CATS ConfiguratorTool

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CATS Configuration Assistant EMPLOYEE GENERAL SETTINGS 1 .- No 2 .- Yes 3 .- Yes 4 .- Yes 5 .- Yes 6 .- Should rejected records be highlighted? Yes 7 .- Yes 8 .- Yes 9 .- Yes 10 .- Yes 11 .- Can data entered for future dates be released? Yes 12 .- Should the data be released on saving? Yes 13 .- Is approval required? Yes 14 .- Will the user be allowed to edit approved times? No 15 .- No 16 .- Yes 17 .- TIME SETTINGS 17 .- What data entry period will the profile use? Weekly 18 .- What day of the week should be displayed first? Monday 19 .- 1 20 .- How many screens can the user scroll back? 8 21 .- How many screens can the user scroll forward? 8 Profile 1 Employee Profile Will the user be allowed to make nonessential setting changes to the profile? Will this profile display the employees' daily work schedule? Will this profile display a row with a sum of all the hours entered for each day? Will this profile display clock-in and clock-out Should unpaid breaks be taken into account when calculating the total number of hours? Should fields containing additional information (e.g. short and/or long text) be highlighted? Should users be allowed to enter times on non- working days? Should weekdays (Mo, Tu, We, etc.) be displayed in addition to dates? Should the system skip the CATS selection Will data be transferred directly to HR upon Will the user be recording objects other than You may specify a trip schema if your users will be jumping from CATS to the Travel Management Module. The initial entry screen should display ___ periods back in relation to today's date.

Transcript of CATS ConfiguratorTool

Page 1: CATS ConfiguratorTool

CATS Configuration Assistant

EMPLOYEE

GENERAL SETTINGS1 .- No

2 .- Will this profile display the employees' daily work schedule? Yes

3 .- Yes

4 .- Will this profile display clock-in and clock-out times? Yes

5 .- Yes

6 .- Should rejected records be highlighted? Yes

7 .- Yes

8 .- Yes

9 .- Yes

10 .- Should the system skip the CATS selection screen? Yes

11 .- Can data entered for future dates be released? Yes12 .- Should the data be released on saving? Yes13 .- Is approval required? Yes

14 .- Will the user be allowed to edit approved times? No

15 .- Will data be transferred directly to HR upon save? No

16 .- Yes17 .-

TIME SETTINGS17 .- What data entry period will the profile use? Weekly18 .- What day of the week should be displayed first? Monday

19 .- 1

20 .- How many screens can the user scroll back? 821 .- How many screens can the user scroll forward? 8

PERSON SELECTION22 .- Single

Profile 1

Employee Profile

Will the user be allowed to make nonessential setting changes to the profile?

Will this profile display a row with a sum of all the hours entered for each day?

Should unpaid breaks be taken into account when calculating the total number of hours?

Should fields containing additional information (e.g. short and/or long text) be highlighted?

Should users be allowed to enter times on non-working days?

Should weekdays (Mo, Tu, We, etc.) be displayed in addition to dates?

Will the user be recording objects other than hours (e.g. miles)You may specify a trip schema if your users will be jumping from CATS to the Travel Management Module.

The initial entry screen should display ___ periods back in relation to today's date.

Will this profile be used for entering data for a single or multiple employees at a time?

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23 .- Open

24 .-

25 .-

ACCOUNTING VARIANT26 .- Which accounting scenario would you like to use? Scenario #2

#1

#2

#3

#4

27 .- No

DEFAULT VALUES28 .- Should the profile default the employee's controlling area? Yes

29 .-

0001

30 .- No

31 .- No

32 .- No

33 .- Do you wish to default an Attendance Type or a Wage Type Attendance

34 .- Specify the Attendance/Absence or Wage type number 0800

35 .- No

WORK LISTNOTE: If you are not using a work list you can skip this section

Will the 'Personnel Number' field in the CATS Initial Entry screen be open for entry or should the profile provide a list of employees?

