User Manual HR

User Manual PA & OM Human Resource
User Manual for Personnel Administration (PA)

&
Organization Management (OM)

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Human Resource
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DCM E !" EER" ! #"M"TED

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Document Creation Date Last Update Date Version No.
HR User Manual -Personnel Administration Document 12 December 2005 DCM_UM_HRP _!.1
Prepared By Kavan H Purohit
Email ID kpurohit@noida.hcltech.com
Signature
Date
$rief Descri%tion
This document details the ser !anual o" H# "or DCM Engineering #td&
Re'ie( Histor)
#evie$er
MR.R.".N#ND# "r. M$r.% Pn& ' #dmn MR.(UL"H#N )#))#R D*. M$r%Pn&.
Email ID
Signature
Date
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TABLE OF CONTENTS 1.Scope ................................................................................................................................4 2.Definitions in SAP ...........................................................................................................4 1.1. Company Code:....................................................................................................................4 1.2. Personnel Area:.....................................................................................................................4 1.3. Personnel Subarea:................................................................................................................4 1.4. Employee roup...................................................................................................................! 1.!. Employee Sub"roup..............................................................................................................! 1.#. Payroll Areas.........................................................................................................................! 1.$. %umber ran"e:......................................................................................................................# 1.$.1. %umber &an"es for Employees...................................................................................# 3.'o" on ..............................................................................................................................$ 4. Personnel Administration ( Actions )PA4*+.................................................................., ...........................................................................................................................................$# %o- Delimit Pro.ident /und Contribution Screen -ill appear. 0n t1is infotype -e 1a.e to cancel t1e Pro.ident Contribution on t1e respecti.e employee....................................................$$ %o- t1e action 'ea.in" is completed in all respect..........................................................$$ !. 2aintenance of Personnel Administration 3 )PA3*+....................................................$, !. 4r"ani5ational 2ana"ement )42+ ...............................................................................,*
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1. Scope This user manual is prepared in the perspective of a H end user and hence the definitions! meanings and conte"t of this manual are limited to that e"tent# The primar$ o%&ective of this manual is to guide the user to create and maintain transactions in a live environment and maintain the data in the s$stem# 2. Definitions in SAP 1.1. Company Co e! 'ompan$ codes are ho( H integrates itself in )AP (ith all other modules! speciall$ (ith *+-',! and this is central to the (hole design# As per the inputs received from *+-', Module! the Company co e for DCM "n#ineerin# $t . is 1%%%. 1.2. Personnel Area! Personal Areas are the logical groups# -ithin each legal entit$! the total (or.force is divided into logical groups /personnel areas0! (hich are used primaril$ for reporting and authori1ations# /*our 'haracter 2 alfa num0 Personal Area for 3'M 4ngineering 5td# shall %e DCM". 1.&. Personnel Su'area! 6ifurcation of each personnel area into further logical groups are .no(n as Personnel )u%areas# P)A is a specific area of the compan$ organi1ed according to certain aspects of personnel! time management and pa$roll# /*our 'haracter2alfa num0 Personal )u%area for 3'M 4ngineering 5td# are as under7 1# 2# 3# 8# :# ;# 3A) 2 3'M Asron 33H5 2 3'M 3elhi 3)M5 2 3'M )himla 3'H9 2 3'M 'hennai 3MU6 2 3'M Mum%ai 3'H3 2 3'M 'handigarh
