the hr tools in sap r3
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Table of ContentsPoint 6: The HR Tools in SAP R/3...................................................................................................1
The Interface Toolbox......................................................................................................................2
The Personnel Calculation Schema................................................................................................4Source Text.............................................................................................................................4Attributes.................................................................................................................................4Documentation........................................................................................................................5
The Personnel Calculation Schema Editor....................................................................................6
The Personnel Calculation Rules..................................................................................................10Source Text...........................................................................................................................10Attributes...............................................................................................................................10Documentation......................................................................................................................10
The Personnel Calculation Rule Editor........................................................................................11
The Functions and Operations Editor..........................................................................................14
The Form Editor.......................................................... ....................................................................17Specifying Attributes of the Form..........................................................................................18Specifying Background of the Form......................................................................................19Specifying Single Fields of the Form....................................................................................20Specifying Window of the Form............................................................................................21Specifying Line Layouts of the Form.....................................................................................23Specifying Cumulation Identifiers of the Form......................................................................24Specifying Text Modules of the Form...................................................................................25Specifying Rules of the Form................................................................................................26Specifying Documentation of the Form.................................................................................27
The Features Editor........................................................................................................................28
Related Topics................................................................................................................................34
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Point 6: The HR Tools in SAP R/3Reggie RSAP R/3 helps create various forms and rules used to manage databases that store payroll andtime management data. For this purpose, SAP R/3 provides various interfacecreating tools, suchas the Interface Toolbox. Maintenance tools, such as the personnel calculation schema, personnelcalculation rules, and features editors are also available in SAP R/3.
This ReferencePoint discusses the Interface Toolbox in SAP R/3, which creates interfaces tononSAP systems. It provides an overview of the personnel calculation schema, personnelcalculation rule, and features available in Human Resources module of SAP R/3. It also describesvarious HR tools.
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The Interface ToolboxThe Interface Toolbox is used to create an interface for a thirdparty system, such as a nonSAPsystem. The thirdparty system uses this interface to access HR master data available in SAP R/3databases. The interface also enables you to export data from a SAP system to a nonSAP system.
To access the Interface Toolbox:
Doubleclick the Human Resources node.1.
Doubleclick the Payroll node to view the available subnodes and options.2.
Doubleclick the appropriate node based on region, such as America and Asia/Pacific.3.
Doubleclick the appropriate node based on country name.4.
Doubleclick the Tools node to view the available options and subnodes.5.
Doubleclick the Interface Toolbox option to view the Interface Toolbox screen, as shown inFigure 161:
Figure 161: The Interface Toolbox Screen
6.
The Interface Toolbox screen consists of three tabs: Export, Export history, and Configuration. TheExport tab is used to specify the employee data to be exported. The Export history tab is used tospecify the history of activities performed on employee data that has been exported to nonSAPsystems. The Configuration tab contains an Interface format text box. You can use this text box todefine the format of the interface. The format of the interface is used to determine the employee
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information retrieved from the SAP system and also the retrieval method.
To create a document that stores information about an interface:
In the Interface Toolbox screen, click the Configuration tab.1.
In the Configuration tab, specify the required information.2.
Click the Create button. The Create interface format dialog box appears, as shown in Figure162:
Figure 162: The Create interface format Dialog Box
3.
In the Create interface format dialog box, specify the required information.4.
Click the Continue Enter button. The Create database object dialog box appears, as shownin Figure 163:
Figure 163: The Create database object Dialog Box
5.
In the Create database object dialog box, specify data to be exported.6.
Click the Continue Enter button.7.
Depending on the data selected, a series of screens appear. You need to specify the requiredinformation in these screens to create an interface document.
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The Personnel Calculation SchemaThe personnel calculation schema consists of a sequence of tasks that are used to maintain thepayroll and the time evaluation data of the employees. A companys payroll data containsinformation about employee remuneration. You can use a payroll program called the payroll driverto maintain this data. The time evaluation data determines the time spent by an employee on aparticular task. This data is maintained with the help of a time evaluation program called the time
evaluation driver.There are three components of the personnel calculation schema:
Source text
Attributes
Documentation
Source Text
This component consists of functions that process the payroll and time evaluation data. Thesefunctions are written in Advanced Business Applications Programming (ABAP) language.
