1im_s4hana1809_bb_configguide_en_xx.docx

SAP S/4HANA September 2018 English

Human Capital Management – Base Settings Common (1IM) Building Block Configuration Guide

SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Copyright © 2016 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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SAP Best Practices

Icons Icon

Meaning Caution Example Note Recommendation Syntax

Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text

Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT

Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys

on the keyboard, for example, function keys (such as F2) or the ENTER

key. Example text

Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text>

Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Human Capital Management – Base Settings Common (1IM): Configuration Guide

Content 1 2

Purpose .............................................................................................................................. 7 Preparation ......................................................................................................................... 7 2.1 Prerequisites ............................................................................................................ 7 3 Configuration ...................................................................................................................... 7 3.1 Restrict Country Groupings ...................................................................................... 7 3.2 Basic Settings .......................................................................................................... 8 3.2.1 Define Period Parameters ................................................................................... 8 3.2.2 Create Payroll Area.............................................................................................. 8 3.2.3 Check Default Payroll Area .................................................................................. 8 3.2.4 Define Positions ................................................................................................... 9 3.2.5 Define Positions Texts ......................................................................................... 9 3.2.6 Set up Organizational Key ................................................................................. 10 3.2.7 Create Forms of Address ................................................................................... 10 3.2.8 Create Name Affixes .......................................................................................... 11 3.2.9 Define Name Format.......................................................................................... 12 3.2.10 Determine default payment method................................................................... 12 3.3 Customizing Procedures ........................................................................................ 13 3.3.1 Infotypes Attributes ............................................................................................ 13 3.3.2 Define Fields Relevant for Retroactive Accounting ........................................... 37 3.4 Additional Infotypes Attributes ............................................................................... 45 3.4.1 Assign Infotype Views ........................................................................................ 47 3.4.2 Infotype Menus .................................................................................................. 47 3.4.3 Determine choice of infotype menus ................................................................. 49 3.4.4 Info Groups ........................................................................................................ 50 3.4.5 Set up Personnel Actions .................................................................................. 51 3.4.6 Create Reasons for Personnel Actions.............................................................. 53 3.4.7 Change Action Menu ......................................................................................... 53 3.4.8 Change Screen Modifications ............................................................................ 54 3.4.9 Determine Screen Control for Foreign Address ................................................ 60 3.4.10 Customer: Define Field Characteristics ............................................................. 60 3.5 Time Management ................................................................................................. 61 3.5.1 Group Personnel Subareas for the Daily Work Schedule ................................. 61 3.5.2 Limit Employee Status for Time Management ................................................... 62 3.5.3 Define Daily Work Schedules ............................................................................ 62 3.5.4 Define Period Work Schedules .......................................................................... 63 3.5.5 Define Selection Rules....................................................................................... 63 3.5.6 Define Employee Subgroup Groupings ............................................................. 63 3.5.7 Set Work Schedule Rules and Work Schedules ............................................... 64 3.5.8 Set Default Value for the Work Schedule .......................................................... 64 3.5.9 Set Which Hour Fields Are Entry Fields ............................................................ 65 3.6 Data Privacy ........................................................................................................... 65 3.7 Maintain Number Range Intervals for Personnel Numbers (Cloud only) ............... 66 3.8 Determine defaults for number ranges (Cloud only) .............................................. 66 3.9 Customer: Define Field Characteristics IT0006 (Cloud only) ................................. 66

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3.10 Data Privacy (Cloud only) ...................................................................................... 67 3.11 Define Business Partner Integration (Cloud only) .................................................. 69 3.12 Set up Transport Connection (On Premise only) ................................................... 69 3.13 Synchronization of Business Partner for SAP HCM Employee Role (On Premise only) 69 3.14 Deactivate Additional Actions Infotype (0302) (On Premise only) ......................... 70 3.15 Use Decoubled and Not Decoupled IT Framework (On Premise) ......................... 70 3.16 Use of IBAN in Personnel Management (On Premise only) .................................. 71 4 Manual Build Steps .......................................................................................................... 71

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Human Capital Management – Base Settings Common (1IM): Configuration Guide

Human Capital Management – Base Settings Common (1IM) 1 Purpose This configuration guide defines the generic basic setup of HCM to store employees technically in SAP S/4HANA and enable the replication from a HCM Core system like SAP SuccessFactors Employee Central. The setup will not support the execution of HCM core processes. This is done in the HCM core system from which the data are replicated.

2 Preparation 2.1 Prerequisites Before you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix.

3 Configuration 3.1 Restrict Country Groupings Use In this step, you define the country groupings used in your system. You can find a complete list of available country groupings in table T500L (Personnel Country Grouping). You can modify this list by using table T500L_CUST (Customer View of table T500L).

Procedure 1. Access the activity using the following navigation option: IMG Path

2. 3.

4.

SAP Customizing Implementation Guide  Personnel Management  Global Settings in Personnel Management  Restrict Country Groupings

On the Change View “Customer View of Table T500L”: Overview screen, choose New Entries. Enter the following data: Country Grouping

DWS Grouping

99

Other Countries

Save your entries.

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3.2 Basic Settings 3.2.1 Define Period Parameters Use In this step, you set up a dummy period parameter for payroll areas which are non-payroll relevant.

Procedure 1. Access the activity using the following navigation option: IMG Path

SAP Customizing Implementation Guide  Payroll  Payroll: International  Basic Settings  Payroll Organization  Define Period Parameters

2. On the Change View "Period Parameters": Overview screen, choose the New Entries button and enter the following values: Period Parameters

Name

Time Unit

Start Date

00

f. Non-Relev. ABKRS

(blank)

(blank)

3. Save your entries.

3.2.2 Create Payroll Area Use In this step, you set up the payroll areas (accounting areas) that your enterprise needs.

Procedure 4. Access the activity using the following navigation option: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Organizational Data  Organizational Assignment  Create payroll area

5. On the Change View "Payroll Areas – Relevant to Payroll": Overview screen, choose the New Entries button and enter the following values: Payroll area

Payroll area text

Payroll for PA

99

Non-payroll-relevant

(blank)

6. Save your entries.

3.2.3 Check Default Payroll Area Use In this step, you define your default payroll area.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

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SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Organizational Data  Organizational Assignment  Check Default Payroll Area

IMG Path

2. On the Edit Feature ABKRS: DecisionTree screen, change feature as described below: Variable Key

F

C

Operations &ABKRS=99,

3. Choose

to activate the feature.

3.2.4 Define Positions Use In this step, you define your positions.

Procedure 1. Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Organizational Data  Organizational Assignment  Organizational Plan  Define positions

IMG Path

2. On the Change View “Positions: Organization Assignment”: Overview screen, choose New Entries button and make the following entries: OT

Position

Position Short Start Date

S

99999999 Default position

01.01.1800

End Date

OM

Job

Job Title

31.12.9999

3. Save your entries.

3.2.5 Define Positions Texts Procedure 1. Access the activity using the following navigation option: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Organizational Data  Organizational Assignment  Organizational Plan  Define positions

2.

On the Change View “Positions: Organization Assignment”: Overview screen, select the entry and choose Maintain Texts.

3.

