Time Management Training Guide Time Managers Workplace

Chapter
3
Time Managers Workplace Transactions
Time Managers Workplace
Course Map
The course map will provide you with a high level overview of where you are at the beginning of every chapter.
Learner Guide
Time Managers Workplace Transactions Chapter 3 Page 1

The SAP Time Managers Workplace is a Time Management tool that provides an integrated user interface to maintain time data.
Overview

All time data can be entered, corrected, and completed on one screen Time administrators automatically see a list of the employees for whom they are responsible without making any selections manually. There are various views (such as the multi-day, multi-person, and one-day view) available for the Time Administrators to maintain this time data The actual screen layouts and scope of functions displayed in the Time Managers Workplace (TMW) has been customised to reflect Prasa relevant information
Learner Guide
TIME MANAGERS WORKPLACE SCREEN NAVIGATION

The purpose of this transaction is to access the Time Managers Workplace.
Overview
Ensure that the SAP Easy Access screen is displayed.

Menu Path
Select Human Resources Time Management Administration PTMW Time Managers Workplace OR Enter transaction code PTMW in the Command field and click on the Enter button.
Time Data Maintenance
The Time Data Maintenance Multi-day view screen is displayed.
Learner Guide
This screen is divided into the following 3 main areas:

1.
The Calendar Area for selecting the period in which time data maintenance must be done. The Employee Selection Area for selecting one or more assigned Employees whose time data must be displayed or maintained. The Time Data Maintenance Area to display the details of the selected Employee/s.
Take Note
2. 3.
Calendar Area
The Calendar Area
Overview
You can use the calendar in the Time Managers Workplace to select the time period for which you want to process or display time data. When you use the calendar, you can also enter data for the entire period at the same time.
Learner Guide
Term/Concept Date
Description The current month, current week date is normally selected with Todays date in bold. Click on the Scroll buttons to select the previous or future month.
Selecting a month Selecting a Date
Click on the Month Header the whole month.
to select
Click on a specific date or highlight a period to select it.
Employee Selection Area
The Employee Selection Area
Overview
The system displays only those Employees who are assigned to the profiles of the individual Time Administrators. A Time Administrator selects an Employee from the Employee list to maintain or display their time data. If required, and provided he or she has the required authorization, the time administrator can add more Employees and Employee groups to their Employee list.
Learner Guide
Term/Concept
Description The names of the Employees whose Time Data can be displayed/maintained are displayed in this area. These Employees are linked to a relevant Time Administrator in the Organisational Assignment (IT0001) Infotype. Double click on the name of another Employee, to display their Time Data in the Time Data Maintenance Area. The name of the Employee whose Time Data is displayed in the Time Data Maintenance Area is highlighted. Click on the top name, press and hold down SHIFT on the keyboard, click on the bottom name on the list and click on the button to copy the names of all the persons to the Time Data Maintenance Area. Click to select a specific date or highlight a period to select it. The names of the Employees assigned to the Line Manager or Time Administrator are displayed. Click on the Employee List button and select one of the following options to add additional Employees:

Employees
Selecting an Employee Selected Employee Selecting multiple Employees Selecting a Date
Persons in organisational units Selection via Time Administrators Maintain your own Employee lists Temporally add Employees Refresh Employee list
Learner Guide
Time Data Maintenance Area
The Time Data Maintenance Area
Learner Guide
Learner Guide
Overview
The Time Data Maintenance function was designed for Time Administrators to enter, correct, and complete time data for the Employees assigned to them.
Learner Guide
Term/Concept System Messages
Description The top row displays the relevant system messages.
Click on the Dropdown List button next to the Employee Data section to display:
Contact Persons Master Data Time Accounts
Employee Data
Employee Data
Click on the Expand or Collapse buttons to display or hide the Employee Data section. This section displays the relevant Master Data information of the selected Employee.
Master Data
This section displays the relevant Paid Leave Balances of the selected Employee. Paid Leave Balances
This section displays the Other Leave Balances of the selected Employee. Other Leave Balances
Learner Guide
Calendar Time Data
The Calendar Time Data view
Overview
The monthly calendar is a color graphic layout of one Employees time data over one calendar month or for an individually selected period of several weeks. It enables you to quickly classify an Employees several-day, whole-day, and partial-day time information for each day. The monthly calendar is particularly useful for entering and processing time data if you want a quick overview of an Employees time entries. As time entries are displayed in different colors, this view is an ideal initial view for Time Administrators to search for and quickly find a specific time entry.
Learner Guide
Term/Concept Time Data view
Description Time Data for the specified period can be displayed in a Calendar, Time Data or Time Events view. The Calendar view has the following Date display options:
A A A A
Daily view Weekly view Monthly view Yearly view
Calendar tab
The following maintenance options are used:

