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Tables of Contents for Administring Sap R/3
Chapter/Section Title
Page #
Page Count
Introduction
1
10
The Scope of This Book
2
1
What You Will Gain from This Book
2
1
Intended Readers
3
2
Consultants and Advisory Staff
3
1
Prospective HR Users
4
1
General Readers
4
1
Intended Outcomes of Publishing
5
1
The Business Territory
5
1
Some Procedures for Using This Book
6
1
Errors in Decision-Making
6
1
The Orientation of the SAP R/3 System
7
4
The Enterprise Data Model
8
1
Business Process Orientation
8
3
I Administering the Personnel Administration and Payroll Accounting Modules
11
172
1 Building a Global Integrated Human Resource System
11
10
Introducing the HR Components
12
1
Integrating the Management of Employees
12
5
Understanding the Fundamentals of the HR-Human Resources Application
13
3
Administering Benefits
16
1
Enrolling for Benefits and Insurance Coverage
16
1
Administering Salary
17
1
Introducing the HR Enhancements of Release 4.0
17
4
Advertising Vacancies and Personnel Marketing
18
1
Locating Internal Contacts
18
1
Applying Workflow in HR
18
3
2 Preparing the Fundamentals of HR Management
21
10
Introducing the Structures in Which HR Data Is Stored
22
3
Interpreting the Personnel Structure
22
1
Interpreting the Company Structure Infotypes
23
1
Exploring the SAP Concept of Client
23
1
Defining a Company Code
24
1
Using Personnel Area and Subareas
24
1
Understanding the Organizational Personnel Structure
25
1
Defining a Job
25
1
Defining a Position
25
1
Defining an Organizational Unit
25
1
Integrating PA with HR Planning and Development
25
1
Using the Administrative Personnel Structure
26
1
Defining the Employee Group
26
1
Defining the Employee Subgroup
26
1
Defining the Payroll Accounting Area
27
1
Building the Organizational Key
27
1
Exploring the Wage Type Structure
27
2
Using Pay Scale Elements
27
1
Using Infotypes in Personnel Administration
28
1
Storing Personal Data
29
1
Optical Archiving
29
2
3 Managing Personnel Time
31
56
Managing Time with the PA-TIM Component
32
6
Controlling Time Valuation
32
1
Understanding the Concepts Underpinning Time Management
32
2
Preparing the PA-TIM Time Management Component
34
1
Integrating with Work Schedules
35
1
Representing Time Structures
36
1
Defining Exceptions to the Work Schedule
36
1
Understanding the Purpose of Time Data Evaluation
37
1
Recording Time Data
38
4
Linking to Recording Equipment with a Mini-Master
38
1
Sharing Tasks Between the Subsystem and the HR System
39
1
Transferring Time Records Between Applications
40
1
Using the R/3 Cross Application Time Sheet
41
1
Processing Time Data
42
13
Setting Up for Time Evaluation
43
4
Providing the Inputs for Time Evaluation
47
6
Uploading and Updating Time Events
53
2
Using the Time Evaluation Driver RPTIME00
55
8
Setting RPTIME00 Parameters
55
1
Using Test Switches to Control RPTIME00 Program Options
56
1
Logging RPTIME00 Processing Steps
57
1
Controlling the Download of the HR Mini-Master Record
57
2
Updating Infotypes in Time Evaluation
59
1
Controlling the Time Evaluation Driver
60
1
Running Time Evaluation in HR Payroll Accounting
61
1
Managing Time Evaluation for External Service Providers
61
1
Managing Leave Entitlement in Infotypes
62
1
Managing Leave Entitlement in Time Evaluation
62
1
Using Time Evaluation Periods and Payroll Accounting Periods
63
2
Controlling Recalculation
63
1
Selecting Personnel Numbers for Time Evaluation
64
1
Tasking the Time Evaluation Driver
65
8
Arranging Personnel Calculation Rules and Operations in Time Evaluation
65
1
Using Time Evaluation Schemas
65
8
Tracing the Stages of Rule Processing in a Schema
73
1
Initializing
73
1
Day Processing
73
1
Final Processing
74
1
