Setting Up Integration Between Personnel

Management and Organizational Management

Integration to Personnel Management

Integration switch for

PLOGI ORGA X organizational assignment

Integration Tools

Organizational Assignment (0001)

PersNo. Validity -

Enterprise Structure
...
Cost center

Organizational Structure

Position

Job

Org. unit

 SAP AG 1999
Personnel Subarea IMG Activities (2)
Display Structure: Activities for Organizational Unit Personnel Subarea
Structure Edit Goto Information Utilities Default settings System Help

Expand/collapse What other projects?

Personnel Time Management

Work Schedules
Personnel Subarea Groupings
Define groupings for the work schedule
Work Schedule Rules and Monthly Work Schedules
Set groupings for the public holiday calendar
Time Data Recording and Administratioin
Substitutions
Define personnel subarea groupings
Absences
Absence Catalog
Group personnel subareas for absences/attendances
Absence Counting
Group personnel subareas for absence counting
Availability
Group personnel subareas for availability types
Quotas
Absence Quotas
General Absence Quotas
Group personnel subareas for time quotas
Leave Quotas
Group personnel subareas for leave quotas
Time Evaluation R

Settings for Time Evaluation

Group personnel subareas for time recording

 SAP AG
Employee Subgroup IMG Activities
Display Structure: Activities for Organizational Unit Employee Subgroup
Structure Edit Goto Information Utilities Default settings System Help

Expand/collapse What other projects?

Personnel Administration
Organizational Data
Organizational Assignment
Define employee attributes
Payroll Data
Basic Pay (example)
Define EE subgroup grouping for PCR and coll.agrmt prov.
Wage Types
Define employee subgroup grouping for primary wage types

Personnel Time Management

Work Schedules
Work Schedule Rules and Monthly Work Schedules
Define employee subgroup groupings
Time Data Recording and Administration
Absence Quotas
General Absence Quotas
Group employee subgroups for time quotas
Attendance Quotas R

Group employee subgroups for time quotas

 SAP AG
Depicting the Organization of Payroll in the
SAP System

 Personnel Management
 Personnel Administration
CAB Co.  Organizational Data
 Organizational Assignment

Payroll is run at
the end of the month. Create Payroll Area
Check Default
Payroll Area
Create Control Record

 Payroll
 Payroll International
 Environment
CAB Co.
 Payroll Organization
Payroll is run on the 10th
Generate Payroll Periods
of the subsequent month.

 SAP AG 1999
Payroll Control Record

Payroll area XX salaried employee

Control record type 01 Payroll

Payroll

International
Incorrect personnel no.
Payroll
payroll area XX monthly
Simulation

Release payroll
Payroll status
Start payroll
Released for payroll
Check results

Corrections
Released for corrections
Exit payroll

Exit payroll

Check payroll results

The different phases

within payroll

 SAP AG 1999
Maintaining Features

Features: Initial Screen (Transaction PE03)

Containing one or
more fields that can
be queried in a Feature ABKRS ABKRS Default values for
decision tree payroll area
Create

Sub-objects Queries personnel and data

Decision tree structure fields
Structure
to determine the return code
Persons responsible/status
Assign country/component Feature's
Documentation administrative data

Display Change

Countries for which the Information on the structure

feature is valid and the functions
 SAP AG 1999
 Default Values for Payroll Accounting Area
Edit Feature ABKRS : Decision Tree
Feature Edit Goto Utilities System Help
ABKRS Default Values for Payroll Area

PME04 Field string for feature

Error text BUKRS Company code
Variable key F D Operations MOLGA Country group
D TCLAS PERSG Employee group
* D MOLGA PERSK Employee subgroup
* ** &ABKRS=D2, TCLAS Transaction class for data
* 01 D PERSK
storage
* 01 ** &ABKRS=D2, TCLAS
* 01 DN &ABKRS=D1,
* 01 DZ &ABKRS=99, *
B &ABKRS=99,
MOLGA
**
01
PERSK
Structural
graphic
**
&ABKRS=D2,
R

 SAP AG
Maintaining Features (2)

PE03 Enterprise Structure for Wage

Type Model

Features: Initial Screen Process Feature LGMST: Decision Tree

Feature LGMST Planned Payment LGMST LGMST Planned Payment Specification

Specification  MOLGA Country Grouping

 01 Germany

Sub-objects
 02 Switzerland

 10 USA
Decision tree  SUBTY Subtype
Structure  1
Persons responsible/status 02/ 1

Country/component assignment  Otherwise

Documentation  PERSG Employee group

Display Change  1 Active employee

 SAP AG 1999
Employee Working Time

Payment

Working time

Attendance/absence calculation
 SAP AG 1999
Time Recording Options

Internet
Workflow

Cross-Application
Time Sheet ESS

Single screen
Fast entry
List screen
Calendar
For multiple persons
Time Recording and infotypes
Systems Time Administrators

 SAP AG 1999
n Time data is stored in time infotypes. The personnel
administrator can use various options for recording time data:
Ÿ Single screen: Records one infotype for one employee
Ÿ Fast entry: Records one infotype for several employees
Ÿ List screen: Records several infotype records for one
employee
Ÿ Calendar: Records infotypes for a year (annual calendar), a
month (monthly calendar), or a week (weekly calendar)

Multiple persons and infotypes entry: Records several

infotype records for several persons
What is SAP Time Management?