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1.(. "mployee )roup The 4mplo$ee <roup allo(s $ou to divide emplo$ees into groups and allo(s to define their relationship to the 4nterprise# The follo(ing 4mplo$ee <roups are defined for 3'M 4ngineering 5td#7 /,ne 'haracter 2 Alfa num0 1# 2# 3# 8# :# ;# ># 8# 9# ' Permanent Pro%ationer Temporar$ Trainee Apprentices=6T' Terminated etiree esignation )uspension 'ontract
1.*. "mployee Su'#roup 3ivision of emplo$ee groups further into smaller groups! are .no(n as 4mplo$ee )u%group# This 4mplo$ee )u% <roup allo(s $ou to define the personnel structure# Among other things it helps in defining (or. schedule rules! pa$roll accounting! validit$ of (age t$pes! authori1ations! etc# - /T(o 'haracter 2 alfa num0 The follo(ing 4mplo$ee )u%groups are defined for 3'M 4ngineering 5td# 7 1 )r Management /A<Ms And A%ove0 2 4"ecutives /41 to )r Manager0 3 )upervisors 8 )taff : Technical )taff ; )upporting )taff > -or.man 8 Temporar$ -or.man 9 Temporar$ )taff AT Apprentice ?13'M 6T 6T' ?3 3'M T9 <raduate Trainees 3'M 1.+. Payroll Areas Pa$roll Area is %ased on the characteristic of Pa$ Process# +t groups together personnel num%ers that are to %e processed on the same date and also! +t determines the e"act pa$roll period#
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6ased on that follo(ing Pa$roll Areas are defined for 3'M 4ngineering 5td#7 ?1 - 3'M) for 4mplo$ee )u% <roup no ?1 to ?; ?2 2 3'M- for 4mplo$ee )u% <roup no ?> to 11 1.,. -um'er ran#e! 9um%er range/s0 for Personnel 9um%ers are assigned# There are t(o options to define Personnel 9um%ers7 1# +nternal num%er assignment7 +n this case! the )AP )$stem assigns the personnel num%ers# 2# 4"ternal num%er assignment7 +n this case! the user assigns the personnel num%ers# All e"isting emplo$ees of 3'M 4ngineering 5td# are %eing assigned 4mplo$ee 9o= current personnel num%ers through 4"ternal 9um%er ange! till upload the data into )AP )$stem# )$stem (ill %e configured for +nternal )AP )$stem (ill start assigning 4mplo$ee num%er to the ne( entrants after golive! as demanded %$ 3'M 4ngineering 5td# +t is decided that! in case of e-4ntr$ of the same Temporar$ 4mplo$ee into the ,rganisation! s$stem (ill assign a ne( num%er to that person# 1.,.1. -um'er Ran#es for "mployees "mployee )roups 1!2 1!2 : 8 ' 3 -um'er Ran#e ???????1- ???1???? ???1???1- ??199999 ??2?????- ??299999 3????? - 399999 8????? - ;99999 >????? - 9999999 Assi#nation Met0o 4"ternal /for master data upload0 +nternal /After <olive0 +nternal <olive0 +nternal <olive0 +nternal <olive0 +nternal <olive0 /After /After /After /After
.nter/al "mployee Cate#ory ?1 egular 4mpl$ees /4"isting0 ?2 egular 4mpl$ees /4"isting0 ?3 Appentices= 6T's ?8 Trainees ?: ?; 'ontract Temporar$ 4mplo$ees
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&. $o# on After log on to )AP! the net(or. logon screen (ill appear as sho(n %elo(# This is follo(ed %$ the 5ogon screen /tile )AP =30 4nter the 'lient! User and Pass(ord# *ollo( the detailed instructions given %elo(7
Press the TA6 .e$ after data is entered in a so that the cursor moves to the %eginning of the ne"t field# To log on to the screen =3 )$stem! ma.e the follo(ing entries in the fields on the logon
+n the 'lient field! enter the client num%er /data%ase num%er0#+f a default client num%er /data%ase num%er0 appears in the field! $ou can either change it %$ t$ping
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over it! or $ou can accept it %$ leaving it# Press the TA6 .e$ to move the cursor to the User +3 field# +n the User +3 field! enter $our user +3# Press the TA6 .e$ to move the cursor to the Pass(ord field# +n the Pass(ord field! enter the initial pass(ord the s$stem administrator has given Press 49T4 to log on (. Personnel A ministration Actions 1PA(%2 Purpose To familiari1e (ith the )AP menu path and the procedure for e"ecuting an$ of the configured personnel actions for an emplo$ee# Menu Pat0 ! SAP stan ar menu Human Resources Personnel Mana#ement A ministration HR Master Data Personnel Actions
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3ransaction Co e
"nter PA(% 1on t0e transaction co e 'ar on t0e initial screen2.
