SAP Implementation Project Configuration Document SAP Human Capital Management Time Management By Irshad Rather Table of Contents SECTION 1 - WORK SCHEDULE 1.1 1.2 General Information ...................................................................... Error! Bookmark not defined. Work schedule ............................................................................... Error! Bookmark not defined. 1.2.1 1.2.2 1.2.3 1.3 Purpose .......................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Remarks ......................................... Error! Bookmark not defined. Define Public Holiday Classes......................................................... Error! Bookmark not defined. 1.3.1 1.3.2 1.3.3 1.3.4 1.4 Error! Bookmark not defined. Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Personnel Subarea Groupings ........................................................ Error! Bookmark not defined. 1.4.1 1.4.2 1.4.3 Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. 1.5 Group Personnel Subarea for the Daily Work Schedule ................ Error! Bookmark not defined. 1.5.1 1.5.2 1.5.3 1.5.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! SECTION 2 - DAILY WORK SCHEDULE 2.1 2.2 not not not not defined. defined. defined. defined. Error! Bookmark not defined. General Information ...................................................................... Error! Bookmark not defined. Define Break Schedule ................................................................... Error! Bookmark not defined. 2.2.1 2.2.2 2.2.3 2.2.4 2.3 Bookmark Bookmark Bookmark Bookmark Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Define Daily Work Schedules ......................................................... Error! Bookmark not defined. 2.3.1 2.3.2 2.3.3 2.3.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. S E C T I O N 3 - P E R I O D W O R K S C H E D U L E Error! Bookmark not defined. 3.1 3.2 General Information ...................................................................... Error! Bookmark not defined. Define Period Work Schedule ........................................................ Error! Bookmark not defined. 3.2.1 3.2.2 3.2.3 3.2.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. SECTION 4 - WORK SCHEDULE RULES AND W O R K S C H E D U L E S Error! Bookmark not defined. 4.1 4.2 General Information ...................................................................... Error! Bookmark not defined. Define Employee Sub group Groupings ......................................... Error! Bookmark not defined. 4.2.1 4.2.2 4.2.3 4.3 Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Define Groupings for the Public Holiday Calendar ........................ Error! Bookmark not defined. 4.3.1 4.3.2 4.3.3 4.3.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. 4.4 Set Work Schedule Rules and Work Schedules ............................. Error! Bookmark not defined. 4.4.1 4.4.2 4.4.3 4.5 Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Generate Work Schedule Manually ............................................... Error! Bookmark not defined. 4.5.1 4.5.2 4.5.3 4.5.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. S E C T I O N 5 - P L A N N E D W O R K I N G T I M E Error! Bookmark not defined. 5.2 Set Default Values for the Work Schedule..................................... Error! Bookmark not defined. 5.2.1 5.2.2 5.2.3 5.2.4 5.3 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Set Default Value for Time Management Status ........................... Error! Bookmark not defined. 5.3.1 5.3.2 5.3.3 5.3.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. SECTION 6 - TIME DATA RECORDING AND ADMINISTRATION Error! Bookmark not defined. 6.1 6.2 General Information ...................................................................... Error! Bookmark not defined. Absence Catalog ............................................................................. Error! Bookmark not defined. 6.2.1 6.2.2 6.3 Group Personnel Subareas for Attendances and Absences........... Error! Bookmark not defined. 6.3.1 6.3.2 6.3.3 6.3.4 6.4 Purpose .......................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Define Absence Types .................................................................... Error! Bookmark not defined. 6.4.1 6.4.2 6.4.3 6.4.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. 6.5 Determine Entry Screens and Time Constraint Classes ................. Error! Bookmark not defined. 6.5.1 6.5.2 6.5.3 6.5.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! SECTION 7 - Substitutions 7.1. 7.2. Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Error! Bookmark not defined. General Information .................................................................. Error! Bookmark not defined. Substitution ................................................................................ Error! Bookmark not defined. 7.2.1 7.2.2 7.3. Purpose .......................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Define Personnel Sub areas for Substitution types ................... Error! Bookmark not defined. 7.3.1 7.3.2 7.3.3 7.3.4 7.4. Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Define Substitution Types .......................................................... Error! Bookmark not defined. 7.4.1 7.4.2 7.4.3 7.5. Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Set Defaults for Substitution Types ........................................... Error! Bookmark not defined. 7.5.1 7.5.2 7.5.3 Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. S E C T I O N 8 - A B S E N C E C O U N T I N G Error! Bookmark not defined. 8.1. 8.2. General Information .................................................................. Error! Bookmark not defined. Define Counting Classes for the Period Work Schedules........... Error! Bookmark not defined. 8.2.1 8.2.2 8.2.3 8.2.4 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark SECTION 9 - RULES FOR ABSENCE COUNTING (NEW) Bookmark not defined. 9.1 9.2 not not not not defined. defined. defined. defined. Error! General Information ...................................................................... Error! Bookmark not defined. Group Employee Subgroups for Time Quotas ............................... Error! Bookmark not defined. 9.2.1 9.2.2 Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. 9.2.3 9.3 Screen shot .................................... Error! Bookmark not defined. Group Personnel subareas for Time Quotas .................................. Error! Bookmark not defined. 9.3.1 9.3.2 9.3.3 9.4 Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. Define Rules for Rounding Counted Absences .............................. Error! Bookmark not defined. 9.4.1 9.4.2 9.4.3 9.4.4 9.5 Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! not not not not Purpose .......................................... Error! Description ..................................... Error! Screen shot .................................... Error! Remarks ......................