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Agenda
1
General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
Course objectives
To learn:
To be able to:
Explain major functional areas of SAP R/3 Human Resources such as Personnel Administration Maintain employee data Execute Personnel Actions
Personnel Management
Recruitment
Compensation management
Organization Management
Performance Management
Time Management
Personal Development
Personnel Management
Recruitment
Compensation management
Organization Management
Performance Management
Time Management
Personal Development
O O O S O O S
Organizational Structure
Position
Job
Personnel Structure
Contractors Hourly Worker Monthly worker Executive Manager Senior Manager Retiree Student
S S
C P
Employee
External
Enterprise Structure
Company code
12 Gnrale de Banque GBEC GBZS SUDG
Gnral
Active
Expatriate
GFON
GBFI
GBET
GCOP
BXLG
Gnral
Personnel Area
Hourly Worker Monthly worker Inactive Executive Manager Senior Manager Student
SUDO
NRDF
BXLP
SUDE
Cantons Est
Personnel Subarea
What ?
There is a transaction code for each SAP-HR process:
personnel file display data maintain data maintain actions fast entry
Also in customising and development /N to erase old session transaction codes lead to the different activities: SPRO: Implementation guide SE11: ABAP dictionary SE38: ABAP development SM30: table maintenance ...
How to find ?
Whats the transaction code of this process?
Agenda
1
General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
10
Payroll Manager
Display HR master data and personnel file Display remuneration statement, payroll
Payroll Administrator
Maintains HR master Data Simulates payroll.
11
store data
used for internal and legal reporting
Goal: enable other HR related ERP components to use accurate, efficient and unique data within the whole organization
12
What?
Infotypes
Menu F4 Direct selection
When?
13
WHO?
Agenda
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14
General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
Infotype
15
WHAT?
IT0009 IT0001
DEUTSCHE MARK DEUTSCHE MARK
xxxxxxx xxxx
cheque
Bank Details
IT0007 IT0006
Addresses
Person X
IT0101
Tax Office
IT0002
Personal Data
Birth certificate
Fiscal Data
Subtype
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2 1
Subtype 2 Children
Subtype 1 Spouse
Object ID
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Subtype 2 Children
nr 02
Subtype 1 Spouse
nr 01
Screen parts
18
Maintain infotypes
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New records
20
l Actions (IT0000)
l Family Allowance A (IT0043) l Organizational Assignment (IT0001) l Company Pension Fund CH (IT0046)
l Personal Data (IT0002) l Addresses (IT0006) l Planned Working Time (IT0007) l Basic Pay (IT0008) l Date Specifications (IT0041) l Tax Data GB (IT0065) l Social Insurance B (IT0100) l Fiscal Data B (IT0101) l Code INSEE F (IT0217) l CBS NL (IT0408)
Excercise: infotypes
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Search for Arinso Employee XX (50 to 75) Display IT 0001 Create IT 0006 Create IT 0021 subtype 1 (start date 01/05/2005) Create IT 0021 subtype 2 (start date 01/05/2005) Copy IT0009 Change IT0006
Agenda
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22
General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
Validity period
23
WHEN?
24
25
4 : per subtype
Addresses infotype
Data historic
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=
Data historic
01/05/2000
01/11/2000
31/12/9999
$ 5000
Create
$ 5500
$ 5000
5500 $$ 5500
Example
Official address Infotype 0006
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Hiring
01.05.2004
01.05.2004 31.12.9999
01.08.2004 Moving
01.05.2004 31.07.2004 01.08.2004 31.12.9999
31.12.9999
Nr. 12 Brussel
Nr. 20 Brussel
Nr. 20 Brussel
Nr. 34 Leuven
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Create IT 0021 subtype 1 (start date: 01/07/2006) Create IT 0021 subtype 2 (start date: 01/07/2006)
What is the difference between these subtypes? What are the time constraints of these subtypes?
Agenda
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General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
Infotype Screens
30
Fast Entry
with proposal Recur. Payments/ Ded Additional Payments Fiscal Data D Child Allowance D
31
Hiring
Leaving
Career Interruption
Scenario's
Organizational Reassignment
Retirement
Family event
Early Retirement
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Administrative actions No change of your organizational assignment, but of other infotypes Ex. : change of your family situation, Stored in IT 0000 and IT 0302
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Hiring procedure
Personnel Actions Create action (Infotype 0000) Organizational Assignment
(Infotype 0001)
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Addresses
(Infotype 0006)
Basic Pay
(Infotype 0008)
Contracts
(Infotype 0016)
Personal Data
(Infotype 0002)
Infotype 0001
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Payroll Organization
Payroll area XX
Payroll area YY
Jan. 1
Feb. 1
Jan. 1
Feb. 1
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Incorrect personnel no. Payroll area Payroll status Released for payroll Released for corrections Exit payroll Check payroll results XX monthly
Simulation Release payroll Start Payroll Check Results Corrections Exit Payroll
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Monthly or weekly?