Create a new Time Record Delete an incorrect Time Record Display the details of a Time Record Copy a selected Time Record Cut a selected Time Record Paste a selected Time Record
Time Data Maintenance options
Select a date and click on a maintenance option to create a new time record or change an existing time event that is different to the planned working time. The Detail section is displayed where the relevant Time ID can be selected.
Learner Guide
Time Data
The Time Data view
Overview
In the Time Data page, you can administrate all Time Management infotypes that are supported by the Time Managers Workplace.
Learner Guide
Term/Concept Show/hide Weekday Date ID ID Text Start End Duration
Description Click on the Expand days view. button to expand or collapse a
Abbreviation of the day of the week. Relevant date. Time data ID code. Text relating to the ID code. Starting time. Ending time. Number of hours. All normal working times which display from the employees Planned Working Time Infotype (IT0007) will default in as unconfirmed (the box will be unchecked) The following maintenance options are used:
Confirm
Display the details of a Time Record Create a new Time Record Delete an incorrect Time Record Cut a selected Time Record Copy a selected Time Record
Time Data Maintenance options
Learner Guide
You are now able to:
Access and navigate in the Time Managers Workplace
Consolidation
Learner Guide
CREATE AN ABSENCE RECORD FOR AN EMPLOYEE

The purpose of this transaction is to maintain a selected Employees Absence Time Data.
Overview
Use Absences to record the following situations, for example:

Leave Doctors appointments Illness

Menu Path
The Time Data Maintenance Multi-day view (Employee) screen is displayed.
Learner Guide
Complete the following instructions:

Instruction
Button/Field Employee Selection Area Time Data Maintenance Area
Description Double click to select the relevant Employee. Highlight the row with the relevant Date or click on the date on the Calendar. Click on the Create button.
The Time Data Maintenance Multi-day view (Selected Employee) screen is displayed.
The Detail screen area opens for the selected date.

Take Note

Instruction
Button/Field ID
Description Click on the Possible Entries list of possible entries. button to display a
Learner Guide
ID dialog box
The ID dialog box is displayed.
Learner Guide

Instruction
Button/Field ID text
Description Click on the relevant Absence ID. Click on the Copy button.
The Time Data Maintenance Multi day view screen is displayed.
The defaulted date for the selected absence is one day. The end date can be changed if the selected absence is longer than one day.
Take Note
Learner Guide

Instruction
Button/Field Date
Description Change the Second Date if the relevant absence is longer than one day. Click on the Enter button to check and verify the entries.
The following tabs are displayed:
The Absence Times tab displays the Absence Type The Comment tab where comments with regards to the relevant absence, can be entered
Take Note

Instruction
Button/Field
Description Click on the Save button.
Learner Guide
Data was saved.

System Result

Consolidation
Create an absence record for an Employee in the Time Managers Workplace
CHANGE AN ABSENCE RECORD

The purpose of this transaction is to change an existing time record. The following changes can be made to an absence record:
Overview

Select another time ID Change the date of the record
Changes made to the record must be saved.

Menu Path
Learner Guide
Time Data Maintenance Multi-day view

Instruction
Button/Field Employee Selection Area Time Data Maintenance Area
Description Double click to select the relevant Person. Click to select the relevant Date with the Time Record that must be changed.
Learner Guide

Button/Field
Instruction
Description Click on the Select button to select the record.
Take Note
You can either click on the Detail button to open the Detail screen area to change the record, or you can use the method demonstrated below.

Instruction
Button/Field
Description
Learner Guide
Click on the Possible Entries button to display a list of possible entries.
ID
The ID screen is displayed.
Learner Guide

Instruction
Button/Field ID
Description Click on the relevant ID. Click on the Copy button.

Instruction
Button/Field
Description Click on the Enter button to update the fields. Click on the Save button.
Learner Guide
Data was saved.

System Result
Consolidation
Change an Absence record
Learner Guide
DELETE AN ABSENCE RECORD

Overview
The purpose of this transaction is to delete a Time record that was created in error. This transaction must be used with caution and only when a record is created in error. When a record is deleted, all history is lost.

