Time Management Training Manual - itqanprogram.comitqanprogram.com/itqan-en/Training/WAVE 1...
Transcript of Time Management Training Manual - itqanprogram.comitqanprogram.com/itqan-en/Training/WAVE 1...
Page 1 of 51 SAP HCM TM TRAINING MANUAL
PROJECT ITQAN
SAP Human Capital Management
(SAP HCM)
ITQAN SAP Human Capital Management
(SAP HCM)
Time Management
Training Manual
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Contents
1. INTRODUCTION ......................................................................................................................................... 1
2. TRAINING OBJECTIVES ............................................................................................................................... 1
2.1. TARGET AUDIENCE ...................................................................................................................................... 1
2.2. PROCEDURES EXECUTION ........................................................................................................................... 1
3. TIME MANAGEMENT PROCESSES .............................................................................................................. 2
3.1. CHANGE AND DISPLAY WORK SCHEDULE ................................................................................................... 2
3.2. PERSONAL WORK SCHDULE ........................................................................................................................ 9
3.3. MAINTAINING TIME DATA ........................................................................................................................ 13
3.4. PAID / UNPAID LEAVE ............................................................................................................................... 16
3.5. FAST ENTRY ............................................................................................................................................... 23
3.6. ATTENDANCE/ABSENCE DATA OVERVIEW ............................................................................................... 26
3.7. QUOTA GENERATION ..................................................................................................................................... 30
3.8. QUOTA OVERVIEW ................................................................................................................................... 32
3.9. DISPLAY ABSENCE QUOTA INFORMATION ................................................................................................ 34
3.10. CHANGE WORK SCHEDULE FOR RAMADHAN (INFOTYPE 2003) ................................................................ 41
4. REPORTS .................................................................................................................................................. 46
4.1. CUMULATED TIME EVALUATION RESULTS: TIME BALANCES / WAGE TYPES ............................................ 46
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1. INTRODUCTION
This training manual will describe all the procedures on the system that are performed within a day or routinely. For these procedures, we will provide a detailed explanation and after
the completion of this training, you will be able to handle professionally these daily procedures.
2. TRAINING OBJECTIVES
Upon completion of this course, process users will be familiar and know the following activities:
Record Working time and Processing
o Create Work/ Shift schedules
o Change Work/ Shift schedules
o Display Work/ Shift schedules
Master data
This process describes the methods available to enter employees’ time data in WFI
Time entry process covers below business scenarios:
o Personal Work Schedule
o Attendance/Absence data overview
o Quota Overview
o Cumulated Time Evaluation Results
o Display Absence Quota Information
Processing Time This includes:
o Maintaining time data
o Absence Administration`
2.1. TARGET AUDIENCE
Key/process users of Time Management
2.2. PROCEDURES EXECUTION
Tips and Tricks
Use CHECK mark or press ENTER key to refresh screen.
Save [Ctrl +S]: allow you to save the data added or changed.
Back [F3]: allow you to go back to the previous screen.
Cancel [Shift + F2]: allow you to cancel the current action being performed.
Exit [Shift + F3]: allow you to return to the main menu.
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3. TIME MANAGEMENT PROCESSES
3.1. CHANGE AND DISPLAY WORK SCHEDULE
SCINARIO
In this processes we will explain and go through the system steps to how we change work
schedule, in order to change work schedule for any person.
This is another way to do process 4.3 in this manual.
PROCESS DETAILS
PROCESS HCM_TM_013
MENU PATH Human Resources Personnel Management Administration HR Master Data Maintain
TRANSACTION CODE
PA30
PROCEDURE
3.1.1. Change Work Schedule
Step Action
1. PA30 is now entered in the Transaction box.
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Step Action
2. Enter Personnel no.
Step Action
3. Enter 7 in Infotype field
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Step Action
4. Click Change .
Step Action
5. Enter 1/5/2015 in Start field
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Step Action
6. Clicking Work schedule rule Input Help .
Step Action
7. Select Work schedule rule CHRT000 from the list
8. Click Save .
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3.1.2. Display Work Schedule
Step Action
1. PA30 is now entered in the Transaction box.
Step Action
2. Enter Personnel no.
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Step Action
3. Enter 7 in Infotype field.
Step Action
4. Click Display .
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Step Action
5. Back is double-clicked..
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3.2. PERSONAL WORK SCHDULE
SCENARIO
In this processes we will explain and go through the system steps to how we check Personal
work schedule
PROCESS DETAILS
PROCESS HCM_TM_006
MENU PATH Human resources Human Resources Time Management
Administration Information System Report Selection Work
Schedule Personal Work Schedule
TRANSACTION CODE
PT63
PROCEDURE
Step Action
1. PT63 is now entered in the Transaction box.
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Step Action
2. Click Other period .
Step Action
3. Enter 14/2/2014 in Period field.
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Step Action
4. Enter 14/12/2015 in the To field.
Step Action
5. Enter 58 in the Personnel Number field .
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Step Action
6. Click Execute .
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3.3. MAINTAINING TIME DATA
SCENARIO
In this processes we will explain and go through the system steps how we maintain Time related data.