If you have chosen List in Q23, the Employee selection can be done either by: (a) Time Administrator, (b) Organizational Unit, (c) Cost Center, or (d) report.

Enter the name of your report here ONLY if you wish to use your own program to build the list. Otherwise, the list will be built using SAP's standard report.

Send all charges go against Master CCtr. This is the same variant used by the system prior to release 4.6a.

Transfer all data to HR and calculate Personnel costs using payroll. Charge costs to the Receiver object. Do not trigger an Activity Allocation.

Transfer all data to HR and calculate Personnel costs using payroll. Charge costs to the Sender object. Then, trigger an Activity allocation between the Sender and the Receiver objects.

Transfer all data to HR and calculate Personnel costs using payroll. Charge costs to the employee's master cost center. Then trigger an activity allocation between the Master Cost center and the Sender object and then a second activity allocation between the Sender and the Receiver objects.

For scenarios #3 and 4: would you like to document the link between the cost assignment and the activity allocations in Controlling?

If the profile is to default the Receiver Cost Center, should it be the emploee's home CCtr. (from Infotype 0001) or an alternate CCtr. (Infotype 0315)?

Should the profile default the Activity Type set for the employee in Infotype 0315?

Should the profile default the Purchase Order set for the employee in Infotype 0315?

Should the profile default the Service Master set for the employee in Infotype 0315?

Should the profile default the Sender Business Process set for the employee in Infotype 0315?

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36 .-

37 .-

38 .-

39 .-

40 .-

41 .-

42 .-

GENERAL DATA ENTRY CHECKS43 .- Error message

44 .- Error message

45 .- No

46 .-

47 .- Error message

48 .-

49 .- Warning

50 .-

51 .- No

DATA ENTRY CHECKS FOR USERS OF HR51 .- Warning

52 .- Warning

AUTHORIZATIONS53 .- 0001

PRINT ENTRY SHEET DATA

Should the worklist contain a list of previously charged objects for the employee? If yes, please specify the maximum number of days in process for the object.

Should Resource Planning data be contained in the work list?

Should operations and sub-operations, or activity elements which are assigned to the user via the work center, be displayed in the work list?

Should data from the Pool of Confirmations be contained in the work list?

Should the values conatined in the work list be determined via user exit/enhancement CATS0001?

Should the user be allowed to copy hours from the work list into the entry list?

Should the hours displayed in the Worklist be distributed on workdays only?

What type of message should the profile use when clock-in/out times between two records collide?

What type of message should the profile use if the user attempts to enter more than 24 hours in one day?

Do you wish to subtract Attendances/Absences entered in the HR module from the time type displayed in CATS?

What is the minimun percentage by which the entered hours may fall below target hours? (Enter in format ##)

% %

What type of message should the profile use if the target hours fall below the minimum percentage variation specified above?

What is the maximum percentage by which the entered hours may exceed target hours? (Enter in format ##)

% %

What type of message should the profile use if the target hours exceed the maximum percentage variation specified above?

Specify a technical time type if you wish to overwrite the daily work schedule displayed on the screen with a technical time type (Enter in format ####).

Should the system add overtime hours specified in Infotype 2005 to the number of planned hours?

What type of message should the profile use when conflicts occur with available absence/ attendance quotas in the HR module?

What type of message should the profile use whenever CATS records collide with HR records?

What authorizations number will you use for this profile? (Enter in format ####)

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54 .- RCATSP01

WORKFLOW55 .-

56 .- Yes

Specify a custom program if you want to use your own program for printing time sheet contents.

Specify a workflow task ID if you wish to use workflow with this profile

Manager TS 20000460

Do you wish for the Workflow recipient to be determined automatically by the system?

