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Chapter 3 Time Managers Workplace Transactions

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Page 1: Time Managers Workplace Transactions - ERP Database€¦ · Time Managers Workplace Time Managers Workplace Transactions Learner Guide Time Manager’s Workplace The SAP Time Manager’s

Chapter

3 Time Managers Workplace Transactions

Page 2: Time Managers Workplace Transactions - ERP Database€¦ · Time Managers Workplace Time Managers Workplace Transactions Learner Guide Time Manager’s Workplace The SAP Time Manager’s
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Time Managers Workplace

Learner Guide Time Managers Workplace Transactions

Course Map The course map will provide you with a high level overview of where you are at the beginning of every chapter.

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Time Managers Workplace

Time Managers Workplace Transactions Learner Guide

Time Manager’s Workplace The SAP Time Manager’s Workplace is a Time Management tool that provides an integrated user interface to maintain time data.

Overview All time data can be entered, corrected, and completed on one screen

Time administrators automatically see a list of the employees for whom they are responsible without making any selections manually.

There are various views (such as the multi-day, multi-person, and one-day view) available for the Time Administrators to maintain this time data

The actual screen layouts and scope of functions displayed in the Time Managers Workplace (TMW) has been customised to reflect Prasa relevant information

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TIME MANAGER’S WORKPLACE – SCREEN NAVIGATION The purpose of this transaction is to access the Time Manager’s Workplace.

Overview

Ensure that the SAP Easy Access screen is displayed.

Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path

OR

in the

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Enter transaction code PTMW Command field and click on the button. Enter

The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance

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Time Managers Workplace

This screen is divided into the following 3 main areas:

11.. The Calendar Area for selecting the period in which time data maintenance must be done.

Time Managers Workplace Transactions Learner Guide

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22.. The Employee Selection Area for selecting one or more assigned Employees whose time data must be displayed or maintained.

Take Note

33.. The Time Data Maintenance Area to display the details of the selected Employee/s.

The Calendar Area Calendar Area

You can use the calendar in the Time Manager’s Workplace to select the time period for which you want to process or display time data. When you use the calendar, you can also enter data for the entire period at the same time.

Overview

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Learner Guide Time Managers Workplace Transactions

Term/Concept Description

The current month, current week date is normally selected with Today’s date in bold. Date

Click on the Scroll buttons to select the previous or future month.

Selecting a month

Click on the Month Header to select the whole month.

Selecting a Date

Click on a specific date or highlight a period to select it.

The Employee Selection Area Employee Selection Area

The system displays only those Employees who are assigned to the profiles of the individual Time Administrators. A Time Administrator selects an Employee from the Employee list to maintain or display their time data.

Overview

If required, and provided he or she has the required authorization, the time administrator can add more Employees and Employee groups to their Employee list.

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Term/Concept Description

The names of the Employees whose Time Data can be displayed/maintained are displayed in this area. These Employees are linked to a relevant Time Administrator in the Organisational Assignment (IT0001) Infotype.

Employees

Double click on the name of another Employee, to display their Time Data in the Time Data Maintenance Area.

Selecting an Employee

The name of the Employee whose Time Data is displayed in the Time Data Maintenance Area is highlighted.

Selected Employee

Click on the top name, press and hold down SHIFT on the keyboard, click on the bottom name on the list and click on the

Selecting multiple

Employees button to copy the names of all the persons to the Time Data Maintenance Area.

Selecting a Date

Click to select a specific date or highlight a period to select it.

The names of the Employees assigned to the Line Manager or Time Administrator are displayed. Click on the Employee List button and select one of the following options to add additional Employees:

Persons in organisational units Selection via Time Administrators

Maintain your own Employee lists

Temporally add Employees

Refresh Employee list

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The Time Data Maintenance Area

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The Time Data Maintenance function was designed for Time Administrators to enter, correct, and complete time data for the Employees assigned to them.

Time Data Maintenance Area

Overview

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Time Managers Workplace Transactions Learner Guide

Term/Concept Description

The top row displays the relevant system messages. System Messages

Click on the Dropdown List button next to the Employee Data section to display:

Contact Persons Employee Data

Master Data

Time Accounts

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Employee Data Click on the Expand or Collapse buttons to display or hide the Employee Data section.

This section displays the relevant Master Data information of the selected Employee.

Master Data

This section displays the relevant Paid Leave Balances of the selected Employee.

Paid Leave Balances

This section displays the Other Leave Balances of the selected Employee.

