sap hr integration
DESCRIPTION
SAP HR integrationTRANSCRIPT
SAP AG 1999
Setting Up Integration Between PersonnelManagement and Organizational Management
Integration Tools
Integration to Personnel Management
PLOGIIntegration switch for organizational assignmentXORGA
PersNo. Validity -
Enterprise Structure
...
Cost center
Organizational Structure
Job
Position
Org. unit
Organizational Assignment (0001)
SAP AG
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Personnel Subarea IMG Activities (2)Display Structure: Activities for Organizational Unit Personnel Subarea
Structure System HelpEdit Goto Information Utilities Default settings
Expand/collapse What other projects?
Personnel Time Management Work Schedules
Personnel Subarea GroupingsDefine groupings for the work schedule
Work Schedule Rules and Monthly Work SchedulesSet groupings for the public holiday calendar
Time Data Recording and AdministratioinSubstitutions
Define personnel subarea groupingsAbsences
Absence Catalog Group personnel subareas for absences/attendances Absence Counting Group personnel subareas for absence counting
Availability Group personnel subareas for availability types
QuotasAbsence Quotas
General Absence Quotas Group personnel subareas for time quotas
Leave Quotas Group personnel subareas for leave quotas
Time EvaluationSettings for Time Evaluation
Group personnel subareas for time recording
SAP AG
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Employee Subgroup IMG ActivitiesDisplay Structure: Activities for Organizational Unit Employee Subgroup
Structure System Help Edit Goto Information Utilities Default settings
Expand/collapse What other projects?
Personnel Administration
Organizational Data
Organizational Assignment
Define employee attributes
Payroll Data
Basic Pay (example)
Define EE subgroup grouping for PCR and coll.agrmt prov.
Wage Types
Define employee subgroup grouping for primary wage types
Personnel Time Management
Work Schedules
Work Schedule Rules and Monthly Work Schedules
Define employee subgroup groupings
Time Data Recording and Administration
Absence Quotas
General Absence Quotas
Group employee subgroups for time quotas
Attendance Quotas
Group employee subgroups for time quotas
SAP AG 1999
Depicting the Organization of Payroll in theSAP System
Personnel Management
Create Payroll Area
Personnel AdministrationOrganizational Data
Organizational Assignment
Check DefaultPayroll Area
Create Control Record
Payroll Payroll International
EnvironmentPayroll Organization
Generate Payroll Periods
CAB Co.
Payroll is run atthe end of the month.
CAB Co.
Payroll is run on the 10th of the subsequent month.
SAP AG 1999
Payroll Control Record
Simulation
Payroll areaPayroll area XX salaried employeeXX salaried employeeControl record typeControl record type 01 Payroll 01 Payroll
Released for payroll
Released for corrections
Exit payroll
Check payroll results
Incorrect personnel no.
payroll area
Payroll status
XX monthly
The different phases within payroll
International
Payroll
Release payroll
Start payroll
Check results
Corrections
Exit payroll
Payroll
SAP AG 1999
Maintaining Features
Sub-objects
Feature ABKRS ABKRS Default values forpayroll area
Create
Decision tree
Structure
Persons responsible/status
Assign country/component
Documentation
Display Change
Features: Initial Screen (Transaction PE03)
Queries personnel and data structure fields to determine the return code
Feature's administrative data
Information on the structure and the functions
Countries for which the feature is valid
Containing one or more fields that canbe queried in a decision tree
SAP AG
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Default Values for Payroll Accounting Area
StructuralStructuralgraphicgraphic
SystemEdit Goto HelpFeature Utilities
Edit Feature Edit Feature ABKRS ABKRS : Decision Tree: Decision Tree
Error text
** *** 01* 01 *** 01 DN* 01 DZB
DD
D
TCLASMOLGA&ABKRS=D2,PERSK&ABKRS=D2,&ABKRS=D1,&ABKRS=99,&ABKRS=99,
Variable key F D Operations
Default Values for Payroll Area
PME04 Field string for feature
TCLAS
*MOLGA
**01
PERSK
**&ABKRS=D2,
BUKRS Company codeMOLGA Country groupPERSG Employee groupPERSK Employee subgroupTCLAS Transaction class for data storage
ABKRS
SAP AG 1999
Maintaining Features (2)
Sub-objects
Feature LGMST Planned Payment Specification
Decision tree
Structure
Persons responsible/status
Country/component assignment
Documentation
Display Change
LGMST LGMST Planned Payment Specification
MOLGA Country Grouping
01 Germany
SUBTY
02 Switzerland
10 USA
Subtype
1
02/ 1
Otherwise
PERSG Employee group
1 Active employee
PE03
Enterprise Structure for Wage Type Model
Features: Initial Screen Process Feature LGMST: Decision Tree
SAP AG 1999
SAP Time Management: Overview
Record... Valuate... Use...working times
Time Accounts CapacityPlanning
Cross-ApplicationTime Sheet
EmployeeSelf-Services
Time Administrators
Time RecordingSystems
Incentive WagesPayroll
Cost Assignment
ActivityAllocation
Training andEvents
Management
Working time regulations,
attendances/absences,substitutions
Working time regulations,
attendances/absences,substitutions
SAP AG 1999
Time Recording Options
Cross-ApplicationTime Sheet
Time RecordingSystems
ESS
Time Administrators
Single screen
Fast entry
List screen
Calendar
Internet
Workflow
For multiple personsand infotypes
n Time data is stored in time infotypes. The personnel administrator can use various options for recording time data:
Ÿ Single screen: Records one infotype for one employeeŸ Fast entry: Records one infotype for several employeesŸ List screen: Records several infotype records for one employeeŸ Calendar: Records infotypes for a year (annual calendar), a month (monthly calendar), or a week (weekly calendar)
Multiple persons and infotypes entry: Records several infotype records for several persons
SAP AG 1999
What is SAP Time Management?
