1 of 12
CONTENTS
1. TRANSFER POST...................................................................................................2 2. MAINTAIN INFOTYPES......................................................................................11 3. VERSION CONTROL...........................................................................................12
2 of 12
1. TRANSFER POST 1.A PROCEDURE PURPOSE 1.B PROCESS DESCRIPTION
Human Resources > Personnel Management > Administration > HR Master Data > Personnel Actions. Human Resources > Personnel Admin > HR Master Data > Personnel Actions.
Complete the date field.
3 of 12 1.B.1 IT0000: Actions
Enter reason code Make sure new post number is entered
1.B.2 IT0001: Organisational Assignment
No changes should be required to this infotype. <Save>. A popup will appear as follows:
4 of 12
You should only create a vacancy if you know that for the post which is to be vacated: • the funding for the post has been agreed; • the position is to be immediately advertised; and • the new post is an exact replica of the existing one. Generally, these conditions will NOT apply. When in doubt, select . 1.B.3 IT9202: Source of Funding
Enter the Source of funding details relating to the new post. Note: A warning message will appear if the source of funding across posts is > 100%. You will need to go back after the event is completed and delimit the Source of Funding infotype relating to the previous post. <Save>.
5 of 12 1.B.4 IT9002: Contract Details
Post number needs to be amended Change HESA primary employment function and percentages if required
Make any necessary changes to contractual arrangements and <Save>. 1.B.5 IT0614: HESA Master Data This infotype will only be presented for completion if the new post is HESA returnable. Depending on whether the previous post was also returnable, the infotype may be copied or created.
6 of 12 Check for consistency of data. If none of the information has changed, then this infotype can be skipped provided that this is labelled . Completion of the HESA related infotypes depends on the staff category (Job). The cateogories are: • • • • • • • • • • • • •
1 Managers 2A Academic Professionals 2B NonAcademic Professionals 3A Lab,Eng,Building,IT,Med techs inc nurses 3B Welfare,Careers,Personnel,Planning etc. 3C Arts,Media,PR,Mkting,Sports Instr 4A LibAsst,Clerks,Gen Admin Assistants 4B Secretary,Typist,Reception,Telephones 5 Chef,Garden,Elec&Constr,Fitters,Printers 6 Caretaker,Warden,Sports,Nursery,Care 7 Retail and customer service 8 Drivers,Maint Suprvs,Plant Operatives 9 Clean,Cater,Security,Porters,Maintenance
If in doubt, open up a new session. Use transaction PO13. Check the relationship (B007) that the post has with job. OR Call MIS. Complete the fields as follows: 1. Prev. UK Inst ID. A dropdown list is provided to facilitate this process. 2. Staff ID. This is the HESA Staff ID. If an employee has been returned to HESA previously from another institution, that institution may need to be contacted for the number. Only staff in HESA categories 1 to 3 will take their HESA numbers with them. For other categories, or where the member of staff has not been returned to HESA previously, use the button to apply a number. 3. Date Entered. This is the employee’s Continuous Service Date. For the New Starter event this will be defaulted for you. This field must be completed for all staff. 4. Previous Employment. For HESA categories 1 to 3, select from dropdown list available, otherwise use ‘XX’. If it appears that 2 codes may be applicable, use the one nearest to ‘01’. 5. Professional Qualification Held. Select from dropdown list. Options are that a professional qualification is held / is not held / not known.
7 of 12 6. The remaining fields apply to HESA Staff in category 2A only. The information needs to be maintained, but details may need to be obtained from previous institution. 1.B.6 IT0918: HESA Academic Qualifications
This screen should be checked. If the screen is a then the fields should be completed as detailed. If however the screen is a and no new qualifications have been aquired, the screen may be skipped. The following fields should be completed: 1. Qualification type: (Optional). Available from dropdown list. Please let MIS know if the qualification you require is not in place 2. Educational Institution. Optional. From dropdown list. If the Educational Institution is not in Great Britain, please contact MIS. We have taken the decision that nonUK institutions will only be added as required. 3. Academic qualification. For HESA categories 1 to 3, select from dropdown list. If this is the highest qualification available for this individual, check the box marked ‘Highest Qual.’ as shown. For all other categories of staff ‘XX’ should be used. If it appears that more than one qualification may be applicable, use the code nearest to ‘01’.
8 of 12 4. Academic discipline. For HESA categories 1 to 3, use the dropdown list to assign the academic discipline(s). Make sure that you use one of the 4 digit new codes. Otherwise leave blank. 1.B.7 IT0615: HE Contract Data
If the new position is an extension of the previous contract, select the <Extension of Previous contract> button as indicated. Check and confirm the Time % fields shown. The information here has been defaulted through from IT9002. If there is an error in this screen, you can manually overwrite the information, but you should go back and amend the information in the IT9002 record also. Add the Cost Centre Assignment. The default value from the new organisational unit is shown for you to copy.
9 of 12 1.B.8 IT9201: Full Time Equivalent
This should be completed as per New Starter Event. 1.B.9 IT0007: Planned Working Time
The information in this infotype is defaulted in. Check entries and <Save>.
10 of 12 1.B.10 IT0008: Basic Pay
Complete the entries relating to the new post. Don’t forget to assign a suitable next increment date. <Save> the changes.
11 of 12
2. MAINTAIN INFOTYPES It is also possible to maintain infotypes on an individual basis. From SAP Standard Menu: Human Resources > Personnel Management > Administration > HR Master Data > Maintain From User Menu: Human Resources > Personnel Admin > HR Master Data > Maintain. Transaction: PA30
Either choose the relevant infotype from the lists in the menu tabs, or enter the infotype number in the box. Select overview: An overview screen is displayed showing all records for that employee valid within the period selected on the front screen (or every record if not selection dates are entered.) The particular record required can then be selected and maintained as required.
12 of 12
3. VERSION CONTROL Version Author 1.0 SAP HR Team
Date 30.11.1998
2.0
Sue Lee
01.05.2003
3.0
Sue Lee
31.01.2004
Reason for Change Initial Sign Off Document. Original document named SP New Starter.doc Updated for 4.6B. Document renamed to Process 2.3 Employment Change (4.6B).doc in line with other process documentation. Updated also for HESA Screens. Updated for Enterprise upgrade