On the Change View “Position Texts”: Overview, choose New Entries button and make the following entries:

4.

Start Date

End Date

Position Short Text

01.01.1900

31.12.9999

Default position

Save your entries.

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3.2.6 Set up Organizational Key Use In this step, you can carry out an additional organizational assignment for your employees. By using the organizational key, you can refine both the enterprise and the personnel structure. The organizational key is made up of a 14-character field. You can determine the structure of this yourself.

3.2.6.1Organizational Key: Control Procedure 1. Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Organizational Data  Organizational Assignment  Setup organizational key

IMG Path

2. In the Select Activity dialog box, double-click Organizational key: Control. 3. On the Change View “Organizational Key: Control”: Overview screen, choose New Entries button and make the following entries: Variable key

Default/validation

Creation rule

01

5

01

4. Save your entries.

3.2.6.2Organizational Key: Creation Rules Procedure 1. Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Organizational Data  Organizational Assignment  Setup organizational key

IMG Path

2. 3.

4.

In the Select Activity dialog box, double-click Organizational key: Creation rules. On the Change View “Organizational Key Creation Rules”: Overview screen, choose the New Entries button and make the following entries: Creation rule

Seq.No.

Field Name

Length

01

01

P0001-WERKS

04

01

02

P0001-KOSTL

10

Offset

Save your entries.

3.2.7 Create Forms of Address Use In this step, you can set up forms of address for employees/applicants.

Procedure 1. Access the activity using one of the following navigation options:

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SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Personal Data  Personal Data  Create forms of address

IMG Path

2. On the Change View „Title Keys“: Overview screen, choose the New Entries button and make following entries: FOA key

Title

Long text

Gender

1

Mr

Mr

1

2

Mrs

Mrs

2

3. Save your entries.

3.2.8 Create Name Affixes Use In this step you create possible academic titles, aristocratic titles and marks of nobility for employees/applicants and family members.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Personal Data  Personal Data  Create name affixes

IMG Path

2. On the Change View „Name Affix“: Overview screen, choose the New Entries button and make following entries: Name Affix Type

Name Affix

Output Text

S

MBA

MBA

S

B.A.

B.A.

S

PH.D.

Ph.D.

S

DR.

Dr.

S

PROF.

Prof.

S

PROF. DR.

Prof. Dr.

T

MBA

MBA

T

B.A.

B.A.

T

PH.D.

Ph.D.

T

DR.

Dr.

T

PROF.

Prof.

T

PROF. DR.

Prof. Dr.

V

0001

von

V

0002

von der

V

0003

van

V

0004

van der

V

0005

da

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Name Affix Type

Name Affix

Output Text

V

0006

de

V

0007

de la

V

0008

dos

V

0009

du

V

0010

El

Z

0001

Graf

Z

0002

Gräfin

Z

0003

Freiherr

Z

0004

Freifrau

Z

0005

Earl

Z

0006

Sir

Z

0007

Fürst

Z

0008

Fürstin

3. Save your entries.

3.2.9 Define Name Format Use In this step, you determine the form used to print the names of employees, applicants, or family members in lists, reports, correspondence, online, and so on.

Procedure 1. Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Personal Data  Name Format  Define Name Format

IMG Path

2. On the Country grouping screen, select 99 Other Countries and Continue. 3. On the Change View “HR Name Format with Infotype Views”: Overview screen, choose the New Entries button and make the following entries: Format

Prefix

Name Form.

Seq. No.

Field Name

0

0002

0

1

NACHN

0

0002

0

2

VORNA

1

0002

0

1

VORNA

1

0002

0

2

NACHN

Conversion

99

4. Save your entries.

3.2.10

Determine default payment method

Use In this step, you can define a payment method which is later proposed as a default.

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Procedure 1. Access the activity using one of the following navigation options: Transaction Code

PE03

IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Personal Data  Bank Details  Determine default payment method

2. On the Edit Feature ZLSCH: DecisionTree screen, change feature as described below: TM status

Text &ZLSCH=,

3. Choose

to activate the feature.

3.3 Customizing Procedures 3.3.1 Infotypes Attributes Use In the step, you store the infotypes you require to enter employee data for administration. The standard SAP system contains all the infotypes and is fully functional. Whether you decide to change the infotype attributes in this step depends entirely on your company's requirements.

Procedure 1. Access the activity using the following navigation option: IMG Path

2. 3.

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotypes  Infotypes

In the Select Activity dialog box, double-click Infotype. On the Change View “Infotype attributes (Customizing)”: Overview screen, choose the New Enties button and make the following entries:

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Human Capital Management – Base Settings Common (1IM): Configuration Guide

Infotype

Infotype text

0000

Actions

0001

Organizational Assignment

0002

Personal Data

0003

Payroll Status

0006

Addresses

0007

Planned Working Time

0009

Bank Details

0031

Reference Personnel Numbers

0032

Internal Data

0041

Date Specifications

0105

Communication

0130

Test Procedures

0283

Archiving/Data Destruction

0302

Additional Actions

0315

Time Sheet Defaults

0322

Pension Payments

0415

Export Status

0709

Person ID

0785

Pension Equalization Payment

4. Select each line of the infotype listed above and choose the Details button. On the Change View “Infotype attributes (Customizing)”: Details screen, make detailed settings for each infotype as below: For Infotype 0000: Field

Value

General attributes Time constraint

1

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Propose infotype Display and Selection Select w/ start

3

Create w/o strt Sort sequence Select w/ end

5

Create w/o end

1

Screen header

10

Select w/o date

1

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all.

X

Retr.acct.payr.

R

Retr.acct.PDC

R

No org.assign.

W

Technical data Single screen

2000

Dialog module

RP_0000

List screen

3000

Structure

P0000

List entry Database table

PA0000

Applicant infotypes Applicant DBTab For Infotype 0001: Field

Value

General attributes Time constraint

1

Subtype obligatory Acctng./log. data Time cons.table Subtype table

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Field

Value

Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

03

Select w/o date

1

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all.

X

Retr.acct.payr.

T/R0001

Retr.acct.PDC

T

No org.assign. Technical data Single screen

2000

Dialog module

RP_0001

List screen

3000

Structure

P0001

List entry Database table

PA0001

Applicant infotypes For Infotype 0002 Field

Value

General attributes

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Field

Value

Time constraint

1

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed Maint. after leave Subty.text tab. Copy infotype

X

Access auth. Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

01

Select w/o date

2

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0002

List screen

3000

Structure

P0002

List entry

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Field

Value

Database table

PA0002

Applicant infotypes Applicant DBTab

PB0002

For Infotype 0003: Field

Value

General attributes Time constraint

A

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth. Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt Sort sequence Select w/ end

5

Create w/o end Screen header

02

Select w/o date

2

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign.

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Technical data Single screen

2000

Dialog module

RP_0003

List screen

3000

Structure

P0003

List entry Database table

PA0003

Applicant infotypes Applicant DBTab For Infotype 0006: Field

Value

General attributes Time constraint

T

Subtype obligatory

X

Acctng./log. data Time cons.table

T591A

Subtype table

T591A

Text Allowed

X

Maint. after leave Subty.text tab.

