen"ar %arter  

1 6 months&alen"ar %arter  

20 F months%arter  

21 1 #earmonthLs en"

22 1 #ear%arter  

28 1 #earmi"-#ear  

29 1 #ear#earLs en"

25 4n&allable

8. (hoose Sa%e.

.$& #etermine #e*a%lt Contract Elements

Proced%re1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Contractual and 

Corporate Agreements Contract Elements Determine default

contract elements

ransactionCode

PE03

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

C',-

D TCLAS

D MOLGA

A ** &CONTR=42/010-6/012-3/012-13-13-01,

.2 'b9ects on 8oan

.2$ #e*ine 'b9ects on 8oan

+se

/he SAP $est Pra&ti&es for H( pa&'age BEhP5 is "eli+ere" ith the most &ommon t#pes of(ompan# Propert# %s%all# assigne" to an emplo#ee. /his &onfig%ration allos for the proposal of a&he&'list on emplo#ee termination to ens%re the safe ret%rn of (ompan# propert#.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Contractual and 

Corporate Agreements Ob3ects on 4oan Define ob3ects on loan

ransactionCode

SPRO

2. n the Change ie! "Subtype Characteristics"* O%er%ie!  s&reen &hoose the +e! Entries b%tton an" enter the folloing +al%es)

"%btype ,ame

06 (ell Phone

0F (ompan# (re"it (ar"

0 (ompan# (ar

0 (omp%ter=aptop

10 Se&%rit# Pass

11 Par'ing Pass

12 /elephone (re"it (ar"

18 (omp%ter onitor  

19 PrinterPhoto&opier  

15 ;a a&hine

8. (hoose Sa%e.

.22 #e*ine 3alidation against Asset Acco%nting

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Contractual and 

Corporate Agreements Ob3ects on 4oan Define %alidation against

 Asset Accounting 

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

ransactionCode

PE03

3f the &%stomer is %sing the SAP Asset A&&o%nting mo"%le ob@e&ts on loan &an also be +ali"ate"against the asset n%mber ithin feat%re JA,=A(L. 3n the SAP $est Pra&ti&es for H( pa&'age

BEhP5 (ell Phone an" (omp%ter=aptop ha+e been "efine" to +ali"ate against the asset n%mber.

A,8AC

D MOLGA

10 D SUBTY

10 06 &ANLAC=Y,

10 09 &ANLAC=Y,

10 **** &ANLAC=N,

.& #e*ine Po:ers o* Attorney

+se

/he Poers of Attorne# infot#pe B3/0080 &an be %se" to store information on an emplo#ee le+elpertaining to their poers of attorne#. 3n the SAP $est Pra&ti&es for H( pa&'age BEhP5 thestan"ar" entries are "eli+ere" as follos)

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Contractual and 

Corporate Agreements Po!ers of Attorney Define po!ers of

attorney 

ransactionCode

SPRO

2. n the Change ie! "Subtype Characteristics"* O%er%ie!  s&reen &hoose the +e! Entries b%tton an" enter the folloing +al%es)

"%btype Corporate 7%nction #escription

01 =imite" &ommer&ial poers of attorne#

02 General &ommer&ial poer of attorne#

08 Poer of attorne# for ban'ing transa&tions

8. (hoose Sa%e.

5 E!al%ation 0asis

5$ Monitoring o* as/s (#etermine as/ ype)

Proced%re

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration E%aluation

Basis Monitoring of 'as)s Determine 'as) 'ype

ransactionCode

SPRO

/his is #o%r remin"er area M a tas' aiting on a&tion Bs%&h as probation epiringperforman&e appraisals "%e =A monitoring an" so on.

2. /he SAP $est Pra&ti&es for H( pa&'age BEhP5 is "eli+ere" ith these as samples. /o meet#o%r re%irements &hange the lea" or follo-%p time on these notifi&ation "ate t#pes.

as/ ype text +nit 8ead7ollo: %p time

01 Epir# of Probation 1 onths

02 /emporar# (ontra&t 2 onths

08 Pa# S&ale >%mp 2 onths

09 !or' Permit 6 onths

05 Se+ere &hallenge 6 onths

06 /raining perio" 10 Da#s

0F Dismissal prote&tion 10 Da#s

0 Epir# ina&ti+e &on. 2 onths

0 Epir# temp.&ontra&t 2 onths

12 Personal 3nter+ie 10 Da#s

9 En" of =ea+e 20 Da#s

18 ;ollo-%p e"i&al 8 onths

F0 ,et Appraisal 2 onths

52 #ate "peci*ications

52$ #e*ine #ate ypes

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration E%aluation

Basis Date Specifications Define date type

ransactionCode

SPRO

2. Date /#pes &an be propose" as "efa%lts for 3nfot#pe Date spe&ifi&ations B0091. Dates store" inDate /#pes &an be %se for Reporting as ell as Pa#roll /ime an" $enefits eligibilit#.

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

$eare these "ates are %se" in other HR (omponents. 4se &a%tion sho%l" #o% inten"to &hange or rename these "ate t#pes.

# #ate ype ext #ate Indicator  

16 riginal Hire Date 01

1F Ser+i&e Date

1 A"@%ste" Sr+& Date

1 Epe&te" Ret%rn Date

21 Rehire Date

92 =ast !or'ing Da#

98 =ast Pa#"a#

522 #etermine #e*a%lt #ate "peci*ication

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration E%aluation

Basis Date Specifications Determine default date specification

ransactionCode

SPRO

2. !ith %se of feat%re DA/AR "ate +al%es &an be "efa%lte" hen the Date Spe&ifi&ations 3nfot#pe

0091 is maintaine". ;or the SAP $est Pra&ti&es for H( pa&'age BEhP5 ;eat%re JDA/ARL is"efine" to propose "ate t#pes 16 1F an" 1 hen Date Spe&ifi&ations infot#pe B3/0091 ismaintaine".

