Professional Documents
Culture Documents
Ajay Kumar
E-mail : ajay_kuma@hcl.com
Training Agenda
DAY 1
Introduction
Holiday Calendar
Work Schedule
DAY 2
Absence Infotype
Absence Quota Generation Rules
DAY 3
CATS
Quota Compensation
Schema Modification
-2-
IT 2010(Employee Remuneration)
Compensation)
IT 2001 (Absences)
Specifications)
IT 2002 (Attendances)
IT 2003 (Substitutions)
IT 2004 (Availability)
IT 2005 (Overtime)
Compensation)
-3-
(Simulated Infotypes)
-4-
(Infotype Maintenance)
PA30
PA20 - Dispaly
PA61
PA51
PA71
-5-
Break Schedules
Variants
Rules - Variants
Work Schedules
Generate
Monthly Work Schedules
Work Schedules
-6-
(Work Schedule)
The Daily work schedule specifies the working times
and breaks
A period work schedule is a fixed pattern of daily
work schedules
A work schedule rule links the following elements:
Public Holiday calendar
Period work schedule
Daily work schedule
Work break schedule
Personnel subarea grouping
Employee subgroup grouping
Holiday Calendar
-8-
-9-
Working day
Customer Specific
- 10 -
Holidays may be Fixed (Fixed date), Movable (varies from year to year) and
can also be configured as distance from Easter
- 11 - 11 -
- 12 -
01
A
Norm (8H)
Norm (10H)
Executives (9H)
Early
Late
Night
Off
01
Normal (8H)
Executives (9H)
Early
02
02
Late
Night
Off
Normal (10H)
Early
Late
- 13 -
Night
Off
01
Marketing
Maintenance
01
02
Administration
02
- 14 -
- 15 -
Salaried
Trainees
- 16 -
View : V_503_ALL
- 17 -
- 18 -
- 19 -
Definition : V_T550X
Assignment : V_T550A
3 conditions for selection of variant
#Holiday Class for the day
#Holiday class for the next day
#Weekday
You can have many variant for a DWS. When all above conditions
meet, specific variant will be selected.
- 20 -
Rule
No
X True
b123456789 1 23 4567
. - Not True
- 21 -
Variant
EARL
Middle Shift
01
08:00
To
16:00
MIDD
Night Shift
16:00
01
To
24:00
NIGH
01
0:00
- 22 -
To
08:00
1
01
6DAY
001
6DAY
6DAY
6DAY
6DAY
6DAY
6DAY
OFF
- 23 -
Weekly off
For Weekly off there should be a separate Daily Work Schedule in which the
option No planned working hours is to be checked
OFF
Weekly Off
Checkbox
No timings need to be entered in this Daily Work Schedule as it is meant for an OFF day
- 24 -
01
ROTA
001
EARL
EARL
EARL
EARL
EARL
OFF
OFF
01
ROTA
002
MIDD
MIDD
MIDD
MIDD
MIDD
OFF
OFF
01
ROTA
003
NIGH
NIGH
NIGH
NIGH
NIGH
OFF
OFF
When the Work Schedule is generated this pattern would be repeated over a period specified
- 25 -
Period Work Schedule Rotating Shift Change of Shift every two days
Here the Daily Working times is changing every two days. Hence the full
cycle ending with Night Shift has to be specified. 001 to 006 denote the
week numbers.
