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HCM COURSE 1

BSNL

USER MANUAL: APPOINMENT


Version:
1.0

28/07/2010

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HCM COURSE 1
Table of Contents
I.

SAP Basics

A.

SAP Icon on Monitor............................................................................................ 5

B.

Log On Window................................................................................................... 5

C. Logging on to System............................................................................................. 6
D. Access further links................................................................................................ 6
E.

Layout of SAP Easy Access Screen.........................................................................7

F.

Menu Bar on SAP Window................................................................................... 8

G. Field Help: F1 and F4.............................................................................................. 9


II.

SAP HCM Basics

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.

IMPT. PA Transaction Codes.................................................................................. 13

C. IMPT. PA Infotypes................................................................................................ 13
D. Creation of Master Data....................................................................................... 14
E.

Maintenance of Master Data................................................................................ 15

F.

Processing HR Master Data.................................................................................. 16

G. Display of Master Data......................................................................................... 17


H. INFOTYPE SCREENS.............................................................................................. 18
i.

Actions Infotype (IT0000)....................................................................................... 18

ii.

Organizational Assignment Infotype(IT0001)............................................................19

iii.

Personal Data Infotype(IT0002).............................................................................. 20

iv.

Challenge Infotype (IT0004)................................................................................21

v.

Address Infotype (IT0006)..................................................................................... 22

vi.

Planned Working Time (IT0007)..........................................................................23

vii.

Basic Pay Infotype (IT0008)................................................................................24

viii.

Bank Details Infotype (IT0009)............................................................................ 25

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III.
IV.

ix.

Contract Elements Infotype (IT0016)....................................................................26

x.

Travel Privileges (IT0017)...................................................................................... 27

xi.

Monitoring of Tasks Infotype (IT0019)...................................................................28

xii.

Family Member/Dependents (IT0021)..................................................................29

xiii.

Education Infotype (IT0022)................................................................................30

xiv.

Other/Previous Employers Infotype (IT0023).........................................................31

xv.

Appraisal Infotype (IT0025)................................................................................. 32

xvi.

Internal Medical Service (IT0028)........................................................................33

xvii.

Date Specifications (IT0041)............................................................................... 34

xviii.

Additional Personal Data Infotype (IT0077)...........................................................35

xix.

Communication Infotype (IT0105)........................................................................36

xx.

Personal IDs Infotype (IT0185)............................................................................37

xxi.

External Organizations Infotype (IT0219)..............................................................38

xxii.

Nominations Infotype (IT0291)............................................................................ 39

xxiii.

Documents on Dependents (IT0703)....................................................................39

xxiv.

Discipline Infotype (IT0743)............................................................................. 40

xxv.

HR Letters Infotype (IT0906)............................................................................... 41

xxvi.

Transfer Order Infotype (IT9000)......................................................................42

Appointment Process 43
Generating Appointment Letter

62

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I.

SAP Basics

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A.

SAP Icon on Monitor.

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.

Access further links.....

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E.

Layout of SAP Easy Access Screen

Messages appear in the status bar.

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F.

Menu Bar on SAP Window

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G.

i.

ii.

Field Help: F1 and F4.....

F1 Help

The F1 key to display an explanation of fields, menus, function and messages.

The F1 help also displays technical information on the relevant field.

F4 Help

The F4 key to display possible input values.

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II.

SAP HCM Basics

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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

ii. Subtypes: Subtypes are subdivisions or special variants of infotypes.

Example: Infotype for Address IT0021 has different subtypes for different Family/Related Person
that can be stored.

iii. Personnel Action:

Any activity carried out on an employee (personnel) such as - hiring,


promotion, change of pay, termination etc is called a Personnel Action. In SAP, each action is
performed as a combination of edits to several individual infotypes. The transaction for executing
Personnel Actions is PA40.

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Example: Hiring, Promotion

iv. Infogroup: The sequence of infotypes associated with Personnel Action

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.

