Time Management Training Manual - برنامج إتقان 1B/Project...Page 1 of 51 SAP HCM TM TRAINING MANUAL PROJECT ITQAN SAP Human Capital Management (SAP HCM) ITQAN SAP Human

Page 1 of 51 SAP HCM TM TRAINING MANUAL

PROJECT ITQAN

SAP Human Capital Management

(SAP HCM)

ITQAN SAP Human Capital Management

(SAP HCM)

Time Management

Training Manual


Contents

1. INTRODUCTION ............................................................................................................................................ 1

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

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

2.2. PROCEDURES EXECUTION ........................................................................................................................... 1

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

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

3.2. PERSONAL WORK SCHDULE ........................................................................................................................ 9

3.3. MAINTAINING TIME DATA ........................................................................................................................ 13

3.4. PAID / UNPAID LEAVE ............................................................................................................................... 16

3.5. FAST ENTRY ............................................................................................................................................... 23

3.6. ATTENDANCE/ABSENCE DATA OVERVIEW ............................................................................................... 26

3.7. QUOTA GENERATION ..................................................................................................................................... 30

3.8. QUOTA OVERVIEW ................................................................................................................................... 32

3.9. DISPLAY ABSENCE QUOTA INFORMATION ................................................................................................ 34

3.10. CHANGE WORK SCHEDULE FOR RAMADHAN (INFOTYPE 2003)................................................................ 41

4. REPORTS ..................................................................................................................................................... 46

4.1. CUMULATED TIME EVALUATION RESULTS: TIME BALANCES / WAGE TYPES ............................................ 46


1. INTRODUCTION

This training manual will describe all the procedures on the system that are performed within a day or routinely. For these procedures, we will provide a detailed explanation and after the completion of this training, you will be able to handle professionally these daily procedures.

2. TRAINING OBJECTIVES

Upon completion of this course, process users will be familiar and know the following activities:

Record Working time and Processing

o Create Work/ Shift schedules

o Change Work/ Shift schedules

o Display Work/ Shift schedules

Master data

This process describes the methods available to enter employees’ time data in WFI

Time entry process covers below business scenarios:

o Personal Work Schedule

o Attendance/Absence data overview

o Quota Overview

o Cumulated Time Evaluation Results

o Display Absence Quota Information

Processing Time This includes:

o Maintaining time data

o Absence Administration`

2.1. TARGET AUDIENCE

Key/process users of Time Management

2.2. PROCEDURES EXECUTION

Tips and Tricks

Use CHECK mark or press ENTER key to refresh screen.

Save [Ctrl +S]: allow you to save the data added or changed.

Back [F3]: allow you to go back to the previous screen.

Cancel [Shift + F2]: allow you to cancel the current action being performed.

Exit [Shift + F3]: allow you to return to the main menu.


3. TIME MANAGEMENT PROCESSES

3.1. CHANGE AND DISPLAY WORK SCHEDULE

SCINARIO

In this processes we will explain and go through the system steps to how we change work

schedule, in order to change work schedule for any person.

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

PROCESS DETAILS

PROCESS HCM_TM_013

MENU PATH Human Resources Personnel Management Administration HR Master Data Maintain

TRANSACTION CODE

PA30

PROCEDURE

3.1.1. Change Work Schedule

Step Action

1. PA30 is now entered in the Transaction box.


Step Action

2. Enter Personnel no.

Step Action

3. Enter 7 in Infotype field


Step Action

4. Click Change .

Step Action

5. Enter 1/5/2015 in Start field


Step Action

6. Clicking Work schedule rule Input Help .

Step Action

7. Select Work schedule rule CHRT000 from the list

8. Click Save .


3.1.2. Display Work Schedule

Step Action


Step Action



Step Action

3. Enter 7 in Infotype field.

Step Action

4. Click Display .


Step Action

5. Back is double-clicked..


3.2. PERSONAL WORK SCHDULE

SCENARIO

In this processes we will explain and go through the system steps to how we check Personal

work schedule

PROCESS DETAILS

PROCESS HCM_TM_006

MENU PATH Human resources Human Resources Time Management

Administration Information System Report Selection Work

Schedule Personal Work Schedule

TRANSACTION CODE

PT63

PROCEDURE

Step Action

1. PT63 is now entered in the Transaction box.


Step Action

2. Click Other period .

Step Action

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


Step Action

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

Step Action

5. Enter 58 in the Personnel Number field .


Step Action

6. Click Execute .


3.3. MAINTAINING TIME DATA

SCENARIO

In this processes we will explain and go through the system steps how we maintain Time related data.

