Tayo Rolls HR Configuration Manual

Index
Sub Modules

Page No.

1. Organizational Management

___________________ 2

2. Personnel Administration

___________________23

3. Time Management

___________________67

4. Payroll

___________________117

5. Recruitment

___________________327

6. Training and Event Management ___________________340

7. Appraisal

___________________346

1. Organizational Management
Introduction
"Organizational Management" forms the base for the Personnel Planning and Development
area (as well as Organizational Management, this includes the Personnel Development,
Personnel Cost Planning and Training and Event Management components) and allows you to
analyze and adjust your organizational plan as well as maintain structure data.
In this step, you make the necessary system settings for the implementation of the
"Organizational Management" component.
The Implementation Guide for "Organizational Management" includes a description of the
system settings necessary for "Personnel Cost Planning".

Plan Version
General Description
Plan versions allow you to create several organizational plans in the system at the same time.
You can simulate and compare various scenarios using plan versions. A plan version also
enables you to carry out various simulations and compare plans in the system in parallel. As a
rule, only one plan version depicts your enterprise's current organizational plan
Purpose
A plan version allows changing, modifying and comparing various organizational plans
maintained as different plan versions. If an organization has two different organizational
plans, one as per the FI hierarchy and one as per the sales hierarchy, both can be maintained
as a different plan version. However, only one of them can be active. The SAP provided plan
version suffices the need of TAYONAME.
Maintain Plan Versions for TAYO

Set Active Plan Version, In this step, you specify which plan version is to be the active plan
version, that is, the plan version in which you maintain current valid information on your
enterprise.
The following Plan Version has been defined for Tayo Rolls Limited as per the configuration:
Configuration Details
Activity

Maintain Plan Version

IMG Menu Path

IMG Personnel Management Global Settings in Personnel

Management Plan Version Maintenance Maintain Plan
Versions

Transaction
Code

OOPV

Set Active Plan Version

General Description
Any number of plan versions can be maintained. But, only one plan version can be active at a
given point of time.
Purpose
Maintaining the active plan version allows the employee to be hired to the position, org units
and jobs of that plan version. An employee cannot be hired to a position, belonging to an
inactive plan version, using personnel administration.
Set Active Plan Version for TAYO
At CLIENT NAME, the stand plan version 01 (Current Plan) is set to active as per the standard
SAP configurations. The following action is done for setting active plan version for TAYO as a
company:
Configuration Details

Activity

Set Active Plan Version

IMG Menu Path

IMG Personnel Management Global Settings in Personnel

Management Plan Version Maintenance Set Active Plan
Version
OOAP

Transaction
Code

Maintain Object Types

General Description
An organizational plan can be made with many object types. At CLIENT NAME, the following
object types will be maintained, currently:
Organizational units (O)
Jobs (C)
Positions (S)
Persons hold positions that are defined by jobs and assigned to organizational units and cost
centers. The objects are held together by the relationship among each other. The
relationships are discussed in detail in the next section of this document.
The final list of positions, jobs and organizational unit that has to be created in organizational
management module is yet to be provided by CLIENT NAME. The data that is received will be
uploaded into SAP. Microsoft Visio will be used in order to validate the data for upload

Purpose
In this step, you make the settings necessary for changing standard object types and creating
new object types.
You can make the following settings:

You can define the relationship that should be proposed in the course of the
authorization check. For more information on this, please refer to the section
"Structural authorization".

You can create or change external object types that are not administered in PD (e.g.
object type "employee" from HR Master Data Management).

In this case, you must specify the interface program used to access these object types.
You can define an object type hierarchy for evaluations (reporting).
You can, if necessary, change the ID of a standard object type ("O" for organizational
unit, "T" for task).
Maintain Object Types for TAYO

The following action is done for maintaining Object types for TAYOas a company:

Define the mandatory relationship, if required.

Create external object types and specify the program that accesses these object types.
Define an object type hierarchy for the evaluation (reporting).
Change the ID of a standard object type only if it is absolutely necessary, observing the
name ranges reserved for customer-specific entries.
If you have created new object types, change the value of the semantic abbreviation of
each object type in the parameter group OTYPE, where necessary.
Similarly, if necessary, change the value of the semantic abbreviation for each object
type-related transaction in the parameter group TCODE.

Note: You can create two-digit object types in the range "01" to "99".
Info-Types Mentioned in IN BBP
IN
Infotypes - OM

Descriptions

1000

Organization Objects

1001

Object Relationships

1003

Department/Staff

1007

Vacancy Infotype

1008

Account Assignment Features

1013

Employee Group/Subgroup

Object Types in scope as mentioned in IN BBP

Object Type
O
S
C
K
P

Descriptions
Organization units
Positions
Jobs
Cost Centers
Person/Employee

Configuration Details
Activity

Maintain Object Types

IMG Menu Path

IMG Personnel Management Organizational Management

Basic Settings Data Model Enhancement Maintain Object
types
OOOT

Transaction
Code

Maintain Relationship
General Description
The various object types which forms a part of organizational plan are linked to each other
using relationships. Relationships hence give meaning to the organizational plan. Standard SAP
provides a large number of relationships which are sufficient for TAYOto maintain the
organizational structure. However, there is a certain customization required regarding the
time constraint on position to person.
Purpose
In this step, you can change the attributes of an info type. An info type is a collection of
logical or business-related characteristics of an object. You can make the following settings:

You can change the info type names.

You can assign infotypes to standard object types or to customer- specific object
types.

You can define another time constraint for an info type.

In the case of infotypes with underlying subtypes, the time constraint is defined per subtype.
If you wish to create your own subtypes, you have to carry out the step "Maintain subtypes"
and define a time constraint per subtype.
(Attach Relationship Details for CLIENT NAME)
Maintain Relationships for TAYO
The following action is done for maintaining Relationships for TAYO as a company:

Change the name of the info type, if required.

Check and, if necessary, change the time constraint of the info types or subtypes.
Assign the info types to object types.
Relationship
Type
O-O
O-S
S-S
S-P
S-K

Relationships

Description

A002
A003 + A012
A004
A008
A011

Reports to
Belongs to
Reports -to- Dotted Line Manager
Holder
Has cost centers

Configuration Details
Activity

Maintain Relationships

IMG Menu Path

IMG Personnel Management Organizational Management

Basic Settings Data Model Enhancement Info type
Maintenance Maintain Info type

Transaction
Code

OOIT

Setting up Number Ranges for Objects

General Description
A number range is a set of numbers. When you create objects, the user assigns these numbers
as an object ID, either internally by the system, or externally.
Purpose
In this section you make settings for number ranges. A number range is a set of numbers.
When you create objects, the user assigns these numbers as an object ID, either internally by
the system, or externally. The number assignment to a specific object can be plan versionspecific or plan version-independent, in other words, valid for all plan versions. This decision
is important since it affects the kind of subgroups (number intervals) that may be used.
Setting up of Number Ranges for Objects for TAYO
The following action is done for setting up number ranges for objects for TAYO as a company:

Enter 'X' in the field Value abbr. to activate number assignment for all plan versions.
Leave the field Value abbr. blank to deactivate this function.
Save your entries.

Configuration Details
Activity

Setting up of Number Ranges for Objects

IMG Menu Path

IMG Personnel Management Organizational Management

Basic Settings Maintain Number Ranges Set Up Number
Assignment For All Plan Versions
OONC

Transaction
Code

Maintain Number Ranges

General Description
Maintaining number ranges is the process by which numbers are allocated to business objects.
There are two types of number assignment:

Internal number assignment occurs automatically in the R/3 System.

External number assignment is performed either by the user or an external system.

Purpose
To assign a unique number range to all the objects, we have to specify number ranges for the
objects. Specifying separate number ranges for different objects helps us in better
identification of various objects. In this step, you specify the number ranges for your PD
objects and the type of number assignment. The actual number ranges to be used will be
provided during the UAT phase for configuration on to Parallel testing TAYO and Production
CLIENT NAME.
Maintaining Number Ranges for TAYO
The following action is done for maintaining number ranges for TAYO as a company:

Enter the subgroup for which you wish to set up number assignment. The following
entries are allowed (when number assignment is not valid for all plan versions).
o
$$$$ (plan version and object type are generic)
o

PV$$ (plan version, object type is generic)

PVOT (plan version, object type)

The following entry is not allowed:

o
$$OT (plan version generic, object type)
The following entries are allowed (when number assignment is valid for all plan
versions):
o
$$$$ (plan version and object type are generic)
o

$$OT (plan version generic, object type)

The following entries are not allowed:

o
PVOT (plan version, object type)

PV$$ (plan version, object type is generic)

Save your entries. The system automatically creates an external number range (EX)
and an internal number range (IN).
Specify the subgroup on the following screen and choose "Change intervals".
A new data screen appears on which you can maintain number range intervals. Choose
"Create interval".
Enter the code for the number assignment (IN or EX), the lower limit and the upper
limit of the interval in the dialog box which then appears.
In the case of external number assignment, mark the field "ext" also.
Choose "Insert" and save your entries.
o

Configuration Details
Activity

Maintaining Number Ranges

IMG Menu Path

IMG Personnel Management Organizational Management

Basic Settings Maintain Number Ranges Maintain Number
Ranges
OONR

Transaction
Code

10

Activate Inheritance of Account Assignment Features

General Description
Account assignment features (controlling area, company code, Personnel Area, Personnel
Subarea, etc) of organizational units are to be inherited by subordinate positions.
Purpose
In this step, you can determine that account assignment features (controlling area, company
code and business area) of organizational units are to be inherited by subordinate positions
thereby reducing the effort on maintenance.

Activate Inheritance of Account Assignment features for TAYO

The following action is done for activating inheritance of account assignment features for
TAYO as a company:
If you want to activate inheritance, enter an 'X'.
Configuration Details
Activity

Activate Inheritance of Account Assignment features

IMG Menu Path

IMG Personnel Management Organizational Management

Basic Settings Activate Inheritance of Account Assignment
Features
OOCINH

Transaction
Code

11

Set up Integration with Personnel Administration

General Description
Organizational Management and Personnel Administration are two separate components in the
HR module. The integration between the two components needs to be activated.
Purpose
Activation allows integration of Organizational Management and HR Master Data in Personnel
Administration. This guarantees data consistency between the two components.
Set up Integration with Personnel Administration for TAYO
The following action is done for integrating PA with OM for TAYO as a company:
To activate integration, you must check or make the following settings in addition to those
you have already made in the step "Global Settings in Personnel Management":
1. Basic Settings

Integration switch for organizational assignment (T77S0: PLOGI ORGA)

Default position (PLOGI PRELI)

Update file PAnnnn (PLOGI PRELU)

Department switch (PPABT PPABT)

Default value for personnel subarea (PPINT BTRTL)

Default value for personnel area (PPINT PERSA)

Transfer short or long texts from Organizational Management to

Personnel Administration (PLOGI TEXTC, PLOGI TEXTO, PLOGI TEXTS)

2. Participating in integration
The feature "PLOGI" contains criteria with which you can determine the persons in your
enterprise or personnel structure for which integration should apply.

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The criteria are:

Company code

Personnel subarea

Employee group

Employee subgroup

You can combine any of these criteria for integration. You can activate integration for all
employed or just for certain company codes, personnel subareas, employee groups, and
employee subgroups or for different combinations.
Make the following settings in the recommended order:

Using the entry "PLOGI ORGA", determine whether integration between Organizational
Management and Personnel Administration is active. If you do not want integration to
be active, enter ' ' (blank).
You should not change the entry "PLOGI PRELI". You can, however, change the name of
a position with this number (see Value of semantic abbreviation for the entry "PLOGI
PRELI") in Customizing for Personnel Administration.
In the entry "PLOGI PRELU", determine whether Master Data is to be updated online or
by batch input.
In the entry "PPABT PPABT", determine whether only organizational units indicated as
info type 1003 "Department" for a position are to be read.
Determine the default value for the personnel subarea in the entry "PPINT BTRTL".
Determine the default for the personnel area in the entry "PPINT PERSA".
In the entry "PLOGI TEXTC", determine whether the short texts rather than the long
text for jobs created in Organizational Management are to be transferred into
Personnel Administration.
In the entry "PLOGI TEXTO", determine whether the short texts rather than the long
texts for organizational units created in Organizational Management are to be
transferred to Personnel Administration.
In the entry "PLOGI TEXTS", determine whether the short texts, rather than the long
texts for positions created in Organizational Management are to be transferred into
Personnel Administration.
In the feature "PLOGI", determine for which persons integration should be activated
for based on the criteria company code, personnel subarea, employee group and
employee subgroup.

Note: In the standard system, the switch &PLOGI is set to "X" (all).

If you set the switch PLOGI EVENB to 'X' set Zen, you can make organizational changes
that include a change of company code.
According to the set up in your enterprise (see Activating integration), start one of the
reports in the step "Tools for Integration".

Configuration Details

13

Activity

Set up Integration with Personnel Administration

IMG Menu Path

IMG Personnel Management Organizational Management

Integration Integration with Personnel Administration Set up
Integration with Personnel AdministrationParticipate in
Integration
PE03

Transaction
Code

Activity

Set up Integration with Personnel Administration

IMG Menu Path

IMG Personnel Management Organizational Management

Integration Integration with Personnel Administration Set up
Integration with Personnel AdministrationBasic Settings
OOPS

Transaction
Code

14

Set up Integration for Cost Distribution

General Description
The PLOGI COSTD entry enables you to activate integration between Organizational
Management and Personnel Administration for Cost Distribution
Purpose
The cost distribution can be maintained at the position level. If the cost distribution info type
for employee (Info type 0027) is not maintained, then cost distribution info type for the
position (Info type 1018) will be used to distribute cost to various cost centers.
Activation of Integration
Activity

Set up Integration for Cost Distribution

IMG Menu Path

IMG Personnel Management Organizational Management

Integration Set up Integration for cost Distribution
SPRO

Transaction
Code

Activate / De-activate "Vacancy" Info type

General Description
The Switch PPVAC PPVAC is activated to specify whether a position is vacant by virtue of info
type 1007 "Vacancy. All unfilled positions are considered as Vacant.
Purpose
Integration with Recruitment is activated; Vacancy info recorded in Info type 1007 will
indicate the position ready to be re-occupied using the Recruitment module. This is also used
to extract report based on Vacancy.
Activate / De-activate "Vacancy" Info type for TAYO
Specify whether the vacancy is to be maintained via info type 1007
The following action is done for activating / de-activating Vacancy info type for TAYO as a
company:

15

Configuration Details
Activity

Activate / De-activate "Vacancy" Info type

IMG Menu Path

IMG Personnel Management Organizational Management

Info type Settings Activate/Deactivate Vacancy Info type
SPRO

Transaction
Code

Define Organizational Units

General Description
An organizational object used to depict the basic structure of an organization. Organizational
units are functional units of an enterprise. Depending on how tasks are distributed in an
enterprise, an organizational unit can be a department, group, project team, or other unit.
Purpose
Organizational units are different from other enterprise entities such as company codes,
business areas, and personnel areas. Those enterprise entities are used to depict
administrative or accounting structures in the corresponding components.
Define Organisational Units for CLIENT NAME
To carry out the activity for CLIENT NAME, choose the following navigation options:
Configuration Details
Activity

Define Organizational Units

IMG Menu Path

IMG Personnel Management Personnel Administration

Organizational Data Organizational Assignment
Organizational Plan Define organizational units.
SPRO

Transaction
Code

16

(We can change after getting org unit information from TAYONAME)
Define Jobs
General Description
A job describes a group of tasks, authorities and responsibilities and defines the level of
education required to perform this work. It is assigned to different positions on the basis of
the amount of work to be performed.
Jobs are areas of activity in a company, which are described by tasks.
Examples include "secretary", "clerk", or "financial accountant". Jobs can be created across
organizational units.
Purpose
In this step, you define jobs i.e. the professional activities and the areas of responsibility
within your company.
Define Jobs for TAYO
To carry out the activity for CLIENT NAME, choose the following navigation options and
perform the following:
Delete the entries that you do not need.
Create your own job definitions.

17

Configuration Details
Activity

Define Jobs

IMG Menu Path

IMG Personnel Management Personnel Administration

Organizational Data Organizational Assignment
Organizational Plan Define jobs Jobs
SPRO

Transaction
Code

Activity

Define Jobs

IMG Menu Path

IMG Personnel Management Personnel Administration

Organizational Data Organizational Assignment
Organizational Plan Define jobs Job Title
SPRO

Transaction
Code

18

(We can change after getting job information from TAYONAME)

Define Positions
General Description
An organizational object (object type key S) used to distribute tasks to posts in an
organizational plan and to model the reporting structure between posts.
Positions are concrete posts in an enterprise, which can be occupied by holders (employees or
R/3 users), for example purchasing administrator, European sales manager, or secretary in the
marketing department. Positions are not the same as jobs. A job is not a concrete position in
an enterprise. It is a construct that enables you to create a number of positions with similar
tasks and features.
Purpose
Object type S determines the positions for an organization, which is in-turn, occupied by
persons based on the requirements raised in the recruitment module.
Define Positions for TAYO

Only position your cursor on the entries for object type S (position) in the Personnel
Administration application.
Delete the entries that you do not need.
Create your own positions and the corresponding data.

19

The following action is done for activating / de-activating Vacancy info type for TAYO as a
company:
Configuration Details
Activity

Define Positions

IMG Menu Path

IMG Personnel Management Personnel Administration

Organizational Data Organizational Assignment
Organizational Plan Define Positions
OG30

Transaction
Code

20

Define Cost Centers

General Description
An organizational unit within a controlling area that represents a defined location of cost
incurrence.
The definition can be based on:

Functional requirements

Allocation criteria

Physical location

Responsibility for costs

Purpose
By assigning cost centers to organizational objects, determine where costs are incurred by the
object are to be charged. The inheritance principle applies: If an organizational object is not
assigned a cost center, the cost center assigned to the superior object applies. An
organizational object may also be assigned more than one cost center.
Create Cost Centres for TAYO
To carry out the activity for CLIENT NAME, choose the following navigation options:
In this activity you make settings for cost centers. These include:

Defining the standard hierarchy

Defining cost element types

Creating cost centers

Defining match codes for cost centers

Selecting time-dependent fields

Configuration Details
Activity

Create Cost Centers

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Controlling

Cost Center Accounting Master Data Cost Centers
Create Cost Centers
KS01

Transaction
Code

21

2. Personnel Administration
Introduction
This document provides the specifications in detail to define and setup the Personnel
Administration elements such as defining company code, Personnel Area, Personnel sub-area,
employee group and sub-group.
Enterprise Structure
General Description
Enterprise structure is used to portray the specific Organizational structure of the business in
the 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.
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.
Define Company
General Description
The first level of the enterprise structure is the Company code. A company is an
organizational unit in Accounting, which represents a business organization according to the
requirements of commercial law in a particular country.
Company code is the top level of the SAP HR Enterprise structure. The company code in SAP
represents an independent company or legal entity with a separate financial accounting.
Purpose
The enterprise structure requires creation of company, which draws its own balance sheet.
Company for TAYO
The following Company has been defined for TAYO:

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Configuration Details
Activity

Define Company

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Definition Financial Accounting Define Company
SPRO

Transaction
Code
For INDIA

Define Company Code

General Description
The company code is an organizational unit used in accounting. It is used to structure the
business organization from a financial accounting perspective.
Purpose
The Enterprise Structure of TAYO requires a creation of Company Code, which will track the
activities under that particular company through a 4 letter alphanumeric code.
Company Code for TAYO
The following Company Code has been defined for TAYO:
Configuration Details

23

Activity

Define Company Code

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Definition Financial Accounting Edit, Copy,
Delete, Check Company Code
SPRO

Transaction
Code

Assigning Company Code to Company

General Description
In this step you assign the company codes which you want to include in the group accounting
o TAYO.
Purpose
Only when the company code assignment happens to a company, the activities can be tracked
better.
Assignment of Company Code to company for TAYO
The following assignment has been done for TAYO as a company:
Configuration Details
Activity

Define Company Code

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Assignment Financial Accounting Assign
Company Code to Company
SPRO

Transaction
Code

Define Personnel Areas

General Description
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.
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.
Define Personnel area for TAYO

24

The following action is done for maintaining personnel areas for TAYO 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.

