Sap Hcm Personnel Administration Manual for Noobs
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Transcript of Sap Hcm Personnel Administration Manual for Noobs
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REHAN | SAP – HCM PERSONNEL MANAGEMENT FOR NOOBS | JANUARY 17, 2016
SAP – HCM PERSONNEL ADMINISTRATION FOR NOOBS
A CONCISE LAB GUIDE FOR HANDS ON
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PREFACE
The intention of the author is to make this book an assistance which comes handy for the beginner aspirants of SAP – HCM to understand and grasp the subject matter. As theauthor felt during the learning phase the need of some assistance that could be helpful for
a rigorous yet simplified course material. Ample care has been taken for the technicality
of the subject in the era of fast track crash courses to be at par with the subject by the pulse of the course.
Having learnt from several professional tutors and websites to get to the roots of the
subject where not a lot was elucidated to the author. Hence the need was felt.The author has put forth his practice and has captured every step of the process that he
performed technically with elucidated steps, diagrams and screenshots with a perception
of acquainting with the basic know how of the subject especially for the ones who are orintended following this book.
Though, there is a lot of material with screen shots on websites on a large scale, the
author confidently felt the need of this book as a great help available online and in printkeeping in mind the ones at the beginners’ level.
This book is not a humongous heap of theoretical sheets but a straight lab guide whichthe author felt would be of a good help for the first timers to practice with all ease.
The Author expresses his heartiest gratitude towards his family and friends who have
been a great source of inspiration and support without which the guide would not have
been possible.
The author whishes immense gain of knowledge and great success in their endeavors of
learning process for all the followers of the book. Start with expectation and end with asatisfaction.
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Table of ContentsENTERPRISE STRUCTURE ............................................................................................ 4
1 Company Code ............................................................................................................ 4
1.1 CREATE PERSONNEL AREA ................................................................................... 9
1.2 ASSIGNMENT OF PERSONNEL AREA TO COMPANY CODE ......................... 13
1.3 CREATING PERSONNEL SUB AREAS ................................................................. 15
1.4 CREATING PERSONNEL STRUCTURE ................................................................ 18
1.5 CREATE EMPLOYEE SUBGROUPS ...................................................................... 20
1.6 ASSIGNING EMPLOYEE SUBGROUP TO EMPLOYEE GROUP ....................... 23
2. CREATE PAYROLL.................................................................................................... 25
2.1 ASSIGN PAYROLL AREA WITH PERIOD PARAMETER ................................... 27
2.2 GENERATING CALENDER FOR PERIOD PARAMETER ................................... 29
2.3 CREATE PAYROLL CONTROL RECORD ............................................................ 33
3. DEFINING EMPLOYEE ATTRIBUTES .................................................................... 36
4. HIRING – ACTIONS ................................................................................................... 40
4.1 HIRING AN EMPLOYEE ......................................................................................... 63
5. RE-HIRING ACTION .................................................................................................. 71
6. TERMINATION – ACTIONS ..................................................................................... 97
7. FIXED PUBLIC HOLIDAY ...................................................................................... 119
8. FLOATING PUBLIC HOLIDAY .............................................................................. 123
9. DEFINE GROUPINGS FOR THE PUBLIC HOLIDAY CALENDAR .................... 128
11. SET WORK SCHEDULE RULES & WORK SCHEDULES ................................. 131
12. GENERATE WORK SCHEDULES MANUALLY ................................................ 134 13. DAILY WORK SCHEDULES ................................................................................. 137
14. GROUP PERSONNEL SUBAREAS FOR THE WORK SCHEDULE .................. 142
15. DAILY BREAK SCHEDULES ............................................................................... 146
16. DAY TYPES & SELECTION RULES .................................................................... 149
16.1 DEFINE SELECTION RULES .............................................................................. 150
17. WORK SCHEDULE RULES & WORK SCHEDULES ......................................... 152
18. LEAVES – SETTING DEFAULT VALUE FOR WORK SCHEDULE ................. 155
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ENTERPRISE STRUCTURE
The following are the components of an enterprise structure
Company Code
Personnel Area
Personnel Sub-area
Personnel Structure
Personnel Structure has the following components:
Employee Group
Employee Sub-group
Payroll Area
To begin with Let us proceed and create Company Code. The following image is the
navigation for company code
1
Company Code
As shown in the above image, type SPRO in the data browser and hit enter.You will be navigated to the following screen as shown in the image below
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Click on SAP Reference IMG highlighted in red in the image above.Take a look at the image on the next page and then read the description
As shown in the above image, follow the sequence until #4, when you click on #4, a
window pops-up which will read as Choose Activity In that pop-up you can either click once on #5 or then click on #6 or you can double click
on #5.
PLEASE NOTE: When you click on #4 you may see locked data warning. In case you
see that, type SM12 in the data browser and hit enter and then click on List and then
select all from the shown list and delete every thing that you see in the list and try againwith the navigation to create company code.
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This will take you to the following screen as shown in the image on the next page.
As shown in the above image you will click on new entries.
When you click on new entries you will be navigated to the following screen shown on
the next page.
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#1 is the company code that we are creating
#2 is the company name
#3 is the name of the city
#4 is the country code
#5 is the currency code
#6 is the language code and then click on save which is #7
When you click on save you will see the following pop up as shown in the image below.
As shown in the image above type in the country code as shown and then click on cancel
When you click on cancel you will see the pop up as shown in the image shown on the
next page
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Click on yes as highlighted in the image above and you will be navigated to 1st screenwhere we initiated the procedure. As shown in the image below
When you reach this screen, it means you have created company code successfully.
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1.1 CREATE PERSONNEL AREA
Go back to the 1st screen and type SPRO in the data browser, hit enter and follow the
navigation as shown in the image below
When you click on the clock with a green tick mark which is marked as #4 you will see
the following pop-up shown in the image below
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Double click on personnel areas as shown in the above image and you will be navigated
to the screen shown in the image below
On this screen shown in the image above click on new entries highlighted in red and youwill navigated to the screen shown in the image on the next page
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In the box #1 type the company code
In the box #2 type the company name
And click on save marked in red as #3
When you click on save you will see a pop as shown in the image below
Follow the sequence shown in the image on the next page
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I have removed a few sections from the pop up shown in the image above to make theimage shorter. Type US in the box #1 and click on the RED X highlighted in red and
marked as #2. You will see a pop-up as shown in the image below
Click on the green tick mark which is highlighted in the image above. And Personnel
areas are created.
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1.2 ASSIGNMENT OF PERSONNEL AREA TO COMPANY CODE
Get back to the 1st screen and type SPRO in the data browser, hit enter and follow thenavigation as shown below
Follow the sequence and click on the clock with the tick mark marked as #4
When you click on #4 you will be navigated to the next screen. At the bottom of the
screen you will see a button which will read as position. Click on that as shown in the
image below
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When you click on that position button, a search dialog box opens. Click in there and
type the name of your company and hit enter and you will find your company in a list inyour sight as shown in the image below
When you hit enter after typing your company’s name in the search box you will see it
marked as #1.Type the company code in the box marked as #2
Type the country code in the box marked as #3
And click on save marked as #4
When you click on save you will see a pop-up on which you will click on the green check
mark as shown in the image below
You have assigned personnel area to company code successfully
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1.3 CREATING PERSONNEL SUB AREAS
Go back to the 1st screen and type SPRO in the data browser, hit enter and follow thenavigation as shown in the image below
Follow the sequence as shown in the above image and click on the clock with the green
tick mark as shown in the above image.
