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This document discusses customizing user controls in SAP Human Capital Management (HCM). It covers configuring infotype attributes such as time constraints, access authorizations, and screen views. The presentation provides guidance on customizing procedures for infotypes, including setting indicators for retroactive accounting, mandatory subtypes, and proposed infotypes for organizational reassignments. The goal is to define system controls for personnel administration through infotype and user configuration in SAP HCM.
This document discusses customizing user controls in SAP Human Capital Management (HCM). It covers configuring infotype attributes such as time constraints, access authorizations, and screen views. The presentation provides guidance on customizing procedures for infotypes, including setting indicators for retroactive accounting, mandatory subtypes, and proposed infotypes for organizational reassignments. The goal is to define system controls for personnel administration through infotype and user configuration in SAP HCM.
This document discusses customizing user controls in SAP Human Capital Management (HCM). It covers configuring infotype attributes such as time constraints, access authorizations, and screen views. The presentation provides guidance on customizing procedures for infotypes, including setting indicators for retroactive accounting, mandatory subtypes, and proposed infotypes for organizational reassignments. The goal is to define system controls for personnel administration through infotype and user configuration in SAP HCM.
SAP Human Capital Management SAP Human Capital Management
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Brampton, Ontario L6T 4N2 Phone: 416-623-9493 05. 05. Personnel Administration Part 3 05. Personnel Administration www.globalerp.ca SAP HCM Presentation Agenda Infotype Attributes 11 Customizing Screen Headers 22 Customizing Infotype Menus 33 Customizing Personnel Actions 44 Customizing Dynamic Actions 55 2 S A P
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A d m i n i s t r a t i o n Customizing User Controls www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM System Controls Controlling Access Controlling View Track Changes what the user sees on the screen & menus? what information are appropriate for data entry? what changes are made, what reports are run? authorizations - what the user can access? 4 S A P
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A d m i n i s t r a t i o n Infotype Attributes www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM After completing this unit, you will be able to: Describe what controls are available through infotype configuration Define fields relevant for retroactive accounting Explain what controls are available for the country infotype views Lesson Objectives 6 05. Personnel Administration www.globalerp.ca SAP HCM Infotypes And Screen Views Infotype is a carrier of system controlling characteristics such as attributes, time constraints, etc. Data is not stored field by field in the human resource database but grouped together in logical groups. Examples: Planned Working Time, Organizational Assignment Screen is used in the context of task processing in the foreground using the varied structure of the application area. A screen consist of a screen and underlying logic. The maincomponents of a screenare: attributes (e.g. screennumber, next screen) layout (the arrangement of texts, fields, and other elements) fieldattributes (definition of the properties of individual fields) flowlogic (calls the relevant ABAP modules) Screen View 7 05. Personnel Administration www.globalerp.ca SAP HCM Configuring Infotypes You can define the system reaction for each infotype. Information on dialog control, sort sequence, header layout, etc. can be specified for each infotype Create record without from/to date? Screen header? Time constraints? Indicator for Retroactive Accounting? Subtype mandatory? Planned Working Time Objects on Loan Bank Details Organizational Assignment 8 05. Personnel Administration www.globalerp.ca SAP HCM Customizing Procedures Activities under this nodeallowto set up your system so that alargepart of theworkprocessesusedinyour enterprisearereflectedintheHRSystem. For example, you can determine which infotypes are tobeproposedasdefaultswhenapersonishiredor if anemployee's organizational assignment changes. In the HR System, hiring is considered to be a personnel action; You can define and describe your ownpersonnel actions. Youcanset upyour ownmenus. You can initiate actions so that they depend on the existenceof certaininfotypes and/or their contents. The standard HRSystemcan be implemented without carryingout thefollowingsteps. IMG> Personnel Management> Personnel Administration> Customizing Procedures 9 05. Personnel Administration www.globalerp.ca SAP HCM Infotypes Inthissection, youcanchangetheinfotypeattributes. The standard SAP system can be implemented without carryingout thestepsinthissection. For example, youwouldliketoset upyour systemsothat the start date of the current Organizational Assignment (0001) infotyperecordisdefaultedasthestart datewhenyoucreate arecordfor infotypennnn. In the step "Set up infotypes", you store the infotypes you require to enter employee data for administration, time recordingandpayroll. ThestandardSAPsystemcontainsall theinfotypesandisfully functional. Whether you decide to change the infotype attributes in this step depends entirely on your company's requirements. The screen type ' ' is assigned to the standard infotypetext. Activities a)Checktheinfotypesthat havebeenentered. b)If necessary, changetheinfotypeentriesor texts. c) additional infotypetexts You can use the screen type to assign several texts to an infotype. IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes 10 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Time Constraint Table When TC is Subtype-Dependent This field contains the name of the time constraint table if the time constraint is dependent on the subtype. You may not edit this table manually. You must use one of the following transactions to maintain infotypes and their components: PPCI (Personnel Planning Infotype Copier) PM01 (Personnel Administration Infotype Copier) Maintenance permitted after leaving This field controls whether you can record master data after an employee has left the company. A warning tells you whether you are permitted to do so or not. Entry of subtype obligatory If the layout of an infotype screen depends on the subtype, you must enter the subtype when creating a new record. 11 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes INDICATORFORACCESSAUTHORIZATION(FROM/TODATE) TheAccessauth. (accessauthorization) allowsyoutodefinethetimeperiodduringwhich anHR: Infotypecanbeaccessed. When you access infotype data for a particular person, the system reads his/her organizational assignment andtheworkarea(infotype, subtypeandauthorizationlevel). Eachinfotypewill generallyhaverecordswithdifferentvalidityperiods. One person may also have different organizational assignments over a certain time period. If different administratorsare responsible for these organizational assignments, this is taken into account when the authorization for a specific infotype validity period is checked. Indicator not checked: the administrator is authorized to access the infotypes if the personhad, has or will haveanorganizational assignment which, inaccordancewiththe authorizationprofileallowshim/hertoaccessthisdata. Indicatorset: theauthorizationcheckdependsonthecurrent (system)date. Therearethreedifferentcases. 