Source text is stored in the form of tables in the SAP system. It consists of the followingcomponents:
Line number: Indicates the row number in the table
Function: Specifies the set of instructions to be executed
Parameters: Indicates the arguments of the functions
Text: Specifies the description of the functions
Attributes
This component describes the properties or characteristics of the schema. The characteristics of theschema are based on the payroll and time evaluation data and the location where this data is used.The various attributes of the schema are:
Country grouping or country name
Program class, such as payroll or time management class
Schema description
Date on which the schema was created
Name of the person who created the schema
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Date on which the schema document was last modified
Name of the person who last modified the schema
Documentation
The description of the schema includes comments that explain each statement in it. Any changes inthe schema are also reflected in the comments.
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The Personnel Calculation Schema EditorYou create the schema using the personnel calculation schema editor. To create the schema:
Doubleclick the SAP standard menu node.1.
Doubleclick the Human Resources node.2.
Doubleclick the Payroll node to view the available subnodes.3.
Doubleclick the International node.4.
Doubleclick the Tools to view the available subnodes.5.
Doubleclick the Maintenance tools node.6.
Doubleclick the Schema option. The Personnel Calculation Schemas: Initial Screenappears, as shown in Figure 164:
Figure 164: The Personnel Calculation Schemas: Initial Screen
7.
In this screen, specify the required information.8.
Select the Attributes radio button in the Subobjects section.9.
Click the Create button. The Edit Schema: Attributes screen appears.10.
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In the Edit Schema: Attributes screen, specify the required information.11.
Click the Save button. The Prompt for Customizing request dialog box appears.12.
In the Prompt for Customizing request dialog box, specify the required information.13.
Click the Continue Enter button. The Edit Schemas: Attributes screen appears. A messagein the status bar indicates that the schema has been saved.
14.
Click the Cancel button to switch to the Personnel Calculation Schemas: Initial Screen.15.
In the Personnel Calculation Schemas: Initial Screen, select the Source text radio button.The Edit Schema screen appears, as shown in Figure 165:
Figure 165: The Edit Schema Screen
16.
In the Edit Schema screen, specify the required information.17.
Click the Save button to save the schema. This document stores information about theschema attributes and source text.
18.
To create the documentation of this new schema:
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Doubleclick the Schema option. The Personnel Calculation Schemas: Initial Screenappears.
1.
Specify the name of the schema in the Schema text box.2.
Select the Documentation radio button in the Subobjects section.3.
Click the Change button. The Change Documentation screen appears, as shown in Figure166:
Figure 166: The Change Documentation Screen
4.
In the Change Documentation screen, specify the required information.5.
Click the Save button. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button. The Change Documentation screen appears. A message inthe status bar indicates that you have successfully saved the text.
8.
After creating the schema, you need to generate it.
To create a document used to generate the schema:
Doubleclick the Schema option. The Personnel Calculation Schemas: Initial Screenappears.
1.
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Specify the name of the schema in the Schema text box.2.
Click the Generate button. Alternatively, you can press the F6 key. The Generate/CheckSchemas screen appears.
3.
In the Generate/Check Schemas screen, specify the required information.4.
Click the Execute button. Alternatively, you can press the F8 key.5.
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The Personnel Calculation RulesThe personnel calculation schema uses the personnel calculation rules. These rules are a set ofoperations that perform a task. There are three components of a personnel calculation rule:
Source text
Attributes
Documentation
Source Text
This component consists of a set of operations written in ABAP language. These operationsprocess data and send the result to the calling schema.
AttributesThese specify the characteristics of a personnel calculation rule. The attributes of the rule are:
Country grouping or country name
Program class, such as payroll or time management class
Rule description
Documentation
This consists of comments that describe the purpose of each statement in a rule. If you make anymodifications in a rule, you should update the documentation accordingly.
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The Personnel Calculation Rule EditorYou create a rule using the personnel calculation rule editor. To create a rule:
Doubleclick the SAP standard menu node.1.
Doubleclick the Human Resources node.2.
Doubleclick the Payroll node to view the available subnodes.3.
Doubleclick the International node.4.
Doubleclick the Tools node.5.
Doubleclick the Maintenance tools node.6.
Doubleclick the Calculation rule option. The Personnel Calculation Rules: Initial Screenappears, as shown in Figure 167:
Figure 167: The Personnel Calculation Rules: Initial Screen
7.
In the Personnel Calculation Rules: Initial Screen, specify the required information.8.
Select the Attribute radio button in the Subobjects section.9.
Click the Create button. The Edit Rule: Attributes screen appears.10.
