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SAP HR Configuration



 LearnSAP
   5101 Camden Lane, Pearland, TX 77584
Table of Contents

I.      SAP Logon

II.     Over view of HCM

III.    Over view of Enterprise Structure

IV.     Overview of Personnel Structure

V.      Overview of Organizational Structure

VI.     Enterprise Structure

        1. Define Company

        2. Define Company Code

        3. Assign Company Code to Company

        4. Define Personnel Area

        5. Assign Personnel Area to Company Code

        6. Define Personnel Subarea

VII.    Personnel Structure

        7. Define Employee Group

        8. Define Employee Subgroup

        9. Assign Employee Subgroup to Employee Group

        10. Define Employee Attributes

VIII.   Organizational Management

        11. Overview of Organizational Management

        12. Organization and Staffing

           a. Create Organizational Unit

           b. Create and Assign Position to Organizational Unit

           c. Create Job and Assign to the Position

           d. Creating Task(Job/Position/Person)

        13. Expert Mode
a. Organizational Unit

        14. Simple Maintenance

IX.     Organizational Assignment

        15. Define Administrator

X.      Overview of Features

        16. Define Administrator Group (Feature PINCH)

XI.     Integration between Organizational Management and Personnel Administration

                a. Activate Integration (PLOGI ORGA)

XII.    Hire an Employee

        17. Overview of Info Type

        18. Personnel Action

        19. Step to hire an Employee



XIII.   Time Management

        20. Group Personnel Subarea for the Work Schedule

        21. Group Personnel Subarea for the Daily Work Schedule

        22. Define Break Schedule

        23. Define Rules for variants

        24. Define Daily Work Schedule

        25. Define Period Work Schedule

        26. Define Employee Subgroup Grouping

        27. Define Groupings for the Public Holiday Calendar

        28. Set Work Schedule Rules and Work Schedules

        29. Assign your work schedule rule for SCHKZ

        30. Hire an Employee

XIV.    Payroll Configuration

        31. Employee Subgroup Grouping for Personnel Calculation Rule ( PCR) and Collective
            Agreement Provision (CAP)
32. Check Pay Scale Type

      33. Check Pay Scale Area

      34. Check Assignment of Pay Scale Structure to Enterprise Structure

      35. Determine Default for Pay Scale Data (TARIF)

      36. Revise Pay Scale Groups and Levels

      37. Create Wage Type Catalog

      38. Check Wage Type Group  Basic Pay

      39. Check Wage Type Text

      40. Check Entry Permissibility per Info Type

      41. Employee Subgroups for Primary Wage Type

      42. Personnel Subarea for Primary Wage Type

      43. Define Wage Type Permissibility for each PS and ESG

      44. Check Wage Type Characteristics

      45. Revise Pay Scale Groups and Levels

      46. Revise Default Wage Type

      47. Enterprise structure to wage type model - LGMST

      48. Create Payroll Area

      49. Check default payroll area  ABKRS

XV.   Prerequisite of Payroll Run

      50. Overview of Payroll Run

      51. Period Parameter

      52. Date modifier

      53. Check Payroll Area

      54. Generate Payroll period

      55. Create Control record

      56. Hire an Employee
XVI.    Payroll Run

        57. Simulation

        58. Release for Payroll

        59. Start Payroll

        60. Check Result

        61. Corrections

        62. Exit Payroll

        63. Hire Employees

XVII.   Reporting

        64. Identify a Person in your Organizational Structure

        65. Display job index report for the particular job

        66. Identify and display tasks assigned to your positions

        67. Evaluate vacant position in your organizational structure

        68. Display your Organizational Plan Graphically

        69. HIS  Human Resources Information
Introduction
SAP stands for Systems, Applications and Products in Data Processing. Five German Engineers founded
it in 1972. SAP is an ERP software which large organizations use to manage their business. SAP has
several modules, each of which represents a business-process. Modules are usually abbreviated for the
business process they represent. For instance, HR is Human Resources, FI for Financial Accounting and
SD is Sales & Distribution and so on. All together there are some nineteen modules.

These modules are highly integrated in real-time, which means, that if information is shared between
modules then the data is entered only once. This reduces the chances of error arising from repetitive
entry and also reduces the man-hours. Managers and decision makers always have information at their
fingertips and this helps then in effective decision making.