1. Theperiodofresponsibilitybeginsinthefuture. If the administrator has write authorization for all infotype records whose validity periodiswithintheperiodof responsibility. Readauthorizationfor infotype records which do not extend beyond the end of the periodof responsibility. 2. Theperiodofresponsibilitybeginsbeforethecurrentdate. In this case, write or read authorization is valid in all periods. There are no time restrictionsontheauthorizationsof theadministratorfortherelevant infotyperecords. 3. Theperiodofresponsibilityendsinthepast. The end of the period of responsibility ends before the current date even if the toleranceperiodistakenintoaccount. Inthiscase, theadministratordoesnothavewriteauthorization. Readauthorizationapplies to infotyperecords whicharenot valid beyondtheendof theperiodof responsibility. 12 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Indicator for entry of additional data Defines whether or not you can enter additional controlling objects for the infotype. Indicator:Textallowedforinfotype If you set this parameter, you can enter a text for infotype records. Infotype copied fromreference personnel number Infotypes that should remain unchanged for an employee for all personnel numbers are identified here. These should only be infotypes that do not define the employee's work relationship. These include: Personal Data (0002) Addresses (0006) Bank Details (0009) etc. These do not include: Organizational Assignment (0001) Basic Pay (0008, 0014, 0015) Country-specific, payroll-relevant infotypes for taxes, social insurance. Indicate: Infotype Proposed for Country Reassignment Infotypes that should be proposed by the system if an employee has a cross-country organizational change. The infotypes selected here will be proposed by the old personnel number when you use the Hiring action in conjunction with the new personnel number. 13 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Reaction to: 1st date entered The three date reaction indicators control what type of databank search is carried out when no, one or two "dates" are entered on the selection screen. Reaction to: First date entered Allowed reaction indicators are: 3: a) Period indicator =I: Record(s) valid on the date specified b) Period indicator =S: Record(s) whose key date is identical to the specified date 4: All records that were valid for at least one day between the date of entry and the CPU date. Reaction to: 1st and 2nd dates entered The three date reaction indicators control what type of databank search is carried out when no, one or two "dates" are entered on the selection screen. Reaction to: First and second dates entered Allowed reaction indicators are: 5: All records that were valid for at least one day in the period specified. Reaction to: No delimitation The three date reaction indicators control what type of databank search is carried out when no, one or two "dates" are entered on the selection screen. Reaction to: No date specification Reaction indicators that are allowed for no date delimitation: 1: Read all records 2: Record or records valid on CPU date 6: All records between CPU date and 31.12.9999 7: All records between 01.01.1900 and CPU date 14 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Default start date If you do not enter a start date on the selection screen when creating a record, the system sets a default date according to the value you enter in this field. ' ': The system does not set a default value. Exceptions are described in the respective infotype documentation. '1': If no record exists, the date of entry is the default; otherwise the initial value is used. '2': Start date of the current organizational assignment. '3': CPU date. Please note that you can only use the 'Create' function to enter records for the 'Actions', 'Organizational Assignment' and 'Personal Data' infotypes once. If a record already exists, the system automatically switches from 'Create' to 'Copy'. The start date can either be preset in the action or entered explicitly on the infotype entry screen. Default end date If you do not enter an end date on the selection screen when creating a record, the system proposes a default date according to the value you enter in this field. ' ': The system does not set a default date. Exceptions are described in the respective infotype documentation. '1': The default is 12/31/9999 '2': Leaving date '3': Start date of current record Time Period Selection for List Screen This field controls whether the time in the Display HR Master Dataand Maintain overviewfunction is transferred. If you flag the List time per. indicator, the given period is transferred. If you do not flag the List time per. indicator, the given time period is not transferred. 15 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Sort sequence of records Indicators for record sorting: ' ': in ascending order according to subtype, in descending order according to 'from' date of validity period '1': in descending order according to 'from' date of validity period, in ascending order according to subtype '2': in ascending order according to subtype, in ascending order according to 'from' date of validity period '3': in ascending order according to 'from' date of validity period, in ascending order according to subtype Key for screen header layout In table T582A Infotypes - Customer Specific Settings, each infotype is assigned a header ID. The following header IDs have been assigned: 00 - Initial screen of transactions PA20, PA30, PA51 and PA61, PB20, PB30, etc. 10 - Infotype 0000 - Actions Infotype 4000 - Applicant Actions 03 - Infotype 0001 - Organizational Assignment 01 - Infotype 0002 - Personal Data 04 - All infotypes of Time Management 02 - All other infotypes Header IDsareassignedaheader modifier, fromwhichthestructureof therespectiveheadersisdefined, aswell astheHRcountrymodifier and transaction class in table T588I Assignment of Header ID/ Country GroupingtoHeadermodifier. 16 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes Indicator specifyingwhen data is chosen for the IT header You can use the Choose Dataindicator to determine which selection period will be used to select data from the various infotypes to structure the infotype header. If you set the Choose Dataindicator, you will use data that is valid for the start date of the current processed, or displayed, infotype record to structure the infotype header. If you do not set the Selected Dataindicator, the data that is valid for the system date will be used to structure the infotype header. By using the Data Selection Control indicator, you can implement both the start date and the system date in the Infotype Header Data Selection Control (T588H) table independently of the info(sub)type. Example A Basic Pay(0008) data record is valid from 01.01.1996 to 31.12.9999. The employee's valid organizational assignment on 01.01.1996 should be displayed in the infotype header. The Personal Data(0002) infotype is valid from the employee's birth date. There is no point in displaying the employee's first valid organizational assignment since his or her birth date. Therefore, the system date is displayed for the employee's valid organizational assignment. A date-dependent text field is used for a field in the Organizational Assignmentinfotype (0001) in the infotype header. The start date of the Organizational Assignment infotype data record determined by the above settings is used to read this text. If more than one text is valid within the validity period of the infotype record, the text that was valid at the start of the infotype record is used. IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes 17 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes Database Table for Applicant Data This field contains the name of a database table for an applicant infotype. If entry in this field exist the infotype is used in Recruitment module Database Table This field contains the name of a database table for an infotype. Indicator: List Entry (Person-Specific Fast Entry) IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes 18 05. Personnel Administration www.globalerp.ca SAP HCM Answer the following questions about Planned Working Times and Organizational Assignment infotype attributes: 1. What is the time constraint code? What does the code mean? 2. Is past entry allowed? If so how the system reacts to past entry? 