-O3"7 +n each personnel action! screens of the relevant infot$pes (ill appear in a predefined se@uential order - these infot$pes are to %e AsavedB each time these are completed=filled# C*or e"ample! for hiring! infot$pe D- ????! ???1! ???2! ???;! etc# (ill appear automaticall$ one after the otherE
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H.R.-) 4or5 Steps )elect the Action t$pe and then 4"ecute# Press this to e"ecute
9o need to specif$ the personnel num%er! (hich has %een generated internall$ %$ the s$stem after goliive! as mentioned in the 6PP# )o! it is manuall$ generated till golive# )pecif$ the )tart date carefull$# This date (ill %e considered as the date of &oining of an emplo$ee#
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+n personnel action 7 select the reason for hiring /?1-6usiness 4"pansion ! ?2eplacem! ?3-Facanc$ *ulfillment! ?8-5egal e@uirement! ?:-,thers0# The eference Pers# 9o# (ill %e %lan. at this moment# +n organi1ational assignment 7 availa%le after golive# Position at present (ill %e /99999990 %ut it (ill %e
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Personal Area 7 screen0
3'M4 - 3'M 4ngineering 5td# for all /as sho(n in the follo(ing
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)elect the 4mplo$ee <roup according to the re@uirement /1-Permanent! 2-Pro%ationar! 3-Temporar$! 8-Trainee! :-Appraintice=6T'! ;-Terminated! >- etiree! 8- esignation! 9)uspension! 6-9on holders /P)0! '-'ontract0# As sho(n in the follo(ing screen 7-
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9o( )elect the 4mplo$ee )u% <roup in (hich (e are hiring the emplo$ee /?1-)r# Mgt# /A<M G A%ove0! ?2-4"ecutives /41-)rMgr0! ?3-)upervisor! ?8-)taff! ?:-Tech# )taff! ?;)upporting )taff! ?>--or.men0# As sho(n in the follo(ing screen 7-
Press 4nter# After that in the tas. %ar H)ave $our entriesI (ill appear# Press flopp$ icon or 'trlJ) to save the transaction# As sho(n in the follo(ing screen 7-
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To )ave Press this
)ave Message
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After saving H ecord createdI (ill appear in the tas. %ar and ne"t screen (ith the title 'reate Personnel 3ata (ill appear# As sho(n in the follo(ing screen 7-
The start date (ill %e same as in the previous screen# +n this screen there are some mandator$ fields (hich (e have to entered positivel$ e#g# Title /Mr#=Mrs#=Ms# etc#0! 5ast 9ame! *ist 9ame! 6irth 3ate! 9ationalit$# +n this screen $ou can enter the personal information li.e <ender! Marital )tatus! 6irth Place! 9o of 'hildren! Marriage Anniversar$! eligion etc# After entering the re@uired information press enter# Again the save $our entries screen message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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After that the ne"t screen (ith the title H'reate ,rgani1ational AssignmentI (ill appear# +n this screen $ou have to select onl$ )u% area /3A) -3'M Asron! 3'H3- 3'M 'handigarh! 3'H9- 3'M 'hennai! 33H5- 3'M 3elhi! 3MUM6-3'M Mum%ai! 3)M53'M )himla0# Press enter after selecting the su% area# )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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After that 'reate Addresses screen (ill appear# +n this screen (e have to maintain the addresses of the emplo$ees# The address T$pe ma$ %e Permanent esidence and Mailing Addresses# +n this infot$pe 'it$ and Postal code are mandator$ fields# After *illing the re@uired information press enter# )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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After that 'reate planned -or.ing Time screen (ill appear# +n this infot$pe (e have to enter the (or.ing hours information for the respective emplo$ee# +n this &ust press enter# 6$ default the (or.ing hours (ill appear# Press enter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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After that 'reate 6asic Pa$ screen (ill appear# +n this infot$pe (e have to enter the (ages=salar$ of the emplo$ee# *irst (e have to enter the reason for this# /??-9o eason! ?1-Pa$ )cale +ncrease! ?2-'hange in <rouping! ?3-'hange in Pa$! ?8-Annual +ncrease! ?:-Performance +ncrease etc#0
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After that (e can enter the ne"t increase pending# +n this infot$pe <roup field is mandator$# +n this field (e have to select the group /<rade0 of the emplo$ee i#e# 4-1! 42! 4-3! KM-1! KM-2! KM-3! M-1! M-2! M-3! <M! FP! )FP etc# as sho(n in the follo(ing screen 7-
