Introduction

17

Time Management Processes

19

Time Management Components

20

Human Resources Structure

21

Work Schedules

22

Time Quotas

24

Time Recording

25

CATS

27

Employee Self-Services/Manager Self-Services

28

Time Evaluation

28

Integration

29

Interfacing

29

Reporting

30

Security and Authorizations

31

Time Management Project

31

Summary

31

1 SAP ERP Human Capital Management Structure

33

1.1 Enterprise Structure

35

1.1.1 Personnel Area and Subarea

36

1.1.2 Personnel Area/Subarea Groupings

37

1.2 Personnel Structure

40

1.2.1 Administrative Personnel Structure

41

1.2.2 Organizational Personnel Structure

42

1.2.3 Employee Group/Subgroup Groupings

44

1.3 Summary

46

2 Work Schedules

47

2.1 Work Schedule Components

48

2.2 Holiday Calendars

50

2.2.1 Public Holiday

51

2.2.2 Public Holiday Class

53

2.2.3 Public Holiday Calendar

54

2.2.4 Assign Public Holiday Calendar to Personnel Area

55

2.3 Daily Work Schedules

56

2.3.1 Grouping Personnel Areas/Subareas for Work Schedules

57

2.3.2 Break Schedules

58

2.3.3 Daily Work Schedule Selection Rules and Variants

60

2.3.4 Daily Work Schedule Class

63

2.3.5 Daily Work Schedule Definition

65

2.4 Period Work Schedules

72

2.5 Creation of Work Schedules

76

2.5.1 Employee Group/Subgroup Grouping for Work Schedules

77

2.5.2 Day Types

78

2.5.3 Configure Work Schedule Rules

80

2.5.4 Generation of Work Schedules

84

2.6 Using Work Schedules

87

2.6.1 Work Schedule Rule Defaults

88

2.6.2 Define Workweek

89

2.6.3 Time Management Status Defaults

90

2.7 Summary

92

3 Time Quotas

93

3.1 Configuring Time Quotas

94

3.1.1 Setting Up Groupings for Time Quotas

95

3.1.2 Creating Time Quota Types

97

3.1.3 Setting Up the Accrual Method for Absence Quotas

103

3.1.4 Setting Rules for Generating Absence Quotas

105

3.1.5 Defining Counting Rules and Deduction Rules

126

3.1.6 Assigning Counting Rules to Absence Types

132

3.2 Generating Time Quotas

134

3.2.1 Generating Time Quotas Using Time Evaluation

134

3.2.2 Generating Time Quotas Using Report RPTQTA00

136

3.2.3 Manual Entry of Time Quotas

138

3.3 Using Time Quotas

139

3.4 Summary

142

4 Time Recording

143

4.1 Time Recording Basics

143

4.1.1 Time Recording Methods

144

4.1.2 Time Recording Tools

145

4.1.3 Time Recording Environments

147

4.2 Configuring Absences and Attendances

147

4.2.1 Personnel Area/Subarea Groupings for Absence/Attendance Types

148

4.2.2 Creating Absence and Attendance Types

149

4.2.3 Collision Check in the Time Infotypes

155

4.2.4 Configuring Additional Absence Data

158

4.3 Using Absences and Attendances

166

4.3.1 Absences

166

4.3.2 Attendances

168

4.3.3 Activity Allocation and Cost Assignment

170

4.3.4 External Services

174

4.3.5 Different Payment

175

4.3.6 Additional Absence Data

176

4.4 Summary

177

5 Cross-Application Time Sheet

179

5.1 Configuring Cross-Application Time Sheet

182

5.1.1 Setting Up Data Entry Profiles

182

5.1.2 Choose Fields

197

5.1.3 Rejection Reasons

201

5.1.4 Cross-Application Time Sheet Enhancements

202

5.2 Time Entry

203

5.2.1 Mini Master Data

204

5.2.2 Worklist

207

5.2.3 Data Entry Area

207

5.2.4 Additional Information

210

5.3 Approval

211

5.3.1 Processing Status

212

5.3.2 Approval Report

214

5.4 Time Data Transfer