Supplying a Schema with Data
74
3
Applying Error Checks in the Time Evaluation Schema
75
1
Allowing Adjustments of Absences
75
1
Handling Pair Formation Errors
76
1
Allowing Tolerances for the Daily Work Schedule
76
1
Classifying Times by Time Type and Processing Type
77
1
Customizing Time Data Evaluation
77
6
Processing Breaks in Time Evaluation
78
1
Calculating Overtime in Time Evaluation
79
1
Checking Overtime Approval
79
1
Using Time Balances
79
1
Forming Period Balances
80
1
Updating Results
80
1
Using Quota Maintenance in Time Evaluation
80
1
Distributing Work Attendance Times to Controlling Objects
81
2
Entering Activity Allocation Specifications for an Employee's Personnel Costs
83
1
Inspecting the Results of Time Evaluation
83
4
Checking the Results of Time Evaluation
84
1
Controlling the Printout of the Time Statement
85
1
Analyzing Time Evaluation Results by Organizational Units
85
1
Formatting the List Printout of RPTBAL00
85
2
4 Administering Benefits
87
20
Introducing the PA-Ben Benefits Administration Component
88
4
Integrating Benefits Administration
88
1
Referencing National Supplements from the Benefits Administration Module
88
4
Introducing Benefit Plans
92
3
Exploring the Structure of Benefits Plans
92
1
Testing Eligibility
92
1
Calculating Costs and Credits
93
1
Enrolling an Employee in a Health Plan
93
1
Printing Benefit Plan Enrollment Forms
94
1
Understanding Benefits Infotypes
95
3
Using Infotype 0171, General Benefits Data
95
1
Using Infotype 0021, Family/Related Person
95
1
Using Infotype 0219, External Organization
96
1
Interpreting Infotype 0167, Health Plans
96
1
Interpreting Infotype 0169, Savings Plans
96
1
Interpreting Infotype 0170, Spending Accounts
96
1
Interpreting Credit Plans (Infotype 0236)
97
1
Monitoring of Dates (Infotype 0019)
97
1
Interpreting Date Specifications (Infotype 0041)
98
1
Reporting in the Benefits Component
98
5
Displaying Change of General Benefits Data
99
1
Displaying Benefit Plan Participation
99
1
Finding Eligible Employees
99
1
Displaying Change of Eligibility
100
1
Displaying Employee Demographics
100
1
Displaying Cost Overviews
100
1
Displaying Benefit Plan Summary
101
1
Displaying Spending Account Premiums
101
1
Displaying Health Premiums
102
1
Displaying Insurance Premiums and Savings Premiums
102
1
Displaying Vesting Percentages
102
1
Displaying Change of Benefit Election
102
1
Using HR Reports During Benefits Administration
103
1
Administering COBRA
103
4
Using the COBRA Qualified Beneficiary (Infotype 0211)
103
1
Collecting Qualified Beneficiaries
104
1
Identifying Employee Criteria for a Qualifying Event
104
3
5 Administering Payroll
107
56
Identifying the Basic Tasks in Payroll Accounting
108
6
Finding Employee Records
108
3
Working with Personnel Events
111
1
Running Personnel Events with Fast Entry
112
2
Understanding Payroll
114
4
Referring to Basic Pay
114
1
Performing a Pay Scale Reclassification
115
1
Performing a Pay Scale Increase
116
1
Arranging Recurring Payments and Deductions
116
1
Arranging Additional Payments
117
1
Administering Salary
118
2
Generating Proposals
118
1
Modifying Proposals
119
1
Calling Related Reports
119
1
Displaying Salary Structure
120
1
Displaying HR Infotypes
120
2
Appreciating Time Constraints on HR Master Data
121
1
Displaying a Current Infotype Record
121
1
Displaying a Previous Infotype Record
121
1
Displaying the List of Infotype Records
122
1
Displaying Individual Records from a List
122
1
Maintaining and Changing HR Infotype Records
122
3
Deleting an Existing Infotype Record
122
1
Deleting a Current Infotype Record
122
1
Using Data Object Identification
123
1
Entering Payroll Data in the Payroll Past
123
1
Changing the Retroactive Accounting Date
123
1