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not Purpose .......................................... Error! Bookmark not defined. Description ..................................... Error! Bookmark not defined. Screen shot .................................... Error! Bookmark not defined. SECTION 10 - SETTING GROUPINGS FOR TIME QUOTAS Bookmark not defined. Error! General Information .................................................................. Error! Bookmark not defined. Group Employee Subgroups for Time Quotas ........................... Error! Bookmark not defined. 10.2.1 10.2.2 10.2.3 10.3 defined. defined. defined. defined. Assign Counting Rule to Absence Type .......................................... Error! Bookmark not defined. 9.6.1 9.6.2 9.6.3 10.1 10.2 defined. defined. defined. defined. Define Counting Rules .................................................................... Error! Bookmark not defined. 9.5.1 9.5.2 9.5.3 9.5.4 9.6 Bookmark Bookmark Bookmark Bookmark Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. Group Personnel Subareas for Time quotas .............................. Error! Bookmark not defined. 10.3.1 10.3.2 10.3.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. S E C T I O N 1 1 - T I M E Q U O T A T Y P E S Error! Bookmark not defined. 11.1 11.2 General Information .................................................................. Error! Bookmark not defined. Define Absence Quota Types ..................................................... Error! Bookmark not defined. 11.2.1 11.2.2 11.2.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. S E C T I O N 1 2 - A U T O M A T I C A C C R U A L O F A B S E N C E Q U O T A S Error! Bookmark not defined. 12.1 12.2 General Information .................................................................. Error! Bookmark not defined. Permit generation of Quotas in Time Evaluation....................... Error! Bookmark not defined. 12.2.1 12.2.2 12.2.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. S E C T I O N 1 3 - R U L E S F O R G E N E R A T I N G A B S E N C E Q U O T A S Error! Bookmark not defined. 13.1 13.2 General Information .................................................................. Error! Bookmark not defined. Specify Rule Groups for Quota Type Selection .......................... Error! Bookmark not defined. 13.2.1 13.2.2 13.2.3 13.3 Set Base Entitlement .................................................................. Error! Bookmark not defined. 13.3.1 13.3.2 13.3.3 13.4 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. Determine validity and deduction Periods ................................ Error! Bookmark not defined. 13.4.1 13.4.2 13.4.3 13.4.4 13.5 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. Purpose ....................................... Error! Description .................................. Error! Screen shot ................................. Error! Remarks ...................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Define Generation Rules for Quota Type Selection ................... Error! Bookmark not defined. 13.5.1 13.5.2 13.5.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. SECTION 14 - QUOTA DEDUCTION USING A T T E N D A N C E / A B S E N C E Error! Bookmark not defined. 14.1 14.2 General Information .................................................................. Error! Bookmark not defined. Define deduction rules for Absence and Attendance Quotas ... Error! Bookmark not defined. 14.2.1 14.2.2 14.2.3 14.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. Assign Deduction Rule to Counting Rule.................................... Error! Bookmark not defined. 14.3.1 Purpose ....................................... Error! Bookmark not defined. 14.3.2 14.3.3 Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. SECTION 15 - REACTIONS TO OVERLAPPING Error! Bookmark not defined. 15.1 15.2 General Information .................................................................. Error! Bookmark not defined. Specify system reaction to overlapping Time Infotype ............. Error! Bookmark not defined. 15.2.1 15.2.2 15.2.3 15.2.4 Purpose ....................................... Error! Description .................................. Error! Screen shot ................................. Error! Remarks ...................................... Error! SECTION 16 - TIME EVALUATION 16.1 16.2 TIME INFOTYPES Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. Error! Bookmark not defined. General Information .................................................................. Error! Bookmark not defined. Set Modifier for Earliest Recalculation Dates ............................ Error! Bookmark not defined. 16.2.1 16.2.2 16.2.3 16.2.4 Purpose ....................................... Error! Description .................................. Error! Screen shot ................................. Error! Remarks ...................................... Error! Bookmark Bookmark Bookmark Bookmark not not not not defined. defined. defined. defined. 16.3 Set Earliest Recalculation Date for Pair Formation/Time Evaluation ....... Error! Bookmark not defined. 16.3.1 16.3.2 16.3.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. S E C T I O N 1 7 - T I M E E V A L U A T I O N S E T T I N G S Error! Bookmark not defined. 17.1 General Information .......................................................................... Error! Bookmark not defined. 17.2 Set Personnel Subarea Groupings for Time Recording .............. Error! Bookmark not defined. 17.2.1 17.2.2 17.2.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. S E C T I O N 1 8 - S C H E M A T Q T A Error! Bookmark not defined. 18.1 General Information.......................................................................... Error! Bookmark not defined. SECTION 19 - PAYROLL INDIA Error! Bookmark not defined. 19.1 General Information .......................................................................... Error! Bookmark not defined. 19.2 Describe Absence valuation rules .............................................. Error! Bookmark not defined. 19.2.1 19.2.2 19.2.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. 19.3 Group absences for Absence valuation ..................................... Error! Bookmark not defined. 19.3.1 19.3.2 19.3.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. S E C T I O N 2 0 - T I M E Q U O T A C O M P E N S A T I O N Error! Bookmark not defined. 20.1 General Information.......................................................................... Error! Bookmark not defined. 20.2 Define Time quota compensation Methods .............................. Error! Bookmark not defined. 20.2.1 20.2.2 20.2.3 20.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. Assign wage types to the Quotas to be compensated............... Error! Bookmark not defined. 20.3.1 20.3.2 20.3.3 Purpose ....................................... Error! Bookmark not defined. Description .................................. Error! Bookmark not defined. Screen shot ................................. Error! Bookmark not defined. Thanks to Irshad