PA Document

Implementation of SAP HCM
Configuration Document

(HCM- Personnel Management)
Version: 1.0
Date: 08.10.2016
Confidential and Proprietary

Australia New Zealand Bank.

Document amendment details

Version Effective
Numbe Date
r
1.0
Description of Change
Prepared/
Modified By
08.10.2016 Configuration of Personnel

Administration Module
Rashmi Das
Reviewed
By
Approve
d By
Meenakshi
Sinha
Priyanka
Verma
Document Distribution
This document will be directly distributed to the following individuals.
Sr.
No.
1
2
3
4
5
6
7
8
Name of the individual
Role
Priyanka Verma
Meenakshi Sinha
Rashmi Das
Promita Paul
Shakunt Yadav
Biswajit Biswas
Indrasena.Reddy.Ummadi
Sachin Kharde/ Praveen Dhokane
Head of Application-ITP
Senior Manager
Project Manager
Team Member (ABAP Consultant)
Team Member (Jr. Functional Consultant)
Team Member (BASIS Consultant)
Team Member (ABAP Consultant)
Quality Audit
Master files are stored electronically. Printed copies of the master files are for reference

only
Sr.No.
1
1.1
1.2
1.3
1.4
2
2.1
2.2
2.3
3
3.1
3.2
3.3
4
4.1
4.2
5
5.1
5.2
5.3
6
6.1
6.2
6.3
7
7.1
7.2
7.3
8
8.1
8.2
8.3
9
9.1
9.2
9.3
10
10.1
10.2
Table of Content
Introduction
Purpose
Scope
Definitions, acronyms and abbreviations
References
Configuration Summary
Enterprise Structure
General Description
Purpose
Define Company Code
General Description
Purpose
Company Codes for CLIENT
Maintain Personnel Areas
Purpose
Maintain Personnel area for CLIENT
Maintain Personnel Sub-Areas
General Description
Purpose
Maintain Personnel Sub-Area for CLIENT
Maintain Employee Group
General Description
Purpose
Maintain Employee Group for CLIENT
Maintain Employee Sub-Group
General Description
Purpose
Maintain Employee Sub-Group for CLIENT
Assignment of Personnel area to Company Code
General Description
Purpose
Assignment of Personnel Area to Company Code for CLIENT
Assigning of Employee sub group to Employee group
General Description
Purpose
Assignment of Employee Sub-Group to Employee Group for CLIENT
Create forms of Address
General Description
Purpose
Page No.
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5
5
6
6
6
7
7
7
7
7
7
8
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11
11
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17
21
21
21
21
23
23
23
23
25
25
25
26
28
28
28
28
31
31
31

10.3
10.4
11
11.1
11.2
11.3
12
12.1
12.2
12.3
13
13.1
14
14.1
14.2
14.3
15
15.1
15.2
15.3
16
16.1
16.2
16.3
17
17.1
17.2
17.3
18
18.1
18.2
18.3
19
20
21
21.2
21.3
21.4
22
22.1
22.3
22.4
23
Create forms of Address for CLIENT

Create Marital Status for CLIENT
Create Religious Denomination
General Description
Purpose
Create Religious Denomination for CLIENT
Create Address Types
General Description
Purpose
Create Address Types for CLIENT
Bank Details
Create Bank Connection Types
Maintain Communication Types
General Description
Purpose
Maintain Communication Types for CLIENT
Internal Medical Services
General Description
Purpose
Maintain Examinations Types for CLIENT
Identification
General Description
Purpose
Maintain employees types of identifications for CLIENT
Custom Enhancements Objects on Loan
General Description
Purpose
Define Custom Enhancements for IT 0040 (Objects on Loan) for CLIENT
Employee Qualifications
General Description
Purpose
Maintain employees qualifications for CLIENT
Create educational Certificates
Work contracts from Other employers
Infotype Menu
General Description
Purpose
Infotype Menu for CLIENT
Determine Choice of Infotype Menu
General Description
Purpose
Determine choice of Infotype Menu for CLIENT
Personnel Action Types
31
32
34
34
34
34
37
37
37
37
39
39
40
40
40
41
42
42
42
42
44
44
44
44
46
46
47
47
48
48
48
48
50
52
53
53
53
54
63
63
64
64
66

