hr550 - personel cost planning and simulation

8/12/2019 HR550 - Personel Cost Planning and Simulation

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HR550Personnel Cost Planning and

Simulation

mySAP ERP Human Capital Management

Date

Training Center

Instructors

Education Website

Participant HandbookCourse Version: 2005 Q2Course Duration: 2 Day(s)Material Number: 50073214

An SAP course - use it to learn, reference it for work



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Copyright

Copyright © 2005 SAP AG. All rights reserved.

No part of this publ ication may be reproduced or t ransmitted in any form or for any purpose without theexpress permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.

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THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLYDISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUTLIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT,GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL,CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDINGWITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROMTHE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.



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About This Handbook

This handbook is intended to complement the instructor-led presentation of thiscourse, and serve as a source of reference. It is not suitable for self-study.

Typographic ConventionsAmerican English is the standard used in this handbook. The following typographicconventions are also used.

Type Style Description

Example text Words or characters that appear on the screen. Theseinclude field names, screen titles, pushbuttons as well asmenu names, paths, and options.

Also used for cross-references to other documentation both internal (in this documentation) and external (inother locations, such as SAPNet).

Example text Emphasized words or phrases in body text, titles of graphics, and tables

EXAMPLE TEXT Names of elements in the system. These include reportnames, program names, transaction codes, table names,and individual key words of a programming language,when surrounded by body text, for example SELECTand INCLUDE.

Example text Screen output. This includes file and directory namesand their paths, messages, names of variables and parameters, and passages of the source text of a program.

Example text Exact user entry. These are words and characters thatyou enter in the system exactly as they appear in thedocumentation.

<Example text> Variable user entry. Pointed brackets indicate that youreplace these words and characters with appropriateentries.

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About This Handbook HR550

Icons in Body TextThe following icons are used in this handbook.

Icon Meaning

For more information, tips, or background

Note or furth er explanation of previous point

Exception or caution

Procedures

Indicates that the item is displayed in the instructor’s presentation.

iv © 2005 SAP AG. All rights reserved. 2005/Q2



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Contents

Course Overview .... ...... ...... ...... ....... ...... ...... ...... ....... ...... ...... ....... .... viiCourse Goals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiCourse Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Unit 1: Introduction .. ...... ...... ...... ....... ...... ...... ....... ...... ...... ...... ....... ..... 1

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Unit 2: Planning Preparation............................................................... 23

Planning Preparation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Unit 3: Data collection... ...... ....... ...... ...... ...... ....... ...... ...... ...... ....... ..... 51

Data Collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Unit 4: Personnel Cost Plan................................................................ 85

Personnel Cost Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Unit 5: Detail Planning ...... ....... ...... ...... ...... ...... ....... ...... ...... ....... ...... 109

Detail Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Unit 6: Integration ....... ...... ....... ...... ...... ...... ...... ....... ...... ...... ....... ..... 123Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Unit 7: Reporting & Tools.................................................................. 139

Reporting and Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Index.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

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Contents HR550

vi © 2005 SAP AG. All rights reserved. 2005/Q2



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Course Overview

This course imparts the process and customizing of the “Personnel Cost Planning andSimulation” component.

Target Audience

This course is intended for the following audiences:

• Project teams• Consultants

Course PrerequisitesRequired Knowledge

• Basic knowledge of Personenel Administration, Personnel Planning, andOrganizational Management

Recommended Knowledge

• Configuration of Master Data

Course Goals

This course will prepare you to:• Describe and implement the functions of the Personnel Cost Planning and

Simulation component• Configure the SAP system for the Personnel Cost Planning and Simulation

component

Course Objectives

After completing this course, you will be able to:

• Describe the functions of the Personnel Cost Planning and Simulation component

• Configure the SAP system for the Personnel Cost Planning and Simulationcomponent

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Course Overview HR550

SAP Software Component Information

The information in this course pertains to the following SAP Software Componentsand releases:

viii © 2005 SAP AG. All rights reserved. 2005/Q2



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Unit 1Introduction

Unit OverviewThis lesson provides an overview of the functions and process steps of the PersonnelCost Planning and Simulation component. It also compares this component withthe Personnel Cost Planning component.

Unit ObjectivesAfter completing this unit, you will be able to:

• Distinguish between the Personnel Cost Planning and Simulation componentand the Personnel Cost Planning component

• Describe the Personnel Cost Planning and Simulation component• Describe the planning process and name the persons involved

Unit ContentsLesson: Introduction... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Exercise 1: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

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Unit 1: Introduction HR550

Lesson: Introduction

Lesson OverviewThis lesson provides an overview of the functions and process steps of the PersonnelCost Planning and Simulation component. It also compares this component withthe Personnel Cost Planning component.

Lesson ObjectivesAfter completing this lesson, you will be able to:



Business ExampleIn your role as a personnel cost planning specialist, you obtain an overview of thePersonnel Cost Planning and Simulation component.

2 © 2005 SAP AG. All rights reserved. 2005/Q2



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HR550 Lesson: Introduction

Personnel Cost Planning Component (PA-CM-CP)

Figure 1: Personnel Cost Planning Component (PA-CM-CP)

Depending on the aim of your cost planning analysis, choose one of the available planning bases. To determine actual costs, SAP recommends you create planningversions using basic pay or payroll results. These planning bases supply exact data for

calculating actual costs.

To create a comprehensive personnel cost plan, use projected pay as the planning basis. This method allows you to work with costs that previous HR systems could not process.

If you use basic pay as the planning basis, the system obtains the data required for calculating costs directly from Personnel Administration. The system uses wage typesthat are assigned to employees to calculate costs (actual costs).

If you use payroll results as a planning basis, the system obtains the data requiredfor calculating costs from an actual payroll run that has been performed in Payroll(actual costs).

You can use an SAP enhancement to delete information (such as wage types) or addcustomer-specific information (such as bonus payments) for cost planning using basic pay or payroll results




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Personnel Cost Planning and Simulation Component(PA-CP)

Figure 2: Latest Innovations in the Personnel Cost Planning and SimulationComponent

The “Personnel Cost Planning and Simulation” component (PA-CP) is a newdevelopment of the Personnel Cost Planning component (PA-CM-CP).

These components are entirely separate and are stand-alone components.

Main emphases of the new development:

• Improve data basis• Extend functionality of cost items• Enable decentralized planning• Create open system




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Figure 3: Personnel Cost Planning and Simulation Component (PA-CP)

Personnel Cost Planning and Simulation is based on a broad data basis and isintegrated into other applications. This means that business processes are supportedacross departmental boundaries.

You can derive the payment information you use to create personnel cost plans fromdifferent sources. This includes basic pay, payroll results, simulated reclassifications,recurring payments and deductions, and non-recurring payments.

You can also use planned compensation data for positions and jobs in the planning process. You can also calculate averages.

Managers are able to make additional adjustments to the plan. A Web-based frontendis available for this purpose.

Created cost plans can be extracted to the SAP Business Information Warehouse(SAP BW) for analysis.

After you have released a plan, the data can be used in mySAP ERP HCM to:

• Generate salary budgets for Compensation Management• Generate training budgets for Training and Event Management

Data can of course also be transferred to Accounting.




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Figure 4: Planning Process

Personnel cost planning consists of the following:

• Planning preparation• Data collection• Creation of personnel cost plans

• Detail planning• Check and release• Transfer

This process is supervised by the personnel cost planning specialist. The DetailPlanning process step enables line managers to include their information in the plan.




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Digression

Figure 5: Digression: Organization & Staffing Interface

In the search area, you use the search functions to find objects such as organizationalunits, persons, jobs, positions, tasks or users.

In the selection area, you select an object from the search results that is to be used inthe overview and/or detail area.

In the overview area, you can edit the selected objects in your organizationalenvironment. Four different evaluation paths are available for each object type.

In the de tail area, you maintain the detailed object properties.




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Figure 6: Digression: Quota Planning

The Quota Planning infotype (IT1019) enables you to plan your headcount. InCustomizing, you can set up whether full-time equivalents (FTEs) can be used inaddition to entire positions for planning purposes.

Your planning basis can be a previous plan or the current number of positions inan organizational unit.

Quota Planning is based on jobs that are abstracted from the existing positions. Thisenables positions and headcount to be compared across the company as a whole. Newheadcount, comprising the planned number of jobs, is compared with current planning.

In Customizing, you can freeze a plan as of a specific date. If any changes are to bemade by those responsible, they can do this in a new planning session (based on the previous planning session) using another subtype of infotype 1019.

After the plan has been finalized, you can create new positions using the relevantreports and delimit unstaffed positions as of a specified date.




