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IBM Global Business Services

SAP HR

Functional Overview

2007 IBM Corporation

IBM Global Business Services

List of Topics
Personnel Administration
Organization Management
Time Management
Payroll

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Unit Objectives
Overview of SAP HR from a functional
perspective.
To familiarize with the jargons followed in
SAP HR
Describe the concepts of SAP HR and their
respective modules.

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Administration
Organization Management
Time Management
Payroll

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Administration

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Master Data: Overview

Organizational
Assignment

OM

Address

Payroll

Tax Information
Family
Benefits

Work Schedule
Employee
Time
Master Data Records

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Why Use Master Data?


Chicago

New Hire

Houston

Employee
7

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

HR Company Structures in PA
Enterprise Structure
Personnel Structure

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotypes

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Actions
Infotype

10

SAP HR Functional Overview

Personnel Action

2007 IBM Corporation

IBM Global Business Services

Features

11

NUMKR

ABKRS

VDSK1

PINCH

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

HR Structures

Enterprise

Overall Enterprise Control


Various Legal Entities
Personnel Administration
Responsibilities
Authorizations
Internal Reporting requirements
Location dependent/ Office
dependent Internal HR Processes
External Legal Processes like
Professional Tax

SAP HR Functional Overview

Personnel

Example: Active Workforce


/ Retiree

2007 IBM Corporation

IBM Global Business Services

Enterprise Structure

ABC
ABCGroup
Group

SEL
SEL

SWSPL
SWSPL

SDPL
SDPL

Corporate
Corporate

West
West

South
South

Pune
Pune

SAP HR Functional Overview

Mumbai
Mumbai

2007 IBM Corporation

IBM Global Business Services

Enterprise Structure - Client

ABC
ABCGroup
Group

ABC-USA
ABC-USA

ABC-India
ABC-India

ABC-UK
ABC-UK

Corporate
Corporate

West
West

South
South

Pune
Pune

SAP HR Functional Overview

Mumbai
Mumbai

2007 IBM Corporation

IBM Global Business Services

Enterprise Structure Company Code

ABC
ABCGroup
Group

SEL
SEL

SWSPL
SWSPL

SDPL
SDPL

Corporate
Corporate

West
West

South
South

Pune
Pune

15

SAP HR Functional Overview

Mumbai
Mumbai

2007 IBM Corporation

IBM Global Business Services

Enterprise Structure - Personnel Area

ABCGroup
ABCGroup

SEL
SEL

SWSPL
SWSPL

SDPL
SDPL

Corporate
Corporate

West
West

South
South

Pune
Pune

SAP HR Functional Overview

Mumbai
Mumbai

2007 IBM Corporation

IBM Global Business Services

Enterprise Structure - Personnel Subarea

ABC
ABCGroup
Group

SEL
SEL

SWSPL
SWSPL

SDPL
SDPL

Corporate
Corporate

West
West

South
South

Pune
Pune

SAP HR Functional Overview

Mumbai
Mumbai

2007 IBM Corporation

IBM Global Business Services

Personnel Structure

Administrative

Organizational

Organizational Unit

Way of Classifying Employees


SAP HR Functional Overview

Position

Job
2007 IBM Corporation

IBM Global Business Services

Personnel Structure - Employee Group


Employee Groups

Early Retiree/ VRS

Retiree

Active Workforce

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Structure - Employee Subgroup

Hourly Wage
Earner

Trainee

Active Workforce
(Employee Group)
Salaried Staff

SAP HR Functional Overview

Directors

2007 IBM Corporation

IBM Global Business Services

Personnel Structure - Payroll Area

Payroll Accounting Area X


January

Payroll Accounting Area Y


January

10
28
Payroll run on the 10th day of
month for the previous month
SAP HR Functional Overview

Payroll run on the 28th day of


month for the current month
2007 IBM Corporation

IBM Global Business Services

Infotypes
Family
Address
Organizational
Assignment
Bank Connection

Employee
Actions

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotypes, Infogroups and Personnel Actions

Personnel Action

Infotype

Info Group

23

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype Menus

Static Menus
Infotype Names

Direct Menu

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Four Primary Master Data Infotypes

Actions, 0000
Organizational Assignment, 0001

2024

Personal Data, 0002


Payroll Status, 0003

The above infotypes are essential if a Personnel Number is


to exist in the system.

