Increase the Accuracy of Time Management Using Custom Schemas and Rules

Transcription

1 Produced by Wellesley Information Services, LLC, publisher of SAPinsider Wellesley Information Services. All rights reserved. Increase the Accuracy of Time Management Using Custom Schemas and Rules Cindy Lumbert HR Focal Point

2 In This Session We will walk through a simple configuration This simple configuration will be instantly re-useable We will walk through a complex configuration Complex use of counters will allow checking before and after a holiday This is re-useable configuration for requirements that have become common practice We will review how this configuration integrates and re-uses SAP Standard 1

3 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 2

4 Overview Time Evaluation is complex Make it simple by using the standard Make minor adjustments to make major changes Copying standard functionality is expected and encouraged Most of what you will see today started as standard Time Evaluation works Use what works the way it was intended Don t recreate the wheel with Personnel Calculation Rules (PCRs) when the standard uses configuration Use Simple PCRs to interact with the standard configuration 3

5 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 4

6 Functions and Operations (Within the Rules of Time Evaluation) Operation VARST Operation VARST is only used as a decision operation You can use it to query general status fields (values from tables, infotypes, data on the weekday, and so on) or to enter them in the variable key of the personnel calculation rule Operation HRS Operation HRS processes the number of hours field You can use it to enter a particular value in the number of hours field and/or provide values from tables, infotypes, results from tables SALDO, TES, and so on 5

7 Functions and Operations (Within the Rules of Time Evaluation) (cont.) Operation OUTWP Operation OUTWP is only used as a decision operation You can use it to query work center data or to enter them in the variable key of the personnel calculation rule Operation ADDDB Operation ADDDB is an operation that is used to store values in table TES It enters the value of the number of hours field for the specified time type in table TES (day balances) Operation ADDZL Operation ADDZL adds the current number field to the internal table ZL 6

8 Functions and Operations (Within the Rules of Time Evaluation) (cont.) Function IF Execute Function If a Condition Is Fulfilled Function COPY Copies front-end sub-schema Function PTIP Process Time Data Table TIP Function ACTIO Rule-controlled execution of an action 7

9 Functions and Operations (Within the Rules of Time Evaluation) (cont.) Help for functions and operations Transaction PDSY Click F1 on any function or operation 8

10 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 9

11 Writing a Simple Personnel Calculation Rule (PCR) California Overtime A new Personnel Calculation Rule and a Sub-Schema have been incorporated here to distinguish Overtime Rules for California vs. the rest of the U.S. This is a Rule to determine a qualifying condition 10

12 Writing a Simple Personnel Calculation Rule (PCR) (cont.) California Overtime A new Personnel Calculation Rule and a Sub-Schema have been incorporated here to distinguish Overtime Rules for California vs. the rest of the U.S. (cont.) This is a sub-schema to calculate overtime 11

13 Writing a Simple Personnel Calculation Rule (PCR) (cont.) PCR = ZCAL This Rule verifies that we are looking at employees in a California Personnel Area OUTWPEMPLR asks what is the value in Work Contract field 12

14 Writing a Simple Personnel Calculation Rule (PCR) (cont.) PCR = ZCAL This Rule verifies that we are looking at employees in a California Personnel Area (cont.) OUTWPPLANT asks what is the value in Personnel Area field 13

15 Writing a Simple Personnel Calculation Rule (PCR) (cont.) Sub-Schema = ZW15 This contains 2 modified rules for further processing of overtime after 8 or 12 hours This is a copy of standard sub-schema TW15 14

16 Writing a Simple Personnel Calculation Rule (PCR) (cont.) Sub-Schema = ZW15 This contains 2 modified rules for further processing of overtime after 8 or 12 hours This is a copy of standard sub-schema TW15 (cont.) This is a Rule to determine a qualifying condition 15

17 Writing a Simple Personnel Calculation Rule (PCR) (cont.) Sub-Schema = ZW15 This contains 2 modified rules for further processing of overtime after 8 or 12 hours This is a copy of standard sub-schema TW15 (cont.) This is a Rule that executes a calculation 16

18 Writing a Simple Personnel Calculation Rule (PCR) (cont.) PCR = ZOTC This rule distinguishes working day vs. holidays or days off for 8 hour daily overtime VARSTDAYTY asks what is the value in Day Type field such as working day, day off, holiday 17

19 Writing a Simple Personnel Calculation Rule (PCR) (cont.) PCR = ZOTC This rule distinguishes working day vs. holidays or days off for 8 hour daily overtime (cont.) VARSTFREE asks whether we are scheduled to work this day 18

20 Writing a Simple Personnel Calculation Rule (PCR) (cont.) PCR = ZO02 This rule determines daily double time. It is a modified copy of the delivered daily over time rule. Time Type and Processing Type are changed for new processing 19

21 Writing a Simple Personnel Calculation Rule (PCR) (cont.) The result of these rules is: We qualify whether our employee is in the appropriate Personnel Area We determine what type of day it is so we can pay OT over 8 hours in the day We calculate time over 12 hours in a day so we can pay double time over 12 hours Therefore we satisfy California Overtime rules 20