Other Leave Balances

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The Calendar Time Data view Calendar Time Data

The monthly calendar is a color graphic layout of one Employee’s time data over one calendar month or for an individually selected period of several weeks. It enables you to quickly classify an Employee’s several-day, whole-day, and partial-day time information for each day.

Overview

The monthly calendar is particularly useful for entering and processing time data if you want a quick overview of an Employee’s time entries. As time entries are displayed in different colors, this view is an ideal initial view for Time Administrators to search for and quickly find a specific time entry.

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Term/Concept Description

Time Data for the specified period can be displayed in a Calendar, Time Data or Time Events view.

Time Data view

The Calendar view has the following Date display options:

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Calendar tab A Daily view

A Weekly view

A Monthly view

A Yearly view

The following maintenance options are used:

Create a new Time Record

Delete an incorrect Time Record Time Data

Maintenance options

Display the details of a Time Record

Copy a selected Time Record

Cut a selected Time Record

Paste a selected Time Record

Select a date and click on a maintenance option to create a new time record or change an existing time event that is different to the planned working time. The Detail section is displayed where the relevant Time ID can be selected.

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The Time Data view Time Data

In the Time Data page, you can administrate all Time Management infotypes that are supported by the Time Manager’s Workplace.

Overview

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Term/Concept Description

Click on the Expand button to expand or collapse a day’s view.

Show/hide

Weekday Abbreviation of the day of the week.

Date Relevant date.

ID Time data ID code.

ID Text Text relating to the ID code.

Start Starting time.

End Ending time.

Duration Number of hours.

All normal working times which display from the employee’s Planned Working Time Infotype (IT0007) will default in as “unconfirmed” (the box will be unchecked)

Confirm

The following maintenance options are used:

Display the details of a Time Record

Time Data Maintenance

options

Create a new Time Record

Delete an incorrect Time Record

Cut a selected Time Record

Copy a selected Time Record

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You are now able to:

Access and navigate in the Time Manager’s Workplace

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Consolidation

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CREATE AN ABSENCE RECORD FOR AN EMPLOYEE

The purpose of this transaction is to maintain a selected Employee’s Absence Time Data.

Overview Use Absences to record the following situations, for example:

Leave

Doctor’s appointments

Illness

Ensure that the SAP Easy Access screen is displayed.

Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path

OR

in the

Chapter 3 • Page 14

Enter transaction code PTMW Command field and click on the button. Enter

The Time Data Maintenance Multi-day view (Employee) screen is displayed.

Time Data Maintenance

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Complete the following instructions:

Button/Field Description Instruction

Employee Selection Area Double click to select the relevant Employee.

Time Data Maintenance

AreaHighlight the row with the relevant Date or click on the date on the Calendar.

Click on the Create button.

The Time Data Maintenance Multi-day view (Selected Employee) screen is displayed. Time Data

Maintenance

The Detail screen area opens for the selected date.

Take Note

Complete the following instructions:

Button/Field Description Instruction

Click on the Possible Entries button to display a list of possible entries.

ID

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The ID dialog box is displayed. ID dialog box

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Complete the following instructions:

Button/Field Description Instruction

ID text Click on the relevant Absence ID.

Click on the Copy button.

Time Data

The Time Data Maintenance Multi day view screen is displayed. Maintenance

The defaulted date for the selected absence is one day. The end date can be changed if the selected absence is longer than one day.

Take Note

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Complete the following instructions:

Button/Field Description Instruction

Change the Second Date if the relevant absence is longer than one day. Date

Click on the Enter button to check and verify the entries.

Time Data The Time Data Maintenance Multi-day view screen is displayed. Maintenance

The following tabs are displayed:

The Absence Times tab displays the Absence Type

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The Comment tab where comments with regards to the relevant absence, can be entered

Take Note

Complete the following instructions: Button/Field Description Instruction

Click on the Save button.

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The Time Data Maintenance Multi-day view screen is displayed.

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Chapter 3 • Page 19

Data was saved.

You are now able to:

Create an absence record for an Employee in the Time Manager’s Workplace

CHANGE AN ABSENCE RECORD The purpose of this transaction is to change an existing time record. The following changes can be made to an absence record:

Select another time ID

Change the date of the record

Changes made to the record must be saved.

Time Data Maintenance

System Result

Consolidation

Overview

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Ensure that the SAP Easy Access screen is displayed.

Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path

OR

in the

Time Managers Workplace Transactions Learner Guide

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Enter transaction code PTMW Command field and click on the button. Enter

Time Data The Time Data Maintenance Multi-day view screen is displayed. Maintenance Multi-day view

Complete the following instructions:

Button/Field Description Instruction

Employee Selection Area Double click to select the relevant Person.

Time Data Maintenance

AreaClick to select the relevant Date with the Time Record that must be changed.

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The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view

Complete the following instructions:

Button/Field Description

Click on the Select button to select the record. Instruction

The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view

You can either click on the Detail button to open the Detail screen area to change the record, or you can use the method demonstrated below.

Take Note

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Complete the following instructions:

Button/Field Description Instruction

Click on the Possible Entries button to display a list of possible entries.

The ID screen is displayed. ID

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Complete the following instructions:

Button/Field Description Instruction

ID Click on the relevant ID.

Click on the Copy button.

The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view

Complete the following instructions:

Button/Field Description Instruction

Click on the Enter button to update the fields.

Click on the Save button.

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The Time Data Maintenance Multi-day view screen is displayed.

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Data was saved.

You are now able to:

Change an Absence record

Time Data Maintenance Multi-day view

System Result

Consolidation

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DELETE AN ABSENCE RECORD The purpose of this transaction is to delete a Time record that was created in error. This transaction must be used with caution and only when a record is created in error. When a record is deleted, all history is lost.

Overview

Ensure that the SAP Easy Access screen is displayed.

Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path

OR

in the

Chapter 3 • Page 25

Enter transaction code PTMW Command field and click on the button. Enter

The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view

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Complete the following instructions:

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Button/Field Description Instruction

Employee Selection Area Double click to select the relevant Employee.

Click to select the relevant Date where the incorrect Time Record is located. Calendar

Click on the Select button to select the relevant record.

The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view

Complete the following instructions:

Button/Field Description Instruction

Click on the Delete button.

The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance Multi-day view

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The entry has been deleted

System Result

Complete the following instructions:

Button/Field Description Instruction

Click on the Enter button to check and verify the entries.

Click on the Save button.

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The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance

Data was saved.

System Result

You are now able to:

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Delete an Incorrect Absence record Consolidation

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CREATE AN ATTENDANCE RECORD FOR AN EMPLOYEE - OVERTIME The purpose of this transaction is to maintain a selected Employee’s Attendance Time Data where there is an exception, that is, there is a variation from the employee’s planned working time.

Overview

Create Attendances to record the following situations, for example:

Overtime

Ensure that the SAP Easy Access screen is displayed.

Select Human Resources → Time Management → Administration → PTMW – Time Manager’s WorkplaceMenu Path

OR

in the

Chapter 3 • Page 29

Enter transaction code PTMW Command field and click on the button. Enter

The Time Data Maintenance Multi-day view (Employee) screen is displayed.

Time Data Maintenance

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Complete the following instructions:

Button/Field Description Instruction

Employee Selection Area Double click to select the relevant Employee.

Calendar Click on the relevant date on the Calendar.

Click on the Expand button on the Time Maintenance Data Area.

The Time Data Maintenance Multi-day view (Selected Employee) screen is displayed. Time Data

Maintenance

The Detail screen area opens for the selected date.

Take Note Complete the following instructions:

Button/Field Description Instruction

Click on the Create button.

Click on the Possible Entries button to display a list of possible entries.

ID

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The ID dialog box is displayed. ID dialog box

Complete the following instructions:

Button/Field Description Instruction

ID text Click on the relevant Attendance ID.

Click on the Copy button.

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Time Data The Time Data Maintenance Multi day view screen is displayed. Maintenance

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Complete the following instructions:

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Chapter 3 • Page 33

Button/Field Description

Click on the Copy button.

The Time Data Maintenance Multi day view screen is displayed.

Instruction

Time Data Maintenance

The Attendance Times tab appears for entry of attendance hours.

Take Note

Complete the following instructions:

Button/Field Description Instruction

Start Time Enter the Start and End times of the attendance

Click on the Enter button to check and verify the entries.

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The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance

The attendance appears on the Time Data tab for that date:

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Take Note Complete the following instructions:

Button/Field Description Instruction

Click on the Save button.

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The Time Data Maintenance Multi-day view screen is displayed. Time Data Maintenance

Data was saved.

System Result

You are now able to:

Create an attendance record for an Employee in the Time Manager’s Workplace

Consolidation

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Learner Guide Time Managers Workplace Transactions

Chapter 3 • Page 35