Configuration Details
Activity

Maintain Personnel Areas

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Definition Human Resources Personnel areas
Personnel Areas
SPRO

Transaction
Code
Personal Area

Description

CA09

Labatt Breweries INDIA

U108

TAYO International

U109

TAYO INDIA

For INDIA

Maintain Personnel Sub-Areas

General Description
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.

25

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
sub-areas, 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.
Define Personnel Sub-Area for TAYO
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 TAYO 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.
Configuration Details
Activity

Maintain Personnel Sub-Areas

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Definition Human Resource Management
Personnel Sub Areas Create Personnel Sub Areas
SPRO

Transaction
Code

26

Define Employee Group

General Description
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.
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.
Maintain Employee Group for TAYO
The following action is done for Employee Group for TAYO 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.

27

c. It is recommended to use the SAP standard entries

Configuration Details
Activity

Maintain Employee Group

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Definition Human Resource Management
Employee groups
SPRO

Transaction
Code

28

Maintain Employee Sub-Group

General Description
The employee subgroup represents a subdivision of the employee group. By defining
employees subgroup, we essentially begin to set up personnel structure.
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.
Define Employee Sub-Group for TAYO
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 TAYO as a company:
To carry out the activity, choose the following navigation options:
Configuration Details
Activity

Maintain Employee Sub-Group

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Definition Human Resource Management
Employee Sub groups Define Employee Sub groups
SPRO

Transaction
Code

29

Assigning of Personnel area to Company Code

General Description
In this step, you allocate each of your personnel areas to your company code.
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.
Assignment of Personnel Area to Company Code for TAYO
a. Choose corresponding company for the personnel areas created and save the same.
b. To carry out the activity for TAYO, choose the following navigation options

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Configuration Details
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
SPRO

Transaction
Code

Assigning of Employee sub group to Employee group

General Description
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.
Purpose
Employee subgroups must be assigned to their respective employee groups to distinguish the
employee groupings.
Assignment of Employee Sub-Group to Employee Group for TAYO
To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Assignment of employee subgroup to employee group.

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Enterprise

Structure Assignment Human Resource Management
Assignment of Employee Subgroup to Employee group
SPRO

Transaction
Code

31

Maintain Number Range Intervals for Personnel Numbers

General Description
In this step, you specify the number ranges for your Personnel Development objects and the
type of number assignment. Here number range(s) are defined for personnel number
assignment using the following two basic options:

Internal number assignment: In this case, the SAP System assigns the personnel
numbers and the number ranges are indicated by the letters "IN".
External number assignment: In this case, the user assigns the personnel numbers
and the number ranges are indicated by the letters "EX".

Purpose
The Number range intervals can be defined as per requirements and the intervals enable
assigning different number ranges to different employee groups. For TAYO, the following are
the SAP standard number ranges, it is recommended to use the standard settings.
Maintain number Range Intervals for Personnel Numbers for TAYO
The number range intervals need to be provided for TAYO

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Configuration Details
Activity

Maintaining Number range interval for Personnel Numbers.

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Personnel

Management Personnel Administration Basic Settings
Maintain Number Range intervals for Personnel Numbers
PA04

Transaction
Code

Determine Defaults for Number Ranges

General Description
In this step feature NUMKR is used to determine whether 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.
Purpose
To define the default rule number for Number Ranges while hiring new employees. The
Feature NUMKR is used to default the number assignments.
Determine Defaults for Number Ranges for TAYO
a. Select the Parameters and Save the details.
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Determine defaults for number Ranges.

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Personnel

Management Personnel Administration Basic Settings
Determine defaults for number ranges
PE03 (Feature - NUMKR)

Transaction
Code

33

Org Assignment (0001)

Create Payroll Area
General Description
A payroll accounting area (which is often abbreviated to payroll area) is an organizational unit
containing all of the employees for whom the payroll runs at the same time
Purpose
The payroll usually runs for payroll accounting areas. Each payroll accounting area determines
the specific dates for which the payroll runs, the earliest payroll period for which retroactive
accounting is possible, retroactive accounting recognition, and the periods for which the
payroll runs.

It groups together personnel numbers that are to be processed on the same

date.
It determines the exact payroll period

34

Create Payroll Area for TAYO

a. Choose New entries Enter Payroll area, Title and the description.
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Create Payroll Area.

IMG Menu Path

IMG Personnel Management Personnel Administration

Organisational Data Create Payroll Area
SPRO

Transaction
Code

Pay Scale Type

Create Pay Scale Type
General Description
Pay Scale Type distinguishes between the different types of pay grade structures .It makes a
distinction between different types of employees.
Purpose
A pay scale type denotes the type of employees where pay scale structure is same.
Create Pay Scale Type for TAYO

35

Choose New entries Enter Pay scale type Title and the description.
To carry out the activity for TAYO, choose the following navigation
Configuration Details
Activity

Create Payroll Type

IMG Menu Path

IMG Personnel Management Personnel Administration

Payroll Data Basic Pay Create Pay Scale type
SPRO

Transaction
Code

Pay Scale Area

Create Pay Scale Area
General Description
Payscale areas have been created based on compensation, which depends on country category
Create Pay Scale Type for TAYO
Choose New entries Enter Pay scale Area Title and the description.
To carry out the activity for TAYO, choose the following navigation
Configuration Details
Activity

Create Payroll Area

IMG Menu Path

IMG Personnel Management Personnel Administration

Payroll Data Basic Pay Create Pay Scale Area
SPRO

Transaction
Code

36

Pay Scale Group and Level

Create Pay Scale Area
General Description
Pay scale group is used to store various wage groups. A pay scale group is a
used for grading job evaluation.

criterion

Different Salary / job Grades, in TAYO are identified as Pay Scale Group.

Create Pay Scale Group and Level for TAYO

Choose New entries Enter Pay scale Group - Title and the description. In the Pay Scale
Group, enter the minimum, maximum, and reference salary ranges to be maintained.
To carry out the activity for TAYO, choose the following navigation
Configuration Details
Activity

Create Payroll Area

IMG Menu Path

IMG Personnel Management Personnel Administration

Payroll Data Basic Pay Check Total salary against Salary
Range Define Pay Grade and Level.
SPRO

Transaction
Code

37

Personnel Data (IT 0002)

Create forms of Address
General Description
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.

Purpose
To provide the forms of addresses for employees / applicants.
Create forms of Address for TAYO
c. Choose New entries Enter Form of Address key, Title and the description, choose the
appropriate gender and the save the details
d. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Create Address Types.

IMG Menu Path

IMG Personnel Management Personnel Administration

Personal Data Personal Data Create forms of address
SPRO

Transaction
Code

38

Create Name Affixes

General Description
In this step you create possible academic titles, aristocratic titles and marks of nobility for
employees/applicants and family members.
Purpose
Name affixes are created and maintained as follows:
'S' - academic title after name (INDIA only)
'T' - academic title before name (e.g. Dr)
'V' - Aristocratic prefixes between first and second name (e.g. von, van)
'Z' - Aristocratic titles between first and second name (e.g. Baron, Count)
Create Name Affixes for TAYO
a. Choose New entries Select type of name affix, enter Name affix, Output text and
save the details
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity
Create Name Affixes.
IMG Menu Path
Transaction
Code

IMG Personnel Management Personnel Administration

Personal Data Personal Data Create name affixes
SPRO

39

Titles
AT
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T

Name affix
ARQ.
CONT.
DIPL.-ING.
DIPL.ING.
DIPL.VW.
DIRECTOR
DR.
DR.MATH.
DR.MED.
DR.RER.NAT.
DRA.
DRS.
ING.
IR.
LIC.
MANAGER
MR.
PROF.
PROF. DR.
SUB-DIRECTOR

Output text
Arquitecto(a)
Contador(a)
Dipl.-Ing.
Dipl.Ing.
Dipl.Vw.
Director
Dr.
Dr.Math.
Dr.Med.
Dr.Rer.Nat.
Doctora
Drs.
Ing.
Ir.
Lic.
Manager
Mr.
Prof.
Prof. Dr.
Sub-director

40

Maintain Titles
General Description
In this step you create possible academic titles or aristocratic titles you use for your
employees.
Example

Academic titles Dr., Prof.

Aristocratic titles Duke, Baron

Purpose
This is to set up the academic/aristocratic titles for employees / applicants.
Maintain Titles for TAYO
a. Choose New Entries enter the Name affix, Output text and save the details entered
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Maintain Titles.

Titles
IMG Menu Path
IMG Personnel Management Personnel Administration
AT
Name affix
Output text
Personal Data Personal Data Maintain titles
T
ARQ.
Arquitecto(a)
Transaction
T SPRO
CONT.
Contador(a)
Code
T
DIPL.-ING.
Dipl.-Ing.
T
T
T
T
T
T
T
T
T
T
T

DIPL.ING.
DIPL.VW.
DIRECTOR
DR.
DR.MATH.
DR.MED.
DR.RER.NAT.
DRA.
DRS.
ING.
IR.

Dipl.Ing.
Dipl.Vw.
Director
Dr.
Dr.Math.
Dr.Med.
Dr.Rer.Nat.
Doctora
Drs.
Ing.
Ir.

41

T
T
T
T
T
T

LIC.
MANAGER
MR.
PROF.
PROF. DR.
SUB-DIRECTOR

Lic.
Manager
Mr.
Prof.
Prof. Dr.
Sub-director

Create Marital Status

General Description
In this step you create the possible marital status designations for employees. The standard
SAP system contains the most common marital status designations. Create additional marital
status designations to meet your requirements.
Purpose
This step is to maintain the marital status of employees / applicants throughout the employee
life cycle.

42

Create Marital Status for TAYO

a. Choose New entries Enter the desired Marital status id, description and save the
details
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Create Marital Status.

IMG Menu Path

IMG Personnel Management Personnel Administration

Personal Data Personal Data Create marital status
SPRO

Transaction
Code

MarSt
0
1
2
3
4
5
6
9

Marital Status Designations

MarSt
Single
Marr.
Wid.
Div.
NM
Sep.
Unknwn
RegCou

Family (IT 0021)

General Description

43

An infotype is a collection of logical or business-related characteristics of an object. Data is

not stored field by field on the human resources database, but is grouped together in logical
groups.
Examples: Family infotype, Organizational Assignment infotype, Basic Pay infotype
Additional family member types can be created in this step. Every family member type
represents a subtype of the infotype Family (0021).
Purpose
An infotype can be subdivided into a subtype, for example:
Infotype 'Family' - Subtypes 'Spouse', 'Child'
Infotype 'Addresses' - Subtypes 'Home address', 'Holiday address'
Subtypes 'Permanent residence', 'Secondary residence'

Define Family Types for TAYO

To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Define Family Types.

IMG Menu Path

IMG Personnel Management Personnel Administration

Personal Data Family Personnel Data Define family types
SPRO

Transaction
Code

44

Address (IT 0006)

Create Address Types

General Description
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 recommend adopting
the standard settings.
Purpose
To create and maintain address types for employees / applicants to track their location of
stay while employed in the company.

45

Create Address Types for TAYO

To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Create Address Types.

IMG Menu Path

IMG Personnel Management Personnel Administration

Personal Data Addresses Create address types.
SPRO

Transaction
Code

Communication (IT 0105)

Maintain Communication Types

General Description
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.

46

Purpose

This infotype enables you to record an employees various forms of communication contacts
such as a cell phone, email address, etc.

Maintain Communication Types for TAYO

a. Choose New entries Enter the type, category, text and save the details
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Maintain Communication Types.

IMG Menu Path

IMG Personnel Management Personnel Administration

Personal Data Addresses Enter communication types
SPRO

Transaction
Code

47

Additional Personal Data (IT0077)

General Description
In this section, we define whether the employee is aboriginal, whether the employee is a
member of a minority.
Purpose
Employee Ethnic Origin details like White/ Not Hispanic Origin, Black/ Not Hispanic Origin,
Hispanic, etc, have been defined here.
Configuration Details

Activity

Define Additional Personal Data

IMG Menu Path

IMG Path: Personnel Management->Personnel Administration>Additional Personal Data->

SPRO

Transaction
Code

Monitoring of Task (IT 0019)

General Description
Monitoring of tasks (0019) is provided so that certain dates can be monitored. In this infotype,
dates that affect an employee and dates, which the personnel administrators should be
reminded of by the system, can be stored.
Purpose
To store task types and date against each task type.
Monitoring of Tasks for TAYO
The following Task types has been defined for TAYO
Configuration Details
Activity

Define Monitoring of Tasks

IMG Menu Path

IMG Path: Personnel Management -> Personnel Administration>Evaluation Basis-> Monitoring of Tasks-> Determine Task Type

Transaction
Code

SPRO

48

Date Specifications (IT 0041)

General Description
In the section "date specifications", date types can be determined and can be define
in a feature, which of these date types is to be proposed as a default when the
infotype Date specifications (0041) is maintained.
Purpose
To define different date types, feature DATAR needs to be maintained.
Date Types for TAYO
The following Date Types has been defined for TAYO::
Configuration Details

Activity

Define Date Specifications

IMG Menu Path

IMG Path: Personnel Management -> Personnel Administration>Evaluation Basis->Date Specifications->Define Day Type
SPRO

Transaction
Code

49

Define Employee Attributes

General Description
In the "Enterprise structure", you defined employee groups and employee subgroups.
Example
These statuses are used for national and international reporting for selecting and/or grouping
together of employee data or they are used to represent national plausibilitys.
Purpose
In this step, you must assign one of the following statuses to those employee groups and
employee subgroups:

Activity status (1 = Active employee, 2 = Retiree, 3 = Early retiree, 9 = Other, 4 = Par time
work for retirees)
Employment status (1 = Industrial worker/hourly paid worker, 2 = Salaried employee, 3 =
Civil servant, 9 = Other)
Education and training status (1 = Trainee/apprentice, 2 = Trained, 9 = Other)

Define Employee Attributes for TAYO

a. For the selected Country group enter appropriate Activity status, Employment status,
and Training status for the Employee group and sub group and save the details.
b. To carry out the activity for TAYO, choose one of the following navigation options

50

Configuration Details

Activity

Define Employee Attributes.

IMG Menu Path

IMG Personnel Management Personnel Administration

Organizational Data Organizational Assignment Define
employee attributes
SPRO

Transaction
Code
Infotype Menu

General Description
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.
Purpose
In this step, you define the infotype menus for maintaining and displaying Human Resources
master data.
Infotype Menu for TAYO
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.
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 TAYO, choose one of the following navigation options

51

Configuration Details
Activity

Infotype Menu.

IMG Menu Path

IMG Personnel Management Personnel Administration

Customizing Procedures Infotype Menus Infotype MenuUser
group dependency on menus and info groups
SPRO

Transaction
Code

Activity

Infotype Menu.

IMG Menu Path

IMG Personnel Management Personnel Administration

Customizing Procedures Infotype Menus Infotype
MenuInfotype Menu
SPRO

Transaction
Code

52

Determine Choice of Infotype Menu

General Description
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
You have defined a new infotype menu and want this to appear in the dialog box.
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.
Determine choice of Infotype Menu for TAYO
1. User group dependency of the choice of infotype menu
2. Choose menu category "S" and menu "01" for the infotype menu choice.
3. Determine whether the menu is to be dependent on the user group.

53

4. 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 TAYO, choose the following navigation options:
Configuration Details
Activity

Determine choice of Infotype Menu.

IMG Menu Path

IMG Personnel Management Personnel Administration

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

Transaction
Code

Activity

Determine choice of Infotype Menu.

IMG Menu Path

IMG Personnel Management Personnel Administration

Customizing Procedures Infotype Menus Determine choice of
infotype menus Inofotype Menus
SPRO

Transaction
Code

54

Define Info groups

General Description
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.
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.
Purpose
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.

55

Define Info groups for TAYO

1. 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.
2. 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.
3. 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.
4. Carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity
Define Info groups.
IMG Menu Path
Transaction
Code

IMG Personnel Management Personnel Administration

Customizing Procedures Actions Define infogroupsUser
group dependency on menus and info groups
SPRO

56

Set up Personnel Actions

General Description
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.
Purpose
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.
Set up Personnel Actions for TAYO
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

57

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.
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 infotype 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:

58

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 (infotype menu). In the actions menu place
your cursor on the line containing the relevant action; this assumes you know the exact set-up
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 :
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 TAYO, choose the following navigation options:
Configuration Details
Activity

Set up Personnel Actions.

IMG Menu Path

IMG Personnel Management Personnel Administration

Customizing Procedures Actions Set up personnel actions
Personnel Action Types
SPRO

Transaction
Code

59

Create reasons for Personnel Actions

General Description
In this step, you specify the number ranges for your Personnel Development objects and the
type of number assignment.
Purpose
In this action, the reasons are listed to identify one personnel action from another for
respective employees.
Create reasons for Personnel Actions for TAYO
a. Choose New entries Select the Action type and enter the reasons you would like to
mention for the corresponding action and save the details.
b. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity

Create reasons for Personnel Actions.

IMG Menu Path

IMG Personnel Management Personnel Administration

Customizing Procedures Actions Create reasons for personnel
actions
SPRO

Transaction
Code

60

Change action Menu User Group dependency of the action Menu

General Description
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.
Purpose
In this step, you define a menu of actions which appears if the user chooses the function
"Personnel actions" in HR master data maintenance.
Change action Menu User Group dependency of the action Menu for TAYO
1. 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.
2. Actions in the action menu

61

a) Include the new entries for the user group.