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Actions, 0000

Status
Indicators

26

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Status Indicators for Infotype Actions, 0000

Customer-Specific

Status 1
Value
Status 2

0
1
2
3

27

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Status Indicators for Infotype Actions, 0000

Value
Status 3

28

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Organizational Assignment, 0001

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personal Data, 0002

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Status, 0003

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotypes and Time Constraints

Time Constraint 1
Record has no gaps, no overlap.
Time Constraint 2
Record may have

gaps. But Record

has No Overlap.

Time Constraint 3
Record may have

Gaps

AND

records may

32

SAP HR Functional Overview

Multiple
exist.

2007 IBM Corporation

IBM Global Business Services

Other Master Data Infotypes

Bank Details 0009

Address 0006

Basic Pay 0008


33

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Customizing an Infotypes User Interface


You can customize the Infotype Screen Header and modify the Screen

34

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Actions
Benefits of personnel
actions:
Sequential processing
of infotypes
Ensures recording of
all required data
Efficient data entry

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Accessing Personnel Actions

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Additional Actions Infotype 0302

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Additional Actions Infotype 0302 (Continued)

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Activating Additional Actions

Activating Additional Actions Infotype

Personnel Actions Types Views


RPUEVSUP
Indicator U0302
Create
Additional Actions

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Dynamic Actions

Contract Elements, 0016

Monitoring of Dates, 0019

After saving the CONTRACT ELEMENTS infotype, the


MONITORING OF DATES infotype will be displayed automatically.
SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

What is a Feature?

Features
What?
Why?

Features are objects within PA that determine automatic default values and
help to control system processes by querying different company, personnel or
data structure fields determine a specific value.

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Four Master Data Features

VDSK1

NUMKR
ABKRS

SAP HR Functional Overview

PINCH

2007 IBM Corporation

IBM Global Business Services

Integration of Master Data and OM


Infotype 0001 Organizational Assignment

43

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Reports for Integration

RHINTE00
RHINTE10
RHINTE20
RHINTE30

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Administration
Organization Management
Time Management
Payroll

45

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Organizational Management

46

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Organizational Management Overview

Which company does


the employee work for?

Which department does


the employee work in?

47

SAP HR Functional Overview

Whom does the


employee report to?

Employee

What are the tasks to be


performed by the
employee?

2007 IBM Corporation

IBM Global Business Services

Why use Organizational Management?


Using Organizational Management, the user may get a picture of the organization at
any point in time: past, present or future. With this information, the user may be
proactive in planning for future human resource needs.

Present
48

SAP HR Functional Overview

Future
2007 IBM Corporation

IBM Global Business Services

Infotypes
Object characteristics are maintained in Infotytpes.

49

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Plan Objects
Plan objects represent different
elements in a company. There
are five basic plan objects.

(O) Organizational units


(C) Jobs
(S) Positions
(T) Tasks
(A) Work centers

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Organizational Units
ABC Company

Organizational units
units describe
describe
the company's distinct
distinct
business
business units.
units.
Multiple Organizational
Organizational
units
units with
with corresponding
corresponding
relationships
relationships form
form an
an
organizational
organizational structure.
structure.

HR

Finance

Examples:
Departments
Geographical Region
Business Process

SAP HR Functional Overview

P & A Recruitment Accts

Tax

Audit

2007 IBM Corporation

IBM Global Business Services

Jobs

Jobs are general


classifications of tasks
performed by employees.

Accountant
Salesperson
General Manager

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Positions
Positions
Positions are
are concrete
concrete
representation
representation of
of jobs
jobs and
and are
are
held
held by individuals.

Positions are specific to


a company.
Multiple positions may
perform similar job tasks.
Each position typically represents one
employee, but may be partially filled by
more than one.

Supervisor

G M ( Finance)

G M ( O & M)

SAP HR Functional Overview

G M ( Projects)
2007 IBM Corporation

IBM Global Business Services

Tasks
Tasks describe jobs
and positions.

Job: Head of Dept.


Tasks:
Job
Manages dept.,
Co-ordinates meetings
Makes Decisions

Position 1: Sales Manager

Position 2: Production Manager

Determines sales quotas


Monitors sales progress

Maintains factory shift


schedules
Co-ordinates
Shop floor
meetings

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Work Centers
Work
Work centers describe
describe the
the
physical
physical locations
locations where tasks
are
are performed.
performed.