You will see the following screen with a pop-up shown in the image below
In the pop up shown above in the image, double click on create personnel subareas and
you’ll see another pop-up shown on the next page.
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Click on the options box which is marked as #1 and find and select your company and
then click on #2
When you click on #2 you will see another screen as shown in the image below
Click on new entries on this screen as shown in the image aboveWhen you click on new entries you will see the screen shown below
The boxes #1 and #3 take upto 4 values, it up to you how do you want to assign these 4values. They could all be alphabetical as shown in the image above or they could be
alpha-numerical. In the given scenario I typed in SDHR and SDFN.
Like wise, when you finish filling up the 4 boxes hit enter and click on save marked as #5
You will see another pop-up when you click on save. That pop-up is shown on the next
page
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As shown in the above image click on the green check mark which is highlighted in red.
When you click on the green tick mark the pop-up will be gone and when the pop-up is
gone click on save
That is how Personnel sub areas are created.
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1.4 CREATING PERSONNEL STRUCTURE
Go back to the 1st screen and type SPRO in the data browser, hit enter and follow the
navigation as shown in the image below
Follow the sequence as shown in the image above and click on the clock with a green tickmark marked as #4. You will see the following screen in the image below
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Click on new entries and you will see the following screen
Fill in the boxes #1 and #3 with single numbers or alphabet and then name them in the boxes #2 and #4 and click on save marked as #5
When you click on save and if you typed in the details correctly and if the system hasaccepted what you gave in as input then you should see the pop up shown in the image
below
Click on the green check mark and Employee group is created.
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1.5 CREATE EMPLOYEE SUBGROUPS
Go back to the 1st screen and type SPRO in the data browser, hit enter and follow the
navigation as shown in the image below
Follow the sequence as shown in the image above and click on the clock with a green tick
mark marked as #4. You will see the following screen in the image below
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Double click on Define employee subgroup and you will see the following screen
Click on new entries and you will be navigated to the following screen
The box marked as #1 in the above image will be blank. Bear in mind as of what exactly
are you assigning the sub groups about.
EXPLANATION: The columns under Employee subgroup take 2 of either
alphanumeric characters or alphabet or just numbers. It is again up to you to assign the
subgroup as.
I had finance trainees so I assigned them with subgroup F1 and so on and so forth. You
have to be clear of what you are assigning.
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When you assign the subgroups and the names of the EE subgroups hit enter and click on
save marked as #2. You will see another pop-up on which you will see a green tick mark
and you will have to click that. Take a look at the image below
Click on the tick mark and your sub groups are ready!
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1.6 ASSIGNING EMPLOYEE SUBGROUP TO EMPLOYEE GROUP
Follow the navigation in sequence and click on the clock with a green tick mark marked
as #4.
You will see the following screen on which you will have to click on new entries as
highlighted in the image below
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When you click on new entries you will see the following screen
In the image above#1 is F which is Finance managers
#2 is F1 which Finance Trainees
#3 is the box that is needed to be checked since the company is in USA
#4 is the save button which you will click on when you are done providing with thedetails in the boxes #1 & #2 respectively.
Likewise get back to the same screen shown in the above and try for other employees ifyou any.
You have successfully assigned Employee subgroups to Employee Group
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2. CREATE PAYROLL
Follow the sequence until #5 and click on the clock with the green tick mark marked as
#6.
You will see the following screen when you click on #6
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As in the image above type either an alpha-numeric character or only numbers or only
alphabet in the box #1 Type the word monthly in box #2
Check the box marked as #3 and click on save.
You will see a pop-up shown in the image below, click on the green tick mark highlighted in red.
Click on the green tick mark and your Payroll is ready.
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2.1 ASSIGN PAYROLL AREA WITH PERIOD PARAMETER
Get back to the 1st screen and type SPRO in the data browser, hit enter and follow the
navigation as shown below
Follow the sequence until #3 and click on the clock with the green tick mark marked as
#4. You will see the following screen as shown in the image below
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Click on new entries and you will be navigated to the following screen shown in the
image below
In box #1 type in 2 numbersIn box #2 type the word monthly
In box #3 type 01
In box #4 type in the date .The date can either be 01.01.1990 or if you want the date to bereal time then type in the 1st date of 1st month last year
Click on save which is marked as #5
When you click on save a prompt pops-up with a green check mark. Click on that check
mark as shown in the image below
And that is all about assigning payroll area with period parameter
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2.2 GENERATING CALENDER FOR PERIOD PARAMETER
Type SPRO in the data browser, hit enter, click on SAP reference IMG and follow the
navigation as shown in the image below
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When you click on #5 you will see the following screen
Double click on Generate payroll periods highlighted in red in the above image and you
will be navigated to the following screen shown in the image below
Select USA in the box marked as #1 and click on the green check mark marked as #2.
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You will be directed to the following screen shown in the image below
#1 represents monthly pay
#2 is the real time date, for the year 2015
#3 is the final year#4 is the start date of fiscal year.
#5 is the rule that we select so has the employees their salaries on the last day of themonth
#6 is test run .which you need to check.
#7 execute button. Click on the execute button after you are done with providing all the
details.
When you click on execute, you will see the following screen shown in the image below
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Click on the green check mark marked in red in the above image and you will be
navigated to the following screen
You have successfully generated payroll periods
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Double click on Create control record highlighted in red in the above image, and you
will be navigated to the screen shown below in the image
Type the payroll area that
you created earlier in the
box marked as #1.
In case you have forgot
what you had created as the
payroll area click on the
options button which
exactly between box #1 and
box #2, there you can find
your payroll area.
When you have typed
payroll area, hit enter andyou will see the word
monthly coming out of nowhere adjacent to the options button and that is highlighted in
red as #2.
Click on Create which as marked as #3 and you will see the following screen shown on
in the image on the next page
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EXPLANATION: Basically, this screen is like the privacy settings of the tools that were
used prior (before) to SAP being used as a tool for changing or editing or accessing the
information. What actually is done here is you restrict the data to be accessed by SAP.
HOW? #1 is the last date where the tool prior to SAP was used to access the data.
Post which #2 is the date where Payroll period by SAP went live for this organization.
Now SAP being the current tool doesn’t need any access to the data used by the previoustool.
In other words, all the data used by previous tool is blocked on the date marked as #1 And the date marked as #2 is the authentication for accessing the data from that
particular date marked as #2.
The final step is of course to click on #3 which is the save button.
And the payroll control record is ready.
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3. DEFINING EMPLOYEE ATTRIBUTES
Go the 1st screen type SPRO. Hit enter. Click on SAP reference IMG and follow the
navigation shown in the image below
Follow the navigation in sequence as shown in the image above up till #4 and click on the
clock with a green check mark marked as #5. You will see a pop-up on the following
screen as shown in the image below.
Box #1 is the country
grouping. This will be auto
populated by the number
10 if you have already
worked on the payrollsession on your computer.Else, type 10 (the work
area code for USA) in the
box marked as #1.
Click on the green check mark marked as #2.
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You will be navigated to the next screen shown in the image below.
On the screen shown in the above image click on positions marked in red as #1.
A small prompt will pop-up which will read as another entry.
