sap hr config all

1

Contents:

• Organizational Management

• Personnel Administration

• Recruitment

• Time Management

• Payroll

• Travel Management

• CATS

• ESS.

• Schema & PCR

• E-Recruitment

Organizational Management

• Existing Organizational Units

• Staff Functions for Organizational Units

• Organizational Structure with Persons

• Organizational Structure with Work Centers

• Existing Jobs

• Job Description

• Complete Job Description

• Periods for Unoccupied Positions

• Existing Positions

• Position Description

• Vacant Positions

• Obsolete Positions

• Complete Position Description

• Reporting Structure without Persons

• Reporting Structure with Persons

• Existing Tasks

• Activity Profile of Positions

• Activity Profile of Positions with Persons

2

• Existing Objects

• Structure Display/Maintenance

Organizational Management

Organizational Structure

3

OVERALL ORGANISATION STRUCTURE The overall organization structure can be summarized in the figure below. The various organizational

elements are described with the code to be used in configuration alongside.

4

Enterprise Structure:

5

Define Company:

Define Company Code:

6

Define Personnel Areas:

7

Personnel Sub areas:

Employee Groups:

Employee Sub groups:

8

Assignment:

1. Assignment of Company code to Company:

2. Assignment of Personnel area to Company Code:

3. Assign employee sub group to Employee group:

9

Plan Version:

Set Active Plan Version:

Maintain Number Ranges for Organizational Objects:

10

Set up Number assignment for all plan versions:

Data Model Enhancement:

Maintain Object types:

Maintain Infotypes:

11

Maintain Sub types:

Maintain Relationships:

12

Maintain Evaluation paths:

Integration:

Set up Integration with Personnel Administration:

13

Transfer data from Personnel Administration (RHINTE00)

14

Prepare Integration with Personnel Administration.(RHINTE01)

Transfer Data to Personnel Administration (RHINTE30)

15

Check Integration Consistency (RHINTE20)

16

Personnel Administration

Maintain User Parameters:

17

Maintain Number Range Intervals for Personnel numbers:

Determine Default for Number Ranges:

18

PERSONAL DATA

In this section, the system settings are configured for all the infotypes that store personal data for the

employee.

This group includes the following infotypes:

• Addresses (Infotype 0006)

• Personal Data (Infotype 0002)

• Family/Related Person (Infotype 0021)

• Identification (Infotype 0185).

Create Forms for Address:

19

Create Names Affixes:

Maintain Titles:

20

Create Marital Status:

Family/Related Person (Infotype 0021)

Data concerning, the employee’s family members / other related persons stored in the Family

Members/Dependents infotype (0021).

All necessary configurations pertaining to this infotype is done under this section.

Family Members

In this step, the type of relationship between employees and their relatives are defined.

SAP R/3 Role

Menu

Personal Data

Transaction Code SPRO

IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Personal Data -> Family ->

Define possible family members

Description and Configuration Values

The following table reproduces the initial values configured for Cairn Energy

SUBTY ZEITB OBJRQ STEXT

01 3 Father

02 3 Mother

03 3 Spouse

04 3 Son

21

05 3 Daughter

06 3 Brother

07 3 Sister

Addresses (Infotype 0006)

In the Addresses infotype (0006), the address data of an employee/applicant is stored. The employee’s

address is used in conjunction with the employee’s/applicant’s name, taken from the Personal Data

infotype (0002), for employee lists of different kinds, for forms, or for address labels.

In this step, the system settings for the infotype Addresses (0006) is done.

The Addresses infotype is used to store an employee's/applicants address(es).

Address Types

In this step, create the address types as per requirement.

The address types are defined as subtypes of infotype 0006, Addresses.

SAP R/3 Role

Menu

Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel

Administration -> Personal Data -> Addresses -> Create address types



SUBTY STEXT ZEITB

1 Permanent Address 1

2 Temporary residence 3

3 Home address 2

4 Emergency address 2

5 Mailing address 2

6 Nursing address 2

7 Address provided during Separation. 2

22

8 Present Address 2

Identification (Infotype 0185)

This infotype is used to store personal identification details of an employee.

In this section, settings which affect the infotype Identification (0185) need to be maintained.

SAP R/3 Role

Menu

Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Personal Data ->

Identification -> Maintain types of identification

23

Contractual and Corporate Agreements

Contract Elements (Infotype 0016)

In the Contract Elements infotype (0016), data related to the employee’s employment contract is stored.

Contractual Regulations

With the Contract type field, you can subdivide contracts of employment in accordance with the planned

duration of the work relationship and the employee’s legal status.

You can or must also record the following information here:

• For temporary work relationships, you must enter the contract’s expiry date (valid until).

Contract Types

In this step, contract categories are configured.

SAP R/3 Role

Menu

Personal Data



Administration -> Contractual and Corporate Agreements -> Contract Elements -> Define

contract types

24

Determine default Contract elements:

Evaluation Basis

Monitoring of Task (Infotype 0019)

The infotype monitoring of dates (0019) is provided so that HR personnel can monitor certain dates. In

this infotype, all the dates that affect an employee and dates which the personnel administrators should

be reminded of by the system, are stored.

Task type

In this step, task types with standard lead times and standard follow-up times as well as indicators for

additional tests are defined.

SAP R/3 Role

Menu

Personal Data



Administration -> Evaluation Basis -> Monitoring of Tasks -> Determine Task Type

25



Date Specifications:

26

Calculation of Employment Period:

Define Conversion Rules:

27

Employee Qualifications

This group includes the following infotypes:

� Education (Infotype 0022)

� Other/Previous Employers (Infotype 0023)

Education (Infotype 0022)

All data pertaining to employee’s/ applicant’s education qualifications is stored in the Education infotype

(0022).

The standard system contains different educational establishment types as subtypes: If you want to store

information about the complete education and training history of an employee/applicant, you have to

create as many data records as necessary for the respective subtypes of this infotype. Enter the

respective dates of the training period as the validity period.

You can enter the following data for each educational establishment type:

• Education/training or occupation the employee/applicant has acquired.

• Education and training category. • Institute/Place (e.g. University for applied science).

• Country Key, i.e. the country in which the education/training institution is based.

• Certificate.

• Duration of course. • Final mark.

• Branch of study.

28

SAP R/3 Role Menu Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG)

-> Personnel Management -> Personnel Administration -> Employee Qualifications ->

Education and Training -> Create education establishment types



Nature Educ. est. text

01 Certificate Course

02 Diploma

03 Doctorate

04 Graduate

05 Master Diploma (2yea

06 Post Graduate

07 Post Graduate Diplom

08 Professional

09 Under Graduate

10 Vocational

SAP R/3 Role

Menu

Personal Data


IMG Menu Implementation Guide for R/3 Customizing

(IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications ->

Education and Training -> Define Education/Training

29

Other and previous employers:

Other/Previous Employers (Infotype 0023)

In the Other/Previous Employers infotype (0023), information on other work contracts of an employee or

applicant is stored.

If more than one of an employee’s or applicant’s employers need to be enter, create many data records

within this infotype, each with their respective validity period.

Specify the employer’s name and the country it is based in for each employer. Following details can be

also stored:

• City in which the company is based. • Industry in which the company is active.

• Job that the employee or applicant carried out or carries out. • Work contract with other employer.

In this section, the necessary settings for infotype Previous Employment (0023) are done.

30

SAP R/3 Role

Menu

Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications ->

Other/Previous Employers -> Create employer's industry sector



Indus. Description

0001 Oil & Gas Ind.

0002 Consulting

0003 Consumer

0004 Hi-Tech

0005 Insurance

0006 ITES

0007 Oil & Gas - Downstream

0008 Oil & Gas - Upstream

0009 Telecom

0010 Manufacturing

0011 Pharmaceutical

0012 Others

0013 NGO

0014 Hotels

0015 FMCG

0017 Service Industry

0018 Others

31

SAP R/3 Role

Menu

Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Employee Qualifications ->

Other/Previous Employers -> Create activities in employment



Job Text

00000001 Geologist

00000002 Site Engg.

00000003 Surveyor

Communication: infotyoe:0105.

Communication

Communication (Infotype 0105)

An employee’ communication ID is stored in the Communication infotype (0105).

An employee’s communication ID is valid for a certain type of communication (such as ERP system,

Internet).

In this chapter, all necessary customizing is prepared for this infotype.

SAP R/3 Role

Menu

Personal Data



Administration -> Communication -> Create

communication types

33

Customizing procedures

In this chapter, system will be set up so that a large part of the work processes used in the enterprise are

reflected in the HR System.

For example, we can determine which infotypes are to be proposed as defaults when a person is hired or

if an employee's organizational assignment changes.

In the HR System, hiring is considered to be a personnel action; one can define and describe personnel

actions as per requirement of an organization.

One can set up own menus as per requirement.

One can initiate actions so that they depend on the existence of certain infotypes and/or their contents.

Actions

In this chapter, personnel actions together with the possible reasons are defined and the work contents

and the choice of actions for the administrator.

34

Define info groups

SAP R/3 Role

Menu

Personal Data



Administration -> Customizing Procedures -> Actions -> Define infogroups



Info group 01 Hiring

User

group

Infogrmod

. No Op.

ITyp

e SC

STy

. Infotype text

99 00 INS 0001 Organizational Assignment

99 01 INS 0002 Personal Data

99 03 INS 0006 8 Addresses

99 04 INS 0006 1 Addresses

99 05 INS 0007 Planned Working Time

99 06 INS 0008 Basic Pay

99 07 INS 0009 Bank Details

99 09 INS 0021 Family Member/Dependents





Info group AA Confirmation

User

group

Infogrmod. No Op. IType SC STy. Infotype text

35

Info group AB Promotion

User

group

Infogrmod. No Op. IType SC STy. Infotype text

99 01 COP 0001

Organizational

Assignment

99 02 COP 0008

Basic Pay

Infogroup AC Transfer

User

group Infogrmod. No Op. IType SC STy. Infotype text

99 01 COP 0001

Organizational

Assignment

99 02 COP 0008

Basic Pay

Infogroup AD Re-designation

User


99 00 COP 0001

Organizational

Assignment

Infogroup AE

Mid Year Salary

Review

User


99 00 COP 0008

Basic Pay

Infogroup AF Secondment

36

User


99 03 COP 0008

Basic Pay

99 04 COP 0007

Planned Working

Time

99 05 COP 0395

External

Organizational

Assignment

99 06 COP 0396

Expatriation

Infogroup AG Repatriation

User


99 01 COP 0395

External

Organizational

Assignment

99 03 COP 0008 Basic Pay

Infogroup AH Repatriation

User


99 01 COP 0001

Organizational

Assignment

99 02 COP 0019

Monitoring of

Tasks

Infogroup AI

Going to be

Separated

User


99 00 COP 0001 Organizational

37

Assignment

Infogroup AJ

Temporary

Assignment

User



99 04 COP 0007

Planned Working

Time

99 05 COP 0395

External

Organizational

Assignment

Infogroup AK

promotion &

Transfer

User


99 01 COP 0001

Organizational

Assignment


Infogroup AL

Transfer & Re-

designation

User


99 01 COP 0001

Organizational

Assignment


Infogroup AM Relocation

User


99 01 COP 0001

Organizational

Assignment

38


Infogroup AN

Temp

Assignment to

Secondment

User



99 04 COP 0007

Planned Working

Time

99 05 COP 0395

External

Organizational

Assignment

Infogroup 84 Separation

User


99 02 COP 0001

Organizational

Assignment

99 09 LIS9 0185 Personal IDs

99 10 LIS9 0185 Personal IDs

99 11 LIS9 0008 Basic Pay

Create customer-specific status

SAP R/3 Role Menu Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG) -

> Personnel Management -> Personnel Administration -> Customizing Procedures ->

Actions -> Create customer-specific status



Stat. Name

39

1 On Probation

2 Confirmed

3

On Temp. Assignment /

Secondment

4 Inactive Employee

Set up personnel actions

SAP R/3 Role

Menu

Personal Data



(IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures ->

Actions -> Set up personnel actions



Act.

Name of action

type FC

Cust.

Stat.

Empl.

Stat.

Spe.

Stat. Check IG Dte U0000 U0302

Cntry

Reass

01 Hiring 1 1 3 10 X X

20 Separation 0 0 0 84 1 X X

62 Hire applicant 7 1 3 1 48 X X

AA Confirmation 0 2 3 AA X X

AB Promotion 0 2 3 AB X X

AC Transfer 0 2 3 AC X X

AD Re-designation 0 2 3 AD X X

AE

Mid Year Salary

Review 0 2 3 AE X X

AF Secondment 0 3 3 AF X X

AG Repatriation 0 2 3 AG X X

AH

Probation

extension 0 1 3 AH X X

AI

Going to be

Separated 0 1 3 AI X X

40

AJ Temp. Assignment 0 3 3 AJ X X

AK

Promotion &

Transfer 0 2 3 AK X X

AL

Transfer & Re-

designation 0 2 3 AL X X

AM Relocation 0 2 3 AM X X

AN

Temp Assign conv

to Secondment 0 3 3 AN X X

Create reasons for personnel actions

SAP R/3 Role

Menu

Personal Data



-> Personnel Management -> Personnel Administration -> Customizing Procedures ->

Actions -> Create reasons for personnel actions



Act. Name of action type ActR Name of reason for action

01 Hiring

20 Separation

20 Separation 01 Retirement

20 Separation 02 Resignation

20 Separation 04 Termination

20 Separation 09 Death of employee

62 Hire applicant

AA Confirmation

AB Promotion

AC Transfer

AC Transfer 01 Vacancy

AC Transfer 02 Career progression

41

AC Transfer 03 Personal reason

AD Re-designation Better Reflection Of Role

AD Re-designation 01 Change in Job /Role

AD Re-designation 02 Change in titling Protocol

AE Mid Year Salary Review

AE Mid Year Salary Review 01 Internal Parity

AE Mid Year Salary Review 02 Market Correction

AF Secondment

AG Repatriation

AH Probation extension Unsatisfactory Performance

AI Going to be Separated

AI Going to be Separated 01 Retirement

AI Going to be Separated 02 Resignation

AJ Temp. Assignment

AN

Temp Assign conv to

Secondment 01

Change action menu

SAP R/3 Role

Menu

Personal Data



-> Personnel Management -> Personnel Administration -> Customizing Procedures -> Actions -> Change action menu



Menu 01 Actions

User

group No Action Name of Action type

99 01 01 Hiring

42

99 02 AA Confirmation

99 03 AB Promotion

99 04 AC Transfer

99 05 AD Re-designation

99 06 AE Mid Year Salary Review

99 07 AF Secondment

99 08 AG Repatriation

99 09 20 Separation

99 10 62 Hire applicant

99 11 AH Probation extension

99 12 AI Going to be Separated

99 13 AJ Temp. Assignment

99 14 AK Promotion & Transfer

99 15 AL Transfer & Re-designation

99 16 AM Relocation

99 17 AN

Temp Assign conv to

Secondment

Dynamic Actions

Configuration is done to control the initiation of actions when maintaining an infotype record.

This can be the maintenance of an additional infotype record or performing a routine.

For each action, it can be determined whether it is always carried out when changes made an infotype or

a subtype or whether it is only carried out if changes made to certain fields.

Settings can be made to specify whether the action is to be carried out for "Change", "Create" and/or

"Delete" record.

We can also specify default values for a record that is to be created.

43

SAP R/3 Role

Menu

Personal Data


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management -> Personnel Administration -> Customizing Procedures ->

Dynamic Actions



IType STy. Field FC No. S Variable function part

0000 04 227 *** CALL ROUTINE FOR LETTER*

0000 04 228 P *P0000-MASSN='AD'

0000 04 229 P *T001P-MOLGA='40'

0000 04 230 F

*SUB_REDESIGNATION

(ZHRG_INC_DYNAMICACTION)

0000 04 231 P P0000-MASSN='AH'

0000 04 232 P T001P-MOLGA='40'

0000 04 233 F

SUB_PROBATION_EXT


0000 04 234 P P0000-MASSN='AA'

0000 04 235 P T001P-MOLGA='40'

0000 04 236 F

SUB_CONFIRMATION


0000 04 237 P *P0000-MASSN='AC'

0000 04 238 P *T001P-MOLGA='40'

0000 04 239 F

*SUB_TRANSFER


0000 04 240 P P0000-MASSN='20'

0000 04 241 P T001P-MOLGA='40'

44

0000 04 242 F SUB_SERVICE_LETTER(ZHRG_INC_DYNAMICACTION)

0000 04 243 P P0000-MASSN='AI'

0000 04 244 P P0000-MASSG='01'

0000 04 245 F SUB_RETIREMENT_LETTER(ZHRG_INC_DYNAMICACTION)

0000 04 246 P P0000-MASSN='AI'

0000 04 247 P P0000-MASSG='02'

0000 04 248 F SUB_ACCEPT_RESIGNATION(ZHRG_INC_DYNAMICACTION)

0000 04 249 P P0000-MASSN='20'

0000 04 250 P P0000-MASSG='02'

0000 04 251 F SUB_RELIEVING_ORDER(ZHRG_INC_DYNAMICACTION)

0000 04 252 P P0000-MASSN='AI'

0000 04 253 P T001P-MOLGA='40'

0000 04 254 M S0001

0001 04 228 P P0000-MASSN='AD'

0001 04 229 P T001P-MOLGA='40'

0001 04 230 F SUB_REDESIGNATION(ZHRG_INC_DYNAMICACTION)

0001 04 237 * P0000-MASSN='AC'

0001 04 238 * T001P-MOLGA='40'

0001 04 239 * SUB_TRANSFER(ZHRG_INC_DYNAMICACTION)

0001 04 249 * P0000-MASSN='AC'

0001 04 253 * SUB_TRANSFER_MAIL_NOTIFICATION(ZHRG_INC_DYNAMICACTION)

0008 04 237 P T001P-MOLGA='40'

0008 04 238 P PSPAR-MASSN='AC'

0008 04 239 F SUB_TRANSFER(ZHRG_INC_DYNAMICACTION)

0008 04 241 P T001P-MOLGA='40'

0008 04 249 P P0000-MASSN='AC'

0008 04 250 F SUB_TRANSFER_MAIL_NOTIFICATION(ZHRG_INC_DYNAMICACTION)

45

0008 04 253 P T001P-MOLGA='40'

0008 04 254 P PSPAR-MASSN='AB'

0008 04 255 F SUB_PROMOTION_LETTER(ZHRG_INC_DYNAMICACTION)

0008 04 259 P T001P-MOLGA='40'

0008 04 260 P PSPAR-MASSN='AE'

0008 04 261 F SUB_REVISED_SALARY_LETTER(ZHRG_INC_DYNAMICACTION)

0395 04 001 P T001P-MOLGA='40'

0395 04 002 P PSPAR-MASSN='AF'

0395 04 003 F SUB_SECONDMENT_LETTER(ZHRG_INC_DYNAMICACTION)

0395 04 004 P T001P-MOLGA='40'

0395 04 005 P PSPAR-MASSN='AJ'

0395 04 006 F SUB_ASSIGNMENT_LETTER(ZHRG_INC_DYNAMICACTION)

RECRUITMENT

The ability to meet personnel requirements is key for enterprises. The success of an enterprise depends on such factors as the quality and availability of personnel. It is

particularly important for the development and success of expanding enterprises that they have quick access to adequate personnel.

This component has all the functions needed for working through the entire

recruitment procedure, from creating applicant data to filling vacant positions.

The Recruitment component contains an entire range of powerful, flexible functions that can be used to implement an effective – and largely automated – recruitment

strategy.

The Recruitment component can be used to recruit human resources according to requirements, at any time. Applicants data can be stored that have not deemed suitable for a particular vacancy in the Applicant Pool, where they can be

considered for other or future vacancies.

This component enables to define a recruitment procedure that suits the needs of enterprise. Tasks can be distributed and responsibilities can be fixed to different

people, involved in the recruitment process. Recruitment supports in dividing and assigning administrative and decision-making task areas. Many tasks can be

processed via mass processing.

The Recruitment component provides dynamic actions to enable to automate many processes. For example, when initial data for applicant is entered, the system creates a confirmation of receipt in the form of an applicant activity and a letter

confirming receipt of application. This reduces the administrative tasks required of the HR department for applicant correspondence.

46

Workforce Requirements and Advertising The Recruitment component enables to document workforce requirements and the way it is

been advertised in the SAP system.

A company's workforce requirements are represented in the Workforce. Requirements and

Advertising component by means of vacancies. A vacancy is a description of a position that

must be staffed, either completely or partially. The recruitment process is triggered by the

creation of a vacancy. The recruitment procedure is initiated by the creation of a vacancy, and

its purpose is to fill vacancies. Vacancies are published in advertisements.

If a candidate applies for a job in response to an advertisement, he or she must be assigned to

this advertisement during the initial entry of basic data phase. By assigning an applicant to an

advertisement here, the system can propose a likely vacancy assignment for the applicant. This

proposed vacancy assignment can be overwritten if unsuitable. Assignment of an unsolicited

applicant to a vacancy depends solely on the decisions of the personnel officer or line manager

responsible. For this reason, default values cannot be proposed here.

If the candidate has applied in response to an advertisement, he / she must be assigned to a

recruitment instrument and a medium using the advertisement. This assignment means that you

can analyze the effectiveness of the recruitment instruments and media used by company.

In this section, all the necessary system settings are done for the administration of workforce

requirements and advertising.

47

Create media

In this step we create the media used by company.

The medium serves two purposes in Recruitment:

• It is used to classify all recruitment instruments.

For example, the recruitment instruments "Washington Post" and "New York Times" are

classified under the medium "Press".

The applicant class is an attribute of the medium and indicates whether a medium is used to

attract internal or external applicants.

SAP R/3 Role

Menu

Personal Data

Transaction

Code

SPRO

IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Personnel Management ->

Recruitment -> Workforce Requirement and Advertisement -> Create Media



Medium Name of medium ApCl Applicant class text

01 Press AP External applicant

02 Employment office AP External applicant

03 Exec.search agency AP External applicant

04 Posters P Internal applicant

05 Mail P Internal applicant

06 Internal press P Internal applicant

10 University AP External applicant

11 Trade fairs AP External applicant

12 Headhunter AP External applicant

48

15 Internet AP External applicant

Create recruitment instruments

In this step, the recruitment instruments, which company uses, are being

configured.

Every job advertisement is published in a recruitment instrument. Recruitment instruments are classified according to the media used.

We can store a contact name and address key for each recruitment instrument. The address key can be used to store the address (of a contact)

for a recruitment instrument in step "Create addresses for recruitment instruments".

SAP R/3 Role Menu

Personal Data

Transaction Code

SPRO


(IMG) -> Personnel Management -> Recruitment -> Workforce Requirement

and Advertisement -> Create recruitment instrument



Instrum. Instrument Medium

Name of

medium Address Contact

00000001 Times of India 01 Press

00000002 Indian Express 01 Press

00000003 Monster.com 15 Internet

00000004 Cairn Portal 15 Internet

00000005 Internal magazine 06 Internal press

00000006 Outlook email 05 Mail

00000007 Anna University 10 University

00000008 Naukri.com 15 Internet

00000009 Hindu 01 Press

49

00000010 Economic Times 01 Press

Applicant Administration

This component is used to coordinate and monitor all the steps involved in applicant

administration. The two-tiered data entry concept provides a fast and easy way to enter and

structure unsolicited applications, and applications in response to a specific advertisement.

Create Personnel Officer

In this step we create company's personnel officers.

Personnel officers process the applications assigned to them according to

their authorization from the Personnel Department.

Personnel officers for Recruitment must be created as part of administrator group APPL. We can use an ID of our choice for the personnel officer.

SAP R/3 Role Menu

Personal Data

Transaction

Code

SPRO


(IMG) -> Personnel Management -> Recruitment -> Applicant Administration ->

Create Personnel Officer


The following table reproduces the initial values configured for Cairn Energy:

Grp Ad.

Administrator

name Title Tel.no. SAP Name

APPL NID Nidhi Ms

APPL NIR Nirmal Mr

APPL PRV Pravin Mr

APPL PUR Purnima Ms

APPL PUS Pushpendra Mr

APPL SHB Shoba Ms

APPL STU Stuti Ms

50

APPL SUN Sunayna Ms

Applicant Structure

When their data is first entered in the system, applicants are structured according to the

following criteria:

• Internal or external applicants.

• Unsolicited applicants / Applicants who applied in response to an advertisement.

• Applicant Groups.

• Applicant range. Internal applicants are those employed by the company on the date that the job application is

received. External applicants are those not employed by the company on this date. This latter

grouping can therefore also include former employees of the company.

The procedure for entering data is different for internal and external applicants. We have to

manually enter all required data on external applicants. When dealing with internal applicants,

however, we can import data such as name and address simply by specifying the candidate's

personnel number. We can overwrite this data, if necessary.

Both internal and external applicants can submit unsolicited applications, or apply in response to

an advertisement. We need to assign applicants who file an unsolicited application to an

unsolicited application group during initial data entry. An unsolicited application group is a user-

definable criterion for use in structuring unsolicited applications.

An applicant group is used to group together applicants on the basis of the type of work

relationship for which they have applied (for example, employees with a permanent contract,

employees with a temporary contract, freelance workers, and so on). The applicant class is a

characteristic of the applicant group. The applicant class indicates whether the applicant is

internal (applicant class P) or external (applicant class AP).

The applicant range is another user-definable criterion used for classifying applicants. Generally

speaking, it classifies applicants on the basis of either hierarchical or functional criteria.

Classifying the applicants hierarchically involves dividing them into groups, such as executive

employees, salaried employees, skilled workers, and so on. Functional classification involves

dividing them according to areas of employment, such as executive board, administration

department, production, and so on.

Applicant Group

51

SAP R/3 Role

Menu

Personal Data

Transaction

Code

SPRO


Recruitment -> Applicant Administration -> Applicant Structure -> Create Applicant

Group



AG App.group ApCl

Applicant Class

Text

1 Nationals AP

External

applicant

2 Expatriates AP

External

applicant

Applicant Range

SAP R/3 Role

Menu

Personal Data

Transaction

Code

SPRO


Recruitment -> Applicant Administration -> Applicant Structure -> Create Applicant

Range


The following table reproduces the initial values configured for Cairn Energy:

AR Applicant range

01 Employee

02 Consultants

52

03 Third Party Consult

Unsolicited application groups

SAP R/3 Role

Menu

Personal Data

Transaction Code

SPRO


Recruitment -> Applicant Administration -> Applicant Structure -> Create unsolicited

application groups



UAGp Unsol.app.group

001 Bihar Asset

002 Business Development

003 CEO's Office

004 Communications

005 COO's Office

006 Design Office

007 Drilling

008 Exploration

009 Finance

010 HR & Admin

011 HSE,CSR & LAND Acq.

012 IT&C and IM

013 Legal

014 Petroleum Engg

015 Procurement

53

016 Production

017 Production -RV & CB

Applicant Selection

Applicant Activities

In the Recruitment component, applicant activities are used to enter, log, and plan all the tasks

performed for an applicant during the selection procedure. Applicant activities are administrative

stages through which an applicant passes during the course of the application procedure.

The following characteristics are among those used to identify an applicant activity:

• Activity type

The activity type denotes the activity that is to be carried out for an applicant (e.g. Mail

confirmation of receipt, Mail invitation to interview, Appointment for interview).

• Activity status

The activity status indicates whether the activity has already been performed for an

applicant (completed) or is still to be performed (planned).

• Performance date

For planned activities, the performance date indicates the date by or on which the

activity is to be carried out; for completed activities it indicates the date on which they

were actually carried out.

• Person responsible for activity

This employee is responsible for ensuring that the activity is carried out on or by the

deadline specified, and may be responsible for carrying it out him/herself.

Applicant Activity types

54

SAP R/3 Role

Menu

Personal Data

Transaction

Code

SPRO

IMG Menu Implementation Guide for R/3 Customizing (IMG) ->

Personnel Management -> Recruitment -> Applicant

Selection -> Applicant Activities -> Applicant Activity

Types -> Create applicant activity types



Ac Activ. sh.text Act.type long text

System

Fnction System Function Text

001 Receipt

Mail confirmation of

receipt P Applicant correspondence

002 Transfer file Transfer applicant file

003 File returned File returned

004 Video interview Video Conference P Applicant correspondence

005 Telecon-Intrvue Phone based P Applicant correspondence

006 Face-Face-Intrw Face to face P Applicant correspondence

007 Test invitation Mail invitation to test P Applicant correspondence

008 Test date Date of applicant test

009 Appraisal Hand in appraisal

010 Mail contract Mail contract P Applicant correspondence

011 Rejection Mail rejection letter P Applicant correspondence

012 Travel expenses

Travel expense

accounting

013 Approve hiring Approve hiring

014 Hiring date Hiring date

015 Transfer data Transfer applicant

D Transfer data to employee

55

data

016 Interim reply Mail interim reply P Applicant correspondence

017 Hire applicant Hire applicant

018 Medical exam. Medical examination

019 Contr.returned

Contract returned by

applicant

020 Reject appl. Reject applicant

021 Offer contract Mail offer of contract P Applicant correspondence

022 On hold Put applicant on hold P Applicant correspondence

023 Work contract Send work contract

090 Telephonic Int. Telephonic Interview P Applicant correspondence

091 Face-face Int. Face-to-face Interview P Applicant correspondence

________________________

Default Values

Feature : PACPA

PACPA Parameter Settings for Follow-up Actions

Object

Feature

Task

This feature defines how the parameters are to be set for actions proposed as follow-up actions.

Follow-up actions are defined using feature PACPP.

Use

In transaction PB60 using "Foll.actions" function key.

Procedure

The return matrix of the feature has the following structure: XXXXX

ZZZZZ.

XXXXX: Field name for an action (APLACTI4)

56

o PLDAT Performance date (mandatory field).

o PLTIM Performance time.

o RECTK Indicator as to whether 'planned' actions are to be carried

out using recurring tasks.

o IDTXT Text number for standard text.

o PERNR Pers.no. of person responsible for action.

ZZZZZ: Value entered in field, 20 characters long.

o PLDAT ZZZZZ = nn Number of days, added to date of previous

action to obtain performance date. If this date is already

past, the system proposes the current date as a default.

o RECTK ZZZZZ = X Planned action is carried out using recurring

tasks.

o PERNR ZZZZZ = 8-digit personnel number from the master database.

The next line in the feature is accessed by means of operation NEXTR.

The last line of an action ends with a comma (not NEXTR).

Line

Variable

key F C Operations

000010 D APACT

000020 004

&PACPA=IDTXT INTERVIEW_INTIMATION_LETTER,

NEXTR A

000030 004 A &PACPA=RECTK X, NEXTR B

000040 004 B &PACPA=PLDAT 1,

000050 005

&PACPA=IDTXT INTERVIEW_INTIMATION_LETTER, NEXTR

A


000070 005 B &PACPA=PLDAT 1,

000080 006

&PACPA=IDTXT INTERVIEW_INTIMATION_LETTER, NEXTR

A

57


000100 006 B &PACPA=PLDAT 1,

000110 007 &PACPA=IDTXT INVITATION, NEXTR A


000130 007 B &PACPA=PLDAT 1,

000140 008 &PACPA=PLDAT 10,

000150 010 &PACPA=IDTXT OFFER-CONTRACT, NEXTR A


000170 010 B &PACPA=PLDAT 20,

000180 011 &PACPA=IDTXT REJECTION_LETTER, NEXTR A


000200 011 B &PACPA=PLDAT 20,

000210 016 &PACPA=IDTXT PRELIMINARY-RECEIPT, NEXTR A


000230 016 B &PACPA=PLDAT 2,

000240 020 &PACPA=PLDAT 2,

000250 *** &PACPA=PLDAT 2, NEXTR A

000260 *** A &PACPA=PERNR 2, NEXTR B

000270 *** B &PACPA=PERN1 3, NEXTR C

000280 *** C &PACPA=PERN2 4,

58

Time Management The Time Management component offers the support in performing all human

resources processes involving the planning, recording, and valuation of internal and

external employees’ work performed and absence times.

Time Management has user-oriented interfaces that support centralized and decentralized entry and administration of time and labor data. Data can be

processed centrally by administrators in the human resources department or else in individual departments by time administrators such as supervisors, secretaries, and

employees themselves.

Work Schedules

i. Define Public Holiday Classes Personal Sub Area Groupings

i. Group Personal Sub Areas for the Work Schedule ii. Group Personal Sub Areas for the Daily Work Schedule

Daily Work Schedule

• Define Break Schedule

• Define Rules for variants • Define Daily work Schedule

Period Work Schedule

• Define Period Work Schedules

Day Types • Define Day Types

• Define Selection rules

• Define Special days Work Schedule rules and Work Schedules

� Define Employee subgroup Groupings � Define Groupings for the Public Holiday Calendar � Set Work Schedule Rules and Work Schedules � Generate Work Schedules Manually � Generate Work Schedules in Batch

Planned Working Time

� Set Default Value for the Work Schedule � Set Which Hour Fields Are Entry Fields � Define Working Weeks � Set Default Value for Time Management Status

Time Data Recording and Administration

� Absences 1) Absence Catalog:

• Group Personnel Sub areas for Attendances and Absences.

• Define Absence Types

• Define Illness Types

• Determine Entry Screens and Time Constraint Classes.

59

2) Absence Counting:

• Define Counting Classes for the Period Work Schedule. 3) Rules for Absence Counting (New):

• Group Employee Subgroups for Time Quotas.

• Group Personnel Sub areas for Time Quotas.

• Define Rules for Rounding Counted Absences.

• Define Counting Rules.

• Assign Counting Rules to Attendance Types. 4) Special Absence Data:

• Maternity Protection

• Set Eligibility for Info type

• Define Absence Types

• Define Types of Birth

• Define Maternity Protection Periods

• Define Default Absence Types Managing Time Accounts Using Attendance/Absence

Quotas:

• Setting Groupings for Time Quotas

• Group Employee Subgroups for Time Quotas

• Group Personnel Sub areas for Time Quotas.

• Time Quota Types Create Number Range Intervals

Define Absence Quota Types

Define Absence Quota Types and Indicate

leave.

• Calculating Absence Entitlements Automatic Accrual of Absence Quotas

Rules for Generating Absence Quotas

Setting up Methods for Quota Accrual

• Quota Deduction Using Attendances / Absences. Define Deduction Rules for Absence and

Attendance Quotas.

Assign Deduction Rules to Counting Rules.