3. To carry out the activity for TAYO, choose the following navigation options:
Configuration Details
Activity
IMG Menu Path
Transaction
Code

Activity
IMG Menu Path
Transaction
Code

Change action menu User Group dependency of the action

menu.
IMG Personnel Management Personnel Administration
Customizing Procedures Actions Change action menu User
group dependency on menus and info groups
SPRO

Change action menu User Group dependency of the action

menu.
IMG Personnel Management Personnel Administration
Customizing Procedures Actions Change action menu
Action Menu
SPRO

62

Customizing User Interfaces

Change Screen Header
General Description
In this step, the infotype header can be changed, that is, the first three lines of the individual
and list screens.
Purpose
To change the infotype Header in the individual screens
The standard Screen Headers have been defined for TAYO:
Configuration Details
Activity

Define Change Screen Header

IMG Menu Path

IMG Path: Personnel Management->Personnel Administration>Customizing User Interface ->Change Screen Header->Infotype
header data selection control

Transaction
Code

SPRO

63

Change Screen Modifications

General Description
Different entry screens are delivered for some infotypes. Depending on the transaction class
("A" for employee, "B" for applicant) or the country grouping, a different screen can be used.
Purpose
To define the Mandatory/Optional fields

Configuration Details

64

Activity

Define Change Screen Header

IMG Menu Path

IMG Path: Personnel Management->Personnel Administration>Customizing User Interface ->Change Screen Modifications

Transaction
Code

SPRO

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4. Time management
The Time Management component offers support in performing all human resources processes
involving the planning, recording, and valuation of employees work performed and absence
times.
The scope of functions within Time Management encompasses:

Simple administration of leave.

Attendance Recording

The existing work schedule at Corporate Office and Factory for all the shifts needs to be well
defined. Time Recording will enable entering employee time data for Attendance, Absence,
Leave, Off etc. This data shall be entered as clock times or in hours. The user will update the
attendance record manually in SAP and the data is transferred for payroll. Swipe Card Time
recording machine would be integrated with SAP system.
Time Management supports centralized data entry by time data administrators, decentralized
data entry by production supervisors, for example, if an employee applies for leave, the
supervisor if he is an authorized SAP user can fill up the required leave type infotype.
Time Management performs all human resources processes involving the planning, recording,
and valuation of employees work performed and absence times This also takes care of special
rules for personnel sub areas, employee subgroups, or even individual employees in the SAP
System.
The business requirements shared are mentioned below:

Maintaining the public holiday calendar of respective personal sub areas.

Capturing the planned working time of individual employees.
Capturing of individual attendance with time in and out.
Capturing the absence/ leave details and maintaining leave quota balance of
all employees.
Performing full and final settlement of employees through leave encashment.

The items specified in the following sections, will be configured in SAP to address the
requirements of the processes.

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Tcode: SPRO

to create work schedule first create Holidays for the current year and assign public holidays
to Holiday calendar and this holiday calendar is assigned to Work schedule.
The menu path below gives the way path from where holidays and calendar can be created.

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For Fixed Holidays like August 15th or 26th Jan use this option

Then click here

For fixed
holidays

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Here u can give conditions and dates for

the holidays
You can give exact day and date of the
year

Create as many holidays as possible for the following calendar year. Finally can view
all this holiday in the below mentioned table.

Here are the list of holidays for

your Company

For Floating public Holidays Like Bengali New year, Dulhendi, Dussera, Diwali which is
not constant every year use this option

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70

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Click this to
include delete
holidays from
the calendar

Tick this to select the

holiday

To assign or add new holidays

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Group Personnel Subareas for the Work Schedule

In this step, you group your personnel areas and personnel subareas for work schedules.

Activities
1. Assign grouping 40 for work schedules to your personnel areas or subareas.
2. If necessary, you can assign your personnel areas and subareas different groupings for work
schedules at a later stage.

Group Personnel Subareas for the Daily Work Schedule

In this step, you assign a personnel area grouping for daily work schedules to a personnel area
grouping for work schedules.

Activities
1. Check SAP's reference entries and do not change them for the first step.
2. You can specify new assignments later, if necessary.

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Daily Work Schedules

The daily work schedule represents the actual working time for a particular employee on a given day.
It can differ from the employee's agreed daily working time stipulated in the work contract or
collective agreement.
In the following steps, you set up daily work schedules.

Define Break Schedules

In this step, you define work break schedules for your enterprise. You can specify exactly
when breaks may be taken within the daily work schedule, and whether they are paid or
unpaid.

Activities
1. Check the standard work break schedules.
2. Create new work break schedules if necessary.
a) Assign your work break schedules to grouping 01 for daily work schedules.
b) Enter the name of your work break schedule in the Work break schedule
field.
c) Assign as many planned working time breaks as you wish to your break
schedule, and a maximum of four overtime breaks, and number them
sequentially.
d) Enter the start and end times of the break in the fields provided.
e) Specify the break duration for each break type in the Unpaid break period or
Paid break period fields (in industry minutes).
f) Use the P field to indicate breaks after 12 midnight during night shifts.
g) If the break does not have to be taken at a specific time but after x hours of
work, enter the number of hours in After hrs. The Start and End fields remain

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empty in this case. In the standard system, the start of planned working time is
taken as the starting point for calculating dynamic breaks. You can change this
in time evaluation.
h) If you only want selected breaks to be processed in time evaluation, enter
an indicator of your choice in the Type 1 or
Type 2 field. Use operation TFLAG to specify which breaks should
be taken into account in time evaluation, according to the entries
in the Type 1 and Type 2 fields.
i) Enter "0" in field Type 1 for breaks outside of planned working

Define Daily Work Schedules

In this step, you define daily work schedules for your enterprise. By entering the planned
working time, the system calculates the planned hours for one day, taking the break schedule
into consideration.

You also define daily work schedules for availability in this step.

Activities
1.
2.
3.
4.

Copy a suitable daily work schedule from the SAP samples.

Change the copied daily work schedule to reflect your desired daily working time.
Enter a Personnel subarea grouping for daily work schedules.
In the Daily work schedule field, enter the following data:
o ID for the daily work schedule
o

Name of a variant if the daily work schedule is a variant of an existing one

Applicable name for the daily work schedule

5. In the Planned working hours field, enter the working time that an employee has to
work each day.

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By entering the working time, the planned working hours are calculated by the system.
Paid break times are added and unpaid breaks are deducted.
6. Select the Planned working hours = 0 field if this daily work schedule reflects a nonworking day.
7. If you want to create a basic variant of a daily work schedule, you can enter a rule
number or name for a daily work schedule selection rule in the Daily work schedule
selection rule field, from which the daily work schedule variants are determined.
8. Enter the desired working time using one of the following definitions of working
time:
a) Fixed working time
b) Flextime
o Enter the times you want to use to calculate the planned working hours in the
Normal working time field. No entries should be made here for other daily
work schedules.
o

Enter up to two core times in the Core time 1 and Core time 2 fields.

c) Breaks
In the Work break schedule field, enter the break schedule containing your
desired break times.

d) Tolerance times
In the Start of tolerance and End of tolerance fields, enter the tolerance times
if postings within a given tolerance timeframe should be adjusted to the start
or end of planned working time in time evaluation.

9. Enter a valuation.
You can use the Minimum working time, Maximum working time, Compensation time
and Additional hours fields in the personnel calculation rules in time evaluation.
10. Classify the daily work schedule for time wage type selection or time evaluation
using a value from 0-9.
Based on the work schedule class, you can then specify special regulations in time
wage type selection or time evaluation.
11. Select the Automatic overtime if you want working time that exceeds the
specified planned working time to be valuated as overtime in time evaluation.
The personnel calculation rule T015 calculates overtime in time evaluation.
12. If you use the Overtime infotype (2005), you can use the Reaction to overtime and
Reaction to overtime in core time fields to set reaction indicators for flextime daily
work schedules.

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Period Work Schedules

A period work schedule is made up of a sequence of daily work schedules over a defined
period.
Period work schedules can extend over one week, several weeks, or a period that is not
divisible by seven.

Work Schedule Rules and Work Schedules

A work schedule rule is a precise description of the work schedule that specifies the working
times of a group of employees.
A work schedule rule is assigned a period work schedule, which in turn is made up of daily
work schedules. Rotating shifts are set up by assigning a period work schedule to several
work schedule rules.
Work schedules are not stored all at once, but stored for each month. The work schedule is
created regardless of the length of the period work schedule and is not person-specific.

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Define Employee Subgroup Groupings

The employee subgroup grouping for work schedules allows you to group several employee
subgroups and base their work schedules on the same rules.
Requirements
You must first create employee groups in the Maintain employee group step.
You must first create the employee subgroup grouping in the Define, copy, delete, check
employee subgroup step.
Activities
1. Choose Define employee subgroup grouping. Check the existing groupings.
2. Decide how you want to group your employee subgroups for work schedules.
3. Choose Group employee subgroups for work schedules. Define the groupings.
4. Enter the employee subgroup grouping for work schedules in the Employee
subgroup grouping field.

Define Groupings for the Public Holiday Calendar

In this step, you define the personnel area and personnel subarea grouping for the public
holiday calendar. This allows you to assign a unique public holiday calendar to a personnel
area or personnel subarea.
Activities
Group your personnel areas and subareas for public holiday calendars.

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Set Work Schedule Rules and Work Schedules

In this step, you define the work schedule rules that are assigned to employees in the
Planned Working Time infotype (0007). The employee subgroup and personnel subarea
groupings for work schedules and the public holiday calendar are taken into account.

Activities
1. Check the sample entries in the standard system.
2. If necessary, create new entries.
a) Call the detail screen to create new work schedule rules by choosing the
New entries function.
b) Make entries in the Employee subgroup grouping, Holiday calendar ID, and
Personnel subarea grouping fields, and enter an appropriate validity period.
c) Enter a name for the work schedule rule in the Work schedule rule field.
d) Enter the agreed working time per day, week, month, and year in the
"Working time" block. Under Working hours per day, you can enter a different
number of planned working hours than is specified in the daily work schedule.
Your entries can be accessed in the Planned Working Time infotype (0007), and
can be queried in Time Evaluation and Payroll.
e) Enter the appropriate rule in the Rule for day types field.
f) Enter the period work schedule for the work schedule rule in the Period
work schedule field.
g) In the Reference date field, enter a date to indicate the start of your period
work schedule.
h) In the Starting point field, enter the number of the day in the period work
schedule on which you want the reference date to fall. If you want it to be the
fourth day of the third week in the period work schedule, enter 2*7+4=18.

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Generate Work Schedules Manually

You generate work schedules in this step. You can also change or delete existing work
schedules.
Example
You want to generate the "ACB SUOF" work schedule for two years.
Requirements
You have grouped your employee subgroups for work schedules

You have defined groupings for the public holiday calendar

You have grouped your personnel subareas for work schedules

You have created work schedule rules

Activities
1. Enter the employee subgroup grouping
2. Enter the public holiday calendar ID
3. Enter the personnel subarea grouping
4. Enter the work schedule rule you want to generate
5. In the Calendar month from - to fields, enter the time span for which you want to
generate, change or delete the work schedule

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Set Default Value for the Work Schedule

If you are assigning a planned working time to an employee for the first time, you can use a
feature to generate a default work schedule according to the employee's organizational
assignment.

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Absences Types creation

In this section, you store all information required for defining and recording absences.
Absences are paid or unpaid planned working times during which the employee has not
worked. They therefore represent an deviation to the employee's work schedule. See also the
section on Work Schedule Rules and Work Schedules.

Group Personnel Subareas for Attendances and Absences

In this step, you group your personnel areas and subareas for attendance and absence types.
Activities
1.
2.

Decide whether one grouping is sufficient in your enterprise.

Set up further groupings if required.

Define Absence Types

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In this step, you define absence types for your different personnel subarea groupings. You
can also define the checks the system performs when you enter an absence.
Example
You want to define the Educational leave absence type for a particular personnel subarea
grouping. When this absence is recorded for an employee and the start or end date is a day
off, the system should reject the entry.
Activities
1. Decide which absence types you want to define for your enterprise.
2. Decide how the system should react in each of the following situations:
a) The first day of the absence is a day off
b) The last day of the absence is a day off
c) The entire period consists of days off
3. Enter the minimum duration of the absence in the Minimum number of days field.
If you want to define an absence, which can last less than one day (e.g. leave), enter
000 in this field.
4. In the Maximum number of days field, you can limit the duration of an absence
(e.g. illness with continued pay).
o Default value 999 - unlimited absence
o

Default value 000 - only absences of less than one day

5. Activate the Second date obligatory field, if you must specify the end date as well
as the start date when you are assigning the absence type.

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Another Leave type other conditions stated below

Determine Entry Screens and Time Constraint Classes

Use the data entry screen number for an absence to determine which screen (entry screen) is
used to enter, display and maintain a record of this particular absence type.
The time constraint class controls the system reaction if a new record in the Absences
infotype (2001) overlaps with existing time infotype records.

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Define Counting Classes for the Period Work Schedule

In this step, you define counting classes for your period work schedules, which are used to
valuate attendances and absences. You can query the class in Define Rules for Absence
Counting.
Use different counting classes for period work schedules with very long daily work schedules
(10 hours) and many days off. In this case, more than 1.00 leave days is calculated for each
workday.

Group Employee Subgroups for Time Quotas

In this step, you group your employee subgroups for time quota types.
Employee subgroups for which the same attendance and absence quota types are defined are
assigned to the same grouping for time quota types.
Example
Your employee group 1 with employee subgroup DA is to be assigned to grouping 1 for time
quota types.

Activities

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1. Decide whether one employee subgroup grouping for time quota types is adequate.
2. Group your employee groups and subgroups for time quota types.

Group Personnel Subareas for Time Quotas

In this step, you group your personnel subareas with regard to the permissibility of time
quota types.
Personnel subareas for which the same attendance and absence quota types are defined are
assigned to the same grouping for time quota types.

Group Personnel Subareas for Time Quotas

In this step, you group your personnel subareas with regard to the permissibility of time
quota types.
Personnel subareas for which the same attendance and absence quota types are defined are
assigned to the same grouping for time quota types.
Activities
1. Decide whether one personnel subarea grouping for time quota types is adequate.
You can define additional groupings later, if necessary.
2. Group your personnel areas and subareas for time quota types.

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Define Absence Quota Types

In this step, you define the valid absence quota types (entitlement to time off and leave
types) for your employee subgroup and personnel subarea groupings for time quota types.

Activities
1. Decide which types of entitlement to time off your employees have.
2. Define the absence quota types you want to use based on the groupings.
Use the SAP standard entries as a guide. If necessary, define additional absence quota
types.
3. In the field Unit of Time/Measurement define whether you want the entitlement to
time off to be maintained in hours or in days.
4. Assign a time unit to the quota type.
5. If you define an absence quota type with a time unit in hours, you can enter default
values for the start and end times. These are proposed in the Absence Quotas infotype
when you enter absence quotas.
Example: In your enterprise, employees are only allowed to take time off for
overtime in the afternoon. Enter 12:00 (noon) to 24:00 (midnight) as the default
values for start and end times.

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6. Enter the time constraint class for the absence quota type. The step Specify
System Reaction to Overlapping Time Infotypes contains information on the concept
of defining time constraint classes.
7. In the field Negative deduction to, specify whether and to what extent there can be
negative deduction of entitlement to time off.
9.
In the Rounding field, specify how absences of less than one workday should be
deducted from a quota which is maintained in whole days.

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Quota Deduction Using Attendances/Absences

In the following steps, you specify rules for deducting quotas.

Define Deduction Rules for Absence and Attendance Quotas

In this step, you define the rules according to which attendances and absences are to be
deducted from the attendance/absence quotas.
Quota deduction does not depend on individual attendance/absence types, but is determined
by the Counting rule for attendance/absences that is assigned to an attendance/absence
type. There are two variants of these counting rules:
1. Deduction rules used for deducting quotas until existing entitlement is used up.
2. Deduction rules used for deducting quotas over and above the existing entitlement
when the quota named in bullet point #1) is used up.
See also: Assigning deduction rules to counting rules

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Activities
1. Enter the Employee subgroup grouping and the Personnel subarea grouping for time
quota types for which you want the deduction rule to be valid.
2. Enter the deduction rule. Use an easy to recognize name so that you can easily
remember your rule.
Make sure to specially Indicate deduction rules that can be used to enable deduction
over and above entitlement. This will make it easier to assign deduction rules to the
counting rules.
3. Enter the unit for the attendance/absence quota types that are to be deducted
using this rule.
4. If required, enter the attendance/absence quota types that should be deduction
using this rule.

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Assign Deduction Rules to Counting Rules

In this step, you assign quota deduction rules to counting rules. All absences and attendances
with quota deduction that are counted using the selected counting rule are processed using
these deduction rules.
As well as a deduction rule for deducting the employee's quotas with an entitlement greater
than 0, you can also specify a deduction rule for all quota types for which the corresponding
infotype records can be deducted over and above the entitlement.

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Activities
To get a better overview, you can access a view cluster in this step. This allows you to check
the entries you have made so far.
1. Call the Counting Rule view. To do this, choose Counting rule under Navigation.
2. Choose the required counting rule.
3. Under Quota deduction, enter the deduction rule that applies until the employee's
quota entitlements have been used up.
4. If required, enter the deduction rule for the absence and attendance quota types
that can be deducted over and above the entitlement.
The deduction rules in the Within entitlement and Over entitlement fields must
deduct absence and attendance quotas using the same time unit. This applies to all
sequential numbers of a counting rule.
The deduction rules for absence and attendance quotas can deduct in different time
units.

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Assign Counting Rules to Absence Types

In this step, you determine which rule for attendance or absence counting should be used for
each attendance/absence type.
Note: Depending on the entries made here, the attendance or absence is either counted
using the old rule (T554X) or the new rule (Set counting rules).

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Activities

Old counting rule

Assign the leave absence to a grouping of attendance/absence types for counting. You
use this to group the absence types according to the requirements you have of
counting.

New counting rule

Enter the counting rule you want to use to count the attendance/absence.

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Defining Generation Rules for Quota

These are the Rules where we can define the quota generation automatically or accrual
based. This is based on the requirement and the number to be generated with validity period
conditions.

Set Base Entitlements

In this step, you set rules for determining the total entitlement (base entitlement) to an
absence quota type. The base entitlement forms the basis for calculating the prorated leave
or absence entitlement for each accrual period.
If you determine the base entitlement according to the employee's age or seniority, you enter
a constant expressed in days or hours.

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Activities
1. Under Define base entitlement; determine the employee groupings for which you
want to specify a base entitlement.
2. Define a rule for the base entitlement
3. Enter a sequential number if you want to create a number of different rules for
determining the base entitlement according to the age or seniority interval
4. If applicable, enter the age or seniority intervals to which you want the base
entitlement to apply; the intervals are inclusive
If you do not make any entries here, the base entitlement is determined
independently of the employee's age or seniority
5. Enter a constant for the base entitlement, or if you use time evaluation, a day or
period balance from which the system can read the base entitlement
6. Enter the base period; this is the period for which the base entitlement is valid
7. If you want the base entitlement to be calculated during time evaluation, create
the prerequisites: Use the Refine calculation of base entitlement activity to create a
personnel calculation rule in which you specify the entitlement according to further
organizational assignments, for example. Use the Adapt schema activity to insert the
personnel calculation rule in your time evaluation schema before functions CUMBT and
QUOTA

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Quota type selection rule group

You can use the quota type selection rule group to control absence quota type selection based on the employee's
organizational assignment.
Using different quota type selection rule groups, you can set specific rules for quota generation.