Work
schedules

Substitutions,
availability

Other SAP System

Time accounts
applications

Work on
Sundays
Work on
public holidays

Others

 SAP AG 1999
 SAP AG
Time Recording Methods

Record only deviations to work schedule

Work schedule =
Doctor's appt 11:00 14:00 2.5 hrs Actual and
planned

Record all times

Attendance 08:00 11:00 3 hrs Recorded times =

Actual
Doctor's appt 11:00 14:00 2.5 hrs
Work schedule =
Attendance 14:00 17:00 3 hrs Planned

 SAP AG 1999
n There are basically two different methods for transferring employee time
data to the SAP System:
Method 1: Record only deviations to the work schedule
This method records only employee time data that represents exceptions
or deviations to the work schedule assigned to employees. Here you can
include the most current data, such as employee illnesses, schedule and
record substititutions, and enter annual leave for employees.
Method 2: Record actual times
This method completely records all actual times, that is, all transactions
such as actual working times, absences, and so on.
n There are two procedures for recording actual times:
Ÿ Automatic recording
Actual times are recorded in front-end time recording systems, uploaded
to the SAP System and then processed in SAP Time Evaluation.
Ÿ Manual recording
Actual times are manually recorded in the Attendances infotype (2002).
SAP Time Management: Required Infotypes

Planned
Working Time
11
12
1
10 2
9 3
8 4
7 6 5

Org. Assignment

Time Recording
Info
Personal Data

Name
Date of birth
Employees

Absence Quotas Always mandatory

For time evaluation

only
 SAP AG 1999
n The following infotypes are required for the integration of time
management data records:
Ÿ Organizational Assignment (0001)
Ÿ Personal Data (0002)
Ÿ Absence Quotas (2006) to manage employee leave
Ÿ Planned Working Time (0007): The appropriate Time Management
status must be stored in this infotype. This status determines whether
and how employee time data is to be processed in SAP Time Evaluation
or in SAP Payroll.
Ÿ Time Recording Info (0050):
This infotype is only used when SAP Time Evaluation is in active use. It
allows interface data to be received at the subsystem and additional
employee information to be entered for the purposes of time evaluation.
Note: The Payroll Status infotype (0003), which the system usually
creates when an employee is hired, determines the earliest retroactive
accounting date and when time evaluation is to be run next
Integration with Other SAP Components

Cross-Application Time Sheet

Logistics Accounting
Master Data

PM
PS CS Personnel Time Management

Confirmations CO
Attendances/Absences

Activity
Capacity Planning Personal Work Schedule Allocation
Order Scheduling Shift Planning
Cost
Assignment
Time Evaluation
MM-
SRV
Personnel Work Time
External Services Time Events Events FI

Incentive Wages
Time Tickets
PP
PI
Time Recording Balance Sheet and
Confirmations Systems Payroll Sales Revenue Accounts

 SAP AG 1999
 Working times recorded in the Cross-Application Time Sheet are
transferred as attendances to SAP Time Management. These
attendances can be allocated as activites in SAP Controlling.
Attendances are also transferred to SAP Time Evaluation for further
processing. Time balances and time types are formed, which are then
transferred to SAP Payroll. Finally, the payroll results are transferred
to SAP Accounting. Payroll results are transferred to SAP Payroll.
Ÿ
Employee attendances and absences serve as information on
employee availability for capacity planning in SAP Logistics.
Ÿ
Working times recorded in time recording systems are transferred as
personnel time events to time management and processed further in
SAP Time Evaluation. Wage types formed are transferred to SAP
Payroll.
Work Schedule Models at CAB Company

Salaried Employees
Sales executives
CAB Company
Administrators
Secretaries
Others

Hourly-Wage Earners
Warehouse workers
Flextime Lathe operators
Rotating shifts Welders
Part-time workers Others
Others
 SAP AG 1999
Time Recording

Work Schedules
Early
Normal
Night

+ Employee Time Data

Overtime

Changes
in planned
Absences working time
Business
trips, actual Substitutions
work performed

Attendances
 SAP AG 1999
Personnel Subareas: Control Indicators

Substitutions

Attendances/
absences
counting Attendance/
absence quotas

Early Personnel Subarea

Late 2000
Night
Off

Work schedules,
daily work schedules Public holiday
calendar
Availability

 SAP AG 1999
Additional Personnel Subarea Groupings

Flexible grouping options

Personnel subarea for each element
groupings for: of time management

Grouping
Grouping for
for work
work schedules
schedules
Work schedules
Daily work schedules 0001 0002 0003 0004
Substitutions and
availability types
01 02
Attendance/absence types
Grouping
Grouping for
for attendance
attendance and
and absence
absence types
types
Attendance/absence
counting
0001 0002 0003 0004
Time quotas
Time recording
01
...
Grouping
Grouping for...
for...

 SAP AG 1999
Personnel Subarea: Customizing Steps

Display Structure: SAP Reference IMG: Personnel Subarea

Structure Edit Goto Information Utilities Default settings System Help

Expand/collapse Where else used

Personnel Time Management

Work Schedules
Personnel Subarea Groupings
Set Groupings for the Work Schedule
Work Schedules Rules and Work Schedules
Define Groupings for the Public Holiday Calendar
Time Data Recording and Administration
Substitutions
Set Personnel Subarea Groupings
Absences
Absence Catalog
Group Personnel Subareas for Attendances/Absences
Absence Counting
Absence Counting Rules (New)
Group Personnel Subareas for Time Quotas

Availability
Group Personnel Subareas for Availability Types
Managing Time Accounts Using Attendance/Absence Quotas
Define Groupings for Time Quotas
Group Personnel Subareas for Time Quotas
Group Personnel Subareas for Time Quotas

. . .