IMPT. PA Transaction Codes


T. Code
PA40
PA30
PA20
PA10
PA41
SM30
SE38

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

Creation of Master Data for newly appointed person

Master Data can be maintained using T Code PA40 through execution of Personnel Actions

Enter the Date from which


the appointment is to be
done

Select the Personnel


Action Appointment

Specify the date on which the appointment Action is to be executed


Select the Personnel Action appointment
Press Execute

button or press F8

Update the sequence of infotypes that appear

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E.

Maintenance of Master Data

Master Data can be maintained using T Code PA30.

Enter the Personnel No. of


Employee whose master
data is to be maintained

Select the relevant period


for which data needs to be
Created/maintained/Displa
yed
Enter the four digits
Infotype that needs to be
maintained
Enter the Subtype if
required
The below mentioned OPERATIONS can be performed while maintaining master data by clicking
on the relevant icon:
Create a new create
Change an existing record
Display an existing record
Copy an existing record
Delimit an existing record
Delete an existing record

Display an overview of all information maintained

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F.

Processing HR Master Data

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.

Display of Master Data

Master Data can be maintained using T Code PA20.

Enter the Personnel No. of


Employee whose master
data is to be displayed

Select the relevant period


for which data needs to be
displayed
Enter the four digits
Infotype that needs to be
displayed
Enter the Subtype if
required
The below mentioned OPERATIONS can be performed while maintaining master data by clicking
on the relevant icon:
Display an existing record
Display an overview of all information maintained

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H.

INFOTYPE SCREENS

i.

Actions Infotype (IT0000)

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.

Organizational Assignment Infotype(IT0001)

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Enter the start


date

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.

Personal Data Infotype(IT0002)

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

HCM COURSE 1
iv.

Create Cadre detail

v.

Challenge Infotype (IT0004)

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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

This infotype is used if an employee is physically challenged.

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vi.

Address Infotype (IT0006)

Maintain the start date


of the relevant subtype
of address

Maintain the address details


of the Employee after
selecting the relevant
subtype of the address.

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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.

Planned Working Time (IT0007)

Maintain the start


date of the
Infotype

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.

Basic Pay Infotype (IT0008)

The Pay scale


details of the
employee is
maintained
here

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.

Contract Elements Infotype (IT0016)


Probation
Appointment
Probation Promotion
Probation Extension
Days
Weeks
Months
Years

30 DAYS
60 DAYS
1 MONTH
2 MONTH

i.

Monitoring of Tasks Infotype (IT0019)

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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:

Select the Task Type and


mention the Date of
Task
E.G: Expiry of Probation
Maintain details
regarding reminder date
and follow up time for
Task

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ii.

Family Member/Dependents (IT0021)

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.

Education Infotype (IT0022)

Update details regarding


Education of Employee by
selecting the relevant
education type.
Update details like
Educational Establishment,
Institute Location, duration
of course, final grade etc

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.

Other/Previous Employers Infotype (IT0023)

Update details of previous


employer of employee.
Details like Employer, City,
Industry, Job and type of
contract the employee had
a maintained here.

This infotype enables you to record an individuals employment history.

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Employees performance appraisals are stored in the Appraisals (0025) infotype


Appraisal: In the Appraisal field, enter the points value for each appraisal criterion
Appraisal Attributes: Enter the appraisers name here and the date of the appraisal. In addition,
you can indicate whether the performance appraisal should affect the relevant employees salary
and whether the employee has been notified of the appraisal.

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Details of
criteria on
which
appraisal is
done are
maintained in

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v.

Internal Medical Service (IT0028)

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:

Subtype 0001: General data

Subtype 0002: Habits

Subtype 0003: Dermatological examination

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Subtype 0004: Reproductive organs and urinalysis

vi.

Date Specifications (IT0041)

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 Data Infotype (IT0077)

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.

Communication Infotype (IT0105)

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.