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Maximum total entitlement

Use
Specifies the maximum entitlement that the corresponding quota type may contain after the transfer of the
accrued entitlement in the Absence Quotas (2006) infotype.

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Deduction interval
The deduction interval specifies the period in which an employee can deduct records in the
Absence Quotas infotype (2006) that have been created during time evaluation (2006).

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Determine Validity and Deduction Periods

In this step, you decide which validity and deduction periods you want to be valid for an
Absence Quotas infotype record (2006) created by the system. You do this for each absence
quota type.
The deduction from and deduction to dates define the period in which the absence quota can
be reduced by an absence. It need not be identical to the validity period, and can exceed it.
You only specify a validity period for absence quotas that are generated during time
evaluation. Fields for entering the validity period are therefore only available for absence
quotas for which you have selected replace or increase in the Generating quotas allowed in
time evaluation step.
The validity period represents the period for which the time off entitlements are filled in one
infotype record. If no entitlement of this type has been generated or if the validity period has
been exceeded, a new record is created.
You have a certain amount of flexibility in defining validity periods. The validity period can
be:
A fixed period such as a calendar year or the time evaluation period

Employee-dependent period, such as the payroll period or the date type

A period defined in the quota selection rule, such as the accrual period

A period you have defined in Customizing, such as the period parameter

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Validity interval
By entering the validity period, you specify the valid from and valid to date of the record
from the Absence Quotas infotype (2006) that is created during time evaluation for the
specified absence quota type.
Use

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Use
By selecting the relevant field, you can specify whether you want the absence quota type to
be generated in time evaluation and how you want it to be generated.
If you select the No gen. (no generation) field, the absence quota type is not generated in
time evaluation. In this case, you maintain the absence quota values manually in the Absence
Quotas infotype (2006).

QUOMO Determining Quota Type Selection Rule Group

Object
Feature
Task
The absence quota type selection based on the employee's organizational assignment is
controlled separately using the quota type selection rule group.
Specific rules for quota selection can be set up and stored using different quota type
selection rule groups.

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Use
Quota type selection takes place in the time evaluation schema using function QUOTA.
Procedure
The confirmation value of the feature is a two-digit numerical quota type selection rule
group.

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Define Attendance Types

In this step, you define attendance types for a personnel subarea grouping for
attendance/absence types. It also describes how to determine the system reaction to
attendances recorded for a day or a period when the employee has time off.
Activities
1. Create a list of the attendance types required in your enterprise.
2. Define the system reaction in the following situations.
a) The first day of the attendance is a day off.
b) The last day of the attendance is a day off.
c) The entire period consists of days off.
3. Specify the minimum attendance period in the In the Minimum number of days
field.
If you want to specify that the attendance may last lass than one day (off-site work,
for example), enter 000 in the field.
4. In the Maximum number of days field, you can enter the maximum permitted
duration of an attendance (a seminar or training course, for example).
Default value 999 - attendance time is not limited
Default value 000 - only attendances of less than one day are permitted
5. Activate the Second date obligatory field if you want to specify that the end of the
attendance record should be entered in the Time data or Master data menu.

Determine Entry Screens and Time Constraint Classes

The Entry screen number for an attendance determines which screen is used to enter, display
and maintain a record of a particular attendance type.
The time constraint class controls the system reaction if a new record in the Attendances
infotype (2002) overlaps with existing time infotype records in the system.
Activities
1. Make sure that the correct screen numbers are assigned to all attendance types.
This is especially important if you want to implement quota deduction.
2. Correct the entries if necessary.

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3. Specify the time constraint class for the attendance type. The section Specify
System Reaction to Overlapping Time Infotypes contains information on the concept
of defining time constraint classes, using absences as an example.

Define Counting Rules

In this step, you define rules for counting attendances and absences. The rules are used to
determine the payroll days and hours for an attendance or absence. The payroll days and
hours that have been counted are used to control the deduction of quotas. They can be used
in Payroll to valuate the absence.
Activities
1. Choose the Counting rule view.
2. Specify the groupings for which the counting rule is valid.
3. Define the counting rule. Use a name that makes it easy to identify the rule.
4. If you want to specify several individual sub-rules for a rule, enter a sequential
number.

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5. Enter the conditions for the current day if you want attendances and absences to be
counted differently on certain days.

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Assign Counting Rules to Attendance Types

In this step, you determine which rule for attendance or absence counting should be used for
each attendance/absence type.

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115

4. Payroll
Glossary
AlGrp
BBP
CI
CAP
EE
EG
ER
EDLI
ESG
HRA
IMG
INVAL
LTA
LTC
PA
PSA
PCR
PF
RAPs
RPFC
PTax
WT

Allowance Grouping
Business Blueprint
Configurable Item
Collective Agreement Provision
Employee
Employee Group
Employer
Employee Deposit Linked Insurance
Employee Subgroup
House Rent Allowance
Implementation Guide
Indirect Valuation
Leave Travel Allowance
Leave Travel Concession
Personnel Area
Personnel Subarea
Personnel Calculation Rule
Provident Fund
Reimbursements, Allowances & Perks
Regional Provident Fund Commissioner
Professional tax
Wage Type

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B A S I C PAY
General Information
This section describes the Configurable Item in brief:IMG Path

Personnel Management
Payroll Data

Personnel

Name of the BBP Process

Configurable Items Earnings (9.4)

Administration

Basic Pay
This section describes the Configurable Item in detail:Purpose
In this section, input values for the Basic Pay infotype (0008) shall be created which
will be used for Payscale classification and standard pay increase.
Description
Monthly regular earnings of the employees are created in the Basic pay Infotype.
Wage types will be defaulted based on the wage type models assigned to Employee
Subgroups (Reference: LGMST Feature) are created in this Infotype. Also wage types
which will be defaulted based on the data maintained in Infotype: 581
(HRA/COA/CLA) and Infotype: 583 (Car & Conveyance) are incorporated in this basic
pay infotype.
Explanation

Go to Personnel Management Personnel Administration Payroll Data

Basic pay

Infotypes
Populated

0008

Tables
storing
relevant
data

V_503 B (EE Subgroup Grouping for PCR & CAG Provisions)

Basic Pay Infotype.

V_T510A (Payscale Type)

V_T510G (Payscale Area)

Relationship Not Applicable

with Other
Nodes

117

Remarks
Unlike other Infotypes (0014, 0015) Basic pay Infotype cannot be delimited.

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Define EE Subgroup Grouping for PCR and Coll.Agrmt.Prov.

This section describes the Configurable Item in detail:Purpose
In this step, groupings for the personnel calculation rules and collective agreement
provisions for all employee groups and subgroups shall be defined.
Description
Employee subgroups (ESG) are grouped for the purpose of Personal Calculation Rule
(PCR) and for Collective Agreement Provision (CAP). ESG for CAP is a parameter
among the Five used for determining the Payscale Grouping for Allowances of the
employee.
Since, only officers payroll is in the scope of SAP 3: Salaried Employees is assigned
to all Employee Groups and Employee Subgroups.
Explanation

1. Click on IMG Activity button

to Define EE Subgroup Grouping

for PCR and Collective Agreement Provisions.

2. Enter country grouping 40 in the sub screen determine work

area and Click (Enter)

3. Enter 3 each Columns ESG for PCR and ESG for CAP, against EE
Group and EE subgroup.
4. Click on Save Button

to save your entries.

5. Click on back (F3) button

Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. Table: V_503_B

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen

Basic Pay Infotype.

Configuration Description about EE Subgroup grouping for PCR & CAP

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IMG Path to define PCR & CAP for ESG.

Configuration of ESG for PCR and CAP.

120

Remarks
The meanings of the grouping for the personnel calculation rule are fixed and must
not be changed.

1.1

Payscale Type

This section describes the Configurable Item in detail:Purpose

In this step, Payscale Types for TAYO ROLLS LIMITED shall be defined. This key helps in
determining Payscale structure of the employees.
Description
Payscale types shall be decided based on the Collective Agreement Types. This can be
decided based on the type of Payscale structure applicable to the Industry, Location
and Employee group.
The Basic Pay in infotype 0008 is derived from the pay scale type.
Explanation

Click on IMG Activity button

to Define Payscale Type

Enter Payscale Type and Payscale Type text in the appropriate columns
in the screen Change View Payscale Type.
Click on Save Button

to save your entries.

Click on back (F3) button

Infotypes
Populated

0008

Tables
storing
relevant
data

Table: V_T510A

to come out of the screen

Basic Pay

Relationship Not Applicable

with Other
Nodes
Configuration Description of Payscale Type

121

IMG path - Payscale Type

Configuration of Payscale Types

Remarks
Delete any entries you do not require.
Set up the pay scale types with the appropriate data according to your requirements

Payscale Area
This section describes the Configurable Item in detail:Purpose
In this section, Payscale areas for TAYO ROLLS LIMITED shall be determined. This will
be based on the geographical applicability of wage types.
Description
Payscale areas shall be decided based on the geographical location affects the
compensation of the employee. This can be determined based on the Collective
Agreement and location based requirements of TAYO.

Explanation

1. Click on IMG Activity button

Check Payscale Area.

2. Enter Payscale Area and Payscale Area text in the appropriate

columns in the screen Change View Payscale Area.
3. Click on Save button
4. Click on Back button
Infotypes
Populated

0008

Tables
storing

Table: V_T510G

(Ctrl + S) to save entries made.

(F3) to come out of the screen

Basic Pay

122

relevant
data
Relationship Not Applicable.
with Other
Nodes
Configuration Description - Payscale Area

IMG Path for Payscale Area Configuration

Payscale Area configuration table.

Remarks
Delete any entries you do not require.
Set up the pay scale areas with the appropriate data according to your requirements

Check Assignment of Payscale Structure to Enterprise Structure.

This section describes the Configurable Item in detail:Purpose
In this step, Payscale types and areas can be assigned to Personnel Areas and
Personnel Subareas based on the applicability. This helps in defaulting Payscale Type
and Payscale Area while performing Hiring and Transfer Actions.

123

Description
Payscale Types and Payscale areas shall be assigned to Personnel Areas and Personnel
Sub areas based on the applicability. This is a link created between the Payscale
structure and Enterprise Structure. The Payscale Area and the Payscale Type can be
assigned to the personnel area and personnel sub area that have already been
configured.
This node cannot be maintained where more than one combination of Payscale type
and Payscale area are assigned to a combination of Personnel Area and Personnel
Subareas. This assignment is possible at the IT8 level only.

Explanation

1. Click on IMG Activity button

Structure to Enterprise Structure.

Check Assignment of Payscale

2. Enter Payscale Area and Payscale Type (Codes) against each

Personnel Area / Personnel Sub Area in the subsequent screen
opened.
3. Click on Save button
4. Click on Back button

(Ctrl + S) to save entries made.

(F3) to come out of the screen

Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. Table: V_001P_C

Relationship
with Other
Nodes

1. Check

Pay

Scale 2.4

2. Check
Area

Pay

Scale 2.5

Type

Basic Pay

Configuration Description Assignment of Payscale structure.

124

IMG Path for assigning Payscale Structure.

125

Assignment of Payscale Structure to Enterprise Structure configuration table.

Remarks
This node shall be configured only in case of One combination of Payscale Area and Payscale Type for a combination of Personnel
Area and Personnel Subarea.
One combination of Payscale Area and Payscale Type for multiple combinations of
Personnel Area and Personnel Subarea.

126

Determine default for Payscale Data (TARIF)

This section describes the Configurable Item in detail:Purpose
In this step, you define how default values are determined for collective agreement
types and areas (pay scale types and areas for short).

Description
Feature provides default values based on the decisive operations. TARIF Feature
provides default Payscale Type and Payscale Area based on the decisive operations
defined (Country Grouping, Company Code, Personnel Area, Personnel Sub Area,
Employee Group and Employee Sub Group). This feature helps in defining more than
one Payscale Type and Payscale area to Personnel Area / Personnel Area based on
Employee Group / Employee Subgroup.
Feature helps in reducing data entry.
n

Explanatio

1. Click on IMG-Activity Button

Data to configure Feature TARIF.

Determine Default for Payscale

2. Select TARIF

in

the decision tree displayed and Click on Create

or Choose F5.

3. Choose field for decision operation in sub screen TARIF: Choose

node type for new nodes and Click on

(Enter).

4. Choose WERKS from the displayed list and press Enter button

which will display

in the tree structure.
(Note: select decision criteria based on the suitability, from the
subsequent Screen, Field selection for decision operation).
5. Select

in the tree structure and Click on Create

which will lead to list of Personnel Areas screen.

(F5)

6. Choose Applicable Personnel Areas from the list of Personnel Areas

in the subsequent screen and Click on

(Enter). All the Selected
Personnel Subareas will be displayed in the tree structure.
7. Select one of the Personnel Areas displayed in the tree structure

and Click on Create

(F5) which lead to sub screen TARIF:
Choose node type for new nodes and click on
(Enter).
8. Choose field for decision operation in sub screen opened and Click

on

(Enter).

9. Choose BTRTL from the decision criteria list and click on Create

(F5) which displays list of Personnel Subareas related to that

127

Personnel Areas.
10. Select required personnel Subareas displayed in the tree structure

from the list and Click on

structure.

(Enter) button to display in the tree

11. Select one of the Personnel Subareas and Click on create

(F5)
which lead to sub screen: TARIF: Choose node type for new nodes.

12. Choose field for decision operation in sub screen opened and Click

on
(Enter Button). Select PERSG from the decision criteria list
displayed in the Filed selection for decision operation screen and
Click on
(Enter Button), which will display
in the tree structure.
13. Select

choose create

in the displayed tree structure and

(F5) which lead to sub screen Values for PERSG.

14. Enter required/applicable Employee Groups in the values Table

and choose

(Enter Button) to display in the tree structure.

15. Select one of the Employee Groups and choose create

(F5)

button, which will open Choose Node Type for New Nodes.
16. Choose Return Value in the sub screen and click on

(Enter
Button) which lead to sub screen: Return value for field value.

17. Enter default value in the combination of Payscale Type / Payscale

Area in the Enter a Value Row and click on

will be reflected in the tree structure.

(Transfer) which

18.Repeat the same steps to create default values for all the
Personnel Areas/Personnel Subareas/Employee Groups.
19. Choose

Otherwise Node (which was created

automatically in the tree structure) and click on
lead to sub screen: Choose Node for New Nodes.

by system
(F5) which

20. Choose Return Value in the sub screen opened and Click on

(Enter) which lead to another sub screen: Return value for Field
Value otherwise.

21.Enter Payscale Type / Payscale Area which has to be defaulted or

enter
--/-- incase of no value to be defaulted.
22. Click on

(Ctrl + F2) to check whether customized feature is

correct or not. If the message shows decision tree is error free
choose
(Ctrl +F3) to activate or save the feature.

23. If default value applicability is changed during the period, select

the value to be changed and Choose

(Shift + F3), which lead to
sub screen: Change return value for field value.
128

Infotypes
Populated

1. 0008

Basic Pay

Tables
storing
relevant
data

1. Table: V_001P_C

Relationship
with Other
Nodes

1. Check

Pay

Scale

Pay

Scale

Type
2. Check
Area

Configuration Description about Feature: TARIF.

IMG path for customizing TARIF Feature.

Tree structure of TARIF Feature.

129

Remarks
This is not a mandatory and this assignment can be at employee level.

130

Revise Payscale Groups & Levels

This section describes the Configurable Item in detail:-

Purpose
In this step, you represent the collective agreement governing payment of your employees in
the SAP system. This grouping shall be based on the Payscale Area, Payscale Type, Payscale
Group and ESG grouping determined earlier.

Description
Payscale Groups & Levels shall be decided based on the Payscale Type and Payscale Areas and
compensation structure applicable. Indirect Valuation of Wage Types in Basic Pay Infotype
(INVAL A Default Amount) shall be entered here. This Grouping can be done based on the
Employee Subgroup grouping for Collective Agreement Provisions, Payscale Group, Payscale
Level, Payscale Type and Payscale Areas.
Explanation

1. Click on IMG Activity Button

to enter Revise Payscale groups & levels.

2. Enter Payscale Area and Payscale Type in the appropriate fields of the
subsequent screen Determine Work Area: Entry.
3. Click on Enter Button
Groups screen.

which will lead to Change-View Payscale

4. Click on
and Enter ESG Grouping, Payscale Group,
Payscale Level, Wage Type, Start date, End date and Default amount
(where ever necessary).
5. Save data by clicking on
6. Click on Back button
Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. Table: V_T510

Relationship
with Other
Nodes

1. Check Pay Scale Type

or by pressing Ctrl + S.

(F3) to come out of the screen.

Basic Pay

2. Check Pay Scale Area

3. Create Wage Types

Configuration Description about Revise Payscale groups & levels.

131

To enter Payscale type and Payscale Area.

To enter Payscale type and Payscale Area.

Assignment of eligible wage types to Payscale structure.

132

Remarks
Before configuring this node, first Wage Types for Basic Pay Infotype (0008) Permissibility shall
be created.

Create Wage Type Catalogue

This section describes the Configurable Item in detail:-

Purpose
In this step, Wage Types for infotype Basic Pay (0008) can be created by copying the model
wage types in the standard system.

Description
Wage types are nothing but salary/pay components of the employee remuneration. Only
wage types, which are to be used in infotype Basic Pay (0008) shall be created here. There
are two types of wage types are available in SAP: Technical Wage Types and Model Wages
Types.
Technical wage types starts with / and Model Wage Types starts with M. Always
Wage Types shall be copied from Model Wage Types. For example, to create Basic Pay Wage
Type choose MB10 Model wage Type.
Explanation

1. Click on

Create Wage Type Catalogue.

2. Select
3. Click on.

in the Wage Type Maintenance Screen.

to enter Copy Wage Type Screen.

4. Click on Radio Button to get list of Model Wage Types.

appropriate Model Wage Type.

Select

5. Enter Wage Type Number and Text and Short Text in the appropriate
columns.
6. Remove Flag Mark from Test Run Indicator.
wage types.
7. Click on Copy Button
8. Ensure Error Status is
9. Click on

before copying

.
in Copy Wage types screen.

to come out of the screen.

10. Select
in the Wage Type Maintenance Screen. Enter Wage
Types to be deleted in the Delete wage Type Column. Remove Test Run
Indicator before clicking on the
Infotypes
Populated

1. 0008

Tables

1. Table: V_T511

to delete wage type.

Basic Pay

133

storing
relevant
data

2. Table: V_T512T

Relationship
with Other
Nodes

Not Applicable

3. Table:V_512W_D

Configuration Description about Creating wage type catalogue.

