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SAP Campbell Time & Attendance™ - Communicate Virtually Anything PDF

269 Pages·2007·3.39 MB·English
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SAP Campbell Time & Attendance™ Version 6.1.6 User’s Guide Copyright© 2007 by SAP AG. All rights reserved. This is the SAP Campbell Time & Attendance User’s Guide. SAP AG furnishes this document and the software it describes, SAP Campbell Time & Attendance™ version 6.1.6, under license. Use or copying of any portion of this material must be in accordance with the license. Except as permitted by the license, reproduction, storage in a retrieval system, or transmission in any form without the expressed, prior written permission of SAP AG is prohibited. SAP AG provides the information in this document for informational use only. It is subject to change without notice. SAP AG assumes no responsibility or liability for inaccuracies, errors or omissions in this document. SAP, R/3, StaffWorks, Time & Attendance, Parameter Manager and Business Warehouse are trademarks or registered trademarks of SAP AG. Microsoft, Windows, Windows NT, Windows XP, Internet Explorer, Microsoft Transaction Server, and Internet Information Server are registered trademarks and SQL Server is a trademark of Microsoft Corporation. Document Number: TAWUG0405 1 Contents and Figures Contents 1 Welcome to SAP Campbell Time & Attendance 1 What is SAP Campbell Time & Attendance?........................................................2 How Will SAP Campbell Time & Attendance Benefit My Organization?...............3 How Does SAP Campbell Time & Attendance Fit Within My Processing Environment?.......................................................................................................5 What Are the SAP Campbell Time & Attendance Key Features?.........................7 About This Guide..................................................................................................8 How This Guide is Organized...............................................................................8 Before You Begin.................................................................................................9 Typographical Conventions..................................................................................9 Menu Selection Instructions..................................................................................9 Procedures...........................................................................................................9 Notes....................................................................................................................9 Sample Screens.................................................................................................10 2 The Basics 11 Running SAP Campbell Time & Attendance ......................................................12 Logging In...........................................................................................................13 The SAP Campbell Time & Attendance Main Window.......................................15 Time & Attendance Processing Overview ..........................................................17 Help....................................................................................................................18 SAP Campbell Time & Attendance User’s Guide Tool Tip Help.......................................................................................................18 On Line Help.......................................................................................................19 3 Up and Running 21 The Menu Bar.....................................................................................................22 File Menu............................................................................................................24 Edit Menu............................................................................................................27 View Menu..........................................................................................................29 Find Menu...........................................................................................................31 Filter Menu..........................................................................................................33 Options Menu......................................................................................................34 Help Menu...........................................................................................................35 Data Toolbar.......................................................................................................36 Employee Information Area.................................................................................37 Selecting Employees using the Data Buttons......................................................38 Selecting Employees using the Find Menu.........................................................39 Selecting Employees using the Employee Name Dropdown Arrow....................40 Punch Attributes Area.........................................................................................41 Operations Toolbar .............................................................................................42 Punch/Schedule Area .........................................................................................44 Totals Area..........................................................................................................46 Display Preliminary / Updated Totals..................................................................48 Importing Employee Information from StaffWorks...............................................50 SAP Campbell Time & Attendance Auto Save and Log Off................................53 Activity Definition.................................................................................................53 Configuring Auto Save and Log Off.....................................................................53 4 Working with Security 55 Logging In...........................................................................................................56 Adding Users.......................................................................................................57 Security and the Audit Trail.................................................................................62 Security and Clocks ............................................................................................63 Page ii Contents and Figures 5 Working with Punches 65 Punch Overview.................................................................................................66 Punching In and Out...........................................................................................67 Punch Types.......................................................................................................68 Punch Icons........................................................................................................69 Job Codes..........................................................................................................70 Changing Punch Types......................................................................................71 Editing Punches..................................................................................................73 Inserting Punches...............................................................................................74 An Example of Inserting a Punch.......................................................................75 Deleting Punches...............................................................................................77 Employee Status................................................................................................78 Changing Employee ID or Social Security Numbers..........................................80 