3. What are the default begin and end dates when creating this infotype record? 4. Is this infotype used for applicants? Exercise 1: Infotype Attributes 19 05. Personnel Administration www.globalerp.ca SAP HCM Solution 1: Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes> Infotypes Choose Infotype in the Choose Activity screen pop-up box and Select Infotype 0001 Organizational Assignment by either a doubleclickor highlightingthe Infotype andselectingthe Details icon (magnifyingglass). 1. Put your cursor onthe field: Time constraint andpress F1. Time constraincode: 1 Meaning of Value: An infotype record must be available at all times. This record may have no time gaps. You may not delete the recordlast storedonthe database because all records of this infotype wouldotherwise be deleted. 2. Under Retroactive Accounting Trigger part findfieldPast Entry andpress F1. 'X Entries whichrelate to past payroll periods are permitted. The systemdisplays a warningmessage. 3. Under DisplayandSelectionpart findfields Create w/o strt andCreate w/o end andpress F4. Create w/o strt value: '1 Hiringdate, if no recordexists, otherwise blankor zero. Create w/o end value: '1 Defaultvalue is 31.12.9999 4. Under Applicant infotypes part find field Applicant DBTab. As the field has a database table value assigned the infotypeis usedinthe Recruitment Module. Repeatthe same for the infotype 0007PlannedWorkingTime. 20 S A P
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A d m i n i s t r a t i o n Retroactive Accounting Trigger www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Entry Before Earliest Retroactive AccountingDate You can use the entry before earliest retroactive accounting date indicator to define if payroll-relevant data may be entered in a personnel control record before the earliest retroactive accounting period of the relevant payroll accounting area (transaction code PA03). If you set the Entry before earliest retroactive accounting date indicator, the entry of data is permissible. If an employee's earliest retroactive accounting period differs from the earliest personal retroactive accounting date, the retroactive accounting trigger for payroll is set to the higher date. Entries before this date are possible, but are used for information purposes only. If you do not set the Entry before earliest retroactive accounting dateindicator, the entry of data is not permissible. The retroactive accounting trigger for payroll is independent of the retroactive accounting trigger for time evaluation. Retroactive accountingrelevance for payroll When you make entries in the payroll past, the 'Earliest Change in Master Data Since Last Payroll' field is set in the Payroll Status infotype (0003). In the correction phase, when entries are made in the payroll past, the 'Payroll Corrections' field is also set. When corrections are made in the current period, only the 'Payroll Correction' indicator is set. Infotypes that are payroll relevant but not retroactive accounting relevant should be given the following keys: Entry in past 'E, Retroactive accounting payroll 'R Example ' ' =Infotype is not relevant to retroactive accounting, 'R' =Change triggers retroactive accounting, 'T' =Retroactive accounting is field-dependent according to T588G. 22 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes EntryBeforeTimeEvaluationRetro.AccountingLimit With the Entrybeforetimeevaluation retroactiveaccounting limit indicator, you can determine whether the entry of retroactive accounting relevant dates is permissible for an employee before thepersonal earliestretroactiveaccountingdate. If you set the Entrybefore time evaluation retroactiveaccounting limit indicator, it ispossibletomakeanentrybeforetheretroactive accounting time limit. The retroactive accounting trigger is effected,inthiscase, intheretroactiveaccountinglimit. Entries are possible before this date, but only for documenting purposes. If you do not set the Entry before time evaluation retroactive accountinglimitindicator,theentryof dataisnot permissible. The retroactive accounting trigger for time evaluation is independentof theRetroactiveaccountingtrigger for payroll. FeaturenameforPDC/TimeMgt.recalculationrecognition If recalculations (payroll accounting or time management) are detectedat fieldlevel, youcanenter thenameof afeaturehere. When table T588G (Field-Specific Retroactive Accounting Recognition) isaccessed, theresult of thereturnvalueisenteredin the variable keyof thetable. Youcanalso control whichfieldsare retroactiveaccountingrelevant independentlyof thisfeature. Whenyoucall upthefeature, thePME01structure, whichcontains the employee's organizational assignment fields, becomes populated. The structure is populated with values from the Organizational Assignment infotype, whicharevalidfor thedateon whichretroactiveaccountingisduetotakeplace. 23 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Attributes IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes Reaction to Entry in Payroll Past Permissibility of entries relating to the payroll past. SPACE (' ') - Entries which relate to past payroll periods are permitted. This type of entry is like changing or creating a database record with a start date which lies in the last payroll period or prior to this. The system saves without displaying a warning message. 'X - Entries which relate to past payroll periods are permitted. The system displays a warning message. 'E - Entries in the payroll past are not permitted. If payroll has has never been run for the employee in question, the entries are permitted. 'I - Whether or not entries in the payroll past are permitted depends on which infotype is being processed. This entry is only suitable for certain infotypes. If used in other infotypes, the system does not perform a check. Reaction indicator for 'No organizational assignment' When changing or creating records of payroll-relevant infotypes, a check is carried out to determine whether an entry relates to the payroll past. For this check, the system requires the employee's payroll area which is stored in infotype 0001 (organizational assignment). Some payroll-relevant infotypes should also be stored for a time period during which the employee has no organizational assignment (e.g. tax data for the entire year even if the employee entered the company in the middle of the year). In this case, you must specify the indicator 'W' for 'No org. assignment' in table T582A. The system then displays a warning instead of an error. If you do not want any message to be issued enter "N" for No org. assignment. This indicator is not used if infotype 0001 records must be available for certain checks, such as is the case in infotypes in which wage types are maintained. To validate the wage type, you require the country modifier from table T001P (derived from the personnel area/ subarea) or the permissibility for each payroll type (derived from the employee group/subgroup using T503 and T511). If no organizational assignment is available, an error message which terminates processing is displayed. 