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Setting Up Integration Between Personnel Management and Organizational Management

Integration to Personnel Management PLOGI Integration Tools


Organizational Assignment (0001)
PersNo. Enterprise Structure ... Cost center Organizational Structure Position Job Org. unit Validity -

ORGA

Integration switch for organizational assignment

SAP AG 1999

Personnel Subarea IMG Activities (2)


Display Structure: Activities for Organizational Unit Personnel Subarea
Structure Edit Goto Information Utilities Default settings System Help Expand/collapse What other projects?

Personnel Time Management Work Schedules Personnel Subarea Groupings Define groupings for the work schedule Work Schedule Rules and Monthly Work Schedules Set groupings for the public holiday calendar Time Data Recording and Administratioin Substitutions Define personnel subarea groupings Absences Absence Catalog Group personnel subareas for absences/attendances Absence Counting Group personnel subareas for absence counting Availability Group personnel subareas for availability types Quotas Absence Quotas General Absence Quotas Group personnel subareas for time quotas Leave Quotas Group personnel subareas for leave quotas Time Evaluation Settings for Time Evaluation Group personnel subareas for time recording SAP AG

Employee Subgroup IMG Activities


Display Structure: Activities for Organizational Unit Employee Subgroup
Structure Edit Goto Information Utilities Default settings System Help Expand/collapse What other projects?

Personnel Administration Organizational Data Organizational Assignment Define employee attributes Payroll Data Basic Pay (example) Define EE subgroup grouping for PCR and coll.agrmt prov. Wage Types Define employee subgroup grouping for primary wage types Personnel Time Management Work Schedules Work Schedule Rules and Monthly Work Schedules Define employee subgroup groupings Time Data Recording and Administration Absence Quotas General Absence Quotas Group employee subgroups for time quotas Attendance Quotas Group employee subgroups for time quotas SAP AG

Depicting the Organization of Payroll in the SAP System

CAB Co.

Personnel Management Personnel Administration Organizational Data Organizational Assignment Create Payroll Area Check Default Payroll Area Create Control Record Payroll Payroll International Environment Payroll Organization Generate Payroll Periods

Payroll is run at the end of the month.

CAB Co.

Payroll is run on the 10th of the subsequent month.

SAP AG 1999

Payroll Control Record


Payroll area Control record type XX salaried employee 01 Payroll
Payroll

Incorrect personnel no. payroll area Payroll status Released for payroll Released for corrections Exit payroll Check payroll results XX monthly

International Payroll Simulation Release payroll Start payroll Check results Corrections Exit payroll

The different phases within payroll


SAP AG 1999

Maintaining Features

Features: Initial Screen (Transaction PE03)

Containing one or more fields that can be queried in a decision tree

Feature

ABKRS

ABKRS Default values for payroll area Create

Sub-objects Decision tree Structure Persons responsible/status Assign country/component Documentation Display

Queries personnel and data structure fields to determine the return code Feature's administrative data
Change

Countries for which the feature is valid


SAP AG 1999

Information on the structure and the functions

Default Values for Payroll Accounting Area


Edit Feature ABKRS : Decision Tree
Feature Edit Goto Utilities System Help

ABKRS Default Values for Payroll Area

PME04 Field string for feature


Error text

Variable key

Operations

* * ** * 01 * 01 ** * 01 DN * 01 DZ
B

D TCLAS D MOLGA &ABKRS=D2, D PERSK &ABKRS=D2, &ABKRS=D1, &ABKRS=99, &ABKRS=99,

BUKRS MOLGA PERSG PERSK TCLAS TCLAS

Company code Country group Employee group Employee subgroup Transaction class for data storage

*
MOLGA

**
01 Structural graphic PERSK

**

&ABKRS=D2,
R

SAP AG

Maintaining Features (2)


PE03 Enterprise Structure for Wage Type Model

Features: Initial Screen Feature LGMST Planned Payment Specification

Process Feature LGMST: Decision Tree


LGMST LGMST Planned Payment Specification Country Grouping

MOLGA

Sub-objects Decision tree Structure Persons responsible/status Country/component assignment Documentation Display Change

01 Germany 02 Switzerland 10 USA

SUBTY

Subtype

1 02/ Otherwise 1

PERSG Employee group

1 Active employee

SAP AG 1999

Employee Working Time

Payment

Working time

Attendance/absence calculation
SAP AG 1999

Time Recording Options

Internet Workflow

Cross-Application Time Sheet

ESS

Single screen Fast entry List screen Calendar For multiple persons and infotypes

Time Recording Systems

Time Administrators

SAP AG 1999

Time data is stored in time infotypes. The personnel administrator can use various options for recording time data: Single screen: Records one infotype for one employee Fast entry: Records one infotype for several employees List screen: Records several infotype records for one employee Calendar: Records infotypes for a year (annual calendar), a month (monthly calendar), or a week (weekly calendar)
n

Multiple persons and infotypes entry: Records several infotype records for several persons

What is SAP Time Management?