+n *urther information - capacit$ hours and (or.ing hours (ill appear automaticall$# +n Annual )alar$ field (e can enter the amount of Annual 'T' of the emplo$ee on (hich (e are appointing the person# This field is a te"t field and for information purpose onl$#
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9o( (e have to enter the (ages# *irst select the appropriate (age t$pe from the list and enter the amount in the amount field# This infot$pe is ver$ much essential for pa$roll purpose# )elect the (age t$pe carefull$ as this (ill reflect in the salar$ of the person# +n this select onl$ those (age t$pes (hich (e are going to pa$ to the emplo$ee in monthl$ salar$# As sho(n in the follo(ing screen 7-
After selecting the (age t$pes and entering the amount press enter and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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After this 'reate 6an. 3etails )creen -ill appear# +n this infot$pe (e have to enter the %an. details of the emplo$ee# 6an. detail t$pe %$ default (ill %e Main 6an.! Pa$eeBs name (ill appear automaticall$! 4nter the postal code and cit$ of the %an.! and the countr$ (ill %e +ndia %$ default# 9o( select the %an. .e$ as provided %$ Accounts#
4nter the %an. account no# in the 6an. Account field#
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The pa$ment method %$ default (ill %e %$ 'he@ue# +f the %an. detail is availa%le (ith the emplo$ee change it to 6an. Transfer %$ selecting the T from the 5ist# / 'ash Pa$ment! '-'he@ue! 4- 'ash pa$ment! T-6an. Transfer0# As sho(n in the follo(ing screen7-
*ill in all appropriate information in this infot$pe and press enter and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( the 'reate 'ontract 4lements screen (ill appear# +n this infot$pe (e have to enter the contract elements of the emplo$ee# *irst enter the contract T$pe i#e# Permanent! *i"ed Term! Trainee etc#! select it from the list availa%le#
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+n 3ead 5ines! fill the Pro%ation period /li.e 1 Lear0! after that notice period for 4mplo$er and 9otice from emplo$ee to %e filled# )elect the same from the list as re@uired#
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9o( 'reate *amil$ Mem%er=3ependent +nformation screen (ill appear# +n this infot$pe (e have to filled in the famil$ details# *irst select the famil$ mem%er li.e )pouse! 'hildren etc# from the list as sho(n in the follo(ing screen 7-
After that fill in the name! date of %irth! gender! nationalit$ etc# +n this infot$pe *irst 9ame G 3ate of 6irth filed are mandator$# *ill in all appropriate information in this infot$pe and press enter and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( 'reate 4ducation )creen (ill appear# +n this infot$pe (e have to enter the education histor$ of the emplo$ee# +n this infot$pe 'ountr$ Me$ is mandator$# )elected the 4ducational 4sta%lishment from the list e#g# ?1-illetrate! ?2-)chool! ?3High )chool! ?8-'entral 6oard! ?:-Universit$='ollege! ?;-+nternational 'ollege! ?>Professional 'ollege! ?8-+T+! ?9-Pol$technic! 1?-Private +nstitute! 11-,thers# etc#
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9o( select the 4ducation=Training /3egree=3iploma='ertificate etc#0 from the list availa%le#
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9o( select the 4T /4ducational=Training0 'ategor$ e#g# ?1-+lletrate! ?2-9on Matriculate! ?3-Matriclulate! ?8-Higher )econdar$! ?:-9on <raduate! ?;-<raduate! ?>-Post <raduate! ?8-3octrate! ?9-+T+! 1?-3iploma etc#
9o( fill in the +nstitution=5ocation detail if availa%le# The countr$ .e$ (ill %e +ndia %$ default#
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9o( fill in the 'ertificate information# )elect the same from the list availa%le e#g# ?19ot 'omplete! ?2-'omplete! ?3-<raduate! ?8-Post <raduate! ?:-3iploma!# ?;-P< 3iploma! ?>-'ertificate 'ourse etc# As sho(n in the follo(ing screen 7-
After that fill in the duration of course li.e ; Months! 1 Lear! 3 Lears etc# After that fill in *inal mar.s o%tained#
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After that select the 6ranch of stud$ from the list availa%le li.e ?1- 'hemistr$! ?2Ph$sics! ?3-Methatics! ?8-6iolog$! ?:-+T! ?;-TNM! ?>-H ! ?8- Mar.eting etc# As sho(n in the follo(ing screen 7-