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In the Edit Rule: Attributes screen, specify the required information.11.
Click the Save button. The Prompt for Customizing request dialog box appears.12.
In the Prompt for Customizing request dialog box, specify the required information.13.
Click the Continue Enter button. The Edit Rule: Attributes screen appears. A messageappears in the status bar indicating that you have saved the rule.
14.
Click the Cancel button to switch to the Personnel Calculation Rules: Initial Screen.15.
In the Personnel Calculation Rules: Initial Screen, specify the name of the rule in the Ruletext box.
16.
Select the Source text radio button.17.
Click the Change button. The Maintain calculation rule screen appears.18.
In the Maintain calculation rule screen, specify the required information.19.
Click the Save button. A message appears in the status bar indicating that you have savedthe rule.
20.
Click the Cancel button to switch to the Personnel Calculation Rules: Initial Screen.21.
In the Personnel Calculation Rules: Initial Screen, specify the rule name in the Rule text box.22.
Select the Documentation radio button.23.
Click the Change button. The Change Documentation: Personnel calculation rule screenappears, as shown in Figure 168:
24.
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Figure 168: The Change Documentation: Personnel calculation rule Screen
In this screen, enter the required comments.25.
Click the Save button. A message appears in the status bar indicating that the text has beensuccessfully saved.
26.
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The Functions and Operations EditorSchemas and rules consist of builtin functions and operations that are available in SAP R/3. Youcan also create new functions and operations using the functions and operations editor. Schemasand rules call these new functions and operations to perform specified tasks.
To create a document that stores a function or an operation:
Doubleclick the SAP standard menu node.1.
Doubleclick the Human Resources node.2.
Doubleclick the Payroll node to view the available subnodes.3.
Doubleclick the International node.4.
Doubleclick the Tools node.5.
Doubleclick the Maintenance tools node to view the available options.6.
Doubleclick the Function/operation option. The Maintain Functions and Operations screenappears, as shown in Figure 169:
Figure 169: The Maintain Functions and Operations Screen
7.
In the Maintain Functions and Operations screen, specify the required information.8.
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Click the Create button. The Characteristics Function screen appears, as shown in Figure1610:
Figure 1610: The Characteristics Function Screen
9.
In the Characteristics Function screen, specify the required information.10.
Click the Infotypes used button. The Infotypes dialog box appears, as shown in Figure1611:
Figure 1611: The Infotypes Dialog Box
11.
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In the Infotypes dialog box, specify the required information.12.
Click the Change button. The Characteristics Function screen appears.13.
Click the Save button. The Activate dialog box appears.14.
Click the Yes button to start using the new function.15.
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The Form EditorThis editor creates or modifies forms used in SAP R/3. The main components of a form are:
Attributes: Indicates the method and the location where the form is used
Background: Indicates the format of the form
Single fields: Indicates data, such as table fields and text modules, which is constant in aform
Window: Indicates an area of a form
Line layout: Indicates the arrangement of the lines in the form
Cumulation identifiers: Indicate a group of identifiers
Text modules: Indicate the content
Rules: Indicate a set of conditions that determine whether or not information is to be printedon the form
Documentation: Indicates the comments describing each text and statement used in theform
To create a form using the form editor:
Specify the attributes of the form.1.
Specify background information.2.
Specify information about single fields.3.
Specify window information.4.
Specify information about line layouts.5.
Specify information about cumulation identifiers.6.
Specify text module data.7.
Specify rules information.8.
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Create the documentation.9.
Specifying Attributes of the Form
To specify the attributes of the form:
Type PE51 transaction code in the command text box of the SAP Easy Access screen.1.
Click the ENTER button. Alternatively, you can press the Enter key. The HR Form Editor:Initial Screen appears, as shown in Figure 1612:
Figure 1612: The HR Form Editor: Initial Screen
2.
In the HR Form Editor: Initial Screen, specify the required information.3.
Select the Attributes radio button in the Subobjects section.4.
Click the Create button. The Determine form class dialog box appears, as shown in Figure1613:
5.
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Figure 1613: The Determine form class Dialog Box
In the Determine form class dialog box, specify the required information.6.
Click the Set form class Enter button. The HR Form Editor: Change Attributes screenappears, as shown in Figure 1614:
Figure 1614: The HR Form Editor: Change Attributes Screen
7.
In the HR Form Editor: Change Attributes screen, specify the required information.8.
Click the Save button. The Prompt for Customizing request dialog box appears.9.