T591S

Copy infotype Access auth.

X

Subtype field

ANSSA

Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

02

Select w/o date

6

List time per. Choose data Retroactive accounting trigger

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Before ERA date Entry of RA limit time Past entry all.

X

Retr.acct.payr.

T/27ADR

Retr.acct.PDC No org.assign.

W

Technical data Single screen

2000

Dialog module

RP_0006

List screen

3000

Structure

P0006

List entry Database table

PA0006

Applicant infotypes Applicant DBTab

PB0006

For Infotype 0007: Field

Value

General attributes Time constraint

1

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

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Field

Value

Create w/o end

2

Screen header

02

Select w/o date

6

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all.

X

Retr.acct.payr.

T

Retr.acct.PDC

T

No org.assign. Technical data Single screen

2000

Dialog module

RP_0007

List screen

3000

Structure

P0007

List entry Database table

PA0007

Applicant infotypes Applicant DBTab

PB0007

For Infotype 0009: Field

Value

General attributes Time constraint

T

Subtype obligatory Acctng./log. data Time cons.table

T591A

Subtype table

T591A

Text Allowed

X

Maint. after leave Subty.text tab.

T591S

Copy infotype

X

Access auth.

X

Subtype field

BNKSA

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

02

Select w/o date

6

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all.

E

Retr.acct.payr.

R

Retr.acct.PDC No org.assign.

W

Technical data Single screen

2000

Dialog module

RP_0009

List screen

3000

Structure

P0009

List entry Database table

PA0009

Applicant infotypes For Infotype 0031: Field

Value

General attributes Time constraint

B

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt Sort sequence Select w/ end

5

Create w/o end

1

Screen header

03

Select w/o date

6

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0031

List screen

3000

Structure

P0031

List entry Database table

PA0031

Applicant infotypes Applicant DBTab

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For Infotype 0032: Field

Value

General attributes Time constraint

2

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

02

Select w/o date

6

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0032

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Field

Value

List screen

3000

Structure

P0032

List entry Database table

PA0032

Applicant infotypes Applicant DBTab

For Infotype 0041: Field

Value

General attributes Time constraint

2

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

2

Sort sequence Select w/ end

5

Create w/o end

1

Screen header Select w/o date

1

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0041

List screen

3000

Structure

P0041

List entry Database table

PA0041

Applicant infotypes Applicant DBTab

For Infotype 0105: Field

Value

General attributes Time constraint

T

Subtype obligatory

X

Acctng./log. data Time cons.table

T591A

Subtype table

T591A

Text Allowed

X

Maint. after leave Subty.text tab.

T591S

Copy infotype Access auth. Subtype field

USRTY

Propose infotype Display and Selection Select w/ start

3

Create w/o strt

2

Sort sequence Select w/ end

5

Create w/o end

1

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Field

Value

Screen header

02

Select w/o date

1

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0105

List screen

3000

Structure

P0105

List entry Database table

PA0105

Applicant infotypes Applicant DBTab

PB0105

For Infotype 0130: Field

Value

General attributes Time constraint

B

Subtype obligatory Acctng./log. data Time cons.table Subtype table

T591A

Text Allowed

X

Maint. after leave Subty.text tab.

T591S

Copy infotype Access auth. Subtype field

CKTYP

Propose infotype

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Display and Selection Select w/ start

3

Create w/o strt Sort sequence Select w/ end

5

Create w/o end Screen header

02

Select w/o date

2

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0130

List screen

3000

Structure

P0130

List entry Database table

PA0130

Applicant infotypes Applicant DBTab For Infotype 0283: Field

Value

General attributes Time constraint

T

Subtype obligatory Acctng./log. data Time cons.table

T591A

Subtype table

T77PAARC_SUBTY

Text Allowed

X

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Maint. after leave Subty.text tab.

ARCH_TXT

Copy infotype Access auth. Subtype field

SUBTY

Propose infotype Display and Selection Select w/ start

3

Create w/o strt Sort sequence

1

Select w/ end

5

Create w/o end Screen header

02

Select w/o date

1

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0283

List screen

3000

Structure

P0283

List entry Database table

PA0283

Applicant infotypes Applicant DBTab For Infotype 0302: Field

Value

General attributes

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Field

Value

Time constraint

3

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt Sort sequence Select w/ end

5

Create w/o end

1

Screen header

10

Select w/o date

1

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all.

X

Retr.acct.payr. Retr.acct.PDC

R

No org.assign.

W

Technical data Single screen

2000

Dialog module

RP_0302

List screen

3000

Structure

P0302

List entry

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Field

Value

Database table

PA0302

Applicant infotypes Applicant DBTab For Infotype 0315: Field

Value

General attributes Time constraint

2

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth.

X

Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

2

Screen header

02

Select w/o date

6

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign.

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Technical data Single screen

2000

Dialog module

RP_0315

List screen

3000

Structure

P0315

List entry Database table

PA0315

Applicant infotypes Applicant DBTab For Infotype 0322: Field

Value

General attributes Time constraint

T

Subtype obligatory

X

Acctng./log. data Time cons.table

T591A

Subtype table

T591A

Text Allowed

X

Maint. after leave Subty.text tab.

T591S

Copy infotype Access auth. Subtype field

KVBEZ

Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

02

Select w/o date

6

List time per. Choose data Retroactive accounting trigger

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Field

Value

Before ERA date

X

Entry of RA limit time Past entry all.

X

Retr.acct.payr.

R

Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0322

List screen

3000

Structure

P0322

List entry Database table

PA0322

Applicant infotypes Applicant DBTab For Infotype 0415: Field

Value

General attributes Time constraint

B

Subtype obligatory

X

Acctng./log. data Time cons.table Subtype table

T532A

Text Allowed Maint. after leave Subty.text tab. Copy infotype Access auth. Subtype field

FLDID

Propose infotype Display and Selection Select w/ start Create w/o strt Sort sequence Select w/ end

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Create w/o end Screen header

02

Select w/o date

1

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0415

List screen

3000

Structure

P0415

List entry Database table

PA0415

Applicant infotypes Applicant DBTab For Infotype 0709: Field

Value

General attributes Time constraint

A

Subtype obligatory Acctng./log. data Time cons.table Subtype table Text Allowed Maint. after leave Subty.text tab. Copy infotype Access auth. Subtype field

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header

02

Select w/o date

2

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

RP_0709

List screen

3000

Structure

P0709

List entry Database table

PA0709

Applicant infotypes Applicant DBTab For Infotype 0785: Field

Value

General attributes Time constraint

2

Subtype obligatory Acctng./log. data Time cons.table Subtype table

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Field

Value

Text Allowed

X

Maint. after leave Subty.text tab. Copy infotype Access auth. Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt Sort sequence Select w/ end

5

Create w/o end

1

Screen header

02

Select w/o date

1

List time per. Choose data

X

Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr.

R

Retr.acct.PDC No org.assign.

N

Technical data Single screen

2000

Dialog module

RP_0785

List screen

3000

Structure

P0785

List entry Database table

PA0785

Applicant infotypes Applicant DBTab 5. Save your entries.