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9o( 'reate ,ther=Previous 4mplo$ers screen (ill appear# +n this infot$pe (e have to enter the previous emplo$ment histor$ of the emplo$ee# +n this infot$pe 4mplo$er and 'ountr$ Me$ are Mandator$# *ill in the 4mplo$er 9ame! 'it$! 'ountr$ /select from the list availa%le0# )elect the +ndustr$ from the 5ist availa%le /e#g# Automo%ile! 'hemical! 4ngineering! *oundr$ etc#0! )elect the 3esignation in Ko% field li.e! <M! A<M! )r# Manager! Manager etc# from the list availa%le! and select the (or. contract from the list availa%le li.e! permanent! pro%ationer etc#
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After that 'reate Provident *und 'ontri%ution screen (ill appear# +n this infot$pe (e have to fill in the information related to Provident *und of the emplo$ee# +n this infot$pe P* trust +3 field is mandator$# )elect the P* trust +3 from the list availa%le li.e 3'M P* Trust etc# As sho(n in the follo(ing screen 7-
9o( P* 9um%er! P* O age etc# Lou can fill the FP* O if an$ in this infot$pe# *ill in all appropriate information in this infot$pe and press enter and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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After that 'reate other )tatutor$ 3eduction )creen (ill appear# +n this infot$pe (e have to enter the statutor$ deductions li.e 4ligi%le for P#Ta"! 4)+ 9o#! 4)+ dispensar$ etc#
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After that 'reate +ndividual eim%ursements )creen -ill appear# +n this infot$pe (e have to enter the information regarding reim%ursements made to the emplo$ee# )elect the different (age t$pes from the list availa%le against (hich the reim%ursements (ill %e made to the emplo$ee
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After that 'reate 9ominations screen (ill appear# +n this infot$pe (e have to fill in the information regarding nominations of the emplo$ee (hich is re@uired for <ratuit$! P* etc#
+n this infot$pe 9ominee and )hare filed are mandator$# *ill in all appropriate information in this infot$pe and press enter and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# -ith this the Hiring Action is completed in all respects#
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CO-6.RMA3.O-7"-D O6 PRO8A3.O4or5 Steps )elect the Action t$pe and then 4"ecute#
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)pecif$ the )tart date carefull$# This date (ill %e considered as the date of confirmation of an emplo$ee#
+n Personnel action the Action T$pe (ill %$ default H'onfirmation=4nd of Pro%ationI# 9o( select the eason for Action (hich (e have to select from the 5ist availa%le i#e# ?1-4nd of egular Pro%ation! ?2-4nd of Pro%ation (ith e"tension# )elect the appropriate reason#
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9o( (e have to change the 4mplo$ee group in the ,rgani1ational assignment# This (ill %e changed from Pro%ationer to Permanent# )elect the same from the list availa%le#
After that press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( ,rgani1ational Assignment )creen (ill appear# Kust press enter in this infot$pe (ithout entering an$thing#
9o( the Message H ecord valid from /date0 to /date0 delimited at end (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( create 6asic Pa$ screen (ill appear# +n this infot$pe (e have to change the (ages if happens# <roup *ield is mandator$ in this infot$pe#
After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( 'reate 'ontract 4lements (ill appear# +n this infot$pe (e have to change the 9otice period# )elect the same from the list availa%le as re@uired#
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9o( the 'reate +ndividual eim%ursements screen (ill appear# 'hange the (age t$pes if happens on confirmation#
After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the 'onfirmation= 4nd of Pro%ation action is completed in all respects#
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OR)A-.9A3.O-A$ R"ASS.)-M"-3 4or5 Steps )elect the Action t$pe and then 4"ecute#
This action has %een done to reassign a &o% to an emplo$ee#
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*irst enter the start date on (hich (e are reassigning the &o% to the emplo$ee# Action t$pe %$ default (ill %e ,rgani1ational eassignment# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen 7-