Workschedules
Work onSundays
Time accounts
Substitutions,availability
Other SAP Systemapplications
Work onpublic holidays
Others
SAP AG
SAP AG 1999
Time Recording Methods
Work schedule =Actual and
plannedDoctor's appt 11:00 14:00 2.5 hrs
Record only deviations to work schedule
Record all times
Attendance 08:00 11:00 3 hrs
Doctor's appt 11:00 14:00 2.5 hrs
Attendance 14:00 17:00 3 hrs
Recorded times =Actual
Work schedule =Planned
There are basically two different methods for transferring employee time data to the SAP System:
Method 1: Record only deviations to the work scheduleThis method records only employee time data that represents exceptions or deviations to the work schedule assigned to employees. Here you can include the most current data, such as employee illnesses, schedule and record substititutions, and enter annual leave for employees.
Method 2: Record actual timesThis method completely records all actual times, that is, all transactions such as actual working times, absences, and so on.n There are two procedures for recording actual times:Ÿ Automatic recordingActual times are recorded in front-end time recording systems, uploaded to the SAP System and then processed in SAP Time Evaluation. Ÿ Manual recordingActual times are manually recorded in the Attendances infotype (2002).
SAP AG 1999
SAP Time Management: Required Infotypes
Org. Assignment
Absence Quotas
Time RecordingInfo
Personal Data
NameDate of birth
12
9
6
3
11
7 58 4
101
2
Employees
Always mandatory
For time evaluationonly
Planned Working Time
The following infotypes are required for the integration of time management data records:Ÿ Organizational Assignment (0001)Ÿ Personal Data (0002)Ÿ Absence Quotas (2006) to manage employee leaveŸ Planned Working Time (0007): The appropriate Time Management status must be stored in this infotype. This status determines whether and how employee time data is to be processed in SAP Time Evaluation or in SAP Payroll.Ÿ Time Recording Info (0050):This infotype is only used when SAP Time Evaluation is in active use. It allows interface data to be received at the subsystem and additional employee information to be entered for the purposes of time evaluation.Note: The Payroll Status infotype (0003), which the system usually creates when an employee is hired, determines the earliest retroactive accounting date and when time evaluation is to be run next
SAP AG 1999
Integration with Other SAP Components
Logistics
PMPMCSCSPSPS
Confirmations
Capacity PlanningOrder Scheduling
MM-MM-SRVSRV
External Services
Accounting
COCO
ActivityActivityAllocationAllocation
CostCostAssignmentAssignment
FIFI
Personnel Time Management
Balance Sheet and Balance Sheet and Sales Revenue AccountsSales Revenue Accounts
Master Data
PersonnelTime Events
Work TimeEvents
Incentive WagesTime Tickets
Time Evaluation
PPPPPIPI
ConfirmationsTime RecordingTime Recording
SystemsSystems Payroll
Personal Work ScheduleShift Planning
Attendances/Absences
Cross-Application Time SheetCross-Application Time Sheet
Ÿ Working times recorded in the Cross-Application Time Sheet are transferred as attendances to SAP Time Management. These attendances can be allocated as activites in SAP Controlling. Attendances are also transferred to SAP Time Evaluation for further processing. Time balances and time types are formed, which are then transferred to SAP Payroll. Finally, the payroll results are transferred to SAP Accounting. Payroll results are transferred to SAP Payroll.Ÿ Employee attendances and absences serve as information on employee availability for capacity planning in SAP Logistics.Ÿ Working times recorded in time recording systems are transferred as personnel time events to time management and processed further in SAP Time Evaluation. Wage types formed are transferred to SAP Payroll.
SAP AG 1999
CAB Company
FlextimeRotating shifts
Part-time workersOthers
Hourly-Wage EarnersWarehouse workers
Lathe operatorsWeldersOthers
Salaried EmployeesSales executivesAdministrators
SecretariesOthers
Work Schedule Models at CAB Company
SAP AG 1999
Changesin planned
working time
Early
Normal
Night
Work Schedules
+ Employee Time Data
OvertimeOvertime
Absences
Time Recording
Attendances
Businesstrips, actual
work performedSubstitutions
SAP AG 1999
Personnel Subarea
Availability
Early
Late
Night
Off
Work schedules,daily work schedules Public holiday
calendar
20002000
Attendances/absencescounting
Substitutions
Attendance/absence quotas
Personnel Subareas: Control Indicators
SAP AG 1999
Additional Personnel Subarea Groupings
Personnel subareagroupings for:
Work schedules
Daily work schedules
Substitutions andavailability types
Attendance/absence types
Attendance/absencecounting
Time quotas
Time recording
...
Flexible grouping optionsfor each element
of time management
Grouping for work schedulesGrouping for work schedules
0001
01
0002 0003
02
0004
Grouping for attendance and absence typesGrouping for attendance and absence types
0001 0002 0003 0004
01
Grouping for... Grouping for...
SAP AG 1999
Personnel Subarea: Customizing Steps
Display Structure: SAP Reference IMG: Personnel SubareaDisplay Structure: SAP Reference IMG: Personnel Subarea
Structure System HelpEdit Goto Information Utilities Default settings
Expand/collapse Where else used
Personnel Time Management Work Schedules
Personnel Subarea GroupingsSet Groupings for the Work Schedule
Work Schedules Rules and Work SchedulesDefine Groupings for the Public Holiday Calendar
Time Data Recording and AdministrationSubstitutions
Set Personnel Subarea GroupingsAbsences
Absence Catalog Group Personnel Subareas for Attendances/Absences Absence Counting Absence Counting Rules (New)
Group Personnel Subareas for Time Quotas
Availability Group Personnel Subareas for Availability Types
Managing Time Accounts Using Attendance/Absence QuotasDefine Groupings for Time Quotas
Group Personnel Subareas for Time Quotas Group Personnel Subareas for Time Quotas
. . .