61

Define Public Holidays:

62

Public Holiday Calendar The public holiday calendar plays an important role in the Human Resources modules. It affects the definition of the organizational structure of the enterprise

and plays a central role in the scheduling process as well in generating monthly work schedules.

The public holiday calendar is based on an actual year and allows you to apply your working time models

to a specific time period.

It is essential to use the public holiday calendar for recording your employees’ attendances and

absences: the payroll program can only be run correctly if Sundays and public holidays and so on are

taken into account.

Create Public Holiday Calendar

The public holiday calendar is created on the basis of the regional and national holidays that are valid for

your personnel areas and subareas. Company-specific days off for the festivals can also be entered in

the calendar. All National and Festival Holidays for different Locations can be created in the system and

assigned to the holiday calendar.

Create Public Holiday Calendars

In this step create the public holiday calendars for locations and assign the public holidays to these

calendars.

63

SAP R/3 Role

Menu

Define Public Holiday Classes


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Define Public Holiday Classes


The following table reproduces the holiday calendars configured for various locations of Cairn Energy.

Calendar id: CB - Cairn Barmer & Jodhpur

Public Holiday Valid From Valid To

Christmas 1900 2098

Diwali 1900 2098

Gandi Jayanthi 1900 2098

Good Friday 1900 2098

Holi 1900 2098

Independance Day (India) 1900 2098

Maharana Pratap Jayanti 1900 2098

May Day 1900 2098

Ramazan 1900 2098

Republic Day (India) 1900 2098

Sri Krishna Jayanti 1900 2098

Calendar id: CC - Cairn Chennai


Christmas 1900 2098

Deepavali 1900 2098


Ganesha Chaturthi 1900 2098


64

May Day 1900 2098

Ramazan 1900 2098



Tamil New Year 1900 2098

Ugadi Telugu New Year 1900 2098

Calendar id: CG - Cairn Gurgaon


Christmas 1900 2098

Diwali 1900 2098

Diwali1 1900 2098



Holi 1900 2098


May Day 1900 2098

Ram Navami 1900 2098

Ramazan 1900 2098



Calendar id: CK - Cairn Kakinada

Public Holiday

Valid

From Valid To

Christmas 1900 2098

Deepavali 1900 2098

Dussehra / Ayudha Puja 1900 2098



65


Makra Sankaranti 1900 2098

May Day 1900 2098

Ramazan 1900 2098



Calendar id: CM - Cairn S’yanam

Public Holiday

Valid

From Valid To

1 Ramadan 1900 2098

Deepavali 1900 2098




Independance Day (Indi 1900 2098


May Day 1900 2098

Ramazan 1900 2098



Calendar id: CP - Cairn Patna


Chhath Puja 1900 2098

Christmas 1900 2098

Diwali 1900 2098



Holi 1900 2098

66

Independance Day (In 1900 2098

May Day 1900 2098

Ramazan 1900 2098



Calendar id: CR - Cairn Rajahmundry


Christmas 1900 2098

Deepavali 1900 2098






May Day 1900 2098

Ramazan 1900 2098



Calendar id: CS - Cairn Suvali


Christmas 1900 2098

Deepavali 1900 2098

Dhulati (Holi Second day) 1900 2098



Gujarati New Year 1900 2098


67


May Day 1900 2098

Ramazan 1900 2098


Assign Public Holiday Calendars to Locations The holiday calendar is assigned to a Personnel Subarea / Location. As Employees are assigned to

Personnel Sub areas/locations, all the holidays applicable for that location automatically applies to the

employee.

Any required changes to the public holiday calendar can be made at any time.

Assign Personnel Subarea to Public Holiday Calendar

In this step assign the public holiday calendars to the defined personnel subareas (locations).

SAP R/3 Role

Menu

Define Public Holiday Classes


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Work Schedule Rules and Work Schedules -

> Define Groupings for the Public Holiday Calendar


The following table reproduces the initial values configured for Cairn Energy.

Personnel Area Personnel Area Text

Personnel

Sub Area

Personnel Sub

Area Text

Holiday Calendar

ID

001 Cairn India 01 Gurgaon CG

001 Cairn India 02 S`yanam CM

001 Cairn India 03 Rajahmundry CR

001 Cairn India 04 Kakinada CK

001 Cairn India 05 Barmer CB

001 Cairn India 06 Jodhpur CB

001 Cairn India 07 Patna CP

68

001 Cairn India 08 Suvali CS

001 Cairn India 09 Chennai CC

Work Schedules With this component, the settings required for creating work schedules for the employees in the

enterprise can be made. Work schedules are shift schedules which must be generated for all employees,

even those with a set working time (salaried employees) or flextime. A work schedule consists of several

different elements. Elements of the work schedule include daily work schedules, period work schedules,

and work schedule rules.

Work schedules can be defined with flextime models or rotating shifts for particular organizational units. It

can also set up the legislative regulations, collective agreements and internal company policies that

stipulate employee working time in the system.

Personnel Subarea Groupings

Personnel subarea groupings are used to group the employees for work schedule rules based on the

personnel subareas / locations.

Group Personnel Subareas for the Work Schedule

In this step, group the personnel areas and personnel subareas for work schedules.

SAP R/3 Role

Menu




(IMG) -> Time Management -> Work Schedules -> Personnel Subarea Groupings -> Group

Personnel Subareas for the Work Schedule



Personnel

Area

Personnel Area

Text

Personnel Sub

Area

Personnel Sub

Area Text

Personnel Subarea

Grouping

001 Cairn India 01 Gurgaon 40

001 Cairn India 02 S`yanam 40

001 Cairn India 03 Rajahmundry 40

001 Cairn India 04 Kakinada 40

001 Cairn India 05 Barmer 40

69

001 Cairn India 06 Jodhpur 40

001 Cairn India 07 Patna 40

001 Cairn India 08 Suvali 40

001 Cairn India 09 Chennai 40

Group Personnel Subareas for Daily Work Schedule

In this step, assign a personnel area grouping for daily work schedules to a personnel area grouping for

work schedules.

SAP R/3 Role

Menu



IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules

-> Personnel Subarea Groupings -> Group Personnel Subareas for the Daily Work

Schedule



PS Grouping DWS Grouping

01 01

02 02

03 03

04 04

05 05

06 06

07 07

08 08

70

Daily Work Schedules

The daily work schedule determines the structure of working times in the enterprise at the daily level. Also

actual normal working conditions can be defined and those that differ from externally or internally

determined daily working times. In this way, sets of working times can be defined for specific set of

employees.

The planned working time specified in a daily work schedule is the basis for payment calculation of actual

working times that are relevant for payroll, as well as the valuation of attendances and absences.

The daily work schedule, along with Break Schedules, comprise of the working times for a particular day.

The break rules in the work schedule for any particular working day can be defied and can be assigned to

a personnel sub area grouping for work schedules. This grouping enables to assign a break schedule to

as many of the grouping’s daily work schedules as we want, thereby achieving maximum flexibility in

combining all elements of the daily work schedule.

Define Break Schedules

In this step, define work break schedules for the enterprise. We can specify exactly when breaks may be

taken within the daily work schedule, and whether they are paid or unpaid.

SAP R/3 Role Menu Daily Work Schedules


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Daily

Work Schedules -> Define Break Schedules



Grouping Break No Start End P Unpaid Paid After RefTim Type 1 Type 2

40 6DAY 01 12:00 13:00 1.00

40 NORM 01 12:00 13:00 1.00

Define Daily Work Schedules

In this step, daily work schedules for the enterprise are defined. By entering the planned working time, the

system calculates the planned planed hours for one day, taking the break schedule into consideration.

The daily work schedules for availability are also defined in this step.

71

SAP R/3 Role

Menu

Daily Work Schedules


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -

> Daily Work Schedules -> Define Daily Work Schedules



72

Grouping

Daily Work

Schedule Variant Daily WS Text Start Date End Date

40 12HR 12 Hrs Working 01.01.1990 31.12.9999

40 6DAY 6 day 01.01.1990 31.12.9999

40 ASFT A shift (Morng) 01.01.1990 31.12.9999

40 BSFT B shift (eving) 01.01.1990 31.12.9999

40 CSFT C shift (night) 01.01.1990 31.12.9999

40 FLEX Flextime 01.01.1900 31.12.9999

40 FREE Free 01.01.1900 31.12.9999

40 NORM Normal Working 01.01.1990 31.12.9999

Period Work Schedules

The period work schedule consists of a defined sequence of daily work schedules. It reflects a work

pattern that is repeated after a defined period of time. Period work schedules can extend over one week,

several weeks, or a period that is not divisible by seven.

Period work schedule can be created for any length of time: The period work schedule can provide the

working time model for one week, as do flextime models, or for an entire year.

Period work schedules can also be created for longer term working models, such as those that cover the

entire year. The week number distinguishes between the individual elements of a period.

Define Period Work Schedules

In this step, the period work schedules are created by specifying the sequence of daily work schedules for

a work schedule for one or more weeks.

SAP R/3 Role

Menu

Period Work Schedules



-> Period Work Schedules -> Define Period Work Schedules



Grp PWS Period WS Text Week 01 02 03 04 05 06 07

40 10D4 10 Day On 4 Day

001 NORM NORM NORM NORM NORM NORM NORM

73

Off

40 10D4

10 Day On 4 Day

Off 002 NORM NORM NORM FREE FREE FREE FREE

40 14DY

14 Days

Rotational 001 12HR 12HR 12HR 12HR 12HR 12HR 12HR

40 14DY

14 Days


40 14DY

14 Days

Rotational 003 FREE FREE FREE FREE FREE FREE FREE

40 14DY

14 Days


40 15DY

15 Days

Rotational 001 NORM NORM NORM NORM NORM NORM NORM

40 15DY

15 Days

Rotational 002 NORM NORM NORM NORM NORM NORM NORM

40 15DY

15 Days

Rotational 003 NORM FREE FREE FREE FREE FREE FREE

40 21DY

21 Days


40 21DY

21 Days


40 21DY

21 Days


40 21DY

21 Days


40 21DY

21 Days


40 21DY

21 Days


40 28DY

28 Days


40 28DY

28 Days


40 28DY

28 Days


74

40 28DY

28 Days


40 28DY

28 Days


40 28DY

28 Days


40 28DY

28 Days


40 28DY

28 Days


40 6DAY Six days working 001 6DAY 6DAY 6DAY 6DAY 6DAY 6DAY FREE

40 6DRO

6/2 Days

Rotatioanl 001 ASFT ASFT BSFT BSFT CSFT CSFT FREE

40 6DRO

6/2 Days

Rotatioanl 002 FREE *

40 6WK1

6 Week On 1

Week Off 001 NORM NORM NORM NORM NORM NORM NORM

40 6WK1

6 Week On 1


40 6WK1

6 Week On 1


40 6WK1

6 Week On 1


40 6WK1

6 Week On 1


40 6WK1

6 Week On 1


40 6WK1

6 Week On 1

Week Off 007 FREE FREE FREE FREE FREE FREE FREE

40 6WK2

6 Week On 2


40 6WK2

6 Week On 2


40 6WK2

6 Week On 2


75

40 6WK2

6 Week On 2


40 6WK2

6 Week On 2


40 6WK2

6 Week On 2


40 6WK2

6 Week On 2


40 6WK2

6 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 8WK2

8 Week On 2


40 NORM 5 Days Working 001 NORM NORM NORM NORM NORM FREE FREE

Work Schedule Rules and Work Schedules

A work schedule rule is a precise description of the work schedule that specifies the working times of a

group of employees.

76

A work schedule rule is assigned a period work schedule, which in turn is made up of daily work

schedules. Rotating shifts are set up by assigning a period work schedule to several work schedule rules.

Work schedules are not stored all at once, but stored for each month. The work schedule is created

regardless of the length of the period work schedule and is not person-specific.

Define Employee Subgroup Groupings

The employee subgroup grouping for work schedules allows us to group several employee subgroups

and base their work schedules on the same rules.

SAP R/3 Role

Menu




(IMG) -> Time Management -> Work Schedules -> Work Schedule Rules and Work Schedules -> Define Employee Subgroup Groupings



Define Employee Subgroup Grouping

ESGrpg ES Grpg for WS

0 Applicants

1 Hourly wage earners

2 Salaried employees

3 Executive

4 Executive - PH

6 Holder

7 Non-holder

Group Employee Subgroups for Work Schedules

Emp

Group

Emp Group

Text

Emp Sub

Group

Emp Sub Group Text ES Grouping

1 Nationals 01 Employee 2

77

1 Nationals 02 Direct Consultants 2

1 Nationals 03 Third Party Consultant 2

2 Expatriates 01 Employee 2

2 Expatriates 02 Direct Consultants 2

2 Expatriates 03 Third Party Consultant 2

Set Work Schedule Rules and Work Schedules

In this step, you define the work schedule rules that are assigned to employees in the Planned Working

Time infotype (0007). The work schedule rule is assigned to a period work schedule and the holiday

calendars.

SAP R/3 Role Menu Work Schedule Rules and Work Schedules


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Work Schedules -> Work

Schedule Rules and Work Schedules -> Set Work Schedule Rules and Work Schedules

78



ES

Grpg

ES Grpg for WS Holiday

Calendar

Text PS

Groping

WS

Rule

Start Date End Date

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 10D4 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 15DY 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 21DY 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 28DY 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 6WK1 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 6WK2 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 8WK2 01.01.1990 31.12.9999

2

Salaried

employees CB

Cairn Barmer &

Jodhpur 40 NORM 01.01.1990 31.12.9999

2

Salaried

employees CC Cairn Chennai 40 NORM 01.01.1990 31.12.9999

2

Salaried

employees CG Cairn Gurgaon 40 10D4 01.01.1990 31.12.9999

2

Salaried

employees CG Cairn Gurgaon 40 NORM 01.01.1990 31.12.9999

2

Salaried

employees CM Cairn S’yanam 40 21DY 01.01.1990 31.12.9999

2

Salaried

employees CM Cairn S’yanam 40 NORM 01.01.1990 31.12.9999

2

Salaried

employees CP Cairn Patna 40 21DY 01.01.1990 31.12.9999

2

Salaried

employees CP Cairn Patna 40 6DAY 01.01.1990 31.12.9999

79

2

Salaried

employees CP Cairn Patna 40 NORM 01.01.1990 31.12.9999

2

Salaried

employees CR

Cairn

Rajahmundry 40 NORM 01.01.1990 31.12.9999

2

Salaried

employees CS Cairn Suvali 40 14DY 01.01.1990 31.12.9999

2

Salaried

employees CS Cairn Suvali 40 6DAY 01.01.1990 31.12.9999

2

Salaried

employees CS Cairn Suvali 40 6DRO 01.01.1990 31.12.9999

Generate Work Schedules Manually

Work schedules can be generated in this step. The existing work schedules can also be changed or

deleted.

Create all function can be used to generate for more than a month. The function can be called via the

'Edit' menu option.

If the work schedules need to be created from January through December of a particular year, December

of the previous year and January of the following year must be included.

"Create" function can be used to generate the monthly work schedule one month at a time (with

confirmation). the "Create all" function can be used to generate the work schedule for the required period

without confirmation.

SAP R/3 Role

Menu




-> Work Schedule Rules and Work Schedules -> Generate Work Schedules Manually


The Planned Working Time infotype (0007) allows us to enter a work schedule to define individual

working times for employees. It also allows store the time management status for that employee.

The time management status specifies whether an employee participates in time evaluation, and if so,

which form.

The following are possible values for the time management status:

0 No time evaluation

80

1 Time evaluation - actual times

2 Time evaluation - PDC

7 Time evaluation without payroll integration

8 External services

9 Time evaluation - planned times

Set Default Value for Time Management Status

In this step a feature is used to create a default value for the time management status in the Planned

Working Time infotype. This default value is proposed when we create an infotype record. It can be

determined on the basis of an employee's organizational assignment.

SAP R/3 Role

Menu




(IMG) -> Time Management -> Work Schedules -> Planned Working Time -> Set Default Value for Time Management Status

81

Time Data Recording and Administration The time structures in the company can be represented using working time models, the calendar, and by

maintaining the Time Management infotypes. These options allow us to enter all time data and related

information for your employees. This time data includes attendance and absence times, availability times,

and overtime, for example.

With this component, all the necessary settings can be made to allow the recording of working times for

individual employees. This includes absences such as illness, leave, substitutions, overtime, and so on.

A status for Time Management is defined which indicates whether all attendances are recorded for an

employee, or only exceptions to the work schedule.

It is also determined that how the system should react if working time data is entered which overlaps with

existing data (for example, if an illness record overlaps with a leave record).

Absence Catalog

Absences are paid or unpaid planned working times during which the employee has not worked. They

therefore represent a deviation to the employee's work schedule. Information required for defining and

recording absences can be stored in this area.

In this section, the settings required for recording and processing absences are made.

Group Personnel Subareas for Attendances and Absences

In this step, personnel areas and subareas are grouped for attendance and absence types.

For example, if the same attendance and absence types are to be assigned to personnel subareas 01

and 02, same grouping for these both personnel areas needs to be defined.

SAP R/3 Role

Menu

Absence Catalog


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data

Recording and Administration -> Absences -> Absence Catalog -> Group Personnel Subareas

for Attendances and Absences



Personnel

Area

text Personnel

Subarea

Text PS Grouping





82






Define Absence Types

In this step, absence types for different personnel subarea groupings are defined. Also the checks which

the system performs can be defined when the absence is entered.

SAP R/3 Role

Menu

Absence Catalog



(IMG) -> Time Management -> Time Data Recording and Administration -> Absences ->

Absence Catalog -> Define Absence Types



Personnel

Area

Absence

Type

Absence Text Start Date End Date

40 100 Annual Leave 01.01.1990 31.12.9999

83

40 200 Casual Leave 01.01.1900 31.12.9999

40 300 Sick leave 01.01.1900 31.12.9999

40 400 Maternity Leave-14 Weeks 01.01.1990 31.12.9999

40 500 Paternity leave 01.01.1990 31.12.9999

40 600 Compassionate leave 01.01.1990 31.12.9999

40 700 Compensatory Off 01.01.1990 31.12.9999

40 800 Half day Casual 01.01.1990 31.12.9999

40 900 Unpaid Absence 01.01.1990 31.12.9999

Determine Entry Screens and Time Constraint Classes

Use the data entry screen number for an absence to determine which screen (entry screen) is used to

enter, display and maintain a record of this particular absence type.

The time constraint class controls the system reaction if a new record in the Absences infotype (2001)

overlaps with existing time infotype records.

In the standard system, the following numbers are allocated to the screens:

1. 2000 - General absence

This screen is used for all absences which do not require special processing (such as paid leave of

absence for getting married).

2. 2001 - Quota deduction

This screen is used for entering data on leave or time in lieu of overtime.

3. 2002 - Work incapacity

84

Use this screen for all absence types where continued pay should be taken into account automatically by

the system.

4. Special screens have been developed for the following absence types:

2003 - Maternity protection, parental leave

2004 - Military and non-military service

2005 - Work incapacity (Netherlands)

SAP R/3 Role

Menu

Absence Catalog




Absence Catalog -> Determine Entry Screens and Time Constraint Classes



Personnel

Area

Absence

Type

Absence Text Start Date End Date

40 0100 Annual Leave 01.01.1990 31.12.9999

40 0200 Casual Leave 01.01.1900 31.12.9999

40 0300 Sick leave 01.01.1900 31.12.9999

40 0400 Maternity Leave-14 Weeks 01.01.1990 31.12.9999

40 0500 Paternity leave 01.01.1990 31.12.9999

40 0600 Compassionate leave 01.01.1990 31.12.9999

40 0700 Compensatory Off 01.01.1990 31.12.9999

40 0800 Half day Casual 01.01.1990 31.12.9999

40 0900 Unpaid Absence 01.01.1990 31.12.9999

Absence Counting

When an attendance/absence is recorded, the system refers to the planned working hours in the

employee's daily work schedule to calculate the attendance/absence hours. This is not always desirable.

There are times when the special regulations for counting attendances and absences need to be applied,

such as:

• on specific days (public holidays, weekdays)

85

• for specific attendance and absence types

• for specific daily and period work schedules

The daily duration of an absence can be counted according to the rules which are defined in this section.

Thus, it can valuate the duration of attendances/absences differently depending on business

requirements.

Define Counting Classes for the Period Work Schedule

In this section, the settings for attendance/absence counting are made.

SAP R/3 Role

Menu

Absence Counting



Recording and Administration -> Absences -> Absence Catalog -> Absence Counting ->

Define Counting Classes for the Period Work Schedule



PS Grpg Period

WS

Start End Counting

Class

40 10D4 01.01.1990 31.12.9999 1

40 14DY 01.01.1990 31.12.9999 1

40 15DY 01.01.1990 31.12.9999 1

40 21DY 01.01.1990 31.12.9999 1

40 28DY 01.01.1990 31.12.9999 1

40 6DAY 01.01.1990 31.12.9999 1

40 6DRO 01.01.1990 31.12.9999 1

40 6WK1 01.01.1990 31.12.9999 1

86

40 6WK2 01.01.1990 31.12.9999 1

40 8WK2 01.01.1990 31.12.9999 1

40 NORM 01.01.1990 31.12.9999 1

Group Employee Subgroups for Time Quotas

In this step, employee subgroups for time quota types are grouped. Employee subgroups for which the

same attendance and absence quota types are defined are assigned to the same grouping for time quota

types.

SAP R/3 Role

Menu

Absence Counting



(IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules

for Absence Counting (New) -> Group Employee Subgroups for Time Quotas



EE

Group Text

EE

Subgroup Text ESG Time Quota Types



1 Nationals 3 Third Party Consulta 2



2 Expatriates 3 Third Party Consulta 2

87

Group Personnel Subareas for Time Quotas

In this step, personnel subareas are grouped with regard to the permissibility of time quota types.

Personnel subareas for which the same attendance and absence quota types are defined are assigned to

the same grouping for time quota types.

SAP R/3 Role

Menu

Absence Counting



Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules

for Absence Counting (New) -> Group Personnel Subareas for Time Quotas



EE

Group Text

EE

Subgroup Text ESG Time Quota Types







88

Define Rules for Rounding Counted Absences

In this step, you set rounding rules for absence and attendance counting.

Concrete numbers for the rounding rules are used. We can specify whether we want:

• Only values within the specified interval to be rounded or the interval to be rolled

• The specified upper and lower limits to be included in the calculation

• You can specify several subrules for a rounding rule and number them sequentially. The system runs through the subrules in sequential order until it finds one that applies.

SAP R/3 Role

Menu

Absence Counting



(IMG) -> Time Management -> Time Data Recording and Administration -> Absences -> Absence Catalog -> Absence Counting -> Rules

for Absence Counting (New) -> Define Rules for Rounding Counted Absences

Define Counting Rules

In this step, you define rules for counting attendances and absences. The rules are used to determine the

payroll days and hours for an attendance or absence. The payroll days and hours that have been counted

are used to control the deduction of quotas. They can be used in Payroll to valuate the absence.

SAP R/3 Role

Menu

Absence Counting




Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Define Counting Rules

90

Assign Counting Rules to Absence Types

In this step, we determine which rule for attendance or absence counting should be used for each

attendance/absence type.

91

SAP R/3 Role

Menu

Absence Counting


IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Absences ->

Absence Catalog -> Absence Counting -> Rules for Absence Counting (New) -> Assign

Counting Rules to Absence Types



PSG

Absence

Type Text Start Date End Date

Counting

Rule

40 100 Annual Leave 01.01.1990 31.12.9999 010

40 200 Casual Leave 01.01.1900 31.12.9999 020

40 300 Sick leave 01.01.1900 31.12.9999 060

40 400

Maternity Leave-14

Weeks 01.01.1990 31.12.9999 030

40 500 Paternity leave 01.01.1990 31.12.9999 040

40 600 Compassionate leave 01.01.1990 31.12.9999 050

40 700 Compensatory Off 01.01.1990 31.12.9999 070

40 800 Half day Casual 01.01.1990 31.12.9999 080

92

900 Unpaid Absence 01.01.1990 31.12.9999 010

Managing Time Accounts Using Attendance/Absence Quotas

An Absence quota specifies an employee's entitlement to time off for a limited period. It is dependent on

an absence quota type.

The Absence Quotas infotype (2006) can be used to manage all employees' time off entitlements and

leave types. The infotype's special functions ensure that an employee can only claim the leave days

stipulated in the contract as the absence type Leave.

When an absence is recorded in the Absences infotype, the system checks whether the employee

possesses sufficient time off entitlement.

An Attendance quota specifies a limited period in which an employee has approval for certain activities. It

is dependent on an attendance quota type.

Setting Groupings for Time Quotas

Time quotas (time off entitlements and attendance approvals) can be grouped or refined according to the

following factors:

• Employee subgroups for time quotas (type of employee)

• Personnel subareas for time quotas (where is the employee assigned?)

• If time evaluation is used: Personnel subareas for time recording (time type determination)

• For generating absence quotas: quota type selection rule group (which conditions and rules apply when absence quotas are generated)

In this section, employee subgroup grouping and the personnel subareas are grouped together based on

the time quota types permitted.


In this step, employee subgroups for time quota types are grouped.

Employee subgroups for which the same attendance and absence quota types are defined are assigned

to the same grouping for time quota types

SAP R/3 Role

Menu




Recording and Administration -> Managing Time Accounts Using Attendance/Absence Quotas -> Setting Groupings for Time Quotas -

> Group Employee Subgroups for Time Quotas



93

EE

Group Text

EE

Subgroup Text

ESG Time Quota

Types








In this step, personnel subareas are grouped with regard to the permissibility of time quota types.

Personnel subareas for which the same attendance and absence quota types are defined are assigned to

the same grouping for time quota types.

SAP R/3 Role

Menu



IMG Menu Implementation Guide for R/3 Customizing (IMG) -> Time Management -> Time Data Recording and Administration -> Managing

Time Accounts Using Attendance/Absence Quotas -> Setting Groupings for Time Quotas -

> Group Personnel Subareas for Time Quotas



Personnel

Area Text

Personnel

Subarea Text

PS Groping

for time

quotas







94




Time Quota Types

In this section the attendance and absence quota types are defined for managing time accounts. Also we

specify how attendances and absences are to be deducted from the employees' quotas.

Define Absence Quota Types

In this step, the valid absence quota types (entitlement to time off and leave types) for the employee

subgroup and personnel subarea groupings for time quota types are defined.

SAP R/3 Role

Menu

Time Quota Types



(IMG) -> Time Management -> Time Data Recording and Administration -> Managing Time Accounts Using Attendance/Absence

Quotas -> Time Quota Types -> Define Absence Quota Types

95



ESGpg PSGpg

Absence

Quota

Type Quota Text Start Date End date

2 40 10 Annual leave(Cairn) 01.01.1990 31.12.9999

2 40 20 Casual Leave 01.01.1900 31.12.9999

2 40 21 Suwali 01.01.1900 31.12.9999

2 40 30

Maternity Leave-14

Weeks 01.01.1900 31.12.9999

2 40 40 Paternity leave 01.01.1900 31.12.9999

2 40 50 Compassionate leave 01.01.1900 31.12.9999

2 40 60 Compensatory Off 01.01.1900 31.12.9999

Permit Generation of quotas in Time Evaluation

96

Specify Rule groups for time quota type selection:

QUOMO

97

Set Base Entitlement:

Determine validity and Deduction periods:

98

Define generation Rules for Quota type Selection:

99

Define Deduction Rules for Absence quotas:

100

Assign Deduction rules to Counting rules:

Setting Methods for Quota accrual:

Set up Automatic accrual using report RPTQTA00:

101

Output:

102

PAYROLL-INDIA

1 SCOPE OF THE DOCUMENT

The Payroll document contains the configuration details of the module. As part of business process mapping following configuration has been carried out in this module.

1.1 Payroll Module Configuration Scope

Process Functions

Organizational Data

Payroll Area

Default payroll area

Control record

Basic pay

Payscale type and areas

Payscale structure and Enterprise structure

Default Payscale data

ESG grp PCR and Collective agreement provision

Payscale groups and levels

Wagetypes characteristics and groupings

Wagetypes group Basicpay

Enterprise structure for wagetype model

Default Wagetypes for basic pay

Maintain Valuation of Base Wage Types

Recurring payments and

deductions


Wagetypes group Recurring payments and deductions


Additional Payments




103

Process Functions

Employee remuneration Wagetypes characteristics and groupings


Reimbursements, Allowances and

Perks

Assign Wage Type Model for Pay Scale Grouping for Allowances

Maintain Default Wage Types for Basic Pay

Maintain Allowance Rules based on Slabs

Calculate Eligibility for RAPs

Maintain Extra Eligibility Criteria for RAPs

Claims Claims and eligibilities

Maintain Salary Year and Period End Treatment of RAP

Housing

Define Accomodation Types

Maintain the Processing Options for CLA

Housing allowance and perk

Leave Travel

LTA eligibility

Integration with Absences

LTA exemption and period end processing

Car and Conveyance

Define Vehicle Details

Define Conveyance Types

Define Amounts and Numbers for Car Schemes

Assign Type and Age of Car for Car Schemes

Assign Eligibility Criteria for Conveyance Allowance and car

maintenance

Maintain car Rate of Perquisite

Superannuation

Maintain Superannuation Trust ID

Maintain Superannuation Contrib. Freq and Rel. Wage Types

Define Contribution Rates for Superannuation

Maintain Eligibility Details for Superannuation

104

Process Functions

Wage types configuration, integration with termination workbench

Provident Fund

Define Trust Details for Provident Fund

Assign Company Rates for Provident Fund

Define PF Trust Validity Period

Maintain Contribution Details for Provident Fund

Define Contribution type for Statutory rates for Provident Fund

Labour Welfare Fund

Define Personnel Area and Sub area Groupings for LWF

Assign LWF Groupings for Personnel Area and Subarea

Maintain Contribution Rates for Labour Welfare Fund

Professional Tax

Define Professional Tax Grouping Details

Assign PTax Groupings for Personnel Areas and Subareas

Assign Amounts for Professional Tax Deduction

Maintain Method and Form Layout for PTax Groupings

Maintain Cumulation Rules for Professional Tax

Income tax

Define Personnel Area and Subarea Groupings for Tax

Assign Tax Groupings for Personnel Areas and Subareas

Maintain Feature to Return Employer IncomeTax Related Data

Third Party Deductions

Tax Liability on Reimbursements, Allowances and Perks

Section 89(1) Relief

Recovery of Rounded Off Amounts Recovery of Rounded Off Amounts during payroll run

Termination

Determine Periods of Notice

Determine Deadline Type

Maintain Calculation Factor for Retiral Benefits

Calculation method for Notice Pay

Termination workbench configuration

105

Process Functions

Company Loans

Specify Interest Calculation Method

Maintain Rule for Interest Rate Advantage Taxation

Maintain Loan Types

Control Allocation of Loans

Maintain Loans Grouping

Maintain Salary Components

Maintain Maximum Number of Loans Allowed

Maintain Maximum amount for loans outstanding

Maintain Loans Eligibility Checks and Limits

Maintain Loans Disbursement Schedule

Maintain the Description for the Event Codes Tranche

Maintain Penal Amount Percentage for Special Repayment

Maintain Deduction Details Under Section 24

Automate Addition of Principal Repayment Amount to Sec 88

Loan balances processing

Data Medium Exchange Bank transfers

Integration with Time Management Leave Encashment

Absences processing

Integration with accounting

Define Employee Grouping Account Determination

Define Symbolic Accounts

Define Posting Characteristics of Wage Types

Assign Balance Sheet Accounts

Assign Expense Accounts

Assign Technical Accounts

Assign Vendor Accounts

Set Up Postings for Fixed Costs

106

Process Functions

Assign Substitute Cost Centers

Payroll Schema Payroll Schema

Personnel calculation rules Personnel calculation rules

Remuneration statement Remuneration statement

Create Payroll Area:

PM--> PA--> Organizational Data--> Organizational Assignment:

• Create Payroll area

• Check Default Payroll area

• Create Control Record

107

Payroll Area:

Check Default Payroll area(ABKRS):

Control Record-PA03:

108

Payroll Basic Settings:

Define Employee sub group grouping for PCR & CAP:

Purpose:

The employee subgroup grouping for the personnel calculation rule is required in Payroll Accounting. The collective agreement provisions grouping are required for indirect valuation of wage types in the Basic Pay Infotype (0008).

IMG Menu Path

SAP R/3 Role Menu Basic Pay


IMG Menu Implementation Guide for R/3 Customizing (IMG) � Personnel Management� Personnel Administration �

Payroll Data� Basic Pay � Define EE Subgroup Grouping for PCR and Coll.Agrmt.Prov.


Employee groups and subgroups must be set up before this activity.

The meanings of the grouping for the personnel calculation rule are fixed and may not be changed.

109

For each employee subgroup, we define the personnel calculation rule grouping that indicates the system, which set of personnel calculation rules are to be processed /

applicable to each Employee Subgroup. The following table shows the details of the Employee sub group groupings configured for Cairn Energy:

Pay scale Structure:

Pay Scale Type Pay scale type is a collective agreement type in accordance with the collective agreement in an

enterprise.

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Personnel

Management � Personnel Administration � Payroll Data � Basic Pay

� Check Payscale type.


In this step we set up the enterprise's pay scale types. The Basic Pay Infotype (0008) is derived from the pay scale type. We have configured, the Payroll Scale Types of Cairn Energy as shown in the following table.

110

Pay Scale Area A pay scale area is a special area in which a collective agreement is valid.

When human resources of an organization are located in different Geographic’s, it is necessary to design

company’s pay structure considering the respective state laws and employee unions.

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) �� Personnel Management� Personnel Administration�

Payroll Data � Basic Pay �Check Payscale Area


In this section, we set up different pay scale areas in accordance with the collective agreement in an enterprise. The Pay scale Type configuration details applicable for Cairn Energy are shown in the following table.

Assign Pay Scale Structure to Enterprise Structure In this step, we assign pay scale types and areas defined in the above steps to the personnel areas and

Personnel sub areas.

IMG Menu Path

111



IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Personnel Management� Personnel Administration �

Payroll Data� Basic Pay � Check Assignment of Pay Scale Structure to Enterprise Structure


We have to set up the following before configuring this step:

• The Personnel areas must be defined.

• Pay scale areas and types must be defined.

• Determine which pay scale types and areas are assigned to which personnel areas.