+n ,rgani1ational Assignment change the position of the person (hich $ou (ant to assign to a person# After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( the 'reate +ndividual eim%ursements screen (ill appear# 'hange the (age t$pes if happens on confirmation#
After entering the appropriate information press enter# 9o( the 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the ,rgani1ational eassignment action is completed in all respects#
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3RA-S6"R 4or5 Steps )elect the Action t$pe and then 4"ecute#
This action has %een done (hen (e are transferring an emplo$ee from one department to another department#
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*irst enter the start date on (hich (e are transferring the emplo$ee# Action t$pe %$ default (ill %e Transfer# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen 7-
+n ,rgani1ational Assignment change the position of the person on (hich $ou (ant to transfer a person# After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and save $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( the 'reate +ndividual if happens on transfer#
eim%ursements screen (ill appear# 'hange the (age t$pes
After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the Transfer action is completed in all respects#
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PROMO3.O4or5 Steps )elect the Action t$pe and then 4"ecute#
This action has %een done (hen (e are promoting an emplo$ee#
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*irst enter the start date on (hich (e are promoting the emplo$ee# Action t$pe %$ default (ill %e Promotion# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen 7-
+n ,rgani1ational Assignment change the position of the person on (hich (e are promoting him=her# After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( 'reate Planned -or.ing screen (ill appear# (ithout entering an$thing#
+n this infot$pe &ust press enter
Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
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9o( 'reate 'ontract 4lements screen (ill appear# +n this infot$pe (e have to enter the 9otice Period from 4mplo$er and 9otice Period from 4mplo$ee etc# )elect the same from the list availa%le# As sho(n in the follo(ing screen 7-
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9o( the 'reate +ndividual if happens on promotion#
After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the action Promotion is completed in all respects#
Page ;1 of 98
CHA-)" .- PA: 4or5 Steps )elect the Action t$pe and then 4"ecute#
This action has %een done (hen (e are changing the pa$ of an emplo$ee at an$ time#
Page ;2 of 98
*irst enter the start date on (hich (e are changing the pa$ of an emplo$ee# Action t$pe %$ default (ill %e 'hange in pa$# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen 7-
)elect the 4mplo$ee <roup G 4mplo$ee )u% <roup from the list availa%le# After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)#
Page ;3 of 98
Page ;8 of 98
Page ;: of 98
9o( the 'reate +ndividual if happens on promotion#
After entering the appropriate information press enter# 9o( the Message H ecord valid from /date0 to /date0 delimited at endI (ill appear# Press 4nter again and )ave $our entries message (ill appear# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the action 'hange in Pa$ is completed in all respects#
Page ;; of 98
SUSP"-S.O4or5 Steps )elect the Action t$pe and then 4"ecute#
This action has %een done (hen (e are suspending an$ emplo$ee#
Page ;> of 98
*irst enter the start date on (hich (e are suspending an emplo$ee# Action t$pe %$ default (ill %e )uspension# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen7-
9o( change the 4mplo$ee <roup Permanent to )uspension# After entering the appropriate information press enter# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the action )uspension is completed in all respects#
Page ;8 of 98
SUSP"-S.O- R";O<" 4or5 Steps )elect the Action t$pe and then 4"ecute#
This action have %een done (e are going to revo.e the suspension of an emplo$ee#
Page ;9 of 98
*irst enter the start date on (hich (e are revo.ing an suspended emplo$ee# Action t$pe %$ default (ill %e evo.e )uspension# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen7-
