Project MAESTRO. A Look Into Infotypes. SAP Human Resource Implementation. End User Orientation III

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1 Welcome Back! Project MAESTRO SAP Human Resource Implementation WORKING TOGETHER CITY EAST HARBOR MISSION PIERCE SOUTHWEST TRADE-TECH VALLEY WEST DISTRICT OFFICE Modernizing All Employee Systems to Revitalize Operations End User Orientation III A Look Into Infotypes Los Angeles Community Colleges June 24, 2004 Board Room District Office 1:30pm - 3:30pm 1

2 Agenda Welcome! Organizational Management (OM) Organizational Tree Personnel Administration (PA) IT0000, IT0001, IT0002 Benefits (BN) Ben. Admin. Screen, IT0167, IT0168, IT0169 Jim Grivich Time Management (TM) IT0007 Payroll (PY) IT0008, IT0014, IT0015 Question & Answer 2

3 LACCD Structures Organizational Structure Organizational Tree Provides a complete model of the structural and personnel environment for LACCD. Personnel Structure Jim Grivich Employee Group Represents the status of employment. Employee Subgroup Indicates whether the employee is eligible for medical benefits. Enterprise Structure Personnel Area Represents the campus location. Personnel Subarea Represents the bargaining unit and basis. 3

4 Organizational Tree Processed in erpa Department Position Number Class Code Assignment Scott Wadlow Organizational Unit Position Job Person Description: The Organizational Tree depicts the organizational and reporting structures in our company. 4

5 What is an Infotype? Jim Grivich Definition: A logical grouping of information. An infotype in SAP is comparable to what an end user would view on a DEC screen. Infotypes are located on an employee s master data. 5

6 PA: Infotype Actions Processed Processed in DEC: in DEC: Replaces the information entered on DEC screens E352 and E353 and assignment changes entered into e-rpa. Mary Dolan Description: This infotype shows the type of personnel action and status of employee. Processed Processed in SAP: in SAP: Using the Display function will show a history of actions as created in PA 40. The Display function on each infotype will show the history of information on that infotype. 6

7 PA: Infotype 0001 Organizational Assignment Equivalent of DEC screen E353 and New Assignments entered into e-rpa. Mary Dolan Required fields include: Subarea, Funds Center, and Payroll Area. Description: This infotype incorporates the employee s enterprise and personnel structure into an assignment. These structures include information on location, bargaining unit, status, basis, and overtime eligibility. 7

8 PA: Infotype 0002 Personal Data Replaces information entered on DEC E352. Mary Dolan Description: This infotype shows the personal data on an employee including birth date, gender, marital status, and number of dependent children. Depending upon the information entered into Marital Status and Number of Children, a dynamic action will occur to the benefits enrollment infotypes for eligible employees. 8

9 BN: Infotype 0167 Health Plans Overview Replaces the information shown on DEC Screen E003. Isabel Alejandro Upon completion of benefits enrollment, this infotype is updated to show the employee s health plans enrollment. Description: This infotype list all the health plans an employee is currently enrolled in. Health plans are medical, dental and vision. 9

10 BN: Infotype 0167 Health Plans Replaces the information shown on DEC Screen E003 and E016. Isabel Alejandro Description: IT 0167 provides the details of the employee s enrollment in health plans. In addition to plan enrollment, this IT has the effective date of enrollment, dependents covered, cost and adjustment reason. 10

11 BN: Infotype 0168 Insurance Plans Overview Replaces the information shown on DEC Screen E003. Isabel Alejandro Description: This infotype lists all the insurance plans an employee is currently enrolled in. Insurance plans are basic life, voluntary life, and voluntary ad &d. Upon completion of benefits enrollment, this infotype is updated to show the employee s insurance plans enrollment. 11

12 BN: Infotype 0168 Insurance Plans Replaces the information shown on DEC Screen E003 and E010. Isabel Alejandro Description: IT 0168 provides the details of the employee s enrollment in insurance plans. In addition to plan enrollment, this IT has the effective date of enrollment, amount of coverage, dependents covered, cost, and beneficiaries. 12

13 BN: Infotype 0169 Savings Plans Overview Replaces the information shown on DEC Screen E003 and E004. Isabel Alejandro Description: This infotype lists all the savings plans an employee is currently enrolled in. Savings plans include the retirement plans and tax shelter annuities. Upon completion of benefits enrollment, this infotype is updated to show the employee s savings plans enrollment. 13

14 BN: Infotype 0169 Savings Plans Replaces the information shown on DEC Screen 004. Isabel Alejandro In addition to plan enrollment, this IT has the effective date of enrollment and contribution percentage. Description: This infotype provides the details of the employee s enrollment in savings plans. 14

15 TM: Infotype 0007 Planned Working Time Currently DEC does not store work schedules but the system is uploaded with pre-stored timecards. Only the employee s immediate supervisor knows Processed the work schedule in SAP: that an employee works each week. Fern Carter Description: The work schedule rule determines which period work schedule is used to set up the work schedule, and the day of the period as of which it applies. A period work schedule is made up of a sequence of daily work schedule over a defines period. Period work schedules can extend over one week, several weeks, or a period that is not divisible by seven. Work schedules will be in the system for each employee at the different sites. 15

16 PY: Infotype 0008 Basic Pay Information is stored on DEC screen E008. Michael Phillips Description: This infotype list an employee s base pay (monthly rate for salaried employees and hourly rate for hourly employees). Differentials that the employee is eligible for are automatically defaulted onto the infotype with the proper amount. The employee s pay scale structure, annual salary, and monthly work hours are also defaulted on this infotype. The employee s base pay is defaulted based on the employee s Pay Scale Structure assignment. The monthly salary is a total of the regular salary plus any differentials that are applicable. The annual salary is generated based on the employee s payment model (10 or 12) located on infotype

17 PY: Infotype 0014 Recurring Payments and Deductions Information is currently stored in DEC screen E003 under the drop down list. Michael Phillips Description: This infotype is used to generate any recurring payments or deductions (i.e. charitable contributions, unions dues, etc.) The length of payment is determined by the start and end date on the infotype specified by the end user. The amount can be manually entered by the end user. 17

18 PY: Infotype 0015 Additional Payments The current process for one time payments is through the creation of a pay batch. Michael Phillips End user must specify the wage type and amount of the payment or deduction. Description: This infotype is used to generate any one time payments or deductions (i.e. bonuses, refund payments, etc.) 18

19 Question and Answer Jim Grivich Description: 19

20 MEETING ADJOURNED Next Meeting: August 2004 See you next time! 20