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Recently Released PY-IN Notes V.2:1963582 - HINUSWCH: 40AY switch changes the T54C0 table values, irrespective of Business Function not active / 1968184 - Warning Message in Payroll Log for NPS Contribution

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Note  Number   1963582
Topic
   40AY switch changes the T54C0 table values, irrespective of Business Function not active
Version    4
Validity   11.02.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   11.02.2014 17:03:55
Priority   Correction with low priority

 

You are executing the transaction Pc00_m40_swch to activate the AFY solution for employees in your organization. You have activated the 40AY switch and saved it and the corresponding table T54C0 is updated with parameter 03 for India. This should not happen if the Business Function is not activated in your system, irrespective of changing the switch status in Pc00_m40_swch.The system behaves inconsistently.

 

CourtesySAP

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Note  Number   1968184
Topic
   HINCALC0: Warning Message in Payroll Log for NPS Contribution
Version   2
Validity   11.02.2014 
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   11.02.2014 15:50:47
Priority   Correction with high priority

 

You are executing payroll (TCode:PC00_M40_CALC_SIMU) for the employees working in your organization.
Provident Fund Contribution infotype (IT0587) has been maintained without checking NPS eligibility.
Warning messages in payroll log appears for NPS contribution even though the eligibility for NPS is not maintained.

 

 

CourtesySAP

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Note  Number   1964182
Topic
   Marginal Tax Rate Not Returned When No Results Available For Current FY
Version   2
Validity   05.02.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   05.02.2014 12:19:46
Priority   Correction with medium priority

You are trying to determine tax rate and tax payable on bonus payments given to an employee. In case, there are no payroll results available for the employee in current Financial Year, tax payable is determined using previous year results. In such cases, the tax payable is determined, however, the tax rate is not provided by the payroll function. This leads to inconsistency.

For reference:

Employee 'X' receives joining bonus amount of INR 5,00,000 in the month of April 2013. Employee has joined the organization in April 2013 as well. Now, when you want to determine tax payable on this bonus amount, bonus amount is determined but the marginal tax rate is not provided. This creates inconsistency for other calculations.

CourtesySAP

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Note  Number  1963592
Topic
   ECR: EPS Wages Not Displayed for Period in Which Employee Turns 58 Years
Version   2
Validity  17.01.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   29.01.2014 07:29:27
Priority   Correction with medium priority

While generating ECR (TCode: PC00_M40_EPF) of an employee, for a period in which employee turns 58 years of age, employer pension wages are not displayed on the output. It appears Blank.

For Reference:

Employee 'X' turns 58 years of age on 2nd January 2014. Payroll for employee has been executed and employer pension wagetypes have been generated as well since there are two days till employee reaches 58 years of age. When ECR is generated for January period i.e. 10/2013, employer pension wages do not appear in the output. This is inconsistent. Since, cluster results contain values, corresponding values shall appear on ECR as well

CourtesySAP

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I am not able to upload the latest updates in http://scn.sap.com/docs/DOC-26054 .

Here I am modifying one of my previous document and would like to update the recent notes from now onwards.

You will get the previos notes from  http://scn.sap.com/docs/DOC-26054


SuccessFactors - Useful Resources and Documents

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This is a collection of the most useful SuccessFactors resources: documents, blogs, reports, and videos. This includes links that will cover an introduction to SuccessFactors, the acquisition by SAP, SAP's strategy, the SuccessFactors HCM suite, integration, and other related documents and resources. It is also recommended to join the SAP and SuccessFactors group on LinkedIn or on Google Plus, as this is the leading community for the latest and greatest information on SuccessFactors.

 

Overview

SAPexperts in-depth Special Report: SAP and SuccessFactors - An Overview (SAPexperts)

SuccessFactors with SAP ERP HCM - SAP PRESS Bookstore (SAP PRESS)

SuccessFactors Terminology and Abbreviations

The Best Security for Your Cloud Part 3: How We Address Data Security in Europe and Canada

SuccessFactors Cloud Architecture

 

Market, Customer, and Consultant-related

How to Transition from an SAP HCM to a SuccessFactors Consultant

SuccessFactors Training and Certification FAQ

SuccessFactors and SAP HCM consulting: The Wild West of 2013

The Future of SAP HCM and SuccessFactors Consulting - 2013 : CloudAve (Cloud Avenue)

Future of SAP HCM (SAP HCM Insights Podcast)

The state of Talent Management in SAP HCM & Impact of SuccessFactors - With Thomas Otter (SAP HCM Insights Podcast)

SuccessFactors, The Future of SAP HCM Consulting, Project Execution, Training & more! (SAP HCM Insights Podcast)

Cloud: When & Why Whitepaper (SuccessFactors)

Business Execution for Dummies (SuccessFactors)

SAP Forum: Life after Lars (diginomica.com)

How Siemens took its HR IT into the cloud (ZD Net)

Impact of DevOps and Cloud on SAP and ERP System Administrators (YouTube)

How significant is SAP’s on-premise and Cloud licensing swap announcement?

Magic Quadrant for Talent Management Suites 2013 (Gartner)

New IDC MarketScapes Show Client Satisfaction Is On The Rise In Worldwide Integrated Talent Management Market (IDC)

SuccessConnect 2013: Wrap-up and 5 Key Takeaways

SuccessFactors Talent Management Seminar 2013 Wrap Up (Jeremy Masters)

SAP and China Telecom Expand Strategic Partnership to Provide SAP Cloud Portfolio to Customers and Partners in Chin… (SuccessFactors)

Charting Your Course in 2014: SAP HR and SuccessFactors [podcast] (SAP Insider)

Journal on Product Design and Development (Prashanth Padmanabhan blog)

Stages In The Decision Making Phase Of Your Journey To The Cloud (Prashanth Padmanabhan blog)

Improving Customer Service Experience at SuccessFactors with new Cloud-based Support Portal


Solutions: Employee Central

Employee Central handbooks from SAP [s-user required]

SuccessFactors Employee Central - list of countries with Localizations

SuccessFactors Employee Central - list of languages

What’s New in SuccessFactors 1302 release for Employee Central, Platform and Admin Tools

SuccessFactors Employee Central – Time Off and other new features in the 1308 release

SuccessFactors November Release: Employee Central

Implementing SuccessFactors Employee Central with a SAP background

SAP HANA Cloud Platform: Turbocharge SuccessFactors Applications (YouTube)

Eat like never before: SAP Networking Lunch

Manage Mass Changes in SuccessFactors Employee Central [registration required] (SAPexperts)

My Thoughts on SuccessFactors Employee Central

Employee Central Is Not A User Interface for SAP ERP HCM OnPremise (Prashanth Padmanabhan blog)

SuccessFactors Employee Central Time Off - Made for You! - YouTube (YouTube)

Time Off in SuccessFactors Employee Central: demonstration

Enhancing SuccessFactors Employee Central v12 Home Page - to HCP or not?

Here’s to 2013 and Employee Central !!!

How to Configure and Manage Workflows in SuccessFactors Employee Central [registration required] (SAPexperts)

 

Solutions: Employee Central Payroll

Employee Central handbooks from SAP [s-user required]

SuccessFactors Employee Central Payroll - list of supported countries

New SAP and SuccessFactors Cloud Payroll Offering

EPI-USE Announces Its SAP-Qualified EPI-USE U.S./U.K./Australia Payroll Rapid-Deployment Solutions for SuccessFactors Employee Central Payroll (SuccessFactors)

 

Solutions: Talent and Analytics

Employee Onboarding: Taking a Fresh Approach to Employee Engagement and Retention (SuccessFactors)

Calibrate Employee Performance Through SuccessFactors [registration required] (SAPexperts)

Comparison Between SAP ERP HCM E-Recruiting and SuccessFactors Recruiting [registration required] (SAPexperts)

SuccessFactors Workforce Analytics or SAP Business Intelligence for Human Resources?

SuccessFactors August Release: Faster, easier adoption of the latest innovations

SuccessFactors Salary Budgeting based on the Custom Fields

What I Like about SuccessFactors b1311 - Recruiting Management

SuccessFactors Release Management: Four Tips from Talisman Energy

SuccessFactors November Release: Reporting and Analytics

SuccessFactors November Release: Empowering Managers to Build Robust Bench Strength 

SuccessFactors November Release: Onboarding - New Hires On The Go

SAP and SuccessFactors Launch Presentations for Dynamic Talent Reviews (SAP News)

Introducing SuccessFactors Presentations (YouTube)


Solutions: Learning

SuccessFactors LMS vs SAP LSO – Some observations (NTT Data Solutions)

SuccessFactors LMS: Power in Assignment Profiles

Configuring And/Or Prerequisites in SuccessFactors Learning

SAP Education Takes Learning to the Cloud (SuccessFactors)

SAP Learning Hub (YouTube)

SuccessFactors Learning - iContent Overview (YouTube)


Solutions: SAP Jam

SAP Jam - Useful Resources and Documents

 

Technical, data model, and configuration

Mapping SAP OM objects to SuccessFactors For a Hybrid Model

SuccessFactors: The X Factor of Data Models

Employee Central Entities and Interfacing

Extending SuccessFactors with the Metadata Framework

Rules and Picklists in the SuccessFactors Metadata Framework

Configuring SAP HCM & SuccessFactors: A Comparison

Picklists Management and Cascading Picklists in SuccessFactors [registration required] (SAPexperts)

Two Paths To Full Cloud HCM (Prashanth Padmanabhan blog)


Integration Strategy

SAP and SuccessFactors talent hybrid model: what lies ahead, plus a few small hidden jewels

SAP HCM and SuccessFactors Integration Packages: an overview

The Real Truth about SAP and SuccessFactors Integration

SAP and SuccessFactors - "Proven" Integration is Hype

Middleware Technology Options for Integrating SuccessFactors (Prashanth Padmanabhan blog)

Five critical factors to integrating SAP SuccessFactors with SAP HCM (SearchSAP)

 

Integration and Integration Packages

SAP HCM and SuccessFactors Integration Packages: an overview

Integration Add-on 1.0 for SAP HCM and SuccessFactors

Integration Add-on 1.0 for SAP HCM and SuccessFactors: Support Package 2

Integration Add-on 2.0 for SAP HCM and SuccessFactors

Integration add-on 2.0 for SAP ERP HCM and SuccessFactors BizX – SAP Help Portal Page (help.sap.com)

Integration Packages Administration Guide on SAP Service Marketplace [S-user required]

Pilot Test of the Integration add-on for SAP ERP HCM & SuccessFactors BizX

Integration Q&A: Managing employee compensation using SAP HCM and SuccessFactors

Integration Q&A: Real-World Impressions on SAP and SuccessFactors Integration Add-On’s

SAP HCM and SuccessFactors Biz X Employee Basic Data Integration RDS Demo - YouTube (YouTube)

SAP HCM and SuccessFactors Biz X Compensation Integration RDS Demo - YouTube (YouTube)

Employee Central – Employee Mini-Master Add-on Available

Dell Boomi AtomSphere for SuccessFactors (Dell Boomi)

How to integrate SuccessFactors talent data into SAP NetWeaver Business Warehouse?

