Topic 11: Organizational Management (OM)

Organizational management deal with Jobs, Positions, Reporting Structure/ Relationships. Assignment of Task and Cost center.

OM also deal with organizational units and sub-units.

Organizational Units

S.No Org.Unit Org. Unit Text

1 HACL Hyderabad Agrichemical Ltd

Organizational Sub-Units

S.No Org.Sub-Units Org. Sub-unit Text

1 OPER Operational

2 MARK Marketing

3 COMM Commercial

Here Organisational Units and Sub-units are not part of Employee

structure (personnel areas and Sub-areas)

*** Units & Sub-units are used for reporting structure and

defining Jobs & Position.

Example

Exeutives are reports to Manager

Manager reports to G.M

and follows .......then C.E.O

Here look at the same example in other way.

Sales Executives are Reports to Sales Manager

HR Executives are Reports to HR Manager

Customer services Executives are Reports to BPO Manager

Here Sales employees are belongs to Sales office (Branch) in Pune.

BPO employees are belongs to BPO office (Branch) in Bangalore.

And HR employees are belongs to Corporate office in Mumbai.

Here Executives, Manager, GM, CEO are Jobs

Sales Executives...., HR Managers....are Positions

Sales office, Corporate office...are Sub-units

And Main company is your Organizational unit.

JOBS Jobs are classifications of functions in an enterprise, which are

defined by the assignment of characteristics. Jobs serve as job descriptions that apply to several positions with similar tasks or

characteristics.

JOBS CODE JOBS TEXT

MD Managing Director

GM General Manager

MGR Manager

AMGR Asst. Manager

DMGR Dy. Manager

EXE Executive

SRE Sr.Executive

SUP Supervisors

OFR Officer

OPER Operator

CHEM Chemist

CLER Clerk

HEL Helper

OPER Operator

TRAN Trainee

Positions are the specific occurrences of a particular job. Typically, there is a one-to-one relationship between employees

and positions although it is possible to link more than one employee to one position (e.g. additional responsibilities). Position to

organization units -to-organization unit link indicates organizational hierarchy.

Jobs Position No. Of Employees

MD Managing Director 1

GM

General Manager Operations 1

General Manager Commercial 1

General Manager Marketing 1

MGR

Manager - Production 1

Manager - Stores 1

Manager - Maintenance 1

Manager - Q&A 1

Manager - Channel Sales 1

Manager - Industrial Sales 1

Manager - Foreign Sales 1

Manager - HR 1

Manager - Finance 1

Manager - Purchase 1

AMGR

Asst. Manager Accounts 1

Asst. Manager - Finance 1

Asst. Manager Costing 1

Asst. Manager - Plant 2

Asst. Manager - HR 1

Asst. Manager - Admin 1

OM we do at SAP Easy Access only not in SPRO

This is the HR part we do all works.

You can think why OM we do in Easy Access?

SAP Easy Access is home page End-users use and run reports and

create new entries.

As Jobs, positions are every month activities done by end-users responsibility.

SPRO only SAP Consultants do configurations, end-users can't do

any thing in SPRO

You can organizational plan and Expert Mode.

Here the Expert Mode where you create Org units, sub-units, jobs,

position with relationships.

Here in expert mode we can use Simple maintenance or direct.

Simple maintenance is like simply we can create all but it is not

in detailed info.

In Simple maintenance we can't mentain detailed information.

So SAP calling Expert mode and Simple maintenance are two different ways to create.

First we will create using simple maintenance.

You will find 3 steps :

1. Create

2. Change

3. Display

Wherever you create (Org units/Jobs/Positins..in OM) you will find all

three.

OM structure starts from Organizational Units -> Subunits -> Jobs -

>Positions

Now we will see one-by-one.

First Organizational Units

Press Create

Enter Org unit Abbreviation and followed by Name and validity

period.

Validity period: It tells the validity of the unit, it may only exist in some period like 08.09.2009 - 31.12.2015 if no end mention

31.12.9999 (This end date applies all where ever no end date)

You can find one more example of org. unit

S.No Org.Unit Org. Unit Text

1 HACL Hyderabad Agrichemical Ltd

Once you press Create (F8 is the shortcut key to create)

Now Sub-units for the Main org. Unit.

Organizational Sub-Units

S.No Org.Sub-Units Org. Sub-unit Text

1 OPER Operational

2 MARK Marketing

3 COMM Commercial

To create Sub-unit:

Just click on the main Org. Unit and say create

Press Create

****on to create under the org.unit

One new window will open where you need to enter SUB-UNITS

And press SAVE

Here the structure looks

Corporate Office and Factory are under Crescent Pharma Ltd.

Same way you can create your full org. structure, like

Under corporate office HR, Admin....Departments

Just click which under you want to create and PRESS CREATE

We just created Board of Directors, Human Resources...under Corporate

office.

Hope you can create your full org structure.

Take an example this is your complete structure of your organization.

Now we need to create Jobs and Positions under your org. unit.

Click on the Org.unit and press staff assignments

Here you can see STAFF ASSIGNMENT / CHANGE

Where you will find POSITIONS, ASSIGN HOLDER, TASK PROFILE....

Press Positions

One small window will display

In that Press JOBS

Jobs are classifications of functions in an enterprise, which are

defined by the assignment of characteristics. Jobs serve as job descriptions that apply to several positions with similar tasks or

characteristics.

JOBS CODE JOBS TEXT

MD Managing Director

GM General Manager

MGR Manager

AMGR Asst. Manager

DMGR Dy. Manager

EXE Executive

SRE Sr.Executive

SUP Supervisors

OFR Officer

OPER Operator

CHEM Chemist

CLER Clerk

HEL Helper

OPER Operator

TRAN Trainee

Create all and Press SAVE

Once you press SAVE you will redirect back.

Now press Positions

Jobs Position

MD Managing Director

GM

General Manager Operations

General Manager Commercial

General Manager Marketing

MGR

Manager - Production

Manager - Stores

Manager - Maintenance

Manager - Q&A

Manager - Channel Sales

Manager - Industrial Sales

Manager - Foreign Sales

Manager - HR

Manager - Finance

Manager - Purchase

Here you are should be clear that.

Job is like Vice President (VP)

and

Position is like Vice President - HR

To create this first select VP where you created in jobs.

And give Position with Period and number of positions.

And same for all. Like

Executive as Job and Executive HR, Executive Sales...are Positions.

Create all position in all sub-units, like.

Here we created CEO, CFO, CAO under Board of Directors (BOD)

We created Jobs and Positions

Now we need to assign the reporting structure, like

1. We created Executives (Jobs) and Manager (Jobs)

2. Created HR Executives (Position) & HR Manager (Position)

3. Now need to give REPORTING STRUCTURE HR executives REPORTS TO hr

Manager

Lets see HR Reporting Structure

Click on Human Resource

And press GOTO in the menu bar

Menu bar ->Goto ->Reporting Structure

You will find : Reporting Structure/ Change

Click the Position where under that you want to put sub-ordinates

Example: Click on Manager to put Executives

Then Go to Edit

Edit -> Elevate -> General

Once you press General, you will find this window

Here select all the positions which you wanted to create sub-

ordinates, JUST TICK

Press - SAVE

Here the Reporting structure looks

You can follow the same way to create full structure.