Personal IDs Infotype (IT0185)

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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

Details regarding External


Organization in case of
In the infotype External organization (Infotype 0219) you enter the details
of an external
Deputation
Out are
organization. This infotype is used for recording details of the External Organization while executing
maintained here like
Deputation Out Process.
Organization Type
(DOT/Other PSU/Others) and
Every record must have a validity period.
organization name is
Each record is identified by an organization type and an organization description. These are read by
the plans which have these organizations allocated as beneficiaries.
The address details of the
External Organization are
maintained here to which an
employee is going through
Deputation-out Process
The End date of Deputation
and three further
extensions along with the
relevant dates are
maintained in this section

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x.

Nominations Infotype (IT0291)

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Details of the
nominees for
different
benefits is
maintained
here in case of
employees
death

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xi.

Documents on Dependents (IT0703)

xii.

Discipline Infotype (IT0743)

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Details regarding the


Offences committed and
the Disciplinary action
taken against the
Employee is maintained
here

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xiii.

HR Letters Infotype (IT0906)

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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.

Transfer Order Infotype (IT9000)

This Infotype is used to carry out the Transfer Order

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)

Following Screen appears.

Select Appointment from Personnel Actions list.


Click on Execute

d)

Screen for Infotype 0000(Action) will appear.

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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)

Screen for Infotype 0002(Personal Data) will appear.

Maintain all the required personal details of the employee viz. First name. Last name,
Gender, Date of Birth etc.
f)

Screen for Infotype 0001(Create Organizational Assignment) will appear.

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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.

Here the position assignment, or organisation unit assignment or No assignment can be


specified. After entering the details click on Continue
, or if you dont want to
maintain this assignment click on Cancle assignment
h)

Screen for Infotype 9007 (Create Seniority Details) will appear.

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)

Screen for Infotype 0004 (Challenge) will appear.

Maintain the challenge data and Click on Save


Record

j)

A List of subtype for Address will appear.

Click on to the required type and press Enter.


Screen for Infotype 0006(Address) will appear.

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if required or else click on to Next

HCM COURSE 1

Maintain the required field


Click on to save
k)

Screen for Infotype 0007(Planned working Time) will appear.

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)

Screen for Infotype 0017(Travel Privilege) will appear.

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)

Screen for Infotype 0016(Contract Elements) will appear.

This Infotype is required to maintain Probation period and Notice period details.
Click on to save
n)

Screen for Infotype 0019(Monitoring of Task) will appear.

Tasks are subdivided by subject matter.


Enter the date on which the task occurs in Date of Task field.
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Click on to save
o)

List of subtype for Infotype 0021(Family member/dependents) will appear.

Click on to the required subtype and press Enter.


Following screen will appear.

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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Click on to the required subtype and press Enter.


Following screen will appear.

In this Infotype employees education details are stored.


Define the Start and Completion date of the particular education in Start field.
Click on to save

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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)

A List of subtype for Infotype 0022(Education) will appear.

Click on to the required subtype and press Enter.


The following screen for the Infotype 0028(Internal Medical Service) will appear.

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All the information regarding Medical Examinations of the Employee is stored.


Enter the date on which the medical examination took place in Examination date field.
Maintain the record in the required field.
Click on to save
s)

The following screen for the Infotype 0041(Change date specification) will appear.

Changes in particular dates will be stored in this Infotype.


Dates for Appointment and Absorption will be reflected in this Infotype.
Click on to save

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)

Select the type of communication from the list.

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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Fill in the ID/number.


Click on to save
v)

Select the type of IDs from the list.

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.

The following screen will appear.

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.

Select Document checklist(Appointment) and click on create


Following screen will appear.

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Tick on the required check box and Click on Execute


XI) The following screen for HR letters would appear: This infotype is used to generate
reference no. which would be used to generate letter. Over here we use it for generating
appointment letter.
It is required that Authorized Signatory is maintained.

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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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IV. Generating Appointment Letter

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a) On the SAP Easy Access screen, enter Transaction Code: ZPA19_BULK_APP and press enter

b) The following screen would appear:

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:

Output Device and Frontend Printer details should be provided.


Click on Print Preview.
The following letter preview would appear:

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Click on back and the print and reprint


activated. Click on Print to take the print out of the letter.

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option would be

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