#AA-

D MOLGA

99 &DATAR=16, NETR A !OR"G"NAL #"RE DATE!

99 A &DATAR=1$, NETR B !SERV"CE DATE!

99 B &DATAR=1%, !A'()+ S. +!

 A&t%al "ates are "efa%lte" in the "ate t#pes base" on &onfig%ration in D#nami& A&tions.Refer to the D#nami& A&tion se&tion in the Personnel A"ministration "o&%mentation for

"etails.

4 Employee ;%ali*ications3n a""ition to etensi+e %alifi&ation tra&'ing the SAP $est Pra&ti&es for H( pa&'age BEhP5 alsopro+i"es for a more minimalist approa&h to tra&'ing emplo#ee %alifi&ation information

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

4$ Ed%cation and raining

4$$ Ed%cationEstablishment ypes

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Employee

5ualifications Education and 'raining Create education

establishment types

ransactionCode

SPRO

2. /he SAP $est Pra&ti&es for H( pa&'age BEhP5 is "eli+ere" ith %p"ate" e"%&ationestablishment t#pes for emplo#ees an" appli&ants. A""itional establishments ma# be a""e" asnee"e".

ype #escription

01 Primar# S&hool

02 Se&on"ar# s&hool

20 Professional s&hool

22 /e&hni&al s&hool

28 /ra"e s&hool

51 4ni+ersit#(ollege

4$2 Create Ed%cational Certi*icates

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Employee

5ualifications Education and 'raining Create education

certificates

ransactionCode

SPRO

2. /he SAP $est Pra&ti&es for H( pa&'age BEhP5 is "eli+ere" ith %p"ate" final e"%&ational&ertifi&ates obtaine" b# emplo#ees an" appli&ants. A""itional &ertifi&ates ma# be a""e" asnee"e".

Certi*icate Certi*icate description

00 ,o final &ertifi&ate

01 ;inal (ertifi&ate

02 (omplete" &o%rse

11 ;inal &ertifi&ate

51 $a&helorLs Degree

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Certi*icate Certi*icate description

52 asterLs Degree

55 Do&torate Degree

4$& #etermine Permissible Certi*icates *or Ed%cation ype

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Employee

5ualifications Education and 'raining Determine permissible

certificates for education type

ransactionCode

SPRO

2. /he SAP $est Pra&ti&es for H( pa&'age BEhP5 is "eli+ere" ith an %p"ate" list of permissible

&ertifi&ates per e"%&ation t#pe. 3n this step #o% "etermine hi&h e"%&ational &ertifi&ates arepermissible for the e"%&ation t#pes &reate". /he assignments ma"e here are %se" to &he&'hether the e"%&ational &ertifi&ate is alloe" for the e"%&ation t#pe spe&ifie" hen entering "ataon an appli&antIs e"%&ation. /he table ma# be mo"ifie" as nee"e".

Ed%c Est Ed%c Est description Certi*icate Certi*icate description

01 Primar# S&hool 00 ,o final &ertifi&ate

01 ;inal &ertifi&ate

02 Se&on"ar# S&hool 00 ,o final &ertifi&ate

11 High S&hool gra"%ate

28 /ra"e S&hool 00 ,o final &ertifi&ate

02 (omplete" &o%rse

01 ;inal &ertifi&ate

51 4ni+ersit#(ollege 00 ,o final &ertifi&ate

01 ;inal &ertifi&ate

51 $a&helorLs "egree

52 asterIs "egree

55 Do&torate Degree

4$. 0ranches o* "t%dy

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Employee

5ualifications Education and 'raining Create branches of study 

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

ransactionCode

SPRO

2. $ran&hes of st%"# &onstit%te the main fo&%s of the emplo#ee or appli&antLs e"%&ation. /hes#stem &he&'s the bran&hes of st%"# against the e"%&ation t#pe spe&ifie" hen "ata is entere"on an emplo#eeIs e"%&ation. ;or this reason #o% m%st "etermine hi&h bran&hes of st%"# arepermissible for an e"%&ation t#pe in the net step JDetermine permissible bran&hes of st%"# foran e"%&ation t#pe. Sample entries s%&h as Je&hani&al EngineeringL are "eli+ere"N this tablema# be mo"ifie" as nee"e".

4$5 #etermine Permissible 0ranches o* "t%dy *or Ed%cationalypes

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Employee

5ualifications Education and 'raining Determine permissible

branches of study for education type

ransactionCode

SPRO

2. 3n this step bran&hes of st%"# that are permissible for the e"%&ation t#pes &reate" are "efine"./he s#stem %ses the entries here to &he&' hether the spe&ifie" bran&hes of st%"# arepermissible for an e"%&ation t#pe hen "ata is entere" on an appli&antIs e"%&ation. /o mar' abran&h of st%"# as permissible for an e"%&ation t#pe spe&if# the bran&h of st%"# 'e# an" thea&&ompan#ing e"%&ation t#pe 'e#. /he s#stem then a%tomati&all# pro+i"es the tet for the 'e#./he folloing eamples ha+e been &onfig%re" in the SAP $est Pra&ti&es for H( pa&'ageBEhP5)

Ed%c Est Ed%c Est #escription 0ranch 0ranch o* "t%dy ext

01 Primar# S&hool 00000

02 Se&on"ar# S&hool00000

28 /ra"e S&hool 00000

00020 $%siness

51 4ni+ersit#(ollege 00000

00011 o"ern lang%ages

00080 Ps#&holog#

00081 Pe"agog#

00088 $%siness &areers for omen0009 $%siness &omp%ter s&ien&es

00050 $%siness a"ministration

00051 =a

00052 e"i&ine

00058 $iolog#

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Ed%c Est Ed%c Est #escription 0ranch 0ranch o* "t%dy ext