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Figure 8: Digression: Hiring an Employee

The main purpose of master data maintenance in a Human Resources system is toenter employee-related data that is used for Personnel Management, Personnel TimeManagement, and Payroll.

You can hire a new employee using the Recruitment component although its use isnot mandatory. If you do not want to use Recruitment, you can make the settingsusing a personnel action in Personnel Administration. This enables you to createthe relevant data for the new employee.




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Figure 9: Digression: Hiring Action

When you hire an employee, you must enter a variety of employee data in the system.To do this, you use the hiring action and enter all the required data in the relevantinfotypes.

After you have entered all the required data on a data entry screen, you must savethis information. Once the data has been saved, the system proposes a new infotypefor processing. If you do not want to enter any data in the data entry screen that is

displayed, you can simply skip it.

Hint: You can tailor personnel actions to suit your individual requirements inthe Impl ementation Guide (IMG).




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Exercise 1: Introduction

Exercise ObjectivesAfter completing this exercise, you will be able to:• Extend an existing structure in Organizational Management

• Perform quota planning for an organizational unit• Use a personnel action to hire an employee for a vacant position• Maintain payment-relevant data for employees using fast entry in the system

Business ExampleIn your role as a personnel cost planning specialist, you familiarize yourself with theexisting data in the system and maintain new data in the Personnel Administration andOrganizational Management components.

Task 1:Maintain the organizational structure on the Change Organization and Staffing interface:

1. In your ## Controlling department, create a new position ## Temporary Worker in Controlling on 01/01 of the current calendar year. Relate this position with the job ## Temporary Worker in Controlling (HR550) , which exists in the system.Enter Vacancy Occupied or Reset as the staffing status.

2. As of 01/01 of the current calendar year, maintain the cost center HR550-## for your organizational unit ## Controlling .

Task 2:On the Change Organization and Staffing interface, enter the following data for your department ## Controlling in the Quota Planning infotype:

1. As of 10/01 of the next calendar year, two ## Chief of Controlling (HR550) positions are to exist in your department.

2. As of 04/01 of the next calendar year, two ## Controlling Administrator (HR550) positions are to exist in your department.

3. Make a note of the subtype of the Quota Planning infotype in which you havesaved the information listed under 1 and 2.

Subtype ___________________

Continued on next page




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Task 3:Use the hiring action Hiring PCP to hire Dr. Jean-Pierre Dubois , personnel number

550991## as of 01/01 of the current year for the ## Chief of Controlling position.1. Actions infotype: enter the position that is to be filled and apply the default

values from Organizational Management.

2. Personal Data infotype: use the name specified in the task and a birth date of your choice.

3. Organizational Assignment infotype: check the values entered.

4. Addresses infotype: enter any data of your choice.

5. Planned Working Time infotype: press Enter to display data for the proposedwork schedule rule.

6. Basic Pay infotype: assign Dr. Dubois to the AT pay scale group and displaythe UNI amount.

7. Recurring Payments and Deductions infotype: pay Dr. Dubois a vacation bonusfor the sum of 2,000 UNI in June each year.

8. Communication infotype: enter your SAP user HR550-## .

Task 4:Enter a premium for all employees in your department ## Controlling .

1. Use the fast entry transaction to post a premium with the wage type 5000 for thesum of 500 UNI as an additional payment for all employees in your department.The premium is to be paid on today's date .

Check the data records in the Additional Payment infotype.




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Subtype ___________________

a) On the Quota Planning tab page, you will find the Planning Type field.

This field contains the subtype of the Quota Planning infotype that isflagged as the current subtype in Customizing.

Task 3:Use the hiring action Hiring PCP to hire Dr. Jean-Pierre Dubois , personnel number 550991## as of 01/01 of the current year for the ## Chief of Controlling position.

1. Actions infotype: enter the position that is to be filled and apply the defaultvalues from Organizational Management.

a) Human Resources ! Personnel Management ! Administration ! HR Master Data ! Personnel Actions

Use the data specified for the task.

2. Personal Data infotype: use the name specified in the task and a birth date of your choice.

a) Use the data specified for the task.

3. Organizational Assignment infotype: check the values entered.


4. Addresses infotype: enter any data of your choice.


5. Planned Working Time infotype: press Enter to display data for the proposedwork schedule rule.


6. Basic Pay infotype: assign Dr. Dubois to the AT pay scale group and displaythe UNI amount.


7. Recurring Payments and Deductions infotype: pay Dr. Dubois a vacation bonusfor the sum of 2,000 UNI in June each year.


8. Communication infotype: enter your SAP user HR550-## .






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Task 4:Enter a premium for all employees in your department ## Controlling .

1. Use the fast entry transaction to post a premium with the wage type 5000 for thesum of 500 UNI as an additional payment for all employees in your department.The premium is to be paid on today's date .

Check the data records in the Additional Payment infotype.

a) Human Resources ! Personnel Management ! Administration ! HR Master Data ! Fast Entry

Use the data specified in the task to pay all employees in your departmenta premium.




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Lesson Summary

You should now be able to:• Distinguish between the Personnel Cost Planning and Simulation component

and the Personnel Cost Planning component• Describe the Personnel Cost Planning and Simulation component• Describe the planning process and name the persons involved




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HR550 Unit Summary

Unit SummaryYou should now be able to:






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Unit Summary HR550




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HR550 Test Your Knowledge

Test Your Knowledge

1. The Personnel Cost Planning and Simulation component (PA-CP) is a further development of the Personnel Cost Planning component (PA-CM-CP). Determine whether this statement is true or false.! True! False

2. The Personnel Cost Planning and Simulation component (PA-CP) provides youwith an improved data basis for planning. Determine whether this statement is true or false.

! True!

False

3. You can perform the individual process steps in any sequence. Determine whether this statement is true or false.! True! False




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Test Your Knowledge HR550

Answers

1. The Personnel Cost Planning and Simulation component (PA-CP) is a further development of the Personnel Cost Planning component (PA-CM-CP).

Answer: False

It is a new development as opposed to a further development.

2. The Personnel Cost Planning and Simulation component (PA-CP) provides youwith an improved data basis for planning.

Answer: True

The Personnel Cost Planning and Simulation component (PA-CP) enables youto collect data for employees and Organizational Management objects in avariety of ways.

3. You can perform the individual process steps in any sequence.

Answer: False

You must perform the process steps in the sequence specified because they build on one another.




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Unit 2 Planning Preparation

Unit OverviewThis unit deals with the Planning Preparation process step. Particular attention is paidto the terms planning context, planning scenario, and cost item.


• Describe basic Personnel Cost Planning terms• Make fundamental Customizing settings for planning preparation

Unit ContentsLesson: Planning Preparation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Exercise 2: Planning Preparation ............................................. 39




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Unit 2: Planning Preparation HR550

Lesson: Planning Preparation

Lesson OverviewThis unit discusses planning preparation. Particular attention is paid to the terms planning context, planning scenario, and cost item.



Business ExampleYou learn the fundamental terms and, as part of preparation for planning, you makethe initial system settings and check existing ones.

Depicting Changes in the Future

Figure 10: Depicting Changes in the Future




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HR550 Lesson: Planning Preparation

The changes to be depicted can be of an organizational or monetary nature.Consequently, these changes are depicted in the Organizational Managementcomponent or in the Personnel Cost Planning and Simulation component.

Terms

Figure 11: Planning Context / Planning Scenario

It can be useful to use several planning contexts in the following cases:

• You want t o plan across the concern, but independently for each enterprise. Youcreate a separate planning context for each enterprise.

• You want to execute plans that use cost derivations that differ from the standard(for exa mple, commission plans). You create separate planning contexts for each of these plans.

You can create several planning scenarios within a planning context, for example, astandard and worst case scenario. Creating several scenarios makes comparing the planni ng results easier after executing planning runs.




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Figure 12: Planning Preparation Scenarios

You can use planning scenarios to depict monetary assumptions. You depictassumptions relating to organizational changes using the organizational structure.

In a scenario you can valuate individual cost items differently and thereby depictassumptions for the future.




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Figure 14: Creating a Planning Context / Planning Scenario

First, you create the scenarios to be used for each planning context. In theabove-named example, the scenarios would be “Standard Case” and “Ideal Case”.




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Second, you define the “organizational grouping of the cost objects”. The featureenables you to define two groupings for bonuses and one grouping for pay increasesat your enterprise, for example.




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Third, you maintain the features HCP01 and HCP02. This enables you to controlwhich parts of your enterprise are to be assigned to which groupings. You havedefined these groupings in the previous step.

The features enable to you control which parts of your enterprise belong to whichgroupings and, in turn, determine which cost items are allowed.

