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Personnel Administration: SAP India Consulting

The document discusses SAP HCM package service for personnel administration. It covers topics like enterprise structure, personnel structure, infotypes, actions, and reports. The goal is to impart knowledge on basic concepts and configuration of personnel administration.

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Manjunath HS
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0% found this document useful (0 votes)
46 views

Personnel Administration: SAP India Consulting

The document discusses SAP HCM package service for personnel administration. It covers topics like enterprise structure, personnel structure, infotypes, actions, and reports. The goal is to impart knowledge on basic concepts and configuration of personnel administration.

Uploaded by

Manjunath HS
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 33

SAP HCM Package Service

Personnel Administration

SAP India Consulting

confidential
Agenda

1. Structure in Human Resources


2. Enterprise Structure
3. Personnel Structure
4. Infotypes
5. Infogroups / Actions
6. Infotype Menu
7. Dynamic Actions
8. Developments
9. Reports
10.Exercises

© SAP 2008 / Page 2 confidential


Course Objective

◼To impart knowledge on the basic terms and familiarizing with


Personnel Administration.

◼To learn configuration on the concepts of Personnel


Administration.

◼To handle Personnel Administration independently in Projects

© SAP 2008 / Page 3 confidential


Why Structure is Required?

The enterprise and personnel structures subdivide organizations and employees


according to factors relevant to time management and payroll. These structures
are stored in Customizing.
© SAP 2008 / Page 4 confidential
Enterprise Structure Elements

© SAP 2008 / Page 5 confidential


PA-PSA Design

© SAP 2008 / Page 6 confidential


Personnel Structure Elements

© SAP 2008 / Page 7 confidential


EG-ESG Design

© SAP 2008 / Page 8 confidential


Structure in Human Resources

1. Enterprise Structure
containing company code

2. Personnel Structure
containing personnel
area, personnel sub area

3. Organization Structure
containing organization
units, jobs and positions

© SAP 2008 / Page 9 confidential


Infotypes

Infotypes

Org. Assignment Basic Pay

Person
etc.

Birth
certificate

Personal Data Address Planned Working Time

Infotypes: logical groupings of data fields

 SAP AG 1999

© SAP 2008 / Page 10 confidential


List of Infotypes

© SAP 2008 / Page 11 confidential


Subtypes

Further sub-divisions of an infotype are called subtypes. Subtypes are of


two-digit keys.

For Example:
Infotype 0006 (Address) has the
following subtypes
01 Present Address
02 Permanent Address
03 Emergency Address

© SAP 2008 / Page 12 confidential


The Need for Maintaining Infotypes
Maintaining Employee Data

Change of address

Pay increase

Work schedule
Early
Normal
Late

New working time

Change of employee subgroup New PS group

 SAP AG 1999

Generating Histories

Jan. 01.00 Jul. 01.00 Dec. 31.9999

Standard salary 5000,-


Infotype Basic Pay

Create Standard salary 5500,-


5500,-

Standard salary 5000,- Standard salary 5500,-


5500,-

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

 SAP AG 1999

© SAP 2008 / Page 13 confidential


Actions in Employee life cycle

Storing Data For Specific Dates

Hiring Reassignment Promotion

Transfer Promotion

Feb.01.1997 Mar.01.1998 Jul.01.2000


Jan.01.1998 Jan.01.1999

 SAP AG 1999

© SAP 2008 / Page 14 confidential


List of Personnel Actions

© SAP 2008 / Page 15 confidential


Personnel Actions –PA40

© SAP 2008 / Page 16 confidential


Personnel Actions – Sequence of Infotypes

Personnel Actions Hiring Action

Planned Working Time Select personnel action


Enter data and save
Org. Assignment
infotype
Org. Assignment

Personal Data
Actions

Actions
Personalmaßnahmen
Personnel Actions

Personnel Actions
Personnel number 12345678
Hiring Personnel number 12345678
Org. Wechsel
Reassignment Hiring
Org. reassign.
Sequence of infotypes to
show a personnel activity
 SAP AG 1999  SAP AG 1999