00059 (hemi&al in"%str#

00055 Ph#si&s

00056 ther nat%ral s&ien&es

0005F athemati&s

0005 (omp%ter s&ien&es

0005 /e&hni&al &omp%ter s&ien&es

6 Comm%nication ypes

+se

3n this a&ti+it# #o% &reate the &omm%ni&ation t#pes.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration

Communication Create communication types

ransactionCode

SPRO

2. (omm%ni&ation t#pes are store" in (omm%ni&ations infot#pe B3/0105. /he stan"ar" SAPs#stem is "eli+ere" ith &ertain &omm%ni&ation t#pes that ha+e been "efine" as s%bt#pes of3nfot#pe 0105 s%&h as 0001 s#stem %ser name. !e re&ommen" #o% "o not "elete the stan"ar"

"eli+ere" entr# of 0001 s#stem %ser name. (omm%ni&ation t#pes ith a /ime (onstraint of J2Lma# ha+e gaps b%t no o+erlapping re&or"s are alloe". (omm%ni&ation t#pes ith a /ime(onstraint of J8L also allo gaps b%t re&or"s ma# o+erlap or more than one s%bt#pe ma# eist atthe same time.

ype #escription ime Constraint

0001 S#stem %ser name BSK-4,AE 2

0002 SAP2 2

0008 ,etpass 2

0009 /S1 2

0005 ;a 2

0006 7oi&e mail 2

0010 E-mail 8

0011 (re"it &ar" n%mberBs 8

0020 ;irst telephone n%mber at or' 2

0080 Pri+ate E-ail A""ress 8

(E== (ell Phone 8

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

ype #escription ime Constraint

PH, obile(ar Phone 8

A3= E-ail 8

PAGR Pager 8

/he or'flo templates "eli+ere" b# SAP %se (omm%ni&ation /#pe 0001 to i"entif#re&ipient.

< C%stomiing Proced%res

<$$ Assign In*otypes to Co%ntries

+se

3n this step #o% spe&if# the permissibilit# of 3nfot#pes for &o%ntries. 3f the (o%ntr#-Depen"entS%bt#pes in"i&ator is set for the infot#pe in +ie /FFFD 3nfot#pes - DialogDatabase Assignment#o% &an also spe&if# the permissibilit# of S%bt#pes for &o%ntr# infot#pes. /he table belo onl#ill%strates 3/0006 b%t the table &ontains man# more infot#pes.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures /nfotypes Assign infotypes to countries

ransactionCode

SPRO

2. n the JChange ie! 2/nfotypes 6 country7specific settings"* O%er%ie!.  s&reen the s#stem"ispla#s the folloing +al%es)

In*oype In*otypeext

"ype ,ame CtryGrpg

,ame o*H-Co%ntryGro%ping

Permitted ,otPermitted

=arn

0006 A""resses E1 /a @%ris"i&tionnon

09 Spain <

0006 A""resses ;P($ A""ressepen"ant le

0F (ana"a <

0006 A""resses H/< H)/a(ons%ltant A"

2F Hongong

<

0006 A""resses >1 ffi&ialBtaa""ress

22 >apan <

0006 A""resses >2 G%arantor 22 >apan <

0006 A""resses >8 A""ress "%ringlea+e

22 >apan <

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

In*oype In*otypeext

"ype ,ame CtryGrpg

,ame o*H-Co%ntryGro%ping

Permitted ,otPermitted

=arn

0006 A""resses 1 A%thorie"agent a""

0F (ana"a <

0006 A""resses R1 A&&ommo"ationpro+i"e

0F (ana"a <

0006 A""resses R2 Hotela&&ommo"ationp

0F (ana"a <

0006 A""resses 4S01 Pa#&he&'=o&ation

10 4SA <

<2 In*otype Men%s

3nfot#pe en%s are %se" to gro%p 3nfot#pes together to form a b%siness f%n&tional area an" for "atasensiti+it#. /he "eli+ere" men%s ass%me the assignment to the 4ser Parameter of 4GR for the4ser Gro%p.

/he tabs "ispla#e" in Displa# an" aintain aster Data &an easil# be &%stomie" to meet the&%stomerLs re%irements. /he 3nfot#pe en%s &an be "efine" so the# are "epen"ent on the 4serGro%p an" Referen&e 4ser Gro%p.

<2$ In*otype Men%

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures /nfotype Menus /nfotype Menu

ransactionCode

SPRO

2. /he SAP $est Pra&ti&es for H( pa&'age BEhP5 has gro%pe" together &ommonl# %se"3nfot#pes an" &reate" se+en 3nfot#pe en%s. A""itional 3nfot#pe en%s an" &hanges to theeisting en%s &an be performe" to meet the &lientLs re%irements.

Men% Men% ext +G- "e>?

In*otype In*otype text

01 $asi& Personal Data 01 0000 A&tions

05 0001 rganiational Assignment

10 0002 Personal Data

15 0006 A""resses

20 000 $an' Detail

25 0021 ;amil# emberDepen"ents

80 0105 (omm%ni&ation

08 Gross,et Pa#roll 01 000 $asi& Pa#

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Men% Men% ext +G- "e>?

In*otype In*otype text

05 0019 Re&%r. Pa#mentsDe"s.