In the above example, the employee subgroup X0 belongs to salary increase group 1and bonus group 1. Employee subgroup X1 also belongs to salary increase group 1, but bonus group 2.




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Figure 17: Digression: Maintaining Features

Feature HCP01: Use feature HCP01 (Organizational Grouping of Employees as Cost Objects) to define, using employee properties, which employees are to be groupedtogether according to dependent and additional cost items. That is, you define theeligibi lity of employees for particular cost items and divide these employees intogroups of employees that are to be handled in the same way regarding valuationand limits.

Feature HCP02: Use feature HCP02 (Organizational Grouping of Organizational Objects as Cost Objects) to define, using properties, how the OrganizationalManagement objects are to be grouped according to dependent and additional costitems.

The organizational groupings for cost objects must be defined (see step 2) before theorgani zational grouping of employees.




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In the final step, you valuate the scenarios that have been created. You valuate thescenarios for each cost item and grouping .




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Defining Cost Items

Figure 19: Defining Cost Items

In perso nnel cost planning, you work with cost items. These cost items are thesmallest and, at the same time, most central objects of the Personnel Cost Planningand Simulation component.

Cost item (Personnel Cost Planning and Simulation (PA-CP))

• An object on which an amount or number is stored that you would like to includein pers onnel cost planning.

• You can use symbolic accounts to assign cost items to wage types.

Cost item type (Personnel Cost Planning and Simulation (PA-CP))

• Determines whether a cost item is to be posted to Accounting or not.• Cost items relevant for posting include the cost item types “cost element” and

“stati stical key figure”. You must assign these symbolic accounts or statisticalkey figures.

• Cost items not relevant for posting correspond to the cost item type “notCO-rel evant”. You can assign these symbolic accounts, for example, to specifywhich wage types should be included in the cost item.




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Figure 20: Cost Item Types

There are three types of cost items. When it is created, each cost item is assigned toone cost item type.

The “cost element” and “statistical key figure” are CO-relevant cost items.

You can use cost items of type “not CO-relevant” as “internal calculation values”.




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Figure 21: Cost Items

A cost item can, at the same time, be of more than one of the following types:

• Direct cost item• Base cost item• Dependent cost item• Additional cost item

For instance, a dependent cost item can also be a base cost item for further dependentcost items.




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Figure 22: Check Customizing

A separate Customizing activity is available for checking the Customizing settingsof Person nel Cost Planning and Simulation. You can display an entire log or choosefrom one of the following individual lists:

• Cost item definition• Assignment of cost item to wage type• Assignme nt of cost item to cost element• Dependent and additional cost items

The following message types are displayed in the message list:

• Terminations• Errors• Warnings• Information

Individual lists display the Customizing settings made in the system while the entirelist provides only a list of messages.




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Scenario-Specific Valuation

Figure 23: Valuating Scenario-Dependent Values

You can define cost items individually for each scenario, which is, of course, thelogic behind using different scenarios.

This is provided that the organizational grouping of cost objects has been createdin the planning context.




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Figure 24: Valuating Non-Valuated Cost Items

The scenario distinguishes between two types of value definitions:

• Values for a cost item (percentage figures or absolute amounts)• Limits fo r the valuation (maximum and minimum values)

The limits define the upper and lower limits of the cost item. This means that the costitem cannot have a value that lies above the maximum limit or below the minimumlimit.




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Exercise 2: Planning Preparation

Exercise ObjectivesAfter completing this exercise, you will be able to:• Perform basic Customizing activities in Personnel Cost Planning

Business ExampleIn your role as a personnel cost planning specialist, you familiarize yourself withthe basic Customizing activities.

Task 1:Perform the following tasks in the system:

1. Find and make a note of the organizational groupings of the cost objects in the“HR – HR550 Personnel Cost Planning” planning context.

Short/ Long Name

_____ ____________________________

_____ ____________________________

_____ ____________________________

_____ ____________________________

_____ ____________________________


1. In the following cases, find the relevant organizational grouping for employeesin feature HCP01 . Use the “HR – HR550 Personnel Cost Planning” context.





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Cost Item Property Grouping

1260 Special payment/bonus Employee subgroup X5


1310 ER Expenses socialinsurance

Country grouping 99

9110 Salary increase Employee subgroup X0


1. Create a separate scenario for your group number G## Scenario Group ## inthe HR - HR550 Personnel Cost Planning planning context, which already

exists in the system.


1. Use the following values to valuate the dependent and additional cost itemsfor your scenario.

Cost Item Group Valua-tion

Minimum Maximum

Salary Increase G01 3 % 90 UNI /

Month

200 UNI /

MonthSalary Increase G02 2 % 50 UNI /

Month120 UNI /Month

ER Expenses socialinsurance

SIX 20 %

Special Payment/Bonus B01 500 UNI


Task 5:

Perform the following tasks in the system:1. Determine the cost items to which the following wage types are assigned.

Wage type M020 ! Cost item ___________________________





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Wage type 4000 ! Cost item ___________________________



1. Determine which wage type(s) are included in the 1310 ER Expenses social insurance cost item.

___________________________________________________________

___________________________________________________________

Task 7:

Perform the following tasks in the system:1. Determine which dependent cost items of the basic cost item 110 Wages &

salaries creates.

___________________________________________________________

___________________________________________________________




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Solution 2: Planning Preparation


1. Find and make a note of the organizational groupings of the cost objects in the“HR – HR550 Personnel Cost Planning” planning context.

Short/ Long Name

_____ ____________________________

_____ ____________________________

_____ ____________________________

_____ ____________________________

_____ ____________________________

a) IMG: Personnel Management ! Personnel Cost Planning and Simulation ! Cost Planning Runs ! Specify Organizational Grouping for Cost Objects

Choose the HR planning context.

B01 Bonus grouping 1

B02 Bonus grouping 2

G01 Salary grouping 1

G02 Salary grouping 2

SIX Social insurance (int.)


1. In the following cases, find the relevant organizational grouping for employeesin feature HCP01 . Use the “HR – HR550 Personnel Cost Planning” context.





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Country grouping 99

9110 Salary increase Employee subgroup X0

a) IMG: Personnel Management ! Personnel Cost Planning and Simulation ! Cost Planning Runs ! Assign Employee Grouping for Cost Items


1260 Special payment/bonus Employee subgroup X5 B011260 Special payment/bonus Employee subgroup X1 B02


Country grouping 99 SIX

9110 Salary increase Employee subgroup X0 G01


1. Create a separate scenario for your group number G## Scenario Group ## in

the HR - HR550 Personnel Cost Planning planning context, which alreadyexists in the system.

a) IMG: Personnel Management ! Personnel Cost Planning and Simulation ! Planning Preparation ! Create Planning Scenarios


Choose New Entries and enter the name specified in the task as the name of your scenario.


1. Use the following values to valuate the dependent and additional cost itemsfor your scenario.





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Cost Item Group Valua-tion

Minimum Maximum

Salary Increase G01 3 % 90 UNI /Month 200 UNI /Month

Salary Increase G02 2 % 50 UNI /Month

120 UNI /Month

ER Expenses socialinsurance

SIX 20 %



a) IMG: Personnel Management ! Personnel Cost Planning and

Simulation ! Cost Planning Runs ! Specify Scenario-Dependent Values


Select your scenario G## and choose the Valuation of Non-Valuated Cost Items folder.

Choose New Entries and enter the following data:

• Cost item/grouping• Valuation• Validity period

Do exactly the same for the remaining records that need to be maintained.

Choose the Cost Item Limits folder.

Choose New Entries and enter the following data:

• Cost item/grouping• Limit• Validity period

Do exactly the same for the remaining records that need to be maintained.


1. Determine the cost items to which the following wage types are assigned.





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Wage type 4000 ! Cost item ___________________________


a) IMG: Personnel Management ! Personnel Cost Planning and Simulation ! Check Customizing Settings

Choose the company code CABB and country grouping 99 Other Countriesand display the individual list Cost Item - Wage Type .

Wage type M020 ! Cost item 1100 Wages and salaries

Wage type 4000 ! Cost item 1190 Other wages/salaries

Wage type M000 ! Cost item 1100 Wages and salaries


1. Determine which wage type(s) are included in the 1310 ER Expenses social insurance cost item.

___________________________________________________________

___________________________________________________________

a) IMG: Personnel Management ! Personnel Cost Planning and Simulation ! Check Customizing Settings

Choose the company code CABB and country grouping 99 Other Countriesand display the individual list Cost Item - Wage Type .

/181 Social ins. ER


1. Determine which dependent cost items of the basic cost item 110 Wages & salaries creates.

___________________________________________________________





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___________________________________________________________


Simulation!