SAP has been around for over three decades. Nine out of ten Fortune-500 companies have already
implemented SAP (not counting the thousands of to-be Fortune-500 companies that have SAP). There
are well over 10 million SAP users worldwide and jobs keep popping up all around the world.

SAP is the leading ERP (Enterprise Resource Planning) software. Because of its liberal open-
architecture, there are millions of programmers working around the world to provide interaction between
thousands of major software and SAP.

SAP is usually implemented in phases. The first phase is when organizational structure and accounting
components are configured, tested and then taken live. Gradually more modules are turned on.


HCM Course
The purpose of this book is to learn step-by-step general configuration methods for the HCM module. The
course is built on menu path navigation of the Implementation Guide (IMG) and the application area.


LearnSAP
LearnSAP strives to help students develop SAP skills and knowledge needed to complete in the
employment market and adapt to future changes. The training course combines classroom theory of SAP
technology with hands-on practice.

LearnSAP strives to evolve with the marketplace, delivering skills-based education that is sensitive to
market needs and convenient to students. Our goal is to help people develop into employees who are
equipped to meet the challenges of a marketplace where change is the one constant.
I.   SAP Logon

SAP Logon
Client = 800
Username = <your user name>
Password = <password>
Click on Enter




          System Messages pops up, check the enter
You come to the SAP initial screen. You can see the SAP menu divisions of SAP modules,
Office, Logistics, Accounting, Human Resources, Information Systems and tools. Each of these
modules are further divided into sub-modules and most of the work that we will be doing during
the course will be within Accounting or the IMG (Implementation Guide). And within Accounting
majority of training will be in Financial Accounting and Controlling.




Note that after each step, you can use the Back Button   to quickly return to the IMG menu
screen.
1. Reaching the IMG

   The setting or customizing of SAP is done via the IMG (Implementation Guide). The route to
   reach the SAP Reference IMG will be as follows:

   Menu Path : SAP Mail Screen -> Tools -> Customizing -> IMG -> Edit Project
Click on the SAP Reference IMG button




You will then see the IMG Menu Screen
II. Overview of Human Resource Structure

A Human Resources Management System enables you to set up organizational hierarchies and
employee relationships and then store and administer employee data in the system.

The structures of an enterprise are subdivided into organizational structures, based on an
organizational plan, and administrative structures, based on the enterprise and personnel structures.


There are three types of Human Resource structure :

1. Enterprise Structure

2. Personnel Structure

3. Organizational Structure



We assign all three structure in info type 0001(Organization Assignment)
Information on the organizational assignment of employees is of great importance for authorization
checks, for the entry of additional data, and for Time Management and Payroll Accounting.


Enterprise Structure: Company code, personnel area, and personnel subarea

Personnel Structure: Employee group, employee subgroup, payroll accounting area

Organizational Structure: Organizational units, jobs, and positions
III. Overview of the Enterprise Structure




                                                    Company




 Company code                                     Company code                                            Company code
    ABC                                              XYZ                                                     EFG




Personnel Area A         Personnel Area B               Personnel Area C               Personnel Area D




                                                                           Personnel
                                            Personnel
                                                                           Subarea T
                                            Subarea S




   The Enterprise Structure for Personnel Administration is made up of the following elements:

   Client:                           An independent legal and organizational unit of the system.

   Company Code:                     An independent company with its own accounting unit; a
                                     company that draws up its own balance sheet.

    Personnel Area:                  A specific entity for Personnel Administration; a subdivision of
                                     the company code.

   Personnel Subarea:                A subdivision of the Personnel Area.
IV. Overview of Personnel Structure




                                                Employee Group




       Employee                                    Employee                                    Employee
      Subgroup A                                  Subgroup B                                  Subgroup C




   The Personnel Structure is made up of the following elements:

   Employee Group:                Used to classify employees into general groups for processing of
                                  pay, time, and benefits.

   Employee Subgroup:             A subdivision of the employee group. This allows further
                                  distinguishing of employees according to specific traits.
V. Overview of the Organization Structure

Organizational Structure is divided in two division

1. Organization Plan
2. Administrator


Organization Plan: You create your organizational plan using organizational units and positions. An
organizational plan is a comprehensive and dynamic model of the structural and personnel
environment in your enterprise, which you can evaluate at any time.



Administrator: You can enter three different administrators: one for personnel administration, one for
time management, and one for payroll.