The following Configuration has been done for CEIL:

Personnel

Area

Personnel

Area Text

Personnel

Sub Area

Personnel Sub

Area Text

Pay

scale

Area

Payscale

Area Text

Payscale

Type

Payscale Type

Text


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan


Payscale

Area

S’yanam

26 Payscale Type

S’yanam


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan

1 Cairn India 8 Suvali 27 Payscale

Area Suvli 27

Payscale Type

Suvli

112


Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan

1 Cairn India 10 Mumbai 25

Payscale

Area

Gurgoan

25 Payscale Type

Gurgoan

1 Cairn India 11 Pipavav 27 Payscale

Area Suvli 27

Payscale Type

Suvli

1 Cairn India 12 Gandhinagar 27 Payscale

Area Suvli 27

Payscale Type

Suvli

Determine Default for pay scale data:

Pay scale groups and Levels: A pay scale group is a criterion used for grading job evaluation. A pay scale group is divided up into several pay scale levels. Each of these groups, share a set of characteristics, to which a standard set of rules can be applied.

113

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) �

Personnel Management � Personnel Administration � Payroll Data� Basic Pay � Revise Pay Scale Groups and

Levels


Pay scale types and areas must be defined, before configuring this step.

The following Payscale groups and levels have been configured after analyzing the requirements of location wise Payroll grades and levels of Cairn Energy’s Payroll

system. Payscale Type: 25 (Payscale Type Gurgaon)

Payscale Area: 25 (Payscale Area Gurgaon)

Payscale Type: 26 (Payscale Type S' Yanam)

Payscale Area: 26 (Payscale Area S' Yanam)

114

WAGE TYPE STRUCTURE Wage types for Basic Pay Infotype (0008) Earnings and deductions of an Employee are represented in SAP as Wagetypes.

In other words, Wagetypes are the payroll and personnel administration objects used to differentiate

between monetary or time units, which are used in different ways to calculate Employees Remuneration.

The name range reserved for the customer Wagetypes has been described by SAP. The entire customer

Wagetypes should begin with a number.

Hence, all the Wagetypes configured for Cairn Energy’s Payroll System start with a number.

Create / Copy wage types We create the wage types for the Infotype Basic Pay (0008) by copying the model wage types in the standard SAP system.

Only wage types for use in Infotype Basic Pay (0008) are proposed in this step.

IMG Menu Path

115

SAP R/3 Role Menu Wage Types


IMG Menu

Implementation Guide for R/3 Customizing (IMG) -> Personnel Management� Personnel Administration�

Payroll Data� Basic pay � Wage Types � Create wage type catalog


These copied wage types will be available in Infotype 0008 for further processing.

We can also modify the copies to suit our requirements. The following are the Wage types defined as part of Basic Pay Infotype 0008, after analyzing the

requirements of Cairn Energy’s Payroll System.

Wage Type Code Wage Type long text Short Text

6CFE Consultancy Fee 6CFE

6BLC Barmer Loc Allow. 6BLC

6LOC Location allowance 6LOC

Check Wage Type Text This section allows us to change the texts of the sample wage types that we have copied in the above

step.

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) ->

Personnel Management� Personnel Administration� Payroll Data� Basic pay � Wage Types � Check wage

type catalog � Check wage type text


Wage type short texts are used when printing out in Pay slip.

The following table shows the Long text and short text assigned to the wage types.


116


6CFE Consultancy Fee 6CFE

6BLC Barmer Loc Allow. 6BLC

6LOC Location allowance 6LOC

Check Entry Permissibility per Infotype We can define the date on which wage types may be entered. For example the "special bonus" wage type

may only be entered up to 12/31/2010.

IMG Menu Path



IMG Menu


Personnel Management� Personnel Administration� Payroll Data� Basic pay � Wage Types � Check wage

type catalog �Check enter permissibility per Infotype


To perform this step we have to have set up the wage type catalog and have configured which wage

types can be entered in which Infotype.

The details of the Wage type’s validity have been shown in the following table

Wage Type Code Wage Type long text Start date End date

6CFE Consultancy Fee 01.01.1900 31.12.9999

6BLC Barmer Loc Allow. 01.01.1900 31.12.9999

6LOC Location allowance 01.01.1900 31.12.9999

Employee Sub Group Grouping For Primary Wage Types

This section allows combining employee subgroups for primary wage types, i.e. We group the employee

subgroups already named to groups.

The Employee sub group grouping determines the applicability of wage types to Employee group and

subgroup assigned to an employee in Organizational Assignment Infotype (0001).

IMG Menu Path


117


IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Personnel

Management � Personnel Administration � Payroll Data � Wage

Types � Employee Subgroups for Primary Wage Type


The following table represents the Grouping of Employee sub groups for Primary wage types.

Wage Type Permissibility IMG Menu Path

SAP R/3 Role Menu Check Wage Type Catalog


IMG Menu


Personnel Management� Personnel Administration� Payroll Data� Basic Pay� Wage Types � Check wage

type catelog � Define Wage Type Permissibility for each PS and ESG


Before defining the wage type permissibility, we have to ensure the following

• Employee groups and subgroups must be defined.

• Personnel areas and sub areas must be defined.

• Employee groups, subgroups and personnel areas must be defined for primary wage types.

• The wage type catalog must be defined.

Assign the appropriate indicators to the wage types, in the details section of each Wage type.

The indicator must be "1", if we define this wage type as permissible. A blank signifies that the wage type may not be entered.

EE Group

Name of

employee

group

Employee

subgroup Name of employee subgroup

Employees

subgroup

grouping


118

Wage Type Code Wage Type long text Start date End date

6CFE Consultancy Fee 01.01.1900 31.12.9999

6BLC Barmer Loc Allow. 01.01.1900 31.12.9999

6LOC Location allowance 01.01.1900 31.12.9999

Check Wage Type Characteristics The Wagetype characteristics describe how the wagetype should behave while entering in Infotypes.

IMG Menu Path



IMG Menu Implementation Guide for R/3 Customizing (IMG) � Personnel Management� Personnel Administration�

Payroll Data� Basic Pay� Wage Types � Check wage type Catalog�Check wage type characteristics


Wagetype Characteristics determine the following based on the entries made:

• Whether the wagetype is a payment wagetype or deduction wagetype

• The Unit of the wage type

• Indirect valuation

120

Valuation of Wagetypes After we configure the wagetype characteristics, for each wagetype, defined the indirect valuation in the step "Check wage type characteristics". Depending on which module we use for indirect valuation (Module name), we

need to define additional procedures to ensure that indirect valuation functions correctly. IMG Menu Path



IMG Menu Implementation Guide for R/3 Customizing (IMG) � Personnel Management� Personnel Administration�

Payroll Data� Basic Pay� Wage Types � Define valuation of base wage types


The following table shows the details of valuation base

Module Valuated

Wage Type

Wage Type

long text No Start Date End Date

Base

Wage

Type

Wage Type

long text Percent

PRZNT 1CLA HRA

Differential 1 01.01.1900 31.12.9999 1BAS Basic Salary 40

PRZNT 1DSA

Deputation /

secondment

Alw

1 01.01.1900 31.12.9999 1BAS Basic Salary 20

PRZNT 1DSA

Deputation /

secondment

Alw

2 01.01.1900 31.12.9999 1HRA House Rent

Allowance 20

PRZNT 1DSA

Deputation /

secondment

Alw

3 01.01.1900 31.12.9999 1CON Conveyance

Allowance 20

PRZNT 1DSA

Deputation /

secondment

Alw

4 01.01.1900 31.12.9999 1OAL Car

(Allowance-PY) 20

PRZNT 1DSA

Deputation /

secondment

Alw

5 01.01.1900 31.12.9999 1ACT Activity

Allowance 20

PRZNT 1DSA

Deputation /

secondment

Alw

6 01.01.1900 31.12.9999 1HDA Hard Duty Allw 20

PRZNT 1DSA

Deputation /

secondment

Alw

7 01.01.1900 31.12.9999 1CLA HRA

Differential 20

PRZNT 1DSA Deputation /

secondment

8 01.01.1900 31.12.9999 1SPA Special

20

121

Module Valuated

Wage Type

Wage Type

long text No Start Date End Date

Base

Wage

Type

Wage Type

long text Percent

Alw Allowance

PRZNT 1HRA House Rent

Allowance 1 01.01.1900 31.12.9999 1BAS Basic Salary 40

PRZNT 1SAS Special Allw-

Superanuatin 1 01.01.1900 31.12.9999 1BAS Basic Salary 15

PRZNT 1TAA

Temporary

Assignment

Allw

1 01.01.1900 31.12.9999 1BAS Basic Salary 20

PRZNT 1TAA

Temporary

Assignment

Allw

2 01.01.1900 31.12.9999 1HRA House Rent

Allowance 20

PRZNT 1TAA

Temporary

Assignment

Allw

3 01.01.1900 31.12.9999 1CON Conveyance

Allowance 20

PRZNT 1TAA

Temporary

Assignment

Allw

4 01.01.1900 31.12.9999 1OAL Car

(Allowance-PY) 20

PRZNT 1TAA

Temporary

Assignment

Allw

5 01.01.1900 31.12.9999 1ACT Activity

Allowance 20

PRZNT 1TAA

Temporary

Assignment

Allw

6 01.01.1900 31.12.9999 1HDA Hard Duty Allw 20

PRZNT 1TAA

Temporary

Assignment

Allw

7 01.01.1900 31.12.9999 1CLA HRA

Differential 20

PRZNT 1TAA

Temporary

Assignment

Allw

8 01.01.1900 31.12.9999 1SPA Special

Allowance 20

Wagetypes for Infotype 0014 Create/Copy Wagetypes In the Recurring Payments/Deductions infotype (0014), we can enter an amount and/or a value and a unit

of measurement for a wage type that is always paid or deducted during payroll accounting.

Recurring payments/deductions are wage elements that are not paid / deducted in every payroll period. In

contrast to additional payments, recurring payments/deductions are paid or deducted with a defined

periodicity.

IMG Menu Path

122



IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Personnel Management� Personnel Administration�

Payroll Data� Recurring payments and deductions� Wage Types� Create wage type catalog


All deduction wage types and Recurring payments (Excluding Statutory) designed for Cairn Energy is listed in the table. Original Wage

Type Wage Type long text

Starting Date End Date

6CRD Credit Card Recovery 01.01.1900

31.12.9999

6DED Other Deductions - Cons 01.01.1900

31.12.9999

6LUN Lunch Recovery 01.01.1900

31.12.9999

6ORV Other Recovery 01.01.1900

31.12.9999

6PMR Perl Mobile Recovery 01.01.1900

31.12.9999

6REA Relocation Allowance 01.01.1900

31.12.9999

6TAR Trvl Adv Recovery - Cons 01.01.1900

31.12.9999

6TDS Tax deduction 01.01.1900

31.12.9999

Permissibility of Wage Types for Infotype 0014 We can define the date on which wage types may be entered in Infotype 0014. For example the "Special

bonus" wage type may only be entered up to 12/31/1995.

\IMG Menu Path

123

SAP R/3 Role Menu Check Wage type catalog


IMG Menu


Personnel Management� Personnel Administration� Payroll Data� Recurring payments and deductions� Wage

Types� Check Wage type catalog�Check entry permissibility per Infotype


To perform this step we have to have set up the wage type catalog and have decided which wage types

can be entered in which infotype.

The details of the Wagetypes validity have been shown in the following table

Wage

Type Wage Type long text Start Date End Date Once

Several

Times

6CRD Credit Card Recovery 01.01.1900 31.12.9999 x

6DED Other Deductions - Cons 01.01.1900 31.12.9999 x

6LUN Lunch Recovery 01.01.1900 31.12.9999 X

6ORV Other Recovery 01.01.1900 31.12.9999 X

6PMR Perl Mobile Recovery 01.01.1900 31.12.9999 X

6REA Relocation Allowance 01.01.1900 31.12.9999 X

6TAR Trvl Adv Recovery - Cons 01.01.1900 31.12.9999 x

6TDS Tax deduction 01.01.1900 31.12.9999 X

IT 0014 Screen:

124

Wage types for Infotype 0015 Create / Copy Wage Types By specifying a wage type in the Additional Payments (0015) infotype, we can store an amount and/or a

value and a unit of measurement that should be paid or deducted in a certain period by Payroll.

Additional payments are wage elements which are not paid or deducted in every payroll period in contrast

to recurring payments and deductions which are paid or deducted within a defined periodicity.

IMG Menu Path



IMG Menu


Personnel Management� Personnel Administration� Payroll Data� Additional Payments� Wage Types� Create

Wage type catalog


All the additional payment Wagetypes designed for Cairn Energy Payroll Process are listed in following

table.

125

Original Wage Type Wage Type long text Starting

Date End Date

6AOI Other Allowances 01.01.1998 31.12.9999

6CLU Club Membership 01.01.1998 31.12.9999

6COM Compensatory Allow 01.01.1998 31.12.9999

6DIS Disturbance Allowance 01.01.1998 31.12.9999

6IMB Impact Bonus 01.01.1998 31.12.9999

6JOB Joining Bonus 01.01.1998 31.12.9999

6NTP Other-Non Taxable 01.01.1998 31.12.9999

6OER Other Earnings 01.01.1998 31.12.9999

6OMH Mobile Handset Allow 01.01.1998 31.12.9999

6PEI Performance Incentive 01.01.1998 31.12.9999

6REA Relocation Allowance 01.01.1998 31.12.9999

6REB Referral Bonus 01.01.1998 31.12.9999

6TPR Telephone reimbursement 01.01.1998 31.12.9999

Permissibility of Wage Types for Infotype 0015 IMG Menu Path

SAP R/3 Role Menu Check Wage Type Catalog


IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Personnel Management� Personnel Administration�

Payroll Data� Additional Payments� Wage Types� Check Wage type catalog� Check entry permissibility for

Additional payments


To perform this step we have to set up the wage type catalog and have decided which wage types can be

entered in which infotype.

The details of the Wagetypes validity and permissibility of Wagetypes have been shown in the following

table:

126

Wage

Type Wage Type long text Start Date End Date Once

Several

Times

6AOI Other Allowances 01.01.1900 31.12.9999 x

6CLU Club Membership 01.01.1998 31.12.9999 x

6COM Compensatory Allow 01.01.1998 31.12.9999 x

6DIS Disturbance Allowance 01.01.1900 31.12.9999 x

6IMB Impact Bonus 01.01.1998 31.12.9999 x

6JOB Joining Bonus 01.01.1900 31.12.9999 x

6NTP Other-Non Taxable 01.01.1998 31.12.9999 x

6OER Other Earnings 01.01.1900 31.12.9999 x

6OMH Mobile Handset Allow 01.01.1998 31.12.9999 x

6PEI Performance Incentive 01.01.1900 31.12.9999 x

6REA Relocation Allowance 01.01.1900 31.12.9999 x

6REB Referral Bonus 01.01.1998 31.12.9999 x

6TPR Telephone reimbursement 01.01.1998 31.12.9999 x

IT 0015-Screen:

127

Payscale groupings for allowances:

In this activity, we define pay scale groupings for allowances to differentiate between employee groups. These groupings determine which benefits apply to a particular group of employees.

To enable this:

1. Identify the different benefits each person is entitled too

2. Create groupings for each category, and assign the privileges

IMG Menu Path

SAP R/3 Role Menu Pay Scale Groupings


IMG Menu

Implementation Guide for R/3 Customizing (IMG) ��

Payroll: India� Pay scale groupings�Define pay scale groupings for allowances


Pay scale grouping for allowances has been configured as shown in the following table, after

analysing the different set of requirements Region Wise / Location Wise & Grade Wise.

Assign Pay Scale Groupings for Allowances The defined Payscale groupings are to be assigned to the following parameters. These parameters configuration is mandatory before configuring the Allowance groupings.

• Pay Scale Area

• Pay Scale Type

• Pay Scale Group

• Pay Scale Level and

128

• Employee Sub Grouping for Collective Agreement Provision (ESG for CAP)

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Payroll� Payroll: India�Pay scale groupings�Assign pay

scale groupings for allowances


Payscale

Area

Payscale

Type ESG/CAP

Payscale

Group

Payscale

Level

Allowance

Grouping

25 25 3 CS 01 CS01

25 25 3 CS 01 CS01

25 25 3 CS 01 CS01

Maintain Default Wage Types for Basic Pay In this step, we can set up default wage types based on the internal company structure for the Basic Pay

Infotype (0008) using the feature Planned remuneration specification (LGMST) defined in the next step.

When we create a record in Basic pay Infotype, certain wage types will be defaulted based on the

Payscale group and Level assigned to the particular employee.

IMG Menu Path

129



IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Payroll� Payroll: India �Reimbursement Allowances and

Perks� Maintain Default Wagetypes for BasicPay


Wage Type

Model Seq. No Start Date End Date Mode Wage Type

Wage Type

Long Text

CS01 1 01.01.1900 31.12.9999 O 6CFE Consultancy Fee

CS01 2 01.01.1900 31.12.9999 O 6LOC Location

allowance

Assign Wage type Model for Pay Scale Grouping For Allowances The “Wage Type Models” is assigned to each “Pay scale grouping for allowances” that was created. The Wage Type Model will indicate which benefits would apply to

or what amounts will be deducted from a particular Pay Scale Grouping for Allowance. Wage type Models are a set of 'Wage Types' used by SAP. These Wage types can be

an amount or a deduction. IMG Menu Path

130

SAP R/3 Role Menu Reimbursements, Allowances and Perks


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll: India � Reimbursements,

Allowances and Perks � Assign Wage Type Model for Pay Scale Grouping for Allowances


The Wage type Models must be prefixed with '20/' to indicate that, a maximum of

20 wage types can be stored in a particular Wage types model.

Allowance Grouping Wage Type Model

CS01 20/CS01

Eligibility for RAPs In this step, we set up the eligibility details to calculate the employee's Reimbursement, Allowance or

Perk (RAP).

We associate the eligibility criteria for a salary bracket to a Wage type and specify the type of allowance.

These Wage types are read by the Basic Pay Infotype (0008) and processed as per the criteria applicable

for the employee's 'Pay Scale Grouping for Allowances'.

IMG Menu Path

SAP R/3 Role Menu Reimbursements, Allowances and Perks


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll:

India�Reimbursements, Allowances and Perks� Calculate Eligibility for

RAPs

131


The following Allowance groupings contain the Wage types and the eligibility which are configured in the

Table V_T7INA9.

The configuration details can be accessed in the details section of each Allowance grouping.

Allowance Grouping Start Date End Date

CS01 01.01.1900 31.12.9999

Maintain Salary Year and Period End Treatment of RAP In this activity, we assign the salary year or calendar type and period end

treatment for a particular reimbursement. The Tax Code field defined in T7INT9 and eligibility amounts for pay scale grouping for allowances in T7INA9 determines the Tax exemption process, while processing

the LTA claim submitted by the employee. Based on the Period end treatment configured here, the claim can be a carry

forward of balance or disbursement of balance which is paid and accordingly taxed. IMG Menu Path

SAP R/3 Role Menu Leave Travel Assistance


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll: India �Reimbursements, Allowances and perks

�Claims � Maintain Salary Year and Period end treatment


The following table shows the allowance grouping wise LTA details like Tax code, carry forward and the

calendar type assigned to LTA claim.

132

Allowance Grouping Tax code Cal Type C/F Period Pay& Tax

Wagetype

000N SLTA C 1

000R SLTA C 1

001N SLTA C 1

001R SLTA C 1

1A1N SLTA C 1

1A1R SLTA C 1

COMPANY LOANS We make the settings in this section that are required to enter data on employer

loans and to enable you to process loans.

Activate Calculation In this step, we specify whether the data that has been stored in the Loans Infotype (0045) is to be

processed in Monthly Payroll. In the standard system, loan processing is active, which means that loans

are processed in Payroll.

IMG Menu Path

SAP R/3 Role Menu Company Loans


IMG Menu Implementation Guide for R/3 Customizing (IMG) Payroll

� Payroll: India� Company Loans� Activate calculation

Adjust Value Date We have to adapt the value date for payroll to the payment date for the payroll areas.

In an enterprise, payroll is performed for salaried employees at the start of the month using payroll area.

In this case, the repayment installment should reduce the interest-yielding capital on the first of every

month. Payments and special payments made via payroll should also be made at the start of the month.

IMG Menu Path

133



IMG Menu Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India�Company Loans�Adjust Value Date


The following table shows the details of Payroll and Loan adjustment value period;

Payroll

Area

Payroll Area Text

Start Date End Date Value date

25 Payroll Area Cairn - Nationals 01.01.1900 31.12.9999 Start of the

Period

Master Data The settings for master data editing in the Loans infotype (0045) are maintained in this section:

Maintain Loan Types Employees in the enterprise have the option of taking out different kinds of Loans.

Loans can an be loans with constant repayment (installment loans) and loans with a constant total made

up of repayment and interest payment (annuity loans).

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India� Company Loans� Masterdata �Maintain

Loan Types


The following are the Loan Types configured for Cairn Energy’s Payroll system after analyzing company

loans requirements:

Loan Sub Type Name of the Loan

9000 Short term Loan > Rs.20,000

9001 Short term Loan < Rs.20,000

9002 Gurgaon Loan

134

The details section of each Loan Type allows us to configuration the following:

� The Debit Interest Rate

� The Reference Interest Rate (The difference between the company interest rate and the market interest rate)

� Interest Advantage calculation

� Interest Calculation method

� Interest cycle

HOUSING

Define Accommodation Types

The code for Housing type is defined here and then associated with a taxability code. The taxability code can be one which has been pre-defined.

The wage type corresponding to the Housing type is maintained in table V_T7INA9 against each Allowance grouping.

The tax code assigned to Housing wagetype establishes the calculation process of Housing exemption or Housing perquisite during monthly Payroll Run. IMG Menu Path

SAP R/3 Role Menu Housing


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll: India

� Housing � Define Accommodation Types


The configured Housing Types are available in Infotype HRA/CLA/COA (0581).

Following pre-configured codes for Housing Type have been configured.

HRA Type Tax Code Rent City Category Text

1 SHRA Mandatory Non-mandatory Rented Accom.

4 SHRA Hidden Hidden Own Accom.

5 SCLA Mandatory Hidden Company Leased

6 SCOA Non-mandatory Mandatory Company Owned

Based on the chosen code for housing type in Infotype 0581, wage type default or substitution will happen in Infotype 0008.

135

CAR AND CONVEYANCE

Define Conveyance Types We define the conveyance types required for an organization after analyzing the requirements on Conveyance / Car eligibility, Allowance groupings and Tax

computations. Based on the chosen code for Conveyance type in Info type Car and Conveyance

(0583), the wagetype placement or substitution will take place in Infotype Basicpay (0008).

The tax codes for conveyance type will be associated with the exemptions and perquisite calculations during monthly Payroll Run. IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll

� Payroll: India � Car & Conveyance � Define Conveyance types


Following pre-configured codes for Conveyance type have been provided to Cairn

Energy Payroll System. They are:

Car & Conveyance Type Text

6 Conveyance Allowance

7 Car Running Expenses(FI)

8 Other Allowance (PY)

Define Amounts & Numbers for Car Schemes In this activity, we maintain details about the employee’s entitlement to a company-owned car. For each allowance group, we define the total value of the car and the number of cars, employees in the group is entitled to. IMG Menu Path

136

SAP R/3 Role Menu Car and Conveyance


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll: India

� Car & Conveyance � Define Amounts & Numbers for Car Schemes


The following table shows the allowance grouping wise car scheme eligibility details:

Allowance

Grouping

Car

Scheme

No. of

Cars Amount Limit Currency From To

2A1N 7 2 150,000.00 INR 01.01.1999 31.12.9999

2A1N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2A1R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2A1R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2A2N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2A2N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2A2R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2A2R 8 2 150,000.00 INR 01.01.1999 31.12.9999

2A3N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2A3N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2A3R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2A3R 8 2 150,000.00 INR 01.01.1999 31.12.9999

2B1N 7 2 150,000.00 INR 01.01.1999 31.12.9999

2B1N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2B1R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B1R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B2N 7 2 150,000.00 INR 01.01.1999 31.12.9999

2B2N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2B2R 7 2 160,000.00 INR 01.01.1999 31.12.9999

137

Allowance

Grouping

Car

Scheme

No. of


2B2R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B3N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B3N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B3R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B3R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B4N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B4N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B4R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B4R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B5N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B5N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B5R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B5R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B6N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B6N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2B6R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2B6R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2C1N 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C1N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C1R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C1R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2C2N 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C2N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C2R 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C2R 8 2 160,000.00 INR 01.01.1999 31.12.9999

138

Allowance

Grouping

Car

Scheme

No. of


2C3N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C3N 8 2 160,000.00 INR 01.01.1999 31.12.9999

2C3R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C3R 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C4N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C4N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C4R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C4R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2C5N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C5N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C5R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C5R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2C6N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C6N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C6R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C6R 8 2 160,000.00 INR 01.01.1999 31.12.9999

2C7N 7 2 160,000.00 INR 01.01.1999 31.12.9999

2C7N 8 2 150,000.00 INR 01.01.1999 31.12.9999

2C7R 7 2 150,000.00 INR 01.01.1999 31.12.9999

2C7R 8 2 160,000.00 INR 01.01.1999 31.12.9999

3A1N 7 2 160,000.00 INR 01.01.1999 31.12.9999

3A1N 8 2 160,000.00 INR 01.01.1999 31.12.9999

3A1R 7 2 150,000.00 INR 01.01.1999 31.12.9999

3A1R 8 2 150,000.00 INR 01.01.1999 31.12.9999

3B1N 7 2 160,000.00 INR 01.01.1999 31.12.9999

139

Allowance

Grouping

Car

Scheme

No. of


3B1N 8 2 160,000.00 INR 01.01.1999 31.12.9999

3B1R 7 2 150,000.00 INR 01.01.1999 31.12.9999

3B1R 8 2 150,000.00 INR 01.01.1999 31.12.9999

3C1N 7 2 160,000.00 INR 01.01.1999 31.12.9999

3C1N 8 2 160,000.00 INR 01.01.1999 31.12.9999

3C1R 7 2 150,000.00 INR 01.01.1999 31.12.9999

3C1R 8 2 150,000.00 INR 01.01.1999 31.12.9999

Eligibility Criteria for Conveyance Allowance We assign Wage type and conveyance type that will be used to calculate the

eligibility amounts for Conveyance Allowance. These inputs are used to calculate the eligible amounts payable to employees who

belong to the respective allowance grouping. IMG Menu Path

SAP R/3 Role Menu Car and Conveyance


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll:

India� Car & Conveyance � Assign Eligibility Criteria for Conveyance

Allowance


The eligibility amounts for Conveyance Allowance have been configured for each

Allowance Grouping as shown in the following table.

Allowance

Grouping Car & Conveyance Type Wage Type From To

000N 6 1CON 01.01.1900 31.12.9999

000R 6 1CON 01.01.1900 31.12.9999

001N 6 1CON 01.01.1900 31.12.9999

001R 6 1CON 01.01.1900 31.12.9999

1A1N 6 1CON 01.01.1900 31.12.9999

140

Allowance


1A1R 6 1CON 01.01.1900 31.12.9999

1A2N 6 1CON 01.01.1900 31.12.9999

1A2R 6 1CON 01.01.1900 31.12.9999

1A3N 6 1CON 01.01.1900 31.12.9999

1A3R 6 1CON 01.01.1900 31.12.9999

1A4N 6 1CON 01.01.1900 31.12.9999

1A4R 6 1CON 01.01.1900 31.12.9999

1A5N 6 1CON 01.01.1900 31.12.9999

1A5R 6 1CON 01.01.1900 31.12.9999

1A6N 6 1CON 01.01.1900 31.12.9999

1A6R 6 1CON 01.01.1900 31.12.9999

1A7N 6 1CON 01.01.1900 31.12.9999

1A7R 6 1CON 01.01.1900 31.12.9999

1A8N 6 1CON 01.01.1900 31.12.9999

1A8R 6 1CON 01.01.1900 31.12.9999

1B1N 6 1CON 01.01.1900 31.12.9999

1B1R 6 1CON 01.01.1900 31.12.9999

1B2N 6 1CON 01.01.1900 31.12.9999

1B2R 6 1CON 01.01.1900 31.12.9999

1B3N 6 1CON 01.01.1900 31.12.9999

1B3R 6 1CON 01.01.1900 31.12.9999

1B4N 6 1CON 01.01.1900 31.12.9999

1B4R 6 1CON 01.01.1900 31.12.9999

1B5N 6 1CON 01.01.1900 31.12.9999

1B5R 6 1CON 01.01.1900 31.12.9999

141

Allowance


1B6N 6 1CON 01.01.1900 31.12.9999

1B6R 6 1CON 01.01.1900 31.12.9999

1B7N 6 1CON 01.01.1900 31.12.9999

1B7R 6 1CON 01.01.1900 31.12.9999

1B8N 6 1CON 01.01.1900 31.12.9999

1B8R 6 1CON 01.01.1900 31.12.9999

1B9N 6 1CON 01.01.1900 31.12.9999

1B9R 6 1CON 01.01.1900 31.12.9999

1C1N 6 1CON 01.01.1900 31.12.9999

1C1R 6 1CON 01.01.1900 31.12.9999

1C2N 6 1CON 01.01.1900 31.12.9999

1C2R 6 1CON 01.01.1900 31.12.9999

1C3N 6 1CON 01.01.1900 31.12.9999

1C3R 6 1CON 01.01.1900 31.12.9999

1C4N 6 1CON 01.01.1900 31.12.9999

1C4R 6 1CON 01.01.1900 31.12.9999

2A1N 7 2OAL 01.01.1900 31.12.9999

2A1N 8 1OAL 01.01.1900 31.12.9999

2A1R 7 2OAL 01.01.1900 31.12.9999

2A1R 8 1OAL 01.01.1900 31.12.9999

2A2N 7 2OAL 01.01.1900 31.12.9999

2A2N 8 1OAL 01.01.1900 31.12.9999

2A2R 7 2OAL 01.01.1900 31.12.9999

2A2R 8 1OAL 01.01.1900 31.12.9999

2A3N 7 2OAL 01.01.1900 31.12.9999

142

Allowance


2A3N 8 1OAL 01.01.1900 31.12.9999

2A3R 7 2OAL 01.01.1900 31.12.9999

2A3R 8 1OAL 01.01.1900 31.12.9999

2B1N 7 2OAL 01.01.1900 31.12.9999

2B1N 8 1OAL 01.01.1900 31.12.9999

2B1R 7 2OAL 01.01.1900 31.12.9999

2B1R 8 1OAL 01.01.1900 31.12.9999

2B2N 7 2OAL 01.01.1900 31.12.9999

2B2N 8 1OAL 01.01.1900 31.12.9999

2B2R 7 2OAL 01.01.1900 31.12.9999

2B2R 8 1OAL 01.01.1900 31.12.9999

2B3N 7 2OAL 01.01.1900 31.12.9999

2B3N 8 1OAL 01.01.1900 31.12.9999

2B3R 7 2OAL 01.01.1900 31.12.9999

2B3R 8 1OAL 01.01.1900 31.12.9999

2B4N 7 2OAL 01.01.1900 31.12.9999

2B4N 8 1OAL 01.01.1900 31.12.9999

2B4R 7 2OAL 01.01.1900 31.12.9999

2B4R 8 1OAL 01.01.1900 31.12.9999

2B5N 7 2OAL 01.01.1900 31.12.9999

2B5N 8 1OAL 01.01.1900 31.12.9999

2B5R 7 2OAL 01.01.1900 31.12.9999

2B5R 8 1OAL 01.01.1900 31.12.9999

2B6N 7 2OAL 01.01.1900 31.12.9999

2B6N 8 1OAL 01.01.1900 31.12.9999

143

Allowance


2B6R 7 2OAL 01.01.1900 31.12.9999

2B6R 8 1OAL 01.01.1900 31.12.9999

2C1N 7 2OAL 01.01.1900 31.12.9999

2C1N 8 1OAL 01.01.1900 31.12.9999

2C1R 7 2OAL 01.01.1900 31.12.9999

2C1R 8 1OAL 01.01.1900 31.12.9999

2C2N 7 2OAL 01.01.1900 31.12.9999

2C2N 8 1OAL 01.01.1900 31.12.9999

2C2R 7 2OAL 01.01.1900 31.12.9999

2C2R 8 1OAL 01.01.1900 31.12.9999

2C3N 7 2OAL 01.01.1900 31.12.9999

2C3N 8 1OAL 01.01.1900 31.12.9999

2C3R 7 2OAL 01.01.1900 31.12.9999

2C3R 8 1OAL 01.01.1900 31.12.9999

2C4N 7 2OAL 01.01.1900 31.12.9999

2C4N 8 1OAL 01.01.1900 31.12.9999

2C4R 7 2OAL 01.01.1900 31.12.9999

2C4R 8 1OAL 01.01.1900 31.12.9999

2C5N 7 2OAL 01.01.1900 31.12.9999

2C5N 8 1OAL 01.01.1900 31.12.9999

2C5R 7 2OAL 01.01.1900 31.12.9999

2C5R 8 1OAL 01.01.1900 31.12.9999

2C6N 7 2OAL 01.01.1900 31.12.9999

2C6N 8 1OAL 01.01.1900 31.12.9999

2C6R 7 2OAL 01.01.1900 31.12.9999

144

Allowance


2C6R 8 1OAL 01.01.1900 31.12.9999

2C7N 7 2OAL 01.01.1900 31.12.9999

2C7N 8 1OAL 01.01.1900 31.12.9999

2C7R 7 2OAL 01.01.1900 31.12.9999

2C7R 8 1OAL 01.01.1900 31.12.9999

3A1N 7 2OAL 01.01.1900 31.12.9999

3A1N 8 1OAL 01.01.1900 31.12.9999

3A1R 7 2OAL 01.01.1900 31.12.9999

3A1R 8 1OAL 01.01.1900 31.12.9999

3B1N 7 2OAL 01.01.1900 31.12.9999

3B1N 8 1OAL 01.01.1900 31.12.9999

3B1R 7 2OAL 01.01.1900 31.12.9999

3B1R 8 1OAL 01.01.1900 31.12.9999

3C1N 7 2OAL 01.01.1900 31.12.9999

3C1N 8 1OAL 01.01.1900 31.12.9999

3C1R 7 2OAL 01.01.1900 31.12.9999

3C1R 8 1OAL 01.01.1900 31.12.9999

PROFESSIONAL TAX Define Professional Tax Grouping Details The personnel area and sub area groupings for Professional Tax (PTax), which are

used to group all personnel areas, and sub areas that contribute to the same professional tax circle (or) Region. IMG Menu Path

145

SAP R/3 Role Menu Professional Tax


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India�Professional Tax�Define Professional Tax

Grouping Details

The following table provides the details of Professional Tax Regions and the circles configured for Cairn

Energy.

