Post on 17-Apr-2018
Chapter
3 Time Managers Workplace Transactions
Time Managers Workplace
Learner Guide Time Managers Workplace Transactions
Course Map The course map will provide you with a high level overview of where you are at the beginning of every chapter.
Chapter 3 • Page 1
Time Managers Workplace
Time Managers Workplace Transactions Learner Guide
Time Manager’s Workplace The SAP Time Manager’s Workplace is a Time Management tool that provides an integrated user interface to maintain time data.
Overview All time data can be entered, corrected, and completed on one screen
Time administrators automatically see a list of the employees for whom they are responsible without making any selections manually.
There are various views (such as the multi-day, multi-person, and one-day view) available for the Time Administrators to maintain this time data
The actual screen layouts and scope of functions displayed in the Time Managers Workplace (TMW) has been customised to reflect Prasa relevant information
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Time Managers Workplace
Learner Guide Time Managers Workplace Transactions
TIME MANAGER’S WORKPLACE – SCREEN NAVIGATION The purpose of this transaction is to access the Time Manager’s Workplace.
Overview
Ensure that the SAP Easy Access screen is displayed.
Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path
OR
in the
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Enter transaction code PTMW Command field and click on the button. Enter
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance
Time Managers Workplace
This screen is divided into the following 3 main areas:
11.. The Calendar Area for selecting the period in which time data maintenance must be done.
Time Managers Workplace Transactions Learner Guide
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22.. The Employee Selection Area for selecting one or more assigned Employees whose time data must be displayed or maintained.
Take Note
33.. The Time Data Maintenance Area to display the details of the selected Employee/s.
The Calendar Area Calendar Area
You can use the calendar in the Time Manager’s Workplace to select the time period for which you want to process or display time data. When you use the calendar, you can also enter data for the entire period at the same time.
Overview
Time Managers Workplace
Learner Guide Time Managers Workplace Transactions
Term/Concept Description
The current month, current week date is normally selected with Today’s date in bold. Date
Click on the Scroll buttons to select the previous or future month.
Selecting a month
Click on the Month Header to select the whole month.
Selecting a Date
Click on a specific date or highlight a period to select it.
The Employee Selection Area Employee Selection Area
The system displays only those Employees who are assigned to the profiles of the individual Time Administrators. A Time Administrator selects an Employee from the Employee list to maintain or display their time data.
Overview
If required, and provided he or she has the required authorization, the time administrator can add more Employees and Employee groups to their Employee list.
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Time Managers Workplace
Term/Concept Description
The names of the Employees whose Time Data can be displayed/maintained are displayed in this area. These Employees are linked to a relevant Time Administrator in the Organisational Assignment (IT0001) Infotype.
Employees
Double click on the name of another Employee, to display their Time Data in the Time Data Maintenance Area.
Selecting an Employee
The name of the Employee whose Time Data is displayed in the Time Data Maintenance Area is highlighted.
Selected Employee
Click on the top name, press and hold down SHIFT on the keyboard, click on the bottom name on the list and click on the
Selecting multiple
Employees button to copy the names of all the persons to the Time Data Maintenance Area.
Selecting a Date
Click to select a specific date or highlight a period to select it.
The names of the Employees assigned to the Line Manager or Time Administrator are displayed. Click on the Employee List button and select one of the following options to add additional Employees:
Persons in organisational units Selection via Time Administrators
Maintain your own Employee lists
Temporally add Employees
Refresh Employee list
Time Managers Workplace Transactions Learner Guide
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Time Managers Workplace
The Time Data Maintenance Area
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The Time Data Maintenance function was designed for Time Administrators to enter, correct, and complete time data for the Employees assigned to them.
Time Data Maintenance Area
Overview
Time Managers Workplace
Time Managers Workplace Transactions Learner Guide
Term/Concept Description
The top row displays the relevant system messages. System Messages
Click on the Dropdown List button next to the Employee Data section to display:
Contact Persons Employee Data
Master Data
Time Accounts
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Employee Data Click on the Expand or Collapse buttons to display or hide the Employee Data section.
This section displays the relevant Master Data information of the selected Employee.
Master Data
This section displays the relevant Paid Leave Balances of the selected Employee.
Paid Leave Balances
This section displays the Other Leave Balances of the selected Employee.
Other Leave Balances
Time Managers Workplace
Learner Guide Time Managers Workplace Transactions
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The Calendar Time Data view Calendar Time Data
The monthly calendar is a color graphic layout of one Employee’s time data over one calendar month or for an individually selected period of several weeks. It enables you to quickly classify an Employee’s several-day, whole-day, and partial-day time information for each day.