In the Prompt for Customizing request dialog box, specify the required information.10.
Click the Continue Enter button. A message appears to indicate that you have saved the
form.
11.
Specifying Background of the Form
The background information of the form consists of fixed components of the form, such as the formname. To specify the background information of the form:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Background radio button.2.
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Click the Change button. The HR Form Editor: Change Background screen appears, asshown in Figure 1615:
Figure 1615: The HR Form Editor: Change Background Screen
3.
In the HR Form Editor: Change Background screen, specify the required information.4.
Click the Save button. The Prompt for Customizing request dialog box appears.5.
In the Prompt for Customizing request dialog box, specify the required information.6.
Click the Continue Enter button. A message appears to indicate that the form has beensaved.
7.
Specifying Single Fields of the Form
The single fields of the form consist of the components that always appear at the same position onthe form. To specify the single fields used in the form:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Single fields radio button.2.
Click the Change button. The HR Form Editor: Change Single Fields screen appears.3.
In the HR Form Editor: Change Single Fields screen, place the cursor in the appropriate row.4.
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Click the Create button. The Insert single field dialog box appears, as shown in Figure1616:
Figure 1616: The Insert single field Dialog Box
5.
In the Insert single field dialog box, specify the required information.6.
Click the Transfer button. The single field is inserted at the specified position in the form.7.
Click the Save button. The Prompt for Customizing request dialog box appears.8.
In the Prompt for Customizing dialog box, specify the required information.9.
Click the Continue Enter button to save the form.10.
Specifying Window of the Form
To specify the window area of the form:
In the HR Form Editor: Initial Screen, specify the form name.1.
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Select the Window radio button.2.
Click the Change button. The HR Form Editor: Change Window screen appears, as shownin Figure 1617:
Figure 1617: The HR Form Editor: Change Window Screen
3.
In the HR Form Editor: Change Window screen, place the cursor at a point from where youwant the window area to start.
4.
Click the Create button. The HR Form Editor: Create Window screen appears.5.
In the HR Form Editor: Create Window screen, place the cursor in the row that marks theend of the window area.
6.
Click the Select end of block button. The Determine Window Name dialog box appears.7.
In the Determine Window Name dialog box, specify the window name.8.
Click the Insert Enter button.9.
Click the Save button. The Prompt for Customizing request dialog box appears.10.
In the Prompt for Customizing request dialog box, specify the required information.11.
Click the Continue Enter button to save the window definition.12.
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Specifying Line Layouts of the Form
Line layouts specify the arrangement of the lines inside a form window. To specify the line layouts ofthe form:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Line layout radio button.2.
Click the Change button. The HR Form Editor: Change Line Layout screen appears, asshown in Figure 1618:
Figure 1618: The HR Form Editor: Change Line Layout Screen
3.
Click the New line button. Alternatively, press the F7 key. A new line appears in the form.4.
Specify the required information.5.
Click the Save button. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button to save the line arrangement for the form.8.
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Specifying Cumulation Identifiers of the Form
To specify the cumulation identifiers used in the form:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Cumulation Ids radio button.2.
Click the Change button. The HR Form Editor: Change Cumulation ID screen appears, asshown in Figure 1619:
Figure 1619: The HR Form Editor: Change Cumulation ID Screen
3.
In the HR Form Editor: Change Cumulation ID screen, click the New line button.Alternatively, press the F7 key.
4.
Specify the required information.5.
Click Save. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button to save the cumulation identifiers.8.
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Specifying Text Modules of the Form
To specify the text modules used in the form:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Text modules radio button.2.
Click the Change button. The HR Form Editor: Change Texts screen appears, as shown inFigure 1620:
Figure 1620: The HR Form Editor: Change Texts Screen
3.
In the HR Form Editor: Change Texts screen, click the New line button. Alternatively, youcan press the F7 key.
4.
Specify the required information.5.
Click the Save button. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button to save the form.8.
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Specifying Rules of the Form
The form rules specify the conditions that determine whether or not data should be printed on theform. To specify the form rules:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Rules radio button.2.
Click the Change button. The HR Form Editor: Change Rules screen appears, as shown inFigure 1621:
Figure 1621: The HR Form Editor: Change Rules Screen
3.
In the HR Form Editor: Change Rules screen, click the New line button. Alternatively, youcan press the F7 key.
4.
Specify the required information.5.
Click the Save button. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button to save the rules for the new form.8.