6 Processing Exceptions 81 Punches and Exception Processing...................................................................82 Introduction to Exceptions..................................................................................83 Tools for Working with Exceptions......................................................................84 Defining Exceptions............................................................................................85 Viewing Employees with Exceptions ..................................................................86 Reviewing and Correcting Exceptions................................................................89 Changing Punch Information..............................................................................90 Approving Exceptions.........................................................................................91 Deleting Exception Approvals.............................................................................93 7 Working with Filters 95 Filter Menu Selections........................................................................................96 Choosing Filters..................................................................................................98 Filter Mode........................................................................................................103 Reapplying Filters in Filter Mode......................................................................104 Using the Employees / Employee Groups Filter...............................................105 Page iii SAP Campbell Time & Attendance User’s Guide Selecting Employees by Name.........................................................................105 Selecting Employees by Employee Group........................................................106 Selecting Employees with no Employee Group.................................................107 Selecting Employees by Primary Job or Department........................................108 Selecting Employees with no Primary Job........................................................110 Using the Bins Filter..........................................................................................111 Filtering Bins by Employee Groups...................................................................111 Filtering Bins by Primary Job.............................................................................112 Filtering Bins Example – Filtering Overtime......................................................114 Filtering based on Worked Jobs........................................................................116 Filtering Job Worked by Primary Job ................................................................117 An Example of Filtering Worked Jobs...............................................................119 Filtering Exceptions...........................................................................................122 Filters and Payroll Processing...........................................................................124 Removing a Filter..............................................................................................125 Reapplying a Filter............................................................................................126 Using Filters - An Example (Exceptions Stopping Payroll)................................127 Creating Reports in Filter Mode........................................................................132 8 Adding and Reviewing Benefits and Adjustments 133 Benefits and Adjustments Overview..................................................................134 Adding a Benefit or Adjustment.........................................................................135 Modifying or Deleting Benefits or Adjustments..................................................141 Daily and Weekly Limits....................................................................................143 Benefits Accrual Validation................................................................................145 Warning....................................................................................................................145 Blocked.....................................................................................................................146 9 Payroll Processing 149 Running Payroll Processing..............................................................................150 Payroll Processing using SAP Payroll and SAP Time Management.......................154 Payroll Processing Errors..................................................................................155 Payroll Mode.....................................................................................................156 Page iv Contents and Figures Clearing Exceptions in Payroll Mode................................................................158 Canceling Payroll Processing...........................................................................160 10 Viewing and Printing Reports 163 SAP Campbell Time & Attendance Standard Reports......................................164 Running Reports...............................................................................................165 Viewing Reports...............................................................................................168 The Processing Bar...................................................................................................169 Printing Reports................................................................................................171 11 Communicating with Clocks 173 What are Clock Communications?...................................................................174 Managing Clock Communications....................................................................175 Upload Punches...............................................................................................178 Calibrate Clock.................................................................................................179 Download Schedules........................................................................................180 Download Employees.......................................................................................181 Download Settings............................................................................................181 Download Program-DLP...................................................................................182 12 Using SAP Campbell Time Tracker 183 The Basics........................................................................................................184 Punching In.......................................................................................................185 Punching In Using SAP Campbell Time Tracker..............................................186 The SAP Campbell Time Tracker Display........................................................189 Types of Punches.............................................................................................190 Punching Out....................................................................................................191 Unrecognized Employees.................................................................................192 Adding an Unrecognized Employee to SAP Campbell Time Tracker...............193 13 Using iTime Clock 197 Page v SAP Campbell Time & Attendance User’s Guide The Basics........................................................................................................198 Types of Punches .............................................................................................199 Punching with iTime Clock................................................................................201 Unrecognized Employees.................................................................................205 Adding an Unrecognized