SAP HR Functional Overview

Examples:
Daman Factory
Mould Making Unit
Assembly Line
Rotor Blade Unit

2007 IBM Corporation

IBM Global Business Services

Additional Object Types

56

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Relationships Between Basic Object Types

57

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Elements of an Organizational Plan

58

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Menu Path to Simple Maintenance


From the main menu:

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Setting Plan Versions


Specify the plan version to work with in Simple Maintenance

Select the
Plan Version
SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 1: Create the Root Organizational Unit


Begin by creating an organizational
unit for the highest level entity in
your company.

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 2a: Create Additional Organizational Units


Executive
Offices

Example:

Administrative
Division

Design
Division

SAP HR Functional Overview

SDPL
Division

SRPL
Division

2007 IBM Corporation

IBM Global Business Services

Step 2b: Edit the Organizational Structure

63

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 3: Create Jobs

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 4a: Create Positions

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 4b: Edit Positions

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 5: Assign Tasks

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 6: Assign Cost Center

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 7a: Assign Holders


A person is an
employee already entered
in the system

A user can be
assigned using
simple maintenance

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Step 7b: Assign Staffing Percentages to Holders

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Matrix Organisation

71

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Accessing Matrix Organisation

72

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Maintaining Matrix Organisation

73

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype Maintenance

Maintain the infotypes


of an object type using
Expert mode

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype Maintenance Interface

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype Maintenance Interface

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Delete vs. Delimit


Infotype records can be deleted or delimited. It is important to
understand when to use each function.
Delete

Delimit
When information is no
longer valid for the specified
time period.
History is maintained.
Examples:

When experimenting with


plan versions, or if a data
entry error has been made.
History is not maintained.
Examples:

An existing department is
dissolved.

Too many positions are


created under a job.

A positions work hours are


changed, effective next year.

A new department is
planned, then canceled.

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Aspects
You can create aspects to limit
the infotypes available

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotypes

Object characteristics are


maintained in infotypes

79

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Additional Infotype Attributes

80

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Status

81

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Validity Dates

82

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Constraints

83

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Other Useful Tools

You will find some helpful


reporting tools under
the menu Tools.

84

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Maintaining Infotypes
Although the object and relationship infotypes are required
with every object, other infotypes are commonly used and
recommended.
Org unit
Job
Position
Task
Work
center

Object, relationships, description, department/staff,


account assignment feature
Object, relationships, description, cost planning
Object, relationships, description, department/staff,
planned comp, employee group/subgroup, vacancy
Object, relationships, character
Object, relationships, planned compensation,
restrictions, health examination

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Administration
Organization Management
Time Management
Payroll

86

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Management

87

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Management Overview

Time Recording

Infotypes

Employee is at work
Employee is Sick
Employee Working Overtime

FI/CO

Time Evaluation
# of Hours Worked
# of Sick Hours
# of Overtime Hours

88

SAP HR Functional Overview

Payroll
$ for # of hours worked
$ for # of Sick Hours
$ for Overtime
2007 IBM Corporation

IBM Global Business Services

Time Management Building Blocks

Company Structure

Work schedules

Time Recording

Time Evaluation

89

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Company Structure: Organizational Assignment, 0001

Enterprise Structure

Personnel Structure

Organizational Structure

90

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Work Schedules

Personnel Subarea

Employee Subgroup

Infotype
0001
Infotype
0007

Monthly work schedule


How are employees schedule to
work on the day
When can they take breaks?
Is the day a public Holiday?

FI/CO
Payroll

Time Recording (Infotypes)


91

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Recording : Methods of Time Data Capture

Manual time sheets


Employee physically record start and end time

Using clock punch cards


Employee use machines to punch a card

Electronically via magnetic card


Employee swipes a card at a time terminal

Employer assumes employee works


contracted hours
Employee only informs employer of changes

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Evaluation
TR
Terminal

HR
Terminal

Payroll
SAP HR Functional Overview

Time

Recording

Time

Evaluation

Reporting

TR Terminal
2007 IBM Corporation

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Time Management Integration Points

PP
PM

TE
SAP HR Functional Overview

CATS
Time
Management

PA

CO
FI
Payroll

2007 IBM Corporation

IBM Global Business Services

IMG Customizing Steps


Personnel Subarea - Employee Subgroup Groupings
Work Schedules
Public Holidays

Daily Work Schedules

Public Holiday Calendar Break Schedules Variants Rules - Variants


Period Work Schedules
Work Schedules
Generate
Monthly Work Schedules
Infotype 0007 Plan Working Time
95

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Public Holiday Calendar


SAP has two calendars used by the HR module
Public Holiday Calendar
Factory Calendar

SAP provides standard Public Holiday calendars for most countries.