PT

Grp.

PT Grp

destination

Regi

on

Zone

no. Division

Regn.

Cert. No.

Office

Circle

name

Ptax

Circle

no.

End date Start date

1 Vijay Wada

Region 1

RGCRT0

412

EAST

VIJAYAW

ADA

35903 31.12.9999 01.01.1800

7 Chennai

Corporation 22 ZN65 D002

RGCRT0

709

CHENNAI

CENTRAL 79894 31.12.9999 01.01.1800

Assign PTax Groupings for PA and PSA Professional tax groupings created in the previous step are assigned to personnel areas and Subareas.

IMG Menu Path



IMG Menu Implementation Guide for R/3 Customizing (IMG) Payroll

� Payroll: India � Professional Tax � Assign PTax Groupings for Personnel Areas and Subareas


The Personnel Area and Personnel Sub Area are grouped as mentioned in the following table with

respect to Professional Tax:

Personnel

Area Personnel Area Text

Personnel

Subarea

Personnel Subarea

Text PS grp. for Ptax







146




3 Cairn Bangladesh 1 Cairn Bangladesh 0

Assign Amounts for Professional Deduction Professional Tax (PTax) rate is assigned to a slab code. Slabs are salary brackets as

specified for a State by the respective State Government or local authority. To assign rates to slab codes for a state, for example Gujarat, we must first define

the slab code and then assign serial numbers, maximum limits and the rates. IMG Menu Path



IMG Menu Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll: India� Professional Tax � Assign Amounts for Professional Tax Deduction

Description and Configuration Values The following table shows the details of Professional tax slab codes and the

deductible amounts for each slab.

Slab Code Sr. No Range End Professional

Tax amount Currency

AP01 1 1,499.99 INR

AP01 2 1,999.99 16.00 INR

AP01 3 2,999.99 25.00 INR

AP01 4 3,999.99 35.00 INR

AP01 5 4,999.99 45.00 INR

AP01 6 5,999.99 60.00 INR

AP01 7 9,999.99 80.00 INR

AP01 8 14,999.99 100.00 INR

AP01 9 19,999.99 150.00 INR

AP01 10 9,999,999.99 200.00 INR

147

TN01 1 21,000.99 INR

TN01 2 30,000.99 75.00 INR

TN01 3 45,000.99 188.00 INR

TN01 4 60,000.99 390.00 INR

TN01 5 75,000.99 585.00 INR

TN01 6 9,999,999.99 810.00 INR

INR

Method and Form Layout for PTax Groupings In this activity, we assign the calculation method used for a slab code in a region

and specify the layout of the form to be submitted, to the statutory Authorities.

The form layout and the method used for calculation, refer to a time dependent entry in the HR Subroutines table.

Professional Tax deduction amount will be arrived in the Payroll Run, based on the employee assignment to Personnel Subarea and the slab code / Region code

assigned to the Personnel Subarea. IMG Menu Path



IMG Menu Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India� Professional Tax� Maintain Method and

Form Layout for Professional Tax Groupings


The following table shows the details of Professional “Tax slab codes”

assigned to the regions Andhra Pradesh and Tamil Nadu.

Region Slab

code Method

Form

Layout

Basis

Type

Type of

Carry

Forward

Start date End date

01 AP01 40PTXCAP 40PTXFAP Due Basis

Gross

Carry

forward

01.01.1998 31.12.9999

148

22 TN01 40PTXCTN 40PTXFTN Due Basis

Gross

Carry

forward

01.01.1998 31.12.9999

INCOME TAX

Basic Settings Personnel Area and Subarea Groupings for Income Tax We have to create the personnel area and sub area groupings for tax, to group employees, who belong to

the same tax office circle.

In the next step we assign the groupings to the relevant personnel areas and sub areas.

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India�Tax� Basic Settings� Define Personnel

Area and Subarea Groupings


The following table shows the details of Personnel Subarea groupings for Income Tax.

Tax Group TDS circle Ward No Payee Key

1 ACIT TDS CIRCLE I SALARY WARD 3(1) INPAY01

2 ACIT TDS CIRCLE I SALARY WARD 3(1) INPAY01

Assign Tax Groupings for Personnel Areas and Sub areas In this step we assign the groupings defined in the above step to the relevant personnel areas and sub

areas

IMG Menu Path

SAP R/3 Role Menu Basic Settings


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India� Tax� Basic settings� Assign Tax

Groupings for Personnel Areas and Subareas


149

The professional tax groupings created in the previous step are assigned to personnel areas and sub areas.

Personnel

Area Personnel Area Text

Personnel

Subarea

Personnel Subarea

Text PS grp Tax










3 Cairn Bangladesh 1 Cairn Bangladesh 1

Maintain Feature to Return Employer Income Tax Related Data In this feature, we set up the criteria to return the following information about the employer based on the

company code:

• Employer Classification Code

• Employer Permanent Account Number (PAN)

• Employer Tax Account Number (TAN)

• Employer GIR Number

These values are required for the purpose of reporting.

This feature returns a table with the above information as records.

IMG Menu Path

SAP R/3 Role Menu Basic Settings


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India� Tax� Basic settings� Maintain Feature to

Return Employer Income Tax Related Data

150

Third party Deductions Details of Section 80 and Section 80 C Contributions or investments made under Section 80 and Section 80 C are

considered as deductions from Gross Total Income (GTI) as per the limits specified by Central Government. By assigning a wage type, we ensure that the annual value

of the wage type along with the entries made in Section 80 Deductions, Infotype (0585) and Section 80 C Deductions, Infotype (0586) becomes eligible for deduction from GTI for the specified sub-section / division combination.

More than one wage type can be associated with same sub-section / division

combination using the sequence field. IMG Menu Path

SAP R/3 Role Menu Third Party Deductions


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll�

Payroll: India� Tax� Third Party Deductions� Configure Wage types for Section 80 and Section 80 C


The following are the table entries. These are SAP Standard entries.

Sub

section Division Sequence Division Description

Wage

Type

1 1 Contribution to Certain Pension Funds

2 1 Medical Insr Premium (Non-Senior Ctz)

2 1 1 Medical Insr Premium (Non-Senior Ctz)

2 2 Medical Insr Premium (Senior Citizen)

3 1 Deduction for dependent with disability

4 1

5 1 Medical Treatment

5 2 Medical Trtmnt for Senr Citizen

6 1 Repayment of Interest on Loan for Higher

Education

7 1 Donation to CRY

7 2 Donation to PM's Relief Fund

151

8 1 Deduction in respect of rent paid

9 1 Donation for Scientific/Rural Devlpmnt

10 1 Interest on Certain Securities/Dividends

10 2 Interest on Certain Securities/Dividends (incl

Govt Securities)

12 1 Prof Income from Foreign Sources

13 1 Remuntn recvd for services rendrd abrd

14 1 Deduction for self disability

Details of Section 80C Contributions or investments made under Section 88 are considered as rebates from the total tax payable

by the employee. By assigning a wage type, we ensure that the annual value of the wage type along with

the entries made in Section 88 Deductions infotype (0586) becomes eligible for rebate from tax payable

otherwise for the specified investment.

More than one wage type can be associated with the same investment type by using the sequence

number field.

IMG Menu Path

SAP R/3 Role Menu Third Party Deductions


IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Payroll: India � Tax � Third Party Deductions �

Configure Wage types for Section 88


Investment Investment Text Sequence Wage

Type

1 Payment towards Life Insurance Policy

2 Contribution to Superannuation Fund

3 Subscription to notified Central Government

security (NSS)

4 Contribution to ULIP

5 Subscription to approved equity shares or

debentures (Infrastructure)

6 Subscription to approved mutual fund

(Infrastructure)

152

Investment Investment Text Sequence Wage

Type

7 Contribution to Public Provident Fund

8 Contribution to Recognised Provident Fund

9 Deposit under Post Office Savings

Bank(Cumulative Time Deposits) Rule1959

11 Subscr to notified Central Govmt Savings

certificate (NSC VIII issue)

12 Contribution to notified unit linked insurance plan of

LIC Mutual Fund

13 Contribution to provident fund as per PF Act,1925

14 Repayment of Housing loan

16 Interest on NSC VIII issue

17 Contribution to notified annuity plan of LIC

18 Subscription to notified mutual fund

19 Subscription to notified pension fund

20 Subscription to notified deposit scheme of the

National Housing Bank

21 Subsr to dpst schm of a pblc sectr com or any

constituted athry in house constrc

22 Contract for a deferred annuity on life of specified

persons

23 Deduction from salary for a deferred annuity

Tax liability on Reimbursements, Allowances and Perks Define Tax Codes In this activity we define Tax Codes and describe them briefly. IMG Menu Path

SAP R/3 Role Menu Tax Liability on Reimbursements, Allowances and Perks


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll� Payroll: India� Tax� Tax Liability on Reimbursements,

Allowances and Perks� Define Tax Codes


153

The following tax codes are in the system:

Tax Code Tax Code description

SAGA Taxation as per gratuity act

SBON Income Tax Deduction at Source for Bonus

SCAR Car maintenance Reimbursement 1

SCEA Children Education Allowance

SCLA Company Leased Accomodation

SCNE Conveyance Act Expenditure

SCNO Conveyance Act Expenditure OTHERS

SCNV Conveyance Allowance

SCOA Company Owned Accomodation

Assign tax Code limits to Wage Types We assign the tax code limits, wage types and other criteria to a tax code. This value is taken into

account when calculating the employees tax liabilities on certain benefits.

IMG Menu Path

SAP R/3 Role Menu Tax Liability on Reimbursements, Allowances and Perks


IMG Menu

Implementation Guide for R/3 Customizing (IMG) Payroll � Payroll: India � Tax � Tax Liability on Reimbursements, Allowances and Perks � Assign Tax

Code Limits to Wage Types


In this activity, we assign the tax code limits, wage types and other criteria to a tax code as shown in the

following table. This value is taken into account when calculating the employees tax liabilities on certain

benefits.

Example

Similarly, employees who claim exemption on Medical allowance (Tax code SMED) benefit from tax

exemption of up to a maximum of Rs.15, 000.

These tax limits or rates and other details are used for verification during a payroll run, to calculate Tax

Exemptions.

154

Wage

Type Tax type Frequency

Exemption

Limit

Tax

Code Currency Start To

1CLA Tax exemption

is Rule Based 0 SCLA INR 01.01.1999 31.12.9999

1CON Tax exemption

is Limit Based

Limit for Tax

Exemption is

Monthly

800 SCNV INR 01.01.1999 31.12.9999

1HRA Tax exemption

is Rule Based 0 SHRA INR 01.01.1999 31.12.9999

1LEN Tax exemption

is Limit Based

Limit for Tax

Exemption is

Annual

240,000.00 SLEA INR 01.01.1999 31.12.9999

1LTA Tax exemption

is Rule Based 0 SLTA INR 01.01.1999 31.12.9999

1OAL Tax exemption

is Limit Based

Limit for Tax

Exemption is

Monthly

0 SEXM INR 01.01.1999 31.12.9999

2OAL Tax exemption

is Limit Based

Limit for Tax

Exemption is

Monthly

0 SEXM INR 01.01.1999 31.12.9999

3MER Tax exemption

is Limit Based

Limit for Tax

Exemption is

Annual

0 SLEA INR 01.01.1999 31.12.9999

3TPR Tax exemption

is Limit Based

Limit for Tax

Exemption is

Annual

0 SLEA INR 01.01.1999 31.12.9999

4OAL Tax exemption

is Limit Based

Limit for Tax

Exemption is

Annual

0 SLEA INR 01.01.1999 31.12.9999

PAYROLL SCHEMA AND PERSONNEL

CALCULATION RULES

Payroll Schema The payroll schema contains calculation rules to be used by the payroll driver

during payroll. SAP has developed country-specific schemas. A schema consists of Personnel Calculation Rules, Operations and Functions. A schema performs the following:

• Imports required Infotypes

• Updates the databases

• Gross calculation of pay

• Processes basic data and time data

155

• Reads payroll account of the last period accounted

• Processes time data and calculates the individual gross values

• Performs factoring

• Net calculation of pay

IMG Menu Path or Transaction code

SAP R/3 Role Menu Payroll Schema and Personnel Calculation Rules

Transaction Code PE01

Description and Configuration Values The following table shows the modified schema for Cairn Energy Payroll system:

Schema Text of the Schema

ZN00 Payroll Schema_Cairn Energy_ Nationals

New requirement – W.e.f. 01st Apr, 09

Requirement: In accordance with the provisions of Income Tax under u/s 10(14) read with rule

2BB, location allowance of an employee working at Barmer site is eligible for income tax exemption @ Rs. 1000 per month as “Compensatory Modified Field Area

Allowance”. Solution: We planned to use INCTX function for this exemption.

We have created one wage type 5LOC (Location allowance) from M200. Eligibility is getting varied from grade to grade for this allowance. (ExampleRs.5000 to 10000

per month). As per the requirement, we have to configure this wage type for exemption of Rs.1000 per month u/s 10.

In V_T7INA9, we maintained this wage type and mentioned that it is Allowance. In V_T7INT9, we mapped the Standard Tax code SLOC to the wage type 1LOC and

mentioned the frequency as Monthly & Exemption amount as Rs. 1000. In T591A, we have copied the standard subtype SEXM and named the subtype as

SLOC – Generic Tax exemption and in the T7INT7, the tax code as SLOC – Generic Tax exemption.

5LOC Wage type is maintained in the Infotype 0008 & Exemption for the month April 09 in Infotype 0582 as Rs. 1100 against the subtype SLOC.

We copied annual & monthly customer specific exemption wage types MCAX &

MCMX and created as 1LAX & 1LMX. In Schema, it is maintained as INCTX SLOX 1LAX A 1LMX

156

Since we maintained the maximum limit as Rs.1000 in V_T7INT9, System considers only Rs. 1000 but In 0582 Infotype, exemption amount entered for the month of

April 09 is Rs.1100.

In May 09, we entered Rs. 300, so the system automatically projects the value and display the annual exemption as Rs.4300. Schema – ZN00

Schema ZN00 is used for Cairn energy nation employees Payroll run.

157

Activate INCTX

Copy IN71 & Create ZN71

158

Modifications in ZN71 as per our requirements :

Copy wage type MCAX & MCMX and create wage type 1LAX & 1LMX

159

In Table : V_T7INA9

160

In Table : V_T7INT9

In Table : V_T7INT7

In Table : V_T591A

161

In Infotype 0582 : Subtype SLOC is maintained

1LOC Wage type maintained Infotype 0008

162

Result : Exemption is displayed u/s 10

Tax Calculation :

Income 5120000

Std. dedn. 150000

4970000

10% 150000 15000

4820000

20% 200000 40000

4620000

30% 1386000

TDS

10%

Sur

Edu

Cess Tot Tax

163

1441000 144100 1585100 47553 1632653

Income 5120000

u/s 10

Exemp 12000

5108000

Std. dedn. 150000

4958000

10% 150000 15000

4808000

20% 200000 40000

4608000

30% 1382400

TDS

10%

Sur

Edu

Cess Tot Tax

1437400 143740 1581140 47434.2 1628574

164

Last Month Exemption –

April 2009 1000

Current Month

Exemption – May 2009 300

Projection ( Including

Current Month ) 11

Balance month

including Current month 3300

Total Exemption 4300

Tax Calculation :

Income 5120000

u/s 10

Exemp 4300

165

5115700

Std. dedn. 150000

4965700

10% 150000 15000

4815700

20% 200000 40000

4615700

30% 1384710

TDS

10%

Sur

Edu

Cess Tot Tax

1439710 143971 1583681 47510.43 1631191

Personnel calculation Rules

Personnel Calculation Rule is an instruction to execute defined tasks in Time

Management and Payroll. Personnel calculation rules consist of one or more operations. They have a decision tree structure.

A personnel calculation rule may contain one or more sub areas.

A personnel calculation rule is a type of work instruction that checks the existing conditions and executes individual actions.

The country-specific payroll module by SAP takes the statutory and administrative regulations of a country into account and designs the Payroll schemas and

Personnel calculation rules.

IMG Menu Path or Transaction code

SAP R/3 Role Menu Payroll Schema and Personnel Calculation Rules

Transaction Code PE02


Since each country payroll has a modular structure, we can use the Customizing functions/Rules to

quickly modify the payroll procedure to meet the particular requirements of an enterprise.

166

On this way, we have designed the following customer specific Personnel Calculation rules to suit the

requirements of the Payroll module of Cairn Energy:

Rule Text of the Personnel Calculation Rule

ZEDL HR-IN: Employer EDLI contrib. as 0.005% (0.01) and multiply by 1lakh

ZERC HR-IN: Employer PF/Pen contributions 1lakh division

ZNRT HR-IN: Cumulate Payments for TDS in Regular Run

ZNVT HR-IN: Voluntary tax deduction

ZPER HR-IN: Adding the Monthly Perk to Annual Perk

ZRET HR-IN: PF and PT Retro Carry forward in case of Arrears

PCR ZEDL:

PCR: ZERC:

167

PCR: ZNRT:

168

PCR: ZNVT:

169

PCR: ZRET:

PAYROLL ORGANISATION

Period Parameters In this step, the period parameters for payroll are defined.

Period parameter is a two-digit numerical parameter that defines the time interval for running payroll. IMG Menu Path

SAP R/3 Role Menu Payroll Organization


IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Payroll� Payroll:

India� Basic settings� Payroll organization� Define Period Parameters


In Cairn Energy the Payroll run is Monthly Payroll run for all the employees. We have configured the

Monthly Payroll to suit the requirement as shown in the following table

Period Parameters Name Time Unit Start Date

1 Monthly 1 01.01.1990

67 Monthly - IN 1 01.04.1998

Date Modifiers The data modifier is only a means of differentiation allowing defining different payment dates for various

employee groups.

Date Modifiers defined in this step are assigned to Payroll Areas.

IMG Menu Path

170

SAP R/3 Role Menu Payroll Organization


IMG Menu Implementation Guide for R/3 Customizing (IMG) � Payroll � Payroll:

India � Basic settings � Payroll organization � Define Date modifiers


The following date modifier has been configured for Cairn Energy

Date Modifier Name

00 Standard Modifier

Generate Payroll Periods The period for which payroll regularly runs. In an abstract sense, payroll period is the name given to the

interval for which Payroll regularly runs, such as Weekly or monthly payroll periods.

For each period parameter that is assigned to a payroll area, the system requires

the following date specifications:

• Start date and end date of each payroll period (Ex: 01.04.2007 – 31.04.2007)

• Payment date of each payroll period (Ex: Payment date for April 2007 is 30.04.2007)

IMG Menu Path



IMG Menu

Implementation Guide for R/3 Customizing (IMG) � Payroll� Payroll: India� Basic settings�Payroll

organization� Generate Payroll Periods


We have generated the payroll periods for the period parameters i.e. MONTHLY for the years 2006 to

2010.

The start and end dates of the periods should be the same as the start and end dates of the calendar

months. The period’s payment dates should be three days before the end of the period.

The following table represents the Payroll Periods defined for Cairn Energy’s Payroll Nationals.

Payroll

year

Payroll

Period Start date End date

Previous

Payroll year

Previous Payroll

Period

2007 1 01.04.2007 30.04.2007 2006 12

2007 2 01.05.2007 31.05.2007 2007 1

171

Payroll

year

Payroll


Previous

Payroll year

Previous Payroll

Period

2007 3 01.06.2007 30.06.2007 2007 2

2007 4 01.07.2007 31.07.2007 2007 3

2007 5 01.08.2007 31.08.2007 2007 4

2007 6 01.09.2007 30.09.2007 2007 5

2007 7 01.10.2007 31.10.2007 2007 6

2007 8 01.11.2007 30.11.2007 2007 7

2007 9 01.12.2007 31.12.2007 2007 8

2007 10 01.01.2008 31.01.2008 2007 9

2007 11 01.02.2008 29.02.2008 2007 10

2007 12 01.03.2008 31.03.2008 2007 11

2008 1 01.04.2008 30.04.2008 2007 12

2008 2 01.05.2008 31.05.2008 2008 1

2008 3 01.06.2008 30.06.2008 2008 2

2008 4 01.07.2008 31.07.2008 2008 3

2008 5 01.08.2008 31.08.2008 2008 4

2008 6 01.09.2008 30.09.2008 2008 5

2008 7 01.10.2008 31.10.2008 2008 6

2008 8 01.11.2008 30.11.2008 2008 7

2008 9 01.12.2008 31.12.2008 2008 8

2008 10 01.01.2009 31.01.2009 2008 9

2008 11 01.02.2009 28.02.2009 2008 10

2008 12 01.03.2009 31.03.2009 2008 11

2009 1 01.04.2009 30.04.2009 2008 12

2009 2 01.05.2009 31.05.2009 2009 1

2009 3 01.06.2009 30.06.2009 2009 2

172

Payroll

year

Payroll


Previous

Payroll year

Previous Payroll

Period

2009 4 01.07.2009 31.07.2009 2009 3

2009 5 01.08.2009 31.08.2009 2009 4

2009 6 01.09.2009 30.09.2009 2009 5

2009 7 01.10.2009 31.10.2009 2009 6

2009 8 01.11.2009 30.11.2009 2009 7

2009 9 01.12.2009 31.12.2009 2009 8

2009 10 01.01.2010 31.01.2010 2009 9

2009 11 01.02.2010 28.02.2010 2009 10

2009 12 01.03.2010 31.03.2010 2009 11

2010 1 01.04.2010 30.04.2010 2009 12

2010 2 01.05.2010 31.05.2010 2010 1

2010 3 01.06.2010 30.06.2010 2010 2

2010 4 01.07.2010 31.07.2010 2010 3

2010 5 01.08.2010 31.08.2010 2010 4

2010 6 01.09.2010 30.09.2010 2010 5

2010 7 01.10.2010 31.10.2010 2010 6

2010 8 01.11.2010 30.11.2010 2010 7

2010 9 01.12.2010 31.12.2010 2010 8

2010 10 01.01.2011 31.01.2011 2010 9

2010 11 01.02.2011 28.02.2011 2010 10

2010 12 01.03.2011 31.03.2011 2010 11

2011 1 01.04.2011 30.04.2011 2010 12

2011 2 01.05.2011 31.05.2011 2011 1

2011 3 01.06.2011 30.06.2011 2011 2

2011 4 01.07.2011 31.07.2011 2011 3

173

Payroll

year

Payroll


Previous

Payroll year

Previous Payroll

Period

2011 5 01.08.2011 31.08.2011 2011 4

2011 6 01.09.2011 30.09.2011 2011 5

2011 7 01.10.2011 31.10.2011 2011 6

2011 8 01.11.2011 30.11.2011 2011 7

2011 9 01.12.2011 31.12.2011 2011 8

ABAP DEVELOPMENTS

Sl. No. Description Transaction

Code

1 Car running Expenses Monthly Report ZPY007

2 Car running Expenses Period end treatment Report ZPY008

3 Telephone reimbursement Period end process Report ZPY004

4 Telephone reimbursement Display claim details Report ZPY004_Disp

5 Telephone reimbursement Outstanding balance Report ZPY001_Outstan

ding

6 Medical Reimbursement Period end process Report ZPY017

7 Medical Reimbursement claim display details Report ZPY017_Disp

8 Medical Reimbursement Outstanding balance Report ZPY018

9 FHPL Monthly Report ZPY005

10 Leave encashment details Report(Display mode only) Zpy014

11 Coff encashment details Report(Display mode only) Zpy015

12 N/F Holidays History of Employee Report ZPY010_D

13 Pay register Report ZPY019

14 Generation of Allow. in lieu of Superannuation report ZPY009

15 Updation of data table (ZPY_SUPER_ANNU) ZPY009

16 Generation of Monthly Superannuation report ZPY012

174

17 Standard Vs Actual Reconciliation ZPY021

18 Allowance in lieu of superannuation automatic updation IT0008 ZPY026

19 Full & Final settlement Infotype updation Report ZPY020

20 Salary Transfer ZPY016

21 Mode wise Reconciliation of Salary Disbursement Monthly Report ZPY013

22 Income Tax computation Statement ZPY024

23 Full & Final settlement Final Report ZPY023

24 Telephone Reimbursement Claim creating process ZPY001

25 Car running Expenses Claim Creation Process ZPY002

26 Salary Advance ZPY003

27 Medical Reimbursement Claim creating process ZHR007

28 Medical Reimbursement claim approval by CMO ZHR007

29 FHPL Claim creating process ZHR007

30 FHPL Claim approval by CMO ZHR007

31 LTA application process ZLTACF

32 National/Festival holidays Pay application process ZPY010

175

Processing Classes:

187

Cumulation Classes:

1. Total gross amount

10. Net payments/Deductions

11. EPF Basis

12. ESI Basis

13. ESI Basis Nominal

14. HRA Basis

15. COA/CLA Basis

16. Gratuity Basis

17. Super anuation basis

18. Ptax Basis

19. Ptax basis Nominal

28. Leave Encashment basis

32. Monthly Exceptions

33. Annual Exceptions

39. VPF basis

40. LWF basis

Evaluation Classes:

188

PA30- Master Data:

IT-0000-Actions:

189

IT-0001- Organizational Assignment

IT-0002- Personal Data:

190

IT-0003- Payroll Status:

IT-0006- Address:

191

IT-0007- Planned Working Time:

IT-0008-Basic pay:

192

IT-0009-Bank Details:

IT-0014- Recurring payments/ Deductions:

193

IT-0015 Additional Payments:

IT-0016- Contract elements:

194

IT-0019 Monitoring of Tasks:

IT-0021 Family Members/Dependence:

195

IT-0022 Education:

IT-0023 Other/ Previous Employers:

196

IT-0031 Reference Personal Numbers:

IT-0045- Loans:

197

IT-0050 Time Recording Info:

IT-0105- Communication:

198

IT-0185 Personal ID’s:

IT-0580- Previous Employment Tax Details:

199

IT-0581-HRA:

IT-0582- Exceptions:

200

IT-0583- Car & Conveyance:

IT-0584- Income From Other Sources:

201

IT-0585- Section 80 Deductions:

IT-0586- Section 80C Deductions:

202

IT-0587- PF:

203

IT-0588- Other Statutory Deductions:

IT-0589- Individual Reimbursement:

204

Payroll-Run:

PC00_M40_CALC_SIMU- Simulation:

205

PC00_M99_PA03_RELEA- Release Payroll:

PC00_M40_CALC- Start Payroll:

206

PC00_M99_PA03_CHECK- Check Results

PC00_M99_PA03_CORR- Corrections

PC00_M99_PA03_END- Exit Payroll

PC00_M40_CEDT- Remuneration Statement

207

Payroll Results: T.Code: PC_payresults, PC_M40_CLSTR

208

RT Table:

209

CRT Table:

BT Table:

210

Reporting for Posting Payroll Results to Accounting:

Employee Grouping for Account Determination:

211

Define Symbolic Accounts:

Define Posting Characteristics of Wage Types:

Other Steps:

Maintain Posting date for Payroll Periods

Create Posting Variants

Activities in AC System (Assigning Accounts)

212

Posting Run:

Execute Run: PC00_M99_CIPE

213

Edit Run-PCP0

Other Legal Reports:

214

LOANS CONFIGURATION

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Loan Types Definition

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Country Assignment

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Technical Attributes

215

Payroll >> Payroll India >> Company Loans >> Master Data >> Maintain Loan Types >> Conditions

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Set up Customer Payment Types >> Define Payment Types

216

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Set up Customer Payment Types >> Assignment of Wage types to

payment types

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Control Allocation of Loans >> Adopt Feature

217

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Control Allocation of Loans >> Define Values

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Loans Grouoping

218

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Salary Components

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Maximum No. of Loans allowed >> Maintain Maximum No. of Loans allowed at a time (Country Grouping 40)

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Maximum No. of Loans allowed >> Maintain Maximum No. of

Loans allowed

219

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain maximum amount for Loans Outstanding

Payroll >> Payroll India >> Company Loans >> Master Data >> Customer Pay Types >> Maintain Loans Eligibility Checks and Limits

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement Type Settings >> Maintain Attributes of Reimbursement Types

220

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement Type Settings >> Define Groups for Reimbursement Types

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement

Type Settings >> Define Payment mode of Reimbursement Types

Payroll >> Payroll India >> Employee Self Services >> Claims >> Reimbursement

Type >> Map Subtypes of Loan infotype to Reimbursement Types

221

Payroll >> Payroll India >> Employee Self Services >> Loans >> Loans >> Define

Number Range for Loans

222

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Define Loan types and conditions (Country Grouping 40)

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Define Loan Payment Types (Country Grouping 40)

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Define Loan Re-Payment Types (Country Grouping 40)

Payroll >> Payroll India >> Employee Self Services >> Loans >> Node Text Not Found >> Map Loan Types to Approvers

223

Travel Management

SCOPE OF THE DOCUMENT ................. ERROR! BOOKMARK NOT DEFINED.

Human Resources – Travel Management Configuration Scope ..... 224

2.3 Define Control parameter for Travel Expenses ................... 224 2.3.1 Define Trip Provision Variant ............................................ 224 2.3.2 Define Global Settings ..................................................... 225

2.4 Define Control parameter for Travel Data ......................... 226 2.4.1 Define Trip Areas ............................................................ 226 ................................................................................................ 227 3.3.2 Define Trip Activity Types ................................................ 227 You have to define the various Trip Reasons in this activity ............................... 227

2.5 Travel Expense Types .................................................... 227 2.5.1 Create Travel Expense Types for Individual Receipts ........... 227

2.6 Dialog and Travel Expenses Control ................................. 229 2.6.1 Define Schema and Individual Field Control ........................ 229 You have to define the screen layout for the various Trip Provision Variant in this activity.229 2.6.2 Restrict travel expense types for Trip Schemas ................... 230 2.6.3 Travel Management� Travel Expenses� Dialog and Travel Expenses Control� Dialog

Control� Restrict travel expense types for Trip Schemas................................. 230 2.6.4 Field Control for Additional Receipt Information .................. 230 You define the field status of the additional receipt ....................................... 230 2.6.5 Setup variable layout for Account assignment objects ......... 232 ................................................................................................ 233

2.7 Travel Expenses Control ................................................. 233

2.8 Wage Types for Interfaces .............................................. 234 2.8.1 Assign Wage Types to Travel Expense Types for Indiv. Receipts234 Here in this activity we assign wage type to the expense type ............................ 234

2.9 Transfer to Accounting ................................................... 235 2.9.1 Number Ranges for Posting Runs ...................................... 235 You have to provide number ranges for posting run for transfer to accounting ......... 235 2.9.2 Number Ranges for Trip transfer documents ...................... 236 You have to define the number range interval for the internal assignment of trip transfer

document. .................................................................................... 236 2.9.3 Assignment of Wage Type to Symbolic Account .................. 236 You have to provide a symbolic account to each wage type for transfer to accounting . 236 2.9.4 Conversion of Symbolic Account to Expense Account ........... 237 You have to provide a symbolic account to actual expense GL and Employee Account for transfer to

accounting .................................................................................... 237 ................................................................................................ 237

224

Human Resources – Travel Management Configuration Scope

The Travel Management section contains the configuration details of the module. As part of business process mapping following configuration has been carried out in this module.

Define Trip Number Ranges

You have to define number ranges personnel area wise for creation of trip in this activity

Access the activity using one of the following navigation options:

IMG Menu SPRO → Financial Accounting →Travel Management�Set Up

Trip Number Ranges


Define Control parameter for Travel Expenses

Define Trip Provision Variant

You have to define the trip provision variant under which all the customizing settings will be

done.


225

IMG Menu Travel Management�Travel Expenses�Master Data� Control

Parameters from Travel Expenses� Define/Delete/Restore Trip

Provision Variants


Define Global Settings

You have to define the global settings in the trip provision variant.



Parameters from Travel Expenses� Define Global Settings


226

Define Control parameter for Travel Data

Define Trip Areas

You have to define the trip areas for to allow entitlement as per the area/region. But in order to

suit the Business requirements, instead of defining trip country, we have used this field to

define ‘Self travel – Yes or No’.



Parameters from Trip Data� Define Trip Areas


227

Define Trip Activity Types

You have to define the various Trip Reasons in this activity



Parameters from Travel Privileges� Control Parameters from Trip

Facts� Define Trip Activity Types


Travel Expense Types

Create Travel Expense Types for Individual Receipts

You have to define the various Trip expense types in this activity.


IMG Menu Travel Management�Travel Expenses�Master

Data�Travel Expense Types�Create Travel Expense

228

Types for Individual Receipts


229

Dialog and Travel Expenses Control

Define Schema and Individual Field Control

You have to define the screen layout for the various Trip Provision Variant in this activity.


IMG Menu Travel Management�Travel Expenses� Dialog and Travel

Expenses Control� Dialog Control� Define Schema and

Individual Field Control


230

Restrict travel expense types for Trip Schemas

In this step, you assign to a trip schema those travel expense types that need to be available

under that trip schema.

If you do not specify any travel expense types for a trip schema, then all expense types stored in

the system apply to that trip schema.


IMG Menu 1.1.1 Travel Management�� Travel Expenses�� Dialog and

Travel Expenses Control�� Dialog Control�� Restrict

travel expense types for Trip Schemas


Field Control for Additional Receipt Information

You define the field status of the additional receipt

Like

1. Required

2. Optional

3. Display

4. Hidden

231


IMG Menu Travel Management� Travel Expenses� Dialog and Travel Expenses

Control� Dialog Control� Field Control for Additional Receipt

Information


232

Setup variable layout for Account assignment objects

In this IMG activity you define the screen layout for the account assignment objects - the

selection and order of these objects. In addition you can specify the field characteristics for

each of the account assignment objects.



Control� Dialog Control� Setup variable layout for Account

assignment objects


233

Travel Expenses Control

Travel Expenses Control (Expert View)

In this IMG activity, you can edit the matrix of accounting rules. For each position in the matrix,

you can access documentation (F1 Help) and input help (F4 Help).