Type in EE group in the box marked in red as #2 that you had created earlier.Hit enter or click on the green check mark marked in red as #3.
You will be navigated to the next screen which is shown in the image on the next page
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The box marked as #1 are the details that will show up when you type the EE group in
the previous small prompt and had hit enter.
Every row and every column in the boxes marked as #2, #3 & #4 can be given input byclicking in the rows highlighted and by pressing F1 in them individually. Overall, it will
look as the image above when you have input the details.
When you are done with the inputs, click on #5 which is the save button.
Go to the next page.
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When you click on save a prompt pops-up as shown in the image below
When you see this prompt after clicking on save, click on the green check mark highlighted in red in the above image.
You will be taken back to the screen shown below in the image.
And that is all in defining employees attributes.
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4. HIRING ACTIONS
BEFORE WE PROCEED: First and foremost, let us assign the number ranges for
hiring so that we can continue with the flow. So let me show you the navigation and the
number ranges which I created for Hiring. Also that will come handy for termination
action and re-hiring action.
Follow the sequence shown in the above image and create number ranges.
Take a look at the image below so as to have an idea of how you would assign thenumber rangers and how you would bifurcate 2 org units (HR and Finance) in to 3
separate ranges.
#1 is Manager#2 is Supervisor
#3 is Executives
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Type SPRO in the data browser, hit enter, click on SAP reference IMG and follow the
navigation as shown in the image below.
Follow the navigation in sequence as shown in the above image.
You will be taken to the following screen shown in the image shown on the next page
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On the screen shown in the above image double click on the highlighted option in red.
You will be navigated to the following screen shown in the image below
On this screen shown in the image above click on new entries
IMPORTANT: on the screen in the image above, check for numbers which are notmentioned under Menu or you can also note down alphabet which are not listed. You can
use that number or alphabet on the next screen.
You will see the following screen shown in the image below
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Box #1 is the menu number / alphabet that you will type in. I used the alphabet “AA” asit wasn’t listed. Remember, menu number / alphabet should be a number / alphabet which
were not listed in the previous screen.
Give a name in the Box #2.
Check the box highlighted and marked as Box #3
Type the letter “E” in Box #4.
Type the number “10” in the Ref box marked as #5. The number “10” is the user groupcode for USA.
When you are done typing the number “10” in box #5, hit enter.
Click on save marked as #6.
Continued on next page
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A prompt pops-up as shown in the image below
Click on the green check mark highlighted in red in the above image.
You will be taken back to the screen shown in the image below
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Click on the back button twice and you should see the prompt as shown in the image
below
Double click on info group highlighted in red in the above image and you should see thefollowing prompt shown in the image below
In the prompt shown in the above image, you will type in the Info group you created
moments ago. In this example we had created info group AA. Therefore, type in the usergroup numbers or alphabet that you had created and hit enter.
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You will see the following screen as shown in the image below
Now, in the above image notice the boxes 1, 2 & 3 are populated. Make sure those boxes
are populated on your screens as well. When you have made sure about the boxes, clickon new entries marked as #4.
You should be navigated to the following screen as shown in the image below
Continued on next page
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Alright! Now type in the 1st line of the marked box #1 of exactly what you see if you are
following US country group and hit enter. You will see Organizational Assignment
will show up automatically in the row under Info type text.
Type in the 2nd line of the marked box #1 and hit enter. You will see personal data will
show up automatically in the 2nd row under Info type text.
Type in the marked box #2 DO NOT HIT ENTER , move to box #3 type the number “1”
in the marked sub-type box and hit enter
Click on save marked as #4.
A prompt pops-up as shown in the image below
Click on the green check mark highlighted in red in the above image.
You will be navigated back to the screen shown in the image below
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Now click on the “back ” button twice and hit the “Esc” button once.
You will be on the screen shown below in the image.
Click on the clock with the green check mark which is exactly before “Set up personnel
actions” which is highlighted in red in the above image.
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A prompt pops-up as shown in the image below
Double click on “Personnel Action Types” highlighted in red as shown in the above
image. You will be navigated to the following screen as shown in the image below.
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As shown in the image on the previous page, click on “Positions…” marked as #1.
A small prompt pops-up, type the “info group” in the box #2 that you created earlier
Click on the “green check mark” marked as #3
If you DO NOT FIND the info group DO NOT WORRY. Follow the steps as shown
below. ALSO IN THE IMAGE BELOW, LOOK FOR A NUMBER OR ANAPLHANUMERIC CHARACTER THAT IS NOT LISTED UNDER ACTION
TYPE.
Click on “New Entries” highlighted in the image above.
You will be navigated to the screen shown in the image below
Type the number or the alpha numeric character that you noted down in Box #1
Type the name of the Action type in the Box #2
Follow the boxes #3 to #8 exactly as shown in the image above
Hit enter
Click on save marked as #9
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A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in red in the above image.
You will be navigated back to the screen displayed in the image below
Continued on next page
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Now click on the “back ” button twice and hit the “Esc” button once.
You will be on the screen shown below in the image.
Click on the clock with the green check mark which is exactly before “Create reasons
for personnel actions” which is highlighted in red in the above image.
You will be navigated to the screen shown on the next page
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If you DO NOT FIND the action type, DO NOT WORRY. Follow the steps as shown
below. ALSO IN THE IMAGE BELOW, LOOK FOR A NUMBER OR AN
APLHANUMERIC CHARACTER THAT IS NOT LISTED UNDER ACTION
TYPE.
Click on “new entries” as shown in the image above
You will be navigated to the screen shown in the image below
Here there are 2 ways to do this.
1. In the image above the image which reads “change view “reason for action”:
overview” you will find a “position…” button at the bottom. Click on that buttonand type the action type you created earlier.
If it is saved there then it should show up on the same screen that reads as
“change view “reason for action”: overview”.2. If the action type you created is not shown, then click on “new entries” on
“change view “reason for action”: overview” screen and follow the above 2
images and continue to the next point on the next page.
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Now in the image above which reads as “new entries: overview of added entries” type
the number in box #1.Follow Boxes #2 & #3 the way they are.
Hit enter.
Click on save button marked as #4.
A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in red in the image above.
You will be navigated back to the screen shown in the image below
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Click on the back button twice. You will reach the following screen shown below in the
image
Click on the clock with the green check mark exactly before “change action menu”
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You will be navigated to the following screen shown in the image below
Double click on “Action menu” highlighted in the image above
A prompt pops-up as shown in the image below
Type “01” in the box highlighted in the image above and hit enter.
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You will be navigated to the screen shown in the image below
Click on “position…” marked as #1
A prompt pops-upType the number “10” in the box marked as #2
Hit enter
You will be navigated to the screen shown on the next page
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On this screen shown in the above image look for a number that is not listed in the usergroup “10”.
Example: Number “25” is not listed under the user group “10”.
NOTE: YOU WILL HAVE TO SCROLL DOWN TO FIND A NUMBER THAT IS
NOT LISTED IN THE HIGHLIGHTED AREA UNDER USER GROUP “10”
WHICH IS TO THE LEFT OF THE HIGHLIGHTED AREA
When you find the number click on “new entries” which is on the same screen.
You will be navigated to the screen shown in the image on the next page
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Type the number “10” in the box #1.
Type the number you noted down in the previous screen in box #2Click in the box #3 and you will see box #4
Click on box #4
Select your “action type” you created earlier by double clicking on it.