SAP Jam ABAP Integration - Configuration Guide for SP Level 5

SAP Jam ABAP Integration - Configuration Guide for SP Level 6

LSO-to-SuccessFactors LMS RDS | hyperCision, Inc. [HyperCision]

PI Configuration Example (NWPI 1.0 SP2-4 & 2.0 SP0) [S-user required]

PI Configuration Example (NWPI 1.0 SP6 & 2.0 SP2) [S-user required]

Part 1: SuccessFactors Employee Central – An introduction to how SAP and SuccessFactors enable HR data to drive business processes

 

Tips and Tricks

Tip: Creating a single URL for logging directly into SuccessFactors BizX demo instance

Single Sign-On to SuccessFactors from SAP HCM

Single Sign-On between SAP Portal and SuccessFactors

 

Acquisition by SAP and Roadmap

Thoughts on SuccessFactors, Holiday Wish Lists for SAP HCM, and UNICEF [podcast] (SAP HCM Insights Podcast)

SAP and SuccessFactors Acquisition Q&A (Cloud Avenue)

News Analysis: SAP Buys SuccessFactors for $3.4B Signals SAP's Commitment To Cloud, HCM, and Social (Constellation Research)

SAP to Buy Into Software as a Service With SuccessFactors Deal [PDF] (Garnter)

SAP To Buy SuccessFactors: Major Shift In Talent Management Market (updated) (Bersin by Deloitte)

SAP and SuccessFactors Roadmap Analysis (Cloud Avenue)

SAP and SuccessFactors HCM Roadmap - With Amy Thistle [podcast] (SAP HCM Insights Podcast)

SuccessFactors Employee Central - list of countries with Localizations

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SuccessFactors Employee Central features localizations for the following 68 countries:

 

  • Argentina
  • Australia
  • Austria
  • Belgium
  • Brazil
  • Bulgaria
  • Canada
  • Chile
  • China
  • Colombia
  • Costa Rica
  • Croatia
  • Czech
  • Denmark
  • Dominican Republic
  • Ecuador
  • Egypt
  • Finland
  • France
  • Germany
  • Greece
  • Guatemala
  • Honduras
  • Hong Kong
  • Hungary
  • India
  • Indonesia
  • Ireland
  • Israel
  • Italy
  • Japan
  • Jordan
  • Lebanon
  • Malaysia
  • Mexico
  • Netherlands
  • New Zealand
  • Norway
  • Pakistan
  • Panama
  • Peru
  • Philippines
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Romania
  • Russia
  • Saudi Arabia
  • Serbia
  • Singapore
  • Slovakia
  • Slovenia
  • South Africa
  • South Korea
  • Spain
  • Sweden
  • Switzerland
  • Taiwan
  • Thailand
  • Turkey
  • Ukraine
  • Uruguay
  • UAE
  • UK
  • USA
  • Venezuela
  • Vietnam

 

Valid as of the February 2014 (1402) release.

SuccessFactors Employee Central Payroll - list of supported countries

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SuccessFactors Employee Central Payroll supports the following 27 countries:

 

  • Argentina
  • Australia
  • Austria
  • Brazil
  • Canada
  • Chile
  • China
  • Finland
  • France
  • Germany
  • Hong Kong
  • India
  • Ireland
  • Italy
  • Japan
  • Malaysia
  • Mexico
  • Netherlands
  • New Zealand
  • Russia
  • Singapore
  • South Korea
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • United States

 

Employee Central mash-up's exist for the following countries:

 

  • Australia
  • Brazil
  • Canada
  • Chile
  • China
  • Germany
  • Hong Kong
  • India
  • Mexico
  • Netherlands
  • New Zealand
  • Spain
  • Switzerland
  • United Kingdom
  • United States

 

Valid as of the February 2014 (1402) release.

Date Dependent PCR Processing in Time Evaluation

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Introduction


One of the things that fascinated me when I started working in time management was Date Dependent PCR Processing in Time Evaluation.


Over a period of time, I realized that there are two possible ways (there may be more ways also) to achieve date dependent PCR processing in time evaluation. In this knowledge artifact, I will explain both the methods and the scenarios in which these methods can be used.  

 

Method 1: Based on Payroll Parameter Constant


Let us refer to the PCR ZAR1 shown in the below screenshot. When this PCR gets processed in time evaluation, it sets a value of 0.5 hours using operation HRS=0.5 and then adds 0.5 hours to daily time type ZAR1 using operation ADDDBZAR1.


1.JPG

Let us assume that this PCR has been getting processed in time evaluation ever since time evaluation go live (let’s say year 2012). Now, your client comes up with a requirement that effective 01-Jan-14, the no. of hours to be added to time type ZAR1 should be increased from 0.5 to 1.


We can’t change HRS=0.5 to HRS=1.0 directly because if there is a retro time evaluation before 01-Jan-14, the time type value will get changed from 0.5 to 1.0 for dates prior to 01-Jan-14. This will be incorrect.


To bring in the date dependent functionality, we will create a custom constant in Table V_T511K. Let us create a custom constant ZCONS in Table V_T511K as shown below.


2.jpg


We will keep the value of the constant as 0.00 from 01.01.1900 till 31.12.2013 and 1.00 from 01.01.2014 till 31.12.9999.

 

Let us now modify our PCR ZAR1 as shown below.


3.jpg

When this PCR gets processed now, it sets the value of the constant ZCONS from Table V_T511K in operation HRS based on the date for which time evaluation is happening.


Let us say that the time evaluation run is happening for 31-Dec-13. The value of constant ZCONS is 0.0 on 31-Dec-13. The hours in operation HRS (0.0) is compared with 0 using HRS?0. Since the comparison value is equal to 0, the PCR gets processed under = and the no. of hours are again set to 0.5 using HRS=0.5. Then these hours (0.5) are added to time type ZAR1.


When the time evaluation run is happening for 01-Jan-14, the value of constant is 1.0 on 31-Dec-13. The hours in operation HRS (1.0) is compared with 0 using HRS?0. Since the comparison value is not equal to 0, the PCR gets processed under * and the no. of hours are set to 1.0 using HRS=1.0. Then these hours (1.0) are added to time type ZAR1.


Let us assume that the client comes back saying that from 01-Feb-2014, they would like to add 1.5 hours to time type ZAR1. We can again modify the constant and PCR as shown below to achieve this requirement.


4.jpg

8.jpg


This method of date dependent PCR processing is recommended in the below scenarios:


  • The changes impact a group of employees and not just one employee.
  • Using one constant, you can build a no. of validations for time dependent processing.


Let us move now to the second method of date dependent PCR processing.

 

 

Method 2: Based on Date Specification


Let us refer to the PCR ZAR2 shown in the below screenshot. When this PCR gets processed in time evaluation, it sets a value of 0.5 hours using operation HRS=0.5 and then adds 0.5 hours to daily time type ZAR2 using operation ADDDBZAR2.


5.jpg


Let us assume that this PCR has been getting processed in time evaluation ever since time evaluation go live (let’s say year 2012). Now, your client comes up with a requirement that effective 01-Jan-14, the no. of hours to be added to time type ZAR1 should be increased from 0.5 to 1 because the employee is completing his TE anniversary.


To bring in the date dependent functionality, we will use a date type in date specification infotype as shown below:


6.jpg


The PCR ZAR2 will be modified as shown below:


7.jpg


The operation HRS=YDAAD5 refers to date specification and finds the difference between date of time evaluation and date mentioned in date type D5. On 31-Dec-13, the difference will be less than 0 and hence, the PCR will get processed under <. The no. of hours are set to 0.5 using HRS=0.5. Then these hours (0.5) are added to time type ZAR2.


On 01-Jan-14, the difference will be equal to 0 and hence, the PCR will get processed under *. The no. of hours are set to 1.0 using HRS=1.0. Then these hours (1.0) are added to time type ZAR2.


By now, you would have guessed that this method of date dependent PCR processing in time evaluation is employee specific. Also, you can build only one check using one date type. If you want a different processing from 01-Feb-2014 in the same PCR ZAR2, you will require another date type in this method.


Below is a comparison of the two methods of date dependent PCR processing in time evaluation:


Comparison: Date Dependent PCR Processing in Time Evaluation

Constant Method

Date Type Method

Recommended for a group of employees.

Recommended for employee specific processing.

One constant can be used for multiple date checks in PCR processing.

One date type can be used for only one date check in PCR processing.

 

Here, I come to the end of this knowledge artifact.


Thank you for your patience to go through this document. I hope this has been beneficial for you.


Warm regards,

Vivek Barnwal,

vianshu@gmail.com

Splitting of Overtime Hours after X Hours in Time Evaluation

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Introduction


I have often wondered about the ingredients for the recipe of “Success”. Without an iota doubt, Success requires hard work, diligence, perseverance, right skill set, knowledge, expertise, right attitude, inspiration, perspiration and so on. It also requires another important ingredient called “Lady Luck”.


Whenever we are trying to work on something new or going into unknown territory, we need that “Eureka” moment and I had one such moment a couple of days back with regards to overtime requirement for one of my clients. 

 



Client Situation


Our client requirement was to give overtime at two different rates – R1 and R2. There were both regular and shift employees and overtime was applicable to both of them.


Below were the conditions for overtime:


  • R1      -        If the employee worked overtime on working days outside planned working hours between 6 am – 9 pm.

 

  • R2      -        If the employee worked overtime on OFF days or Public Holidays or on working days outside planned working hours between 9 pm – 6 am.


There was an additional requirement that if the employee worked more than 20 hours of R1 overtime in a month, then the hours beyond 20 hours should be treated as R1 extra overtime and the rate of R1 extra will be more than R1.


In similar way, if the employee worked more than 15 hours of R2 overtime, then the hours beyond 15 hours should be treated as R2 extra overtime and the rate of R2 extra will be more than R2.


Below were the rates of overtime:


  • R1                -        150% of daily hourly rate

 

  • R1 Extra        -        200% of daily hourly rate

 

  • R2                -        175% of daily hourly rate

 

  • R2 Extra        -        250% of daily hourly rate


Also, the client wanted a report to display the overtime hours at the above rates on a daily basis. In other words, client also wanted to know from which date onwards, the rates R1 and R2 changed to R1 Extra and R2 Extra respectively.

 



Solution Challenge


If there was only one overtime wage type (R1) to be generated in time evaluation and once the total no. of overtime hours in the month crossed 20 hours, then the 2nd wage type (R1 Extra) had to be generated, then the solution would have been simpler and easier to achieve in time evaluation. Here, we are assuming that the rates R2 and R2 extra were not in the requirements.


In such a case, this could have been done by building a solution of cumulating the total no. of overtime hours in a month and till 20 hours, we allow wage type with R1 rate to be generated using processing type M and after 20 hours, we change the processing type to N in time pair for overtime hours and generate wage type with R1 Extra rate.


The process of assigning processing type N to overtime hours beyond 20 hours in a month would need to be done using a custom PCR before the block of selecting time wage types (shown in the screenshot below from time schema).

 

9.jpg  

 

We would need to assign a wage type for processing type M and assign another wage type for processing type N along with the relevant overtime rules in Table V_T510S.


Also, we would need to add “GWT            N ZML” in the schema for selecting time wage types.


However, we need wage types with two different rates (R1 and R2) initially and once they cross the cumulative threshold values within a month, R1 Extra and R2 Extra rates kick in. Also, the generation of wage types with R1 and R2 rates are dependent on the timings for which we need the overtime hours in Table TIP to get processed through time wage type selection rule table V_T510S.


Hence, we would need to generate wage types with R1 and R2 rates first and when they cross the threshold values within the month, the generation of wage types with R1 Extra and R2 Extra rates should commence. This means that the logic will have to be built after the block of selecting time wage types.


I also thought of another approach. We generate all the time wage types using R1 and R2 rates only for the month in Table V_T510S. These wage types will get stored in Table ZL. Standard function ZLIT in time section of payroll schema will read these wage types from Table ZL and move them to Table IT for payroll processing.


In payroll, we will write a custom PCR to check the total no. of overtime hours in R1 and R2 wage types and if the total no. of overtime hours cross the threshold values, we split them into R1, R1 Extra, R2 and R2 Extra wage types with the overtime hours.