Employee to iTime Clock ..........................................205 Viewing Punches and Schedules......................................................................207 Viewing Punches...............................................................................................207 Viewing Schedules............................................................................................207 Considerations in the Punches and Schedules Views ......................................208 Error Conditions................................................................................................209 Punch Restrictions............................................................................................210 Performing a Manager Override........................................................................211 iTime Clock Manager Override Administrator....................................................213 First Log In to iTime Clock Manager Override Administrator.............................213 Adding a Manager Profile..................................................................................216 Deleting a Manager Profile................................................................................219 Modifying a Manager Profile..............................................................................220 A Time & Attendance Procedure Checklists 223 Daily Tasks........................................................................................................224 Weekly Tasks....................................................................................................225 B Sample SAP Campbell Time & Attendance Reports 227 Approaching Overtime Report...........................................................................228 Associate Time Sheet.......................................................................................229 Audit Report......................................................................................................230 Employee Listing Report...................................................................................231 Hourly Time Sheet – By Employee ...................................................................232 Hourly Time Sheet – By Job..............................................................................233 Payroll Summary Report...................................................................................234 Punch Compliance Report................................................................................235 Salary Time Sheet – By Employee....................................................................236 Page vi Contents and Figures Salary Time Sheet – By Job.............................................................................237 C Glossary 239 D Index 247 ? How’d We Do? 253 Page vii SAP Campbell Time & Attendance User’s Guide Figures Figure 1. SAP Campbell Time & Attendance Processing Environment..........................................5 Figure 2. SAP products in the Start menu......................................................................................12 Figure 3. SAP Campbell Security Login Prompt Window............................................................13 Figure 4. Unknown User Login Error Message.............................................................................13 Figure 5. Incorrect Password Login Message................................................................................14 Figure 6. Time & Attendance Splash Screen.................................................................................14 Figure 7. SAP Campbell Time & Attendance Main Window........................................................15 Figure 8. Tool Tip Help.................................................................................................................18 Figure 9. On-Line Help Screen......................................................................................................19 Figure 10. The SAP Campbell Time & Attendance Menu Bar.....................................................22 Figure 11. File Pull Down Menu...................................................................................................24 Figure 12. Edit Pull Down Menu...................................................................................................27 Figure 13. View Pull Down Menu.................................................................................................29 Figure 14. Find Pull-Down Menu..................................................................................................31 Figure 15. Filter Pull-Down Menu.................................................................................................33 Figure 16. Options Pull-Down Menu.............................................................................................34 Figure 17. Help Pull-Down Menu..................................................................................................35 Figure 18. Employee Information Area.........................................................................................37 Figure 19. Data Buttons To Move Between Employees................................................................38 Figure 20. Find Menu....................................................................................................................39 Figure 21. Employee Name List Dropdown Arrow.......................................................................40 Figure 22. Employee List...............................................................................................................40 Figure 23. Punch Attributes Area..................................................................................................41 Figure 24. Punch/Schedule Area with Punches Displayed............................................................44 Figure 25. Punch/Schedule Area with Schedules Displayed.........................................................45 Figure 26. Totals Area...................................................................................................................46 Figure 27. Totals Area in Premium View......................................................................................47 Figure 28. Main Window with Preliminary Totals........................................................................48 Figure 29. Main Window with Updated Totals.............................................................................49 Figure 30. Possible Errors from Importing Employee Information...............................................50 Figure 31. ta.ini Log Off Period.............................................................................................53 Figure 32. Time & Attendance Inactivity Save and Log Off.........................................................54 Figure 33. Security Login Prompt..................................................................................................56 Figure 34. Enter your administration level Dialog Box.................................................................57 Figure 35. Choose Application Dialog Box...................................................................................58 Figure 36. Users for 'Time and Attendance' Dialog Box...............................................................58 Figure 37. User Edit Window........................................................................................................59 Figure 38. Audit Trail....................................................................................................................62 Page viii

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software it describes, SAP Campbell Time & Attendance™ version 6.1.6, under license. Use or copying of any 1 Welcome to SAP Campbell Time & Attendance 1
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