All calendars are customizable in SAP
SAP Calendars are not client-specific
Used in many areas e.g. logistics and HR

January
1

96

SAP HR Functional Overview

6 7
5
3
2
14
3
2
1
1
1
9 10 4 1
21
8
0
9
2
7 18 1
28
15 16 1
7
2
6
2
5
4 2
22 23 2
29 30 31

2007 IBM Corporation

IBM Global Business Services

Public Holiday Classes


Are only used in HR (Personnel Administration)
Are required by
payroll
wage type generation
absence counting
day types
rules for daily work schedule variants

SAP standard delivered


public holiday class = 1
assigned to all public holidays except Christmas Eve and New Years Eve (these are assigned 2)

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Management Groupings


SAP provides the following groupings in Time recording
Personnel Subarea Groupings
Employee Subgroup Groupings

Groupings allow the user to, for example


define different work schedules for groups of employees
assign different rules for deviations to planned working time
permit only certain attendances and absences to be posted for certain groups of
employees

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Subarea Groupings for Work Schedules

Two sets of PSG groupings are used


Personnel Subarea groupings for work schedules
Personnel Subarea groupings for daily work schedules

Groupings 01 - 50 are used for Time Recording


Groupings 51 - 99 are used for Logistics

Personnel subarea A
Personnel subarea
grouping
Work Schedule

SAP HR Functional Overview

B
01

NORM8
8Hours - 5 Days

C
02
NORM10
10 Hours- 4 Days
2007 IBM Corporation

IBM Global Business Services

Define Personnel Subarea Groupings: Groupings for Daily Work schedule

Personnel Subarea grouping


Personnel Subarea groupin
Daily
Work
schedules:
for Work Schedules
for Work Schedules

01

Personnel Subarea grouping


for Work Daily Schedules

01
Normal (8H)
Executives
(9H)
Early
SAP HR Functional Overview

02

Norm (8H)
Norm (10H)
Executives (9H)
Early
Late
Night
Of

Personnel Subarea groupin


for Work Daily Schedules

02
Late
Night
Of

Normal
(10H)
Early
Late

Night
Of
2007 IBM Corporation

IBM Global Business Services

Company Structure: Indicators of the Employee Subgroup

Quotas

Work Schedules
Employee Subgroup

Salaried
Employees
101

SAP HR Functional Overview

Hourly
Employees
2007 IBM Corporation

IBM Global Business Services

Monthly Work Schedule


Daily Work Schedule
Early Shift: E
06:00 - 14:00
1 Hour Lunch

F
F

13 F

Monthly Work Schedule


2

F S
S
M
L
E
F
F
L

SAP HR Functional Overview

14 F

:F

January
1
10 11 ...
M
T W
T
ES ...
E
E
E
E

January
1 T New Years Day
2F
3S
4S
5M
6T
7W
8T

2 3 4 5
E E E E

Late Shift : L
14:00 - 22:00
1 Hour Lunch
Free

Public Holiday Calendar

Period Work Schedule

12

L L
1110

6
T
L

W
L

T
L

9
S

F ...
2007 IBM Corporation

IBM Global Business Services

Generate Monthly Work Schedules Manually

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Work Schedules:Planned Working Time, 0007

Work Schedule Assignment

104

SAP HR Functional Overview

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IBM Global Business Services

Time Recording :Time Recording Methods

Positive Time
Recording

SAP HR Functional Overview

Negative Time
Recording

2007 IBM Corporation

IBM Global Business Services

Time Recording : Negative Time Recording


Records time deviations to planned working time
Valid deviations include:
Absences
Special absences
On call duty
Overtime
Substitutions
Time off in lieu

Deviations are manually entered according to type and duration

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Recording : Positive Time Recording


Records the attendance times of an employee
Records the deviation times of an employee
Valid attendance's include:
Training
Business trip
Seminar
Overtime

Attendance's and deviations can be entered either:


Front-end system
Manually

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Recording in Time Management


Time recording in time management
Allows the entry of employee time data
Manually
Automatically

Allows data to be entered as clock times


Allows data to be entered as hours

Time data is entered in time recording infotypes


Time recording infotype range 2000 - 2999

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time entry Options with SAP


SAP standard infotypes (central, employee)
SAP CATS
SAP ESS-CATS
External PDC applications with certified interface to SAP
External front-end applications with interface to SAP (Kiosk, Swipecards,
Scanners)

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Infotypes
Recording deviations from the planned working time
2001 - Absences
2002 - Attendances
2003 - Substitutions
2004 - Availability (On-call)
2005 - Overtime

Recording time quotas


2006 - Absence Quotas
2007 - Attendance Quotas
2013 - Quota Correction
0416 - Quota Compensation

Recording wage types directly


2010 - Employee Remuneration Information

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Infotypes (Contd.)