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3.3.2 Define Fields Relevant for Retroactive Accounting Use In this step, you can check and, if necessary, change the retroactive accounting relevance of infotypes for Payroll and Time Management. You can make the settings for Payroll and Time Management entirely independently of one another. If you set an infotype to relevant for field-dependent retroactive accounting, you then have to list the infotype's fields that are relevant for retroactive accounting in the the view Field-dependent retroactive accounting recognition (V_T588G).

Procedure 1. Access the activity using the following navigation option: IMG Path

2. 3.

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotypes  Define fields relevant for retroactive accounting

In the Select Activity dialog box, double-click Retroactive accounting relevant for payroll and time per IT. On the Change View “Retroactive accounting relevance for payroll and time per screen, following infotypes are listed: Infotype

Infotype text

0000

Actions

0001

Organizational Assignment

0002

Personal Data

0003

Payroll Status

0006

Addresses

0007

Planned Working Time

0009

Bank Details

0031

Reference Personnel Numbers

0032

Internal Data

0105

Communication

0130

Test Procedures

0302

Additional Actions

0315

Time Sheet Defaults

0415

Export Status

0709

Person ID

4. Select each line of the infotype listed above and choose the Details button. On the Change View “Retroactive accounting relevance for payroll and time per screen, make detailed settings for each infotype as below: For Infotype 0000: Field

Value

Payroll relevant entries permitted No org. assign.

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Field

Value

Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

R

Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC

R

Before RecalTLmt Feature PDC

For Infotype 0001: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

T

Before ERA date Payroll feature

R0001

Time management retroactive accounting Retr. acct. PDC

T

Before RecalTLmt Feature PDC

For Infotype 0002: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll

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Field

Value

Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0003: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0006: Field

Value

Payroll relevant entries permitted No org. assign.

W

Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

T

Before ERA date Payroll feature

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Field

Value

Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0007: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

T

Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC

T

Before RecalTLmt Feature PDC

For Infotype 0009: Field

Value

Payroll relevant entries permitted No org. assign.

W

Record after leaving General retroactive accounting Past entry all.

E

Retroactive accounting payroll Retr. acct. payr.

R

Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

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For Infotype 0031: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0032: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

T

Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0105: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving

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Field

Value

General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0130: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0302: Field

Value

Payroll relevant entries permitted No org. assign.

W

Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

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Field

Value

Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC

R

Before RecalTLmt Feature PDC

For Infotype 0315: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0322: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

R

Before ERA date

X

Payroll feature Time management retroactive accounting Retr. acct. PDC

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Field

Value

Before RecalTLmt Feature PDC

For Infotype 0415: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr. Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

For Infotype 0709: Field

Value

Payroll relevant entries permitted No org. assign. Record after leaving General retroactive accounting Past entry all.

X

Retroactive accounting payroll Retr. acct. payr.

R

Before ERA date

X

Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC

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For Infotype 0785: Field

Value

Payroll relevant entries permitted No org. assign.

N

Record after leaving General retroactive accounting Past entry all. Retroactive accounting payroll Retr. acct. payr.

R

Before ERA date Payroll feature Time management retroactive accounting Retr. acct. PDC Before RecalTLmt Feature PDC 5. Save your entries.

3.4 Additional Infotypes Attributes Procedure 1. Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotypes  Infotypes

IMG Path

2. In the Select Activity dialog box, double-click Infotype. 3. On the Change View “Infotype attributes (Customizing)”: Overview screen, choose the New Enties button and make the following entries: Infotype

Infotype text

3406

For Infotype 3406: Field

Value

General attributes Time constraint

2

Subtype obligatory Acctng./log. data

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Field

Human Capital Management – Base Settings Common (1IM): Configuration Guide

Value

Time cons.table Subtype table Text Allowed Maint. after leave Subty.text tab. Copy infotype Access auth. Subtype field Propose infotype Display and Selection Select w/ start

3

Create w/o strt

1

Sort sequence Select w/ end

5

Create w/o end

1

Screen header Select w/o date

1

List time per. Choose data Retroactive accounting trigger Before ERA date Entry of RA limit time Past entry all. Retr.acct.payr. Retr.acct.PDC No org.assign. Technical data Single screen

2000

Dialog module

/SHCM/RP_3406

List screen

3000

Structure

/SHCM/P3406

List entry Database table

/SHCM/PA3406

Applicant infotypes Applicant DBTab

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1. Save your entries.

3.4.1 Assign Infotype Views Use In this step you assign infotype view indicator to the following organizational data: personnel area, employee group, employee subgroup and country grouping. The view indicator is used to group infotypes into views.

Procedure 1. Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotypes  Assign infotype views

IMG Path

2. 3.

In the Select Activity dialog box, double-click Define intotype view indicator (feature IVWID). On the Process Feature IVWID: decision tree screen, change feature as described below: Variable Key

F

C

Operations &IVWID=99,

4.

Choose

to activate the feature.

3.4.2 Infotype Menus Infotype menus are used to group infotypes to form a business functional area and for data sensitivity. The tabs displayed in Display and Maintain Master Data can be easily customized to meet the customer's requirements. The infotype menus can be defined so that they depend on the user group and reference user group.

3.4.2.1User Group Dependency on Menus and Info Groups Use In this step you define the infotype menus that dependent on the user group (user parameter UGR). If there are no entries for an infotype menu for the user's user group or if the user has not maintained his/her user group, then the infotype menu is determined using the reference user group.

Procedure 1.

Access the activity using one of the following navigation options: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Infotype Menu

2. In the Select Activity dialog box, doublc-click User group dependency on menus and info groups. 3. On the Change View "User Group Dependency on Menus and Info Groups": Overview screen, choose the New Entries button and make the following entries: Field

User Action or Values

Menu

01

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Text

Basic personal data

User-dep

Selected

Reaction



Ref.

99

Menu

02

Text

Contract data

User-dep

Selected

Reaction



Ref.

99

4. Save your entries.

3.4.2.2Infotype Menu Use Commonly used infotypes have been grouped together and two infotype menus have been created in this product. Additional infotype menus can be created and changes to the existing menus can be made to meet the client's requirements.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Infotype Menu

IMG Path

2. In the Select Activity dialog box, double-click Infotype menu. 3. On the Determine Work Area: Entry screen, enter 01 in the Menu field. 4. On the Change View “Infotype Menu”: Overview screen, choose the New Entries buton and make the following entries: User group

No

Infotype

Screen control

Infotype text

99

01

0000

Actions

99

02

0001

Organizational Assignment

99

03

0002

Personal Data

99

04

0006

Addresses

99

05

0009

Bank Details

5. Save your entries. 6. Repeat step 3 and enter 02 in the Menu field. 7. On the Change View “Infotype Menu”: Overview screen, choose the New Entries buton and make the following entries: User group

No

Infotype

99

01

0001

Organizational Assignment

99

02

0002

Personal Data

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User group

No

Infotype

99

06

0007

Screen control

Infotype text Planned Working Time

8. Save your entries.

3.4.3 Determine choice of infotype menus Use In this step, you define the infotype menu choice which appears in a dialog box when Human Resources master data is maintained and displayed.