Controlling Payroll After Leaving
124
1
Locking a Personnel Number for Payroll
124
1
Interpreting Payroll Control Records
124
1
Using Master Data Fast Entry
125
2
Creating Master Data Records with Fast Entry
125
1
Creating Master Data Records by Using Fast Entry Defaults
126
1
Deleting Master Data by Using Fast Entry
126
1
Locking/Unlocking Master Data by Using Fast Entry
127
1
Creating a Batch Input Session when Processing Fast Entry Data
127
1
Administering the Pay Scale Structure
127
3
Defining the Pay Scale Structure
128
1
Understanding Wage Types
129
1
Using Wage Types
129
1
Transferring Payroll Results
130
6
Simulating a Payroll Run
131
1
Performing the Payroll Run
132
1
Releasing the Payroll
132
1
Starting the Payroll
133
1
Checking the Payroll Results
134
1
Correcting the Payroll
134
1
Displaying Matchcode W
135
1
Exiting Payroll
135
1
Deleting the Last Payroll Result
136
1
Using Off-Cycle Payroll
136
4
Displaying Payroll History
137
1
Adjusting Payroll Results
137
1
Generating On-Demand Checks for Regular Pay
138
1
Issuing an On-Demand Check for a New Hire
139
1
Replacing Checks
139
1
Reversing Payroll Results
139
1
Communicating Payroll Information to Employees
140
2
Creating a Remuneration Statement
141
1
Arranging Unqualified Advance Payments
142
1
Maintaining Employee Tax Information
142
2
Generating Other Tax Types
143
1
Using the Tax Reporter
143
1
Preparing the Tax Reporter
143
1
Interpreting Employee Deductions
144
9
Processing Priorities and Arrears
145
1
Managing Employee Garnishments
145
5
Applying Tax and PAYE Calculation Rules
150
1
Processing National Insurance Contributions
151
1
Processing Court Orders
152
1
Understanding the Payroll Driver
153
2
Consulting Payroll Files
154
1
Using Valuation Bases on Wage Types
155
1
Valuating Absences
156
3
Setting Payroll Modifiers
156
1
Importing Absences
156
1
Recognizing Country-Specific Features when Importing Absences
157
1
Valuating Absences by Averaging
157
1
Using Frozen Averages
158
1
Applying Factoring
158
1
Issuing Form P45 to an Employee Who's Leaving
159
1
Administering Pensions
160
1
Arranging a Mixed Value Pension Scheme
160
1
Arranging AVCs to a Pension
161
1
Processing Statutory Sickness Pay and Statutory Maternity Pay
161
2
6 Managing Business Trips
163
20
Managing Integrated Travel Expenses
164
1
Identifying the Components of PA-TRV Travel Expenses
165
5
Using Basic Version Functionality
165
2
Applying Cost Distribution Functionality
167
1
Using International Supplements
168
1
Consulting Personnel Master Data
168
1
Reviewing the Travel Expenses Procedures
168
2
Processing Trip Data
170
2
Creating a Trip
170
1
Entering Individual Receipts
170
1
Recording Business Entertainment
171
1
Documenting Advances
171
1
Noting Stopovers
171
1
Effecting Mileage Distribution
171
1
Assigning Trip Texts
171
1
Maintaining Trip Status
172
1
Using Fast Entry
172
1
Trip Accounting
172
4
Using Standard Forms
173
1
Entering Data with the Trip Costs Personnel Event
173
2
Maintaining Master Data for PA Trip Costs
175
1
Automatic Setup of Vendor Master Records from PA Trip Costs
175
1
Using Preliminary Entry of Trip (PET) Costs
176
1
Effecting Payment for Travel Expenses
176
2
Paying via the FI-Financial Accounting System
176
1
Paying via PA-Payroll
176
1
Paying via External Non-SAP Financial Accounting or Payroll Accounting Systems
176
1
Paying via the DME-Data Medium Exchange
176
1
Evaluating Trip Data
176
1
Representing Company-Specific Regulations
177
1
Using a Cash Office to Pay Advances
178
2
Paying Advances by Financial Accounting
179
1
Paying Advances with Data Medium Exchange
179
1
Maintaining the Authorization Object for HR Trip Data
180
3
II Administering the Personnel Planning and Development Modules
