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EHP5 for SAP ERP 6.

0
September 2011
English

HCM Extended Global


Personnel
Administration(552)
Building Block Configuration Guide

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany

SAP Best Practices

Personnel Administration: Configuration Guide

Copyright
2011 SAP AG. All rights reserved.

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SAP Best Practices

Personnel Administration: Configuration Guide

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SAP Best Practices

Personnel Administration: Configuration Guide

Icons
Icon

Meaning
Caution
Example
Note
Recommendation
Syntax

Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names,
screen titles, pushbuttons as well as menu names, paths, and options.
Cross-references to other documentation.
Example
text

Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE
TEXT

Names of elements in the system. These include report names, program


names, transaction codes, table names, and individual key words of a
programming language, when surrounded by body text, for example, SELECT
and INCLUDE.

Example
text

Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as names
of installation, upgrade and database tools.

EXAMPLE TEXT Keys

on the keyboard, for example, function keys (such as F2) or the ENTER

key.
Example
text

Exact user entry. These are words or characters that you enter in the system
exactly as they appear in the documentation.

<Example
text>

Variable user entry. Pointed brackets indicate that you replace these words and
characters with appropriate entries.

Example text This text denotes entries that are SAP standard settings. These entries are not
configured by SAP Best Practices and are included for informational purposes.

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SAP Best Practices

Personnel Administration: Configuration Guide

Contents
1

Purpose........................................................................................................................................ 6

Preparation................................................................................................................................... 6

Organizational Data...................................................................................................................... 6
3.1

3.1.1

Define Employee Attributes............................................................................................ 6

3.1.2

Define International Terms of Employment.....................................................................7

3.1.3

Create Payroll Area........................................................................................................ 8

3.1.4

Check Default Payroll Area............................................................................................ 9

3.1.5

Set Up Organizational Key............................................................................................. 9

3.1.6

Organizational Key Control.......................................................................................... 10

3.1.7

Organizational Creation Rules.....................................................................................10

Corporate and Contractual Agreements.....................................................................................11


4.1

Define Contract Types.................................................................................................. 11

4.1.2

Determine Periods of Notice......................................................................................... 11

4.1.3

Determine Default Contract Elements..........................................................................12


Objects on Loan............................................................................................................... 13

4.2.1

Define Objects on Loan................................................................................................13

4.2.2

Define Validation against Asset Accounting..................................................................13

4.3

Contract Elements............................................................................................................ 11

4.1.1

4.2

Set up Organizational Assignment.....................................................................................6

Define Powers of Attorney................................................................................................ 14

Evaluation Basis......................................................................................................................... 15
5.1

Monitoring of Tasks (Determine Task Type)......................................................................15

5.2

Date Specifications........................................................................................................... 15

5.2.1

Define Date Types........................................................................................................ 15

5.2.2

Determine Default Date Specification..........................................................................16

Employee Qualifications............................................................................................................. 17
6.1

Education and Training..................................................................................................... 17

6.1.1

Education/Establishment Types...................................................................................17

6.1.2

Create Educational Certificates....................................................................................17

6.1.3

Determine Permissible Certificates for Education Type................................................18

6.1.4

Branches of Study........................................................................................................ 19

6.1.5

Determine Permissible Branches of Study for Educational Types................................19

Communication Types................................................................................................................ 20

Customizing Procedures............................................................................................................ 21
8.1.1
8.2
8.2.1

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Assign Infotypes to Countries.......................................................................................21


Infotype Menus................................................................................................................. 22
Infotype Menu.............................................................................................................. 22

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SAP Best Practices


8.2.2
8.3

Determine Choice of Infotype Menus...........................................................................24


Actions.............................................................................................................................. 24

8.3.1

User Group Dependency on Menus and Infogroups....................................................24

8.3.2

Define Infogroups......................................................................................................... 25

8.3.2.1

Hiring Action............................................................................................................. 26

8.3.2.2

Transfer Action......................................................................................................... 26

8.3.2.3

Position Change Action............................................................................................27

8.3.2.4

Termination Action.................................................................................................... 27

8.3.2.5

Rehire Action............................................................................................................ 27

8.3.2.6

Retirement Action..................................................................................................... 28

8.3.2.7

Leave Of Absence Action......................................................................................... 28

8.3.2.8

Return from Leave of Absence.................................................................................28

8.3.2.9

Hire Mini-Master Record Action...............................................................................29

8.3.2.10

Separate Mini-Master Record Action...................................................................29

8.3.2.11

Rehire Mini-Master Record Action.......................................................................29

8.3.2.12

External Hire Action............................................................................................. 30

8.3.2.13

External Termination Action.................................................................................30

8.3.2.14

External Rehire Action......................................................................................... 30

8.3.3

Set up Personnel Actions............................................................................................. 31

8.3.4

Update Infotype 0302 when Executing an Action.........................................................32

8.3.4.1

Additional Actions..................................................................................................... 32

8.3.5

Create Reasons for Personnel Actions.........................................................................32

8.3.6

User Group Dependency on Menus and Info Groups..................................................35

8.3.7

Change Action Menu.................................................................................................... 36

8.4
9

Personnel Administration: Configuration Guide

Dynamic Actions............................................................................................................... 36

Customizing User Interfaces...................................................................................................... 37


9.1

10

Infotype Headers.............................................................................................................. 37
Internal Medical....................................................................................................................... 38

10.1

Specify Examination Types.............................................................................................. 38

10.2

Determine Examination Results.......................................................................................38

11

Generate Features.................................................................................................................. 39

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SAP Best Practices

Personnel Administration: Configuration Guide

1 Purpose
This configuration guide provides the information you need to set up the configuration of this building
block manually.

2 Preparation
Before you start installing this building block, you must install prerequisite building blocks. For more
information, see the Building Block Prerequisite Matrix for HCM. The matrix (an Excel file) is linked
on the solution's DVD/website in one of the following two locations:

Content Library

Site Map

To process the actions and infotypes in this document, the user parameter UGR must be
set to 98. This setting is covered in the Quick Guide for SAP Best Practices for Human
Capital Management, located on SAP Note 1341853.

3 Organizational Data
3.1 Set up Organizational Assignment
3.1.1

Define Employee Attributes

Use
In this activity, you define the employee attributes.