PROCESS DETAILS

PROCESS HCM_TM_010

TRANSACTION CODE

PA61

PROCEDURE

Step Action


Step Action



Step Action

3. Click on Absences

Step Action

4. Click Create .

Step Action

5. Select 0005 Marriage leave from the list


Step Action

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

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

Step Action

8. Click Save .


3.4. PAID / UNPAID LEAVE

SCINARIO

In this processes we will explain and go through the system steps how to make a paid leave and unpaid one.

PROCESS DETAILS

PROCESS HCM_TM_011


TRANSACTION CODE

PA30

PROCEDURE

3.4.1. Paid Leave

Step Action



Step Action

2. The Personnel no. field is filled out.

Step Action



Step Action

4. Click Create .You can also press F5.

Step Action

5. Select 0001 Annual Leave from the list

Step Action



Step Action

7. Enter 29/1/2016 in To field

Step Action

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

Step Action

9. Click Continue .


3.4.2. Unpaid Leave

Step Action


Step Action

2. Enter 20 in Personnel no. field.

Step Action



Step Action

4. Click Create .

Step Action

5. Select 0011 Unpaid Leave from the list


Step Action


Step Action

7. Enter 25/1/2016 in To field

8. Click Save .


3.5. FAST ENTRY

SCINARIO

In this processes we will explain and go through the system steps how to use the fast entry. In this process we will demonstrate giving food allowance to multiple employees at once using fast entry.

PROCESS DETAILS

PROCESS HCM_TM_012

TRANSACTION CODE

PA71

PROCEDURE

Step Action



Step Action

2. Select Today

Step Action

3. Choose Absence


Step Action

4. Click Create .You can also press F5.

Step Action

5. Enter Personnel number

Step Action

6. Enter type And start date &end date

7. Click Save .


3.6. ATTENDANCE/ABSENCE DATA OVERVIEW

SCINARIO

In this processes we will explain and go through the system steps to how we

Attendance/Absence data overview

PROCESS DETAILS

PROCESS HCM_TM_007

MENU PATH

Human resources Human Resources Time Management

Administration Information System Report Selection Work

Schedule Attendance/absence data overview

TRANSACTION CODE

PT64

PROCEDURE

Step Action



Step Action

2. Enter 14/2/2014 in the Data Selection Period field

Step Action

3. Enter 14/12/2014 in the To field.


Step Action

4. Enter Personnel Number field

Step Action

5. Select the fields as shown in the Screen shot


Step Action

6. Click Execute .


3.7. Quota Generation

SCINARIO

In this processes we will generate Quota based on the employee’s Date of Joining

PROCESS DETAILS

PROCESS HCM_TM_009


Administration Time Data Time Evaluation

TRANSACTION CODE

PT60

Step Action

1.

PT60 is now entered in the Transaction box. Take Personnel Number Put the date of the joining (With Current year) Put Joining date +1 Year For test run tick the “Display Log” and “Test Run” To update Info type 2006 un tick it


Step Action

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


3.8. QUOTA OVERVIEW

SCINARIO

In this processes we will explain and go through the system steps how we check Quota

overview

PROCESS DETAILS

PROCESS HCM_TM_008


Administration Time Data Quota Overview

TRANSACTION CODE

PT50

PROCEDURE

Step Action


Step Action

3. Enter 41 in Personnel No. field


Step Action

4. Clicking the Absence quotas tab selects it.

Step Action

5. Clicking the Absence quotas tab selects it.


3.9. DISPLAY ABSENCE QUOTA INFORMATION

SCENARIO

In this processes we will explain and go through the system steps how we Display Absence Quota Information

PROCESS DETAILS

PROCESS HCM_TM_009

MENU PATH

Human resources Human Resources Time Management

Administration Information System Report Selection Time

Accounts Display Absence Quota Information

TRANSACTION CODE

PT_QTA10

PROCEDURE

Step Action

1. pT_qta10 is now entered in the Transaction box.