You will see something like the screen shown in the image below
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On the screen shown in the image above hit “enter”
Click on save highlighted in red.
A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in the image above
Get back to the main screen of SAP. Type “SU3” in the data browser as shown in the
image and hit enter.
You will be navigated to the following screen as shown in the image on the next page
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Click on Parameters marked as #1Click in the box #2 which has number”10” in it.
Hit enter
Click on save marked as #3.
You will be navigated to the 1st page of the software as shown in the image below
Type “PA40” in the data browser highlighted in the image above.
Hit enter.
You will be navigated to the hiring page as shown in the image on the next screen.
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If everything went right, you should be able to see your hiring action as highlighted in the
image above.
That is it! Have fun practicing
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4.1 HIRING AN EMPLOYEE
Go the 1st screen of SAP and type PA40 in the data browser and hit enter. You will benavigated to the following screen as shown in the image below.
#1 is the box where you will type in the date. This date has to be the date of hiring of the
employee.
#2 is the “Hiring action” you created earlier
#3 is the “Execute” button. Click on the execute button. You will be navigated to the
screen shown in the image on the next page.
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Type the details in sequence as shown in the image above. And click on save.
You will be navigated to the screen shown in the image on the next page
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In the screen shown in the image above, select the payroll area marked as #1 and click on
“save”.
You will see the screen as shown in the image on the next page.
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On the screen shown in the image above, you will see “A caution statement” at the
bottom. Ignore that and click on “Save” again which highlighted in red.
You will be navigated to the login page. Log in on that page as shown in the image below. You may have to log in multiple times. Log in page is shown in the image on the
next page.
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In the image shown on the left is the log
in screen where you will have to type in
the user id and the password.
When the log in process is completed you
will be navigated to the following screenshown in the image below.
On the screen shown in the image above click on “Next” highlighted in “red”.
You will be navigated to the following screen shown in the image on the next page.
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On the screen shown in the above image, click on “save”. You will be navigated to thescreen shown in the image on the next page.
Continued on next page
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On the screen shown in the image above, type the details in the boxes marked from #1 to
#7.Click on “Save” marked as #8.
You will be navigated to the screen shown in the image below.
On the screen shown in the image above click on “Next” highlighted in “red”.
You will be navigated to the screen shown in the image on the next page.
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On the screen shown in the image above, note that “Mr. John Lombard” is hired as an
“HR Supervisor” on “01.01.2015”.
The image above is from Simple maintenance’s Display that shows the “Hiring of Mr.
John Lombard” is complete.
That is all about hiring.
Have fun practicing.
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5. RE-HIRING ACTION
Re-hiring is as similar as hiring and termination was. However to re-hire we need a personnel number which I indicated at the conclusion of the topic “Termination” at the
bottom in a “Note”.
So we have personnel no. which belonged to Mr. Lombard in the last scenario. Let us proceed and “Re-hire” Mr. Lombard.
Before that, there is a set norm that we need to follow. So let us get started with
“SPRO”. The navigation is shown in the image below
Follow the sequence as shown in the image above and you will be navigated to the screenshown in the image on the next page.
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Continued on next page
NOTE: In this session I am about to create the action for re-hire for “Umbrella
Corporation”. I will make sure that either I will use the “Alphabetical characters – RH
(UC rehire) or “Alpha-numeric character – U1” or a “Numeric Value”.
On the prompt shown in theimage on the left double clickon “User Group
Dependency on Menus and
Info Groups”. You will benavigated to the screen shown
in the image below
On the screen shown in the image above click on “New Entries”. You will be navigated
to the screen shown in the image below
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Continued on next page
Before I describe the image shown on the previous page, let me clear a small doubt of
yours which may arise with reference to the characters I have used under “Menu” in the box marked as #1.
Instead of looking for a number, I looked for alphabet “RH” so that it would be easy forme to remember it as we are performing re-hiring action for the Organizational unitnamed “Umbrella Corporations” in this session on my laptop. However, if you want to
choose the alphabetical characters for the re-hiring action for your organizational unit,
you may search for it by clicking on “position…” button on the same screen where youwere looking for an unlisted number.
Now let me describe the image shown above.
Like I said, box #1 has the character I chose for the Action menu
Box #2 is the name for the action
Check the box marked as #3
Type “E” in the box marked as #4Type “10” in the “Ref” box marked as #5
Hit enter
Click on “Save” marked as #6. A prompt pops-up as shows in the image below
Click on the “green check mark” highlighted in the image above. You will be navigated
back to the shown in the image below
When you are directed to this screen click on the “back” button twice and hit the “Esc”
button and you will be on the prompt shown in the image on the next page.
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Continued on next page
On this prompt shown in the
image on the left, double
click on “Info group”. You
will see another prompt
popping up shown in theimage below.
In the box highlighted in red
in the image on the left, type
in the “info group” that you
created moments ago and thenhit enter. You will be
navigated to the screen shown
in the image shown below.
On this screen, click on “New Entries” highlighted in red in the above image. You will
be navigated to the screen shown in the image below
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Continued on next page
In the image shown on the previous page, you will see that “box #1” has “Red lines” between every row. What I am trying to make clear is type the details in the 1st row of the
box marked as #1, hit enter and you will see the 1
st
row of box #2 populatingautomatically. Similarly, type in the row 2, Hit enter. Row 2 in the box #2 will populate
automatically. Repeat the same for the row 3 of the box #1. When you see all the row of
box #2 have populated, click on the “Save” button marked as #3
A prompt pops-up as shown in the image below.
Click on the “green check mark” as shown in the image above.
You will be navigated back to the screen shown in the image below
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On the screen shown in the above image click on the “back” button “twice” and hit
“Esc” button. You will be on the screen shown in the image on the next page.
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Click on the “clock with the green check mark” which is exactly before “Set up
personnel actions”.
A prompt pops-up as shown in the image below
Double click on “Personnel
Action types” as shown in the
image on the left.
You will be navigated to thefollowing screen as shown in the
image on the next page.
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IMPORTANT: In the screen shown in the image above, you have 2 options.
1. Either you can use “Alphabetical Info group” that you created earlier and typethat on the next screen.
2. Or you can look for the number which is not listed under Action and use that
number on the next screen.
Now, as shown in the image above click on “New Entries” highlighted in red.
You will be navigated to the following screen shown in the image on the next page
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1. Type the “Alphabetical / Numerical Info group” that you created earlier in Box
#12. Type the “Name of the Action Type” in the box #2
3.
Type the number “0” in the box #34. Leave the box #4 blank5. Type the number “1” in the box #5
6. Type the number “1” in the box #6
7. Type “MSN21”in the box #78. Check all the “4 boxes” (P, PA, E & ES) in the box #8
9. Type the number that you created in the beginning of this session in the box #9
10. Leave box #10 blank
11. “Check” the box marked as #1112. “Check” the box marked as #12
13. Hit “enter”
14.
Click on the “save” button marked as #13
A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in the image above.
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You will be navigated back to the screen shown in the image below
On the screen shown in the above image click on the “back” button “twice” and hit“Esc” button. You will be on the screen shown in the image below.
On the screen shown in the
image on the left click on
the “clock with the green
check mark” which is
exactly before “Create
reasons for personnel
actions”.
You will be navigated tothe screen shown on the
next page.