10 0015 A""itional Pa#ments

15 002F (ost Distrib%tion 20 000 $an' Details

25 0011 Et. $an' /ransfers

80 0008 Pa#roll Stat%s

85 0902 Pa#roll Res%lts

4D /ime Re&or"ing 01 000F Planne" !or'ing /ime

05 2001 Absen&es

10 2006 Absen&e %otas

15 2002 Atten"an&es

20 200F Atten"an&e %otas

25 2018 %ota (orre&tions

80 2008 S%bstit%tions

85 0916 /ime %ota (ompensation

90 2005 +ertime

95 2010 Emplo#ee Rem%neration 3nfo

50 2009 A+ailabilit#

55 2012 /ime /ransfer Spe&ifi&ations

60 2011 /ime E+ents

65 008

=ea+e Entitlement(ompensation

49 A""itional PersonalData

01 001 onitoring of /as's

05 001F /ra+el Pri+ileges

10 0082 3nternal Data

15 0091 Date Spe&ifi&ations

20 0090 b@e&ts on =oan

25 015 Personal 3Ds

18 Planning Data 01 0081 Referen&e Personnel ,%mbers

4$ =abor Relations 01 0016 (ontra&t Elements

06 005F embership ;ees

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

<22 #etermine Choice o* In*otype Men%s

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures /nfotype Menus Determine choice of infotype menus

ransactionCode

SPRO

2. n&e the 3nfot#pe en%s ha+e been &reate" the en%s to be "ispla#e" as ell as the or"erm%st be "efine")

Men% Men% ext +ser Gro%p ,o Men% ext

01 Personnel A"ministration 01 01 $asi& Personal Data

05 08 Gross,et Pa#roll

10 4D /ime Re&or"ing

15 49 A""tl. Personal Data

20 18 Planning Data

25 4$ =abor Relations

<& Actions A&tions are %se" to lin' 3nfot#pes together an" form a b%siness pro&ess for eample a Hiring A&tion./he "eli+ere" A&tions ass%me the assignment to the 4ser Parameter of 4GR 00 for the 4ser Gro%p.

<&$ +ser Gro%p #ependency on Men%s and In*ogro%ps

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures Actions Define infogroups 8ser #roup

Dependency on Menus and /nfogroups

ransactionCode

SPRO

2. All a&tions of the SAP $est Pra&ti&es for H( pa&'age BEhP5 are %ser-"epen"ent an"assigne" to referen&e gro%p . 3f the %ser "oes not ha+e the parameter 4GR maintaine" in

their %ser "efa%lts hen the# a&&ess the a&tion the s#stem "ispla#s a arning ( . /he folloinga&tions are "eli+ere" ith the SAP $est Pra&ti&es for H( pa&'age BEhP5.

Men% Men% ext +ser #ep -eaction -e*erence

00 ,e Hire < !

88 /ransfer < !

89 Position (hange < !

91 /ermination < !

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Men% Men% ext +ser #ep -eaction -e*erence

81 Rehire < !

92 Retirement < !

8 =ea+e of Absen&e BPai" < !

8 =ea+e of Absen&e B4npai" < !

90 Ret%rn from =ea+e of Absen&e < !

K$ Hire ini-aster Re&or" < !

16 Separate ini-aster Re&or" < !

1F Rehire ini-aster Re&or" < !

82 Eternal Hire < !

F Eternal /ermination < !

6 Eternal Rehire < !

3t is not possible to ha+e m%ltiple stat%s-&hanging a&tions on one "a#. (reation ofm%ltiple a&tions that &hange the emplo#ee stat%s fiel"s &a%ses the first a&tion to be"elete". !hile the s#stem pro+i"es a prompt arning of the "eletion this sho%l" bema"e &lear in all %ser pro&e"%res so that no "ata is lost "%e to %ser error.

 Also it sho%l" be note" that this f%n&tionalit# onl# pertains to infot#pe 0000 A&tions. Allother infot#pes are not affe&te" b# this an" follo stan"ar" time &onstraints for thatinfot#pe.

<&2 #e*ine In*ogro%ps3n the SAP $est Pra&ti&es for H( pa&'age BEhP5 #o% &an "efine the se%en&e of infot#pes thatare assigne" to spe&ifi& a&tions. /his pro+i"es a &onsistent metho" of maintaining emplo#ee "ataitho%t ha+ing to maintain the infot#pes in"i+i"%all#.

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures Actions Define /nfogroups /nfo group

ransaction

Code

SPRO

<&2$ Hiring Action

/he Hiring A&tion is %se" to hire an emplo#ee into the s#stem. /o ease "ata entr# a n%mber ofD#nami& A&tions ha+e been &onfig%re" "etails on D#nami& A&tions are fo%n" in the net portion ofthe Personnel A"ministration "o&%mentation. /he folloing D#nami& A&tions ha+e been &onfig%re"for %se ith the Hiring A&tion)

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

• Defa%lt "ates into the "ates t#pes in Date Spe&ifi&ations 3nfot#pe 0091. 3nfot#pe 0091 is

&reate" in the ba&'gro%n" ith the "#nami& a&tion then presente" as D "%ring the Hiring A&tion in or"er for the %ser to +ali"ate an" &hange the "ate "efa%lts if ne&essar#

• 3f the emplo#ee is i"entifie" as marrie" on 3nfot#pe 0002 a ;amil# Relate" Persons 3nfot#pe

0021 ith the s%bt#pe J1 Spo%seL is presente"

• 3f the emplo#ee is a 4nion emplo#ee the embership D%es 3nfot#pe 005F are &reate" in theba&'gro%n"

/he folloing 3nfot#pes ha+e been &onfig%re" for the ,e Hire A&tion)

In*ogro%p +G IGM ,o 'p I "%b In*otype text

00 ,e Hire

95 3,S 00FF A""itional Personal Data

50 3,S 001F /ra+el Pri+ileges

55 3,S 0815 /ime Sheets Defa%lts

60 3,S 0016 (ontra&t Elements

65 3,S 002 3nternal e"i&al Ser+i&e

F0 3,S 001 onitoring of /as's

F 3,S 0090 b@e&ts on =oan

3,S 015 Personal 3Ds

3,S 0022 E"%&ation

<&22 rans*er Action

/he /ransfer A&tion is %se" hen an emplo#ee mo+es ithin the &ompan# to another area or

