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SAP Human Capital ManagementTime Recording using CATS
Objective
To gain understanding of the key business process of the Cross
Application Time Sheet.
To gain understanding of the key terms and definitions of the Cross
Application Time Sheet.
To gain understanding of the integration of CATS with other SAP
modules.
Agenda
►CATS - Introduction
CATS - Pre-Requisites
CATS - When and Why
CATS - Basics
CATS - Process
CATS - Integration
CATS - Benefits
CATS - User Interface
CATS - Authorization
Introduction
WHAT IS IT
• Better Known as CATS and formally named as Cross
application time sheet.• CATS is a standard tool provided by SAP and is a cross
application component of the SAP R/3 System .• CATS is an integrated function that is used to enter actual
time data important in HR, PS, PM, CS, CO & MM –SRV• CATS enable to record time data in the time sheet for
Various Components on one central Screen, to collect employees working times towards other SAP System applications (target components) that receives and process Employee or labor times
Agenda
►CATS - Introduction
CATS - Pre-Requisites
► CATS - When and Why
CATS - Basics
CATS - Process
CATS - Integration
CATS - Benefits
CATS - User Interface
CATS - Authorization
When & Why..……CATS !
• When it is required to have a well equipped tool that meets every business requirements and daily information flow is becoming increasing importance particularly when it comes to collect times and activities spent on different projects,events, sales processes or simply attendance at events.
• When a business entity or a company has in real time to collect the time entries of each employee that could be used by Administrative assistants, Project leaders, Managers etc and each of business requirement provided by a company,Market ,or Process..while other functionalities of SAPHR module like Recruitment Process, Payroll process etc. is out of scope or not required or not implemented.
• When it is required to check the accuracy of time entries ,such as Validity period, the budget status, and the quotas available.
• When it is required to have a user friendly ,quick,simple,efficient , in built approval and default values.• When the requirement of Seamless integration with other modules comes in
Agenda
► CATS - Introduction
CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
CATS - Process
CATS - Integration
CATS - Benefits
CATS - User Interface
CATS - Authorization
CATS Basics
• CATS = Cross-Application Time Sheet
• CATS uses the SAP Human Resources authorization concept
• CATS may be updated via transaction code CAT2 or via a company intranet Web site
• The Time Sheet is a self-service application which allows both internal and external employees to enter their own
working times. Alternatively, data can be recorded centrally in data entry office by an administrator • CATS may be used as the time transfer tool to update Human
Resources with hours worked by employee
• CATS may be used to enter one-time earnings/deductions for employees
• Data entered in CATS may be set to require a procedure for approval
• Using CATS, it is possible to capture an employee’s time across different cost centers, Project system objects like WBS or networks and service orders
•Update HR, CO, CS, PS and PM/CS (or a combination of any or all of these) with time worked by employee by activity
CATS Basics
Agenda
► CATS - Introduction
► CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
CATS - Process
CATS - Integration
CATS - Benefits
CATS - User Interface
CATS - Authorization
CATS –Prerequisites
CATS Mini Master
Personnel Actions: Mini Master
Time Sheet Defaults
CONTENTS : Structure of the data entry Profile
Configuration of data Entry Profile
Variants for the Data Entry Processes
Choose fields for the data entry profile
Configuration of Data Entry Profiles
Areas Controlled by the CATS Data Entry Profiles
Data Entry Profiles : General Settings
Data Entry profile : Time Settings
Data Entry Profile : Person Selection
Data Entry Profile : Cost Accounting Variant
Data Entry Profiles : Default Values
Data Entry Profile : Data Entry Checks
Field Selection
Agenda
► CATS - Introduction
► CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
► CATS - Process
CATS - Integration
CATS - Benefits
CATS - User Interface
CATS - Authorization
CATS Process
Contents :