9o( 'hange the 4mplo$ee <roup from )uspension to Permanent again# After entering the appropriate information press enter# )ave $our transaction %$ clic.ing the flopp$ icon or 'trlJ)# 9o( the action )uspension evo.e is completed in all respects#
Page >? of 98
$"A;.-) 4or5 Steps )elect the Action t$pe and then 4"ecute#
This action has %een done (hen an emplo$ee is leaving from the services from the compan$#
Page >1 of 98
*irst enter the start date on (hich the emplo$ee is leaving the services of the compan$# Action t$pe %$ default (ill %e 5eaving# )elect the reason for this action from the list availa%le! as sho(n in the follo(ing screen 7-
Page >2 of 98
9o( ,rgani1ational Assignment screen (ill appear# +n this infot$pe (e have to cancel the entries for the respective emplo$ee as this (ill vacant the position of the emplo$ee#
Page >3 of 98
9o( 3elimit Planned -or.ing Time )creen (ill appear# +n this infot$pe (e have to cancel the planed (or.ing time of the respective emplo$ee#
)elect the 4ntire ro( of )tart 3ate! 4nd 3ate! -) ule etc# and Pres 3elimit#
Page >8 of 98
9o( 3elimit 6asic Pa$ )creen (ill appear# +n this infot$pe (e have to cancel the 6asic Pa$ of the respective emplo$ee#
)elect the 4ntire ro( of )t$! )tart 3ate! 4nd 3ate! T$ etc# and Pres 3elimit#
Page >: of 98
9o( 3elimit 6an. 3etails )creen (ill appear# +n this infot$pe (e have to cancel the 6an. 3etails of the respective emplo$ee#
)elect the entire o( of )t$# )tart 3ate! Pa$ee etc# and Press 3elimit#
Page >; of 98
9o( 3elimit Provident *und 'ontri%ution )creen (ill appear# +n this infot$pe (e have to cancel the Provident 'ontri%ution on the respective emplo$ee#
)elect the entire ro( of *rom! To ! P* 9o# etc# and press delimit#
9o( the action 5eaving is completed in all respect#
Page >> of 98
*. Maintenance of Personnel A ministration = 1PA&%2 Purpose To familiari1e (ith the )AP menu path and the procedure for maintaining /editing! changing etc#0 of an$ infot$pe# Menu Pat0 ! SAP stan ar menu Human Resources Personnel Mana#ement A ministration HR Master Data Maintain 3ransaction Co e
"nter PA&% 1on t0e transaction co e 'ar on t0e initial screen2.
Page >8 of 98
4or5 Steps 4nter=select the personal num%er! select the +nfot$pe and then press 'reate# 'reate 6utton
After create the respective infot$pe screen (ill appear# 'hange the information $ou (ant to change and save the same# +f $ou do not a(are a%out the infot$pe num%er select it from the 3irect )election# 5i.e this $ou can change an$ +nfot$pe#
Page >9 of 98
*. Or#ani>ational Mana#ement 1OM2 Purpose To familiari1e (ith the )AP menu path and the procedure for ma.ing organi1ational structure# Menu Pat0 ! SAP stan ar menu Human Resources Or#ani>ational Mana#ement "?pert Mo e
Page 8? of 98
4or5 Steps )elect the ,M Transaction 'ode and 3ou%le 'lic. or press 4nter to e"ecute the same# P,-1? 2 ,rgani1ational Unit P,-?3- Ko% P,-13- Position OR)A-.9A3.O-A$ U-.3 ! 7 7 7 To create a ,rgani1ational Unit e#g# Production! 'ore )hop-1! Melt )hop! H ! TNM etc# To create a Ko% e#g# 4"ecutive 3irect! )r# Fice President! Fice President! <eneral Manager etc# To create a Position e#g# <M-Prod# 3ev#! A<M-Prod# )r# Manager-'ore )hop-1! Manager-H etc#
+n Plan version the current plan (ill appear as default# )elect the o%&ect and press create %utton#
Page 81 of 98
-e have to fill the validit$ date carefull$# This ma$ %e the date of opening of the compan$# +n this ,%&ect A%%reviation is mandator$ field# *ill the a%%reviation and then ,%&ect name and press enter# After this press the flopp$ %utton or 'trl-) to save the o%&ect#
After this the 4ssential elationship screen (ill appear# -e have to come out from this screen# -e (ill maintain the relationship of the o%&ect from the main screen#
Page 82 of 98
)elect the
elationship and press create#
'reate 6utton
Page 83 of 98
9o( create relationship screen (ill appear# *ill the starting date same as of o%&ect date# +n elationship T$pe select the appropriate t$pe from the list availa%le#
Page 88 of 98
+n
elated ,%&ect 7 )elect the t$pe of related o%&ect from the list availa%le#
Page 8: of 98
9o( select the +3 of related o%&ect form the list availa%le#
+n this (e have to select the appropriate +3 to (hich the created o%&ect (ill report# 9o( press enter and press flopp$ %utton or 'trl-) to save this# The o%&ect is created (ith relationship#