3.4.3.1User group dependency on menus and info groups Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Determine choice of infotype menus

IMG Path

2. In the Select Activity dialog box, double-click User Group Dependency on Menus and Info Groups. 3. On the Change View “User Group Dependency on Menus and Info Groups”: Overview screen, choose the New Entries button and make the following entries: Menu

Text

User-dep.

01

Personnel Administration

Selected

Reaction

Ref. 00

4. Save your entries.

3.4.3.2Infotype menus Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Determine choice of infotype menus

IMG Path

2. In the Select Activity dialog box, double-click Infotype menus. 3. In the Determine Work Area Entry: dialog box, select 01 for Menu. 4. On the Change View “Dialog Window – Choose Infotype Menus”: Overview screen, choose the New Entries button and make the following entries: User group

No

Menu

Text

00

01

01

Basic personal data

00

02

02

Contract data

5. Save your entries.

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3.4.4 Info Groups Use All actions in this product are user dependent and assigned to reference group. If the UGR parameter has not been maintained in the user defaults, a warning W is output when the user accesses the action.

3.4.4.1User Group Dependency on Menus and Info Groups Procedure 2. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Actions  Define Infogroups

IMG Path

6. In the Select Activity dialog box, double-click User Group Dependency on Menus and Info Groups. 7. On the Change View “User Group Dependency on Menus and Info Groups”: Overview screen, choose the New Entries button and make the following entries: Menu

Text

User-dep.

Reaction

Ref.

10

Hiring

Selected

99

82

Organizational reassignment

Selected

01

84

Leaving

Selected

01

86

Rehiring

Selected

01

8. Save your entries.

3.4.4.2Info Group Use In this product, you can define the sequence of infotypes that are assigned to specific actions. This provides a consistent method of maintaining employee data without having to maintain the infotypes individually.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Actions  Define Infogroups

IMG Path

2. In the Select Activity dialog box, double-click Info group. 3. In the Determine Work Area: Entry dialog box, enter the related infogroup ID and then on the Change View “Info Group”: Overview screen, make the following entries: Infogroup

UG

10 New Hire

99

01 INS

0002

Personal Data

99

02 INS

0001

Organizational Assignment

99

03 INS

0006

Addresses

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Infogroup

UG

IGM No Op

IT

SC Infotype text

Subtype

99

04 INS

0007

Planned Working Time

99

06 INS

0009

Bank Details

82 01 Organizational reassignment

01 COP 0001

01

02 COP 0007

Planned Working Time

01

01 COP 0001

Organizational Assignment

01

02 COP 0007

Planned Working Time

86 Rehiring

Organizational Assignment

4. Save your entries.

3.4.5 Set up Personnel Actions Use You can create the personnel actions used to capture the major events that can occur with an employee.

Procedure 1. Access the activity using one of the following navigation options: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Actions  Set up personnel actions

2. In the Select Activity dialog box, double-click Personnel Action Types. 3. On the Change View “Personnel Action Types”: Overview screen, make the following entries: Field

User Action or Values

Action Type

01

Name of Action Type

Hiring

FC

1

Employment

3

Spec.pymt

1

Check

blank

P

Selected

PA

Selected

EG

Selected

ES

Selected

IG

10

U000

Selected

U302

Selected

Field

User Action or Values

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Action Type

02

Name of Action Type

Organizational reassignment

FC

0

Employment Spec.pymt Check

blank

P

Selected

PA

Selected

EG

Selected

ES

Selected

IG

82

U000

Selected

U302

Selected

Field

User Action or Values

Action Type

10

Name of Action Type

Leaving

FC

0

Employment

0

Spec.pymt

0

Check

MSN20

P

Selected

PA

Selected

EG

Selected

ES

Selected

IG

84

Date control

1

U000

Selected

U302

Selected

Field

User Action or Values

Action Type

12

Name of Action Type

Reentry into company

FC

0

Employment

3

Spec.pymt

1

Check

MSN21

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P

Selected

PA

Selected

EG

Selected

ES

Selected

IG

86

Date control U000

Selected

U302

Selected

4. Save your entries.

3.4.6 Create Reasons for Personnel Actions Use You can determine the reasons for actions.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Actions  Create reasons for personnel actions

IMG Path

2. On the Change View "Reason for Action": Overview screen, make the following entries: Action

Name of Action Type

Act. Reason

01

Hiring

02

Organizational reassignment

10

Leaving

12

Reentry into company

Name of reason for action

3. Save your entries.

3.4.7 Change Action Menu 3.4.7.1Change User Group Dependency on Menus and Info Groups Use The action menu can be defined so that it is dependent on the user group (user parameter "UGR"). If there are no entries in the table for the user's user group, or if the user has not maintained their user group, then a so-called reference user group is determined, which is used to set up the menu.

Procedure 1. Access the activity using one of the following navigation options: IMG Path

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2. In the Select Activity dialog box, double-click User Group Dependency on Menus and Info Groups. 3. On the Change View "User Group Dependency on Menus and Info Groups": Overview screen, choose New Entries button and make the following entries: Field

User Action or Values

Menu

01

Text

Actions

User-dep

Selected

Reaction



Ref.

00

4. Save your entries.

3.4.7.2Change Action Menu Use In this step, you define a menu of actions which appears if the user chooses the function "Personnel actions" in HR master data maintenance.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing Procedures  Actions  Change action menu

IMG Path

2. In the Select Activity dialog box, double-click Action menu. 3. On the Determine Work Area: Entry screen, enter 01 in the Menu field. 4. On the Change View "Action Menu": Overview screen, choose the New Entries button and make the following entries: User group

No

Action

Name of Action Type

00

01

01

Hiring

00

02

02

Organizational reassignment

00

08

10

Leaving

00

09

12

Reentry into company

5. Save your entries.

3.4.8 Change Screen Modifications Use Different entry screens are delivered for some infotypes. Depending on the transaction class ("A" for employee, "B" for applicant) or the country grouping, a different screen can be used. In addition to this, you can also change the characteristics of the individual screen fields: for example, you can define fields as required-entry fields or suppress any fields that are not required. You may want to suppress field attributes in accordance with certain employee control data.

Procedure

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1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing User Interfaces  Change Screen Modifications

IMG Path

2. On the Change View "Infotype Screen Control": Overview screen, choose New Entries and make the following entries: Mod. Pool

Screen

Feature

Variable key

Alt. screen

Next screen

0

0

MP000000

2000

MP000100

2000

P0001

2000

0

MP000200

2000

P0002

2000

0

MP000600

2000

P0006

2000

0

MP000700

2000

P0007

2000

0

MP000900

2000

P0009

2000

0

3. Select each line of modification pool and choose the Details button. On the Change View “Infotype Screen Control”: Details screen, make detailed settings for each modification pool as below: For MP000000: Grp

