Sap HR Configuration Guide To Personnel Management

Implementation of SAP HCM
Configuration Document
(HCM- Personnel Management)
Version: 1.0
Date: 08.10.2016
Confidential and Proprietary

Australia New Zealand Bank.
1
Document amendment details
Version Effective Description of Change Prepared/ Reviewed Approve

Numbe Date Modified By By d By
r
1.0 08.10.2016 Configuration of Personnel Rashmi Das Meenakshi Priyanka

Administration Module Sinha Verma
Document Distribution
This document will be directly distributed to the following individuals.
Sr. Name of the individual Role

No.
1 Priyanka Verma Head of Application-ITP
2 Meenakshi Sinha Senior Manager
3 Rashmi Das Project Manager
4 Promita Paul Team Member (ABAP Consultant)
5 Shakunt Yadav Team Member (Jr. Functional Consultant)
6 Biswajit Biswas Team Member (BASIS Consultant)
7 Indrasena.Reddy.Ummadi Team Member (ABAP Consultant)
8 Sachin Kharde/ Praveen Dhokane Quality Audit
Master files are stored electronically. Printed copies of the master files are for reference
2
only
Sr.No. Table of Content Page No.

1 Introduction 5
1.1 Purpose 5
1.2 Scope 5
1.3 Definitions, acronyms and abbreviations 6
1.4 References 6
2 Configuration Summary 6
2.1 Enterprise Structure 7
2.2 General Description 7
2.3 Purpose 7
3 Define Company Code 7
3.2 Purpose 7
3.3 Company Codes for CLIENT 8
4 Maintain Personnel Areas 11
4.1 Purpose 11
4.2 Maintain Personnel area for CLIENT 11
5 Maintain Personnel Sub-Areas 16
5.2 Purpose 17
5.3 Maintain Personnel Sub-Area for CLIENT 17
6 Maintain Employee Group 21
6.2 Purpose 21
6.3 Maintain Employee Group for CLIENT 21
7 Maintain Employee Sub-Group 23
7.2 Purpose 23
7.3 Maintain Employee Sub-Group for CLIENT 23
8 Assignment of Personnel area to Company Code 25
8.2 Purpose 25
8.3 Assignment of Personnel Area to Company Code for CLIENT 26
9 Assigning of Employee sub group to Employee group 28
9.2 Purpose 28
9.3 Assignment of Employee Sub-Group to Employee Group for CLIENT 28
10 Create forms of Address 31
10.2 Purpose 31
3
10.3 Create forms of Address for CLIENT 31

10.4 Create Marital Status for CLIENT 32
11 Create Religious Denomination 34
11.2 Purpose 34
11.3 Create Religious Denomination for CLIENT 34
12 Create Address Types 37
12.2 Purpose 37
12.3 Create Address Types for CLIENT 37
13 Bank Details 39
13.1 Create Bank Connection Types 39
14 Maintain Communication Types 40
14.2 Purpose 40
14.3 Maintain Communication Types for CLIENT 41
15 Internal Medical Services 42
15.2 Purpose 42
15.3 Maintain Examinations Types for CLIENT 42
16 Identification 44
16.2 Purpose 44
16.3 Maintain employees types of identifications for CLIENT 44
17 Custom Enhancements Objects on Loan 46
17.2 Purpose 47
17.3 Define Custom Enhancements for IT 0040 (Objects on Loan) for CLIENT 47
18 Employee Qualifications 48
18.2 Purpose 48
18.3 Maintain employees qualifications for CLIENT 48
19 Create educational Certificates 50
20 Work contracts from Other employers 52
21 Infotype Menu 53
21.3 Purpose 53
21.4 Infotype Menu for CLIENT 54
22 Determine Choice of Infotype Menu 63
22.3 Purpose 64
22.4 Determine choice of Infotype Menu for CLIENT 64
23 Personnel Action Types 66
4
24 Infotypes of the info group 68

25 Set up Personnel Actions 86
25.2 Purpose 86
25.3 Set up Personnel Actions for CLIENT 87
Introduction
1.1 Purpose
In times of increasing decentralization and the globalization of markets, an efficient