Check Customizing SettingsChoose the company code CABB and country grouping 99 Other Countriesand display the individual list Dep. and Add. Cost Items .

The 1100 Wages & Salaries cost item creates the ER Employer socialinsurance and Salary increase cost items.




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Lesson Summary

You should now be able to:• Describe basic Personnel Cost Planning terms• Make fundamental Customizing settings for planning preparation




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Unit Summary HR550






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Test Your Knowledge

1. Organizational changes are depicted in personnel cost planning scenarios. Determine whether this statement is true or false.! True! False

2. You can use feature HCP01 to define which cost items are allowed for particular employee subgroups. Determine whether this statement is true or false.

! True! False

3. Which statements about cost items are correct?Choose the correct answer(s).! A Wage types are directly assigned to cost items.! B Cost items are always posted to Controlling.! C Cost items of type cost element must be assigned to one symbolic

account.! D You must create a new symbolic account for each cost item.! E In personnel cost planning, you can assign wage types to symbolic

accounts that differ from the symbolic accounts to which wage typesare assigned in payroll.




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Answers

1. Organizational changes are depicted in personnel cost planning scenarios.

Answer: False

Assumptions relating to organizational changes are depicted directly in theorganizational structure. Plan versions, validity periods, and plan statuses areavailable to enable you to do this.

2. You can use feature HCP01 to define which cost items are allowed for particular employee subgroups.

Answer: True

In feature HCP01, you can define cost item groupings and the employees thatare eligibile for particular cost items.

3. Which statements about cost items are correct?

Answer: C, E

All information can be found in the Planning Preparation unit.




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Unit 3 Data collection

Unit OverviewThis unit deals with the Data Collection process step. The Data Collection processstep entails collecting data for employees and Organizational Management objects.This unit also explains how you can maintain manually the data you have collected.


• Collect cost items for employees• Collect cost items for Organizational Management objects• Check and maintain cost items

Unit ContentsLesson: Data Collection... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Exercise 3: Data Collection .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75




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Unit 3: Data collection HR550

Lesson: Data Collection

Lesson OverviewThis unit discusses the Data Collection process step. This process step entailscollecting data for employees and Organizational Management objects. It alsoexplains how to manually maintain the data you have collected.



Business ExampleIn your role as a personnel cost planning specialist, you collect data for employeesand Organizational Management objects.

You check the collected data and, if necessary, maintain existing data records or createnew ones.

You display dependent and additional cost items for a planning scenario.




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Figure 26: Customizing Data Collection (I)

Specify Control Parameters for Data Collection

• In this IMG activity, you specify the personnel cost planning component for which you want to make payroll results available.

You have the following options:

– You can make the results available for the Personnel Cost Planning (PA-CM-CP) component. (Standard delivery).

– You can make the results available for the Personnel Cost Planning and

Simulation (PA-CP) component, which is outlined in this course.• To use the functions of the component dealt with in this course you must change

the standard setting of this switch. If you change the setting of this switch, theSAP system writes the payroll results that you want to use in Personnel Cost Planning and Simulation to cluster CB (Personnel Cost Planning: Data Basis from Payroll Results) .




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HR550 Lesson: Data Collection

Figure 27: Customizing Data Collection (II)

Create Data Basis

• In this IMG activity, you define which subtypes of the Planning of Personnel Costs infotypes (0666 and 5010), you want to include in personnel cost planning.Each subtype represents the data basis for one data collection run or cost plan.

– When you execute data collection runs, these subtypes are offered for selection on the selection screen of the data collection report. You canalways select a subtype as the data basis. The SAP system writes the datacollected in the selected subtype.

– When you create the cost plan, the subtypes are offered for selection onthe selection screen. You can always select a subtype as the data basis.The SAP system executes the cost planning run based on the subtype youselected in the cost plan.

You can use subtypes to do the following:

• To separate data for individual years in different data bases.• To test which combination of the different data collection methods provides you

with the best result, you can save different combinations in various subtypes.This enables you to evaluate this data separately.

You can decide whether you want to create one or more data bases. Note that the datathat is to be evaluated in one personnel cost plan should be saved in one data basis.




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Data Collection for Employees

Figure 29: Data Collection for Employees

The standard delivery provides you with various data collection methods for collectingdata for employees.

All SAP data collection methods use a Business Add-In (BAdI) to access employeedata. You can use the same BAdI to implement your own data collection methods.

The data collection results are saved in the subtypes of the Planning of PersonnelCosts infotype (0666) you defined in the data collection run.




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Figure 30: Data Collection for Employees - Example

Figure 31: Performing Data Collection for Employees

You can select employees in a number of ways: For instance, by employee subgroup, by personnel subarea or by organizational structure.




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The Att./Absence Type field enables you to restrict the period for which the system isto collect employee data.

Examples:• If some of your employees are covered by maternity protection, you can collect

data for these employees specifically during the maternity protection period.• If some of your employees are on parental time, you can exclude the parental

leave period from data collection.

Hint: You can use only one subtype for each personnel cost plan. That is, thedata that is to be included in a plan must be collected in one subtype.


Choose the data collection methods that meet your requirements.

You can use several methods at the same time or run each data collection methodseparately.

Depending on which data collection method you select, you can:

• Choose the data collection period• Can or must specify additional parameters




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You can use an “Info button” to access the relevant documentation for each datacollection method.


The subtypes of the Planning of Personnel Costs infotype must have been created inCustomi zing before you perform data collection.

Hint: If you collect data several times in a subtype, note the following:

• Cost items from different data collection methods are added.• Cost items from the same data collection method are overwritten or

delimited.




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Digression: Adjusting Data Selection Selection Periodto Data Collection Period

When you collect data, you can determine the data collection period (period for whichthe cost items are provided) and the data selection period (period for which data is to be collected) separately.

Hint: In Customizing for data collection methods, you can define whether or not to allo w the data collection period and the data selection period to beselected for each data collection method.

The following figure illustrates how these periods are adjusted if they differ from oneanother.

Figure 34: Adjustment of Data Selection Period (DSP) to Data Collection Period(DCP)

1. This is the starting Position2. The start time of the data selection period is changed to the start time of the

data co llection period.3. The data selection period is copied until the end of the data collection period is

reached. This ensures that data is available for the entire duration of the datacolle ction period.

4. The data that lies in the data collection period is used to create the cost items.




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Data Collection for Organizational Management Objects

Figure 35: Data Collection for Organizational Management Objects

The standard delivery provides you with various data collection methods for collectingdata fo r Organizational Management objects.

All SAP data collection methods use a Business Add-In (BAdI) to access object data.You can use the same BAdI to implement your own data collection methods.

The data collection results are saved in the subtypes of the Planning of PersonnelCosts infotype (5010) you defined in the data collection run.

You can use the “data collection method”, Quota Planning IT, to transfer informationfrom the Quota Planning infotype as cost items (“statistical key figures”) toAccounting.




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Figure 36: Data Collection for Organizational Management Objects - Example

For instance, you can use the “Data from Related Cost Objects” data collection methodto valuate jobs with the average salary of all employees who are related with this jobvia your position. This is provided that you have already collected data for employees.

You can use this data collection method to collect data for or from customer-specificobject types.




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Figure 37: Performing Data Collection for Organizational Management Objects

To determine the objects for which you want to collect data, you must specify thefollowing information:

• Plan version• Object type

• Object ID• Object status




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Choose the data collection methods that meet your requirements.

You can use a combination of numerous methods at the same time or run each datacollection method separately.

Depending on which data collection method you select, you can:

• Choose the data collection period• Can or must specify additional parameters

You can use an “Info button” to access the relevant documentation for each datacollection method.




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The subtypes of the Planning of Personnel Costs infotype must have been created inCustomizing before you perform data collection.

If you collect data several times in a subtype, note the following:

• Cost items from different data collection methods are added.

• Cost items from the same data collection method are overwritten or delimited.

Hint: You can use only one subtype for each personnel cost plan. That is, thedata that is to be included in a plan must be collected in one subtype.




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Customizing Data Collection

Figure 40: Customizing Data Collection Methods and Parameters

Specify Attributes of Data Collection Methods and Parameters

• In this IMG activity, you specify the attributes for the additional data collectionmethods and parameters you require.

• You can s et the Log indicator for data collection methods. If during datacollection the SAP system does not find any data records for a cost object, it

displays the appropriate error messages.• You can also set the Hide indicator for data collection methods. If you set this

indicator, the SAP system no longer displays the methods to users for selection.In this way, the indicator enables you to control which methods the user canselect for data collection runs. The indicator is client specific. That is, you mustselect or deselect the indicator for each client.