134

IMG Path to create wage type catalogue

Copying of wage types

135

Copying of wage types from Model wage types.

Copy wage types (showing errors status)

136

Remarks
Please note that Wage Types shall be copied from relevant Model Wage Types only, so that
wage type characteristics shall be copied and updated in relevant tables automatically. If
suitable wage types are not available in the system, choose most suitable/relevant model
wage types and update the required characteristics in Table:V_512W_D.

Check Wage Type Group to Basic Pay

This section describes the Configurable Item in detail:-

Purpose
In this section, assign wage types crated in this node to wage type group 0008.

Description
Model wage types are already assigned to wage type group in the standard system. While
copying wage types some wage types shall be grouped in Basic Pay Infotype and some are in
other Infotypes like 0014 & 0015. Wage types which are created for Basic Pay Infotype
purpose shall be checked and assigned here, if not automatically updated.
Explanation

Click on
for wage type group Basic Pay Infotype Screen.
Check all wage types under this group are reflecting are not.
If some wage types are not found, Click on
, and enter the missing
wage type code in the wage type Column.
Click on Save button
(Ctrl + S) to save entries made.

Infotypes
Populated
Tables
storing
relevant
data

Click on Back button

(F3) to come out of the screen.
0008
Basic Pay
VV_52D7_B_0008_AL0

Relationship Not Applicable

with Other
Nodes
Configuration Description- Grouping of wage types in Infotype 0008.

137

Path to check Basic Pay wage type group.

138

139

List of wage types in 0008 wage type group.

140

Remarks
If wage types shall be moved from one wage type group to another wage type group this table
shall be updated first.

Check Wage Type Text

This section describes the Configurable Item in detail:-

Purpose
This section allows for changing the text of the wage type.

Description
Changing of Wage Types Text and Short Text can be changed here based on the requirements
like change in Wage Type Name, Wrong Entry of Wage Type Text etc.
Explanation

Infotypes
Populated
Tables
storing
relevant
data

Click on
for Check Wage Type Text screen.
Check and Update required Wage Types Long Text and Short Text.
Click on
to save the changes made.
Click on Back button
(F3) to come out of the screen.
0008
Basic Pay
V_512W_T

Relationship Not Applicable

with Other
Nodes
Configuration Description Modification of wage type text.

Path to check wage type text.

141

To check & modify wage type text.

Remarks
Wage type short texts are used when printing out payroll accounts.

Check Entry Permissibility Per Infotype

This section describes the Configurable Item in detail:-

Purpose
This section allows you to define the date on which wage types may be entered.

Description
Entry permissibility of the wage types for Basic Pay Infotype shall be entered here. Depending
on the (time based) requirements permissibility of the wage type shall be updated by entering
the desired date in Start Date field of the particular wage type.
Explanation

1. Click on IMG Activity button

to check entry permissibility of wage
types in Basic Pay infotype 0008.
2. Check and Update required Wage Types and start date in the
appropriate column.
3. Click on

to save the changes made.

4. Click on Back button

Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. V_T512Z

Relationship
with Other
Nodes

1. Not Applicable

(F3) to come out of the screen.

Basic Pay

Configuration Description about permissible wage types in Infotype:8.

142

Path to check permissible wage types in Infotype: 0008.

To check and update permissible wage types in Infotype: 0008.

Remarks
Enter default end date for each wage type as 31.12.999.

Check Wage Type Permissibility for each ESG & PSA

This section describes the Configurable Item in detail:-

Purpose
In this section, you can define which wage types may be entered for primary wage type
groupings. Permissibility of wage types to Employee groups shall be assigned in this node
based on the requirements.

143

Description
Permissibility of wage types to Employee Subgroups and Personnel Sub areas shall be
configured here. Permissibility values shall be assigned based on the groupings of
Employee Subgroups and Personnel Subareas to Primary wage type. There are 3 types
indicators provided in the system. Wage type is totally permissible if indicator: 1 is
put in the appropriate column, Wage Type is permissible with warning if Indicator is 2
and if Blank wage type is not permitted. Before configuring this node, configuration of
Employee Subgroups for Primary wage types and Personnel Subareas for Primary wage
types shall be configured.
Explanation

1. Click on IMG Activity

to check wage type permissibility for each PS
& ESG in Infotype:0008.
2. Select wage type and click on

to enter permissibility indicator.

3. Enter permissibility indicator in EE Subgroup Grouping and Personnel

Subarea Groping as per the applicability.
4. Click on

to save the changes made.

5. Click on Back button

(F3) to come out of the screen.

Infotypes
Populated

1. 0008

Basic Pay

Tables
storing
relevant
data

1. V_511_B

Relationship
with Other
Nodes

1.

Employee Subgroup grouping for Primary wage types

2.

Personnel Subareas for Primary wage types.

Configuration Description: Wage type permissibility for each ESG & PSA.

To define wage type permissibility for each PS & ESG.

144

Defining permissibility for Wage type: 1000 (Basic Salary)

145

146

Defining wage type permissibility to ESG and PSA.

Remarks
Employee Subgroups for primary wage types and Personnel Subareas for primary wage types
nodes shall be configured first.
Assign appropriate indicators to wage types based on the requirement and applicability.

Check Wage Type Characteristics

This section describes the Configurable Item in detail:-

Purpose
Wage type characteristics for shall be configured in this node.

Description
Wage Type Characteristics like Payment / Deduction wage type, Minimum and Maximum
amount permissible, Indirect Valuation method of wage type, Rewritable Indicator and period
of validity of wage type characteristics shall be configured here. Wage Type Characteristics
has to be maintained individually for each wage type.
Explanation

1. Click on IMG Activity

to check / define wage type characteristics.

2. Select wage type and click on

type.

to enter characteristics for that wage

3. Enter wage type characteristics based on the requirements.

4. Click on

to save the changes made.

147

5. Click on Back button

Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. V_T511

Relationship
with Other
Nodes

1.

(F3) to come out of the screen.

Basic Pay

2.
Create Wage Type Catalogue.

Configuration Description to define wage type characteristics

Path for wage type characteristics

Selecting Basic salary wage type to define characteristics.

148

Defining wage type characteristics to Basic salary wage type.

Remarks
Wage Characteristics for each wage type shall be maintained individually for each wage type.
If overwrite indicator is marked INVAL Wages, system shall allow to over write the defaulted
amounts, otherwise changing of amounts is not possible.

Employee Subgroups for Primary wage Types

This section describes the Configurable Item in detail:-

Purpose
This section allows to combine different employee subgroups for primary wage types

Description
In order to differentiate wage types applicability to Employee Groups and Employee
Subgroups in the Company, Grouping for the primary wage types must be finalized. You can
use these groupings to specify which wage types may be entered for which employee
subgroups. These wage type grouping shall be used in configuring Define Wage Type
Permissibility for PS & ESG.

149

Explanation

1. Click on IMG Activity

Employee Subgroups for Primary wage types.

2. Enter Country Grouping 40 and choose

grouping for Primary wage type screen.

for Employee Subgroup

3. Enter Grouping details against each Employee Group / Employee Sub

Group.
4. Click on

to save the changes made.

5. Click on Back button

(F3) to come out of the screen.

Infotypes
Populated

1. 0008

Basic Pay

Tables
storing
relevant
data

1. V_503_G

Relationship
with Other
Nodes

1.

Create Wage Type Catalogue.

2.

Define Entry permissibility for each PS & ESG.

Configuration Description ESG grouping for primary wage types.

Path for Grouping of Employee subgroups for wage types.

Sub screen (country grouping)

150

Screen 1 :

Define employee subgroup grouping for primary wage types.

Remarks
Grouping shall be permitted between 0 to 9 only.
Groupings for this purpose shall be defined keeping in view of wage types in other infotypes
also.

151

Personnel Subareas for Primary wage Types

This section describes the Configurable Item in detail:-

Purpose
This section allows to combine primary wage types applicability for different personnel
subareas.

Description
In order to differentiate wage types applicability to Personnel Subareas (location based) in
the Company, Personnel Subarea Grouping for primary wage types shall be defined.
These
groupings can be used to specify applicability wage types to employees of the personnel
subarea by defining Wage Type Permissibility for PS & ESG.
Explanation

1. Click on IMG Activity

Types.

to group Personnel Subareas for Primary Wage

2. Enter Grouping details in PS Grouping Column against each Personnel

Area / Personnel Sub Area in the sub screen opened: Personnel Subarea
Grouping for Primary Wage Type.
3. Click on

(Ctrl + S) to save the changes made.

4. Click on Back button

(F3) to come out of the screen.

Infotypes
Populated

1. 0008

Basic Pay

Tables
storing
relevant
data

1. V_001P_K

Relationship
with Other
Nodes

1.

Create Wage Type Catalogue.

2.

Define Entry permissibility for each PS & ESG.

Configuration Description about PSA grouping for primary wage types.

IMG path to define grouping for Personnel Subareas.

152

153

Defining PSA grouping for primary wage types.

Remarks
Grouping shall be permitted between 0 to 9 only.
This activity is not mandatory and should be carried out only if you want to limit the entry of
wage types to certain personnel Subareas.
Groupings for this purpose shall be defined keeping in view of wage types in other infotypes
also.

Enterprise Structure for Wage Type Model (LGMST)

This section describes the Configurable Item in detail:-

Purpose
In this section LGMST Feature (Planned Remuneration specification) shall be configured.

154

Description

Feature provides default values based on certain decisive operations. This LGMST Feature
(Planned Remuneration specification) provides default wage types based on the decisive
criteria like Personnel Area / Personnel Subarea / Employee Group and Employee Subgroup.
Whenever an employee is hired / transferred to other personnel subarea, system will provide
list of applicable wage types in Basic Pay Infotype (0008).
Explanati
on

1. Click on IMG-Activity Button

Determine Default Planned Payment
Specification (Planned Remuneration) Feature LGMST.
2. Select LGMST
displayed and Click on Create

in the decision tree

or Choose F5.

3. Choose field for decision operation in sub screen LGMST: Choose node
type for new nodes and Click on
(Enter).
4. Choose MOLGA (Country Grouping) in the list of decisive operations
displayed in the sub screen: Field selection for decision operation and
Click on
(Enter/Copy).
5. Choose MOLGA displayed in the LGMST: decision tree and Click on Create
(F5), which lead to sub screen Country grouping. Choose Country
Grouping (40) India and on
(Enter/Copy), which shall copy to
decision tree structure.
6. Select (40) India in the displayed tree structure and choose Create
(F5), which lead to sub screen: 40: Choose node type for new nodes.
7. Choose Filed for decisive operations in the sub screen and Click on
(Enter) which lead to another screen: Field selection decision operation.
8. Select BUKRS (Company Code) and Choose
same to LGMST: tree structure.

(Transfer) to display the

9. Select BUKRS (Company Code) in the tree structure and Choose Create
(F5) which lead to sub screen: Company code
10. Choose Company Code form the list displayed in the tree structure and
click on
(Enter) to transfer Company code to LGMST tree structure.
11. Select Company Code & Company displayed in the tree structure and
Choose

(F5) to reach sub screen: Choose Node type for New nodes.

12. Select field selection for decisive operation in the sub screen opened and
click on
(Enter) which lead to another sub screen Filed selection for
decisive operation.
13. Choose BTRTL (Personnel Subarea) in the sub screen opened and choose
(Enter) to transfer the same to tree structure.

155

14. Select BTRTL in the tree structure and choose Choose

(F5) which will
lead to personnel subareas sub screen. Select applicable personnel
subareas from the list displayed in the sub screen opened and choose
(Enter) to transfer the selected personnel subareas to the tree structure.
15. Select one of the personnel subareas and Choose
to sub screen: Choose Node type to New Nodes.

(F5) which shall lead

16. Choose Field for decision operation in the sub screen opened and choose
(Enter) which lead to another sub screen: Field selection for decision
operation.
17. Select PERSG (Employee Group) in subsequent screen opened and choose
(Enter) transfer the same to tree structure.
18. Choose PERSG in the tree structure and Choose
(F5) which lead to sub
screen Values for PERSG. Enter applicable Employee Groups in the
appropriate columns (PERSG Table) of the sub screen opened and Choose
(Enter) to transform the values to the tree structure.
19. Select on of the Employee Groups displayed in the tree structure and
choose
nodes.

(F5) which will lead to Sub screen Choose Node type for new

20. Select Field for Decision operation in the sub screen opened and Choose
(Enter) which will lead to another sub screen Field selection for
decision operation.
21. Select PERSK in the sub screen opened and choose
transform the value to LGMST: Tree Structure.
22. Select PERSK node in the tree structure and choose
lead to Values for PERSK sub screen.

(Enter) to
(F5) which will

23. Enter list of applicable Employee Subgroups in the table displayed in the
sub screen and choose
(Enter) to transform the value to LGMST: Tree
Structure.
24. Select one of the Employee Subgroups and choose
Sub screen Choose Node type for new nodes.

(F5) which leads to

25. Select Return value in the sub screen opened and choose
enter decision criteria (wage type model).

to enter to

26. Enter applicable wage type model (20/----ILJ1) in the Enter a value filed
of the sub screen: Return value for field value E3 and choose
to
transfer the wage type model to the Employee Subgroup in the LGMST
sub screen.
27. Repeat the same steps to all the employee subgroups of all personnel
subareas to assign applicable wage type models.
28. Click on

(Ctrl + F2) to check whether customized feature is correct or

156

not. If the message shows decision tree is error free choose

+F3) to activate or save the feature.

(Ctrl

29. If default value applicability is changed during the period, select the
value to be changed and Choose
(Shift + F3), which lead to sub
screen: Change return value for field value.
Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. T539A

Relationshi
p
with
Other
Nodes

1. Revise default wage types.

Basic Pay

Configuration Description about LGMST feature.

Configuration Node for LGMST Feature.

Tree structure of LGMST Feature.

157

Remarks
Not Applicable.

Revise Default Wage Types

This section describes the Configurable Item in detail:-

Purpose
In this step, default wage types for the Basic Pay infotype (0008) shall be configured. Wage
types will be defaulted, based on the Wage type model determined for the Employee
Subgroup/Location determined in the, at the time of hiring action.

Description
Wage Type Models shall be created to default wage types for the Basic Pay Infotype (0008)
based on the Company Structure. Personnel Areas / Personnel Sub Areas / Employee Groups /
Employee Subgroups can de used as decision criteria while deciding Wage Type Models. Wage
type model is nothing but list / group of wage types applicable to the employee groups. Mode
Indicator F shall be used to Wage Types which are mandatory for the Wage Type Model and
Mode Indicator O shall be use for the wage Types which are not mandatory and these wage

158

types can be changed based on the requirement and applicability. By configuring LGMST
Feature using these Wage Type Models, system displays list of applicable wage types in Basic
Pay Infotype (0008) when ever the employee is hired, promoted and transferred to another
department / personnel area / personnel sub area. This helps in reducing Administrative
problems and reducing data entry work.
Explanation

1. Click on IMG Activity

screen.

which lead to Default wage Types for Basic Pay

2. Choose New Entries to enter details.

3. Enter Wage Type Model, Sequence No., Start and End dates, Mode
Indicator and List of Wage Types.
4. Click on

to save the changes made.

5. Click on Back button

(F3) to come out of the screen.

Infotypes
Populated

1. 0008

Basic Pay

Tables
storing
relevant
data

1. V_T539A

Relationship
with Other
Nodes

Create Wage Type Catalogue.

Enterprise Structure with Wage Type Model.

Configuration Description defaulting wage types in Infotype:0008.

Path for customisation to default wage types in Infotype:0008.

Defining default wage types for Basic pay infotype.

159

Define Valuation of base Wage Types

This section describes the Configurable Item in detail:-

Purpose
In this step, indirect valuation for wage types shall be defined based on the Module variant
mentioned in the Wage Type Characteristics node (INVAL B).

Description
Indirect Evaluation is a method to calculate the eligible amounts (default) for some of the
wage types. INVAL is the Indirect Evaluation Module used to meet the Indian specific business
requirements. INVAL with Module variant A shall be used to default fixed amounts and Variant
B
shall be used to calculate amount on percentage basis on some other wage type.
Amounts for wage types calculated on percentage basis (INVAL B) shall be configured here.
INVAL and module variants shall be maintained for required wage types in Wage Type
characteristics node.
Enter Indirect Valuation Module Name (PRZNT), Valuated Wage Type (Wage Type Code for
which amount is calculated by using INVAL - B), Enter serial no, if the amount is calculated
on wage types, start date and end date for the, Base Wage Type (on which amount is
calculated for valuated wage type) and percentage (to be calculated on base wage type).
Explanation

1. Click on IMG Activity button

Define valuation of Base Types to enter
Base wage Type Valuation Screen.
2. Click

to enter details regarding Wage Types with INVAL B.

3. Details of module name, valuated wage type, base wage type and
percentage in the appropriate fields of the table as mentioned in the
below mentioned screen.
4. Click on

to save the changes made.

5. Click on Back button

(F3) to come out of the screen.

6.
Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. V_T539J

Relationship
with Other
Nodes

1.

Basic Pay

2.
Wage Type Characteristics.

Configuration Description Indirect valuation of wage types.

160

Screen shot

IMG path to configure INVAL B for wage types.

Defining INVAL- B (percentage evaluation) for wage types.

Remarks
INVAL details shall be entered for required wage types in Wage Type Characteristics, specify
Percent in Time / Measurement Unit and requirement of overwrite Indicator.
Unlike the wage types that are evaluated through INVAL A, where a wage type can have
different values for different groupings, here a wage type can have a single relationship for
all Allowance groupings.

User Exit: PA/Recruitment : Default Values and Checks

This section describes the Configurable Item in detail:-

Purpose
This SAP Enhancement is developed to update default values / increment amount in case of
promotion / transfer of employee in TAYO.

Description

161

SAP Enhancement PBAS0001 (Function Module: EXIT_SAPFP50M_001) is developed in order to

meet customer specific requirement of updating default values / increment amount incase of
promotion/transfer in Infotype: 0008. This User Exit updates level wise prescribed amounts
to Basic Salary Wage Type (1000) incase of promotion. It also compares the eligibility criteria
as per the applicability of new grade and updates the basic pay infotype accordingly. Incases
of transfer this User Exit updates the location based eligible allowances as per the
applicability.
Logic used in developing this User Exit:
This user exit will activate only in cases of Transfer (Action Code: TD) and Promotion Actions
(Code:TL).
Transfer Action: Incase of Transfer action, first it checks personnel subarea in Infotype: 0001
(Organizational Assignment). Locations based allowances, based on Personnel Sub areas are
hard coded in the programme. Programme identifies which of the allowances employee is
eligible based on the location (personnel subarea) to which he/she is transferred. If the
employee is eligible for location based allowance, the new allowance will be updated
automatically. If the employee is not eligible for location based allowance, currently
existing, this will be removed from salary structure of the employee.