Work schedules Substitutions, availability Time accounts Work on Sundays Other SAP System applications

Work on public holidays


Others

SAP AG 1999 SAP AG

Time Recording Methods

Record only deviations to work schedule


Work schedule = Actual and planned

Doctor's appt

11:00

14:00

2.5 hrs

Record all times


Attendance Doctor's appt Attendance 08:00 11:00 14:00 11:00 14:00 17:00 3 hrs 2.5 hrs 3 hrs Recorded times = Actual Work schedule = Planned

SAP AG 1999

There are basically two different methods for transferring employee time data to the SAP System: Method 1: Record only deviations to the work schedule This method records only employee time data that represents exceptions or deviations to the work schedule assigned to employees. Here you can include the most current data, such as employee illnesses, schedule and record substititutions, and enter annual leave for employees. Method 2: Record actual times This method completely records all actual times, that is, all transactions such as actual working times, absences, and so on. n There are two procedures for recording actual times: Automatic recording Actual times are recorded in front-end time recording systems, uploaded to the SAP System and then processed in SAP Time Evaluation. Manual recording Actual times are manually recorded in the Attendances infotype (2002).
n

SAP Time Management: Required Infotypes


Planned Working Time
11 10 9 8 7 6 5

12

1 2 3 4

Org. Assignment Time Recording Info

Personal Data
Name Date of birth

Employees

Absence Quotas

Always mandatory For time evaluation only

SAP AG 1999

The following infotypes are required for the integration of time management data records: Organizational Assignment (0001) Personal Data (0002) Absence Quotas (2006) to manage employee leave Planned Working Time (0007): The appropriate Time Management status must be stored in this infotype. This status determines whether and how employee time data is to be processed in SAP Time Evaluation or in SAP Payroll. Time Recording Info (0050): This infotype is only used when SAP Time Evaluation is in active use. It allows interface data to be received at the subsystem and additional employee information to be entered for the purposes of time evaluation. Note: The Payroll Status infotype (0003), which the system usually creates when an employee is hired, determines the earliest retroactive accounting date and when time evaluation is to be run next
n

Integration with Other SAP Components


Cross-Application Time Sheet

Logistics
PS PM CS

Master Data

Accounting

Personnel Time Management CO Attendances/Absences Activity Allocation Cost Assignment

Confirmations

Capacity Planning Order Scheduling

Personal Work Schedule Shift Planning

Time Evaluation MMSRV External Services Personnel Time Events Work Time Events Incentive Wages Time Tickets Time Recording Systems

FI

PP PI Confirmations SAP AG 1999

Payroll

Balance Sheet and Sales Revenue Accounts

Working times recorded in the Cross-Application Time Sheet are transferred as attendances to SAP Time Management. These attendances can be allocated as activites in SAP Controlling. Attendances are also transferred to SAP Time Evaluation for further processing. Time balances and time types are formed, which are then transferred to SAP Payroll. Finally, the payroll results are transferred to SAP Accounting. Payroll results are transferred to SAP Payroll. Employee attendances and absences serve as information on employee availability for capacity planning in SAP Logistics. Working times recorded in time recording systems are transferred as personnel time events to time management and processed further in SAP Time Evaluation. Wage types formed are transferred to SAP Payroll.

Work Schedule Models at CAB Company

Salaried Employees
CAB Company

Sales executives Administrators Secretaries Others

Hourly-Wage Earners
Flextime Rotating shifts Part-time workers Others
SAP AG 1999

Warehouse workers Lathe operators Welders Others

Time Recording
Work Schedules
Early Normal Night

+ Employee Time Data


Overtime

Absences
Business trips, actual work performed

Changes in planned working time

Substitutions

Attendances
SAP AG 1999

Personnel Subareas: Control Indicators

Substitutions

Attendances/ absences counting

Attendance/ absence quotas

Early Late Night Off

Personnel Subarea
2000

Work schedules, daily work schedules Availability


SAP AG 1999

Public holiday calendar

Additional Personnel Subarea Groupings

Personnel subarea groupings for: Work schedules Daily work schedules Substitutions and availability types Attendance/absence types Attendance/absence counting Time quotas Time recording ...

Flexible grouping options for each element of time management


Grouping Grouping for for work work schedules schedules

0001

0002

0003

0004

01

02

Grouping Grouping for for attendance attendance and and absence absence types types

0001

0002

0003

0004

01
Grouping Grouping for... for...

SAP AG 1999

Personnel Subarea: Customizing Steps


Display Structure: SAP Reference IMG: Personnel Subarea
Structure Edit Goto Information Utilities Default settings System Help

Expand/collapse

Where else used

Personnel Time Management Work Schedules Personnel Subarea Groupings Set Groupings for the Work Schedule Work Schedules Rules and Work Schedules Define Groupings for the Public Holiday Calendar Time Data Recording and Administration Substitutions Set Personnel Subarea Groupings Absences Absence Catalog Group Personnel Subareas for Attendances/Absences Absence Counting Absence Counting Rules (New) Group Personnel Subareas for Time Quotas

Availability Group Personnel Subareas for Availability Types Managing Time Accounts Using Attendance/Absence Quotas Define Groupings for Time Quotas Group Personnel Subareas for Time Quotas Group Personnel Subareas for Time Quotas . . . SAP AG 1999

Employee Subgroup Steps

Display Structure: SAP Reference IMG: Employee Subgroup


Structure Edit Goto Information Utilities Default settings System Help

Expand/collapse

Where else used

Personnel Time Management Work Schedules Work Schedules Rules and Work Schedules Define Employee SubgroupGroupings Time Data Recording and Administration Absences Absence Catalog Absence Counting Absence Counting Rules (New) Group Employee Subgroups for Time Quotas Attendances Managing Time Accounts Using Attendance/Absence Quotas Define Groupings for Time Quotas Group Employee Subgroups for Time Quotas . . .