 SAP AG 1999
Employee Subgroup Steps

Display Structure: SAP Reference IMG: Employee Subgroup

Structure Edit Goto Information Utilities Default settings System Help

Expand/collapse Where else used

Personnel Time Management

Work Schedules
Work Schedules Rules and Work Schedules
Define Employee SubgroupGroupings
Time Data Recording and Administration
Absences
Absence Catalog
Absence Counting
Absence Counting Rules (New)
Group Employee Subgroups for Time Quotas
Attendances
Managing Time Accounts Using Attendance/Absence Quotas
Define Groupings for Time Quotas
Group Employee Subgroups for Time Quotas
. . .

 SAP AG 1999
Creating Work Schedules

Public Holidays Daily Work Schedules

Public Holiday Break

Variants Variant Rules
Calendar Schedules

Period Work Schedules

Day Types

Work Schedule Rule

Generates

Monthly Work Schedules

Planned Working Time

Infotype (0007)
 SAP AG 1999
Work Schedules

2000

Calendar

6 7 13 14 20 21 27 28

Working Time

Shift Flextime
6:00 a.m. - 2:30 p.m. 7:00 a.m. - 6:00 p.m.

 SAP AG 1999

The central element in SAP Time Management is the employee's work

schedule. The work schedule contains planned specifications of an
employee's working time, including breaks. The work schedule is
based on a valid public holiday calendar
Public Holidays and Public Holiday Calendar

CAB Company  Personnel Time Management

 Work Schedules

Determine Public Holiday Classes

2000
-> Public holidays
-> Public holiday calendar

 SAP AG 1999
nDifferent public holidays are celebrated in various parts of the world
depending on the specific country, region, religion, city, and so on. In SAP
Time Management, public holidays are grouped together in the public
holiday calendar. To set up a work schedule, you need a valid public holiday
calendar including company-wide public holidays relevant for your enterprise.
The factory calendar does not affect the public holiday calendar in any way.
n Public holidays and the public holiday calendar can be modified to suit
national or regional provisions, or even internal business policy.
n You maintain public holidays and the public holiday calendar under either
Global Settings or Work Schedules in the IMG for Personnel Time
Management.
Public Holiday Calendars

2000

Pub. Holiday Calendar Pub. Holiday Calendar

New Year's Day AR Argentina

Epiphany AT Austria Personnel Subarea
Good Friday CA Canada Headquarters
Easter Sunday DK Denmark
Easter Monday GE United Kingdom MX Mexico
Independence Day MX Mexico

Maintain Public Holidays

With fixed date
With fixed day of week from date
Distance to Easter
is Easter Sunday
is a movable holiday
 SAP AG 1999
n Every work schedule is based on a valid public holiday calendar that
includes all relevant regional public holidays.
n The standard SAP System contains a comprehensive list of
international, national, and regional public holidays as well as sample
public holiday calendars.
n You can define new public holidays and include them in a public
holiday calendar. Existing holidays can also be partially modified or
simply deleted from a public holiday calendar.
n You can delete public holiday calendars that are not used.
n The validity of a public holiday calendar is specified by a validity
period.
n A public holiday calendar is assigned to a personnel subarea.
n Public holidays are set up and saved once and then can be copied
to various calendars.
n Public holidays can have one of the following characteristics:
Ÿ Fixed date
Ÿ Specific date and day of week
Ÿ Distance to Easter (Easter, and certain days before/after Easter)
Ÿ Movable holiday (date not fixed)
Determining Public Holiday Classes

Holiday
Holiday class
class blank
blank “Not
“Not aa holiday”
holiday”

Holiday
Holiday class
class 11 “Full-day
“Full-day holiday”
holiday”

Holiday
Holiday class
class 22 “Half-day
“Half-day holiday”
holiday”

.. .. ..

affects

es e
Bo n u s Leav

DEUTSCHE
MARK
DEUTSCHE
MARK

 SAP AG 1999
nThe public holiday class is used for the selection of time wage types, daily
work schedule variants, day types, and for absence counting. In the standard
SAP System, the public holiday class 1 is assigned to “ordinary” full-day
public holidays and the public holiday class 2 is assigned to half-day public
holidays.
Not all public holidays are treated in the same ways. Some collective
agreements stipulate different holiday bonuses for working on certain public
holidays, such as May 1 (May Day) in Germany, or Thanksgiving in the
United Status (fourth Thursday in November). If you want to treat a public
holiday differently, you can assign it an alternative public holiday class. You
can use a value from 0 to 9 for the public holiday class; 0 or blank is used for
days that are not public holidays

Certain public holidays may only be relevant in specific religions, that is,
the public holiday is observed only by employees of a particular religious
group.
Work Schedule Levels

Mo Tu We Th Fr Sa Su
Early shift:
6:00 a.m. to
EARLY EARLY EARLY EARLY EARLY OFF OFF 2:00 p.m.
LATE LATE LATE LATE LATE OFF OFF
NIGHT NIGHT NIGHT NIGHT NIGHT OFF OFF Day
OFF OFF OFF OFF OFF OFF OFF

OFF OFF
L N

L N Work Pattern
Month(s) (4 weeks)
L N

L N

L N
OFF OFF

2000

 SAP AG 1999
n Work schedules define the work patterns for diverse groups of
employees in an enterprise. Employees' contractually agreed to working
times are set up in the work schedule.
n A valid public holiday calendar is a prerequisite for every work
schedule.
n Specifications for work schedules are stored at three levels:
Ÿ At the daily level, daily work schedules include the break schedule.
You can also include various daily work schedule variants (alternative
versions of the daily work schedules).
Ÿ At the weekly level, daily work schedules are arranged into a specific
pattern in the period work schedules.
Ÿ At the monthly level, work schedules are created for several calendar
months based on a valid public holiday field and a work schedule rule.
Ÿ The work schedule is set up step-by-step in this unit.
n Work schedules and daily work schedules can apply to one or more
personnel subarea or employee subgroup groupings.
Daily Work Schedules and Variants