Recording clock times via positive time recording
2011 - Time Events
2012 - Time Balance Revisions

Recording time recording data via calendars(simulated)


2050 - Annual Calendar
2051 - Monthly Calendar
2052 - Weekly Calendar

Time Data Extract infotypes(simulated for reporting)


2500 - Personal Work Schedule Times
2501 - Employee Times
2502 - Quota Transaction

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Maintain Time Data


Time recording infotypes can be maintained
Via a single screen entry
Through fast data entry screen
Via weekly data entry screen
Via monthly data entry screen
Via annual data entry screen

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Recording Menu

Choose date

Select
or type in infotype
number

Select subtype

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype 2001 - Absences

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype 2002 - Attendances

SAP HR Functional Overview

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Infotype 2003 - Substitutions

SAP HR Functional Overview

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Infotype 2004 - Availability

SAP HR Functional Overview

2007 IBM Corporation

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Infotype 2005 - Overtime

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Infotype 2006 - Absence Quotas

SAP HR Functional Overview

2007 IBM Corporation

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Infotype 2007 - Attendance Quotas

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Recording Calendars


Annual Calendar
Stores all attendance and absence data for an employee for the whole year

Monthly Calendar
Stores all attendance and absence data for an employee for one month

Weekly Calendar
Stores all attendance and absence data for an employee for one week

SAP HR Functional Overview

2007 IBM Corporation

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Annual Calendar - 2050

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Monthly Calendar - 2051

SAP HR Functional Overview

2007 IBM Corporation

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Weekly Calendar - 2052

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Evaluation Overview

125

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Why Use Time Evaluation

126

SAP HR Functional Overview

2007 IBM Corporation

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Basics and prerequisites for Time Evaluation

127

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Time Evaluation Process


Time Recording
Plant Data Collection
P2011

Entry Screens
PA2001
PA2002
PA200n

TEVEN

Pair Formation

PCL1
(B1)
NT1

Time Evaluation

RPTIME00
PCL2
(B2)
PT

Updates

Payroll
RPCALC00
Legacy Payroll
SAP HR Functional Overview

PCL2 (B2)

RPTEZL00
PU12

ZL

PA2001
PA2002
PA200n
2007 IBM Corporation

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Time Evaluation Process:Time Events

Plant Data Collection


INFOTYPE
2011:
TIME EVENTS

SAP HR Functional Overview

TEVEN

2007 IBM Corporation

IBM Global Business Services

Time Evaluation Process: Pair Formation


Plant Data Collection

Time Pairs
Generated within the time
evaluation program
Created from time events
Are formed each day
Use the 24hr clock
Pair Formation for Current Day

INFOTYPE
2011:
TIME EVENTS

TEVEN

Pair Formation

PCL2
(B2)
PT

Pair Formation for Previous Day

Clock-in Jan 2nd 05:56

Clock-in Jan 2nd 21:56

Clock-out
14:07

Clock-out
06:12

Jan 3rd

Time Pair
21:56 - 30:12

Jan 2nd

Jan 2nd

Time Pair
Jan 2nd
05:56 - 14:07
SAP HR Functional Overview

PCL1
(B1)
NT1

2007 IBM Corporation

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Time Evaluation Process: Time Evaluation Concept


ABAP/4
Coding
Evaluation Driver

RPTIME00

Program
Control
ATAB Tables

Program
Customizing
ATAB Tables

Schemas
FUNCTION
MODULE
OPERATION
MODULE
131

SAP HR Functional Overview

Rules

555Z
,A
510S
554C
2007 IBM Corporation

IBM Global Business Services

Data Flow In Time Evaluation


Before
Processing
Entry
data

After
Processing
Results
are written
back to cluster B2

TEVEN

PCL1
(B1)
NT1

Results from
previous
PCL2
(B2)
evaluation
PT

Infotype data
PA2001
PA2002
PA2003
PA2004
PA2006
132

PA0001
PA0002
PA0003
PA0007
PA0050
SAP HR Functional Overview

Processing

RPTIME00

PCL2
(B2)
PT

Infotypes are
updated
(if necessary)
PA2001
PA2002
PA2003
PA2004
PA2006

PA0001
PA0002
PA0003
PA0007
PA0050
2007 IBM Corporation

IBM Global Business Services

Steps of RPTIME00

1.
2.