PROCESS DETAILS
PROCESS HCM_TM_010
TRANSACTION CODE
PA61
PROCEDURE
Step Action
1. PA61 is now entered in the Transaction box.
Step Action
2. Enter Personnel no.
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Step Action
3. Click on Absences
Step Action
4. Click Create .
Step Action
5. Select 0005 Marriage leave from the list
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Step Action
6. Enter 15/12/2015 in the From field.
7. Enter 18/12/2015 in the TO field.
Step Action
8. Click Save .
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3.4. PAID / UNPAID LEAVE
SCINARIO
In this processes we will explain and go through the system steps how to make a paid leave and unpaid one.
PROCESS DETAILS
PROCESS HCM_TM_011
MENU PATH Human Resources Personnel Management Administration HR Master Data Maintain
TRANSACTION CODE
PA30
PROCEDURE
3.4.1. Paid Leave
Step Action
1. PA30 is now entered in the Transaction box.
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Step Action
2. The Personnel no. field is filled out.
Step Action
3. Click on Absences
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Step Action
4. Click Create .You can also press F5.
Step Action
5. Select 0001 Annual Leave from the list
Step Action
6. Enter 30/12/2015 in Start field
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Step Action
7. Enter 29/1/2016 in To field
Step Action
8. Click Save .You can also press Ctrl+S.
Step Action
9. Click Continue .
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3.4.2. Unpaid Leave
Step Action
1. PA30 is now entered in the Transaction box.
Step Action
2. Enter 20 in Personnel no. field.
Step Action
3. Click on Absences
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Step Action
4. Click Create .
Step Action
5. Select 0011 Unpaid Leave from the list
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Step Action
6. Enter 21/1/2016 in Start field
Step Action
7. Enter 25/1/2016 in To field
8. Click Save .
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3.5. FAST ENTRY
SCINARIO
In this processes we will explain and go through the system steps how to use the fast entry. In this process we will demonstrate giving food allowance to multiple employees at once using fast entry.
PROCESS DETAILS
PROCESS HCM_TM_012
TRANSACTION CODE
PA71
PROCEDURE
Step Action
1. PA71 is now entered in the Transaction box.
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Step Action
2. Select Today
Step Action
3. Choose Absence
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Step Action
4. Click Create .You can also press F5.
Step Action
5. Enter Personnel number
Step Action
6. Enter type And start date &end date
7. Click Save .
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3.6. ATTENDANCE/ABSENCE DATA OVERVIEW
SCINARIO
In this processes we will explain and go through the system steps to how we
Attendance/Absence data overview
PROCESS DETAILS
PROCESS HCM_TM_007
MENU PATH
Human resources Human Resources Time Management
Administration Information System Report Selection Work
Schedule Attendance/absence data overview
TRANSACTION CODE
PT64
PROCEDURE
Step Action
1. PT64 is now entered in the Transaction box.
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Step Action
2. Enter 14/2/2014 in the Data Selection Period field
Step Action
3. Enter 14/12/2014 in the To field.
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Step Action
4. Enter Personnel Number field
Step Action
5. Select the fields as shown in the Screen shot
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Step Action
6. Click Execute .
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3.7. Quota Generation
SCINARIO
In this processes we will generate Quota based on the employee’s Date of Joining
PROCESS DETAILS
PROCESS HCM_TM_009
MENU PATH Human resources Human Resources Time Management
Administration Time Data Time Evaluation
TRANSACTION CODE
PT60
Step Action
1.
PT60 is now entered in the Transaction box. Take Personnel Number Put the date of the joining (With Current year) Put Joining date +1 Year For test run tick the “Display Log” and “Test Run” To update Info type 2006 un tick it
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Step Action
1. Go to PA30 Infotype 2006 and subtype 01 and check the Overview about the Quota Generation
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3.8. QUOTA OVERVIEW
SCINARIO
In this processes we will explain and go through the system steps how we check Quota
overview
PROCESS DETAILS
PROCESS HCM_TM_008
MENU PATH Human resources Human Resources Time Management
Administration Time Data Quota Overview
TRANSACTION CODE
PT50
PROCEDURE
Step Action
2. PT50 is now entered in the Transaction box.
Step Action
3. Enter 41 in Personnel No. field
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Step Action
4. Clicking the Absence quotas tab selects it.
Step Action
5. Clicking the Absence quotas tab selects it.
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3.9. DISPLAY ABSENCE QUOTA INFORMATION
SCENARIO
In this processes we will explain and go through the system steps how we Display Absence Quota Information
PROCESS DETAILS
PROCESS HCM_TM_009
MENU PATH
Human resources Human Resources Time Management
Administration Information System Report Selection Time
Accounts Display Absence Quota Information
TRANSACTION CODE
PT_QTA10
PROCEDURE
Step Action
1. pT_qta10 is now entered in the Transaction box.
