tm config guide zurich 06302009

Zurich Time Configuration Guide

Time Management Configuration Document -

Switzerland

Content

Time Management: Configuration Guide........................................................................................4

1 Purpose................................................................................................................................... 4

1.1 Cross Refernces............................................................................................................4

2 Configuration........................................................................................................................... 4

2.1 General HCM-Customizing Settings..............................................................................4

2.1.1 Enterprise Structure..................................................................................................4

2.1.1.1 Employee Subgroups.......................................................................................5

2.1.1.2 Assign Employee Subgroup to Employee Group..............................................5

2.1.2 HCM Time Management...........................................................................................6

2.1.2.1 Public Holiday Calendar....................................................................................6

2.1.2.2 Group Personnel Subareas for the Work Schedule..........................................7

2.1.2.3 Daily Work Schedule........................................................................................8

2.1.2.4 Define Period Work Schedules.......................................................................11

2.1.2.5 Define Employee Subgroup Groupings...........................................................12

2.1.2.6 Set Work Schedule Rules and Work Schedules.............................................12

2.1.2.7 Generate Work Schedules Manually..............................................................14

2.1.2.8 Group Personnel Subareas for Attendances and Absences...........................14

2.1.2.9 Define Absence Types....................................................................................15

2.1.2.10 Determine Entry Screens and Time Constraint Classes.................................16

2.1.2.11 Define Counting Classes for the Period Work Schedules...............................17

2.1.2.12 Group Employee Subgroup for Time Quotas..................................................18

2.1.2.13 Group Personnel Subareas for Time Quotas..................................................20

2.1.2.14 Define Rules for Rounding Counted Absences...............................................21

2.1.2.15 Define Counting Rules....................................................................................21

2.1.2.16 Deduction Rules for Absence Quotas.............................................................22

2.1.2.17 Assign Counting Rules to Absence Types......................................................23

2.1.2.18 Define Attendance Types................................................................................23



2.1.2.21 Define Counting Rules....................................................................................26

2.1.2.22 Assign Counting Rules to Att. Type 2001(Actual Hours Worked)...................27

2.1.2.23 Managing Time Accounts Using Attendance/Absence Quotas.......................28



© SAP AG of 59

2.1.2.26 Time Quota Types..........................................................................................30

2.1.2.27 Calculating Absence Entitlements..................................................................31

2.1.2.28 Rules for Generating Absence Quotas...........................................................32

2.1.2.29 Set Base Entitlements.....................................................................................33

2.1.2.30 Determine Validity and Deduction Periods......................................................35

2.1.2.31 Define Generation Rules for Quota Type Selection........................................36

2.1.2.32 Define Deduction Rules for Absence and Attendance Quotas........................40

2.1.2.33 Assign Deduction Rules to Counting Rules....................................................41

2.1.2.34 Cross Application Time Sheet (CATS)............................................................43

2.1.2.34.1 Set up Data Entry Profiles.......................................................................43

2.1.2.34.2 Define Field Selection (Z99_PRF1, Z99_PRF2, Z99_PRF3)..................48

2.1.2.34.3 Select Allowed Absence Types...............................................................49

2.1.2.34.4 Approval Views........................................................................................49

2.1.2.35 Time Evaluation..............................................................................................50

2.1.2.36 Time Evaluation Settings................................................................................51

2.1.2.37 Define Time Types..........................................................................................53

2.1.2.38 Time Evaluation Without Clock Times............................................................53

2.1.2.39 Determine Processing Type/Time Type Class for Attendance........................54

2.1.2.40 Assign Processing Type and Time Type.........................................................55

2.1.2.41 Time Wage Type Selection and Overtime Compensation..............................56

2.1.2.42 Processing Balances......................................................................................57

2.1.2.43 Define Specifications for Transfer to Absence Quotas....................................58

2.1.2.44 Schema ZG99.................................................................................................59

2.1.2.45 Personnel Calculation Rules...........................................................................59

2.1.2.46 Payroll Constant Table....................................................................................60

2.1.2.47 Time Statement..............................................................................................61

© SAP AG of 59

Time Management: Configuration Guide

1 PurposeThe document describes configuration of Time Management objects to keep records of Time master data for employees under Swiss Re, Zurich.

1.1 Cross Refernces

Document type

Document Name Location

Business Blueprint

Business Blueprint - Switzerland_04052009.pdf

W:\GEIS-EMEA\GLOBAL HR\HR Transformation\00 Global HR System GHRS\03 Phase 3\015 Time Mgmt\04 HR TM Blueprint

2 Configuration

2.1 General HCM-Customizing Settings

2.1.1 Enterprise Structure

The enterprise structure for HCM was created:

Personnel area

Personnel area text

Personnel sub area

Pers. sub area text

Company code

Company name

0014 Zurich 0001 SR Employees

1027 SR Guest Services AG


1079 Pension Fund SR Company


1026 Swiss Reinsurance Comp

0016 Zurich 0007 BoD 1026 Swiss Reinsurance Comp

0016 Zurich 9000 Externals 1026 Swiss Reinsurance Comp

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2.1.1.1 Employee Subgroups

UseThe employee subgroup represents a subdivision of the employee group. These definitions are what constitute the Personnel Structure.

Procedure

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

Transaction Code

SPRO

IMG Menu Enterprise Structure Definition Human Resources Management Employee Subgroups

2. On the Choose Activity screen, select the Define employee subgroup activity. On the Change View ”Employee subgroup”: Overview screen, create the following entry:

Employee subgroup Name of EE subgroup

A1 Executive Committee

2.1.1.2 Assign Employee Subgroup to Employee Group

Use

In this step, you assign your employee subgroups to their respective employee groups. In addition to this, you determine whether the employee group/employee subgroup combinations are allowed for the country groupings.