CAB Company  Personnel Time Management

 Work Schedules
 Personnel Subarea Groupings
 Daily Work Schedules

Work
Work Schedules
Schedules Define Break Schedules

Define Rules for Variants

Define Daily Work Schedules

Daily
Daily Work
Work Schedules
Schedules The smallest unit of the work schedule is the daily work
Early Flex schedule, which contains information on the individual
Late Flex A workdays. This information includes breaks and daily work
Night
schedule variants
 SAP AG 1999
Break Schedules

Break Schedules

Start End Unpaid Paid After RefTime Type 1

(no. hrs)

Fixed Break 12:00 13:00 1:00

Variable Break 9:30 10:00 0:25
Dynamic Break 0:25 4.00
Overtime Break 22:00 22:10 0:17 O

n The break schedule is assigned to a personnel subarea

grouping for daily work schedules. You can assign a break
schedule to as many daily work schedules as you require.
 SAP AG 1999
 Fixed Breaks: Breaks taken at a certain period of time (from 9:00 a. m. to
9:15 a.m., for example)
ŸVariable Breaks: Breaks that must be taken at any time within a specific
interval. Employees themselves can determine the time when their break
begins and ends (an hour break must be taken between 12:00 p.m. and 2:00
p.m., for example)
ŸDynamic Breaks: Breaks taken after a certain number of hours are worked (a
15-minute break must be taken after working 4 hours, for example). In the
Reference time (RefTime) field in the flextime working models, you can specify
if a dynamic break is to be calculated from the start of planned working time or
normal working time. The start of planned working time is preset in the standard
SAP System. Dynamic breaks can be defined in more detail in the DYNBR
function in time evaluation.
Overtime Breaks: Breaks taken when working overtime; they are indicated by
Ÿ
the break type O.
Breaks taken after midnight (12:00 a.m.) during night shifts are to be assigned
Ÿ
to the previous day by activating the previous day indicator (checkbox) in the
"P" field.
n If work schedules change after they are already assigned to daily work
schedules, you must reevaluate the applicable daily work schedules. The IMG
contains a utility to complete this task.
Daily Work Schedules

End of
core time Start of
core time

11
12
1
Start of 10 2
core time
9 3
End of
core time

e
8 4

c
an
To 7 6 5

ler
le
r

To
an
c e
Start of
working time End of
working time

 SAP AG 1999
n A daily work schedule contains the specifications for a workday
n These specifications include the start and end of working time, planned
working hours, and breaks.
You can also indicate whether or not individual overtime approvals are
permitted in the daily work schedule.
n You can also add various versions to the daily work schedule, a “shortened”
version, for example. These versions are called daily work schedule variants. In
the daily work schedule, you can specify whether or not these alternative
versions of the daily work schedule are to be included.
n Daily work schedules can define fixed or flexible working times (flextime
work schedules).
n Flextime work schedules contain a period of time within which employees
may clock-in and clock-out (recording of actual times).
n Core times can also be defined for flextime work schedules, that is, specific
times when employees are required to be at work.
Daily work schedules can also contain begin or end tolerances. This prevents
clock-in/clock-out times that differ only slightly from normal start or end of
working time from being interpreted as overtime or working time violations
Daily Work Schedule Classes

Valuation Basis
Daily Work Schedule Class (0 - 9)

Time Wage Types Absence Counting

DEUTSCHE
MARK

DEUTSCHE
MARK

 SAP AG 1999
n A daily work schedule is a description of the duration and location of
working time for an employee on any given workday.

A daily work schedule class is assigned to a daily work schedule,

which is used as the valuation basis for the daily work schedule. Daily
work schedule classes have a twofold purpose – they specify the
conditions and rules for generating time wage types and also
determine how absences and attendances are counted.

Use the 0 planned working hours checkbox to indicate daily work

schedules containing days off of work. You can assign as many daily
work schedule classes as necessary
Daily Work Schedules and Variants

a y
olid
H
lic
b
Pu

8 hours Regular daily work schedule

4 hours Variant always used before public holidays

 SAP AG 1999
n You can also create different versions of the daily work schedule, for
example, a “shortened” version. These versions are called daily work
schedule variants. This type of daily work schedule variant could be activated
prior to public holidays.
n A daily work schedule variant is an alternative version of a daily work
schedule. In addition, a daily work schedule variant has the same name as
the original daily work schedule, but an additional indicator, a letter or
number, distinguishes it from its corresponding daily work schedule.
n The daily work schedule variants can be included automatically when
generating the monthly work schedules. To do so, you define rules that
determine the conditions to be met in order for the daily work schedule variant
to be used on a specific day, such as on days preceding public holidays, for
example.
Example:
Employees with flexible working times who work Monday through Friday
according to the daily work schedule FLEX work fewer hours than usual prior
to public holidays. This scenario can be set up by using a daily work schedule
variant. The daily work schedule variant must also be called FLEX, and must
include an additional indicator, such as FLEX B oder FLEX 1 to distinguish it
from the regular daily working schedule
Daily Work Schedules: Variant Rules

Rules to Determine Variants

Rule No Holiday class Hol.cl.next day Weekday Variant

b123456789 b123456789 1234567
01 01 ..x....... xxxxxxxxxx xxxxxxx B
01 02 xx. xxxxxxx xxxxxxxxxx ....x.. B