1
2
3
4
5
01
ROTA
001
EARL
EARL
MIDD
MIDD
NIGH
OFF
OFF
01
ROTA
002
NIGH
EARL
EARL
MIDD
MIDD
OFF
OFF
01
ROTA
003
NIGH
NIGH
EARL
EARL
MIDD
OFF
OFF
01
ROTA
004
MIDD
NIGH
NIGH
EARL
EARL
OFF
OFF
01
ROTA
005
MIDD
MIDD
NIGH
NIGH
EARL
OFF
OFF
01
ROTA
006
EARL
MIDD
MIDD
NIGH
NIGH
OFF
OFF
- 26 -
Personnel Area
Personnel Subarea
PH Cal
CHEN
ADMN
IN
CHEN
ACCT
IN
CHEN
PROD
ZN
- 27 -
Day Types
Day types are meant for public holiday classes. Whether the employee will Work
on Public Holidays and whether he will be paid or not
Day Types
Blank
Work/Paid
Off/Paid
Off/Unpaid
Off/Special Days
- 28 -
Weekday
b123456789
Saturday
b123456789
Sunday
b123456789
On Working day the employee has to Work to get paid, on Full Day Public Holiday
Day Type is 1 Off and paid. This rule will be referred in Work Schedule Rule. In
this example, the same rule is applicable for Weekday, Saturday and Sunday
- 29 -
- 30 -
Daily
Weekly
40
Monthly
160
No. of workdays in
a week
Annual
- 31 -
1920
NORM
Reference Date
01.01.1990
Starting point
001
01
- 32 -
PSA Grouping
40
Holiday Calendar
IN
Generate
Work Schedules
Manually
Work Schedule
Rule
General
From period
12/2006
To period
01/2008
- 33 -
Batch Method
- 34 -
Infotype 0007
The Work Schedule generated is to be attached to an employee in Infotype
0007
- 35 -
- 36 -
What does Time Management Status specify? And what are the
possible values?
Time Management Status specifies whether an employee participates
in Time Evaluation
Possible values of TMS are:
0 -- No Time Evaluation
1 -- Time Evaluation, Actual Times
2 -- Time Evaluation, PDC
7 -- Time Evaluation without Payroll Integration
8 -- External Services
9 -- Time Evaluation, Planned Times
- 37 - 37 -
Substitution
- 39 -
Substitution
PA- PSA Grouping for substitution
- 40 -
- 41 -
- 42 -
- 43 -
- 44 -
- 45 -
- 46 -
Positive Time
Recording
Negative Time
Recording
- 47 -
- 48 -
- 49 -
- 50 -
- 51 -
Absences / Attendances
Absences
2001
Attendance's
Attendance / Absence
Quotas
2007 / 2006
2002
- 52 -
Leave
Entitlement
0005
SAP System
Time Recording
Terminals
Master
Data
Secured
FTP Server
Clock
server
Inbound
Time
Files
LSMW /BDC/PI
T&A
Payroll
Time recording terminals will capture the time data and record it on clock server
Time data input file will be generated from clock servers and placed on the FTP server
Time Data will be loaded to SAP using SAP PI/LSMW/BDC for time evaluation
SAP payroll engine will use SAP time data to generate pay checks
- 53 -
SAP SYSTEM
T&A
System
Time Recording
Terminals
Master
Data
Secured
FTP
Server
LSMW
/BDC/PI
Inbound
Time
Files
Payroll
Master data will be maintained in SAP and sent to FTP Server for loading into T&A
system
Time Recording Terminals will capture the time data and T&A System will do the
validation and evaluation
Consolidated data from T&A system will be loaded to FTP Server
Time Data will be loaded to SAP using SAP PI/LSMW/BDC for Payroll processing
SAP to SAP integration will be through RFCs
- 54 -
3. Shift substitutions
- 56 -
2. Available
3.Available on-call
- 57 -
4.
- 58 -
- 59 -
Absence/Attendance
Counting
Absences / attendances
TYPES
Personnel Subarea
groupings
QUOTAS
Quota type 99
Quotas 2006/2007
- 60 -
Absence IT 2001
- 61 -
- 62 -
- 63 -
- 64 -
- 65 -
- 66 -
- 67 -
- 68 -
Absence Counting
- 69 -
Group personnel
subareas for time
quotas
Assign counting
rules to absence
types
Group employee
subgroups for time
quotas
- 70 -
Define counting
rules
- 71 -
- 72 -
PA PSA Grouping
- 73 -
Rounding Rule
- 74 -
Rounding Rule
Quotas can be rounded for which we can specify the conditions for rounding in a
rounding rule
The lower limit and upper limit can be specified along with the target value for
rounding.