and transparent administration for personnel data is a decisive advantage. You can
manage all modern personnel administration tasks with this application
component. Personnel Administration relieves you from the daily administrative
routine activities which are costly and time consuming, while simultaneously
supporting you in demanding planning activities.
1.2 Scope
Advantage of this application component - especially for international corporations - is the
various country specific versions which are created in accordance with the respective
country specific features. By using country specific versions, you can set up Personnel
Administration as a standard personnel administration system in different countries.The
scope of the project is restricted currently only to SAP HCM Modules like Organization
Management and Personnel Management which later on may extended to Time
Management, Payroll and Employee Self-Service and Manager Self Service. The SAP
HCM Roll out project will develop and deploy a new Human Capital Management System
which will provide a centralized repository for Employees HR Master Data at various
Levels. The HR Master Data will be updated by the Human Resource Team using the
SAP HCM System. Current Scope is restricted only to Volkswagen Finance Private
Limited, INDIA (of employees) and will be later on extended to other countries.
The HCM system will not able to provide a facility to integrate with FI (Finance) System
(Cost Centers and Bank Account) because of VWFPL Group connectivity not possible.
This functionality can be achieved by doing separately configuration of FI (cost centres and
5
Bank Account) Module in SAP HCM System attaching such files (cost centres and account
numbers) to the employee master record using existing SAP functionality.
1.3 Definitions, acronyms and abbreviations
Abbreviation Description
SAP System and Application Product in Data Processing
HCM Human Capital Management
PD Personnel Development
VWFPL Volkswagen Finance Private Limited
HR Human Resources
FI Finance
OM Organisation Management
BPD Business Process Document
PA Personnel Administration
1.4 References
Sr. Document Title Document No. Version Author Released
No. Date
1. ANZ_Business 1.2 Meenakshi 08.08.2016
Blueprint
Document_HR_
V1.2
2. Workflows-PPT 1.0 Nivedita 08.08.2016
2. Configuration Summary:
Name of Project SAP HCM
Name of Configuration Personnel Management
Short Description Configuration of Personnel administration and HR Process
Module/Business Personnel Administration

Process
Required T. Code SPRO
Complexity (L/M/H) M
Functional Consultant Rashmi Das
6
Personnel Management
The SAP Best Practices for HCM delivers a standard configuration for Personnel
Management based on the most commonly used settings for businesses operating in the
throughout globe. This provides a realistic business model to enable customers to begin
extending the customizing to meet their specific needs.
2.1 Enterprise Structure

The enterprise structure describes the way in which an enterprise is organized and consists
of the company code, personnel area and personnel subarea. Company codes are created
in FI and represent the enterprise structure from a financial accounting perspective. The
company code assigned in the enterprise structure for SAP Best Practices for HCM.
The personnel area is an organizational unit, the personnel area is sub-divided into
personnel subareas. Organizational data and guidelines as how to assign it, are
stored on a personnel area and personnel subarea level. The rules and guidelines
could be of a legal, pay scale and collective agreement, or internal nature. The
personnel area is assigned to a company code, multiple personnel areas can be
assigned to a company code but only one company code is assigned to a personnel
area. Thus, each personnel area and personnel subarea combination that is delivered
with the SAP Best Practices for HCM.
2.2 General Description

Enterprise structure is used to portray the specific Organizational structure of the business in
the SAP HCM (R/3) System.
SAP assigns employees to a part of the Enterprise structure. This is performed through
assignment to a company code, personnel area and personnel sub area. All these 3
elements are held in infotype 0001 Organisation Assignment.
2.3 Purpose
The definition of Enterprise structure is the fundamental step in a project. It is a critical factor
in how the project will be structured.
3. Define Company Code

The company code is an organizational unit used in accounting. It is used to structure the business
organization from a financial accounting perspective.
3.2 Purpose
7
The Enterprise Structure of CLIENT requires a creation of Company Code which will track the activities
under that particular company through a 4 letter alpha-numeric code.
3.3 Company Codes for CLIENT

The following Company Codes has been defined for CLIENT:
Configuration Details
Activity Define Company Code
IMG Menu Path SAP Customizing Implementation Guide (IMG) Enterprise Structure
Definition Financial Accounting Edit, Copy, Delete, Check Company
Code
Transaction Code SPRO
Company Code
ANZ (Bangalore)
Company Code 9393
Company Name Australia Newzealand Bank
Click on New Entry
8
9
Click on .
10
4. Maintain Personnel Areas

The personnel area is an organizational unit that represents a specific area of your organization
and is organized according to aspects of personnel, time management and payroll. A personnel
area is further divided into several personnel sub-areas.
4.2 Purpose
In this step, you define the Personnel Areas in your company, adapting the functional scope of a
Personnel and Time Management to your organization.
4.3 Maintain Personnel area for CLIENT

The following action is done for maintaining personnel areas for CLIENT as a company:
a. To carry out the activity, choose the following navigation option.

b. Choose New Entries, enter the values and SAVE the entries.
Activity Maintain Personnel Areas
Definition Human Resources Personnel areas Personnel Areas
The following Personnel area has been defined for CLIENT:
COMPANY CODE PERSONNEL AREA CODE PERSONNEL AREA DESCRIPTION
(4 CHAR) (4 CHAR) (30 CHAR)
9393 8383 ANZ B
11
9393 8384 ANZ P
Click on new entries.
12
13
Click on button.
14
15
Click on .
5. Maintain Personnel Sub-Areas