© SAP 2008 / Page 17 confidential


Infotype Menu – PA30

© SAP 2008 / Page 18 confidential


Employee Master- Organizational Data

➢ Infotypes maintained in
Organizational Data

© SAP 2008 / Page 19 confidential


Employee Master- Personal Data

➢ Infotypes maintained in
Personal Data

© SAP 2008 / Page 20 confidential


Employee Master- Time Data

Infotype No. Infotype Text

0007 Planned working time

➢ Infotypes maintained in
0416 Leave Encashment
Time Data
2001 Absence

2002 Attendance

2003 Substitution

2006 Absence quota

2007 Attendance quota

2013 Quota Correction


© SAP 2008 / Page 21 confidential
Employee Master- Payroll Data

Infotype No Infotype Text


0008 Basic pay
0014 Recurr.payments.ded
0015 Additional Payments
0045 Loans
0078 Loan Disbursements
➢ Infotypes maintained in
0185 Personal-IDsGratuity , PAN
Payroll Data
0267 Off Cycle Payments
0580 Previous Employer Pay Details
0581 Housing Details
0582 Exemptions
0583 Conveyance
0584 Other Income
0585 Sec 80 Invsts
0586 Sec 88 Invsts
0587 PF Trust Details
0588 P Tax, LWF, ESI
0589 Individual Re-Imbursements
© SAP 2008 / Page 22 0590 Long Term Re-Imbursements confidential
Dynamic Action

Dynamic Actions

If you make an entry in the


No. of children field and you
save this entry, the system Create Family/Related Person
automatically displays the Org Structure

Family/Related Person
Personnel No. 77
infotype for you to maintain
From 01. 01. 1999 to 31.12. 9999

Family / related person

Family member Child

Create Personal Data

Comm. Language English


Mar. status Marr.
Since
No. child. 1

 SAP AG 1999

© SAP 2008 / Page 23 confidential


Integration

Integration - Personnel Administration and Planning

Job Personnel
Organizational Administration
Is described
Management by
Employee group
Position
Org. unit Employee subgroup

occupies

Person
belongs to
Cost center Personnel area
assignment
Personnel subarea
Cost center

Default value

 SAP AG 1999 Fixed assignment

© SAP 2008 / Page 24 confidential


Developments

© SAP 2008 / Page 25 confidential


Reports

© SAP 2008 / Page 26 confidential


Exercises

Exercise Objectives
◼ After completing this exercise, you will be able to:
◼ Able to configure/maintain Enterprise Personnel and Organizational
Structure
◼ Create Number ranges
◼ Configure/maintain Infotype menu and Actions
◼ Activate Integration switches
◼ Run Employee reports

Business Example
◼ New Hiring promotion and Separation for one or more number of Employees
of the company. Employee’s data is modified. These changes must be
reflected in the Human Resources system.

© SAP 2008 / Page 27 confidential


Exercises

Task 1

Create Personnel Areas

IMG Path: Enterprise Structure→ Definition→ Human Resources Management→


Personnel Area

Task 2

Create Personnel Sub Areas

IMG Path: Enterprise Structure→ Definition→ Human Resources Management→


Personnel Sub Areas

Task 3

Create Employee Group

IMG Path: Enterprise Structure→ Definition→ Human Resources Management→


Employee Group

© SAP 2008 / Page 28 confidential


Exercises

Task 4

◼ Create Employee Sub Group

IMG Path: Enterprise Structure→ Definition→ Human Resources Management→


Employee Sub Group

© SAP 2008 / Page 29 confidential


Exercises

Task 5
Personnel Areas To Company code (Assignment)

IMG Path: Enterprise Structure→ Assignment→ Human Resources Management→ Assignment of Personnel Area to
Company Code

Task 6
Employee Group To Employee Sub Group (Assignment)

IMG Path: Enterprise Structure→ Assignment→ Human Resources Management→ Assignment of employee sub group to
employee group

Task 7
Maintain Number ranges for Personnel Numbers

IMG Path: Personnel Management →Personnel Administration→ Basic Settings → Maintain number range intervals for
Personnel Numbers

Task 8
Define Defaults for Number ranges

IMG Path: Personnel Management →Personnel Administration→ Basic Settings → Determine defaults for number ranges

© SAP 2008 / Page 30 confidential


Exercise-Actions

Task 9
Actions
IMG Path: Personnel Management→Personnel Administration→ Customizing
Procedures→Actions→Define Infogroups

IMG Path: Personnel Management→Personnel Administration→ Customizing


Procedures→Actions→Define Infogroups→Setup personnel actions→Personnel Action Types

IMG Path: Personnel Management→Personnel Administration→ Customizing


Procedures→Actions→Create reasons for personnel actions

Steps

© SAP 2008 / Page 31 confidential


Exercise -Infotype Menu
Task 10
Infotype Menu

IMG Path: Personnel Management→Personnel Administration→ Customising


Procedures→Infotype Menus→Infotype Menus→ User Group Dependency on Menus and
Infogroups

IMG Path: Personnel Management→Personnel Administration→ Customising


Procedures→Infotype Menus→Determine choice of Infotype menus→Infotype Menus

Steps

© SAP 2008 / Page 32 confidential


Thank you!

© SAP 2008 / Page 33 confidential

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