Determine First Day of Evaluation


Pair Formation

Before day Processing


3. Initialization
Day Processing
4. Import Data
5. Error Checks
6. Determine Planned Working Time
7. Overtime Generation
8. Time Wage Type Selection
9. Process Overtime Wage Types
10. Form Time Balances
Final Processing
11. Error Checks and end of Period
12. Export Evaluation Results
133

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Personnel Administration
Organization Management
Time Management
Payroll

134

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Overview

135

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Process
Gross Pay

Company
Contributions

Basic
Allowances
Reimbursements
Bonus, Incentives

PF Contribution
Super Annuation
Provision for Gratuity
etc.

C2C

less
Rs.

Emp. Contributions
Deductions Loans Repayment
Taxes
Third Party Deductions
Other deductions
SAP HR Functional Overview

Net Pay

2007 IBM Corporation

IBM Global Business Services

Gross Pay
Particular wage types employee entitled to during a pay period

Basic Pay
Shift
Earnings
Pro-Rated
Pay
Retroactive
Pay
Additional
Payments

SAP HR Functional Overview

Overtime
Leave/Quota
Bonuses
Recurring
Payments &
Deductions

2007 IBM Corporation

IBM Global Business Services

Cumulation of Gross Amounts

Gross Salary
For Income Tax

SAP HR Functional Overview

Gross Salary
For ESI, etc.

Cost to Company

2007 IBM Corporation

IBM Global Business Services

Net Pay/Gross-to-Net Calculation


Amount paid to employee after withholding taxes, Employee
contributions & other deductions

Earnings

Basic
Allowances
Reimbursements
Bonus & Incentives

SAP HR Functional Overview

Less Deductions

Net Pay

PF Contributions, etc.
ESI, LWF
Loans
Taxes (I Tax, P Tax)
Third party deductions

Insurance

Union Contributions

Co-operatives & Clubs


Other deductions

Bus, Meal, etc.


2007 IBM Corporation

IBM Global Business Services

The Payroll Cycle


Master Data

Prerequisite
Configuration for Payroll
Payroll Organization
Basic Pay
Wage Types
Infotypes

SAP HR Functional Overview

Time Management

Payroll
Run
Gross - Deductions = Net Pay

Final Steps
Direct
Deposit/Checks
FI/CO Transfer
Third Party
Remittance
Tax Reporting

2007 IBM Corporation

IBM Global Business Services

Prerequisite Configuration
Master Data

Prerequisite
Configuration for Payroll
Payroll Organization
Basic Pay
Wage Types
Infotypes

SAP HR Functional Overview

Time Management

Payroll
Run
Gross - Deductions = Net Pay

Final Steps
Direct Deposit/Checks
FI/CO Transfer
*Third Party
Remittance
*Tax Reporting

2007 IBM Corporation

IBM Global Business Services

Prerequisite Configuration
Payroll Organization
PAYROLL
AREA

CONTROL
RECORD

PERIOD /
DATE
MODIFIER

PAYROLL
CALENDAR

PAY
SCALE
GROUP

PAY
SCALE
LEVEL

Basic Pay
PAY
SCALE
TYPE

PAY
SCALE
AREA

Allowance Groups: India Specific functionality


SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Some Payroll Infotypes


IT 0001 Organizational Assignment
IT 0003 Payroll Status
IT0007 Planned Working Time*
IT 0008 Basic Pay
IT 0009 Bank Details
IT 0014 Recurring Payments/Deductions
IT 0015 Additional Payments
IT 0185 Personal IDs **

Country specific (IN)


IT 0580 Previous Employment Tax Details
IT 0581 Housing (HRA/CLA/COA)
IT 0582 Exemptions IT Exemptions for Medical &
Leave Travel
IT 0583 Car & Conveyance Co Car/Own Car,
Conveyance, etc.
IT 0584 Income from Other Sources - Income from
house property, etc.
IT 0585 Section 80 Deductions

