Personnel Management

Contents:
Maintaining Employee Data
Hiring Employees

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Personnel Management: Unit Objectives

At the conclusion of this unit, you will be able to:

Maintain employee data

Hire employees

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Maintaining Employee Data: Topic Objectives

At the conclusion of this topic, you will be able to:

Display and maintain employee data infotypes
Show events in employees employment history

using personnel actions

Maintain employee data using fast entry

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Employee Life Cycle

Birth Separation

Work

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Taxes

Employee Record
Medical Record

Personal Data

Grievances
Organisational
Assignment

Performance
Appraisal

Family Details

Employee
Record

Deadlines
Contracts

Education
Skills

Mail id
Leave Entitlement

Working Hours
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Previous Employment

Salary Details

Personnel Administration User Role

SAP Easy Access

Favorites
Activity group SAP_HR_ADMINCLERK_PA
Personnel Administration
HR Master Data
Personnel Actions
Maintain Master Data
Display Master Data
Personnel File
Fast Entry
Fast Entry - Actions
Qualification Profile
Organizational Data
Info System

Tools

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Maintaining Employee Data

Change of address

Pay increase
Work schedule
Early
Normal
Late

New working time

Change of employee subgroup

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New PS group

Infotypes

Org. Assignment

Basic Pay
Person
Person

etc.

Address

Planned Working Time

Birth
certificate

Personal Data

Infotypes: logical groupings of data fields

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Search Help (1)

and your
personnel
number ?

I, Barbara
Myers, have
...

Personnel number

Personnel
office

Search Help
You can access data records using the search help
function, even if you do not have all the necessary data.
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Search Help (2)

Maintain HR Master Data
Search Area

Work Area

Locate objects

Display / maintain

Personnel number
Hit List
Last name

Choice of Search Help

First name

Maher
James
Maier
Lisa
Selection
Area
Mayer
Eric
4
Select objects

ID Personal ID Number 2
Last name - First name
Organizational
Assignment

Restrict Value Range

Last name

M++er

First name

3
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Selecting Infotypes Using Tab Strips

Maintain HR Master Data

Personnel No.

1001

Name

Michaela Maier

EE Group
EE Subgroup

1
X0

Active employee

Pers area

1300

Salaried staff

Cost center

2100

Basic personal data

Basic contract data

Actions

Gross/net payroll

Net payroll

Period

Organizational assignment

Period

Personal Data

Fr.

To

Addresses

Today

Curr.week

Bank Details

All

Current month

Family/Related Person

From curr.date

Last week

Challenge

To current date

Last month

Internal Medical Service

Curr.period

Current year

Maternity Protection/Parental Leave

Military Service
Direct selection

Frankfurt

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Choose

Dynamic Infotype List

Maintain HR Master Data

Maintain HR Master Data

Personnel No.

1001

Personnel No.

1001

Name

Michaela Maier

Name

Michaela Maier

EE Group
EE Subgroup

1
X0

Active employee

Pers are

EE Group

Salaried staff

Cost ce

EE Subgroup

Basic personal data

Basic contract data

1
X0

Active employee

Pers are

Salaried staff

Cost ce

Basic personal data

Basic contract data

Actions

Planned Working Time

Organizational assignment

Workers Compensation

Personal Data

Works Councils

Addresses

Personal Dat for Work HU

Bank Details

Substitutions: Indiv Working Times

Family/Related Person

Personal Work Schedule Times

Challenge
Internal Medical Service

Work
infotypes

Maternity Protection/Parental Leave

Military Service
Direct selection

Infotype
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Direct selection
WORK

Infotype

WORK

Selection Using Infotype Number

Maintain HR Master Data
Personnel No.

Maintain HR Master Data

4599200

EE Group

Personnel No.

1001

Name

Michaela Maier

EE Subgroup

X1

From

01.01.1998

Payment type
EE Group

Active employee

Pers are

Salaried staff

Cost ce

Active employee

Pers. area

Hourly wage earn...

to

31.12.1998

Basic contract

Reason
EE Subgroup

X0

Basic personal data

Basic contract data

Organizational assignment
Personal Data
Contract Elements

Pay scale
Type

01

International

Area

01

International

Group

E01

Level

Internal Data
Leave Entitlement
Planned Working Time
Time Recording info

Wage type name

M000

Hourly rate

Travel Privileges

Infotype 0008
Direct selection

Infotype
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Amount

Subtypes
Maintain HR Master Data

Create Family/Related Person

Personnel No.

Personnel No.

4599200

Name

Vera Sorokin

EE Group
EE Subgroup

EE Group
EE Subgroup

Active employee

Active employee

X0

X0

Hourly wage ea..

Name

Vera Sorokin

Pers area

CABB

Hourly wager earn.