24 05. Personnel Administration www.globalerp.ca SAP HCM Answer the retroactive accounting questions regarding infotype 0006 Addresses: 1. Is Retroactive Payroll Accounting triggered by changes to this infotype? 2. Is Retroactive Time Accounting triggered by changes to this infotype? 3. How would you change the system settings so that Retroactive Payroll Accounting is triggered by a change to a single specific field in the infotype? Exercise 2: Retroactive Accounting Attributes 25 05. Personnel Administration www.globalerp.ca SAP HCM Country Specific Infotypes And Subtypes You can specify the permissibility of Infotypes for countries. If the country dependent subtypes indicator is set for the infotype, you can also specify the permissibility of subtypes for aninfotype for countries. In the transactions, Display Human Resources Master Data (PA20) and Maintain HR Master Data (PA30), validation of infotypes with country grouping of entered personnel numbers is carried out. That means that the only infotypes, or subtypes, that will be displayed are those that are permissible for the country groupings in the Infotypes- country-specific settings view. Example: Infotype 0461 is the Tax Assignment Canada infotype and is designated as Canadian-only in configuration. In the view Maintain Master Data, if an existing employee number is entered into the personnel number field, the system will determine (based on the IT0001 record) whether the employee belongs to a Canadian company code. If the employee does not belong to a Canadian Company code, infotype 0461 cannot be maintainedandwill not be visibleinthe pull-downselectionfor infotypes. 26 05. Personnel Administration www.globalerp.ca SAP HCM IMG>Personnel Management>Personnel Administration>CustomizingProcedures>Infotypes>DefineFields Relevant for RetroactiveAccounting ChooseRetroactiveaccountingrelevancefor payroll andtimeper InfotypeintheChooseActivitypop-up box andselect, withadoubleclickor themagnifyingglass, your infotypefromthetable. or IMG>Personnel Management>Personnel Administration>CustomizingProcedures>Infotypes>Infotypes ChooseInfotypeintheChooseActivityscreenpop-upbox andSelect Infotype0006Addressesbyeither a doubleclickor highlightingtheInfotypeandselectingtheDetailsicon. Under RetroactiveAccountingtrigger findthefollowingfields: 1. Field: Retr. acct. payr. hasavalue'T Retroactiveaccountingisfield-dependent accordingtotableT588G 2. Field: Retr. acct. PDChasavalue =Infotypenot retroactiveaccountingrelevant 3. If thecodefor retroactiveaccountingis"R," anychangeontheinfotypewill trigger retroactiveaccounting. If the code is "T," the systemchecks for specific field triggers as Defined in table T588Gin the IMGstep: IMG: Personnel Management Personnel Administration Customize Procedures Infotypes DefineFieldsRelevant for RetroactiveAccounting. ChoosetheactivityField-specificretroactiveaccounting recognition. Solution 2: Retroactive Accounting Attributes 27 05. Personnel Administration www.globalerp.ca SAP HCM 1. Try to create a record for infotype 0451 for an employee Mickey Mouse with personnel number 70297. 2. How does the system react when you try to create that infotype? Why? 3. Go to Infotypes: Country specific settings and check to which country is this infotype assigned. Exercise 3: Assign Infotypes To Countries 28 05. Personnel Administration www.globalerp.ca SAP HCM Solution 3: Assign Infotypes To Countries 1. You should not be able to add the record for this employee. 2. The system displays error message: You cannot maintain this infotype directly. 3. IMG: Personnel Management Personnel Administration Customize Procedures Infotypes Assign infotypes to countries Find infotype 0451 in the table, and check to which country is this infotype assigned. 29 05. Personnel Administration www.globalerp.ca SAP HCM You should now be able to: Describe what controls are available through infotype configuration Define fields relevant for retroactive accounting Explain what controls are available for the country infotype views Lesson Summary 30 S A P
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A d m i n i s t r a t i o n Screen Headers www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM After completing this unit, you will be able to: Customize the screen headers of the infotype Perform screen modification Lesson Objectives 32 05 Personnel Administration www.globalerp.ca SAP HCM The screen header consists of the first three lines displayedonsingleandlist screens. In the standard delivered SAP system, a screen header is already assigned to each infotype. In addition, the systemcontains information on whether the data is valid on the system date or on the start date of the Organizational Assignment infotype. Each screen header is assigned a modifier which depends on the transaction class (A = Personnel Administration, B =Recruitment). You can change the screen header, that is, you can customize the first three lines. You can display data from any infotype, includingcustomer infotypes. In addition to any infotype fields you can also include passport photos of your employees in the infotype header in Infotype Header Definition view. In the System Table view, determine the document type with which you want to enter the passport photos inthe optical archive. Screen Header IMG> Personnel Management> Personnel Administration> Customizing User Interfaces> Change Screen Header Define infotype header using table control. 3 lines and 83 columns maximum. 33 05. Personnel Administration www.globalerp.ca SAP HCM Defining Header IMG> Personnel Management> Personnel Administration> Customizing User Interfaces> Change Screen Header A screen header is already assigned to each infotype. 34 05. Personnel Administration www.globalerp.ca SAP HCM Defining Header IMG> Personnel Management> Personnel Administration> Customizing User Interfaces> Change Screen Header> Header Structure per Infotype/ Header Modifier/ Infotype Header Definition In addition to the country grouping and transaction class, a header modifier is also assigned to each screen header. The header modifier defines the structure of the header. Header structure for each infotype Header modifier Infotype header definition 35 05. Personnel Administration www.globalerp.ca SAP HCM Goal: Create header for your infotype (and your infotype only) Note: Before you start the exercise, create a record for your employee Mickey Mouse with PERNR 70297 for Infotype Objects on Loan. Note the header details and arrangement. Then continue with customization of headers. Tasks: 1. Define the header structure for your infotype. Assign your infotype the header number. 2. Define a new header modifier \for your infotype to be used for employees only. 3. If your infotype is valid for Applicants, assign the header modifier '02' for applicant records. 