&ompan# &o"e. /he /ransfer ma# or ma# not res%lt in a &hange of pa# as ell as a &hange in or's&he"%le.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

88 /ransfer 

05 (P 0006 1 A""resses

20 3,SS 000 $asi& Pa#

25 (P 0815 /ime Sheet Defa%lts

80 (P 001F /ra+el Pri+ileges

<&2& Position Change Action

/he Position (hange A&tion is %se" to &apt%re the emplo#eeLs &hange in pa#. Reasons atta&he" tothe A&tion &an be %se" to i"entif# the reason for the &hanges s%&h as in&reases merit a"@%stmentsan" so on. Sho%l" the emplo#ee be eperien&ing a &hange in pa# as ell as a &hange in positionthe appropriate a&tion to %se o%l" be Position (hange.

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

<&2. ermination Action

/he /ermination A&tion is %se" hen the emplo#ee is not epe&te" to ret%rn to the organiation.3n&l%"e" in the /ermination A&tion is the opport%nit# to "elimit the emplo#ees b@e&ts on =oan asell as Re&%rring De"%&tions an" Pa#ments.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

91 /ermination

15 (P 000 $an' Details

20 =3S 0019 Pa#mentsDe"%&tions.

80 =3S 0090 b@e&ts on =oan

85 D 0091 Date Spe&ifi&ations

90 =3S 0105 (omm%ni&ations

<&25 -ehire Action

/he Rehire A&tion is similar to the Hiring A&tion. 3t has been in&l%"e" as a separate A&tion for toreasons. /he first being the A&tion Reasons asso&iate" ma# be "ifferent than the Hiring A&tion an"se&on"l# the former emplo#ee has a Personnel ,%mber in SAP that &an be rea&ti+ate". 4tiliing thesame Personnel ,%mber pro+i"es a &ontin%o%s histor# in the life&#&le of the emplo#eeLsin+ol+ement ith the organiation. 4sing operation (P is %se" instea" of 3,S in"i&ating thepre+io%s re&or" ma# be &opie" rather than &reate".

In*ogro%p +G IGM ,o 'p I "%b In*otype text

81 Rehire

95 3,S 00FF A""itional Personal Data

50 3,S 001F /ra+el Pri+ileges

55 3,S 0815 /ime Sheets Defa%lts

60 3,S 0016 (ontra&t Elements

65 3,S 002 3nternal e"i&al Ser+i&e

F0 3,S 001 onitoring of /as's

F 3,S 0090 b@e&ts on =oan

3,S 015 Personal 3Ds

3,S 0022 E"%&ation

<&24 -etirement Action/he Retirement a&tion is %se" hen an emplo#ee retires from the organiation.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

92 Retirement

0 (P 000F Planne" !or' /ime

20 (P 000 $an' Details

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

25 =3S 0019 Re&%rring Pa#mentsDe"%&tions

85 =3S 0090 b@e&ts on =oan

90 D 0091 Date Spe&ifi&ations

95 =3S 0105 (omm%ni&ations

<&26 8ea!e '* Absence Action

/o =ea+e of Absen&e A&tions are "eli+ere". ne ass%mes the emplo#ee is on a pai" lea+e hilethe other ass%mes an %npai" lea+e. /he =ea+e of Absen&e A&tions &ontain the onitoring of /as's3nfot#pe 001 to monitor the emplo#eeLs epe&te" ret%rn to or' "ate.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

8 =ea+e of Absen&eBPai"

10 (P 0006 1 A""resses

15 3,S 2001 Absen&es

20 3,S 001 9 onitoring of /as's

8 =ea+e of Absen&eB4npai"

05 (P 0006 1 A""resses

10 3,S 2001 Absen&es

15 D 0091 Date Spe&ifi&ations

20 3,S 001 9 onitoring of /as's

25 =3S 0019

Re&%rringPa#mentsDe"%&tions

<&2< -et%rn *rom 8ea!e o* Absence

/he Ret%rn from =ea+e of Absen&e a&tions is %se" hen an emplo#ee is ret%rning from =ea+e of Absen&e A&ti+e Stat%s.

  In*ogro%p +G IGM ,o 'p I "%b In*otype text

90 Ret%rn from =ea+e of Absen&e

15 (P 0002 Personnel Data

20 (P 0006 1 A""resses

25 (P 2001 Absen&es

80 (P 000 $an' Details

85 D 0091 Date Spe&ifi&ations

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

<&2@ Hire MiniMaster -ecord Action

/he Hire ini-aster Re&or" A&tion is %se" to hire an emplo#ee into the s#stem. As oppose" to the,e Hire A&tion onl# a s%bset of infot#pes is %se" to re&or" the person in the s#stem. /he folloinginfot#pes ha+e been &onfig%re" for the Hire ini-aster Re&or".

In*ogro%p +G IGM ,o 'p I "%b In*otype text

K$ Hire in-aster Re&or" 05 3,S 0001 rganiational Assignment

10 3,S 0002 Personal Data

15 3,S 0006 1 A""ress

20 3,S 0091 Date Spe&ifi&ations

25 3,S 000F Planne" !or'ing /ime

80 3,S 001F /ra+el Pri+ileges

85 3,S 0815 /ime Sheet Defa%lts

<&2$B "eparate MiniMaster -ecord Action

/he Separate ini-aster Re&or" A&tion is %se" to separate an emplo#ee from the s#stem ho ashire" %sing the Hire ini-aster Re&or" A&tion. /he folloing infot#pes ha+e been &onfig%re" for theSeparate ini-aster Re&or".