To

31.12.9999

Pers area
Family / related person

Basic contract data

Family member

Child

Last name

Sorokin

Birth name

First name

Initials

Organizational assignment

Other title

Name format

Personal Data

Name prefix

Name prefix

Addresses

Gender

Bank Details

Date of Birth

Actions

Family/Related Person

Female

Internal Medical Service

City of birth

Maternity Protection/Parental Leave

Nationality

Infotype 0021
Subtype 2

Military Service
Direct selection
Sty

Styp
1
2
10
11
12

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Male

Birthplace

Challenge

From

Basic personal data

1001

Name
Spouse
Child
Divorced spouse
Father
Mother

2nd/3rd na

Caliber A

Maintaining Infotypes: Overview

Change Organizational Assignment

Fast Entry

Org Structure

with proposal

Single
SingleScreen
Screen
11Infotype
Infotype
11Personnel
Personnelnumber
number

Org Structure
Create Bank
Details
Org Structure
Create Addresses
Create Planned
Working Time
Org Structure
Org Structure
Create Actions
Org Structure

Sequence
SequenceofofInfotypes
Infotypes
11Personnel
number
Personnel number
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Fast
FastEntry
Entry

11Infotype
Infotype
Multiple
MultiplePersonnel
Personnel
Numbers
Numbers

Create Personal Data

Personnel
PersonnelActions
Actions

Recur. Payments/Ded
Additional Payments
Fiscal Data D
Child Allowance D

Storing Data For Specific Dates

Hiring

Promotion

Transfer

Feb.01.1997

Mar.01.1998
Jan.01.1998

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Promotion

Reassignment

Jul.01.2000
Jan.01.1999

Maintaining Infotypes

s
d
r
o
c
e
r
w
e
N

Create
New infotype record
Blank entry screen
Fill required fields
History

Copy
New infotype record
Screen from previous record
Modify fields
Overwrite start date

History
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g
n
i
g
n
Cha ecords
r
g
n
i
t
exis

Change (= correct)
Correct errors
Enter missing data in fields
No history

Delimit
Enter end date for
current record

History

Delete
Remove infotype from
database
No history

Generating Histories

Jan. 01.00

Jul. 01.00

Dec. 31.9999

Infotype Basic Pay

Infotype

Standard salary 5000,-

Create

Standard salary 5000,-

Standard salary 5500,-

Standard salary 5500,-

Warning: Record valid from Jan. 01.2000 to Dec. 31.9999 is delimited

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Editing Infotypes

Save
Delete mode

Previous record/Next record

Overview / List
Lock/Unlock

Delimit
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Personnel Actions
Planned Working Time

Org. Assignment

Actions

Personalmanahmen
Personnel Actions
Personnel number 12345678
Hiring
Org. Reassignment
Wechsel

Sequence of infotypes to
show a personnel activity
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Additional Actions

Hourly-paid worker

Salaried employee

1. Change of EE subgroup

Simultaneously

Actions (Infotype 0000)

Personnel action
Action type

02 Org.reassignment

Employee subgroup X0
..
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Action type
Reason for action

Organizational Assignment

Additional Actions (Infotype 0302)

Personnel action

Reason for action

Employee group

2. Change in Pay

16 Change in pay

Displaying an Additional Action in IT 0000

Actions (Infotype 0000)
Personnel action
Action type
..

02
..

Status
..
Employment

Org.reassignment

active

Organizational assignment
Position
..

..

Additional actions
Start date

Action

10.01.98

02

Org.reassignment

10.01.98

16

Change in pay

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Action type

ActR.

Reason f. action

Dynamic Actions

If you make an entry in the

No. of children field and you
save this entry, the system
automatically displays the
Family/Related Person
infotype for you to maintain

Create Family/Related Person

Org Structure
Personnel No.
From

77
01. 01. 1999

Family / related person

Family member

Create Personal Data

Comm. Language

English

Mar. status

Marr.

Since

No. child.

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Child

to

31.12. 9999

Correcting Actions: Example (Entry)

Change Actions
From

__/__/____

31.12.9999

Organizational Assignment

Position
Personnel area
Employee group
Employee subgroup
Change in start
date

Save

Start date of
existing records
is postponed
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Change in org.
assignment

Execute infogroup

Access the hiring

action

Fast Entry
Preselect
Preselectusing
using
report:
List
report: List

Fast Entry
with proposal

Fast Entry

Create
Createwith
with
default
default

Personnel no. selection

with proposal

Personnel number
45001
45499 Additional
459928

Personnel no. selection

Recur. Payments/Ded
Additional Payments
Fiscal Data D
Child Allowance D

Payments

Date of origin

23.07.1999

Derived from
Payroll area
Accounting per

Direct
master data
change

Batch
input
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Country grouping

99

Wage type model

99

Wag
CM03

Save

Wage type text

Amount

Create Additional Payments

Other pers. pos

Next
Next
screen
screen

300.00

Personnel number

Amount

00045001 Lutzel Josef

CM03

300.00

00045499 Santos Miguela

CM03

300.00

04599280 Sorokin Vera

CM03

300.00

Personnel File
Display all
infotypes for a
personnel number

Additional infotypes. . .

Org. Assignment

Actions

Personnel File

Personnel number 4711

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Hiring an Employee: Objectives

At the conclusion of this topic, you will be able to:

Hire a new employee.