SAP AG 1999
Employee Subgroup Steps
Display Structure: SAP Reference IMG: Employee SubgroupDisplay Structure: SAP Reference IMG: Employee Subgroup
Structure System HelpEdit Goto Information Utilities Default settings
Expand/collapse Where else used
Personnel Time Management
Work Schedules
Work Schedules Rules and Work Schedules
Define Employee SubgroupGroupings
Time Data Recording and Administration
Absences
Absence Catalog
Absence Counting
Absence Counting Rules (New)
Group Employee Subgroups for Time Quotas
Attendances
Managing Time Accounts Using Attendance/Absence Quotas
Define Groupings for Time Quotas
Group Employee Subgroups for Time Quotas
. . .
SAP AG 1999
Creating Work Schedules
Monthly Work SchedulesMonthly Work Schedules
Work Schedule RuleWork Schedule Rule
Period Work SchedulesPeriod Work SchedulesDay TypesDay Types
BreakBreakSchedulesSchedules
Public HolidayCalendar
Public Holidays
GeneratesGenerates
Variant RulesVariant Rules
Daily Work SchedulesDaily Work Schedules
Planned Working TimePlanned Working TimeInfotype (0007)Infotype (0007)
VariantsVariants
SAP AG 1999
Work Schedules
66 77 1313 1414 2020 2121 2727 2828
Calendar
Working Time
Shift6:00 a.m. - 2:30 p.m.
Flextime7:00 a.m. - 6:00 p.m.
20002000
The central element in SAP Time Management is the employee's work schedule. The work schedule contains planned specifications of an employee's working time, including breaks. The work schedule is based on a valid public holiday calendar
SAP AG 1999
Public Holidays and Public Holiday Calendar
Determine Public Holiday Classes
Personnel Time ManagementWork Schedules
-> Public holidays
-> Public holiday calendar
20002000
CAB Company
Different public holidays are celebrated in various parts of the world depending on the specific country, region, religion, city, and so on. In SAP Time Management, public holidays are grouped together in the public holiday calendar. To set up a work schedule, you need a valid public holiday calendar including company-wide public holidays relevant for your enterprise. The factory calendar does not affect the public holiday calendar in any way.n Public holidays and the public holiday calendar can be modified to suit national or regional provisions, or even internal business policy.n You maintain public holidays and the public holiday calendar under either Global Settings or Work Schedules in the IMG for Personnel Time Management.
SAP AG 1999
Public Holiday Calendars
20002000
Pub. Holiday Calendar
New Year's DayEpiphanyGood FridayEaster SundayEaster MondayIndependence Day
Pub. Holiday Calendar
AR ArgentinaAT AustriaCA CanadaDK DenmarkGE United Kingdom
MX Mexico
Personnel SubareaHeadquarters
MX Mexico
Maintain Public Holidays
With fixed dateWith fixed day of week from dateDistance to Easteris Easter Sundayis a movable holiday
Every work schedule is based on a valid public holiday calendar that includes all relevant regional public holidays.n The standard SAP System contains a comprehensive list of international, national, and regional public holidays as well as sample public holiday calendars.n You can define new public holidays and include them in a public holiday calendar. Existing holidays can also be partially modified or simply deleted from a public holiday calendar.n You can delete public holiday calendars that are not used.n The validity of a public holiday calendar is specified by a validity period.n A public holiday calendar is assigned to a personnel subarea.n Public holidays are set up and saved once and then can be copied to various calendars.n Public holidays can have one of the following characteristics:Ÿ Fixed dateŸ Specific date and day of weekŸ Distance to Easter (Easter, and certain days before/after Easter)Ÿ Movable holiday (date not fixed)
SAP AG 1999
Holiday class blank “Not a holiday”Holiday class blank “Not a holiday”
Holiday class 1 “Full-day holiday”Holiday class 1 “Full-day holiday”
Holiday class 2 “Half-day holiday”Holiday class 2 “Half-day holiday”
. . .. . .
DEUTSCHEMARK
DEUTSCHEMARK
BonusesLeave
Determining Public Holiday Classes
affects
The public holiday class is used for the selection of time wage types, daily work schedule variants, day types, and for absence counting. In the standard SAP System, the public holiday class 1 is assigned to “ordinary” full-day public holidays and the public holiday class 2 is assigned to half-day public holidays. Not all public holidays are treated in the same ways. Some collective agreements stipulate different holiday bonuses for working on certain public holidays, such as May 1 (May Day) in Germany, or Thanksgiving in the United Status (fourth Thursday in November). If you want to treat a public holiday differently, you can assign it an alternative public holiday class. You can use a value from 0 to 9 for the public holiday class; 0 or blank is used for days that are not public holidays Certain public holidays may only be relevant in specific religions, that is, the public holiday is observed only by employees of a particular religious group.
SAP AG 1999
19991999
200200
Personnel SubareaGroupingCountry A
Personnel Subarea GroupingCountry B
Public Holiday CalendarCountry A
Public Holiday CalendarRegion B
Assigning Public Holiday Calendars
SAP AG 1999
Work Schedule Levels
OFFOFF
OFFOFF
NN
NN
NN
NN
NN
OFFOFF
OFFOFF
LL
LL
LL
LL
LL
20002000
EARLY
LATE
NIGHT
OFF
EARLY
LATE
NIGHT
OFF
EARLY
NIGHT
OFF
EARLY
LATE
NIGHT
OFF
LATE
OFF
OFF
OFF
OFF
OFF
OFF
OFF
OFF
LATE
EARLY
NIGHT OFF
Mo Tu We Th Fr Sa Su
Month(s)
Day
Work Pattern(4 weeks)
Early shift: 6:00 a.m. to
2:00 p.m.
