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BSNL
28/07/2010
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HCM COURSE 1
Table of Contents
I.
SAP Basics
A.
B.
Log On Window................................................................................................... 5
C. Logging on to System............................................................................................. 6
D. Access further links................................................................................................ 6
E.
F.
A.
10
Key Definitions..................................................................................................... 11
i.
Infotypes:............................................................................................................ 11
ii.
Subtypes:............................................................................................................ 11
iii.
Personnel Action:................................................................................................. 11
iv.
Infogroup:........................................................................................................ 12
v.
Transaction Code................................................................................................. 12
vi.
Personnel File:.................................................................................................. 12
B.
C. IMPT. PA Infotypes................................................................................................ 13
D. Creation of Master Data....................................................................................... 14
E.
F.
ii.
iii.
iv.
v.
vi.
vii.
viii.
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III.
IV.
ix.
x.
xi.
xii.
xiii.
xiv.
xv.
xvi.
xvii.
xviii.
xix.
xx.
xxi.
xxii.
xxiii.
xxiv.
xxv.
xxvi.
Appointment Process 43
Generating Appointment Letter
62
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I.
SAP Basics
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A.
B.
Log On Window
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C.
Logging on to System.....
The asterisks in the password box cannot be deleted just overwrite in the box.
D.
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E.
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F.
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G.
i.
ii.
F1 Help
F4 Help
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II.
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A.
Key Definitions
i. Infotypes:
Infotypes are used to group related data fields together. They provide information
with a structure, facilitate data entry, and enable you to store data for specific periods. Infotypes are
identified by a four digit code followed by IT (acronym for INFOTYPE).
Example: IT0002 is the Personal Data infotype used for storing personal details of an employee
Example: Infotype for Address IT0021 has different subtypes for different Family/Related Person
that can be stored.
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v. Transaction Code: A transaction code (T Code) is a command that tells the system location of
a task. Each SAP screen has a unique transaction code. A transaction code may contain only letters
such as SPRO or a combination of letters and numbers such as PA30
Example: T Code for Display of Personnel Data-PA20
vi. Personnel File: All the infotypes maintained for an employee can be viewed in a Personnel File
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B.
C.
Applicalibilty
Execute a Personnel Action:Eg Hiring
Maintain Master Data: Eg Update Telephone # of Employee in IT
0105
Display Master Data: Eg Display the shift of an employee in
IT0007
Display Personnel File of Employee
Change Hiring/Leaving Date of Employee
Displaying/Maintaining tables
Executing Reports
IMPT. PA Infotypes
Every Infotype has a start date and end date which specifies the validity of the data
By default at the time of Hiring the start date is taken as the date of Hiring for Infotypes created
then. Any change in start date if required can be however be made. The end date is taken as
31.12.999 and when details are changed the data is delimited and the end date of previous or old
record is set to one day before the start of validity of new record.
INFOTYPE INFOTYPE Text
0000
0001
0002
0004
0006
0007
0008
0009
0016
0017
0019
0021
0022
0023
0025
0028
0041
0077
0105
0185
Actions
Organizational Assignment
Personal Data
Challenge
Address
Planned Working Time
Basic Pay
Bank Details
Contract Elements
Travel Privileges
Monitoring of Tasks
Family Member/Dependents
Education
Previous Employers
Appraisal
Internal Medical Service
Date specifications
Additional Personal Data
Communication
Personal IDs
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0219
0591
0703
0743
0906
9000
D.
External Organizations
Nominations
Documents on Dependants
Discipline
HR Letters
Transfer Order
Master Data can be maintained using T Code PA40 through execution of Personnel Actions
button or press F8
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E.
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F.
You can change existing infotype records and create new infotype records for employees. The SAP
system uses this data to create a history of all the changes and developments pertaining to an
employee during the period that the employee works at a company.
Create infotype record
The Create function allows you to enter new data. A new record is created while retaining the old
record. The infotype history is generated by defining the validity periods.
Change infotype record
The Change function enables you to correct an existing infotype record without creating a new one.
You overwrite the old one. When an infotype record is changed, its history is not updated.
Delete infotype record
The Delete function enables you to delete existing infotype records from the database. If you delete
infotype records with time constraint 1, the previous record is automatically extended. An infotype
history is created using the definition of the validity period.
Copy an infotype record
The Copy function also creates new infotype records. It also updates the infotype history. Unlike the
Create function, you do not enter data on an empty screen, but on a screen containing the current
data. You can then overwrite these values.
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G.
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H.
INFOTYPE SCREENS
i.