24
25
25.1
25.2
25.3
Infotypes of the info group

Set up Personnel Actions
General Description
Purpose
Set up Personnel Actions for CLIENT
68
86
86
86
87
Introduction
1.1 Purpose
In times of increasing decentralization and the globalization of markets, an efficient
and transparent administration for personnel data is a decisive advantage. You can
manage all modern personnel administration tasks with this application
component. Personnel Administration relieves you from the daily administrative
routine activities which are costly and time consuming, while simultaneously
supporting you in demanding planning activities.
1.2 Scope
Advantage of this application component - especially for international corporations - is the
various country specific versions which are created in accordance with the respective
country specific features. By using country specific versions, you can set up Personnel
Administration as a standard personnel administration system in different countries.The
scope of the project is restricted currently only to SAP HCM Modules like Organization
Management and Personnel Management which later on may extended to Time
Management, Payroll and Employee Self-Service and Manager Self Service. The SAP
HCM Roll out project will develop and deploy a new Human Capital Management System
which will provide a centralized repository for Employees HR Master Data at various
Levels. The HR Master Data will be updated by the Human Resource Team using the SAP
HCM System. Current Scope is restricted only to Volkswagen Finance Private Limited,
INDIA (of employees) and will be later on extended to other countries.
The HCM system will not able to provide a facility to integrate with FI (Finance) System
(Cost Centers and Bank Account) because of VWFPL Group connectivity not possible.
This functionality can be achieved by doing separately configuration of FI (cost centres and

Bank Account) Module in SAP HCM System attaching such files (cost centres and account
numbers) to the employee master record using existing SAP functionality.
1.3 Definitions, acronyms and abbreviations
Abbreviation
SAP
HCM
PD
VWFPL
HR
FI
OM
BPD
PA
Description
System and Application Product in Data Processing
Human Capital Management
Personnel Development
Volkswagen Finance Private Limited
Human Resources
Finance
Organisation Management
Business Process Document
Personnel Administration
1.4 References
Sr.
No.
1.
2.
Document Title
Document
No.
ANZ_Business
Blueprint
Document_HR_
V1.2
Workflows-PPT
Version
Author
1.2
Meenaksh
i
1.0
Nivedita
Released
Date
08.08.2016
08.08.2016
2. Configuration Summary:
Name of Project
SAP HCM
Name of Configuration
Personnel Management
Short Description
Configuration of Personnel administration and HR Process
Module/Business
Process
Personnel Administration
Required T. Code
SPRO
Complexity (L/M/H)
Functional Consultant
Rashmi Das

Personnel Management
The SAP Best Practices for HCM delivers a standard configuration for Personnel
Management based on the most commonly used settings for businesses operating in the
throughout globe. This provides a realistic business model to enable customers to begin
extending the customizing to meet their specific needs.
2.1 Enterprise Structure
The enterprise structure describes the way in which an enterprise is organized and consists
of the company code, personnel area and personnel subarea. Company codes are created
in FI and represent the enterprise structure from a financial accounting perspective. The
company code assigned in the enterprise structure for SAP Best Practices for HCM.
The personnel area is an organizational unit, the personnel area is sub-divided into
personnel subareas. Organizational data and guidelines as how to assign it, are
stored on a personnel area and personnel subarea level. The rules and guidelines
could be of a legal, pay scale and collective agreement, or internal nature. The
personnel area is assigned to a company code, multiple personnel areas can be
assigned to a company code but only one company code is assigned to a personnel
area. Thus, each personnel area and personnel subarea combination that is delivered
with the SAP Best Practices for HCM.
2.2 General Description
Enterprise structure is used to portray the specific Organizational structure of the business
in the SAP HCM (R/3) System.
SAP assigns employees to a part of the Enterprise structure. This is performed through
assignment to a company code, personnel area and personnel sub area. All these 3
elements are held in infotype 0001 Organisation Assignment.
2.3 Purpose
The definition of Enterprise structure is the fundamental step in a project. It is a critical factor
in how the project will be structured.
3. Define Company Code