Field name

Field text

Std RF OF Outp Hide Init

001

P0000-STAT1

Customer-Specific Status

X

002

Q0000-RFPNR

Reference Personnel X Number

003

P0000-STAT3

Special Payment Status

X

004

PSPAR-PLANS

Position

X

005

P0000-MASSN

Action Type

X

006

P0000-MASSG

Reason for Action

X

007

BZPNR

X

For MP000100: Grp

Field name

Field text

Std RF OF Outp Hide Init

001

P0001-BUKRS

Company Code

X

002

P0001-WERKS

Personnel Area

X

003

P0001-KOSTL

Cost Center

004

P0001-PERSG

Employee Group

005

P0001-PERSK

Employee Subgroup X

006

P0001-ORGEH

Organizational Unit

X

007

P0001-PLANS

Position

X

008

P0001-STELL

Job

X

009

P0001-MSTBR

Supervisor Area

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010

P0001-JUPER

Legal Person

X

011

P0001-BTRTL

Personnel Subarea

X

012

P0001-GSBER

Business Area

X

013

P0001-ABKRS

Payroll Area

X

014

P0001-ANSVH

Work Contract

X

015

P0001-VDSK1

Organizational Key

X

016

P0001-SACHP

Administrator for HR X Master Data

017

P0001-SACHZ

Administrator for Time Recording

018

P0001-SACHA

Payroll Administrator X

020

P0001-SBMOD

Administrator Group X

021

PPRHPR-PROZT

Staffing Percentage

X

022

P0001-FISTL

Funds Center

X

023

P0001-GEBER

Fund

X

024

P0001GRANT_NBR

Grant

X

025

P0001-FKBER

Functional Area

X

026

T527X-ORGTX

Short Text of Organizational Uni

X

027

T528T-PLSTX

Position (Short Text) X

028

T513S-STLTX

Job Title

030

PLANS_2ND_TEX T

X

031

STELL_2ND_TEXT

X

032

ORGEH_2ND_TEX T

X

033

MOREPLAN

X

037

P0001BUDGET_PD

038

DUMMY_PLANS

X

X

FM: Budget Period

X X

For MP000200: Grp

Field name

Field text

Std RF OF Outp Hide Init

001

Q0002-ANREX

Form of address text

X

002

P0002-KNZNM

Name Format Indicator for Employ

X

003

P0002-NACHN

Last Name

X

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P0002-NAME2

Name at Birth

X

005

P0002-VORNA

First Name

X

006

P0002-INITS

Initials

X

007

P0002-VORSW

Name Prefix

X

008

P0002-VORS2

Second Name Prefix

X

009

P0002-TITEL

Title

X

010

P0002-TITL2

Second Title

X

011

P0002-NAMZU

Other Title

X

012

P0002-RUFNM

Nickname

X

013

P0002-GBDAT

Date of Birth

014

P0002-NATIO

Nationality

X

015

P0002-GBORT

Birthplace

X

016

P0002-NATI2

Second Nationality

X

016

P0002-NATI3

Third Nationality

017

P0002-GBLND

Country of Birth

X

018

P0002-GBDEP

State

X

019

P0002-SPRSL

Communication Language

X

020

Q0002-FATXT

Marital Status

X

021

P0002-FAMDT

Valid From Date of Current Marit

X

022

P0002-ANZKD

Number of Children

X

023

Q0002-KITXT

Religious Denomination

X

Field name

Field text

Std RF OF Outp Hide Init

001

P0006-NAME2

Contact Name

X

002

P0006-STRAS

Street and House X Number

003

P0006-ORT01

City

X

004

P0006-ORT02

District

X

005

P0006-PSTLZ

Postal Code

X

005

P0006-LAND1

Country Key

006

P0006-TELNR

Telephone Number

X

For MP000600: Grp

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P0006-ENTKM

Distance in Kilometers

X

008

P0006-WKWNG

Company Housing

X

009

P0006-BUSRT

Bus Route

X

010

P0006-LOCAT

2nd Address Line X

011

P0006-STATE

Region (State, X Province, County)

012

P0006-ENTK2

Distance in Kilometers

X

014

P0006-HSNMR

House Number

X

015

P0006-POSTA

Identification of an X apartment i

033

P0006-ANSSA

Address Record Type

X

For MP000700: Grp

Field name

Field text

Std RF OF Outp Hide Init

001

P0007-SCHKZ

Work Schedule Rule

X

002

P0007-ZTERF

Employee Time Management Status

X

003

P0007-EMPCT

Employment percentage

X

004

P0007-TEILK

Indicator PartTime Employee

X

005

P0007-ARBST

Daily Working Hours

X

006

P0007-MINTA

Minimum number X of work hours per

007

P0007-MAXTA

Maximum number X of work hours per

008

P0007-WOSTD

Hours per week

X

009

P0007-MINWO

Minimum weekly working hours

X

010

P0007-MAXWO

Maximum number X of work hours per

011

P0007-MOSTD

Monthly hours

012

P0007-MINMO

Minimum number X of work hours per

013

P0007-MAXMO

Maximum number X of work hours per

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P0007-JRSTD

Annual working hours

X

015

P0007-MINJA

Minimum annual working hours

X

016

P0007-MAXJA

Maximum Number X of Working Hours

017

P0007-WKWDY

Weekly Workdays X

018

P0007-DYSCH

Create Daily Work X Schedule Dynam

019

P0007-KZTIM

Additional indicator for time ma

X

020

P0007-WWEEK

Working week

X

021

BUTTON_WSR_FIND

X

For MP000900: Grp

Field name

Field text

Std RF OF Outp Hide Init

001

Q0009-BKPLZ

Postal Code

X

002

Q0009-BKORT

City

X

003

P0009-ZLSCH

Payment Method X

004

P0009-BANKS

Bank country key X

005

P0009-BANKL

Bank Keys

X

006

P0009-BANKN

Bank account number

X

007

Q0009-EMFTX

Payee Text

X

008

P0009-BETRG

Standard value

X

009

P0009-ANZHL

Standard Percentage

X

010

P0009-WAERS

Payment Currency

X

011

P0009-ZWECK

Purpose of Bank Transfers

X

012

P0009-BKONT

Bank Control Key X

013

P0009-PAYTY

Payroll type

X

014

P0009-PAYID

Payroll Identifier

X

015

P0009-BONDT

Off-cycle payroll payment date

X

016

P0009-OCRSN

Reason for OffCycle Payroll

X

017

Q0009-STRAS

House number and street

X

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018

Q0009-STATE

Region (State, X Province, County)

019

P0009-BKREF

Reference specifications for ban

X

020

P0009-BNKSA

Type of Bank Details Record

X

021

IBAN

023

Q0009-IBAN00

IBAN (International Bank Account

X

024

P0009-BTTYP

PBS Transfer Type

X

025

PROPIBAN

026

BNKA_BF-SWIFT

027

SEPA_MANDATE

X

X SWIFT/BIC for International Paym

X

X

3.4.9 Determine Screen Control for Foreign Address Use In this step you define the entry screens for the address details.

Procedure 1.

Access the activity using the following navigation option: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing User Interfaces  Determine screen control for foreign address

IMG Path

2.

On the Process Feature SSCR: decision tree screen, change feature as described below: Variable Key

F

C

Operations &CSSCR=99,

3.

Choose

3.4.10

to activate the feature.

Customer: Define Field Characteristics

Use In this step, you define the characteristics of infotype fields (as in the SAP: Define Field Characteristics IMG activity). You can define the field characteristics for both customer and SAP infotypes. In the case of SAP infotypes, this overrides the settings in the SAP: Define Field Characteristics IMG activity, provided that SAP permits this.