To see Structural Graphical view

In-side look

Now look at HR

Expert mode used to create structure in detailed.

First create in Simple Maintenance for bulk organization structure and

come to Expert Mode to mentain more in detailed info using OM infotypes.

Go to Org. unit and press Drop down list to find your org. unit which you create in Simple Maintenance

You search or if you wanted to create only in Expert mode not wanted to use simple maintenance. You can do that.

To create using ONLY expert mode .

Click OBJECT

Press CREATE

Here an example

Org unit : WIPRO

And save You will redirect back

Now

Here we created sub-units

Once you saved you will get next screen asking for relationship

Relationship is a assignment between two objects

Here Org. unit & Sub-units.

Here the types of Relationship names

Best Example for relationship is : Org. sub-units are BELONGS

TO org. Units.

Once you done it will show like this.

Look at he Info types names: Objects and Relationships are TICKED

means we maintained.

Next

Press Jobs

Next Positions

SAME WAY CREATE POSITIONS

In position very important is RELATIONSHIP

Example Vice President HR

Under VP some General Managers where they reports to VP and VP may reports to CEO....so here we need to mention both

relationships and also VP belongs to sub-units...

Assign all Relationships

After you done, too see all

Look at the same.

VP HR is REPORTS TO CEO

VP HR BELONGS TO HR

VP HR has sub-ordinates (Is line Supervisor) GM Recruitments &

GM Payroll

VP HR IS DESCRIBES VP

You can maintain more information using INFO TYPES

INFO TYPES: Like a folder where we can maintain information, more

about Info types we will learn next classes.

You can also maintain

SAP also have one more method which is not preferable.

Integration between OM & PA

Group Sem.

Abbr.

Value

Abbr.

Description

PLOGI ORGA X Integration switch: Organizational

Management/HR

Plan versions

Group Sem.

Abbr.

Value

Abbr.

Description

PLOGI PLOGI 01 Integration plan version / Active plan

version

Topic 12: Payroll Strutures

As you seen Structures of SAP Human Resources Enterprise Structure : Company code, personnel area and personnel subarea Personnel Structure: Employee group, employee subgroup, payroll

accounting area

Organization Structure: Organizational units, jobs and positions Today we are going to teach about Payroll Payroll Payroll is used to calculate remuneration for work performed by individual

employees. Payroll is an umbrella term for a variety of work processes, such as the

creation of payroll results and remuneration statements, bank transfers and payments

by check. It also covers a number of subsequent activities such as the posting of

results to Accounting and other evaluations

Purpose

The payroll program is run at a specific point in time, not only to calculate an employees basic remuneration but also any special payments, overtime payments or bonuses that must be effected for the period in question.

Country Grouping

SAP given double digit code for each country, examples 10 is for US...

S. No Country Code Country

1 40 India

Currency

S. No Currency Currency text

1 INR Indian National Rupee

Fiscal Year (Country based)

S. No Fiscal Year Fiscal Year text

1 0104 April - March

Select the country which you are configing.

In the screens you will find US and our examples in India so that we can

cover both countries.

Period Modifier

Also called Period parameter. Period in which payroll accounting is carried out/ how often the payroll is run for

a payroll accounting area.

S. No Period Modifier Period Modifier text

1 01 Monthly

2 03 Weekly

Look at the existing entries and go for NEW ENTRIES

Here at the Period Parameter 50 with name

Look at one more example 70 which is MONTHLY parameter.

Enter start date.

Here TIME UNIT tells monthly/Weekly/fortnightly...

Basically used to define Payroll periods like

Monthly 01 for monthly payroll,

Weekly 03 for weekly payroll...

Date Modifier:Distinguishes periods with same frequency but

different date

S. No Date Modifier Date Modifier text

1 00 Standard Modifier

Look at the exiting entries.

Every one prefer only 00 SAP Standard Modifier in real time.

If your click required new one.

Here the new entry

NOW NEED TO ASSIGN

Execute and you will get new window which contains

Click one CHECK PAYROLL AREAS

Payroll Accounting Area

The payroll area is an organizational unit in the Human Resources department, which

can be defined for a unified payroll accounting area.

S.NO Payroll area Code

1 Payroll Area P1

2 Payroll Area - Dummy P2

Always one dummy for future use. Where we use Dummy we will let you later.

Press Choose.

Click NEW ENTRIES.

Create Payroll areas

Example S.NO Payroll area Code

1 Payroll Area for HACL P1

2 Payroll Area - Dummy P2

Like this

Assign Period Parameter to Payroll area.

S. No Period Modifier Period Modifier text

1 01 Monthly

2 03 Weekly

Assign Date Modifier to payroll area. S. No Date Modifier Date Modifier text

1 00 Standard Modifier

ENTER ACCORDING TO REQUIREMENT AND SAVE

Pay Periods & Pay day Rule

S. No Payroll

Area

Period

Modifier

Date

Modifier

Payroll Run

Date

Pay Date

1 P1 Monthly 6th of every

Month

7th of every

Month

2 P2 Weekly Every

Monday

Every

Wednesday for

previous week

Enter Period Parameter and Date Modifier

Enter START DATE from where you wanted to run the payroll

periods.

Enter FINAL DATE, means END date up to which period you

wanted to run the payroll period.

FISCAL YEAR is depends up on Country like in India Fiscal is April

01 to March 31st.

And in US Jan 01st to 31st Dec.

Payday Rule tells exact day for pay in more detailed.

Use F4 and F1 for more info.

Pay Periods & Pay day Rule

S. No Payroll

Area

Period

Modifier

Date

Modifier

Payroll Run

Date

Pay Date

1 P1 Monthly 6th of every

Month

7th of every

Month

2 P2 Weekly Every

Monday

Every

Wednesday for

previous week

Look at the Example.

Here 7th is the pay date to get this can need to use PAYDAY

RULE,

means payday is 7 days after the end date of the month.

'1' : to calculate the payday, the number of days are added to the

start date of the period

'2' : the number of days are deducted from the end date of the period

'3' : the number of days are added to the end date of the period

'4' : used only for monthly periods, the number is used as the exact

date.

Number of days used for PAYDAY RULE.

Example: Weekly payroll, every Tuesday is payday, so we need to use PAYDAY RULE 01 (Adds number of days to end date) and give 1

in number of days place.

Result: 1 day will add to each last day of the payroll like MONDAY +1 = PAYDAY

More clear use F1 documents and F4 drop down list

Here we are given Payday rule 4 : Adds number of day to end date and

number of day are 01 means end date 31st add 01 for next payday means

01st of every month.