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

Personnel Management Personnel Administration Organizational


Data Organizational Assignment Define employee attributes

Transaction
Code

SPRO

2. On the Change View "Employee Subgroup Grouping f. Activities/Employment/Train" screen, the


system displays the following values:
EEGr
p

Name of
Employee
Grp

Employee
Subgroup

Name of EE
Subgroup

Activity
status

Employment
Status

Training
Status

Employee

Y4

Hourly Part
Time

Employee

Y8

Salaried

1
1

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SAP Best Practices

EEGr
p

Name of
Employee
Grp

Personnel Administration: Configuration Guide


Employee
Subgroup

Name of EE
Subgroup

Activity
status

Employment
Status

Training
Status

Part Time
Exempt
Employee

Y9

Salaried Full
Time-Non
Exempt

Retiree /
Pensioner

Y3

Executives

Retiree /
Pensioner

Y5

Survivor
w/Ben

Retiree/
Pensioner

Y6

Survivor w/o
Ben

Early
Retiree

Y3

Executives

Y5

Survivor
w/Ben

Early
Retiree

Y6

Survivor w/o
Ben

Early
Retiree
Early
Retiree

Y7

Retirees

Intern

Y8

Salaried
Part Time
Non Exempt

Intern

Y9

Salaried Full
Time-Non
Exempt

Temp /
Seasonal

Y4

Hourly Part
Time

Expatriate

YI

Non-Payroll
w/Benefits

4
7
8

3.1.2

Define International Terms of Employment

Use
The Employment Contract field identifies specific types of employment agreements that may exist
between an employee and employer. The values configured in this area are used throughout the
Time Management/Evaluation and Payroll processes.

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Personnel Administration: Configuration Guide

If the configuration in this area is modified a review of all Features as well as all
Payroll/Time Personnel Calculation Rules must be made.

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

Personnel Management Organizational Data Organizational


Assignment Define international terms of employment

Transaction
Code

SPRO

2. In the dialog box for Country Grouping field enter the applicable country code.
3. On the Change View "Work Contract": Overview screen, choose the New Entries button and
enter the following values:
EC

Employment Contract

01

On commission

02

Hourly paid

03

Prem wage earn.

04

Cntrct-2wk vac

05

Cntrct-4wk vac

06

Trainee

4. Choose Save.

3.1.3

Create Payroll Area

Use
The Payroll Area defines the frequency in which an employee may be paid in an Organization. There
are five payroll accounting areas provided for the SAP Best Practices for HCM package (EhP5): four
of the Payroll Areas may be utilized to define the pay frequency active within your pay policies, and
the other for those employees who are not paid by SAP Payroll.

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

Personnel Management Personnel Administration Organizational


Data Organizational Assignment Create payroll area

Transaction
Code

SPRO

2. On the Change View "Payroll Areas": Overview screen, choose the New Entries button and
enter the following values:

For more information regarding Payroll Areas, refer to the Payroll User Guide.

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Personnel Administration: Configuration Guide

Payrol
l

Payroll Area

Period

Period

Area

Date

Text

Paramete
r

parameter
text

Payroll
Relevant

Modifie
r

10

Monthly

01

Monthly

Select

01

11

Semi-monthly

02

Semi-monthly

Select

01

12

Weekly

03

Weekly

Select

01

13

Bi-weekly

04

Bi-Weekly

Select

01

99

Non-payroll
relevant

01

Monthly

01

3. Choose Save.

3.1.4

Check Default Payroll Area

Use
Once these Payroll Areas are defined, default values for the payroll accounting area for your
employees can be established. When an employees Organizational Assignment is maintained, the
correct Payroll Area is proposed as a default in Infotype Organizational Assignment (0001).
Feature ABKRS is utilized to define these defaults. The SAP Best Practices for HCM package
(EhP5) is delivered with the payroll defaults set to propose the following for all employees. This
feature should be modified to reflect the appropriate payroll default based on how the employee is
classified within the organization.

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

Personnel Management Personnel Administration Organizational


Data Organizational Assignment Check Default Payroll Area

Transaction
Code

SPRO

ABKRS:
D
**

3.1.5

MOLGA
&ABKRS=**,

Set Up Organizational Key

Use
You can use all elements of the organizational structure to define the organizational key. The
organizational key is made up of a 14-character field. Each customer determines the structure of the
key. The organizational key can be used for authorization checks.
In The SAP Best Practices for HCM package (EhP5), the variable key has been set to 01".

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SAP Best Practices

Personnel Administration: Configuration Guide

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

Personnel Management Personnel Administration Organizational


Data Organizational Assignment Set up organizational key

Transaction
Code

SPRO

2. On the Choose Activity screen, select Organizational Key: Maintain feature VDSKI activity and
choose the Choose button. On the Process feature VDSK1: decision tree" screen, the system
displays the following values:
VDSK1:
D
**

3.1.6

MOLGA
&VDSK1=01,

Organizational Key Control

Use
Variable key 01 formats the organizational key according to creation rule 01.

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

Personnel Management Personnel Administration Organizational


Data Organizational Assignment Set up organizational key

Transaction
Code

SPRO

2. On the Choose Activity dialog box, select Organizational key: Control, and choose the Choose
button.
3. On the Change View "Organizational key: Control": Overview screen, choose the New Entries
button and enter the following values:
Variable Key

Default/Validation

Creation Rule

01

01

16

16

19

19

4. Choose Save.

3.1.7

Organizational Creation Rules

Use
The creation rule 01 for the organizational key in the SAP Best Practices for HCM package (EhP5) is
Personnel Area (P0001-WERKS) followed by Cost Center (P0001-KOSTL).

Procedure
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SAP Best Practices

Personnel Administration: Configuration Guide

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


IMG Path

Personnel Management Personnel Administration Organizational


Data Organizational Assignment Set up organizational key

Transaction
Code

SPRO

2. On the Choose Activity dialog box, select Organizational key: Creation rules and choose the
Choose button.
3. On the Change View "Organizational key: Creation rules.": Overview screen, choose the New
Entries button and enter the following values:
Creation Rule

Serial no.

Field Name

Length

01

01

P0001-WERKS

04

01

02

P0001-KOSTL

10

4. Choose Save.

4 Corporate and Contractual Agreements


4.1 Contract Elements
4.1.1

Define Contract Types

Use
The following Contract types are available in the SAP Best Practices for HCM package (EhP5) for
use with the Contract Elements infotype (IT0016).

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

Personnel Management Personnel Administration Contractual and


Corporate Agreements Contract Elements Define Contract Types

Transaction
Code

SPRO

2. On the Change View "Contract Types": Overview screen, choose the New Entries button and
enter the following values:
Contract Type

Contract Type Description

Fixed Term Contract

05

Probation

Select

06

Seasonal

Select

3. Choose Save.

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SAP Best Practices

4.1.2

Personnel Administration: Configuration Guide

Determine Periods of Notice

Use
In the SAP Best Practices for HCM package (EhP5) the following standard delivered periods of
notice are defined to allow for the defaults of notice periods for employer and employee as well as
the end of probationary periods.

