First Steps in SAP FI Configuration - Ann Cacciottoli

PROJECT ITQAN
ITQAN SAP Human Capital Management

(SAP HCM)
SAP Human Capital Management
Time Management
(SAP HCM)
Page 1 of 51
Training Manual
SAP HCM TM TRAINING MANUAL
Contents
1. INTRODUCTION ............................................................................................................................................ 1
2. TRAINING OBJECTIVES .................................................................................................................................. 1
2.1. TARGET AUDIENCE ......................................................................................................................................1

2.2. PROCEDURES EXECUTION ...........................................................................................................................1
3. TIME MANAGEMENT PROCESSES ................................................................................................................. 2
3.1. CHANGE AND DISPLAY WORK SCHEDULE ...................................................................................................2

3.2. PERSONAL WORK SCHDULE ........................................................................................................................9
3.3. MAINTAINING TIME DATA ........................................................................................................................13
3.4. PAID / UNPAID LEAVE ...............................................................................................................................16
3.5. FAST ENTRY ...............................................................................................................................................23
3.6. ATTENDANCE/ABSENCE DATA OVERVIEW ...............................................................................................26
3.7. QUOTA GENERATION .....................................................................................................................................30
3.8. QUOTA OVERVIEW ...................................................................................................................................32
3.9. DISPLAY ABSENCE QUOTA INFORMATION ................................................................................................34
3.10. CHANGE WORK SCHEDULE FOR RAMADHAN (INFOTYPE 2003)................................................................41
4. REPORTS ..................................................................................................................................................... 46
4.1. CUMULATED TIME EVALUATION RESULTS: TIME BALANCES / WAGE TYPES ............................................46
Page 2 of 51 SAP HCM TM TRAINING MANUAL

1. INTRODUCTION
This training manual will describe all the procedures on the system that are performed
within a day or routinely. For these procedures, we will provide a detailed explanation and after
the completion of this training, you will be able to handle professionally these daily procedures.
2. TRAINING OBJECTIVES
Upon completion of this course, process users will be familiar and know the following activities:
 Record Working time and Processing
o Create Work/ Shift schedules
o Change Work/ Shift schedules
o Display Work/ Shift schedules
 Master data
This process describes the methods available to enter employees’ time data in WFI
Time entry process covers below business scenarios:
o Personal Work Schedule
o Attendance/Absence data overview
o Quota Overview
o Cumulated Time Evaluation Results
o Display Absence Quota Information
 Processing Time This includes:
o Maintaining time data
o Absence Administration`
2.1. TARGET AUDIENCE
Key/process users of Time Management
2.2. PROCEDURES EXECUTION
Tips and Tricks

 Use CHECK mark or press ENTER key to refresh screen.
 Save [Ctrl +S]: allow you to save the data added or changed.
 Back [F3]: allow you to go back to the previous screen.
 Cancel [Shift + F2]: allow you to cancel the current action being performed.
 Exit [Shift + F3]: allow you to return to the main menu.

3. TIME MANAGEMENT PROCESSES
3.1. CHANGE AND DISPLAY WORK SCHEDULE

SCINARIO
In this processes we will explain and go through the system steps to how we change work
schedule, in order to change work schedule for any person.
This is another way to do process 4.3 in this manual.
PROCESS DETAILS
PROCESS HCM_TM_013
Human Resources  Personnel Management  Administration  HR

MENU PATH
Master Data  Maintain
TRANSACTION
PA30
CODE
PROCEDURE
3.1.1. Change Work Schedule
Step Action
1. PA30 is now entered in the Transaction box.

Step Action
2. Enter Personnel no.
Step Action
3. Enter 7 in Infotype field

Step Action
4. Click Change .
Step Action
5. Enter 1/5/2015 in Start field

Step Action
6. Clicking Work schedule rule Input Help .
Step Action
7. Select Work schedule rule CHRT000 from the list
8. Click Save .

3.1.2. Display Work Schedule
Step Action
Step Action

Step Action
3. Enter 7 in Infotype field.
Step Action
4. Click Display .

Step Action
5. Back is double-clicked..