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Look for the number which is not listed under Action and use that number on the next
screen.
Click on “New Entries” highlighted in red in the above image.
You will be navigated to the screen shown in the image below
In the image shown above and in box 1 either you can use “Alphabetical Info group”
that you created earlier OR type the number you noted down on the previous screen.
Enter Serial numbers in the box #2Enter the reasons in the box “Name of reason for action” marked as #3
Click on “Save” button marked as #4.
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A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in red.
You will be navigated back the screen shown in the image below
On the screen shown in the above image click on the “back” button “twice”. You will be
on the screen shown in the image on the next page.
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Click on the “clock with a green check mark” which is exactly before “change action
menu”. A prompt pops-up as shown in the image below
In the image shown on the
left, double click on“Action menu”.
Another prompt pops-up asshown in the image below
the image on the left.
In the image shown on theleft type the number “01”
in the box highlighted in
red.
Hit “enter”. You will be
navigated to the screen
shown in the image shownon the next page.
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On the screen shown in the image above click on “Position…” highlighted in red and
marked as #1.
A small prompt pops-up
Type the number “10” in the box marked as #2
Hit enter.
You will be navigated to the following screen shown in the image on the next page.
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In the image shown above look for the number which is not listed under “No” marked as
#1
Note that number, you are about to use that number on the next screen.
Click on “New Entries”
You will be navigated to the screen shown in the image on the next page.
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In the screen shown above in the image type the user group number “10” in the box #1Type the number you noted down moments ago in box #2
Type the “alphabetical” or the “numerical” characters of your action that you created in
box #3 Hit enter
“Name of the Action Type” will populate automatically
Click on “Save” marked as #4.
A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in “red” in the image above.
You will be navigated back to “New entries: overview of added entries”.
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Go to the 1st screen of the SAP.
Type “PA40” in the date browser and hit enter.
You will be navigated to the following screen as shown in the image below
On the screen shown in the image above, type the personnel number that was assigned tothe previous employee in the box marked as #1.
Type the current date or the date when you want the employee to be hired in the boxmarked as #2.
Select the re-hiring action you created moments ago marked as #3.
Click on execute marked as #4.
You will be navigated to the screen shown in the image on the next page.
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On the screen shown in the image above, select the “Reason for Action” in box markedas #1.
Click on “Save” marked as #2.
You will be navigated to the screen show in the image on the next page
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The screen shown in the above image is just a “Cautionary statement”. Click on
“Save” highlighted in red.
You will be navigated to the screen shown on the next page.
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On the screen shown in the image above click on “Assignment” highlighted in red. A
prompt pops-up as shown in the image on the next page
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In the prompt shown in the image above, click on “options” highlighted in red. A list oforganizational units pops-up. Select the organization, then select the org unit in the
organization and then select the position as shown in the image below
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In the prompt shown in the image on the previous page, click on the org unit marked as
#1 Click on the org unit within the org unit marked as #2.Double click on the position marked as #3.
You will be navigated to the previous prompt as shown in the image below
On the prompt shown in the image above click on “Assign” highlighted in red.
The prompt changes the look as shown in the image below.
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In the prompt shown in the image on the previous page, notice the box marked as #1 now
has a “Name”, “Percent”, “Start Date”, “End Date” and “Operation” has a “green
check mark” with the word “Assign” populated next to the green check mark.
Click on “Continue” marked as #2.
You will be navigated to the screen with a “Cautionary Statement” shown in the image below
Like I said before, the screen shown in the image above has a “Cautionary statement”
Click on “Save”. You will be navigated to the log in page shown in the image on the next page.
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Log in on this screen using your user id and
the password. You may be asked to log in
multiple times. When you are logged in youwill automatically be navigated to the screen
shown in the image below.
On the screen shown in the image above you will read a note at the bottom of the screenas “Record Created”. Click on “Save”. You will be navigated to the screen shown in
the image on the next page.
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The screen shown above in the image is about the “Personnel Data”.
Click on “Save”. You will be navigated to the 1st screen of “PA40” as shown in the
image on the next page.
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In the screen shown in the image above it is confirmed that Mr. Lombard is “Re-hired”.
Let us cross check that by going to display mode in simple maintenance. Take a look atthe image below
Congratulations Mr. Lombard, we terminated you as an HR Supervisor and “Re-hired”
you as a “Finance Manager”.
Have fun practicing guys
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6. TERMINATION ACTIONS
Termination is similar to hiring with reference to the procedure in SAP. In this sessionyou will come across the same screens, same steps but different values.
NOTE: It is IMPERATIVE (compulsory or mandatory) to have an org structure ready
with position in it and also a person assigned to that position. Reason being thetermination action is organization specific.
Therefore, what so ever numerical values or alphabetical characters you are about to note
down or create, make sure those values or numbers are in context to the org unit.
Example: In this session I am about to create the action for termination for “Umbrella
Corporation”. I will make sure that either I will use the “Alphabetical characters – UT
(UC’s Termination) or “Alpha-numeric character – U1” or a “Numeric Value”.
Let us get started with SPRO in data browser.
Go to SAP Reference IMG. Follow the navigation in sequence as shown in the image
below.
As shown in the above image, click on the clock with the green check mark and you will
be navigated to the following prompt.
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Continued on next page
As shown in the image on
the left, double click on
“User Group
Dependency on Menus
and Info Groups” highlighted in red. Youwill be navigated to the
following screen shown in
the image below.
As shown in the image above, you will look for a number which is not listed in the
highlighted area. If you look closely in the image above you will see that the number“27” is not listed. However, if you don’t find any number in the highlighted area, you can
scroll down using the stroller and look for a number that is not listed. When you find thenumber note it down or remember it and click on “new entries”.
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Continued on next page
Before I describe the image shown above, let me clear a small doubt of yours which mayarise with reference to the characters I have used under “Menu” in the box marked as #1.
Instead of looking for a number, I looked for alphabet “UT” so that it would be easy forme to remember it as we are performing termination action for the Organizational unit
named “Umbrella Corporations” in this session on my laptop. However, if you want to
choose the alphabetical characters for the termination action for your organizational unit,you may search for it by clicking on “position…” button on the same screen where you
were looking for an unlisted number.
Now let me describe the image shown above.
Like I said, box #1 has the character I chose for the Action menuBox #2 is the name for the action
Check the box marked as #3 Type “E” in the box marked as #4
Type “10” in the “Ref” box marked as #5
Hit enter
Click on “Save” marked as #6. A prompt pops-up as shows in the image below
Click on the “green check mark” highlighted in the image above. You will be navigated back to the shown in the image on the next page.
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When you are directed to this screen click on the “back” button twice and hit the “Esc”
button and you will be on the prompt shown in the image below.
On this prompt shown in the
image on the left, doubleclick on “Info group”. You
will see another prompt popping up shown in the
image below.
In the box highlighted in red
in the image on the left, typein the “info group” that you
created moments ago and thenhit enter. You will be
navigated to the screen shownin the image shown on the
next page.
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On this screen, click on “New Entries” highlighted in red in the above image. You will
be navigated to the screen shown in the image below.