Once you done come back and SAVE

Generation of Payroll Periods

Description When a payroll run is started (ie. report RPCALCx0), the payroll area is used as a selection parameter and the period for which payroll accounting must be performed is determined on the basis of the control record. If the control record is not validated within the schema, the payroll period and year must also be specified on the selection screen. Both parameters, the payroll area and payroll period, must now be used to effect an assignment to the actual date of the period. Infotypes, for example, are read using the actual date of the payroll period.

The following tables are used to effect this assignment:

In T549A, a period parameter and date modifier are assigned to each payroll area. The period parameter determines whether payroll is run once a month, twice a month, every week, or every few weeks. With the exception of 01, which is a fixed value for monthly periods, you are free to choose the parameter values. In table T549R, you must assign time unit to each period parameter used. The values for these time units are fixed (monthly, twice a month, weekly, bi-weekly, every four weeks, annually).

Table T549Q must include a start and end date for all payroll periods for each period parameter.

For some countries, table T549S must contain one or more dates for all payroll periods. Date identifiers (dat.ID) are used to distinguish one from the other. Dat.ID 01 usually means the payday of the payroll period.

This date must be maintained for each payroll period.

Report RPUCTP00 is now used to generate entries in tables T549Q and T549S automatically. Depending on the period parameter, all of the periods within the specified time interval are determined. The start and end date is determined for each period and the payday is calculated using a rule, which must be specified as a parameter.

Tables T549Q and T549S are enhanced using these entries. The new periods are added to T549Q, including start and end dates, while in T549S the payday is created with date identifier 01 for each period.

When you start the report, the following parameters must be set on the selection screen:

If the user parameter has not been maintained for the country grouping, you are first requested to specify one. If a value is not entered, the report is canceled.

Period parameter and date modifier: Modifiers for the payroll periods for which generation takes place.

Start date: The date on which the first period that must be generated begins. For the monthly period parameter, it is usually the 1st of the month. Please note, however, that any other date is also possible, especially in the case of weekly periods.

End year: Generation continues until the last period of the year specified in this field. Start of tax year: This parameter determines the day on which the tax year begins. For the majority of country groupings, this field has the default value 0101 because January 1 is frequently the start of the fiscal year. For Great Britain, the field contains the value 0406 because the fiscal year commences on April 6. In South Africa the fiscal year commences on March 1, in New Zealand on April 1, and in Australia on July 1. These values are set as the default values accordingly.

Payday rule, Number of days: These fields determine how the payday is calculated for the period. The following values can be used for the payday rule:

'1' : to calculate the payday, the number of days are added to the start date of the period

'2' : the number of days are deducted from the end date of the period

'3' : the number of days are added to the end date of the period

'4' : used only for monthly periods, the number is used as the exact date.

Fiscal year identification: This parameter is only displayed for Great Britain. Since the fiscal year extends beyond the change of calendar year, you must specify whether the first or second year must be used to identify the payroll period. The following values can be entered:

'1' : the first year is used to identify the payroll period '2' : the second year is used to identify the payroll period Further information can be accessed by calling up F1 help documentation for this parameter on the selection screen.

Determine period number: This field enables you to determine which date within the payroll period is used to calculate the period number.

The following entries can be made: ' ' = the date of the payday is used as a basis to determine the period number

'1' = the start date of the period is used as a basis to determine the period number '2' = the end date of the period is used as a basis to determine the period number

These three alternatives can lead to different results, especially if the payday is not within the payroll period. For example: the monthly period begins on January 1 1996 and ends on January 31 1996, the payday is three days after the end date, ie. February 3 1996. If the number of the period is determined using the payday, this period will contain the number 02 because the payday is in February, ie. in the second month. If the start date or end date of the period is used as the basis of the calculation, the period will have the number 01. Carry out table change: The tables are only changed if a flag has been set for this field. If no flag is set, a test run is performed. To ensure complete maintenance of tables T549Q and T549S, the report must be started once for each combination of period parameter and date modifier contained in table T549A, preferably for a few years in advance. These parameters contain the default values 01 for the period parameter and 00 for the date modifier because most countries only use monthly periods and do not use paydays. The report must only run once for these countries.

The views V_T549A, V_T549Q, V_T549S, and V_T549R, which can be accessed using transaction SM30, exist for the tables.

Precondition All of the payroll areas used in the payroll run must be entered in table T549A. A period

parameter and date modifier must be assigned to each payroll area. For each period parameter that is used, an entry must be maintained in table T549R to assign a time unit to it.

Output The report generates an entry in tables T549Q and T549S for each period in the selected time interval depending on the modifiers that have been entered as selection parameters. The start and end dates of the period are stored in table T549Q and the payday for the period is stored in table T549S. The resulting list contains the newly created date specifications for the payroll periods. If a flag has not been set to ensure that the tables really are changed, the list is created but no new entries are made in tables T549Q and T549S.

Example You want to generate payroll periods for the years 1995 to 1999 for period parameter 01 (monthly) and date modifier 00. The payday is 3 days before the end of the period. The end date of the period is used as the basis for calculating the period number. The parameters must be set as follows: Period parameter 01 Date modifier 00 Start date 01.01.1995 End year 1999 Start of fiscal year 0101

Payday rule 2 Number of days 3 Determine period number 2

Date Modifier Payroll (PY)

Distinguishing criterion enabling you to define various date specifications for the payment

days with the same periodicity (for example, monthly). Example

In your enterprise, payroll is run monthly. For industrial employees, the payment day is the

15th of the month; for salaried employees it is the 25th. Since both employee groups have the

same periodicity, the system requires two date modifiers as a distinguishing criterion to define

different payment dates.

Tables

T549R Period Parameters

T549S Payroll date types

T549T Payroll Areas

T549M Monthly Assignment: Payroll Period

T549Q Payroll Periods

T549M Monthly Assignment: Payroll Period

T549A Payroll Areas

T549L Date modifiers

Topic 13: User Parameter

SAP User Settings Overview Every SAP user ID is set up with default settings that the system uses whenever the user logs on. These default settings, also called preferences, can save time in data entry, as well as tailor certain aspects of SAP to an individual's preference. SAP User Profile There are three types of default screens that you can use to change some of your SAP settings:

User defaults -- shows the defaults that were set up when your SAP profile

was created such as user ID, start menu, and output device.

User address -- shows personal data, including your MIT address, MIT

phone, etc. This data is updated monthly from Personnel and Bursar

records.

User parameters -- allows you to enter a value in the Parameter value

field which will then automatically be entered in the field that you specify in the Parameter ID (PID) field.

Setting Your User Defaults 1. Follow the menu path or use the transaction code listed below:

Menu Path: System>>User profile>>Own data

Result:The "Maintain User Profile" screen appears. 2. Click the Defaults tab.

3. Your screen should display the following settings.

User Defaults Settings

Start Menu (menu

folder that is

displayed on the SAP

screen)

Leave blank for the User Menu folder.

Logon language EN for English

Output device Name of the printer to which your SAP printouts will be

sent.

If blank, find your printer.

If you are using a Windows machine, enter the

value %win as the output device. This will send all SAP

printouts to your windows default printer (i.e., the

printer used for local printing of Word or e-mail

documents).