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

Personnel Management Personnel Administration Contractual and


Corporate Agreements Contract Elements Determine periods of
notice

Transaction
Code

SPRO

2. On the Change View "Periods of Notice": Overview screen, choose the New Entries button and
enter the following values:
Periods of Notice

Periods of Notice Description

01

Daily

02

Every 2 weeks

03

2 weeks/weekend

04

Monthly/weekend

05

6 weeks/quarter

06

4 weeks

09

2 weeks/months end

10

1 month/months end

12

2 months/months end

13

3 months/months end

14

3 months/quarter

15

4 months/calendar quarter

16

6 months/months end

17

6 months/mid-year

18

5 months/ calendar quarter

19

6 months/calendar quarter

20

7 months/quarter

21

1 year/months end

22

1 year/quarter

23

1 year/mid-year

24

1 year/years end

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Personnel Administration: Configuration Guide

Periods of Notice

Periods of Notice Description

25

Uncallable

3. Choose Save.

4.1.3

Determine Default Contract Elements

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

Personnel Management Personnel Administration Contractual and


Corporate Agreements Contract Elements Determine default
contract elements

Transaction
Code

PE03

CONTR:

TCLAS

MOLGA

**

&CONTR=42/010-6/012-3/012-13-13-01,

4.2 Objects on Loan


4.2.1

Define Objects on Loan

Use
The SAP Best Practices for HCM package (EhP5) is delivered with the most common types of
Company Property usually assigned to an employee. This configuration allows for the proposal of a
checklist on employee termination, to ensure the safe return of Company property.

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

Personnel Management Personnel Administration Contractual


and Corporate Agreements Objects on Loan Define objects on
loan

Transaction
Code

SPRO

2. On the Change View "Subtype Characteristics": Overview screen, choose the New Entries
button and enter the following values:
Subtype

Name

06

Cell Phone

07

Company Credit Card

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Personnel Administration: Configuration Guide

Subtype

Name

08

Company Car

09

Computer/Laptop

10

Security Pass

11

Parking Pass

12

Telephone Credit Card

13

Computer Monitor

14

Printer/Photocopier

15

Fax Machine

3. Choose Save.

4.2.2

Define Validation against Asset Accounting

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

Personnel Management Personnel Administration Contractual and


Corporate Agreements Objects on Loan Define validation against
Asset Accounting

Transaction
Code

PE03

If the customer is using the SAP Asset Accounting module, objects on loan can also be validated
against the asset number within feature ANLAC. In the SAP Best Practices for HCM package
(EhP5), Cell Phone and Computer/Laptop have been defined to validate against the asset number.
ANLAC:

10

MOLGA

SUBTY

10

06

&ANLAC=Y,

10

09

&ANLAC=Y,

10

****

&ANLAC=N,

4.3 Define Powers of Attorney


Use
The Powers of Attorney infotype (IT0030) can be used to store information on an employee level
pertaining to their powers of attorney. In the SAP Best Practices for HCM package (EhP5) the
standard entries are delivered as follows:

Procedure
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Personnel Administration: Configuration Guide

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


IMG Path

Personnel Management Personnel Administration Contractual and


Corporate Agreements Powers of Attorney Define powers of
attorney

Transaction
Code

SPRO

2. On the Change View "Subtype Characteristics": Overview screen, choose the New Entries
button and enter the following values:
Subtype

Corporate Function Description

01

Limited commercial powers of attorney

02

General commercial power of attorney

03

Power of attorney for banking transactions

3. Choose Save.

5 Evaluation Basis
5.1 Monitoring of Tasks (Determine Task Type)
Procedure
1. Access the activity using one of the following navigation options:
IMG Path

Personnel Management Personnel Administration Evaluation


Basis Monitoring of Tasks Determine Task Type

Transaction
Code

SPRO

This is your reminder area a task waiting on action (such as probation expiring,
performance appraisals due, LOA monitoring, and so on).
2. The SAP Best Practices for HCM package (EhP5) is delivered with these as samples. To meet
your requirements, change the lead or follow-up time on these notification date types.
TT

Task Type text

Unit

Lead/Follow up time

01

Expiry of Probation

Months

02

Temporary Contract

Months

03

Pay Scale Jump

Months

04

Work Permit

Months

05

Severe challenge

Months

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Personnel Administration: Configuration Guide

TT

Task Type text

Unit

Lead/Follow up time

06

Training period

10

Days

07

Dismissal protection

10

Days

08

Expiry inactive con.

Months

09

Expiry temp.contract

Months

12

Personal Interview

10

Days

84

End of Leave

20

Days

13

Follow-up Medical

Months

70

Next Appraisal

Months

5.2 Date Specifications


5.2.1

Define Date Types

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

Personnel Management Personnel Administration Evaluation


Basis Date Specifications Define date type

Transaction
Code

SPRO

2. Date Types can be proposed as defaults for Infotype Date specifications (0041). Dates stored in
Date Types can be use for Reporting as well as Payroll, Time and Benefits eligibility.

Beware these dates are used in other HR Components. Use caution should you intend
to change or rename these date types.

DT

Date Type Text

Date Indicator

16

Original Hire Date

01

17

Service Date

18

Adjusted Srvc Date

19

Expected Return Date

21

Rehire Date

42

Last Working Day

43

Last Payday

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SAP Best Practices

5.2.2

Personnel Administration: Configuration Guide

Determine Default Date Specification

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

Personnel Management Personnel Administration Evaluation


Basis Date Specifications Determine default date specification

Transaction
Code

SPRO

2. With use of feature DATAR date values can be defaulted when the Date Specifications Infotype
0041 is maintained. For the SAP Best Practices for HCM package (EhP5), Feature DATAR is
defined to propose date types 16, 17, and 18 when Date Specifications infotype (IT0041) is
maintained.
DATAR:
D
99

MOLGA
&DATAR=16, NEXTR A

"ORIGINAL HIRE DATE"

99

&DATAR=17, NEXTR B

"SERVICE DATE"

99

&DATAR=18,

"Adjusted Srvc date"

Actual dates are defaulted in the date types based on configuration in Dynamic Actions.
Refer to the Dynamic Action section in the Personnel Administration documentation for
details.