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Hiring an Employee

Org. Assignment

Salary Data

Hiring

etc.
Birth
certificate

Shift Schedule
Early
Normal
Late

Personal Data/
Addresses
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Shift Data

Hiring Action
Select personnel action
Enter data and save
infotype

Org. Assignment

Personal Data

Actions

Personnel Actions
Personnel number 12345678
Hiring

Org. reassign.

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Entry Screens for Hiring

When you hire an employee, you must enter data in the

following infotypes:
Actions (0000)
Organizational Assignment (0001)
Personal Data (0002)
Addresses (0006)

North
America

Europe

Planned Working Time (0007)

Asia

Basic Pay (0008)

Bank Details (0009)
Absence Quotas (2006)
Country-Specific Infotypes

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Latin
America
Africa

Australia

Hiring: Initial Screen

Access via Personnel Actions
Personnel Actions

Internal number assignment

Personnel No.

77

External number assignment

From

Action type
Hiring
Organizational reassignment
Transfer (EDP) - active
Transfer (EDP) - active
Transfer (EDP) - active
Change in pay
Early retirement
Leaving

Time recording (mini master)

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Person

EE group

EE Sub...

Actions
Create Actions
Change info group
Personnel No.

78

From

23.07.1999

To

31.12. 9999

Personnel action
Action type

Hiring

Reason for action

Reference pers. no.

Status
Customer-defined
Employment

Active

Special payment

Standard wage type

Organizational assignment

Position
Personnel area

CABB

Employee group

Employee subgroup

X1

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Personal Data

Infotype

Edit

Goto

Extras

System

Help

Personal Data

Family/Related Person

Spouse
or
Child
Last name
First name
married
1 child

Date of birth
Nationality
Marital status
No. of children

etc.
etc.
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Organizational Assignment
Create Organizational Assignment
Org.Structure
Personnel No.

78

From

23.07.1999

To

31.12.9999

Enterprise structure
CoCode

CABB Calicer A

Pers Area

CABB Calicer A

Cost ctr

Subarea

0001

Bus.area

9900

X0

Personnel structure
EE Group

Payroll area

EE Subgroup

X1

EE Subgroup

Organization plan

Administration
100.00

Position

50000029

Personnel

Job key

Time

Org. unit

Payroll

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Assignment

Group

Percentage

Org. key

HR-X: Monthly

Supervisor

CABB

Planned Working Time

Create Planned Working Time
Work schedule
Personnel No.

1001

Name

Kerry Kelley

EE Group

Per area

CABB Caliber A

EE Subgroup

X1 Hourly wage earn.

From

23. 07.1999

Active employee

To

Type of work
schedule

31.12.9999

Work schedule rule

Work schedule rule

NORM

Time Mgmt. status

No time eval

Working week
Part-time employee

Employment percent

100.00

Daily working hours

7.50

Default value for the

average working hrs.,
taken from the work
Dyn. Daily work schedule
Min.
Max.
schedule
rule

Weekly working hours

37.50

Min.

Max.

Monthly working hours

163.00

Min.

Max.

Annual working hours

1957.50

Min.

Max.

Weekly workdays

5.00

Working time

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Basic Pay
Create Basic Pay
Wage type
Personnel No.

78

EE Group

EE Subgroup

X1 Hourly wage earn.

From

23.07.1999

Payment type

Active employee
To

Payments and deductions

Name

Kerry Kelley

Per area

CABB Caliber A

31. 12. 9999

Basic contract

Object ID

Reason

Next increase

Pay scale

Further information

Type

01 International

Capacity utilization level

100.00

Area

01 International

Work hours/period

163.00

Monthly

Group

E01

Ann. Salary

W.
Wage Type name.
M000 Hourly rate
M220 Bonus by percentage

Wage type

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Level
O

Amount

STD
UNI

Curr..
13.60 UNI
UNI

I A Number
I

Unit
30

Bank Details
Create Bank Details

Personnel No.

4599200

Name

Vera Sorokin

EE Group

Per area

CABB Caliber A

EE Subgroup

X1 Hourly wage earn.

Active employee

From

To

31.12. 9999

Bank details
Bank details type
Payee

Vera Sorokin

Postal code/City

61905

Bank country

Germany

Bank key
Bank account
Payment method

U Uberweisung

Purpose
Currency
Standard value

Standard percentage

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DEM

SAPBerg

Absence Quotas

Create Absence Quotas

Personal work schedule
Personnel No.

4599200

EE Group

CABB

EE Subgroup

X1

From

02.06.2000

To

Default values

Activity allocation

Name

Vera Sorokin

WS rule

NORM

02. 07. 2000

Absence quota
Category
Time
Quota number
Deduction
Deduction from

Deduction to

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09 Leave
15
0.00000

Days
Neg. deduction to

0.00000

Cost assignment

External services

Restarting a Personnel Action

Org. Assignment

Personal Data

Execute infogroup

Actions

Personalmanahmen
Personnel Actions
Personnel
number 12345678
Personalnummer
12345678

Hiring
Einstellung
Org.
reassign.
Org. Wechsel

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Personnel Management: Unit Summary

You are now able to:

Maintain and view employee data

Hire a new employee

SAP AG 1999