Output immediately Checked

Delete after output Checked

Personal time zone

(time zone you are

working in)

EST

Be sure this is filled in to show the correct spool time for

your jobs.

Decimal notation 1234567.89

Date format MM/DD/YYYY

4. If you make changes to the defaults, click the Save ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b03.gif[/IMG]. Your selections will become effective the next time you log on to SAP.

Finding Your Printer

Note If you are using a Windows machine, you should enter the value %win as the output device. This will send all SAP printouts to your windows default printer (i.e., the printer used for local printing of Word or e-mail documents).

1. Follow the instructions for Setting Your User Defaults, then: 2. Click on the Matchcode ****on in the Output Device field. (You may need to click in the field to display the Matchcode ****on.) Result: The "Restrict Value Range" dialogue box is displayed.

3. Leave the Output device blank and click in it. 4. Click the Enter ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b02.gif[/IMG] . Result: The "Spool Output Device" window displays all the printers. To find your printer, either scroll through all the printers or search for a word or part of a word that identifies your printer or department.

Scroll through all the printers 1. Click on a column heading to sort the list alphabetically. 2. After locating your printer, double-click on the printer to select it. Searching for part of a printer or dept. name 1. On the "Spool: Output device" window, click the Find ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b08.gif[/IMG] . Result: The "Find" dialog box is displayed. 2. Type a word or a part of a word that identifies your printer, such as mrp. Don't use an asterisk (*). 3. Click the Find ****on

[IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b08.gif[/IMG]. Result: A list of all matches appears. The term you searched for is highlighted in yellow. 4. Double-click on the correct printer to move it to the top of the list. 5. Double-click on it again to copy it into the Output device field.

6. Click the Save ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b03.gif[/IMG] to save your changes or click the Exit ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b05.gif[/IMG] to leave the screen without saving your changes. 7. Click the Exit ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b05.gif[/IMG] to exit the SAP session.

etting Your User Parameters In the transactions that you normally use, there may be some screens in which you always enter the same value such as your cost object number. The "Parameters" screen lets you make certain values default into a field or screen.

Note Not every field has a parameter ID.

1. Go to the screen you want to create a default value for, for example the "Create: Purchase Requisition: Initial" screen. 2. Click on the field for which you want to create a default value, for example the Acct. assignment cat. field. 3. Press the F1 key on the keyboard or click the Help ****on (Mac only) to access the Help screen. 4. Click the Technical Info ****on or press F9. Result: The "Technical Information" screen appears.

5. Write down the parameter ID value; in this case it will be KNT. 6. Click the Enter ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b02.gif[/IMG] twice to return to the transaction screen. 7. Follow the menu path: System>>User profile>>Own data or enter the transaction code: /nsu3. Result: A new SAP session opens and the "Maintain User Profile" screen appears. 8. Click the Parameters tab.

9. Enter the Parameter ID you obtained from the Technical Information screen in a blank Parameters field. 10. Enter the value you want as the default in the corresponding Value field. The Text field will be filled in after you log off and log on again to SAP and the list of parameters will be in alphabetical order. 11. Click the Save****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b03.gif[/IMG] to save your changes or click the Exit ****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b05.gif[/IMG] to cancel your changes.

The new default value does not take effect until you log off and log on again to SAP. 12. Click the Exit****on [IMG]http://web.mit.edu/SAPR3/docs/webdocs/images/****ons/b05.gif[/IMG] to quit the SAP session.

You can create using SPRO

ENTER YOUR COUNTRY AND ENTER

Enter SAP country code

Here you maintain User group.

More on user group we let you know next class.

SAVE

We can also create using T-CODE : SU3

Topic 14: Number Ranges

Today we will learn how to config number ranges for Employee Identification Numbers.

Every company have one series, it may based on breach,

Department wise or employee group wise.

SAP will provide number ranges which defaults when hiring action happen.

Example

NUMBER RANGE WILL BE DEFINED FOR PERSONNEL NUMBERS

No.

ranges Details of No. ranges From To

Internal/

External

1 Full Time employees 000010000 000049999 Internal

2 Contractors / Consultants 000050000 000099999 Internal

3 Others Staff 000100000 000200000 Internal

You have two options:

Internal number assignment which the SAP System assigns the

personnel numbers.

External number assignment which the user assigns the personnel

numbers.

To set the Personnel Numbers range :-

IMG - Personnel Management -> Personnel Administration -> Basic Settings

-> PA04 - Maintain number range intervals for personnel numbers

-> PE03 - Determine defaults for number ranges

For e.g.

01 - External 02 - Internal

You will find total 3 options.

1. Display Intervals: Used to see the intervals (After you create)

2. Change Status: Used to modify intervals (Once you use after

some time if you wanted to modify you can use this option)

3. Change Intervals: Here you create number ranges (Intervals)

Look at the T-CODE : PA04

To create

Here you will find existing number ranges

To create new range

Look at the Number range of our company is 6000 - 69999

Which is mentioned at C1 (C1 need to assign to our company)

If your client wants one range for one branch and one range for

other branch so you need to maintain two different rages like

C1 : 06000 - 69999 C2 : 70000 - 99999

And Assign C1 to your one branch (Personnel Area) and C2 to other

personnel area.

You can also to your employee Groups/Sub-groups or Company

code...according to your BP.

And look at the Current Number is 0

And also look at the BOX saying EXTERNAL NUMBER RANGE, if

you want user give manually number range TICK THIS OPTION if you don't want user to give let SAP give automatically so don't Tick.

Press to save

Here the assignment will takes place.

Called FEATURE (T-CODE PE03 - NUMKR)

Features are objects those that default values by quering different enterprise, personnel or data structure fields. The transaction code

for features are pe03.

Feature NUMKR is used to define whether the employee numbering created for such personnel area would be created internal (proposed

by the system) or external assignment (User Define).

This is the Feature structure. Feature looks like Tree structure.

Select the country

Select the decision option.

Like if you cleint wanted only one number range to all the

employees so assign to your company code.

If you want according to personnel area so PRESS create option and choose personnel area code WERKS.

Now under that select your Personnel areas using CREATE

Assign the number range code to your decision option.

System will ask next level decision option.

Use Fild for decision Operation to select Employee Groups, Sub-

Groups...

If you wanted to assign so use RETURN VALUE

Here the assignment: What ever the number range in C1 will default for Personnel Area 1002

Same for other Personnel area.

Once you done with assigning lets check is any errors using CTRL+F2

In the Features we don't save we ACTIVATE the feature.

Topic 15: Organizational Data

Data which supports organizational activities.

Use F1 Doc. It looks like this

Select the country which your doing config

Now you have to assign grouping to your Employee Groups & Sub-

groups

1. Activity Status

Use F1

Like Salaries Group assign "1" Active Employees

Now Second one : Employment Status

here IS JUST EXAMPLE.

You must understand the EE group and assign the status

accordingly.

Here we done

Now Third one: Training Status

Once you assign all the groups with status SAVE.