A personnel sub-area is an organizational unit that represents a specific area of the company
organized according to certain aspects of personnel, time management and payroll.
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5.2 Purpose
Personnel sub-areas are a subdivision of the personnel area. The personnel sub-area is a unit
within the enterprise structure that is only used in PA. Organizational control of the main HR sub-
areas, namely the pay scale and wage type structures and work schedule planning, takes place
at the personnel sub-area level.
In this step, you define the Personnel Sub Areas in your company, adapting the functional scope
of a Personnel and Time Management to your organization for a Personnel Area.
5.3 Maintain Personnel Sub-Area for CLIENT

Personnel sub-areas are identified by a four-character, alphanumeric code. They are used to
store the respective country-specific control features
The following action is done for Personnel Sub Areas for CLIENT as a company:
a. To carry out the activity, choose one of the following navigation options:
b. Choose appropriate Personnel Area, New Entries, enter the values and SAVE the
entries.
Activity Maintain Personnel Sub-Areas
SAP Customizing Implementation Guide (IMG) Enterprise Structure

IMG Menu Path Definition Human Resource Management Personnel Sub Areas
Create Personnel Sub Areas
The following Personnel Sub area has been defined for CLIENT:
PERS PERSONNEL AREA PERSONNEL PERSONNEL SUB AREA

ONNE DESC SUB AREA DESCRIPTION
L CODE
AREA
CODE
(4 (30 CHAR) (4 CHAR) (15 CHAR)
CHAR)
203 ANZ B 9393 Human Resource
9393 Sales Dpt.

204 ANZ P 9383 Accounts Dpt.
9383 Safety
17
18
Click on Save.
19
20
Click on Save.
6. Maintain Employee Group

The employee group divides employees into groups and defines their relationship to the
enterprise.
The employee group allows you to divide your employees into groups and allows you to define
their relationship to the enterprise. This will help you to distinguish your employees between
persons actively employed and retirees.
6.2 Purpose
Employee groups represent a subdivision of employees. Within PA, a distinction is made between
employee groups for active employees, inactive employee, retirees, and early retirees. In
Customizing, each employee group has a one-character code.
In this step, you define the Employee groups in your company.
6.3 Maintain Employee Group for CLIENT

21
The following action is done for Employee Group for CLIENT as a company:
a. To carry out the activity, choose one of the following navigation options:
b. Choose New Entries, enter the values and SAVE the entries.
c. It is recommended to use the SAP standard entries
Activity Maintain Employee Group
Definition Human Resource Management Employee groups
The following Employee sub group has been defined for CLIENT:
Employee Group Employee Group Text
7 Contract
8 On roll
22
Click on Save Button.
7. Maintain Employee Sub-Group

The employee subgroup represents a subdivision of the employee group. By defining employees
subgroup, we essentially begin to set up personnel structure.
7.2 Purpose
Employee subgroups subdivide employee groups according to the employees status. All of the
control features for the personnel structure are defined at the employee subgroup level. The
employee subgroup represents a subdivision of the employee group. When you define employee
subgroups, you are essentially begun to set up your personnel structure. Features are allocated
to this in later steps. Employee Grades can also be used as a criterion to determine Employee
Subgroups.
7.3 Maintain Employee Sub-Group for CLIENT

The following business subtasks are provided among other things:
Specification of processing in payroll accounting
Specification of validity of primary wage types
Specification of validity of work schedules
Specification of validity of pay scale groups
Specification of validity of time quota types
23
The following action is done for Employee Sub-Group for CLIENT as a company:
To carry out the activity, choose the following navigation options:
Activity Maintain Employee Sub-Group
IMG Menu Path SAP Customizing Implementation Guide (IMG) Enterprise

StructureDefinitionHuman Resource ManagementEmployee Sub
E
groupsDefine Employee Sub groups
Employee sub group is defined at the local country level.
Employee Sub Group Employee Sub Group Description
1* Chairman
2* Vice President
3* CEO
4* Hr Head
24
8. Assignment of Personnel area to Company Code

In this step, you allocate each of your personnel areas to your company code.
8.2 Purpose
When a personnel number is created, the corresponding company code is allocated to it in the
infotype Organizational Assignment (0001), depending on the enterprise structure in which the
employee is situated.
25
8.3 Assignment of Personnel Area to Company Code for CLIENT

a. Choose corresponding company for the personnel areas created and save the same.
b. To carry out the activity for CLIENT, choose the following navigation options
Activity Assignment of Personnel Area to Company code.
IMG Menu Path SAP Customizing Implementation Guide (IMG)Enterprise Structure

Assignment Human Resource Management Assignment of Personnel
Area to Company code
26
Assign Personal Area Code to Company Code.
Click on Save.
27
9. Assigning of Employee sub group to Employee group

