Personnel Administration Training Manual

191 Pages·2016·5.71 MB·English

PROJECT ITQAN
ITQAN SAP Human Capital Management

(SAP HCM)
SAP Human Capital Management
Personnel Administration
(SAP HCM)

Training Manual
Contents
1. INTRODUCTION ......................................................................................................................................... 1
2. TRAINING OBJECTIVES ............................................................................................................................... 1
2.1. TARGET AUDIENCE ...................................................................................................................................... 1
2.2. RELATED BUSINESS PROCESS ...................................................................................................................... 1
2.3. PROCEDURES EXECUTION ........................................................................................................................... 2
3. SAP HCM STRUCTURE ................................................................................................................................ 3
3.1. ENTERPRISE STRUCTURE.................................................................................................................................... 3
3.2. PERSONNEL STRUCTURE: ................................................................................................................................... 3
4. EMPLOYEE ACTIONS .................................................................................................................................. 4
4.1. HIRING ........................................................................................................................................................ 4
4.2. ENDING EMPLOYMENT ............................................................................................................................. 54
4.3. REHIRING .................................................................................................................................................. 60
4.4. PROBATION PERIOD EVALUATION ..................................................................................................................... 75
4.5. TRANSFER ................................................................................................................................................. 79
4.6. PROMOTION ............................................................................................................................................. 94
4.7. DISCIPLINARY ACTION ............................................................................................................................. 105
4.8. EMPLOYEE SUSPENSION ......................................................................................................................... 118
4.9. ACTIVATE SUSPENDED EMPLOYEE .......................................................................................................... 124
4.10. LEAVE OF ABSENCE ................................................................................................................................. 130
4.11. ANNUAL LEAVE/TICKET REIMBURSEMENT ............................................................................................. 136
4.12. LEAVE DUE TO OCCUPATIONAL HAZARD ................................................................................................ 146
4.13. RETURN FROM OCCUPATIONAL HAZZARD ............................................................................................. 158
4.14. RETURN FROM LEAVE OF ABSENCE ........................................................................................................ 164
4.15. ACTING AS ............................................................................................................................................... 169
4.16. ENDING ACTING AS ................................................................................................................................. 176
5. SAP STANDARD REPORTS ....................................................................................................................... 180
5.1. EMPLOYEE LIST ........................................................................................................................................... 180
5.2. FLEXIBLE EMPLOYEE DATA ............................................................................................................................. 183
5.3. HEADCOUNT CHANGES ................................................................................................................................. 186

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1. INTRODUCTION
SAP Human Resources (HR) management system solution is one of the largest
modules in the SAP R/3 system which enables the effective management of information
about the people within an organization and integrates this information within external
system and SAP’s modules. We define an organization as an individual enterprise that
works with sub departments like HR, Marketing, Finance, R&D etc. For any organization
employees or Human Resources are considered the most powerful resource. So to
maintain the employee related data we require one system which ensures accuracy and
consistent within the organization.
The basic task of Human Resource Management is to produce the organizational
hierarchies, relationships between employees and to allow effective storage and
administration of employee data. Now from the Organization Management perspective,
companies can model a business hierarchy, the relationships of employees to various
business units and the reporting structure among employees.
2. TRAINING OBJECTIVES
Upon completion of this course, process users will be familiar and know the following activities:
 Hiring Employee
 Performing Employee Actions
 Maintenance of Master Data

2.1. TARGET AUDIENCE
Key/process users of Personnel Administration

2.2. RELATED BUSINESS PROCESS
Personnel Administration
Personnel Administration module will facilitate HR in maintaining employee data in the system.
Relevant Info types

Info type
Number Info type Text
(Standard)
0000 Actions
0001 Organizational Assignment
0002 Personal Data
0006 Addresses
0007 Planned Working Time
0008 Basic Pay

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0009 Bank Details
0014 Recurring Payments & Deductions
0015 Additional Payments
0016 Contract Elements
0021 Family Members/Dependents
0022 Education
0023 Other/Previous Employers
0024 Qualification
0040 Objects on Loan
0105 Communication
0185 Personal IDs
2001 Absences
2006 Absence Quotas
3251 Social Insurance AE
3252 Social Insurance SA

2.3. PROCEDURES EXECUTION

Tips and Tricks
 Use CHECK mark or press ENTER key to refresh screen.

 Save [Ctrl +S]: allow you to save the data added or changed.

 Back [F3]: allow you to go back to the previous screen.

 Cancel [Shift + F2]: allow you to cancel the current action being performed.

 Exit [Shift + F3]: allow you to return to the main menu.

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3. SAP HCM structure
3.1. Enterprise Structure
• CLIENT:
The client is the highest level in the SAP System hierarchy. Specifications that you make or data
that you enter at this level are valid for all company codes and for all other organizational
structures. You therefore only need to make these specifications or enter this data once, this
ensures that the data is consistent.
• COMPANY CODE:
A Company is an Organization Unit is used to consolidate the Financial Statement. Create
consolidated form of Financial Statement. Company codes are decided in FI-CO Module. HR
module will not define any company code but will assign personnel areas to the related
company codes.
• PERSONNEL AREAS:
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. Note that the personnel subareas contain the
business characteristics.
• PERSONNEL SUBAREAS:
The personnel subarea is an organizational unit that represents a specific area of the company
organized according to certain aspects of personnel, time management, and payroll. The
following business subtasks belong to the personnel subarea:
 Defining pay scale and wage type structure
 Defining planned working hours
 Defining appraisal criteria
3.2. Personnel Structure:
The Personnel Structure consists of Employee Group and Employee Subgroups.
• EMPLOYEE GROUP:
The employee groups are formed on the basis of employment status of an employee within the
company.
• EMPLOYEE SUBGROUPS:
Personnel calculation rule (control whether an employee’s remuneration is calculated on a
monthly or hourly basis)

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4. Employee Actions

4.1. HIRING
SCENARIO
This personnel action will be executed when an employee is being hired directly at AWQAF without being
entered in the system as an applicant.
PROCESS DETAILS

PROCESS HCM_PA_001
Human resources  Personnel Management  Administration  HR
MENU PATH
Master Data  Personnel Actions
TRANSACTION
PA40
CODE

PROCEDURE

Step Action
1. PA40 is now entered in the Transaction box.

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Step Action
2. Select Hiring action.

Step Action
Click Execute .
3.
You can also press F8.

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Step Action
4. Enter Start date .

Step Action
5. Click Input Help Reason for Action .

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Step Action
6. Double-click on Fill New Position.

Step Action
Click Save .
7.

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Step Action
8. Click on Input Help Subarea .

Step Action
9. Select Subarea 0001 (Qassim).

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