Step Action

2. Enter 14/11/2015 in From field .

3. Enter 14/12/2015 in To field .

Step Action

4. Enter Personnel Number


Step Action

5. Click All selected EEs .

Step Action

6. Click Execute .You can also press F8.


Step Action

7. Click Pers.No. .

Step Action

8. Click Print preview .

Step Action

9. Select Employee


Step Action

10. Click Back .

Step Action

11. Click Spreadsheet... .You can also press Shift+F4.

Step Action

12. Click Continue .


Step Action

13. Select location and then Click Save .

\

Step Action

14. Click Allow .



3.10. CHANGE WORK SCHEDULE FOR RAMADHAN (INFOTYPE 2003)

SCINARIO

In this processes we will explain and go through the system steps to how we change work

schedule, in order to change work schedule for any person.

This is another way to do process 4.3 in this manual, put for doing the change to month of

Ramadan.

PROCESS DETAILS

PROCESS HCM_TM_014


TRANSACTION CODE

PA30

PROCEDURE

Step Action



Step Action


Step Action

3. Enter 2003 in Infotype field.


Step Action

4. Click Create .

Step Action

5. Enter 1/12/2015 in From field.

6. Enter 29/12/2015 in To field.


Step Action

7. Click on Daily Work schedule Input Help .


Step Action

8. Select from the list

9. Click Save .


4. REPORTS

4.1. CUMULATED TIME EVALUATION RESULTS: TIME BALANCES / WAGE TYPES

This report creates a list of the day balances, cumulated balances (period balances), or

the time wage types determined by time evaluation. You can check, for example, what balances

are formed for each organizational unit. The report can also be used to check value limits set for

time and wage types in Customizing.

Transaction Path

Menu Path Human Resources Time Management Administration Information System Report Selection Time Accounts Cumulated Time Evaluation Results: Time Balances/Wage Types

Transaction Code PT_BAL00

Procedure

1. On the Cumulated Time Evaluation Results selection screen, provide the following flexibility:

Period Section

Choose one of the date period selections that applicable from the list.

Field Name Field Description R/O/C User Action and Values

Comments

Other period

Employee’s data as of today’s date

O

Current Month

Employee’s data as of current month

O


Current Year

Employee’s data as of current year

O

Up to Today

Employee’s data starting from the hire date up to today’s date

O

From Today

Employee’s data starting from today’s date up to any future transaction date.

O

Other Period

Employee’s data on a certain period or date range. For example, 14/11/2015 to 14/12/2015

O Choose this default value as Period selection, and populate 14/11/2015 to 14/12/2015

Payroll Period button

Alternative period selection based on Payroll Period date criteria

O

Selection Section

Provide the following entries on this section of selection screen

Field Name Description R/O/C User Action and Values Comments

Personnel Number

Employee number or ID O Enter Employee number

58

Time recording administrator

Time data administrator that are assigned to group of employees

O

Further Selections button

Provides list of employee master data criteria that can be included as part of Selection Section in addition to Personnel Number and Employment Status entry fields

O Choose the fields on Selection Options area by highlighting the rows

Choose the Select or Right arrow button to move the selected rows to Selection Fields area

Choose Enter button to complete the selection


The additional selected employee master data criteria are displayed on the Selection section

Provide the necessary values that relevant to the additional master data field entries to meet the expected data output

Org. Structure button

Provides list of organization structure that employees’ belong to as one of the report output selection criteria

O Expand the organization structure to find the desired organization units

Select the checkbox next to the desired organization units

Choose the Continue or Green Check button to complete and close the Choose Organization Unit window

Selection Conditions Section


Field Name Field Description R/O/C User Action and Values

Comments

Radio button – Daily Balances

The report reads the results of

time evaluation from table ZES

for the day balances

O

Radio button – Cumulated Balances


time evaluation from table

SALDO for the period balances

O Choose this default value


Radio button – Time Wage Types


time evaluation from table ZL

for the time wage types

O

Value Limits (hours) for time/wage types Section


Field Name Description R/O/C User Action and Values

Comments

Checkbox – Take account of value limits (hours)

Option to checks the value limits that you set in the limit feature for individual time types or wage types

O

Data Format Section


Field Name Description User Action and Values

Layout Specific report output format

2. Choose the Execute button

3. Result

Time Management Training Manual - برنامج إتقان 1B/Project...Page 1 of 51 SAP HCM TM TRAINING MANUAL PROJECT ITQAN SAP Human Capital Management (SAP HCM) ITQAN SAP Human

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