Promotion Action: Grade wise promotion benefit (increment) amount, which shall be added
to basic salary (wag type: 1000) and other benefits (Conveyance Allowance, Transport
Allowance and other Car related benefits) are hard coded in the programme. Incase of
Promotion Action, first it checks to which grade to employee is promoted (Employee Subgroup
in Infotype: 0001). Programme automatically updates the revised basic salary, which will be
arrived after adding up the eligible increment amount to existing basic salary. Also it will
compares the other benefits currently the employee is entitled and the benefits employee is
eligible for due to promotion and will be updated accordingly.

Trigger Point
This USER EXIT will be triggered automatically only incases of Promotion and Transfer
Actions executed in Personnel & Administration Module.

Output
This USER EXIT updates automatically the increment amount and other allowances (in
Infotype: 0008) applicable based on the new grade. This also updates the locations based
allowances based on the personnel subarea to which employee is transferred. This helps in
reducing data entry and administrative convenience to Administrator.

162

R e c u r r i n g P ay m e n t s & D e d u c t i o n s
General Information
This section describes the Configurable Item in brief:IMG Path

Personnel Management Personnel Administration Payroll

Data

Name of the BBP Process

Configurable Items Earnings and Deductions (9.4)

IMG Reference Recurring Payments & Deductions

Recurring Payments & Deductions

This section describes the Configurable Item in detail:-

Purpose
Payment and deduction wage types with periodic / regular in nature are configured in this
section.

Description
Recurring payments/deductions are wage elements which are paid or deducted in every
payroll period. In contrast to additional payments, recurring payments/deductions are paid or
deducted within a defined periodicity.

Explanation

1. Click on

to open the Recurring Payments & Deductions Node.

2. Create Wage Types and Configure Wage Type Characteristics and

permissibility of wage types in the subsequent nodes.
Infotypes
Populated

1. 0014

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

Recurring Payments & Deductions.

Configuration Description about Recurring Payments & Deductions Infotype.

163

IMG Path for Recurring payments and Deductions.

2.1

Create Wage Type Catalogue

This section describes the Configurable Item in detail:-

Purpose
In this step, Payment & Deduction Wage Types for infotype Recurring Payments & Deductions
(0014) shall be created by copying the model wage types in the standard system.

Description
Wage types which are to be used in infotype Recurring Payments and Deductions (0014) shall
be created in this step, which shall be copied from Model Wage Types which starts with M.
Choose Model wage Types with payment characteristics for Payment Wage Types and with
deduction characteristics for Deduction wage types.
Explanation

1. Click on
2. Select
3. Click on.

Create Wage Type Catalogue.

in the Wage Type Maintenance Screen.
to enter Copy Wage Type Screen.

4. Click on Radio Button to get list of Model Wage Types.

appropriate Model Wage Type.

Select

5. Enter Wage Type Number and Text and Short Text in the appropriate
columns.
6. Remove Flag Mark from Test Run Indicator
wage types.

before copying

7. Click on Copy Button.

8. Ensure Error Status is
9. Click on

in Copy Wage types screen.

to come out of the screen.

10. Select
in the Wage Type Maintenance Screen. Enter Wage
Types to be deleted in the Delete wage Type Column. Remove Test Run

164

Indicator before clicking on the

Infotypes
Populated

1. 0014

Tables
storing
relevant
data

1. Table: V_T511

Relationship
with Other
Nodes

1. Not Applicable

to delete wage type.

Recurring Payments & Deductions.

2. Table: V_T512T
3. Table:V_512W_D

Configuration Description about creating wage types for Infotype:0014.

Screen 2 :

To create wage type catalogue.

Copying of wage types

165

Copying of wage types from Model wage types.

Showing Errors status after copying of wage types.

166

Check Wage Type Group Recurring Payments & Deductions

This section describes the Configurable Item in detail:-

Purpose
In this section, assign wage types to a wage type group - 0014.

Description
Model wage types are already assigned to wage type group in the standard system. While
copying wage types based on the characteristics copied wage types shall be grouped in
Infotypes: 0008, 0014 & 0015. Wage types which are created for Infotype Recurring Payments
& Deductions shall be grouped here.
Explanation

1. Click on IMG Activity

Deductions Screen.

for wage type group Recurring Payments &

2. Check all wage types under this group are reflecting are not.
3. If some wage types are not found, Click on
missing wage type code in the wage type Column.
4. Click on

, and enter the

to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 0014

Tables
storing
relevant
data

1. VV_52D7_B_0014_AL0

Relationship
with Other
Nodes

1. Not Applicable.

(F3) to come out of the screen.

Recurring Payments & Deductions.

Configuration Description Grouping of wage types in Infotype:0014.

167

IMG Path for grouping wage types in Infotype: 0014.

List and updating of wage types in Infotype: 0014.

Check Wage Type Text

This section describes the Configurable Item in detail:-

Purpose
This section allows changing the texts of the wage types.

Description
Changing of Wage Types Text and Short Text can be changed here based on the requirements
like change in Wage Type Name, Wrong Entry of Wage Type Text etc.
Explanation

1. Click on

to enter Wage Type Text Screen.

2. Check and Update required Wage Types Long Text and Short Text.
3. Click on

to save the changes made.

4. Click on Back button

Infotypes
Populated

1. 0014

Tables
storing
relevant
data

1. V_512W_T

(F3) to come out of the screen.

Recurring Payments & Deductions

168

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description to check and update wage type text.

IMG Path to check wage type text.

To check and update wage type text.

Check Entry Permissibility Per Infotype

This section describes the Configurable Item in detail:-

Purpose
This section allows defining wage types, which are allowed for this infotype.

Description
Entry permissibility of the wage types for Recurring Payments & Deductions Infotype shall be
entered here. Depending on the (time based) requirements permissibility of the wage type
shall be updated by entering the desired date in Start Date field of the particular wage type.
Explanation

1. Click on IMG Activity

to Check Entry Permissibility per Infotype.

169

2. Check and Update wage types if by clicking on the New Entries in the
Permitted Wage Types Screen opened.
3. Enter required Wage Types, period start date, end date and flag mark in
the required fields of the Table: Allowed Wage Types for Recurring
Payments & Deductions.
4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 0014

Tables
storing
relevant
data

1. V_T512Z

Relationship
with Other
Nodes

1. Not Applicable.

(F3) to come out of the screen.

Recurring Payments & Deductions.

Configuration Description wage types permissibility for Infotype:0014.

Path to check wage type text.

To check and update wage types grouping for Infotype:0014..

170

Check Wage Type Permissibility for each ES & PSG

This section describes the Configurable Item in detail:-

Purpose
In this section, permissibility of wage types shall be defined based on Employee Subgroup
Grouping and Personnel Subarea grouping for primary wage types.

Description
Permissibility of wage types to Employee Subgroups and Personnel Sub areas shall be
configured here. Permissibility values shall be assigned based on the groupings of Employee
Subgroups and Personnel Subareas to Primary wage type. There are 3 types indicators
provided in the system. Wage type is totally permissible if indicator: 1 is put in the
appropriate column, Wage Type is permissible with warning if Indicator is 2 and if Blank (no
indicator) - wage type is not permitted. Before configuring this node, configuration of
Employee Subgroups for Primary wage types and Personnel Subareas for Primary wage types
shall be configured.

Explanation

1. Click on

for Wage Type permissibility Screen / Table.

2. Select wage type and click on

to enter permissibility indicator.

3. Enter permissibility indicator in EE Subgroup Grouping and Personnel

Subarea Groping as per the applicability.
4. Choose

to save the entries.

Infotypes
Populated

1. 0014

Recurring Payments & Deductions.

Tables
storing
relevant
data

1. V_511_B

Relationship
with Other
Nodes

1.

Employee Subgroup grouping for Primary wage types

2.

Personnel Subareas for Primary wage types.

Configuration Description Wage type permissibility for Infotype:0014.

Path to define wage type permissibility for PSA and ESG.

171

Selecting wage type for PSA & ESG permissibility

Defining wage types permissibility based on ESG & PSA.

Remarks

172

Employee Subgroups for primary wage types and Personnel Subareas for primary wage types
nodes shall be configured first.
Assign appropriate indicators to wage types based on the requirement and applicability.

Check Wage Type Characteristics

This section describes the Configurable Item in detail:-

Purpose
Wage type characteristics for shall be configured in this node.

Description
Wage Type Characteristics like Payment / Deduction wage type, Minimum and Maximum
amount permissible, Indirect Valuation method of wage type, Rewritable Indicator and period
of validity of wage type characteristics shall be configured here. Wage Type Characteristics
shall be maintained individually for each wage type.
Explanation

1. Click on IMG Activity

to check wage type characteristics.

2. Select wage type and click on

to enter Wage type characteristics.

3. Enter wage type characteristics based on the requirements.

4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 0014

Tables
storing
relevant
data

1. V_T511

Relationship
with Other
Nodes

1.

(F3) to come out of the screen.

Recurring Payments & Deductions.

Create Wage Type Catalogue.

Configuration Description defining wage type characteristics in Infotype:0014.

173

Path to define wage type characteristics.

Selecting wage type to define characteristics

174

Defining characteristics for Wage types.

Remarks
Wage Characteristics for each wage type shall be maintained individually for each wage type.
If overwrite indicator is marked INVAL Wages, system shall allow to over write the defaulted
amounts, otherwise changing of amounts shall not possible.

Personnel Subareas for Primary wage Types

This section describes the Configurable Item in detail:-

Purpose
This section allows you to combine primary wage types applicability for personnel subareas.

Description
In order to differentiate/restrict wage types applicability to Personnel Subareas (location based)
in the Company, Personnel Subarea Grouping for primary wage types shall be defined. You can
use these groupings to specify applicability wage types to employees of the personnel subarea by
defining Wage Type Permissibility for PS & ESG.
Explanation

1. Click on
Types.

to define Personnel subarea grouping for Primary wag

2. Enter Grouping details in PS Grouping Column against each Personnel

Area / Personnel Sub Area in the subsequent screen opened.
3. Click on

(Ctrl + S) to save the changes made.

4. Click on Back button

(F3) to come out of the screen.

Infotypes
Populated

1. 0014

Recurring Payments & Deduction.

Tables
storing
relevant
data

1. V_001P_K

Relationship
with Other
Nodes

1.

Create Wage Type Catalogue.

2.

Define Entry permissibility for each PS & ESG.

Configuration Description: PSA grouping for Primary Wage Types.

175

PSA grouping for Primary wage types.

Grouping of PSA for Primary wage types.

Remarks
Grouping shall be permitted between 0 to 9 only.
This activity is not mandatory and should be carried out only if you want to limit the entry of
wage types to certain personnel Subareas.

176

These Tables need not be updated every time, since groupings defined in the Basic Pay
Infotype will be reflected automatically here also. Hence, grouping has to be defined keeping
in view of wage types in all infotypes.

Customer Specific Tax Exemption Wage Types

This section describes the Configurable Item in detail:-

Purpose
In TAYO, certain allowances payable to employees are considered for Tax exemption as per
Income Tax Rules. Since no standard functionality available in SAP tax exemption are rules are
customized in Schema.

Description
Some of the allowances payable to employees are exempted from tax, partially or fully, as
per Income Tax rules. Allowances which are commonly used in all Industry are exempted from
tax as per the standard tax rules/codes available in SAP. Certain Customer Specific
Allowances will also get Tax exemption as Income Tax Rules, which are not in use for all the
industries. In order to full fill this requirement rules has been written for each allowance
wage types and attach to the Schema ZN00 (The copy of standard schema IN00).
Explanation

1. Enter Transaction Code PE02 in the command field of the SAP Easy
Access Screen and choose
(Enter).
2. Enter the name of the Rule (ZXM1) and create.
3. Select Source Text in the Sub objects block and choose
to change / modify the copied Personnel Calculation Rules as per
requirement.
4. Then create two EE Subgroup Nodes ( * and 3).
5. Click on
(Create + F3) to create node. Enter * in the Node created
and Choose
(Enter).
6. Select * in the tree structure and choose
open insert object sub screen.

(Create + F3) which will

7. Choose Sublevel in order to incorporate new node under Node* and

enter **** and choose
(Enter). **** indicates this rule is applicable to
all wage types.
8. Repeat the same steps to create another sub node and enter ADDWT *
which will not affect the amount of wage type.
9. Repeat the same steps to create for EE Subgroup Node 3.
10. Select 3 in the tree structure and choose
open insert object sub screen.

(Create + F3) which will

177

11. Enter **** and choose

the same level.

(Enter) which will open another sub node at

12. Enter code of the wage type which needs to be tax exempted.
13. Choose

(Shift + F3) to remove another sub node opened.

14. Repeat the same steps in order to create sub node and enter ADDWT *
which will not affect the amount of wage type.
15. Choose Wage Type Code Field and choose
open insert object sub screen.

(Create + F3) which will

16. To create operation for this rule, click on Sub level which will open
another sub node.
17. Enter ELIMI* operation which will eliminates Period Indicators (Split
Indicators).
18. Enter

to calculate Projection factor for the wage type.

19. Enter
(Enter).

to add 1 to the Projection Factor and choose

20. Enter
in the sub node opened and
(Enter) to Reset the time period indicator.
21. Enter
number and

to multiply rate of wage type with

(Enter) to enter another operation.

22. Enter
to the sub node opened to get exemption under
section 10 (/130: Exemption u/s10.)
23. Enter
to the subsequent sub node
opened to restore the actual amount to the wage type after calculating
projection factor.
24. Click on
Check (Shift 5) to ensure the correctness the personnel
calculation rules created.
25. Click on Save to button
rules created.
26. Click on
screen.

(Ctrl + s) to save the Personnel calculation

(F3) button to come out of the screen and to come out of the

27. Enter PE01 in the command field and choose enter which will lead to
another screen Personnel Calculation Schemas: Initial Screen.
28. Enter ZN00 Schema (Copied from IN00 Schema), choose source text and
click on

which lead to Edit Schema screen.

29. Double click on ZNN1 to incorporate ZXM1 PCR for tax exemption
calculating purpose during payroll run.
30. Insert ZXM1 PCR after IN76 rule in the Schema.

178

31. Click on

(Check F6) to check the correctness of the schema.

32. Choose F7 or Generate in the Schema (Tab) to generate and activate the
schema.
33. Click on
(F3) button to come out of the screen and to reach IMG
configuration node.
Infotypes
Populated

1. Recurring Payments & Deductions: Infotype:14

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

Table 1 :

Configuration Description: Tax exemption - Schma changes.

Transaction Code (PE02) entry screen .

179

Personnel Calculation Rules Initial Screen

ZNP1 pcr.htm
Personnel Calculation Rules

180

Personnel Calculation Schema: Initial Screen

PCR incorporation in ZNN1 Schema.

181

182

Additional Payments
General Information
This section describes the Configurable Item in brief:IMG Path

Personnel Management Personnel Administration Payroll

Data

Name of the BBP Process

Configurable Items Earnings and Deductions (9.4)

IMG Reference Additional Payments

Additional Payments
This section describes the Configurable Item in detail:-

Purpose
In this step, wage types which are not in regular and periodic nature are configured.

Description
Wage types that are paid irregularly and therefore are only entered when needed, are stored
in the Additional Payments infotype (0015). This Infotype used to enter one off, annual or
irregular earnings or deductions from the employee such as Bonus, LTC, Medical etc.
Explanation

1. Click on

to open the Additional Payments.

2. Create Wage Types and Configure Wage Type Characteristics and

permissibility of wage types in the subsequent nodes.
Infotypes
Populated

1. 0015

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

Additional Payments.

Not Applicable

Configuration Description about Additional Payments.

183

IMG Path for Additional payments.

Create Wage Type Catalogue

This section describes the Configurable Item in detail:-

Purpose
In this step, Payment & Deduction Wage Types for infotype Additional Payments (0015) shall
be created by copying the model wage types in the standard system.

Description
Wage types which are to be used in infotype Additional Payments (0015) shall be created in
this step, which shall be copied from Model Wage Types which starts with M. Choose Model
wage Types with payment characteristics for Payment Wage Types and with deduction
characteristics for Deduction wage types.
Explanation

1. Click on
2. Select
3. Click on.

Create Wage Type Catalogue.

in the Wage Type Maintenance Screen.
to enter Copy Wage Type Screen.

4. Click on Radio Button to get list of Model Wage Types.

appropriate Model Wage Type.

Select

5. Enter Wage Type Number and Text and Short Text in the appropriate
columns.
6. Remove Flag Mark from Test Run Indicator
wage types.

before copying

7. Click on Copy Button.

8. Ensure Error Status is

in Copy Wage types screen.

184

9. Click on

to come out of the screen.

10. Select
in the Wage Type Maintenance Screen. Enter Wage
Types to be deleted in the Delete wage Type Column. Remove Test Run
Indicator before clicking on the
Infotypes
Populated

1. 0015

Tables
storing
relevant
data

1. Table: V_T511

Relationship
with Other
Nodes

1. Not Applicable

to delete wage type.

Additional Payments.

2. Table: V_T512T
3. Table:V_512W_D

Configuration Description Create wage type catalogue.

Creating wage types for Additional Payments.

Copying of wage types

185

Copying of Wage Types by using model wage types.

Copy wage types (Errors status)

Remarks
Carry test run before actual copying of wage types to ensure error free copying.

186

Check Wage Type Group Additional Payments

This section describes the Configurable Item in detail:-

Purpose
In this section, wage types related to wage type group 0015 can be assigned.

Description
Model wage types are already assigned to wage type group in the standard system. While
copying wage types based on the characteristics copied wage types shall be grouped in
Infotypes: 0008, 0014 & 0015. Wage types which are created for Infotype Additional Payments
shall be grouped here.
Explanation

1. Click on

for wage type group Additional Payments Screen.

2. Check all wage types under this group are reflecting are not.
3. If any wage types are not reflecting, click on
missing wage type code in the wage type Column.
4. Click on

, and enter the

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 0015

Tables
storing
relevant
data

1. VV_52D7_B_0015_AL0

Relationship
with Other
Nodes

1. Not Applicable

(F3) to come out of the screen

Additional Payments

Configuration Description Wage type group Additional Payments.

187

Wage type group for Additional Payments.

List of wage types in Infotype:0015.

188

Check Wage Type Text

This section describes the Configurable Item in detail:-

Purpose
This section allows changing the texts of the wage types.

Description
Changing of Wage Types Text and Short Text can be changed here based on the requirements
like change in Wage Type Name, Wrong Entry of Wage Type Text etc.
Explanation

1. Click on

to enter Wage Type Text Screen.

2. Check and Update required Wage Types Long Text and Short Text.
Infotypes
Populated

1. 0015

Tables
storing
relevant
data

1. V_512W_T

Relationship
with Other
Nodes

1. Not Applicable

Additional Payments.

Configuration Description to check wage type text.

IMG Path to check wage type text.

189

Check / modify wage type text.

Check Entry Permissibility Per Infotype

This section describes the Configurable Item in detail:-

Purpose
This section permissibility of wage types shall be defined for this infotype.