6 Employee Qualifications
In addition to extensive Qualification tracking, the SAP Best Practices for HCM package (EhP5) also
provides for a more minimalist approach to tracking employee qualification information

6.1 Education and Training


6.1.1

Education/Establishment Types

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

Personnel Management Personnel Administration Employee


Qualifications Education and Training Create education
establishment types

Transaction
Code

SPRO

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Personnel Administration: Configuration Guide

2. The SAP Best Practices for HCM package (EhP5) is delivered with updated education
establishment types for employees and applicants. Additional establishments may be added as
needed.
Type

Description

01

Primary School

02

Secondary school

20

Professional school

22

Technical school

23

Trade school

51

University/College

6.1.2

Create Educational Certificates

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

Personnel Management Personnel Administration Employee


Qualifications Education and Training Create education
certificates

Transaction
Code

SPRO

2. The SAP Best Practices for HCM package (EhP5) is delivered with updated final educational
certificates obtained by employees and applicants. Additional certificates may be added as
needed.
Certificate

Certificate description

00

No final certificate

01

Final Certificate

02

Completed course

11

Final certificate

51

Bachelors Degree

52

Masters Degree

55

Doctorate Degree

6.1.3

Determine Permissible Certificates for Education Type

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

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Personnel Management Personnel Administration Employee

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SAP Best Practices

Personnel Administration: Configuration Guide


Qualifications Education and Training Determine permissible
certificates for education type

Transaction
Code

SPRO

2. The SAP Best Practices for HCM package (EhP5) is delivered with an updated list of permissible
certificates per education type. In this step you determine which educational certificates are
permissible for the education types created. The assignments made here are used to check
whether the educational certificate is allowed for the education type specified when entering data
on an applicant's education. The table may be modified as needed.
Educ. Est.

Educ. Est. description

Certificate

Certificate description

01

Primary School

00

No final certificate

01

Final certificate

00

No final certificate

11

High School graduate

00

No final certificate

02

Completed course

01

Final certificate

00

No final certificate

01

Final certificate

51

Bachelors degree

52

Master's degree

55

Doctorate Degree

02

Secondary School

23

Trade School

51

6.1.4

University/College

Branches of Study

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

Personnel Management Personnel Administration Employee


Qualifications Education and Training Create branches of study

Transaction
Code

SPRO

2. Branches of study constitute the main focus of the employee or applicants education. The
system checks the branches of study against the education type specified when data is entered
on an employee's education. For this reason you must determine which branches of study are
permissible for an education type in the next step Determine permissible branches of study for
an education type. Sample entries such as Mechanical Engineering are delivered; this table
may be modified as needed.

SAP AG

Page 20 of 42

SAP Best Practices

6.1.5

Personnel Administration: Configuration Guide

Determine Permissible Branches of Study for Educational


Types

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

Personnel Management Personnel Administration Employee


Qualifications Education and Training Determine permissible
branches of study for education type

Transaction
Code

SPRO

2. In this step branches of study that are permissible for the education types created are defined.
The system uses the entries here to check whether the specified branches of study are
permissible for an education type when data is entered on an applicant's education. To mark a
branch of study as permissible for an education type, specify the branch of study key and the
accompanying education type key. The system then automatically provides the text for the key.
The following examples have been configured in the SAP Best Practices for HCM package
(EhP5):
Educ. Est.

Educ. Est. Description

Branch

01

Primary School

00000

02

Secondary School

Branch of Study Text

00000
23

Trade School

00000
00020

51

SAP AG

University/College

Business

00000
00011

Modern languages

00030

Psychology

00031

Pedagogy

00033

Business careers for women

00048

Business computer sciences

00050

Business administration

00051

Law

00052

Medicine

00053

Biology

00054

Chemical industry

00055

Physics

00056

Other natural sciences

00057

Mathematics

00058

Computer sciences

Page 21 of 42

SAP Best Practices


Educ. Est.

Personnel Administration: Configuration Guide


Educ. Est. Description

Branch

Branch of Study Text

00059

Technical computer sciences

7 Communication Types
Use
In this activity, you create the communication types.

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

Personnel Management Personnel Administration


Communication Create communication types

Transaction
Code

SPRO

2. Communication types are stored in Communications infotype (IT0105). The standard SAP
system is delivered with certain communication types that have been defined as subtypes of
Infotype 0105 such as 0001 system user name. We recommend you do not delete the standard
delivered entry of 0001 system user name. Communication types with a Time Constraint of 2
may have gaps but no overlapping records are allowed. Communication types with a Time
Constraint of 3 also allow gaps but records may overlap or more than one subtype may exist at
the same time.
Type

Description

Time Constraint

0001

System user name (SY-UNAME)

0002

SAP2

0003

Netpass

0004

TSO1

0005

Fax

0006

Voice mail

0010

E-mail

0011

Credit card number(s)

0020

First telephone number at work

0030

Private E-Mail Address

CELL

Cell Phone

MPHN

Mobile/Car Phone

MAIL

E-Mail

PAGR

Pager

SAP AG

Page 22 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

The workflow templates delivered by SAP use Communication Type 0001 to identify
recipient.

8 Customizing Procedures
8.1.1

Assign Infotypes to Countries

Use
In this step, you specify the permissibility of Infotypes for countries. If the Country-Dependent
Subtypes indicator is set for the infotype in view T777D Infotypes - Dialog/Database Assignment,
you can also specify the permissibility of Subtypes for country infotypes. The table below only
illustrates IT0006, but the table contains many more infotypes.

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

Personnel Management Personnel Administration Customizing


Procedures Infotypes Assign infotypes to countries

Transaction
Code

SPRO

2. On the Change View Infotypes country-specific settings": Overview screen, the system
displays the following values:
InfoTy
pe

Infotyp
e Text

STy
pe

Name

Ctry
.
Grp
g.

Name
of HR
Countr
y
Groupi
ng

Permitt
ed

0006

Address
es

E1

Tax
jurisdiction
non

04

Spain

0006

Address
es

FPC
B

Addresse
pendant le

07

Canada

0006

Address
es

HKT
X

HK:Tax
Consultant
Ad

27

Hong
Kong

0006

Address
es

J1

Official(tax)
address

22

Japan

0006

Address
es

J2

Guarantor

22

Japan

0006

Address
es

J3

Address
during leave

22

Japan

SAP AG

Not
Permitt
ed

Warni
ng

Page 23 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

InfoTy
pe

Infotyp
e Text

STy
pe

Name

Ctry
.
Grp
g.