Page 8; of 98
@O8 ! +n Maintain Ko% 7 )elect the o%&ect and press create to create a &o%# +n this )tarting date (ill %e same as o%&ect date# The ,%&ect A%%r# is mandator$ field# *ill in the re@uired information and press enter#
Press *lopp$ 6utton or 'trl-) to same the o%&ect# The &o% is created# -e can also maintain the relationship of this &o% (ith the e"isting o%&ect#
Page 8> of 98
POS.3.O- ! +n Maintain position7 select the o%&ect and press create# +n this )tarting date (ill %e same as o%&ect date# The ,%&ect A%%r# is mandator$ field# *ill in the re@uired information and press enter#
Page 88 of 98
9o( 4ssential elationships screen (ill appear# -e can maintain the same through main screen also# *ill in the starting date as same of o%&ect date# +n related o%&ect 7 select the t$pe of o%&ect from the list availa%le# -e can relate this position to a &o% or to an organi1ational unit directl$#
Page 89 of 98
After the selection of related o%&ect! the appropriate relationship t$pe (ill come automaticall$# )elect the same# +f (e are relating the position to a &o% (e have to select the &o% id from the list availa%le to (hich (e are relating this &o% e#g# Manager! 3$# Manager! Asst# Manager etc#
After filling the appropriate information press enter and then press flopp$ %utton or 'trl-) to save the same# +n this (a$ (e can maintain the ,rgani1ational Units! Ko%s G Positions#
Page 9? of 98
Cost Centre Assi#nment to an Or#ani>ational Unit ! <o to PA-1?- ,rgani1ational Unit# )elect the ,rgani1ation Unit to (hich $ou (ant to assign a 'ost 'entre# 9o( )elect the Acct# Assignment *eature and press 'reate +nfot$pe 6utton# 'reate 6utton
Page 91 of 98
9o( create Acct# Assignment *eature screen (ill appear# 4nter the correct 3ate# )elect 'o# code from the list availa%le# )elect Personal Area- 3'M4# )elect Personal )u% Area from the list availa%le and press 4nter#
9o( Press *lopp$ %utton or 'trl-) to save $our entr$#
Page 92 of 98
9o( come out in the )AP main )creen and 4nter PP,M4 on the transaction code %ar on the initial screen# 9o( ,rgani1ation and )taffing )creen (ill appear# +n this select the Main organi1ation Unit *irst /3'M 4ngineering 5td#0# 9o( select the respective ,rgani1ation Unit to (hich $ou (ant to assign a 'ost 'entre in the )taffing Assignments /)tructure0#
Page 93 of 98
9o( in the 3etails for ,rgani1ational Unit )elect Account Assignment# +n this $ou have to select the Master 'ost 'entre from the list availa%le#
After the selection of Master cost 'entre press enter# 9o( press flopp$ %utton or 'trl-) to same the entr$# 5i.e this (e can assign a 'ost 'entre to an ,rgani1ational Unit#
Page 98 of 98
;ieA Or#ani>ation Structure ! Menu Pat0 ! SAP stan ar menu Human Resources Or#ani>ational Mana#ement .nfo System Or#ani>ational Unit Or#ani>ational Structure
)elect the )tructure (hich $ou (ant to vie( li.e ,rgani1ational )tructure 2 onl$ for )tructure! ,rgani1ational )tructure (ith Positions - for )tructure and Positions! ,rgani1ational )tructure (ith Persons- for )tructure and Positions#
Page 9: of 98
After that ,rgani1ational )tructure )creen (ill appear# )elect the ,rgani1ational Unit for (hich $ou (ant to see the structure and press e"ecute#
Page 9; of 98
9o( )tructural 3ispla$ Maintenance )creen -ill appears# +n this screen select the ,rgani1ational Unit and press the )tructure <raphic 6utton on the top# )tructural <raphic 6utton
Page 9> of 98
5i.e this (e can see the )tructural <raphic Fie( of an$ ,rgani1ational Unit#
Page 98 of 98

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User Manual PA & OM Human Resource

User Manual for Personnel Administration (PA)

Organization Management (OM)

DCM E !" EER" ! #"M"TED

User Manual PA & OM Human Resource

Document Creation Date Last Update Date Version No.

HR User Manual -Personnel Administration Document 12 December 2005 DCM_UM_HRP _!.1

Prepared By Kavan H Purohit

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

Personal Area 7 screen0

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

To )ave Press this

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

4nter the %an. account no# in the 6an. Account field#

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

This action has %een done to reassign a &o% to an emplo$ee#

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource

User Manual PA & OM Human Resource