In this step, employee subgroups are assigned to their respective employee groups. In addition to
this, we determine whether the employee group/employee subgroup combinations are allowed for
the country groupings.
9.2 Purpose
Employee subgroups must be assigned to their respective employee groups to distinguish the
employee groupings.
9.3 Assignment of Employee Sub-Group to Employee Group for CLIENT

To carry out the activity for CLIENT, choose the following navigation options:
Activity Assignment of employee subgroup to employee group.
AssignmentHuman Resource Management Assignment of Employee
Subgroup to Employee group
28
29
30
Click on Save.
10.Create forms of Address

In this step, you can set up forms of address for employees.
For each form of address, you must specify the form-of-address key, a short and long text and the
gender.
There are three gender keys (1 = male; 2= female; ' ' = not specified). Do not change these keys.
10.2 Purpose
To provide the forms of addresses for employees / applicants.
10.3 Create forms of Address for CLIENT

The Form of Address Key field holds the title by which the employee would like to be addressed. SAP
provided the following standards form of address key, which will be retained and standardized for
Global Template.
a. Choose New entries Enter Form of Address key, Title and the description, choose the
appropriate gender and the save the details
b. To carry out the activity for CLIENT, choose the following navigation options:
Activity Create Address Types.
IMG Menu Path IMG Personnel Management Personnel Administration Personal

Data Personal DataCreate forms of address
31
SAP Standard Form of Address type

FOA key Desc. Long text Gen.
+ Mr Mr 1
? B Mrs 2
10.4 Create Marital Status for CLIENT
32
a. Choose New entries Enter the desired Marital status id, description and save the details
Activity Create Marital Status.

Data Personal Data Create marital status
The following marital statuses are available in Standard SAP.
Marital Status Designations

Code Description
+ Single
- Marrie
= Divorc
33
11.Create Religious Denomination

In this step you create possible religious denominations for employees.
11.2 Purpose
This is to setup the religions for associating with the employees / applicants.
11.3 Create Religious Denomination for CLIENT
34
a. Choose New entries Enter the required Religion denomination key, Abbreviation and
Description of the Religious denomination and Save the details.
Activity Create Religious Denomination.

Data Personal Data Create religious denomination.
Following Standard Religious Denomination will be maintained for CLIENT.
Marital Status
Denomination
Key Abbr.
text
55 HIN Hindu
52 MUS Muslim
53 SIK SIKH
54 CHR Christian
35
Click on .
36
12. Create Address Types

In this step various address types can be created which can be subtypes of infotype 006, Addresses.
Example : Possible address types include the following:
Permanent residence, Secondary residence, Mailing address, Standard settings. The standard SAP
system contains the most common address types, It is recommended to adopting the standard settings.
12.2 Purpose
To create and maintain address types for employees / applicants to track their location of stay while
employed in the company.
12.3 Create Address Types for CLIENT

Activity Create Address Types.

Data Addresses Create address types.
Address Types as defined for CLIENT
Address
Subtypes Address Types Remarks
Main contact/ Permanent residence
5671 Permanent
address
5672 Temporary Temporary or current address of stay
5673 Emergency Leading contact incase or emergency
37
Click on Save.
38
13 Bank Details
13.1 Create Bank Connection Types
In this step, all applicable bank connection types are maintained. The bank connection types are defined
as subtypes of infotype 0009, Bank Details.
Activity Maintain Communication Types.

IMG Path: Personnel ManagementPersonnel
AdministrationPersonal DataBank DetailsCreate bank
IMG Menu Path connection types
39
14 Maintain Communication Types

In this step you define the valid communication types, which will be stored for addresses.
Examples
Employees may have a second telephone and fax machine at an address.

14.2 Purpose
This infotype enables you to record an employees various forms of communication contacts such as a
cell phone, email address, etc.
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14.3 Maintain Communication Types for CLIENT

a. Choose New entries Enter the type, category, text and save the details
Activity Maintain Communication Types.
IMG Personnel Management Personnel Administration

Personal Data Addresses Enter communication types
IMG Menu Path
Communication Create communication types
Communication Sub-types as defined for CLIENT
Communication types
Subtype Descriptions/ Text Remark
356 Email id
41
15. Internal Medical Services

In this step you define the valid examination type, which will be stored for internal medical services.
Examples
Employees may have a blood group and hearing test etc. for internal medical services.
15.2 Purpose
This infotype enables you to record an employees various forms of internal medical services.
15.3 Maintain Examinations Types for CLIENT

42
The different types of health examinations an employee would be subject to are defined in this step. In
the context of VW, Medical examinations which are necessary for its business process requirements are
defined here.
A new Subtype BLDG is created for storing the Blood Group information of the employee.
Configuration details
Activity Maintain Examination Types