216

5.4.1 Data Transfer to Human Resources: Transaction CAT6

218

5.4.2 Data Transfer to Project Systems: Transaction CAT5

219

5.4.3 Data Transfer to Controlling: Transaction CAT7

219

5.4.4 Data Transfer to External Services: Transaction CATM

220

5.4.5 Data Transfer to Plant Maintenance: Transaction CAT9

221

5.4.6 Data Transfer to Multiple Components: Transaction CATA

221

5.5 Reporting

223

5.5.1 Display Time Sheet Data

223

5.5.2 Time Leveling

223

5.5.3 Display Single Documents

225

5.6 Cross-Application Time Sheet Authorizations

226

5.6.1 General Authorizations

226

5.6.2 Time Sheet Authorizations

227

5.7 Summary

228

6 Employee Self-Services and Manager Self-Services

231

6.1 Employee Self-Services

233

6.1.1 Leave Requests

233

6.1.2 Record Working Time

244

6.1.3 View Time Accounts

247

6.1.4 View Time Statement

251

6.2 Manager Self-Services

252

6.2.1 Approve Leave Requests

252

6.2.2 Approve Working Times

254

6.2.3 Team Calendar

255

6.2.4 Attendance Overview

258

6.3 Summary

258

7 Time Evaluation

259

7.1 Concepts of Time Evaluation

262

7.1.1 Master Data

262

7.1.2 Time Data

265

7.1.3 Time Evaluation with or without Clock Times

268

7.1.4 Retroactivity and Recalculation

269

7.1.5 Data Flow

270

7.2 Configuring Time Evaluation

273

7.2.1 Customizing Tables

274

7.2.2 Schemas

292

7.2.3 Rules

300

7.2.4 Linking Configuration Components

307

7.3 Running Time Evaluation

310

7.3.1 Time Evaluation Driver: Program RPTIME00

310

7.3.2 Schema Processing

313

7.3.3 Interpreting the Time Evaluation Log

346

7.3.4 Time Evaluation Messages

352

7.4 Summary

353

8 Integrating with SAP

355

8.1 Within SAP ERP HCM

355

8.1.1 Shift Planning

356

8.1.2 Personnel Development

357

8.1.3 Availability

357

8.1.4 Travel Management

357

8.1.5 Payroll

358

8.1.6 SAP Environment, Health, and Safety Management

359

8.1.7 Personnel Administration

359

8.1.8 SAP Learning Solution

361

8.2 With Other SAP Modules

362

8.2.1 Plant Maintenance

363

8.2.2 External Services

364

8.2.3 Cost Controlling

364

8.2.4 Project Systems

365

8.3 SAP SuccessFactors

367

8.3.1 Using the File Transfer Protocol

369

8.3.2 Using SAP Process Integration

369

8.3.3 Using SAP HANA Cloud Integration

370

8.4 Summary

370

9 Interfacing with Third-Party Systems

373

9.1 Interface to Time System: Kronos

374

9.1.1 Outbound Interfaces

375

9.1.2 Inbound Interfaces

379

9.1.3 Integration Methods

380

9.2 Interface to Payroll Systems Using Transaction PU12

381

9.2.1 Configuring Interface Toolbox

382

9.2.2 Exporting Data

398

9.2.3 Export History

405

9.3 Summary

407

10 Reporting

409

10.1 SAP Standard Reports

410

10.1.1 Work Schedules

410

10.1.2 Attendance and Absence Overview

411

10.1.3 Time Accounts

416

10.2 SAP Query

418

10.2.1 Configuring SAP Query

419

10.2.2 Using SAP Query

423

10.3 SAP Lumira

424

10.3.1 Preparing Data

424

10.3.2 Visualizing Data

425

10.3.3 Composing the Visualization

427

10.3.4 Sharing the Document

428

10.4 SAP Crystal Dashboard Design

429

10.5 Summary

431

11 Security and Authorizations

433

11.1 SAP Basis Authorizations

434

11.1.1 Authorization Objects

435

11.1.2 Authorizations

441

11.1.3 Profiles

441

11.1.4 Roles

442

11.1.5 User Master Record

445

11.2 HR Structural Authorizations