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Enjoy

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Comment

TIMEADM MGR

No No

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

No No

Yes YesYes YesYes Yes

No Yes

No No

Yes Yes

ThursdaySaturday

Weekly Weekly ###Monday Monday

1 1 The symbol must be placed to the right of the number

8 8 Do not enter a symbol with the number8 8 Do not enter a symbol with the number

###

Multiple Multiple

Profile 2 Profile 3

Key can be up to 8 characters long. First character must be a letter.

Time Administrator Profile

Manager Profile

You must default the Employee Personnel Number (via parameter ID ‘PER’ or Infotype 0105 Subtype 0001) and the CATS Data Entry Profile (via parameter ID ‘CVR’)

CATS will require that the employee be assigned a plant (which in turn should have a factory calendar assigned to it) in HR Infotype '0315 - CATS: Sender information'.

This selection only works with periods weekly and bi-weekly

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List List

Report

Scenario #2 Scenario #2

No

Yes Yes

0001 0001

No No

No No No Default

No No0001

Attendance Attendance0315

0800 0800

No No 1-

2-3-

Time Administrator

The Work list can't be used if the profile uses selection for several employees

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Error message Error message

Error message Error message

No No

Error message Error message

Warning Warning

No

Warning Warning

Warning Warning

0002 0003

The Work list can't be used if the profile uses selection for several employees

This can only work if another setting from the work list has been selected as well.

%

%

These authorizations codes must be set up in step 'Profile Authorization Groups' (Table TCATSAT)

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RCATSP01 RCATSP01

Yes Yes

Program must be contained in table TCATP: 'Customer Programs'

Manager TS 20000460

Manager TS 20000460

The system delivers the following sample tasks in 4.6c: 40007901, 20000460, 20000459, 20000450, and 20000459. For standard functions 20000450 and 20000459 the recipient determination can take place automatically.

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Data entry profile EMPLOYEE Employee

General settings

Profile changeable X Highlight rej recordsX With target hours X Highlight add infoX With totals line Workdays onlyX With clock times X Display weekdays

No deduction of breaks X No initial screen

Cell length 6 Trip schema

Authorization 0001Print Report RCATSP01

Time settings

Period type 2 WeeklyFirst day of wk 0 MondayKey date relative 1- Lower limit relative 8 Upper limit relative

Person selection

Enter for several personnel nos.Select via pers listTime Administrator Organizational UnitSelection report

Cost accounting variant

Assignment of personnel costs to master cost center

X Assignment of personnel costs to receiver objectAssignment of personnel costs to senderActivity allocation master/sender

Account assignment to activity type

Default values

X Controlling area X Master cost centerActivity type Sender business proc.Purchase order Service master

X Attendance type 0800

Work list

With work list In processFrom resource planning By work centerFrom pool of confs Customer enhancement

Data entry checks

General

Collision Error messageMore than 24 hrs Error messageTime type target hrs Sub HR hours

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Downward tolerance Reaction below tol. Error messageUpward tolerance Reaction above tol. Warning

For users of HR

Quotas WarningCollision with HR Warning

Workflow

X Workflow approval X Automatic recipient

Task Manager TS 20000460

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Employee

Highlight rej records X Release future timesHighlight add info X Release on savingWorkdays only X Approval requiredDisplay weekdays X No changes after approvalNo initial screen Immediate transfer to HR

Periods 1

Upper limit relative 8

Organizational Unit Cost Center

Master cost center Cost centerSender business proc.Service master Wage type

In process In proc since daysBy work center Workdays onlyCustomer enhancement Copy without hours

Sub HR hours Add overtime

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Automatic recipient

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Data entry profile TIMEADM Time Administrator

General settings

Profile changeable X Highlight rej recordsX With target hours X Highlight add infoX With totals line Workdays onlyX With clock times X Display weekdays

No deduction of breaks No initial screen

Cell length 6 Trip schema

Authorization 0002Print Report RCATSP01

Time settings

Period type 2 WeeklyFirst day of wk 0 MondayKey date relative 1- Lower limit relative 8 Upper limit relative