Data Internal Medical Service Specify Examination Types
43
16. Identification
In this step you define the employees identifications, which will be stored for identifications.
16.2 Purpose
This infotype enables you to record an employees various types of identifications.
16.3 Maintain employees types of identifications for CLIENT

To carry out the activity for CLIENT, choose the following navigation options Create identifications types
Activity Maintain types of identifications

Data IdentificationMaintain types of Identification
44
Types of Identification
IC Description
65 PAN Card
66 Voter ID
45
17. Custom Enhancements Objects on Loan

46
SAP HR does not provide the facility to capture the additional information required in SAP and hence this
enhancement is required. To accomplish this, the Infotype 0040 Objects on Loan needs to be enhanced
to maintain addition data related to Loan
17.2 Purpose
CLIENT wants to capture the Loan details for all employees. The additional information captured is
Amount of Loan, Dates of Loan issues, Recovery Start month and Duration of Loan (in months).
17.3 Define Custom Enhancements for IT 0040 (Objects on Loan) for CLIENT
To carry out the activity for In Dev, choose the following navigation options:
Activity Define Object on Loan
IMG Menu Path IMG Personnel ManagementPersonnel Administration Contractual

and Corporate Agreements Objects on Loan Define Objects on Loan
Object on Loan
Subtype Name
78 Laptop
47
18 Employee Qualifications
In this step you define the employees qualification, which will be stored for education.
18.2 Purpose
This infotype enables you to record an employees various types of educations.
18.3 Maintain employees qualifications for CLIENT

To carry out the activity for CLIENT, choose the following navigation options Create education
establishment types
48
In this step, possible education establishment types are maintained. In VW context, 12 different types of
education establishments have been defined.
Activity Create education establishment types
IMG Menu Path IMG Personnel Management Personnel Administration

Employee QualificationsEducation and Training Create education
establishment types
Education Establishment Types

Educ. Est. Educ. Est. test Course
76767676 SSC
56565656 HSC
34343434 Graduate
12121219 Post Graduate
49
Click on Save .
19. Create educational Certificates

All possible educational certificates are defined here. In VW context, the name of the
educational Establishment is taken as the type of certificate itself. For example, B.Com
(Value 06) is taken as the certificate name for an employee who possesses a B.Com
degree.
Activity Define Permissible Values for Examination Area.

Employee QualificationsEducation and TrainingCreate Educational
Certificates
50
Examination Certificate
Certificate Certificate text
34 SAP Certification
51
20. Work contracts from Other employers
In this step, possible work contracts from other employers are defined.
Activity Work Contract for other employees
IMG Menu Path IMG Path: Personnel ManagementPersonnel

AdministrationEmployee QualificationsOther previous
employerWork contracts from Other employers
52
53
21 Infotype Menu
These menus can be defined so that they are dependent on the user group (user parameter UGR).
If there are no entries for an infotype menu for the user's user group or if the user has not maintained
his/her user group, then the infotype menu is determined using the reference user group.
Example
You want to include an infotype in an infotype menu or define a new infotype menu for a user group.
21.2 Purpose
In this step, you define the infotype menus for maintaining and displaying Human Resources master data.
21.3 Infotype Menu for CLIENT

a. Choose menu category "I" and the infotype menu.
b. Define whether the menu is to be dependent on the user group.

c. If necessary, assign the system response for the case where the user has not maintained the
user group or where there are no entries in the menu.
d. Assign a reference user group which can be used to set up the menu, if necessary.
Infotypes in the infotype menu
a. Choose menu category "I" and the infotype menu.

b. Copy the infotypes into the menu for the user group.
e. Carry out the activity for CLIENT, choose one of the following navigation options
Activity Infotype Menu.

Customizing Procedures Infotype Menus Infotype MenuUser group
dependency on menus and info groups

Customizing Procedures Infotype Menus Infotype MenuInfotype
Menu
54
Menu Name Nr. Infotype Infotype Text

01 0000 Actions
02 0001 Organizational Assignment
03 0003 Payroll Status
04 0006 Employee's Address
05 0007 Planned Working Hours
06 0008 Basic Pay
01 Master Data 07 0009 Bank Detail
08 0021 Family Members/Dependents
09 0022 Education
10 0023 Other/Previous Employers
11 0024 Objects on Loans
12 0185 Personal IDs
13 0041 Data Specifications
01 0016 Contract Elements
02 0032 Internal Data
02 Contract Data 03 0007 Planned Working Time
04 0005 Leave Entitlement
05 0050 Time Recording Info
55
01 0019 Monitoring of Task
02 0040 Objects on Loan
03 0003 Payroll Status
04 0008 Basic Pay