In the image above, you will see that “box #1” has “Red lines” between every row.What I am trying to make clear is type the details in the 1st row of the box marked as #1,
hit enter and you will see the 1st row of box #2 populating automatically. Similarly, type
in the row 2, hit enter and row 2 in the box #2 will populate automatically. Repeat the
same for the row 3 of the box #1. When you see all the row of box #2 have populated,click on the “Save” button marked as #3
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A prompt pops-up as shown in the image below.
Click on the “green check mark” as shown in the image above.
You will be navigated back to the screen shown in the image below
On the screen shown in the above image click on the “back” button “twice” and hit
“Esc” button. You will be on the screen shown in the image on the next page.
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Click on the “clock with the green check mark” which is exactly before “Set up
personnel actions”.
A prompt pops-up as shown in the image below
Double click on “Personnel
Action types” as shown in the
image on the left.
You will be navigated to thefollowing screen as shown in the
image on the next page.
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IMPORTANT: In the screen shown in the image above, you have 2 options.
3. Either you can use “Alphabetical Info group” that you created earlier and type
that on the next screen.4.
Or you can look for the number which is not listed under Action and use thatnumber on the next screen.
Now, as shown in the image above click on “New Entries” highlighted in red.
You will be navigated to the following screen shown in the image on the next page
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15. Type the “Alphabetical / Numerical Info group” that you created earlier in Box
#1
16.
Type the “Name of the Action Type” in the box #217. Type the number “0” in the box #3
18. Leave the box #4 blank19. Type the number “0” in the box #5
20. Type the number “0” in the box #6
21. Type “MSN20”in the box #722. Check all the “4 boxes” (P, PA, E & ES) in the box #8
23. Type the number that you created in the beginning of this session in the box #9
24. Type the number “1” in the box #10
25. “Check” the box marked as #1126. “Check” the box marked as #12
27.
Hit “enter” 28. Click on the “save” button marked as #13
A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in the image above.
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You will be navigated back to the screen shown in the image below
On the screen shown in the above image click on the “back” button “twice” and hit
“Esc” button. You will be on the screen shown in the image below.
On the screen shown in the
image on the left click on
the “clock with the green
check mark” which is
exactly before “Create
reasons for personnel
actions”.
You will be navigated tothe screen shown on the
next page.
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Look for the number which is not listed under Action and use that number on the next
screen.
Click on “New Entries” highlighted in red in the above image.
You will be navigated to the screen shown in the image below
In the image shown above and in box 1 either you can use “Alphabetical Info group”
that you created earlier OR type the number you noted down on the previous screen.
Enter Serial numbers in the box #2Enter the reasons in the box “Name of reason for action” marked as #3
Click on “Save” button marked as #4.
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A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in red.
You will be navigated back the screen shown in the image below
On the screen shown in the above image click on the “back” button “twice”. You will beon the screen shown in the image on the next page.
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Click on the “clock with a green check mark” which is exactly before “change action
menu”.
A prompt pops-up as shown in the image below
In the image shown on theleft, double click on
“Action menu”.
Another prompt pops-up as
shown in the image below
the image on the left.
In the image shown on the
left type the number “01”
in the box highlighted in
red.
Hit “enter”.
You will be navigated tothe screen shown in the
image shown on the next page.
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On the screen shown in the image above click on “Position…” highlighted in red and
marked as #1.
A small prompt pops-up
Type the number “10” in the box marked as #2
Hit enter.
You will be navigated to the following screen shown in the image on the next page.
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In the image shown above look for the number which is not listed under “No” marked as
#1
Note that number, you are about to use that number on the next screen.
Click on “New Entries”
You will be navigated to the screen shown in the image on the next page.
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In the screen shown above in the image type the user group number “10” in the box #1
Type the number you noted down moments ago in box #2
Type the “alphabetical” or the “numerical” characters of your action that you created in
box #3 Hit enter
“Name of the Action Type” will populate automaticallyClick on “Save” marked as #4.
A prompt pops-up as shown in the image below
Click on the “green check mark” highlighted in “red” in the image above.
You will be navigated back to “New entries: overview of added entries”.
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Go to the 1st screen of the SAP.
Type “PA40” in the date browser and hit enter.
You will be navigated to the following screen as shown in the image below
On the screen shown in the image above box #1 is the personnel number of a person that
belongs to Umbrella Corporation. You will have to type the personnel number of a
person that belongs to your org unit in box #1. Hit Enter. When you hit enter you will
see the details of the employee displayed.
Type the date as on when you want to terminate that employee in that org unit in box #2.
Select the action you created marked as #3.
Click on execute marked as #4.
You will be navigated to the following screen shown in the image on the next page.
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On this screen shown in the image above, select the “Reason for Action” in the box
highlighted and marked as #1.
Click on “Save” marked as #2.
You will be navigated to the screen shown in the image on the next page
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You will see this screen as a “Cautionary statement”. Click on “Save” highlighted inred in the above image.
A prompt pops-up as shown in the image on the next page.
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In the image shown on left,
click on “Yes” highlighted
in red.
You will be navigated to
the next screen shown inthe image below.
On the screen shown in the above image click on “Save” marked and highlighted in red.
You will be navigated to the log in page as shown in the image below
Log in usingyour user id and
password. You
may be asked tolog in multiple
times.
You will be
taken to the
screen shown inthe image on the
next page.
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On the screen shown in the above image click on “Save”. Also notice that the position
under “Organizational plan” is now changed to “99999999”. You will be navigated tothe final screen shown in the image on the next page.
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Mr. Lombard is now “Terminated”. You will have to “Close” this window.Let us confirm the termination of Mr. Lombard.
Go to “Display” mode of simple maintenance and check.
As shown in the image above “Position 50009777” assigned to Mr. Lombard is nowVacant.
NOTE: If you want to re-hire in another session do not forget to note the “Personnelnumber” of the employee you are terminating because re-hiring is done using that
“Personnel number” only. In the above scenario Mr. Lombard’s personnel number was
“6000028”. Hope you now have the idea about how “Hiring”, “Termination” & “Re-
hiring” are inter related.
That is all about termination. Have fun practicing.
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7. FIXED PUBLIC HOLIDAY
Log in to SAP.Type “SPRO” in the data browser.
Click on “SAP Reference IMG” and follow the sequence as shown in the image below
In the image shown to the left,follow the sequence and click on
“clock with the green check
mark”. You will be navigated to thescreen show in the image below.
On the screen shown in the image to the left,
click on “Change” highlighted in red. You
will be navigated to the screen shown in the
image below.
On the screen shown in the image to
the left, click on “Create”
highlighted in red.
A prompt pops-up as shown in the
image on the next page.
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In the prompt shown in the image on the previous page perform the following:
Give the “Day” in the box marked as #1.
Give the “Month” in the box marked as #2.Type the name in the box marked as #3 which you assigned to the “Attribute” earlier.
Assign the number “1” to the “Public Holiday Class” marked as #4
Give a “Short Holiday Name” in the box marked as #5Give a “Long Holiday Name” in the box marked as #6 Click on “Create” marked as #7.
A “Transport link note” pops-up as shown in the image below
On the “Transport link note” shown in the image above, click on the “green check
mark” highlighted in red.
You will be navigated back to the “Change public Holiday: Overview” screen as
shown in the image below
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Create another “Fixed Public Holiday” by repeating all the previously shown steps till
the image shown on the previous page.
When you reach the screen shown on the previous page after creating another “Fixed
Public Holiday”, perform the following steps as shown in the image below.