This splitting of wage types from R1 and R2 into R1, R1 Extra, R2 and R2 Extra will happen before processing in PCR X015 in payroll schema, where the rate gets multiplied with no. of hours to give the final amount. The rates for all the four wage types will be maintained in Table V_T510J.


However, there is an inherent flaw in my solution approach which doesn’t meet one of the requirements of the customer. It wants a report to display the overtime hours with rates R1, R2, R1 Extra and R2 Extra on a daily basis. In this approach, overtime hours will get generated only with rates R1 and R2 on a daily basis in time evaluation. The cumulative values of these overtime hours are later split into R1, R1 Extra, R2 and R2 Extra based on threshold values in payroll calculation. Hence, the report can display overtime hours only with R1 and R2 rates on a daily basis which doesn’t suffice customer’s requirement.


This leaves us with only one choice – allow generation of overtime wage types with R1 and R2 rates on a daily basis in Table V_T510S and when the cumulative threshold for R1 and R2 rates crosses, replace wage types of R1 and R2 rates with wage types of R1 Extra and R2 Extra rates respectively.


When overtime wage types get generated based on rules defined in Table V_T510S, they get stored in internal table ZML. Function POVT processes PCR TC40 to move the overtime wage types from Table ZML to Table DZL. Finally, function CUMBT moves overtime wage types from Table DZL to Table ZL.


The process of replacing wage types of R1 and R2 rates with wage types of R1 Extra and R2 Extra rates respectively would need to be done before wage types are moved into Table ZL in time evaluation.

 



Solution Design


I researched through time functions and operations to find a way to split the overtime hours and move them into a new wage type. Finally, I was able to find a function PZL and an operation OUTZL which helped me build this solution.


Function PZL


PZL function provides a personnel calculation rule (Par 1) with wage types for processing based on the identifier (Par 3) and deletes these wage types from DZL or ZL table. If we want the wage types to remain in DZL or ZL table after processing, we will have to use operation ADDZL to transfer the wage types back to DZL or ZL Table.


A time wage type can have three possible identifiers:


 

  • S - Planned Work
  • M - Overtime
  • A - Absence


In our scenario, the wage types will have identifier M.



Operation OUTZL


OUTZL operation will help us to query the wage type for processing.


Let us now design and build the solution. For solution design purpose, we will be focusing only on splitting Wage Type with R1 rate into R1 and R1 Extra after 20 hours overtime threshold is reached. The same logic can be used to build it for wage type with R2 rate.


We will use the below model wage types for our solution design:


  • R1                -        M806
  • R1 Extra        -        M807

 


Time Type ZAD4


We will also create a monthly time type ZAD4 for cumulating overtime hours. Below is the screenshot for the same.

 

10.jpg



Constant ZOVBR


We will create a constant ZOVBR for the threshold check of 20 hours. Below is a screenshot for the same. If the client decides to change this threshold limit tomorrow, we just have to update this constant from the date of change.


11.jpg

 


PCR ZAD5


We will also create a PCR ZAD5 for splitting overtime hours of wage type M806 once it touches the monthly threshold value of 20 hours. Below is the screenshot for the same.


12.jpg

  

This PCR appears to be slightly complex and hence, let me try my best to explain its functionality.


Function PZL processes PCR ZAD5 for wage types with identifier as M in Table DZL. PCR ZAD5 reads the wage types using operation OUTZL WGT. For any wage type other than M806, it gets processed under ****. Basically, it doesn’t process the wage type and also removes it from Table DZL. If we wish to move that WT to Table DZL, then we should use operation ADDZL.


If the wage type is M806, it reads the cumulative monthly overtime hours from time type ZAD4 using HRS=MZAD4. Then it compares the hours (ZAD4) with the value in constant ZOVBR using HRS?CZOVBR.


If the value of ZAD4 is equal to or greater than the value in ZOVBR, it means that the threshold value is already reached and the PCR gets processed under * and the overtime hours of the current day (WT M806) should be transferred to WT M807. The overtime hours of WT M806 for current day are read from Table DZL by using HRS=ENUM and then they are added to time type ZAD4 (total overtime hours of a month) using ADDDBZAD4Z and wage type M807 using ADDZLMM807. As mentioned before, function PZL finally deletes the WT M806 which was present before during input.


If the value of ZAD4 is less than the value in ZOVBR, it means that the threshold value is not yet reached and the PCR gets processed under <. The cumulative monthly overtime hours are read using HRS=MZAD4 and the overtime hours of current day (WT M806) are added to the monthly overtime hours using HRS+ENUM. The value is again compared with the threshold value in constant ZOVBR using HRS?ZOVBR.


If the value is less than or equal to ZOVBR, the PCR gets processed under *. The overtime hours of the current day (WT M806) are read using HRS=ENUM and then they are added to time type ZAD4 (total overtime hours of a month) using ADDDBZAD4Z and wage type M806 using ADDZLMM806. Function PZL finally deletes the WT M806 which was present before during input.


If the value is greater than ZOVBR, the PCR gets processed under > and finally goes to PCY ZAD5A and PCY ZAD5B.


Under A, it reads the value of ZOVBR using HRS=CZOVBR and subtracts the value of cumulative monthly overtime hours using HRS-MZAD4. The difference is compared using HRS?0 and if it is greater than 0, it gets processed under >. Under >, the hours are added to WT M806.


Under B, it reads the value of cumulative monthly overtime hours using HRS=MZAD4 and adds the overtime hours for the current day (WT M806) using HRS+ENUM and subtracts the threshold hours limit in ZOVBR using HRS-CZOVBR and adds the difference to WT M807. Finally, the overtime hours for the current day (WT M806) are again read using HRS=ENUM and then added to cumulative monthly overtime hours using ADDDBZAD4Z. Function PZL finally deletes the WT M806 which was present before during input.

 


Schema ZTDA


The function PZL and PCR ZAD5 are finally placed in the time schema as shown below:

 

13.jpg

 



Solution Testing


The solution design and build is finally complete and hence, let us now test it.


We have created the overtime hours in IT2002 for the employee using attendance type 0801 for the entire month.


IT2002

 

14.jpg 

 

The time evaluation is run for the month of Sep’13. Let me show you the processing for date 21-Sep-13 where 3 overtime hours of WT M806 get split into 2 overtime hours of WT M806 and 1 overtime hour of WT M807.


Input Table

 

15.jpg 

 

Processing and Output Table

 

16.jpg 

 

Table ZL


Let us now view Table ZL.

 

17.jpg

 

 

 

Report RPTBAL00


Let us execute report RPTBAL00 as shown in the screenshot below:

 

18.jpg 

 

Report Output:

 

19.jpg

Here, I come to the end of this knowledge artifact.


It’s been a long document and hence, thanks for your patience to go through it. I got to learn a new functionality in time because of this requirement and I hope this has been beneficial for you too.


Warm regards,

Vivek Barnwal,

vianshu@gmail.com

Using Custom Relationships in Training & Event Management

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One of my clients had the requirement to add a new custom relationship for their event catalog. Essentially they needed to link event types to each other for specialized reporting needs. They needed to show in the catalog that some event types were actually modules of other event types. So when creating an event, they wanted the option to link the event to another event. This would then allow them to later report at two levels - at the "module" level, and also rolled up statistics at the event level.

 

For example, there might be an event type called "Leadership Training". That event type actually consists of modules called "Leadership Training - Presentation Skills" and "Leadership Training - Financial Management". In some reports they need to show how many employees are scheduled to attend any of the "Leadership Training" modules (an aggregated value), while in other reports they need to show how many people attended the individual modules.

 

This post explains the process I followed to achieve what they were looking for...

 

Create Custom Relationship Type

This first step is to create a custom relationship. A common SAP standard relationship is the "A003" relationship - this denotes "belongs to". Conversely, the "B003" relationship denotes "incorporates". So in training and events, an event type (object type D) "belongs to" (A003) an event group (object type L). Conversely, the event group (object type L) "incorporates" (B003) the event type (object type D).


We want a relationship that denotes that an event type "is a module of" another event type (the "A" relationship). Conversely we can say that one event type "contains module" for another event type (the "B" relationship). To do this we need to create our own relationship in the customer namespace. Remember that the SAP namespace is 000-999 and the customer namespace is AAA-ZZZ. I decided to call our relationship "DMO", so when done we have the "ADMO" (is module of) relationship and the "BDMO" (contains module) relationship.

 

Follow these steps to get this done:

 

  1. Go to the IMG (transaction SPRO)
  2. Go to the menu path "Personnel Management->Personnel Development->Basic Settings->Maintain Relationships"
  3. Add a new relationship and fill in the technical code (DMO in this case), as well as the bottom up and top down relationship descriptions.
  4. Now select the newly created relationship and go to the "Allowed Relationships" settings - add two records here to allow the relationship between object type D (event type). This will control which objects can use this relationship. Since we only want to link event types, we will only be working with object type "D". You need to create the relationship in both directions - on for the "A" and one for the "B"...
  5. When done, you need to go to the "Time Constraints" settings, where you can set the behavior of your new relationships. I set both to "3" which means the relationship is very flexible without much limitation.

 

That's it - you have now created a new relationship which will work in transaction PP01. Go and give it a try - you will be able to create a relationship of ADMO or BDMO between two event types.

 

Configure Evaluation Path

Even though the relationship now exists and you can maintain these relationships in PP01, it still doesn't work in the Master Data Catalog (transaction OOC3). If you try to maintain the catalog here, there are two areas that show relationships - one is when you try to create a new relationship on an existing event type, and the other area is when you view the details of the event type under the "relationships" tab. Neither of these areas show our new relationship. There are two areas that need to be configured to get this working, and here I will explain the first area. We need to change the evaluation path "SCMCATAL". Here's how we do it:

 

  1. In the IMG (transaction SPRO), go to menu path "Personnel Management->Personnel Development->Basic Settings->Maintain Evaluation Paths"
  2. Find the "SCMCATAL" evaluation path and select it.
  3. Go to the "Evaluation path (individual)" settings. Here you must create a new record for our new relationship as below...

 

Once you have saved, you will see that in the Master Data Catalog you will be able to add a new "DMO" relationship, but you still won't see it under the "relationships" tab when viewing the event type details. Continue reading to put the last piece of the puzzle in place...

 

Configure Personnel Actions

The final missing piece is that the new relationship still won't show under the "relationships" tab when viewing an event type. In order for this to start working, we need to configure the personnel actions. Here's how we do it:

 

  1. In the IMG (transaction SPRO) go to menu path "Training and Event Management->Basic Settins->Dialog Control->Current Settings->Maintain Personnel Actions"
  2. Select action "D"
  3. Go to the "Actions (individual maintenance)" settings - select an existing 1001 action that you can copy (like A003)
  4. Select the "copy" button on the toolbar
  5. Change the copied record to include the ADMO relationship and for object type D.
  6. Make sure to scroll to the right to make sure that the Function Code is set to "INSE".

 

That's it! Now your new relationship should be fully functional in the Master Data Catalog.

 

See It In Action

Now you have configured all that you need to and your new relationship should be fully functional in the Master Data Catalog for Training and Event Management. Here's how to check if all is working:

 

  1. Go to the Master Data Catalog by using the SAP Easy Access Menu path "Human Resources->Training and Event Management->Settings->Current Settings->Master Data Catalog" or go to transaction OOC3
  2. Now find an event type that you want to create the new relationship for, and either go to Object->Create->Relationship, or click on "Relate" in context menu for the event type. When you do this, a popup window shows the possible relationships you can create - now you will see your new DMO relationship that you can add...
  3. After you have created the new relationship, if you expand the nodes for the event type, then the tree will show the new relationships with "is a module of":
  4. If you double click on the event type, and go to the "Relationships" tab, scroll to the bottom of the relationships and you will now see your new relationship shown. The same applies if you create a new event type, so you can create the relationship at the same time as creating the event type...
  5. If you have created a few of your new relationship links for the same event type, then the "glasses" icon will be show as in the screenshot above. When you click this button, it will show you all the relationships in a popup

 

As you can see, no modifications or enhancements are needed to get your own custom relationships working in Training and Event Management. Now you will be able to have reports developed based on these new relationships and get more value out of your analytics!