4. Create a definition for your header so that it includes Personnel Number, Employee Name, Personnel Area, Employee Group and Employee Subgroup. Exercise 4: Create Header for your infotype 36 05. Personnel Administration www.globalerp.ca SAP HCM Solution 4: Header Modifications 1 Before you start the exercise, create a record for your employee with PERNR (here: 70297), for infotype 0040 Objects on Loan. Human Resources Personnel Management Admini stration HR Master Data Select Maintain. Enter employee number 70297 in the Personnel number field, and 0040 infotype number in the infotype field. Select the create icon. Note the sequence of fields in the header. 37 05. Personnel Administration www.globalerp.ca SAP HCM Solution: Header Modifications 2 IMG: Personnel Management Personnel Administration Customizing User Interfaces Change Screen Header Choose the activity Header Structure per infotype. On the line for your infotype, enter the value for your new screen header number ##+40 in the field Screen Header. Make sure the "choose data" box is selected. Save and choose the Back icon to return to the list of Infotype Header Activities. 38 05. Personnel Administration www.globalerp.ca SAP HCM Solution: Header Modifications 3 Choose Header Modifier in the Choose Activity pop-up box. Your new Screen Header needs a unique modifier so that you can define your own data fields on employee records. Select New Entries. Enter your values for your employee infotype header in the first line and for the applicants in the second line. Screen Header: ##+40 Transaction class: A Header Modifier: ##+85 39 05. Personnel Administration www.globalerp.ca SAP HCM Solution: Header Modifications 4 Enter values for applicant records on the second line (remember that we are using an existing header for applicant records). Screen Header ##+40 Transaction class: B Header Modifier: 02 Save the values and return to the Infotype Header Activity list. 40 05. Personnel Administration www.globalerp.ca SAP HCM Solution: Header Modifications 5A Choose the activity Infotype Header Definition. This is where you will define your header modifier for employee records to include Personnel Number, Employee Name, Personnel Area, EmployeeGroupandEmployeeSubgroup. Option1. If you prefer to copy records fromHeader Modifier '00' followthisstep. Select withyour cursor, theboxes at thebeginning of the followinglinesfor header modifier '00.' Theselinesdefine the line, column, text for the field name, the field value, andthetext descriptionof thevalue. Select theCopyas icon. In the Header Modifier field, enter your header modifier value## (where##isyour groupnumber). Select Enter Makenecessarychanges. Saveyour entriesandgeneratetheheaders. Oncetheheadersaregenerated, proceedtostep6. 41 05. Personnel Administration www.globalerp.ca SAP HCM Solution: Header Modifications 6 Example: Settings for field name PERSK (EE subgroup) Header fields DD2 DAT DTX 'DAT': field contents 'DTX': field content text (if available) 'PIC': passport photo 'DD1': field short text according to DDIC 'DD2': middle field text according to DDIC 'DD3': long field text according to DDIC 'DD4': field header according to DDIC 'TXT': user-defined text according to customizing settings 'TXD': like 'TXT' but with a DDIC interface to the relevant field Table T588J DDIC - Data Dictionary 42 05. Personnel Administration www.globalerp.ca SAP HCM Solution: Header Modifications 7 After the headers are generated, create a record for your infotypefor your employee 540991## Human Resources Personnel Management AdministrationHR Master Data. Select Maintain. Enter employee number 70297 in the personnel number field, and infotype number 0040 in the infotype field. Select the create icon. Your infotypeshouldhave your newheader. 43 S A P
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A d m i n i s t r a t i o n Screen Modification www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM Characteristics Of The Individual Screen Fields You can change the characteristics of the individual screen fields in the specific infotype, e.g. you can define fields as required-entry fields or hide any fields that are not required. In order to define screen view, you might need to know the infotype module pool and the screen number. To display this information, call up the infotype you want to change using transaction PA30 Maintain position cursor on the field you want to change, pres F1 and then select Technical Informationicon, . SAP Easy Access> Human Resources> Personnel Management> Administration> HR Master Data 45 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Screen Control IMG> Personnel Management> Personnel Administration> Customizing User Interfaces> Change Screen Modification Standard setting If this checkbox is marked, the field characteristics correspond to the standard setting. Required field Mark this checkbox to define the screen field as a required field. Optional field Mark this checkbox to define the field as an optional field. Not ready for input If this checkbox is marked, the field is an output field only and is not ready for input. Hide If this checkbox is marked, the screen field is hidden. Hide and Initialize If this field is selected, the screen field is hidden. In addition, the system initializes the corresponding field content if you create or copy an infotype record. 46 05. Personnel Administration www.globalerp.ca SAP HCM Infotype Screen Control 47 05. Personnel Administration www.globalerp.ca SAP HCM Feature For Screen Control of Your Infotype 48 05. Personnel Administration www.globalerp.ca SAP HCM You should be able to: Customize the screen headers of the infotype Perform screen modification Lesson Summary 49 S A P
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A d m i n i s t r a t i o n Infotype Menus www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM After completing this unit, you will be able to: Define user group-specific menu Change the menu structure Insert new menu options Lesson Objectives 51 05. Personnel Administration www.globalerp.ca SAP HCM Business Scenario You want users to be able to quickly and comfortably access essential employee data. To do this, you need to define clearly laid-out infotype menus. 52 05 Personnel Administration www.globalerp.ca SAP HCM You can select and edit the necessary infotype froma list of infotypes for a specific personnel number. Youcanchangethemenusequenceby: Defininguser group-specificmenus Changingthemenustructure Insertingnewmenuoptions Infotype Menus-Overview User-group specific infotypes in an infotype menu Customizable menu lay-out 53 05. Personnel Administration www.globalerp.ca SAP HCM Changing Infotype Menus IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotype Menus> Infotype Menu 3. System>User Profile>Own Data>Parameters 1. User group-dependent infotype menu 2. List of infotypes in the infotype menu 01 for the different user groups 54 05 Personnel Administration www.globalerp.ca SAP HCM Infotype Menus User Group Dependency User group 07 User group 10 System> User Profile> Own Data> Parameters (SU3) SAP Easy Access> Human Resources> Personnel Management> Administration> HR Master Data> Maintain (PA30) 55 05. Personnel Administration www.globalerp.ca SAP HCM Determining Choice of Infotype Menu IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotype Menus> Determine the Choice of Infotype Menus 4. Menu and user group-dependency 5. Choose Infotype Menus (tags) 56 05 Personnel