The company code is an organizational unit used in accounting. It is used to structure the business
organization from a financial accounting perspective.
3.2 Purpose

The Enterprise Structure of CLIENT requires a creation of Company Code which will track the activities
under that particular company through a 4 letter alpha-numeric code.
3.3 Company Codes for CLIENT

The following Company Codes has been defined for CLIENT:
Configuration Details
Activity
Define Company Code
IMG Menu Path
SAP Customizing Implementation Guide (IMG) Enterprise Structure

Definition Financial Accounting Edit, Copy, Delete, Check Company
Code
Transaction Code
SPRO
Company Code
ANZ (Bangalore)
Company Code
Company Name
9393
Australia Newzealand Bank
Click on New Entry


Click on
10

4. Maintain Personnel Areas

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

The following action is done for maintaining personnel areas for CLIENT as a company:
a. To carry out the activity, choose the following navigation option.
b. Choose New Entries, enter the values and SAVE the entries.
Activity
Maintain Personnel Areas
IMG Menu Path

Definition Human Resources Personnel areas Personnel Areas
Transaction Code
SPRO
The following Personnel area has been defined for CLIENT:

COMPANY CODE
PERSONNEL AREA CODE
PERSONNEL AREA DESCRIPTION
(4 CHAR)
(4 CHAR)
(30 CHAR)
9393
8383
ANZ B
9393
8384
ANZ P
11

Click on new entries.
12

13

Click on
button.
14

15

Click on
5. Maintain Personnel Sub-Areas

A personnel sub-area is an organizational unit that represents a specific area of the company
organized according to certain aspects of personnel, time management and payroll.
16

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

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

Definition Human Resource Management Personnel Sub Areas
Create Personnel Sub Areas
Transaction Code
SPRO
The following Personnel Sub area has been defined for CLIENT:
PERS
ONNE
L
AREA
CODE
(4
CHAR)
203
204
PERSONNEL AREA
DESC
PERSONNEL
SUB AREA
CODE
PERSONNEL SUB AREA DESCRIPTION
(30 CHAR)
(4 CHAR)
(15 CHAR)
ANZ B
ANZ P
9393
Human Resource
9393
Sales Dpt.
9383
Accounts Dpt.
9383
Safety
Click on Save.
17

18

Click on Save.
6. Maintain Employee Group

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

19

The following action is done for Employee Group for CLIENT as a company:
a. To carry out the activity, choose one of the following navigation options:
b. Choose New Entries, enter the values and SAVE the entries.
c. It is recommended to use the SAP standard entries
Activity
Maintain Employee Group
IMG Menu Path

Definition Human Resource Management Employee groups
Transaction Code
SPRO
The following Employee sub group has been defined for CLIENT:
Employee Group
Employee Group Text
Contract
On roll
20

Click on Save Button.
7. Maintain Employee Sub-Group

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

The following business subtasks are provided among other things:
Specification of processing in payroll accounting
Specification of validity of primary wage types
Specification of validity of work schedules
Specification of validity of pay scale groups
Specification of validity of time quota types

The following action is done for Employee Sub-Group for CLIENT as a company:
To carry out the activity, choose the following navigation options:
Activity
Maintain Employee Sub-Group
IMG Menu Path
SAP Customizing Implementation Guide (IMG) Enterprise

StructureDefinitionHuman Resource ManagementEmployee Sub
groupsDefine Employee Sub groups
Transaction Code
SPRO
21

Employee sub group is defined at the local country level.
Employee Sub Group

1*
2*
3*
4*
Employee Sub Group Description

Chairman
Vice President
CEO
Hr Head
22

8. Assignment of Personnel area to Company Code

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

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

Assignment Human Resource Management Assignment of Personnel
Area to Company code
Transaction Code
SPRO
23

24

Assign Personal Area Code to Company Code.