Name
of HR
Countr
y
Groupi
ng

Permitt
ed

Not
Permitt
ed

0006

Address
es

Q1

Authorized
agent add

07

Canada

0006

Address
es

R1

Accommoda
tion provide

07

Canada

0006

Address
es

R2

Hotel
accommoda
tion p

07

Canada

0006

Address
es

US0
1

Paycheck
Location

10

USA

Warni
ng

8.2 Infotype Menus


Infotype Menus are used to group Infotypes together to form a business functional area and for data
sensitivity. The delivered menus assume the assignment to the User Parameter of UGR 98 for the
User Group.
The tabs displayed in Display and Maintain Master Data can easily be customized to meet the
customers requirements. The Infotype Menus can be defined so they are dependent on the User
Group and Reference User Group.

8.2.1

Infotype Menu

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

Personnel Management Personnel Administration Customizing


Procedures Infotype Menus Infotype Menu

Transaction
Code

SPRO

2. The SAP Best Practices for HCM package (EhP5) has grouped together commonly used
Infotypes and created seven Infotype Menus. Additional Infotype Menus and changes to the
existing Menus can be performed to meet the clients requirements.
Men
u
01

SAP AG

Menu Text

UG
R

Seq.
#

Infotyp
e

Infotype text

Basic Personal Data

98

01

0000

Actions

98

05

0001

Organizational Assignment

98

10

0002

Personal Data

98

15

0006

Addresses

98

20

0009

Bank Detail

Page 24 of 42

SAP Best Practices


Men
u

03

UD

Menu Text

Gross/Net Payroll

Time Recording

Personnel Administration: Configuration Guide


UG
R

Seq.
#

Infotyp
e

Infotype text

98

25

0021

Family Member/Dependents

98

30

0105

Communication

98

01

0008

Basic Pay

98

05

0014

Recur. Payments/Deds.

98

10

0015

Additional Payments

98

15

0027

Cost Distribution

98

20

0009

Bank Details

98

25

0011

Ext. Bank Transfers

98

30

0003

Payroll Status

98

35

0402

Payroll Results

98

01

0007

Planned Working Time

98

05

2001

Absences

98

10

2006

Absence Quotas

98

15

2002

Attendances

98

20

2007

Attendance Quotas

98

25

2013

Quota Corrections

98

30

2003

Substitutions

98

35

0416

Time Quota Compensation

98

40

2005

Overtime

98

45

2010

Employee Remuneration Info

98

50

2004

Availability

98

55

2012

Time Transfer Specifications

98

60

2011

Time Events

65

0083

Leave Entitlement
Compensation

98

01

0019

Monitoring of Tasks

98

05

0017

Travel Privileges

98

10

0032

Internal Data

98

15

0041

Date Specifications

98

20

0040

Objects on Loan

98

25

0185

Personal IDs

98
U4

Additional Personal
Data

13

Planning Data

98

01

0031

Reference Personnel Numbers

UB

Labor Relations

98

01

0016

Contract Elements

SAP AG

Page 25 of 42

SAP Best Practices


Men
u

8.2.2

Personnel Administration: Configuration Guide

Menu Text

UG
R

Seq.
#

Infotyp
e

Infotype text

98

06

0057

Membership Fees

Determine Choice of Infotype Menus

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

Personnel Management Personnel Administration Customizing


Procedures Infotype Menus Determine choice of infotype menus

Transaction
Code

SPRO

2. Once the Infotype Menus have been created, the Menus to be displayed as well as the order
must be defined:
Menu
01

Menu Text

User Group

No

Menu

Text

Personnel Administration

98

01

01

Basic Personal Data

98

05

03

Gross/Net Payroll

98

10

UD

Time Recording

98

15

U4

Addtl. Personal Data

98

20

13

Planning Data

98

25

UB

Labor Relations

8.3 Actions
Actions are used to link Infotypes together and form a business process, for example a Hiring Action.
The delivered Actions assume the assignment to the User Parameter of UGR 00 for the User Group.

8.3.1

User Group Dependency on Menus and Infogroups

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

Personnel Management Personnel Administration Customizing


Procedures Actions Define infogroups User Group
Dependency on Menus and Infogroups

Transaction
Code

SPRO

2. All actions of the SAP Best Practices for HCM package (EhP5) are user-dependent and
assigned to reference group 88. If the user does not have the parameter UGR maintained in

SAP AG

Page 26 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

their user defaults when they access the action, the system displays a warning W. The following
actions are delivered with the SAP Best Practices for HCM package (EhP5).
Menu

Menu Text

User Dep

Reaction

Reference

00

New Hire

98

33

Transfer

98

34

Position Change

98

41

Termination

98

31

Rehire

98

42

Retirement

98

38

Leave of Absence (Paid)

98

39

Leave of Absence (Unpaid)

98

40

Return from Leave of Absence

98

YB

Hire Mini-Master Record

98

16

Separate Mini-Master Record

98

17

Rehire Mini-Master Record

98

32

External Hire

98

97

External Termination

98

96

External Rehire

98

It is not possible to have multiple status-changing actions on one day. Creation of


multiple actions that change the employee status fields causes the first action to be
deleted. While the system provides a prompt warning of the deletion, this should be
made clear in all user procedures so that no data is lost due to user error.
Also, it should be noted that this functionality only pertains to infotype 0000 Actions. All
other infotypes are not affected by this and follow standard time constraints for that
infotype.

8.3.2

Define Infogroups

In the SAP Best Practices for HCM package (EhP5), you can define the sequence of infotypes that
are assigned to specific actions. This provides a consistent method of maintaining employee data
without having to maintain the infotypes individually.

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

Personnel Management Personnel Administration Customizing


Procedures Actions Define Infogroups Info group

Transaction
Code

SPRO

SAP AG

Page 27 of 42

SAP Best Practices

8.3.2.1

Personnel Administration: Configuration Guide

Hiring Action

The Hiring Action is used to hire an employee into the system. To ease data entry a number of
Dynamic Actions have been configured, details on Dynamic Actions are found in the next portion of
the Personnel Administration documentation. The following Dynamic Actions have been configured
for use with the Hiring Action:

Default dates into the dates types in Date Specifications Infotype 0041. Infotype 0041 is
created in the background with the dynamic action then presented as MOD during the Hiring
Action in order for the user to validate and change the date defaults if necessary

If the employee is identified as married on Infotype 0002, a Family Related Persons Infotype
0021 with the subtype 1 Spouse is presented

If the employee is a Union employee, the Membership Dues Infotype 0057 are created in the
background

The following Infotypes have been configured for the New Hire Action:
Infogroup

UG

IGM

No

Op

IT

Sub.