Administration www.globalerp.ca SAP HCM Infotype Menus User Group Dependency User group 07 User group 10 System> User Profile> Own Data> Parameters (SU3) SAP Easy Access> Human Resources> Personnel Management> Administration> HR Master Data> Maintain (PA30) 57 05. Personnel Administration www.globalerp.ca SAP HCM Changed Infotype Menu SAP Easy Access> Human Resources> Personnel Management> Administration> HR Master Data> Maintain 58 05. Personnel Administration www.globalerp.ca SAP HCM Menus For Fast Entry IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotype Menus> 1) Infotype Menus / (2) Set up Infotype Menus for Fast Data Entry 2. Selection reports for fast data entry 3. Screen types for fast entry 2. Infotype menu 1. User group dependency on menus 59 05. Personnel Administration www.globalerp.ca SAP HCM Menus For Fast Entry SAP Easy Access> Human Resources> Personnel Management> Administration> HR Master Data> Fast Entry (PA70) Transaction PA70 60 05. Personnel Administration www.globalerp.ca SAP HCM You should be able to: Define user group-specific menu Change the menu structure Insert new menu options Lesson Summary 61 S A P
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A d m i n i s t r a t i o n Customizing Personnel Actions www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM After completing this unit, you will be able to: Configure personnel actions Set up the Additional Actions infotype Give example of personnel actions Lesson Objectives 63 05. Personnel Administration www.globalerp.ca SAP HCM Business Example As per your company rules, employee receive a 200 CAD allowance when they have a child. You want to set up a personnel action for this. 64 05. Personnel Administration www.globalerp.ca SAP HCM Personnel Actions Overview 65 05. Personnel Administration www.globalerp.ca SAP HCM Personnel Action Definition Functions of personnel action: It allows you to maintain a previously defined sequence of infotypes, without each infotype having to be called individually saves time and ensures standard procedure Exampl e: Instead of entering infotype maintenance transaction and creating each infotype separately and ensuring that all of the infotypes were created, transactional user should use a personnel action which holds standard sequence of infotypes for that particular action. It documents essential events in the history of an employee like changes to essential attributes (e.g. employee group and subgroup, personnel area, employment status) enables quality assurance and reduces inconsistencies Exampl e: when employees subgroup is changed frompay-scale employee to non-payscale employee if there is still a pay scale pay stored in the basic pay infotype, there would be inconsistencies. When you make the change via action, all the critical infotypes can be integrated in the process so that no essential adjustments is overlooked. Apersonnel actionisacollectionof several logicallyconnectedinfotypesinthesystemwhich, inanexact sequence, areusedfor processingof aparticular systemactivity. 66 05. Personnel Administration www.globalerp.ca SAP HCM Hire Leave of Absence Change of pay Organizational reassignment Termination Early retirement Retirement Reentry into company Examples of Personnel Actions 67 05 Personnel Administration www.globalerp.ca SAP HCM Personnel Actions SAP Easy Access> Human Resources> Personnel Management> Administration> HR Master Data> PA40 - Personnel Actions/ PA42 Fast Entry for Actions Transaction PA40 Transaction PA42 68 05 Personnel Administration www.globalerp.ca SAP HCM Default Values For Infotypes (Feature DFINF) This feature controls the determination of field values in certain infotypes. A distinction must be made between the Actions infotype (0000), and the other infotypes in which this feature is used. Here, the feature controls the determination of field values when a data record is copied. Default values are generally taken fromthe previous record. In certain cases, the values should be taken from the settings made in Customizing. Infotype Actions (0000) - default values for organizational assignment Infotype Organizational Assignment (0001) - defaultvaluefor payroll area Infotype Planned Working Time (0007) - default valuefor work schedule rule(SCHKZ). Infotype Basic Pay (0008) - default value for pay scale type and area; and also for capacity utilization level and working hours per period taken from PlannedWorkingTime infotype(0007). IMG> Personnel Management> Personnel Administration> Customizing Procedures> Infotypes> Copy Default Values for Infotypes Procedure When copying data records, you can use the fields below to determine whether the default values are taken from the settings in Customizingor fromthe previous record: o MASSN Action o MASSG - Reasonfor action Note: You cannotuse these fields for infotypeActions (0000). X =Values fromCustomizingtable =Values fromprevious record 69 05 Personnel Administration www.globalerp.ca SAP HCM In this node, you can define personnel actions together with the possible reasons and the work contents and the choice of actions for the administrator. Customizing Actions IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions 70 05. Personnel Administration www.globalerp.ca SAP HCM Creating A New Personnel Action 1. Define infotypes and their sequence (infogroup) 2. Define characteristics of personnel action 3. Create an action reason 4. Include new personnel action in HR master data menu (action menu) 71 05. Personnel Administration www.globalerp.ca SAP HCM Define Infogroup IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Define Infogroups 1 2 3 1.Usergroupdependencyoftheinfogroup. a. ChoosemenucategoryGandtheinfogroup. b.Determine whether the info group is to be dependent on the user group. c. If necessary, assignthesystemresponseif theuserhasnot maintained theusergroupor wheretherearenoentriesintheinfogroup. 2.Infogroupmodifier a. MaintainthefeatureIGMOD. b. Always call uptheinfo groupasthefirst decisionrule, otherwise you will need to make entries for the respective return codes for eachinfogroup. c. For additional decision rules, you can call up country grouping, companycode, personnel area, personnel subarea, employeegroup, andemployeesubgroup. 3.Infotypesoftheinfogroup a. Choosetheinfogroup. b. Assign the operations, infotypes and info subtypes for the user group andthereturnvalueof thefeatureIGMOD. 72 05. Personnel Administration www.globalerp.ca SAP HCM Infogroup IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Define Infogroups> Infogroup Infogroupmodifier The info group modifier feature (IGMOD) allows you to store the contentsof variablekeyT588D-IGMODaccordingtothecompanycode, personnel area, employeegroup, employee subgroup, action type and reasonfor action. Usergroup Menu-setup for a menu-guided or system-guided transaction in table T588B or infotype setup for a menu in table T588D can be defined accordingtotheuser'sneeds. InfotypeScreenControl You can use infotype screen control to assign several infotype texts to one infotype. These infotype texts must be assigned to differentscreens. Infotypescreencontrol enablesyoutoassignseveral screenstooneinfotype. Thisfunctioncanbeusedinthefollowingcases: Many infotypes contain numerous different fields which cannot or should not all be maintained on one single screen. Often,onlyasubset of theseinfotypefieldsshouldbemaintainedononescreen. Example: IntheAttendancesinfotype(2002), youcanmaintainthecosts or theworkperformedonseparatescreens accordingto whichfunctionyouselect. IntheAddresses infotype(0006), youmaynot want to maintainthecountryscreenwhichthesystemproposesfor thepersonnel areabut thescreenfor adifferent country. Thisisthecaseif theemployee'splaceof residenceisnot inthesamecountryinwhich he/sheworks. Example: If anemployeeis assignedto apersonnel areainCanada, thesystemdisplays the entryscreenfor Canada. However, if thisemployeelivesinUSA, youcanusetheAddressabroadfunctiontochoosethecountrykeyfor USAanddisplaytheentryscreen forUSA. 