03 Gross/net payroll
05 0009 Bank Details
06 0185 Personal IDs
07 0014 Recurring Payments/Deductions
08 0581 Housing (HRA/CLA/COA)
04 Net payroll 01 0003 Payroll Status
56
Click on Save Button
Click on .
57
58
Click on Save.
59
Click on .
60
Click on Save.
61
Click on Save.
62
Click on Save.
22. Determine Choice of Infotype Menu

This choice can be defined so that it is dependent on the user group (user parameter UGR).
If you have defined the set-/get-parameter PMN (infotype menu), the corresponding infotype menu
appears when you call the initial HR Master Data display/maintenance screen for the first time. Otherwise
the infotype menu "01" is used.
If there are no entries in the table for the user's user group, or if the user has not maintained his/her user
group, then the infotype menu choice is determined using the reference user group.
Example
63
You have defined a new infotype menu and want this to appear in the dialog box.
22.2 Purpose
In this step, you define the infotype menu choice which appears in a dialog box when Human Resources
master data is maintained and displayed, if the user chooses the pushbutton "Other menu" to change the
current infotype menu.
22.3 Determine choice of Infotype Menu for CLIENT

1. User group dependency of the choice of infotype menu
2. Choose menu category "S" and menu "01" for the infotype menu choice.
3. Determine whether the menu is to be dependent on the user group.
4. If necessary, assign the system response for the case where the user has not maintained his/her
user group or where no entries exist.
5. Assign a reference user group which can be used to set up the menu if necessary.
Infotype menus in infotype menu choice
a) Choose menu category "S" and menu "01" for the infotype menu choice.
b) Include the infotype menus for the user group.
6. Carry out the activity for CLIENT, choose the following navigation options:
Activity Determine choice of Infotype Menu.

Customizing Procedures Infotype Menus Determine choice of infotype
menus User group dependency on menus and info groups
64
Click on Save.

Customizing Procedures Infotype Menus Determine choice of infotype
65
menus Infotype Menus
Click on Save Button,
23. Personnel Action Types

In this step, possible personnel actions types are maintained for each action .
66

Customizing Procedures Infotype Groups Setup personnel actions
Personnel Action Types
67
Click o Save Button.
24. Infotypes of the info group
a. Choose the info group.
b. Assign the operations, infotypes and info subtypes for the user group and the return value of the
feature IGMOD.
68
c. Read the field documentation for the allowed operations.
Activity Define Infogroups.

Customizing Procedures Actions Define InfogroupsInfogroup
Infogroups as defined for CLIENT
Action No. Action Type

01 Hiring
02 Probation Extension
34 Confirmation
36 Promotion
72 Change Of Salary
70 Organizational Reassignment
75 Disciplinary Action
89 Resignation
40 Global Assignment
90 Leaving
91 Rehiring
92 Service Extension
Usergrou Operation
Infogrmodi.. No. InfoTypes Info Types Description SubType
p Mode
40 1 INS 0000 Actions
Organizational
40 2 INS 0001
Assignment
40 3 INS 0006 Addresses
40 4 INS 0007 Planned Working Time
40 5 INS 0008 Basic Pay
40 6 INS 0009 Bank Details
40 7 INS 0016 Contract Elements
69
Family
40 8 INS 0021
Member/Dependents
40 9 INS 0022 Education
Other/Previous
40 10 INS 0023
Employers
40 11 INS 0028 Internal Medical Service
40 12 INS 0040 Objects on Loan
40 13 INS 0041 Date Specifications
70
Click on Save.
71
Confirmation Action
Operation Info Types
Usergroup Infogrmodi.. No. InfoTypes SubType
Mode Description
40 01 COP 0000 Action
Organizational
40 COP 0001
02 Assignment
40 03 COP 0008 Basic Pay
40 04 COP 0016 Contract Elements
40 05 COP 0041 Date Specifications
72
Click on SAVE.
Probation Extension Action

Usergrou Infogrmodi. No Operation InfoType SubTyp
Info Types Description
p . . Mode s e
Organizational
40 02 COP 0001 Assignment
40 03 COP 0002 Personal Data
73
74
Click on Save .
Organisation Reassignment Action

Operation
Usergroup Infogrmodi.. No. InfoTypes Info Types Description SubType
Mode
Organizational
40 04 COP 0016 Contract Elements
75
Click on Save.
Global Assignment Action

Operation
Mode
40 02 COP 0001 Organizational Assignment
40 03 COP 0006 Addresses
40 04 COP 0105 Communication
76
Click on Save.
Change of Pay Action