IT 0057 Membership
IT 0046 Loans

IT 0586 Investment Details

IT 0267 Off-cycle Payments

IT 0588 Other Statutory Deductions - ESI, LW Fund,

IT 0587 Provident Fund Contribution Details


P. Tax
IT 0590 Long Term Reimbursements Hard
Furnishing & Soft Furnishing
IT 0591 Nominations PF, Gratuity, ESI, etc.

143

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

The Payroll Run


Master Data

Prerequisite
Configuration for Payroll
Payroll Organization
Basic Pay
Wage Types
Infotypes

SAP HR Functional Overview

Time Management

Payroll
Run
Gross - Deductions = Net Pay

Final Steps
Direct Deposit/Checks
FI/CO Transfer
*Third Party
Remittance
*Tax Reporting

2007 IBM Corporation

IBM Global Business Services

Final Payroll Steps


Master Data

Prerequisite
Configuration for Payroll
Payroll Organization
Basic Pay
Wage Types
Infotypes

SAP HR Functional Overview

Time Management

Payroll
Run

Final Steps
Direct Deposit/Checks

Gross - Deductions = Net Pay


FI/CO Transfer

*Third Party
Remittance
*Tax Reporting

2007 IBM Corporation

IBM Global Business Services

Payroll Integration

Master Data

Time Management

Payroll

FI/CO

146

SAP HR Functional Overview

Claims (India)

2007 IBM Corporation

IBM Global Business Services

Create Control Record

Last payroll period. When creating it for the first


time, it should be 1 less than the period in which
productive operations actually commence.

Current payroll
period

Earliest date up to which retro-accounting is


possible, for a payroll area. This limit is also
defined per employee in infotype 003

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Create Control Record ((Contd.,).,)

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Periods

Financial Year 2004 - 2005


Payroll Period
01
2004
02
2004
.
.
.
.
.
.
.
.
9
2004
10
2004
11
2004
12
2004
SAP HR Functional Overview

Corresponding Celendar
01.04.2004 30.04.2004
01.05.2004 31.05.2004
.
.
.
.
.
.
.
.
01.12.2004 31.12.2004
01.01.2005 31.01.2005
01.02.2005 28.05.2005
01.03.2005 31.03.2005
2007 IBM Corporation

IBM Global Business Services

Generate Payroll Calendar

Cumulation type
values:M,Q, X, Y

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Basic Pay IT 0008

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Basic Pay - IMG Path

152

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Define Employee Subgroup Grouping for PCR and CAP


Press F1 for the grouping
values defined by SAP

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Check Pay Scale Type


Grouping for the economic area to which a
collection agreement applies.
For example:

Manager

Technician

154

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Check Pay Scale Area


Defines the physical areas where the
collective agreements are valid
Examples:

155

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Revise Pay Scales Groups & Levels

Senior Manager - Level 3

Manager - Level 1

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Define Pay Scale Salary Ranges

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Wage Types

Mona Roise

2049

Mona Roise

2048

Wage Types allow for the


assignment of payments and
deductions and the control of
payroll programs.

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Primary and Secondary Wage Types

Primary/ Dialog Wage Types


- Sample WT begin with Alpha code

Secondary wage types


Valuation bases

/0..

MB10 Basic Pay

Gross cumulation

/1..

MF10 Ee PF Contribution

Average bases

/2..

MF30 Er PF Contribution

Factoring /CO

/8..

M210 LTA Amount

Outgoing wage types /A..


in retroactive acc. period
Incoming wage types /Z..
from previous month

SAP HR Functional Overview

Others
Result wagetypes:
2007 IBM Corporation

IBM Global Business Services

Wage Types

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Check Wage Type Characteristics

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Valuation of Wage Types

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Indirect Valuation

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Modules for Indirect Valuation

Wage Type Valuation for India

INVAL

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

TARIF Module

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

PRZNT and SUMME Modules

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

ARBPL Module

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

INVAL: Wage type valuation module for India


Variant
A:

The value of the wage type is a fixed amount. For a


given Allowance Group, Basic Pay = Rs.5,000

B:

Value as a percentage of one or more base wage types


added to a fixed amount. House Rent = 50% of Basic
Pay + 40% of Dearness Allowance + Rs.500

C:

Value as a percentage of one or more base wage types


subject to a maximum limit.. House Rent = 50% of Basic
Pay + 40% DA and subject to a maximum of Rs.2,500

D:

Value as one or any combination of Variants B & C.


percentage of one or more base wage types subject to
a maximum limit.. House Rent = (Rs.100 + 50% of Basic
Pay + 40% DA ) factored by 50% and subject to a
maximum of Rs.2,500