o Time collection ~ Using Work list or Direct Entry(Mandatory)
o Release Process (Optional)
o Approval Process (Optional )
o Transfer to Target components(Mandatory)
PROCESS
Process Flow
CATS Classic (CAT2) – Point of Entry
Enter transaction „CAT2“
Entering Time Data
CAT2 – Time sheet
Enter „ISP_PS“ the data entry profile, which Determines the layout of the data screen
Enter „17053“ is the personnel number, which is unique to every employee
Then click onthe „EnterTimes“ Button
Time entry sheet for Single person
This is a possible CATS entry sheet:
Time Entry for Multiple persons
The Time Sheet Work list
CAT2 – Data Entry
Click here to „Save“ the entered times
Processing Status of Time Sheet Data
Entering Data for Several Personnel Numbers
Approving the Time Data
Approving time Data
Approval
Approval using a workflow
Processing Status
Agenda
► CATS - Introduction
► CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
► CATS - Process
► CATS - Integration
CATS - Benefits
CATS - User Interface
CATS - Authorization
CATS - INTEGRATION OVERVIEW
►CATS allows time-entries collection for further processing in SAP target modules. Therefore, one of the components listed below must be installed prior to using CATS. The time entries either can be provided individually or in combination with the target components. Inside SAP core components, nearly all modules can be filled with information through CATS. These include:
► Human Resources ( HR ): attendance, absences, and remuneration information►Project System ( PS ): confirmation for networks► Controlling ( CO ): internal activity allocation►CRM: Service order confirmations(Through Middle ware Integration)►External Services ( MM-SRV ): entry of services performed by external providers► Plant Maintenance ( PM ): confirmation for orders)►Customer Service ( CS, formerly Service Management): confirmation for orders
INTEGRATION WITH OTHER SAP MODULES
INTEGRATIO WITH OTHER SAP PRODUCTS
CATS is also integrated with the surrounding SAPproducts, such as:
►Business Intelligence—Business Information Warehouse ( BW )
►Enterprise Portal ( EP )
► Internet Transaction Server ( ITS )
►CATS for Service Provider
► CATS Offline thanks to the Mobile Engine
CATS
TIME-ENTRIES FOR PROJECT SYSTEM
TIME ENTRIES to PS Using CATS
Pre- Requisites :
• Project system Module should have been activated
• Project should exists and structured either with Networks /Activities or WBS elements
• Respective object (Networks/Activities or WBS element) should have released
• Activities should have been assigned with Work Centers & Activity types
• Cats Mini Master with Data entry profiles
CAT2 – Time Entry Project System
Click here to search for the network activity.Having found the right network activity- select it
Time Entries for WBS elements
CAT2 – Time Entry for PS
Click here to „Save“ the entered times
Transferring the Time Data
CATS –Transfer to Project System
Why to Transfer
Time Sheet Data Transfer – Project System
Enter transaction „CAT5“
Enter the personnelNumber e.g. 10753,which is unique forevery employee
Time Sheet Data Transfer – Project System
Mark „Log“, this determines the records displayedBy the system.
Mark „Test run, this determines whether or nota test run is executed.
Then click „Execute“.
Time Sheet Data Transfer – Project System
Note the confirmed postingsIn the screen.
Connection to the Target Component
CATS –PS Confirmations
Error Handling after data transfer to PS
COST DETERMINATION & COST ASSIGNMENT
PS – CO – CATS Integration for Cost Calculation
Determining Actual costs
Determining Costs Using the Plan Activity price of an Activity Type
Assigning the Activity Price Using the Time Sheet
Determining the Activity price using an SAP Enhancement
CATS
TIME- ENTRIES FOR CO(Internal Orders)
CATS- Internal Orders
Pre –requisites
• Activation of CO Module in SAP
• Internal order should have been created and released in Controlling
• CATS Mini Master and Data entry profile should have been Created
Time-entries for Internal Orders
CATS –Internal Order Approval process
• Once the time sheet entries are entered in CATS they should be Released and saved .• Once the time sheet is released , it routes through next process of Approval• Once the times sheets are approved by the authority , they need to be transferred to Internal orders for updating the actual costs and actual hours to get updated.
