This segment from our 196 page Basic HR Personnel Administration manual is being made available as a sample of our

training manuals. Please contact David.Haynes@ERPtips.com if you have any SAP training needs, or visit www.ERPtips.com for more information.
Written by Nancy Unhoch Published by Klee Associates, Inc.
Copyright Klee Associates, Inc., 2010

Hire PA40
Processing a new hire requires the use of PA-40 Personnel Actions. Depending on how your company has configured SAP, other high-level actions can be executed via PA-40.

Demonstration: Processing a New Hire

1. Execute the transaction Menu Path: Human Resources Personnel Management Administration HR Master Data PA40 Personnel Actions Transaction Code: PA40 Personnel Actions

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Complete the data as shown in the following screen shot and table.

Field Personnel No Start

Value 80901 01/01/2010

1. Click the selection box 2. Click Execute .

to highlight the Hire action.

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Complete the data as shown in the following screen shot and table.

Field Title Last name First name Birth date Gender

Value Mr. Jones Evan 09/07/1955 Male The system auto assigns gender based on the Title selected.

Reason for Action Position Personnel Area Personnel Subarea EE group EE subgroup

New Hire 50009452 Chicago Chicago Active Senior staff

1. Click Enter

Notice the SSN field appears.

Complete the data as shown in the following screen shot and table.

Field SSN

Value 382749581

2. Click Save

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Complete the data as shown in the following screen shot and table.

Field Mar(ital) Status Since (date of marriage) No. child(ren)

Value Married 10/2/1976 3

1. Click Enter

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Notice that the Start date has changed to reflect the employee's birthdate.

2. Click Save

Complete the data as shown in the following screen shot and table.

Field First name Gender Birth date SSN Street City/State Zip/Country Telephone number

Value Peter Male 05/05/1978 209387217 1754 East Maple Ave Cleveland/OH 44108-1744/US 440-555-9836

1. Click Enter 2. Click Save

. .

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Complete the data as shown in the following screen shot and table.

Field First name Gender Birth date SSN Street City/State Zip/Country Telephone number

Value Paul Male 05/05/1978 209387218 3499 Holly Lane Cincinnati/OH 45208-1004/US 513-555-1248

1. Click Enter 2. Click Save

. .

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Complete the data as shown in the following screen shot and table.

Field First name Gender Birth date SSN Street City/State Zip/Country Telephone number

Value Mary Female 07/04/1980 209387220 11298 S Central Avenue Chicago/IL 60803-3412/US 708-555-9473

1. Click Enter 2. Click Save

. .

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Complete the data as shown in the following screen shot and table.

Field First name Gender Birth date SSN Street City/State Zip/Country Telephone number

Value Melissa Female 12/31/1955 837590334 11398 S Central Avenue Chicago/IL 60803-3413/US 708-555- 2345

1. Click Enter 2. Click Save

. .

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1. Verify the derived organizational assignment data is correct. 2. Click Enter 3. Click Save . .

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1. Double-click Home Address.

Complete the data as shown in the following screen shot and table.

Field Street City/State Zip/Country Telephone number Communications Type Telephone number

Value 11398 S Central Avenue Chicago/IL 60803-3413/US 708-555-2345 Cell 708-555-2369

1. Click Enter 2. Click Save

. .

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1. Verify the derived work schedule is correct. 2. Click Enter 3. Click Save . .

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Complete the data as shown in the following screen shot and table.

Field PS group Level Annual salary

Value GRD02 3 128,000.00

The system calculates the annual salary from the period salaries and vice versa depending on the field in which you enter or change an amount. The calculation is based on the system settings as defined by your company.

1. Click Enter 2. Click Save

. .

1. Verify the derived benefits data is correct.

This Infotype cannot be changed or saved due to insufficient benefit program setup in the training environment.

2. Click Next screen

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Hire PA40

1. Click

Complete the data as shown in the following screen shot and table.

Field Bank details type Postal Code/City

Value Main Bank 60803-3411/Chicago

1. Click the Bank key match code.

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Complete the data as shown in the following screen shot and table.