SAP AG 1999

Creating Work Schedules

Public Holidays Public Holiday Calendar


Break Schedules

Daily Work Schedules

Variants

Variant Rules

Period Work Schedules Day Types

Work Schedule Rule Generates Monthly Work Schedules

Planned Working Time Infotype (0007)


SAP AG 1999

Work Schedules

2000

Calendar

13 14

20 21

27 28

Working Time

Shift 6:00 a.m. - 2:30 p.m.

Flextime 7:00 a.m. - 6:00 p.m.

SAP AG 1999

The central element in SAP Time Management is the employee's work schedule. The work schedule contains planned specifications of an employee's working time, including breaks. The work schedule is based on a valid public holiday calendar

Public Holidays and Public Holiday Calendar

CAB Company

Personnel Time Management Work Schedules

2000

Determine Public Holiday Classes -> Public holidays -> Public holiday calendar

SAP AG 1999

Different public holidays are celebrated in various parts of the world depending on the specific country, region, religion, city, and so on. In SAP Time Management, public holidays are grouped together in the public holiday calendar. To set up a work schedule, you need a valid public holiday calendar including company-wide public holidays relevant for your enterprise. The factory calendar does not affect the public holiday calendar in any way. n Public holidays and the public holiday calendar can be modified to suit national or regional provisions, or even internal business policy. n You maintain public holidays and the public holiday calendar under either Global Settings or Work Schedules in the IMG for Personnel Time Management.
n

Public Holiday Calendars

2000

Pub. Holiday Calendar

Pub. Holiday Calendar

New Year's Day Epiphany Good Friday Easter Sunday Easter Monday Independence Day

AR AT CA DK GE MX

Argentina Austria Canada Denmark


United Kingdom

Personnel Subarea Headquarters MX Mexico

Mexico

Maintain Public Holidays With fixed date With fixed day of week from date Distance to Easter is Easter Sunday is a movable holiday
SAP AG 1999

Every work schedule is based on a valid public holiday calendar that includes all relevant regional public holidays. n The standard SAP System contains a comprehensive list of international, national, and regional public holidays as well as sample public holiday calendars. n You can define new public holidays and include them in a public holiday calendar. Existing holidays can also be partially modified or simply deleted from a public holiday calendar. n You can delete public holiday calendars that are not used. n The validity of a public holiday calendar is specified by a validity period. n A public holiday calendar is assigned to a personnel subarea. n Public holidays are set up and saved once and then can be copied to various calendars. n Public holidays can have one of the following characteristics: Fixed date Specific date and day of week Distance to Easter (Easter, and certain days before/after Easter) Movable holiday (date not fixed)
n

Determining Public Holiday Classes

Holiday Holiday class class blank blank Holiday Holiday class class 1 1 Holiday Holiday class class 2 2 .. .. ..

Not Not a a holiday holiday Full-day Full-day holiday holiday Half-day Half-day holiday holiday

affects

es s u n Bo

e Leav

DEUTSCHE MARK DEUTSCHE MARK

SAP AG 1999

The public holiday class is used for the selection of time wage types, daily work schedule variants, day types, and for absence counting. In the standard SAP System, the public holiday class 1 is assigned to ordinary full-day public holidays and the public holiday class 2 is assigned to half-day public holidays. Not all public holidays are treated in the same ways. Some collective agreements stipulate different holiday bonuses for working on certain public holidays, such as May 1 (May Day) in Germany, or Thanksgiving in the United Status (fourth Thursday in November). If you want to treat a public holiday differently, you can assign it an alternative public holiday class. You can use a value from 0 to 9 for the public holiday class; 0 or blank is used for days that are not public holidays
n

Certain public holidays may only be relevant in specific religions, that is, the public holiday is observed only by employees of a particular religious group.

Work Schedule Levels


Mo Tu We Th Fr Sa
OFF OFF OFF OFF

Su
OFF OFF OFF OFF

EARLY EARLY EARLY EARLY EARLY LATE NIGHT OFF LATE NIGHT OFF LATE NIGHT OFF LATE NIGHT OFF LATE NIGHT OFF

Early shift: 6:00 a.m. to 2:00 p.m. Day

OFF L

OFF N N N N

Month(s)

L L L L OFF OFF N

Work Pattern (4 weeks)

2000

SAP AG 1999

Work schedules define the work patterns for diverse groups of employees in an enterprise. Employees' contractually agreed to working times are set up in the work schedule. n A valid public holiday calendar is a prerequisite for every work schedule. n Specifications for work schedules are stored at three levels: At the daily level, daily work schedules include the break schedule. You can also include various daily work schedule variants (alternative versions of the daily work schedules). At the weekly level, daily work schedules are arranged into a specific pattern in the period work schedules. At the monthly level, work schedules are created for several calendar months based on a valid public holiday field and a work schedule rule. The work schedule is set up step-by-step in this unit. n Work schedules and daily work schedules can apply to one or more personnel subarea or employee subgroup groupings.
n