73 05. Personnel Administration www.globalerp.ca SAP HCM Determining Personnel Action Types IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Set Up Personnel Actions> Personnel Action Types 1.ActionType An actiontypegroupspersonnel actionsaccording tobusinessaspects. 2.NameofActionType 3. Function character for action '1' First hiring '7' First hiring and transfer of data from Recruitment '8' Activation of personnel assignment in host country (for global employees) '9' Activation of personnel assignment in home country (for global employees) '0' Other actions 1 2 3 4 5 6 7 8 9 4. Feature for checkingaction sequence When you create a new action, the system checks whether the features of this action match the features of the previous action. The feature you enter in this field controls performance of this check. Examples A withdrawal must precede a reentry; only active employees may be sent into early retirement or terminated. 5. Infotype Group Number A two-digit number assigned to a series of infotypes. All the infotypes are run through in sequence when an action with an infotype group number is carried out. 6. Date control Here you can define as of when the new records should become valid when you select an action from the action menu and enter the start date: " ": Specified date is start date for new records "1": Specified date is end date for old records 7. Update infotype 0000 when executingan action The indicator U0000is used to define whether the personnel action type should be stored in the Actionsinfotype (0000). 8. Update infotype 0302 when executingan action The indicator U0302defines whether the personnel action type is stored in the Additional Actionsinfotype (0302). 9. Indicator: Country reassignment action Indicator which describes whether the type of personnel action indicates a country reassignment. 74 05. Personnel Administration www.globalerp.ca SAP HCM Determining Personnel Action Types IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Set Up Personnel Actions> Personnel Action Types InputFieldsforPersonnelActions Thisindicator allowsyoutocontrol organizational assignment data input optionsintheinitial screenof thePersonnel Actionsinfotype (PA40), aswell asintheActionsinfotype(0000). Use If indicator PAisset, thePersonnel area fieldisreadyfor input on theinitial screenof thePersonnel Actionstransaction(PA40), or of theActionsinfotype(0000). Youcanthencontrol theinput options for thePosition, Employee groupandEmployeesubgroupfieldswiththeindicatorsP, EGand ES, respectively. Dependencies You can only use indicator P if Organizational Management is integrated. 75 05. Personnel Administration www.globalerp.ca SAP HCM Status indicators for personnel actions. The three status indicators have the following meanings: 1. Customer defined Not used in the standard system. You can use this indicator according to your requirements. 2. Employment: 0: Employee not with company 1: Employee with company, but inactive 2: Employee with company, but as retiree 3: Employee active in company 3. Special payment- only for Austria and Spain. 0: Special payment: no entitlement 1: Special payment: standard wage type 2: Special payment: special wage type Each action is assigned the three status indicators STAT1 (customer defined), STAT2 (employment), STAT3 (special payment) in the customizingsystem. Whenapersonnel actionrecordiscreated, thesystemautomaticallyfillstheCustomer defined, Employment andSpecial payment fieldsif theactionaffectstheemployee'sstatus. Thefirst recordof theActionsinfotypeisassignedthestatusspecifiedinthecustomizingsystem. All other recordshavethesamestatus indicator asthenewpersonnel actionif thisisnot BLANKinthecustomizingsystem. This applies to all three indicators. Personnel Actions Change Status Indicators IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Set Up Personnel Actions> Personnel Action Types 76 05. Personnel Administration www.globalerp.ca SAP HCM Employment Status Field STAT 2 Leaving/ Termination Leave of Absence Retired/Retiree Active 0 1 2 3 77 05. Personnel Administration www.globalerp.ca SAP HCM Checking Status Indicators When Running Actions IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Set Up Personnel Actions> Personnel Action Types FEATURE FOR CHECKING ACTION SEQUENCE When you create a new action, the system checks whether thefeatures of thisactionmatchthe featuresof the previous action. The feature you enter in this field controlsperformanceof thischeck. Examples: A withdrawal must precede a reentry; only active employees may be sent into early retirement or terminated. The following features are available: MSN20for withdrawal MSN21for reentry MSN32for early retirement/retirement Check employment status for old action using feature MSN32 ERROR EE not with the company ERROR EE already retired O.K. to process 0 withdrawn 2 Retiree 1 inactive or 3 active 78 05. Personnel Administration www.globalerp.ca SAP HCM Reasons For Personnel Action Types IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Create reasons for Personnel Actions 79 05. Personnel Administration www.globalerp.ca SAP HCM Changing Action Menu IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Change Action Menu MENU TYPE (INFOTYPE MENU/INFO GROUP) B: Applicantactionsmenu The applicant actions menu is used in Recruitment and appears when you select theApplicantactionsfunction. M: Personnel actionsmenu Thepersonnel actionsmenuisusedinPersonnel Administrationandappears whenyouselect thePersonnel actionsfunction. G: Infogroup Whenyoucreateanactionfor anapplicant or employee, theinfotypeswhich belongtooneinfogroupareproposedfor processing. I:Infotypemenu The infotypes are displayed on the initial screen of menu-guided functions such as Display or Maintain applicant data and Display or Maintain employeemasterdata, Fastentry, etc. S:Selectionofinfotypemenus Several infotypemenuscanbeassignedtoonemenu-guidedfunction. You can select different menus usingthe Other menufunction. The system stores your last selection and sets this as the default when you select the functionagain. 