Field Bank name

Value Bank of America

1. Click Continue (Enter)

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1. Double-click the second location.

Complete the data as shown in the following screen shot and table.

Field Bank Account Payment method

Value 100193895876 Bank transfer

1. Click Enter 2. Click Save

. .

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1. Click Next record

1. Click

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1. Click Next record

1. Click Next record

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1. Click Next record

1. Verify the derived contract data. 2. Click Enter 3. Click Save . .

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Complete the data as shown in the following screen shot and table.

Field Task Type Date of Task Lead/Followup Time

Value Accept default Accept default 7/Days/Lead time: Reminder takes place before task date/deadline

1. Click Enter

The system auto-populates the Reminder Date.

You can also enter the Reminder Date directly.

2. Click Save

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1. Click Next record

Click

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1. Click Next record

You have successfully completed a new hire action.

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Exercise: Processing a New Hire

Follow the steps in the demonstration to hire a new employee into one of the Senior Safety Specialist positions you created in Unit 3: Organizational Management Expert Mode. Use the following data:

HR Master Data
Field Personnel No Value 809XX Replace XX with the two-digit number assigned to your workstation. Start 01/01/2010

Hire
Field Title Last name First name Birth date Gender Reason for Action Position Value Mrs. Your choice Your choice Your choice Female New Hire Senior Safety Specialist 1XX Be sure to select a position that ends with the last two digits assigned to your work station. Personnel Area Personnel Subarea EE group EE subgroup SSN Chicago Chicago Active Salaried staff 3827495XX Replace XX with the two-digit number assigned to your workstation.

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Create Personal Data

Field Mar(ital) Status Since (date of marriage) No. child(ren)

Value Married Your choice 2

Create Family Members/Dependents: Child #1

Field First name Gender Birth date SSN

Value Your choice Your choice Your choice 2093872XX Replace XX with the two-digit number assigned to your workstation.

Street City/State Zip/Country Telephone number

Your choice Your choice Your choice Your choice

Create Family Members/Dependents: Child #2

Field First name Gender Birth date SSN

Value Your choice Your choice Your choice 2093873XX Replace XX with the two-digit number assigned to your workstation.

Street City/State Zip/Country Telephone number

Your choice Your choice Your choice Your choice

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Create Family Members/Dependents: Spouse

Field First name Gender Birth date SSN

Value Your choice Your choice Your choice 2093874XX Replace XX with the two-digit number assigned to your workstation.

Street City/State Zip/Country Telephone number

Your choice Your choice Your choice Your choice

Create Addresses: Home Address

Field Street City/State Zip/Country Telephone number Communications Type Telephone number

Value Your choice Your choice Your choice Your choice Cell Your choice

Create Basic Pay

Field PS group Level Annual salary

Value GRD01 2 43,000.00

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Change Bank Details

Field Bank details type Postal Code/City Bank name Bank Account

Value Main Bank 60803-3411/Chicago Bank of America 1001938958XX Replace XX with the two-digit number assigned to your workstation.

Payment method

Bank transfer

Create Monitoring of Tasks

Field Task Type Date of Task Lead/Followup Time

Value Accept default Accept default 7/Days/Lead time: Reminder takes place before task date/deadline

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Legal Speak:

Purchase of this book or acquisition at an ERPtips class, constitutes an implied agreement by the purchaser to a limited, license granted to the purchaser by Klee Associates, Inc., specifically for purposes limited to improving your personal knowledge of SAP software which does not in any way compete with Klee Associates. This manual is protected by copyright law, and is sold or is part of an ERPtips class with the following conditions: The manual will be used for your personal professional development. The manual will not be physically copied for distribution to other individuals or converted to an electronic copy for distribution to other individuals, unless copyright permissions for copying have been acquired from Klee Associates, Inc. The manual will not be used to conduct training classes by you or other individuals, without the written permission of Klee Associates, Inc. Inclusion of the concepts in this book in any internal client training material is allowed if the source of the concepts is acknowledged as follows:

Copyright 2010 All rights reserved. Used with permission. Klee Associates, Inc.

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