Person selection

X Enter for several personnel nos.X Select via pers listX Time Administrator Organizational Unit

Selection report

Cost accounting variant

Assignment of personnel costs to master cost center

X Assignment of personnel costs to receiver objectAssignment of personnel costs to senderActivity allocation master/sender

Account assignment to activity type

Default values

X Controlling area X Master cost centerActivity type Sender business proc.Purchase order Service master

X Attendance type 0800

Work list

With work list In processFrom resource planning By work centerFrom pool of confs Customer enhancement

Data entry checks

General

Collision Error messageMore than 24 hrs Error messageTime type target hrs Sub HR hours

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Downward tolerance Reaction below tol. Error messageUpward tolerance Reaction above tol. Warning

For users of HR

Quotas WarningCollision with HR Warning

Workflow

X Workflow approval X Automatic recipient

Task Manager TS 20000460

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Time Administrator

Highlight rej records X Release future timesHighlight add info X Release on savingWorkdays only X Approval requiredDisplay weekdays X No changes after approvalNo initial screen Immediate transfer to HR

Periods 1

Upper limit relative 8

Organizational Unit Cost Center

Master cost center Cost centerSender business proc.Service master Wage type

In process In proc since daysBy work center Workdays onlyCustomer enhancement Copy without hours

Sub HR hours Add overtime

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Automatic recipient

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Data entry profile MGR Manager

General settings

Profile changeable X Highlight rej recordsX With target hours X Highlight add infoX With totals line Workdays onlyX With clock times X Display weekdays

No deduction of breaks No initial screen

Cell length 6 Trip schema

Authorization 0003Print Report RCATSP01

Time settings

Period type 2 WeeklyFirst day of wk 0 MondayKey date relative 1- Lower limit relative 8 Upper limit relative

Person selection

X Enter for several personnel nos.X Select via pers list

Time Administrator Organizational UnitX Selection report

Cost accounting variant

Assignment of personnel costs to master cost center

X Assignment of personnel costs to receiver objectAssignment of personnel costs to senderActivity allocation master/sender

Account assignment to activity type

Default values

X Controlling area X Master cost centerActivity type Sender business proc.Purchase order Service master

X Attendance type 0800

Work list

With work list In processFrom resource planning By work centerFrom pool of confs Customer enhancement

Data entry checks

General

Collision Error messageMore than 24 hrs Error messageTime type target hrs Sub HR hours

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Downward tolerance Reaction below tol. Error messageUpward tolerance Reaction above tol. Warning

For users of HR

Quotas WarningCollision with HR Warning

Workflow

X Workflow approval X Automatic recipient

Task Manager TS 20000460

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Manager

Highlight rej records X Release future timesHighlight add info X Release on savingWorkdays only X Approval requiredDisplay weekdays No changes after approvalNo initial screen Immediate transfer to HR

Periods 1

Upper limit relative 8

Organizational Unit Cost Center

Master cost center Cost centerSender business proc.Service master Wage type

In process In proc since daysBy work center Workdays onlyCustomer enhancement Copy without hours

Sub HR hours Add overtime

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Automatic recipient

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Customizing CATS

Working with CATS

Approving Times Entries

Transferring Time Entries

sCAC1 : Maintain Profile sCAC2 : Allocate Fields sCAC3 : Def. Rej. Reasons sCAC4 : Def. Auth. Groups sCAC5 : Def. Cust. Fields sCAC6 : Allowed Print Report

sCAT2 : Maintain Times sCAT3 : View Times sCATSXT : Times for SP sCATR : Reorg. Interf. Tables

sCAT4 sCATS_APPR sCATS_APPR_LITE sCAPS

sCATA : All entries (exc. MM) sCAT5 : .. to PS sCAT6 : .. to Time Mgt sCAT7 : .. to CO sCAT9 : .. to PM / CS

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sCATM : .. to MM