In*ogro%p +G IGM ,o 'p I "%b In*otype text

16 Separate ini-asterRe&or"

05 (P 0001

rganiational Assignment

10 (P 0091 Date Spe&ifi&ations

<&2$$ -ehire MiniMaster -ecord Action/he Rehire ini-aster Re&or" A&tion is %se" to rehire a person into the s#stem ho as apre+io%s emplo#ee in SAP. /his "iffers from the Rehire a&tion in that it presents a s%bset ofinfot#pes. /he folloing infot#pes ha+e been &onfig%re" for the Rehire ini-aster Re&or".

In*ogro%p +G IGM ,o 'p I "%b In*otype text

1F Rehire ini-asterRe&or"

05 (P 0001

rganiational Assignment

10 (P 0002 Personal Data

15 (P 0006 1 A""ress

20 (P 0091 Date Spe&ifi&ations 25 3,SS 000F Planne" !or'ing /ime

80 3,S 001F /ra+el Pri+ileges

85 3,S 0815 /ime Sheet Defa%lts

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

<&2$2 External Hire Action

/he Eternal Hire A&tion is %se" to hire an eternal person into the s#stem. /he folloing infot#pesha+e been &onfig%re" for the Eternal Hire.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

82 Eternal Hire 2F 3,S 000 $asi& Pa#

85 3,S 0016 (ontra&t Element

90 3,S 001 0 onitoring of /as's

95 3,S 0091 Date Spe&ifi&ations

50 3,S 001F /ra+el Pri+ileges

55 3,S 0090 b@e&ts on =oan

<&2$& External ermination Action/he Eternal /ermination A&tion is %se" to separate an eternal person from the s#stem. /hefolloing infot#pes ha+e been &onfig%re" for the Eternal Separation.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

F Eternal /ermination 05 (P 0001 rganiational Assignment

80 (P 0091 Date Spe&ifi&ations

85 =3S 0090 b@e&ts on =oan

<&2$. External -ehire Action

/he Eternal Rehire A&tion is %se" to rehire an eternal person into the s#stem. /he folloinginfot#pes ha+e been &onfig%re" for the Eternal Rehire.

In*ogro%p +G IGM ,o 'p I "%b In*otype text

6 Eternal Rehire 05 3,SS 0001 rganiational Assignment

10 (P 0002 Personal Data

18 (P 000F Planne" !or'ing /ime

15 (P 000 $asi& Pa#

20 3,S 0016 (ontra&t Element

25 3,S 001 0 onitoring of /as's

80 (P 0091 Date Spe&ifi&ations

85 3,S 001F /ra+el Pri+ileges

90 3,S 0090 b@e&ts on =oan

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

<&& "et %p Personnel Actions

3n the SAP $est Pra&ti&es for H( pa&'age BEhP5 #o% &an %se personnel a&tions to &arr# o%t&omple personnel a"ministration pro&e"%res. A personnel a&tion "ispla#s in the &orre&t se%en&ethe infot#pes that ha+e to be maintaine" for a spe&ifi& a&tion.

Proced%re1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures Actions Set up personnel actions

ransactionCode

SPRO

2. n the Choose Acti%ity  "ialog bo "o%ble-&li&' Personnel Action 'ypes.

8. (hoose +e! Entries.

9. a'e the folloing entries)

   A  c   t   i  o

  n

   ,  a  m  e  o   *   A  c   t   i  o

  n

   7

   C

   C  %  s   t  o  m  e  r   "  p  e  c   i   *   i  c

   E  m  p   l  o  y  m  e

  n   t

   "  p  e  c )   P  y  m

   t

   C   h  e  c   /    P

   P

   A

   E

   G

   E   "

   G    I   G

   #  a   t  e   C  o  n   t  r

  o   l

   +   B   B   B   B

   +   B   &   B   2

00 N+ #+ 1 3 1 00

30 T)+ 0 3 1 33

31 5)5 C7+ 0 3 1 34

2$ T+85 0 0 0 MSN20 41 1

03 R++ 0 3 1 MSN21 31

2% R++8+ 0 2 0 MSN32 42 1

46L++ 5A)+.+ :;

0 3 1 3%

3$

L++ 5A)+.+:U<;

0 1 39

4%

R+( 58L++ 5A)+.+

0 3 40

YB#+ M-M)+R+.5

1 3 1 YB

94S+<+ M-M)+ R+.5

0 0 0 MSN20 16

9R++ M-M)+ R+.5

0 3 1 MSN21 1$

04 E>+? #+ 1 3 1 32

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

   A  c   t   i  o  n

   ,  a  m  e  o   *   A  c   t   i  o  n

   7   C

   C  %

  s   t  o  m  e  r   "  p  e  c   i   *   i  c

   E  m  p   l  o  y  m  e  n   t

   "  p  e  c )   P  y  m   t

   C   h  e  c   /    P

   P   A

   E   G

   E   "   G    I   G

   #  a   t  e   C  o  n   t  r  o   l

   +   B   B   B   B

   +   B   &   B   2

93E>+?T+85

0 0 0 MSN20 9$ 1

96 E>+? R++ 0 3 1 MSN21 96

5. Sa+e #o%r entries.

<&. +pdate In*otype B&B2 :hen Exec%ting an Action

/he in"i&ator 89:9;  "efines hether the personnel a&tion t#pe is store" in the Additional Actions infot#pe B0802.

+se

• 3f #o% set the in"i&ator 89:9;  the personnel a&tion t#pe is store" in the Additional Actions 

infot#pe B0802.

• 3f #o% ant to a%tomati&all# log all personnel a&tion t#pes that are ee&%te" for an

emplo#ee set the in"i&ator 89:9;  for all personnel a&tion t#pes. All personnel a&tion t#pesthat are ee&%te" for the emplo#ee an" the relate" reasons are then store" in the  Additional 

 Actions infot#pe B0802 for the spe&ifie" 'e# "ate.