Procedure


Transaction Code

SPRO

IMG Menu Enterprise Structure Assignment Human Resources Management Assign employee subgroup to employee group

2. On the Change View ”Country Assignment for Employee Group / Subgroup”: Overview screen, create the following entry:

Employee group

Employee subgroup

Country grouping

Name of HR country grouping

Allowed

1 A1 02 Switzerland X

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Important note: The value for country grouping must be set according to the country you localize.

2.1.2 HCM Time Management

2.1.2.1 Public Holiday Calendar

UseIn this step, you create public holiday calendars and factory calendars if necessary by each country.

ProcedureTransaction Code

SPRO

IMG Access path

Time Management > Work Schedules > Define Public Holiday Classes

There is only one Holiday Calendar for all CH (Zurich) entities.

The days defined belong to holiday classes 1 and 2.

Holiday Class 1: Full day public holiday

Holiday Class 2: Half day public holiday

There are 12 days defined for Zurich. Holiday Calendar cannot be generated automatically as the holidays are tend to change.

New Year's Day

Berchtold's Day

Good Friday

Easter Monday

Sechseläuten (Apr.) Fest.

Labor Day

Ascension

Whit Monday

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Confederation Day

Knabenschiessen (Sep) Festival

Christmas Day

St. Stephens Day

2.1.2.2 Group Personnel Subareas for the Work Schedule

UseIn this step, you group your personnel areas and personnel subareas for work schedules for your country.

ProcedureTransaction Code SPRO

IMG Access path Time Management > Work Schedules > Personnel Subarea Groupings > Group Personnel Subareas for the Work Schedule

See table below: Personnel Subarea Grouping for the Work Schedule

PSG for Zurich: 50

2.1.2.3 Daily Work Schedule

Use

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In this step, you define daily work schedules for your enterprise, by entering the planned working time. The system calculates the planned hours for one day, taking the break schedule into consideration if applicable.

Procedure

1. Access the activity using the following navigation options:

Transaction Code SPRO

IMG Menu Time Management à Work Schedules à Daily Work Schedules à Define Daily Work Schedules

2. Make the following entries:

DWS grouping

Daily work sched.

DWS text Variant Planned working hours

DWS Selection Rule

Plnd working time

Daily WS class

Automatic

Overtime

50 2003 20% PT3 4.00 20 9:00 – 13:00

1 X

50 2003 20% PT3 E 3.80 9:00 – 12:48

1

50 2003 20% PT3 F 2.00 9:00 – 11:00

1

The work schedule shown above is ONLY an example. There are about 340 daily work schedules that are currently valid. All Work Schedules created under DWS grouping 50 are applicable for Zurich. Each valid daily work schedule will have 2 variants.

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1st Variant: Reduced work time of 1 hour on a day before public holiday for a full time employees. This will be prorated for part-time employees.

Explanation: Today is full working day, tomorrow is a full day holiday, and the holiday falls between M-F, apply variant as shown in below example .

2nd Variant: 1/2 day public holiday on the day of Zurich festivals.

Explanation: If today is a 1/2 day public holiday and tomorrow is any day and the holidays falls on monday, apply variant as shown in below example.

Since part-time employees have various daily work schedules, we have created variant rules for each valid daily work schedules to reflect the above 2 variants.

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Important note 1: The values for PS grouping and DWS grouping should be equivalent. If you choose different values for PS grouping and DWS grouping, you need to match this new combination of values in IMG Group Personnel Subareas for the Daily Work Schedule.

Important note 2: ADP naming convention has to be followed while creating any new Daily Work schedules. ADP team should be communicated of any new daily work

schedules that are created in HCMS to keep both the systems in Sync.

2.1.2.4 Define Period Work Schedules

UseIn 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



IMG Menu Time Management à Work Schedules à Period Work Schedules à Define Period Work Schedules


The screenshot shown above are ONLY some of the Period Work Schedules that have been created for Zurich. There are about 136 valid PWS for Zurich.

Complete list can be viewed by sorting the table by DWS grouping 50.

Important note: ADP naming convention has to be followed while creating any new Period Work Schedules. ADP team should be communicated of any new PWS that are

created in HCMS to keep both the systems in Sync.

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2.1.2.5 Define Employee Subgroup Groupings

UseThe employee subgroup grouping for work schedules allows you to group several employee subgroups and base their work schedules on the same rules.

Procedure



IMG Menu Time Management à Work Schedules à Work Schedule Rules and Work Schedulesà Define Employee Subgroup Groupings

2. Group Employee Subgroups for Work Schedules

Country grouping 02

Make the following entry:

Currently the ESG (Employee Subgroup Grouping) for Work Schedules has been defined as 2 for all groups of employees under Zurich.

2.1.2.6 Set Work Schedule Rules and Work Schedules

UseIn this step, the work schedule rules that are assigned to employees in the Planned Working Time info type (0007) are defined. The employee subgroup and personnel sub area groupings for work schedules and the public holiday calendar are taken into account.

Procedure



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IMG Menu Time Management à Work Schedules à Work Schedule Rules and Work Schedules à Set Work Schedule Rules and Work Schedules


The screenshot shown above is ONLY for one of the Work Schedule Rule that have been created for Zurich. There are about 136 valid Work Schedule Rules for Zurich.

Complete list can be viewed by sorting the table by the following.

Employee Subgroup: 1 or 2

Holiday Calendar: CH

PSG: 50

Important note: ADP naming convention has to be followed while creating any new Work Schedule Rule. ADP team should be communicated of any new Work Schedule

Rules that are created in HCMS to keep both the systems in Sync.

2.1.2.7 Generate Work Schedules Manually

UseIn this step, the work schedule rules are generated for the specified duartion.

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Procedure1. Access the activity using one of the following navigation options:


IMG Menu Time Management Work Schedules Work Schedule Rules and Work Schedules Generate Work Schedules Manually

Below is a screenshot that shows an example with the selection parameters to generate a Work Schedule Manually.

Each Work Schedule has to be generated for the ESG 1 and 2. The period of the rule can be specified as required. Suggested not to generate more than 3- 5 years in future.

Important note: The values for ES grouping, Holiday calendar, PS grouping and Work schedule rule must be valid.

2.1.2.8 Group Personnel Subareas for Attendances and Absences

UseIn this step, you group your personnel areas and personnel subareas for attendance and absence types


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absence Absence Catalog Group PersonelSubareas for

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Attendances and Absences

2. Make the following entry:

Personnel area Personnel subarea PS grouping

0014 0001 50

0015 0001 50

0016 0001 50

0016 0007 50

0016 9000 50

2.1.2.9 Define Absence Types

UseIn this step, the absence type 0800 for a personnel subarea grouping 10 for attendance/absence types is defined. It also describes how to determine the system reaction to attendances recorded for a day or a period when the employee has time off.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Define Absence Types

PSG A/A Type

A/A Type Text Start date End date Maximum duration

50 1000 Vacation (Annual Leave)

01/01/1990 12/31/9999 999

50 2000 Illness 01/01/1990 12/31/9999 999

50 2100 Accident 01/01/1990 12/31/9999 999

50 2200 Maternity Leave 01/01/1990 12/31/9999 999

50 2210 Paternity Leave 01/01/1990 12/31/9999 999

50 2220 Adoption 01/01/1990 12/31/9999 999

50 2230 Activity - expert/speaker

01/01/1990 12/31/9999 999

50 2240 Military Service 01/01/1990 12/31/9999 999

50 2250 Public duties 01/01/1990 12/31/9999 999

50 2260 Paid Leave (Empl Related)

01/01/1990 12/31/9999 999

50 2270 Paid Leave (Fmly 01/01/1990 12/31/9999 999

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Related)

50 2280 Agreed regular day off 01/01/1990 12/31/9999 999

50 2290 Social service work 01/01/1990 12/31/9999 999

50 3000 Unpaid Leave 01/01/1990 12/31/9999 999

50 4000 Time Compensation 01/01/1990 12/31/9999 999

2. Proper Values for Absence: Input check

First day is day off W Minimum duration

Last day is day off W Maximum duration 999

Non-working period W Unit

Second date required

2.1.2.10 Determine Entry Screens and Time Constraint Classes

UseUse the data entry screen number for an absence to determine which screen (entry screen) is used to enter, display and maintain a record of this particular absence type. The time constraint class controls the system reaction if a new record in the Absences infotype (2001) overlaps with existing time infotype records.

ProcedureAccess the activity using one of the following navigation options:

Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absence Types Absence Catalog Determine Entry Screens and Time Constraint Classes

Proper Values for Absence: General Settings

Screen Number 2001

Time Const. Class 1

Att./Absence Indicator A

Absence grpg 2

At./Absence Class 1

Availability

Check End Date

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2.1.2.11 Define Counting Classes for the Period Work Schedules

UseIn this step, you define counting classes for your period work schedules, which are used to valuate attendances and absences.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Define Counting Classes for the Period Work Schedule


GRP Period WS

Description Start Date End Date Counting Class

50 1P01 20% 1 day schedule

01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1


01/01/1990 12/31/9999 1

50 1P0A 80% 5 day schedule

01/01/1990 12/31/9999 1

50 1P0B 80% 5 day schedule

01/01/1990 12/31/9999 1

50 1P0C 80% 5 day schedule

01/01/1990 12/31/9999 1

50 1P0D 80% 5 day schedule

01/01/1990 12/31/9999 1

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50 1P0E 80% 7 day schedule

01/01/1990 12/31/9999 1

50 1P0F 85% 4 day schedule

01/01/1990 12/31/9999 1

50 1P0G 85% 5 day schedule

01/01/1990 12/31/9999 1

Counting class for PWS shown above is ONLY an example. This table should be filled for all the valid PWS that have been created. Below is a screenshot for the same.

Note: The counting class for PWS created for Zurich is 1. For complete list, please sort this table by Grouping 50.

2.1.2.12 Group Employee Subgroup for Time Quotas

UseIn this step, you group your employee subgroups for time quota types.

Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.

Procedure


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Rules for Attendance Counting (New) Group Employee Subgroups for Time Quotas

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2. Group Employee Subgroups for Time Quotas

3. Country grouping 02 – Switzerland


EE GRP

Name of employee grp

Employee subgroup

Name of EE subgroup

ESG Time quota types

1 Salary Reg Full Time


2


A2 Executive Board 2


B1 Executive 1


B2 Expert 1


C1 Sr Professional-D 1


C2 Sr Professional-SVP

1


D1 Adv Professional 1


E1 Professional 1


E2 Grad Professional 1


F1 Associate 1


F2 Apprentice 1


F5 Graduate Associate

1

2 Salary Reg Part Time


2




B1 Executive 1


B2 Expert 1

Note:

For “A” Band the ESG grouping will be “2” and other bands from B-G will be “1” as Quota calculation is different between these employee sub groups.

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2.1.2.13 Group Personnel Subareas for Time Quotas

UseIn this step, you group your personnel subareas with regard to the permissibility of time quota types.

Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Rules for Attendance Counting (New) Group Personnel Subareas for Time Quotas



0014 0001 50

0015 0001 50

0016 0001 50

0016 0007 50

0016 9000 50

2.1.2.14 Define Rules for Rounding Counted Absences

UseIn this step, you set rounding rules for absence and attendance counting.

If you specify an hours or day multiplier for counting attendances and absences, the values determined can have several places behind the decimal point. It is difficult to use these values for quota deduction and payroll. In this step, therefore, you set rules for rounding the values.

You can specify several subrules for a rounding rule and number them sequentially. The system runs through the subrules in sequential order until it finds one that applies.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Rules for

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Attendance Counting (New) Define Rules for Rounding Counted Absences


Rounding Rule

Name No Lower Limit

Incl. Upper Limit Incl. Target Value

Roll

50 Zurich Rounding Rule

001 0.00000 0.50000 X 0.50000

50 Zurich Rounding Rule

002 0.50000 1.00000 1.00000 X

2.1.2.15 Define Counting Rules

UseIn this step, you define rules for counting attendances and absences. The rules are used to determine the payroll days and hours for an attendance or absence.

Procedure1. Access the activity using the following navigation options:

Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Rules for Absence Counting (New) Define Counting Rules

ESG PSG Counting rule

A/A Type Text Number

1 50 003 Absence counting rule - No Quota 001

1 50 004 Vacation counting rule - Annual Leave Entitlement

001

1 50 005 Counting rule for Time off in Lieu 001

1 50 006 Counting rule for Unpaid/Mat/Adop Leave 001

2 50 003 Absence counting rule - No Quota 001

2 50 004 Vacation counting rule - Annual Leave Entitlement

001

2 50 005 Counting rule for Time off in Lieu 001

2 50 006 Counting rule for Unpaid/Mat/Adop Leave 001

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2.1.2.16 Deduction Rules for Absence Quotas

UseIn this step, you define deduction rules for deducting absences from absence quotas. The rules are used to reduce the absence quotas from Infotype (IT 2006).

Procedure Access the activity using the following navigation options:

Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Rules for Absence Counting (New) Define Counting Rules Deduction Rules for Absence Quotas

ESG PSG Deduction rule Text Start Date End Date

1 50 001 Rule for Annual Entitlement 01/01/1990 12/31/9999

2 50 001 Rule for Annual Entitlement 01/01/1990 12/31/9999

Note: Please remember to Assign Deduction rules to the Vacation Counting Rules.

2.1.2.17 Assign Counting Rules to Absence Types

UseIn this step, you determine which rule for attendance or absence counting should be used for each attendance/absence type.

ProcedureAccess the activity using the following navigation options:

Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Absences Absence Catalog Absence Counting Assign Counting Rules to Absence Types

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Note: The respective Counting rules has to be assigned to the correct absence types. The quota deduction field has to be checked only when any particular absence types has quota.

2.1.2.18 Define Attendance Types

UseIn this step, you define attendance types for a personnel subarea grouping for attendance/absence types. It also describes how to determine the system reaction to attendances recorded for a day or a period when the employee has time off.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Define Attendance Types

PSG A/A Type

A/A Type Text Start date End date Maximum duration

50 2001 Actual hours worked

01/01/1990 12/31/9999 999

50 2006 Training/Courses 01/01/1990 12/31/9999 999

50 9001 Project Activity 01/01/1990 12/31/9999 999

50 9002 Service Activity 01/01/1990 12/31/9999 999

2. Proper Values for Absence: Input check

First day is day off W Minimum duration

Last day is day off W Maximum duration 999

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Non-working period W Unit

Second date required




Procedure


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Group Employee Subgroups for Time Quotas

2. Group Employee Subgroups for Time Quotas

3. Country grouping 02 - Switzerland


EE GRP


Employee subgroup

Name of EE subgroup




2




B1 Executive 1


B2 Expert 1





1



1 Salary Reg Full E1 Professional 1

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Time




F1 Associate 1


F2 Apprentice 1



1



2




B1 Executive 1


B2 Expert 1





Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Group Personnel Subareas for Time Quotas



0014 0001 50

0015 0001 50

0016 0001 50

0016 0007 50

0016 9000 50

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2.1.2.21 Define Counting Rules

UseIn this step, you define rules for counting attendances and absences. The rules are used to determine the payroll days and hours for an attendance or absence.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Define Counting Rules

ESG PSG Counting rule A/A Type Text Number

1 50 001 HR Productive Hours 001

2 50 001 HR Productive Hours 001

2.1.2.22 Assign Counting Rules to Att. Type 2001(Actual Hours Worked)

UseIn this step, you determine which rule for attendance or absence counting should be used for each attendance/ absence type.

Procedure1. Access the activity using the following navigation options

Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Assign Counting Rules to Attendance Types

PSG A/A Type A/A Type Text Start date End date

50 2001 Actual Hours Worked 01/01/1990 12/319999

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2.1.2.23 Managing Time Accounts Using Attendance/Absence Quotas

UseIn this section, you make the settings for controlling the processing of absence and attendance quotas.

Time quotas (time off entitlements and attendance approvals) can be grouped or refined according to the following factors:

o Employee subgroups for time quotas (type of employee)

o Personnel subareas for time quotas (where is the employee assigned?)

o If you use time evaluation: Personnel subareas for time recording (time type determination)

o For generating absence quotas: quota type selection rule group (which conditions and rules apply when absence quotas are generated)

An Absence quota specifies an employee's entitlement to time off for a limited period. It is dependent on an absence quota type. You can use the Absence Quotas infotype (2006) to manage all employees' time off entitlements and leave types. The infotype's special functions ensure that an employee can only claim the leave days stipulated in the contract as the absence type Leave.

When you record an absence in the Absences infotype, the system checks whether the employee possesses sufficient time off entitlement.




Procedure

Access the activity using one of the following navigation options:

Transaction Code

SPRO

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IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Setting Groupings for Time Quotas Group Employee Subgroups for Time Quotas

Group Employee Subgroups for Time Quotas

Country grouping 02 (Switzerland)


EE GRP


Employee subgroup

Name of EE subgroup




2




B1 Executive 1


B2 Expert 1





1




E1 Professional 1




F1 Associate 1


F2 Apprentice 1



1



2




B1 Executive 1

2 Salary Reg Part B2 Expert 1

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Time





Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Setting Groupings for Time Quotas Group Personnel Subareas for Time Quotas



0014 0001 50

0015 0001 50

0016 0001 50

0016 0007 50

0016 9000 50

2.1.2.26 Time Quota Types

UseIn this section you define the attendance and absence quota types that you wish to use for managing time accounts. You specify how attendances and absences are to be deducted from the employees' quotas.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Time Quota Types Define Absence Quota Types

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Make the following entries

ESG PSG Absence Quota Type Quota Text Start Date End Date

1 50 01 Annual Leave Entitlement 01/01/1990 12/31/9999

2 50 01 Annual Leave Entitlement 01/01/1990 12/31/9999

Inputs:

2.1.2.27 Calculating Absence Entitlements

UseIn this section you make the settings required for the automatic accrual of absence quotas.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Calculating Absence Entitlements Automatic Accrual of Absence Quotas Permit Generation of Quotas in Time Evaluation

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Make the following entry

2.1.2.28 Rules for Generating Absence Quotas

UseIn this section you make the settings required for the automatic accrual of absence quotas.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Calculating Absence Entitlements Rules for Generating Absence Quotas Specify Rule Groups for Quota Type Selection

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2.1.2.29 Set Base Entitlements

UseIn this step, you set rules for determining the total entitlement (base entitlement) to an absence quota type. The base entitlement forms the basis for calculating the prorated leave or absence entitlement for each accrual period. If you determine the base entitlement according to the employee's age or seniority, you enter a constant expressed in days or hours.

If you use time evaluation to generate absence quotas, you can make the rule more specific. You may want to do this if the differentiation based on an employee's age or seniority is not sufficient for your purposes, or if you want to use other criteria to determine the base entitlement. You can do this by incorporating personnel calculation rules in the time evaluation schema. In the rules, you fill a special time type with the base entitlement according to the employee's organizational details or the results of time evaluation. You store the special time type, which the system reads in order to determine the entitlement, in this view.

If you want to vary the base entitlement according to age or seniority interval, you can distinguish between the various entitlements by numbering them sequentially.

In this section you make the settings required for the automatic accrual of absence quotas.


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Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Calculating Absence Entitlements Rules for Generating Absence Quotas Set Base Entitlements


ESG PSG PSG for Time Rec

Absence Quota Type

Quota Text Rule Sequential No.

Start Date End Date

1 50 01 01 Annual Leave Entitlement

001 001 01/01/1990 12/31/9999

2 50 01 01 Annual Leave Entitlement

001 001 01/01/1990 12/31/9999

Note: Time Type “ZALC” has been created from the table T555A and assigned under the day balance field. The radio button should be in “Time Evaluation Period” under Related to Period section.

2.1.2.30 Determine Validity and Deduction Periods

Use

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In this step, you decide which validity and deduction periods you want to be valid for an Absence Quotas infotype record (2006) created by the system. You do this for each absence quota type. The deduction from and deduction to dates define the period in which the absence quota can be reduced by an absence. It need not be identical to the validity period, and can exceed it.

You only specify a validity period for absence quotas that are generated during time evaluation. Fields for entering the validity period are therefore only available for absence quotas for which you have selected replace or increase in the Generating quotas allowed in time evaluation step.

The validity period represents the period for which the time off entitlements are filled in one infotype record. If no entitlement of this type has been generated or if the validity period has been exceeded, a new record is created.

You have a certain amount of flexibility in defining validity periods. The validity period can be:

o A fixed period such as a calendar year or the time evaluation period

o Employee-dependent period, such as the payroll period or the date type

o A period defined in the quota selection rule, such as the accrual period

o A period you have defined in Customizing, such as the period parameter


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Calculating Absence Entitlements Rules for Generating Absence Quotas Determine Validity and Deduction Periods


ESG PSG Absence Quota Type Quota Text

1 50 01 Annual Leave Entitlement


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Note: Under the Validity Interval section, Valid from should be in “Start” and Valid to should be in “End”. Under the Deduction Interval section, Deduction from should be in “Start of validity interval” and Deduction to should be in “End of Validity interval”. Relative position should be unlimited “999 months” because Zurich employees can carry forward and use their vacation till they get terminated / retirement.

2.1.2.31 Define Generation Rules for Quota Type Selection

Use

In this step, you define rules for automatically accruing absence entitlements for your employees.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Calculating Absence Entitlements Rules for Generating Absence Quotas Define Generation Rules for Quota Type Selection

ESG PSG PSG Quota Rule Name of Absc. Quota Text Start Date End Date

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for Time Rec

Group Rule Quota Type

1 50 01 01 001 Annual leave accrual

01 Annual Leave Entitlement

01/01/1990 12/31/9999

2 50 01 01 001 Annual leave accrual

01 Annual Leave Entitlement

01/01/1990 12/31/9999


Accrual Period Tab:

Base Entitlement Tab:

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Accrual Entitlement Tab:

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Transfer Time Tab:

Total Entitlement Tab:

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2.1.2.32 Define Deduction Rules for Absence and Attendance Quotas

Use

In this step, you define the rules according to which attendances and absences are to be deducted from the attendance/absence quotas. Quota deduction does not depend on individual attendance/absence types, but is determined by the Counting rule for attendance/absences that is assigned to an attendance/absence type. There are two variants of these counting rules:

1. Deduction rules used for deducting quotas until existing entitlement is used up.

2. Deduction rules used for deducting quotas over and above the existing entitlement when the quota named in bullet point #1) is used up.


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Quota Deduction Using Attendances/Absences Define Deduction Rules for Absence and Attendance Quotas Define Deduction Rules for Absence Quotas

Make the following entries:

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2.1.2.33 Assign Deduction Rules to Counting Rules

Use

In this step, you assign quota deduction rules to counting rules. All absences and attendances with quota deduction that are counted using the selected counting rule are processed using these deduction rules.

As well as a deduction rule for deducting the employee's quotas with an entitlement greater than 0, you can also specify a deduction rule for all quota types for which the corresponding infotype records can be deducted over and above the entitlement..


Transaction Code

SPRO

IMG Menu Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/Absence Quotas Quota Deduction Using Attendances/Absences Assign Deduction Rules to Counting Rules Define Deduction Rules for Absence Quotas

Assign Deduction Rules to the corresponding Counting Rule

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2.1.2.34 Cross Application Time Sheet (CATS)

2.1.2.34.1 Set up Data Entry Profiles


Transaction Code

SPRO

IMG Menu Cross-Application Components Time Sheet Specific Settings for CATS Regular CATS Regular Record Working Time Set Up Data Entry Profiles

2. Data Entry Profile Z99_PRF1, Z99_PRF2, Z99_PRF3 have been created. These Data Entry profiles are valid globally. Any country specific profiles needs to be created seperately.

3. Table below illustrates the configuration factors for each data entry profile.

Profile No. Profile 1 Profile 2 Profile 3Band: D-G D-G A-CLocation: ALL (Global) ALL (Global) ALL (Global)Org: All non-IT IT only AllDescription: With Clock times

in Daily viewWith Clock times in Daily view

No Clock in /out & No Approval Workflow

CVR Parameter: Z99_PRF1 Z99_PRF2 Z99_PRF3Approval Workflow: Yes Yes NoWorklist section: Project Project Project Project Description Project Description Project Description Project Subobject Project Subobject Project SubobjectData Entry Section: Att./Abs Type Att./Abs Type Att./Abs Type Project Description Service Activity Service Activity Project Subobject Service ID Service ID Working week Project Description Project Description Project Subobject Project Subobject Working week Working week

Below are the screenshots for each DATA ENTRY PROFILE in HCMS.

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Z99_PRF1:

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Z99_PRF2:

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Z99_PRF3:

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2.1.2.34.2 Define Field Selection (Z99_PRF1, Z99_PRF2, Z99_PRF3)

UseDefine the Worklist and Data entry section for data entry profiles Z99_PRF1, Z99_PRF2 and Z99_PRF3.

Procedure

1. Access the activity using the following navigation options:


IMG Menu Cross-Application Components Time Sheet Specific Settings for CATS Regular CATS Regular Record Working Time Define Field Selection

2. Double-click on Worklist in the screen group section. Choose the Influencing icon and enter the Profile name in the contents field as listed below. Press Enter. All fields should be set to ‘Hide’ except those shown below.

Screen Group: Worklist

Influencing fields : Data Entry Profile

Modifiable fields Field name Input

Z99_PRF1

Input

Z99_PRF2

Input

Z99_PRF3

ID of Project Subobject

CATSW-CPR_OBJGEXTID X X X

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Project CATSW-CPR_EXTID X X X

Project Description CATSW-CPR_TEXT X X X

Project Subobject CATSW-CPR_OBJTEXT X X X

3. Save your data and then select this Screen Group and Influencing fields to make the following entries in the Data Entry Section: All fields should be set to ‘Hide’ except those shown below.

Screen Group: Data entry section

Influencing fields : Data Entry Profile

Modifiable fields Field name Input

Z99_PRF1

Input

Z99_PRF2

Input

Z99_PRF3

Additional field 1 CATS_ADDFI-FIELD1 X X

Additional field 2 CATS_ADDFI-FIELD2 X X

Att./Absence type CATSD-AWART X X X

ID of Project Subobject CATSD-CPR_OBJGEXTID

X X X

Project CATSD-CPR_EXTID X X X

Project Description CATSFIELDS-CPR_TEXT X X X

Project Subobject CATSFIELDS-CPR_OBJTEXT

X X X

2.1.2.34.3 Select Allowed Absence Types



IMG Menu Cross-Application Components Time Sheet Specific Settings for CATS Regular CATS Regular Record Working Time Select Allowed Absence Types

2. The following entriy is hidden for PSG 50. This entry (Unpaid Leave) will not be shown to the employee in ESS under the CATS timesheet since this is a process related absence and will be initiated by HR in R/3.

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2.1.2.34.4 Approval Views



IMG Menu Cross-Application Components Time Sheet Specific Settings for CATS Regular CATS Regular Approve Working Time

SAP_LINE (Approval by Line Manager) is the approval view that has been used Globally.

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2.1.2.35 Time Evaluation

Use

Time evaluation evaluates the attendance and absence times that have been recorded for or by your employees. The system uses the results of time evaluation to form time balances and time wage types, and to update attendance and absence quotas.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Settings Set Personnel Subarea Groupings for Time Recording


Personnel area Personnel subarea PS grouping for Time Recording

0014 0001 01

0015 0001 01

0016 0001 01

0016 0007 01

0016 9000 01

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2.1.2.36 Time Evaluation Settings

Use

In this section, you make the settings which form the basis of time evaluation.

The system forms time pairs from the recorded time data in time evalation. A time type and processing type are assigned to the time pairs in the course of further processing. Time types represent a semantic summary of periods of time. Balances which have been formed in time evaluation from absence and attendance times are written to time types. The processing type indicates how the time pair should be processed in wage type generation.

You should define employee groupings for the time evaluation rule in order to set different regulations for different groups of employees.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Settings Group Employee Subgroups for the Personnel Calculation Rule


Country grouping : 02

EE Group Name of EE group EE Subgroup

Name of EE Subgroup

ESG for PCR

ESG for CAP

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1 Salary Reg Full Time A1 Executive Committee 2 2

1 Salary Reg Full Time A2 Executive Board 2 2

1 Salary Reg Full Time B1 Executive 2 2

1 Salary Reg Full Time B2 Expert 2 2

1 Salary Reg Full Time C1 Sr Professional-D 2 2

1 Salary Reg Full Time C2 Sr Professional-SVP 2 2

1 Salary Reg Full Time D1 Adv Professional 3 3

1 Salary Reg Full Time E1 Professional 3 3

1 Salary Reg Full Time E2 Grad Professional 3 3

1 Salary Reg Full Time F1 Associate 3 3

1 Salary Reg Full Time F2 Apprentice 3 3

1 Salary Reg Full Time F5 Graduate Associate 3 3


A1 Executive Committee 2 2


A2 Executive Board 2 2


B1 Executive 2 2

2.1.2.37 Define Time Types

Use

In this step, you define time types, day balances, and period balances for your company. Time types are semantic groupings of time spans. The balances formed in time evaluation are posted to time types. They determine whether balances should be cumulated in a particular time type on a daily or monthly basis.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Settings Define Time Types


PS Grpg Time Type Time Type Description Start Date End Date

01 ZABE Adjusted BE per month 01/01/1990 12/31/9999

01 ZAIT Acc/Illness leave counter 01/01/1990 12/31/9999

01 ZALC Annual Leave Credit - CH 01/01/1901 12/31/9999

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01 ZCON Annual Leave Constant 01/01/1901 12/31/9999

01 ZCPC Current EMPCT 01/01/1990 12/31/9999

01 ZMON Remaining month leave 01/01/1901 12/31/9999

01 ZUCT Unpaid Leave Counter 01/01/1990 12/31/9999

2.1.2.38 Time Evaluation Without Clock Times

Use

In this section, you set up time evaluation according to the particular requirements of your company. The time evaluation program is controlled by a schema, which specifies which functions should be processed. The functions are processed sequentially. You can store additional rules for certain functions, which influence their result..


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Without Clock Times Time Data Processing Assign Time Types and Processing Types Determine Processing Type/Time Type Class for Absence


PS Grpg

Att./Abs Type

A/A type Text Start Date End Date Class P/T

50 1000 Vacation (Annual Leave)

01/01/1990 12/31/9999 03 01

50 2000 Illness 01/01/1990 12/31/9999 03 01

50 2100 Accident 01/01/1990 12/31/9999 03 01

50 2200 Maternity Leave 01/01/1990 12/31/9999 03 01

50 2210 Paternity Leave 01/01/1990 12/31/9999 03 01

50 2220 Adoption 01/01/1990 12/31/9999 03 01

50 2230 Activity - expert/speaker

01/01/1990 12/31/9999 03 01

50 2240 Military Service 01/01/1990 12/31/9999 03 01

50 2250 Public duties 01/01/1990 12/31/9999 03 01

50 2260 Paid Leave (Empl Related)

01/01/1990 12/31/9999 03 01

50 2270 Paid Leave (Fmly Related)

01/01/1990 12/31/9999 03 01

50 2280 Agreed regular day 01/01/1990 12/31/9999 03 01

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off

50 2290 Social service work 01/01/1990 12/31/9999 03 01

50 3000 Unpaid Leave 01/01/1990 12/31/9999 02 02

50 4000 Time Compensation 01/01/1990 12/31/9999 03 03

2.1.2.39 Determine Processing Type/Time Type Class for Attendance

Use

Function TYPES reads the processing type and time type table and assigns a time type and processing type to the imported time data. The assignment is made according to the processing type/ time type class and the pair type allocated to the imported times.

The time types are the smallest units used later to cumulate the main time balances in the section on balance formation.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Without Clock Times Time Data Processing Assign Time Types and Processing Types Determine Processing Type/Time Type Class for Attendance


PS Grpg

Att./Abs Type

A/A type Text Start Date End Date Class P/T

50 2001 Actual hours worked 01/01/1990 12/31/9999 01 01

50 2006 Training/Courses 01/01/1990 12/31/9999 01 01

50 9001 Project Activity 01/01/1990 12/31/9999 01 04

50 9002 Service Activity 01/01/1990 12/31/9999 01 04

2.1.2.40 Assign Processing Type and Time Type

Use

Group the absence/attendance types by assigning them appropriate values in the processing type/time type class.