• You define most of the parameter values as default values. The Hide indicator is also available to you for parameters. Set this indicator if you do not want toallow a user to overwrite the parameter value when he or she executes cost planning runs.




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Figure 42: “Edit Data” interface

The “Edit Data” interface comprises the following screen areas:

• Search ar ea• Selection area• Header data

• Selectio n of displayed data basis, planning context, and planning scenario

• Cost Items

The interface is available in display and change mode.

A basic and detail view is also available. The detail view includes the followingadditional fields

• Data collection method• Organiza tional grouping• Base cost item

Consequently, the detail view enables you to perform a more accurate analysis of the data.

In the menu, you can activate a log function. This makes it easier for you tocomprehend the calculation of dependent and additional cost items.




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Figure 43: Definition of Dependent and Additional Cost Items

In the planning context you define how the cost items are to react to one another.That is, you define which cost item is a base cost item and specify which dependentcost item it is to create.

A cost item can be a dependent cost item and a base cost item at the same time, suchas “Salary Increase” in the example.




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Figure 44: Definition of Dependent and Additional Cost Items

When you define a dependent cost item, you must enter the base cost item on whichthe dependent cost item is based. You must also enter the time base to be used betweenthe base cost item and the dependent cost item.

• You could use the base cost item from March of the previous year to create thedependent cost item for June of the planning period, for example.

• You can alternatively select “Same Time Base” to ensure that the dependent cost

item is created in the same month in which the base cost item was created.When you define an additional cost item, enter the month(s) in which the additionalcost item is to be created.




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Figure 45: Example of How to Create Dependent and Additional Cost Items

When you display the dependent and additional cost items on the “Edit Data” screen,the following data and system settings are processed:

• Direct cost items of the data collection

• Definition of dependent and additional cost items• Definition of cost object groupings according to Customizing setting Cost

Planning Runs ! Specify Organizational Grouping for Cost Objects

• Assignment of objects to groupings according to the features HCP01 and HCP02• Valuation of grouping according to the Customizing settings Cost Planning Runs

! Specify Scenario-Dependent Values




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Figure 46 : “Edit Data” screen

The Edit Data interface allows you to:

• Check cost items collected during data collection (direct cost items)• Display additional and dependent cost items generated through a planning

context and planning scenario• Make manual changes to collected cost items or create new cost items

Data is always displayed or maintained for one object (such as person/position/or-ganizational unit).




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Figure 47: Details for “Edit Data” Interface




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Exercise 3: Data Collection

Exercise ObjectivesAfter completing this exercise, you will be able to:• Create new subtypes of the Personnel Cost Planning infotype• Perform data collection for employees• Perform data collection for Organizational Management objects

Business ExampleIn your role as a personnel cost planning specialist, you create a new data basis and usethe reports that exist in the system to collect data for employees and OrganizationalManagement objects.


1. Create your own data basis for personnel cost planning as a new subtype 10##/ Group ## Data Basis of the Planning of Personnel Costs infotype 5010.

Enter 3 as the value of the time constraint.

Hint: In the following exercises, always use your own data basis(10##) and the following calendar year for your planning.

Task 2:Perform data collection for employees. Use the following data collection methods tocollect data for the following calendar year:

1. Infotype: Basic Pay Use the basic pay from the year for which you want tocollect data.

2. Infotype: Additional Payments Use the additional payments that have beenmaintained in the system for the current year.

3. Infotype: Rec. Payments/Deductions Use the recurring payments and deductionsfrom the year for which you want to collect data.





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Task 3:Perform data collection for Organizational Management objects. Use the following

data collection methods:1. Collect data from related objects:

Collect for your jobs:

## Chief of Controlling (HR550)

## Controlling Administrator (HR550)

## Temporary Worker in Controlling (HR550)

Valuate these jobs with the average salary of employees who are related via their position with one of these jobs. Use the evaluation path Z_HR550 .


1. For your organizational unit ## Controlling , maintain the amount 10,000 UNI,half-yearly for the cost item 9111 Course .


1. Check the cost items you have collected and those created using the planningscenario G## on the Edit Data screen.

2. Use the log to check whether the additional and dependent cost items have been generated correctly for your employees. Check the generated amount andwhether the maximum and minimum limits have been adhered to.




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Solution 3: Data Collection


1. Create your own data basis for personnel cost planning as a new subtype 10##/ Group ## Data Basis of the Planning of Personnel Costs infotype 5010.

Enter 3 as the value of the time constraint.

Hint: In the following exercises, always use your own data basis(10##) and the following calendar year for your planning.


Simulation ! Data Collection ! Create Data BasisCopy an existing data basis and enter the name specified in the task.

Task 2:Perform data collection for employees. Use the following data collection methods tocollect data for the following calendar year:

1. Infotype: Basic Pay Use the basic pay from the year for which you want tocollect data.

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Data Collection ! Employee

Select your employees from the organizational structure.

Make sure that you enter the specified data selection periods.

Select your own subtype 10## as the data basis.

Select the following data collection methods:

2. Infotype: Additional Payments Use the additional payments that have beenmaintained in the system for the current year.


3. Infotype: Rec. Payments/Deductions Use the recurring payments and deductionsfrom the year for which you want to collect data.






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Task 3:Perform data collection for Organizational Management objects. Use the following

data collection methods:1. Collect data from related objects:

Collect for your jobs:

## Chief of Controlling (HR550)

## Controlling Administrator (HR550)

## Temporary Worker in Controlling (HR550)

Valuate these jobs with the average salary of employees who are related via their position with one of these jobs. Use the evaluation path Z_HR550 .

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Data Collection ! Organizational Objects

Use the following values for selection:

Plan Version 01

Object type Job

Search term ## CO*


1. For your organizational unit ## Controlling , maintain the amount 10,000 UNI,half-yearly for the cost item 9111 Course .

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Data Collection ! Edit Data

In the object manager, find your organizational unit (## Controlling) andaccess it in change mode. Select your own subtype 10## as the data basis.

Enter the cost item, validity date, amount, currency, and time unit. Saveyour entries.





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1. Check the cost items you have collected and those created using the planningscenario G## on the Edit Data screen.


Select the HR planning context and your scenario G## .

2. Use the log to check whether the additional and dependent cost items have been generated correctly for your employees. Check the generated amount andwhether the maximum and minimum limits have been adhered to.


Change from display to change mode.

In the menu, choose Settings ! Reconstruct Calculation .

Click on the Re-Calculate button.




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HR550 Unit Summary






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Unit Summary HR550




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Test Your Knowledge

1. is the second step of the planning process. You can collect data for and. SAP

recommends you first collect data for . Fill in the blanks to complete the sentence.

2. The standard system provides variousfor data

collection. Each data collection method can have additional, which can be flagged as required entries. When

you customize data collection, you must set these parameters for . , which are saved in individual

data records in theinfotype, are the result of data collection. Fill in the blanks to complete the sentence.

3. Which statements about data collection are correct?Choose the correct answer(s).! A You can create customer-specific data collection methods.! B An SAP data collection method exists that collects data from the Cost

Planning infotype 1015.! C You can use several data collection methods at the same time in

one data collection run.! D The cost items for employees and Organizational Management

objects are saved in the Planning of Personnel Costs infotype 5010.! E You can maintain dependent and additional cost items on the “Edit

Data” interface.! F The “Edit Data” interface enables you to check and maintain direct

cost items.




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Answers

1. Data collection is the second step of the planning process. You can collect datafor employees and Organizational Management objects. SAP recommendsyou first collect data for employees.

Answer: Data collection, employees, Organizational Management objects,employees

2. The standard system provides various data collection methods for datacollection. Each data collection method can have additional parameters, whichcan be flagged as required entries. When you customize data collection, you

must set these parameters for cross clients. Cost items, which are saved inindividual data records in the Planning of Personnel Costs infotype, are theresult of data collection.

Answer: data collection methods, parameters, cross clients, Cost items,Planning of Personnel Costs

3. Which statements about data collection are correct?

Answer: A, C, F

You can find this information in the Data Collection unit.




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Unit 4 Personnel Cost Plan

Unit OverviewThis unit deals with the Personnel Cost Plan process step. You create cost plans andexecute planning runs. This unit explains planning methods and the effects of quota planning in detail.


• Create personnel cost plans• Execute cost planning runs• Copy personnel cost plans

Unit ContentsLesson: Personnel Cost Plan .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Exercise 4: Personnel Cost Plan.............................................. 97




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Unit 4: Personnel Cost Plan HR550

Lesson: Personnel Cost Plan

Lesson OverviewThis unit discusses the Personnel Cost Plan process step. You create cost plans andexecute planning runs in this process step. It also explains planning methods andthe effects of quota planning in detail.