Click on Save.
25

9. Assigning of Employee sub group to Employee group

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

To carry out the activity for CLIENT, choose the following navigation options:
Activity
Assignment of employee subgroup to employee group.
IMG Menu Path

AssignmentHuman Resource Management Assignment of Employee
Subgroup to Employee group
Transaction Code
SPRO
Click on Save.
10. Create forms of Address

26

In this step, you can set up forms of address for employees.

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

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

Data Personal DataCreate forms of address
Transaction Code
SPRO
SAP Standard Form of Address type

FOA key
Desc.
Long text
Gen.
+
?
Mr
Mr
Mrs
27

10.4 Create Marital Status for CLIENT

a. Choose New entries Enter the desired Marital status id, description and save the details
Activity
Create Marital Status.
IMG Menu Path

Data Personal Data Create marital status
Transaction Code
SPRO
28

The following marital statuses are available in Standard SAP.

Code
+
=
Marital Status Designations

Description
Single
Marrie
Divorc
11. Create Religious Denomination
29


In this step you create possible religious denominations for employees.
11.2 Purpose
This is to setup the religions for associating with the employees / applicants.
11.3 Create Religious Denomination for CLIENT

a. Choose New entries Enter the required Religion denomination key, Abbreviation and
Description of the Religious denomination and Save the details.
Activity
Create Religious Denomination.
IMG Menu Path

Data Personal Data Create religious denomination.
Transaction Code
SPRO
Following Standard Religious Denomination will be maintained for CLIENT.
Ke
y
55
52
53
54
Marital Status
Denomination
Abbr.
text
HIN
Hindu
MUS Muslim
SIK
SIKH
CHR
Christian
30

Click on
31

12. Create
Address Types

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

Activity
Create Address Types.
IMG Menu Path

Data Addresses Create address types.
Transaction Code
SPRO
Address Types as defined for CLIENT
Address
Subtypes
Address Types
5671
Permanent
5672
5673
Temporary
Emergency
Remarks
Main contact/ Permanent residence
address
Temporary or current address of stay
Leading contact incase or emergency
32

Click on Save.
33

13 Bank Details
13.1 Create Bank Connection Types
In this step, all applicable bank connection types are maintained. The bank connection types are defined
as subtypes of infotype 0009, Bank Details.
Activity
IMG Menu Path
Transaction Code
Maintain Communication Types.

IMG Path: Personnel ManagementPersonnel
AdministrationPersonal DataBank DetailsCreate bank
connection types
SPRO
34

14 Maintain Communication Types

In this step you define the valid communication types, which will be stored for addresses.
Examples
Employees may have a second telephone and fax machine at an address.
14.2 Purpose
This infotype enables you to record an employees various forms of communication contacts such as a
cell phone, email address, etc.
35

14.3 Maintain Communication Types for CLIENT

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

Personal Data Addresses Enter communication types
Communication Create communication types
SPRO
Communication Sub-types as defined for CLIENT

Communication types
Subtyp
e
356
Descriptions/ Text
Remark
Email id
36

15. Internal Medical Services

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

37

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

Data Internal Medical Service Specify Examination Types
Transaction Code
SPRO
38

16. Identification
In this step you define the employees identifications, which will be stored for identifications.
16.2 Purpose
This infotype enables you to record an employees various types of identifications.
16.3 Maintain employees types of identifications for CLIENT

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

Data IdentificationMaintain types of Identification
Types of Identification
IMG Menu Path
IC
Description
Transaction Code SPRO
39

6
5
6
6
PAN Card
Voter ID
40

17. Custom Enhancements Objects on Loan

41

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

and Corporate Agreements Objects on Loan Define Objects on Loan
Transaction Code
SPRO
Object on Loan
Subtype
78
Name
Laptop
42