We can either include or exclude the lower or upper limit for the purpose of rounding
If we select checkbox Roll the target value would be rolled for subsequent intervals
- 75 -
Counting Rule
Applicability of Rule
Condition for Current Day
Weekday
Holiday Class
Counting
Deduction Rule
- 76 -
Counting Rule
We assign a deduction rule in a counting rule
Counting rule will specify the conditions for counting an absence
Counting Rule
Sequence Number
101
001
- 77 -
Within entitlement
100
Over entitlement
- 79 -
Counting Rule
- 80 -
- 81 -
- 82 -
Public Holiday
Class:
Monday - Saturday
Daily Work Schedule
Class, Day Type:
Working Days
Blank
Absence Type:
Casual Leave
Period Work
Schedule Class:
All
Hours
Days
Quota Multiplier 50%
Deduction of Quota
Hours
4
- 83 -
Days
1
Deduction Rule
- 84 -
Deduction Rule
Deduction rule Specifies the Deduction of Quotas ,the sequence in which they have to
be deducted and also the priority of deduction
There may be more than one quota for the same absence type. The order of deduction
of these quotas have to be specified
The priorities can be Quota types, Validity from date, Validity to date, deduction from
date and deduction to date.
The Validity interval is the period for which quota has accrued. The Deduction interval is
the period in which the quota can be used.
- 85 -
Quota type
Priority 2
Validity from
Priority 3
Validity to
Priority 4
Deduction from
Priority 5
Deduction to
- 86 -
- 87 -
- 88 -
- 89 -
- 90 -
Feature : HRSIF
- 92 -
- 93 -
- 94 -
- 95 -
- 96 -
Direct/ No Approval
Remove display field for next agent. This will not display approver in the
ESS leave request.
Uncheck Requests have to be approved. This will allow direct approval.
- 97 -
- 98 -
- 99 -
- 100 -
PTARQ
- 101 -
T-Codes
Report
RPTARQPOST
Description
Leave Requests: Post
RPTARQDBVIEW
RPTREQAPPRCHK
RPTARQEMAIL
Determine Approver
Leave Requests: Send E-Mails
RPTARQLIST
RPTARQERR
RPTARQSTOPWF
- 102 -
Attendance IT 2002
- 103 -
Define Attendance
- 104 -
Attendance IT 2002
- 106 -
Availability : IT 2004
- 107 -
IT 2004
- 108 -
- 109 -
- 110 -
For quota types that will be manually accrued and created, check No
generation. For quota types that will be automatically accrued (by time
evaluation or the generation program), check Increase or Replace. If
increase is selected, each accrual amount transferred will add to the
existing entitlement. Replace will overwrite the existing entitlement
when accruals are transferred.
- 111 -
Generation Rule
Generate Rule incorporates
Base Entitlements
Reduction Rule
Rounding Rule
Based on Challenge percentage of employee different generation rules can be framed
Based on date of entry, different generation rules can be framed
The maximum entitlement can be restricted in the generation rule
- 112 -
- 113 -
Base Entitlement
- 114 -
Based on seniority - 1
- 115 -
Based on seniority - 2
- 116 -
Based on seniority - 3
It defines the constant amount for the quota based on seniority. In the first
screen, that the Sequential Number is 001, the Seniority is 000-003 years, and
the Constant is 80.00 hours. In the second screen, the Sequential Number is
002, the Seniority is 004-006 years, and the Constant is 120.00 hours. In the
third screen, the Sequential Number is 003, the Seniority is 007-999 years, and
the Constant is 200.00 hours.
In the Related to period section, the period is set to Calendar year. This means
that the constant entitlement amounts are for the calendar year, ie. 200 hours
per year.
- 117 -
- 118 -
Validity Interval
We may specify validity interval as start of calendar year to end of calendar year or
alternatively, other periods can also be specified as validity interval.
While giving the validity interval, the quota type selection rule group will also be
specified.
- 119 -
Deduction Interval
Deduction interval is the period in which quota can be used.
- 120 -
- 121 -
- 122 -
Reduction Rule
- 123 -
- 124 -
Reduction Rule
Quota can be reduced proportionately for part-time employees based on part-time
percentage in Infotype 0007
For employees who join or leave in the middle of the year, based on inactivity, quotas
can be reduced
- 125 -
- 126 -
Generation Rule
- 127 -
Generation Rule
Generate Rule incorporates
Base Entitlements
Reduction Rule
Rounding Rule
Based on Challenge percentage of employee different generation rules can be framed
Based on date of entry, different generation rules can be framed
The maximum entitlement can be restricted in the generation rule
- 128 -
Default of Quotas
- 129 -
Default of Quotas
QUOMO feature defaults quotas based on Quota Type Selection Rule Group
The Generation Rule and Validity periods would refer the Quota Type Selection Rule
Group
Based on the Quota Type Selection Rule Group QUOMO will default the quotas if
report
RPTQTA00 is run or when Infotype 2006 is created
- 130 -
- 131 -
Applicability
- 132 -
Applicability cont..