Topic 16: Control Record

Payroll (PY)

Summary of administrative functions in Payroll for a payroll area. The payroll

control record performs the following tasks:

It defines the current payroll period and payroll past for retroactive

accounting recognition. It locks the master and time data against changes during the payroll run.

The lock applies for the payroll past and payroll present. However, changes that

affect the future are still possible.

Payroll is locked whilst changes relevant for payroll are made in the

master or time data.

The payroll control record defines the greatest earliest retroactive

accounting period. It also records the payroll status.

To Create Control Record need Payroll Area.

As you already seen one method of creating Payroll now we will see second

method. Which also important.

Payroll Accounting Area

The payroll area is an organizational unit in the Human Resources department,

which can be defined for a unified payroll accounting area.

According to ABC Limited, the payroll areas are defined as:

S.NO Payroll area Code

1 Payroll Area for ABC P1

2 Payroll Area - Dummy/Data Load P2

Default in IT0001

Feature to Feature PAYROLL AREA to Master data is ABKRS

Go to otherwise and select your country

Go for Decision option like here are given decision option is

Company code.

Create and assign. Like

Activate

All Features maintenance process is same. Only thing need to see client requirement what to defaults and what to take as Decision

option.

Dont forget to activate.

Now Control record creations

Payroll control record is created using transaction PA03. You can view the same through SM30>V_T569V. It gives current status of

payroll.

Use F4 to select your Payroll Area to mentain Control Record.

***One Payroll Area will have only on control Record.

Like C0 is your payroll area.

Control Record Looks like this

Only two things need to fill with Month & Year.

1. Payroll Periods 2. Earliest Retro Acctg period

T-code for Control Record : PA03

1. Enter the one period less then the original payroll starts.

Like Example if your company payroll starts from 01.01.2000 so enter 01.1999 (Month.Year)

Here you enter from which period RETRO SHOULD STARTS

Example : If your company payroll started from 01.01.2000.

Take one year so Jan 2000 - Dec 2000, Salary components like

BONUS pays only RETRO from 01.01.2000, so if any entry before 01.01.2000 system will not take retro.

Earliest Retroactive Accounting Date The Earliest retroactive accounting date field enables you to determine the date up to which retroactive accounting is possible for the payroll area. You can only change the employees master data up to and including this earliest personal retroactive accounting date. If you try to change data in the payroll past for a date that occurs before the earliest personal retroactive accounting date, the system displays an error message. Usually, you do not define the earliest personal retroactive accounting date for an individual employee in the Payroll Status infotype. Instead, you define the earliest personal retroactive accounting date for an entire payroll area using the payroll control record. If the earliest retroactive accounting period in the control record does not match the earliest personal retroactive accounting date in the Payroll Status infotype, the system uses the later date as the earliest retroactive accounting date.

From this example payroll will starts from Jan 2000 and retro will accept from Dec 1999

Once you Save

Come back to record and Press: Released f. Payroll

And you will find change in payroll period from 12.1999 to 01.2000

And Payroll Status will change too.

And SAVE

Once you release Jan 2000 payroll come bakc to change Payroll

status : Release f. payroll.

So now the payroll period will change from 01.2000 to 02.2000

Do same for ever month.

Use Rel f. Correction if you want to change any released payroll.

And same if you wanted to check Payroll Results us this option.

Topic 17: Master Data - Sub types Master Data is like Folder where we mentain Employees information.

And Info types are Papers were we enter employee information like

Address is one Info type and in that Sub-types are like Permanent Address, Temporary Address, Communication Address ...

Folder -> Sub-Folder -> Papers

In the same way

Master Data -> Info types -> Sub-types.

T-code to mentain Master Data PA30

In this topic we basically wanted to show where the configuration takes

place and based on your client requirement you will maintain sub-types. Example Info type 40 - Objects on Loan where sub-types are like 01 -

Keys, 02 - Clothing, 03 - Books, ....99 - Laptops..

Just go though one by one steps and start mentain sub-types in SPRO (Back end) that will come and sit in Master Data PA30

You please open the RED tabs and start do one by one & take F1 Document help.

We will show one example

Config what ever client need and save and Enter Employee Master

Date where end-user will maintain employee information.

PA30

Enter the Infotype like 0040

Use F4 at Sub-type to maintain

Like the above example.

01, 02, 03, 04, 05, 91, 92 are maintained at Back end (SPRO)

SAVE and if you wanted to maintain 02 also follow same step.

Topic 18: Info Types

Here we will learn Infotypes, Infotype Menu & Infotype Actions.

As we seen last topic about MASTER DATA PA30 the same here we will config the design - HOW THE MENU should look.

Here we can see the full Infotype list

IT 0000 - 0999 - infotypes for Personal Administration IT 1000 - 1999 - infotypes for Personal Development

IT 2000 - 2999 - infotypes for Time IT 3000 - 3999 - Recruitment

IT 9000 - 9999 customer infotypes

This is the place used for info type config.

ABAP HR will do this config. So no need to spend more time on this table.

Use F4 and F1

Some infotype need to work only for some countries so config here.

Take one Sub-type

Look at the example

Loans (0045) Sub-type 9201 is not allows for the country and here the ERROR

Like this you can control infotypes and sub-types

Topic 19: Infotype Menu & Actions (PA30 & PA40) In this topic mainly tells about Master Data (PA30) Look/Design in SAP we called as Infotype Menu.

And Also PA40 (Actions like Hiring...)

This will reflect at PA30 as First menu, look at the first one - Master

Data

Our Ref is CP, this should be placed later on at User parameter -> In User Group place.

And do same way for other options for Master Data -Info type Menu

Out put will come like this in PA30, but need to assign our Menu to Master Data

Now we assign Info types to each of your Menu options like C1 will have

some infotypes. Example

Time is one of the Menu option in that assign time info types...

Look at the example Benefits Data is one Menu option and we assigned All the used info types like Health Plans, Insurance Plans, Savings Plans...

Click here

System will ask the Menu use drop down list or F4 to find your

Menu like C1, C2, C3....So that you can assign Info types

Example we are selecting C1 which we created

Look at the User Group CP

Enter same user group and Assign all your clients required Info

types.

Here MENU - MASTER DATA we maintained info types 0000, 0001, 0002..

So that OUT PUT will come like this.

Do it for other Menu

It will come like this, but before that we need to tell to system that we are done for MASTER DATA PA30.

To assign your Master Data Menu to SAP Master Data PA30

Just assign you menu to 01

01 is SAP Standard code for MASTER DATA

Look at the SAP Standard Master Data (Here you no need to create

your own one, take 01 always for Info type menu)

Assign your User group at ref like CP

And SAVE -> Go to Infotype Menus

Here you assign 01

Here you assign your Menu to SAP Standard HR Master Data

Thats it we assign all our Menus to HR Master Data

SAVE and go to PA30 to check

You can do the following config

SNO INFO TYPE

MENU

INFO TYPE

MENU TEXT INFOTYPES

1 H1 Master Data 0000, 0001, 0002

2 H2 Personnel Data

0006, 0021, 0022, 0023, 0024, 0027,

0040, 0041, 0105, 0185,

3 H3 Time Data 0007, 0416, 2001, 2006, 2010

4 H4 Payroll Data

0003, 0008, 0009, 0014, 0015, 0045,

0078, 0267, 0580, 0581, 0582, 0583,

0584, 0585, 0586, 0587, 0588, 0590,

0591

Take any User group like CP, ...