Selection rule for daily

work schedule variants
from the daily work schedule

n Rules for daily work schedule variants are each indicated by a 2-digit
 SAP AG 1999

number (rule). The daily work schedule specifies which selection rule is
used to determine the daily work schedule variant. Therefore, a rule must
already exist. A rule can belong to several daily work schedules.
Corresponding variants must exist for these daily work schedules, such as
FLEX B, NORM B, and so on.
n If a rule is applicable, the daily work schedule variant for the corresponding day
(the current day) is referenced when the work schedule is generated. Rules are
defined for daily work schedule variants depending on the following
characteristics:
Ÿ Public holiday class of the current day
Ÿ Public holiday class of the following day
Ÿ Day of the week of the current day
n A rule may contain several subrules. In this way, all subrules of the rule are run
through until one of them applies. If no subrule is applicable, then no daily work
schedule variant is referenced.
n Example: For the above variant rule 01, consisting of two subrules, 01 and 02:
Subrule 01: A daily work schedule variant with the additional name B is
referenced when the current day is a half-day public holiday (public holiday class
2), regardless of whether or not the following day is a public holiday (no matter
what public holiday class), and regardless of the day of the week of the current
day.
Subrule 02: Variant B is referenced when the current day is not a half-day public
holiday (all public holiday classes except 2), regardless of whether or not the
following day is a holiday (no matter what public holiday class), and if the current
day is a Friday (Day 5).
Period Work Schedules

CAB Company  Personnel Time Management

 Work Schedules
 ...
 Period Work Schedules

Early
Off
Night
OFF OFF
Define Period Work Schedules
L N

L N

L N

L N

L N
OFF OFF

Period
Period Work
Work Schedules
Schedules

 SAP AG 1999
Period Work Schedules: Work Patterns

Grpg
Grpg PWS
PWS PWS
PWS text
text Wk
Wk no.
no. 01
01 02
02 03
03 04
04 05
05 06
06 07
07

01
01 FLEX
FLEX Flextime
Flextime 001
001 FLEX
FLEX FLEX
FLEX FLEX
FLEX FLEX
FLEX FLEX
FLEX OFF
OFF OFF
OFF
01
01 M3
M3 3-shift
3-shift operation
operation 4W
4W 001
001 F-11
F-11 F-11
F-11 F-11
F-11 F-11
F-11 F-11
F-11 F-11
F-11 OFF
OFF
01
01 M3
M3 3-shift
3-shift operation
operation 4W
4W 002
002 S-11
S-11 S-11
S-11 S-11
S-11 S-11
S-11 S-11
S-11 OFF
OFF N-11
N-11
01
01 M3
M3 3-shift
3-shift operation
operation 4W
4W 003
003 N-11
N-11 N-11
N-11 N-11
N-11 N-11
N-11 N-11
N-11 OFF
OFF OFF
OFF
01
01 M3
M3 3-shift
3-shift operation
operation 4W
4W 004
004 OFF
OFF OFF
OFF OFF
OFF OFF
OFF OFF
OFF OFF
OFF OFF
OFF

Grouping of FLEX:
FLEX: Weekly
Weekly work
work pattern
pattern
daily work schedules
into a specific pattern
M3:
M3: 3-shift
3-shift operation
operation over
over 4-week
4-week period
period

 SAP AG 1999
n A period work schedule is the basis for generating a monthly work
schedule.
n A period work schedule consists of a sequence of daily work
schedules representing a certain work pattern.
n A period work schedule can cover one week or more weeks, or even
a part of a week.
n The period work schedule is applied to a horizontal time axis (a valid
public holiday calendar) that is then "rolled" (repeated) until a month or a
longer period of time is completely covered. In other words, the pattern
defined in the period work schedule repeats itself continuously.
n The personnel subarea grouping for daily work schedules is a group
of personnel subareas that use the same daily work schedules, period
work schedules, and break schedules.
Day Types and Selection Rules

CAB Company  Personnel Time Management

 Work Schedules
 ...
 Day Types

2000
2000 Define day types

11 10 1 Define selection rules

Define special days

Work
Work on
on public
public holidays
holidays
Paid
Paid on
on public
public holidays?
holidays?
 SAP AG 1999
Defining Day Types

Day Types Meaning

blank Work/paid

1 Off/paid DE UTSCHE

DE UTSCHE
MARK

MARK

2 Off/unpaid

3 Off/special day

. . . . . .

 SAP AG 1999

n The standard SAP System contains four day types:

Ÿ blank:Day on which an employee works and is paid
Ÿ1:Day on which an employee does not work, but is still paid
Ÿ2:Day on which an employee does not work and is also not paid
3:Special day on which an employee does not work and is paid according to
payroll rules
Defining Selection Rules

Weekday Saturday Sunday

Rule with holiday class b12 3 4 5 6 7 8 9 b12 3 4 5 6 7 8 9 b12 3 4 5 6 7 8 9

01 Gives day type 11 1 1 1 1 1 1 1 11 1 1 1 1 1 1 1 11 1 1 1 1 1 1 1

Assignment in work
schedule rule

Rule
Rule Explanation:
Explanation:
IfIf aa day
day with
with holiday
holiday class
class "blank"
"blank" falls
falls on
on aa weekday,
weekday,
the
the day day is
is considered
considered aa paid
paid workday.
workday.
IfIf aa public
public holiday
holiday with
with holiday
holiday class
class 11 falls
falls on
on aa weekday,
weekday,
the
the day day is
is considered
considered aa paid
paid day
day off.
off.
IfIf aa public
public holiday
holiday with
with holiday
holiday class
class 22 falls
falls on
on aa weekday,
weekday,
the
the day day is
is considered
considered aa paid
paid workday.
workday.
The
The same same rules
rules apply
apply to
to Saturdays
Saturdays and
and Sundays.
Sundays.