Infotype text

98

45

INS

0077

Additional Personal Data

98

50

INS

0017

Travel Privileges

98

55

INS

0315

Time Sheets Defaults

98

60

INS

0016

Contract Elements

98

65

INS

0028

Internal Medical Service

98

70

INS

0019

Monitoring of Tasks

98

97

INS

0040

Objects on Loan

98

98

INS

0185

Personal IDs

98

99

INS

0022

Education

00 New Hire

8.3.2.2

Transfer Action

The Transfer Action is used when an employee moves within the company, to another area or
company code. The Transfer may or may not result in a change of pay as well as a change in work
schedule.
Infogroup

UG

IGM

No

Op

IT

Sub.

Infotype text

98

05

COP

0006

Addresses

98

20

INSS

0008

Basic Pay

98

25

COP

0315

Time Sheet Defaults

98

30

COP

0017

Travel Privileges

33 Transfer

SAP AG

Page 28 of 42

SAP Best Practices

8.3.2.3

Personnel Administration: Configuration Guide

Position Change Action

The Position Change Action is used to capture the employees change in pay. Reasons attached to
the Action can be used to identify the reason for the changes such as increases, merit, adjustments,
and so on. Should the employee be experiencing a change in pay as well as a change in position,
the appropriate action to use would be Position Change.

8.3.2.4

Termination Action

The Termination Action is used when the employee is not expected to return to the organization.
Included in the Termination Action is the opportunity to delimit the employees Objects on Loan as
well as Recurring Deductions and Payments.
Infogroup

UG

IGM

No

Op

IT

Sub.

Infotype text

98

15

COP

0009

Bank Details

98

20

LIS9

0014

Payments/Deductions.

98

30

LIS9

0040

Objects on Loan

98

35

MOD

0041

Date Specifications

98

40

LIS9

0105

Communications

41 Termination

8.3.2.5

Rehire Action

The Rehire Action is similar to the Hiring Action. It has been included as a separate Action for two
reasons. The first being the Action Reasons associated may be different than the Hiring Action and
secondly, the former employee has a Personnel Number in SAP that can be reactivated. Utilizing the
same Personnel Number provides a continuous history in the lifecycle of the employees
involvement with the organization. Using operation COP is used instead of INS indicating the
previous record may be copied rather than created.
Infogroup

UG

IGM

No

Op

IT

Sub.

Infotype text

98

45

INS

0077

Additional Personal Data

98

50

INS

0017

Travel Privileges

98

55

INS

0315

Time Sheets Defaults

98

60

INS

0016

Contract Elements

98

65

INS

0028

Internal Medical Service

98

70

INS

0019

Monitoring of Tasks

98

97

INS

0040

Objects on Loan

98

98

INS

0185

Personal IDs

98

99

INS

0022

Education

31 Rehire

SAP AG

Page 29 of 42

SAP Best Practices

8.3.2.6

Personnel Administration: Configuration Guide

Retirement Action

The Retirement action is used when an employee retires from the organization.
Infogroup

UG IGM No Op

IT

Sub. Infotype text

98

08

COP

0007

Planned Work Time

98

20

COP

0009

Bank Details

98

25

LIS9

0014

Recurring Payments/Deductions

98

35

LIS9

0040

Objects on Loan

98

40

MOD 0041

Date Specifications

98

45

LIS9

Communications

42 Retirement

8.3.2.7

0105

Leave Of Absence Action

Two Leave of Absence Actions are delivered. One assumes the employee is on a paid leave while
the other assumes an unpaid leave. The Leave of Absence Actions contain the Monitoring of Tasks
Infotype 0019 to monitor the employees expected return to work date.
Infogroup
38 Leave of
Absence(Paid)

U
G

98

IG
M

N
o

Op

000
10 COP 6

98
15 INS

200
1

20 INS

001
9

98
39 Leave of Absence
(Unpaid)

98

000
05 COP 6

98
98

SAP AG

Sub Infotype text


.

Addresses
Absences

84

Monitoring of Tasks

Addresses

10 INS

200
1

Absences

MO
15 D

004
1

Date Specifications

20 INS

001
9

98
98

IT

001
25 LIS9 4

84

Monitoring of Tasks
Recurring
Payments/Deductions

Page 30 of 42

SAP Best Practices

8.3.2.8

Personnel Administration: Configuration Guide

Return from Leave of Absence

The Return from Leave of Absence actions is used when an employee is returning from Leave of
Absence Active Status.
Infogroup

UG IGM No Op

IT

Sub. Infotype text

40 Return from Leave of Absence

8.3.2.9

98

15 COP 0002

Personnel Data

98

20 COP 0006 1

Addresses

98

25 COP 2001

Absences

98

30 COP 0009

Bank Details

98

35 MOD 0041

Date Specifications

Hire Mini-Master Record Action

The Hire Mini-Master Record Action is used to hire an employee into the system. As opposed to the
New Hire Action, only a subset of infotypes is used to record the person in the system. The following
infotypes have been configured for the Hire Mini-Master Record.
Infogroup

UG IGM No Op IT

Sub. Infotype text

YB Hire Min-Master Record 98

05 INS 0001

Organizational Assignment

98

10 INS 0002

Personal Data

98

15 INS 0006 1

Address

98

20 INS 0041

Date Specifications

98

25 INS 0007

Planned Working Time

98

30 INS 0017

Travel Privileges

98

35 INS 0315

Time Sheet Defaults

8.3.2.10

Separate Mini-Master Record Action

The Separate Mini-Master Record Action is used to separate an employee from the system who was
hired using the Hire Mini-Master Record Action. The following infotypes have been configured for the
Separate Mini-Master Record.
Infogroup

U
G

16 Separate Mini-Master
Record

98

CO
05 P

000
1

Organizational
Assignment

98

CO
10 P

004
1

Date Specifications

SAP AG

IG
M

N
o

Op

IT

Sub Infotype text


.

Page 31 of 42

SAP Best Practices

8.3.2.11

Personnel Administration: Configuration Guide

Rehire Mini-Master Record Action

The Rehire Mini-Master Record Action is used to rehire a person into the system who was a
previous employee in SAP. This differs from the Rehire action in that it presents a subset of
infotypes. The following infotypes have been configured for the Rehire Mini-Master Record.
Infogroup

U
G

IG
M

N
o

17 Rehire Mini-Master
Record

98

000
05 COP 1

Organizational
Assignment

98

000
10 COP 2

Personal Data

98

Op

IT

000
15 COP 6

98
98

Address

004
20 COP 1

Date Specifications

INS
25 S

000
7

Planned Working Time

30 INS

001
7

Travel Privileges

35 INS

031
5

Time Sheet Defaults

98
98

8.3.2.12

Sub Infotype text


.