Menu Path
Learner Guide

Instruction
Button/Field Employee Selection Area Calendar
Description Double click to select the relevant Employee. Click to select the relevant Date where the incorrect Time Record is located. Click on the Select button to select the relevant record.

Instruction
Button/Field
Description Click on the Delete button.
Learner Guide
The entry has been deleted

System Result

Instruction
Button/Field
Description Click on the Enter button to check and verify the entries. Click on the Save button.
Learner Guide
Data was saved.

System Result
Consolidation
Delete an Incorrect Absence record
Learner Guide
CREATE AN ATTENDANCE RECORD FOR AN EMPLOYEE - OVERTIME

Overview
The purpose of this transaction is to maintain a selected Employees Attendance Time Data where there is an exception, that is, there is a variation from the employees planned working time. Create Attendances to record the following situations, for example:
Overtime

Menu Path
The Time Data Maintenance Multi-day view (Employee) screen is displayed.

Instruction
Learner Guide
Button/Field Employee Selection Area Calendar
Description Double click to select the relevant Employee. Click on the relevant date on the Calendar. Click on the Expand button on the Time Maintenance Data Area.
The Time Data Maintenance Multi-day view (Selected Employee) screen is displayed.
The Detail screen area opens for the selected date.

Take Note Instruction

Button/Field Description Click on the Create button. ID Click on the Possible Entries list of possible entries. button to display a
Learner Guide
ID dialog box
The ID dialog box is displayed.

Instruction
Button/Field ID text
Description Click on the relevant Attendance ID. Click on the Copy button.
Learner Guide
Learner Guide

Instruction
Button/Field
Description Click on the Copy button.
The Attendance Times tab appears for entry of attendance hours.

Take Note

Instruction
Button/Field Start Time
Description Enter the Start and End times of the attendance Click on the Enter button to check and verify the entries.
Learner Guide
The attendance appears on the Time Data tab for that date:
Take Note

Instruction
Button/Field
Description Click on the Save button.
Learner Guide
Data was saved.

System Result

Consolidation
Create an attendance record for an Employee in the Time Managers Workplace
Learner Guide

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Chapter

Time Managers Workplace

Time Managers Workplace Transactions Chapter 3 Page 1

Time Managers Workplace

Time Managers Workplace

Time Managers Workplace Transactions Chapter 3 Page 2

Time Managers Workplace

TIME MANAGERS WORKPLACE SCREEN NAVIGATION

Ensure that the SAP Easy Access screen is displayed.

Time Data Maintenance

The Time Data Maintenance Multi-day view screen is displayed.

Time Managers Workplace Transactions Chapter 3 Page 3

Time Managers Workplace

This screen is divided into the following 3 main areas:

The Calendar Area

Time Managers Workplace Transactions Chapter 3 Page 4

Time Managers Workplace

Selecting a month Selecting a Date

Click on the Month Header the whole month.

Click on a specific date or highlight a period to select it.

Employee Selection Area

The Employee Selection Area

Time Managers Workplace Transactions Chapter 3 Page 5

Time Managers Workplace

Selecting an Employee Selected Employee Selecting multiple Employees Selecting a Date

Time Managers Workplace Transactions Chapter 3 Page 6

Time Managers Workplace

Time Data Maintenance Area

The Time Data Maintenance Area

Time Managers Workplace Transactions Chapter 3 Page 7

Time Managers Workplace

Time Managers Workplace Transactions Chapter 3 Page 8

Time Managers Workplace

Time Managers Workplace Transactions Chapter 3 Page 9

Time Managers Workplace

Term/Concept System Messages

Description The top row displays the relevant system messages.

Contact Persons Master Data Time Accounts

Time Managers Workplace Transactions Chapter 3 Page 10

Time Managers Workplace

Calendar Time Data

The Calendar Time Data view

Time Managers Workplace Transactions Chapter 3 Page 11

Time Managers Workplace

Term/Concept Time Data view

Daily view Weekly view Monthly view Yearly view

The following maintenance options are used:

Time Data Maintenance options

Time Managers Workplace Transactions Chapter 3 Page 12

Time Managers Workplace

The Time Data view

Time Managers Workplace Transactions Chapter 3 Page 13

Time Managers Workplace

Term/Concept Show/hide Weekday Date ID ID Text Start End Duration

Description Click on the Expand days view. button to expand or collapse a

Time Data Maintenance options

Time Managers Workplace Transactions Chapter 3 Page 14

Time Managers Workplace

You are now able to:

Access and navigate in the Time Managers Workplace