234


Control� Travel Expenses Control� Travel Expenses Control (Expert

View)


Wage Types for Interfaces

Assign Wage Types to Travel Expense Types for Indiv. Receipts

Here in this activity we assign wage type to the expense type


IMG Menu Travel Management� Travel Expenses� Wage Types for

Interfaces� Assign Wage Types to Travel Expense Types for Individual

Receipts


235

Transfer to Accounting

Number Ranges for Posting Runs

You have to provide number ranges for posting run for transfer to accounting


IMG Menu Travel Management� Travel Expenses� Transfer to Accounting�

Set Up Number Ranges for Posting Runs


236

Number Ranges for Trip transfer documents

You have to define the number range interval for the internal assignment of trip transfer

document.



Set Up Number Ranges for Trip transfer document


Assignment of Wage Type to Symbolic Account

You have to provide a symbolic account to each wage type for transfer to accounting



Define Assignment of Wage Type to Symbolic Account


237

Conversion of Symbolic Account to Expense Account

You have to provide a symbolic account to actual expense GL and Employee Account for

transfer to accounting



Conversion of Symbolic Account to Expense Account


239

CATS-Configuration:

SCOPE OF THE DOCUMENT

The Time Sheets document contains the configuration details of the module. As part of business process mapping following configuration has been carried out in this

module.

SETTINGS FOR ALL USER INTERFACES

Create Authorizations for data entry profiles

Use

To assign users authorization for specific data entry profiles, you do not have to assign each

user all the relevant profiles individually. Instead you can define profile authorization groups

and use them to group data entry profiles with common attributes.

Procedure


IMG Menu SPRO → Cross Application Components > Time Sheet > Settings for all

user interfaces > Authorizations > Create Authorizations for data entry

profiles


Result

240

SPECIFIC SETTINGS FOR CATS REGULAR

Setup data entry profiles

Use

In this activity, you set up the Web application CATS regular for the Cross-Application Time

Sheet

Procedure


IMG Menu SPRO → Cross Application Components > Time Sheet > Specific

settings for CATS regular > Record working time > Set up data entry

profiles


Result

242

*The ‘ADMIN’ profile is without an approval procedure & changes even after approval of Time

Sheets are possible.

243

*The ‘EMPLOYEE’ profile is with an approval procedure & changes after approval of Time

Sheets are not possible.

SPECIFIC SETTINGS FOR CATS REGULAR

Define Field Selection

Use

In this step, you decide which fields should appear on the screen when maintaining or

displaying the time sheet, and also define their attributes

Procedure



settings for CATS regular > Record working time > Define field

Selection


Result

*Select Worklist & click Influencing to select a data entry profile.

244

Worklist fields need to chosen for both the data entry profiles, which are ‘ADMIN’ & ‘EMPLOYEE’.

Similarly, fields for Data entry section of time sheet can be selected in the

below screen.

*Select Data entry section & click Influencing to select a data entry profile.

245

Data entry section fields need to chosen for both the data entry profiles, which are ‘ADMIN’ &

‘EMPLOYEE’.

246

TIME DATA RECORDING & ADMINISTRATION

Define Attendance types

Use

In this step, you define attendance types for a personnel subarea grouping for

attendance/absence types.

Procedure


IMG Menu SPRO → Time Management > Time data recording & Administration >

Attendance/Actual working times > Define Attendance types


Result

247

*Attendance types represent the kind of work done by a time-writer and these attendance types

would be available under the field ‘Activity type’ on ESS.

Group employee subgroups for time quotas

Use

In this step, you group your employee subgroups for time quota types.

Employee subgroups for which the same attendance and absence quota types are defined are

assigned to the same grouping for time quota types.

Procedure



Attendance/Actual working times > Attendance counting > Rules for

Attendance Counting (New) > Group employee subgroups for time

quotas


Result

248

Group Personnel subareas for time quotas

Use

In this step, you group your personnel subareas with regard to the permissibility of time quota

types.

Personnel subareas for which the same attendance and absence quota types are defined are

assigned to the same grouping for time quota types.

Procedure




Attendance Counting (New) > Group personnel subareas for time

quotas


Result

249

Define Counting Rules

Use

In this step, you define rules for counting attendances.

Procedure




Attendance Counting (New) > Define counting rules


Result

251

Assign Counting Rules to Attendance types

Use

In this step, you determine & assign the respective counting rule for attendance counting to

each attendance type.

Procedure




Attendance Counting (New) > Assign counting rules to attendance

types


Result

Select Allowed Absence types

Use

In this section, you define the absence types that the employees are allowed to enter in CATS

Regular.

To do this, deactivate / tick all the absence types that are not be entered using ESS.

Procedure



settings for CATS regular > Record working time > Select Allowed

Absence types.

252

Result

Define rejection Reasons

Use

In this step, you define the rejection reasons that the person approving the data can attach to a

rejected record.

We have simply created a rejection reason ‘RC-For Rejection’ with long-text functionality as

active in order to enable the approver write a comment while rejecting the time entry.

Procedure


IMG Menu SPRO → Cross Application Components > Time Sheet > Settings for All

User Interfaces > Approval procedure > Define rejection reasons

Result

253

Personnel Development

The following standard reports are available in the Personnel Development component:

• Profile Match-up

• Profiles

• Find Objects

• For Qualifications

• For a Development Plan

• For a Development Plan Item

• Appraisals Following reports can be executed for Organization unit

• Profile Match-up: Position/Holder

• Profiles

• Succession Overview

Training and Event Management

Training and Event Management offers extensive and comprehensive reporting functions. One can

request a wide variety of reports for business events, resources, and attendees. One can also get

reports for training and event costs, business event appraisals, attendee appraisals, or missing

resources.

For attendance

• Attendee List

• Attendance List

• Employee list

• Bookings per Attendee

• Attendee's Training History

• Attendance Prerequisites

• Attendee's Qualifications

• Prerequisites Matchup

• Attendee Appraisal

• Prebookings per Business Event Type

• Prebookings per Attendee

• Attendees to Be Rebooked

• Attendance Statistics

• Attendance and Sales Statistics

• Cancellations per Business Event

• Cancellations per Attendee

• Budget Comparison For resources

• Resource Equipment

• Resource Reservation

• Instructor Information

• Graphical Resource Reservation

• Available/Reserved Resources

• Resource Reservation Statistics

• Resources Not Yet Assigned per Resource Type

254

For business events

• Business Event Demand

• Business Event Schedule

• Business Event Appraisal

• Business Event Hierarchy

• Attendance Statistics

• Business Event Brochure

• Business Event Information

• Business Event Dates

• Resource List per Business Event

• Resources Not Yet Assigned per Business Event

• Material Requirements per Business Event Business Event Prices

ESS- Configuration:

Customizing Screen (PTARQ)

255

Working Time – Leave Request

1) Processing Process

Step-1

i) Create a Rule Groups ii) Maintain WEBMO Feature assigning the Rule Group

256

Step-2

257

Step-3

i) Define Absences/Processing Processes -> This leave types will be appeared in ESS while raising

the leave request.

260

2) Layout of Web Application

Step-1

Specify how leave is displayed.

Step-2

Specify Display of Absence Quotas

262

Working Time – Record Working Time

Step-1

Setup Data Entry Profile

264

Step-2

Select the allowed absence type

265

CATSDB -> CATS: Database Table for Time Sheet

Benefits and Payments -> Claims

Basic Settings

Step-1

266

Perquisites: Tax Codes should already been created in Payroll

Step-2

Maintain attributes: Customized Fields for Expart Claims:

Table Name:

V_T7INFLD_OUTLK

Request

Type

Reimursement

Type Customer Field Field Lable

CL Claim ECHR CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ECUB CUS_FLD2 Name of the Club

CL Claim ECUB CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ECUB CUS_FLD9 Amount Spent

CL Claim ECUB JBGDT From Date

CL Claim ECUB JENDT To Date

CL Claim EDSL CUS_FLD9 Bills Attached (Y/N)

CL Claim EGEN CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim EGEN CUS_FLD9 Amount Spent

CL Claim EIDT CUS_FLD9 Bills Attached (Y/N)

CL Claim EIMU CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim EIMU CUS_FLD9 Amount Spent

CL Claim EPME CUS_FLD2 Name of Membership

CL Claim EPME CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim EPME CUS_FLD4 Membership Cost

CL Claim EPME JBGDT From Date

CL Claim EPME JENDT To Date

CL Claim EREF CUS_FLD3 Payment Mode -

267

INR/USD/GBP

CL Claim ERLT CUS_FLD9 Bills Attached (Y/N)

CL Claim ERNR CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ERNR FAMSA1 Family Details

CL Claim ERNR OBJPS1 Child

CL Claim ESHC CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ESHC CUS_FLD9 Amount Spent

CL Claim ESPE CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ESPE CUS_FLD9 Bills Attached (Y/N)

CL Claim ESPR CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ESPR CUS_FLD9 Bills Attached (Y/N)

CL Claim ESUP CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ETEL CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ETEL CUS_FLD9 Amount Spent

CL Claim ETFE CUS_FLD3

Payment Mode -

INR/USD/GBP

CL Claim ETFE CUS_FLD6 Name of Child

CL Claim ETFE CUS_FLD9 Amount Spent

CL Claim SCLB CUS_FLD2 Name of the Club

CL Claim SCLB CUS_FLD4 Membership Cost

CL Claim SCLB CUS_FLD9 Bills Attached (Y/N)

CL Claim SCLB JBGDT From Date

CL Claim SCLB JENDT To Date

CL Claim SEDD CUS_FLD1 Course Fee

268

CL Claim SEDD CUS_FLD5 Name of the Course

CL Claim SEDD CUS_FLD9 Bills Attached (Y/N)

CL Claim SEDD JBGDT Course Start Date

CL Claim SEDD JENDT Course End Date

CL Claim SEDO CUS_FLD1 Course Fee

CL Claim SEDO CUS_FLD5 Name of the Course

CL Claim SEDO CUS_FLD9 Bills Attached (Y/N)

CL Claim SEDO JBGDT Course Start Date

CL Claim SEDO JENDT Course End Date

CL Claim SGEN CUS_FLD9 Bills Attached (Y/N)

CL Claim SLTA DESTN Destination point of Journey

CL Claim SLTA FAMSA1

CL Claim SLTA JBGDT Start Date of Journey

CL Claim SLTA JENDT End Date of Journey

CL Claim SLTA OBJPS1

CL Claim SLTA STPNT Start point of Journey

CL Claim SLTA TKTNO Bills Submitted Amount

CL Claim SLTA TXEMP Tax Exemption

CL Claim SPFM CUS_FLD2 Name of Membership

CL Claim SPFM CUS_FLD4 Membership Cost

CL Claim SPFM CUS_FLD9 Bills Attached (Y/N)

CL Claim SPFM JBGDT From Date

CL Claim SPFM JENDT To Date

CL Claim STEL CUS_FLD7 Telephone No1

CL Claim STEL CUS_FLD8 Telephone No2

CL Claim STEL CUS_FLD9 Bills Attached (Y/N)

CL Claim STEL JBGDT From Date

269

CL Claim STEL JENDT To Date

Step-3

Maintain Approvers:

Step-4

Define Approver Privileges:

270

Step-5

Mapping approver groups to reimbursement types:

271

Reimbursement Type Settings

Step-1

Maintain attributes for reimbursement types:

272

Step-2

Group reimbursement types:

Step-3

Maintain payment mode for reimbursement types:

273

Travel Management:

Travel Requests personalized fields on portal front end:

TRAVEL REQUEST

Field description Changed to

General Data Travel details

Start Date Start date of trip

End Date End date of trip

Planned Activity Trip type

274

Location

First

Destination

Fields removed

Time

Time

Country/Region

Estimated Costs

My Trips & Expenses

Screen

Tabs kept:

All my travel requests

All my expense reports

In Edit Advances button:

Fields removed:-

Exchange rate

Amount

Accounting in

In travel services button:

Fields removed:-

Credit card information

Screen after 'review'

Fields removed:-

275

Summary

credit card info

i) Travel Expense report:

EXPENSE REPORT

removed Fields in display only

Schema Selection

All fields to be made display

only

Time

Time

per-deims

Mileage

Edit Advances' - Only the button

Field description

Changed

to

Schema

Type of

trip

Screen after 'Enter receipts'

Fields removed:-

Summary

credit card info

Available credit card receipts ' - Only the

button

Scanned receipts' - Only the button

276

Screen after 'New entry'

Fields removed:-

Amount

local currency

short info

confirmed

Origin

country/region

participants

enter participants

from - to

number

Screen after 'Review'

Fields removed:-

Entire Summary screen

CONFIGURATION STEPS:

Interface Configuration for Webdynpro Interface in Travel

Management:

For ESS Settings for Travel management go to -> FITVFELD_WEB Tcode

1) Activate Request/Plan/Expense Report in Travel Manager

277

2) Set Up Variable Field Control via Feature TRVFD

3) Schema and Single Field Control for Web Dynpro

Select the CN Trip Provision variant and after that ----

279

Features Used for Travel (For ESS):

Form Variant for Travel Request: TRVFR

YFITP_REQUEST_FORM smart form used for travel request

Form Variant for Travel Planning: TRVFP

Form Variant for Travel Expenses: TRVFE

Travel Expense Report for ESS modifications: ZZPTRV_EXPENSE_FORM Smart Form

280

5) Personal Information:

SM 30 -> Table -> V_T7XSSPERSUBTYP

Country

Group Infotype Subtype

use

case

40 2 B1

40 6 1 A1

40 6 4 A2

40 6 5 A2

40 9 0 B1

40 9 1 B3

40 9 2 B2

40 21 1 A1

40 21 2 A6

40 21 3 A4

40 21 4 A4

40 21 1 A1

40 21 2 A6

281

BACKGROUND Cairn Energy India Pty. Limited is one of the leading Oil Exploration and Production Company with an

exciting growth portfolio of assets in India. The parent company Cairn Energy Plc, located in Edinburgh,

Scotland is one of Europe’s largest independent Oil and Gas companies. The world class oil and gas

discoveries in Rajasthan, along with existing joint venture production in Andhra Pradesh and Gujarat,

have the potential to contribute significantly to India’s growing energy needs.

Scenario: Employee Self Service Employee Self-Service (ESS) enables employees to create, display, and change their own data in the

intranet used at their enterprise. By enabling employees to access their own data, HR processes are

standardized and simplified. As a result, employees in the Human Resources Department can

concentrate on other tasks of greater strategic importance.

Process Group: Process on ESS

Who’s Who

This feature enables employees to search for other employees in the organization based on various

parameters. The following search fields shall be made available –

� Personnel Number (D) � First Name, Last Name � Residence Telephone Number (D for all)(M for self) � Cubicle Number (D for all) � Extension Number (D for all) � Office Email (D for all) � Mobile Number (D for all)(M for self) � Company Code � Employee Group (Search) � Employee Sub Group (Search) � Personnel Area (Search) � Personnel Sub Area (Search) � Position (Designation) � Immediate Manager (D) � Organization Unit � On ESS other than employee photograph will not be displayed

WHO’S WHO ESS SCREEN:

Employee Search:

i) Who’s Who ii) Change Own Data

282

Personal Information

i) Personal details

Employees access the personal details through “Personal Information” tab. The following fields

shall be available –

� First Name � Last Name � Date of birth (Display only) � Marital status � Marriage date

ii) Address check

Employees access the address data through “Personal Information” tab. The infotype maintained in

R/3 is available for maintenance. The following address types shall be available –

� Permanent address � Mailing address � Emergency address � Onsite Address � Current Location

iii) Family details

Employees access the family data through “Personal Information” tab. The infotype maintained in

R/3 is available for maintenance. The following relationship types shall be available –

� Spouse � Father � Mother � Son � Daughter

283

iv) Bank details

Employees access the family data through “Personal Information” tab. The infotype maintained in

R/3 is available for maintenance. Using this link, employee can change bank key and account

number. Bank key will be displayed as a label on Bank tab page. These will be only salary bank

keys.

v) Other details – Link to Infotypes (Suggestion)

� Infotype 0185 – Personal ID – Subtype - 4 wheeler license � Infotype 0185 – Personal ID – Subtype - PAN Number � Infotype 0105 – Communication ID – Subtype - Personal email id

Changes done on any infotype link will update the changes in R/3

PERSONAL INFORMATION ESS SCREEN:

Training and Event Management

This feature enables the employees to view the Training Calendar and make the bookings (book, cancel,

rebook).

i) Training center

� List of Events � Find Events � Book Events (Workflow is triggered) � Shopping Basket

ii) My Bookings

� Display Bookings � Display Status � Participation Status � Cancel Booking (Workflow is triggered) � Appraise Event

284

iii) Training Feedback

Online Training Feedback link will be available on ESS, where employee can log on to the ESS and

give the feedback of the Training/Course.

(The Training Feedback template for the feedback will be developed in the Backed end system)

TRAINING ESS SCREEN:

Training:

i) My Bookings ii) Business Event Catalog (Training Center)

Key Data Structure

i) Booking Priority: To set up a booking priority that is specially assigned to bookings made using ESS services for Training and Event Management.

ii) Cancelation reason for employee in ESS: This enables you to store information about the cancellationreason from table T77CAR to be used when an employee cancels an event booking in the Employee Self-Service My Bookings (transaction PV8I).

Reporting Requirements

i) Training programs attended

Travel Management

In the Employee Self-Service application Travel and Expenses, employees can perform the following

tasks:

� Create travel requests � Travel Request is sent through workflow to the relevant DOA for approval. (Workflow is

configured at the Backend system R/3) � Enter travel expenses for the trip after completion of their Trip. � Now the travel expense report is sent for approval to the Immediate Supervisor and one

copy goes to Finance Administrator. � Any charges incurred while rescheduling / cancellation of travel are captured in the travel

expense report by the travel desk. � Process trips for other employees (requires authorization for Administrator)

285

TRAVEL ESS SCREEN:

Travel:

i) Create Travel request ii) Crate Travel Expense report

Screen 1:

Screen 2:

Payroll and Payments

This process shall be applicable to the following types of payroll reimbursements:

Reimbursement

� LTA Process � Club Membership

286

� Medical Reimbursement � Telephone Reimbursement � Remote Location Allowance � Educational Assistance � Professional Membership

Once an employee selects the appropriate reimbursement type, a detailed screen will open up. This will

have details like – Bill date, Amount, Family members etc.

Employee fills in the necessary details and submits the claim form. This triggers a mail is sent to the

concerned person/departments. Employee shall take a print of this and submit to the concerned

person/departments and send the intimation. The details of the individual payments made shall be

through payroll.

Salary Statement

If current remuneration statement to be displayed on ESS there is a standard feature available and will be

displayed on ESS in PDF format. If PDF format to be changed like company logo etc to be displayed on

Salary statement the “Z” development to be made in Smart forms (Z report needs to be developed

separately in R/3).

Note: Developments on Claims to be discussed

PAYEMENT ESS SCREEN:

Time & Leave Management

Leave Request:

� Any leave approval request will take place through ESS workflow. Employee has to apply for the leave (preferably in advance).

� Leave balance will be displayed for information purpose, which can be used for availing leave.

� All leave requests go to the superior and from UWL he/she can approve/reject the approvals.

287

Time Management:

� Link for Time Sheet entry would be visible only to the time-writers. � Working Time function enables time-writers to book their working times. Through in-built

checks, system can determine whether they have recorded sufficient working times or not (8.50 hrs / day. Mon-Fri except for weekends & holidays).

� Employee would release the Time sheet and the same goes to the approver through workflow for review / rejection.

� Time Sheets are deemed approved if not rejected. � Relevant reports can be churned-out by Finance administrators. � Employee should not be able to fill Time Sheets for anyone else apart from his own Id. � Administrators to have authorization to edit time data for others.

WORKING TIME ESS SCREEN:

i) Time Management a. Record Working Time

ii) Leave Management a. Leave Request b. Quota Overview c. Leave Request Approver

288

Key Data Structure

i) Message Output to be customized

Appraisal System

Process To be decided.

Standard Appraisal Template:

289

Baseline Training - Payroll

Maintenance of Payroll Masterdata

1) Basicpay Infotype 0008

STEP I

Transaction PA 30

In this screen enter OR select the personnel number in the personnel no. field, and enter 0008

or Basic pay in the info type field. Then click on the create icon on top of the screen. Then Basic

pay info type screen will appear.

STEP II

In this screen enter the start date in the date field and select the pay scale group and pay scale

level in the respective fields, Where the Pay scale type and pay scale area are defaulted.

Next enter in the Wage type field, Then automatically all Basic wage components will be

defaulted. Enter the Direct amounts of Wage components in the amount coloum.Indirect

amounts of wage types will be defaulted automatically. Then click on the save icon.

2) Recurring payments & Deductions Info type 0014

290

STEP I

Transaction PA 30


in the info type field. Then click on the create icon on top of the screen. Then Recurring

payments & deductions info type screen will appear.

STEP II

In this Info type screen enter the start date and End date in the respective fields. Then select the

wage type in the wage type field and enter the amount and unit/number in those fields. If the

selected wage type is valuated indirectly the amount will be defaulted in the amount column.

Then click on the save icon.

3) Additional payments Info type 0015

STEP I

Transaction PA 30

291


in the info type field. Then click on the create icon on top of the screen. Then Additional

payments info type screen will appear.

STEP II

In this Info type screen enter the wage type in the wage type field and enter the amount in the

amount field. Enter the start date of the particular payment of the month in the Date of origin

field. Then save the entries.

4) Housing Infotype 581

STEP I

Transaction PA 30


in the info type field. Then click on the create icon on top of the screen. Then Housing Infotype

0580 screen will appear.

STEP II

Enter the date in the start date filed and select the housing type. Select the City Category and

enter the rent amount. Save the entries.

The system dynamically updates the Basic Pay infotype (0008), with respective wagetype and

the amount based on the Housing type selected in IT581.

292

5) Car and Conveyance Infotype 0583

Transaction PA 30


in the info type field. Then click on the create icon on top of the screen. Then car and

conveyance Infotype 0583 screen will appear.

STEP II

Enter the date in the start date filed and select the conveyance type. Enter the car details if you

selected Car scheme. Save the entries.

The system dynamically updates the Basic Pay infotype (0008), with respective wagetype and

the amount based on the Conveyance type selected in IT583.

6) Section 80 Deductions Infotype 585

STEP I

Transaction PA 30


in the info type field. Then click on the create icon on top of the screen. Then Section 80

Deductions info type screen will appear.

293

STEP II

In this screen enter the amounts against each sub section in the proposed contribution or in the

actual contribution field he contributions for the current financial year. The Limit & Tax

exemptions and currency of the each contribution are defaulted. Then save the entries.

The tax exemption is calculated during the payroll run.

7) Section 80 C Deductions Infotype 586

STEP I

Transaction PA 30


in the info type field. Then click on the create icon on top of the screen. Then Section 80 C

deductions info type screen will appear.

STEP II

In this screen enter the amounts in the proposed investment field or in the actual investment

field in respect of the contributions for the current financial year. The Limit and currency of the

each investment are defaulted. Then save the entries.

The tax rebate is calculated during the payroll run.

294

8) Provident fund contribution Info type 587

STEP I

Transaction PA 30


in the info type field. Then click on the create icon on top of the screen. Then Provident fund

contribution info type screen will appear.

STEP II

In this Info type screen enter the provident fund and Pension Trust ID employee belongs to.

Enter the PF Number & Pension Number of the employee in the fields. Enter the VPF % in the

VPF field if the employee opted for voluntary PF contribution.

Basis of contribution is selected as PF Basis by default.

Select the check box ‘Contribution towards Pension’ and save the entries.

PF contribution will deducted from employee salary during the payroll run.

295

Other statutory Deductions Info type 588

Professional tax (Subtype 0003)

STEP I

Transaction PA 30


in the info type field and select the subtype Professional tax in the subtype field. Then click on

the create icon on top of the screen. Then other statutory deductions screen of PTax will

appear.

STEP II

In this screen enter the start date of professional Tax deduction in the From Field and also

select the check box ‘Eligible for PTax field’. Then click on save icon.

PTax is calculated and deducted during monthly payroll run.

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Payroll Process

Simulation (Test Run):

Before you start the payroll run for all employees, you can run a Pay roll simulation for individual employees. To do this follow the below path. & procedure.

STEP I

From the SAP Easy Access screen, choose Human Resources � Payroll � Asia/Pacific� India� Payroll Accounting � Simulation or TC PC00_M40_CALC_SIMU

Now Double click on Simulation or Select the Simulation and Enter. Then Payroll Driver, India Screen will appear.

STEP II

In this screen first enter the Payroll Area as 26 and select the current period or other period Radio button depends upon running the payroll.

Enter the personnel number and payroll area in those fields. In the schema field Schema IN00 is defaulted, change this to ZN00.

Select the Display variant remuneration statement field to show the Remuneration statement. Then click on Execute icon of the top of the screen.

STEP III

In the Display Log screen Successful Personnel numbers and Rejected Personnel numbers will be displayed. If the rejected personnel numbers are displayed, we have to correct the master data according to the error message.

To see the remuneration statement click on the Display form icon on the top of screen. Then Remuneration statement will be displayed.

Release the payroll:

STEP I

297

From the SAP Easy Access screen, choose Human Resources�Payroll�Asia/Pacific� India� Payroll Accounting � Release payroll or TC PC00_M99_PA03_RELEA

STEP II

Now Double click on Release payroll or Select the Release payroll, then specify the payroll area 26 for which you want to release payroll in popup box confirm the message to continue.

Start payroll

STEP I

From the SAP Easy Access screen, choose Human Resources� Payroll Asia/Pacific� India� Payroll Accounting �Start payroll or TC PC00_M40_CALC

Here Double click on Start payroll or Select the Start payroll and enter. Then payroll Driver, India Screen will appear.

STEP II

In this screen Payroll area, current period, schema fields are defaulted. Select the check box in the test run field.

Select the Display variant remuneration statement field to see the remuneration statement

Then click on Execute icon of the top of the screen.

STEP III

The Display Log screen will appear in the Display Log Screen. Then Select the Form Icon for Displaying the “PAY SLIP” or Remuneration statement.

STEP IV

If no errors in the Display Log, deselect the check box in the test run field and Execute the payroll again.

The payroll has been run for all P.Nos of the payroll area

Released for corrections

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll � Asia/Pacific� India�

Payroll Accounting � Corrections or TC PC00_M99_PA03_CORR

298

STEP II

Here Double click on Corrections or Select the corrections and enter to release for corrections. Now the master data is unlocked for corrections.

Then maintain the required master data in the info types as per the errors displayed in the Display log.

Repeat the process of Release the payroll and Start payroll.

Repeat these steps until payroll has been performed for all personnel numbers successfully

without errors.

Check Results

STEP I

From the SAP Easy Access screen, choose Human Resources Human Resources �Payroll � India� Payroll Accounting � Check Results or TC PC00_M99_PA03_CHECK.

STEP II

If any errors are displayed in the payroll log after executing the payroll, then it should be corrected.

Exit payroll

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll � Asia/Pacific� India�

Payroll Accounting � Exit payroll or PC00_M99_PA03_END

STEP II

‘Exit Payroll’ dialog message appears, confirm the message

When you exit payroll, payroll is finished for all the personnel numbers in the payroll area and the payroll period is complete. The personnel numbers for the payroll area can be processed again.

299

Generation of Statutory Reports

PF Monthly Reports

1) Form 5 - Return of Employees qualifying for membership

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll � Asia/ Pacific� India�

Subsequent Activities� Per Payroll period� Legal Reports�Employees Provident fund� Form5,

Form10 & From12A� or TC - PC00_M40_EPF

STEP II

Here Enter the following details: � Payroll Area. � Period � PF Trust ID � Report Name as Form 5

Select ‘Execute’ button

2) Form 10 - Return of Members leaving the service

STEP I

From the SAP Easy Access screen, choose Human Resources � Payroll � Asia/ Pacific� India� Subsequent Activities� Per Payroll period� Legal Reports�Employees Provident fund� Form5, Form10 & From12A� or TC - PC00_M40_EPF

STEP II

Enter the following: � Payroll Area. � Period � PF Trust ID � Report Name as Form 10


3) Form 12A- Monthly contribution statement

STEP I

From the SAP Easy Access screen, choose Human Resources� Payroll �Asia/ Pacific� India� Subsequent Activities� Per Payroll period� Legal Reports�Employees Provident fund� Form5, Form10 & From12A� or TC - PC00_M40_EPF

300

STEP II

Enter the following: � Payroll Area. � Period � PF Trust ID � Report Name as Form 12A


PF Annual Reports

1) Form 3A - Contribution Statement For Unexempted Establishments

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll �Asia/ Pacific� India� Subsequent Activities� Annual � Legal Reports�PF�Annual PF Report ( Form 3A , Form 6A ) or TC - PC00_M40_PFY

STEP II

Enter the following: � Payroll Area. � PF Trust ID � Year � Report Name FORM3A


2) Form 6A -Consolidated Contribution statement

STEP I

From the SAP Easy Access screen, choose Human Resources� Payroll� Asia/ Pacific� India� Subsequent Activities� Annual � Legal Reports�PF�Annual PF Report ( Form 3A , Form 6A ) or TC - PC00_M40_PFY

STEP II

Enter the following: � Payroll Area. � Period � PF Trust ID � Report Name as Form 6A


Pension Monthly Reports

301

1) Form 4 - Return of Employees qualifying for membership

STEP I

From the SAP Easy Access screen, choose Human Resources � Payroll � Asia/ Pacific� India� Subsequent Activities� Per Payroll period� Legal Reports�Pension� Form4,Form5 & Form6 with Annexure for Trust wise Detls� or TC - PC00_M40_EPN

STEP II



2) Form 5 -Return of Members leaving the service

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll �Asia/ Pacific� India� Subsequent Activities� Per Payroll period� Legal Reports�Pension� Form4,Form5 & Form6 with Annexure for Trust wise Detls� or TC - PC00_M40_EPN

STEP II



3) Form 6 -Monthly contribution statement

STEP I

From the SAP Easy Access screen, choose Human Resources � Payroll �Asia/ Pacific� India� Subsequent Activities� Per Payroll period� Legal Reports�Pension� Form4,Form5 & Form6 with Annexure for Trust wise Detls� or TC - PC00_M40_EPN

STEP II

Enter the following: � Payroll Area. � Period � PF Trust ID

302

� Report Name - FORM6 1995


Pension Annual Reports

1) Form 7 (FPF) - Yearly Reports in Detail for Exempted Establishment

STEP I

From the SAP Easy Access screen, choose Human Resources � Payroll �Asia/ Pacific� India� Subsequent Activities� Annual � Legal Reports�Pension�Annual Pension Reports (Form8, Form 7 ) or TC - PC00_M40_PNY

STEP II

Enter the following: � Payroll Area. � PF Trust ID � Year � Report Name FORM 7(EPF)


2) Form 8 (FPF) -Yearly Report For Exempted Establishment - 1971/95

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll�Asia/ Pacific� India� Subsequent Activities� Annual � Legal Reports�Pension�Annual Pension Reports (Form8, Form 7 ) or TC - PC00_M40_PNY

STEP II

Enter the following: � Payroll Area. � Period � PF Trust ID � Report Name as Form 8(FPF)


Professional Tax Monthly Return

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll�Asia/ Pacific� India�

Subsequent Activities� Per Payroll period� Legal Reports�Professional Tax� Professional Tax

Reports or PC00_M40_PTX

STEP II

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1) Enter the following: � Payroll Area. � Period � PT Group � State /Region

2) Select ‘Execute’ button

Form 16

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll�Asia/ Pacific� India� Subsequent Activities� Annual � Legal Reports�Income Tax� Form 16 or PC00_M40_F16

STEP II

1) Enter the following: � Payroll Area. � Company code � Taxation Year � Report Name FORM3A


Form 24

STEP I

From the SAP Easy Access screen, choose Human Resources �Payroll�Asia/ Pacific� India� Subsequent Activities� Annual � Legal Reports�Income Tax� Form 24 or PC00_M40_F24

STEP II

1) Enter the following: � Payroll Area. � Company code � Taxation Year


304

Features Used In Payroll:

ABKRS

305

TARIF

LGMST:

306

40EPF:

40ECS:

307

40CLM:

16EVA:

40LTR:

308

40SAN:

40LCM:

40PTX:

309

40ECC:

OCEDT:

ALOAN:

310

EDTIN:

EDPDF:

311

DTAKT:

PPMOD:

NUMKR:

PINCH:

312

VDSK1:

PLOGI:

SCHKZ:

TMSTA:

313

QUOMO:

PFREQ:

314

Monthly Payroll-Run- End User manual:

Simulation Run Payroll

We can simulate payroll for individual employees before performing the regular

payroll run for all the employees in an enterprise.

If we have made any changes to an employee’s master data, which may lead to

far-reaching changes in his or her payroll results, stimulation comes into play.

In this way, we can recognize sources of errors in time to make corrections before

the regular payroll run.

We can even simulate payroll for individual employees at any time during the

regular payroll process, in order to trace the cause of any errors.

A simulation run corresponds to a regular payroll run with the following restrictions:

• The results of a simulated payroll run are not saved on the data base. We

can view and print the results in the payroll log.

• The system does not lock any master data. • The current payroll period in the payroll control record is not changed.

• The steps Release payroll and Exit payroll do not apply.

Simulation of Payroll Path:-

315

1. From the SAP Easy Access screen, choose Human Resources � Payroll � Asia / Pacific � India� Payroll Accounting� Payroll Simulation in the SAP

menu. Screenshot:

After entering the above details, click “Execute” button. Then, payroll schema

will run payroll and displays the Payroll Log and Pay slip.

2. Enter the necessary data and choose “Execute” button. We can access the initial screen of the payroll program.

The Test Run (No Update) indicator is set and cannot be changed.

Releasing Payroll

This is to release the Payroll Area to enable the Payroll Driver to run payroll. When we release payroll system automatically increase the payroll period by 1 from the existing payroll period.

Path:-

Enter Payroll Area number

25 – Payroll Area Nationals

Enter P.No, we want to run payroll.

If we do not enter P.No, payroll will run for

whole Payroll Area 25; choose the period

to be return.

Enter the schema “ZN00”.

This is the schema designed for Cairn

Energy National Employees

Select the Variant Remuneration

Statement, to view Pay slip.

This is the test Run

316

1. From the SAP Easy Access screen, choose Human Resources � Payroll �Asia/Pacific � India� Payroll Accounting� Release Payroll in the SAP

menu.

Screenshot:

2. Choose Yes.

We can run payroll for this payroll area.