Procedure 1. Access the activity using one of the following navigation options: © SAP SE

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IMG Path

5. In the Determine Work Area: Entry dialog box, enter 0002 in the Infotype field, press Enter. 6. On the Change View “HR:Field Properties”: Overview screen, make the following entries: Version

Subtype Structure

Field Name

Required Output Entry

Unused

99

P0002

ANRED

99

P0002

CNAME

99

P0002

GBDAT

99

P0002

NATIO

99

P0002

SPRSL

99

P0002

FAMDT

99

P0002

VORS2

99

P0002

VORSW

99

P0002

KONFE

X

99

P0002

NAMZ2

X

99

P0002

GBDEP

X

99

P0002

GBLND

X

X

7. Save your entries.

3.5 Time Management 3.5.1 Group Personnel Subareas for the Daily Work Schedule Use In this step, you assign a personnel area grouping for daily work schedules to a personnel area grouping for work schedules.

Procedure 1. Access the activity using one of the following navigation options: IMG Path

SAP Customizing Implementation Guide  Time Management  Work Schedules  Personnel Subarea Groupings  Group Personnel Subareas for the Daily Work Schedule

2. On the Change View "Assignment of PS Grouping for Work Schedule to Daily WS" screen, choose New Entries and make the following entries: PS Grouping

DWS Grouping

99

99

3. Save your entries.

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3.5.2 Limit Employee Status for Time Management Use In this step, you limit the choice time management status.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Time Management  Time Data Recording and Administration  Limit Employee Status for Time Management

IMG Path

2. On the Change View "Employee Time Management status": Overview screen, add the following value: TM status

Text

0

0 - No time evaluation

3. Save your entries.

3.5.3 Define Daily Work Schedules Use In this step, you define daily work schedules for your enterprise. By entering the planned working time, the system calculates the planned planned hours for one day, taking the break schedule into consideration.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Time Management  Work Schedules  Daily Work Schedule  Define Daily Work Schedules

IMG Path

2. On the Change View "Daily Work Schedule": Overview screen, review the following values: Grpg

Daily work schedule

99 99

Variant

Daily WS text

Start Date

End Date

YB00

OFF

01.01.1900

31.12.9999

YB01

FLEX

01.01.1900

31.12.9999

3. Select each line of the daily work schedule and choose the Details button, on the Change View „Daily Work Schedule“: Details screen, make the following entries for each daily work schedule. Daily WS

Planned working hours

Planned working time

Normal working time

YB00

No planned working hrs.

0

YB01

8,00

1

4. Save your entries.

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3.5.4 Define Period Work Schedules Use In this step, you create period work schedules by specifying the sequence of daily work schedules for a work schedule for one or more weeks.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Time Management  Work Schedules  Period Work Schedules  Define Period Work Schedules

IMG Path

2. On the Change View "Period Work Schedule": Overview screen, choose the New Entries button and enter the following values: DWS grouping

PWS

Period WS text

Week

01

02

03

04

05

06

07

99

YB00

Flextime

001

YB01

YB01

YB01

YB01

YB01

YB00

YB00

3. Save your entries.

3.5.5 Define Selection Rules Use In this step, you set rules according to the public holiday class to specify which day types should be assigned to public holidays on weekdays and public holidays on weekends.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Time Management  Work Schedules  Day Types  Define Selection Rules

IMG Path

2. On the Change View "Definition Rules for Day Types": Overview screen, make the following entries: Rule

D.ty.wkdy.

D.typ.Sat.

D.typ.Sun.

01 3. Save your entries.

3.5.6 Define Employee Subgroup Groupings Use In this step, you group several employee subgroups into one group.

Procedure 1. Access the activity using one of the following navigation options: IMG Path

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2. On the Select Activity screen, double-click Define Employee Subgroup Grouping. 3. On the Change View "Text for Workschedule Grouping": Overview screen, make the following entries: ES grpg

ES grouping for WS

2

Salaried employees

4. Save your entries.

3.5.7 Set Work Schedule Rules and Work Schedules Use In this step, you define the work schedule rules that are assigned to employees in the Planned Working Time infotype (0007). The employee subgroup and personnel subarea groupings for work schedules and the public holiday calendar are taken into account.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Time Management  Work Schedules  Work Schedule Rules and Work Schedules  Set Work Schedule Rules and Work Schedules

IMG Path

2. On the Change View "Work Schedule Rule”: Details screen, make the following entries: ES gro upin g

Hol. cal. ID

2

PS grou ping

WS rule

Start Date

End Date

Period work schedule

Ref. date for PWS

Start point in PWS

Rule for day types

99

YB00

01.01.1900

31.12.9999

YB00

01.01.1990

001

01

Daily working hours

Monthly working hours

Weekly working hours

Annual working hours

Weekly workdays

Addnl monthly hours

3. Save your entries.

3.5.8 Set Default Value for the Work Schedule Use In this step, you define your default work schedule according to the employee's organizational assignment.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

PE03

IMG Path

SAP Customizing Implementation Guide  Time Management  Work Schedules  Planned Working Time  Set Default Value for the Work Schedule

2. On the Edit Feature SCHKZ: Decision Tree screen, change feature as described below:

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Variable Key

F

C

Operations &SCHKZ=YB00,

3. Choose

to activate the feature.

3.5.9 Set Which Hour Fields Are Entry Fields Use When the system creates a Planned Working Time record (infotype 0007), the prerequisite is that the employee works full-time. The working hours per day, week, and year - on which the work schedule rule is based - are transferred to the infotype record. When you maintain the infotype, you can overwrite one of these values (that is, number of hours). The system can then calculate all remaining hours’ fields by comparing your entry to the number of hours defined originally. You can use feature WRKHR to determine which of the four hours fields should be ready for input. You can base this on the employee's organizational assignment.

Procedure 1. Access the activity using the following navigation option: Transaction Code

PE03

IMG Path

SAP Customizing Implementation Guide  Time Management  Work Schedules  Planned Working Time  Set Which Hour Fields Are Entry Fields

2. On the Edit Feature WRKHR: Decision Tree screen, change feature as described below: Variable Key

F

C

Operations &WRKHR=W/X,

3. Choose

to activate the feature.

3.6 Data Privacy Activate Applications for Veto Check Procedure 1. Access the activity using one of the following navigation options: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Tools  Data Privacy  Data Destruction  Block Data Destruction (Veto)  Activate Applications for Veto Check

2. On the Change View " PA Veto: Target System for Applications and Activation”: screen, make the following entries: Application

Text

ApplActive

SHCM

X

3. Save your entries.

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3.7 Maintain Number Range Intervals for Personnel Numbers (Cloud only) Use In this step, you define the external numer range which is needed for clould only.

Procedure 1. Access the activity using one of the following navigation options: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Basic Settings  Maintain number range intervals for personnel numbers

Transaction Code

PA04

2. On the Personnel Administration Number Ranges screen, choose the Change Intervals button. 3. On the Maintain Intervals: Human resources screen, adapt the intervals based on the following values: No.