Operation
Mode
77
Click on Save.
Promotion Action
Operation
Mode
78
Click on Save.
Resignation Action
Operation
Mode
Organizational
79
Click on Save.
Leaving Action
Operation
Mode
40 1 LIS9 0000 Actions
Organizational
40 2 LIS9 0001
Assignment
40 3 LIS9 0185 Personal IDs
40 4 LIS9 0041 Date Specifications
Provident Fund
40 5 LIS9 0587
Contribution
40 6 LIS9 0591 Nominations
80
40 7 LIS9 0009 Bank Details
Click on Save.
81
Disciplinary Action
Operation
Mode

Organizational
82
Click on Save.
Usergrou Operation
Infogrmodi.. No. InfoTypes Info Types Description SubType
p Mode
40 1 INS 0000 Actions
Organizational
40 2 INS 0001
Assignment
40 3 INS 0002 Personal Data
40 4 INS 0006 Addresses
40 5 INS 0007 Planned Working Time
40 6 INS 0009 Bank Details
Family
40 8 INS 0021
Member/Dependents
40 9 INS 0022 Education
Other/Previous
40 10 INS 0023
Employers
40 11 INS 0028 Internal Medical Service
40 12 INS 0040 Objects on Loan
40 13 INS 0041 Date Specifications
83
Click on Save.
84
Click on Save.
Operation
Mode
40 1 COP 0000 Actions
Organizational
40 2 COP 0001
Assignment
40 5 INS 0041 Date Specification
85
Click on Save.
25. Set up Personnel Actions

You can use personnel actions to carry out complex personnel administration procedures. A personnel
action displays, in the correct sequence, the infotypes that have to be maintained for a specific action.
25.2 Purpose
86
In this step you determine whether you want to use the Additional Actions infotype (0302). The Additional
Actions infotype (0302) enables the automatic logging of all personnel actions types that you carry out for
an employee on a key date.
Note that in the Actions infotype (0000), only one personnel action type is saved per day. In this infotype,
you only store the personnel action types that change the status of the employee, such as the personnel
action type leaving.
You define the personnel action types that represent the personnel processes in your enterprise. This
means that within the personnel action Hiring, all the infotypes that must be maintained when hiring a new
employee are displayed automatically to the personnel administrator for processing.
Define a priority list for the personnel action types that do not change status, and must therefore not be
stored in the Actions infotype (0000), but which should nonetheless be logged in this infotype.
If the personnel administrator performs no personnel action types that change status, but instead several
that do change status on one day, the priority list controls which of these personnel action types is to be
stored in the Actions infotype (000).
Note that personnel action types that are only used to process several infotypes in an Infogroup should
not be stored in the Actions infotype (0000). SAP recommends that you log personnel action types such
as these automatically using the Additional Actions infotype (0302). You only have to carry out this activity
if you want to use the Additional Actions infotype (0302), and have activated this infotype.
If you want to perform simplified employee organizational changes, you can also set up a 'Country
reassignment' action type in this step, for which you set the Country reassignment indicator. For more
information on country reassignments, refer to Personnel Administration documentation under Business
Processes in Personnel Administration -> Country Reassignment.
25.3 Set up Personnel Actions for CLIENT

1. If you want to use the Additional Actions infotype (0302), call up view Activate 'Additional Actions'
for all existing personnel numbers.
2. Call up the view Personnel Action Types.
3. Check the SAP sample entries.
4. Delete the entries you do not require.
5. If required, define several personnel action types.
a) Choose New entries.
b) In the Action type field, enter a number, and in the Name of action type field, enter a
name for the personnel action type.
c) In the FC field, enter the function character for the personnel action type. You can
distinguish the first entry actions from all the others. Choose the function character 1 for first
entries, 7 for first entries with data transfer from recruitment and 0 for all other personnel
action types.
d) If required, define the status indicator STAT1 (customer specific). This status indicator is
not used in the standard system. You can use this indicator individually.
e) Define the status indicator STAT2 (recruitment) and STAT3 (Special payment).
f) Decide whether you require standard decision rules to define plausibility rules for the
sequence of personnel action types (check feature). Note: Never change the standard
decision rules.
g) Decide whether organizational assignment data may be changed whilst personnel
actions are being carried out. When you set the indicator P, the position field in the Actions
infotype (0000) is ready for entry. You can process the fields Personnel area, Employee
group and Employee subgroup with the indicatorsPA, EG and ES.
87
h) Assign an infotype group number to the IG field in the personnel action type. You can
then process the the individual infotypes from the selected group in the personnel action type
in the appropriate sequence. You defined the infotype groups in the " Define Infogroups"
step.
i) Specify whether the date entered on the initial screen of the Actions infotype (0000) is the
start date for new infotype records or the end date for old infotype records. This is especially
important in the case of leaving actions.
j) Use the indicator U0000 to determine whether your personnel action type should create a
new record for the Actions infotype (0000).
k) Use the Country change indicator to determine whether the personnel action type is a
country change.
6. If you have activated the Additional Actions infotype (0302), determine whether your personnel
action type should be logged in the Additional Actions infotype (0302) using the U0302 indicator. Call
up the view Priority list for personnel action types.
7. Specify a priority list for the personnel actions which do not change the status, and for which you
have set the indicator to U0000.
8. In the Priority field assign sequential numbers with a maximum of two digits to each of the
personnel action types. The smaller the number, the higher the priority of the accompanying
personnel action type.
Do not define any new personnel action types if only the infotype group should be different for the
personnel administrator. To achieve this, you can define the infogroups as user group dependent.
The keys for personnel action types, which you carry out for an employee, for example, hiring,
organizational change, leaving, are stored in the infotype Actions (0000).
The existence of a personnel number is ruled out by the existence of a record in this infotype. Only one
record can exist for this infotype on the database at any one time.
When an employee has left, there is also a record in the system for the personnel action Leaving. The
most important information in this infotype is the employee's employment status: active, leave of absence,
retired, left.
Personnel actions that are only used to process several infotypes in an infogroup should not be saved in
the infotpye Actions (0000). SAP recommends that you log personnel actions of this kind automatically
using the Additional actions infotype (0302).
Notes on the creation of batch-input sessions:
If you want to carry out a batch-input for a personnel action, do not call up transaction PA40 (Actions
menu). Instead, call up transaction PA30 (infotyp menu). In the actions menu place your cursor on the
line containing the relevant action; this assumes you know the exact setup of the menu.
Proceed as follows:
1. Call up transaction PA30.