The system has increased the period number in the payroll control record for the payroll area by 1. The payroll control record is used to lock the personnel numbers in the payroll area for changes to the master and time data reflecting the past and

present.

Start Payroll (Live Payroll)

We have released the payroll area or areas for which we want to run payroll.

Path:-

1. From the SAP Easy Access screen, choose Human Resources � Payroll � Asia / Pacific � India� Payroll Accounting� Start Payroll in the SAP menu.

We can access the selection screen of the payroll program as shown in the

Step Simulation Payroll.

2. Enter the data required.

� The current period indicator is set in the Payroll period group. Depending on the payroll area specified, the system reads the current

period from the payroll control record.

If we flag Display log, we get a detailed payroll log after the payroll run.

317

� The Test run (no update) indicator must not be flagged because otherwise the system will not save the payroll results.

3. Choose Program Execute button.

� The system performs payroll (usually in the background). If errors

occur, we will get a list with the relevant error messages after payroll.

Use the error messages to check whether personnel numbers have been rejected or not selected.

� If personnel numbers are rejected or not selected, we must not exit the

payroll program. We must correct the master and time data (Infotype) for the relevant employee and finally perform a correction run.

Displaying the Payroll Log

The payroll log gives us clear and detailed information on the payroll run and its

results. It is divided into different levels that we can display depending on the

amount of detail required.

The General data level gives information on the processed data and shows the

payroll schema used by the system.

The Successful personnel numbers and Rejected personnel numbers include

processing of the schema for each personnel number

• Navigation in the log tree.

To display lower levels, click on the structure node belonging to the level that

we wish to open. To display all levels behind a higher level, place the cursor on the relevant level and choose Expand.

• Old log

If we use customer functions with their own logs, we can display these logs by clicking on the Old log pushbutton.

If Payroll is running retroactively, for any employee, we can display the details of

Retro Active results

318

Screenshot:

Correcting Payroll-Relevant Master and Time Data

When we run payroll occurrence of in error is possible. To complete the payroll run successfully, it is necessary to correct the master data of the employee.

Path:-

1. From the SAP Easy Access screen, choose Human Resources � Payroll � Asia / Pacific � India� Payroll Accounting� Corrections in the SAP menu.

The Payroll log displays the

sequential steps of Payroll

Run

The status of Selected and

Rejected P.Nos

Click here to view the

Remuneration Statement

319

Screenshot:

2. Choose Yes

The system sets the payroll status for the payroll area to Released for correction. Master and time data processing for the personnel numbers in the payroll area has been released again.

3. Choose Human resources � Personnel management � Administration� HR

master data � Maintain. (PA 30)

4. Correct the relevant infotypes. Running Payroll for Error P.Nos

Now, we have released the payroll area or areas for which we want to run payroll.

1. From the SAP Easy Access screen, choose Human Resources � Payroll � Asia / Pacific � India� Payroll Accounting� Start Payroll in the SAP menu.

We access the selection screen of the payroll program as shown in the step

Simulation Payroll

2. Enter the data required.

� The current period indicator is set in the Payroll period group. Depending on the payroll area specified, the system reads the current period from

the payroll control record.

If we flag the Display log, we get a detailed after the payroll run

� The Test run (no update) indicator must not be flagged because otherwise the system will not save the payroll results.

320

3. Choose “Program Execute” button.

� The system performs payroll (usually in the background). If errors occur, we will get a list with the relevant error messages after payroll.

Use the error messages to check whether personnel numbers have been

rejected or not selected.

Simulating a Posting Run

We recommend that we simulate a posting run both before and after completing (Exit Payroll) payroll. In this way, we can recognize posting-relevant errors in the payroll results early on, and avoid errors when creating a live posting run.

We can repeat simulation of posting runs as often as we require, as this does not,

unlike creating a live posting run, lead to the payroll results being selected.

Note: - The detailed explanation has been provided in the section posting to Accounts User Manual.

Exiting Payroll

We have made all master data corrections, have run payroll for all the employees of the Payroll Area with out errors.

Path:-

1. From the SAP Easy Access screen, choose Human Resources � Payroll �Asia/Pacific � India�Payroll Accounting�Exit Payroll, form the SAP menu.

Screenshot:

2. Choose Yes

When we exit payroll, payroll is finished for all the personnel numbers in the payroll area and the payroll period is complete.

321

� If we want to exit the payroll run for several payroll areas, it is easier to use the payroll control record. To do so, proceed as when releasing several

payroll areas.

� If we exit payroll using the payroll control record, we can simultaneously change the earliest possible retroactive accounting period for the relevant

payroll area.

� As long as we have not performed the payroll run without errors, it is not suggestible to change the earliest possible retroactive accounting period. For this reason, we can only make entries in this field in the payroll control

record after we have chosen End of payroll and before we save the payroll control record.

Display Payroll Results We can use report H99_DISPLAY_PAYRESULT (Display Payroll Results) to display the payroll results for one or several personnel numbers.

Path:-

1. From the SAP Easy Access screen, choose Human Resources � Payroll �Asia/Pacific � India� utilities�Cluster display from the SAP menu.

Screenshot:

2. Enter the personnel numbers

Double click on the line to view

the details and Results tables

322

The symbol in the Results column shows if there are results available in the selected period.

� Results exist (Green Symbol)

� No results exist (Red Symbol)

� We have no authorization to display results (Grey colour Symbol)

If the current personnel number is no longer selected (for example because we selected a column), we can renew the selection by choosing Update

Result.

3. Overview of all the payroll results for a personnel number (cluster CU) 4. Overview of Tables for a Payroll Result

We have displayed the payroll results for a personnel number. If we want to

display the tables for a payroll result, select this payroll result and choose Display Overview. The system displays the overview of all tables of the

payroll result that are relevant to the country of the employee, and the number of entries per table.

Remuneration Statement

In the Remuneration Statement, SAP R/3 lists amounts and information for the

employee per payroll period. This includes, for example:

• Gross amount (for example, payments)

• Net amount (for example, after deductions)

• Outgoing payment (for example, bank transfer)

• Additional information (for example, organizational assignment, leave, notes to the employee)

•

1. We can access the Pay slip, directly while running payroll, using Payroll Driver. •

2. After Payroll run and exiting the payroll run, we can generate the Remuneration Statement.

Path:

1) From the SAP Easy Access screen, choose Human Resources � Payroll

�Asia/Pacific � India�Payroll Accounting�Remuneration Statement, from the SAP menu.

Screenshot:

323

2) Enter the details as mentioned and Chose “Execute” button.

The Remuneration statement will appear as shown in the following screenshot.

Enter Payroll Area number

25 – Payroll Area Nationals

Enter P.No, to view Payslip of one

employee. Do not enter P.No, to view for

entire Payroll Area 25

324

Double-clicking on a sub-schema will take you to the maintenance screen for that schema.

Double-clicking on any of the rules (PCR's) will take you to the rule editor. You can tell the difference between sub-schemas a rules by looking at the parameters. The name of the sub-schema can be found in the Par 1 column. The main schema generally calls all the different sub-schemas. The sub-schemas will then call the payroll rules. In most cases, when a rule is called, there will be parameters in the Par 2 or Par 3 columns.

In the main, most sub-schemas are called by the "copy" command.

Schemas, rules and features in SAP use the following line editor commands. This allows you to move, delete, copy and insert lines. All the commands are entered in the area used for the line numbers. Overwrite any of the numbers with the commands shown below. For the commands using 1 letter - hit the return key once you have entered the letter. For the commands using 2 letters - hit the return key after the first 2 letters have been entered or after both sets have been entered.

The most commonly used commands are:

Line Command Description

D Deletes a line

I Inserts a line

M Moves a line

C Copies a line

DD Indicates the start of a block to be deleted

DD Indicates the end of a block to be deleted

CC Indicates the start of a block to be copied

CC Indicates the end of a block to be copied

MM Indicates the start of a block to be moved

MM Indicates the end of a block to be moved

Once you have chosen the block to move or copy, you need to show where to move or copy it to in the schema. The following commands indicate where you can copy or move the lines to.

Line Command Description

A Places the block after the chosen line

B Places the block before the chosen line

Remember when calling the PCR from the schema: GEN means that the wagetype is **** i.e. you haven't specified

one and NOAB means that it will look at any EE Sub-Grouping. If you want the rule to use specific wage types or groupings, then leave either blank.

Use the print option and VAR (PAR 2) in the schema to output the variable table during processing.

325

Position is very important for schemas. Look to see where a similar piece of processing has taken place. If in doubt, place the rule after the similar data has been read and processed.

Commonly used Functions

Function Description

PIT Process Input Table

PRT Process Results Table

COPY Calls a schema placed in PAR1.

BLOCK Defines the start and end of a nested node

IF/ELSE/ENDIF The schema is processed if the condition is fulfilled

Pxxx Processes the information held in infotype xxxx.

ACTIO Actio calls a PCR. It is processed, irrespective of whether the wage type exists

or not.

Commonly used Parameters

Parameter Description

GEN Process any wage type

9000 Processes only wage type 9000

NOAB Process for any EE sub-group groupings

1 Processes the rule only for EE sub-group grouping of 1

Payroll PCR's

Transaction Code: PE02

Menu Path:

Human Resources Payroll Europe Great Britain Tools Maintenance Tools Rules

Commonly used operations in payroll configuration

Operation Description

*

This covers all the remaining entries not already specified. If you leave the line

blank for the operation then the WT is dropped. Remember you always have to

have an option for * in your PCR.

326

ADDCU Cumulates the wage type into the relevant cumulation (/101...) and

valuation(/201...) wage types

ADDNA * From the IT, Number and Amt are cumulated into the OT. Blank is OT whilst E

refers to the RT.

ADDNA 4067 Current Num and Amt are added in to wage type 4067.

ADDWSE9N03 This operation is very similar to ADDWT. The only difference is that it writes

the value to table V0 as well

ADDWSI* Store the current wage type in the IT.

ADDWT * Store wage type in IT/OT

ADDWT 1103 All the current values for amt, num and rte are added to the values that are

currently held in wt 1103

ADDWT&T Adds the current wage type to the variable table as T - which can be used at a

later stage

ADDWTA* The values in the wage type are copied to the previous employer table VAG -

called in the rules XDPI, XDPR & XDPT

ADDWTC* The values in the current wage type are added into the CRT

ADDWTC/101 The values in the current wage type are added into the CRT for the technical

wage type /101

ADDWTD* The values in the current wage type are added into the Difference table DT

ADDWTD/551 The values in the current wage type are added into the difference table DT for

the technical wage type /551

ADDWTD/APO Add the current wage type to the difference table (DT)

ADDWTE Store amount in Results Table (RT) - difference with line below

ADDWTE* Add the current wage type to the results table RT

ADDWTE/101 Add the current wage type to the results table as /101

ADDWTH/201 Add the current wage type to the old results table (ORT) as wage type /201

ADDWTI* Add the current wage type to the input table IT

327

ADDWTI/101 The values in the current wage type are added into the input table IT for the

technical wage type /101

ADDWTL* Add the current wage type to the results table last payroll (LRT)

ADDWTN Used in XLON

ADDWTN/LRP (Loans - XLON)

ADDWTW Add the current wage type to the wage maintenance table

AMT- 9023 Subtract amount field from wage type 9023 from Table IT (if wage type 9023 is

available.)

AMT%33.33 Multiply the amount by 33.33%

AMT%KSAPRO Multiply the amount by the value SAPRO held in table T511k

AMT-& T Amount minus the value held in variable T

AMT*-1 Amount multiplied by negative 1

AMT*12 Multiply amount by 12

AMT*KGENAU

Multiply the amount by the constant GENAU held in table T511k. GENAU is

used to factor up by 4 or 5 factors of 10 to avoid the issue of errors caused by

rounding.

AMT-.04 Subtract 0.4 from the amount field

AMT/2 Divide the amount by 2

AMT/KGENAU Divide the amount by the factor GENAU held in the constants table T511k

AMT/KPKWPR Amount divided by the constant PKWRP held in table T511K

AMT/KZF001 Amount is divided by constant ZF001 from table T511K

AMT? * Compare the value held in the amount field for all wage types

AMT? /GPY Compare the value held in the amount field for wage type /GPY

AMT?& ZAPR Compare the value held in the amount field against the constant ZAPR

328

AMT?0 Compare the value held in the amount field against 0

AMT?E /167 Compare the amount against the value of the amount held in the results table

RT for wage type /167

AMT?IGRUEB Compare the current amount against the limit held for the bank transfer

AMT+ /564 Add the amount from wage type /564 from the IT

AMT+ 0001 Add amount field from wage type 0001 from Table IT (if wage type 0001 is

available.)

AMT+ 9013 Add amount field from wage type 9013 from Table IT (if wage type 9013 is

available.)

AMT+& ZSAP Add the value held in the variable ZSAP to the amount for the current wage

type being processed

AMT+E 910B Add the current amount to the RT and place in wage type 910B

AMT+O /ZPO Add Amt from wage type /ZPO into VORT (Summarised ORT)

AMT< /562 Checks whether the currently held amount is less that that held in the wage

type /562

AMT= * This sets the amount = zero for the wage type in question

AMT= /111 Store the value in the amount field of wage type /111 in the amount field of

wage type 2110

AMT= 1000 Store the value in the amount field of wage type 1000 in the amount field of

wage type 2110

AMT= BETRG Let the amount equal the value held in the BETRG (amount) field for the wage

type in question

AMT= PKWWR Reset the amount on wage type xxxx to that held in the value for KWWR held

in T511K

AMT= PLANS Sets the amount = position number

AMT=& /426 Set the amt = amt held on technical WT /426

AMT=& TASA Reset the amount on wage type xxxx to that held in the temporary wage type

TASA

329

AMT=0 Let the amount equal zero

AMT=A * The amount is set to the value held in the table VAG - previous employee data

AMT=E * Lets the Amt = the Amt held for the current wage type in the RT

AMT=E /167 Lets the Amt = the Amt held for technical wage type /167 in the RT

AMT=KSAPLR Set the amount = the value SAPLR held in table T511k

AMT=L * Lets the Amt = the Amt held for the current wage type in the LRT - last result

table

AMT=L /561 Lets the Amt = the Amt held for the wage type /561 in the LRT - last result table

AMT=N /LBB Add the amount value in technical loan wage type /LBB (loan balance) to

specific loan balance wage type

AMT=N /LOP Add the amount value in technical loan wage type /LOP (loan payment) to

specific loan payment wage type

AMT=N /LRP Add the amount value in technical loan wage type /LRP (loan repayment) to

specific loan repayment wage type

AMT=Q /GPY Lets the Amt = the Amt held for the wage type /561 in the OCRT - old

cumulative result table

AMT=ZERO Reduce the value in the amount field to zero

AMT>* "Maximum formation: The greater value of * and the current value of the AMT

field is determined and written to the current AMT field."

AMT-1 Multiply the amount by -1 - I think this should be subtract 1 from the amt

AMT50 If the amount field value is smaller than 50, it is retained. Otherwise it is set at

50 (forming a minimum amount).

AMT-E /167 Subtract the Amt value held in the RT for /167 from the currently stored amount

AMT-K43301 Take the value held against payroll constant 43301 from the annual salary

AMT-O /167 Subtract the Amt value held in the ORT for /167 from the currently stored

amount

AMT-R 9019 Amt for the current wage type less the value held in the RT for 9019 (Results

330

wage types using exact splits)

AMTS /564 Subtraction to zero - the value cannot be less than zero.

AMTS* Subtraction to 0 (not negative) for the current wage type

AMTS* 9013 Subtraction to 0 (not negative). Current wage type less 9013

AMTSE 9043 Subtraction to 0 (not negative). Current wage type less Amt held in the RT for

wage type 9043

BTREC /558

"Sets the recipient data for bank transfers. Can only be run after bank transfer

data has been read from an infotype. Data on wage type and amount are

transferred from the current fields (OT) and retained in the transfer table

together with data on the recipient of the record last read."

CMPER 0510 Compares the current amount with that held for period 10 in year 05.

D Expect a decision in this line

D AMT?0 The amount field value is compared with 0, and the result ('>', '=' or '<') is

placed in the variable key.

D VWTCL 01 Make a decision on processing class 01

DIVID ANR Divide the amount by the number and store the result in the rate field

DIVID ARA Divide the value in amount field by the value in the rate field and put the result

in the amount field

DIVID ARR Divide the amount by the rate and store the answer in the rate for the

wagetype

DIVID NRN Divide the number by the rate and store the answer in the number field

ELIMI * Eliminate all splits

ELIMI A Eliminate splits - work center period (WPBP)

ELIMI K Eliminate splits - cost accounting

ELIMI KTX Eliminate the splits for cost accounting, alternative payments and variable

assignment

ELIMI R Eliminate splits - employee sub-group grouping for PCRs

331

ELIMI T Eliminate splits - alternative payments (ALP)

ELIMI U Eliminate splits - bank transfer (BT)

ELIMI X Eliminate splits - variable assignment

ELIMI Y Eliminate splits - absence assignment

ELIMI Z Eliminate splits - time unit

ERROR Processing terminates for the current employee

FILLF A Restore the original values for the amount - i.e. The values that were held for

the amount field in the WT before any processing in this rule

FILLF N Restore the original values for the number - i.e. The values that were held for

the number field in the WT before any processing in this rule

FILLF NRA

Restore the original values for the number, rate and amount - i.e. The values

that were held for the number, rate and amount fields in the WT before any

processing in this rule

FILLF R Restore the original values for the rate - i.e. The values that were held in the

WT before any processing in this rule

GBVRT

"GB specific processing of AWE operation GB specific operation to overwrite

the average RATE of wage type /MAE in table RT in case of a retro

calculation."

GCY ZUM2 Call PCR ZUM2

GCYGXALQ Calls PCR XALQ for all wage types - sets wage type to ****

GEWRT Elimination of WPBP split in the RT

GSXP2 New Changes Across End of Year solution active for GBSXP phase 2

GSXPD

Check on Implementation Date of AVERA for SxP AWE. Called in GG70 and

ensures that the old and new technical wage types for averages don't both

exist.

LRTST Y Evaluates the status of the LRT table. Processing is only continued if the

previous month falls in the current year.

MEANV 01 Calculation of averages for 01 (from table T511A)

332

MEANVG03 Calcualation of averages for 03 (from table T511A) - not sure what the G

implies

MESSGxxxxx Can use a 5 character message. Comes up whether the log is turned on or off.

Can be used as a customised error message.

MODIF 1=02 Sets the modifier for Wage type generation (T510S) to 02 as the employee

grouping

MODIF 2=01 Sets the modifier for Constant valuations (T510J) to 01 as the employee

grouping

MODIF A=01 Sets the modifier for the absence valuation rule (T544C) to 01

MULTI ANN Multiply the amount by the number and store as the number field for the wage

type

MULTI NRA Multiply the value in number field by the value in the rate field and put the

result in the amount field

NEXTR

Process the next line. Placing an * in the last column in the operation column

has the same effect as "nextr". Remember to put a letter or number in the next

line under the NL column.

NEXTR A Continuation line. A...Z followed by 0...9 Don't forget to put in the letter

following the NEXTR in the continuation line of the next line.

NEXTR B Continuation line. A...Z followed by 0...9 Don't forget to put in the letter

following the NEXTR in the continuation line of the next line.

NUM* BSGRD Multiply the value in the number field by the value held against the capacity

utilization level on infotype 0008

NUM*1.5 Multiply the value in the number field by 1.5

NUM/100 Divide the value in the number field by 100

NUM?0 Test the value in the number field against 0

NUM+ 3710 Add the value in the number field of wage type 3710 to the number field in the

WT being processed

NUM+& ZNIL Adds the number held in the temporary variable ZNIL to the currently held

value for the number

NUM+39 Add a value of 39 to the number field

333

NUM+C 3000 Add to the NUM value from wage type 3000 held in the CRT table - to the NUM

value of the WT being processed

NUM+E /852 Adds the number held in technical wage type /852 to the currently held value

for the number

NUM+TSAP**

Adds the number from the partial period parameter for the paid absence

measured in working hours for xx is the sum of all paid absences (totalled over

all classes)

NUM= 3000 Set the current NUM to the value held in wage type 3000

NUM= ANZHL Transfers the value of the ANZHL field to the number field.

NUM= BWGRL Sets the number equal to the valuation basis per hour

NUM= EMPCT NUM = Capacity utilization level from P0007 (called record layout fields in SAP

Help)

NUM= PLANS Sets the number equal to the position number of the employee

NUM= STDAZ Sets the number equal to the number of hours taken from IT 0007

NUM=& ZSHF Sets the number equal to the number held in the temporary variable ZSHF

NUM=0 Set the number field to zero

NUM=39 Store 39 in the number field

NUM=BJRSTD Sets the number equal to the position number of the employee

NUM=BTGSTD Sets the number equal to the daily hours worked by the employee

NUM=BWOSTD Sets the number equal to the weekly hours worked by the employee

NUM=E /SSP Set the NUM = the value of /SSP held in the results table

NUM=GSDIVP Sets the number equal to the working hours for the employee for the entire

payroll period

NUM=GSSOLL Set the number = planned working time measured in working hours taken from

the work schedule rule

NUM=TSAU** See part period parameter help (function PARTT)

334

NUM=TSAX** See part period parameter help (function PARTT)

NUM=TSDIVI See part period parameter help (function PARTT)

NUM=WOSTD See part period parameter help (function PARTT)

NUM=YCURPP Set the NUM = current payroll period (?)

NUM-51 Reduce the hours held in the number field by 51

NUM-E /845 Take away the number for technical wage type /845 held in the RT from the

currently held number

NUM-TSDIVP Current value in the number field less the total working time measured in

working hours taken from the total working time in payroll accounting period

OPIND Evaluates operation indicator - used immediately after a database record has

been read. Multiplies by -1.

OUTWPABART Load Work Center and Basic Pay Data - payroll area

OUTWPCTYMO Load Work Center and Basic Pay Data - country modifier

OUTWPPAYSB Decide which payroll accounting area the employee is in

OUTWPPERSB Load Work Center and Basic Pay Data - employee sub-group

OUTWPPERSG Load Work Center and Basic Pay Data - employee group

OUTWPPLANT Load Work Center and Basic Pay Data - personnel area

OUTWPPLTSC Load Work Center and Basic Pay Data - personnel sub-area

OUTWPSHIFT Load Work Center and Basic Pay Data - shift indicator

OUTWPTRFAR Load Work Center and Basic Pay Data - pay scale type

OUTWPWWEEK Load Work Center and Basic Pay Data - working week from IT 0007

PCY X05D* Runs PCR X05D for all employee subgroup groupings

PCY X93B Runs PCR X93B

PPPAR A Reads part period parameters: leavers during payroll period

335

PPPAR B Reads part period parameters: paid absences during payroll period

PPPAR E Reads part period parameters: new joiners during payroll period

PPPAR F Reads part period parameters: leavers on the first day of the next payroll

period

PPPAR P Reads part period parameters: if the time unit for the payroll area is different to

the time unit for the pay scale type and area

PPPAR R Reads part period parameters: is the employee is in an active work centre?

PPPAR S Reads part period parameters: basic pay changes during payroll period

PPPAR U Reads part period parameters: for unpaid absences in the period

PRINT Prints the IT

PRINT& WTG Prints WTG from the variable table

PRINTC Prints the contents of the CRT

PRINTE Prints the contents of the RT

PRINTL Prints out the contents of the old results table (LRT)

PRINTO Prints the summarised ORT (VORT)

R Employee work centre is inactive, therefore do nothing

R51P1?10N You want to know if there is an entry in table T51P1 with indicator 10 for the

current IT wage type. If an entry is found, processing should be continued.

R51P1=01R You want to read the entry in table T51P1 with indicator 01 for the current IT

wage type, and store it in the OT table. If an entry is found it should be rejected

R51P6A

"Operation R51P6 reads an entry from table T51P6. This table determines the

characteristics of the deduction wage types. The value of the arrears

characteristic should be placed in the variable key."

RE510T Read Pay Scale Table - group and level

RESET * Sets the splits back up again - has the opposite effect to the ELIMI * operation.

RESET 1 Resets the first national split (/SI)

336

RESET AR

Resets the amount and the rate - is the opposite of ELIMI. Reset * - resets all

the split indicators. Give the meaning of all the other variables elsewhere in the

document.

RESET KR Resets the cost accounting and employee subgroup grouping values

RESET R Resets R - is the opposite of ELIMI - resets the employee subgroup groupings

for the employee

RETRO Checks if the payroll run is a retroactive accounting run

ROUND Rounds off the AMT field - see SAP help for specifics

ROUND 005 Rounds the AMT field up so that it is divisible by 005

ROUND +100 Rounds the AMT field to the next available number

ROUNDA Rounds off the NUM field - see SAP help for specifics

ROUNDB Rounds off the RTE field - see SAP help for specifics

ROUNDG Rounds off the AMT field - see SAP help for specifics

RTE%33.33 Multiply the value held in the rate by 33.33% - so effectively multiply by .3333

RTE-& HALF Subtract the value held in the constant HALF from the rate

RTE* BSGRD Multiply the value held in the rate by the capacity utilization level field on

infotype 0008

RTE*-1 Multiply the rate by negative 1 - effectively switch the sign for the value

RTE*100 Multiply percentage held in rate field by 100

RTE*KGENAU Multiply the rate by the constant GENAU held in table T511k

RTE*KGENAU Multiply the value in the rate field by the payroll constant GENAU (10,000).

RTE/100 Rate divide by 100

RTE/GKDIVI RTE/ total working time in calendar days

RTE/TADIVI RTE/ total working time in working days

337

RTE/TASOLL RTE/ planned working time measured in work days

RTE/TKDIVI RTE/ Total working time measured in calendar days

RTE/TSDIVI Divide the value in the rate field by the worked hours for pay period being

processed.

RTE/TSDIVP RTE/ total working time measured in working hours

RTE?& VLBS Check to see how the current rate compares against the value held in the

temporary variable VLBS

RTE?0 Check to see how the current rate compares against a value of zero

RTE+ 1001 Adds the rate held in wage type 1001 to the currently held rate

RTE+& MM Adds the rate held in the variable MM to the currently held rate

RTE+* Adds the current rate to the IT

RTE+100.00 Adds a value of 100 to the currently held rate

RTE+BBETRG Add the amount from table to the currently held rate

RTE+TKAU10 Add the unpaid absences measured in calendar days for counting class 10

from table T554C

RTE= 1001 Set the rate equal to the value held in the rate field for wage type 1001

RTE= BETRG Set the rate equal to the amount

RTE= BSGRD Set the rate equal to the capacity utilization level held on infotype 0008

RTE= BWGRL Sets the rate equal to the valuation basis per hour

RTE=& AB Sets the rate equal to the value held in the temporary variable AB

RTE=0 Set the rate field to zero

RTE=10000 Store 10000 in the rate field of wage type xxxx

RTE=BBETRG Set the rate equal to the amount pulled from the table

RTE=BWOSTD Sets the RTE equal to the weekly hours worked by the employee

338

RTE=GKSOLL Set the rate as the planned calendar days

RTE=K30551 Store the value held against payroll constant 30551 in table T511 in the rate

field of wage type xxxx

RTE=KGENAU RTE set to the value of GENAU from table T511K (default set at 10 000)

RTE=TADIVP RTE = Total working time measured in working days

RTE=TASOLL RTE = planned working time measured in work days

RTE=TKDIVI RTE = Total working time measured in calendar days

RTE=TKSOLL Store the planned calendar days in the rate field of the wage type being

processed

RTE=TSAU07 RTE = unpaid absence measured in working hours for counting class 07

RTE=TSDIVP RTE = total working time measured in working hours

RTE=TSSOLL RTE = planned working time measured in working hours

RTE=ZERO Reduce the value in the amount field to zero

RTE-GKAU** Rate subtract the part period unpaid absences in calendar days for all unpaid

absences (totalled over all absence counting classes)

RTE-TAAU** Rate subtract the part period unpaid absences in working days for all unpaid

absences (totalled over all absence counting classes)

RTE-TKAU** Take away any unpaid absence, in calendar days, from the current rate

(totalled over all absence counting classes)

RTE-TKAU20 Take away any unpaid absence, in calendar days, from the current rate (for

absence counting class 20)

RTE-TSAU** Take away any unpaid absence, in worked hours, from the currently held rate

(totalled over all absence counting classes)

SCOND=F IF The condition for function IF is false

SCOND=T AL Set condition for Function LPBEG when the condition is true

SCOND=T IF The condition for function IF is true

339

SCOND=T IF The condition for function IF is true

SETIN A=01 Set the work center - basic pay split for the wage type as 01

SETIN R=1 Set the ESG for PCR as 1

SETIN X=NX You want to set X with number 01 as a variable split; the number of the split is

to be increased by 1 by every call.

STATU 2P Status field 2 which is valid at the start of the in-period is entered in the

variable key.

SUBRC?SET The return code set in the second example must be evaluated.

SUBRC=0 The internal return code is set to the value 0

SUBWT * Subtracts the current wage type - effectively changing the sign of the NRA.

SUBWT 1025 Subtracts the current wage type (signs change) and stores it as 1025.

SUBWT&ZREG Subtracts the current wage type and stores it as a temporary variable ZREG.

SUBWTD* Subtracts the current wage type (sign change) of the NRA in the difference

table (DT)

SUBWTD/551 Subtracts the current wage type and stores it in the difference table (DT) as a

temporary variable ZREG.

SUBWTE Flicks the sign for NRA of the currently processed wage type and stores it in

the RT

SUBWTE* Subtracts the current wage type (sign change) of the NRA and stores in the

results table (RT)

SUBWTE/121 Flicks the sign for NRA of the currently processed wage type and stores it in

the RT as technical wage type /121

SUBWTI* Flicks the sign for NRA of the currently processed wage type and stores it in

the input table (IT)

SUBWTI/101 Flicks the sign for NRA of the currently processed wage type and stores it in

the input table (IT) as technical wage type /101

TABLE 503 Table query on employee groupings / areas

340

TABLE 508A Table query on shifts / time groups

TABLE 510P Table query on premium table

TABLE 512W Table query on valuation of wage types

TABLE 528B Table query on positions table in PA

TABLEALP Table query on the Alternative Payments table

TABLEP0014 Table query on data held in infotype 0014 - recurring payments and deductions

TABLEP0015 Table query on data held in infotype 0015 - additional payments

VAKEYALZNR Place in the variable key - Y/N alternative payment

VAKEYAUFKZ Place in the variable key - extra pay indicator for overtime

VAKEYBNKSA Place in the variable key - variable keys are held in a certain table

VAKEYBNKSA Place in the variable key - type of bank details P0009

VAKEYLGART Store in the variable key the wage type

VAKEYLNCLS Place in the variable key - loan type

VAKEYLNTPY Place in the variable key - loan type P0045

VAKEYLNTYP Place in the variable key - loan type P0045

VAKEYPAYTY Place in the variable key - payroll type

VAKEYPRAKN Place in the variable key - premium indicator time ITs

VAKEYTGRLE Place in the variable key - variable key is filled out based on the values in the

TRFGR and TRFST fields from the current PZ record

VAKEYVERSL Place in the variable key - clearing key for overtime

VAKEYZEINH Place in the variable key - time unit

VAKEYZLSCH Place in the variable key - payment key for bank transfers

VALBS? The system checks to see whether a valuation base exists

341

VALBS?0 The system checks if a valuation basis is for the current wage type in table

T512W. (That the "0" line of view V_T512_B is read).

VALBS0 The current wage type is evaluated with the valuation basis that is entered for

the current wage type itself. (That is, the "0" line of view V_512W_B).

VALBS0 *

The system multiplies an entry that already exists in the RTE field for the

current wage type with the percentage rate from a line 0 of view V_512W and

then replaces the wage type names of the current wage type with the name of

the wage type from the same line in V_512W.

VALBS0 B Same as VALBS0 * with the exception that the data from infotype 2010 is

used.

VALBS1

Replaces the current wage type with the statement wage type that is entered in

table T512W for the second wage type derived from the current wage type,

and then you want to valuate this using the corresponding valuation basis.

VALEN 2 Sets the length of the variable key to 2

VALEN 3 Sets the length of the variable key to 3

VAOFF 2 Variable offset - set here to 2. The system with then ignores the first 2 digits.

VARGBINDBW Place the table field "indicator for indirect valuation" in the variable key

VARGBPRAKN Place the table field "premium number" in the variable key

VARGBTRFKZ Place the table field "ES grouping for collective agreement provision" in the

variable key

VWTCL 64 Interrogate processing class 64

WGTYP? Usually part of a decision - where the wage type is queried

WGTYP=* Passes through the wage type as unchanged

WPALL?LAST Decide if employee has had a pay change in pay period & if the one being

processed is the last

WPBPC Operation WPBPC distributes the amount of the current wage type to the

active WPBP periods in the payroll period.

WPBPCW This operation splits the amounts but does not distribute them to the different

periods

342

Z Expect to call another PCR in this line

ZERO= AN Sets the AMT and NUM to zero

ZERO= RNA Set the values for the rate, number and amount equal to zero

ZERO=& ABCD Initialises the variable ABCD

ZERO=NRA Sets the NUM RTE and AMT to zero

Wishing to retrieve previous payroll period results to be used in a PCR?

You can do so by using the operation IMPRE with parameter NN (NN periods before current payroll period). Also have a look at the documentation of IMPRE.

An example in using this operation is as follows (reading the period 6 months ago):

D ZERO = NRA IMPRE 6 SUBRC?IMP *

0 AMT = O 1001SETIN A=01SETIN R=3 ZERO= NR ADDWTI1001

362

Customized- SCHEMA’S:

INAL:

363

INAP:

INEI:

INLN:

364

YNC0:

365

ZNNC:

366

SAP Overview

1. Explain the structure of the client/server framework.

2. Project Implementation Tools

1. What is the IMG?

2. What is a project IMG?

3. Basics of Human Resources

1. What are the most important processes supported in Human Resources (HR)?

2. What are the most important structures in HR?

3. What is meant by Employee Self-Service?

4. What ways are there to select an Infotype?

5. How do you hire a new employee?

6. Which steps make up the payroll process?

7. Why is there a cross-application time sheet?

What are the possible target components?

8. What is the purpose of time evaluation?

9. Which reporting tools do you know of?

10. How is the recruitment component integrated with the other HR components?

11. What is an applicant action?

12. What is the difference between qualifications and requirements?

13. What is the difference between career planning and succession planning?

What is a development plan?

