User Manual for HCM Personal Administration

216 Pages·2016·6.54 MB·English

Project Name: IITR (Indian Institute of Technology - Roorkee)
Document
User Training Manual_IITR_HCM_Personnel Administration
Name:
Document ID: IITR_User Manual HCM_PA_ Version_1.0 Version: V1.0
HCM
Prepared by: Amol Choughule Role Date: 30.06.2016
Consultant
HCM Lead
Reviewed by: Jaisheel Dhawan Role Date: 30.06.2016
Consultant
Project
Approved by: Atul Kumar Role Date: 01.07.2016
Manager
HCM Lead
Released by: Jaisheel Dhawan Role Date: 01.07.2016
Consultant

Revision History

Sr. Versi Date of Secti Description of Reason for Change Reviewed
No. on on Change Change made by by
Revision
No. Num
ber
1 1.0 30.06.2016 NA Initial Creation Initial Creation

Reference: SAP HCM PA User Manual Page 1 of 216
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Employee Joining Event
The employee “Joining” action is use to hire an employee in IITR. This employee could be a
regular or temporary or on contract. The process flow followed for the Hiring is as depicted
below:
Joining Action – Infotype Group
IT 0000 Personnel Actions
IT 0001 Organizational assignment
IT 0002 Personal data
IT 0004 Challenge
IT 0006 Addresses
IT 0006 Addresses
IT 0007 Planned Working Time
IT 0008 Basic Pay
IT 0009 Bank Details
IT 0014 Recurring Payments/Deductions
IT 0015 Additional Payments
IT 0016 Contract Elements
IT 0019 Monitoring of Tasks
IT 0021 Family Member/Dependents
IT 0022 Education
IT 0023 Other/Previous Employers
IT 0028 Internal Medical Service
IT 0041 Date Specifications
IT 0057 Membership Fees
IT 0105 Communication
IT 0185 Personal IDs

Reference: SAP HCM PA User Manual Page 2 of 216
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Execute transaction PA40 from the SAP Easy Access home screen

Alternately you can also use the following menu path on the SAP Easy Access Screen
Human Resource  Personnel Management  Administration  HR Master Data  PA40
– Personnel Action

Reference: SAP HCM PA User Manual Page 3 of 216
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Joining Action for an Employee

In “Personnel Action” screen (PA40 screen), specify action to be done as shown in image.Input all
data required on screen are shown in the table.
Data Information M/O/C Description & Guide
Personnel no. M Personnel number of an employee.
From M Start date when employee is hired (dd.mm.yyyy).
Complex activities (for examplejoing of personnel) are executed
using an personnel action lead by the system. An action is a
Action Type M
series of infotypes (infogroup) which are set in the system and
processed consecutively.
M Select “Joining”
M
Click for executing action.

In the table M describes Mandatory fields, O describes Optional fields, C describes control fields.
Personnel will be generated Externally / Internally in the production system.
Reference: SAP HCM PA User Manual Page 4 of 216
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Create Actions (IT 0000) Info type

Reference: SAP HCM PA User Manual Page 5 of 216
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Data M/O/
Description & Guide
Information C
Reason for The action reason defines the circumstances which have initiated a
M
Action personnel action.
1. Type appropriate reason code, or
M 2. Click to open list of Reason for Action, select one appropriate
reason, then click
A personnel area is an organizational entity representing an area within
Personnel
M an enterprise defined by specific aspects of personnel administration,
Area
time management and payroll.
1. Type on relevan Personnel Area, or
M 2. Click search to open the list of Personnel Area, select
appropriate Personnel Area, then click .
The employee group is an organizational entity which is governed by
Employee
M specific personnel regulations.An employee group is divided into several
Group
employee subgroups.
1. Type on relevan Employee Group, or
M 2. Click search to open the list of Employee Group, select
appropriate Employee Group, then click .
Employee An employee subgroup is an organizational entity within an employee
M
Sub Group group which is governed by specific personnel regulations.
M Input relevant Subgroup.
O Press “Enter” to continue.
M Click for saving the action.

Reference: SAP HCM PA User Manual Page 6 of 216
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Create Organizational Assignment (0001) Infotype

Data M/O/C
Description & Guide
Information
Employee A personnel subarea is an organizational entity which represents part
Personnel of a personnel area characterized by personnel administration, time
M
Sub Area management, and payroll criteria.
M Alphanumeric code for the funds center, which you are creating,
Fund Centre
changing, or displaying, or to which you are assigning budget.
M Select Contract from the from the dropdown menu.
Contract

O Press “Enter” to continue.
M C
lick for saving the action.

Reference: SAP HCM PA User Manual Page 7 of 216
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Data M/O/C
Description & Guide
Information
Delimit Vacancy
M Start date of delimition of employee’s position (filled automatically).
On
M
Click to continue.

Reference: SAP HCM PA User Manual Page 8 of 216
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Create Personnel Data (0002) Info type

Data Information M/O/C Description & Guide
Enter the form-of-address text for the employee. The system
then assigns the relevant internal key which indicates the
employee's gender.
Title (FOA Key) M

Name M Input employee Last Name, First Name, Middle Name.
1. Type relevan gender, or
2. Click to open Gender list, select one appropriate
Gender.
Gender M

Reference: SAP HCM PA User Manual Page 9 of 216
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Data Information M/O/C Description & Guide
Birthdate M Input employee birthdate (dd.mm.yyyy).
1. Type on relevan marrital status, or
2. Click to open marrital status list, select one appropriate
status.
Mar.Status M

Input start date of employee’s marrital status (dd.mm.yyyy), if
Since C
employee is not Single.
Birthplace O Input employee birthplace.
1. Type relevan country, or
2. Click to open country list, select one appropriate
country.
Country of Birth O

1. Type relevan state, or
State M
2. Click to open State list, select one appropriate
state.
Reference: SAP HCM PA User Manual Page 10 of 216
For Internal Use Only Template V1.0  Copyright - Atos