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HR305 Course Notes
Instructor: Carloine Chapeauman
Familarization of SAP main menu, creating new role, and assign role to user.
User Menu
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TC: SPRO_ADMINis used to create your own IMG for a project. You do not need
to use SPRO to search entire configuration. Within the project, you can assign
resource, monitor status, and prepare documentation.
Select appropriate IMG tasks.
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Generate Project IMG after selection of IMG items
Display your Project IMG
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User profile:
There are two important user parameters required for HR/PAY processing; MOLGA (
Country codePID = MOL; e.g Canada = 07 ), another one is UGR ( User Grouping
).Organization Structure
PA20/30IT 0001 ( Org. Assignement)
Enterprise Structure:
the top subscreen in IT0001
- co code- pers area- cost center- pers subarea- Bus. area
Note: Table view V_001P_All to view all the grouping for PA and P. Subarea
Personnel structure:
Employee group
Employee subgroup
Payroll area
Contract
Note: Table view V_503_All to view all the grouping for EE Group and EE Subgroup
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Org. Structure:
Position
Job key
Org. UnitOrg. key
PA40 - hire a new employee
choose action type ( in this case choose Action type HR305-05)
enter Personnel area, EE group, EE subgroup ( default by SAP delivered)
Execute ( go through each IT )
Info type grouping:
PA SAP delivered 0000 -0999Customer 9001-9099
OM Org. Management 10001999
Customer 91009199
Time Time Management 2000-2999
Recruitment 4000-4999
Note: When position has been created under OM, then you can hire a new employee
using the Position.
Table PLOGIORGA switch used to integrate PA and OM.
Note in PA20/30search an infotype:
If you do not know the Infotype number, you can search by IT name in field Direct
Selection
e.g enter commun* ; system returns Communication infotype
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OM ( Organization Management).
TC: PPOME
Use Seacrh Termto lookup the Org, Structure:
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Select Position, and then Create Account Assignment, Work Schedule, etc for the
Position.
Note: Click Details horizontal bar to hide the detail
You can then hire new employee with the updated position.
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Payroll Area and Organization Key:
Use IMG below to create new Payroll area
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TC: PA03to maintain Payroll Control record for a Payroll area
Maintain Org. Key as follows:
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Maintain Creation Rules:
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Maintain OM Administrator:
Administrator Group
An administrator group combines all administrators who are responsible for one organizational area inpersonnel administration or recruitment.
Use
The group is defined in the feature Administrator group (PINCH).
Usually Group is the Payroll area
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Feature:
Feature is used to determine default value in info type ( TC: PE03)
Feature for Payroll areaABKRS ( decision tree )
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Report RPUMKG00 to activate features or use ICON Activate to activate the current
one.
Feature NUMKR to assign personnel numbers.
Define default values for Administrator ( Feature )
SPRO->PM->PA->Org. data->Org. Assignment-> Define administrator
copy an existing admin. group to a new one
SPRO->PM->PA->Org. data->Org. Assignment-> Define administratorgroup
you will find feature for PINCH
select Personnel area
delete the default value**** first
define default value and otherwise value
Activate the feature
See result below:
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PA40Now when changing the employee, the PA is changed to new one in the Org.
management screen ( 0001 ).
Feature related Programs:
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HR ReportsNaming Convention
Document RPD*
HR reports RPL*
HR Statistics RPS*
Payroll list RPC*
Time RPT*
Payroll RPU*
Batch Input RPI*
Personnel Planning RH*
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Personal Data- IMG
IMG->PM->PA->Personal Data
Time constraint consideration:
Time constraint 1 for Permanent residence
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Time constraint
1 l___________________________________________l
01/01/2000 31/12/9999
2 l___________l _______ _______l
3 l____________l____________________l
l_________________________________
When creating a new address with Perm. address; the system will delimit the old
record and create a new one with new date to 12/31/9999.
For time constraint 1, the address record cannot be date delimited.
Bank Details:
Payment methoddefault to U ( featureZLSCH)
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Use TC: FI01/02 to maintain Bank
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Links between Planned Work Time and Basic Pay
IT0007enter either Time mgmt status or Daily work hrs to populate Monthly
work hrs
Click Icon Work Schedule to display the work schedule
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IT 0007 Employment percentage and Monthly working hrs are used in creatingIT
0008 (Basic Pay )
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If employee works part time ( 50% ), change Capacity level to 50 or change IT 7
Percentage to 50. ( not synchronized with IT 8 ; with a warning message Please
check Basic Pay infotype (0008).