Work schedules define the work patterns for diverse groups of employees in an enterprise. Employees' contractually agreed to working times are set up in the work schedule.n A valid public holiday calendar is a prerequisite for every work schedule.n Specifications for work schedules are stored at three levels:Ÿ At the daily level, daily work schedules include the break schedule. You can also include various daily work schedule variants (alternative versions of the daily work schedules).Ÿ At the weekly level, daily work schedules are arranged into a specific pattern in the period work schedules. Ÿ At the monthly level, work schedules are created for several calendar months based on a valid public holiday field and a work schedule rule.Ÿ The work schedule is set up step-by-step in this unit. n Work schedules and daily work schedules can apply to one or more personnel subarea or employee subgroup groupings.
SAP AG 1999
Personnel Subarea Groupings
Grouping for Work SchedulesGrouping for Work Schedules
0001
01
0002 0003
02
NormalRotatingshift
Grouping for Daily Work SchedulesGrouping for Daily Work Schedules
0001
01
0002
NormalFlextime
0101
Normal
Flextime
Personnel subarea
Grouping for work schedule
Grouping for daily work schedule
Work schedule
Daily work schedule
SAP AG 1999
Daily Work Schedules and Variants
Personnel Time ManagementWork Schedules
Personnel Subarea Groupings
Daily Work Schedules
CAB Company
Work SchedulesWork Schedules
Early
Daily Work SchedulesDaily Work Schedules
Late
Night
Flex
Flex A
Define Break Schedules
Define Rules for Variants
Define Daily Work Schedules
The smallest unit of the work schedule is the daily work schedule, which contains information on the individual workdays. This information includes breaks and daily work
schedule variants
S A P A G 1 9 9 9
B r e a k S c h e d u l e sB r e a k S c h e d u l e s
S t a r t E n d U n p a i d P a i d A f t e r( n o . h r s )
R e f T i m e T y p e 1
1 2 : 0 0
9 : 3 0
2 2 : 0 0
1 3 : 0 0
1 0 : 0 0
2 2 : 1 0
1 : 0 0
0 : 2 5
0 : 2 5
0 : 1 7
4 . 0 0
O
F i x e d B r e a k
V a r i a b l e B r e a k
D y n a m i c B r e a k
O v e r t i m e B r e a k
B r e a k S c h e d u l e s
The break schedule is assigned to a personnel subarea grouping for daily work schedules. You can assign a break schedule to as many daily work schedules as you require.
Ÿ Fixed Breaks: Breaks taken at a certain period of time (from 9:00 a. m. to 9:15 a.m., for example)Ÿ Variable Breaks: Breaks that must be taken at any time within a specific interval. Employees themselves can determine the time when their break begins and ends (an hour break must be taken between 12:00 p.m. and 2:00 p.m., for example)Ÿ Dynamic Breaks: Breaks taken after a certain number of hours are worked (a 15-minute break must be taken after working 4 hours, for example). In the Reference time (RefTime) field in the flextime working models, you can specify if a dynamic break is to be calculated from the start of planned working time or normal working time. The start of planned working time is preset in the standard SAP System. Dynamic breaks can be defined in more detail in the DYNBR function in time evaluation. ŸOvertime Breaks: Breaks taken when working overtime; they are indicated by the break type O.ŸBreaks taken after midnight (12:00 a.m.) during night shifts are to be assigned to the previous day by activating the previous day indicator (checkbox) in the "P" field.n If work schedules change after they are already assigned to daily work schedules, you must reevaluate the applicable daily work schedules. The IMG contains a utility to complete this task.
SAP AG 1999
Start ofStart ofworking timeworking time
Start ofStart ofcore timecore time
Start ofStart ofcore timecore time
End ofEnd ofworking timeworking time
End ofEnd ofcore timecore time
End ofEnd ofcore timecore time
Tole
ranc
e
Tolerance
12
9
6
3
11 1
7 58 4
210
Daily Work Schedules
A daily work schedule contains the specifications for a workdayn These specifications include the start and end of working time, planned working hours, and breaks.You can also indicate whether or not individual overtime approvals are permitted in the daily work schedule.n You can also add various versions to the daily work schedule, a “shortened” version, for example. These versions are called daily work schedule variants. In the daily work schedule, you can specify whether or not these alternative versions of the daily work schedule are to be included.n Daily work schedules can define fixed or flexible working times (flextime work schedules).n Flextime work schedules contain a period of time within which employees may clock-in and clock-out (recording of actual times).n Core times can also be defined for flextime work schedules, that is, specific times when employees are required to be at work.Daily work schedules can also contain begin or end tolerances. This prevents clock-in/clock-out times that differ only slightly from normal start or end of working time from being interpreted as overtime or working time violations
SAP AG 1999
Time Wage Types Absence Counting
DEUTSCHEMARK
DEUTSCHEMARK
Valuation BasisValuation BasisDaily Work Schedule Class (0 - 9)Daily Work Schedule Class (0 - 9)
Daily Work Schedule Classes
A daily work schedule is a description of the duration and location of working time for an employee on any given workday.
A daily work schedule class is assigned to a daily work schedule, which is used as the valuation basis for the daily work schedule. Daily work schedule classes have a twofold purpose – they specify the conditions and rules for generating time wage types and also determine how absences and attendances are counted.