CATS –Transfer to CO
Integration with CO(Internal Orders)
Integration with CO(Internal Orders)
Actual Costs for internal orders
• There are three different ways of determining the costs:
• Determining costs using the plan activity price of an activity type • Assigning the activity price using the time sheet • Determining the activity price using an SAP enhancement
CATS
TIME-ENTRIES FOR CRM
CATS –CRM Pre - requisites
SAP CRM –ERP
Integration CRM -
1)Service Confirmation Management
2) Defined valuation types and service types
that are used in confirmation items to
determine different rates for billing
transaction type for confirmation
3)Master Data
ERP –
1) CATS Mini master
2) Data entry profile
Integration with CRM
CONTROLLING
CRM > CATS Process flow
SERVICE
ORDER
CRMServer
SAP ECC
Create service confirmation
Maintain and Verify quantities
and Durations
Maintain and Verify Accounting indicators service
and Valuation
types
Complete and Save Service Confirmation
System Transfers working time to Cross application time
sheet(CATS)
System settles Costs to Controlling Objects
• Call Center Agents/Service Representatives and Field Service Engineers need to record the number of hours they have worked on a specific customer reported problem
• These hours can either be covered by a service contract or billable to the customer
• Regardless, these hours need to be reflected in the time sheet of the particular employee in SAP HR
• CRM Service provides the capability to upload labor hours entered by an engineer/service representative to the time sheet in HR
To upload labor hours to the time sheet in SAP HR:-The Labor hours have to be entered in the service confirmation
• Along with this we can use the service type and Valuation typeService Type could be values like “Junior, Senior, Platinum” and
Valuation Type could be “Regular Time” and “Overtime”
CRM -Time sheet Integration
CRM -Time Sheet Integration
To upload labor hours to the time sheet in SAP HR: The engineer should be identified in the partner function “Executing Service Employee" with the appropriate personnel number stored in the BP master data
►The CATS data entry profile should be set up in the CRM plug-in in SAP ERP
→This profile controls the behavior of CATS when integrating data from CRM• For example, if overtime hours are not allowed then the profile can be configured to raise an
error It is possible to control if the labor hours are posted into the time sheet or simply posted in the CATSDB table for the purpose of recording costs
This is controlled by customizing the mapping between Service Type, Valuation Type, and Attendance and Absence typesTwo fields are used in SAP CRM – the service type and the valuation type. You have to maintain these at item level in the CRM document. The data is then replicated in SAP R/3 and assigned to an activity type there. It is required to assign an activity type to a CRM service type and valuation type for the service item for the Costs and Billing►Use transaction CAT2 to post data from CATSDB to the appropriate Account Assignment Object like the Internal Order
Integration with MM-External Service Management
Integration with HR Module
Agenda
► CATS - Introduction
► CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
► CATS - Process
► CATS - Integration
► CATS - Benefits
CATS - User Interface
CATS - Authorization
CATS – Benefits
In a nutshell, the key benefits of using CATS are:
►Single point of entry for all working time processes (less administrative paper work ) ►Release and approval process to enforce the CATS process-efficiency ►Large panel of interfaces provided for each type of employee ( sales representatives, managers, super users, end users, etc. ) ►Real-time access to the information, making reporting more accurate ►Information provided to the employee can be defaulted ►Time Sheet can be Web-enabled ►Quicker follow-up on critical projects activities; enhanced billing process thanks to weekly time collection► Full integration with SAP products: SAP Enterprise Portal , Internet Transaction Server , Business Information Warehouse , etc.
Agenda
► CATS - Introduction
► CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
► CATS - Process
► CATS - Integration
► CATS - Benefits
► CATS - User Interface
CATS - Authorization
CATS - User Interfaces
CATS – Classic
CATS Notebook
Web-based CATS
CATSXT
Agenda
► CATS - Introduction
► CATS - Pre-Requisites
► CATS - When and Why
► CATS - Basics
► CATS - Process
► CATS - Integration
► CATS - Benefits
► CATS - User Interface
► CATS - Authorization
CATS Authorizations
Thank you for your participation.