Employee Subgroup grouping for Personnel Calculation rule:
SPRO->PM->PA->Payroll data->Basic Pay->Define EE Subgroup Grouping
The EE Subgroup Grouping is from IT 8 under PS Group and Level
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Remuneration Structure
Either use
Pay scale Pay scale type ( for each region)
Pay scale area (based on collective agreement)
or using compensation model:
Salary Pay grade type
Pay grade area
Feature TARIF is used to default Pay Scale data
T510table for PS entries
Assigning PS to Personnel subareas using IMG as follows:
SPRO->PM->PA->Payroll data->Basic Pay->Check Assignment pf Pay Scale to
Enterprise Structure
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Features Directory table: T549D
Feature TARIF:
TARIF: Default Pay Scale Type/Area and Planned Remuneration Type in Basic
Pay
Object
Feature
Task
With this feature you control whether the default value is determinedfrom T001P from the personnel area and personnel subarea, or whether the
default value is determined directly from the feature.
The return value must have the form xx/yy/z, in which xx is the pay
scale type, yy the pay scale area, and z the planned remuneration type.
If the feature returns SPACE as a value, then the value pay scale type
or pay scale area is determined by table T001P. If the value does not
equal SPACE, then this value will be taken as the pay scale type or pay
scale area.
You can either enter return both values or only one of the two values.
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The missing value is determined from table T001P.
Wage Type Configuration for Basic Pay
SPRO->PM->PA->Payroll data->Basic Pay->Wage Types Enterprise
Earnings
regular
bonus
overtime
comp. premium
benefits
etc
Deduction
tax
club membershipunion
pension
donation
etc
Basic Payenter wage type
Other IT related to Pay:
SPRO->PM->PA->Payroll data->Basic Pay->Recurring Payements and Deduction
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0014Recurring
4000Vacatrion bonus
4001 Vacation bonus
etc..
SPRO->PM->PA->Payroll data->Basic Pay->Additonal Payements
0015Addit. payment
2010Employee Renumeration info.
2010overtime
2020overtime Sunday
WT is assigned to WT group.
Two types of WT
Primary/Dialog
Mxxx ( SAP delivered )copy to customer one
customer 0001-9999 ( using Excel spreadsheet )
Direct ( manual entry )
Indirect
TARIF connected to table T510
PRZNT T539J
SUMME T539J
Secondary/Technical
SAP delivered:
starts with / /0001 Rate ( valuation basis)
/01xx Gross cumulation
/02xx Average bases/03xx employee deduction (EI, RCP, RRQ,..)
/04xx Result wage types: SI
/05xx Net, Adjustment, retro
/08xx Factoring/CO
/Axx Outgoing WT in retro. acc. period
/HQC e.e /HONOntario deduction
/Znn Incoming WT from previous period
Copy WT catalog from Model WT for Basic Pay
SPRO->PM->PA->Payroll data->Basic Pay->WAge Types->Create WT catalog
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After copy, the system display all the WT tables affected.
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Wage Type Permissibility
SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Check wage type
catalog
check permissibility for info type
check permissibility for PS and ESG
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(based on the grouping --- IMG as follows:
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SPRO->PM->PA->Payrol l data->Basic Pay->Wage Types-> Employee Subgroups for Pr imary
Wage Type
Note: V_512w_dview WT Evaluation
Wage Type Characteristics
Direct valuationamount to be use to valuate the wage type, entered in IT manually
Indirect valuation
Basic Pay:
SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Check wage typecharacteristics
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Detail screen:
TARIF Module/Variant ( Pay scale groups and level )(V_T510S)
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Indirect evaluation module
Name of a module that valuates wage types according to certain criteria. The following descriptions ofthe diverse options can be used for wage types in the following infotypes:
Basic Pay (0008)
Standard Wage Maintenance (0052)
Recurring Payments/Deductions (0014)
Additional Payments (0015)
For some modules, the type of valuation depends on the specification of the module variant.
The following indirect valuation modules are available in the standard system:
TARIF
TAROD(only for Public Sector Germany)
VERGL(only for Public Sector Germany)
DIFFR(only for Public Sector Germany)
PRZNT
SUMME
UNITS
CONST
TARIF
Valuation according to the "collective agreement group and level" specifications you enter in the IMGstep:
Module variant 'A'
Country grouping derived from the employee's personnel areaPay scale type from infotype 0008/0052Pay scale area from infotype 0008/0052Pay scale indicator derived from the employee subgroupPay scale group from infotype 0008/0052Pay scale level from infotype 0008/0052Wage type = SPACE
Module variant 'B'
like module variant 'A' except:Wage type = wage type to be valuated indirectly
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Module variant 'C'
like module variant 'A' except:Pay scale level = SPACEWage type = wage type to be valuated indirectly
Module variant 'D'
like modul variant 'A' except:Pay scale group = SPACEPay scale level = SPACEWage type = wage type to be valuated indirectly
PRZNT , SUMMEBasic wage type valuation( V_539J)
PRZNT
Valuation according to the "basic wage type" specifications in the IMG.