You will be on “Change public Holiday: Overview” screen as shown in the image
below
On the screen shown in the image above, click on “Sort Key” highlighted in red. The
whole column gets selected and changes to “Yellow” color.Click on “filter” icon.
A prompt pops-up as shown in the image below.
In the prompt shown in the image above, type the name in the box marked as #1 which
you assigned to the “Attribute” earlier.
Click on the “Green check mark”. You will be navigated to the following screensshown in the image below.
.What you see in the above image are the fixed and floating public holidays.
That’s all about creating the fixed public holiday. Have fun practicing.
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8. FLOATING PUBLIC HOLIDAY
Log in to SAP.
Type “SPRO” in data browser.
Click on “SAP Reference IMG” and follow the sequence as shown in the image below
In the image shown to the left,
follow the sequence and click on
“clock with the green check
mark”. You will be navigated to the
screen show in the image below.
FLOATING PUBLIC HOLIDAY
On the screen shown in the image to the left,click on “Change” highlighted in red. You
will be navigated to the screen shown in theimage below.
On the screen shown in the image to
the left, click on “Create”
highlighted in red.
A prompt pops-up as shown in the
image on the next page.
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In the prompt shown in the
image to the left, click on theradio button “Floating
Public Holiday” marked as
#1.
Click on “Create” marked as
#2.
A prompt pops-up as shown
in the image below. Go to the
next page for the description
of the image shown below
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In the prompt shown in the image on the previous page perform the following:
Give the “Year”, “Month” and the “Date” row by row in the box marked as #1.Make sure the “Not Guaranteed” radio button marked as #2 is checked.
Give a name to the “attribute” in the box marked as #3.
Assign the number “1” to the “Public Holiday Class” marked as #4Give a “Short Holiday Name” in the box marked as #5
Give a “Long Holiday Name” in the box marked as #6
Click on “Insert Date” marked as #7. The same prompt pops-up again with a “Create”
button added in it as shown in the image below.
On the prompt shown in the image above, click on the “Create” button highlighted in
red. A “Transport link note” pops-up as shown in the image on the next page.
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On the “Transport link note” shown in the image above, click on the “green check
mark” highlighted in red.
You will be navigated back to the “Change public Holiday: Overview” screen asshown in the image below
On the screen shown in the image above, click on “Sort Key” highlighted in red. Thewhole column gets selected and changes to “Yellow” color.
Click on “filter” icon.
A prompt pops-up as shown in the image on the next page.
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9. DEFINE GROUPINGS FOR THE PUBLIC HOLIDAY CALENDAR
Follow the navigation in sequence as shown in the image below.
On the screen shown in the image above click on the “execute” button of DefineGroupings for the Public Holiday Calendar.
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On the screen shown in the image on the previous page click on “position…” marked as
#1.
A prompt pops-up, type the personnel area in the box marked as #2.
Hit enter. The personnel area of your org unit is displayed on the screen shown in the
image below.
On the screen shown in the image above, type the calendar of your org unit in both the
boxes marked as #1.
Click on “Save” marked as #2.
A prompt pops-up as shown in the image below.
On the prompt shown in the image above, click on the green check mark highlighted in
red.
You will be navigated back to the same screen as shown in the image on the next page.
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That is all about assigning personnel subareas to public holiday calendar.
Have fun practicing.
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11. SET WORK SCHEDULE RULES WORK SCHEDULES
Follow the navigation in sequence as shown in the image below.
On the screen as shown in the image above, click on the “Execute” button of “Set work
schedule rules and work schedules”.
You will be navigated to the screen shown in the image below.
On the screen shown in the image above, click on new entries.
You will be navigated to the screen shown in the image on the next page.
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PLEASE READ THE DESCRIPTION BELOW THE IMAGE OF THE IMAGE
SHOWN BELOW
Follow the sequence as shown in the image above, however there are things you need to
be careful about.
1. “Holiday calendar ID marked as #2” make sure you type the ID you created.2. “Period work schedule marked as #11” make sure it is the PWS that you
created.
3. “Box #16 automatically changes to 04 when you click on save marked as
#15”.
When you click on save you will be navigated to a prompt as shown in the image on the
next page
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On the prompt shown in the image above, click on the “Green check mark” highlighted
in red. You will be navigated back to the screen shown in the image below.
Like I said earlier, notice the highlighted box has changed its values from “00” to “04”.
That is all about setting work schedule rules and work schedules.
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12. GENERATE WORK SCHEDULES MANUALLY
Follow the navigation in sequence as shown in the image below.
On the screen shown in the image above, follow the navigation in sequence.
Click on the “Execute” button of “Generate work schedules manually”
You will be navigated to the screen shown in the image on the next page.
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On the screen shown in the image above follow the sequence. However, the only
difference would be the “Holiday calendar” marked as “#2” which will be the one you
created.
Click on create and you will be navigated to the screen shown in the image shown onnext page.
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On the screen shown in the image above, click on “Save”.
A prompt pops-up as shown in the image below.
On the prompt shown in the image above click on the “green check mark” You will be navigated back to the calendar screen where you clicked on Save”
That is all. Have fun practicing.
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13. DAILY WORK SCHEDULES
Follow the navigation in sequence as shown in the image below after clicking on “SAP
Reference IMG” in “SPRO”
On the screen shown in the image above, click on the “Clock with the green check
mark”. You will be navigated to the following screen shown in the image below.
On the screen shown in the image above, click on “New Entries” highlighted in red.
You will be navigated to the screen shown in the image on the next page.
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On the screen shown in the image on the previous page, type the end date as
“31.12.9999” in the box marked as #4. And type the rest as it is and follow the sequence
and click on “Save” marked as #8.
A prompt pops-up as shown in the image below.
On the prompt shown in the image above, click on the “Green check mark” highlighted
in red.
You will be navigated back to the same screen shown in the image below.
On the screen shown in the image above, click on the “Back” button twice. You will beon the “SPRO” screen as shown in the image on the next page.
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On the screen shown in the above image, click on the “Clock with the green check
mark” beside “Define Period Work Schedules”.
You will be navigated to the following screen shown in the image below.
On the screen shown in the image above, click on “New Entries” highlighted in red. Youwill be navigated to the screen shown in the image on the next page.
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On the screen shown in the image above, type in the boxes as shown in the image in the box marked as #1.
Click on “Save” marked as #2.
A prompt pops-up as shown in the image below.
On the prompt shown in the image above, click on the “green check mark” highlightedin red. You will be navigated back to the same screen as shown in the image below.
That is all about creating “Daily work schedule”. Have fun practicing.
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14. GROUP PERSONNEL SUBAREAS FOR THE WORK SCHEDULE
Follow the navigation in sequence after clicking on “SAP Reference IMG” in “SPRO”.
On the screen shown in the image above, click on the “Clock with the green checkmark” beside “Group Personnel Subareas for the work schedule”.
You will be navigated to the screen as shown in the image below.
On the screen shown in the image above, click on “System” marked as #1.Click on “User Profile” marked as #2.Click on “Own Data” marked as #3.
You will be navigated to the screens shown on the next page.
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On the screen shown in the image above, click on “Parameters” marked as #1.
Click in the box marked as #2 which has the number “10” typed in it. Hit enter.
Click on “Save” marked as #3.
You will be navigated to the 1st screen of the SAP Application in another window.
Get back to the window where you clicked on system as shown in the image on the next
page.