Description
Entry permissibility of the wage types for Additional Payments Infotype shall be entered here.
Depending on the (time based) requirements permissibility of the wage type shall be updated
by entering the desired date in Start Date field of the particular wage type.
Explanation

1. Click on IMG Activity

Infotype:0015.

to Check entry permissibility of wage types in

2. Check and Update if required, by clicking on New Entries by adding

Wage Types and start date in the appropriate column.
3. Click on

(Ctrl + S) to save the changes made.

4. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. 0015

Additional Payments.

Tables
storing
relevant
data

1. V_T512Z

Relationship
with Other
Nodes

1. Not Applicable

Configuration Description Entry permissibility of wage types in Infotype: 0015.

Permissibility of wage types for Additional Payments.

190

Allowed wage types for Additional Payments.

Check Wage Type Permissibility for each ES & PSG

This section describes the Configurable Item in detail:-

Purpose
In this section, wage types that shall be permissible for Additional payments Infotype shall be
configured.

Description
Permissibility of wage types to Employee Subgroups and Personnel Sub areas shall be
configured here. Permissibility values shall be assigned based on the groupings of Employee
Subgroups and Personnel Subareas to Primary wage type. There are 3 types indicators
provided in the system. Wage type is totally permissible if indicator: 1 is put in the
appropriate column, Wage Type is permissible with warning if Indicator is 2 and if Blank wage
type is not permitted. Before configuring this node, configuration of Employee Subgroups for
Primary wage types and Personnel Subareas for Primary wage types shall be configured.
Explanation

1. Click on

for Wage Type permissibility Screen / Table.

2. Select wage type and click on

to enter permissibility indicator.

3. Enter permissibility indicator in EE Subgroup Grouping and Personnel

Subarea Groping as per the applicability.
4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. 0015

Additional Payments.

Tables
storing
relevant
data

1. V_511_B

Relationship
with Other

1.

Employee Subgroup grouping for Primary wage types

2.

Personnel Subareas for Primary wage types.

191

Nodes
Configuration Description wage type permissibility for ESG & PSA.

Define permissibility of wag types for each PSA & ESG.

Choosing a wage type for permissibility for PSA & ESG.

Defining wage type permissibility for each PSA & ESG.

Remarks

192

Employee Subgroups for primary wage types and Personnel Subareas for primary wage types
nodes shall be configured first.
Assign appropriate indicators to wage types based on the requirement and applicability.

Check Wage Type Characteristics

This section describes the Configurable Item in detail:-

Purpose
Wage type characteristics for shall be configured in this node.

Description
Wage Type Characteristics like Payment / Deduction wage type, Minimum and Maximum
amount permissible, Indirect Valuation method of wage type, Rewritable Indicator and period
of validity of wage type characteristics shall be configured here. Wage Type Characteristics
shall be maintained individually for each wage type.
Explanation

1. Click on IMG Activity

to check / define wage type characteristics.

2. Select wage type and click on

to enter Wage type characteristics.

3. Enter wage type characteristics based on the requirements.

4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 0015

Tables
storing
relevant
data

1. V_T511

Relationship
with Other
Nodes

1.

(F3) to come out of the screen

Additional Payments.

Create Wage Type Catalogue.

Configuration Description to check / define wage type characteristics.

193

Check / defining wage type characteristics.

Choosing a wage type to define characteristics.

194

Defining wage type characteristics to a wage type.

Remarks
Wage Characteristics for each wage type shall be maintained individually for each wage type.
If overwrite indicator is marked INVAL Wages, system shall allow to over write the defaulted
amounts, otherwise changing of amounts shall not possible.

Employee Subgroups for Primary wage Types

This section describes the Configurable Item in detail:-

Purpose
This section allows defining and assigning employee subgroups for primary wage types

195

Description
In order to differentiate wage types applicability to Employee Groups and Employee
Subgroups in the Company, Grouping for the primary wage types must be defined first. U se
these groupings to specify which wage types may be entered for which employee subgroups.
These wage type grouping shall be used in configuring Define Wage Type Permissibility for PS
& ESG.
Explanation

1. Click on
Types.

to define employee subgroup grouping for Primary wage

2. Enter Country Grouping 40 in the sub screen opened.

3. Choose
screen.

, for Employee Subgroup grouping for Primary wage type

4. Enter Grouping details against each Employee Group / Employee Sub

Group.
5. Click on

(Ctrl + S) to save the changes made.

6. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. 0015

Additional Payments.

Tables
storing
relevant
data

1. V_503_G

Relationship
with Other
Nodes

1.

Create Wage Type Catalogue.

2.

Define Entry permissibility for each PS & ESG.

Configuration Description to define ESG for Primary wage types.

Define ESG for primary wage types.

196

Sub screen to enter Country grouping.

ESG Grouping for Primary Wage Types.

Remarks
Grouping shall be permitted between 0 to 9 only.
These Tables need not be updated every time, since groupings defined in the Basic Pay
Infotype will be reflected automatically here also. Hence, grouping has to be defined keeping
in view of wage types in all infotypes.

197

Personnel Subareas for Primary wage Types

This section describes the Configurable Item in detail:-

Purpose
This section need to be configured to combine primary wage types applicability for personnel
subareas.

Description
In order to differentiate/restrict wage types applicability to Personnel Subareas (location
based) in the Company, Personnel Subarea Grouping for primary wage types shall be defined.
You can use these groupings to specify applicability wage types to employees of the personnel
subarea by defining Wage Type Permissibility for PS & ESG.

Explanation

1. Click on
Types.

to define Personnel subarea grouping for Primary wag

2. Enter Grouping details in PS Grouping Column against each Personnel

Area / Personnel Sub Area.
3. Click on

(Ctrl + S) to save the changes made.

4. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. 0015

Additional Payments.

Tables
storing
relevant
data

1. V_001P_K

Relationship
with Other
Nodes

1.

Create Wage Type Catalogue.

2.

Define Entry permissibility for each PS & ESG.

Configuration Description PSA grouping for Primary wage types.

Defining PSA grouping for Primary wage types.

198

PSA grouping for Primary wage types.

Remarks
Grouping shall be permitted between 0 to 9 only.
This activity is not mandatory and should be carried out only if you want to limit the entry of
wage types to certain personnel Subareas.
These Tables need not be updated every time, since groupings defined in the Basic Pay
Infotype will be reflected automatically here also. Hence, grouping has to be defined keeping
in view of wage types in all infotypes.

199

Payroll- India (Basic Settings)

General Information
This section describes the Configurable Item in brief:IMG Path

IMG Payroll Payroll India Basic Settings Payroll

Organization.

Name of the BBP Process

Salary Processing (9.5)

Configuration Description IMG Reference: Payroll India.

Define Period Parameters

This section describes the Configurable Item in detail:-

Purpose
In this section, settings for the organizational environment for Payroll can be made.
Frequency of TAYO ROLLS LIMITEDPayroll runs shall be defined in this node.

Description
The period parameter determines how often payroll is run for a payroll accounting area. Each
payroll accounting area is assigned one period parameter. Payroll periods are defined for each
period parameter. In this section duration of each payroll period with start date and end date
shall be defined.
A time unit defines the exact period of payroll period. Examples of standard time units are
monthly, weekly and bi-weekly. Unlike the period parameter, the time unit is the same for all
countries. Time unit can be assigned to different period parameters.
For India period parameter is 67 and time unit is 01 (Monthly).

Explanation

1. Click on
Define Period Parameters for Change view Period
Parameters overview.
2. Click on New Entries to enter Period Parameter, Time Unit and Start
Date in the appropriate fields.
3. Click on

(Ctrl + S) to save the changes made.

4. Click on Back button

Infotypes
Populated

1. Not Applicable

Tables

1. V_T549R

(F3) to come out of the screen

200

storing
relevant
data
Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description about defining period parameters.

IMG path for Period Parameters

Entering Period parameters details

Remarks
Create separate payroll periods for each period parameter configured.

Define Date Modifiers

This section describes the Configurable Item in detail:-

201

Purpose
In this step Date Modifiers can be defined for Payroll Areas.

Description
Date Modifiers are mainly to determine payment dates for payroll areas. If the payment is
same for all payroll areas, no need to make any settings in this step. Date modifiers are
required to configure in case of different payment dates for various payroll areas with same
period parameter. (Use 00 Standard Modifier).
Explanation

1. Click on
Define Date Modifier, which will open Change View Date
Modifiers: Overview.
2. Click on
if required
3. Click on

and enter Date Modifiers in the appropriate fields,

(Ctrl + S) to save the changes made.

4. Click on Back button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Table: V_T549L

Relationship
with Other
Nodes

1. Not Applicable.

(F3) to come out of the screen

Configuration Description about date modifiers.

IMG Path for Date modifiers

List of Date modifiers.

202

Check Payroll Accounting Area (Create Payroll Areas)

This section describes the Configurable Item in detail:-

Purpose
In TAYO ROLLS LIMITEDsalaries of employees are processed at different locations of the
Company. Payroll Areas are defined based on the Payroll processing locations.

Description
Payroll area groups together the personnel numbers that are to be processed on the same
date and it determine the exact payroll periods. The payroll area to which employee belongs
to depending on the organizational assignment of the employee. Employees who belong to
different Company codes can be included in the same payroll area. Different payroll areas can
be created in cases of Payroll Periodicity is different (Weekly, bi-weekly, Monthly), Payroll
Period is varied (Salaried employees, workmen, pensioners etc), payment date is varied
(Weekly Fourth day of the following week, for salaried employees 1st day of the subsequent
month, Retroactive limit is varied (Payroll should not be able to be run as far back for one
group of employees as for another) and No Payroll Run for some employees.
Explanation

1. Click on
Check Payroll Accounting Area, which leads to sub screen:
Choose Activity.
2. Select Check Payroll Areas in the displayed sub screen and click on
Choose button
.
3. Click on
in the subsequent screen and enter Payroll Area,
Payroll Area Text, Period parameter and Date Modifier. Blank space in
the Date Modifier Column indicates Standard Date Modifier00.
4. Click on Save
5. Click on

to save entries made.

(F3) to come out of the screen.

Infotypes
Populated

1. 0001

Organizational Assignment

2. 0008

Basic Pay

Tables
storing
relevant
data

1. V_T549A

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description about creating payroll areas.

203

IMG Path for Payroll Areas

Creating payroll Areas

Payroll Areas assigning with period parameters & date modifiers

Remarks
SAP recommends use of few payroll areas as possible.

204

Payroll Areas and Control records can also be created in Personnel Management Module.
(Personnel Management Personnel Administration Organizational Data Organizational
Assignment Create Payroll Area, Check default Payroll Area (ABKRS Feature), Control
Record).

Default Payroll Areas (Feature : ABKRS)

This section describes the Configurable Item in detail:-

Purpose
In this step Default Payroll Areas Feature ABKRS shall be configured in below mentioned
node. In TAYO ROLLS LIMITED Personnel Subareas are considered as impact levels for
defaulting payroll areas since the scope of Payroll in SAP is Officers only.
(Personnel Management Personnel Administration Organizational Data Organizational
Assignment Check default Payroll Area (ABKRS Feature).

Description
Feature provides default values based on the certain decisive operations. ABKRS Feature
provides default Payroll Areas based on the decision criteria mentioned in the feature.
Explanatio
n

1. Click on IMG-Activity Button

area.

to determine Check default payroll

2. Select ABKRS
tree displayed and Click on Create

in the decision
or Choose F5.

3. Choose field for decision operation in the sub screen ABKRS: Choose
node type for new nodes and Click on
(Enter), which lead to sub
screen Field Selection for decision operation.
4. Select MOLGA (Country Grouping) and choose
decision criteria MOLGA to ABKRS decision tree.

(Enter) to transfer

5. Select MOLGA in the decision tree and Click on Create

or Choose F5,
which will list of And Country Groupings and Countries Names in the
Country Grouping Sub screen.
6. Choose 40 (India) from the list of countries in the sub screen opened
and choose
(Enter) to transfer the same to decision tree.
7. Select 40 India displayed in the decision tree and choose Create
F5 which lead to sub screen: Choose Node for New Nodes.

or

8. Select Filed for decision operation in the sub screen and Click on
(Enter) which lead to another sub screen: Field selection for decision
operation.

205

9. Select BTRTL (Personnel Subarea) in the sub screen opened and choose
(Enter) to transfer the same to decision tree.
10. Select BTRTL (Personnel Subarea) in the ABKRS: Decision Tree structure
and choose Create

(F5).

11. Choose applicable Personnel subareas displayed from the list of

Personnel Subareas in the subsequent screen opened and choose
(Enter) to transfer all the required personnel subareas to decision tree.
12. Select one of the Personnel Subareas displayed in the tree structure
and Click on Create
(F5) which lead to sub screen ABKRS: Choose
node type for new nodes.
13. Select Return value in the sub screen opened and click on
(Enter)
which will lead to another sub screen Return Value for Field value.
14. Enter applicable Payroll Area in the Enter a value column in the Return
value for field value screen and choose
(Enter) to transfer the same
to ABKRS: Decision Tree.
15. Repeat the same steps to create default values for all the Personnel
Subareas.
16. Choose Otherwise Node (which was created by system automatically in
the tree structure) and click on
Choose Node for New Nodes.

(F5) which lead to sub screen:

17. Choose Return Value in the sub screen opened and Click on
(Enter)
which lead to another sub screen: Return value for Field Value
otherwise.
18. Enter Payroll Area which has to be defaulted for other personnel areas
or enter
-- incase of no value to be defaulted.
19. Click on

(Ctrl + F2) to check whether customized feature is correct

or not. If the message shows decision tree is error free choose

(Ctrl +F3) to activate or save the feature.
20. If default value applicability is changed during the period, select the
value to be changed and Choose
(Shift + F3), which lead to sub
screen: Change return value for field value.
Infotypes
Populated

1. 0001

Organizational Assignment.

2. 0008

Basic Pay

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Create Payroll Areas

206

Configuration Description about ABKRS Feature.

IMG path for Feature ABKRS.

Remarks
SAP recommends use of few payroll areas as possible.

Check Payroll Accounting Area (Create Control Record)

This section describes the Configurable Item in detail:-

Purpose
In TAYO, for each payroll area a Control record has been created.

Description
Control Record shall be created for each payroll area.
Control Record has the following
Functions in the Payroll.
It determines the current payroll period for exact date.
It determines earliest retroactive accounting period.
It locks the master data and time data being changed during payroll run.
Explanation

1. Click on
Check Payroll Accounting Area, which leads to sub screen:
Choose Activity.
2. Select Create Control Record in the displayed sub screen and click on
Choose button
.
3. Enter Payroll area in the subsequent screen for which Control Record
has to be created and choose
which will leads to Payroll Control

207

Record Screen.
4. In the Payroll Control record Screen, enter 12, 2004 in the Payroll
Period and in the earliest retroactive accounting period 01, 2005 which
shall be treated as First period of the financial year i.e. April,2005.
Infotypes
Populated

1. 0001: Organizational Assignment

2. 0008: Basic Pay Infotype

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1. Create Payroll Areas

Configuration Description about creating Control Record.

IMG Path for creating Control Record

Creating Control Record

208

Control record for Payroll Area

Configuring Control Record

Remarks
Payroll Areas and Control records can also be created in Personnel Management Module.
(Personnel Management Personnel Administration Organizational Data Organizational
Assignment Create Payroll Area, Control Record).

209

Generate Payroll Periods

This section describes the Configurable Item in detail:-

Purpose
In this section, payroll periods shall be generated for processing TAYO ROLLS LIMITED payroll.

Description
In this step, Date specifications shall be generated for a selected period for the payroll
periods that are to be valid in the system. Specify the period start dates and end dates of
the periods as well as the payment dates for each payroll period parameter assigned to a
payroll accounting area. Flag mark the Carry out table changes field to save the generated
payroll periods, otherwise it will become a simulation run.

Explanation

1. Click on

Generate Payroll Periods.

2. Select Generate Payroll Periods in the Subsequent Screen: Choose

Activity.
3. Enter data in Period Parameter, Date Modifier, Start date, Final Year,
Start date of fiscal year, Payday Rule, No of Days and Determine period
number.
4. Flag mark the Carry out table change column to save the Payroll Periods
generated.
5. Click on Execute button
6. Click on Back button
Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1. Not Applicable.

to generate payroll periods.

(F3) to come out of the screen

Configuration Description about generating payroll periods.

210

IMG path for generating payroll periods.

Selection screen to generate payroll periods

211

Generating payroll periods

Remarks
Put Flag mark the Carry out table changes field to save the generated payroll periods,
otherwise it will become a simulation run.
Generate Payroll Periods for several periods in advance.
Check data in date of pay day and check dates of periods tables, which were automatically
updated while generating payroll periods.

Generate Calendar for Cumulations

This section describes the Configurable Item in detail:-

Purpose
In this section, Calendar for cumulations shall be generated

Description
In this step, calendar for the cumulations of wage types shall be generated. Certain wage
types are cumulated over several periods during payroll in order, for example, to form
monthly, quarterly or annual totals. Before the wage types can be cumulated, you must
determine the month, quarter, half-year or year to which the payroll period belongs.
Explanation

1. Click on
Generate Calendar for Cumulations, to open Generate
Calendar for Cumulations and Deductions screen.
2. Enter data in Period Parameter, Date Modifier, Initial year, Final Year,
Start date of fiscal year and Determine period number.
3. Flag the Carry out table change column to save the Cumulation Periods
generated.
4. Click on Execute button
5. Click on Back button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable

to generate Cumulation periods.

(F3) to come out of the screen

Configuration Description about generating calendar for cumulation.

212

IMG Path for Cumulations calendar.

Generating calendar for cumulations.

Remarks
Put Flag mark the Carry out table changes field to save the generated payroll periods;
otherwise it will become a simulation run.
Generate the calendar for cumulations and deductions for the same period as generated for
the payroll periods

213

Payscale Groupings
General Information
This section describes the Configurable Item in brief:IMG Path

IMG Payroll Payroll India Basic Settings Payscale

Groupings

Name of the BBP Process

Payscale Structure and Allowance Grouping

Configuration Description IMG Reference: Payroll India.

Purpose
In this section, pay scale groupings for allowances shall be defined. These groupings are used
to select employees based on their eligible compensation benefits.

Description
Payscale Grouping for Allowances are defined to differentiate between sets of employees for
the purpose of payroll. These groupings determine the eligibility of the employees for various
allowances, reimbursements and perks
The Five important parameters in deciding Allowance Groupings are Payscale Type, Payscale
Area, Payscale Group, Payscale Level and ESG for CAP.

IMG Path for Payscale groupings

214

Define Pay Scale Groupings for Allowances

This section describes the Configurable Item in detail:-

Purpose
In TAYO, different benefits and privileges are defined for different employee groups. In this
activity, pay scale groupings for allowances are defined to differentiate between employee
groups.

