SAP HR & Payroll - Guidance for Inputting & Reporting … · SAP HR & Payroll - Guidance for...
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SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 102
Section 7: Reporting 7.1 Additional/ Supply Hours and Payments Report A monthly report can only be made after the payroll has run for that month. They will usually be available one or two days before payday.
From the home page double click on ‘PC00_M99 _CWTR – Wage type reporter’.
Click ‘Get Variant’.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 103
Type “DCC SCHOOLS” in the ‘Variant’ field.
Delete your personnel number from the ‘Created by’ field.
Click the ‘Execute’ icon.
Type in your Cost Centre.
Type in the first and last date of the month of which payday you are reporting on in the format DD.MM.YYY. Please note that you can only view one month at a time.
Click the ‘Execute’ icon.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 104
Your report will now be displayed.
From this screen you can export it to an Excel spreadsheet (see section 7.4) or print the report (see section 7.5). Click ‘Back’ or ‘Exit’ until you return to the home page.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 105
7.2 Absences Report
From the home page double click on ‘PT91 – Absences: For Multiple Employees’.
Click ‘Get Variant’.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 106
Select “DCC SCHOOLS” by clicking the line to highlight it.
Click the green tick, or by double clicking the line.
Type in your Cost Centre.
If you are reporting for a month which is not the current month you are in, select ‘Other Key Date’ and enter the last day of the month you would like to report for (in the format DD.MM.YYYY).
Click ‘Execute’.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 107
Your absence report will now be displayed.
Please see Appendix F for Absence types. Tip: An upper case letter means the absence is for a full day and a lower case
letter means a part day absence.
If required you can double click an entry (e.g. S) to bring up more details.
To exit this screen, click on the ‘red cross’.
Click ‘Print Preview’. (See screenshot at the top of the page.)
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SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 108
From this screen you can export it to an Excel spreadsheet (see section 7.4) or print the report (see section 7.5).
Click ‘Back’ or ‘Exit’ until you return to the home page.
Tip: In addition to the monthly absence reports you can produce from SAP, there are also two reports each month to assist you with absence monitoring. These two Absence Reports will be uploaded to the secure area of Learning in Derbyshire and details of how to access them are in Section 8 of the guide.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 109
7.3 List of current employees
From the home page double click on ‘S_AHR_61016369 – Employee List’.
Click ‘Get Variant’.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 110
Select ‘DCC SCHOOLS’ by clicking the line to highlight it.
Click the green tick, or by double clicking the line.
Type in your Cost Centre.
Click ‘Execute’.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 111
Your current employee list report will now be displayed
From this screen you can export it to an Excel spreadsheet (see section 7.4) or print the report (see section 7.5). Click ‘Back’ or ‘Exit’ until you return to the home page.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 112
7.4 Exporting a report to an Excel spreadsheet
Click ‘Local File’.
Click to select ‘Spreadsheet’.
Click the green tick.
Click in the ‘Directory’ field and click the drop down icon.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 113
Select where you would like the file to be saved.
Type in the name you want the file to be called.
Click ‘Save’.
Click ‘Generate’.
The file will then be saved to your chosen location.
Click ‘Back’ or ‘Exit’ until you return to the home page.
Remember this is confidential information and your spreadsheet should be password protected.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 114
7.5 Printing a report
Click ‘Menu’ and navigate to either:
User Interface > Print or List > Print
Type ‘LP01_WEB’ in the Output Device field.
Click ‘Properties’.
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 115
Select ‘Print out immediately’.
Click on the ‘green tick’.
This will take you back to the ‘Print ALV List’ screen.
Click on the ‘green tick’.
You might see the following screen:
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 116
A new window will open shortly and load the preview of the report.
If the report does not appear on your screen, please hover over the icons on the bottom toolbar and click on the PDF document.
Click on the ‘Printer’ icon. This could be at the bottom of your screen as below or the top of your screen (as the second image).
SAP HR & Payroll - Guidance for Inputting & Reporting June 2015 v4 PUBLIC
For assistance: Call: SAP in Schools Team on 01629 538088 | Email: [email protected] 117
When fully loaded, click the ‘Print’ icon.
Select your desired printer/options and click ‘OK’
Once you have printed your report, close the window.
Exit the report by clicking ‘Back’ or ‘Exit’ until you return to the SAP home screen.
Remember this is confidential information and should be stored in a locked cabinet
at all times.