Examples of use:

The Personnel administrator monitor of personnel task.

 The Time administrator, this would ensure that the time administrator only creates a list of his/her
 employees.

 The Payroll administrator, You can print the administrator on the remuneration statement so that
 employees know who to contact in case of queries.
VI. Enterprise Structure :

   The Enterprise Structure for Personnel Administration is made up of the following
   elements:

   Company:                       An independent legal and organizational unit of the system.

   Company Code:                  An independent company with its own accounting unit; a
                                  company that draws up its own balance sheet.

   Personnel Area:                 A specific entity for Personnel Administration; a subdivision of
                                  the company code.

   Personnel Subarea:             A subdivision of the Personnel Area.



 1. Define Company : A Company is generally used in the legal consolidation module to roll up
     financial statements of several company codes.

   Menu Path: SAP Referance IMG->Enterprise Structure->Definition->Financial Accounting-
   >Define Company




   Double Click on it.
Give the Company Name and Address.




Press save      button.




Press create request.
Give Short description.




Press save       button.




Note: We need to create this request once when you save first time in user ID.

Press enter.
2. Company Code : A company code is representative of a stand-alone legal entity that
   requires its own set of accounting records for reporting purposes.

 Menu Path: SAP Reference IMG -> Enterprise Structure -> Definition->Financial
 Accounting -> Define, copy, delete, check Company Code.




 Double click on it.

 Give Company Code identifier and additional data.
Press save   button.
Give all the additional detail for the Company Code.




Press Enter.




Press enter.
3. Assign a Company-Code to a Company


 All objects defined are independently floating objects unless tied together in a relationship. By
 assigning Company-Code to the company we define the relationship.

 Menu Path: SAP Reference IMG -> Enterprise Structure ->Assignment->Financial
 Accounting-> Assign Company code to Company
Double click on it.




Click on Position.




Give your Company Code.




Press enter.
Drop down
                                                push button




Using drop down push button find your Company
Press save button.




Press enter.
4. Personnel Area: The personnel area is an organizational unit that represents a specific
   area of the enterprise and is organized according to aspects of personnel, time management
   and payroll. A personnel area is divided into several personnel subareas.

 Menu Path: SAP Reference IMG->Enterprise Structure->Definition->Human Resources
 Management-> Personnel Areas




 Double Click on it.
Double click on Personnel Areas.

Give four digit identifier for your Personnel Area and additional information.




Press save button.
Give all the details about Personnel Area.
Press enter.
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Sap hr1