Payroll Data Conversion Plan

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Folks,

 

Attaching a  Payroll Data conversion plan which i used some time back in one of my projects .Hope it will be of help to people doing it the first time.

 

Regards

 

Harris

 

1      Introduction

 

1.1   Purpose of this document

The purpose of this document is to define the requirements and activities for Client data conversion to SAP R/3 solution and to establish a common understanding of the associated obligations of SYSTEM INTEGRATOR and Client for all key activities.

 

1.2 Objectives

Data conversion requirements are based on payroll critical information (employee master data), including base salary, taxation, etc and year to date balances as required on a country by country basis for year end legislative reporting.

 

To meet these objectives, strong control mechanisms must be in place to ensure schedule timeframes are met.

1.3 Responsibilities

Data cleansing, manipulation, collection and validation are the responsibility of Client.

 

System Integrator will be responsible for ensuring that critical data requirements are identified, data upload specification completed and data upload programs written and data uploaded.

 

Client is responsible for providing the data in the format defined in the data upload specification, these specifications are country and client specific.

 

Specific responsibilities will be defined in detail in subsequent sections of this document.

 

1.4   Data conversion process overview

There are seven key activities included in data conversion. These are:

 

  • Definition of requirements
  • Data mapping
  • Data cleansing
  • Data extraction
  • Data preparation and verification
  • Data transfer and verification
  • Data validation and sign off

 

These key activities are conducted in sequence as listed above.

 

Each of these activities will be defined in detail, with assigned responsibilities for each task in the data conversion process section of this document

2      Data conversion process

2.1   Definition of data requirements

 

There are two types of data requirements for each country; standard master data and year to date data.

2.1.1 Master data

 

SAP R/3 requirements for standard master data are defined within the Master data mapping specification.

This specification lists the generic (cross-country) data records (infotypes) and the associated data elements. The data element requirements are listed in order of field sequence in each data record, with details of SAP field name, description, type length and possible field value. The generic specifications include cost centre and OM objects. Cost centres are required for general ledger posting.

Only those cost centres and OM objects specific to the locations included in the implementation and any exceptions currently assigned to active employees, should be migrated to SAP R/3.

2.1.2 Year to date data

Certain provisions require that historical accumulated data be uploaded into the SAP R/3 solution.

The data is usually specific to the current tax period, except where it is required for termination calculation purposes. It includes either one time only year to date data or period by period (i.e., payroll period) up to and including the period end prior to the first parallel test run.

The accumulations are required for customer wage types and technical wage types such as total gross pay, total base salary etc.

System Integrator will provides the specifications for accumulation and standard payment codes for year to date and/or period to date on a country by country basis (refer to chapter Appendices)

 

Legacy systems

Client Master Data and YTD / PTD data will be extracted from the Client local SAP HR and Payroll system

2.2 Data mapping

There are two types of data mapping required, including:

Matching SAP R/3 data field specifications to legacy systems

Matching SAP R/3 data value codes to legacy system value codes

 

2.2.1 Data field mapping

This mapping relates specifically to master data interface and upload requirements.

System Integrator will provide details of any mandatory fields in these specifications.

The data that cannot be interfaced will either need to be manually input or provided for automatic upload via formatted input sheets. This is applicable both to data conversion and future operational requirements.

2.2.2       Data value code mapping

 

This mapping relates to upload requirements for both master and year to date data. The SAP R/3 data value codes are matched to the legacy system data value codes. The Business Blueprint should include a full list of all data value codes. During data mapping, requirements for data cleansing will be identified and the procedures for this work will be defined.

 

 

2.3   Data cleansing

Data cleansing of master data is a prerequisite to data conversion to the SAP R/3 solution. No cleansing is required for YTD / PTD data. The YTD / PTD data is a snapshot of the legacy payroll results to date.

Data cleansing activities include:

  • Alignment of Client HR data values to SAP R/3 solution specifications
  • Ensuring Client use of HR data fields, such as address fields, is consistent

2.4 Data extraction

Initial master data extractions will be required from the legacy system. YTD/PTD data extraction will be required from the legacy system.

2.4.1 Master data – initial extraction and changes

 

Client is required to set up a procedure for extraction and transfer of the initial master data from the legacy system.  Client must ensure that the extract file contains the records for all employees who need to be recorded for tax year end reporting; including:

  • Terminated employees (current tax year)
  • Prior tax year terminated employees who have received payments in current tax year
  • All active employees
  • Retirees

 

NB: Parallel testing usually identifies some changes are required to the LEGACY HR interface file. Client should anticipate that these changes (usually minor) will occur (for each phase) and retain appropriate technical resources to ensure these changes are made in a timely manner.

2.4.2 YTD/PTD data

Client is required to source extract files of YTD/PTD data codes and values from the legacy payroll system, according to the SAP R/3 specifications.

2.4.3       Payroll transactions

Payroll transaction details are required for the parallel testing and initial operational payroll processing. Client will need to decide whether these details will be extracted from the legacy system or whether a process is put in place to capture the details prior to their input into the legacy system.

Whatever approach is taken, Client will provide the data for upload in the data upload spreadsheets formats provided by System Integrator.

 

 

2.5   Data preparation & verification

This step provides an opportunity to confirm the earlier data mapping against actual data from the legacy systems, as well as preparing file formats for later data reconciliation.

2.5.1 Confirm data mapping

Personnel numbers in each system should be mapped to each other. Data code mapping should be re-verified.  This helps to confirm that what was expressed in the Blueprint design documentation as data codes has been set up correctly in the system and whether the information in the Blueprint represents the actual legacy payroll processing practices.

2.5.2 Data manipulation

Manipulation may be required of payroll legacy system data into the SYSTEM INTEGRATOR provided SAP formats. Client is responsible for any manual manipulation to the data files that may be required.SYSTEM INTEGRATOR will provide formatted upload spreadsheets for all data loads.

2.5.3 Data file verification

Client is required to check each data file and confirm that the requirements defined in the SAP R/3 specifications have been fulfilled.

This verification should include (but is not limited to):

  • All employee records included, as per the control records
  • All mandatory fields contain data
  • All data in field is consistent with requirements
  • Employees have all the required data records and wage types

 

 

Client must ensure that subsequent master data change files do not include any data records with an effective date earlier than the earliest dates set for retro calculation in both the parallel run and production environments

NB: The earliest retrospective calculation dates will differ depending on the Client phased approach.  Some data records will need to transfer earlier effective dates and produce an ‘legacy HR message’ on upload so that manual calculation and input actions can be taken (relevant for retrospective payments with actual effective dates from to first parallel test payroll period date).

System Integrator will provide details of the specific data records that are subject to these date requirements.

2.5.4 Data file control sheet

Each data file must be accompanied by a control sheet.  This control sheet should be confirmed as verified by the Client payroll team.

An example of the standard control sheet is:

 

 

1.1   Data transfer & verification

The aim of the data transfer (data load) exercise is to confirm that what Client has in the legacy system has been converted across to SAP R/3 and the two systems in are in sync.

1.1.1 File transfer approach

All data files must be sent to the following Client specific email address for data loads at SAP R/3:

TBC

Data files are not to be sent via ftp until advised by System Integrator. This is usually not until the final parallel test has been signed off.

Data files should be sent password protected. Password details should be sent to System Integrator in a separate email.

All employee master data load file must be accompanied by an SAP R/3 data load control form. SAP R/3 and Client are required to confirm the file records against this data load form.

Data file are first loaded to the TEST environment. Once data load is verified as correct, data is loaded into the PROD environment.

1.2   Data validation & sign off

This final validation by Client confirms that all active employees (and employees terminated within the tax year) have full master file records.

1.2.1 Milestone sign off

Client is required to formally sign off data conversion when all data loads are confirmed.

 

2       Actions Lists

The following Action List is an overview Guideline for the whole process of Data Migration.

2.1   Action List 1 - Definition of Data Requirements

Project Phase

Steps

Activity

Owner

Blueprint

 

Employee master data

 

 

1

Provide base line HR interface specifications, including details of any mandatory fields

System Integrator

 

2

Provide base line non HR data record (infotypes) specifications, e.g. allowances, deductions

System Integrator

 

3

Provide base line country specific data record (infotypes) specifications

System Integrator

 

4

Conduct preliminary investigation and identify legacy data source (system/s)

Client

 

5

Source payroll register report and/or other payroll reports to action step 6 and to establish control counts for relevant periods

Client

 

 

Year to date (YTD) data

 

 

6

Provide YTD specifications

System Integrator

 

 

Full list of wage types required, including customer specific wage types codes from Blueprint and technical and accumulation wage type specifications

 

 

 

Determine frequency of upload - Is it a single load YTD accumulated or a PTD (month by month) load

 

 

 

Include accumulation rules, i.e. System Integrator will advise what wage types are added together to produce total accumulators (dependent on SAP rules for accumulation rather than legacy approach)

 

 

 

Technical/accumulator wage type values will be generate from the base data in the legacy system based on these rules

 

 

 

2.2   Action List 2 – Data mapping

Project Phase

Steps

Activity

Owner

Blueprint

1

Provide final HR interface specifications (

System Integrator

 

2

Match SAP R/3 data codes (payments & deductions etc) to legacy system codes in Blueprint design document

Within above mentioned specification, the column “Source Field” needs to be mapped.

Client

Realisation

3

Complete full data field comparison/match and final definition (using configuration spreadsheets)

Additionally, to the field mapping done in point 2, the value mapping has to be done as the 1st task of the Data Conversion activities in Realisation Phase.

Client

 

4

Final confirmation of legacy data sources for all systems

Client

 

5

Identify all data to be transferred

Client

 

6

Identify all alternative data transfer requirements (manual or automatic upload sheets)

Client

 

7

Define procedures for input of non legacy data (pre and post go live, including process for collection)

Client

 

8

Define rules for mapping data values in the interface file

Client

 

9

Code and unit test production of legacy interface file

Client

 

10

Define procedures for data cleansing

Client

 

11

Produce preliminary extract of YTD data from legacy system

Client

 

 

2.3   Action List 3 - Data cleansing

Project Phase

Steps

Activity

Owner

Realisation

1

Initiate any system development effort possible to maximize Client data collection in the legacy system, ensure data is set up prior to initial data extraction, if needed

Client

 

2

Ensure correct data field alignment for interface file requirements (e.g., there may be optional fields in the legacy system for data capture which need to be restricted, e.g. address lines and fields)

Client

 

 

2.4   Action List 4 – Data extraction

Project Phase

Steps

Activity

Owner

Realisation

 

Extraction from legacy system

 

 

1

Provide details of the effective dates for master data records & relevant data records (infotypes) for earliest YTD requirements

System Integrator

 

2

Provide details of the effective dates for master data records & relevant data records (infotypes) for retroactive calculations by phase

System Integrator

 

3

Produce full extract file for sample set of employee master data from legacy system (test interface field definition and placement)

Client

 

4

Set up control record comparative base line, pay period by pay period

Client

 

 

headcount list of all valid employees defined by interface specifications as active employees

 

 

5

Extract full employee master data base file (effective date of records as per specifications at item 1 above)

Client

 

6

Verify master data extraction file against headcount control record (identify terminated employees)

Client

 

7

Prepare terminated employee details in separate manual upload file

Client

 

 

Extraction from legacy system

 

 

8

Produce full master data extract file from legacy system for all employees (to confirm what data is available in legacy system, in what format)

Client

 

 

 

 

 

9

Set up control record (baseline)

Client

 

 

  • Compile list of any employees who have been in the payroll during current tax year

 

 

 

  • Compile list of all terminated employees & date of termination

 

 

10

Produce full extract file from legacy system for all employees

Client

 

 

  • Start date for initial infotype load determined by SAP control record not employees’ hire date

 

 

11

Extraction file/s verified against control record (to ensure all active employees are included)

Client

 

12

All files confirmed by Client payroll team as valid after extraction (if extractions is done by IT team or external vendor)

Client

 

 

Payroll transactions

 

 

13

Compile or extract transactions from legacy system, into SAP R/3 formatted upload spreadsheets

Client

 

 

PTD/YTD

 

 

14

Produce full YTD/PTD extract file for 1st period, from legacy system for all employees

Client

 

 

 

 

 

15

Build PTD/YTD values by employee by period.