14. Describe the day-to-day activities in Training and Event Management.

15. What is the appraisal system component used for?

16. What are the main functions of Compensation Management?

17. What personnel cost planning methods are there in SAP HR?

18. Which Infotypes do you need to implement Travel Management?

367

4. Organizational Management

1. What are plan versions used for?

2. What are the basic object types?

3. What is the difference between a job and a position?

4. What is the difference between an organizational unit and a work center?

5. Where can you maintain relationships between objects?

6. What are the main areas of the Organization and Staffing user interfaces?

7. What is Expert Mode used for?

8. Can you create cost centers in Expert Mode?

9. Can you assign people to jobs in Expert Mode?

10. Can you use the organizational structure to create a matrix organization?

11. In general structure maintenance, is it possible to represent the legal entity of

organizational units?

12. What is the Object Infotype (1000) used for?

13. What is the Relationships Infotype (1001) used for?

14. Which status can Infotypes in the Organizational Management component have?

15. What is an evaluation path?

16. What is Managers Desktop used for?

17. Is it possible to set up new evaluation paths in Customizing?

18. Which situations require new evaluation paths?

19. How do you set up integration between Personnel Administration and Organizational

Management?

5. Master Data

1. Which elements make up the enterprise structure?

2. Which elements make up the personnel structure?

3. Which elements make up the organizational structure?

4. Which criteria play a role in establishing these structures?

368

5. Which control features are controlled using the personnel subarea?

6. Which control features are controlled using the employee subgroup?

7. What is a payroll area?

8. What is an Infotype?

9. Which criteria determine payroll areas?

10. What is the organizational key used for?

11. In which Infotype are administrators defined?

12. Why are administrators defined?

13. What can features be used for?

14. What is the connection between Planned Working Time (Infotype 7) and Basic Pay

(Infotype 8)?

15. Which ways are there to define default values for the pay scale area and pay scale type? 16. What is

the employee subgroup grouping for collective agreement provisions used for? 17. Where are pay scale

groups and pay scale levels defined?

18. How are wage types created in the SAP R/3 system?

19. Can all wage types be entered into all Infotypes?

20. What does the input permissibility of a wage type depend upon?

21. What is the personnel subarea grouping for primary wage types used for?

22. What is the employee subgroup grouping for primary wage types used for?

23. What ways are there to valuate wage types? Where are wage type valuations defined? 24. How can

you evaluate wage types indirectly?

25. How can you define default wage types for the Basic Pay Infotype?

26. What ways are there to perform pay scale reassignments?

27. What ways are there to perform standard pay increases?

28. What is the difference between the simple and extended pay increases?

29. Can several personnel actions be performed on the same day?

30. What is the Additional Actions Infotype used for?

31. If an employee leaves the enterprise, are all Infotypes delimited?

32. Which control options do you have for Customizing when configuring Infotypes?

369

33. Can a screen in HR data consist of several Infotypes?

34. Which ways are there to modify screens in Customizing?

35. What is an Infotype menu and what is its purpose?

36. What is an info group? What is a personnel action?

37. How can a personnel action change the status feature of an employee in Infotype 0000? 38. How are

personnel actions and dynamic actions linked?

6. Authorizations

1. What is a role and what is it made up of?

2. How are the authorizations in a role maintained?

3. Are authorization objects or profiles assigned to users?

4. Which authorization object can you use to control an employee’s access to his or her own

personal data?

5. What are the main advantages of the Profile Generator?

6. Can roles and their authorization profiles be assigned to a user for a limited time period?

7. How do you create structural profiles?

7. Payroll

1. How does the system know when to trigger retroactive accounting for a particular

employee?

2. How is the earliest retroactive accounting date determined for an employee?

3. What is the payroll control record used for?

4. Is the exact date of the payroll period for an employee determined by the payroll area or

the payroll control record?

5. What activities are possible when the payroll control record is set to “Released for Payroll”? 6. Is it

possible to branch directly from the payroll log to master data and time data

maintenance?

7. What is Matchcode W used for?

8. What effect does grouping employee subgroups have on personnel calculation rules?

9. Can you evaluate payroll results using SAP Query/Ad Hoc Query?

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10. What steps are required to post payroll results to Accounting?

11. Can a posting run be deleted?

12. Where do you specify whether an employee is paid in cash or whether the money is

transferred to a bank account?

8. Time Data

1. What are the basic concepts for recording time data?

2. What steps are required to set up work schedules?

3. Can you define your own public holidays?

4. How do you define which public holiday calendar is valid for an employee?

5. Which characteristics does a public holiday class blank have?

6. Is there an employee subgroup grouping for daily work schedules?

7. What is a variant of a daily work schedule?

8. Is there an employee subgroup grouping for time quotas?

9. What ways are there to define breaks within a break schedule?

10. Which characteristics does a daily work schedule with daily work schedule class 1 have? 11. Which

elements make up a period work schedule?

12. Which characteristic does a day with day type 1 have?

13. Which ways are there of representing part-time work in the SAP R/3 system?

14. Which ways are there of representing substitutions in the SAP R/3 system?

15. What is the difference between absences (Infotype 2001) and attendances (Infotype

2002)?

16. What is an absence quota? Give examples.

17. What is the difference between a validity interval and a deduction interval for time quotas? 18. You

need to deduct an absence from a quota. Which Customizing settings are required? 19. Should a quota

be assigned directly to an absence?

20. What is the remuneration Infotype used for?

21. What are counting rules used for?

22. Can you set up default values to create absence quotas?

23. Can you generate absence quotas?

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24. What is the schema TQTA used for?

25. What ways are there of entering information for Controlling when recording time data in

the Time Management Infotypes?

9. Reporting in Human Resources Management

1. Which reporting tools are available in Human Resources Management?

2. Is the Business Information Warehouse part of the SAP R/3 system?

3. What is HIS?

4. Where do you find standard reports in HR?

5. Can you also evaluate cross-client data with standard reports?

6. Can customer-specific reports be incorporated in the Managers Desktop?

7. What is a logical database used for?

8. Which logical databases exist in HR?

9. What is a user group, what is an infoset and how are the two related?

10. What is a field group? Give examples from HR.

11. What are selection and output fields?

12. What can an Ad Hoc Query be used for?

13. What are the steps for configuring an SAP Query?

14. What are payroll Infotypes used for?

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E-Recruitment Configuration Guide

Contents

1. System Prerequisites ........................................................................ 373 2. User Administration ......................................................................... 375 3. Business Partner Configuration ............................................................ 381 4. Workflow Configuration .................................................................... 391 5. Search Engine Configuration ............................................................... 397 5. Periodic services ............................................................................. 408 6. SAP ECC Integration ......................................................................... 411 7. Basic Settings ................................................................................. 415 8. Talent Warehouse ............................................................................ 422 9. Applicant Tracking ........................................................................... 447 10. Requisition Management .................................................................. 463 11. Additional Tools ............................................................................ 469 12. ICM (Internet Communication Manager) Tasks ......................................... 472

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1.1.2 1. System Prerequisites

1.1. Required Components

• Software Component ERECRUIT 604 • SAP NetWeaver 7.0, Enhancement Package 1

o Enterprise Portal o TREX 7.00.48.00 or higher.

Alternately, TREX 7.10 can be used from EhP4 onwards.

TREX 7.10 does not support Oracle platform, supports only Linux and Windows based

systems.

o ADS (Adobe Document Server) – for certain functionality such as data Overviews

o SAP NetWeaver Virus Scan Interface (NW-VSI) compatible software, optional

o Adobe Forms 8.1

• ERP 6.0 EhP4 (Manager Involvement)

1.2. Latest versions of ERecruiting

• Install Enhancement Package 4,

• Activate Business Function HCM, SAP E-Recruiting 2 - HCM_ERC_CI_2 (Transaction SWF5).

Pre-requisite for business function HCM_ERC_CI_2:

1. Activate business function HCM, SAP E-Recruiting 1- HCM_ERC_CI_1 2. Activate business function HCM, SAP E-Recruiting Search Functions 1 - HCM_ERC_SES_1

1.3. Portal Content for SAP EhP4 for SAP ERP 6.0

Business Package Name Software Component Version Role

BP for Recruiter BP ERP RECRUITER 1.40 Recruiter

BP for E-Recruiting Admin. BP ERP RECRUITING ADMIN 1.40 E-Recruiting

Administrator

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• To install portal content (Business Packages) for E-Recruiting, you must install the following product instances and software components.

• Product instance SAP NW - EP Core is required as a basis. As part of SAP ERP 6.0 SAP NW – EP Core based on SAP NetWeaver 7.0 – Usage Type Application Server Java. As of enhancement package 4 for SAP ERP, the usage type is available on enhancement package 1 for SAP NetWeaver.

• Always refer to the latest version of the Master Guide - SAP enhancement package 4 for SAP ERP 6.0 which contains important information about the installation sequence and the components to be installed. It links to all other documents that are required for the implementation of a specific scenario. (http://service.sap.com/erp-inst)

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1.1.3 . User Administration

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration

Description: This IMG activity is used for creation and maintenance of ERecruiting specific users, roles

and

User categories. The logical sequence is –

- Creation of authorization profiles/roles - Creation of ERecruiting specific special users - Assignment of authorization profiles to reference users - Assignment of reference users to each ERecruiting end user in SU01. - Optionally, grouping the internal end users in user categories.

2.1. Creation of Authorisation Profiles

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration -> Create User

Profiles

Transaction: PFCG

All ERecruiting specific standard roles have prefix as “SAP_RCF”.

Copy the standard roles provided by SAP to custom roles. This is done to keep the standard roles

untouched and refer at a later stage in case of issues in the custom roles.

We have configured the roles with prefix as “ZER”.

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We are using roles ZER_RECRUITER_EHP4 and ZER_BUSINESS_ADMIN_EHP4 for recruiter and

administrator respectively instead of roles ZER_BUSINESS_ADMINISTRATOR and ZER_RECRUITER which

become obsolete on activation of WebDynpro versions in EhP4.

2.2. Creation of Special users

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration -> Create Special

Users

Transaction: SU01

Users can be grouped in 3 categories:

1. Reference users 2. Communication Users 3. Service Users 4. System users

Reference users are used as templates for assigning security authorizations. They are not dialog users

but are assigned to dialog users. The dialog users inherit all authorizations of the assigned reference

user.

Communication users are used for remote communication between 2 systems. These are not dialog

users and must be used purely for communication purposes in the system.

In ERecruiting framework, communication users are used for connecting ERecruiting system and the

Content Server.

Service Users enables system access for unnamed users. In e-recruiting these are used for unregistered

candidates (e.g., RCF_UNREG). Certain BSP/Webdynpro services are accessible to candidates who are

not registered applicants. For such services, the service user RCF_UNREG is assigned against username

in transaction SICF. This eliminates the need to key in username password when the service is

instantiated on the internet.

System Users

System users are required during the execution of specific SAP processes. ERecruiting requires system

users in the form of workflow user WF-BATCH. All background workflow tasks are executed using the

WF-BATCH id.

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Special users do not exist in the standard system. They need to be created.

Reference User User Type Role to be assigned Role Description

RCF_ADMIN Reference ZER_BUSINESS_ADMIN_EHP4 Administrator

RCF_CONTENT Communication ZER_CONTENT_SERVER Access to Search Engine

RCF_CAND_EXT Reference ZER_EXTERNAL_CANDIDATE External Candidate

RCF_CAND_INT Reference ZER_INTERNAL_CANDIDATE Internal Candidate

RCF_MANAGER Reference ZER_MANAGER Manager

RCF_RECRUIT Reference ZER_RECRUITER_EHP4 Recruiter

RCF_REQUEST Reference ZER_REQUISITION_REQUESTER Requester (not used)

RCF_TC Reference ZER_TALENT_CONSULTANT Talent Consultant (not used)

RCF_UNREG Service ZER_UNREGISTERED_CANDIDATE Unregistered Candidate

Creation of Sample Reference User RCF_CAND_INT is shown below:

Go to SU01, enter RCF_CAND_INT in User field and click the New icon.

Enter the required details.

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Select the User Type as “Reference”. Also enter the password.

For reference users, once the password is set, it shows a “Deactivated” status as shown below:

Assign the custom internal candidate role created in the above step.

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Similarly, create other reference users.

2.3. Define Roles in ERecruiting

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> User Administration -> Create Special

Users

View: T77RCF_ROLE

Here we map the special users against the user categories to be used.

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The reference users need to have exactly same name as above. In case of a requirement which

demands a different reference username, the names in the “Reference User” column should be

updated accordingly.

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1.1.4 3. Business Partner Configuration

The component SAP Business Partner enables you to create and manage business partners centrally.

You can create a business partner in different business partner roles, and during the course of the

business relationship the business partner can assume other business partner roles. No new data has to

be created each time, meaning that redundant data creation and retention is avoided, and there can

be no inconsistencies.

In E-Recruiting, the Business Partner concept is used for maintaining personal data of all entities

involved (candidates -> employees -> candidates) and for the addresses of the various branches of your

company.

IMG Path: SPRO -> IMG ->Cross Application Components -> SAP Business Partner

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3.1. Define Business Partner Roles

IMG Path : SPRO -> Cross-Application Components -> SAP Business Partner -> Business Partner ->

Basic

Settings -> Business Partner Roles -> Define BP Roles

View Cluster: BUPA_TB003

Description : In this IMG activity, you define business partner roles and its attributes. These attributes

show

effect in transaction BP used for business partner maintenance.

The roles that need to be configured are:

1. BUP003

2. RCFAGY

3. RCFBRA

4. RCFVEN

BUP003

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To configure, choose the row and click on the detail icon .

The fields that need to be entered for each role are:

1. BP Role Cat.

2. Std. Assignment BP Role –> BP Role Cat.

3. BP View

The values in these fields should be:

1. BP Role Cat. – Same as BP Role (in this case, BUP003)

2. Std. Assignment BP Role –> BP Role Cat. – Should be Checked.

3. BP View - Same as BP Role

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Follow the same procedure for remaining business partner roles.

3.2. Define Number Ranges for Business Partners

IMG Path : SPRO -> Cross Application Components -> SAP Business Partner -> Business

Partner -> Basic Settings -> Number Ranges and Groupings -> Define Number Ranges

Transaction: BUCF

Description : Here, you maintain the number ranges for business partners. Two number ranges, one

each for

internal and external number range should be defined. The external number range is

required

for business partners transferred from external systems.

No changes are required here. We are using the SAP delivered standard settings.

Ensure that the current number is set to 0.

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3.3. Define Groupings and Assign Number Ranges

IMG Path : SPRO -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic

Settings -> Number Ranges and Groups -> Define Groupings and Assign Number Ranges.

View : V_TB001

Description: The number range grouping determines the number range to be used during business

partner

number generation.

Standard SAP delivered settings are used. No changes required.

3.4. Address Determination

IMG Path: SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner ->

Basic

Settings -> Address Determination

Description: Address determination describes the procedure with which the system identifies the

business partner address that is used in a particular business transaction.

The following steps are carried out consecutively until an address is found:

1. If there is a fixed address for a particular object (e.g. contract account in FI-CA) and

this

address still exists, it is used.

2. If an address type is assigned to the BP role in the implementation guide (IMG), and at

least

one address usage for it has been created, the standard usage for this address type

will be

used.

3. In all other cases, the standard address of the business partner is used.

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Define Transactions

XXDFLT is the standard SAP delivered entry. No changes are required.

Define Address Types:

XXDEFAULT is the standard SAP delivered entry. No changes are required.

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Assign Transaction to Address Type:

Assign the address type XXDEFAULT to transaction XXDFLT.

3.5. Forms of Address

IMG Path : SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business

Partner -> Basic Settings -> Forms of Address.

View : V_TSAD3

Description: In this node, you maintain the forms of address for business partners.

These entries should be in line with the forms-of-address of Personnel Administration.

3.6. Data Origin


Partner -> Basic Settings -> Data Origin

View : V_TB005

Description: The data origin type determines how the business partner data comes into the system.

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Add the entry 0004 as shown below:

3.7. Name Formatting Rules


Partner -> Persons -> Maintain Name Formatting Rules

View Cluster: NAMEFORMAT

Description : For business partners that belong to the category 'natural persons' the name components

are

stored in several different fields. Country-specific rules can be applied to format the

name components. If you do not state any specific rule, the standard setting applies.

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We will be using Country “IN” and Format as “01”.

The components of this name format are organized as –

<Form of address> <first name> <middle initial> <last name>

Position should be in numeric integers. The order given in the "Position" determines how the name of

the business partner (candidate) will be concatenated in the system.

NOTE: 1. This transaction also should be done in both the HR and the E Recruitment systems, in

separate instance scenario.

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3.8. Marital Status

IMG Path: SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business

Partner -> Persons -> Marital Statuses -> Maintain Marital Status

View : TB027

Description: Here you maintain the marital statuses for business partners

This completes the E Recruitment related configuration of Business Partners

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1.1.5 4. Workflow Configuration

4.1. Workflow Auto-Customizing

Transaction: SWU3

Description : The activities performed in this transaction must be executed so that workflows can be

executed. It provides a runtime environment to all workflows in the client.

Important: The user performing auto-customizing must have SAP_ALL authorizations and must belong

to SUPER user group.

Click “Configure RFC Destination” and click

The user WF-BATCH, if does not exist, is auto created with same authorizations as the current user.

Enter the password and click .

Now, click the main node in the tree “Maintain Runtime Environment” and click Generate.

The tree now appears as below:

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To activate individual nodes, click on the node and press .

Similarly, execute all the nodes. Finally the status should be as follows:

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The node “Check Entries from HR Control Tables” will initially show the following error.

To eliminate the errors, execute the report RHSOBJCH. Execution of the report will yield following kind

of output.

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Select all the entries and click “Adjust”. Exit the report and try re-executing it.

Output should look as below:

Now refresh/execute the “Check Entries from HR Control Tables” node in SWU3. It should have

against it.

4.2. Activate Event Linkages

IMG Path : SAP E-Recruiting -> Technical Settings -> Workflow

Description: This node lists all the ERecruiting workflows that can be activated and used. Activation of

these

workflows is optional and should be strictly need basis.

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Activation Procedure:

To activate the workflow for Candidate’s request to delete Registration, execute the node “Workflow

after Candidate’s Request to Delete Registration”.

Click “Activate event linking”.

Click the “Detail View” icon under the “Details” column.

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Check mark “Event linkage activated”, if unchecked and Save.

The event linkage overview screen shows the activation status of the workflow indicated by green icon

“ Activated. Activate all other required workflows in a similar manner.

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1.1.6 5. Search Engine Configuration

The Search Engine in ERecruiting contains 2 main sub-divisions:

1. Full Text Search

2. Attribute based search

In general, we differentiate between 3 search types:

1.1. Full-text search for documents

1.2. Full-text search for objects

2.1. Attribute based search for objects

For documents (for example, the creation of a candidate), the data is unstructured. For unstructured

data, a KPRO index is used. KPRO index is accessible from transaction SKPR07.

For objects, the data is structured. In other words, the data from the infotypes of the HR objects to be

indexed is extracted and transferred to the SES framework. In TREX, an SES object index exists for each

business object. The SES indexes can either be accessed from SPRO IMG or using transaction

SES_ADMIN.

If you perform a full-text search, the system always performs a full-text search for objects. At the

same time, the system performs a full-text search for documents - if there are attachments and you

want to search for them too. During the Attribute-based search, the system only searches for objects.

5.1. Set up Indices of SES Object

IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Set up Indices of SES

Object

Transaction: SES_ADMIN

This step focuses on Attribute based Search for Objects. The standard system contains the following

objects.

Business object Short description

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ERC_CAND SES business object Candidate

ERC_CDCY SES business object Candidacy

ERC_REQ SES business object Requisition

EXT_POST SES business object External Publication

INT_POER SES business object Internal Publication

This node starts the transaction SES_ADMIN. Initially there will be no indexes created.

Index can be created using the menu item: Index -> Create/Activate Indexes

A dialog box with existing indexable objects pops up. Select the relevant object and continue. It should

be noted that the objects should be selected one at a time, not multiple entries simultaneously.

We select object EXT_POST of object type NC.

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The index as shown below has been created for object NC.

This index should be created for other object types also.

Below is the complete sequence of steps to be followed.

1. Create the object index for EXT_POST/NC. 2. Create the object index for INT_POER/NC. 3. Create the object index for ERC_REQ/NB. 4. Create the object index for AES_DOC/00000100. 5. Create the object index for ERC_CAND/NA. When you create this index, the system issues an error

message since you still cannot create the join index. Ignore this message. 6. Create the object index for ERC_CDCY/NE. When you create this index, the system creates the

corresponding relation index. 7. Create the relation index for ERC_CAND/NA. Now the indexes are created but documents are yet to be indexed. For indexing the documents, we

have to start the full indexing for each of the indexes which will physically send the documents

corresponding to each object for indexing.

But before that we have to execute program RCF_SES_JOIN_INDEX_CREATE. You can use this program

to add further information to the join indexes. Join indexes contain Meta information about the

relationships between business objects. This program should always be executed when you delete or

re-create one or several indexes.

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Once the join index is created we should perform the full indexing for all the ERecruiting specific

objects.

Select the objects in the same sequence in which they were created and click Index Immediately.

In the pop-up that follows, select Full (full indexing) only for the first run of indexing. Every

subsequent time, Delta (delta indexing) should be used. Full indexing indexes all the documents

corresponding to the selected object. Delta indexing selects only the new documents since last run for

indexing.

Although, selecting Full indexing for subsequent runs would do harm to the system, when the number

and size of documents on the content server increase full indexing would definitely take longer time

for execution and may put load on the system

When indexing is in progress, the program shows Active status.

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The status is Completed once the indexing is done.

Once the status displayed is Active for all the indexes created, Attribute based search for objects can

be successfully performed from the portal.

The SES object based search can be tested using program COM_SE_SEARCH_IIF_TEST.

You may face a situation in future where the index becomes corrupt or the indexing accidently stops

working due to some hardware or compatibility related issues. In such situations, you may be required

to delete one or more existing indexes. Index can be deleted using menu path: Index -> Delete Index.

Click Yes on the pop-up that follows. This will delete the respective index. You can then re-create it.

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5.2. Set up Access to Documents

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Set Up Access to

Documents

Transaction: SICF

In this Customizing activity, you set up access to the CONTENTSERVER service of the SAP ERecruiting

system. This enables users to access documents of the document area HR_KW (Document Storage for

HR Objects). Attachments, search profiles, and so on, are stored in this document repository.

This service, if deactivated, should be activated by right clicking the node and clicking Activate

Service.

5.3. Initialize KPRO Directory

IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Initialize KPro Directory

Structure for SAP E-Recruiting

This node simply executes a program that does the necessary initializations w.r.t. KPro. Care should be

taken that during the execution of this program, the RCF_PERIODIC_SERVICES program is not being

executed.

5.4. Activate Indexing

IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Activate Indexing

View: V_SDOKIDSP

NOTE: KPro Search/Free Text Search to be accessed using transaction SKPR07 configuration starts at

this point.

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Here, you select the document area HR_KW for KPRO indexing by checking the Index release checkbox.

Indexing is required to enable the search engine to search the search profiles.

The column Search Srv should contain the search server relation Id which will be created in the next

step. We have created EREC as the search server relation.

Note: HR_KW is the Document storage for HR objects.

5.5. Check Settings

IMG Path: SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Check Settings

Transaction: SKPR07

This transaction is used for creating TREX KPro index to be used for free-text-based search.

KPro index creation consists of following steps:

1. Search Server Relation creation 2. Index Category creation 3. Trigger indexing.

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Search Server relation creation:

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Check Settings -> SSR

Monitor

Transaction: SRMO

Description : The SSR is created to connect KPro and TREX search engine using RFC connection. We

specify

the search engine type and name of the RFC connection.

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Click on the Create SSR button to create Search Server Relation.

Enter required name for SSR identification and click Create SSR.

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DRFUZZY is the search Engine to be used by ERecruiting. Standard recommendation.

TREX_Q50 is the RFC Connection created in SM59 connecting SAP backend (KPro) with TREX engine.

The newly created SSR is now visible in the list of SSRs. To set this SSR as default select the entry and

click Set SSR as default.

Index Category Creation and Document Indexing:

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> Search Engine -> Check Settings

Transaction: SKPR07

The index category can be created from the section Mass Actions of transaction SKPR07.

� Uncheck Limited to selected language indicator. � Select Document Area indexing area

Create Index category by clicking Re-Index button. This will create a unique index category which can

be viewed by F4 on Index Category field.

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The index category in F4 list looks as below.

Once the index category has been created, the documents can now be sent for indexing.

The Index/De-index section of SKPR07 can be used for document indexing.

Trigger Process will index the documents in the foreground. However, indexing needs to be scheduled

on a periodic basis. Program RCF_PERIODICAL_SERVICES can be scheduled for indexing.

Status of document indexing can be viewed from transaction TREX_ADMIN.

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1.1.7 5. Periodic services

5.1. Define Periodic Services

Here, you specify services in the system that can be performed periodically. To do so, you assign each

service a class containing instructions on how to perform the service.

A range of periodic services are delivered in the standard system that are required for the search within E-Recruiting. The search engine TREX (Text Retrieval and Information Extraction) does not search using the operational data, but rather using search profiles. These are an extract of the operational data. To keep the database up-to-date for the search, the search profiles must be updated periodically. For the same reason, the documents that are included for the full-text search and the search profiles must be indexed from time to time and communicated to the search engine TREX. This indexing is performed by TREX and is prepared and activated using the service INDEX_DOCUMENTS.

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.2. Activate Periodic Services

Here you activate the relevant periodic services for each client from the available list of periodic

services. Errors that occur while performing a service are written to the application log and can be

analyzed by the administrator.

5.3. Determine Rules from Periodic Services

In this activity, you set up attributes that influence a periodic service according to your requirements.

For Example: When a candidate decides to De-register or when the requisition status is set to “To be

deleted”, these objects are not permanently deleted but are stored in database buffer for specific

period. This time period is determined by the field “Attribute Value” in the below table.

5.4. Schedule Background Process for Periodic Services

Schedule the report RCF_PERIODICAL_SERVICES as a periodic background process. This report automatically executes the services specified in “Active Periodic Services” table as specified above. Choose a period between 10 and 30 minutes to ensure the search results are up-to-date

5.5. BADI’s Activation

BAdi: HRALE00SPLIT_INBOUND

Implementation: HR_INB_PROCESS_IDOC.

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The BAdI must be implemented for SAP E-Recruiting so that the data of the Person object (object type

P) may be used exclusively in the E-Recruiting application.

This BAdi is executed during ALE transfer when the data from IDoc needs to be used for module-

specific conversions or processing.

BAdi: HRALE00INBOUND_IDOC.

Implementation: HRRCF00_DELETE_SPREL.

This BAdi deletes all S-P relationships between positions and persons from the inbound IDocs.

NOTE: Both the BAdi must be active and implemented in the ALE destination client/server i.e. the

Target system of the IDoc.

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1.1.8 6. SAP ECC Integration

IMG Path : SPRO -> SAP E-Recruiting -> Technical Settings -> SAP ERP Central Component (ECC)

Integration

Description: This IMG node describes the activities to be performed in HR and ERecruiting systems

under

various system scenarios i.e.

� HR and ERecruiting are on same instance � HR and ERecruiting are on separate instances.

We have HR and Recruitment both on same instance.

The HR system is the main system for the following employee data. The data of an employee is processed using Personnel Management (personnel actions, master data). Changes to the data in the following infotypes are then reconciled with SAP E-Recruiting.

• Actions (0000)

• Organizational Assignment (0001)

• Personal Data (0002)

• Addresses (0006)

• Communication (0105)

• Qualifications (1001, subtype 032)

Data Reconciliation between HR Master Data and ERecruiting Data

� Initial Data Conversion (One time activity)

Every user of the ERecruiting system, internal or external, has the Candidate object NA associated to

it. The NA object is connected to Business partner object BP via, Central Person object CP.

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To get access to ERecruitment specific applications, services and to work on ERecruitment portal

without errors, HR Master Data needs to be integrated with Business Partner data i.e., each internal

user has to be translated in terms of ERecruiting objects.

Report – HRALXSYNC – is used for the initial data conversion.

Pre-requisite –

Maintain the following entry in table T77S0.

GRPID SEMID GSVAL TEXT

HRALX OBPON ON Integraion O-BP Active

This report enables you to run a consistency check for the integration of HR Master Data and Business Partner data. If not all data exists for the business partner, you can first synchronize data. When synchronization is run for organizational units, the basic data (name, description) and the address data is included; When synchronization is run for central persons, bank information is included in addition to the basic data and address data.

You can restrict the employees to be synchronized based on various selection criteria as shown above. We are using Central Person object for synchronization. Execution of the program will display the status of data updating.

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Green Signal – Business Partner data is consistent with HR object data. Yellow Signal – Business Partner exists but data is not consistent with HR object data. Red Signal – Business Partner does not exist or data is incomplete. In case the record as shown above shows status in Yellow or Red, select the entry as shown below and click Start Repair.

The program then tries to correct the error and if unsuccessful, displays the error or if successful shows either a warning or no message.

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This process has to be done for all employees or central persons once initially. Refer the following section for auto data synchronization of newly hired employees and changes to existing employees to be replicated in business partner tables on a continual basis. � Synchronous Data Conversion (Subsequent Data Update)

With the synchronization, the data is written automatically to SAP E-Recruiting after changes have been made using HR standard transactions (for example, PA30, PA40, maintaining the qualification profile).

Activate the following Business Add-ins for activating synchronous data conversion.

BAdI Definition Name = HRSYNC_P

BAdI implementation = CONV_HR_DATA_TO_EREC

Description: Conversion of Employee's HR Data in E-Recruiting. The BADI is executed every time

changes are

done to HR master data using PA30, PA40 or other master data transactions.

BAdI Definition Name = HRBAS00INFTY

BAdI implementation = HRRCF00_STORE_HRQUAL

Description: Updating of HR Qualifications in E-Recruiting Infotype 5105

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1.1.9 7. Basic Settings

7.1. Determine Languages Available

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Determine Languages Available

Description:

Here you specify which languages are supported in SAP E-Recruiting.

� You can perform searches only in the languages stored here. � You can save attachments in these languages only. � You can enter texts in questions and questionnaires in these languages only. A separate tab

page is available for each language to enter the texts. � You can enter job postings in these languages only. A tab page is available for each language to

enter texts.

7.2. Define Enterprise Structure

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure

Description: Here you define the companies, the branches for the companies and assign the branches

to the

company.

7.2.1. Define Company

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure -> Define Company

Table : T77RCF_COMPANY

Description:

In this Customizing activity, you define the individual independent companies in your business concern.

You can differentiate your application processes on the basis of the companies. This enables different

companies to integrate forms for correspondence activities, for example.

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7.2.2. Define Branches

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure -> Define and Assign

Branches

To Companies

Transaction: BP

Description : A branch can be defined by creating a business partner with role as RCFAGY i.e. Agency.

7.2.2. Assign Branches to Companies

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Enterprise Structure -> Define and Assign

Branches

To Companies

Transaction: V77RCFBRANCHCOMP

Description : Here you assign the branches created in the above step to Holding companies.

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7.2. Attachment Types

7.2.1. Define Attachment Types

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> Define Attachment

Types

Table : T77RCF_ATTTYPE_T

Description: Define the attachment types that should be available in ERecruiting. Attachment types

specify

the thematic content of attachments, for example resume, job posting, reference.

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7.2.2. Determine Use of Attachment Types IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> Determine Use of

Attachment Types

View : V_7RCF_ATTTYPE_U

Description:

Determine which attachment types are possible for an HR object type.

For example, attachment type Resume is possible for Candidate (NA) object type in the Resume area or

subtype. Attachment Sub-types specify the various areas on the UI from where attachments can be

uploaded for the selected object.

7.2.3. BAdi: Upload documents IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> BAdi: Upload

Documents

BAdi Name : HRRCF00_DOC_UPLOAD

Description: This BAdi can be used to incorporate custom checks during document upload as

attachments.

7.2.4. Identify Attachment Type as Resume IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> Identify attachment

type as

Resume

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View : V77RCF_ATTTYPE_U

Description:

Specifies whether documents of this attachment type are resumes. Documents can be classified as

Resumes or formatted Resumes.

Identify as Resume the attachment type to which resumes are uploaded that were created by the

candidates themselves. Identify as Formatted Resume the attachment type to which resumes are

uploaded that were created by a vendor using Resume Parsing.

7.2.5. BAdi: Filter for Attachments for Data Overviews IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Attachment Types -> BAdi: Filter for

attachments

for Data Overviews

BAdi Name : HRRCF00_DATAOVR_ATTACHMENTS

Description:

Every Data Overview application in ERecruiting has an Attachments table at the bottom of the page

with link to attachments as table elements. You can use this BAdi to restrict the display of links to

attachments on the user interface for data overviews for SAP E-Recruiting objects. In this way, you can

make certain attachments inaccessible for specific users. By default, the system displays links to all

attachments that are linked with the relevant HR object.

7.3. Status Reasons 7.3.1. Define Status Reasons IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Status Reasons -> Define Status Reasons

Table : T77RCF_RSNCODE_T

Description:

Users assign status reasons to an object when they make a status change. Status reasons describe why a

certain status is set.

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Status Reasons are assigned to Object Statuses.

7.3.2. Assign Status Reasons to Statuses in Recruitment

IMG Path : SPRO -> SAP E-Recruiting -> Basic Settings -> Status Reasons -> Assign Status Reasons to

Statuses

in Recruitment

Table : T77RCF_RSNCODE_T

Description: The status reasons are assigned possible statuses of required objects.

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1.1.10 8. Talent Warehouse

IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse

Description: This IMG node is concerned with maintaining all candidate related data required by the

recruiting organization.

8.1. Maintain Candidate Qualifications IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications

Description: Qualifications refer to the competency dictionary defined within the organization. The

qualification catalog is actually created as a part of Organization Management and can be used here to

give the applicants the option of selecting their strengths as a tool for self assessment.

8.1.1. Define Views for Qualifications catalog IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Define Views for

Qualification catalog

Table : V_T77QC_VIEW_ID

Description: Standard setting. Use SAP_ERECRUITING view.