  • 1. SAP HR Configuration LearnSAP 5101 Camden Lane, Pearland, TX 77584
  • 2. Table of Contents I. SAP Logon II. Over view of HCM III. Over view of Enterprise Structure IV. Overview of Personnel Structure V. Overview of Organizational Structure VI. Enterprise Structure 1. Define Company 2. Define Company Code 3. Assign Company Code to Company 4. Define Personnel Area 5. Assign Personnel Area to Company Code 6. Define Personnel Subarea VII. Personnel Structure 7. Define Employee Group 8. Define Employee Subgroup 9. Assign Employee Subgroup to Employee Group 10. Define Employee Attributes VIII. Organizational Management 11. Overview of Organizational Management 12. Organization and Staffing a. Create Organizational Unit b. Create and Assign Position to Organizational Unit c. Create Job and Assign to the Position d. Creating Task(Job/Position/Person) 13. Expert Mode
  • 3. a. Organizational Unit 14. Simple Maintenance IX. Organizational Assignment 15. Define Administrator X. Overview of Features 16. Define Administrator Group (Feature PINCH) XI. Integration between Organizational Management and Personnel Administration a. Activate Integration (PLOGI ORGA) XII. Hire an Employee 17. Overview of Info Type 18. Personnel Action 19. Step to hire an Employee XIII. Time Management 20. Group Personnel Subarea for the Work Schedule 21. Group Personnel Subarea for the Daily Work Schedule 22. Define Break Schedule 23. Define Rules for variants 24. Define Daily Work Schedule 25. Define Period Work Schedule 26. Define Employee Subgroup Grouping 27. Define Groupings for the Public Holiday Calendar 28. Set Work Schedule Rules and Work Schedules 29. Assign your work schedule rule for SCHKZ 30. Hire an Employee XIV. Payroll Configuration 31. Employee Subgroup Grouping for Personnel Calculation Rule ( PCR) and Collective Agreement Provision (CAP)
  • 4. 32. Check Pay Scale Type 33. Check Pay Scale Area 34. Check Assignment of Pay Scale Structure to Enterprise Structure 35. Determine Default for Pay Scale Data (TARIF) 36. Revise Pay Scale Groups and Levels 37. Create Wage Type Catalog 38. Check Wage Type Group Basic Pay 39. Check Wage Type Text 40. Check Entry Permissibility per Info Type 41. Employee Subgroups for Primary Wage Type 42. Personnel Subarea for Primary Wage Type 43. Define Wage Type Permissibility for each PS and ESG 44. Check Wage Type Characteristics 45. Revise Pay Scale Groups and Levels 46. Revise Default Wage Type 47. Enterprise structure to wage type model - LGMST 48. Create Payroll Area 49. Check default payroll area ABKRS XV. Prerequisite of Payroll Run 50. Overview of Payroll Run 51. Period Parameter 52. Date modifier 53. Check Payroll Area 54. Generate Payroll period 55. Create Control record 56. Hire an Employee
  • 5. XVI. Payroll Run 57. Simulation 58. Release for Payroll 59. Start Payroll 60. Check Result 61. Corrections 62. Exit Payroll 63. Hire Employees XVII. Reporting 64. Identify a Person in your Organizational Structure 65. Display job index report for the particular job 66. Identify and display tasks assigned to your positions 67. Evaluate vacant position in your organizational structure 68. Display your Organizational Plan Graphically 69. HIS Human Resources Information
  • 6. Introduction SAP stands for Systems, Applications and Products in Data Processing. Five German Engineers founded it in 1972. SAP is an ERP software which large organizations use to manage their business. SAP has several modules, each of which represents a business-process. Modules are usually abbreviated for the business process they represent. For instance, HR is Human Resources, FI for Financial Accounting and SD is Sales & Distribution and so on. All together there are some nineteen modules. These modules are highly integrated in real-time, which means, that if information is shared between modules then the data is entered only once. This reduces the chances of error arising from repetitive entry and also reduces the man-hours. Managers and decision makers always have information at their fingertips and this helps then in effective decision making. SAP has been around for over three decades. Nine out of ten Fortune-500 companies have already implemented SAP (not counting the thousands of to-be Fortune-500 companies that have SAP). There are well over 10 million SAP users worldwide and jobs keep popping up all around the world. SAP is the leading ERP (Enterprise Resource Planning) software. Because of its liberal open- architecture, there are millions of programmers working around the world to provide interaction between thousands of major software and SAP. SAP is usually implemented in phases. The first phase is when organizational structure and accounting components are configured, tested and then taken live. Gradually more modules are turned on. HCM Course The purpose of this book is to learn step-by-step general configuration methods for the HCM module. The course is built on menu path navigation of the Implementation Guide (IMG) and the application area. LearnSAP LearnSAP strives to help students develop SAP skills and knowledge needed to complete in the employment market and adapt to future changes. The training course combines classroom theory of SAP technology with hands-on practice. LearnSAP strives to evolve with the marketplace, delivering skills-based education that is sensitive to market needs and convenient to students. Our goal is to help people develop into employees who are equipped to meet the challenges of a marketplace where change is the one constant.
  • 7. I. SAP Logon SAP Logon Client = 800 Username = <your user name> Password = <password> Click on Enter System Messages pops up, check the enter
  • 8. You come to the SAP initial screen. You can see the SAP menu divisions of SAP modules, Office, Logistics, Accounting, Human Resources, Information Systems and tools. Each of these modules are further divided into sub-modules and most of the work that we will be doing during the course will be within Accounting or the IMG (Implementation Guide). And within Accounting majority of training will be in Financial Accounting and Controlling. Note that after each step, you can use the Back Button to quickly return to the IMG menu screen.