Use the 0 planned working hours checkbox to indicate daily work schedules containing days off of work. You can assign as many daily work schedule classes as necessary
SAP AG 1999
Public H
oliday
8 hours
4 hours
Regular daily work schedule
Variant always used before public holidays
Daily Work Schedules and Variants
You can also create different versions of the daily work schedule, for example, a “shortened” version. These versions are called daily work schedule variants. This type of daily work schedule variant could be activated prior to public holidays.n A daily work schedule variant is an alternative version of a daily work schedule. In addition, a daily work schedule variant has the same name as the original daily work schedule, but an additional indicator, a letter or number, distinguishes it from its corresponding daily work schedule. n The daily work schedule variants can be included automatically when generating the monthly work schedules. To do so, you define rules that determine the conditions to be met in order for the daily work schedule variant to be used on a specific day, such as on days preceding public holidays, for example.Example:Employees with flexible working times who work Monday through Friday according to the daily work schedule FLEX work fewer hours than usual prior to public holidays. This scenario can be set up by using a daily work schedule variant. The daily work schedule variant must also be called FLEX, and must include an additional indicator, such as FLEX B oder FLEX 1 to distinguish it from the regular daily working schedule
SAP AG 1999
Rules to Determine Variants
Rule
0101
No
0102
Holiday classb123456789
. . x . . . . . . .xx. xxxxxxx
Hol.cl.next dayb123456789
xxxxxxxxxxxxxxxxxxxx
Weekday1234567
xxxxxxx. . . . x . .
Variant
BB
Selection rule for dailywork schedule variants
from the daily work schedule
Daily Work Schedules: Variant Rules
Rules for daily work schedule variants are each indicated by a 2-digit number (rule). The daily work schedule specifies which selection rule is used to determine the daily work schedule variant. Therefore, a rule must already exist. A rule can belong to several daily work schedules. Corresponding variants must exist for these daily work schedules, such as FLEX B, NORM B, and so on.
If a rule is applicable, the daily work schedule variant for the corresponding day (the current day) is referenced when the work schedule is generated. Rules are defined for daily work schedule variants depending on the following characteristics:Ÿ Public holiday class of the current dayŸ Public holiday class of the following dayŸ Day of the week of the current dayn A rule may contain several subrules. In this way, all subrules of the rule are run through until one of them applies. If no subrule is applicable, then no daily work schedule variant is referenced.n Example: For the above variant rule 01, consisting of two subrules, 01 and 02: Subrule 01: A daily work schedule variant with the additional name B is referenced when the current day is a half-day public holiday (public holiday class 2), regardless of whether or not the following day is a public holiday (no matter what public holiday class), and regardless of the day of the week of the current day.Subrule 02: Variant B is referenced when the current day is not a half-day public holiday (all public holiday classes except 2), regardless of whether or not the following day is a holiday (no matter what public holiday class), and if the current day is a Friday (Day 5).
SAP AG 1999
Period Work Schedules
Personnel Time ManagementWork Schedules
...
Period Work Schedules
Define Period Work Schedules
CAB Company
Period Work SchedulesPeriod Work Schedules
EarlyOffNight
OFFOFF
OFFOFF
NN
NN
NN
NN
NN
OFFOFF
OFFOFF
LL
LL
LL
LL
LL
SAP AG 1999
M3: 3-shift operation over 4-week periodM3: 3-shift operation over 4-week periodM3: 3-shift operation over 4-week period
FLEX: Weekly work patternFLEX: Weekly work pattern
Grpg PWS PWS text Wk no. 01 02 03 04 05 06 07
01 FLEX Flextime 001 FLEX FLEX FLEX FLEX FLEX OFF OFF
01 M3 3-shift operation 4W 001 F-11 F-11 F-11 F-11 F-11 F-11 OFF
01 M3 3-shift operation 4W 002 S-11 S-11 S-11 S-11 S-11 OFF N-11
01 M3 3-shift operation 4W 003 N-11 N-11 N-11 N-11 N-11 OFF OFF
01 M3 3-shift operation 4W 004 OFF OFF OFF OFF OFF OFF OFF
Grpg PWS PWS text Wk no. 01 02 03 04 05 06 07
01 FLEX Flextime 001 FLEX FLEX FLEX FLEX FLEX OFF OFF
01 M3 3-shift operation 4W 001 F-11 F-11 F-11 F-11 F-11 F-11 OFF
01 M3 3-shift operation 4W 002 S-11 S-11 S-11 S-11 S-11 OFF N-11
01 M3 3-shift operation 4W 003 N-11 N-11 N-11 N-11 N-11 OFF OFF
01 M3 3-shift operation 4W 004 OFF OFF OFF OFF OFF OFF OFF
Grouping ofdaily work schedulesinto a specific pattern
Period Work Schedules: Work Patterns
A period work schedule is the basis for generating a monthly work schedule.n A period work schedule consists of a sequence of daily work schedules representing a certain work pattern.n A period work schedule can cover one week or more weeks, or even a part of a week.n The period work schedule is applied to a horizontal time axis (a valid public holiday calendar) that is then "rolled" (repeated) until a month or a longer period of time is completely covered. In other words, the pattern defined in the period work schedule repeats itself continuously.n The personnel subarea grouping for daily work schedules is a group of personnel subareas that use the same daily work schedules, period work schedules, and break schedules.
SAP AG 1999
Day Types and Selection Rules
Personnel Time ManagementWork Schedules
...
Day Types
Define selection rules
Define day types
Define special days
CAB Company
20002000
1011 1Work on public holidaysWork on public holidaysWork on public holidays
Paid on public holidays?Paid on public holidays?Paid on public holidays?
SAP AG 1999
Day TypesDay Types MeaningMeaning
blank
1
2
3
. . .
Work/paid
. . .
Off/paid
Off/unpaid
Off/special day
DEUTSCHEMARK
DEUTSCHEMARK
Defining Day Types
The standard SAP System contains four day types:
Ÿ blank:Day on which an employee works and is paid
Ÿ 1:Day on which an employee does not work, but is still paid
Ÿ 2:Day on which an employee does not work and is also not paid
3:Special day on which an employee does not work and is paid according to
payroll rules
SAP AG 1999
with holiday class
Gives day type
Rule
01
Assignment in workschedule rule
Rule Explanation:
If a day with holiday class "blank" falls on a weekday,the day is considered a paid workday.