 SAP AG 1999
Determining Special Days

Day type 3

DEUTSCHE
MARK

Example:
Rule 01 Thursday  Public holiday
Assignment in Friday  Bridge day
work schedule

 SAP AG 1999
Work Schedule Rules and Work Schedules

 Personnel Time Management

 ...
CAB Company
 Work Schedule Rules and
Work Schedules

Define Employee Subgroup Groupings

OFF OFF
L N

L N

L N
Define Groupings for the Public
1999
Holiday Calendar
L N

L
OFF OFF
N
Set Work Schedule Rules and
Work Schedules
Work?
Generate Work Schedules Manually
Paid?

Generate Work Schedules in Batch

 SAP AG 1999
 Defining Work Schedules: Work Schedule Rules

Work Schedule Rule

Average Infotype 0007

working time Default Values

Weekday Saturday Sunday

Day type rule Rule with holiday class b12 3 4 5 6 7 8 9 b12 3 4 5 6 7 8 9 b12 3 4 5 6 7 8 9
01 Gives day type 11 1 1 1 1 1 1 1 11 1 1 1 1 1 1 1 11 1 1 1 1 1 1 1

Reference date 2000

Reference date
in period Monday,
work schedule Oct. 16, 2000
Starting point 009
Grpg PWS PWS text Wk no. 01 02 03 04 05 06 07
Starting point
01 Flex Flextime 001 FLEX FLEX FLEX FLEX FLEX OFF OFF
in period 01 M3 3-shift operation 4W 001 F-11 F-11 F-11 F-11 F-11 F-11 OFF
01 M3 3-shift operation 4W 002 S-11 S-11 S-11 S-11 S-11 OFF N-11
work schedule 01 M3 3-shift operation 4W 003 N-11 N-11 N-11 N-11 N-11 OFF OFF
01 M3 3-shift operation 4W 004 OFF OFF OFF OFF OFF OFF OFF
Important Note: A monthly work schedule generated from January to December
of a specific year must also include December of the previous year and January of
the subseqent year. A previous and subsequent period must exist for each period to
be calculated
 SAP AG 1999
You can store various rules relating to work on public holidays in the
work schedule rule, determined by the selection rules for day types.
Day types specifiy whether or not employees must work on public
holiday classes and whether they are paid for the work. Use a
reference date that falls on a Monday. The starting point detemines the
position (location) in the period work schedule at which the work
schedule starts.
n Several work schedule rules can be based on one period work
schedule. You can use a period work schedule for as many public
holiday calendars as required. When generating the work schedule, the
public holiday calendar stored in the work schedule rule is referenced.
n You choose October 16, 2000 (a Monday) as the reference date,
and 009 (9th day in the period work schedule) as the starting point. As
a result, the LATE shift is valid on October 18, and the individual days
before and after the 10th are applied (rolled) according to the period
work schedule.
n Note: You can use one period work schedule for different work
schedule rules in rotating shifts. To do so, you only have to reset the
starting point to one week ahead (starting point 001, 008, and so on).
Determining Workdays

When do employees have to work and when are they off?

Planned Hours

=0 =0
Off

(derived from public

Day Type
holiday class)

Work blank 1, 2, 3 ... Off

 SAP AG 1999
n Whether or not a day is a day off in the work schedule is based on
the following criteria:
Ÿ Planned hours
Ÿ Day type (derived from public holiday class)

First, the planned hours are queried in the daily work schedule. If this
is 0, then the day is a day off; if not, then the day type is checked. The
public holiday class is explicitly checked because the day type is
derived from the public holiday class in the corresponding selection
rules. In other words, the day type is always determined by the public
holiday class. If the day type is not equal to 0, then the day is a day off
Planned Working Time

Public holiday calendar

Employee
Personnel subarea groupings subgroup
grouping

IT 0001 Organizational Assignment

IT 0007 Planned Working Time

Public 2000 Work Employee subgroup grouping

Holiday schedule
rule
Public holiday calendar
Calendar Personnel subarea groupings
Work schedule rule
Daily Period
Work
work work schedules
schedule schedule

IT 2nnn Time Infotypes

 SAP AG 1999
Planned Working Time
Wk Mo Tu We Th Fr Sa Su
Planned Working Time (Infotype 0007) 01 02 03
HR master data Edit Goto Utilities Flex B Off Off
04 05 06 07 08 09 10
Flex Flex Flex Flex Flex B Off Off
Monthly work sch. rule
11 12 13 14 15 16 17
Work schedule rule Flex Flex Flex Flex Flex B Off Off
Work schedule rule FLEX 18 19 20 21 22 23 24
Time Mgmt status Flex Flex Flex Flex Flex B Off Off
Working week 25 26 27 28 29 30 31
Part-time employee Flex Flex Flex Flex Flex B Off Off

Working time
Employment percentage 100,00
Daily working hours 7,20
Default values of the
Weekly working hours 36,00 average no. of working
Monthly working hours 156,48 hours taken from the
Annual working hours work schedule
1879,20 R

Weekly workdays 5,00

 SAP AG
Connection between Planned Working Time and
Basic Pay
Planned Working Time (Infotype 0007) Basic Pay (Infotype 0008)
HR master data Edit Goto Utilities System Help HR master data Edit Goto Utilities System Help