Select
the
Reason
for Action
Employee life cycle events; provides an overview of employee history. Infotypes are
grouped based on events that occur in an employees lifecycle, such as New Hire,
Separation, Promotion, Leaves of Absence, and so forth.
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ii.
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Enter the
Personnel
Subarea to which
Employee
Enter the Payroll
Area to which
employee
belongs
This infotype contains detailed information about an employees position in the organization,
including the position number, personnel area, personnel subarea, business area, payroll area,
employee group and employee subgroup. Organizational Infotype IT0001 stores data that
incorporates
employee
into
theEmployee
organizational
anddown
personnel
structure. Stores data
Enter thethe
Work
Area of
the
fromstructure
the drop
maintained
about the organizational unit to which the employee belongs, including the position assigned to the
employee and the job from which the position was created.
iii.
In the Personal Data infotype (0002), you enter the employees name and birth data. You can add
information on his or her marital status and religion, if necessary
Mention the
Gender,
Information on the mother tongue and any identification marks may also be updated in IT0002
MentionDate
the
ofMother
Birth,
Birthplace,
Mention
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Tongue the
and
Marital
Status,
Title,
Last
Identification
Religion
,
name
marksand
Nationality
First name
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iv.
v.
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Maintain the
start date of
the infotype
Select the
Challenge
group, degree
of challenge
and type of
Callenge from
drop down list
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vi.
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The address details of the employee are maintained in this Infotype.IT has various subtypes as
mentioned above.
The various addresses maintained in the sytem at different times can be viewed by clicking on the
overview button
vii.
Select the
relevant Time
Management
Status from the
drop down list
The Working
Time Details are
maintained in
this section
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The planned Working Time Infotype stores the work schedule rule for employees. Details of this
infotype are created in Time Management and include the employees position, hours per day,
weekly hours, and yearly hours.
viii.
The different
wage types
under which
payment is
to be made
to employee
is maintained
here
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Pay information based on the employees position, such as annual salary, monthly salary, and
hourly pay.
ix . Create Travel Privileges
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ix.
30 DAYS
60 DAYS
1 MONTH
2 MONTH
i.
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Monitoring of Tasks (also referred to as date reminder) Infotype is used to record Dates associated
with specific requirements or activities.
There are various subtypes as below:
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ii.
Maintain
details of
Family
Member likeInformation about the employees family members is stored in this infotype. This will be used in the
Benefits Module for designation of dependents andName,
or beneficiaries.
Gender,
The various subtypes are ass below:
DOB,
Spouse
Child
Legal dependent
Testator
Guardian
Stepchild
Related persons
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iii.
Educational establishments that an employee has attended, including dates of attendance and level
completed; also contains certificates that are not required for a position
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iv.
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Details of
criteria on
which
appraisal is
done are
maintained in
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v.
Maintain details on
Examination result
like examination
result, Diagnosis,
Examination date
etc.
Details of the
examination
conducted are
maintained in this
section.
In the infotype Internal Medical Service (0028) you can enter the results and data referring to an
employees medical examination.
The internal medical service has been divided into different examination types. A subtype is used for
each examination type. The standard SAP system contains the following examination types:
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vi.
Important date
specifications
are maintained
in this section
You can record the following information in the Date Specifications infotype (0041): The Date type
specifies the type of information.
A concrete Date type (specified by the user) is used in a series of reports, for example to evaluate
an entry date that cannot be derived from the organizational assignment history but which is stored
in the infotype Date Specifications (0041).
This infotype can be used in payroll as well as for the leave program.
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vii.
Additional Personal
Details like Ethnic
Origin and Military
Status can be
maintained here if
Infotype 0077, Additional Personal Data, stores personal information that is not stored in the other
master data infotypes.
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This infotype contains information that is confidential, and should only be accessed by a select few
employees
The field for ethnic origin is required. It is used mostly for EEO regulatory reporting that is required
by the government The field Military Status stores the military information of the employee.
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viii.
Maintain Communication
details of the employee like
System user ID , E-mail Id
Mobile No. etc.
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Identification regarding the various forms of employee communication is maintained in the infotype.
Employees communication IDs are stored in the infotype Communication (0105).
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ix.
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Important details
regarding the IDs of
the employee is
maintained here like
PAN No.,Gratuity ID
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DOT
Other PSU
Others
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x.
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Details of the
nominees for
different
benefits is
maintained
here in case of
employees
death
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xi.
xii.
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xiii.
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This Infotype is used to generate the HR letter. HR Letters can be generated for various actions by
selecting the appropriate subtype and by specifying the start date and end date. It is also required
to mention the authorized signatory.