Additional date types Which payroll year, start and end of periods
Period parameter
and
Date modifier
and
Control record
SAP AG 2003
Organizational Key
40
SAP AG 2003
Administrator (1)
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Personnel Administrator: Monitoring of Tasks Payroll Administrator: Contact person on remuneration statements Authorization checks
Administrators
Reporting/ Evaluations Time Recording Administrator: Error lists in Time Management Automatic mail if changes are made to infotypes
SAP AG 2002
Administrator (2)
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Administrator Assignment
SAP AG 2002
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Hire 2 or more employees Start date: 01/03/2005 Personnel area: ARBE, ARNL, ARUK, ARUS, ARPL Employee group: 1 Employee subgroup: 01 - 05 Position: Use the position that you created yesterday or create a new one
Agenda
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44
General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
45
Transactions code
SPRO
SM31
46
With the implementation guide, you can access all tables and features to configure the HR system. You can maintain: Set up infotypes Infotypes menus Actions: - Infogroups - Reasons for actions - Action menu Dynamic actions Define infotype header Infotypes screen control
etc
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Transactions code
SPRO
SM31
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Table maintenance
With the Table maintenance screen, you can access all tables that you know to customise the HR system.
Agenda
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General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
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Lv W. Type Start
1010 01.01.79 01.01.92 01.01.79
End
Amount Curr.
Fields that are gray identify a unique table entry. There is only one table entry with specific key fields. If you overwrite the key field, the system creates a copy of the entry.
Position...
SAP AG 2002
An entry in a Customizing table consists of key fields and function fields. Key fields identify a specific unique entry, whereas function fields describe this entry. There is only one table entry with the same key fields.
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Help
New entries
Delimit
Grpg PS group
1 2 3 WW AT G01A
Lv W. Type Start
1010 01.01.79 01.01.92 01.01.79
End
31.12.9999 31.12.9999
Amount
7.750,00 4.000,00
31.12.9999 6.500,00
SAP AG 2002
To delete entries in Customizing tables, select the entries that you want to delete and then select Delete. You must save all the changes you make to Customizing tables
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SM30
New entries
Delimit
Var. List
Pay scale type Create: You receive an empty Pay scale area
input screen,in which you must enter both the key and the function fields.
Copy: Select an entry that is similar to the entry you want to create and overwrite at least one key field and possibly the function fields on the subsequent screen
Grpg PS group
1 2 3 WW AT G01A
Lv W. Type Start
1010 01.01.79 01.01.92 01.01.79
End
31.12.9999 31.12.9999
Amount
7.750,00 4.000,00
Curr.
31.12.9999 6.500,00
New Entries The system displays an empty input screen and you must enter key and function fields. Copy Select an entry that you want to copy and overwrite the entries in the key and, if necessary, the function fields on the subsequent screen
SAP AG 2002
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Grpg PS group
1 2 3 WW AT AT
Lv. WT
1010
If you want to make an entry invalid as of a certain date, choose Delimit and enter the delimitation date. The system automatically creates a new record, and you can overwrite the function Start dateEnd date Amount Curr. fields. 01.01.79 31.12.9999 6.500,00 In timedependent tables, the system displays the record currently valid. 01.01.92 31.12.9999 7.750,00 Use the Expand-Collapse function to 01.01.79 31.12.9999 4.000,00 display the other records.
Help
Position...
Entry 1 of 1
SAP AG 2003
Agenda
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General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
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F1
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F1
F9
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Table T582A
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example: IT0002
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Time constraint = A time constraint indicates whether more than one infotype record may be available at one time
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Only one record at a time + continuity not obligatory Multiple records possible + continuity not obligatory Only one record can exist from 01.01.1800 to 31.12.999; these infotypes may not be deleted (e.g. IT0003) see table V_582B
B =>
T=>
Z =>
Only for time infotypes; time constraint depends of timerelation class defined in table V_T554S_I (also see collision checks in V_T554Y)
(e.g. IT2001)
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63
Blank = modifying the infotype after leaving is authorized W = modifying the infotype after leaving is authorized + the system will give a warning E = modifying the infotype after leaving is not authorized
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Subtype obligatory
= If the layout of an infotype screen depends on the subtype, you must enter the subtype when creating a new record.
Subtype table
= table with subtypes of an infotype Table V_T591A
Indicator Objid = define if multiple records of a subtype can exist at the same time ex. IT0021 Subtype Chiild
Subtype field
= name of the field of the subtype in the structure of the PA-infotype (see trans
SE11 struct. PSxxxx)
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Select w/start
= most 3: record valid on input date of selection screen
Select w/end
= always 5: record(s) with valid data in the selected period
= These values of the fields define the way the records are displayed for input for begin and enddate.
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2 3
startdate of actual organizational definition (vb. IT0100, IT0101, IT0105) CPU datum = date of today (vb. IT0017)
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2 3
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69
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Retr.acct.payr.