Here MENU's are H1, H2, H3, H4

And each have some infotypes and check at PA30

Personnel actions - pa40

PERSONNEL ACTIONS

A series of infotypes that are added, changed, completely or

partially deleted, or delimited in the HR System. The series of infotypes edited using these actions are defined in the HR System.

SNO ACTION TYPE

1 Hiring

2 Organizational Re-assignment

3 Promotions

4 Increments

5 Terminations

Overview:

Configuring Personnel Actions -

Following steps

Go to IMG (Tcode SPRO)

PM - PA - CUSTOMIZING PROCEDURES - ACTIONS.

Under Actions do the following steps:-

1. Define Infogroup. ---------------------------

a. User group dependancy on Menus and info groups. b. Infogrup.

2. Set up Personnel Actions. 3. Create reasons for personnel Actions.

4. Change Action Menu. ----------------------------------

a. User grup dependancy on Menus and info groups. b. Action menu.

Then Goto PA40 find out your own data.. Set your Country grouping in user parameter.

In simple Personal Actions means when you hire/terminate... you

will maintain some data right so how do u follow the steps nothing but actions.

A series of infotypes that are added, changed, completely or

partially deleted, or delimited in the HR System. The series of infotypes edited using these actions are defined in the HR System.

Example: Hiring and reasons is New Assignment.

So the info type sequence will be like first date of the join, under

which company code, personnel area....address, Basic pay, tax....info types will come in sequence.

HIRING

A personnel action in which data is recorded for a new employee;

the data includes name, address, personnel number, activity, and cost center.

Hiring means the fulfillment of the work contract between the employer and employee through the occupancy of the work center

assigned to that employee.

2.4.1.1 Reasons for hiring

SNO Action type Reason

for Action

Reason for Action

Text

1

HIRING

01 New Hire

2 02 Expansion

3 03 New Assignment

4 04 Attrition

2.4.1.2 Infotypes used for hiring

SNO INFO TYPE OPERATION INFO TYPE TEXT

1 0000 INS Action

2 0001 INS Organization assignment

3 0002 INS Personal data

4 0006 INS Address

5 0007 INS Planned working time

6 0008 INS Basic pay

7 0009 INS Bank details

8 0014 INS Recurring payments and deductions

9 0021 INS Family / dependents

10 0022 INS Education

11 0023 INS Other/Previous Employers

12 0024 INS Qualifications

13 0105 INS Communications

15 0185 INS Identification

Here Importance to note is OPERATIONS like.,

INS: Means Create (create a new record)

ORGANISATION REASSIGNMENT

2.4.2.1 Reasons for Organisation Reassignment

SNO Action type Reason

for Action

Reason for Action

Text

1 ORGANISATION

REASSIGNMENT

01 Reassign

2.4.2.2 Infotypes used for organisation assignment

SNO INFO TYPE OPERATION INFO TYPE TEXT

1 0000 INS Actions

2 0001 COP Organization assignment

Here COP: Copy

As org assignment we will not delete the old record we copy from old and new right so sue COP

PROMOTION

Promotion is a process by which a regular employee is promoted from one grade/ designation to another either within the same

category or between two categories at higher level.

2.4.3.1 Reasons for Promotion

SNO Action type Reason

for Action

Reason for Action

Text

1

PROMOTION

01 Good Performance

2 02 Vacancy

3 03 Pay increase

2.4.3.2 Infotypes used for Promotion SNO INFO TYPE OPERATION INFO TYPE TEXT

1 0000 INS Actions

2 0001 COP Organization Assignment

3 0007 COP Planned working time

4 0008 COP Basic pay

INCREMENTS

Awarding an employee with certain benefits for which the reasons can be varied according to companys policies. 2.4.4.1 Reasons for Increments

SNO Action type Reason for Action Reason for Action Text

1

INCREMENTS

01 Performance Appraisal

2 02 Seniority in the company

2.4.4.2 Infotypes Used For Increments

SNO INFO TYPE OPERATION INFO TYPE TEXT

1 0000 INS Actions

2 0001 COP Organization assignment

3 0006 COP Address

TERMINATION

Leaving is the last action in the organization and it approves some

important functions such as respective policies, leave enhancement, LTA, gratuity, legal agreement, accept for the Termination

letter/Resignation letter, Approval of loans and notice pay

2.4.5.1 Reasons for termination

SNO Action type Reason for Action Reason for Action Text

1

TERMINATION

01 Resignation

2 02

Dismissal/ Firing

/Termination

3 03 Voluntary Retirement

4 04 Death

2.4.5.2 Infotypes Used For Termination

SNO INFO TYPE OPERATION INFO TYPE TEXT

1 0000 INS Actions

2 0001 COP Organization assignment

3 0006 COP Address

4 0007 COP Planned working time

5 0008 COP Basic Pay

6 0009 LIS9 Bank Details

7 0014 LIS9 Recurring Payments & deductions

8 0015 LIS9 Additional payments

Here when employee terminate we need to stop the payments like

Allowance so here we called as Delimit : Means we not deletes only we give end date as terminate date so that that record (Infotype)

will stops at that date.

Use the CP your user group, maintain same at USER PARAMETER

Now maintain Info type sequence

For each action separately

Reah F1 Doc for OPERATIONS

Infotypes used for hiring

SNO INFO TYPE OPERATION INFO TYPE TEXT

1 0000 INS Action

2 0001 INS Organization assignment

3 0002 INS Personal data

4 0006 INS Address

5 0007 INS Planned working time

6 0008 INS Basic pay

7 0009 INS Bank details

8 0014 INS Recurring payments and deductions

9 0021 INS Family / dependents

10 0022 INS Education

11 0023 INS Other/Previous Employers

12 0024 INS Qualifications

13 0105 INS Communications

15 0185 INS Identification

Like

Same for other actions

*** WIKI Example not the same in the screens

SAVE

Info group Modifier used like if you want the sequence in two types

one for Salaries Employees and other one for Hourly employees.

Because client don't want to maintain very details of temp employees so some infotypes not needed when hiring action

happen, or may salaries employees may need to maintain like previous employees details....

Here the place to create

Feature : IGMOD

Maintain as per your client requirement as return value.

Now assign your actions (Hiring, termination..) to SAP Standard PA40

READ doc F1

Use F1

For first one

Reasons for hiring

SNO Action type Reason

for Action

Reason for Action

Text

1

HIRING

01 New Hire

2 02 Expansion

3 03 New Assignment

4 04 Attrition

Look at config

Now assign

This is the last step here we assign Action Menu

01 is SAP STANDARD FOR ACTIONS

Go for New Entries and enter all your actions with user group

SAVE and check at PA40

This the screen PA40

***IF your user group at User parameter is same as you config so you will get all your actions.

Like we are taken as CP

Lets Check Hiring Action

Once you EXCUTE you get the INFO TYPE SEQUENCE FOR HIRING

What ever you configure you will one by one sequence od info types.