445

11.2.1 Maintaining HR Structural Authorization Profiles

446

11.2.2 Link User ID to HR Structural Authorization Profile

446

11.3 Summary

447

12 Time Management Project

449

12.1 Project Planning

449

12.1.1 Collective Bargaining Agreements

449

12.1.2 Legislative Requirements

450

12.1.3 Higher Transactional Volume

450

12.1.4 Decentralized Data Entry

450

12.1.5 Interfacing with External Systems

450

12.1.6 Configuration Structures

451

12.2 Preimplementation

451

12.2.1 Requirements Analysis

452

12.2.2 Legacy Systems Evaluation

452

12.2.3 Project Costing

453

12.2.4 Cost Benefit Analysis

453

12.2.5 Building a Business Case

456

12.2.6 Business Buy-In and Approval

457

12.3 Preparation

457

12.3.1 Project Charter

457

12.3.2 Document Templates

460

12.3.3 Issues Management

461

12.3.4 Training Plan

461

12.3.5 Postimplementation Support Plan

461

12.4 Blueprinting

462

12.4.1 Workshops

462

12.4.2 Business Blueprint

464

12.4.3 Presenting the Blueprint Summary

472

12.4.4 Approval and Sign-Off

473

12.5 Realization

473

12.5.1 Configuration

473

12.5.2 Functional Specifications

475

12.5.3 Technical Specifications

476

12.5.4 Development

477

12.5.5 Unit Testing

477

12.5.6 Transports

478

12.5.7 Software and Hardware Installation

480

12.6 Testing

481

12.6.1 System Integration Testing

481

12.6.2 Integration Testing with Security

482

12.6.3 User Acceptance Testing

482

12.6.4 Regression Testing

482

12.6.5 Performance Testing

483

12.6.6 Volume Testing

483

12.7 Cut-Over

483

12.7.1 Business Activities

484

12.7.2 Non-SAP Environment

484

12.7.3 SAP Production Environment

485

12.7.4 Batch Jobs

485

12.7.5 Transports

486

12.7.6 Data Conversions

486

12.7.7 Security and Authorizations

486

12.7.8 Disaster Recovery Plan

486

12.7.9 Transactions Validation

487

12.7.10 Communication

487

12.8 Go-Live

487

12.8.1 Roll-Out Strategy

487

12.8.2 Parallel Runs

488

12.9 Support

488

12.9.1 Change Requests

488

12.9.2 Fixes

488

12.9.3 Continuous Improvements

489

12.10 Training

489

12.10.1 Project Team Training

489

12.10.2 Train the Trainers

489

12.10.3 Third-Party Software Training

490

12.10.4 End-User Training

490

12.11 Change Management

490

12.12 Summary

490

Appendices

493

A Time Management Infotypes

495

A.1 Planned Working Time (Infotype IT0007)

496

A.2 Time Recording Info (Infotype IT0050)

500

A.3 Time Quota Compensation (Infotype IT0416)

502

A.4 Attendances (Infotype IT2002)

504

A.5 Absences (Infotype IT2001)

509

A.6 Additional Absence Data (Infotype IT0082)

512

A.7 Substitutions (Infotype IT2003)

513

A.8 Availability (Infotype IT2004)

517

A.9 Overtime (Infotype IT2005)

518

A.10 Absence Quotas (Infotype IT2006)

520

A.11 Attendance Quotas (Infotype IT2007)

522

A.12 Employee Remuneration (Infotype IT2010)

523

A.13 Time Events (Infotype IT2011)

525

A.14 Time Transfer Specifications (Infotype IT2012)

527

A.15 Quota Corrections (Infotype IT2013)

528

A.16 Payroll Status (Infotype IT0003)

530

A.17 Export Status (Infotype IT0415)

532

B Time Evaluation Objects

535

B.1 Functions

535

B.2 Operations

562

B.3 Time Evaluation Tables

590

C Other Objects

601

C.1 Configuration Tables

601

C.2 Features

607

C.3 Transactions

609

C.4 Reports

611

D The Author

615