From Number

To Number

01

00000001

99999999

Current Number

External Select

4. Save your entries.

3.8 Determine defaults for number ranges (Cloud only) Use In this step, you define your default payroll area.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

PE03

IMG Path

SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Basic Settings  Determine defaults for number ranges

2. On the Edit Feature NUMKR: Decision Tree screen, change feature as described below: Variable Key

F

C

Operations &NUMKR=01,

3. Choose

to activate the feature.

3.9 Customer: Define Field Characteristics IT0006 (Cloud only) Procedure 1. Access the activity using one of the following navigation options:

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IMG Path

2. In the Determine Work Area: Entry dialog box, enter 0006 in the Infotype field, press Enter. 3. On the Change View “HR:Field Properties”: Overview screen, make the following entries: Version

Subtype Structure

Field Name

P0006

99

Required Output Entry

ORT01

3.10 Data Privacy (Cloud only) Use In this step, you enter the infotypes that are to automatically logged when a change is made (Deletion, change, insertion).

HR documents: Infotypes to be logged Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Tools  Data Privacy  Logging  Set up change document

IMG Path

2. In the Select Activity dialog box, double-click HR documents: Infotypes to be logged. 3. On the Change View "HR Documents: Infotypes To Be Logged”: Overview screen, make the following entries: Tr.Class

Infotype

Infotype text

A

0000

Actions

A

0001

Organizational Assignment

A

0002

Personal Data

A

0006

Addresses

A

0007

Planned Working Time

A

0009

Bank Details

A

0031

Internal Data

A

0105

Communication

A

0315

Time Sheet Defaults

A

3406

4. Save your entries.

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Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Tools  Data Privacy  Logging  Set up change document

IMG Path

2. In the Select Activity dialog box, double-click HR documents: Field group definition. 3. On the Change View "HR Documents: Field Group Defintion”: Overview screen, make the following entries: Infotype

Infotype text

Field grp

Field Name

0000

Actions

01

*

0001

Organizational Assignment

01

*

0002

Personal Data

01

*

0006

Addresses

01

*

0007

Planned Working Time

01

*

0009

Bank Details

01

*

0032

Internal Data

01

*

0105

Communication

01

*

0315

Time Sheet Defaults

01

*

01

*

3406

A/L

5. Save your entries.

HR documents: Field group characteristics Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Tools  Data Privacy  Logging  Set up change document

IMG Path

2. In the Select Activity dialog box, double-click HR documents: Field group characteristics. 3. On the Change View " HR documents: Field group characteristics”: Overview screen, make the following entries: Tr.Class

Infotype

Infotype text

DocFieldGr

Doc.type

A

0000

Actions

01

L

A

0001

Organizational Assignment

01

L

A

0002

Personal Data

01

L

A

0006

Addresses

01

L

A

0007

Planned Working Time

01

L

A

0009

Bank Details

01

L

A

0032

Internal Data

01

L

A

0105

Communication

01

L

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Tr.Class

Infotype

Infotype text

DocFieldGr

Doc.type

A

0315

Time Sheet Defaults

01

L

A

3406

01

L

SupFldGr.

6. Save your entries.

3.11 Define Business Partner Integration (Cloud only) Procedure 1. Access the activity using the following navigation option: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Additional Settings for S/4HANA Cloud  Define Business Partner Integration

1. On the Change View “BP Integration Swtiches for S4C”: Overview screen, make the following entries: SemID

Value sem.abbr.

HRAC Activate BP Integration (Main Switch)

X

PBPON Activate Employee / BP Integration

ON

2. Choose Save (Crtl+S).

3.12 Set up Transport Connection (On Premise only) Use In this step, you specify which type of transport connection you wish to use to transport personnel planning objects from the customizing client. The standard setting is to not transport organizational objects or infotypes as these are considered to be master data.

Procedure 3. Access the activity using the following navigation option: IMG Path

SAP Customizing Implementation Guide  Personnel Management  Organizational Management  Transport  Set Up Transport Connection

2. On the Change View “Set up PD Transport Connection”: Overview screen update Value abbr of the following data: Group TRSP

Sem.abbr. CORR

Value abbr. X

Description Transport Switch (X = No Transport)

4. Choose Save (Crtl+S).

3.13 Synchronization of Business Partner for SAP

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Human Capital Management – Base Settings Common (1IM): Configuration Guide

HCM Employee Role (On Premise only) Use You can use this procedure to synchronize the business partners for the HCM employee role. This synchronization is a mandatory activity for S/4HANA to make sure the follow-up activities and the CDS views work.

Procedure 1. Access the activity using the following navigation option: Transaction Code

SM30

2. On the Maintain Table Views: Initial Screen enter 'T77S0' in Table/View and choose Maintain. 3. On the Change View "System Table": Overview screen, choose Position to find the entries below. Update Value abbr of the following data: Group HRALX

Sem.abbr. PBPON

Value abbr.

Description

OFF

4. Choose Save.

3.14 Deactivate Additional Actions Infotype (0302) (On Premise only) Procedure 1. Access the activity using the following navigation option: Transaction Code

SM30

2. On the Maintain Table Views: Initial Screen enter 'T77S0' in Table/View and choose Maintain. 3. On the Change View "System Table": Overview screen, choose Position to find the entries below. Update Value abbr of the following data: Group ADMIN

Sem.abbr.

Value abbr.

EVSUP

Description Additional Actions

4. Choose Save.

3.15 Use Decoubled and Not Decoupled IT Framework (On Premise) Use In this step you set whether not active infotype frameworks use the decoupled and the not decoupled infotype framework together.

Procedure 1. Access the activity using one of the following navigation options: IMG Path

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SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Customizing

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Human Capital Management – Base Settings Common (1IM): Configuration Guide

SAP Best Practices

Procedures  Infotypes  Infotypes in Detached Infotype Framework  Use Decoupled and Not Decoupled IT Framework 2. On the Change View ““: Overview screen, make the following entries: Group

Sem.abbr.

Value abbr.

Description

CCURE

PC_UI

X

PC UI Main Switch

3. Save your entries.

3.16 Use of IBAN in Personnel Management (On Premise only) Use Here you can yctivate the IBAN functionality for the personnel administration.

Procedure 1. Access the activity using one of the following navigation options: SAP Customizing Implementation Guide  Personnel Management  Personnel Administration  Interfaces and Integration  Use of IBAN in Personnel Management

IMG Path

2. On the Change View “HR: Switch for IBAN Functionality”: Overview screen update Value abbr of the following data: Group

Sem.abbr.

Value abbr.

Description

ADMIN

IBAN

S

PC UI Main Switch

3. Save your entries.

4 Manual Build Steps Some settings cannot automatically be transported between systems or clients. In these cases, you either transport the settings manually, if possible, or make the settings in the target system or client. The following table lists the configuration activities where automatic transport is not possible. Refer to the details and sequence in the sections above. Configuration activity

Manual transport possible

Manual action in target system / client required

Maintain Number Range Intervals for Personnel Numbers (Cloud only)

No

Yes

Remarks

We recommend that you plan especially for doing these manual build steps and rehearse the sequence in advance, if possible well before cut over.

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