Business ExampleIn your role as a personnel cost planning specialist, you create a personnel cost planand execute the necessary personnel cost planning runs.




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HR550 Lesson: Personnel Cost Plan

Personnel Cost Plan and Cost Planning Runs

Figure 48: Procedure for Creating Personnel Cost Plans

You create a personnel cost plan in two steps.

First, you create the personnel cost plan using the following properties:

• Data basis• View• Planning specifications• End of detail planning

Second, you execute one or more cost planning runs.




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Figure 49: Personnel Cost Plan

A personnel cost plan comprises all the data you create in a specified period for a particular planning scenario based on a particular data basis.

You use the personnel cost plan in different ways depending on the various Personnel Cost Planning and Simulation subprocesses:

• You create a personnel cost plan after data collection. You thereby define allinformation needed to generate plan data such as the planning scenario, planning period, and data basis. If you want to compare several planning scenarios, yourequire several personnel cost plans.

• You then execute one or more cost planning runs along the organizationalstructure for the personnel cost plan. You thereby generate plan data for this personnel cost plan.

• At the end of the planning process, the personnel cost plan contains all relevant plan data that you can make available for subsequent processes. You can transfer the personnel cost plan to Controlling , for example.




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Figure 50: Planning Run

To create plan data, you first create a personnel cost plan. For this personnel cost plan,you execute one cost planning run for your entire organizational structure or severalcost planning runs for part of your organizational structure. The combination of thesecost planning runs results in the personnel cost plan for your entire organizationalstructure.

The menu in the Management of Cost Plans transaction provides you with thefollowing functions:

• Copy plans to valuate them with a different planning context or planning scenario• Copy detail planning changes from one plan to another.




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Planning Methods

Figure 51: Planning Method: “Without Employee Data”

If you choose the “Without Employee Data” planning method, the position is valuatedas illustrated in the graphic.

The plan does not include:

• Positio ns that are neither occupied nor vacantRequired objects for which no data exists are listed in a message list.




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Effects of Quota Planning

Figure 53: Use of Quota Planning Data

You can include data from Quota Planning (Headcount Planning) from OrganizationalManagement in the personnel cost plan.

If you use this data for planning, the monetary effects (increase/decrease in jobs) arecalculated with the data from the planning run without Quota Planning.

In Quota Planning, positions that are not related with a job are counted as “Others”. InCustomizing for Personnel Cost Planning, you can specify which job is to be used asopposed to “Others” for personnel cost planning. You could create a new job for such acase as this and provide it with cost planning information using the “Edit Data” screen.




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Figure 54: Example: Effect of Quota Planning

Displaying Plan Data

Figure 55: Displaying Plan Data




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Depending on the view you choose, all further activities for this plan are based on theorganizational unit or account assignment object (such as cost center). The effectsof this include:

• Plan data is displayed for each organizational unit or account assignmentobject. You can also display the plan data that the SAP system created in theorganizational view in the controlling view. You cannot display data created inthe controlling view in the organizational view because several organizationalunits can be assigned to one account assignment object.

• In detail planning, you edit plan data per organizational unit or per accountassignment object. If you have created the plan in the controlling view andwant to add a new position, for example, add the new position to the accountassignment object and not the organizational unit.

If you want to transfer plan data to Compensation Management or Training and

Event Management, SAP recommends you create the personnel cost plan in theorganizational view. The compensation budget and business event budget are relatedto organizational units. If you create the personnel cost plan in the controlling view,however, you can no longer assign the costs exactly to the organizational units.Consequently, the costs are not correctly represented in the budget.

Control Parameters for Cost Planning Runs

Figur e 56: Control Parameters of Cost Planning Run (I)




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Specify Control Parameters for Cost Planning Runs

• HCP00/R_APA (Evaluation Path: Alternative Cost Calc. Position)

• HCP00/R_CPA (Evaluation Path: Cost Objects of an Org.Unit) – The relationship between the position and employee is not included in this

evaluation path. This relationship is hard coded in the program (S A008 P)and cannot be changed in Customizing.

• HCP00/R_PCK (Message Type Check Object Assignment to Plan)

– Switch HCP00/R_PCK (Message Type Check Object Assignment to Plan)enables you to define whether the SAP system is to check whether costobjects have to be evaluated too often when you release cost planning runs.You can set the switch as follows:

– If the SAP system is not to perform the check, leave this field empty.

– If the SAP system is to perform the check, you can enter the message typewith which the SAP system is to display message in the log for the releaseof personnel cost plans. The message type dictates whether the SAP systemreleases plans or terminates the release. The SAP system reacts as follows:

– For message types E (Error) and A (Termination) , the SAP system displaysthe messages in the personnel cost planning run logs and terminates therelease.

– For message types I (Information) , W (Warning) , and S (Success) , theSAP system displays the messages in the personnel cost planning runlogs and releases the plans.




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Figure 57: Control Parameters of Cost Planning Run (II)

Specify Control Parameters for Cost Planning Runs

• HCP00/R_H CJ (Quota Planning: Job ID for Other)

– With this switch, you can save a job ID for the jobs that the SAP systemflags as Other in Quota Planning for Organizational Management. If, in a personnel cost plan, you have saved a value for the plan attribute, PlanningType Quot a Planning, the SAP system groups these jobs together in a cost planning run under the job ID you have specified.

• HCP00/R_OPA (Evaluation Path: Organizational Structure)• HCP00/R_ EPC (Set 0% Holder Relationship to 100%)

– Switch HCP00/R_EPC (Set 0% Holder Relationship to 100%) enables youto set all assignment percentages of positions to holders of positions from0% to 100%. In this case, the SAP system includes in the cost planningruns for cost determination a 100% assignment percentage for assignmentsthat have been created in Organizational Management with 0%.




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Exercise 4: Personnel Cost Plan

Exercise ObjectivesAfter completing this exercise, you will be able to:• Create a personnel cost plan• Execute a cost planning run

Business ExampleIn your role as a personnel cost planning specialist, you create two new personnel cost plans and execute a planning run for each of them. You then check the data thathas been created.

Task 1:Create the following two personnel cost plans:

1. Use the following data for your first personnel cost plan:

Cost plan: GR##01

Name: Group ## Plan 01 (with EE (employee) + with HC (headcount planning))

View: Organizational unit

Context: HR550

Scenario: G##

Period: 01/01 to 12/31 of next calendar year

Method: Including Employee Data

Data Basis Org. Objects: 10##

Data Basis Employees: 10##

Planning Type Req. Positions: Use the subtype of the Quota Planning infotypenoted in exercise 1 for task 2 point 3.

Detail Planning Poss. Until: 01 of next calendar month


Cost plan: GR##02

Name: Group ## Plan 02 (with EE + without HC)





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Context: HR550

Scenario: G##





Planning Type Req. Positions: <leave blank>

Detail Planning Poss.Until: <leave blank>


1. Execute a planning run for each of your personnel cost plans. In each case,use your organizational unit ## Controlling as the start object. Use UNI as the plan currency.


1. Check the plan data that has been created and determine from your cost planGR##01 the total costs for the following cost items:

! Per year

1100 Wages and Salaries

1190 Other Wages and Salaries

1260 Special Payment/Bonus

1310 ER Expenses Social Insurance

9110 Salary Increase

9111 Course





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1. Copy your plan GR##01/Group ## Plan 1 (with EE + ) to the new plan GR##03 .Valuate this new plan using planning scenario G99 in planning context HR550 .

2. Change the name of the plan you have just created to Group ## Plan 03(Scenario 99) .

Task 5:Answer the following questions:

1. Which objects are not considered in the Not Including Employee Data method?

____________________________________________________

____________________________________________________

____________________________________________________

2. Which objects are not considered in the Including Employee Data method?

____________________________________________________

____________________________________________________

____________________________________________________




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Solution 4: Personnel Cost Plan

Task 1:Create the following two personnel cost plans:


Cost plan: GR##01

Name: Group ## Plan 01 (with EE (employee) + with HC (headcount planning))


Context: HR550

Scenario: G##

Period: 01/01 to 12/31 of next calendar year Method: Including Employee Data



Planning Type Req. Positions: Use the subtype of the Quota Planning infotypenoted in exercise 1 for task 2 point 3.

Detail Planning Poss. Until: 01 of next calendar month

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Cost Plans ! Manage

In the menu, choose Plan Data ! Personnel Cost Plan ! Create Plan andenter the data specified in the task.