• 3f #o% "o not set the in"i&ator 89:9;  the personnel a&tion t#pe is not store" in the

 Additional Actions infot#pe B0802

<&.$ Additional ActionsSAP stan"ar" f%n&tionalit# allos the ee&%tion of m%ltiple personnel A&tions on the same effe&ti+e"ate. As part of the installation pro&ess for the SAP $est Pra&ti&es for H( pa&'age BEhP5 theSAP stan"ar" report RP4E7S4P prepares the s#stem for this f%n&tionalit#. /he A&ti+ation Programfor A""itional A&tions BRP4E7S4P sets se+eral s#stem settings that allo m%ltiple A&tion Binfot#pe0000 re&or"s to be store" on the same "a#. Refer to the 3nstallation G%i"e for a""itional "etails.

3t is not possible to ha+e m%ltiple stat%s-&hanging a&tions on one "a#. (reation ofm%ltiple a&tions that &hange the emplo#ee stat%s fiel"s &a%ses the first a&tion to be"elete". !hile the s#stem pro+i"es a prompt arning of the "eletion this sho%l" bema"e &lear in all %ser pro&e"%res so that no "ata is lost "%e to %ser error.

 Also it sho%l" be note" that this f%n&tionalit# onl# pertains to infot#pe 0000 A&tions. Allother infot#pes are not affe&te" b# this an" follo stan"ar" time &onstraints for thatinfot#pe.

<&5 Create -easons *or Personnel Actions

3n the SAP $est Pra&ti&es for H( pa&'age BEhP5 #o% &an "etermine the reasons for a&tions.

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures Actions Create reasons for personnel actions

ransactionCode

SPRO

2. /he opport%nit# eists to attach reasons to each Personnel Action and the Action reasons canbe %ery helpful in reporting$ Each Action is deli%ered !ith a blan) reason code to a%oidmandating a reason for each Action$ 'o mandate a reason delete the Blan) entry$

 Action Code / Description Code Infotype text

99 6 +e! <ire

9= +e! Position

9> +e! Product 4ine

9? -e7Organization

9@ Attrition

:9 6 'ransfer  = Career Opportunity  

> Personal  

? 4ateral Mo%e

@ Demotion

09 -eclassification

00 'emporary to -egular  

0; -egular to 'emporary  

0 -e7Organization

0 Promotion

:0 6 Position Change +o -eason

9 Pay Scale -eclassification

9 Pay Scale /ncrease

9= Annual -e%ie!

9> Demotion

9? Ad3ustment  

;> 6 'ermination @ /n%ol Death of Employee

09 ol Seasonal  

00 ol Career Opportunity  

0; ol -elocation

0: ol <ealth -easons

0 ol urther Study  

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

 Action Code / Description Code Infotype text

0 ol Mutual Agreement  

0= /n%oluntary  

0> /n%ol Management Conflict  

0? ol Dissatisfd !&Co!or)ers

0@ ol Dissatisfd Company Perf  

;9 ol Dissatisfd Company Policy  

;0 ol Dissatisfd !ith Pay  

;; ol Dissatisfd !&(or) <ours

;: ol ailed to return from 4OA

; ol 5uit !ithout +otice

; ol 'ransportation Problems

;= ol isa Expired  ;> /n%ol /nsubordination

;? /n%ol 4ocation Closed  

;@ /n%ol iol of Company Policy  

:9 /n%ol iolation of Safety -ule

9: 6 -ehire 9 Seasonal  

9= -einstatement  

= 6 4ea%e of Absence Paid9: Sabbatical  

9? Education 4ea%e

9@ 4ayoff !ith Se%erance

09 Military  

:> 6 4ea%e of Absence 8npaid 9: Sabbatical  

9? Education 4ea%e

9@ 4ayoff !ith Se%erance

09 Military  

? 6 -eturn from 4ea%e of Absence9; End of 4ea%e

9: -estaffing  

9 End of shut do!n

9 6 External <ire 9 'emporary Placement  

9 Special Pro3ect  

@: 6 External 'ermination 90 Assignment Ended  

9; -emo%e from Ser%ice

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

 Action Code / Description Code Infotype text

@= 6 External -ehire 90 'emporary Placement  

9; Special Pro3ects

FB 6 <ire Mini7Master -ecord 90 +e! Position

9; +e! Product 4ine

9: -e7Organization

9 Attrition

9 Special Pro3ects

9= AcGuisition

@ 6 Separate Mini7Master -ecord 90 Career Opportunity  

9; -elocation

9: <ealth -easons

9 urther Study  9 Mutual Agreement  

9= /n%oluntary  

9? Death of Employee

9@ Management Conflict  

09 Seasonal  

00 Plant Closing  

0; Profitability&Economic  

0: oluntary  

0 ull -etirement  

@ 6 -ehire Mini7Master -ecord 90 +e! Position

9; +e! Product 4ine

9: -e7Organization

9 Attrition

9 Special Pro3ects

9= AcGuisition

<&4 +ser Gro%p #ependency on Men%s and In*o Gro%ps

3n this step #o% "efine a men% of a&tions that appears if the %ser &hooses the f%n&tion Personnelactions in HR master "ata maintenan&e. /he men% &an be "efine" so that it is "epen"ent on the%ser gro%p B%ser parameter 8#- . 3f there are no entries in the table for the %serIs %ser gro%p or ifthe %ser has not maintaine" their %ser gro%p a referen&e %ser gro%p is "etermine" hi&h is %se" toset %p the men%.