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Step Action
2. Enter 14/11/2015 in From field .
3. Enter 14/12/2015 in To field .
Step Action
4. Enter Personnel Number
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Step Action
5. Click All selected EEs .
Step Action
6. Click Execute .You can also press F8.
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Step Action
7. Click Pers.No. .
Step Action
8. Click Print preview .
Step Action
9. Select Employee
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Step Action
10. Click Back .
Step Action
11. Click Spreadsheet... .You can also press Shift+F4.
Step Action
12. Click Continue .
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Step Action
13. Select location and then Click Save .
\
Step Action
14. Click Allow .
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3.10. CHANGE WORK SCHEDULE FOR RAMADHAN (INFOTYPE 2003)
SCINARIO
In this processes we will explain and go through the system steps to how we change work
schedule, in order to change work schedule for any person.
This is another way to do process 4.3 in this manual, put for doing the change to month of
Ramadan.
PROCESS DETAILS
PROCESS HCM_TM_014
MENU PATH Human Resources Personnel Management Administration HR Master Data Maintain
TRANSACTION CODE
PA30
PROCEDURE
Step Action
1. PA30 is now entered in the Transaction box.
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Step Action
2. Enter Personnel no.
Step Action
3. Enter 2003 in Infotype field.
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Step Action
4. Click Create .
Step Action
5. Enter 1/12/2015 in From field.
6. Enter 29/12/2015 in To field.
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Step Action
7. Click on Daily Work schedule Input Help .
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Step Action
8. Select from the list
9. Click Save .
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4. REPORTS
4.1. CUMULATED TIME EVALUATION RESULTS: TIME BALANCES / WAGE TYPES
This report creates a list of the day balances, cumulated balances (period balances), or
the time wage types determined by time evaluation. You can check, for example, what balances
are formed for each organizational unit. The report can also be used to check value limits set
for time and wage types in Customizing.
Transaction Path
Menu Path Human Resources Time Management Administration Information System Report Selection Time Accounts Cumulated Time Evaluation Results: Time Balances/Wage Types
Transaction Code PT_BAL00
Procedure
1. On the Cumulated Time Evaluation Results selection screen, provide the following flexibility:
Period Section
Choose one of the date period selections that applicable from the list.
Field Name Field Description R/O/C User Action and Values
Comments
Other period
Employee’s data as of today’s date
O
Current Month
Employee’s data as of current month
O
Current Employee’s data as of current O
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Year year
Up to Today
Employee’s data starting from the hire date up to today’s date
O
From Today
Employee’s data starting from today’s date up to any future transaction date.
O
Other Period
Employee’s data on a certain period or date range. For example, 14/11/2015 to 14/12/2015
O Choose this default value as Period selection, and populate 14/11/2015 to 14/12/2015
Payroll Period button
Alternative period selection based on Payroll Period date criteria
O
Selection Section
Provide the following entries on this section of selection screen
Field Name Description R/O/C User Action and Values Comments
Personnel Number
Employee number or ID O Enter Employee number
58
Time recording administrator
Time data administrator that are assigned to group of employees
O
Further Selections button
Provides list of employee master data criteria that can be included as part of Selection Section in addition to Personnel Number and Employment Status entry fields
O Choose the fields on Selection Options area by highlighting the rows
Choose the Select or Right arrow button to move the selected rows to Selection Fields area
Choose Enter button to complete the selection
The additional
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selected employee master data criteria are displayed on the Selection section
Provide the necessary values that relevant to the additional master data field entries to meet the expected data output
Org. Structure button
Provides list of organization structure that employees’ belong to as one of the report output selection criteria
O Expand the organization structure to find the desired organization units
Select the checkbox next to the desired organization units
Choose the Continue or Green Check button to complete and close the Choose Organization Unit window
Selection Conditions Section
Provide the following entries on this section of selection screen
Field Name Field Description R/O/C User Action and Values
Comments
Radio button – Daily Balances
The report reads the results of
time evaluation from table ZES
for the day balances
O
Radio button – Cumulated Balances
The report reads the results of
time evaluation from table
SALDO for the period balances
O Choose this default value
Radio button – Time Wage Types
The report reads the results of
time evaluation from table ZL
for the time wage types
O
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Value Limits (hours) for time/wage types Section
Provide the following entries on this section of selection screen
Field Name Description R/O/C User Action and Values
Comments
Checkbox – Take account of value limits (hours)
Option to checks the value limits that you set in the limit feature for individual time types or wage types
O
Data Format Section
Provide the following entries on this section of selection screen
Field Name Description User Action and Values
Layout Specific report output format
2. Choose the Execute button
3. Result