HR310 Time Evaluation

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1 Time Evaluation SAP ERP - Human Capital Management Course Version: 98 Course Duration: 5 Day(s) Publication Date: 2014 Publication Time:

2 Copyright Copyright SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Trademarks Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mysap.com Logo and mysap.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS. g

3 Contents Contents Course Overview... v Course Goals... v Course Objectives... v Unit 1: Time Evaluation with SAP R/ Business Overview of Time Evaluation... 1 Prerequisites for Evaluating Time Data... 1 Using Time Recording Systems... 1 Concept of the Time Evaluation Driver RPTIME Unit 2: Time Evaluation Messages... 3 Time Evaluation Messages... 3 Unit 3: Collecting and Processing Time Data... 4 Customizing Time Evaluation... 4 Data Collection in Time Evaluation... 4 Operations as Tools of Time Evaluation... 4 Creating a Personnel Calculation Rule... 5 Unit 4: Personnel Calculation Schema TM Structure of the TM00 Schema... 6 Providing and Checking Time Data... 6 Determining Planned Working Times... 6 Determining Overtime... 7 Selecting Time Wage Types... 7 Compensating Overtime Wage Types... 7 Managing Time Accounts... 7 Accruing Absence Quotas... 7 Unit 5: Additional Standard Time Evaluation Solutions... 8 Special Solutions... 8 Alternative Time Evaluation Schemas... 8 Unit 6: Using the Results of Time Evaluation... 9 Integration with Payroll SAP AG. All rights reserved. iii

5 Course Overview Course Overview In this course, you learn about the time evaluation process and how it is incorporated in human resources business processes. The focus is on time and labor data that was recorded with clock times. You learn how you can customize time evaluation to suit your requirements. Target Audience This course is intended for the following audiences: Application Consultants Data Consultants Data Managers Support Consultants Unit Testers Power Users Course Prerequisites Required Knowledge HR306 (Configuration of Time Recording) is a prerequisite. Recommended Knowledge HR100 (Basics of Personnel Administration) and HR305 (Configuration of Master Data) are recommended. Course Goals This course will prepare the participant to: Describe time evaluation and its role in the business processes of human resources Customize time evaluation to suit your own requirements Course Objectives After completing this course, the participant will be able to: Describe the data flow within the time evaluation process Explain the technical flow of time evaluation Modify the standard time evaluation schema Modify standard personnel calculation rules and create new ones Customize tables 2014 SAP AG. All rights reserved. v

7 Unit 1 Time Evaluation with SAP R/3 Unit Overview In this unit, you learn the business and technical basics you require to use time evaluation. Lesson: Business Overview of Time Evaluation Describe time evaluation and its different uses Describe how time evaluation is integrated in human resources business processes Explain the difference between time recording with and without clock times and the two philosophies of time recording Lesson: Prerequisites for Evaluating Time Data List the employee master data you require for time evaluation Illustrate the SAP R/3 technique for determining a workday Explain the significance of the time management status for time evaluation Lesson: Using Time Recording Systems Describe the distribution of tasks between the time recording system and SAP R/3 Name the infotypes required for processing time postings Explain the formation of time pairs from the time postings Lesson: Concept of the Time Evaluation Driver RPTIME00 Run time evaluation 2014 SAP AG. All rights reserved. 1

8 Name the periods over which time and labor data can be evaluated Describe the data required by time evaluation as input Find out about the results of time evaluation 2014 SAP AG. All rights reserved. 2

9 Unit 2 Time Evaluation Messages Unit Overview In this unit, you find out how you can process the messages issued during time evaluation. Lesson: Time Evaluation Messages Explain the significance of messages for Time Management Create customer-specific messages Structure message processing in the Time Manager s Workplace 2014 SAP AG. All rights reserved. 3

10 Unit 3 Collecting and Processing Time Data Unit Overview In this unit, you learn how time evaluation works and its customizing tools, using the example of data collection. Lesson: Customizing Time Evaluation Adjust the time evaluation process Describe the special Customizing features of time evaluation Explain the interaction between tables, schemas, and personnel calculation rules Edit time evaluation schemas and personnel calculation rules Explain the significance of the time type for time evaluation Lesson: Data Collection in Time Evaluation Name the functions that are used to import employees planned specifications and their infotypes Describe how the internal tables in time evaluation work Describe data collection in time evaluation schema TM00 Lesson: Operations as Tools of Time Evaluation List the principal operations, and describe what they do Find detailed information about individual operations 2014 SAP AG. All rights reserved. 4

12 Unit 4 Personnel Calculation Schema TM00 Unit Overview In this unit, you learn about the most important processing steps of the TM00 personnel calculation schema in detail. Lesson: Structure of the TM00 Schema Describe the three main sections in the TM00 schema Name the processing blocks in day processing Describe the significance of initialization in the schema Lesson: Providing and Checking Time Data Provide recorded time data for time evaluation Run error checks Lesson: Determining Planned Working Times Describe how planned working times are determined Explain how time types are determined Process breaks Reduce absences 2014 SAP AG. All rights reserved. 6

13 Lesson: Determining Overtime Explain the various options you have for approving overtime Describe the process of determining overtime Describe how the overtime determined is used Lesson: Selecting Time Wage Types Explain the method of using employee and day groupings to represent your different collective agreement provisions and company agreements Describe the technical process of time wage type selection Represent contractual provisions in a time wage type selection rule Lesson: Compensating Overtime Wage Types Make overtime hours available for remuneration or compensation with time off Explain the data flow of time wage types and balances during time evaluation Lesson: Managing Time Accounts Group time types as employees time accounts Transfer times to time accounts, wage types, or quotas Check value limits for time balances and specify appropriate system responses Lesson: Accruing Absence Quotas Accrue absence entitlements automatically Make manual changes to absence entitlements that were accrued automatically Find information about employees absence entitlements 2014 SAP AG. All rights reserved. 7

14 Unit 5 Additional Standard Time Evaluation Solutions Unit Overview In this unit, you learn how to represent particular business requirements using the standard schema TM00. Lesson: Special Solutions Describe solutions to the special business tasks presented Incorporate the solutions in your own personnel calculation schema Lesson: Alternative Time Evaluation Schemas Explain the special features of the TM01 and TM04 schemas Process two different time recording methods in one schema 2014 SAP AG. All rights reserved. 8

15 Unit 6 Using the Results of Time Evaluation Unit Overview In this unit, you learn how you can use the results of time evaluation for other business processes. Lesson: Integration with Payroll Describe how time evaluation results are transferred to payroll Explain the trigger for retroactive accounting without gaps Describe how time data is processed in SAP Payroll 2014 SAP AG. All rights reserved. 9