CONTENTS
1. TRANSFER POST...................................................................................................2
2. MAINTAIN INFOTYPES......................................................................................11
3. VERSION CONTROL...........................................................................................12
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1. TRANSFER POST
Complete the <From> date field.
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Enter reason
code
Make sure new
post number is
entered
No changes should be required to this infotype. <Save>.
A popup will appear as follows:
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You should only create a vacancy if you know that for the post which is to be vacated:
• the funding for the post has been agreed;
• the position is to be immediately advertised; and
• the new post is an exact replica of the existing one.
Generally, these conditions will NOT apply. When in doubt, select <NO>.
Enter the Source of funding details relating to the new post. Note: A warning message
will appear if the source of funding across posts is > 100%. You will need to go back
after the event is completed and delimit the Source of Funding infotype relating to the
previous post.
<Save>.
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Post number needs
to be amended
Change HESA
primary employment
function and
percentages if
required
Make any necessary changes to contractual arrangements and <Save>.
Check for consistency of data. If none of the information has changed, then this
infotype can be skipped provided that this is labelled <Copy HESA Master Data>.
Completion of the HESA related infotypes depends on the staff category (Job). The
cateogories are:
• 1 Managers
• 2A Academic Professionals
• 2B NonAcademic Professionals
• 3A Lab,Eng,Building,IT,Med techs inc nurses
• 3B Welfare,Careers,Personnel,Planning etc.
• 3C Arts,Media,PR,Mkting,Sports Instr
• 4A LibAsst,Clerks,Gen Admin Assistants
• 4B Secretary,Typist,Reception,Telephones
• 5 Chef,Garden,Elec&Constr,Fitters,Printers
• 6 Caretaker,Warden,Sports,Nursery,Care
• 7 Retail and customer service
• 8 Drivers,Maint Suprvs,Plant Operatives
• 9 Clean,Cater,Security,Porters,Maintenance
If in doubt, open up a new session. Use transaction PO13. Check the relationship
(B007) that the post has with job. OR Call MIS.
Complete the fields as follows:
1. Prev. UK Inst ID. A dropdown list is provided to facilitate this process.
2. Staff ID. This is the HESA Staff ID. If an employee has been returned to
HESA previously from another institution, that institution may need to be
contacted for the number. Only staff in HESA categories 1 to 3 will take their
HESA numbers with them. For other categories, or where the member of staff
has not been returned to HESA previously, use the <New Staff ID> button to
apply a number.
3. Date Entered. This is the employee’s Continuous Service Date. For the New
Starter event this will be defaulted for you. This field must be completed for all
staff.
4. Previous Employment. For HESA categories 1 to 3, select from dropdown list
available, otherwise use ‘XX’. If it appears that 2 codes may be applicable, use
the one nearest to ‘01’.
5. Professional Qualification Held. Select from dropdown list. Options are that a
professional qualification is held / is not held / not known.
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This screen should be checked. If the screen is a <Create Academic Qualification>
then the fields should be completed as detailed. If however the screen is a <Copy
Academic Qualification> and no new qualifications have been aquired, the screen may
be skipped.
The following fields should be completed:
1. Qualification type: (Optional). Available from dropdown list. Please let MIS
know if the qualification you require is not in place
3. Academic qualification. For HESA categories 1 to 3, select from dropdown
list. If this is the highest qualification available for this individual, check the
box marked ‘Highest Qual.’ as shown. For all other categories of staff ‘XX’
should be used. If it appears that more than one qualification may be
applicable, use the code nearest to ‘01’.
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4. Academic discipline. For HESA categories 1 to 3, use the dropdown list to
assign the academic discipline(s). Make sure that you use one of the 4 digit
new codes. Otherwise leave blank.
If the new position is an extension of the previous contract, select the <Extension of
Previous contract> button as indicated.
Check and confirm the Time % fields shown. The information here has been defaulted
through from IT9002. If there is an error in this screen, you can manually overwrite
the information, but you should go back and amend the information in the IT9002
record also.
Add the Cost Centre Assignment. The default value from the new organisational unit
is shown for you to copy.
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This should be completed as per New Starter Event.
The information in this infotype is defaulted in. Check entries and <Save>.
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Complete the entries relating to the new post. Don’t forget to assign a suitable next
increment date. <Save> the changes.
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2. MAINTAIN INFOTYPES
It is also possible to maintain infotypes on an individual basis.
From SAP Standard Menu: Human Resources > Personnel Management >
Administration > HR Master Data > Maintain
From User Menu: Human Resources > Personnel Admin > HR Master Data >
Maintain.
Transaction: PA30
Either choose the relevant infotype from the lists in the menu tabs, or enter the
infotype number in the <Direct Selection> box.
Select overview:
An overview screen is displayed showing all records for that employee valid within the
period selected on the front screen (or every record if not selection dates are entered.)
The particular record required can then be selected and maintained as required.
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3. VERSION CONTROL
Version Author Date Reason for Change
1.0 SAP HR Team 30.11.1998 Initial Sign Off Document. Original
document named SP New Starter.doc
2.0 Sue Lee 01.05.2003 Updated for 4.6B. Document renamed to
Process 2.3 Employment Change
(4.6B).doc in line with other process
documentation. Updated also for HESA
Screens.
3.0 Sue Lee 31.01.2004 Updated for Enterprise upgrade