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Time Entry (564) SAP Best Practices

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Time Entry (564). SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose This scenario describes three methods of entering time data. - PowerPoint PPT Presentation

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Page 1: Time Entry (564)

Time Entry (564)

SAP Best Practices

Page 2: Time Entry (564)

© 2011 SAP AG. All rights reserved. 2

Purpose, Benefits, and Key Process Steps

Purpose This scenario describes three methods of entering time data.

– Time Entry – Manual - This scenario describes typical processes to create and maintain employee time information using the HR infotypes directly. This may be used by administrators when CATS time entry is not in use, or for entering an absence that spans multiple days. It is important to understand that any entries made here will not be reflected in CATS.

– Cross-Application Time Sheet (CATS) – CATS is one of the tools used for recording time worked by an employee. This scenario describes the entry of time to various absence and attendance types for transfer to the Human Capital Management (HCM) module. The checks configured in the HCM module, such as quota entitlements, will be performed at time of entry using CATS. CATS can also be used to record time to projects and other cost objects for transfer to other SAP modules such as Controlling, Project Systems, and Plant Maintenance.

– Time Manager’s Workplace - The Time Manager’s Workplace is an optional user interface for time entry. TMW features a user-friendly and task-oriented interface for maintaining time data and processing time evaluation messages. This interface was specifically designed to meet the needs of time administrators in a decentralized enterprise.

– The trigger for this activity is typically a manual time card submitted to the manager or time administrator. The manual time card may be a paper time sheet, and email message, or other electronic time sheet such as an Excel workbook.

Page 3: Time Entry (564)

© 2011 SAP AG. All rights reserved. 3

Purpose, Benefits, and Key Process Steps

Benefits Enables employees to record working times and tasks Enables time administrators to record working times for employees Enables managers to develop work schedules for employees Enables companies to control time management processes flexibly and efficiently

Key Process Steps Workforce Time Entry Time Management

Page 4: Time Entry (564)

© 2011 SAP AG. All rights reserved. 4

Required SAP Applications and Company Roles

Required SAP Applications SAP enhancement package 5 for SAP ERP 6.0

Enterprise roles involved in process flows Time Administrator Manager Employee

Page 5: Time Entry (564)

© 2011 SAP AG. All rights reserved. 5

Detailed Process Description

Time Entry

Time Entry Manual

Time Entry Manual - Enter Attendances – Employee submits a manual time card

– Attendance record is created

Time Entry Manual - Enter Absences – Employee submits a manual time card

– Absence record is created

Time Entry Manual - Enter Time in the Weekly Screen – Employee submits a manual time card

– Attendance and absence records are created

Page 6: Time Entry (564)

© 2011 SAP AG. All rights reserved. 6

Detailed Process Description

Time Entry, cont’d

Time Entry CATS

Time Entry CATS -Recording actual working times – Employee is hired in SAP and has time to record

– Working times are recorded to absence or attendance in the CATS database.

Time Entry CATS -Release time – Data entry profile requires release

– Working times are released for approval

Page 7: Time Entry (564)

© 2011 SAP AG. All rights reserved. 7

Detailed Process Description

Time Entry, cont’d

Time Managers Workplace

Time Managers Workplace - Select Employees – Selected employees will be displayed in Employee section on the left of the screen

Time Managers Workplace - Select Dates – Selected dates will be displayed in the Time Data section

Time Managers Workplace - View Employee Data – Various employee balances will be displayed

Time Managers Workplace - Enter Time for One Employee – Time data will be saved to the HR infotypes

Page 8: Time Entry (564)

© 2011 SAP AG. All rights reserved. 8

Detailed Process Description

Time Entry, cont’d

Time Managers Workplace

Time Managers Workplace - Enter Time for Multiple Employees – Time data will be saved to the HR infotypes

Time Managers Workplace - Process messages – Time errors will be corrected

Page 9: Time Entry (564)

© 2011 SAP AG. All rights reserved. 9

Process Flow DiagramTime Entry

Tri

gg

eri

ng

Ev

en

tH

R A

dm

inis

tra

tor

Tri

gg

ere

d

Eve

nts

Data Entry Type?