183
146
7 Planning Human Resource Requirements
183
48
Introducing the PD-Personnel Planning and Development Module
184
1
Planning a Workforce with the PD-WP Component
185
2
Planning Compensation
185
1
Using Job Description Supplements
185
1
Maintaining Health Care Data
186
1
Applying Restrictions
186
1
Consulting Location Data
186
1
Planning Working Hours
186
1
Assigning Persons to Groups
186
1
Building Task Structures
187
1
Planning Human Resources
187
3
Using HR Plan Versions and Status Control
188
1
Creating Job Charts and Staffing Schedules
188
1
Describing Jobs and Workplaces
189
1
Administering Organizational Plans
190
7
Defining an Organizational Plan
190
1
Developing Organizational Plans
191
1
Preparing an Organizational Plan
192
1
Separating Jobs and Positions
193
2
Using Reporting Structures with an Organizational Plan
195
1
Structuring the Chain of Command
195
1
Developing Matrix Management Structures
196
1
Using Work Centers in an Organizational Plan
196
1
Defining Tasks
197
2
Building Task Profiles
198
1
Changing Statuses in Organization and Planning
199
1
Manipulating Infotypes in PD
199
11
Creating a New Object in the Object Infotype
199
1
Linking with the Relationships Infotype
200
1
Copying Objects with Inheritance
201
1
Reporting with the Relationship Construct
201
1
Documenting in the Description Infotype
201
1
Flagging with the Department/Staff Infotype
201
1
Prioritizing with the Character Infotype
202
1
Compensating Positions Using the Planned Compensation Infotype
203
1
Particularizing Work Centers with the Restriction Infotype
203
1
Detecting Vacancies in Positions with the Vacancy Infotype
204
1
Streamlining with the Account Assignment Features Infotype
204
1
Applying the Personnel Area Defaults
204
1
Stipulating Health Requirements of Workplaces with the Health Examinations Infotype
205
1
Controlling with the Authorities and Resources Infotype
205
1
Interpreting the Work Schedule Infotype
205
1
Assigning Positions with the Employee Group/Subgroup Infotype
206
1
Marking Positions with the Obsolete Infotype
206
1
Developing Scenarios for the Cost Planning Infotype
207
1
Linking Authority Profiles with the Standard Profiles Infotype
207
1
Authorizing with the PD Profiles Infotype
208
1
Linking a Calendar with the Site Dependent Info Infotype
208
1
Attaching the Address Infotype
208
1
Notifying with the Mail Address Infotype
209
1
Invoicing with the Sales Area Infotype
209
1
Shift Planning with the Shift Group Infotype
210
1
Defining Exceptions with the Override Requirement Infotype
210
1
Administering Organizational Personnel Structure
210
1
Planning Shifts in PD
211
3
Defining Shift Groups
212
1
Specifying Requirements
212
1
Using the Explode Switch when Creating or Changing Requirements
212
1
Reporting on Requirements
213
1
Selecting Data for Shift Plans
214
4
Selecting Shift Data by Organizational Units
214
1
Opening and Changing Shift Plans
215
1
Saving Shift Plans
215
1
Completing Target Shift Plans
215
1
Finding Alternative Employees
216
1
Temporarily Assigning Employees to Different Jobs
216
1
Recording Employee Preferences
217
1
Unlocking/Locking Master Data
217
1
Displaying Shift Plans
217
1
Adjusting Shift Plan Views
218
1
Requesting Additional Employee Data
218
1
Planning Personnel Costs
218
3
Defining Cost Elements
219
1
Attributing Personnel Costs to Cost Objects
220
1
Determining Current or Actual Costs
220
1
Previewing Future Costs
220
1
Administering Personnel Costing Scenarios
221
5
Setting Up Scenario Groups
221
1
Extracting Projected Pay Data from PD
221
1
Understanding Wage Elements
222
1
Starting a New Projected Pay Scenario
222
1
Personnel Cost Planning with Basic Pay Scenarios
222
1
Personnel Cost Planning with Payroll Results