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Infotypes
IT 0001 Organizational
Assignment
IT 0003 Payroll Status
IT 0006 Addresses
IT0007 Planned Working
Time*
IT 0008 Basic Pay
IT 0009 Bank Details
IT 0014 Recurring
Payments/Deductions
IT 0015 Additional
Payments
IT 0045 Loans
169

SAP HR Functional Overview

Country specific (IN)


IT 0580 Previous Employment Tax Details
IT 0581 Housing (HRA/CLA/COA)
IT 0582 Exemptions IT Exemptions for Medical &
Leave Travel
IT 0583 Car & Conveyance Co Car/Own Car,
Conveyance, etc.
IT 0584 Income from Other Sources - Income from
house property, etc.
IT 0585 Section 80 Deductions
IT 0586 Investment Details
IT 0587 Provident Fund Contribution Details
IT 0588 Other Statutory Deductions - ESI, LW Fund,
P. Tax
IT 0590 Long Term Reimbursements Hard
Furnishing & Soft Furnishing
IT 0591 Nominations PF, Gratuity, ESI, etc.

2007 IBM Corporation

IBM Global Business Services

IT0001 - Organizational Assignment

170

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

IT0003 - Payroll Status

171

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Retroactive Accounting

Payroll Past
January

December
Retroactive
Relevancy

July
November

Retroactive Limit
- per Payroll area
- per employee

SAP HR Functional Overview

September

Retroactive
Recognition
2007 IBM Corporation

IBM Global Business Services

IT0007 - Planned Working Time

173

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

IT0008 - Basic Pay

174

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

IT0009 - Bank Details

175

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

IT0014 - Recurring Payments/Deductions

176

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

IT0015 - Additional Payments

177

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

India Specific Payroll Infotypes


IT 0580 Previous Employment Tax Details
IT 0581 Housing (HRA/CLA/COA)
IT 0582 Exemptions IT Exemptions for Medical & Leave Travel
IT 0583 Car & Conveyance Co Car/Own Car, Conveyance, etc.
IT 0584 Income from Other Sources - Income from house property, etc.
IT 0585 Section 80 Deductions
IT 0586 Investment Details
IT 0587 Provident Fund Contribution Details
IT 0588 Other Statutory Deductions - ESI, LW Fund, P. Tax
IT 0590 Long Term Reimbursements Hard Furnishing & Soft Furnishing
IT 0591 Nominations PF, Gratuity, ESI, etc.

178

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Accessing the Payroll Sub-Module

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Run
Master data entered for current pay period

Fix rejects
(matchcode W)
and other updates

Release Payroll

Start Payroll

Yes

Any
rejects
?

No

Check Results

No

Corrections

SAP HR Functional Overview

Results
OK ?

Yes

Exit Payroll

Remuneration &
Subsequent Activities

2007 IBM Corporation

IBM Global Business Services

Payroll Simulation

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Release Payroll

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Start Payroll

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Log

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Check Results

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Corrections

186

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Exit Payroll

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Remuneration Statement

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Payroll Results

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Posting Payroll Results to Accounting

Payroll Accounting

HR

Calculation of wages & salaries to be paid to an employee


Calculation of deductions & amount to be transferred to employee
External Accounting

FI

Consideration of personnel expenses


Consideration of payables & resulting payments
External Accounting

CO

Consideration of personnel costs


to cost objects or as overhead costs

190

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Bank Transfer

Test Transfer

Pre-program DME
Create DME
DME Management

SAP HR Functional Overview

To ensure that the transfer of


payables is not repeated
During reruns, only the
difference is transferred
Generate a file with all
employee bank details and
net salary

2007 IBM Corporation

IBM Global Business Services

Cost Centers

Executive
Board

Human
Resources

Cost
Center
for Human
Resources

Corporate
Services

Cost
Center
for
Corporate
Services

Consultants

- Michael Thomas
- John Robb
SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Cost Distribution
Executive
Board

Human
Resources

HR
Administration

Production

HR
Development
B

A
50%

...

Social & Legal


C

30%

System
Administrator
SAP HR Functional Overview

20%

Cost Center
2007 IBM Corporation

IBM Global Business Services

Balance expenses with GL entries

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Questions ?

195

SAP HR Functional Overview

2007 IBM Corporation

IBM Global Business Services

Thank You

196

SAP HR Functional Overview

2007 IBM Corporation

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