Select Employees

Manual

Time Manager’s Workplace

Time Processing –

Cross Application Time Sheet

(CATS) (572)

Time Evaluation Processing

(573)

New Hire / Rehire

Administration(563)

Time Evaluation Processing

(573)

Payroll and Payroll Post-Processing

(566)

Absence or Attendance

?

Create Attendances

Create Absences

Attendance

AbsenceRecording

Actual Working Times

CATS Time Entry

Release Time Select Dates

View Employee Data

Enter Time for One Employee

Enter Time for Multiple

Employees

Process Messages

Enter Time in the Weekly

Screen

Page 10: Time Entry (564)

© 2011 SAP AG. All rights reserved. 10

Process Flow DiagramWork Force Time Entry

Tri

gg

eri

ng

Ev

en

tE

mp

loye

eT

rig

ge

red

E

ven

ts

Does Employee

Enter Time?

NoYes

New Hire and Employee

Maintenance (562)

Ma

na

ger

Tim

e

Ad

min

istr

ato

r

Payroll and Payroll Post-Processing

(566)

Maintain Attendances

Maintain Absences

CATS Time Entry (ESS Possible)

Release Time (ESS Possible)

CATS Approval (MSS

Possible)

CATS HR Transfer

Run Time Evaluation

View Time Cluster TM Pool

Time Statement

(ESS Possible)

Employee Quota Report

Detect Incorrect

Quota Balance

Detect Incorrect

Quota Balance

Employee Quota

Overview (ESS Possible)

Quota Correction

Page 11: Time Entry (564)

© 2011 SAP AG. All rights reserved. 11

Legend

Symbol Description Usage Comments

To next / From last Diagram: Leads to the next / previous page of the Diagram

Flow chart continues on the next / previous page

Hardcopy / Document: Identifies a printed document, report, or form

Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines

Financial Actuals: Indicates a financial posting document

Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines

Budget Planning: Indicates a budget planning document

Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines

Manual Process: Covers a task that is manually done

Does not generally correspond to a task step in a document; instead, it is used to reflect a task that is manually performed, such as unloading a truck in the warehouse, which affects the process flow.

Existing Version / Data: This block covers data that feeds in from an external process

Does not generally correspond to a task step in a document; instead, this shape reflects data coming from an external source; this step does not have any incoming flow lines

System Pass / Fail Decision: This block covers an automatic decision made by the software

Does not generally correspond to a task step in the document; instead it is used to reflect an automatic decision by the system that is made after a step has been executed.

Ext

erna

l to

SA

P

Business Activity / Event

Unit Process

Process Reference

Sub-Process

Reference

Process Decision

Diagram Connection

Hardcopy / Document

Financial Actuals

Budget Planning

Manual Process

Existing Version /

Data

System Pass/Fail Decision

Symbol Description Usage Comments

Band: Identifies a user role, such as Accounts Payable Clerk or Sales Representative. This band can also identify an organization unit or group, rather than a specific role.

The other process flow symbols in this table go into these rows. You have as many rows as required to cover all of the roles in the scenario.

Role band contains tasks common to that role.

External Events: Contains events that start or end the scenario, or influence the course of events in the scenario.

Flow line (solid): Line indicates the normal sequence of steps and direction of flow in the scenario.Flow line (dashed): Line indicates flow to infrequently-used or conditional tasks in a scenario. Line can also lead to documents involved in the process flow.

Connects two tasks in a scenario process or a non-step event

Business Activity / Event: Identifies an action that either leads into or out of the scenario, or an outside Process that happens during the scenario

Does not correspond to a task step in the document

Unit Process: Identifies a task that is covered in a step-by-step manner in the scenario

Corresponds to a task step in the document

Process Reference: If the scenario references another scenario in total, put the scenario number and name here.

Corresponds to a task step in the document

Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario here

Corresponds to a task step in the document

Process Decision: Identifies a decision / branching point, signifying a choice to be made by the end user. Lines represent different choices emerging from different parts of the diamond.

Does not usually correspond to a task step in the document; Reflects a choice to be made after step execution

<F

unct

ion>

Page 12: Time Entry (564)

© 2011 SAP AG. All rights reserved. 12

© 2011 SAP AG. All rights reserved

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