Personnel Administration
This module allows you to Create, Maintain, Display and delete personnel information of an employee. Employee data over here is stored in ‘Infotypes’. This module is integrated with all others and modules of SAP-HR.
Infotype:
- Logical grouping of data fields
- Has name and 4 digit numbers to identify
- Some infotypes will also have subtypes which have 4 character codes.
- Infotypes are time – dependent. They have validity period.
- Green ticks next to infotypes in the SAP Easy Access Menu indicate that this “infotype” has been maintained and has source information in it.
Different sub modules in Sap- HR will have different starting numbers in the 4 digit number key of the infotype. They are given below:
Personnel Administration & Payroll – 0000 – 0999
Time Management – 2000 – 2999
Organizational Management & PD – 1000 – 1999
Recruitment – 4000 – 4100
Customer specific infotypes – 9000 – 9999
Following given is the list of few infotypes which are usually used:-
Personnel Administration
0000 – Actions
0001 – Organisation Assignment
0002 – Personal Data
0003 – Payroll Status
0006 – Addresses
0007 – Planned Working Time
0008 – Basic Pay
0009 – Bank Details
0014 – Recurring Payments and Deductions
0015 – Additional Payments
0021 – Family / Members Details
0022 – Education
0023 – Appraisals
0024 – Skills
0019 – Monitoring of Tasks
0026 – Previous Employer Details
0302 – Additional Actions
0416 – Quota Compensation
2010 – Employee Remuneration Info
0016 – Contract Elements
0040 – Objects on Loan
0041 – Data specifications
Time Management
2001 – Absences
2002 – Attendances
2003 – Subtractions
2004 – Availability
2005 – Overtime
2006 – Absence Quotas
2007 – Attendance Quotas
2013 – Quota Correction
Maintaining Infotypes:
Infotype can be maintained by using the following functions
New Records Changing Existing records
(i) CREATE (i) CHANGE
Create a new record Correct Errors
History is maintained Enter missing data in fields
No History is maintained
(ii) COPY (ii) DELIMIT
Creates a new record by copying Enter end data for the current
the existing records. record.
Start Date can be over written History is maintained
Can modify field values (iii) DELETE
History is maintained Remove infotypes from the database
No History is maintained.
Personnel Management
Personnel Administration
Basic Settings
Maintain User Parameters
In this step you can store parameters in your user master record. You will need these parameters later for the overall management of the country version that you have chosen.
- You can store the user parameters in your user master record by entering the two-digit personnel country grouping in the parameter country grouping. You can choose this country grouping from the value table (F4).
- If necessary, add additional user parameters.
- Save these entries.
If you want to set up several country versions in the one customizing project at the same time, you cannot preassign the user parameter to the country grouping. If you have already entered a parameter value, then you must delete this entry.
Personnel Management
Personnel Administration
Basic Settings
Maintain Number Range Intervals for Personnel Numbers
In this step, you define the number range(s) for personnel number assignment.
You have two basic options:
- Internal number assignment
In this case, the SAP System assigns the personnel numbers.
- External number assignment
In this case, the user assigns the personnel numbers.
Activities
Define the number intervals for your number ranges.
Personnel Management
Personnel Administration
Basic Settings
Determine defaults for Number Ranges [NUMKR]
In this work step you use the feature NUMKR, to determine whether you want to use internal or external number assignment when hiring new employees and if so, you can determine for which HR master records it is to be used
Actions
- Call up the decision tree.
- If necessary, call up the feature documentation for the feature NUMKR (Goto -> Documentation).
- Use the examples in the standard SAP R/3 system as references.
- If necessary, add new assignments for number ranges according to the definitions for internal / external number ranges step given in the above step.
Additional Information
Please refer to the general documentation for feature maintenance in the manual Tools which is located in the R/3 Library under Personnel Administration and Payroll.
Personnel Management
Personnel Administration
Customizing Procedures
Infotype Menus
In this section, you can change the menus for displaying and maintaining infotype data.
The standard SAP system can be implemented without carrying out the steps in this section.
However, perhaps you would like to define menus for certain user groups which would be included in the list of possible menus.
Personnel Management
Personnel Administration
Customising Procedures
Infotype Menus
In this step, you define the infotype menus for maintaining and displaying Human Resources master data.
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.
Standard Settings
Many infotype menus are set up to be dependent on the user group. The user groups correspond to the country groupings.
The menu AP is predefined for Recruitment.
Activities
User group dependency of the infotype menu
-Choose menu category “I” and the infotype menu.
-Define 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 the user group or where there are no entries in the menu.
-Assign a reference user group which can be used to set up the menu, if necessary.
Infotypes in the infotype menu
– Choose menu category “I” and the infotype menu.
-Copy the infotypes into the menu for the user group.
User Group Dependency on Infotype Menus:
Reference user group
If parameter UGR is not set in the user defaults (transaction USER), enter the reference user group that should be used for the menu layout.
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Menu dependent on user group
The set-up of a menu for a menu-guided or system-guided transaction in table T588B, or the set-up of an info group for a menu in table T588D can be defined for individual users.
The SPA-GPA parameter UGR must be maintained in the user defaults for this purpose.
In this field you can indicate whether the menu or the info group is user group dependent.
Infotype Menu:
Personnel Management
Personnel Administration
Customising Procedures
Infotype Menus
Determine Choice of Infotype Menu
In this step, you define the infotype menu choice which appears in a dialog box when Human Resources master data is maintained and displayed.