- 133 -
Accrual Period
Time evaluation period: Period determined in time evaluation, defined in the Determine
time evaluation period step in the IMG. The accrual takes place at the end of the time
evaluation period.
Payroll period: Period determined in payroll; valid payroll period of the day to be
evaluated of the payroll area of the employee to be evaluated. The accrual takes place
at the end of the payroll period.
Other period: Individually specified period; period parameters are defined in the Define
period parameters step in the IMG. This period is particularly useful if you have irregular
accrual periods that may begin in the middle of the month. The accrual takes place at
the end of the period.
Rel. to date type: Period is defined in relation to a date type from the Date
Specifications Infotype (0041). You determine the accrual period using the length field
(for example, the date the employee joined the company, with a period of one month.)
- 135 -
Base Entitlement
- 136 -
- 137 -
Accrual Entitlement
- 139 -
- 140 -
Transfer Time
- 141 -
- 142 -
Total Entitlement
- 143 -
- 144 -
- 145 -
- 146 -
- 147 -
Schema : TQTA
- 148 -
PT60 : RPTIME00
- 149 -
Schema Log
- 150 -
- 151 -
Result: RPTQUOTA_CHECK
- 152 -
- 153 -
- 154 -
- 155 -
- 156 -
- 157 -
- 158 -
- 159 -
- 160 -
- 161 -
- 162 -
- 163 -
- 164 -
- 165 -
- 166 -
Comp
=
=
=
<
Diff
0
-1
0
Year
2010
Meaning, Such as
Leave Year 2010
Current Year (Start date of payroll period)
Leave from Previous year
Leave from Prior Year
Always
- 167 -
- 168 -
- 169 -
- 170 -
- 171 -
Time Evaluation
- 172 -
Setting up working
time provisions
Recording current
time data
Evaluating
times
DEUTSCHE
MARK
DEUTSCHE
MARK
DEUTSCHE
MARK
DEUTSCHE
MARK
Postprocessing
- 173 -
...evaluating...
Time sheet
Self-service
applications
DE U TS CHE
M A RK
Time
administrator
D E UTS C HE
M AR K
DE U TS CHE
M A RK
D E UTS C HE
MARK
- 174 -
11
10
2
9
8
4
7
Organizational
Assignment (0001)
Time Recording
Information (0050)
(2001)
(2002)
(2005)
(2011)
(2003)
(2004)
(2006)
(2007)
R
- 175 -
Pair Formation
Entry Screens
PA2001
PA2002
PA200n
TEVEN
PCL1
(B1)
NT1
Time Evaluation
RPTIME00
PCL2
(B2)
PT
Updates
Payroll
PCL2 (B2)
RPCALC00
Legacy Payroll
RPTEZL00
PU12
- 176 -
ZL
PA2001
PA2002
PA200n
- 177 -
TEVEN
- 178 -
- 179 -
- 180 -
- 181 -
- 183 -
CATS BASICS
Employer
Ease of use
- 185 -
CATS Classic
For HR / Time Administrator for multiple EE entry.
CATS Regular**
Can be used through web browser in ESS application
Extensively Used
CATS Notebook
Good for marketing employees, whom internet is not accessible all
times.
- 187 -
- 189 -
SAP transactions:
- 190 -
Approval Process
http://help.sap.com/saphelp_erp60_sp/helpdata/en/64/4003fb47021
1d189720000e8322d00
CATS: Agent Determination with CATS Workflow tasks : SAP Note
951708
When dealing with Workflow setup, do not forget to synchronize the
Organizational Management Structure buffered by SAP, by running
transaction code SWU_OBUF
- 191 -
You can use the CATS to record times for and transfer them to the
following target components:
Quest 2 : What are the steps I n the time data entry process using
CATS?
- 193 -
Quest 3 : What are the prerequisites for working with the CATS?
To be able to use the CATS, you must have:
1) HR Mini master (Personnel Number and Personnel data for the
employees whose times are recorded).
2). A data entry profile for recording employees time data.
3) The necessary authorizations for working with CATS.
- 194 -
- 195 -
- 196 -
Attributes of PCR
- 197 -
- 198 -
- 199 -
- 200 -
Thank you