22 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 21

23 Writing a Complex Series of PCRs Main Schema New Personnel Calculation Rules have been incorporated here to query time worked before and after a holiday This is a Rule to determine a qualifying condition 22

24 Writing a Complex Series of PCRs (cont.) Main Schema New Personnel Calculation Rules have been incorporated here to query time worked before and after a holiday (cont.) This is a Rule that checks whether we worked the day after the holiday 23

25 Writing a Complex Series of PCRs (cont.) Main Schema New Personnel Calculation Rules have been incorporated here to query time worked before and after a holiday (cont.) This is a Rule that has further processing for the day after a holiday 24

26 Writing a Complex Series of PCRs (cont.) PCR=ZHOL This rules verifies that the employee worked the day before the Holiday Here we check conditions today vs. whether we set a counter indicating we did work the day before the holiday 25

27 Writing a Complex Series of PCRs (cont.) PCR=ZHOL This rules verifies that the employee worked the day before the Holiday (cont.) Then we check if the counter is set indicating we worked the day before the holiday 26

28 Writing a Complex Series of PCRs (cont.) PCR=ZHOL This rules verifies that the employee worked the day before the Holiday (cont.) And if we had an excused absence, we move the counter forward 27

29 Writing a Complex Series of PCRs (cont.) PCR=ZHO2 This rule checks if we were paid for the Holiday Here we check if it s a holiday today and if the employee was paid the holiday wage type 28

30 Writing a Complex Series of PCRs (cont.) PCR=ZHO4 This rule directs processing to an additional rule if today is not a holiday or continues the counter if it is a holiday Here we check if it s a holiday today and moves the holiday hours paid counter along for future processing 29

31 Writing a Complex Series of PCRs (cont.) PCR=ZHO3 The combination of ZHO4 and ZHO3 verify if we worked the day after the Holiday and if we already got paid the Holiday If we got paid for the Holiday but then did not work the following day after the Holiday we reverse the Holiday hours These absence types are considered excused and therefore are considered as worked on the day before and after the holiday 30

32 Writing a Complex Personnel Calculation Rule (PCR) The result of these rules is: We look at the day before the holiday to make sure we pay the holiday time We pay the holiday time if appropriate We check the day after the holiday using counters to get past multiple holidays and weekend(or non-working) days We allow the holiday to be paid or reverse the pay if we did not work the next working day after the holiday Therefore we satisfy worked before/after the holiday criteria 31

33 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 32

34 How to Integrate with SAP Standard Much of what you ve seen today integrates directly with SAP standard or is a copy of standard Standard Modified On the left are sections we reuse. On the right is what we modified. 33

35 How to Integrate with SAP Standard (cont.) Much of what you ve seen today integrates directly with SAP standard or is a copy of standard (cont.) Standard Modified On the left are sections we reuse. On the right is what we modified. 34

36 How to Integrate with SAP Standard (cont.) Much of what you ve seen today integrates directly with SAP standard or is a copy of standard (cont.) Standard Modified On the left are delivered values. On the right is what we modified. 35

37 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 36

38 Using Custom Functions and Operations Use a custom function or operation when: Standard does not meet the requirement Standard is overly complex Standard may not apply to all scenarios Custom code is straightforward 37

39 Using Custom Functions and Operations The examples below illustrate determining an anniversary date Standard depends on storing balances over long periods Standard Custom On the left, standard operations make this complex. On the right, a custom operation simplifies the logic. 38

40 What We ll Cover Overview Functions and operations within the rules of time evaluation Writing a simple Personnel Calculation Rule (PCR) Writing a complex series of PCRs How to integrate with SAP standard Using custom functions and operations Wrap-up 39

41 Where to Find More Information 4de a174cb4/content.htm?frameset=/en/0e/36e153a de a174cb4/frameset.htm&current_toc=/en/0e/36e153a de a174cb4/plain.htm&node_id=301 SAP Help Portal Personnel Calculation Rules and Operations in Time Evaluation 4de a174cb4/content.htm?frameset=/en/da/34e153a de a174cb4/frameset.htm&current_toc=/en/0e/36e153a de a174cb4/plain.htm&node_id=302 SAP Help Portal Operations VARST, HRS, and ADDDB 40

42 Where to Find More Information (cont.) 1d e829fbbd/content.htm?frameset=/en/8a/9854c246c41 1d e829fbbd/frameset.htm SAP Help Portal Using Functions and Operations to Edit Work Tables Time Management (Schema, PCR, Functions and Operations) (SAP Community Network, February 2013). 41

43 7 Key Points to Take Home Use standard configuration first Copy standard configuration next When using rules, do as little as possible then let standard configuration take over Copy standard rules and modify to your needs Use the system, automation takes manual entry errors out of the equation Know your operations Know your functions 42

44 Your Turn! How to contact me: Cindy Lumbert Please remember to complete your session evaluation 43

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