  • 9. 1. Reaching the IMG The setting or customizing of SAP is done via the IMG (Implementation Guide). The route to reach the SAP Reference IMG will be as follows: Menu Path : SAP Mail Screen -> Tools -> Customizing -> IMG -> Edit Project
  • 10. Click on the SAP Reference IMG button You will then see the IMG Menu Screen
  • 11. II. Overview of Human Resource Structure A Human Resources Management System enables you to set up organizational hierarchies and employee relationships and then store and administer employee data in the system. The structures of an enterprise are subdivided into organizational structures, based on an organizational plan, and administrative structures, based on the enterprise and personnel structures. There are three types of Human Resource structure : 1. Enterprise Structure 2. Personnel Structure 3. Organizational Structure We assign all three structure in info type 0001(Organization Assignment)
  • 12. Information on the organizational assignment of employees is of great importance for authorization checks, for the entry of additional data, and for Time Management and Payroll Accounting. Enterprise Structure: Company code, personnel area, and personnel subarea Personnel Structure: Employee group, employee subgroup, payroll accounting area Organizational Structure: Organizational units, jobs, and positions
  • 13. III. Overview of the Enterprise Structure Company Company code Company code Company code ABC XYZ EFG Personnel Area A Personnel Area B Personnel Area C Personnel Area D Personnel Personnel Subarea T Subarea S The Enterprise Structure for Personnel Administration is made up of the following elements: Client: An independent legal and organizational unit of the system. Company Code: An independent company with its own accounting unit; a company that draws up its own balance sheet. Personnel Area: A specific entity for Personnel Administration; a subdivision of the company code. Personnel Subarea: A subdivision of the Personnel Area.
  • 14. IV. Overview of Personnel Structure Employee Group Employee Employee Employee Subgroup A Subgroup B Subgroup C The Personnel Structure is made up of the following elements: Employee Group: Used to classify employees into general groups for processing of pay, time, and benefits. Employee Subgroup: A subdivision of the employee group. This allows further distinguishing of employees according to specific traits.
  • 15. V. Overview of the Organization Structure Organizational Structure is divided in two division 1. Organization Plan 2. Administrator Organization Plan: You create your organizational plan using organizational units and positions. An organizational plan is a comprehensive and dynamic model of the structural and personnel environment in your enterprise, which you can evaluate at any time. Administrator: You can enter three different administrators: one for personnel administration, one for time management, and one for payroll. Examples of use: The Personnel administrator monitor of personnel task. The Time administrator, this would ensure that the time administrator only creates a list of his/her employees. The Payroll administrator, You can print the administrator on the remuneration statement so that employees know who to contact in case of queries.
  • 16. VI. Enterprise Structure : The Enterprise Structure for Personnel Administration is made up of the following elements: Company: An independent legal and organizational unit of the system. Company Code: An independent company with its own accounting unit; a company that draws up its own balance sheet. Personnel Area: A specific entity for Personnel Administration; a subdivision of the company code. Personnel Subarea: A subdivision of the Personnel Area. 1. Define Company : A Company is generally used in the legal consolidation module to roll up financial statements of several company codes. Menu Path: SAP Referance IMG->Enterprise Structure->Definition->Financial Accounting- >Define Company Double Click on it.
  • 17. Give the Company Name and Address. Press save button. Press create request.
  • 18. Give Short description. Press save button. Note: We need to create this request once when you save first time in user ID. Press enter.
  • 19. 2. Company Code : A company code is representative of a stand-alone legal entity that requires its own set of accounting records for reporting purposes. Menu Path: SAP Reference IMG -> Enterprise Structure -> Definition->Financial Accounting -> Define, copy, delete, check Company Code. Double click on it. Give Company Code identifier and additional data.
  • 20. Press save button.
  • 21. Give all the additional detail for the Company Code. Press Enter. Press enter.
  • 22. 3. Assign a Company-Code to a Company All objects defined are independently floating objects unless tied together in a relationship. By assigning Company-Code to the company we define the relationship. Menu Path: SAP Reference IMG -> Enterprise Structure ->Assignment->Financial Accounting-> Assign Company code to Company
  • 23. Double click on it. Click on Position. Give your Company Code. Press enter.
  • 24. Drop down push button Using drop down push button find your Company
  • 26. 4. Personnel Area: The personnel area is an organizational unit that represents a specific area of the enterprise and is organized according to aspects of personnel, time management and payroll. A personnel area is divided into several personnel subareas. Menu Path: SAP Reference IMG->Enterprise Structure->Definition->Human Resources Management-> Personnel Areas Double Click on it.
  • 27. Double click on Personnel Areas. Give four digit identifier for your Personnel Area and additional information. Press save button.
  • 28. Give all the details about Personnel Area.