Sap time management OVERVIEW

1. Time Management - 1
1

2. SAP Time Management: Overview
Record...
Employee
Self-Services
Cross-Application
Time Sheet
Valuate...
Time Accounts
Time Administrators
Use...working times
Capacity
Planning
Training and
Events
Management
Working time
regulations,
attendances/absences,
substitutions
Incentive Wages
Payroll
Time Recording
Systems
2
© SAP AG 1999
Cost Assignment
Activity
Allocation

3. Options in SAP Time Management
Shift
Planning
Cross-Application
Time Sheet
Time
Recording
Time
Evaluation
Incentive
Wages
3
© SAP AG 1999

4. Objective
The Time Management component offers us support in
performing the Planning, Recording and Evaluation of
employees’ time data by:
 Creating work schedules.
 Creating attendance, absence types.
 Creating quotas.
 Quota accrual.
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5. Time Recording Methods
Record only deviations to work schedule
Doctor's appt
11:00
14:00
2.5 hrs
Attendance
08:00
11:00
3 hrs
Doctor's appt
11:00
14:00
2.5 hrs
Attendance
14:00
17:00
3 hrs
Work schedule =
Actual and
planned
Record all times
© SAP AG 1999
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Recorded times =
Actual
Work schedule =
Planned
Procedure for recording actual times:Automatic Recording – Front-end time recording system, uploaded
and proceed in SAP Time evaluation.
Manual Recording
- Recorded in Attendances IT 2002.

6. Recording Employee Time Data
Attendances
Absences
Entitlement
= n days/
hours
Payment
Manage
time
accounts
Determine
pay
rly
Ea
Substitutions
Others
© SAP AG 1999
6
Run
statistics

7. SAP Time Management: Required Infotypes
Planned
Working Time
11
10
9
12
1
2
3
8
0007
0001
4
7 6 5
Org. Assignment
Time Recording
Info
Personal Data
0050
Employees
Absence Quotas
2006
7
© SAP AG 1999
Name
Date of birth
0002
Always mandatory
For time evaluation
only

8. Personnel Subareas: Control Indicators
Substitutions
Attendances/
absences
counting
Early
Late
Night
Off
Attendance/
absence quotas
Personnel Subarea
2000
Work schedules,
daily work schedules
Public holiday
calendar
Availability
© SAP AG 1999
8

9. Personnel Subarea Grouping for Work Schedules
Personnel Subarea
0001
Grouping for
Work Schedules
Personnel Subarea
0002
01
Work Schedules Normal
Flextime
4-day model
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© SAP AG 1999
Personnel Subarea
0003
02
Normal
Rotating shift

10. Employee Subgroup Groupings
Employee subgroup
grouping for:
Work schedules
Temporary
employees
Time quotas
Hourly-wage
earners
Others
1
Rotating shift
Grouping for
Grouping for
Time Quotas
Time Quotas
© SAP AG 1999
10
Others
1
Trainees
Salaried employees
Grouping for
Grouping for
Work Schedules
Work Schedules
2
Normal
Flextime
Others

11. Creating Work Schedules
Public Holidays
Public Holiday
Calendar
Daily Work Schedules
Break
Schedules
Variants
Period Work Schedules
Day Types
Work Schedule Rule
Generates
Monthly Work Schedules
Planned Working Time
Infotype (0007)
11
© SAP AG 1999
Variant Rules

12. Work Schedules
2000
6
7
13 14
Calendar
20 21
27 28
Working Time
Shift
6:00 a.m. - 2:30 p.m.
12
Flextime
7:00 a.m. - 6:00 p.m.
© SAP AG 1999
The work schedule is based on a valid public holiday calendar

13. Public Holidays and Public Holiday Calendar
  Personnel Time Management
  Work Schedules
CAB Company
2000
13
© SAP AG 1999
Determine Public Holiday Classes
-> Public holidays
-> Public holiday calendar

14. Public Holiday Calendars
2000
Pub. Holiday Calendar
New Year's Day
Epiphany
Good Friday
Easter Sunday
Easter Monday
Independence Day
Pub. Holiday Calendar
AR
AT
CA
DK
GE
MX
Argentina
Austria
Canada
Denmark
United Kingdom
Mexico
Maintain Public Holidays
With fixed date
With fixed day of week from date
Distance to Easter
is Easter Sunday
is a movable holiday
14
© SAP AG 1999
Personnel Subarea
Headquarters
MX Mexico

15. Determining Public Holiday Classes
Holiday class blank
Holiday class blank
“Not a holiday”
“Not a holiday”
Holiday class 1
Holiday class 1
“Full-day holiday”
“Full-day holiday”
Holiday class 2
Holiday class 2
“Half-day holiday”
“Half-day holiday”
.. .. ..
affects
Bo n u
ses
DE UTSCHE
M ARK
DEUTSCHE
MARK
15
© SAP AG 1999
Leav
e

16. Assigning Public Holiday Calendars
Personnel Subarea
Grouping
Country A
1999
Public Holiday Calendar
Country A
200
Public Holiday Calendar
Region B
16
© SAP AG 1999
Personnel Subarea Grouping
Country B

17. Work Schedule Levels
Mo
Tu
We
Th
Fr
Sa
OFF
EARLY EARLY EARLY EARLY EARLY
Su
OFF
LATE
LATE
LATE
LATE
LATE
OFF
OFF
NIGHT
NIGHT
NIGHT
NIGHT
NIGHT
OFF
OFF
OFF
OFF
OFF
OFF
OFF
OFF
OFF
L
Month(s)
OFF
OFF
L
N
N
L
N
L
OFF
OFF
2000
© SAP AG 1999
Day
N
L
17
Early shift:
6:00 a.m. to
2:00 p.m.
N
Work Pattern
(4 weeks)

18. Daily Work Schedules and Variants
CAB Company
  Personnel Time Management
  Work Schedules
  Personnel Subarea Groupings
  Daily Work Schedules
Work Schedules
Work Schedules
Define Break Schedules
Define Rules for Variants
Define Daily Work Schedules
Daily Work Schedules
Daily Work Schedules
Early
Late
Flex
Flex A
Night
18
© SAP AG 1999

19. Daily Work Schedules and Variants
Pu
Ho
ic
bl
y
da
li
8 hours
4 hours
19
© SAP AG 1999
Regular daily work schedule
Variant always used before public holidays

20. Break Schedules
Break Schedules
Start
End
Unpaid
Paid
After
RefTime Type 1
(no. hrs)
Fixed Break
Variable Break
12:00
13:00
1:00
9:30
10:00
0:25
Dynamic Break
Overtime Break
20
© SAP AG 1999
0:25
22:00
22:10
0:17
4.00
O

21. Break Schedules
 Fixed breaks: These are defined for a certain time
period and can only be used by employees during
this period of time.
 Variable breaks: These are taken during a specific
time interval. Employees themselves determine the
start and end of the break taken within this time
interval.
 Dynamic Breaks: Employees are entitled to
breaks after working a certain number of hours.
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22. Daily Work Schedules
End of
core time
Start of
core time
8
To
le
r
Start of
working time
22
© SAP AG 1999
3
4
7 6 5
an
c
2
e
1
an
c
Start of
core time
12
End of
core time
To
ler
11
10
9
e
End of
working time

23. Daily Work Schedule Classes
Valuation Basis
Daily Work Schedule Class (0 - 9)
Time Wage Types
DE UTSCHE
M ARK
DEUT SCHE
MARK
23
© SAP AG 1999
Absence Counting

24. Day Types and Selection Rules
CAB Company
2000
2000
11 10 1
Work on public holidays
Work on public holidays
Paid on public holidays?
Paid on public holidays?
24
© SAP AG 1999
  Personnel Time Management
  Work Schedules
  ...
  Day Types
Define day types
Define selection rules
Define special days

25. Defining Day Types
Day Types
Meaning
blank
Work/paid
1
Off/paid
DEUTSCHE
MARK
DE UTSCHE
MARK
2
Off/unpaid
3
Off/special day
...
© SAP AG 1999
25
...

26. Determining Special Days
Day type 3
DE UTSCHE
MA RK
Rule 01
Assignment in
work schedule
26
© SAP AG 1999
Example:
Thursday → Public holiday
Friday → Bridge day

27. Defining Work Schedules: Work Schedule Rules
Work Schedule Rule
Average
working time
Day type rule
Infotype 0007
Default Values
Weekday
Rule
01
with holiday class
Gives day type
Reference date
in period
work schedule
Starting point
in period
work schedule
27
© SAP AG 1999
2000
Grpg PWS
01
Flex
01
M3
01
M3
01
M3
01
M3
Saturday
Sunday
b12 3 4 5 6 7 8 9
11 1 1 1 1 1 1 1
b12 3 4 5 6 7 8 9
11 1 1 1 1 1 1 1
b12 3 4 5 6 7 8 9
11 1 1 1 1 1 1 1
Reference date
Monday,
Oct. 16, 2000
PWS text
Flextime
3-shift operation
3-shift operation
3-shift operation
3-shift operation
Wk no.
001
4W 001
4W 002
4W 003
4W 004
Starting point 009
01
02
03
04
05
06
FLEX FLEX FLEX FLEX FLEX OFF
F-11 F-11 F-11 F-11 F-11 F-11
S-11 S-11 S-11 S-11 S-11 OFF
N-11 N-11 N-11 N-11 N-11 OFF
OFF OFF OFF OFF OFF OFF
07
OFF
OFF
N-11
OFF
OFF

28. Work Schedules
Employee
Subgroup
Grouping
N
Off
Off
L
N
L
N
L
N
L
N
7
N
Tu
8
L
Off
Off
9.
10
11
12
13
14
15
16
17
18
N
Off
Sa
Off
E
E
Tu
E
E
We Th
E
Fr
Off
Sa
A
N N
We Th
Pub.
Hol.
Work Schedule Rule
Pub.
Hol.
Pub.
Hol.
1999
...
B
Manually or individual
BATCH = several
Work Schedules
28
© SAP AG 1999
Public Holiday
Calendar
Personnel Subarea
Grouping

29. Determining Workdays
When do employees have to work and when are they off?
Planned Hours
=0
=0
Off
Day Type
Work
© SAP AG 1999
29
blank
(derived from public
holiday class)
1, 2, 3 ...
Off

30. Planned Working Time
Public holiday calendar
Personnel subarea groupings
Employee
subgroup
grouping
IT 0001
IT 0007
Public
Holiday
Calendar
Daily
work
schedule
2000
Period
work
schedule
Organizational Assignment
Planned Working Time
Work
schedule
rule
Work
schedules
IT 2nnn
30
© SAP AG 1999
Employee subgroup grouping
Public holiday calendar
Personnel subarea groupings
Work schedule rule
Time Infotypes

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