Cost plan: GR##02

Name: Group ## Plan 02 (with EE + without HC)


Context: HR550

Scenario: G##







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Planning Type Req. Positions: <leave blank>

Detail Planning Poss.Until: <leave blank>


In the menu, choose Plan Data ! Personnel Cost Plan ! Create Plan andenter the data specified in the task.


1. Execute a planning run for each of your personnel cost plans. In each case,use your organizational unit ## Controlling as the start object. Use UNI as the plan currency.


Position the cursor on one of your personnel cost plans and choose Plan Data ! Execute Personnel Cost Planning Run

Enter your organizational unit ## Controlling and UNI as the plan currency.

Do exactly the same for your second personnel cost plan.


1. Check the plan data that has been created and determine from your cost planGR##01 the total costs for the following cost items:

! Per year

1100 Wages and Salaries

1190 Other Wages and Salaries

1260 Special Payment/Bonus





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! Per year

1310 ER Expenses Social Insurance

9110 Salary Increase

9111 Course


Double-click your cost plan GR##01 and choose View ! Total Costs per Cost Item

Task 4:

Perform the following tasks in the system:

1. Copy your plan GR##01/Group ## Plan 1 (with EE + ) to the new plan GR##03 .Valuate this new plan using planning scenario G99 in planning context HR550 .


Select your cost plan GR##01 and in the menu, choose Extras ! Copy Plan and enter the data listed for the task. If you want, you can deselect theAdopt Detail Plan Changes option.

2. Change the name of the plan you have just created to Group ## Plan 03(Scenario 99) .


Select the copy of the cost plan you have just created and in the menu,choose Plan Data ! Personnel Cost Plan ! Change Plan Attributes .Enter the name specified in the task.

Task 5:Answer the following questions:

1. Which objects are not considered in the Not Including Employee Data method?

____________________________________________________

____________________________________________________





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____________________________________________________

a) You can find the answer to this question on the slides for the Personnel

Cost Plan unit.2. Which objects are not considered in the Including Employee Data method?

____________________________________________________

____________________________________________________

____________________________________________________

a) You can find the answer to this question on the slides for the Personnel Cost Plan unit.




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Lesson Summary

You should now be able to:• Create personnel cost plans• Execute cost planning runs• Copy personnel cost plans




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HR550 Unit Summary






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Unit Summary HR550




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Test Your Knowledge

1. What reasons are there for creating multiple cost plans?

2. What reasons are there for creating multiple planning runs in one cost plan?

3. What are the effects of Quota Planning in Organizational Management on theresults of personnel cost planning?




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Unit 5 Detail Planning

Unit OverviewThis unit deals with the Detail Planning process step. Information from the perspectiveof a line manager is included in planning.


• Use detail planning to include additional data in personnel cost planning or change existing data.

Unit ContentsLesson: Detail Planning.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Exercise 5: Detail Planning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115




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Unit 5: Detail Planning HR550

Lesson: Detail Planning

Lesson OverviewThis unit deals with Detail Planning. It explains how information from a linemanager's perspective is included in planning.



Business ExampleIn your role as a line mananger, you have information about your area or responsibilitythat has not yet been saved in the system and, as such, cannot be included in personnelcost planning.

You use detail planning to maintain this information and thereby include it in personnel cost planning.

Detail Planning

Figure 58: Detail Planning for Line Managers




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HR550 Lesson: Detail Planning

Line managers are flagged as such using a chief position in OrganizationalManagement. This determines which objects a line manager can edit in detail planning.

Detail planning is displayed in a separate browser window. Technically speaking, itis a business server page or BSP. This means that the line manager does not need aSAP GUI to use the detail planning screen. The line manager requires only a Web browser, and a user ID and password for the SAP system.

The line manager can access the interface directly from the SAP system. Alternatively,it is also possible to send via e-mail a link to the interface or publish the link on anintranet or Internet page.

Any changes made in detail planning are flagged as such. This enables you to keep anoverview of the changes made.

Figure 59: Detail Planning for Specialists

Personnel cost planning specialists can access all personnel cost planning data.

As is the case for line managers, any changes made in detail planning are flagged assuch. This enables you to keep an overview of the changes made.




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Figure 60: Detail Planning Interface

The interface comprises the following three areas:

• Toolbar • Selection area• Data area




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Figure 61: Detail Planning Example: Total Costs per Organizational Unit

This graph is generated and automatically adjusted according to the selected displayoptions.

An undo function allows the user to track the changes made and, if necessary, undosome of these changes.




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Customizing

Figure 62: Customizing Detail Planning: Overview

In Custo mizing you can tailor the detail planning interface to suit the requirementsof your enterprise with minimal effort.

For the logo and the implementation instructions, see the MIME Repository under SAP ! BC ! BSP ! SAP ! HRHCP_PLANNING.




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Exercise 5: Detail Planning

Exercise ObjectivesAfter completing this exercise, you will be able to:• Perform detail planning

Business ExampleIn your role as line manager, you perform detail planning.

As a a personnel cost planning specialist, you obtain an overview about the changesmade during detail planning.

Task 1:Perform detail planning for your department ## Controlling (Plan: Group ## Plan01 (with EE + with HC)) . Access detail planning from the Easy Access Menu, andlog on with your user HR550-## and your password.

Maintain the following data:

1. Ms Maria Gonzales is to obtain a premium of 700 UNI as opposed to 500 UNI.

2. Increase the Special Payment/Bonus cost item by 2% for all employees.


1. In the SAP system, display the changes made in detail planning.

2. Copy the changes made to your Plan 01 to your Plan 02 .




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Solution 5: Detail Planning

Task 1:Perform detail planning for your department ## Controlling (Plan: Group ## Plan01 (with EE + with HC)) . Access detail planning from the Easy Access Menu, andlog on with your user HR550-## and your password.

Maintain the following data:

1. Ms Maria Gonzales is to obtain a premium of 700 UNI as opposed to 500 UNI.

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Cost Plans ! Detail Planning

Enter your user HR550-## and your R/3 password.

Select your plan Group ## Plan 01 (with EE + HC) .Choose the Total Costs per Cost Object view and select the row containingthe name Ms Gonzales . Choose Edit Cost Items .

In the Wages and Salaries cost item, overwrite the amount 500 UNI with700 UNI and choose Save.

Choose Display View .

2. Increase the Special Payment/Bonus cost item by 2% for all employees.

a) Choose Increase Cost Items .

Choose the Special Payment/Bonus cost item and enter 2 as the percentage by which it is to be increased.

Choose Update . Your changes are displayed.

Choose Display View .

Choose Save and then Exit .





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1. In the SAP system, display the changes made in detail planning.

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Information System ! Reports ! Cost Plans ! PlanChanges

Select the cost plan GR##01 .

2. Copy the changes made to your Plan 01 to your Plan 02 .


In the menu, choose Extras ! Apply Detail Planning Changes .

Choose Plan 01 as your source cost plan and Plan 03 as your target cost plan.




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Lesson Summary

You should now be able to:• Use detail planning to include additional data in personnel cost planning or

change existing data.




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HR550 Unit Summary






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Unit Summary HR550




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Test Your Knowledge

1. Which statements about data planning are correct?Choose the correct answer(s).! A A pay increase planned in detail planning results in the automatic

creation of a new Basic Pay infotype for the relevant person.! B Individual cost items can be locked in Customizing to prevent them

from being edited in detail planning.! C Detail planning is an optional step in the planning process.! D Detail planning can only be performed directly in the SAP system.! E To include data from detail planning in the cost plan, the relevant

planning run must be executed again.




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Answers

1. Which statements about data planning are correct?

Answer: B, C

All information can be found in the Detail Planning unit.




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Unit 6 Integration

Unit OverviewThis unit deals with the Integration process step. In this step, the plan data generated inPersonnel Cost Planning is transferred to Controlling. The use of plan data continuesto be depicted in Training and Event Management and Compensation Management.


• Describe integration between Personnel Cost Planning and Controlling.• Describe integration between Personnel Cost Planning and Training and Event

Management.• Describe integration between Personnel Cost Planning and Compensation

Management.

Unit ContentsLesson: Integration .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Exercise 6: Integration... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131




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Unit 6: Integration HR550

Lesson: Integration

Lesson OverviewThis unit covers Integration. In this planning step, the plan data generated in PersonnelCost Planning is transferred to Controlling. The use of plan data continues to bedepicted in Training and Event Management and Compensation Management.




Management.

Business ExampleIn your role as a personnel cost planning specialist, you familiarize yourself with theintegration possibilities of Personnel Cost Planning.




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HR550 Lesson: Integration

Integration

Figure 63: Integration with Other Applications

To use the data, you must have created personnel cost plans.

To transfer data to CO, you must first release the plan data.