Like here IFRST INFO is 0000 - Actions once you enter and say SAVE so you will re-direct next infotype

If you selected Internal Number Range so don't give any Personal Number. If your selected Internal Number range so give personal

number.

And give START Date (Employee Hiring Date) and SAP will give end date always as 31.12.9999

.

Here we INTEGRATE OM & PA

Select EE position from OM

Select Company Code, Personal Area, Employee Group and Sub-

group

Once you enter all Mandatory fields you can SAVE system will take

it to next info type as per the HIRING ACTION SEQUENCE.

And here the results next info type is 0001

Here we taken INTERNAL NUMBER RANGES so system given

automatically.

Payroll Area has been defaulted from FEATURE - ABKRS

SAVE & MAINTAIN ALL INFOTYPES

Once you done you can maintain more info and can you enter ...at

PA30

Here you can see which are the info types has been maintained for this employee with TICK MARK

Topic 20 : Pay Scale Structure

Payscale Structure deals about pay structure how the pay struture divided according to industry, according to locations (Personnel

Areas), Employee groups & Levels.

Example Metro employees will get 50% HRA and non-metro will get 30% HRA on basic pay.

PAY SCALE STRUCTURE:

1. PAY SCALE TYPE

2. PAY SCALE AREA

3. PAY SCALE GROUP

4. PAY SCALE LEVEL

Here the configuration of Pay will happens

Wage type Concept and Indirect Valuation no need.

Go to Basic Pay

Define EE Subgroup Grouping for PCR and Collective Agreement

Provision (CAP).

This is the first to PCR also.

Path:

Personnel Management Personnel Administration -> Payroll Data -> Basic Pay Define EE Subgroup Grouping for PCR and Collective Agreement Provision.

Table: V_503_B

In this step, you can define the groupings for the personnel calculation rules and collective agreement provisions for all your

employee groups and subgroups.

EEGrp ESgrp CGrpg Name of EE group EE SG name ESGPCR Grpg

C 01 10 Contractor Monthly IN 1 3

F 01 10 Full-time Permanent Monthly IN 3 3

I 01 10 Intern Transferee Monthly IN 3 3

P 02 10 Part-time Permanent Monthly IN 1 3

T 02 10 Temp Monthly IN 1 3

X 03 10 Intern Assignee Monthly IN 1 3

The employee subgroup grouping for the personnel calculation rule is required in Payroll Accounting. The collective agreement

provisions grouping is required for indirect valuation of wage types in the Basic Pay infotype (0008).

Example

Employee subgroup grouping for the personnel calculation rule:

The personnel calculation rule allows one wage type to be processed in different ways in payroll accounting.

The value of the standard pay wage type should be used as a basis of valuation for hourly wage earners. The value of the standard pay wage type should be divided by the planned working hours before

being used as a basis of valuation for salaried employees.

Employee subgroup grouping for collective agreement provisions:

A standard agreement designates the same pay scale groups and levels for both hourly wage earners and salaried employees; however, the user must still be able to enter hourly or monthly

values in the pay scale table.

Some more examples

EG Employee Group ESG Employee Subgroup PCR CAP

1 Employee U0 Hourly 1 1

1 Employee U1 Salaried-Exempt 3 3

1 Employee U2 Salary-Non Exempt 3 2

1 Employee U3 Executive 3 4

1 Employee U4 Sales 3 5

2 Retiree / Pensioner U3 Executive 2 6

2 Retiree / Pensioner U5 Survivor w/Benefits 2 6

2 Retiree / Pensioner U6 Survivor w/o Benefits 2 6

2 Retiree / Pensioner U7 Regular Retiree 2 6

4 Intern U0 Hourly 1 1

4 Intern U1 Salary-Exempt 3 3

4 Intern U2 Salary-Non Exempt 3 2

7 Temp/Seasonal U0 Hourly 1 1

7 Temp/Seasonal U1 Salary-Exempt 3 3

7 Temp/Seasonal U2 Salary-Non Exempt 3 2

8 Expatriate U1 Salary-Exempt 3 3

8 Expatriate U3 Executive 3 4

9 External U8 Contractor 1 1

9 External U9 Service Provider 1 1

U Inpatriate U1 Salaried-Exempt 3 3

U Inpatriate U3 Executive 3 4

In the above example you can see that 2 type of groups for pay

scale so we differentiated by giving PCR group 01 & 03

Now select country.

***When you entering any table if SAP System asking for Country

code means : This table is country dependent if you delect any entry it will not reflects other country entries.

For Example we are taken as

Now for CAP

Define Reason for Change

Use

Additional reason codes have been defined in the SAP Best Practices for HCM USA in order to accurately track reason for changes in

employee pay. In the SAP Best Practices for HCM USAthe following Basic Pay Reason Codes are delivered:

Procedure

1.Access the activity using one of the following navigation options:

IMG Path Personnel Management Personnel Administration Payroll

Data Basic Pay Define reason for change

Transaction

Code

SPRO

2.On the Change View Reason for Change : Overview screen, choose the New Entries ****on and enter the following values:

Reason Description

00 No Reason

U1 Merit

U2 Cost of Living Increase

U3 Reclassification

U4 Market Adjustment

Reason Description

U5 Demotion

U6 Promotion

3.Choose Save.

Go for New Entries if you want to Define New Reason for Basic pay

Payscale Conversion for Basic Pay

Path: Personnel Management -> Personnel Administration -> Payroll Data -> Basic Pay -> Payscale Conversion for Basic Pay

Table: T546 ESGPCR Grpg R

1 1

1 2 2

2 0

2 1 1

2 2

In this step, you can define whether, and if so how, indirect

valuation of wage types in the pay scale table should be changed

for display in the Basic Pay infotype (0008).

The aim is to define a so-called reaction indicator for each grouping

for the personnel calculation rule and collective agreement

provisions. The reaction indicator is then used to convert the table

value to a monthly or hourly value, or vice versa, depending on the

specification.

Example

Convert an hourly value to a monthly value

The following groupings apply to your employee A:

Grouping for the collective agreement provisions = 1 (industrial

workers/hourly wage)

Grouping for the personnel calculation rule = 2 (periodic payment -

for example, monthly wage earners)

In this case the reaction indicator is '1'.

Convert a monthly value to an hourly value

The following groupings apply to your employee B:

Grouping for the collective agreement provisions = 2 (industrial

workers/monthly wage)

Grouping for the personnel calculation rule = 1 (hourly wage

earners)

In this case the reaction indicator is '2'.

Pay Scale Type

Path: Personnel Management -> Personnel Administration -> Payroll Data -> Basic Pay -> Check Pay Scale Type.