Daily Work Schedules and Variants

CAB Company

Personnel Time Management Work Schedules Personnel Subarea Groupings Daily Work Schedules

Work Work Schedules Schedules

Define Break Schedules Define Rules for Variants Define Daily Work Schedules

Daily Daily Work Work Schedules Schedules


Early Late Night Flex Flex A

The smallest unit of the work schedule is the daily work schedule, which contains information on the individual workdays. This information includes breaks and daily work schedule variants

SAP AG 1999

Break Schedules

Break Schedules

Start Fixed Break Variable Break Dynamic Break Overtime Break 22:00 12:00 9:30

End 13:00 10:00 22:10

Unpaid 1:00 0:25 0:25 0:17

Paid

After
(no. hrs)

RefTime Type 1

4.00 O

n The break schedule is assigned to a personnel subarea grouping for daily work schedules. You can assign a break schedule to as many daily work schedules as you require.
SAP AG 1999

Fixed Breaks: Breaks taken at a certain period of time (from 9:00 a. m. to 9:15 a.m., for example) Variable Breaks: Breaks that must be taken at any time within a specific interval. Employees themselves can determine the time when their break begins and ends (an hour break must be taken between 12:00 p.m. and 2:00 p.m., for example) Dynamic Breaks: Breaks taken after a certain number of hours are worked (a 15-minute break must be taken after working 4 hours, for example). In the Reference time (RefTime) field in the flextime working models, you can specify if a dynamic break is to be calculated from the start of planned working time or normal working time. The start of planned working time is preset in the standard SAP System. Dynamic breaks can be defined in more detail in the DYNBR function in time evaluation. Overtime Breaks: Breaks taken when working overtime; they are indicated by the break type O. Breaks taken after midnight (12:00 a.m.) during night shifts are to be assigned to the previous day by activating the previous day indicator (checkbox) in the "P" field. n If work schedules change after they are already assigned to daily work schedules, you must reevaluate the applicable daily work schedules. The IMG contains a utility to complete this task.

Daily Work Schedules

End of core time

Start of core time

Start of core time

11 10 9 8
To le r

12

1 2 3
an c
End of core time

4 7 6 5
To
e

an c

Start of working time


SAP AG 1999

ler

End of working time

A daily work schedule contains the specifications for a workday n These specifications include the start and end of working time, planned working hours, and breaks. You can also indicate whether or not individual overtime approvals are permitted in the daily work schedule. n You can also add various versions to the daily work schedule, a shortened version, for example. These versions are called daily work schedule variants. In the daily work schedule, you can specify whether or not these alternative versions of the daily work schedule are to be included. n Daily work schedules can define fixed or flexible working times (flextime work schedules). n Flextime work schedules contain a period of time within which employees may clock-in and clock-out (recording of actual times). n Core times can also be defined for flextime work schedules, that is, specific times when employees are required to be at work. Daily work schedules can also contain begin or end tolerances. This prevents clock-in/clock-out times that differ only slightly from normal start or end of working time from being interpreted as overtime or working time violations
n

Daily Work Schedule Classes

Valuation Basis Daily Work Schedule Class (0 - 9)

Time Wage Types

Absence Counting

DEUTSCHE MARK DEUTSCHE MARK

SAP AG 1999

A daily work schedule is a description of the duration and location of working time for an employee on any given workday.
n

A daily work schedule class is assigned to a daily work schedule, which is used as the valuation basis for the daily work schedule. Daily work schedule classes have a twofold purpose they specify the conditions and rules for generating time wage types and also determine how absences and attendances are counted.
Use the 0 planned working hours checkbox to indicate daily work schedules containing days off of work. You can assign as many daily work schedule classes as necessary

Daily Work Schedules and Variants

Pu

o H ic l b

a lid

8 hours 4 hours

Regular daily work schedule Variant always used before public holidays

SAP AG 1999

You can also create different versions of the daily work schedule, for example, a shortened version. These versions are called daily work schedule variants. This type of daily work schedule variant could be activated prior to public holidays. n A daily work schedule variant is an alternative version of a daily work schedule. In addition, a daily work schedule variant has the same name as the original daily work schedule, but an additional indicator, a letter or number, distinguishes it from its corresponding daily work schedule. n The daily work schedule variants can be included automatically when generating the monthly work schedules. To do so, you define rules that determine the conditions to be met in order for the daily work schedule variant to be used on a specific day, such as on days preceding public holidays, for example. Example: Employees with flexible working times who work Monday through Friday according to the daily work schedule FLEX work fewer hours than usual prior to public holidays. This scenario can be set up by using a daily work schedule variant. The daily work schedule variant must also be called FLEX, and must include an additional indicator, such as FLEX B oder FLEX 1 to distinguish it from the regular daily working schedule
n

Daily Work Schedules: Variant Rules

Rules to Determine Variants

Rule 01 01

No 01 02

Holiday class b123456789 ..x....... xx. xxxxxxx

Hol.cl.next day b123456789 xxxxxxxxxx xxxxxxxxxx

Weekday 1234567 xxxxxxx ....x..