Country grouping assigned to the employee master (derived from the personnel area)MODUL = 'PRZNT'Valuated wage type = indirectly valuated wage type
Module variant 'B'
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The basic pay is determined from the total of all basic wage type amounts entered in infotype0008 according to the specifications in the "basic wage type valuation" step irrespective ofwhich infotype is being valuated. Wage types in the Wage Maintenance infotype (0052) arethen valuated using the wage types in the Basic Pay infotype (0008).The value of the wage type to be valuated indirectly is calculated by multiplying the basic payby the percentage specified for the wage type to be valuated.
Module variant 'D'
The basic pay is determined from the total of all basic wage type amounts specified in theinfotype currently being valuated according to the specifications in the "basic wage typevaluation" step. The wage types in the Wage Maintenance infotype (0052) are then valuatedusing the wage types in the Basic Pay infotype (0008).The value of the wage type to be valuated indirectly is calculated by multiplying the basic payby the percentage specified for the wage type to be valuated.
Module variant 'I'
The basic pay is determined from the total of all basic wage type
SUMME
Module variants 'B', 'D', 'I','J'
The 'SUMME' module corresponds to the 'PRZNT' module except that the value of the wagetype to be valuated indirectly is always the entire basic pay.
Module variant 'M'
Corresponds to the module variant 'D'. The basis wage types are valuated as unreduced.
Module variant 'O'
Corresponds to the module variant 'I'. The basic wage types are not weighted in payroll.
SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Define valuation of
base wage types
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When you print the table view, it will show the table name:
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ARBPL Module - Indirct valuation of WT for Position/WC
SPRO->PM->PA->Payroll data->Basic Pay->Wage Types->Determine indirect
valuation for Position/Work Centers
Default Wage Type for IT 0008 using feature LGMST
Hourly Wage earners:
1010 standard wage
1020-standard bonus
Salary employee:
2010 standard salary
2020-standard bonus
LGMST->
- MOLGA (country)- PERSG (employee group )
- PERSK (employee subgroup)
PE03 to maintain Feature (READ Documentation before editing feature )
LGMSTPlanned Payment Specification
Object
Feature
Task
Group the control features for wage type specifications used for
recording basic pay data.
Use
Planned Payment Specification table (T539A)
SPRO->PM->PA-Payroll data->basic pay->Wage types-> revise default wage type
Procedure
The planned payment specification in table T539A for adding basic pay
records (infotype 0008) can be defined in conjunction with these control
features: company code, personnel area, personnel subarea, employee
group, employee subgroup and the subtype of the record.
The return code matrix has the following structure: XX/YYYYYYYY, which
has the following meaning:XX maximum number of wage types per record
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YYYYYYYY name of the wage type model from T539A.
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Report for changes to Remuneration
Indirect valuation on IT0008 amount does not shown in PA0008
Change pay scale group to create new pay increase
Program RPU51000 to maintain PS for simple pay increase
Update table T510 for PS group/
Run RPITRF00 to generate a basic pay history for a specified period of time
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Note: ensure employee are unlocked and run in batch mode
Use SM35to execute the BDC session if there is no error
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PA20now the employee has 3 records for IT0008 ( different periods )
Pay Scale Reclassification
Update PS groups and levels in IT0008 for each employee
Run RPIPSR00 to maintain Pay Scale Reclassification
Note: PS reclassification programs start with RPIT*
RPIPSR00batch input processing creating new record in IT 0008
Report RPLTRF00to report Time spent in each Pay Scale Area/Type/Group/Level
Note: perform pay scale reclassification before the Payroll run for each payroll period.
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Infotypes
Attributes of each infotype consists of Dialog module, structure, and a transparent
table. Fro example; attributes for IT0002 : Dialog Module (rp_0002), structure
(p0002) Table (PA0002)
Configuring Infotypes require the following tasks:
create record without from./to date
screen header
time constraint
subtype mandatory
indicator for retroactive actg
SPRO->PM_>PA->Customizing procedures->Infotypes->Infotypes
IT0001Org. Assignment:
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Note: IT0006 using T as time constraint
Time constraint table/Subtypetable t591a ( View v_t591a)e.g. subtype for IT0006
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Note: PA40create new employee using a reference employee no, all IT will be
populated with the copied employee. ( see copy infotype in the attribute )
Attribute: Retroactive accounting trigger (refer to t588g for Retroactive acctg
recognition).