3.2. PERSONAL WORK SCHDULE
SCENARIO
In this processes we will explain and go through the system steps to how we check Personal
work schedule
PROCESS DETAILS
PROCESS HCM_TM_006
MENU PATH Human resources  Human Resources  Time Management 

Administration  Information System  Report Selection  Work
Schedule Personal Work Schedule
TRANSACTION PT63
CODE
PROCEDURE
Step Action
1. PT63 is now entered in the Transaction box.

Step Action
2. Click Other period .
Step Action
3. Enter 14/2/2014 in Period field.

Step Action
4. Enter 14/12/2015 in the To field.
Step Action
5. Enter 58 in the Personnel Number field .

Step Action
6. Click Execute .

3.3. MAINTAINING TIME DATA
SCENARIO
In this processes we will explain and go through the system steps how we maintain Time
related data.
PROCESS DETAILS
PROCESS HCM_TM_010
TRANSACTION
PA61
CODE
PROCEDURE
Step Action
Step Action

Step Action
3. Click on Absences
Step Action
4. Click Create .
Step Action
5. Select 0005 Marriage leave from the list

Step Action
6. Enter 15/12/2015 in the From field.
7. Enter 18/12/2015 in the TO field.
Step Action
8. Click Save .

3.4. PAID / UNPAID LEAVE
SCINARIO
In this processes we will explain and go through the system steps how to make a paid leave and
unpaid one.
PROCESS DETAILS
PROCESS HCM_TM_011

MENU PATH
TRANSACTION
PA30
CODE
PROCEDURE
3.4.1. Paid Leave
Step Action

Step Action
2. The Personnel no. field is filled out.
Step Action

Step Action
4. Click Create .You can also press F5.
Step Action
5. Select 0001 Annual Leave from the list
Step Action

Step Action
7. Enter 29/1/2016 in To field
Step Action
8. Click Save .You can also press Ctrl+S.
Step Action
9. Click Continue .

3.4.2. Unpaid Leave
Step Action
Step Action
2. Enter 20 in Personnel no. field.
Step Action

Step Action
4. Click Create .
Step Action
5. Select 0011 Unpaid Leave from the list

Step Action
Step Action
7. Enter 25/1/2016 in To field
8. Click Save .

3.5. FAST ENTRY
SCINARIO
In this processes we will explain and go through the system steps how to use the fast entry. In
this process we will demonstrate giving food allowance to multiple employees at once using
fast entry.
PROCESS DETAILS
PROCESS HCM_TM_012
TRANSACTION
PA71
CODE
PROCEDURE
Step Action

Step Action
2. Select Today
Step Action
3. Choose Absence

Step Action
4. Click Create .You can also press F5.
Step Action
5. Enter Personnel number
Step Action
6. Enter type And start date &end date
7. Click Save .

3.6. ATTENDANCE/ABSENCE DATA OVERVIEW
SCINARIO
In this processes we will explain and go through the system steps to how we
Attendance/Absence data overview
PROCESS DETAILS
PROCESS HCM_TM_007
Human resources  Human Resources  Time Management 

MENU PATH Administration  Information System  Report Selection  Work
Schedule Attendance/absence data overview
TRANSACTION PT64
CODE
PROCEDURE
Step Action

Step Action
2. Enter 14/2/2014 in the Data Selection Period field
Step Action
3. Enter 14/12/2014 in the To field.

Step Action
4. Enter Personnel Number field
Step Action
5. Select the fields as shown in the Screen shot

Step Action
6. Click Execute .

3.7. Quota Generation
SCINARIO
In this processes we will generate Quota based on the employee’s Date of Joining
PROCESS DETAILS
PROCESS HCM_TM_009

MENU PATH Administration  Time Data  Time Evaluation
TRANSACTION PT60
CODE
Step Action
PT60 is now entered in the Transaction box.
Take Personnel Number
Put the date of the joining (With Current year)
1. Put Joining date +1 Year
For test run tick the “Display Log” and “Test Run”
To update Info type 2006 un tick it

Step Action
Go to PA30
1. Infotype 2006 and subtype 01 and check the Overview about the Quota Generation

3.8. QUOTA OVERVIEW
SCINARIO
In this processes we will explain and go through the system steps how we check Quota
overview
PROCESS DETAILS
PROCESS HCM_TM_008

MENU PATH Administration  Time Data  Quota Overview
TRANSACTION PT50
CODE
PROCEDURE
Step Action
Step Action
3. Enter 41 in Personnel No. field

Step Action
4. Clicking the Absence quotas tab selects it.
Step Action
5. Clicking the Absence quotas tab selects it.