Variant B B

Selection rule for daily work schedule variants from the daily work schedule

SAP AG 1999

n Rules for daily work schedule variants are each indicated by a 2-digit
number (rule). The daily work schedule specifies which selection rule is used to determine the daily work schedule variant. Therefore, a rule must already exist. A rule can belong to several daily work schedules. Corresponding variants must exist for these daily work schedules, such as FLEX B, NORM B, and so on.

If a rule is applicable, the daily work schedule variant for the corresponding day (the current day) is referenced when the work schedule is generated. Rules are defined for daily work schedule variants depending on the following characteristics: Public holiday class of the current day Public holiday class of the following day Day of the week of the current day n A rule may contain several subrules. In this way, all subrules of the rule are run through until one of them applies. If no subrule is applicable, then no daily work schedule variant is referenced. n Example: For the above variant rule 01, consisting of two subrules, 01 and 02: Subrule 01: A daily work schedule variant with the additional name B is referenced when the current day is a half-day public holiday (public holiday class 2), regardless of whether or not the following day is a public holiday (no matter what public holiday class), and regardless of the day of the week of the current day. Subrule 02: Variant B is referenced when the current day is not a half-day public holiday (all public holiday classes except 2), regardless of whether or not the following day is a holiday (no matter what public holiday class), and if the current day is a Friday (Day 5).
n

Period Work Schedules

CAB Company

Personnel Time Management Work Schedules ... Period Work Schedules

Early Off Night


OFF L L L L L OFF OFF N OFF N N N N

Define Period Work Schedules

Period Period Work Work Schedules Schedules


SAP AG 1999

Period Work Schedules: Work Patterns

Grpg Grpg PWS PWS 01 01 01 01 01 01 01 01 01 01 FLEX FLEX M3 M3 M3 M3 M3 M3 M3 M3

PWS PWS text text Flextime Flextime 3-shift 3-shift operation operation 3-shift 3-shift operation operation 3-shift 3-shift operation operation 3-shift 3-shift operation operation

Wk Wk no. no. 01 01 001 001 001 001 002 002 003 003 004 004

02 02

03 03

04 04

05 05

06 06

07 07 OFF OFF OFF OFF N-11 N-11 OFF OFF OFF OFF

4W 4W 4W 4W 4W 4W 4W 4W

FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX OFF OFF F-11 F-11 F-11 F-11 F-11 F-11 F-11 F-11 F-11 F-11 F-11 F-11 S-11 S-11 S-11 S-11 S-11 S-11 S-11 S-11 S-11 S-11 OFF OFF N-11 N-11 N-11 N-11 N-11 N-11 N-11 N-11 N-11 N-11 OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF

Grouping of daily work schedules into a specific pattern

FLEX: FLEX: Weekly Weekly work work pattern pattern M3: M3: 3-shift 3-shift operation operation over over 4-week 4-week period period

SAP AG 1999

A period work schedule is the basis for generating a monthly work schedule. n A period work schedule consists of a sequence of daily work schedules representing a certain work pattern. n A period work schedule can cover one week or more weeks, or even a part of a week. n The period work schedule is applied to a horizontal time axis (a valid public holiday calendar) that is then "rolled" (repeated) until a month or a longer period of time is completely covered. In other words, the pattern defined in the period work schedule repeats itself continuously. n The personnel subarea grouping for daily work schedules is a group of personnel subareas that use the same daily work schedules, period work schedules, and break schedules.
n

Day Types and Selection Rules

CAB Company

Personnel Time Management Work Schedules ... Day Types

2000 2000

Define day types Define selection rules Define special days

11 10 1
Work Work on on public public holidays holidays Paid Paid on on public public holidays? holidays?
SAP AG 1999

Defining Day Types

Day Types
blank 1 2 3 . . . . . .

Meaning
Work/paid Off/paid Off/unpaid Off/special day

DE UTSCHE MARK DE UTSCHE MARK

SAP AG 1999

The standard SAP System contains four day types:

blank:Day on which an employee works and is paid

1:Day on which an employee does not work, but is still paid


2:Day on which an employee does not work and is also not paid 3:Special day on which an employee does not work and is paid according to payroll rules

Defining Selection Rules


Weekday
Rule 01 with holiday class Gives day type b12 3 4 5 6 7 8 9 11 1 1 1 1 1 1 1

Saturday
b12 3 4 5 6 7 8 9 11 1 1 1 1 1 1 1

Sunday
b12 3 4 5 6 7 8 9 11 1 1 1 1 1 1 1

Assignment in work schedule rule Rule Rule Explanation: Explanation: If If a a day day with with holiday holiday class class "blank" "blank" falls falls on on a a weekday, weekday, the the day day is is considered considered a a paid paid workday. workday. If If a a public public holiday holiday with with holiday holiday class class 1 1 falls falls on on a a weekday, weekday, the the day day is is considered considered a a paid paid day day off. off. If If a a public public holiday holiday with with holiday holiday class class 2 2 falls falls on on a a weekday, weekday, the the day day is is considered considered a a paid paid workday. workday. The The same same rules rules apply apply to to Saturdays Saturdays and and Sundays. Sundays.
SAP AG 1999

Determining Special Days

Day type 3
DEUTSCHE MARK

Rule 01 Assignment in work schedule

Example: Thursday Public holiday Friday Bridge day

SAP AG 1999

Work Schedule Rules and Work Schedules

CAB Company

Personnel Time Management ... Work Schedule Rules and Work Schedules
Define Employee Subgroup Groupings

OFF L L L L L OFF

OFF N N N N N OFF

1999

Define Groupings for the Public Holiday Calendar Set Work Schedule Rules and Work Schedules Generate Work Schedules Manually Generate Work Schedules in Batch

Work? Paid?