If retro acctg is field dependent, maintain the fields in table T588G using SM30 to
maintain view V_T588G
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Assigning Infotypes to countries
SPRO->PM_>PA->Customizing procedures->Infotypes->Assign infotypes to
countires
View: V_T582L (Infotypes - country-specific settings)
Note: Feature can also be used to define screen controls; e,g feature P0007 for IT
0007
Customizing Screen Steps
SPRO->PM_>PA->Customizing user interface->
Step 1 - find the Screen header
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Step 2 - Screen Modifier
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Step 3Maintain Modifier
Step 4 - Change Screen Modification
Find Module pool for IT ( e.g. mp000700 for IT 000 7 ).
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Detail:
Option: Use feature P0007 to maintain screen control as well.
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Infotype Menu
See below for PA20/30 Infotype menu
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Configuring user specific Infotype Menu
SPRO->PM_>PA->Customizing procedures->Infotype Menu
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Fast EntryPA70/71
Using With Proposal to execute
This menu can be personalized for another IT ( mass update )
PA71used for mass update for Time.IT.
IMG to setup IT for fast entry
SPRO->PM_>PA->Customizing procedures->Infotype Menu->Setup IT menu for
fast data entry
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Personnel Actions (PA40)
DFINF Feature determine from where default values should be taken for Infotype
when an IT is copied.
Personnel action sis user group dependent
Setting up a new Personnel action
define IT and their sequence
define characteristics of personnel action
store action reasons
include new personnel action in HR master data menu (action menu)
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IMG: SPRO->PM->PA->Customizing->Actions..
1) Determining Infogroups ( user group depending on Infogroup, can also depend the
org. structure using FEATURE IGMOD)
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inside infogroup, determine sequence subtype,default values
Operations (INS, COP, MOD, DEL, etc )
the above subtype M610 is an infotype
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Copy Infotyp 6 using subtype 2 ( family member )
Note: this can also be achieved by SAP delievered Dynamic action ( when you enter a
dependent, it will bring the IT 21).
2) Determining Personnel Action types
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Details of Action types:
Use F1 help to view documentation for each column
Note: Prior to 4.6, cannot have more than one action for one day. Now, IT302 will be
used to store all actions under Additional Actions ( this will be shown under IT 0000 )
Update infotype 0302 when executing an action
The indicator U0302defines whether the personnel action type is stored in theAdditional Actionsinfotype (0302).
Use
If you set the indicator U0302, the personnel action type is stored in theAdditional Actionsinfotype (0302).
If you want to automatically log allpersonnel action types which are executed for an employee,set the indicator U0302for all personnel action types. All personnel action types which areexecuted for the employee and the related reasons are then stored in the Additional Actionsinfotype (0302) for the specified key date.
If you do not set the indicator U0302, the personnel action type is not stored in theAdditionalActionsinfotype (0302).
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Reasons for Action:
IMG: SPRO->PM->PA->Customizing->Actions->Create reasons for personnel
actions
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Action Menu
IMG: SPRO->PM->PA->Customizing->Actions-> Change Actions Menu
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Dynamic Actions
Dynamic action triggers:
maintain another infotype record
send an email through SAPoffice
Table: t588z
View: v_t588z
e,g, infotype 0002
Note: Use F1 help for each column for detailed documentation
Note: step Msend mail using function called M0001
e.g. Send email when payroll admin has been changed in IT0000
SACHA 06 0 *-SEND MAILS AFTER CHANGING
P0001-SACHA ---------*
SACHA 06 1 P PSPAR-TCLAS='A'
SACHA 06 2 M M0001
Also, you need to maintain Feature M0001
standard mail text templateMAIL_FOR_I00001_A or B (Text idPAMA)
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Call routine:
e,g,
0001 06 95 DEFAULT_NICAT1(RPUACTG1)
calling form Default_nicat1 in program RPUACTG1:
FORM default_nicat1. "#EC CALLED*DATA: l_p0002 LIKE p0000 OCCURS 0 WITH HEADER LINE.
** Called from IT0001 only*CHECK pspar-infty = '0001'.
** IT0002 must have been filled.** Get P0002 that has just been created*PERFORM fill_infotype_table(sapfp50p) TABLES l_p0002
USING 'A'pspar-pernr'0002'spacehr_low_datehr_high_datenop.
*CHECK NOT l_p0002[] IS INITIAL.
** Call the standard routine...*
PERFORM default_nicat.*ENDFORM. "default_nicat1
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Fast entry of Actions
IMG: SPRO->PM->PA->Customizing user interfaces->Fast Entry of actions
TC: PA42Fast Entry
PE01Schema
e.g TM01
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