18 Employee Qualifications
In this step you define the employees qualification, which will be stored for education.
18.2 Purpose
This infotype enables you to record an employees various types of educations.
18.3 Maintain employees qualifications for CLIENT

To carry out the activity for CLIENT, choose the following navigation options Create education
establishment types
43

In this step, possible education establishment types are maintained. In VW context, 12 different types of
education establishments have been defined.
Activity
Create education establishment types

Education
Establishment
Types
Employee
QualificationsEducation
and Training Create education
Educ. Est.
Educ.
Est.
test
Course
establishment types
Transaction
Code SSC
SPRO
76767676
IMG Menu Path
56565656
HSC
34343434
12121219
Graduate
Post Graduate
44

Click on Save .
19. Create educational Certificates

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

Employee QualificationsEducation and TrainingCreate Educational
Certificates
SPRO
Transaction Code
Examination Certificate
Certificate
Certificate text
45

34
SAP Certification
46

20. Work contracts from Other employers

In this step, possible work contracts from other employers are defined.
Activity
Work Contract for other employees
IMG Menu Path
IMG
Path:
Personnel
ManagementPersonnel
AdministrationEmployee
QualificationsOther
previous
employerWork contracts from Other employers
SPRO
Transaction Code
47

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

a. Choose menu category "I" and the infotype menu.
b. Define whether the menu is to be dependent on the user group.
c. If necessary, assign the system response for the case where the user has not maintained the
user group or where there are no entries in the menu.
d. Assign a reference user group which can be used to set up the menu, if necessary.
48

Infotypes in the infotype menu

a. Choose menu category "I" and the infotype menu.
b. Copy the infotypes into the menu for the user group.
e. Carry out the activity for CLIENT, choose one of the following navigation options
Activity
Infotype Menu.
IMG Menu Path

Customizing Procedures Infotype Menus Infotype MenuUser group
dependency on menus and info groups
Customizing Procedures Infotype Menus Infotype MenuInfotype
Menu
Transaction Code
SPRO
Menu Name
01
Master Data
Nr.
Infotype Infotype Text
01
0000
Actions
02
0001
Organizational Assignment
03
0003
Payroll Status
04
0006
Employee's Address
05
0007
Planned Working Hours
06
0008
Basic Pay
07
0009
Bank Detail
08
0021
Family Members/Dependents
09
0022
Education
49

02
03
04
Contract Data
Gross/net payroll
Net payroll
10
0023
Other/Previous Employers
11
0024
Objects on Loans
12
0185
Personal IDs
13
0041
Data Specifications
01
0016
Contract Elements
02
0032
Internal Data
03
0007
Planned Working Time
04
0005
Leave Entitlement
05
0050
Time Recording Info
01
0019
Monitoring of Task
02
0040
Objects on Loan
03
0003
Payroll Status
04
0008
Basic Pay
05
0009
Bank Details
06
0185
Personal IDs
07
0014
Recurring Payments/Deductions
08
0581
Housing (HRA/CLA/COA)
01
0003
Payroll Status
50

Click on Save Button
Click on
51

52

Click on Save.
53

Click on
54

Click on Save.
55

Click on Save.
56

Click on Save.
22. Determine Choice of Infotype Menu

This choice can be defined so that it is dependent on the user group (user parameter UGR).
If you have defined the set-/get-parameter PMN (infotype menu), the corresponding infotype menu
appears when you call the initial HR Master Data display/maintenance screen for the first time. Otherwise
the infotype menu "01" is used.
If there are no entries in the table for the user's user group, or if the user has not maintained his/her user
group, then the infotype menu choice is determined using the reference user group.
Example
57

You have defined a new infotype menu and want this to appear in the dialog box.
22.2 Purpose
In this step, you define the infotype menu choice which appears in a dialog box when Human Resources
master data is maintained and displayed, if the user chooses the pushbutton "Other menu" to change the
current infotype menu.
22.3 Determine choice of Infotype Menu for CLIENT