SAP AG 1999

Defining Work Schedules: Work Schedule Rules


Work Schedule Rule Average working time Day type rule Infotype 0007 Default Values
Weekday
Rule 01 with holiday class Gives day type b12 3 4 5 6 7 8 9 11 1 1 1 1 1 1 1

Saturday
b12 3 4 5 6 7 8 9 11 1 1 1 1 1 1 1

Sunday
b12 3 4 5 6 7 8 9 11 1 1 1 1 1 1 1

Reference date in period work schedule Starting point in period work schedule
Grpg PWS 01 Flex 01 M3 01 M3 01 M3 01 M3

2000

Reference date Monday, Oct. 16, 2000


Wk no. 001 4W 001 4W 002 4W 003 4W 004

Starting point 009


07 OFF OFF N-11 OFF OFF

PWS text Flextime 3-shift operation 3-shift operation 3-shift operation 3-shift operation

01 02 03 04 05 06 FLEX FLEX FLEX FLEX FLEX OFF F-11 F-11 F-11 F-11 F-11 F-11 S-11 S-11 S-11 S-11 S-11 OFF N-11 N-11 N-11 N-11 N-11 OFF OFF OFF OFF OFF OFF OFF

Important Note: A monthly work schedule generated from January to December of a specific year must also include December of the previous year and January of the subseqent year. A previous and subsequent period must exist for each period to be calculated SAP AG 1999

You can store various rules relating to work on public holidays in the work schedule rule, determined by the selection rules for day types. Day types specifiy whether or not employees must work on public holiday classes and whether they are paid for the work. Use a reference date that falls on a Monday. The starting point detemines the position (location) in the period work schedule at which the work schedule starts. n Several work schedule rules can be based on one period work schedule. You can use a period work schedule for as many public holiday calendars as required. When generating the work schedule, the public holiday calendar stored in the work schedule rule is referenced. n You choose October 16, 2000 (a Monday) as the reference date, and 009 (9th day in the period work schedule) as the starting point. As a result, the LATE shift is valid on October 18, and the individual days before and after the 10th are applied (rolled) according to the period work schedule. n Note: You can use one period work schedule for different work schedule rules in rotating shifts. To do so, you only have to reset the starting point to one week ahead (starting point 001, 008, and so on).

Determining Workdays

When do employees have to work and when are they off?


Planned Hours

=0
Off

=0
(derived from public holiday class)

Day Type

Work
SAP AG 1999

blank

1, 2, 3 ...

Off

Whether or not a day is a day off in the work schedule is based on the following criteria: Planned hours Day type (derived from public holiday class)
n

First, the planned hours are queried in the daily work schedule. If this is 0, then the day is a day off; if not, then the day type is checked. The public holiday class is explicitly checked because the day type is derived from the public holiday class in the corresponding selection rules. In other words, the day type is always determined by the public holiday class. If the day type is not equal to 0, then the day is a day off

Planned Working Time


Public holiday calendar Personnel subarea groupings

Employee subgroup grouping

IT 0001 IT 0007

Organizational Assignment Planned Working Time

Public Holiday Calendar


Daily work schedule

2000

Work schedule rule

Period work schedule

Employee subgroup grouping Public holiday calendar Personnel subarea groupings Work schedule rule

Work schedules

IT 2nnn
SAP AG 1999

Time Infotypes

Planned Working Time


Wk
Planned Working Time (Infotype 0007)
HR master data Edit Goto Utilities

Mo

Tu

We

Th
01

Fr
02 Flex B

Sa
03 Off 09 10 Off 16 17 Off 23 24 Off 30 31 Off

Su
Off Off

04

05 Flex Flex 12 Flex Flex 19 Flex Flex 26 Flex Flex

06 Flex 13 Flex 20 Flex 27 Flex

07 Flex 14 Flex 21 Flex 28 Flex

08 Flex B 15 Flex B 22 Flex B 29 Flex B

Monthly work sch. rule Work schedule rule Work schedule rule FLEX Time Mgmt status Working week Part-time employee

11

Off

18

Off

25

Off

Working time Employment percentage Daily working hours Weekly working hours Monthly working hours Annual working hours Weekly workdays
SAP AG

100,00 7,20 36,00 156,48 1879,20 5,00


Default values of the average no. of working hours taken from the work schedule
R

Connection between Planned Working Time and Basic Pay


Planned Working Time (Infotype 0007)
HR master data Edit Goto Utilities System Help

Basic Pay (Infotype 0008)


HR master data Edit Goto Utilities System Help

Monthly work schedule Work schedule rule Work schedule rule Time Mgmt status FLEX Object ID Capacity util. level Work hours/period Next increase Annual salary 100,00 7,20 36,00 156,48 1879,20 5,00
R