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

<&6 Change Action Men%

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

Procedures Actions Change action menu

ransactionCode

SPRO

2. /he A&tion men% &ontrols the A&tions that are liste" in PA90 Personnel A&tions as ell as theor"er. /he SAP $est Pra&ti&es for H( pa&'age BEhP5 "eli+ers the folloing A&tion en%)

Men% Men% ext +ser Gro%p "e> Action ext

01 A&tions 01 00 ,e Hire

05 80 /ransfer  

10 81 Position (hange

15 96 =ea+e of Absen&e BPai"

20 8F =ea+e of Absen&e B4npai"

25 9 Ret%rn from =ea+e of Absen&e

80 2F /ermination

85 2 Retirement

90 08 Rehire

60 K$ Hire ini-aster Re&or"

65 9 Separate ini-aster Re&or"

F0 5 Rehire ini-aster Re&or" 95 09 Eternal Hire

50 8 Eternal /ermination

55 6 Eternal Rehire

<. #ynamic Actions

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)IMG Path Personnel Management Personnel Administration Customizing

Procedures Dynamic Actions

ransactionCode

SPRO

D#nami& a&tions allo #o% to trigger &ertain t#pes of pro&esses hen maintaining an infot#pe.Eamples of these pro&esses are &alling an a""itional infot#pe an" ee&%ting a f%n&tion mo"%le togenerate a fiel" +al%e or &reating a ne infot#pe an" passing fiel" +al%es li'e "ates to the ne

* SAP AG Page 86 of 8

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

infot#pe s%&h as ith infot#pe 3/0091 Date Spe&ifi&ation. /he folloing D#nami& A&tions are"eli+ere" ith /he SAP $est Pra&ti&es for H( pa&'age BEhP5. /he a&tions ma# be &ommente"o%t as ell as ne "#nami& a&tions &onfig%re".

D%ring the Hire Date Spe&ifi&ations 3nfot#pe 3/0091 is &reate" in the ba&'gro%n" ith the 16riginal Hire Date 1F Ser+i&e Date 1 A"@%ste" Ser+i&e Date. /he start "ate of the A&tion is"efa%lte" as the effe&ti+e "ate for the "ate t#pes.

@ C%stomiing +ser Inter*aces

@$ In*otype Headers

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Customizing

8ser /nterfaces Change Screen <eader /nfotype header definition

ransactionCode

SPRO

2. /he infot#pe hea"er 92 has been &hange" so that the emplo#ee stat%s is not appearing on topof the emplo#ee name. 3t has been mo+e" to the thir" line of the hea"er net to so&ial se&%rit#n%mber. /his &hange is effe&ti+e for all 3nfot#pes.

Header Mod 8ine Col%mn I "ty 7ield ,ame 7ield ype 1ey:ord

92 1 01 0000 PER,R DD2

92 1 19 0000 PER,R DA/

92 1 88 0001 E,AE DD1

92 1 96 0001 E,AE DA/92 2 01 0001 PERSG DD2

92 2 19 0001 PERSG DA/

92 2 1F 0001 PERSG D/<

92 2 88 0001 !ERS DD2

92 2 96 0001 !ERS DA/

92 2 5F 0001 !ERS D/<

92 8 01 0001 PERS DD2

92 8 19 0001 PERS DA/

92 8 1F 0001 PERS D/<

92 8 88 0002 PER3D /<D SS1

92 8 8 0002 PER3D DA/

92 8 55 0000 S/A/2 /<D AS1

92 8 69 0000 S/A/2 D/<

 

* SAP AG Page 8F of 8

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

$B Internal Medical

$B$ "peci*y Examination ypes

+se3n /he SAP $est Pra&ti&es for H( pa&'age BEhP5 a""itional eamination t#pes ha+e been"eli+ere" to han"le Pre Post an" Ran"om Dr%g S&reening. /he stan"ar" "eli+ere" entries ha+e notbeen mo"ifie".

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Personal Data

 /nternal Medical Ser%ice Specify Examination 'ypes

ransactionCode

SPRO

2. n the Change ie! "Subtype Characteristics"* O%er%ie! s&reen &hoose the +e! Entriesb%tton an" enter the folloing +al%es)

"%btype Examination ype ext ime Constraint

K01 Post ffer Dr%g S&reening 2

K02 Pre Dr%g /est 2

K08 Ran"om Dr%g /est 2

K09 Reasonable S%spi&ion 2

8. (hoose Sa%e.

$B2 #etermine Examination -es%lts

+se

;or the enhan&ement pa&'age 5 release of SAP $est Pra&ti&es for H( a""itional eaminationres%lts are "eli+ere" to han"le pre- post- an" ran"om "r%g s&reening. /he stan"ar" "eli+ere"entries ere not mo"ifie".

Proced%re

1. A&&ess the a&ti+it# %sing one of the folloing na+igation options)

IMG Path Personnel Management Personnel Administration Personal Data

 /nternal Medical Ser%ice Define Examination -esults

ransactionCode

SPRO

2. n the JChange ie! "Examination -esults"* O%er%ie!.  s&reen ma'e the folloing entries)

-es%lt Examination -es%lt

06 Positi+e

0F ,egati+e

* SAP AG Page 8 of 8

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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e

0 (omplete

0 3n&omplete

10 3n+ali" /est

8. Sa+e #o%r entries.

$$Generate 7eat%res

+se

3f the feat%res ere not a&ti+ate" "%ring their &reation %se this a&ti+it# to a&ti+ate all feat%res.

Proced%re

1. A&&ess the a&ti+it# from the SAP Eas# A&&ess men% %sing one of the folloing na+igationoptions)

ransaction Code   SE38

"AP Men% Path 'ools ABAP (or)bench De%elopment ABAP Editor 

2. 3n the Program fiel" enter RPUMKG00 an" &hoose the Execute b%tton B;.

ptional) enter onl# the spe&ifi& names of the feat%res #o% ant to a&ti+ate

8. =ea+e all the "efa%lte" +al%es an" &hoose the Execute b%tton.