3.9. DISPLAY ABSENCE QUOTA INFORMATION
SCENARIO
In this processes we will explain and go through the system steps how we Display Absence
Quota Information
PROCESS DETAILS
PROCESS HCM_TM_009

MENU PATH Administration  Information System  Report Selection  Time
Accounts  Display Absence Quota Information
TRANSACTION PT_QTA10
CODE
PROCEDURE
Step Action
1. pT_qta10 is now entered in the Transaction box.

Step Action
2. Enter 14/11/2015 in From field .
3. Enter 14/12/2015 in To field .
Step Action
4. Enter Personnel Number

Step Action
5. Click All selected EEs .
Step Action
6. Click Execute .You can also press F8.

Step Action
7. Click Pers.No. .
Step Action
8. Click Print preview .
Step Action
9. Select Employee

Step Action
10. Click Back .
Step Action
11. Click Spreadsheet... .You can also press Shift+F4.
Step Action
12. Click Continue .

Step Action
13. Select location and then Click Save .
Step Action
14. Click Allow .

3.10. CHANGE WORK SCHEDULE FOR RAMADHAN (INFOTYPE
2003)
SCINARIO
In this processes we will explain and go through the system steps to how we change work
schedule, in order to change work schedule for any person.
This is another way to do process 4.3 in this manual, put for doing the change to month of
Ramadan.
PROCESS DETAILS
PROCESS HCM_TM_014

MENU PATH
TRANSACTION
PA30
CODE
PROCEDURE
Step Action

Step Action
Step Action
3. Enter 2003 in Infotype field.

Step Action
4. Click Create .
Step Action
5. Enter 1/12/2015 in From field.
6. Enter 29/12/2015 in To field.

Step Action
7. Click on Daily Work schedule Input Help .

Step Action
8. Select from the list
9. Click Save .

4. REPORTS
4.1. CUMULATED TIME EVALUATION RESULTS: TIME BALANCES / WAGE TYPES
This report creates a list of the day balances, cumulated balances (period balances), or
the time wage types determined by time evaluation. You can check, for example, what balances
are formed for each organizational unit. The report can also be used to check value limits set for
time and wage types in Customizing.
Transaction Path
Human Resources  Time Management  Administration 

Menu Path Information System  Report Selection  Time Accounts  Cumulated
Time Evaluation Results: Time Balances/Wage Types
Transaction Code PT_BAL00
Procedure
1. On the Cumulated Time Evaluation Results selection screen, provide the following flexibility:
Period Section
Choose one of the date period selections that applicable from the list.
Field Name Field Description R/O/C User Action and Comments
Values
Other Employee’s data as of today’s O
period date
Current Employee’s data as of current O
Month month

Current Employee’s data as of current O
Year year
Up to Employee’s data starting from O
Today the hire date up to today’s date
From Employee’s data starting from O
Today today’s date up to any future
transaction date.
Other Employee’s data on a certain O Choose this default
Period period or date range. For value as Period
example, 14/11/2015 to selection, and
14/12/2015 populate
14/11/2015 to
14/12/2015
Payroll Alternative period selection O
Period based on Payroll Period date
button criteria
Selection Section
Provide the following entries on this section of selection screen
Field Name Description R/O/C User Action and Values Comments
Personnel Employee number or ID O  Enter Employee
Number number
58
Time Time data administrator O
recording that are assigned to
administrator group of employees
Further Provides list of O  Choose the fields on
Selections employee master data Selection Options area
button criteria that can be by highlighting the
included as part of rows
Selection Section in  Choose the Select or
addition to Personnel Right arrow button to
Number and move the selected
Employment Status rows to Selection Fields
entry fields area
 Choose Enter button
to complete the
selection

 The additional
selected employee
master data criteria
are displayed on the
Selection section
 Provide the necessary
values that relevant to
the additional master
data field entries to
meet the expected
data output
Org. Structure Provides list of O  Expand the
button organization structure organization structure
that employees’ belong to find the desired
to as one of the report organization units
output selection criteria  Select the checkbox
next to the desired
organization units
 Choose the Continue
or Green Check button
to complete and close
the Choose
Organization Unit
window
Selection Conditions Section