Part-time employee

100,00 156,48

monthly

Working time Employment percentage Daily working hours Weekly working hours Monthly working hours Annual working hours Weekly workdays
SAP AG

Employee Subgroup Grouping for Personnel Calculation Rule

Grouping for personnel calculation rule 1

Hourly wage earners

Payment on hourly basis accordingto personal work schedule Actual working hours used asthe basis

Grouping for personnel calculation rule 3

Salaried employees

Payment based on the number of hours worked per period taken from infotype 0008 (Basic Pay) Basis is the average working hours

SAP AG 1999

Overview - Pay Scale Structure

Coll.Agrmnt
xxxx
DEUTSCHE MARK DEUTSCHE MARK

11 10

12

1 2

9
8 7 4

3 6
5

SAP AG 1999

Pay Scale Data Stored in Basic Pay

Basic Pay (infotype 0008)

Pay scale Contract type PS type PS area PS group Reason Wage types

0 Basic contract 40 Retail 01 CAB Co. K5 Level 01

Object ID Capacity util. level Working hrs period Next increase Annual salary PER
3.874,00 100.00 156.48 monthly

K5

I A Number
I I

Unit

1010 Standard pay 1030 Standard bonus (%)

IndVal.

01.01.1997 - 31.12.9999

3.874,00

++

Entry

1 of 2

SAP AG 1999

Employee Subgroup Grouping for Collective Agreement Provision


Pay scale groups for hourly wage earners

Hourly wage earner (1)

ESG grouping for collective agreement provision

PS group

Level Wage type

Start

End

Amount

1 1 1

G01 G02 G03

10 15 20

Temporary employees (1)


Pay scale groups for salaried employees

Salaried employees (3)

ESG grouping for collective agreement provision

PS group

Level Wage type

Start

End

Amount

3 3 3

A01 A02 A03

1000 2000 3000

Trainees (3)

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Define Pay Scale Type and Area

Pay scale type

Pay scale area

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Assign Pay Scale Type/Area to Personnel Subarea

Personnel subarea I

Personnel subarea II

PS area I
SAP AG 1999

Retail

Pay scale area II

Metal

Default Pay Scale Data using Feature TARIF

Hourly wage earner


Coll.Agrmnt

Non-pay scale employee


Coll.Agrmnt

Salaried employee
Coll.Agrmnt

Pay scale type: Metal PS area I

Pay scale type: Inhouse PS area I

Pay scale type: Retail PS area I

SAP AG 1999

Pay Scale Groups and Levels

Entries for

Country grouping Pay scale type Pay scale area


Continue

ESG grouping for collective agreement provision 1 1 3 3


SAP AG 1999

PS group

Level

Wage type

Start

End

Amount

G01 G02 A01 A01 01

10 20 1000 1500

Employees' Payments and Deductions

Additional Payments Recurring Payments and Deductions Basic Pay

Wage types

Payroll
SAP AG 1999

Setting Up Wage Types

1st step

Dialog characteristics
How wage types behave when they are entered

into infotypes.
Modifications required to meet customer specific

2nd step

requirements. Wage type valuation


Processing in payroll. Modifications required to meet customer specific

requirements. Payroll
Wage types are processed according to a set of rules

assigned to the wage type valuation.


The Payroll Driver is told how to process the

wage type based on the characteristics assigned to it.

SAP AG 1999

In the Human Resources system you need wage types to pay employees. In the SAP system there are two main categories: Primary or dialog wage types Technical wage types n Primary or dialog wage types are defined by each individual company so that they can depict the company's specific payroll requirements. The SAP R/3 System contains examples of primary/dialog wage types in a sample wage type catalog. For example MA10, standard pay. These example wage types are called Model Wage Types n The SAP R/3 System also contains technical wage types. These can be identified easily as they have a "/" as the first character. Wage type characteristics for technical wage types do not require any additional maintenance as the system defines their value during payroll processing. Technical wage types are not included in an employee's master data

The Payment Structure's Dialog Characteristics in the SAP System


List of wage types:
Standard pay and

bonus pay Standard pay Non-pay scale salary Vacation allowance Christmas bonus Special payments

Personnel Management Personnel Administration Payroll Data Basic Pay (Example) Wage Types Creating a Wage Type Catalog Check Wage Type Group 'Basic Pay' Check Wage Type Catalog Employee Subgroups for Primary Wage Type Personnel Subareas for Primary Wage Type Define Wage Type Permissiblity for each PS and ESG Enterprise Structure for Wage Type Model Revise Default Wage Types Define Valuation of Base Wage Types Determine Indirect Valuation for Positions/Work Centers

Additional wage types for the production plant in Hamburg Hourly wage and bonus Bonus related to work center Overtime 50% Clothing allowance Dirty work bonus
SAP AG 1999

Overview - Dialog Characteristics

How? Direct/indirect valuation?

How often? Once/more than once?

To whom? Industrial workers/ salaried EEs?

Where? Basic pay/ EE remun. info.