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On the screen shown in the image above, click on “Position…” marked as #1.
Type the Personnel area of your org unit in the box marked as #2.Click on the “Green check mark” marked as #3.
You will be navigated to the screen shown on the next page.
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On the screen shown in the image above, type the number “10” in both the boxes markedas #1 of your org unit (if you have any).
Click on “Save” marked as #2.
A prompt pops-up as shown in the image below
On the prompt shown in the image above, click on the “Green check mark” highlightedin red. You will be navigated back to the screen shown in the image on the next page.
That is all about “Personnel Subarea Grouping for Work Schedules”.
Have fun practicing.
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15. DAILY BREAK SCHEDULES
Follow the navigation in sequence as shown in the image below after clicking on “SAP
Reference IMG” in “SPRO”
Click on the “Clock with thegreen check mark” beside
“Define Break Schedules”.
You will be navigated to the
screen shown below in the
image.
On the screen shown in the image above, click on “Determine Break Schedule” highlighted in red.
You will be navigated to the screen shown in the image on the next page.
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On the screen shown in the image above, click on “Position…” marked as #1.Type the number “04” in the box marked as #2.
Hit enter.
You will be navigated back to the same page shown in the image below.
On the screen shown in the image above, click on “New Entries” highlighted in red.
You will be navigated to the screen shown in the image on the next page.
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On the screen shown in the image above, type in the details marked in the box #1.
Click on “Save” marked as #2.
A prompt pops-up as shown in the image below.
On the prompt shown in the image above, click on the “Green check mark” highlighted
in red. You will be navigated to the screen shown in the image below.
That is all about scheduling breaks in time management. Have fun practicing.
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16. DAY TYPES SELECTION RULES
DAY TYPES:
“Day” is defined by the “Public Holiday Class”.“Day Type” defines how the payment would be done.
PUBLIC HOLIDAY CLASS:
Public holiday class 0 – is not a public holiday / is a working day / or is a day off.
Public holiday class 1 – is an ordinary public holiday / is a normal public holiday.
Public holiday class 2 – is a half day public holiday.
CLASSIFICATION OF PUBLIC HOLIDAY CLASSES:
PHC – 0: Work / paidPHC – 1: Off and paid
PHC – 2: Off and unpaid.
You can view the above mentioned information about “Public holiday class” by
following the navigation in sequence shown in the image below.
That is all about Day types and public holiday class.
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16.1 DEFINE SELECTION RULES
Selection rule tells about public holiday depending on day type.
Follow the navigation in sequence shown in the image below.
On the screen shown in the image to the
left, follow the navigation in sequence
and click on “Execute” icon of “Define
Selection Rules”. You will be navigated
to the screen shown in the image below.
On the screen shown in the image on theleft, look for an unlisted number in the
box marked as #1.
Click on “New Entries” marked as #2.
You will be navigated to the screen
shown in the image on the next page.
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On the screen shown in the image above, type the number in the box marked as #1 which
you had noted earlier.
In the box marked as #2 hit the “Space bar” once and type the number “1”.
In the box marked as #3 type the number “21”.
In the box marked as #4 type the number “21”.
Click on “Save” marked as #5.
A prompt pops-up as shown in the image below
On the prompt shown in the image above, click on the “Green check mark” highlighted
in red. You will be navigated back on the same screen as shown in the image below.
On the screen shown in theimage to the left, “Selection
rules” have been defined.
That is all about Defining
Selection rules.
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17. WORK SCHEDULE RULES WORK SCHEDULES
Follow the navigation in sequence as shown in the image below
On the screen shown in the image above, click on “Execute” button for “Define
employee Subgroup Groupings”. You will be navigated to the screen shown in theimage below.
On the screen shown in the image above, a prompt pops-up. Double click on “Group
Employee subgroups for work schedules” marked as #1.
Another prompt pops-up, click in the box marked as #2 and type the number “10” in it.
Either click on the “green check box” marked as #3 or hit “enter”.
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You will be navigated to the screen shown in the image below.
On the screen shown in the image above, click on “Position…” marked as #1, a search prompt pops-up. Type the “EE group” in the search area and hit “enter”.
You will see your org unit’s EE group. Type the number “2” in all the boxes of ES
grouping marked as #2 of the EE group of your org unit.
Click on “Save” marked as #3. A prompt pops-up as shown in the image on the next page.
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18. LEAVES SETTING DEFAULT VALUE FOR WORK SCHEDULE
In this session we will learn how to set default value for work schedules with “Casual
leave” in particular.
On the first screen after the log in page, type “PE03” in the data browser as shown in theimage below
As shown in the image above, type “PE03” in the data browser and hit enter. You will
be navigated to the screen shown in the image below
Read the description on the next page.
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On the screen shown in the image on the previous page, type “SCHKZ” in the box
marked as #1.
Click on change marked as #2.
You will be navigated to the screen shown in the image below.
On the screen shown in the above image, you will have to create your employee groups
and assign them the number ranges that you created and assigned earlier in the number
range maintenance. If you don’t remember what were the number ranges assigned, open a
new session window and go to the data browser, type “PE03” and hit enter. You will be navigated to another screen. On that screen in the “FEATURE” box type “NUMKR”
and hit enter. Expand “USA / US” and check the alphabet(s) or number(s) you
assigned. The same exact “alphabet(s) or number(s) will be assigned on the screenshown in the image above.
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Take a look at the image below and follow the steps shown
Click on “PERSG” marked as #1
Click on Create marked as #2
A value box pops up. In this box at the bottom and third from left is the ADD VALUE
button, click on that button.Type the alphabet or number of your previously assigned sub group in the boxes
marked as #3 & #4.
Click on “Transfer” marked as #5.
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You will see the sub groups added as shown in the image below
On the screen shown in the image above, select the employee group marked as #1.
Click on create marked as #2.Choose node type for new nodes prompt pops-up.
Click on the radio button for return value marked as #3.
Return value for field value prompt pops-up.
In the box marked as #4 type the work schedule you created earlierClick on transfer marked as #5.
Repeat the same steps for another group. And you should see your subgroups added thereas shown in the image on the next page.
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On the screen shown in the image on the previous page
Follow the navigation in sequence and click on the clock with the green check mark
marked as #5.You will be navigated to the screen shown in the image below
As shown in the image above, search for you employee groups and assign the PS
grouping number that you have been following since the inception of the procedure. Inthe example in the image above I typed the number 4 as I have been following the same
PS grouping.
Type the number in the box marked as #1.Click on save marked as #2.
You will be navigated back to the same page.
Press F3 once, you will be on the SPRO screen as shown in the image on the next page.
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On the screen shown in the above image click on the clock with the green check mark which is before “Define Absence Types”. You will be navigated to the screen shown in
the image below.
On the screen shown in the image above click on “New Entries” highlighted in red.
You will be navigated to the screen shown in the image on the next page.
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As shown in the image above, type the personnel number in the box marked as #1.Hit Enter.
Click on working times marked as #2.
Select “Absences” marked as #3.
Click on create marked as #4.
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On the image shown to the left, select the casual
leaves that you created marked as #1.
Click on the green check mark marked as #2.
You will be navigated to the screen shown in theimage below.
In the image shown on
the left, you can see
casual leave that youcreated moments ago
highlighted in red.
That is all about Casual leave. Have fun practicing
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