Example
You have defined a new infotype menu and want this to appear in the dialog box.
Standard Settings
The infotype menu choice “01” is assigned to the functions “Maintain human resources master data” and “Display human resources master data”.
Activities
User group dependency of the choice of infotype menu
a) Choose menu category “S” and menu “01” for the infotype menu choice.
b) Determine 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 his/her user group or where no entries exist.
d) 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.
Personnel Management
Personnel Administration
Customising Procedures
Actions
Define infogroups
In this step, you define the info groups that are processed when actions are carried out. This must be carried out before you proceed to the next step where you must define the work list, i.e. the info group, for every personnel action that is to be carried out.
The info groups can be defined so that they are dependent on the user group (user parameter “UGR”).
If there are no entries for an info group for the user’s user group or if the user has not maintained their user group, then the info group is determined using the reference user group.
In addition to this, the info group can be set up so that it is dependent on the employee’s control data. You can do this by using feature Info group modifier (IGMOD).
Example
When hiring an employee, the infotypes Personal data (0002), Organizational assignment (0001), Address (0006), Planned working time (0007) etc., are created one after the other.
Standard Settings
The standard SAP System contains one info group for every action. The info groups are generally dependent on the user group. In this case, the country grouping is used as a value of the user group. The info groups are set up independent of the employee’s control data, i.e. the feature IGMOD has “space” as its return code.
Activities
User group dependency of the info group.
a) Choose menu category G and the info group.
b) Determine whether the info group 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 info group.
Info group modifier
a) Maintain the feature IGMOD.
b) Always call up the info group as the first decision rule, otherwise you will need to make entries for the respective return codes for each info group.
c) For additional decision rules, you can call up country grouping, company code, personnel area, personnel subarea, employee group, and employee subgroup.
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.
Read the field documentation for the allowed operations.
Further Notes
Please consider the following when using the operation INS for creating:
When carrying out actions, the system checks to see whether an infotype already exists (possibly with the same subtype) when creating infotypes. In this case, the system switches from “Create” to “Change”.
It normally only makes sense to use the operation “Create” (INS) for a hiring action. For all other actions, you should use the function code “Copy” (COP) . When copying, existing records with the start date of the action are proposed. If no records exist for the infotype, the system internally switches to “Create”.
In some cases, you need to create a new record. When you run the Birth of a child action, the infotypes Personal Data (0002), Family/Related Persons (0021), Additional Payments (0015) need to be processed one after the other. You need to create a new record for the infotype “Family/Related Persons” that is independent of the records that already exist. In this instance, choose the operation “Create for actions” (INSS) . The system does not switch to the “Change” operation MOD.
During a leaving action, you use the operation LIS9 for delimiting records.
Note that the infotypes Actions (0000) and Organizational assignment (0001) must never be delimited.
Personnel Management
Personnel Administration
Customising Procedures
Actions
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.
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 infoytype (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.
Requirements
Familiarize yourself with the personnel processes that occur in your enterprise, such as entry or leaving.
Standard Settings
In the standard system, the Additional Actions infotype (0302) is not activated. Furthermore, the SAP standard system contains several personnel action types.
Recommendation
Refer to the SAP sample entries for guidance when you are defining your own personnel actions.
Activities
-If you want to use the Additional Actions infotype (0302), call up view Activate ‘Additional Actions’ for all existing personnel numbers.
-Call up the view Personnel Action Types.
-Check the SAP sample entries.
-Delete the entries you do not require.
-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 indicators PA, EG and ES.
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 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 Actionsinfotype (0000).
k) Use the Country change indicator to determine whether the personnel action type is a country change.
-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.
Specify a priority list for the personnel actions which do not change the status, and for which you have set the indicator to U0000.
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.
Further Notes
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:
- Call up transaction PA30.
- Choose the Actions infotype (0000).
- Enter the personnel action type in the Type field.
- When processing entry actions, enter the function code ‘=INS’, for other actions, enter the function code ‘=COP’.
Personnel Management
Personnel Administration
Customising Procedures
Actions
Create reasons for Personnel Actions
You probably defined personnel actions in the previous step.
In this step, you can determine the reasons for actions.
Example
You want to be able to evaluate which employees left because they were dissatisfied, in order to be able to increase the satisfaction of your employees.
Personnel Management
Personnel Administration
Customising Procedures
Actions
Change ActionMenu
In this step, you define a menu of actions which appears if the user chooses the function “Personnel actions” in HR master data maintenance.
The menu can be defined so that it is dependent on the user group (user parameter “UGR”).
If there are no entries in the table for the user’s user group, or if the user has not maintained their user group, then a so-called reference user group is determined, which is used to set up the menu.
Example
You want to include your own personnel action in the menu, or you want to set up a menu of certain personnel actions for a group of users.
Requirements
You have already checked the existing personnel actions and, if necessary, created your own actions.
Standard Settings
Action menu “01” is assigned to the function “Personnel actions”. The action menu is set up depending on the user group. The values of the user groups correspond to the country groupings.
Activities
User group dependency of the action menu
a) Choose menu category “M” and menu “01” for the personnel actions.
b) Determine whether the menu is to be dependent on a 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.
d) Assign a reference user group which can be used to set up the menu, if necessary.
Actions in the action menu
a) Include the new entries for the user group.
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