Monthly work schedule

Work schedule rule
Work schedule rule FLEX Object ID
Time Mgmt status Capacity util. level 100,00
Part-time employee Work hours/period 156,48 monthly
Next increase
Annual salary
Working time
Employment percentage 100,00
Daily working hours 7,20
Weekly working hours 36,00
Monthly working hours 156,48
Annual working hours 1879,20 R

Weekly workdays 5,00

 SAP AG
Employee Subgroup Grouping for Personnel
Calculation Rule

Grouping for personnel Hourly Payment on hourly basis

calculation rule 1 wage accordingto personal work
earners schedule
Actual working hours
used asthe basis

Payment based on the

number of hours worked
per period taken from
infotype 0008 (Basic Pay)
Grouping for personnel Salaried
calculation rule 3 employees Basis is the average
working hours

 SAP AG 1999
Overview - Pay Scale Structure

Coll.Agrmnt

DEUTSCHE
xxxx
MARK
DEUTSCHE
MARK

11
12
1
10 2
9 3
8 4
7 6 5

 SAP AG 1999
Pay Scale Data Stored in Basic Pay

Basic Pay (infotype 0008)

Pay scale
Contract type 0 Basic contract Object ID
PS type 40 Retail Capacity util. level 100.00
PS area 01 CAB Co. Working hrs period 156.48 monthly
PS group K5 Level 01 Next increase K5
Reason Annual salary

Wage types PER I A Number Unit

1010 Standard pay 3.874,00 I
1030 Standard bonus (%) I

IndVal. 01.01.1997 - 31.12.9999 3.874,00 ++ Entry 1 of 2

 SAP AG 1999
Employee Subgroup Grouping for Collective
Agreement Provision
Pay scale groups for hourly wage
earners
Hourly wage
ESG grouping PS group Level Wage type Start End Amount
earner (1) for collective
agreement
provision

1 G01 10
1 G02 15
1 G03 20

Temporary
employees (1)

Pay scale groups for salaried

employees

Salaried ESG grouping

for collective
agreement
PS group Level Wage type Start End Amount

employees (3) provision

3 A01 1000
3 A02 2000
3 A03 3000

Trainees (3)

 SAP AG 1999
Define Pay Scale Type and Area

Pay scale type Pay scale area

 SAP AG 1999
Assign Pay Scale Type/Area to Personnel Subarea

Personnel subarea I Personnel subarea II

PS area I Retail Pay scale area II Metal

 SAP AG 1999
Default Pay Scale Data using Feature TARIF

Hourly wage Non-pay scale Salaried

earner employee employee
Coll.Agrmnt Coll.Agrmnt Coll.Agrmnt

Pay scale type: Pay scale type: Pay scale type:

Metal Inhouse Retail

PS area I PS area I PS area I

 SAP AG 1999
Pay Scale Groups and Levels

Entries for Country grouping

Pay scale type
Pay scale area
Continue

ESG grouping PS group Level Wage Start End Amount

for collective type
agreement
provision
1 G01 10
1 G02 20
3 A01 1000
3 A01 01 1500

 SAP AG 1999
Employees' Payments and Deductions

Additional Payments

Recurring Payments
and Deductions

Basic Pay

Wage types

Payroll
 SAP AG 1999
Setting Up Wage Types

Dialog characteristics
1st step
 How wage types behave when they are entered
into infotypes.
 Modifications required to meet customer specific
requirements.
Wage type valuation
2nd step
 Processing in payroll.
 Modifications required to meet customer specific
requirements.

Payroll
 Wage types are processed according to a set of rules
assigned to the wage type valuation.
 The Payroll Driver is told how to process the
wage type based on the characteristics assigned to it.

 SAP AG 1999
 In the Human Resources system you need wage types to pay
employees.

In the SAP system there are two main categories:

Primary or dialog wage types
Technical wage types
n Primary or dialog wage types are defined by each individual
company so that they can depict the company's specific payroll
requirements.
The SAP R/3 System contains examples of primary/dialog wage types
in a sample wage type catalog. For example MA10, standard pay.
These example wage types are called Model Wage Types
n The SAP R/3 System also contains technical wage types. These
can be identified easily as they have a "/" as the first character.
Wage type characteristics for technical wage types do not require any
additional maintenance as the system defines their value during payroll
processing.
Technical wage types are not included in an employee's master data
The Payment Structure's Dialog Characteristics in
the SAP System

 Personnel Management
List of wage types:
 Personnel Administration
 Standard pay and
 Payroll Data
bonus pay  Basic Pay (Example)
 Standard pay  Wage Types
 Non-pay scale
salary Creating a Wage Type Catalog
 Vacation allowance Check Wage Type Group 'Basic Pay'
 Christmas bonus
Check Wage Type Catalog
 Special payments
Employee Subgroups for Primary
Wage Type
Additional wage types Personnel Subareas for Primary
for the production plant Wage Type
in Hamburg Define Wage Type Permissiblity for
 Hourly wage and bonus each PS and ESG
 Bonus related to work Enterprise Structure for Wage
center Type Model
 Overtime 50% Revise Default Wage Types
 Clothing Define Valuation of Base Wage Types
allowance
Determine Indirect Valuation for
 Dirty work Positions/Work Centers
bonus
 SAP AG 1999
Overview - Dialog Characteristics

How? How often?

Direct/indirect Once/more
valuation? than once?

To whom? Where?
Industrial workers/ Basic pay/ EE
salaried EEs? remun. info.