2. Choose the Actions infotype (0000).
3. Enter the personnel action type in the Type field.
4. When processing entry actions, enter the function code '=INS', for other actions, enter the function
code '=COP'.
Steps to proceed :
88
Choose - Activation 'Additional Actions', Remove the tick mark from TEST and execute, the proceed with
maintaining data in Personnel Action Types.
Carry out the activity for CLIENT, choose the following navigation options:
Activity Set up Personnel Actions.
IMG Menu Path IMG Personnel Management Personnel Administration Customizing

Procedures Actions Set up personnel actions Personnel Action
Types
89
Click on Save.
90

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Implementation of SAP HCM

Implementation of SAP HCM

(HCM- Personnel Management)

Confidential and Proprietary

Document amendment details

Version Effective Description of Change Prepared/ Reviewed Approve

1.0 08.10.2016 Configuration of Personnel Rashmi Das Meenakshi Priyanka

Sr. Name of the individual Role

Sr.No. Table of Content Page No.

10.3 Create forms of Address for CLIENT 31

24 Infotypes of the info group 68

In times of increasing decentralization and the globalization of markets, an efficient

1.3 Definitions, acronyms and abbreviations

Name of Project SAP HCM

Name of Configuration Personnel Management

Short Description Configuration of Personnel administration and HR Process

Module/Business Personnel Administration

Required T. Code SPRO

Functional Consultant Rashmi Das

2.1 Enterprise Structure

2.2 General Description

3. Define Company Code

3.1 General Description

3.3 Company Codes for CLIENT

Activity Define Company Code

Transaction Code SPRO

Click on New Entry

4. Maintain Personnel Areas

4.3 Maintain Personnel area for CLIENT

a. To carry out the activity, choose the following navigation option.

Activity Maintain Personnel Areas

Transaction Code SPRO

The following Personnel area has been defined for CLIENT:

COMPANY CODE PERSONNEL AREA CODE PERSONNEL AREA DESCRIPTION

(4 CHAR) (4 CHAR) (30 CHAR)

9393 8383 ANZ B

9393 8384 ANZ P

Click on new entries.

5. Maintain Personnel Sub-Areas

5.3 Maintain Personnel Sub-Area for CLIENT

Activity Maintain Personnel Sub-Areas

SAP Customizing Implementation Guide (IMG) Enterprise Structure

Transaction Code SPRO

PERS PERSONNEL AREA PERSONNEL PERSONNEL SUB AREA

9393 Sales Dpt.

6. Maintain Employee Group

6.3 Maintain Employee Group for CLIENT

Activity Maintain Employee Group

Transaction Code SPRO

Employee Group Employee Group Text

Click on Save Button.

7. Maintain Employee Sub-Group

7.3 Maintain Employee Sub-Group for CLIENT

To carry out the activity, choose the following navigation options:

Activity Maintain Employee Sub-Group

IMG Menu Path SAP Customizing Implementation Guide (IMG) Enterprise

Transaction Code SPRO

Employee sub group is defined at the local country level.

Employee Sub Group Employee Sub Group Description

Click on Save Button.

8. Assignment of Personnel area to Company Code

8.1 General Description

8.3 Assignment of Personnel Area to Company Code for CLIENT