shidafzan: SAP HR Module Notes

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1.3.1. Introduction to HCM
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Typical HCM Processes:

HR Planning (Headcount, Cost)
Applicant Administration, Recruitment process
Employee Record Administration
Benefit and Compensation Management
Leave and Attendance Mgmt
Payroll Generation
Personnel Development (including Training)
Performance Appraisal
Employee Termination / Retirement

OM Objects:

Organizational Units
Jobs
Positions
Cost Centers
Persons

SAP HR Time Mgmt:

work schedule
shift planning
time data recording & admin
time evaluation
incentive wages
time managers workplace

SAP HR Payroll :

to calculate basic remuneration
payments related to benefits
special payments
overtime payments
bonuses

Component in SAP HR Recruitment:

Workforce requirement & advertising
applicant administration
selection of applicants

SAP HR Payroll Components:

1. Payroll Driver - program to run payroll

2. Payroll Schema - calculation rules.

3. Payroll Control Records - info such as period, payroll area.

4. Payroll Relevant File - data from infotypes

5. Internal Table for payroll - temporary storage.

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1.3.2. Mgmt Requirement
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1. SAP HR Training and Event Mgmt
2. Enterprise Compensation Mgmt
3. Personnel cost planning
4. Reporting
5. Employee Self-service
6. Managers Desktop

Training Programs	Soft skill Training. Quality Training (ISO, Six Sigma) System Training for End Users Safety Training
Business Events	Business Conventions. Internal Sales Meetings.

7 dynamic menus:

	Menus	Description
1	Business event menu	To create and change business events.
2	Attendance menu	To carry out bookings, pre-bookings, cancellations etc.
3	Information menu	To call standards reports for events, attendance and resources.
4	Planning menu	To plan and schedule the business events.
5	Tool menu	To maintain multiple infotypes simultaneously.
6	Resource menu	To manage resource types and resource.
7	Master data catalog	To maintain the objects in SAP HR Training and Event Management.

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1.3.3. Master Data n HCM
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Important elements of SAP HR:

Enterprise Structure
Personnel Structure
Payroll Structure
Personnel Records

Enterprise Structure:

Client
Company
Personnel Area
Sub Personnel Area
Organizational Key

Elements - Administrative perspective:

Employee Group
Employee Subgroup
Payroll Area
Organizational Key

Elements - Organizational Perspective:

Position
Job
Organizational unit

Employee Master Data:

Personnel records
Infotypes
Sub-infotypes
Object Identification
Infotypes Groups

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1.3.4. Payroll and Wage Details.
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Data required for Payroll:

Employee Master Data
Payroll Control Data
Payroll Elements
Deductions and allowances
Time data
Calculations / Derived Data

Pay scale Structure:

Pay scale type
pay scale area
employee sub group grouping for collective agreement provisions
pay scale group
pay scale level

Wage types: represent different amounts or times used to calculate employee remunerations, such as:

Standard Salary
Cost of Living Allowance
Standard Bonus

Wage types:

Primary - Dialog wage types and Time Wage types
Secondary - Technical wage types

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1.3.5. Infotypes Menu & Screens
Personnel Actions
Global Employment
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Infotype characteristics:

basic infotype characteristics
infotype short texts
technical characteristics
name of data field structure

Standard infotype has 3 screens:

1000 - Initial Screen
2000 - Single Screen
3000 - List Screen

Personnel Actions: HR tasks /ativities related to administrating employees of an organization.

Hiring of an employee
planning a Global assignment

Dynamic Actions : automatically triggered:

Maintenance of an additional infotype records
Performing a routine.

Managing global employees involves:
Planning > Relocation Preparation > Assignment Activation > Global Assignment > Repatriation

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1.3.6. SAP HR PTM
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SAP HR provide two authorization at level:

General Authorization checks (infotypes)
Structural Authorization checked (time-dependent)

Level of access determined by:

Organizational assignment of employee
Structural authorization check
Structural authorization profile and position or org unit

Time logic ensure authorization checks:

Period of responsibility; Validity period
access mode is READ or WRITE

Double Verification Check : suplementary control mechamism to protect infotype data and user access.
Type:

Symmetrical
Asymmetrical

Test procedure: used to create test data for infotypes.

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1.3.7. SAP HR PTM 2
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Major function in SAP HR Time Mgmt:

Shift Planning
Maintaining Time Data
Maintaining Time Sheets
Maintaining Work Schedules
Valuating Employee Working Times
Calculating Performance Oriented Remuneration

Following groupings are possible in SAP HR PTM:

Groupings in Work Schedules
TIme Data Recording and Admin
Time Evaluation
Shift Planning
Incentives Wages

Shift planning - enables HR department to determine and schedule the required number and type of personel at each organizational unit.

CATS - SAP tools used for recording employee working time and tasks.

Work schedules allow managing employee work on time-based schedules and stores employee work and break schedules, using the following:

Daily Work Schedules
Break Schedules
Period Work Schedules
Work Schedule Rule
Personnel Work Schedule

A Daily Work Schedule stored the following data:

Period	For which it is applicable
Planned Working Hours	Contain the number of planned working hours per day for an employee
Working Time data	Consists of the Fixed and Flexi-time working hour’s data.
Break Schedule	Consists of the period in the day when an employee can take breaks.
Tolerance time	Defines the time limits until which the period between a clock-in time and clock-out time is not considered as either overtime or shortages.
Overtime data	Defines whether overtimes should be considered for Flexi-time working and defines the system processing logic.