When you make entries in the payroll past, the Earliest Change in Master Data Since Last Payroll field is set in the Payroll Status infotype (0003).
blank R T
= Infotype is not relevant to retroactive accounting, = Change triggers retroactive accounting, = Retroactive accounting is field dependent according to T588G.
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Table V_T588G
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Retr.acct PDC
Define if the infotype at recalculationis relevant for time management
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E = Entries in the payroll past are not permitted. If payroll has has never been run for the employee in question, the entries are permitted. I = Whether or not entries in the payroll past are permitted depends on which infotype is being processed. This entry is only suitable for certain infotypes. If used in other infotypes, the system does not perform a check.
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procedures Personal Data Planned Working Time Insurance Organizational Assignment Other/Previous Employers
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IT0003 IT0014 IT0002 IT0100 IT0022 IT0021 IT0101 IT0023 IT2001 IT0001
Payroll status Recur. Payments/Deds. Personal Data Social Insurance B Education Family/Related Person Fiscal Data B Other/Previous Employers Absences Organizational Assignment
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Only one record or no record at the same time The field car regulation is payroll relevant when we modify it When displaying an overview only show the selected period
Agenda
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General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
78
Hiring
Leaving
Scenario's
Retirement Family event
Early Retirement
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80
81
IGMOD
T588D
T529A T530
T588B
82
83
Here we define the sequence of infotypes (and subtypes) for an infogroup. Table V_T588D
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DEL INS
LIS9
MOD INSS
85
Feature IGMOD
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Feature IGMOD
87
88
89
= 01 = Hiring =1
1 First hiring; 7 Transfer from recruitment; 0 Other
= blank
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=3 = blank = blank
MSN20 leave; MSN21 rehiring; ...
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92
Use procedure ZA to ZZ
Use infogroup ZA to ZZ
Use action menu 01, reference usergroup 00 and line number XX
Agenda
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General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
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In certain cases, this operation will be executed in background. (invisible for the user)
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96
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Dynamic actions
Table T588Z
98
99
2
3
STy
Field n
4
5 6 7
FC
No S
Mandatory function applied on infotype from which the dynamic measure is activated
Sequential number permitting to read the data in a certain order Optional step indicator
100
I W V
F M
Comment
Which dynamic action is executed when you create (or copy) a record of IT 0016 with a probation period? On which lines can you find the code in table T588Z? Explain what the code does.
102
5
Sub-objects Decision tree Attributes Documentation
4 4 5
01 02 10
PERSG
Employee group
Active 02
5
5
Change
Display
01
SAP AG 2002
103
Features: Initial Screen (Transaction PE03) Administration data of a feature, including the structure (fields that can ABKRS Feature ABKRS Default values for be queried in the Payroll area decision tree) and country assignment Create Sub-objects Decision tree Attributes Documentation Display Change Query data structure to determine return values. You can maintain them using l Table maintenance or l Tree maintenance
104
Features ABKRS
Maintaining Features (3)
Feature ABKRS
Feature Edit Goto Utilities View System Help
105
ABKRS ABKRS
Status: active
MOLGA
01 Germany
1 Active
PERSK
Employee subgroup
4 4 4 4 4
SAP AG 2003
DE Trainee - industrial DF Trainee - commercial DI Hourly wage earners 20 DN Monthly wage earners DS Senior staff DT Non-PS employees DU Salaried employees 20
Return code
Feature PINCH
2) Default for Administrator Groups
PINCH PINCH TCLAS Administrator group Transaction class for data storage Applicant data APPL Status: active
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otherwise ****
Name of administrator Joanne Henderson Edward Carter Robert Bell Chris Appleman Nicola Davenport
Feature NUMKR
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Decision tree
Intervals
Feature NUMKR
No.
01 02
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User exits
Process before output Defaulting Messages Process after input Verification of entered data: messages, corrections Defaulting
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Overview Transactions
Transactions PA10: Personnel file PA20: Display data PA30: Maintain data PA40: Personnel actions PA70: Fast entry data PE03: HR: Features SE11: ABAP Dictionary SM31: SAP Customizing Implementation Guide SPRO: Implementation Guide
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Agenda
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111
General concepts Infotypes and subtypes Time constraints and validity periods Data maintenance procedures and actions
11 12 13
Personnel actions
112
113
115
116
118
119
Exercise: LSMW
120
Create an LSMW for IT 0023 (Other / Previous Employers) Create the LSMW object IT0023_XX under Project AR_TR, Subproject AR_TR_PA. Configure this LSMW project. Look at the previous slides for guidance. Try to create a recording IT0023_XX for transaction PA30 (or simply copy the existing recording IT0023). Adapt the file IT0023_UPLOAD.txt for your personnel number(s). Enter multiple previous employers. Import and convert your data, create and run a batch input session Check IT 0023 for your employee(s)
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Thank you for your attention and Enjoy working for ARINSO ! !