223
1
Deleting Simulated Payroll Results
223
1
Opening Existing Scenario Groups
224
1
Comparing Scenarios
224
1
Comparing Scenario Results with External Salary Surveys
224
1
Transferring Personnel-Related Cost Planning Data to CO-Controlling
225
1
Assigning Cost Centers in PD
225
1
Releasing Scenarios
226
1
Using the Long-Term Manpower Planning I Component
226
1
Using the Short-Term Manpower Planning II Component
227
4
8 Planning for Personnel Development
231
12
Developing the HR Data Models
232
4
Introducing the Personnel Planning and Development Functions
233
1
Developing Company Personnel
233
1
Interpreting Requirement and Qualification Profiles
234
1
Refining the Catalog of Qualifications and Requirements
235
1
Using the Decay Meter
235
1
Planning Careers and Succession
236
3
Developing Career Models
237
1
Representing Career Potentials
237
1
Planning Careers
238
1
Planning Succession for a Position
238
1
Discerning Training Needs
238
1
Reporting on Qualification and Requirements
239
1
Administering Education and Training
239
4
Administering Training Events
240
1
Education and Training Planning
241
2
9 Recruiting, Changing Jobs, and Leaving
243
20
Introducing the HR Recruiting Activities
244
1
Representing Workforce Requirements
245
2
Relating Applicants to Advertisements
246
1
Creating a Vacancy in the Recruitment Application
246
1
Creating a Vacancy in Personnel Planning and Development
246
1
Changing a Vacancy
247
1
Creating Vacancy Advertisements
247
1
Hiring a New Employee
247
3
Interpreting the Recruitment Infotypes
248
1
Transferring an Applicant to PA
248
1
Deleting a Personnel Number
249
1
Changing an Employee's Entry Date
249
1
Administering Selection Procedures
250
1
Using the Recurring Tasks Facility
250
1
Setting Individual Access Protection
250
1
Reviewing the Selection Procedures
251
1
Entering Basic Data on an Applicant
251
2
Using Fast Data Entry for External Applicants
251
1
Entering Basic Data on an Internal Applicant
252
1
Changing an Applicant's Address
252
1
Storing an Applicant's Bank Details
253
1
Deleting an Applicant
253
1
Administering Selection by Applicant Actions
253
2
Maintaining References Between Applicant Actions
254
1
Managing Selection Procedures
254
1
Processing Applicants with the Procedure Options
255
1
Grouping Applicants
255
1
Applicant Screening
255
3
Making Decisions
256
1
Offering a Contract
256
1
Printing an Employment Contract
257
1
Supporting Vacancy Assignment
257
1
Evaluating the Applicant Pool
258
1
Analyzing Applicant Data
258
1
Transferring Applicant Data to PA
258
1
Changing Jobs
259
1
Leaving the Company
260
1
Maintaining an Inactive Work Relationship
261
2
10 Managing Business Events
263
18
Creating a Training Program from Business Events
264
4
Creating a Business Event
264
1
Setting Up a Business Events Catalog
265
1
Assigning Courses
265
1
Creating Resource Types
266
1
Creating a Business Event Group
266
1
Creating a Business Event Type
267
1
Planning a Catalog of Course Types
268
6
Placing Qualifications in the Organizational Model
268
1
Using Dynamic Data-Driven Menus
269
1
Planning Business Event Dates and Resource Reservations
270
1
Planning with the Availability Indicators
271
1
Checking Booking with the Procedure Infotype
272
1
Specifying Business Event Type Prices
272
1
Interpreting the Resource Type Indicators
272
1
Interpreting the Decay Meter
273
1
Operating with Schedule Models
273
1
Marketing Business Events
274
4
Recording Business Event Demand
274
1
Weighting with the Booking Priority
274
1
Applying Capacity Rules
274
1
Assigning Booking Priorities
275
1
Differentiating Attendee Types
275
1
Firmly Booking Business Events
276
1
Arranging Correspondence
276
1
Following Up Business Events
