sap hr integration

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

R

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

R

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


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

R

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

Employee Working Time

Working time

Attendance/absence calculation

Payment

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


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


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


Expand/collapse Where else used


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 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


...

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


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


...

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

SAP AG 1999

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


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



IT 0001

IT 0007

20002000


Workschedules

SAP AG

R


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

Define Pay Scale Type and Area

Pay scale areaPay scale type

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




Permissibility of wage types




SAP AG 1999

Using Wage Type Groups (Example)

Wage type group

Assignment of wage type to wage type groups

0008 Basic Pay


10101020

Standard payStandard bonus.

.

.

.

Wage type group

Assignment of wage type to wage type groups

0210 EE renum. info


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)


Membership Fees(0057)

Performancebonus

Unioncontribution

SAP AG 1999

Input Frequency for Wage Types in Infotypes



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

sap hr integration

Documents

sap time evaluation

sap time management

employee time data

time infotypes

time types

recording time data

frontend time

time balances