A Work Schedule Rule is used to specify the period Work Schedule which can be used to setup a work schedule along with the day from which it is applicable.

Standard SAP provides various types of Work Schedule Rules such as:

NORM	Normal Shift, with 8 Daily Working Hours per day and 40 working hours per week and 173.3 working hours per months.
SW2W2	Swing Shift – 2 weeks with 7.5 working hours per day and 37.5 working hours per week and 162.5 working hours per month.

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1.3.8. Infotypes in SAP PTM

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Various Time Management Master data Infotypes are:

Organizational Assignment (0001)
Personal Data (0002)
Payroll Satatus (0003)
Planned Working Time (0007)
Time Recording Information (0050)

Shift groups contain the shifts used for planning the shifts.

Various Time Recording Infotypes are:

Absences (2001)
Attendance (2002)
Substitutions (2003)
Changes to Planned Working Time Availability (2004)
Overtime (2005)
Employee Remuneration Info (2010)
Maternity Protection / Parental Leave (0080)
Military / Non-military Service (0081)

Various Time Quota Infotypes:

Absence Quota (2006)
Attendance Quota (2007)
Quota Corrections (2013)
Time Quota Compensation (0416)

Time Managers Workplace : facilities decentralized time data maintenance by Line Managers who can play the role of Time Managers /Administrators.

A deduction rule for Absence quota specifies how absences can be deducted from the absence quotas. Several types of absences can be deducted from the absence quotas, such as, the following:

Annual Leave
Compensatory time-off in liew of overtime
Paid sick leave
Education leave
Special Leaves
Vacation leave
Bereavement leave
Un-paid sick
Un-paid personal leave
Maternity leave

A deduction rule for Attendance quota specifies how attendances can be deducted from the attendance quotas.

Usually, two types of attendances can be deducted from the attendance quotas:

Attendance or Working times which are recorded in Attendance infotype (2002).
Working times in employee time postings (either through CATS or time recording terminals)

Overtime compensation type determines whether attendances that are deducted from the quota are compensated either financially and or by time. It supports the following OT compensations types:

Depends on the wage type applicable:

Remuneration
Time off plus overtime rate
Compensation (Time Off)
Compensation (day)
Salary Overtime with fluctuating rates

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1.3.9. Payroll Calculation

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Important components of SAP HR Payroll are:

Payroll Driver
Payroll Schema
Payroll Control Record
Payroll relevant files
Internal tables for Payroll

Wage Types: represent different amounts or times used to calculate employee remuneration. There are 2 types:

Primary
Secondary wage types

Payroll Log: is used to display the results of a Payroll run, such as:

Personnel numbers successfully processed or failed.
Messages : Errors, Warning, Information, etc.
Statistics such as # of personnel records selected for processing, # successful, # rejected etc.

A Personnel Calculation Schema comprises of sequential steps that be executed by any of the following:

Country specific Payroll driver / program
Time evaluation program.

A Personnel Calculation Schema is characterized by the following:

Main Schema
Sub Schema
Schema Elements

Main schema consists of several tasks related to Payroll or Time Evaluation, which are executed sequentially.

It is used as a parameter by the payroll program / driver and is always executable.

SAP System provides Main Schemas for International Payroll (X000) and Time Evaluation (TM00).

Subschema is similar to Main Schema except that these are called from Main Schema or other subschema..

It also consists of functions and parameters required to execute tasks related to Payroll and Time Management.

The function COPY is used to call a subschema.

Personnel calculation rule, usually comprise of sequential statements for calculating values related to payroll run or time evaluation.

A rule consists of at least one operation related to Payroll or Time Evaluation and characterized by a decision tree structure.

It is called by a Personnel Calculation Schema, which is executed by Payroll driver.

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1.3.10. Payroll Organization

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Factoring:

The process of executing a payroll run for a partial period and calculating partial period remuneration for an employee is referred to as factoring.

SAP HR payroll provides the Factoring function which uses the Partial Period Factor to determine the partial period remuneration of an employee.

The partial period remuneration can also be used in cost accounting. Amounts from cost accounting wage types can be allocated to different cost centers

Retroactive accounting:

Means "Payroll accounting for past period"
Period to which payroll can be run depends on Retroactive Accounting Limit.
Triggered by certain changes ster and Time Data of employess for a payroll period.

Employee absences can be valuated using several methods during a payroll run such as:

As-if principle.
Constants / Average.
Formation of Counting classes for factoring and cost accounting.
Quota deduction.
Special processing using Personnel Calculation rule.

Some of the above methods can be used together in valuating the absences.

Status indicator in Payroll Result conveys the whether the result is current, previous or an old result.

Release for Payroll
Released for Correction
Exit Payroll
Check Payroll Results

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1.3.11. Organizational Management

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Organizational Unit represents an organization or a department of a functional unit in an Organization.

A position in SAP HR represents a post which can be occupied by an internal ot external employee of the organization. A position is usually assigned to an organizational unit or a job.

A job is an Organizational object that describes the nature of tasks, which can be assigned to a position or organizational unit.

A task is an OM object which represents an activity or group of activities performed within an organizational unit.

Relationships are used to define how different SAP HR OM objects in an organizational plan are related to each other.

A relationship in SAP HR OM consists of a code and three digit number and appropriate description for the code and the number. For example: