Table of Contents

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Acknowledgments
15
Introduction
17
Time Management Processes
19
Time Management Components
20
Human Resources Structure
21
Work Schedules
22
Time Quotas
24
Time Recording
25
CATS
27
Employee Self-Services/Manager Self-Services
28
Time Evaluation
28
Integration
29
Interfacing
29
Reporting
30
Security and Authorizations
31
Time Management Project
31
Summary
31
1 SAP ERP Human Capital Management Structure
33
1.1 Enterprise Structure
35
1.1.1 Personnel Area and Subarea
36
1.1.2 Personnel Area/Subarea Groupings
37
1.2 Personnel Structure
40
1.2.1 Administrative Personnel Structure
41
1.2.2 Organizational Personnel Structure
42
1.2.3 Employee Group/Subgroup Groupings
44
1.3 Summary
46
2 Work Schedules
47
2.1 Work Schedule Components
48
2.2 Holiday Calendars
50
2.2.1 Public Holiday
51
2.2.2 Public Holiday Class
53
2.2.3 Public Holiday Calendar
54
2.2.4 Assign Public Holiday Calendar to Personnel Area
55
2.3 Daily Work Schedules
56
2.3.1 Grouping Personnel Areas/Subareas for Work Schedules
57
2.3.2 Break Schedules
58
2.3.3 Daily Work Schedule Selection Rules and Variants
60
2.3.4 Daily Work Schedule Class
63
2.3.5 Daily Work Schedule Definition
65
2.4 Period Work Schedules
72
2.5 Creation of Work Schedules
76
2.5.1 Employee Group/Subgroup Grouping for Work Schedules
77
2.5.2 Day Types
78
2.5.3 Configure Work Schedule Rules
80
2.5.4 Generation of Work Schedules
84
2.6 Using Work Schedules
87
2.6.1 Work Schedule Rule Defaults
88
2.6.2 Define Workweek
89
2.6.3 Time Management Status Defaults
90
2.7 Summary
92
3 Time Quotas
93
3.1 Configuring Time Quotas
94
3.1.1 Setting Up Groupings for Time Quotas
95
3.1.2 Creating Time Quota Types
97
3.1.3 Setting Up the Accrual Method for Absence Quotas
103
3.1.4 Setting Rules for Generating Absence Quotas
105
3.1.5 Defining Counting Rules and Deduction Rules
126
3.1.6 Assigning Counting Rules to Absence Types
132
3.2 Generating Time Quotas
134
3.2.1 Generating Time Quotas Using Time Evaluation
134
3.2.2 Generating Time Quotas Using Report RPTQTA00
136
3.2.3 Manual Entry of Time Quotas
138
3.3 Using Time Quotas
139
3.4 Summary
142
4 Time Recording
143
4.1 Time Recording Basics
143
4.1.1 Time Recording Methods
144
4.1.2 Time Recording Tools
145
4.1.3 Time Recording Environments
147
4.2 Configuring Absences and Attendances
147
4.2.1 Personnel Area/Subarea Groupings for Absence/Attendance Types
148
4.2.2 Creating Absence and Attendance Types
149
4.2.3 Collision Check in the Time Infotypes
155
4.2.4 Configuring Additional Absence Data
158
4.3 Using Absences and Attendances
166
4.3.1 Absences
166
4.3.2 Attendances
168
4.3.3 Activity Allocation and Cost Assignment
170
4.3.4 External Services
174
4.3.5 Different Payment
175
4.3.6 Additional Absence Data
176
4.4 Summary
177
5 Cross-Application Time Sheet
179
5.1 Configuring Cross-Application Time Sheet
182
5.1.1 Setting Up Data Entry Profiles
182
5.1.2 Choose Fields
197
5.1.3 Rejection Reasons
201
5.1.4 Cross-Application Time Sheet Enhancements
202
5.2 Time Entry
203
5.2.1 Mini Master Data
204
5.2.2 Worklist
207
5.2.3 Data Entry Area
207
5.2.4 Additional Information
210
5.3 Approval
211
5.3.1 Processing Status
212
5.3.2 Approval Report
214
5.4 Time Data Transfer
216
5.4.1 Data Transfer to Human Resources: Transaction CAT6
218
5.4.2 Data Transfer to Project Systems: Transaction CAT5
219
5.4.3 Data Transfer to Controlling: Transaction CAT7
219
5.4.4 Data Transfer to External Services: Transaction CATM
220
5.4.5 Data Transfer to Plant Maintenance: Transaction CAT9
221
5.4.6 Data Transfer to Multiple Components: Transaction CATA
221
5.5 Reporting
223
5.5.1 Display Time Sheet Data
223
5.5.2 Time Leveling
223
5.5.3 Display Single Documents
225
5.6 Cross-Application Time Sheet Authorizations
226
5.6.1 General Authorizations
226
5.6.2 Time Sheet Authorizations
227
5.7 Summary
228
6 Employee Self-Services and Manager Self-Services
231
6.1 Employee Self-Services
233
6.1.1 Leave Requests
233
6.1.2 Record Working Time
244
6.1.3 View Time Accounts
247
6.1.4 View Time Statement
251
6.2 Manager Self-Services
252
6.2.1 Approve Leave Requests
252
6.2.2 Approve Working Times
254
6.2.3 Team Calendar
255
6.2.4 Attendance Overview
258
6.3 Summary
258
7 Time Evaluation
259
7.1 Concepts of Time Evaluation
262
7.1.1 Master Data
262
7.1.2 Time Data
265
7.1.3 Time Evaluation with or without Clock Times
268
7.1.4 Retroactivity and Recalculation
269
7.1.5 Data Flow
270
7.2 Configuring Time Evaluation
273
7.2.1 Customizing Tables
274
7.2.2 Schemas
292
7.2.3 Rules
300
7.2.4 Linking Configuration Components
307
7.3 Running Time Evaluation
310
7.3.1 Time Evaluation Driver: Program RPTIME00
310
7.3.2 Schema Processing
313
7.3.3 Interpreting the Time Evaluation Log
346
7.3.4 Time Evaluation Messages
352
7.4 Summary
353
8 Integrating with SAP
355
8.1 Within SAP ERP HCM
355
8.1.1 Shift Planning
356
8.1.2 Personnel Development
357
8.1.3 Availability
357
8.1.4 Travel Management
357
8.1.5 Payroll
358
8.1.6 SAP Environment, Health, and Safety Management
359
8.1.7 Personnel Administration
359
8.1.8 SAP Learning Solution
361
8.2 With Other SAP Modules
362
8.2.1 Plant Maintenance
363
8.2.2 External Services
364
8.2.3 Cost Controlling
364
8.2.4 Project Systems
365
8.3 SAP SuccessFactors
367
8.3.1 Using the File Transfer Protocol
369
8.3.2 Using SAP Process Integration
369
8.3.3 Using SAP HANA Cloud Integration
370
8.4 Summary
370
9 Interfacing with Third-Party Systems
373
9.1 Interface to Time System: Kronos
374
9.1.1 Outbound Interfaces
375
9.1.2 Inbound Interfaces
379
9.1.3 Integration Methods
380
9.2 Interface to Payroll Systems Using Transaction PU12
381
9.2.1 Configuring Interface Toolbox
382
9.2.2 Exporting Data
398
9.2.3 Export History
405
9.3 Summary
407
10 Reporting
409
10.1 SAP Standard Reports
410
10.1.1 Work Schedules
410
10.1.2 Attendance and Absence Overview
411
10.1.3 Time Accounts
416
10.2 SAP Query
418
10.2.1 Configuring SAP Query
419
10.2.2 Using SAP Query
423
10.3 SAP Lumira
424
10.3.1 Preparing Data
424
10.3.2 Visualizing Data
425
10.3.3 Composing the Visualization
427
10.3.4 Sharing the Document
428
10.4 SAP Crystal Dashboard Design
429
10.5 Summary
431
11 Security and Authorizations
433
11.1 SAP Basis Authorizations
434
11.1.1 Authorization Objects
435
11.1.2 Authorizations
441
11.1.3 Profiles
441
11.1.4 Roles
442
11.1.5 User Master Record
445