Field Name Field Description R/O/C User Action Comments
and Values
Radio button – Daily The report reads the results of O
Balances time evaluation from table ZES
for the day balances
Radio button – The report reads the results of O Choose this

Cumulated time evaluation from table default
Balances SALDO for the period balances value

Radio button – The report reads the results of O
Time Wage Types time evaluation from table ZL
for the time wage types
Value Limits (hours) for time/wage types Section

Field Name Description R/O/C User Action Comments
and Values
Checkbox – Take Option to checks the value O
account of value limits that you set in the limit
limits (hours) feature for individual time
types or wage types
Data Format Section

Field Name Description User Action and Values
Layout Specific report output format
2. Choose the Execute button

3. Result

First Steps in SAP FI Configuration - Ann Cacciottoli

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

First Steps in SAP FI Configuration - Ann Cacciottoli

Uploaded by

Copyright:

Available Formats

PROJECT ITQAN

ITQAN SAP Human Capital Management

2. TRAINING OBJECTIVES .................................................................................................................................. 1

2.1. TARGET AUDIENCE ......................................................................................................................................1

3. TIME MANAGEMENT PROCESSES ................................................................................................................. 2

3.1. CHANGE AND DISPLAY WORK SCHEDULE ...................................................................................................2

Page 2 of 51 SAP HCM TM TRAINING MANUAL

2.1. TARGET AUDIENCE

Key/process users of Time Management

2.2. PROCEDURES EXECUTION

Tips and Tricks

Page 1 of 51 SAP HCM TM TRAINING MANUAL

3.1. CHANGE AND DISPLAY WORK SCHEDULE

This is another way to do process 4.3 in this manual.

Human Resources  Personnel Management  Administration  HR

3.1.1. Change Work Schedule

1. PA30 is now entered in the Transaction box.

Page 2 of 51 SAP HCM TM TRAINING MANUAL

2. Enter Personnel no.

3. Enter 7 in Infotype field

Page 3 of 51 SAP HCM TM TRAINING MANUAL

5. Enter 1/5/2015 in Start field

Page 4 of 51 SAP HCM TM TRAINING MANUAL

6. Clicking Work schedule rule Input Help .

7. Select Work schedule rule CHRT000 from the list

Page 5 of 51 SAP HCM TM TRAINING MANUAL

1. PA30 is now entered in the Transaction box.

2. Enter Personnel no.

Page 6 of 51 SAP HCM TM TRAINING MANUAL

3. Enter 7 in Infotype field.

Page 7 of 51 SAP HCM TM TRAINING MANUAL

Page 8 of 51 SAP HCM TM TRAINING MANUAL

MENU PATH Human resources  Human Resources  Time Management 

1. PT63 is now entered in the Transaction box.

Page 9 of 51 SAP HCM TM TRAINING MANUAL

2. Click Other period .

3. Enter 14/2/2014 in Period field.

Page 10 of 51 SAP HCM TM TRAINING MANUAL

4. Enter 14/12/2015 in the To field.

5. Enter 58 in the Personnel Number field .

Page 11 of 51 SAP HCM TM TRAINING MANUAL

Page 12 of 51 SAP HCM TM TRAINING MANUAL

1. PA61 is now entered in the Transaction box.

2. Enter Personnel no.

Page 13 of 51 SAP HCM TM TRAINING MANUAL

5. Select 0005 Marriage leave from the list

Page 14 of 51 SAP HCM TM TRAINING MANUAL

6. Enter 15/12/2015 in the From field.

7. Enter 18/12/2015 in the TO field.

Page 15 of 51 SAP HCM TM TRAINING MANUAL

Human Resources  Personnel Management  Administration  HR

3.4.1. Paid Leave

1. PA30 is now entered in the Transaction box.

Page 16 of 51 SAP HCM TM TRAINING MANUAL

2. The Personnel no. field is filled out.

Page 17 of 51 SAP HCM TM TRAINING MANUAL

4. Click Create .You can also press F5.

5. Select 0001 Annual Leave from the list

6. Enter 30/12/2015 in Start field

Page 18 of 51 SAP HCM TM TRAINING MANUAL

7. Enter 29/1/2016 in To field

8. Click Save .You can also press Ctrl+S.

Page 19 of 51 SAP HCM TM TRAINING MANUAL

1. PA30 is now entered in the Transaction box.