If a public holiday with holiday class 1 falls on a weekday, the day is considered a paid day off.
If a public holiday with holiday class 2 falls on a weekday, the day is considered a paid workday.
The same rules apply to Saturdays and Sundays.
Rule Explanation:
If a day with holiday class "blank" falls on a weekday,the day is considered a paid workday.
If a public holiday with holiday class 1 falls on a weekday, the day is considered a paid day off.
If a public holiday with holiday class 2 falls on a weekday, the day is considered a paid workday.
The same rules apply to Saturdays and Sundays.
Weekday
b 1 2 3 4 5 6 7 8 9
1 1 1 1 1 1 1 1 1
Saturday
b 1 2 3 4 5 6 7 8 9
1 1 1 1 1 1 1 1 1
Sunday
b 1 2 3 4 5 6 7 8 9
1 1 1 1 1 1 1 1 1
Defining Selection Rules
SAP AG 1999
DEUTSCHEMARK
Day type 3
Example:Thursday Public holidayFriday Bridge dayRule 01Assignment inwork schedule
Determining Special Days
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Work Schedule Rules and Work Schedules
Define Employee Subgroup Groupings
Personnel Time Management...Work Schedule Rules and Work Schedules
Define Groupings for the Public Holiday Calendar
Set Work Schedule Rules andWork Schedules
Generate Work Schedules Manually
Generate Work Schedules in Batch
CAB Company
OFFOFF
OFF
NN
NN
NN
NN
NN
OFFOFF
OFF
LL
LL
LL
LL
LL
19991999
Work?Work?Paid?Paid?
SAP AG 1999
Defining Work Schedules: Work Schedule Rules
Work Schedule Rule
Averageworking time
Day type rule
Reference dateReference datein periodin period
work work scheduleschedule
Starting pointin period
work schedule
Infotype 0007Default Values
with holiday classGives day type
Rule01
Weekday
b 1 2 3 4 5 6 7 8 91 1 1 1 1 1 1 1 1
Saturday
b 1 2 3 4 5 6 7 8 91 1 1 1 1 1 1 1 1
Sunday
b 1 2 3 4 5 6 7 8 91 1 1 1 1 1 1 1 1
20002000Reference dateReference date
Monday,Monday,Oct. 16, 2000Oct. 16, 2000
Grpg PWS PWS text Wk no. 01 02 03 04 05 06 07
01 Flex Flextime 001 FLEX FLEX FLEX FLEX FLEX OFF OFF01 M3 3-shift operation 4W 001 F-11 F-11 F-11 F-11 F-11 F-11 OFF01 M3 3-shift operation 4W 002 S-11 S-11 S-11 S-11 S-11 OFF N-1101 M3 3-shift operation 4W 003 N-11 N-11 N-11 N-11 N-11 OFF OFF01 M3 3-shift operation 4W 004 OFF OFF OFF OFF OFF OFF OFF
Starting point 009
Important Note: A monthly work schedule generated from January to December of a specific year must also include December of the previous year and January of the subseqent year. A previous and subsequent period must exist for each period
to be calculated
You can store various rules relating to work on public holidays in the work schedule rule, determined by the selection rules for day types. Day types specifiy whether or not employees must work on public holiday classes and whether they are paid for the work. Use a reference date that falls on a Monday. The starting point detemines the position (location) in the period work schedule at which the work schedule starts. Several work schedule rules can be based on one period work schedule. You can use a period work schedule for as many public holiday calendars as required. When generating the work schedule, the public holiday calendar stored in the work schedule rule is referenced. You choose October 16, 2000 (a Monday) as the reference date, and 009 (9th day in the period work schedule) as the starting point. As a result, the LATE shift is valid on October 18, and the individual days before and after the 10th are applied (rolled) according to the period work schedule.n Note: You can use one period work schedule for different work schedule rules in rotating shifts. To do so, you only have to reset the starting point to one week ahead (starting point 001, 008, and so on).
S A P A G 1 9 9 9
O f f
W h e n d o e m p l o y e e s h a v e t o w o r k a n d w h e n a r e t h e y o f f ?
= 0
( d e r i v e d f r o m p u b l i ch o l i d a y c l a s s )
b l a n k O f f1 , 2 , 3 . . .