Table: V_T510A

S.No Pay scale type code Pay scale type text

1 HP PLANT

2 HO Corporate Office

In this step you set up your enterprise's collective agreement types

(pay scale types for short). The Basic Pay in infotype 0008 is derived from the pay scale type. By using the internal key, you can

assign a fixed internal mean for evaluations to optional pay

scale types.

Example

Two collective agreement types are valid - type "01" for the metal industry and "02" for your inhouse agreement.

Some more examples

Type Description

01 Salaried exempt

02 Salaried non-exempt

03 Hourly

04 Union

Check Pay Scale Area

Path: Personnel Management -> Personnel Administration -> Payroll Data -

> Basic Pay -> Check Pay Scale Area.

Table: V_T510G

Pay scale area defines the geographical area

S.No Pay scale Area code Pay scale Area text

1 HH HYDERABAD

2 HD DELHI

3 DM MUMBAI

4 DK KOLKATA

In this section, you set up different collective agreement areas (pay scale areas

for short) in accordance with the collective agreement in your enterprise.

Example

You want to assign the indicator "01" to a particular pay scale area.

Go for NEW ENTRIES

Some more examples

Area Description

01 East Region

02 West Region

03 Local 112

04 Local 83

Check Assignment of Payscale Structure

to Enterprise Structure

Path: Personnel Management Personnel Administration Payroll Data Basic Pay Assignment of Pay scale Structure to Enterprise Structure

Table: V_001P_C

In this step, you assign collective agreement types and areas (pay

scaletypes and areas for short) to your personnel areas.

Example

Your personnel area "0001" is assigned pay scale area "01" and pay

scale type "01" (metal industry).

Note: You do not need to enter any values in this table for the Pay

Scale type or Area. This information can be obtained through function TARIF.

Use F4 to select your Pay Scale Type and Pay Scale Area

To Default Pay Scale Type and Area in MASTER DATA Basic Pay

(Infotype 0008)

Feature: TARIF

Assign the Return value as PAY SCALE TYPE/ PAY SCALE

AREA to your decision option according to your client requirement.

Activate

Set up payroll period for Collective Agreement Provision

Path: Personnel Management Personnel Administration Payroll Data Basic Pay Set up payroll period for Collective Agreement Provision

Table: V_T510W

CGr

pg

T

y.

A

r.

Grp

g

Per

Pa

PS

type

PS area

text

Name End

date

Start

date

40 0

1

0

1

3 40 Month

ly

40 Pay

Area

Monthly

IN 31/12/9

999

01/01/1

990

In this step, you create the default value for the working hours per

period.

The default value for the working hours per period for the infotype

Basic Pay (0008) is determined by the infotype Planned Working Time (0007). This is based on a monthly working time, i.e. the

period is a month.

It may be necessary to enter an amount here that is valid for another period, for example, for a weekly wage. The system will

then suggest the default value for the working hours per period.

You only have to complete this step if a monthly payroll period does

not apply to all of the employees in your enterprise.

Example

Some employees are paid weekly, others are paid monthly.

The correct number of hours per period must be suggested as

default values for everyone in the infotype Basic Pay (0008).

Standard Settings

In the standard SAP system, a period is a month, i.e. the

feature U510F has the value "Blank".

No entries have been made in the view Assign Pay Scale -> Period

Parameter.

A blank entry is interpreted as "monthly".

Enter your Payscale Type and Area followed by ES grouping for CAP.

Give START & END DATE

NEXT GIVE PERIOD PARAMETERS

Define Hourly Rates with Several Decimal Places

Path: Personnel Management Personnel Administration Payroll Data Basic Pay Define Hourly Rates with Several Decimal Places

Table: V_T510F_B

CGrp

g

Ty

.

Ar

.

Grp

g

Crc

y

PS

type

PS area

text

End date Start date

40 IN IN 1 INR 31/12/999

9

01/01/199

0

40 IN IN 2 INR 31/12/999

9

01/01/199

0

40 IN IN 3 INR 31/12/999

9

01/01/199

0

40 IN IN 2 INR 31/12/999

9

01/01/199

0

40 IN IN 1 INR 31/12/999

9

01/01/199

0

40 IN IN 2 INR 31/12/999

9

01/01/199

0

In this step, you define an alternative currency to be used for wage

type amounts in the infotype Basic Pay (0008).

The default currency for wage types in the infotype Basic Pay (0008) is taken from the currency set for the company code in

the Currency for Public Sector view. You can, however, set up the default currency so that it is dependent on the country grouping,

pay scale type, pay scale area and employee subgroup grouping for collective agreement provision.

You can also set up a currency with additional decimal places. This allows you to enter amounts for wage types that have more than

the usual number of decimal places. The currency for the annual salary should still be taken from

the Currency for Public Sector view.

Revise Pay Scale Groups and Levels

Path: Personnel Management Personnel Administration Payroll Data Basic Pay -> Revise Pay Scale Groups and Levels

Table: V_T510

CGr

pg

T

y.

A

r.

Gr

pg

PS

group

L

v

Wage

type

PS

type

PS area End

date

Start

date

Amo

unt

40 0

1

0

1

3 12 Mont

hly

IN Pay

Area

31/12/9

999

01/01/1

990

0.00

In this step, you represent the collective agreement governing

payment of your employees in the SAP system.

Example

You would like to enter wage types in the Basic Pay infotype (0008) which should be valuated indirectly using the pay scale

groups/levels

Enter Pay scale type and then Area

Example

You would like to enter wage types in the Basic Pay infotype (0008)

which should be valuated indirectly using the pay scale groups/levels

Real Time Example

Type Area Grp PS Group Level WT Amount Currency

03 01 1 H001 00

8.00 USD

03 01 1 H001 01

8.50 USD

03 01 1 H001 02

9.00 USD

03 01 1 H001 03

9.50 USD

03 01 1 H001 04

10.00 USD

03 01 1 H001 05

11.00 USD

03 01 1 H002 00

12.35 USD

03 01 1 H002 01

14.55 USD

03 01 1 H002 02

16.00 USD

03 01 1 H002 03

20.75 USD

03 01 1 H002 04

21.00 USD

03 01 1 H002 05

23.25 USD

03 02 1 H001 00

10.00 USD

Define pay scale salary ranges

Path: Personnel Management Personnel Administration Payroll Data Basic Pay Define pay scale salary ranges

Table: V_T710

Specify Working Hours fixed by Collective Agreement

Path: Personnel Management Personnel Administration Payroll Data Basic Pay Specify Working Hours fixed by Collective Agreement

Table: V_T510I

In the last step, you defined the collective agreement types (pay

scale types for short) and collective agreement areas (pay scale areas for short) for your enterprise.

You now assign working times to your various combinations of pay

scale type and pay scale group. You specify both the standard weekly working time and the standard number of working days per

week as stipulated in the collective agreement.

Example

Employees assigned to the pay scale type 01 and the pay scale area 01 have a standard weekly working time of 36.50 hours; the hours

are distributed over 5 working days.

This is not generally used, but better just get to know what is what.