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Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 1: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management Training

Additional Slides

Adrian Miners

[email protected]

1

Page 2: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

SAP HR Overview

SAP ERP

SAP Portal

Personnel Administration

Organisation Management

Payroll

PA30 PT_CLSTB1/2 PC_PAYRESULT PPOME

ESS / MSS

Time Recording

Page 3: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Sources of Help

• HELP.SAP.com

• SDN.SAP.COM

• Go to www.google.com

• Enter your query:

• ‘Time Management PCR’s site:sdn.sap.com’

• http://www.nicx.co.uk/page13.php

• HR305, HR306 and HR311 Training Manuals

• This book of additional slides

3

Page 5: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: Personnel Subarea Groupings

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Page 6: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: Employee Subgroup Groupings

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Page 7: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: Other Groupings

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Page 8: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: What, who, how...

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Page 9: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: Workschedules

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Page 10: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: Absence Quotas

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Page 11: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Management: Counting & Deduction Rules

11

Absence Type

Counting Rule

Deduction Rule

Quota Type

Page 12: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Evaluation

• From this page forward the slides focus on Time Evaluation

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Page 13: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Transaction Codes

• PTMW: Time Mangers Workplace • PA61: Maintain Time Data • PA30: HR Master Data • PT60: Time Evaluation • PECLUSTER: Cluster Directory • PT_CLSTB2: Cluster B2 (PCL2) • PT_CLSTB1: Cluster B1 (PCL1) • PE01: Schema • PE02: Rules • PE03: Features • PE04: Functions and Operations • PDSY: Documentation

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Page 14: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Tables • V_T552V: Dynamic Assignment of Daily Work Schedule Assignment

• V_T554C: Employee Grouping for Absence Valuation

• V_T555A: Time Types

• V_T555E: Error Messages

• V_T555Z: Time Type Determination (TIMTP)

• V_T559P: Time Balance Rule Group

• V_T705A: Absence Reasons

• V_T510S: Time Wagetype Selection

• V_554S_E: Absence, Processing, Time Type Classes

• T553A: Day Type Rules

• V_001P_ALL: Personnel Subarea Groupings

• V_503_ALL: Employee Subgroup Groupings

• V_T550A: Daily Work Schedule

• V_T510V: Processing Types

• V_512W_O: Wage types

• V_T559P: Limits

• V_T559L: Quotas

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Page 15: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Reports • RPTIME00: Time Evaluation

• RPTERL00: Time Evaluation Messages

• RPTDOW00: Time Accounts

• RPTCC106: Upload Time Events

• SAPCDT45: Post Time Events

• RPTCC101: Download Mini Master Data

• RPTDOW00: Evaluate Time Balances

• RPUCTF00:Change Attributes for Schemas and Personnel Calculation Rules

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Page 16: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Data Flow using Terminals

Terminal

Clock-in Clock-out Absence Reasons

3rd Party Time

Recording System

CC1TEV

HR-PDC Interface (SAP Enhancement HRPTIM05 – IMG: Time MGT > Personnel Time Events >

General Settings > Enhancements)

PT80

TEVEN (IT2011 / SE16N) Upload Time

Events (RPTCC106)

Post Time Events

(SAPCDT45)

Download Mini Master Data RPTCC101

IT0002, IT0050, IT0007, Etc

Cluster B1 (NT1)

SAP Time Evaluation Control Record IMG: Time Eval > Gen. Settings >

Set Modifier for Earliest....

Time Evaluation (P2011)

Cluster B2 (PT)

Stored on a monthly basis = Time

Evaluation Period

IT0003

PA61 ESS

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Page 17: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Data Flow without terminals

Timesheet / Time Mangers Workplace / PA30 / PA61 / ESS

3rd Party Payroll System

PT67 Interface

Time Evaluation (P2011)

Cluster B2 (PT)

Stored on a monthly basis = Time

Evaluation Period

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Page 18: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Our Employee

Employee Number: 310011##

Personnel Area: 3300 Subarea: 0001 Country Grouping: 10 Employee Group: 1 Employee Subgroup: U3 Work Schedule: NORM

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Page 19: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Important Groupings

V_001P_All Personnel Subarea Groupings

WHERE DO THEY WORK?

V_503_ALL Employee Subgroup Groupings

WHAT TYPE OF EMPLOYEE ARE THEY?

Time Quota 10 Time Quota 1

Work Schedule 10 Work Schedule 2

Holiday US Calc Rule 2

AB/AtTy 10

TREC 01

AB/AT CTG 01

SUB/AVAIL 10

DWS 10

Primary W/T Blank Prim W/T 2

CAP 2

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Page 20: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Personnel Calculation Rule: TMON

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Page 21: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Important Groupings Ctd:

• Personnel Calculation Rule: TMON

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Page 22: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Infotype 0050

22

Card Number

Lost Card

List of clock ins & outs

Access to

which

terminals

Grouping

for

reasons

PIN Errors,

notes, etc

Data

transfer

Time Evaluation Rule Group

If different from MODT

Can be used if different

from Time Evaluation

calculations

Approval not required for

Overtime

Page 23: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Other Important Groupings: Infotype0050 • Employee Subgroup Grouping For Time Evaluation Rule

• Grouping for Absence Reasons

• Time Event Type Group

23

QUOMO:

Quota Type Selection Rule

Group =01

Page 24: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Work Schedules

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Page 25: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Daily Work Schedule

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Page 26: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Workschedule Details

