Personnel Administration

Personnel Administration manages activities associated with people that include:

         Actions take place on a person, The reason is for an action,  Appointments an employees holds,   Historical activities have taken place,  Leaves have taken place and Changes on a person in regards to pay, work schedule and benefits.

    Infotype Definition:

     Infotype is logical sequence of Data Fields. Recording employee data for administrative, time recording, and payroll purposes is of primary importance for master data administration in HR. In the SAP System, the information units used to enter master data are called infotype.

Some of the important infotypes:

    0000 – Actions                             0007 – Planned Working Time

    0001 – Organizational Assignment 0008 – Basic Pay

    0002 – Personal Data                    0009 – Bank Details

    0003 – Payroll Status                    0021 – Family Data

    0004 – Challenge                          0105 - Communication

    0006 – Address                            0185 – Personnel ID’s

Actions

     Personnel Actions are related to the employee activities within in the employee lifecycle. Generally Recording employee career events in the system. The Infotypes are to be maintained for an HR actions are grouped together. Once an infotype is saved, the next relevant infotype is displayed.

Examples of Personnel Actions

     Hiring, Confirmation, Transfer, Promotion, Demotion, Separation….etc.,

 Infotype Menu

     Many infotype menus are set up to be dependent on the user group. The user groups correspond to the country groupings. We

     define infotype menu’s for displaying and maintaining HR Master     

     Data.

Examples of Infotype Menu’s

•       Basic Data

•       Payroll Data

•       Time Data

•       Benefits Data….etc.,

Infotype Screen Headers.

    The screen header consists of the first three lines displayed on single and list screens. In the standard delivered SAP HR system, a screen header is already assigned to some of infotypes. You can change the screen header, but you are limited to three lines and 84 columns. 

SAP Standard Screen Headers

•       00 – PA20, PA30, PA40, PA51, PA61

•       10 – Infotype 0000

•       03 – Infotype 0001

•       01 – Infotype 0002

•       04 – Time Management Infotypes

•       02 – All other Infotypes

Infotype Screen Modifications

     Different entry screens are delivered for some infotypes. Depending the transaction class ("A" for employee, "B" for applicant) or the country grouping, a different screen can be used. In addition to this, you can also change the characteristics of the individual screen fields: For example, you can define fields as required-entry fields or suppress any fields that are not required. You may want to suppress field attributes in accordance with certain employee control data.

Examples of screen modification

•       Hiding unwanted fields in the infotype

•       Making Required fields to optional

•       Making Optional fields to required..etc.,

Dynamic Actions

     Dynamic actions are really useful in SAP and allow you to automate certain activities between different infotypes. For example, when one infotype is created, another unrelated infotype can be automatically created at the same time and values can be pre-populated from another infotype.

Tasks of the Dynamic Action

•       On saving of one infotype calling another infotype

•       Defaulting Values in the Infotype Fields

•       Maintaining Infotype in the background

Additional Actions

    Additional actions allow us to store more than one action for the employee on the same day. Infotype 0302 Additional Actions allows you to automatically log all of the personnel action types that are performed for an employee on a specific date. It allows you to perform and document several personnel action types for an employee in the R/3 System on the same day.

Examples of Additional Actions

•       Hiring and Organization Reassignment on same day.

•       Hiring and Transfer on same day

•       Transfer and Promotion on same day….etc., 

Personnel Administration implementation steps

Configuration steps of Personnel Administration 

The SAP HCM – PA implementation is divided into five steps
      1.       Configuration of Company code
      2.       Configuration of Enterprise structure  
      3.       Configuration of  personnel action or  Configuration of  PA40
      4.       Configuration of  PA30 Transaction or Configuration of  HR master data 
      5.       Configuration of  Pay scale structure

Following are  IMG steps for implementation of PA module

Configuration of Company code:

Company code is configuration is doing by FICO Consultant in real time projects.
IMG –> Enterprise Structure -> Definition -> Financial Accounting -> Define Company   
IMG –> Enterprise Structure -> Definition -> Financial Accounting -> Edit, Copy, Delete, Check Company Code   
IMG –> Enterprise Structure -> Definition -> Financial Accounting -> Company Code->Enter global parameters
IMG –>Enterprise Structure -> Assignment -> Financial Accounting -> Assign company code to company
IMG –>Enterprise Structure -> Assignment -> Controlling-> Assign company code to controlling area.