Wage types

SAP AG 1999

Before an employee's pay can be calculated, wage types must be created. n Wage types have the following functions: Check permissibility of wage and salary types for each company code and personnel area for each employee group and subgroup for each infotype In infotypes that have wage types as subtypes, the time constraint defines how often a wage type may exist at a certain point in time. The operation indicator controls whether a wage type is a payment or a deduction. The input combination controls which of the fields must be filled when you enter a wage type amount, number, unit of time/measurement. A wage type can be valuated indirectly if you enter a module name, module variant and a rounding indicator. The amount is then automatically read from the corresponding tables and does not need to be entered and stored in the Basic Pay infotype (0008)

Creating a Wage Type Catalog


Choose a maintenance method: Copy - sample wage types to customer wage types Delete - customer wage types Completeness check - do they exist in wage type valuation?

Wage type group 0008 Basic Pay Sample Wage type Wage type text MXXX Standard pay MYYY Standard bonus MZZZ Standard bonus (%)

Customer Wage type 1010 1020 1030

Wage type text Standard pay customer Bonus customer Bonus (%) customer

Wage type group


Assignment of wage type to wage type text

Wage type characteristics


Wage type MXXX MYYY MZZZ 1010 1020 1030 Wage type text

Permissibility of wage types


Wage type Wage type text Standard pay Standard bonus Bonus (%) Standard pay customer Bonus customer Bonus (%) customer

Wage type MXXX MYYY MZZZ 1010 1020 1030

Wage type text Standard pay Standard bonus Bonus (%) Standard pay customer Bonus customer Bonus (%) customer Standard pay Standard bonus Bonus (%) Standard pay customer Bonus customer Bonus (%) customer

MXXX MYYY MZZZ 1010 1020 1030

SAP AG 1999

Using Wage Type Groups (Example)

Wage type group

0008

Basic Pay

Wage type group

0210

EE renum. info

Assignment of wage type to wage type groups Wage type 1010 1020 . . . . Wage type text Standard pay Standard bonus

Assignment of wage type to wage type groups Wage type 2010 2020 . . . . Wage type text Overtime Overtime Sunday

Wage type valuation Logical view for processing classes Create logical view for valuation basis remove 01 Assignment to valuation basis Valuation basis 1st Derived wage type Valuation basis 2nd Derived wage type Valuation basis
SAP AG 1999

1 Wage type is included in valuation basis

01 01

Statement wage type

2010 2020

% % %

100 50

Defining Wage Type Permissibility for Infotypes

Basic Pay (0008)

Membership Fees (0057)

Recurring Payments/ Deductions (0014)

Additional Payments (0015)

Leave Compensation (0083)

EE Remuneration Info (2010)

SAP AG 1999

Wage Type Permissibility for Several Infotypes

Recurring Payments/ Deductions (0014)


Performance bonus Union contribution

Additional Payments (0015) Membership Fees (0057)

SAP AG 1999

Input Frequency for Wage Types in Infotypes

Wage type can be entered once per payroll period

Wage type can be entered more than once per payroll period

Payroll period 01
Car allowance

Additional Payments (0015) Additional Payments (0015)

Voluntary special payments

Voluntary special payments

SAP AG 1999

Checking Wage Type Characteristics

Validity period?

Unit: - Hours - Day - %?

Payment or deduction ?

Indirect/ direct valuation?

Minimum/ maximum wage type amount?


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Can amount be overwritten?

Employee Grouping for Primary Wage Types

Hourly wage earners

Hourly wage

Hourly wage bonus Temporary personnel

Salaried employees

Standard pay

Trainees

Standard pay bonus

SAP AG 1999

Personnel Subarea Groupings for Primary Wage Types

Personnel subarea 1

Personnel subarea 2

Wage types X

Personnel subarea 3

Personnel subarea 4

Wage types Y

SAP AG 1999

Wage Type Permissibility for each Personnel Subarea and Employee Subgroup

Enterprise structure
Personnel subarea grouping for primary wage type

Personnel structure
Employee subgroup grouping for primary wage type

Start date Wage type MXXX Standard pay 01.01.1998

End date 31.12.9999

Employee subgroup grouping 0 1 2 3 4 5 6 7 8 9 Position

1 1
Personnel subarea 0 1 2 3 4 5 6 7 8 9 Position

Blank 1 2

= = =

not permissible permissible permissible with warning

SAP AG 1999

Valuation of Wage Types

2000

Direct
The administrator manually enters the wage type amount in the infotype.

Indirect
The system automatically enters the wage type amount in the infotype.

Indirect valuation is not one of the characteristics of these wage types.


SAP AG 1999

Indirect valuation is one of the chacteristics of these wage types.

Module for Wage Type Characteristics (Indirect Valuation)

Wage type characteristics

TARIF
Pay scale groups and levels

PRZNT SUMME
Basic wage type valuation

ARBPL
Valuation using positions

0015 Additional Payments Wage type xxx,xx I 0014 Recurring Payments Wage type xxx,xx 0008 Basic Pay Wage type xxx.xx I I

SAP AG 1999

Define Default Wage Types


Feature LGMST MOLGA
01 10 12 Define default wage types

Which country grouping ?

PERSG
1 2

Which employee group ?

PERSK

Which employee subgroup ?

Hourly Salaried employee wage earner

Define default wage types for Basic Pay Salaried employee 1010 Salaried employee 1020
SAP AG 1999