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Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Without Clock Times Time Data Processing Assign Time Types and Processing Types Assign Time Types and Processing Types


2.1.2.41 Time Wage Type Selection and Overtime Compensation

Use

In this section, you determine how time wage types are generated from time pairs. The time wage types are used later in payroll. Define the rules for assigning time wage types to time pairs; the assignment depends on the processing class of the time pairs. In the schema, insert the function which makes the assignment according to the rules defined.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Without Clock Times Time Wage Type Selection and Overtime Compensation Define Generation Rules

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2.1.2.42 Processing Balances

Use

In Assign time types and processing types, you assigned a time type to the recorded time data. Balances are now formed by cumulating these units. The balances are maintained in the day balance table TES. You can also transfer and adjust balances.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Without Clock Times Processing Balances Time Transfer Define Time Transfer Types

Make the followiing entries.

PS Grpg

Tr. Type Time Transfer type Text

Start Date End Date Time Type CON

01 ZALC Vacation Balance 01/01/1901 12/31/9999 ZALC

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01 0005 Revision: Flex balance

01/01/1901 12/31/9999

01 0001 Transfer remaining quota

01/01/1900 12/31/9999 0094

01 0002 Leave from previous year

01/01/1900 12/31/9999 0095

01 0003 Productive Hours 01/01/1900 12/31/9999 0050

2.1.2.43 Define Specifications for Transfer to Absence Quotas

Use

In this step, you determine the absence quotas to which a certain time transfer type should be transferred.


Transaction Code

SPRO

IMG Menu Time Management Time Evaluation Time Evaluation Without Clock Times Processing Balances Time Transfer Define Specifications for Transfer to Absence Quotas


PS Grpg

Tr. Type

Time Transfer type Text

ESG Grpg

PSG AQ Type Quota Text

+/- %



+ 100.00



+ 100.00



+ 100.00



+ 100.00

2.1.2.44 Schema ZG99

Use

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Schema ZG99 is used for the evaluation of time data. The aim is to form time balances and time wage types from the time data. ZG99 is intended as an alternative to the other time evaluation schemas (for example, schema TM00.)

The prerequisites and objectives of schema ZG99 are as follows:

Recording time data:

The time worked by the employee is recorded in the Attendances infotype (2002), and not as clock-in and clock-out times. When processing clock-in/out times, the emphasis is on the length of time between the postings and not on the times at which the postings were made. You can use schema ZG99 to process attendances and absences that specify a number of hours only, rather than concrete start and end times.

The times stipulated in the daily work schedule are not relevant. Only specifications such as planned hours and minimum daily working time are evaluated from the daily work schedule. ZG99 caters both for negative time recording (recording of exceptions to the work schedule) and positive time recording (recording all attendances or actual times).


Transaction Code PE01

IMG Menu


2.1.2.45 Personnel Calculation Rules

UsePersonnel Calcualtion Rules (PCR) are used to to meet the client’s complex requirements that cannot be done through standard configuration. PCR consists of functions and operations and are therefore used to develop or generate any specific requirements pertaining to enterprise structure and personnel structure.


Transaction Code PE02

IMG Menu

The List of “Z” pcrs used for Switzerland:

ZAID MOD Quota Adjustment based on Additional Time Indicator - ZurichZAQA MOD Generate Quota for Corporate band A

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ZFCO MOD Flextime carry forward

ZG02 MODCheck for Country = CH and Date is >= 6/1/2009 (Go Live date)

ZGG0 MOD Swiss Re - Global: Define GroupingsZM02 MOD Determine groupingsZP20 MOD Processing Absences with Compensation Time

ZPT1 MODProrate Quotas for Part-time Employees - Zurich (IT 0007 Change)

ZQT1 MOD Generate Quota for Corporate bands B-FZQTA MOD Generate Quota for Corporate bands B-FZQTG MOD Generate Quota for ESG GroupingsZR11 MOD Creating Daily Totals (Using T555Y)ZR30 MOD Calculates flextime balanceZR90 MOD Flextime Balance (per Payroll Period)ZTER MOD Quota accrual during terminationZUL0 MOD Reduce Absence Quota if there is Accident/Illness - ZurichZUL1 MOD Reduce Absence Quota if there is Illness/Accident - ZurichZUL2 MOD Reduce Absence Quota if there is an Unpaid Leave - ZurichZULC MOD Reduce Absence Quota if there is an Unpaid Leave

2.1.2.46 Payroll Constant Table

T511K – Country grouping - 02

Z0020 Age between 0-20 1/1/1985 12/31/9999 27

Z2099Corporate Band A - All age 1/1/1985 12/31/9999 35

Z2139 Age between 21-39 1/1/1985 12/31/9999 25

Z4049 Age between 40-49 1/1/1985 12/31/9999 27

Z5099 Age between 50-99 1/1/1985 12/31/9999 30

The above constants are used in the PCR and Schema to calculate employee’s absence quotas.

2.1.2.47 Time Statement

UseThe time statement is used to view the time entries entered by the employees and / approved by the managers. This will display the results, balances after the time evaluation has been run successfully. The results will be shown based on the entries in cluster B2.

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ProcedureThis has been created to enable all the employees and Managers in Zurich to view their and their sub-ordinates time statement in the ESS / MSS.

Access the activity using following navigation options:

Transaction Code HRFORMS

IMG Menu Time Management Time Evaluation Evaluations and the Time Management Pool Time Statement Form Time Statement Form with HR Forms Workplace Set Up the Time Statement Form Using the HR Forms Workplace

Country Grouping: 02 (Switzerland)

HR Form Name: “ZTM_STMT_ZURICH”

The feature maitained for the Time Statement is “HRFOR”.

Note: Custom development has been made to show the employee’s time statament in the MSS.

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CONCLUSION

For further details, please refer to the following links:

1. http://help.sap.com/

2. www.service.sap.com

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http://www.service.sap.com/

http://help.sap.com/

tm config guide zurich 06302009

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