1.
2.
3.
4.
User group dependency of the choice of infotype menu

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

Customizing Procedures Infotype Menus Determine choice of infotype
menus User group dependency on menus and info groups
Transaction Code
SPRO
58

Click on Save.
Activity
IMG Menu Path

Customizing Procedures Infotype Menus Determine choice of infotype
menus Infotype Menus
Transaction Code
SPRO
59

Click on Save Button,
23. Personnel Action Types

In this step, possible personnel actions types are maintained for each action .
Activity
IMG Menu Path

Customizing Procedures Infotype Groups Setup personnel actions
Personnel Action Types
SPRO
Transaction Code
60

Click o Save Button.

24. Infotypes of the info group
a. Choose the info group.
b. Assign the operations, infotypes and info subtypes for the user group and the return value of the
feature IGMOD.
c. Read the field documentation for the allowed operations.
Activity
Define Infogroups.
IMG Menu Path

Customizing Procedures Actions Define InfogroupsInfogroup
Transaction Code
SPRO
Infogroups as defined for CLIENT
Action No.
01
02
34
36
72
70
75
89
40
90
91
92
Usergrou
p
40
Action Type
Hiring
Probation Extension
Confirmation
Promotion
Change Of Salary
Organizational Reassignment
Disciplinary Action
Resignation
Global Assignment
Leaving
Rehiring
Service Extension
Infogrmodi.
.
No.
1
Operation
Mode
INS
InfoTypes
0000
Info Types Description
SubType
Actions
61

40
INS
0001
40
40
40
40
40
3
4
5
6
7
INS
INS
INS
INS
INS
0006
0007
0008
0009
0016
40
INS
0021
40
INS
0022
40
10
INS
0023
40
40
40
11
12
13
INS
INS
INS
0028
0040
0041
Organizational
Assignment
Addresses
Basic Pay
Bank Details
Contract Elements
Family
Member/Dependents
Education
Other/Previous
Employers
Internal Medical Service
Objects on Loan
Date Specifications
62

63

Click on Save.
64

Usergroup
Infogrmodi..
No.
40
01
40
02
03
04
05
40
40
40
Confirmation Action
Operation
InfoTypes
Mode
COP
0000
COP
0001
COP
COP
0008
0016
Info Types
Description
Action
Organizational
Assignment
Basic Pay
Contract Elements
COP
0041
Date Specifications
SubType
65

Click on SAVE.
Usergrou
p
40
Infogrmodi.
.
No
.
01
40
40
02
03
40
04
Probation Extension Action

Operation
InfoTypes Info Types Description
Mode
COP
0000
Action
Organizational
COP
0001
Assignment
COP
0002
Personal Data
INS
0016
SubType
Contract Elements
66

67

Click on Save .
Usergrou
p
40
40
40
40
Infogrmodi.
.
No.
01
02
03
04
Organisation Reassignment Action

Operation
Mode
COP
0000
Action
Organizational
COP
0001
Assignment
COP
0002
Personal Data
COP
0016
Contract Elements
SubType
68

Click on Save.
Usergrou
p
40
40
40
40
Infogrmodi.
.
No
.
01
02
03
04
Global Assignment Action

Operation
Mode
COP
0000
Action
COP
0001
COP
0006
Addresses
COP
0105
Communication
SubType
69

Click on Save.
Usergrou
p
40
40
40
40
Infogrmodi.
.
No.
01
02
03
04
Change of Pay Action

Operation
Mode
COP
0000
Action
COP
0001
COP
0002
Personal Data
COP
0008
Basic Pay
SubType
70

Click on Save.
Usergrou
p
40
40
40
40
Infogrmodi.
.
No.
01
02
03
04
Promotion Action
Operation
Mode
COP
0000
Action
COP
0001
COP
0002
Personal Data
COP
0008
Basic Pay
SubType
71