Overview
The monthly calendar is particularly useful for entering and processing time data if you want a quick overview of an Employee’s time entries. As time entries are displayed in different colors, this view is an ideal initial view for Time Administrators to search for and quickly find a specific time entry.
Time Managers Workplace
Time Managers Workplace Transactions Learner Guide
Term/Concept Description
Time Data for the specified period can be displayed in a Calendar, Time Data or Time Events view.
Time Data view
The Calendar view has the following Date display options:
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Calendar tab A Daily view
A Weekly view
A Monthly view
A Yearly view
The following maintenance options are used:
Create a new Time Record
Delete an incorrect Time Record Time Data
Maintenance options
Display the details of a Time Record
Copy a selected Time Record
Cut a selected Time Record
Paste a selected Time Record
Select a date and click on a maintenance option to create a new time record or change an existing time event that is different to the planned working time. The Detail section is displayed where the relevant Time ID can be selected.
Time Managers Workplace
The Time Data view Time Data
In the Time Data page, you can administrate all Time Management infotypes that are supported by the Time Manager’s Workplace.
Overview
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Time Managers Workplace
Time Managers Workplace Transactions Learner Guide
Term/Concept Description
Click on the Expand button to expand or collapse a day’s view.
Show/hide
Weekday Abbreviation of the day of the week.
Date Relevant date.
ID Time data ID code.
ID Text Text relating to the ID code.
Start Starting time.
End Ending time.
Duration Number of hours.
All normal working times which display from the employee’s Planned Working Time Infotype (IT0007) will default in as “unconfirmed” (the box will be unchecked)
Confirm
The following maintenance options are used:
Display the details of a Time Record
Time Data Maintenance
options
Create a new Time Record
Delete an incorrect Time Record
Cut a selected Time Record
Copy a selected Time Record
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Time Managers Workplace
You are now able to:
Access and navigate in the Time Manager’s Workplace
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Consolidation
Time Managers Workplace
Time Managers Workplace Transactions Learner Guide
CREATE AN ABSENCE RECORD FOR AN EMPLOYEE
The purpose of this transaction is to maintain a selected Employee’s Absence Time Data.
Overview Use Absences to record the following situations, for example:
Leave
Doctor’s appointments
Illness
Ensure that the SAP Easy Access screen is displayed.
Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path
OR
in the
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Enter transaction code PTMW Command field and click on the button. Enter
The Time Data Maintenance Multi-day view (Employee) screen is displayed.
Time Data Maintenance
Time Managers Workplace
Complete the following instructions:
Button/Field Description Instruction
Employee Selection Area Double click to select the relevant Employee.
Time Data Maintenance
AreaHighlight the row with the relevant Date or click on the date on the Calendar.
Click on the Create button.
The Time Data Maintenance Multi-day view (Selected Employee) screen is displayed. Time Data
Maintenance
The Detail screen area opens for the selected date.
Take Note
Complete the following instructions:
Button/Field Description Instruction
Click on the Possible Entries button to display a list of possible entries.
ID
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Time Managers Workplace
The ID dialog box is displayed. ID dialog box
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Time Managers Workplace
Complete the following instructions:
Button/Field Description Instruction
ID text Click on the relevant Absence ID.
Click on the Copy button.
Time Data
The Time Data Maintenance Multi day view screen is displayed. Maintenance
The defaulted date for the selected absence is one day. The end date can be changed if the selected absence is longer than one day.
Take Note
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Time Managers Workplace
Complete the following instructions:
Button/Field Description Instruction
Change the Second Date if the relevant absence is longer than one day. Date
Click on the Enter button to check and verify the entries.
Time Data The Time Data Maintenance Multi-day view screen is displayed. Maintenance
The following tabs are displayed:
The Absence Times tab displays the Absence Type
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The Comment tab where comments with regards to the relevant absence, can be entered
Take Note
Complete the following instructions: Button/Field Description Instruction
Click on the Save button.
Time Managers Workplace
The Time Data Maintenance Multi-day view screen is displayed.
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Data was saved.
You are now able to:
Create an absence record for an Employee in the Time Manager’s Workplace
CHANGE AN ABSENCE RECORD The purpose of this transaction is to change an existing time record. The following changes can be made to an absence record:
Select another time ID
Change the date of the record
Changes made to the record must be saved.
Time Data Maintenance
System Result
Consolidation
Overview
Time Managers Workplace
Ensure that the SAP Easy Access screen is displayed.
Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path
OR
in the
Time Managers Workplace Transactions Learner Guide
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Enter transaction code PTMW Command field and click on the button. Enter
Time Data The Time Data Maintenance Multi-day view screen is displayed. Maintenance Multi-day view
Complete the following instructions:
Button/Field Description Instruction
Employee Selection Area Double click to select the relevant Person.
Time Data Maintenance
AreaClick to select the relevant Date with the Time Record that must be changed.
Time Managers Workplace
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The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view
Complete the following instructions:
Button/Field Description
Click on the Select button to select the record. Instruction
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view
You can either click on the Detail button to open the Detail screen area to change the record, or you can use the method demonstrated below.
Take Note
Time Managers Workplace
Complete the following instructions:
Button/Field Description Instruction
Click on the Possible Entries button to display a list of possible entries.
The ID screen is displayed. ID
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Time Managers Workplace
Complete the following instructions:
Button/Field Description Instruction
ID Click on the relevant ID.
Click on the Copy button.
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view
Complete the following instructions:
Button/Field Description Instruction
Click on the Enter button to update the fields.
Click on the Save button.
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Time Managers Workplace
The Time Data Maintenance Multi-day view screen is displayed.
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Data was saved.
You are now able to:
Change an Absence record
Time Data Maintenance Multi-day view
System Result
Consolidation
Time Managers Workplace
Learner Guide Time Managers Workplace Transactions
DELETE AN ABSENCE RECORD The purpose of this transaction is to delete a Time record that was created in error. This transaction must be used with caution and only when a record is created in error. When a record is deleted, all history is lost.
Overview
Ensure that the SAP Easy Access screen is displayed.
Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path
OR
in the
Chapter 3 • Page 25
Enter transaction code PTMW Command field and click on the button. Enter
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view
Time Managers Workplace
Complete the following instructions:
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Button/Field Description Instruction
Employee Selection Area Double click to select the relevant Employee.
Click to select the relevant Date where the incorrect Time Record is located. Calendar
Click on the Select button to select the relevant record.
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view
Complete the following instructions:
Button/Field Description Instruction
Click on the Delete button.
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view
Time Managers Workplace
The entry has been deleted
System Result
Complete the following instructions:
Button/Field Description Instruction
Click on the Enter button to check and verify the entries.
Click on the Save button.
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Time Managers Workplace
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance
Data was saved.
System Result
You are now able to:
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Delete an Incorrect Absence record Consolidation
Time Managers Workplace
Learner Guide Time Managers Workplace Transactions
CREATE AN ATTENDANCE RECORD FOR AN EMPLOYEE - OVERTIME The purpose of this transaction is to maintain a selected Employee’s Attendance Time Data where there is an exception, that is, there is a variation from the employee’s planned working time.
Overview
Create Attendances to record the following situations, for example:
Overtime
Ensure that the SAP Easy Access screen is displayed.
Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path
OR
in the
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Enter transaction code PTMW Command field and click on the button. Enter
The Time Data Maintenance Multi-day view (Employee) screen is displayed.
Time Data Maintenance
Time Managers Workplace
Complete the following instructions:
Button/Field Description Instruction
Employee Selection Area Double click to select the relevant Employee.
Calendar Click on the relevant date on the Calendar.
Click on the Expand button on the Time Maintenance Data Area.
The Time Data Maintenance Multi-day view (Selected Employee) screen is displayed. Time Data
Maintenance
The Detail screen area opens for the selected date.
Take Note Complete the following instructions:
Button/Field Description Instruction
Click on the Create button.
Click on the Possible Entries button to display a list of possible entries.
ID
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Time Managers Workplace
The ID dialog box is displayed. ID dialog box
Complete the following instructions:
Button/Field Description Instruction
ID text Click on the relevant Attendance ID.
Click on the Copy button.
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Time Managers Workplace
Time Data The Time Data Maintenance Multi day view screen is displayed. Maintenance
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Time Managers Workplace
Complete the following instructions:
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Button/Field Description
Click on the Copy button.
The Time Data Maintenance Multi day view screen is displayed.
Instruction
Time Data Maintenance
The Attendance Times tab appears for entry of attendance hours.
Take Note
Complete the following instructions:
Button/Field Description Instruction
Start Time Enter the Start and End times of the attendance
Click on the Enter button to check and verify the entries.
Time Managers Workplace
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance
The attendance appears on the Time Data tab for that date:
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Take Note Complete the following instructions:
Button/Field Description Instruction
Click on the Save button.
Time Managers Workplace
The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance
Data was saved.
System Result
You are now able to:
Create an attendance record for an Employee in the Time Manager’s Workplace
Consolidation
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Learner Guide Time Managers Workplace Transactions
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