SubType:
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xiv.
The Ref Transfer Order No will be automatically populated here. This value comes from the value
we created as Ref Transfer Order No through Transaction Code ZHR_BULK_TRANS.
The Transfer From and Transfer To fields also get populated from the values that were created through
the T.Code ZHR_BULK_TRANS. Transfer to and Transfer from will automatically be populated from
the ZHR_BULK_TRANS. Transfer to can be edited.
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III.
Appointment Process
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a)
Log into the system using your SAP User ID and Password.
b)
In the SAP Easy Access screen in the Command Task enter PA40and press Enter.
c)
d)
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Specify the date of Appointment in Start field and choose Reason for Action from the drop
down list (Press F4).
Define Personnel area, Employee group and Employee subgroup.
Click on to save
System will automatically generate Personnel Number.
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e)
Maintain all the required personal details of the employee viz. First name. Last name,
Gender, Date of Birth etc.
f)
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Specify Start date, Personal subarea, Work Area and press Enter.
Click on to save
g)
The following sceen would appear for assigning organisational assignment.
Specify Cadre Type, Cadre, Parent Circle, Parent SSA, Immediate Senior, Year of entry in
Grade and Mode of Entry.
If the person is senior most in the cadre then option of immediate senior will not be
available.
Click on to save
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i)
j)
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Specify Data and Work schedule rule. The work schedule rule determines which period
work schedule (The period work schedule defines an employee's working hours for a
specific period) is used to set up the work schedule, and the day of the period as of which it
applies.
If the Employment is Part-time then tick on to Part-time employee check box or else leave it
bank.
Click on to save
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l)
This Infotype is used to maintain details related to travel privileges for a particular
employee.
Following details can be entered:
RGrp M/A Statutory: Identifies a reimbursement group for meals/accommodations for which the
same statutory or pay scale trip provisions for meals and accommodations are valid.
RGrp M/A Enterprise: Identifies a reimbursement group for meals/accommodations for which the
same enterprise-specific trip provisions for meals and accommodations are valid.
EE Grp Expense Type: An employee grouping for trip expense type is a classification of
employees for whom these trip expense types are permissible.
EE Group Travel Mgt: An employee grouping for Business Trip Management is a classification of
employees designed to fulfill the purposes of Business Trip Management.
Other details like A reimbursement group is a grouping of employees for which the same trip
provisions apply, vehicle Type, Vehicle Class, Company Code, Business Area, Cost center, Funds
Center, Funds, Grants and Functional Area.
Click on to save
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m)
This Infotype is required to maintain Probation period and Notice period details.
Click on to save
n)
HCM COURSE 1
Click on to save
o)
It can also be specified if the family member/ dependent is eligible for Medical, Eligible for
LTC.
Certain fields like for e.g. Spouse Working etc would be available based on the sub type
selected.
Enter the data in required field.
Click on to save
p)
A List of subtype for Infotype 0022(Education) will appear.
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q) The following screen for the Infotype 0023(Create other/Previous Employers) will
appear.
Maintain the information of the previous Company where Employee has worked with the
tenure of employment (if any).
Click on to save
r)
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The following screen for the Infotype 0041(Change date specification) will appear.
t)
The following screen for the Infotype 0077(Additional Personal Data) will appear.
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Specify whether employee comes under General/OBC cream layer/OBC non cream
layer/SC/ST.
Click on to save
u)
Screen for Infotype 0105(Communication) will appear. You can maintain various
communication details like Mobile No., E-mail id etc. Can be maintained.
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Screen for Infotype 0185(Personal IDs) will appear. Various ID details like PAN No. etc can
be maintained using this infotype.
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Specify the ID No.
Click on to save
w) A list of the subtypes for nomination will appear. Nomination for various benefit scheme
can be maintained in this infotype.
Click on to the required subtype.
Click on to save
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X) Screen for Infotype 0374 (General Eligibility) will appear.
Select Eligibility Type Field and press F4, A list for subtypes of General Eligibility (0374) will
appear.
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Click on save.
Scroll down and check it the reference order no. has been generated.
The Appointment action is complete.
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a) On the SAP Easy Access screen, enter Transaction Code: ZPA19_BULK_APP and press enter
Appointment period: Enter the same period for which the appointment action was run.
As soon as enter is pressed,
In the drop down of Ref. Order No that reference no. which was generated when HR Letter
infotype was maintained will appear.
In the format drop down select the format of letter.
Click on PREVIEW. The following screen would appear:
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Here we specify the name of the person to who all copy would be sent. Click on OK
The following screen would appear:
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option would be