276
1
Arranging Appraisals
277
1
Billing and Allocating Business Event Costs
278
3
Assigning Sales Areas with the Billing/Allocation Info Infotype
278
1
Costing Business Events
279
1
Budgeting and Funds Management
279
1
Comparing Budgets
280
1
11 Using the HR Information System
281
14
Placing HRIS in the Center of the Company
282
1
Reporting Master Data
283
3
Using the General Report Tree
284
1
Interpreting the Report Selection Screen
284
1
Generating Master Data Reports
285
1
Reading Log Records
286
1
Noting Improvements to the HRIS
286
1
Portraying Objects with the PD Graphic Tools
286
4
Creating Objects in Structural Graphics
288
1
Moving Objects in Structural Graphics
288
1
Delimiting Objects in Structural Graphics
289
1
Deleting Objects in Structural Graphics
289
1
Using the Structural Graphics Dialog Box Buttons
289
1
Selecting Structural Graphics Objects
289
1
Controlling View Windows
290
5
Using the Define Graphic Type Button
292
1
Managing Object Options
292
1
Using the Line Options Dialog Box
292
1
Saving Option Settings
293
1
Mailing and Printing Hierarchical Structures
293
2
12 Setting Up the Control Mechanisms in HR
295
12
Reviewing the Data Structures
296
1
Exploring the Structure of Infotypes
296
1
Using Repeat Structures
297
1
Authorization Checks in Reporting
297
1
Using Specific Commands in HR
297
3
Using Macro Modules
298
1
Using Utilities Modules
298
1
Defining LOWDATE and HIGHDATE
298
1
Selecting the Current Workforce
299
1
Setting the Key Date
299
1
Selecting Employees for Whom Payroll Is Completed
299
1
RP-Generating Address in Compliance with Mailing Regulations
299
1
Reading All Time Infotypes in a Time Period
300
1
Editing RP-Name in Compliance with National Regulations
300
1
Manipulating Data Files
300
4
Using Import/Export Files in HR
301
1
Interpreting the Naming Conventions
301
1
Importing and Exporting Data
301
1
Storing Data in PCLn Files
302
1
Exporting and Importing via the Data Buffer
302
1
Noting the Payroll Cluster Directory Managers
302
1
Operating the HR Utilities and PA Tools
302
1
Maintaining a Schema's Attributes
303
1
Programming and Customizing HR Evaluations
304
3
Checking Employee and Data Authorization
304
1
Selecting Data
304
1
Distinguishing Physical and Logical Views
305
1
Defining an Infotype in the Data Dictionary
306
1
13 Developing HR Strategy for IT Divisions
307
16
Developing a Strategy for a Specific IT Department
308
1
Divisional Issues
308
1
Current Issues
308
1
Possible Future Issues
309
1
Human Resource Issues
309
2
Human Resource Strategy
311
4
Integrated Human Resources Approach
311
1
Human Resource Systems
311
4
Implementation Strategy
315
1
Structure, Roles, and Responsibilities
315
5
Executive Sponsor
315
1
Strategist
316
1
Data Security Officer and ISO9002 Regulator
316
1
Line Managers
316
1
Project Managers
317
2
Project Coordinator
319
1
Project Team Members
319
1
Implementing the Change Plan
320
3
Setting Up the Staff
320
1
Establishing a Measurement Process
320
1
Establishing Support for Individuals
320
1
Identify the Optimum Number of Projects
321
1
Setting Up a Communication Plan
321
2
14 Seeing HR from a Consultant's Viewpoint
323
6
Remembering the HR Highlights
324
2
Displaying Complex Structures
324
1
Controlling Authorization Management
324
1
Managing Usernames
325
1
Calling Data Transfer Made Easy
325
1
Using the Ad Hoc Query Tool
326
1
Administering Compensation
326
1
Position Filling with the Desktop Manager
326
1
Creating New Infotypes
326
1
Remembering the HR Irritations
326
3
Adapting to the Payroll Functionality
327
1
Missing the Overseas Benefits Functionality
327
1
Regretting the Security and Health Control System
327
2
Glossary of HR Terms and Concepts
329
36
Index
365