8.1.2. Restrict View of Qualifications catalog IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Restrict Views of

Qualification

catalog

Table : V_T77QC_VIEW

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Description:

The recruiting organization may have a large number of qualifications/competencies defined for

various job types. However it may want only a subset of these qualifications to be exposed to

ERecruiting. Restrict views feature will help to achieve this goal.

Qualifications are currently not used. The screenshot shown below is for understanding purposes.

8.1.3. Define Scales for Qualifications IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Define Scales for

Qualification

Transaction: OOSC

Description : Scales and scale proficiencies to be used by Qualification catalog are defined here.

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8.1.4. Define Qualifications Catalog IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Qualifications -> Define Qualifications

catalog

Transaction: OOQA

Description : Qualification catalog needs to be defined here.

8.2. Work Experience/Desired Employment IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment

Description: In this customizing node, you maintain all value lists used in work experience and

employment

Infotypes.

8.2.1. Define Hierarchy Levels IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Define Hierarchy Levels

Table : T77RCF_HIER_T

Description:

The hierarchy levels represent the pecking order in your company with relation to professional

capabilities and management responsibility.

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8.2.2. Define Work Contract Types IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Define Work Contract types

Table : T77RCF_CONTTY_T

Description:

Here, you define the different categories of work contracts that your company has with its employees.

The work contract type is part of the terms of employment while applying for a job.

8.2.3. Define Industries IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Define Industries

Table : T77RCF_INDU_T

Description:

Here, you define the industries that are relevant for your recruitment process. This should include

industries that exist in your company and industries in which a candidate could have gained work

experience.

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8.2.4. Define Functional Areas

IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Define Functional Areas

Table : T77RCF_FUNC_T

Description:

Here, you define the task areas in your company that contribute to the achievement of the corporate

goal.

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8.2.5. Define Employment Fractions IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Define Employment Fractions

Table : T77RCF_WORKTI_T

Description:

Here, you define the employment fractions that exist in the company. In the process, you specify the

limit for the number of working hours per week as of which a certain employment fraction exists.

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8.2.6. Salary Ranges IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Salary Ranges

Description: Here, you define the currency list to be used for recruitment and corresponding salary

ranges.

The recruiter/candidate will have to first select

8.2.6.1. Determine Currencies for Salary Ranges

IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Salary Ranges -> Determine currencies for salary ranges

Description: The currencies to be maintained in ERecruiting are to be listed here. This will be required

to

get salary related details from the applicants.

8.2.6.2. Define Salary Ranges IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Work Experience/Desired

Employment -> Salary Ranges -> Define salary ranges

View : V_T77RCF_SAL_RNG

Description: Here, you determine the salary ranges for the payment information of the jobs and salary

expectations of the candidates for each currency.

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8.3. Education/Training IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training

Description: In this IMG node, you configure all education related value lists.

8.3.1. Define Education Types IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training ->

Define

Education Types

Table : T77RCF_EDUTYP_T

Description:

Here you specify those education types that you want to use as selection criteria for the candidate

search in the talent pool and that a candidate can specify when entering his or her education data.

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8.3.2. Define Broad Field of Education IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training ->

Define

Education Types

Table : T77RCF_EDUTYP_T

Description: Here, you maintain the various fields of education considered acceptable by your

organization.

8.3.3. Define Educational Certificates/Degrees

IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Education/Training ->

Define

Educational Certificates/Degrees

Table : T77RCF_DEGREE_T

Description: Here, you maintain the education certificates and degrees recognized by your

organization.

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8.4. Interest Groups IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Other Features -> Define

Interest Groups

Table : T77RCF_TGROUP_T

Description:

Interest Groups can be used by candidates to associate themselves to specific job types or industry or

areas of interest to provide more clarity to internal recruitment team on role desired by candidate.

Alternatively, a recruiter can specify in the requisition which interest group is suitable for the open

job.

8.5. Communication Channels IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Other Features ->

Communication Channels

View : V_T77RCF_COM_CHN

Description:

In this IMG activity, you define the communication channels that can be used to contact candidates.

All channels specified here are available on the applicant contact details UI for data input.

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8.6. Candidate Search IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search

Description:

Search in ERecruiting is enabled using Search Profiles and Search Templates which are referred to by

TREX for text retrieval.

8.6.1. Search Profile 8.6.1.1. Define Search Profile types IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Define Search Profile Types

View : V_T77RCF_SPT

Description:

In this IMG activity, you define the search profile types that you want to use for the job postings,

candidates, requisitions, and assignments (candidacies). Fields from information categories are

assigned to a search profile type that serves as a template for creating search profiles for the objects

of a specific object type.

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5 Search Profile types are delivered by SAP Standard. These are usually adequate to meet the search

needs. No changes are required to the standard entries.

8.6.1.2. Define Information Categories IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Define Information Categories

View : T77RCF_SPT_IC

Description:

� Information categories map to individual tables from which information is required to be extracted.

� Information categories are used to specify the business-specific content of structures. � The extraction classes contain the code logic for fetching the data based on search criteria.

You create new information categories, for example, in the following cases:

� You have created your own infotype and a corresponding structure and want to make their fields available for the search.

� You want to use a different content extraction class to retrieve the information of an information category.

The customer namespaces are: information categories Y* and Z*

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8.6.1.3. Assign Languages to a Search Profile Type IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Assign Languages to a Search Profile Type

View : V_T77RCF_SPT_LAN

Description:

In this Customizing activity, you determine for each search profile type the languages in which the

search profiles of this search profile type are to be created. You can search for relevant objects only in

these languages.

8.6.1.4. Assign Information Category Fields to a Search Profile Type IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Assign Information Category Fields to a Search Profile Type

View : V_T77RCF_SPT_LAN

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Description:

In this IMG activity, you specify which fields from the information categories are included for the

creation of search profile type. You can search for only these fields. You also assign the Field type to

each field.

Field type specifies the type of the field that is assigned to an information category. The type

determines how the system can search in the associated field.

� Free Text: Only Free text search is possible.

� Entity Values will be derived from tables in a dropdown.

� Both, Free Text and Entity: Both methods are applicable.

8.6.1.5. Assign Attachment Types to a Search Profile Type IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Assign Attachment Types to a Search Profile Type

View : V77RCF_SPT_AATYP

Description:

In this Customizing activity, you determine for each search profile type which attachment types should

be taken into account during the full text search.

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8.6.1.6. Update Search Profile IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Update Search Profile

Transaction: HRRCF_RECREATE_SP

Description:

� This IMG activity enables you to update the search profiles that have been created on the basis of a search profile type.

� This activity must be performed whenever the user changes the assignment of fields in an information category to a search profile type.

� Creating search profiles for a large number of objects (candidates, job postings) can take a long time. It is recommended to start the report as a background process if several changes have been done.

8.6.1.7. Update Search Profile IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Profile -> Update Search Profile

Report : RCF_UPD_DOC_ATTRIB_INDX_FULL

Description:

You use this report to correct the search-relevant attributes of the attachments in Knowledge Provider

(KPro).

8.6.2. Search Templates

Search Templates represent the actual UI elements available on the ERecruiting screens during search.

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In the above screenshot, the highlighted dropdown represents Search Templates.

For example, the already selected template above is “Candidate’s Work Experience”.

Search Template Elements represent the individual fields within each Search Template.

For example, Country/Employer represents search template elements.

8.6.2.1. Define Search Templates IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Templates -> Define Search Templates

View : V_T77RCF_SMASK

Description:

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Here, you define the search templates that should be available on the user interface for search

purposes.

You specify for each search template the search profile type on which it should be based on. In

addition, you determine how the search template is displayed on the user interface.

8.6.2.2. Define Search Templates Elements IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Templates -> Define Search Templates Elements

View : V_T77RCF_SM_ELEM

Description:

Here, you define all the fields on which search should be possible from the web front end.

The possible values for element type are:

List Box, Multi-line Input field, Display field, Checkbox, Radio button, Date type, Salary

Expectations,

Job Family Potential, Performance Management.

To define a new search template element, a nomenclature should be followed as follows:

Z<object>_<information category>_<field name as in table>

For example: ZCAND_EDU_EDULEVEL

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8.6.2.3. Assign Search Templates Elements to Search Templates IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Templates -> Assign Search Templates Elements to Search Templates

View : V_T77RCF_SM_ASME

Description:

In this Customizing activity, you specify which search template elements appear in the search template

and in what order.

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In the above screenshot, Search Template “Candidate’s Education” consists of 5 Search Template

Elements as shown.

8.6.2.4. Define Search Templates Groups IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Templates -> Define Search Template Groups

View : T77RCF_SM_GROUPT

Description:

In this Customizing activity, you define search template groups. You assign the search templates you

require to display a certain search on the user interface to the search template groups. Should any new

Search Template groups be required to be defined, they can only be defined in the customer

namespace starting with 9*.

8.6.2.5. Assign Search Templates to Search Template Groups IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Templates -> Assign Search Templates to Search Template Groups

View : T77RCF_SM_GROUPT

Description:

In this Customizing activity, you assign the search templates that should be available on the user

interface for the display of a special search to a search template group. At the same time, you

determine the order in which the search templates are displayed on the user interface.

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Search in Talent Warehouse group corresponds to the Candidate Search screen.

8.6.2.6. Assign Search Template Groups to Search Applications IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

Templates -> Assign Search Template Groups to Search Applications

View : V77RCF_SMG_NAVI

Description:

In this Customizing activity, you specify which search template groups are used in the different

scenarios

Standard settings delivered for the relevant search applications (search template groups) for Recruiting

Administrator and Recruiter portal roles:

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CompID of Calling Controller Scenario (Search Template Group)

cdcycandsearch Candidate Search in the context of a requisition or an application

group (recruiter)

cdcyreqsearchexternalpostings

Search for Requisitions in the context of an external candidacy for

recruiters (with external postings or with and without external postings

(you can alternate between the two scenarios))

cdcyreqsearchinternalpostings

Search for Requisitions in the context of an internal candidacy for

recruiters (with internal postings or with and without internal postings

(you can alternate between the two scenarios))

trmcandsrch Search for Candidates in Talent Warehouse for Recruiters

simplesearch_audittrail Simple Search for internal and external candidates in the context of an

audit trail (Recruiting Administrator)

simplesearch_delcand Simple Search for external candidates in the context of deletion

(Recruiting Administrator)

simplesearch_deregcand Simple Search for external candidates in the context of deregistration

(Recruiting Administrator)

quicksearch Quick Search

Standard settings are delivered for the relevant search applications (search template groups) for the following scenarios that are realized for the Candidate:

CompID of Calling Controller Scenario (Search Template Group)

EMPLOYEE2POSTING Search for Internal Job Postings for Registered Internal Candidates

REGISTERED2POSTING Search for External Job Postings for Registered External Candidates

UNREGEMPLOYEE2POSTING Search for Internal Job Postings for Unregistered Internal Candidates

UNREGISTERED2POSTING Search for External Job Postings for Unregistered Candidates

With this, the configuration of Search Templates and Groups is complete.

The final step is to set up the Search Applications which is an optional step. 8.6.2.7. Set Up Search Applications

IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Search -> Search

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Templates -> Set Up Search Applications

View : V77RCF_SRCH_ATTC

Description:

In this Customizing activity, you set the attributes for the search scenarios. In this way, you can

determine for different search applications which interface elements they contain and which options

for creating search queries are available.

SAP delivers the standard entries in table T77RCF_SRCH_ATTR. These entries get overridden by entries

from this table.

The various columns have the following meaning:

Display Ranking: If this indicator is set, the column displaying the match is shown in the result list. The indicator is relevant only for candidate scenarios. Display Documentation: If this indicator is set, a link to the documentation of the search application is provided on the user interface. The indicator is relevant only for candidate scenarios. Display variants: If this indicator is set, the user can save search variants for later use. Display Maximum Number of Hits: If this indicator is set, the settings for the maximum number of hits are displayed on the user interface. Maximum Number of Hits: This number specifies how many hits are displayed in the hit list. Note: If you do not enter a value, then there are no entries in the hit list. Display Threshold: If this indicator is set, the settings for the match threshold are displayed on the user interface. Threshold: This number specifies by how much a hit must agree with the search criteria for it to be displayed in the hit list. Display Operator: If this indicator is set, operators are available for the recruiter on the user interface of the search application for combining values of the same search template element. In this way, the recruiter can override the standard system behavior.

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Operator: Contains the operator that dictates the standard system behavior for the recruiter's search applications when combining values of the same search template element. Specify AND or OR to determine the relationship between the criteria. 8.7. Candidate Services IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services

Description : Candidate Services node has been added as a part of EhP4. Two services have been

provided:

� Job Agent � Tell-a-Friend

8.7.1. Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job

Agent

Description:

It may happen that the organization may currently not have any openings for the job category or role

the applicant is looking out for. In such cases if the applicant wants the company to keep him posted

on the job openings that match his role and profile, he will select the role criteria; select the

frequency for receiving notifications and save it as a Job Agent. The Job Agent service will then

automatically send periodic mailers to the applicant whenever openings satisfying the saved criteria

are posted.

8.7.1.1. Define Periodic Services for Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job

Agent–>

Define Periodic services for Job Agent

Table : T77RCF_AS_SERV

Description: Standard SAP delivered settings is used. No changes required

8.7.1.2. Specify Rules for Periodic Services of Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job

Agent–>

Specify Rules for Periodic Services of Job Agent

Table : T77RCF_AS_SERV

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Description:

In this IMG activity, you set the attributes that influence a periodic service for the job agent to suit

your requirements.

Periodic service Attributes Description

JOB_AGENT MAX_JOB_AGENTS Maximum number of job agents that a candidate can create

JOB_AGENT MAX_POSTINGS Maximum number of job postings that can be sent by a job agent

that was created by a candidate

8.7.1.3. Set Up Background Job for Job Agent IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services ->Job

Agent–>

Set Up Background Job for Job Agent

Description:

Schedule report RCF_AGENT_SERVICES as a daily background job.

Note that this service will not be run if program RCF_PERIODICAL_SERVICES runs simultaneously. For all

other services, the RCF_AGENT_SERVICES report can be run simultaneously.

8.8. Tell-a-Friend IMG Path : SPRO -> SAP E-Recruiting -> Talent Warehouse -> Candidate -> Candidate Services -> Set

up Tell

A Friend service

Description: This service is available to the external candidate on the Job search screen.

Pre-requisite:

1. A service user needs to be assigned to parameter SERVICE_USER in table V77RCF_MDL_PRMC. We

have

assigned the service user RCF_UNREG for this service.

This table can be accessed from IMG path: IMG -> SAP ERecruiting -> Technical Settings ->User

Interfaces->

Manager Involvement -> Assign Values to Interface Parameters (WebDynpro ABAP)

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1.1.11 9. Applicant Tracking

IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking

Description: Applicant tracking is done by performing a series of Activities.

Activities are grouped into Processes and linked to any of the available HR objects.

Applicant tracking also forms the basis for Applicant Ranking.

9.1. Assign Scales to Scale Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Assign Scales to Scale Types

View : V_T77RCF_SCALES

Description:

Applicant tracking involves ranking candidates on the basis of their suitability. Suitability is expressed

via customizable ranking scales. Scales need be created and assigned to Scale types.

Here, Scale type refers to the scenario in ERecruiting where the ranking functionality can be executed.

Three types of ranking scales are distinguished:

� Assignment Rating: Expresses how well a candidate suits a requisition. � Candidate Classification: Expresses how well a candidate suits the company (independent of

requisition assignment) � Weighting for Search and Match: This scale type is needed to express how important criteria

are in search.

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9.2. Define Application Source Types and Assign to Application Sources

IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Define Application Source Types

View : V_T77RCF_APPLSTY, V_T77RCF_APPLSRC

Description:

In this IMG activity, you define the application source categories you require when you want to report

on where candidates learned about your job postings. In addition, you store an OTR (object text

repository) text for each source category. This text is displayed on the user interface together with a

free-form text field.

Applicants can enter their “Source of application” in the final step of an application.

Fig 1. Application Source Types

Fig 2. Assign Application Source Types to Application Sources

The OTR’s can be accessed from transaction SOTR_EDIT.

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9.3. Activities IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities

Description:

Activities are foundation of Applicant tracking. They are individual steps taken on a candidate.

For example: Invite for Interview, Send Offer Notification, Initiate ATO.

� Activities have a Status. They can either have status Planned or Completed. You can enter a Due Date for activities with status as “Planned”.

� Activities have Notes and Attachments. � An activity is always assigned to an Object Type.

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9.3.1. Define Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Define Activity Types

View : V77RCF_ACT_TYPE

Description:

Here you define the activity types that you require for your processes within SAP E-Recruiting. To do

so, you assign an Activity Category to each activity type. This controls what data the activity type

contains and what system functions can be executed for it.

Activity Categories delivered in ERecruiting:

� Simple Activity � Simple Correspondence � Qualifying Event � Invitation � Status Change � Data Transfer for new employees � Questionnaire

9.3.2. Define Processes IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Define Processes

View : T77RCF_ACTPROC_T

Description:

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A Process is a grouping of activities used to structure the applicant tracking process from a business

point of view. We can define custom processes and assign existing or custom activities to it.

9.3.3. Assign Processes to Recruitment IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Processes to

Recruitment

View : V77RCF_PROC2SUB

Description:

In this Customizing activity, you assign the processes you want to use to the Recruitment area. In doing

so, you use the process groups to define the subarea of Recruitment in which your processes will be

used.

� Processes that are assigned to the Candidate Shortlist subarea focus on processing assignments of candidates to Requisitions or Application Groups.

� Processes that are assigned to the Talent Relationship Management subarea focus on maintaining relationships with candidates in the Talent Pool.

Within a process group, you use the sequential number to specify the order in which the processes are

offered for selection on the user interface.

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9.3.4. Assign Activity Types to Recruitment Processes IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Activity Types to

Recruitment Processes

View : V77RCF_ACT2PROC

Description:

In this Customizing activity, you assign Activity Types to Processes in the Recruitment subarea. By

doing so, you store the possible activity types that are included in the relevant process.

9.3.5. Assign HR Object Types to Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign HR Object Types to

Activity Types

View : V77RCF_ACT2OTYPE

Description:

You assign HR object types from E-Recruiting to your activity types

It is recommended to assign the activity types as follows

Activity Types HR Object

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Activity Types for Talent Relationship Management Candidate

Activity Types for Application Management Application

Activity Types for Selection Process Candidacy

9.3.6. Assign Status to Status-Changing Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Status to Status-

Changing

Activity Types

View : V77RCF_ACT2OTYPE

Description:

Here, you assign the possible statuses for each ERecruiting object.

9.3.7. Link Activity Types with Referencing Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Assign Status to Status-

Changing

Activity Types

View : V77RCF_ACT2PROCR

Description:

In this Customizing activity, you link activity types of the activity categories Status Change, Qualifying

Event, and Questionnaire with activity types of the category Invitation. When the user creates the

relevant activity, a suitable linked activity of the category Invitation is then available that the user can

use to send the activity.

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9.3.8. Correspondence IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence

Description:

All the settings related to correspondence activities viz. defining letter templates, changeable

sections, assigning forms to activity types, etc are configured in this step.

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9.3.8.1. Adapt User for Correspondence IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> General

Settings -> Adapt user for Correspondence

Transaction: SU01

Description:

Here, you configure users so that they can send or print correspondences.

You must make the following settings:

� You need to assign a printer to the user (output device field in SU01) so that he or she can print the correspondence. You also need to make this entry for correspondence output by e-mail to ensure the formatting is correct.

� You need to assign an e-mail address to the user so that he or she can send the correspondence by e-mail. If an e-mail address is stored for candidates assigned to the user, the system uses this e-mail address.

9.3.8.2. Specify ITF-HTML Mapping IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> General

Settings -> Specify ITF-HTML Mapping

View : T77RCF_MAPPING

Description:

The system saves letter templates as Smart Form templates with text modules (letter sections). The

user can change these letter sections when sending correspondence. The system reads the text

modules when loading in Interchange Text Format (ITF) format. This cannot be displayed with

WebDynpro.

The FormattedTextEdit control (Control for Editing of Letter Sections) used by SAP expects a subset of

XHTML as the code for the formatted text display. Therefore it is necessary to convert the ITF format

to HTML format, which can be interpreted by FormattedTextEdit.

SAP delivered entries has not been changed.

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In this Customizing activity, you assign corresponding HTML formats to the ITF (Interchange Text

Format) tags that you use in the styles of your Smart Form forms. In this way, you can specify how the

system converts the formatting of the Smart Form templates to HTML formatting. This is necessary as

the editor for individualizing letter sections uses HTML formats.

9.3.8.3. Assign Document Categories to Activity Categories IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create

Letter

Templates -> Assign Document Categories to Activity Categories

Transaction: SU01

Description:

Document categories group together correspondence documents of the same type and specify the

technology with which the documents can be customized by the user.

Activity Categories specify the types of activities available in ERecruiting.


Create Forms and Changeable Letter Sections

IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create

Letter

Templates -> Create Forms and Changeable Letter Sections

Transaction: SMARTFORMS

Description:

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Here, you create the Smart forms and Text Modules (used in smartforms) that are used to create

letters for correspondence in SAP E-Recruiting.

The sample forms have the prefix HRRCF_CS_IT_*.

The sample text modules have the prefix HRRCF_CS_MT_*.

9.3.8.4. Assign Changeable Letter Sections to Forms IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create

Letter

Templates -> Assign Changeable Letter Sections to Forms

View : T77RCF_INCL2FORM

Description:

In this customizing activity, you assign to the forms the text modules that are available to users in

correspondence activities as changeable letter sections for customizing the correspondence.

When a correspondence activity is created, only the specified Text Module contents are available for

editing on the WebDynpro UI.

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9.3.8.5. Assign Forms to Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create

Letter

Templates -> Assign Changeable Letter Sections to Forms

View : T77RCF_INCL2FORM

Description:

Here, you assign forms as letter templates to the activity types. These forms determine the

appearance and the content of the letter that is generated by the correspondence activity being

created.

You can assign several forms to an activity with the same attributes (companies, interest groups,

candidate classes) by using sequential numbers. These forms are offered for selection (if more than 1)

as letter templates when the user creates a correspondence activity.

9.3.8.6. Assign Templates for Cover Letter to Letter Templates IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Create

Letter

Templates -> Assign Templates for Cover Letter to Letter Templates

View : T77RCF_COV2FORM

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Description:

In this Customizing activity, you assign templates for the cover letters to the letter templates.

The system sends the letters via e-mail. The e-mail sent consists of a cover letter and the actual letter

in the form of an attached document. By using cover letters, you can separate the actual content of

the letter from the formal cover letter.

9.3.8.7. Assign Document Formats to Output Channels IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Activities -> Correspondence -> Output

Channels -> Assign Document Formats to Output Channels

View : T77RCF_CS_CH2FMT

Description:

In this customizing activity, you assign document formats to output channels. In E-Recruiting,

documents can be output in various formats using various output channels.


9.4. Questionnaires IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires

Description:

A questionnaire is a set of questions that can be completed by a person (e.g. candidate, recruiter)

during the applicant tracking process. Questions first need to be created forming a question bank.

A sample questionnaire is displayed below.

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9.4.1. Set Up Categories IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires -> Set Up Categories

Transaction: OO_HRRCF_CAT_CREATE

Description:

This IMG node is a report that automatically makes the basis settings and generates the relevant table

entries. You only need to execute the report once when ERecruiting is being set up.

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9.4.2. Assign Categories to Activity Types IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires -> Assign Categories to

Activity

Types

View : V77RCF_QACAT2ACT

Description:

Each Questionnaire activity needs to be assigned with a Category viz. Evaluable Information or Equal

employment information.

We are not using Equal Employment Information category. The standard one itself is used.

� You identify the activity types whose questionnaires are to be integrated in the application wizard.

� You identify the activity types whose assigned questionnaires are to be included in the automatic ranking of the candidate's questionnaires.

The system includes all questionnaires of an identified activity type on the user interface of the

candidate shortlist in the Questionnaires column; the other questionnaires are included in the

Feedback column.

9.4.3. Define Questionnaire Groups IMG Path : SPRO -> SAP E-Recruiting -> Applicant Tracking -> Questionnaires-> Define Questionnaire

Groups

View : VT77RCF_QA_GROUP

Description:

In this Customizing activity, you define the questionnaire groups in which you can group together

questionnaires or questions on a specific topic in Questionnaire or Question Maintenance.

The system uses the names of the questionnaire groups on the user interface as titles for the relevant tab pages for data storage.

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1.1.12 10. Requisition Management

IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management

Description:

Requisition is a formal agreement between managers and recruiters to initiate the recruitment process

It is an internal document –

� Determining the positions for which candidates are to be sought � Defining the complete job description and key requirements that candidates must fulfill � Sources/channels where the advertisements for the vacancies should be published.

10.1. Requisition 10.1.1. Define Hierarchy Levels IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Define

Hierarchy Levels

Table : T77RCF_HIER_T

Description:

In this IMG activity, you define the hierarchy levels that exist in your company. The hierarchy levels

represent the pecking order in your company with relation to professional capabilities and management

responsibility.

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10.1.2. Define Work Contract types IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Define

Work Contract Types

Table : T77RCF_CONTTY_T

Description:

Here, you define the different categories of work contracts that your company has with its employees.

The work contract type is part of the terms of employment that apply to a job.

10.1.3. Define Industries IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Define

Work Contract Types

Table : T77RCF_INDU_T

Description:

In this IMG activity, you define the industries that are relevant for your recruitment process. This

should include industries that exist in your company and industries in which a candidate could have

gained work experience.

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10.1.4. Define Functional Areas IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Define

Functional Areas

Table : T77RCF_FUNC_T

Description:

In this IMG activity, you define the task/functional areas in your company that contribute to the

achievement of the corporate goal.

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10.1.5. Define Employment Fractions IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Define

Employment Fractions

Table : T77RCF_WORKTI

Description:

This customizing activity specifies the minimum number of working hours per week that constitute a

given employment fraction.

Threshold expresses the individual weekly working time (in No. of hours) as a portion or fraction of the

standard weekly working time.

10.1.6. Currencies for Salary ranges IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Salary

Ranges -> Determine Currencies for Salary Ranges

Table : V_T77RCF_SAL_CUR

Description:

In this Customizing activity, you determine the currencies for the salary ranges. These are the

currencies in which the payment information can be specified for the job and salary expectations.

10.1.7. Define Salary Ranges IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Requisition -> Job Description ->

Salary

Ranges -> Define Salary Ranges

Table : V_T77RCF_SAL_RNG

Description:

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In this customizing activity, you determine the salary ranges for the payment information of the jobs

and salary expectations of the candidates for each currency.

10.2. Job Posting Posting is an Advertisement. It contains all relevant information you wish to communicate to the public

about the vacancy.

For example: Company information, Department, Project, Tasks/Responsibilities, Requirements.

10.2.1. Define Posting Channels IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management ->Job Posting -> Define Posting

Channels

Table : V_T77RCF_POSTCHN

Description:

Posting channels refer to recipients to whom you want to send your job postings for publishing, for

example, a daily newspaper, a specific job board, or your intranet.

When a manager releases a posting instance for publishing, the publisher starts the necessary routine

(publisher class) for publication of the posting. He generates a document in a specific format using the

information contained in the posting instance, for example.

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10.2.2. BAdI: Generate Reference Codes IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Job Posting -> BAdI: Generate

Reference

Codes

BAdi Definition : HRRCF00_GET_EXT_CODE

BAdi Implementation: ZHRRCF_GET_EXT_CODE_01

Description:

When a publication is created for posting, the recruiter can either manually enter the reference code

or if this BAdi is activated can get the reference code auto generated by the system. The recruiter can

do this by clicking the button Generate Reference Code.

The standard system, by default, generates a 40 character alphanumeric code. The BAdi can be used to

include customer-specific logic for the reference code.

10.2.3. BAdI: Specify Proposal Texts for Postings IMG Path : SPRO -> SAP E-Recruiting -> Requisition Management -> Job Posting -> BAdI: Specify

Proposal

Texts for Postings

BAdi Definition : HRRCF00_GET_DEFAULT_POST_TEXTS

BAdi Implementation: Does not exist. Can be created, if required.

Description:

This BAdi can be used to provide default texts for the free-text fields when creating a posting text. The

fields on the posting screen that can be defaulted are - Company, Department, Project, Tasks, and

Requirements.

The interface of the BAdI permits the transfer of the logon language of each user so that it is possible

to create language-dependent texts. The interface also permits the transfer of the position, industry,

functional area, and hierarchy level to determine the default text.

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1.1.13 11. Additional Tools

11.1. Delete External Candidates IMG Path : SPRO -> SAP E-Recruiting -> Delete External Candidates

Transaction: OO_HRRCF_DEL_EXTCAND

Description:

This program can be used to delete external candidates with all associated links.

Enter your selection criteria. The following selection criteria are available:

Candidate: If you want to delete a candidate, enter the candidate ID.

Talent Group: If you want to delete candidates that are grouped together in a talent group, enter the

talent group ID. You can only select the talent groups for which you are a member of the support team.

Deregistered Candidates: If you set this indicator, candidates are deleted only if their registration in

the Talent Pool has also been deleted.

Check Legal Conformance: If you set this indicator, the program checks whether there are

assignments of the candidate to requisitions and which retention periods are stored for each of the

requisitions. If there are no assignments to requisitions or the retention periods have expired, the

relevant candidate is deleted.

Test Mode: If you set this indicator, the program performs a test run without any changes being made

to the database.

Run the program. The system displays a result list. A message appears for candidates that were not

deleted.

When the candidates are deleted, the associated business partners are not deleted, but are archived.

You can delete business partners later from the database using the transaction BUPA_DEL (Delete

Business Partners).

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11.2. Create Internal Users and Candidates for SAP E-Recruiting IMG Path : SPRO -> SAP E-Recruiting -> Create Internal Users and Candidates for SAP E-Recruiting

Transaction: OO_HRRCF_CREATE_USER

Note : This program should not be executed where HR and ERecruiting systems are on same

Instance i.e. integrated scenario To be used only when

HR and ERecruitment reside on separate servers’ i.e. non-integrated scenario.

Description:

You should run this program when initially creating the first user (for example, the administrator). The

administrator then creates all other users on his start page using the User Maintenance function.

As a rule, however, the external candidates register themselves using the appropriate Web scenarios,

and the internal candidates (employees) are imported from an HR system using the master data

interface (ALE).

In the integrated scenario, you cannot run the program as this then result in data inconsistencies.

This program creates all ERecruiting specific objects for an employee i.e. executing this program will

create BP, CP, US, and NA objects for the employee.

11.3. Create Internal Users and Candidates for SAP E-Recruiting IMG Path : SPRO -> SAP E-Recruiting -> Create Internal Users and Candidates for SAP E-Recruiting

Transaction: OO_HRRCF_CHECK_SRCH

Description:

In this Customizing activity, you can check the consistency of the settings that you entered in the

Customizing for the search.

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1.1.14 12. ICM (Internet Communication Manager) Tasks

1. Transaction RZ11 2. Display parameter “icm/host_name_full”.

The fields “ProfileVal” and “Currentvalue” should have Host URL entry.

For example: dv35.rel.co.in

3. Also, check the transaction SMICM -> GoTo -> Host Name Buffer -> Display. It should have the Fully Qualified Host entries which looks as follows:

12.1. SICF Services Activation Listed below are some services that must be activated in the system depending on the operational

scenario:

� Support for the Internet protocol (HTTP, HTTPS and SMTP) in the SAP Web Application Server /default_host/sap/public/icman

Through this the ICMan process can (for example) make decisions concerning the distribution of

HTTP requests to the corresponding server.

� Using load distribution - with the message server

/default_host/sap/public/icf_info

/default_host/sap/public/icf_info/logon_groups

/default_host/sap/public/icf_info/urlprefix

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- with the Web Dispatcher

/default_host/sap/public/icf_info

/default_host/sap/public/icf_info/icr_groups

/default_host/sap/public/icf_info/icr_urlprefix

� Using Business Server Pages (BSP) /default_host/sap/bc/bsp/sap

/default_host/sap/bc/bsp/sap/system

/default_host/sap/bc/bsp/sap/public/bc

/default_host/sap/public/bc (available for 620 with Support Package 34)

/default_host/sap/public/bc/ur (available for 620 with Support Package 34)

/default_host/sap/public/bsp/sap/public

/default_host/sap/public/bsp/sap/public/bc

/default_host/sap/public/bsp/sap/system

/default_host/sap/public/bsp/sap/htmlb (as of Release 620 Support Package

SAPKB62026)

� Using the BSP logon procedure /default_host/sap/public/bsp/sap

/default_host/sap/bc/bsp/sap/system

/default_host/sap/public/bsp/sap/public

/default_host/sap/public/bsp/sap/system

BSP test applications for troubleshooting

/default_host/sap/bc/bsp/sap/it00

/default_host/sap/bc/bsp/sap/sbspext_htmlb

/default_host/sap/bc/bsp/sap/sbspext_xhtmlb

/default_host/sap/bc/bsp/sap/htmlb_samples

As of Release 6.30: /default_host/sap/bc/bsp/sap/bsp_verificatio

� For e-Recruitment, activate all services with the prefix HRRCF.

Before testing the e-Recruiting specific BSP applications, test the standard BSP Test applications

specified above for troubleshooting of web environment.

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� ICF test applications /default_host/sap/bc/echo

- Among other things, this service returns information about the registration procedure being

used, the header and form fields, and the generated SSO cookie for the executed request.

Therefore, this service should only be activated for troubleshooting purposes.

/default_host/sap/bc/error

- This service generates some error situations in the system and should only be activated for troubleshooting purposes.

/default_host/sap/bc/srt/xip/sap

- You want to fix the Web service error message "Could not determine WSDL address (ICF_ERROR), SRT_REG038" in connection with XI services.

NOTE: Above details are as per Note 517484.

12.2. Services to which a Service User must be assigned

hrrcf_apply_ext Apply with Reference Code (Non Registered Candidate)

hrrcf_cand_reg External Candidate, Registration

hrrcf_unrg_srch Non Registered Candidate, Job Search

hrrcf_search General Search Application

hrrcf_unrg_appl Non Registered Candidate, Application Wizard

hrrcf_pinst_pbl Posting Instance Publication Internal / External

hrrcf_pinstappl Posting Instance Publication Internal/External branches to the application wizard

hrrcf_password Administration of User Passwords

hrrcf_ee_srch Search for Internal Postings (without first logging on to the system)

hrrcf_ee_awzd

Application Wizard (Entry)

(application wizard is called after a successful search for internal postings)