Configuration of Enterprise structure

IMG–> Enterprise Structure -> Definition -> Human Resource Management -> Personal Areas
IMG –> Enterprise Structure -> Assignment -> Human Resource Management -> Assignment of Personnel Area to Company Code
IMG –> Enterprise Structure -> Definition -> Human Resource Management -> Personal Subarea
IMG –> Enterprise Structure -> Definition -> Human Resource Management -> Employee group
IMG–>: Enterprise Structure -> Definition -> Human Resource Management -> Employee sub group
IMG –> Enterprise Structure -> Assignment-> Human Resource Management -> Assignment of Personnel area to company code.
IMG –>Enterprise Structure -> Assignment-> Human Resource Management -> Assignment of employee subgroups to employee groups.
IMG–>Personnel Management->Organization Management -> Basic Settings->Maintain Number Ranges -> Maintain Number Ranges for personnel numbers.
IMG–> Personnel Management-> Personnel Administration -> Customizing procedure-> infotypes->infotypes
IMG –>Personnel Management-> Personnel Administration -> Customizing procedure-> infotypes->Define fields relevant for retroactive accounting.

Configuration of  personnel action or  Configuration of  PA40

IMG –>Personnel management -> Personnel administration -> Customizing procedures -> Actions-> Define infogroups-> User Group Dependency on Menus and InfoGroups
IMG –>Personnel management -> Personnel administration -> Customizing procedures -> Actions-> Define infogroups
IMG –>Personnel management -> Personnel administration -> Customizing procedures -> Actions-> Set up personnel actions.
IMG –>Personnel management -> Personnel administration -> Customizing procedures -> Actions-> Create reasons for personnel actions.
IMG –>Personnel management -> Personnel administration -> Customizing procedures -> Actions->Change action menu

Configuration of  PA30 Transaction or Configuration of  HR master data 

IMG –>Personnel Management – Personnel Administration – Customizing Procedures – Infotype Menus – Infotype Menu 
IMG –> Personnel Management – Personnel Administration – Customizing Procedures – Infotype Menus – Infotype Menu 
IMG –> Personnel Management – Personnel Administration – Customizing Procedures – Infotype Menus – Determine choice of infotype menus 
IMG –>Personnel Management – Personnel Administration – Customizing Procedures – Infotype Menus – Infotype Menu 
IMG –> Personnel Management – Personnel Administration – Customizing Procedures – Infotype Menus – Determine choice of infotype menus 

Configuration of  Pay scale structure

IMG –> Personnel Management –> Personnel Administration –>organizational data->Organizational assignment -> Create payroll area.
IMG –> Personnel Management –> Personnel Administration –>organizational data->Organizational assignment -> Create default payroll area.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–> Define EE subgroup grouping for PCR and collective agreement provision.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Pay scale  conversion for basic pay.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Check pay scale type.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Check pay scale  area.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Check assignment of pay scale structure to enterprise structure.
IMG-> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Define default  for pay scale data

IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Set up payroll period for collective agreement provision.
IMG –> Personnel Management –>Personnel Administration –>Payroll data –>Basic Pay–>Define hourly rates with several decimal places.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Revise pay scale group & levels.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Define pay scale salary ranges
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Wage types ->Revise default wage types.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Wage types ->Revise default wage types
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Wage types ->Enterprise structure for wage type model..
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Basic Pay–>Wage types ->Define valuation of basic wage types. 
.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Recurring payments & deductions ->Payment models ->Define periods.
IMG –> Personnel Management –> Personnel Administration –>Payroll data –>Recurring payments & deductions ->Payment models ->specific default values.