Plan data that has not yet been released can, however, be used to generate budgets inTraining and Event Management or Compensation Management.

You can release cost planning runs separately or release the entire plan together withall cost planning runs at the same time. When you perform this release step, the SAPsystem creates an original document for each controlling area of the plan data.




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Figure 64: Example - Transfer of Data to Controlling

Hint: Controlling must be release 4.6B or later for integration with datafrom Personnel Cost Planning.

When data is released, original documents are generated. That is, data is compiledaccording to the requirements of Controlling. When data is posted, these documents

are transferred to Controlling.




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Figure 65: Budget Provision

Figure 66: Budget Provision




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If you want to use data from Personnel Cost Planning for Training and EventManagement or Compensation Management, you must specify the cost item fromwhich the budget is to be generated.

Figure 67: Customizing Posting to Accounting: Overview

Assign Cost Items to Cost Elements:

• In this IMG activitiy, you use symbolic accounts to assign the cost items for eachchart of accounts to G/L accounts. G/L accounts correspond to cost elements inControlling.

Assign Planning Source:

• In this IMG activity, you assign the planning source that is to be used to transfer results from cost planning runs to Accounting to Personnel Cost Planning andSimulation.

Assign C ost Object Grouping for Account Determination:

• In this I MG activity, you use feature HCP03 (Grouping Cost Objects for Account Determination) to group cost objects in Personnel Cost Planning and Simulationfor determining accounts in Accounting. These groupings allow the SAP systemto assi gn cost elements to the cost items.




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Figure 68: Customizing Posting to Accounting: Planning Source

You maintain the planning source in Customizing for Controlling. In Customizingfor Personnel Cost Planning, you simply store the name of the planning source thatis to be used.




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Exercise 6: Integration

Exercise ObjectivesAfter completing this exercise, you will be able to:• Release a planning run

• Post a personnel cost plan to CO

Business ExampleIn your role as a personnel cost planning specialist, you release a planning run.

In your role as a contoller, you post the released plan to CO.


1. Release your planning run in personnel cost plan Group ## Plan 01 and check the generated data.


1. As a controller, post your personnel cost plan Group ## Plan 01 to CO.


1. Display the generated data for your cost center HR550-## .

To do this, use the transaction (KSBL) entered in your role Cost Centers: Planning Overview .




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Solution 6: Integration


1. Release your planning run in personnel cost plan Group ## Plan 01 and check the generated data.


Select the planning run in your cost plan and choose from the menu Plan Data ! Transfer to CO ! Release Planning Run .

Check the log.


1. As a controller, post your personnel cost plan Group ## Plan 01 to CO.

a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Cost Plans ! Post

Select your cost plan GR## Plan 01 and choose from the menu Plan Data ! Post Plan .


1. Display the generated data for your cost center HR550-## .





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To do this, use the transaction (KSBL) entered in your role Cost Centers: Planning Overview .

a) Accounting !

Controlling !

Cost Center Accounting !

Information System ! Reports for Cost Center Accounting ! Planning Reports !

Cost Centers: Planning Overview

Select 1000 as the controlling area.

Select the following data:

Cost Center HR550-##

Fiscal Year following calendar year

Period 01 To 12

Version 0

Start the report and check the values.




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Lesson Summary

You should now be able to:• Describe integration between Personnel Cost Planning and Controlling.• Describe integration between Personnel Cost Planning and Training and Event


Management.




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HR550 Unit Summary




Management.




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Unit Summary HR550




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Test Your Knowledge

1. Explain the ways in which you can integrate data from Personnel Cost Planning.What is the prerequisite for posting data to CO?




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Answers

1. Explain the ways in which you can integrate data from Personnel Cost Planning.What is the prerequisite for posting data to CO?

Answer: Data from Personnel Cost Planning can be integrated with Controlling,Training and Event Manangement, and Compensation Management. To do this,a cost plan must have been released and data must have been posted to it.




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Unit 7 Reporting & Tools

Unit OverviewThis unit focuses on the Personnel Cost Planning reports available in the SAP R/3System and the tools provided by Personnel Cost Planning.


• Call Personnel Cost Planning reports from the SAP system.• Use Personnel Cost Planning tools.

Unit ContentsLesson: Reporting and Tools ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Exercise 7: Reporting... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147




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Unit 7: Reporting & Tools HR550

Lesson: Reporting and Tools

Lesson OverviewThis unit focuses on the Personnel Cost Planning reports available in the SAP systemand the tools provided by Personnel Cost Planning.



Business ExampleTo analyze the results of personnel cost planning, you use the reports that are availablein the SAP system.

During the personnel cost planning process you use personnel cost planning tools for certain tasks.




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Figure 70: Reporting in R/3

The following reports are available in the SAP R/3 System:

• Plan Data: reporting on and analyzing cost plans. Different views of the planare supported.

• Plan Changes: lists all of the changes made to data during detail planning.• Original Documents: lists all the data of a plan (in CO format) that can be posted

or has already been posted to Accounting.• Plan Comparision: compares two cost plans and supplies the percentage and

actual variance.

The Ad-Hoc Query and the InfoSets delivered enable you to create individual reports.

In Manager's Desktop, the “Plan Data” report is available.




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HR550 Lesson: Reporting and Tools

Figure 71: Digression: Reporting in BW

The reports in BW are delivered as of SAP Business Information Warehouse Release3.1.




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Tools

Figure 72: Personnel Cost Planning Tools (I)

Display Log: displays the error logs stored during processing. As standard, the logsare stored for 30 days.

Delete Plan: for deleting plans, the following prerequisites apply:

• You have not transferred any plan data of the selected personnel cost plan toControlling.

• If you have transferred plan data for the selected personnel cost plan, you havecanceled all postings.




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Figure 73: Personnel Cost Planning Tools (II)

Delete Data Basis: selective or complete deletion of cost planning infotypes.

Manage Data from Payroll: display and delete payroll results provided by transfer to Payroll for Personnel Cost Planning.




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Exercise 7: Reporting

Exercise ObjectivesAfter completing this exercise, you will be able to:• Perform plan/plan comparison

Business ExampleIn your role as a personnel cost planning specialist, you compare the results of two personnel cost plans.

Task:Perform the following tasks in the system:

1. Use the Plan/Plan Comparison report to compare your two personnel cost plansGR##01 and GR##02 .





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Solution 7: Reporting

Task:Perform the following tasks in the system:


a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Information System ! Reports ! Plan/Plan Comparison


Plan Version 01

Personnel Cost Plan GR##01


Currency Key UNI

Start the report and check the log.


a) Human Resources ! Personnel Management ! Personnel Cost Planning ! Information System ! Reports ! Plan/Plan Comparison


Plan Version 01Personnel Cost Plan GR##01


Currency Key UNI

Start the report and check the log.




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Lesson Summary

You should now be able to:• Call Personnel Cost Planning reports from the SAP system.• Use Personnel Cost Planning tools.




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Unit Summary HR550






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Test Your Knowledge

1. Which reports are available in the SAP system?




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Answers

1. Which reports are available in the SAP system?

Answer: Plan Data, Plan Changes, Original Documents, and Plan/PlanComparison.




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HR550 Course Summary

Course SummaryYou should now be able to:

• Describe the functions of the Personnel Cost Planning and Simulation component• Configure the SAP system for the Personnel Cost Planning and Simulation

component




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Course Summary HR550




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Index AAdditional Cost Items , 35

BBase Cost Item , 35

CControlling view , 94Cost Item Types , 34DData Collection for Employees,

57Data Collectio n for

Organizational ManagementObjects, 62

Defining Cost Items , 33Depending Cost Items , 35Detail Plannin g for Line

Managers, 111Detail Planning for Specialists ,

111Direct Cost Items , 35

FFeature HCP01 , 31Feature HCP02 , 31FTE Full-Time Equivalents , 9

IIntegration wit h Other

Applications, 125

MManual Mainte nance of Cost

Items, 68

OOrganizational View , 94

PPersonnel Cost Plan , 88Personnel Cost Planning and

Simulation Component

(PA-CP), 5Personnel Cost PlanningComponent (PA-CM-CP), 3

Planning Context , 25Planning Meth od: With

Employee Data, 91Planning Meth od: Without

Employee Data, 90Planning of Pe rsonnel Costs

infotypes (0666 and 5010),53

Planning Process , 6

Planning Run , 89Planning Scenarios , 26

QQuota Plannin g Infotype

(IT1019), 8

RReporting in BW , 143Reporting in R/3 , 142

TTime Constraints , 56

VValuating Non- Valuated Cost

Items, 38




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Index HR550




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Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracyand completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.