Click on Save.
Usergrou
p
40
Infogrmodi.
.
No.
01
Resignation Action
Operation
InfoTypes
Mode
COP
0000
40
02
COP
0001
Action
Organizational
Assignment
40
03
COP
0002
Personal Data
SubType
72

Click on Save.
Usergrou
p
40
Infogrmodi
..
No
.
1
Leaving Action
Operatio InfoType
n Mode
s
LIS9
0000
40
LIS9
0001
40
40
3
4
LIS9
LIS9
0185
0041
40
LIS9
0587
40
LIS9
0591
Info Types
Description
Actions
Organizational
Assignment
Personal IDs
Date Specifications
Provident Fund
Contribution
Nominations
SubTyp
e
73

40
LIS9
0009
Bank Details
Click on Save.
74

Disciplinary Action
No.
Operation
Mode
InfoTypes
40
01
COP
0000
40
40
02
03
COP
COP
0001
0002
Usergroup
Infogrmodi..
SubType
Action
Organizational
Assignment
Personal Data
75

Click on Save.
Usergrou
p
40
Infogrmodi.
.
No.
1
Operation
Mode
INS
InfoTypes
0000
40
INS
0001
40
40
40
40
40
3
4
5
6
7
INS
INS
INS
INS
INS
0002
0006
0007
0009
0016
40
INS
0021
40
INS
0022
40
10
INS
0023
40
40
40
11
12
13
INS
INS
INS
0028
0040
0041
SubType
Actions
Organizational
Assignment
Personal Data
Addresses
Bank Details
Contract Elements
Family
Member/Dependents
Education
Other/Previous
Employers
Internal Medical Service
Objects on Loan
Date Specifications
76

Click on Save.
77

Click on Save.
Usergrou
p
40
40
40
40
40
Infogrmodi..
No.
1
2
3
4
5
Operation
Mode
COP
COP
COP
INS
INS
InfoTypes
0000
0001
0002
0016
0041
Actions
Personal Data
Contract Elements
Date Specification
SubType
78

Click on Save.
25. Set up Personnel Actions

You can use personnel actions to carry out complex personnel administration procedures. A personnel
action displays, in the correct sequence, the infotypes that have to be maintained for a specific action.
25.2 Purpose
79

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

1. If you want to use the Additional Actions infotype (0302), call up view Activate 'Additional Actions' for
all existing personnel numbers.
2. Call up the view Personnel Action Types.
3. Check the SAP sample entries.
4. Delete the entries you do not require.
5. If required, define several personnel action types.
a) Choose New entries.
b) In the Action type field, enter a number, and in the Name of action type field, enter a name for
the personnel action type.
c) In the FC field, enter the function character for the personnel action type. You can distinguish
the first entry actions from all the others. Choose the function character 1 for first entries, 7 for
first entries with data transfer from recruitment and 0 for all other personnel action types.
d) If required, define the status indicator STAT1 (customer specific). This status indicator is not
used in the standard system. You can use this indicator individually.
e) Define the status indicator STAT2 (recruitment) and STAT3 (Special payment).
f) Decide whether you require standard decision rules to define plausibility rules for the
sequence of personnel action types (check feature). Note: Never change the standard
decision rules.
g) Decide whether organizational assignment data may be changed whilst personnel actions are
being carried out. When you set the indicator P, the position field in the Actions infotype
(0000) is ready for entry. You can process the fields Personnel area, Employee group and
Employee subgroup with the indicatorsPA, EG and ES.
80