Client

 

 

Ensure values are 'signed' according to the rules provided by System Integrator for technical wage types and deductions (including employer contributions)

 

 

 

Confirm rules for input - values vs. quantity (e.g. leave and overtime as values instead of units)

 

 

16

Record headcount per period and accumulated values for each period for total payroll and per wage type as control records, including ER contribution.

 

 

 

Map legacy reconciliation payment types to SAP wage types, as defined in the SAP R/3 specifications for country specific wage types.

 

 

 

2.5   Action List 5 – Data preparation & verification

Project Phase

Steps

Activity

Owner

Realisation

1

Map legacy payroll employee number to SAP ID number

Client

 

2

Identify any data codes discrepancies between the legacy system and SAP R/3 SAP since initial mapping

Client

 

 

  • Advise these to SAP R/3 for investigation and confirmation of any variation from Blueprint baseline

 

 

3

Manipulate data into SAP format

Client

 

 

  • refer to chapter Appendices – Data Mapping Spreadsheet

 

 

4

Data file verification

Client

 

 

Extraction file/s verified against control record (to ensure all active employees are included)

 

 

 

All employees have all the required data records and wage types

 

 

 

Records contain data in all mandatory fields

 

 

 

All data in the data columns is consistent with the requirements.

 

 

 

All initial data load records are dated earlier than the first day of the YTD load period (as per APD ES specifications)

 

 

 

All subsequent master data change files do not include any data records with an effective date earlier than the first day of the first parallel test payroll period (as per SAP R/3 specifications)

 

 

 

All files verified by Client payroll team as valid prior to upload

 

 

 

Sort and sub-total upload sheets by wage type and compare to payroll register sub totals, by payment, earning and deduction code

 

 

 

Remove sub totals and sort by employee ID by wage type prior to sending to SAP R/3

 

 

5

Data file control sheet

Client

 

 

Complete control sheet specific to data file

 

 

 

Wherever possible, confirm via the control sheet that all data for all employees has been provided (detail exceptions)

 

 

 

Control sheet to include control totals by data records (infotype)

 

 

 

2.6   Action List 6 – Data transfer & verification

Project Phase

Steps

Activity

Owner

Realisation

 

Master data files (LEGACY HR & legacy systems)

 

 

1

Data file sent via email to SAP R/3

Client

 

 

Include control sheet for verification

 

 

2

Receipt of data file acknowledged

SYSTEM INTEGRATOR

 

 

Data file checked (to determine that Client has understood requirements

SYSTEM INTEGRATOR

 

3

Data file uploaded

SYSTEM INTEGRATOR

 

4

Data load verified

SYSTEM INTEGRATOR

 

 

Run SAP report of all employees to verify input against control record – infotype by infotype reports

 

 

 

Compare with upload control sheet to ensure data loaded for all employees

 

 

5

Client advised data loaded (includes SAP report if client does not have access to SAP – MPS model)

SYSTEM INTEGRATOR

 

 

YTD/PTD

 

 

1

Data file sent via email to SAP R/3 (period by period)

Client

 

 

Include control sheet for verification

 

 

2

Receipt of data file acknowledged

SYSTEM INTEGRATOR

 

 

Data file checked (to determine that Client has understood requirements)

 

 

3

Data file uploaded

SYSTEM INTEGRATOR

 

4

Data load verified

SYSTEM INTEGRATOR

 

 

Run SAP report (RPCLGV09) Wage Type Distribution List by employee (under the YTD load payroll area) to verify input against control record

 

 

 

Compare with upload control sheet to ensure data loaded for all employees

 

 

5

Client advised data loaded

SYSTEM INTEGRATOR

 

6

Run payroll to transfer values to final YTD figures, e.g. YTD single pay run, PTD multiple pay runs and reconciliation.

SYSTEM INTEGRATOR

 

 

YTD single pay run.

 

 

 

Compare final YTD values to confirm sum of parts = whole for all values

 

 

2.7   Action List 7 – Data validation & sign off

Project Phase

Steps

Activity

Owner

Realisation

1

Validate SAP baseline by comparison with legacy system

Client

 

 

Compare with payroll register reports (with pay details to net)

 

 

 

Compare with individual payslips

 

 

2

Sign off control sheet comparison

Client

 

3

Complete data conversion milestone sign off document

Client


PCR - Subtracting a Constant Value from a Wage type

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PCR's - Subtracting Constant Value from Wage Type

 

For the purposes of this example, we have a wage type /194.  When the payroll runs, we want to subtract from this value, a cash amount.  The cash amount is stored in the payroll constants table T511K with the key of ZCASH

 

The first task is to work through your Schemas in PE01, to decide where you should call the PCR.  This is not an easy task, but try to think about when the wage type will contain a value that you want to manipulate.

 

Often you will want to do this just before, or after partial period factors have been calculated, which would be before or after schema xAL0 (e.g. GAL0 for UK).

 

Once you have found where to put your call to the PCR, open up another session and create the PCR like so:

 

Note, this example is shown using the original ‘table’ method of editing PCR’s which is often easier to work with.  So, to follow this example, ensure you are using table display.  To turn table display on/off from PE02, go to the top menu, and click on table display.

 

 

now on with the example……

 

Go to transaction PE02, create a PCR starting with Y or Usually Z.

 

 

Here for this example, we do not enter the ES grouping and wage type, simply click the <create> button.

 

On the following screen, enter a description and enter C for the program class = Payroll, then click <save>.

 

Go back to the front screen, and enter the wage type number you want the PCR to run for.  In this example, we are entering * for the ES grouping which means this part of the PCR runs, irrespective of the ES grouping for PCR’s.

 

 

Here we enter as shown and click <change> even though it does not exist yet.   This displays the following screen:

 

 

This is a blank PCR !

 

Now lets consider what we need the PCR to do: when it’s called, the input table of wage types (IT) will have a value in the amount of wage type /194.  We want to subtract from this, the amount stored in T511K with code ZPEND.

 

The simple PCR to do this looks like so:



 


 

 

When you’ve entered this, click <save> and check the syntax by pressing . 

 

The PCR explained:

 

The commands entered all have to start under the + on the top line.

 

We see the first command is AMT-KZCASH. This is quite simple, it means subtract from the amount of this wage type (AMT-) the value of the constant ZCASH in table T511K (KZCASH).  This performs the calculation we want and is almost complete.

 

One important thing to realise about PCR’s is that when a PCR is called for a wage type, the values contained are LOST unless you specifically pass them back to the IT.  So, this is the command ADDWT *. Which adds the wage type back to the IT.

 

Calling the PCR from a Schema

 

That’s the PCR created, all that remains is to change the schema to call the PCR.  Go to PE01 and edit your main payroll schema, clicking through into sub-schemas until you find the appropriate place to call your PCR.  Bear in mind things like, should it call before partial period factors?, before or after gross to net etc.  In this example, we have called it just after partial period factoring in our copy of schema GAL0.

 

 

 

You can see line 150 is where we have called the PCR. 

 

PIT passes the IT table of wage types, YA01 is the name of the PCR.

 

NOAB means call irrespective of the ES Grouping for PCR’s. 

 

The 3rd column sometimes contains GEN which calls the PCR irrespective of the wage type.  By leaving it blank we call the PCR with the wage type number assigned.

 

All that remains now is to run the payroll with the log on, and check it works properly.

HCMPAY_65- Certification sample questions

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  • What integration to activate in T77S0 for 3rd party remittance
  •  When do you use GCY or PCY in a rule
  •  What rule and processing class carries out the cumulation and storage of time wage types
  •  What is RPDLGA20 used for
  •  What is RPDASC00 used for
  •  Some employees were not processed during payroll run but no error message was generated. What do you check
  •  Payroll results are written in which HR cluster
  •  What operations to use to cumulate wage types with different period indicators
  •  What to add in Parameter 2 of a schema to call a personnel calculation rule irrespective of the wage/salary type
  •  What is required to define specific payroll periods with start and end dates
  •  What operation is used to check if evaluation basis exist in T512W
  •  What payroll result table to check to confirm if an employee data has been posted in Finance
  •  When does split occurs
  •  What feature defaults wage types in IT0008
  •  Customer complains that absences are not deducting from quotas. What to check?
  •  What to check if during payroll run the correct wage type and the number of hours were generated, but the pay amount is zero.
  •  You
  •  What partial period parameters from PARTT table represents planned working time from the work schedule in working days
  •  What is the purpose of processing class 06 in schema XLR0?
  •  Your customer pays overtime to hourly employees. For the first three hours of overtime, an employee receives a 50% premium. For any hours beyond this, the premium increases to 100%. What do you include in the wage type selection configuration?
  •  You want to report on payroll results using the Ad Hoc Query. Which data sources can you use directly?
  •  What is the purpose of processing class 30 (P30)
  •  What operation to use to query employee group
  •  What causes retroactive accounting
  •  What secondary wage type represents incoming wage types from previous period
  •  What function in subschema XIN0 is delivered by SAP as deactivated but needs to be activated during implementation
  •  Correct sequence of subschemas within X000 schema
  •  Function that imports HR master data
  •  What is constant GENAU used for
  •  What does error “Division by zero not performed Calculation rule Z0002****5 NUM=TSDIVP DIVID ANR RTE* BSGRD RTE” means
  •  What does several /559 in the payroll result implies
  •  What secondary wage types are generated during retroactive accounting

Sequence of Payroll Processes for UK Payroll (including RTI)

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This is a quick and ready document, just to get the hang of this document creation process on SCN.If this actually helps somebody, that is an added bonus. I will consider editing and expanding on it at a future date.

 

 

This gives a brief guide to closing down payroll for a UK Payroll area. For simplicity, it is assumed to be a Monthly paid Payroll area. This covers the period for Payroll Closedown - That is to say, it is assumed that all payroll related data for this period has already been entered, payroll has been run a few times, results checked, errors corrected and so on. Therefore all that remains is to carry out final simulations and close down the payroll.

 

This is not intended to be a detailed guide on the various transactions involved. It is assumed that the reader is familiar with the payroll process.

 

1) Release Payroll

 

Transaction - PA03.

 

Set the Payroll Area to "Released for Payroll"

 

2) Run Payroll

 

Transaction - PC00_M08_CALC

 

Execute Payroll and ensure that there are no rejections. By this stage, there should be no rejections as all errors would have been identified and addressed before arriving at this point.

 

3) Simulate Posting

 

Transaction - PC00_M99_CIPE

 

Ensure that the Payroll Posting program does not end up with any rejections, and also does not create any incorrect documents. Posting errors are usually hard to correct after exiting the Payroll, and hence it is imperative that we identify any potential posting errors at this stage. This would allows us to re-run payroll if required.