Wage types

 SAP AG 1999
 Before an employee's pay can be calculated, wage types must be
created.
n Wage types have the following functions:
Ÿ Check permissibility of wage and salary types
Ÿ for each company code and personnel area
Ÿ for each employee group and subgroup
Ÿ for each infotype
Ÿ In infotypes that have wage types as subtypes, the time constraint
defines how often a wage type may exist at a certain point in time.
Ÿ The operation indicator controls whether a wage type is a payment or a
deduction.
Ÿ The input combination controls which of the fields must be filled when
you enter a wage type amount, number, unit of time/measurement.
A wage type can be valuated indirectly if you enter a module name,
module variant and a rounding indicator. The amount is then
automatically read from the corresponding tables and does not need to
be entered and stored in the Basic Pay infotype (0008)
Creating a Wage Type Catalog

Choose a maintenance method:

Copy - sample wage types to customer wage types
Delete - customer wage types
Completeness check - do they exist in wage type valuation?

Wage type group 0008 Basic Pay

Sample Customer
Wage type Wage type text Wage type Wage type text
MXXX Standard pay 1010 Standard pay customer
MYYY Standard bonus 1020 Bonus customer
MZZZ Standard bonus (%) 1030 Bonus (%) customer

Wage type characteristics

Wage type group Permissibility of wage types
Assignment of wage type to wage type text Wage type Wage type text
Wage type Wage type text Wage type Wage type text
MXXX Standard pay
MXXX Standard pay MYYY Standard bonus MXXX Standard pay
MYYY Standard bonus MZZZ Bonus (%) MYYY Standard bonus
MZZZ Bonus (%) 1010 Standard pay customer MZZZ Bonus (%)
1010 Standard pay customer 1020 Bonus customer 1010 Standard pay customer
1020 Bonus customer 1030 Bonus (%) customer 1020 Bonus customer
1030 Bonus (%) customer 1030 Bonus (%) customer

 SAP AG 1999
Using Wage Type Groups (Example)

Wage type group 0008 Basic Pay Wage type group 0210 EE renum. info

Assignment of wage type to wage type groups Assignment of wage type to wage type groups
Wage type Wage type text Wage type Wage type text
1010 Standard pay 2010 Overtime
1020 Standard bonus 2020 Overtime Sunday
. .
. .
. .
. .

Wage type valuation

Logical view for 01 Assignment to valuation 1 Wage type is included in valuation basis
processing classes basis

Create logical view for Valuation basis 01 Statement 2010 100

%
valuation basis wage type
remove 1st Derived wage type
Valuation basis 01 2020 % 50

2nd Derived wage type

%
Valuation basis

 SAP AG 1999
Defining Wage Type Permissibility for Infotypes

Basic Pay Membership Fees

(0008) (0057)

Recurring Payments/ Additional Payments

Deductions (0014) (0015)

Leave EE Remuneration
Compensation Info
(0083) (2010)

 SAP AG 1999
Wage Type Permissibility for Several Infotypes

Recurring Payments/
Deductions (0014)
Performance
bonus
Union Additional Payments
contribution (0015)

Membership Fees
(0057)

 SAP AG 1999
Input Frequency for Wage Types in Infotypes

Wage type can be entered once Wage type can be entered more
per payroll period than once per payroll period

Payroll period 01

Additional Payments
Car allowance Voluntary
(0015) special payments

Additional Payments Voluntary

(0015) special payments

 SAP AG 1999
Checking Wage Type Characteristics

Unit:
Validity - Hours
period? - Day
- %?

Payment or Indirect/
deduction ? direct
valuation?

Can amount be
Minimum/
overwritten?
maximum wage
type amount?

 SAP AG 1999
Employee Grouping for Primary Wage Types

Hourly wage
earners
Hourly wage

Hourly wage bonus

Temporary
personnel

Salaried
employees Standard pay

Standard pay bonus

Trainees

 SAP AG 1999
Personnel Subarea Groupings for Primary Wage
Types

Personnel subarea 1

Personnel subarea 2
Wage types X

Personnel subarea 3

Personnel subarea 4
Wage types Y

 SAP AG 1999
Wage Type Permissibility for each Personnel
Subarea and Employee Subgroup

Enterprise structure Personnel structure

Personnel subarea grouping for Employee subgroup grouping
primary wage type for primary wage type

Start date End date

Wage type MXXX Standard pay 01.01.1998 31.12.9999

Employee subgroup grouping

0 1 2 3 4 5 6 7 8 9 Position
Blank = not permissible
1 1
1 = permissible
2 = permissible
Personnel subarea
with warning
0 1 2 3 4 5 6 7 8 9 Position
1

 SAP AG 1999
Valuation of Wage Types

2000

Direct Indirect
The administrator manually The system automatically enters
enters the wage type amount the wage type amount in
in the infotype. the infotype.

Indirect valuation is not Indirect valuation is

one of the characteristics of one of the chacteristics of
these wage types. these wage types.

 SAP AG 1999
Module for Wage Type Characteristics
(Indirect Valuation)

Wage type characteristics

TARIF PRZNT ARBPL

Pay scale SUMME Valuation using

groups and
positions
levels
Basic wage
type valuation

0015 Additional Payments

Wage typexxx,xx I
0014 Recurring Payments
Wage typexxx,xx I
0008 Basic Pay
Wage type xxx.xx I

 SAP AG 1999
Define Default Wage Types

Feature
Define default wage types
LGMST

MOLGA Which country grouping ?

01 10 12

PERSG Which employee group ?

1 2

PERSK Which employee subgroup ?

Hourly Salaried employee

wage earner

Define default wage types for Basic Pay

Salaried employee 1010
Salaried employee 1020

 SAP AG 1999