External Hire Action

The External Hire Action is used to hire an external person into the system. The following infotypes
have been configured for the External Hire.
Infogroup

UG

IGM

No

Op

IT

Sub.

Infotype text

98

27

INS

0008

Basic Pay

98

35

INS

0016

Contract Element

98

40

INS

0019

98

45

INS

0041

Date Specifications

98

50

INS

0017

Travel Privileges

98

55

INS

0040

Objects on Loan

32 External Hire

8.3.2.13

09

Monitoring of Tasks

External Termination Action

The External Termination Action is used to separate an external person from the system. The
following infotypes have been configured for the External Separation.
Infogroup

UG IGM No Op

97 External Termination

98

SAP AG

IT

05 COP 0001

Sub. Infotype text


Organizational Assignment

Page 32 of 42

SAP Best Practices

8.3.2.14

Personnel Administration: Configuration Guide


98

30 COP 0041

Date Specifications

98

35 LIS9 0040

Objects on Loan

External Rehire Action

The External Rehire Action is used to rehire an external person into the system. The following
infotypes have been configured for the External Rehire.
Infogroup

UG IGM No Op

96 External Rehire

98

05

INSS 0001

Organizational Assignment

98

10

COP

0002

Personal Data

98

13

COP

0007

Planned Working Time

98

15

COP

0008

Basic Pay

98

20

INS

0016

Contract Element

98

25

INS

0019 09

Monitoring of Tasks

98

30

COP

0041

Date Specifications

98

35

INS

0017

Travel Privileges

88

40

INS

0040

Objects on Loan

8.3.3

IT

Sub. Infotype text

Set up Personnel Actions

In the SAP Best Practices for HCM package (EhP5), you can use personnel actions to carry out
complex personnel administration procedures. A personnel action displays, in the correct sequence,
the infotypes that have to be maintained for a specific action.

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

Personnel Management Personnel Administration Customizing


Procedures Actions Set up personnel actions

Transaction
Code

SPRO

2. On the Choose Activity dialog box, double-click Personnel Action Types.


3. Choose New Entries.

SAP AG

00

33

U0302

IG

U0000

ESG

Control Date

EG

PA

Transfer

30

Check

Spec. Pymt

FC

New Hire

nt Employme

Name of
Action

00

Specific Customer

Action

4. Make the following entries:

Page 33 of 42

34

U0302

IG

U0000

ESG

Control Date

EG

38

MSN2
0

MSN2
1

31

MSN3
2

42

03

PA

Termination

27

Check

Spec. Pymt

Position Change

nt Employme

FC

31

Specific Customer

Name of
Action

Personnel Administration: Configuration Guide

Action

SAP Best Practices

Rehire

41

28

Retirement
Leave
of
Absence (Paid)

46

of

39

37

Leave
Absence
(Unpaid)

from
of

40

48

Return
Leave
Absence

YB

YB

Hire Mini-Master
Record
Separate MiniMaster Record

MSN2
0

16

94

Rehire
MiniMaster Record

95

MSN2
1

04

External Hire

93

External
Termination

96

External Rehire

17

32

MSN2
0

97

MSN2
1

96

5. Save your entries.

8.3.4

Update Infotype 0302 when Executing an Action

The indicator U0302 defines whether the personnel action type is stored in the Additional Actions
infotype (0302).

Use

If you set the indicator U0302, the personnel action type is stored in the Additional Actions
infotype (0302).

If you want to automatically log all personnel action types that are executed for an
employee, set the indicator U0302 for all personnel action types. All personnel action types

SAP AG

Page 34 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

that are executed for the employee and the related reasons are then stored in the Additional
Actions infotype (0302) for the specified key date.

If you do not set the indicator U0302, the personnel action type is not stored in the
Additional Actions infotype (0302)

8.3.4.1

Additional Actions

SAP standard functionality allows the execution of multiple personnel Actions on the same effective
date. As part of the installation process for the SAP Best Practices for HCM package (EhP5), the
SAP standard report RPUEVSUP prepares the system for this functionality. The Activation Program
for Additional Actions (RPUEVSUP) sets several system settings that allow multiple Action (infotype
0000) records to be stored on the same day. Refer to the Installation Guide for additional details.

It is not possible to have multiple status-changing actions on one day. Creation of


multiple actions that change the employee status fields causes the first action to be
deleted. While the system provides a prompt warning of the deletion, this should be
made clear in all user procedures so that no data is lost due to user error.
Also, it should be noted that this functionality only pertains to infotype 0000 Actions. All
other infotypes are not affected by this and follow standard time constraints for that
infotype.

8.3.5

Create Reasons for Personnel Actions

In the SAP Best Practices for HCM package (EhP5), you can determine the reasons for actions.

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

Personnel Management Personnel Administration Customizing


Procedures Actions Create reasons for personnel actions

Transaction
Code

SPRO

2. The opportunity exists to attach reasons to each Personnel Action and the Action reasons can
be very helpful in reporting. Each Action is delivered with a blank reason code to avoid
mandating a reason for each Action. To mandate a reason delete the Blank entry.
Action Code / Description