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Specifying Documentation of the Form
To create the form documentation:
In the HR Form Editor: Initial Screen, specify the form name.1.
Select the Documentation radio button.2.
Click the Change button. The Change Documentation screen appears, as shown in Figure1622:
Figure 1622: The Change Documentation Screen
3.
In the Change Documentation screen, specify the required information.4.
Click the Save button. The Prompt for Customizing request dialog box appears.5.
In the Prompt for Customizing request dialog box, specify the required information.6.
Click the Continue Enter button to save the text.7.
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The Features EditorThis editor creates, modifies, and deletes features. Features specify the default values that can beused as payroll and time management data.
The components of a feature are:
Decision tree: Indicates the set of operations that determine the default value
Structure: Specifies the arrangement of the various fields
People responsible/status: Indicates the people who can create and monitor the feature
Country/component assignment: Specifies the name of the country where the feature will beused
Documentation: Contains the comments about each element in a feature
To create a feature:
Type PE03 transaction code in the command text box of the SAP Easy Access screen. TheFeatures: Initial Screen appears, as shown in Figure 1623:
Figure 1623: The Features: Initial Screen
1.
In the Features: Initial Screen, specify the name of the feature.2.
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Select the Persons responsible/status radio button in the Subobjects section.3.
Click the Create button. The Edit Feature: Person Responsible/Status screen appears, asshown in Figure 1624:
Figure 1624: The Edit Feature: Person Responsible/Status Screen
4.
In the Edit Feature: Person Responsible/Status screen, specify the required information.5.
Click the Save button. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button to save the feature.8.
Click the Cancel button to switch to the Features: Initial Screen.9.
In the Features: Initial Screen, select the Country/component assignment radio button.10.
Click the Change button. The Edit Feature: Country/Component screen appears, as shownin Figure 1625:
11.
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Figure 1625: The Edit Feature: Country/Component Screen
In the Edit Feature: Country/Component screen, specify the required information.12.
Click the Save button. The Prompt for Customizing request dialog box appears.13.
In the Prompt for Customizing request dialog box, specify the required information.14.
Click the Continue Enter button to save the feature with the specific country and componentname.
15.
Click the Cancel button to switch to the Features: Initial Screen.16.
In the Features: Initial Screen, select the Structure radio button.17.
Click the Change button. The Edit Feature: Structure screen appears, as shown in Figure1626:18.
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Figure 1626: The Edit Feature: Structure Screen
In the Edit Feature: Structure screen, specify the required information.19.
Click the Save button. The Prompt for Customizing request dialog box appears.20.
In the Prompt for Customizing request dialog box, specify the required information.21.
Click the Continue Enter button to save the structure for the feature.22.
Click the Cancel button to switch to the Features: Initial Screen.23.
In the Features: Initial Screen, select the Decision tree radio button.24.
Click the Change button. The Process feature: decision tree screen appears, as shown in
Figure 1627:
25.
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Figure 1627: The Process feature: decision tree Screen
In the Process feature: decision tree screen, click the Create nodes button. The Choosenode type for new nodes dialog box appears, as shown in Figure 1628:
Figure 1628: The Choose node type for new nodes Dialog Box
26.
In the Choose node type for new nodes dialog box, specify the required information.27.
Click the Continue Enter button.28.
Click the Save button. The Prompt for Customizing request dialog box appears.29.
In the Prompt for Customizing request dialog box, specify the required information.30.
Click the Continue Enter button to save the feature tree.31.
SAP ReferencePoint Suite 32
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Click the Activate button to generate the feature.32.
To create a features documentation:
Type PE03 transaction code in the command text box of the SAP Easy Access screen. TheFeatures: Initial Screen appears.1.
In the Features: Initial Screen, specify the feature name.2.
Select the Documentation radio button in the Subobjects section.3.
Click the Change button. The Change Documentation screen appears, as shown in Figure1629:
Figure 1629: The Change Documentation Screen
4.
In the Change Documentation screen, type the comments.5.
Click the Save button. The Prompt for Customizing request dialog box appears.6.
In the Prompt for Customizing request dialog box, specify the required information.7.
Click the Continue Enter button to save the feature documentation.8.
SAP ReferencePoint Suite 33
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Related TopicsFor related information on this topic, you can refer to:
Getting Started with SAP R/3
The SD Sales and Distribution Module
The FI Financial Accounting Module
The CO Controlling Module
The PA Personnel Management Module
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