11.2 HR Structural Authorizations
445
11.2.1 Maintaining HR Structural Authorization Profiles
446
11.2.2 Link User ID to HR Structural Authorization Profile
446
11.3 Summary
447
12 Time Management Project
449
12.1 Project Planning
449
12.1.1 Collective Bargaining Agreements
449
12.1.2 Legislative Requirements
450
12.1.3 Higher Transactional Volume
450
12.1.4 Decentralized Data Entry
450
12.1.5 Interfacing with External Systems
450
12.1.6 Configuration Structures
451
12.2 Preimplementation
451
12.2.1 Requirements Analysis
452
12.2.2 Legacy Systems Evaluation
452
12.2.3 Project Costing
453
12.2.4 Cost Benefit Analysis
453
12.2.5 Building a Business Case
456
12.2.6 Business Buy-In and Approval
457
12.3 Preparation
457
12.3.1 Project Charter
457
12.3.2 Document Templates
460
12.3.3 Issues Management
461
12.3.4 Training Plan
461
12.3.5 Postimplementation Support Plan
461
12.4 Blueprinting
462
12.4.1 Workshops
462
12.4.2 Business Blueprint
464
12.4.3 Presenting the Blueprint Summary
472
12.4.4 Approval and Sign-Off
473
12.5 Realization
473
12.5.1 Configuration
473
12.5.2 Functional Specifications
475
12.5.3 Technical Specifications
476
12.5.4 Development
477
12.5.5 Unit Testing
477
12.5.6 Transports
478
12.5.7 Software and Hardware Installation
480
12.6 Testing
481
12.6.1 System Integration Testing
481
12.6.2 Integration Testing with Security
482
12.6.3 User Acceptance Testing
482
12.6.4 Regression Testing
482
12.6.5 Performance Testing
483
12.6.6 Volume Testing
483
12.7 Cut-Over
483
12.7.1 Business Activities
484
12.7.2 Non-SAP Environment
484
12.7.3 SAP Production Environment
485
12.7.4 Batch Jobs
485
12.7.5 Transports
486
12.7.6 Data Conversions
486
12.7.7 Security and Authorizations
486
12.7.8 Disaster Recovery Plan
486
12.7.9 Transactions Validation
487
12.7.10 Communication
487
12.8 Go-Live
487
12.8.1 Roll-Out Strategy
487
12.8.2 Parallel Runs
488
12.9 Support
488
12.9.1 Change Requests
488
12.9.2 Fixes
488
12.9.3 Continuous Improvements
489
12.10 Training
489
12.10.1 Project Team Training
489
12.10.2 Train the Trainers
489
12.10.3 Third-Party Software Training
490
12.10.4 End-User Training
490
12.11 Change Management
490
12.12 Summary
490
Appendices
493
A Time Management Infotypes
495
A.1 Planned Working Time (Infotype IT0007)
496
A.2 Time Recording Info (Infotype IT0050)
500
A.3 Time Quota Compensation (Infotype IT0416)
502
A.4 Attendances (Infotype IT2002)
504
A.5 Absences (Infotype IT2001)
509
A.6 Additional Absence Data (Infotype IT0082)
512
A.7 Substitutions (Infotype IT2003)
513
A.8 Availability (Infotype IT2004)
517
A.9 Overtime (Infotype IT2005)
518
A.10 Absence Quotas (Infotype IT2006)
520
A.11 Attendance Quotas (Infotype IT2007)
522
A.12 Employee Remuneration (Infotype IT2010)
523
A.13 Time Events (Infotype IT2011)
525
A.14 Time Transfer Specifications (Infotype IT2012)
527
A.15 Quota Corrections (Infotype IT2013)
528
A.16 Payroll Status (Infotype IT0003)
530
A.17 Export Status (Infotype IT0415)
532
B Time Evaluation Objects
535
B.1 Functions
535
B.2 Operations
562
B.3 Time Evaluation Tables
590
C Other Objects
601
C.1 Configuration Tables
601
C.2 Features
607
C.3 Transactions
609
C.4 Reports
611
D The Author
615
Index
617