Code

Infotype text

06

New Position

07

New Product Line

08

Re-Organization

09

Attrition

Career Opportunity

Personal

00 New Hire

30 Transfer

SAP AG

Page 35 of 42

SAP Best Practices


Action Code / Description

Personnel Administration: Configuration Guide


Code

Infotype text

Lateral Move

Demotion

10

Reclassification

11

Temporary to Regular

12

Regular to Temporary

14

Re-Organization

15

Promotion

31 Position Change

27 Termination

SAP AG

No Reason
04

Pay Scale Reclassification

05

Pay Scale Increase

06

Annual Review

07

Demotion

08

Adjustment

Invol Death of Employee

10

Vol Seasonal

11

Vol Career Opportunity

12

Vol Relocation

13

Vol Health Reasons

14

Vol Further Study

15

Vol Mutual Agreement

16

Involuntary

17

Invol Management Conflict

18

Vol Dissatisfd w/Coworkers

19

Vol Dissatisfd Company Perf

20

Vol Dissatisfd Company Policy

21

Vol Dissatisfd with Pay

22

Vol Dissatisfd w/Work Hours

23

Vol Failed to return from LOA

24

Vol Quit without Notice

25

Vol Transportation Problems

26

Vol Visa Expired

27

Invol Insubordination

28

Invol Location Closed

29

Invol Viol of Company Policy

Page 36 of 42

SAP Best Practices


Action Code / Description

03 Rehire

46 Leave of Absence (Paid)

37 Leave of Absence (Unpaid)

48 Return from Leave of Absence

04 External Hire

93 External Termination

96 External Rehire

YB Hire Mini-Master Record

94 Separate Mini-Master Record

SAP AG

Personnel Administration: Configuration Guide


Code

Infotype text

30

Invol Violation of Safety Rule

05

Seasonal

06

Reinstatement

03

Sabbatical

08

Education Leave

09

Layoff with Severance

10

Military

03

Sabbatical

08

Education Leave

09

Layoff with Severance

10

Military

02

End of Leave

03

Restaffing

04

End of shut down

04

Temporary Placement

05

Special Project

01

Assignment Ended

02

Remove from Service

01

Temporary Placement

02

Special Projects

01

New Position

02

New Product Line

03

Re-Organization

04

Attrition

05

Special Projects

06

Acquisition

01

Career Opportunity

02

Relocation

03

Health Reasons

04

Further Study

05

Mutual Agreement

06

Involuntary

08

Death of Employee

Page 37 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

Action Code / Description

95 Rehire Mini-Master Record

8.3.6

Code

Infotype text

09

Management Conflict

10

Seasonal

11

Plant Closing

12

Profitability/Economic

13

Voluntary

14

Full Retirement

01

New Position

02

New Product Line

03

Re-Organization

04

Attrition

05

Special Projects

06

Acquisition

User Group Dependency on Menus and Info Groups

In this step, you define a menu of actions that appears if the user chooses the function Personnel
actions in HR master data maintenance. The menu can be defined so that it is dependent on the
user group (user parameter UGR). If there are no entries in the table for the user's user group or if
the user has not maintained their user group, a reference user group is determined, which is used to
set up the menu.

8.3.7

Change Action Menu

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

Personnel Management Personnel Administration Customizing


Procedures Actions Change action menu

Transaction
Code

SPRO

2. The Action menu controls the Actions that are listed in PA40 Personnel Actions as well as the
order. The SAP Best Practices for HCM package (EhP5) delivers the following Action Menu:
Menu
01

SAP AG

Menu Text

User Group

Seq

Action

Text

Actions

98

01

00

New Hire

98

05

30

Transfer

98

10

31

Position Change

98

15

46

Leave of Absence (Paid)

98

20

37

Leave of Absence (Unpaid)

98

25

48

Return from Leave of Absence

Page 38 of 42

SAP Best Practices


Menu

Personnel Administration: Configuration Guide

Menu Text

User Group

Seq

Action

Text

98

30

27

Termination

98

35

28

Retirement

98

40

03

Rehire

98

60

YB

Hire Mini-Master Record

98

65

94

Separate Mini-Master Record

98

70

95

Rehire Mini-Master Record

98

45

04

External Hire

98

50

93

External Termination

98

55

96

External Rehire

8.4 Dynamic Actions


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

Personnel Management Personnel Administration Customizing


Procedures Dynamic Actions

Transaction
Code

SPRO

Dynamic actions allow you to trigger certain types of processes when maintaining an infotype.
Examples of these processes are calling an additional infotype and executing a function module to
generate a field value, or creating a new infotype and passing field values like dates to the new
infotype such as with infotype IT0041 Date Specification. The following Dynamic Actions are
delivered with The SAP Best Practices for HCM package (EhP5). The actions may be commented
out as well as new dynamic actions configured.
During the Hire, Date Specifications Infotype IT0041 is created in the background with the 16
Original Hire Date, 17 Service Date, 18 Adjusted Service Date,. The start date of the Action is
defaulted as the effective date for the date types.

9 Customizing User Interfaces


9.1 Infotype Headers
Procedure
1. Access the activity using one of the following navigation options:
IMG Path

Personnel Management Personnel Administration Customizing


User Interfaces Change Screen Header Infotype header definition

Transaction

SPRO

SAP AG

Page 39 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

Code
2. The infotype header 42 has been changed so that the employee status is not appearing on top
of the employee name. It has been moved to the third line of the header next to social security
number. This change is effective for all Infotypes.
Header Mod

Line

Column

IT

42

01

42

42

Sty

Field Name

Field Type

0000

PERNR

DD2

14

0000

PERNR

DAT

33

0001

ENAME

DD1

42

46

0001

ENAME

DAT

42

01

0001

PERSG

DD2

42

14

0001

PERSG

DAT

42

17

0001

PERSG

DTX

42

33

0001

WERKS

DD2

42

46

0001

WERKS

DAT

42

57

0001

WERKS

DTX

42

01

0001

PERSK

DD2

42

14

0001

PERSK

DAT

42

17

0001

PERSK

DTX

42

33

0002

PERID

TXD

42

38

0002

PERID

DAT

42

55

0000

STAT2

TXD

42

64

0000

STAT2

DTX

Keyword

SS1

AS1

10 Internal Medical
10.1 Specify Examination Types
Use
In The SAP Best Practices for HCM package (EhP5), additional examination types have been
delivered to handle Pre, Post and Random Drug Screening. The standard delivered entries have not
been modified.

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

SAP AG

Personnel Management Personnel Administration Personal Data


Internal Medical Service Specify Examination Types

Page 40 of 42

SAP Best Practices


Transaction
Code

Personnel Administration: Configuration Guide


SPRO

2. On the Change View "Subtype Characteristics": Overview screen, choose the New Entries
button and enter the following values:
Subtype

Examination Type Text

Time Constraint

YK01

Post Offer Drug Screening

YK02

Pre Drug Test

YK03

Random Drug Test

YK04

Reasonable Suspicion

3. Choose Save.

10.2 Determine Examination Results


Use
For the enhancement package 5 release of SAP Best Practices for HCM, additional examination
results are delivered to handle pre-, post-, and random drug screening. The standard delivered
entries were not modified.

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

Personnel Management Personnel Administration Personal Data


Internal Medical Service Define Examination Results

Transaction
Code

SPRO

2. On the Change View "Examination Results": Overview screen, make the following entries:
Result

Examination Result

06

Positive

07

Negative

08

Complete

09

Incomplete

10

Invalid Test

3. Save your entries.

11 Generate Features
Use
If the features were not activated during their creation, use this activity to activate all features.

Procedure
SAP AG

Page 41 of 42

SAP Best Practices

Personnel Administration: Configuration Guide

1. Access the activity from the SAP Easy Access menu using one of the following navigation
options:
Transaction Code

SE38

SAP Menu Path

Tools ABAP Workbench Development ABAP Editor

2. In the Program field, enter RPUMKG00 and choose the Execute button (F8).
Optional: enter only the specific names of the features you want to activate
3. Leave all the defaulted values and choose the Execute button.

SAP AG

Page 42 of 42