h) Assign an infotype group number to the IG field in the personnel action type. You can then
process the the individual infotypes from the selected group in the personnel action type in
the appropriate sequence. You defined the infotype groups in the " Define Infogroups" step.
i) Specify whether the date entered on the initial screen of the Actions infotype (0000) is the
start date for new infotype records or the end date for old infotype records. This is especially
important in the case of leaving actions.
j) Use the indicator U0000 to determine whether your personnel action type should create a
new record for the Actions infotype (0000).
k) Use the Country change indicator to determine whether the personnel action type is a country
change.
6. If you have activated the Additional Actions infotype (0302), determine whether your personnel action
type should be logged in the Additional Actions infotype (0302) using the U0302 indicator. Call up the
view Priority list for personnel action types.
7. Specify a priority list for the personnel actions which do not change the status, and for which you
have set the indicator to U0000.
8. In the Priority field assign sequential numbers with a maximum of two digits to each of the personnel
action types. The smaller the number, the higher the priority of the accompanying personnel action
type.
Do not define any new personnel action types if only the infotype group should be different for the
personnel administrator. To achieve this, you can define the infogroups as user group dependent.
The keys for personnel action types, which you carry out for an employee, for example, hiring,
organizational change, leaving, are stored in the infotype Actions (0000).
The existence of a personnel number is ruled out by the existence of a record in this infotype. Only one
record can exist for this infotype on the database at any one time.
When an employee has left, there is also a record in the system for the personnel action Leaving. The
most important information in this infotype is the employee's employment status: active, leave of absence,
retired, left.
Personnel actions that are only used to process several infotypes in an infogroup should not be saved in
the infotpye Actions (0000). SAP recommends that you log personnel actions of this kind automatically
using the Additional actions infotype (0302).
Notes on the creation of batch-input sessions:
If you want to carry out a batch-input for a personnel action, do not call up transaction PA40 (Actions
menu). Instead, call up transaction PA30 (infotyp menu). In the actions menu place your cursor on the line
containing the relevant action; this assumes you know the exact setup of the menu.
Proceed as follows:
1. Call up transaction PA30.
2. Choose the Actions infotype (0000).
3. Enter the personnel action type in the Type field.
4. When processing entry actions, enter the function code '=INS', for other actions, enter the function
code '=COP'.
Steps to proceed :
81

Choose - Activation 'Additional Actions', Remove the tick mark from TEST and execute, the proceed with
maintaining data in Personnel Action Types.
Carry out the activity for CLIENT, choose the following navigation options:
Activity
Set up Personnel Actions.
IMG Menu Path
IMG Personnel Management Personnel Administration Customizing

Procedures Actions Set up personnel actions Personnel Action
Types
Transaction Code
SPRO
82

Click on Save.
83

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08.10.2016 Configuration of Personnel

Name of the individual

Implementation of SAP HCM

Implementation of SAP HCM

Create forms of Address for CLIENT

Implementation of SAP HCM

Infotypes of the info group

Implementation of SAP HCM

Configuration of Personnel administration and HR Process

Implementation of SAP HCM

3. Define Company Code

Implementation of SAP HCM

3.3 Company Codes for CLIENT

Define Company Code

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise Structure

Click on New Entry

Implementation of SAP HCM

Implementation of SAP HCM

Implementation of SAP HCM

4. Maintain Personnel Areas

4.3 Maintain Personnel area for CLIENT

Maintain Personnel Areas

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise Structure

The following Personnel area has been defined for CLIENT:

PERSONNEL AREA CODE

PERSONNEL AREA DESCRIPTION

Implementation of SAP HCM

Click on new entries.

Implementation of SAP HCM

Implementation of SAP HCM

Implementation of SAP HCM

Implementation of SAP HCM

5. Maintain Personnel Sub-Areas

Implementation of SAP HCM

5.3 Maintain Personnel Sub-Area for CLIENT

Maintain Personnel Sub-Areas

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise Structure

PERSONNEL SUB AREA DESCRIPTION

Implementation of SAP HCM

Implementation of SAP HCM

6. Maintain Employee Group

6.3 Maintain Employee Group for CLIENT

Implementation of SAP HCM

Maintain Employee Group

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise Structure

Employee Group Text

Implementation of SAP HCM

Click on Save Button.

7. Maintain Employee Sub-Group

7.3 Maintain Employee Sub-Group for CLIENT

Specification of processing in payroll accounting

Specification of validity of primary wage types

Specification of validity of work schedules

Specification of validity of pay scale groups