 

 

4) Simulate Pre - DME

 

Transaction - PC00_M08_CDTA.

 

This is a quick check to ensure that the Pre-DME is error free. It gives an opportunity to reconcile the number of people processed in payroll and the number of payments made. There should not be any errors, or transfers that were not performed.

 

The only "error" that is acceptable is "F11 No transfer data for personnel number xxxxxxxx". This signifies that the employee has been processed in payroll, but does not have any Net pay.

 

5) Simulate FPS - RTI Submission

 

Transaction Code - PC00_M08_RTI_FPS

 

It is very important to simulate this transaction before exiting payroll. Errors in FPS submission usually require the re-running of payroll to rectify them, and therefore it is essential to carry out an error free simulation before Payroll has been exited.

 

Execute first, with only the ALV option selected. On the output screen ensure there are no rejections. Go to Extras> Error list on the menu bar and verify there are no business errors.

 

Now, execute again with the "Test in Live" option and both ALV and XML selected. Again verify there are no rejections, and the Extras >Error List and Extras>XML errors, do not show any.

 

Click on the B2A manager, highlight the line and then select the " Execute" button. The screen should show a succesful confirmation.

 

Important Note - There are occasions where SAP comes back with an ambiguous message, such as "Waiting, Poll Again". In this case, it is always worthwhile, to call up the HMRC help line and confirm that the Test in Live file has been received successfully, before proceeding with the rest of the payroll process.It would be dangerous to assume that the submission has been trouble free, although, in the majority of cases, it is simply a delay in communication from the HMRC gateway back to the SAP system.

 

 

If the above simulations are successful, Great!, you are now ready to Exit the Payroll.

 

6) Exit Payroll

 

Transaction - PA03

 

Set the Set the Payroll Area to "Exit Payroll", taking care to look out for any warning messages which warn about incorrect or locked personnel numbers still existing in the payroll area.

 

 

7) Live Pre-DME

 

Transaction - PC00_M08_CDTA

 

Execute the transaction in live mode, and make a note of the parameter id generated.

 

 

8) Generate the BACS file

 

Transaction PC00_M99_FPAYM

 

Use the parameter ID and date generated in the previous step to generate the BACS file. All organizations are likely to have their own individual governance process around this step. It is normal to run a Cash Breakdown report or a Wagetype Reporter to reconcile the BACS amounts with the payments generated in Payroll.

 

 

9) Generate Payslips.

 

Transaction - PC00_M08_HRF

 

This is the transaction used by organizations that utilise a HRFORMS payslip. However there are other methods available, and it is also possible that a custom transaction is used by certain companies for their payslips.

 

 

10) Live FPS - RTI Submission

 

Transaction - PC00_M08_RTI_FPS

 

If you have come this far, you will not expect to see any rejections at this stage.

 

On the output screen, select the B2A manager, and submit the FPS.

 

Again, it is normal to get a succesful confirmation message from the HMRC gateway that says "OK, Final Confirmation by IR". if the message received is ambiguous, it is recommended to contact HMRC and verify that the submission has been received by them error free.

 

It is worthwhile to download the FPS report and save it in excel for future reference, as this is not saved or available once the following month has been run.

 

10a) Employer Payment Submission

 

Transaction - PC00_M08_RTI_EPS

 

This is the YTD submission that must be made every month.

 

The values populated in this report can be extracted by running a Wagetype Reporter - ensure that the values are cumulative Year - to - Date values.

 

This report has a Test in Live option, but in this case there is very little added value to use this. Submit via the B2A manager to HMRC and ensure a successful confirmation is received.

 

 

11) Live Posting to Finance

Transaction - PC00_M99_CIPE

 

Finally we are in a position to post payroll results to accounting, and close down yet another payroll process. As our simulations have been successful, we will expect to see an error free live posting to accounting.

Employee Photographs Mass Uploading to Backend System (ECC)

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Hi Friends,

 

Below session explains you " How to Upload Employee Photographs to SAP ECC System" with a standard program help.

 

 

Prerequisites:

 

  • Content Server need to be defined, activation from SICF and necessary configurations by Basis Consultant to Store photographs.

 

  • If you wanted to display the employee photo on transaction PA30 screen, you need to be done with Screen Header Configurations in Personnel Administration.

 

 

Please go through the Video Tutorial below:







Thank you,

Srikanth Naidu

SuccessFactors Employee Central - list of countries with Localizations

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SuccessFactors Employee Central features localizations for the following 68 countries:

 

  • Argentina
  • Australia
  • Austria
  • Belgium
  • Brazil
  • Bulgaria
  • Canada
  • Chile
  • China
  • Colombia
  • Costa Rica
  • Croatia
  • Czech
  • Denmark
  • Dominican Republic
  • Ecuador
  • Egypt
  • Finland
  • France
  • Germany
  • Greece
  • Guatemala
  • Honduras
  • Hong Kong
  • Hungary
  • India
  • Indonesia
  • Ireland
  • Israel
  • Italy
  • Japan
  • Jordan
  • Lebanon
  • Malaysia
  • Mexico
  • Netherlands
  • New Zealand
  • Norway
  • Pakistan
  • Panama
  • Peru
  • Philippines
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Romania
  • Russia
  • Saudi Arabia
  • Serbia
  • Singapore
  • Slovakia
  • Slovenia
  • South Africa
  • South Korea
  • Spain
  • Sweden
  • Switzerland
  • Taiwan
  • Thailand
  • Turkey
  • Ukraine
  • Uruguay
  • UAE
  • UK
  • USA
  • Venezuela
  • Vietnam

 

Valid as of the February 2014 (1402) release.

SuccessFactors Employee Central Payroll - list of supported countries

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SuccessFactors Employee Central Payroll supports the following 27 countries:

 

  • Argentina
  • Australia
  • Austria
  • Brazil
  • Canada
  • Chile
  • China
  • Finland
  • France
  • Germany
  • Hong Kong
  • India
  • Ireland
  • Italy
  • Japan
  • Malaysia
  • Mexico
  • Netherlands
  • New Zealand
  • Russia
  • Singapore
  • South Korea
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • United States

 

Employee Central mash-up's exist for the following countries:

 

  • Australia
  • Brazil
  • Canada
  • Chile
  • China
  • Germany
  • Hong Kong
  • India
  • Mexico
  • Netherlands
  • New Zealand
  • Spain
  • Switzerland
  • United Kingdom
  • United States

 

Valid as of the February 2014 (1402) release.

Recently Released PY-IN Notes V.2:1983034 - PPF: Investment limit changes / 1980461 - Inclusion of PAN of Landlord in IT0581 / 1974369 - INTAX: Change in rounding of Cess

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Note  Number  1983034
Topic
    PPF: Investment limit changes
Version   1
Validity   24.02.2014 
Reason and Prerequisites   Legal change
Release Status   Released for Customer
Released on   24.02.2014 19:18:41
Priority   Correction with medium priority 

The Public Provident Fund limit for investment fund in the system is up to 70,000. Henceforth, the PPF limit for investment fund will be up to 99,99,999. The overall limit for PPF will fall in the basket of limit under Section 80C which is 1 Lakh.

CourtesySAP

................................................................................................................................

 

Note  Number
   1980461
Topic
    Inclusion of PAN of Landlord in IT0581
Version   1
Validity   18.02.2014
Reason and Prerequisites   Legal change
Release Status   Released for Customer
Released on   24.02.2014 11:30:12 
Priority   Correction with medium priority 

 

As per the Circular No. 8/2013, [F.No.275/192/2013-IT(B)], DATED 10-10-2013

 

"If annual rent paid by the employee exceeds Rs 1,00,000 per annum, it is mandatory for the employee to report PAN of the landlord to the employer. In case the landlord does not have a PAN, a declaration to this effect from the landlord along with the name and address of the landlord should be filed by the employee."

 

Till now in SAP system, there is no provision to capture the PAN of Landlord along with check if a declaration has been submitted.

 

CourtesySAP

................................................................................................................................

Note  Number   1974369
Topic
    INTAX: Change in rounding of Cess
Version   3
Validity   20.02.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   20.02.2014 16:15:15
Priority   Correction with medium priority

You are executing payroll (Tcode: PC00_M40_CALC), for employees in your oranization. Once the taxable income is arrived, the income tax payable is determined. In the process, tax payable is determined and then education cess and higher & sec education cess are derived from it. As per standard computation, education cess and higher & sec education cess are rounded invidually and then added to tax payable to arrive at Net Tax payable.

 

However, education cess and higher & sec education cess shall not be rounded individually. It shall be added to arrive at Net Tax payable and then the Net Tax payable shall be rounded.

 

CourtesySAP

................................................................................................................................

 

Note  Number   1976599 
Topic
     HINCESI0: Employee not eligible for ESI Contribution should not apear in the ESI Report Output
Version   1
Validity   10.02.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   18.02.2014 16:48:13
Priority   Correction with medium priority

In an Organization if you are executing the  ESI Report via Transaction "PC00_M40_ESIF(report "HINCESI0" )", in that case all the employee, who are not eligible, are also appearing in the ALV List.  This behaviour is incorrect.

 

 

CourtesySAP

................................................................................................................................

 

Note  Number   1963582
Topic
   40AY switch changes the T54C0 table values, irrespective of Business Function not active
Version    4
Validity   11.02.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   11.02.2014 17:03:55
Priority   Correction with low priority

 

You are executing the transaction Pc00_m40_swch to activate the AFY solution for employees in your organization. You have activated the 40AY switch and saved it and the corresponding table T54C0 is updated with parameter 03 for India. This should not happen if the Business Function is not activated in your system, irrespective of changing the switch status in Pc00_m40_swch.The system behaves inconsistently.

 

CourtesySAP

................................................................................................................................

Note  Number   1968184
Topic
   HINCALC0: Warning Message in Payroll Log for NPS Contribution
Version   2
Validity   11.02.2014 
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   11.02.2014 15:50:47
Priority   Correction with high priority

 

You are executing payroll (TCode:PC00_M40_CALC_SIMU) for the employees working in your organization.
Provident Fund Contribution infotype (IT0587) has been maintained without checking NPS eligibility.
Warning messages in payroll log appears for NPS contribution even though the eligibility for NPS is not maintained.

 

 

CourtesySAP

................................................................................................................................

Note  Number   1964182
Topic
   Marginal Tax Rate Not Returned When No Results Available For Current FY
Version   2
Validity   05.02.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   05.02.2014 12:19:46
Priority   Correction with medium priority

You are trying to determine tax rate and tax payable on bonus payments given to an employee. In case, there are no payroll results available for the employee in current Financial Year, tax payable is determined using previous year results. In such cases, the tax payable is determined, however, the tax rate is not provided by the payroll function. This leads to inconsistency.

For reference:

Employee 'X' receives joining bonus amount of INR 5,00,000 in the month of April 2013. Employee has joined the organization in April 2013 as well. Now, when you want to determine tax payable on this bonus amount, bonus amount is determined but the marginal tax rate is not provided. This creates inconsistency for other calculations.

CourtesySAP

................................................................................................................................

Note  Number  1963592
Topic
   ECR: EPS Wages Not Displayed for Period in Which Employee Turns 58 Years
Version   2
Validity  17.01.2014
Reason and Prerequisites   Program error
Release Status   Released for Customer
Released on   29.01.2014 07:29:27
Priority   Correction with medium priority

While generating ECR (TCode: PC00_M40_EPF) of an employee, for a period in which employee turns 58 years of age, employer pension wages are not displayed on the output. It appears Blank.

For Reference:

Employee 'X' turns 58 years of age on 2nd January 2014. Payroll for employee has been executed and employer pension wagetypes have been generated as well since there are two days till employee reaches 58 years of age. When ECR is generated for January period i.e. 10/2013, employer pension wages do not appear in the output. This is inconsistent. Since, cluster results contain values, corresponding values shall appear on ECR as well

CourtesySAP

................................................................................................................................

 

I am not able to upload the latest updates in http://scn.sap.com/docs/DOC-26054 .

Here I am modifying one of my previous document and would like to update the recent notes from now onwards.

You will get the previos notes from  http://scn.sap.com/docs/DOC-26054


SuccessFactors - Useful Resources and Documents

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This is a collection of the most useful SuccessFactors resources: documents, blogs, reports, and videos. This includes links that will cover an introduction to SuccessFactors, the acquisition by SAP, SAP's strategy, the SuccessFactors HCM suite, integration, and other related documents and resources. It is also recommended to join the SAP and SuccessFactors group on LinkedIn or on Google Plus, as this is the leading community for the latest and greatest information on SuccessFactors.

 

Overview

SAPexperts in-depth Special Report: SAP and SuccessFactors - An Overview (SAPexperts)

SuccessFactors with SAP ERP HCM - SAP PRESS Bookstore (SAP PRESS)

SuccessFactors Terminology and Abbreviations

The Best Security for Your Cloud Part 3: How We Address Data Security in Europe and Canada

SuccessFactors Cloud Architecture

 

Market, Customer, and Consultant-related

How to Transition from an SAP HCM to a SuccessFactors Consultant

SuccessFactors Training and Certification FAQ

SuccessFactors and SAP HCM consulting: The Wild West of 2013

The Future of SAP HCM and SuccessFactors Consulting - 2013 : CloudAve (Cloud Avenue)

Future of SAP HCM (SAP HCM Insights Podcast)

The state of Talent Management in SAP HCM & Impact of SuccessFactors - With Thomas Otter (SAP HCM Insights Podcast)

SuccessFactors, The Future of SAP HCM Consulting, Project Execution, Training & more! (SAP HCM Insights Podcast)

Cloud: When & Why Whitepaper (SuccessFactors)

Business Execution for Dummies (SuccessFactors)

SAP Forum: Life after Lars (diginomica.com)

How Siemens took its HR IT into the cloud (ZD Net)

Impact of DevOps and Cloud on SAP and ERP System Administrators (YouTube)

How significant is SAP’s on-premise and Cloud licensing swap announcement?

Magic Quadrant for Talent Management Suites 2013 (Gartner)

New IDC MarketScapes Show Client Satisfaction Is On The Rise In Worldwide Integrated Talent Management Market (IDC)

SuccessConnect 2013: Wrap-up and 5 Key Takeaways

SuccessFactors Talent Management Seminar 2013 Wrap Up (Jeremy Masters)

SAP and China Telecom Expand Strategic Partnership to Provide SAP Cloud Portfolio to Customers and Partners in Chin… (SuccessFactors)

Charting Your Course in 2014: SAP HR and SuccessFactors [podcast] (SAP Insider)

Journal on Product Design and Development (Prashanth Padmanabhan blog)

Stages In The Decision Making Phase Of Your Journey To The Cloud (Prashanth Padmanabhan blog)

Improving Customer Service Experience at SuccessFactors with new Cloud-based Support Portal


Solutions: Employee Central

Employee Central handbooks from SAP [s-user required]

SuccessFactors Employee Central - list of countries with Localizations

SuccessFactors Employee Central - list of languages

What’s New in SuccessFactors 1302 release for Employee Central, Platform and Admin Tools

SuccessFactors Employee Central – Time Off and other new features in the 1308 release

SuccessFactors November Release: Employee Central

Implementing SuccessFactors Employee Central with a SAP background

SAP HANA Cloud Platform: Turbocharge SuccessFactors Applications (YouTube)

Eat like never before: SAP Networking Lunch

Manage Mass Changes in SuccessFactors Employee Central [registration required] (SAPexperts)

My Thoughts on SuccessFactors Employee Central

Employee Central Is Not A User Interface for SAP ERP HCM OnPremise (Prashanth Padmanabhan blog)

SuccessFactors Employee Central Time Off - Made for You! - YouTube (YouTube)

Time Off in SuccessFactors Employee Central: demonstration

Enhancing SuccessFactors Employee Central v12 Home Page - to HCP or not?

Here’s to 2013 and Employee Central !!!

How to Configure and Manage Workflows in SuccessFactors Employee Central [registration required] (SAPexperts)

Part 3: SuccessFactors Employee Central - What is the integration roadmap & FAQ's

Looking back 12 months at SuccessFactors Employee Central and the February 2014 (1402) release

 

Solutions: Employee Central Payroll

Employee Central handbooks from SAP [s-user required]

SuccessFactors Employee Central Payroll - list of supported countries

New SAP and SuccessFactors Cloud Payroll Offering

EPI-USE Announces Its SAP-Qualified EPI-USE U.S./U.K./Australia Payroll Rapid-Deployment Solutions for SuccessFactors Employee Central Payroll (SuccessFactors)

 

Solutions: Talent and Analytics

Employee Onboarding: Taking a Fresh Approach to Employee Engagement and Retention (SuccessFactors)

Calibrate Employee Performance Through SuccessFactors [registration required] (SAPexperts)

Comparison Between SAP ERP HCM E-Recruiting and SuccessFactors Recruiting [registration required] (SAPexperts)

SuccessFactors Workforce Analytics or SAP Business Intelligence for Human Resources?

SuccessFactors August Release: Faster, easier adoption of the latest innovations

SuccessFactors Salary Budgeting based on the Custom Fields

What I Like about SuccessFactors b1311 - Recruiting Management

SuccessFactors Release Management: Four Tips from Talisman Energy

SuccessFactors November Release: Reporting and Analytics

SuccessFactors November Release: Empowering Managers to Build Robust Bench Strength 

SuccessFactors November Release: Onboarding - New Hires On The Go

SAP and SuccessFactors Launch Presentations for Dynamic Talent Reviews (SAP News)

Introducing SuccessFactors Presentations (YouTube)

SuccessFactors Compensation in 1402, short retrospective, tips and tricks, and road ahead


Solutions: Learning

SuccessFactors LMS vs SAP LSO – Some observations (NTT Data Solutions)

SuccessFactors LMS: Power in Assignment Profiles

Configuring And/Or Prerequisites in SuccessFactors Learning

SAP Education Takes Learning to the Cloud (SuccessFactors)

SAP Learning Hub (YouTube)

SuccessFactors Learning - iContent Overview (YouTube)


Solutions: SAP Jam

SAP Jam - Useful Resources and Documents

 

Technical, data model, and configuration

Mapping SAP OM objects to SuccessFactors For a Hybrid Model

SuccessFactors: The X Factor of Data Models

Employee Central Entities and Interfacing

Extending SuccessFactors with the Metadata Framework

Rules and Picklists in the SuccessFactors Metadata Framework

Configuring SAP HCM & SuccessFactors: A Comparison

Picklists Management and Cascading Picklists in SuccessFactors [registration required] (SAPexperts)

Two Paths To Full Cloud HCM (Prashanth Padmanabhan blog)


Integration Strategy

SAP and SuccessFactors talent hybrid model: what lies ahead, plus a few small hidden jewels

SAP HCM and SuccessFactors Integration Packages: an overview

The Real Truth about SAP and SuccessFactors Integration

SAP and SuccessFactors - "Proven" Integration is Hype

Middleware Technology Options for Integrating SuccessFactors (Prashanth Padmanabhan blog)

Five critical factors to integrating SAP SuccessFactors with SAP HCM (SearchSAP)

 

Integration and Integration Packages

SAP HCM and SuccessFactors Integration Packages: an overview

Integration Add-on 1.0 for SAP HCM and SuccessFactors

Integration Add-on 1.0 for SAP HCM and SuccessFactors: Support Package 2

Integration Add-on 2.0 for SAP HCM and SuccessFactors

Integration add-on 2.0 for SAP ERP HCM and SuccessFactors BizX – SAP Help Portal Page (help.sap.com)

Integration Packages Administration Guide on SAP Service Marketplace [S-user required]

Pilot Test of the Integration add-on for SAP ERP HCM & SuccessFactors BizX

Integration Q&A: Managing employee compensation using SAP HCM and SuccessFactors

Integration Q&A: Real-World Impressions on SAP and SuccessFactors Integration Add-On’s

SAP HCM and SuccessFactors Biz X Employee Basic Data Integration RDS Demo - YouTube (YouTube)

SAP HCM and SuccessFactors Biz X Compensation Integration RDS Demo - YouTube (YouTube)

Employee Central – Employee Mini-Master Add-on Available

Dell Boomi AtomSphere for SuccessFactors (Dell Boomi)

How to integrate SuccessFactors talent data into SAP NetWeaver Business Warehouse?

SAP Jam ABAP Integration - Configuration Guide for SP Level 5

SAP Jam ABAP Integration - Configuration Guide for SP Level 6

LSO-to-SuccessFactors LMS RDS | hyperCision, Inc. [HyperCision]

PI Configuration Example (NWPI 1.0 SP2-4 & 2.0 SP0) [S-user required]

PI Configuration Example (NWPI 1.0 SP6 & 2.0 SP2) [S-user required]

Part 1: SuccessFactors Employee Central – An introduction to how SAP and SuccessFactors enable HR data to drive business processes

Part 3: SuccessFactors Employee Central - What is the integration roadmap & FAQ's

 

Tips and Tricks

Tip: Creating a single URL for logging directly into SuccessFactors BizX demo instance

Single Sign-On to SuccessFactors from SAP HCM

Single Sign-On between SAP Portal and SuccessFactors

 

Acquisition by SAP and Roadmap

Thoughts on SuccessFactors, Holiday Wish Lists for SAP HCM, and UNICEF [podcast] (SAP HCM Insights Podcast)

SAP and SuccessFactors Acquisition Q&A (Cloud Avenue)

News Analysis: SAP Buys SuccessFactors for $3.4B Signals SAP's Commitment To Cloud, HCM, and Social (Constellation Research)

SAP to Buy Into Software as a Service With SuccessFactors Deal [PDF] (Garnter)

SAP To Buy SuccessFactors: Major Shift In Talent Management Market (updated) (Bersin by Deloitte)

SAP and SuccessFactors Roadmap Analysis (Cloud Avenue)

SAP and SuccessFactors HCM Roadmap - With Amy Thistle [podcast] (SAP HCM Insights Podcast)

Recently Featured Content on SAP ERP HCM

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Featured Content 2014


Ifat Shwartz  SAP HANA Cloud Portal Partner Event - Palo Alto, March 11-13

   The SAP HANA Cloud Portal product is evolving and being "armed" with lots of new major building blocks such as document management, role-based authorizations, page templates, extension package for SuccessFactors with SAP HANA Cloud platform and more. 26 February 14

 

 

http://scn.sap.com/profile-image-display.jspa?imageID=12977&size=72Part 2: SuccessFactors Employee Central – What is unique about how SAP offers integration for SuccessFactors Employee Central?

In her second blog Heike Kolar continues the topic about the possible integration scenarios for SuccessFactors Employee Central. 20 February 14

 


http://scn.sap.com/profile-image-display.jspa?imageID=38115&size=72

Social Media Learning Model

Edward Cohen points out in his blog that for a successfull social media learning model we need to consider five important steps: What do I need to learn? Where is the material? Validating the learner; Recruiting and Succession Planning; Process and Tools as our industry goes from manufacturing individuals with certain capabilities to one where we guide individuals to achieve certain goals and fill jobs.

In his second blog he lists the main elements of a good training. 27 and 28January 14

 

 

 

http://scn.sap.com/profile-image-display.jspa?imageID=28481&size=72The Best Security for Your Cloud Part 3: How We Address Data Security in Europe and Canada

SuccessFactors takes great strides to ensure security and data privacy for all our customers, no matter where they are located or do business. This blog from Vinod Choudhary will address the specific regulations that apply to both the European Union and Canada, and how SuccessFactors not only follows these regulations, but more often than not, go beyond them. 18 January 14

 

 

 

http://scn.sap.com/profile-image-display.jspa?imageID=32247&size=72Time Off in SuccessFactors Employee Central: demonstration

The Time Off functionality in SuccessFactors Employee Central is simple and easy to use. It is not a full time management solution, but for managing vacation and leave of absences it provides enough basic functionality to support the process sufficiently. Get further information about this functionality in the blog from Luke Marson8 January 14

 

 

To Train, and How to Train: That is the Question

Edward Cohen explains in his blog how to do trainings using mobile content and what sort of mistakes you should avoid. According to his thinking, mobile doesn’t actually replace traditional e-learning, but solves a legitimate problem of how to get people information when they unable access a computer. 6 January 14

 


http://scn.sap.com/profile-image-display.jspa?imageID=32586&size=72Here’s to 2013 and Employee Central !!!

Eva Woo describes in her blog a day in her life with Employee Central and lists her personal impressions she had from 2013, like good customer stories about Employee Central and the special competencies of SuccessFactors/SAP people.  2 January 14

PCR - Subtracting a Constant Value from a Wage type

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PCR's - Subtracting Constant Value from Wage Type

 

For the purposes of this example, we have a wage type /194.  When the payroll runs, we want to subtract from this value, a cash amount.  The cash amount is stored in the payroll constants table T511K with the key of ZCASH

 

The first task is to work through your Schemas in PE01, to decide where you should call the PCR.  This is not an easy task, but try to think about when the wage type will contain a value that you want to manipulate.

 

Often you will want to do this just before, or after partial period factors have been calculated, which would be before or after schema xAL0 (e.g. GAL0 for UK).

 

Once you have found where to put your call to the PCR, open up another session and create the PCR like so:

 

Note, this example is shown using the original ‘table’ method of editing PCR’s which is often easier to work with.  So, to follow this example, ensure you are using table display.  To turn table display on/off from PE02, go to the top menu, and click on table display.

 

 

now on with the example……

 

Go to transaction PE02, create a PCR starting with Y or Usually Z.

 

 

Here for this example, we do not enter the ES grouping and wage type, simply click the <create> button.

 

On the following screen, enter a description and enter C for the program class = Payroll, then click <save>.

 

Go back to the front screen, and enter the wage type number you want the PCR to run for.  In this example, we are entering * for the ES grouping which means this part of the PCR runs, irrespective of the ES grouping for PCR’s.

 

 

Here we enter as shown and click <change> even though it does not exist yet.   This displays the following screen:

 

 

This is a blank PCR !

 

Now lets consider what we need the PCR to do: when it’s called, the input table of wage types (IT) will have a value in the amount of wage type /194.  We want to subtract from this, the amount stored in T511K with code ZPEND.

 

The simple PCR to do this looks like so:



 


 

 

When you’ve entered this, click <save> and check the syntax by pressing . 

 

The PCR explained:

 

The commands entered all have to start under the + on the top line.

 

We see the first command is AMT-KZCASH. This is quite simple, it means subtract from the amount of this wage type (AMT-) the value of the constant ZCASH in table T511K (KZCASH).  This performs the calculation we want and is almost complete.

 

One important thing to realise about PCR’s is that when a PCR is called for a wage type, the values contained are LOST unless you specifically pass them back to the IT.  So, this is the command ADDWT *. Which adds the wage type back to the IT.

 

Calling the PCR from a Schema

 

That’s the PCR created, all that remains is to change the schema to call the PCR.  Go to PE01 and edit your main payroll schema, clicking through into sub-schemas until you find the appropriate place to call your PCR.  Bear in mind things like, should it call before partial period factors?, before or after gross to net etc.  In this example, we have called it just after partial period factoring in our copy of schema GAL0.

 

 

 

You can see line 150 is where we have called the PCR. 

 

PIT passes the IT table of wage types, YA01 is the name of the PCR.

 

NOAB means call irrespective of the ES Grouping for PCR’s. 

 

The 3rd column sometimes contains GEN which calls the PCR irrespective of the wage type.  By leaving it blank we call the PCR with the wage type number assigned.

 

All that remains now is to run the payroll with the log on, and check it works properly.

HCMPAY_65- Certification sample questions

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  • What integration to activate in T77S0 for 3rd party remittance
  •  When do you use GCY or PCY in a rule
  •  What rule and processing class carries out the cumulation and storage of time wage types
  •  What is RPDLGA20 used for
  •  What is RPDASC00 used for
  •  Some employees were not processed during payroll run but no error message was generated. What do you check
  •  Payroll results are written in which HR cluster
  •  What operations to use to cumulate wage types with different period indicators
  •  What to add in Parameter 2 of a schema to call a personnel calculation rule irrespective of the wage/salary type
  •  What is required to define specific payroll periods with start and end dates
  •  What operation is used to check if evaluation basis exist in T512W
  •  What payroll result table to check to confirm if an employee data has been posted in Finance
  •  When does split occurs
  •  What feature defaults wage types in IT0008
  •  Customer complains that absences are not deducting from quotas. What to check?
  •  What to check if during payroll run the correct wage type and the number of hours were generated, but the pay amount is zero.
  •  You
  •  What partial period parameters from PARTT table represents planned working time from the work schedule in working days
  •  What is the purpose of processing class 06 in schema XLR0?
  •  Your customer pays overtime to hourly employees. For the first three hours of overtime, an employee receives a 50% premium. For any hours beyond this, the premium increases to 100%. What do you include in the wage type selection configuration?
  •  You want to report on payroll results using the Ad Hoc Query. Which data sources can you use directly?
  •  What is the purpose of processing class 30 (P30)
  •  What operation to use to query employee group
  •  What causes retroactive accounting
  •  What secondary wage type represents incoming wage types from previous period
  •  What function in subschema XIN0 is delivered by SAP as deactivated but needs to be activated during implementation
  •  Correct sequence of subschemas within X000 schema
  •  Function that imports HR master data
  •  What is constant GENAU used for
  •  What does error “Division by zero not performed Calculation rule Z0002****5 NUM=TSDIVP DIVID ANR RTE* BSGRD RTE” means
  •  What does several /559 in the payroll result implies
  •  What secondary wage types are generated during retroactive accounting

Sequence of Payroll Processes for UK Payroll (including RTI)

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This is a quick and ready document, just to get the hang of this document creation process on SCN.If this actually helps somebody, that is an added bonus. I will consider editing and expanding on it at a future date.

 

 

This gives a brief guide to closing down payroll for a UK Payroll area. For simplicity, it is assumed to be a Monthly paid Payroll area. This covers the period for Payroll Closedown - That is to say, it is assumed that all payroll related data for this period has already been entered, payroll has been run a few times, results checked, errors corrected and so on. Therefore all that remains is to carry out final simulations and close down the payroll.

 

This is not intended to be a detailed guide on the various transactions involved. It is assumed that the reader is familiar with the payroll process.

 

1) Release Payroll

 

Transaction - PA03.

 

Set the Payroll Area to "Released for Payroll"

 

2) Run Payroll

 

Transaction - PC00_M08_CALC

 

Execute Payroll and ensure that there are no rejections. By this stage, there should be no rejections as all errors would have been identified and addressed before arriving at this point.

 

3) Simulate Posting

 

Transaction - PC00_M99_CIPE

 

Ensure that the Payroll Posting program does not end up with any rejections, and also does not create any incorrect documents. Posting errors are usually hard to correct after exiting the Payroll, and hence it is imperative that we identify any potential posting errors at this stage. This would allows us to re-run payroll if required.

 

 

4) Simulate Pre - DME

 

Transaction - PC00_M08_CDTA.

 

This is a quick check to ensure that the Pre-DME is error free. It gives an opportunity to reconcile the number of people processed in payroll and the number of payments made. There should not be any errors, or transfers that were not performed.

 

The only "error" that is acceptable is "F11 No transfer data for personnel number xxxxxxxx". This signifies that the employee has been processed in payroll, but does not have any Net pay.

 

5) Simulate FPS - RTI Submission

 

Transaction Code - PC00_M08_RTI_FPS

 

It is very important to simulate this transaction before exiting payroll. Errors in FPS submission usually require the re-running of payroll to rectify them, and therefore it is essential to carry out an error free simulation before Payroll has been exited.

 

Execute first, with only the ALV option selected. On the output screen ensure there are no rejections. Go to Extras> Error list on the menu bar and verify there are no business errors.

 

Now, execute again with the "Test in Live" option and both ALV and XML selected. Again verify there are no rejections, and the Extras >Error List and Extras>XML errors, do not show any.

 

Click on the B2A manager, highlight the line and then select the " Execute" button. The screen should show a succesful confirmation.

 

Important Note - There are occasions where SAP comes back with an ambiguous message, such as "Waiting, Poll Again". In this case, it is always worthwhile, to call up the HMRC help line and confirm that the Test in Live file has been received successfully, before proceeding with the rest of the payroll process.It would be dangerous to assume that the submission has been trouble free, although, in the majority of cases, it is simply a delay in communication from the HMRC gateway back to the SAP system.

 

 

If the above simulations are successful, Great!, you are now ready to Exit the Payroll.

 

6) Exit Payroll

 

Transaction - PA03

 

Set the Set the Payroll Area to "Exit Payroll", taking care to look out for any warning messages which warn about incorrect or locked personnel numbers still existing in the payroll area.

 

 

7) Live Pre-DME

 

Transaction - PC00_M08_CDTA

 

Execute the transaction in live mode, and make a note of the parameter id generated.

 

 

8) Generate the BACS file

 

Transaction PC00_M99_FPAYM

 

Use the parameter ID and date generated in the previous step to generate the BACS file. All organizations are likely to have their own individual governance process around this step. It is normal to run a Cash Breakdown report or a Wagetype Reporter to reconcile the BACS amounts with the payments generated in Payroll.

 

 

9) Generate Payslips.

 

Transaction - PC00_M08_HRF

 

This is the transaction used by organizations that utilise a HRFORMS payslip. However there are other methods available, and it is also possible that a custom transaction is used by certain companies for their payslips.

 

 

10) Live FPS - RTI Submission

 

Transaction - PC00_M08_RTI_FPS

 

If you have come this far, you will not expect to see any rejections at this stage.

 

On the output screen, select the B2A manager, and submit the FPS.

 

Again, it is normal to get a succesful confirmation message from the HMRC gateway that says "OK, Final Confirmation by IR". if the message received is ambiguous, it is recommended to contact HMRC and verify that the submission has been received by them error free.

 

It is worthwhile to download the FPS report and save it in excel for future reference, as this is not saved or available once the following month has been run.

 

10a) Employer Payment Submission

 

Transaction - PC00_M08_RTI_EPS

 

This is the YTD submission that must be made every month.

 

The values populated in this report can be extracted by running a Wagetype Reporter - ensure that the values are cumulative Year - to - Date values.

 

This report has a Test in Live option, but in this case there is very little added value to use this. Submit via the B2A manager to HMRC and ensure a successful confirmation is received.

 

 

11) Live Posting to Finance

Transaction - PC00_M99_CIPE

 

Finally we are in a position to post payroll results to accounting, and close down yet another payroll process. As our simulations have been successful, we will expect to see an error free live posting to accounting.

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