D a y T y p e
= 0
W o r k
P l a n n e d H o u r s
D e t e r m i n i n g W o r k d a y s
Whether or not a day is a day off in the work schedule is based on the following criteria: Ÿ Planned hoursŸ Day type (derived from public holiday class)
First, the planned hours are queried in the daily work schedule. If this is 0, then the day is a day off; if not, then the day type is checked. The public holiday class is explicitly checked because the day type is derived from the public holiday class in the corresponding selection rules. In other words, the day type is always determined by the public holiday class. If the day type is not equal to 0, then the day is a day off
SAP AG 1999
PublicHoliday
Calendar
Employee subgroup groupingPublic holiday calendarPersonnel subarea groupingsWork schedule rule
Public holiday calendar
Personnel subarea groupings
Workschedule
rule
Periodwork
schedule
Dailywork
schedule
Employee subgroupgrouping
Time InfotypesIT 2nnn
Organizational Assignment
Planned Working Time
IT 0001
IT 0007
20002000
Planned Working Time
Workschedules
SAP AG
R
Planned Working Time
100,00
7,20
36,00
156,48
1879,20
5,00
Planned Working Time (Infotype 0007) Edit GotoHR master data Utilities
FLEX
Default values of theaverage no. of workinghours taken from the work schedule
Part-time employee Flex
25
Flex
26
Flex
27
Flex
28
Flex
29
Off
30
Off
31
Flex
18
Flex
11
Flex
04
Flex
19
Flex
20
Flex
21
Flex
22
Off
23
Off
24
Flex
12
Flex
13
Flex
14
Flex
15
Off
16
Off
17
Flex
05
Flex
06
Flex
07
Flex
08
Off
09
Off
10
Off
03
Off
02
Flex
01
B
B
B
B
B
Wk Mo Tu We Th Fr Sa Su
Monthly work sch. rule
Work schedule rule
Time Mgmt status
Working week
Work schedule rule
Employment percentage
Daily working hours
Weekly working hours
Monthly working hours
Annual working hours
Weekly workdays
Working time
SAP AG
R
Connection between Planned Working Time andBasic Pay
Work schedule rule
Time Mgmt status
Part-time employee
Planned Working Time (Infotype 0007) System Edit Goto HelpHR master data Utilities
Basic Pay (Infotype 0008) System Edit Goto HelpHR master data Utilities
Object ID
Capacity util. level
Work hours/period
Next increase
Annual salary
monthly100,00
156,48
FLEX
Monthly work schedule
Work schedule rule
100,00
7,20
36,00
156,48
1879,20
5,00
Employment percentage
Daily working hours
Weekly working hours
Monthly working hours
Annual working hours
Weekly workdays
Working time
SAP AG 1999
Employee Subgroup Grouping for PersonnelCalculation Rule
Hourly wageearners
Salariedemployees
Grouping for personnelcalculation rule 1
Grouping for personnelcalculation rule 3
Payment based on thenumber of hours workedper period taken frominfotype 0008 (Basic Pay)
Basis is the average working hours
Payment on hourly basis accordingto personal work schedule
Actual working hours used asthe basis
SAP AG 1999
Overview - Pay Scale Structure
Coll.Agrmnt
xxxxDEUTSCHE
MARK
DEUTSCHEMARK
12
9
6
3
11 1
7 58 4
210
SAP AG 1999
Pay Scale Data Stored in Basic Pay
Pay scale
Contract type
PS type
PS area
PS group
Reason
0
40
01
K5
Basic contract
Retail
CAB Co.
Level 01
Object ID
Capacity util. level
Working hrs period
Next increase
Annual salary
100.00
156.48
K5
monthly
Wage types
1010 Standard pay 3.874,00 I
I APER Number Unit
1030 Standard bonus (%) I
IndVal. 01.01.1997 - 31.12.9999 3.874,00 ++ Entry 1 of 2
Basic Pay (infotype 0008)
SAP AG 1999
Employee Subgroup Grouping for CollectiveAgreement Provision
Hourly wage earner (1)
Temporary employees (1)
Salariedemployees (3)
Trainees (3)
Pay scale groups for hourly wage earners
1
1
1
G01
G02
G03
PS groupESG groupingfor collectiveagreementprovision
Level Wage type Start End Amount
20
15
10
Pay scale groups for salaried employees
3
3
3
A01
A02
A03
PS groupESG groupingfor collectiveagreementprovision
Level Wage type Start End Amount
3000
2000
1000
SAP AG 1999
Assign Pay Scale Type/Area to Personnel Subarea
Pay scale area II
Personnel subarea IIPersonnel subarea I
RetailPS area I Metal
SAP AG 1999
Default Pay Scale Data using Feature TARIF
Hourly wage earner
Non-pay scale employee
Salaried employee
Coll.Agrmnt
Pay scale type:
Metal
PS area I
Coll.Agrmnt
Pay scale type:
Inhouse
PS area I
Coll.Agrmnt
Pay scale type:
Retail
PS area I
SAP AG 1999
Pay Scale Groups and Levels
ESG groupingfor collectiveagreementprovision
PS group Level Wage type
Start End Amount
1
1
3
3
G01
G02
A01
A01 01
10
20
1000
1500
Entries for Country groupingPay scale typePay scale area
Continue
SAP AG 1999
Employees' Payments and Deductions
Additional Payments
Recurring Payments and Deductions
Wage types
Basic Pay
Payroll
SAP AG 1999
1st step
2nd step
Setting Up Wage Types
Dialog characteristics
How wage types behave when they are enteredinto infotypes.
Modifications required to meet customer specificrequirements.
Wage type valuation
Processing in payroll.
Modifications required to meet customer specificrequirements.
Payroll
Wage types are processed according to a set of rulesassigned to the wage type valuation.
The Payroll Driver is told how to process the wage type based on the characteristics assigned to it.
In the Human Resources system you need wage types to pay employees.
In the SAP system there are two main categories: Primary or dialog wage types Technical wage typesn Primary or dialog wage types are defined by each individual company so that they can depict the company's specific payroll requirements. The SAP R/3 System contains examples of primary/dialog wage types in a sample wage type catalog. For example MA10, standard pay. These example wage types are called Model Wage Types n The SAP R/3 System also contains technical wage types. These can be identified easily as they have a "/" as the first character. Wage type characteristics for technical wage types do not require any additional maintenance as the system defines their value during payroll processing.Technical wage types are not included in an employee's master data
SAP AG 1999
The Payment Structure's Dialog Characteristics inthe SAP System
Personnel ManagementPersonnel Administration
Payroll DataBasic Pay (Example)
Wage Types
List of wage types: Standard pay and
bonus pay Standard pay Non-pay scale
salary Vacation allowance Christmas bonus Special payments
Additional wage types for the production plant in Hamburg Hourly wage and bonus Bonus related to work
center Overtime 50% Clothing
allowance Dirty work
bonus
Creating a Wage Type Catalog
Check Wage Type Group 'Basic Pay'
Employee Subgroups for Primary Wage TypePersonnel Subareas for Primary Wage TypeDefine Wage Type Permissiblity for each PS and ESGEnterprise Structure for Wage Type ModelRevise Default Wage TypesDefine Valuation of Base Wage TypesDetermine Indirect Valuation forPositions/Work Centers
Check Wage Type Catalog
SAP AG 1999
Overview - Dialog Characteristics
Wage types
To whom? Industrial workers/
salaried EEs?
