552_hcm extended global personnel administration_erp605_bb_configguide_en_us.doc
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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 $lo&' (onfig%ration G%i"e
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SAP Best Practices Personnel A"ministration) (onfig%ration G%i"e
Copyright
* 2011 SAP AG. All rights reser+e".
,o part of this p%bli&ation ma# be repro"%&e" or transmitte" in an# form or for an# p%rpose itho%t the epress
permission of SAP AG. /he information &ontaine" herein ma# be &hange" itho%t prior noti&e.
Some softare pro"%&ts mar'ete" b# SAP AG an" its "istrib%tors &ontain proprietar# softare &omponents ofother softare +en"ors.
i&rosoft !in"os E&el %tloo' an" PoerPoint are registere" tra"emar's of i&rosoft (orporation.
3$ 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%enðe 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
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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.