80 05. Personnel Administration www.globalerp.ca SAP HCM Changing Action Menu IMG> Personnel Management> Personnel Administration> Customizing Procedures> Actions> Change Action Menu> Action Menu/ User Group Dependency on Menus and Info Groups 81 05. Personnel Administration www.globalerp.ca SAP HCM 1. Change of EE subgroup Additional Actions EG: Hourly employee EG: Salaried employee 2. Addition to family On the same day 82 05. Personnel Administration www.globalerp.ca SAP HCM Activating additional actions Activation 'Additional Actions' Report RPUEVSUP makes the required entries in the Additional Actions infotype (0302). In table T77S0, it sets the value of the semantic code EVSUP to 1 for the groupADMIN. This activates the Additional Actions infotype(0302). In table T529A, it sets the indicator U0302 for all personnel actiontypes. The systemthen logs all personnel action types that are executed for an employee and their related reasons inthe Additional Actions infotype (0302). It creates an Additional Actions record (0302) on the specified key date for each record in the Actions infotype(0000). SAP Menu Bar> System> Services> Reporting > RPUEVSUP or enter directly transaction SA38 > RPUEVSUP Report RPUEVSUP 83 05. Personnel Administration www.globalerp.ca SAP HCM Displaying Additional Actions In Infotype 0000 Note that you can only store one personnel action a day in the Actions infotype (0000) !!! In customizing, you can specify which action type should be stored, that is, which should be kept, for an employee per day if more than one personnel action was run for the employeeon the same day. As a rule, you should choose personnel actions that result in a status change, for example, the leaving action which changes the employees status fromactiveto left.The other action(s) will be stored inIT0302. The Additional Actions infotype (0302) only stores the action types and the reasons. Note: You cannot run two personnel actions that change an employee's status on the same day. For example, you cannot run a leaving action and an early retirement/retirement action on the same day. In this case, one actionwould overwrite the other. 84 05. Personnel Administration www.globalerp.ca SAP HCM Employee Leaves the Company: Termination Action implies the employee is not expected to return to the company Status change in Actions infotype, employee status set to 0: Employee not with company Personnel Number is not deleted Certain infotypes are delimited, e.g. Objects on Loan (0040) Some infotypes cannot be delimited, e.g. Personal Data (0002) 1. Termination personnel Action 85 05. Personnel Administration www.globalerp.ca SAP HCM Employee reenters the company Employees previous Personnel Number is re-activated as it provides a continuous history in the Lifecycle of the employees involvement with the company Status change in Actions infotype, status set to 3: Employee active in company Start date entered into delimited infotypes 2. Rehire Personnel Action 86 05. Personnel Administration www.globalerp.ca SAP HCM Employee retires with the company pension Status change in Actions infotype, status set to 2: Employee with company, but as retiree Employee group changed to Retiree and employee subgroup to Retiree Company pension entered into the Basic Pay infotype (0008) 3. Retirement personnel Action 87 05. Personnel Administration www.globalerp.ca SAP HCM Fast Entry Of Personnel Actions The Fast Entry of Personnel Actions function is available for some actions. This function enables you to carry out a personnel action for one employee. There are several required entry fields that you must fill on the Fast Entry screen in order to carry out a personnel action. You can enter all the important data for the individual employee that is not derived fromthe default values. Using these entries as a basis, the systemwill fill all the other fields with default values (for example, if you make an entry in the required entry field Position, the systemwill automatically suggest a default value for the field Payroll accounting area). When you use the Fast Entry of Personnel Actions function, the system does not display the fields for which default values are suggested automatically. The advantage of this function is that you can maintain all the required entry fields for all the infotypes belonging to a particular personnel action on one screen. This prevents you fromhaving to maintain all of the fields included in the infotypes assignedto the personnel action. Transaction PA42 In the standard system, you can only use the Fast Entry of Personnel Actions functionfor the followingactions: Hiring Organizational reassignment In the Implementation Guide for Personnel Administration, you have the option of customizing the Fast Entry of Personnel Actions function to suit your company-specific requirements. You can set up your own fast entry screens for all the personnel action types you require by determining the content and layout of the screens. 88 05. Personnel Administration www.globalerp.ca SAP HCM You should be able to: Configure personnel actions Set up the additional actions infotype Give examples of personnel actions Lesson Summary 89 S A P
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A d m i n i s t r a t i o n Customizing Dynamic Actions www.globalerp.ca 05. Personnel Administration www.globalerp.ca SAP HCM After completing this lesson, you will be able to: Initiate different actions using a dynamic action like maintaining an additional infotype record or sending a mail. Lesson Objectives 91 05. Personnel Administration www.globalerp.ca SAP HCM Your Human Resources Department would like three automatic actions to occur in the system: When employees marital status changes fromsingle to married, the Family/Related Personinfotype shouldappear automatically. When administrator's area of responsibility changes, he/she should be automatically notifiedvia SAP office mail. The HR Administrator would like to be reminded to ask an employee who has borrowed a laptopto return it one monthbefore the employee shouldreturn it. Business Example 92 05. Personnel Administration www.globalerp.ca SAP HCM Dynamic Actions Indicator for step P- Check conditions I- Maintain infotype record W- Set default values when creating a new record V- Reference to another step F- Call routine M- Send mail Other entries in this column mean "comment line. Function character of step This controls for which types of processing (create, change and/or delete a data record) a dynamic action should be carried out. The processing type is indicated by a two-digit numeric value. These values can be added up; in other words, you can enter several processing types for each infotype, subtype or field. A dynamic action can also be carried out independent of the current processing type. 00for Independent of the current function carried out 02for Change 04for Create 06for Change and create 08for Delete 10for Change and delete 12for Create and delete Examples If you enter 06, an action is carried out if the specified infotype was created or changed. If you enter 00, an action is carried out irrespective of whether the specified infotype was created, changed or deleted. Sequence Number This field holds the sequence number of the withholding type. IMG> Personnel Management> Personnel Administration> Customizing Procedures> Dynamic Actions 93 05. Personnel Administration www.globalerp.ca SAP HCM General Functions Infotype Subtype Field Change (02) Create (04) Delete (08) Change and Create (06) Change and Delete (10) Create and Delete (12) Independent of the current function Independent of the current function carried out (00) I- Maintain infotype record W- Set default values when creating a new record F- Call routine V- Reference to another step M- Send mail P- Check conditions 94 05. Personnel Administration www.globalerp.ca SAP HCM Maintaining additional infotypes P- Check conditions I- Maintain infotype record Action, infotype, subtype, Object ID, validity IMG> Personnel Management> Personnel Administration> Customizing Procedures> Dynamic Actions xx/xx/xxxx xx/xx/xxxx 95 05. Personnel Administration www.globalerp.ca SAP HCM You should be able to: Initiate different actions using a dynamic action: Maintaining an additional infotype record Sending a mail Lesson Summary 96 S A P
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