How?Direct/indirect
valuation?
Where?Basic pay/ EE remun. info.
How often?Once/morethan once?
Before an employee's pay can be calculated, wage types must be created.n Wage types have the following functions:Ÿ Check permissibility of wage and salary typesŸ for each company code and personnel areaŸ for each employee group and subgroupŸ for each infotypeŸ In infotypes that have wage types as subtypes, the time constraint defines how often a wage type may exist at a certain point in time.Ÿ The operation indicator controls whether a wage type is a payment or a deduction.Ÿ The input combination controls which of the fields must be filled when you enter a wage type amount, number, unit of time/measurement.A wage type can be valuated indirectly if you enter a module name, module variant and a rounding indicator. The amount is then automatically read from the corresponding tables and does not need to be entered and stored in the Basic Pay infotype (0008)
SAP AG 1999
Creating a Wage Type Catalog
Copy - sample wage types to customer wage typesDelete - customer wage types
Choose a maintenance method:
Completeness check - do they exist in wage type valuation?
Wage type group 0008 Basic PaySampleWage typeMXXXMYYYMZZZ
Wage type textStandard payStandard bonus Standard bonus (%)
CustomerWage type101010201030
Wage type textStandard pay customerBonus customerBonus (%) customer
Wage type groupAssignment of wage type to wage type text
Wage type Wage type text
MXXXMYYYMZZZ101010201030
Standard payStandard bonusBonus (%)Standard pay customerBonus customerBonus (%) customer
Wage type characteristics
Wage type Wage type text
MXXXMYYYMZZZ101010201030
Standard payStandard bonusBonus (%)Standard pay customerBonus customerBonus (%) customer
Permissibility of wage types
Wage type Wage type text
MXXXMYYYMZZZ101010201030
Standard payStandard bonusBonus (%)Standard pay customerBonus customerBonus (%) customer
SAP AG 1999
Using Wage Type Groups (Example)
Wage type group
Assignment of wage type to wage type groups
0008 Basic Pay
Wage type Wage type text
10101020
Standard payStandard bonus.
.
.
.
Wage type group
Assignment of wage type to wage type groups
0210 EE renum. info
Wage type Wage type text
Wage type valuationWage type valuation
Logical view for processing classes
Assignment to valuation basis
01 Wage type is included in valuation basis1
Create logical view forvaluation basisremove
Valuation basis 01
1st Derived wage typeValuation basis 01
2nd Derived wage typeValuation basis
Statementwage type
2010
2020
%
%
%
20102020
OvertimeOvertime Sunday.
.
.
.
100
50
SAP AG 1999
Defining Wage Type Permissibility for Infotypes
Membership Fees(0057)
EE Remuneration Info
(2010)
Basic Pay(0008)
Leave Compensation
(0083)
Additional Payments(0015)
Recurring Payments/Deductions (0014)
SAP AG 1999
Wage Type Permissibility for Several Infotypes
Recurring Payments/Deductions (0014)
Additional Payments(0015)
Membership Fees(0057)
Performancebonus
Unioncontribution
SAP AG 1999
Input Frequency for Wage Types in Infotypes
Additional Payments(0015)
Additional Payments(0015)
Payroll period 01
Car allowance Voluntaryspecial payments
Voluntaryspecial payments
Wage type can be entered once per payroll period
Wage type can be entered morethan once per payroll period
SAP AG 1999
Checking Wage Type Characteristics
Unit:- Hours- Day- %?
Can amount beoverwritten?
Validity period?
Minimum/maximum wagetype amount?
Indirect/direct
valuation?
Payment ordeduction ?
SAP AG 1999
Employee Grouping for Primary Wage Types
Trainees
Hourly wage
Hourly wage bonus
Standard pay
Standard pay bonus
Hourly wageearners
Temporarypersonnel
Salaried employees
SAP AG 1999
Personnel Subarea Groupings for Primary WageTypes
Personnel subarea 1
Personnel subarea 2
Personnel subarea 3
Personnel subarea 4
Wage types X
Wage types Y
SAP AG 1999
Wage Type Permissibility for each PersonnelSubarea and Employee Subgroup
Wage type MXXX Standard pay 01.01.1998 31.12.9999
Start date End date
Employee subgroup grouping
0 1 213
14 5 6 7 8 9 Position
Personnel subarea
0 1 213 4 5 6 7 8 9 Position
Blank12
Blank12
===
===
not permissible permissible permissiblewith warning
not permissible permissible permissiblewith warning
Personnel subarea grouping for primary wage type
Employee subgroup groupingfor primary wage type
Enterprise structureEnterprise structure Personnel structurePersonnel structure
SAP AG 1999
Valuation of Wage Types
Direct Indirect
2000
The administrator manually enters the wage type amount
in the infotype.
Indirect valuation is notone of the characteristics of
these wage types.
The system automatically entersthe wage type amount in
the infotype.
Indirect valuation is one of the chacteristics of
these wage types.
SAP AG 1999
Module for Wage Type Characteristics(Indirect Valuation)
0015 Additional Payments
Wage typexxx,xx I0014 Recurring Payments
Wage typexxx,xx I
Wage type characteristics
PRZNT
SUMME
ARBPLTARIF
Basic wage type valuation
Valuation usingpositions
Pay scalegroups and
levels
0008 Basic Pay
Wage type xxx.xx I
SAP AG 1999
Define Default Wage Types
Define default wage typesFeatureLGMST
MOLGA
PERSK
PERSG
01 10 12
1 2
Hourlywage earner
Salaried employee
Which employee group ?
Which country grouping ?
Which employee subgroup ?
Define default wage types for Basic Pay
Salaried employee 1010Salaried employee 1020