• Workschedule Rule: NORM • Period Workschedule: NORM • Period Workschedule Counting Class: 1 • Daily Workschedule Class: NORM= 4 • DWS Hours: NORM = 8 • Day Type Selection Rule: 01 • Day Types:

– BLANK: WORK/PAID – 1 : OFF/PAID – 2 : OFF / UNPAID – 3 : OFF / SPECIAL

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Page 27: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Infotype 0007: Planned Working Time

• Workschedule Rule: NORM

Daily Work Schedule: NORM

Planned Hours 8 Hours

Planned Working Time 0800-1700 (Period in which employee can clock in)

Normal Working Time BLANK (Planned minus breaks) Used in flex working patterns for missing clock times for Absences / Attendances

Breaks 12:00-13:00 (1 Hour unpaid)

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Page 28: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Planned Working Time in more detail

Daily Work Schedule: NORM

Overtime 0000-0800

Working Time 0800-1200

Lunch 1200-1330

Working Time 1330-1400

Overtime 1800-2200

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Page 29: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Identifiers for DWS

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Page 30: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Table TZP

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Page 31: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Table TIP (Daily Input)

31

Table TIP

Attendance/Absence

reason on entry / exit

V_T705A

Status from

Pair

Formation

(blank = pair

is error free)

PAGE 32

Attendance

Status of pair in

time evaluation

‘Pair Type’

PAGE 39

Time Identifier for DWS

PAGE 29 & 30

*Processing Type /

Time Type Class*

PAGE 40 & 41 & 42

Processing Type for Time

Evaluation PAGE 36

Time Type

PAGE 37

Overtime

Compensation

Type

IT2002/2007

Origin of Time

Pair PAGE 38

Pair from PT

Absence

Details

Cost Assignment

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Page 33: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 34: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 35: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 36: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 37: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Time Types • T555A: Grouping of times for calculation of payments and reporting

37

Time Type

Description Further Processing

0000 Utility Time Type 1 (Processing Types P + A) • Save as a Day Balance? (ZES)

• Cumulate in Period Balance? (TES)

• Store in Time Accounts? (SALDO)

0001 Utility Time Type 2 (Processing Type P )

0110 Fill Time for Attendance

0210 Core Time for Attendance

0510 Break Attendance

0003 Skeleton Time

0005 Flextime Balance

0100 Fill Time

0040 Overtime Worked

Page 38: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 39: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 40: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

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Page 41: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Processing Type / Time Type Class V_554S

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Page 42: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Function P2002

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Page 43: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

T555Y

43

V_0

01

P_A

LL /

TR

EC

TMO

N /

MO

DIF

T

Pro

cess

ing

Typ

e /

Tim

e T

ype

Cla

ss

Pro

cess

ing

Typ

e

Tim

e Ty

pe

/V

_T5

55A

Pai

r Ty

pe

1

Gen

erat

ed b

y P

20

00

(IT0

00

7)

Pai

r Ty

pe

2

Rec

ord

ed A

bse

nce

(IT2

001

)

P

air

Typ

e 3

Att

end

ance

s

(IT2

00

2)

Pro

cess

ing

Typ

e

Pro

cess

ing

Typ

e

Tim

e Ty

pe

Tim

e Ty

pe

V_5

54

S_F

Page 44: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

T555Z

44

V_0

01

P_A

LL

/ TR

EC

MO

DT

/

MO

DIF

T

Tim

e Id

enti

fier

Pro

cess

ing

Typ

e

Tim

e Ty

pe

/

V_T

55

5A

Pai

r Ty

pe

0

No

t at

wo

rk

Pai

r Ty

pe

1

At

Wo

rk

Pai

r Ty

pe

2

Rec

ord

ed A

bse

nce

(IT2

001

)

P

air

Typ

e 3

Off

site

Wo

rk

(IT2

00

2)

Pro

cess

ing

Typ

e

Pro

cess

ing

Typ

e

Pro

cess

ing

Typ

e

Tim

e Ty

pe

Tim

e Ty

pe

Tim

e Ty

pe

Page 45: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Common Functions & Operations (PE04)

Operations

OUTWP See Rule TL10: Queries Master Data (uses IT0000, 1, 2, 7, 8 & 16)

VARST Uses status information from TIP, PSP, Infotypes, Tables to fill variable key

HRS Compare hours from current TIP entry

ADDB Add Daily Balance to a specified time type and store in daily balances (TES)

ADDZL Add to Time Wagetypes (ZL)

ADDOT Add overtime to table ZML

OUTTI Retrieve Fields from Infotype 0050

Functions

GWT Generate Wage Types for Time Pairs

P2002 Import Attendances

P2001 Import Absences

ACTIO Function calls PCR’s

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Page 46: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

T510S

46

Time Wage Type

Selection Rule Group

MODT

MODIF W = 03

Day Grouping for time wage

type selection (DAYMO

function)

01: No public hol Mon-SAT

Page 47: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

GWT M ZML

47

Input ‘M’

Page 48: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

GWT M ZML

48

MODT > MODIF w = 03

DAYMO = 01

Condition met!

Page 49: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

T510S Rule 50

49

Groupings

Wage Type

Processing Type

Meets all conditions

Max of 2 hours

Output

Page 50: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B1

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Page 51: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B1

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Page 52: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

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Page 53: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

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Page 54: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

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Page 55: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

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Page 56: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

56

Time Pairs & Tickets

Page 57: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

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Page 58: Time Management Training - · PDF fileSAP HR Overview SAP ERP SAP Portal Personnel Administration Organisation Management Payroll PA30 PPOME PC_PAYRESULT PT_CLSTB1/2 ESS / MSS Time

Cluster B2

58