Description
The Five important parameters in deciding Allowance Groupings are Payscale Type, Payscale
Area, Payscale Group, Payscale Level and ESG for CAP. Allowance groupings are defined based
on the privileges and benefits employees are entitled as per the Company Policy

Explanation

1. Click on
which will open Screen:
Change View Payscale Grouping for Allowances; Over View.
2. Click on
determined.

to enter Payscale grouping for Allowances

3. Enter Payscale Grouping for Allowances (4 Char Code) and Text in the
appropriate columns.
4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. V_T7INA1

Relationship
with Other
Nodes

1. Not Applicable

(F3) to come out of the screen

Configuration Description about Payscale grouping for Allowances.

215

IMG Path for Payscale Groupings for Allowances.

Defining Payscale Groupings for Allowances

216

Assign Pay Scale Groupings for Allowances

This section describes the Configurable Item in detail:-

Purpose
In this activity Payscale structure, defined in the previous nodes as per TAYO ROLLS LIMITED
requirements, assigned 'Pay Scale groupings for Allowance' created in the previous step.

Description
In this activity assign pay parameters to each 'Pay Scale groupings for Allowance' created in
the previous step, based on parameters Payscale Type, Payscale Area, Payscale Group,
Payscale Level and ESG for CAP.

Explanation

1. Click on
which will open
Associating Pay parameters to pay scale grouping screen.
2. Click on
grouping.

to assign Payscale parameters with Allowance

3. Enter Pay parameters and applicable allowance grouping in the

appropriate columns.
4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 8,14,15,45,581,583,590

Tables
storing
relevant
data

1. V_T7INA3

Relationship
with Other
Nodes

1. Not Applicable

(F3) to come out of the screen

Configuration Description to assign Payscale grouping for Allowances.

217

Assign Payscale groupings for Allowances.

218

219

Assigning AlGrp to Payscale grouping

220

Assign Basic Wage Types to Grouping for Allowances

This section describes the Configurable Item in detail:-

Purpose
In this activity, you assign a basic wage type to each pay scale grouping for allowances
created under Pay Scale Groupings

Description
In this activity, you assign a basic wage type to each pay scale grouping for allowances
created under Pay Scale Groupings -> Define Pay Scale Groupings for Allowances. These wage
types are assigned to the pay scale groupings for the purpose of identifying a wage type and
associating this for the purpose of payment of the base

Explanation

1. Click on
Change View Basic Wages screen.

which will open

2. Click on
to assign Allowance Groupings, Basic salary Wage
Type, Start date and End Date.
3. Click on

(Ctrl + S) to save the changes made.

4. Click on Back button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. V_T7INB1

Relationship
with Other
Nodes

1. Not Applicable

(F3) to come out of the screen

Configuration Description to assign Basic wage to AlGrp.

221

IMG Path for Basic salary to Allowance Grouping.

222

223

Assigning AlGrp to Basic wage type.

224

R e i m b u r s e m e n t , Al l o w a n c e s & P e r k s
General Information (RAPs)
This section describes the Configurable Item in detail:-

Purpose
As per the TAYO ROLLS LIMITED Company Policy employees are eligible for Reimbursements,
Allowances and perks based on their grade during their tenure of service. These benefits
(RAPs) are captured in this section.

Description
Reimbursements, Allowances and Perks (RAPS) provided to the employee during the tenure of
service shall be configured in this section. Allowances are a part of the employee's total
salary, which a normally paid through the pay slip and are paid on a regular basis. These could
be monthly, like House Rent Allowance (HRA) or on an annual basis like Leave Travel
Allowance (LTA). These are always cash components and not paid in kind. Reimbursements
are those components that are paid against a claim or an expense incurred by an employee.
Perks are that component of the total salary, which are generally availed by the employee in
terms of kind on which the employer specifies a limit. In some cases, no amounts are
specified and it is claimed against actual expenses incurred.
The eligibility and amounts for any of these components depend on the geographical location,
department, grade and employee group and the years of experience in the organization.

Explanation

1. Path: IMG-->PayrollPayroll India Reimbursements, Allowances and

Perks.
2. Click on
of nodes required to configure.

Infotypes
Populated

1. Basic pay:0008
2. Recurring Payments & Deductions:0014
3. Additional Payments: 0015

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1. Not Applicable

which will open a series

Configuration Description about RAPs.

225

IMG Path for RAPs.

Assign Wage Type Model for Payscale Grouping for Allowances

This section describes the Configurable Item in detail:-

Purpose
In this activity, wage type model shall be assigned to each Payscale grouping for allowances.
This will determine applicability of benefits to TAYO ROLLS LIMITED employees based on the
eligibility criteria defined.

Description
Assigning wage type model to Payscale grouping for allowances helps in determining the
applicability of benefits to employees. Enter a four character alphanumeric value for pay
scale grouping for allowances in the AlGrp field. Enter the wage type model to be assigned in
the WT model field. The Wage Type Models must be prefixed with '20/' to indicate that, a
maximum of 20 wage types can be stored in a particular Wage type model.
Explanation

1. Click on
Assign wage type model for pay scale grouping for
allowances node to assign allowance grouping with wage type model.
2. Click on
button in the screen: Change View wage type
model for pay scale grouping for allowances.
3. Enter the corresponding Wage Type Model in the WT model field, for
each 'Pay Scale Grouping for Allowances'.
4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

(F3) to come out of the screen

1. Not Applicable.

226

Tables
storing
relevant
data

1. V_T7INA5

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description assign WT Model to AlGrp.

IMG path for Assigning WT Model to AlGrp.

Assignment of WT Model to AlGrp.

227

Remarks
One Allowance grouping cannot assigned to more than one wage type model. One wage type
model can be assigned to different allowance groupings.
Wage type model prefixed with 20/ indicates maximum 2o wage types are permissible for that
wage type model.

Maintain Default wage types for basic pay

This section describes the Configurable Item in detail:-

Purpose
In this step default wage types shall be determined based on TAYO ROLLS LIMITED company
structure for the Basic Pay infotype (0008).

Description
Details configured in the previous node Default wage types for basic in Basic Pay node will be
reflected automatically here. Details can be maintained in either of these nodes. Data will
be stored in one table only.
Explanation

1. Click on IMG Activity

basic pay.

to check / maintain default wage types for

2. Check details entered previously. No need to maintain this node if

details are found correct.
3. Click on

to update details if required.

4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. V_T539A

Relationship
with Other
Nodes

1. Not Applicable.

(F3) to come out of the screen

Configuration Description to default wage types for Basic Pay.

228

IMG Path to maintain default wage type to basic pay.

229

Maintaining default wage types to basic pay.

Maintain Wage Type Characteristics

This section describes the Configurable Item in detail:-

Purpose
Wage type characteristics can also be configured and maintained in this section.

Description
Wage Type Characteristics like Payment / Deduction wage type, Minimum and Maximum
amount permissible, Indirect Valuation method of wage type, Rewritable Indicator and period
of validity of wage type characteristics shall be configured here. Wage Type Characteristics
has to be maintained individually for each wage type.
Wage Type characteristics maintained in the previous nodes are reflected here automatically.
Maintenance of wage type characteristics shall be made in any of these nodes.
Explanation

1. Click on

Maintain wage Type Characteristics.

2. Check details entered previously. No need to maintain this node if

details are found correct.

230

3. Click on

to update details if required.

4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. Basic Pay: 0008

2. Recurring Payments & deductions: 0014
3. Additional Payments: 0015

Tables
storing
relevant
data

1. V_T511

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description to define wage type characteristics.

IMG path to maintain default wage types.

To maintain default wage types.

231

Maintain Payscale Groups and Levels

This section describes the Configurable Item in detail:-

Purpose
Wage types (Basic Pay) applicable to employee groups shall also be maintained from this
node.

Description
Payscale Groups & Levels shall be decided based on the Payscale Type and Payscale Areas and
compensation structure applicable. Indirect Valuation of Wage Types in Basic Pay Infotype
(INVAL A Default Amount) shall be entered here. This Grouping can be done based on the
Employee Subgroup grouping for Collective Agreement Provisions, Payscale Group, Payscale
Level, Payscale Type and Payscale Areas.
Details maintained in the Section2.8 will be reflected here.
Explanation

1. Click on

Maintain Payscale groups and Levels.

2. Check details entered previously. No need to maintain this node if

details are found correct.
3. Click on

to update details if required.

4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1. 0008

Tables
storing
relevant
data

1. V_T510

Relationship
with Other
Nodes

1.

(F3) to come out of the screen

Basic Pay

Configuration Description to define Payscale groups and levels.

232

IMG Path to maintain Payscale groups.

TO choose required Payscale Type and Area

To check and Maintain Payscale groups and levels.

Remarks
Wage types that are evaluated indirectly through INVAL A i.e. a fixed amount as defaulted in
Infotype: 0008 can be entered here.

233

Define Valuation of base Wage Types

This section describes the Configurable Item in detail:-

Purpose
In this step, as per TAYO ROLLS LIMITED requirement, indirect valuation for wage types shall
be defined based on the Module variant mentioned in the Wage Type Characteristics node
(INVAL B).

Description
Indirect Evaluation is a method to calculate the eligible amounts (default) for some of the
wage types. INVAL is the Indirect Evaluation Module used to meet the Indian specific business
requirements. INVAL with Module variant A shall be used to default fixed amounts and Variant
B shall be used to calculate amount on percentage basis on some other wage type.
Amounts for wage types calculated on percentage basis (INVAL B) shall be configured here.
INVAL and module variants shall be maintained for required wage types in Wage Type
characteristics node.
Enter Indirect Valuation Module Name (PRZNT), Valuated Wage Type (Wage Type Code for
which amount is calculated by using INVAL - B), Enter serial no, if the amount is calculated on
wage types, start date and end date for the, Base Wage Type (on which amount is calculated
for valuated wage type) and percentage (to be calculated on base wage type).
Explanation

1. Click on

Maintain Valuation of Base wage Types.

2. Check details entered previously. No need to maintain this node if

details are found correct.
3. Click on

to update details if required.

4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. Basic Pay: 0008

2. Recurring Payments & deductions: 0014
3. Additional Payments: 0015

Tables
storing
relevant
data

1. V_T539J

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description define valuation of base wage types.

234

IMG Path to maintain valuation of Base wage types.

Maintaining INVAL B for required for wage types.

235

Remarks
INVAL details shall be entered for required wage types in Wage Type Characteristics, specify
Percent in Time / Measurement Unit and requirement of overwrite Indicator.
Unlike the wage types that are evaluated through INVAL A, where a wage type can have
different values for different groupings, here a wage type can have a single relationship for
all Allowance groupings.

Calculate Eligibility for RAPs

This section describes the Configurable Item in detail:-

Purpose
In this activity, eligibility details to calculate any employee's Reimbursement, Allowance or
Perk (RAP) shall be maintained.

Description
In this activity, you set up the eligibility details to calculate any employee's Reimbursement,
Allowance or Perk (RAP). Amount shall be entered against each wage type which indicates
the eligibility or limit for that particular allowance group if they have.
Explanation

1. Click on

Calculate Eligibility for RAPs.

2. Enter Allowance Grouping in the subsequent screen or click on the

Radio button to choose Allowance Grouping.
3. Click on
to update details in the screen Change view
Reimbursements, Allowances, Perks Eligibility.
4. Enter all the Payment wage types along with eligible amounts
applicable to that Allowance Grouping and select Rap Indicator of the
wage type.
5. Click on

(Ctrl + S) to save the changes made.

6. Click on Back button

(F3) to come out of the screen

Infotypes
Populated

1. Basic Pay: 0008

2. Recurring Payments & Deductions:0014
3. Additional Payments:0015

Tables
storing
relevant
data

1. V_T71NA9.

Relationship
with Other
Nodes

1. Not Applicable.

236

Configuration Description to define eligibility for RAPs.

IMG Path to Calculate eligibility for RAPs.

To choose AlGrp for maintaining RAPs

Maintaining RAPs for desired AlGrp.

237

L e a v e Tra v e l
General Information
This section describes the Configurable Item in detail:-

Purpose
In TAYO, LTA benefit is provided to employees as an annual benefit. Leave rules related to LTA
requirement shall be configured in this node.

Description
LTA is an annual component of any employees' gross salary normally paid against a claim and is
subject to a minimum period of leave taken by the employee. In this section of the IMG, LTA
related leave rules shall be configured. LTA (travel) and tax exemption based on the expenses
incurred by the employee shall be captured in Exemptions Infotype (0582) sub type: LTA.

Explanation

1. Path: IMGPayrollPayroll India Leave Travel

2. To maintain LTA leave eligibility rules, click on
lead to sub screen Leave validation for LTA.

Leave Travel which

3. Enter Allowance Groupings and applicable Absence type, no of days and

Counting method in Leave validation for LTA.
4. Click on

(Ctrl + S) to save the changes made.

5. Click on Back button

Infotypes
Populated

1.

Tables
storing
relevant
data

1. V_T7INL1

Relationship
with Other
Nodes

1. Not Applicable

(F3) to come out of the screen.

0582 Exemptions (Sub Type : LTA)

Configuration Description about Leave travel details

238

IMG Path to maintain Leave Travel details

IMG Path to Leave eligibility details for LTA.

239

Leave Travel Process

This section describes the Configurable Item in detail:-

Purpose
To meet TAYO ROLLS LIMITEDLTC Process requirements a Custom report has been developed.
This report helps in processing annual / biannual LTC claims, LTC Advance Claims, Update LTC
Claims, Cancellation of LTC Advance Claimed, Conversion of LTC advance to LTC claim.

Description
In order to meet LTC requirements of TAYO ROLLS LIMITED a custom has been developed. This
report is used in administering Annual/ biannual claims, LTC Advance claims, Update LTC
Claims, Cancel LTC Claims and convert LTC Advances to LTC claimed records. The total LTC
process is processed through ESS, Work Flow and Custom Report.
Explanation

1. Maintaining LTC Block years (Sub Blocks): Enter sub blocks in the Table:
T511K (Payroll Parameters : LTABG and LTAEN).
2. LTC Eligibility details shall be maintained in V_T7INT9 Table.
3. Employees leave details shall be captured through ESS, which shall be
maintained by employee only.
4. Once the employee applies for LTC leave, work flow will be triggered in
the background and details are passed to Payroll Administrator.
5. Based on the applicability Payroll administrator will process LTC claim
and the feedback will be provided to employee through mail.
6. LTC claims details are captured in YHRMT_LTC
7. While processing LTC advance claims, system will check employees
eligibility and applicability of LTC claims from YHRMT_LTC created.
8. Payroll Administrator shall update the LTC Claim based on the proof
submitted by the employee. Details of the LTC claims will be updated
in YHRMT_LTC and LTC payment wage type in Infotype 15 for further
processing in payroll.
9. Employee can cancel the LTC advance by providing advance deposit
receipt number, which will be provided by the Finance department
after receiving the advance amount from the employee. These details
will be updated automatically in the YHRMT_LTC.
10. Payroll Administrator can convert LTC Advance amount to LTC paid after
the verification of proof of expenditure. System updates automatically
LTC Advance Wage type with Negative value and payment amount shall
be uploaded to LTC payment wage type for further processing in Payroll
and tax computation purpose.
11. Payroll Administrator shall update Infotype: 582 (LTC amount) for tax
exemption computation purpose, otherwise total LTC paid amount will
be treated as taxable component only.

240

Infotypes
Populated

1.

0582 Exemptions (Sub Type : LTA)

Tables
storing
relevant
data

1. YHRMT_LTC

Relationship
with Other
Nodes

2. Not Applicable

Customisation description LTC Report.

IMG Path to maintain Leave Travel details

241

IMG Path to Leave eligibility details for LTA

242

Gratuity
General information
This section describes the Configurable Item in detail:-

Purpose
In this section of IMG, configuration related to Gratuity, retrial benefit for the TAYO ROLLS
LIMITED employees, shall be configured.

Description
In this section of the Implementation Guide (IMG), settings that define the employer's
contributions towards funds that support the employee's retirement plan can be made.
Gratuity component for Payroll India can be configured in this node.
Gratuity is a benefit provided to the employee on the cessation of his or her services. This is a
statutory component, applicable to all employees of an organization. The employer
contributes to a gratuity trust so as to provide for payment at the time of termination or
retirement.
The system calculates gratuity as per the Gratuity Act. If the rate of gratuity provided by the
company is higher, the system will instead, compute gratuity as per the company rules.

Explanatio
n

1. Path for Retirement Benefits:

Retirement Benefits.

IMG Payroll Payroll India

2. Click on IMG Activity Node

Gratuity to get series of nodes to be
configured for the purpose of Gratuity requirements of the Company.
Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1. Not Applicable

Configuration Description about Retrial benefit Gratuity.

243

IMG Path for Gratuity Configuration.

Maintain Gratuity Trust ID

This section describes the Configurable Item in detail:-

Purpose
In order to meet the administrative and other statutory requirements of Gratuity a separate
gratuity Trust was established. Id of the trust shall be captured in this configuration node.

Description
In this activity, Gratuity Trust Id maintained by the company shall be configured. This is a
Four digit Alphanumeric code which shall be entered in the Gratuity ID Filed.
Explanatio
n

1. Click on IMG Activity Node

to Maintain Gratuity Trust ID of the
Gratuity Trust maintained by the Company.
2. Click on

in the subsequent screen - Gratuity Id Maintenance.

3. Enter Gratuity Trust ID in the GRA ID field and Name of Gratuity Trust in
the Text field in the Gratuity ID maintenance table.

244

4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

Configuration description - Gratuity Trust ID

IMG Path to Maintain Gratuity Trust ID.

Maintaining Gratuity ID details.

Maintain Gratuity Contrb. Freq. and related Wage Types

This section describes the Configurable Item in detail:-

Purpose
In this node, Gratuity contribution frequency rate and related wage types shall be defined.

245

Description
In this activity Gratuity contribution frequency shall be defined, whether contribution to the
gratuity trust is to be made annually or monthly, annual contribution is to be made at the end
of financial year or calendar year. Also required to define whether the wage type for gratuity
contributions made on a monthly basis or annual basis, the wage type used to calculate the
provisional monthly gratuity contributions, in case the contribution to the trust is made
annually. This wage type needs to be defined only if provisional wage types per month needs
to be calculated and posted to a provisional account. Assign the Gratuity trust ID to technical
wage types and frequency monthly contribution details in the table.
Explanatio
n

1. Click on IMG Activity Node

related wage types.
2. Click on
wage types.

Maintain Gratuity contr.Frequency and

in the subsequent screen - Gratuity Id and related

3. Enter Gratuity Trust ID, Frequency contribution, Monthly contribution,

Monthly WT, Annual WT and Provisional WT in the required fields of
Gratuity ID and related wage types table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

Frequency of Gratuity Contribution - Configuration description

Maintain Gratuity contribution frequency.

246

Maintaining Gratuity contribution wage types.

Define contribution rates for Gratuity

This section describes the Configurable Item in detail:-

Purpose
As per the requirement of TAYO, Gratuity contribution rate (provision every month) shall be
defined in this node.

Description
Contribution rates used to calculate the gratuity contributions made by the employer shall be
defined in this activity. These company-specific rules are linked to gratuity funds and enable
the system to calculate and store gratuity amounts during the payroll run. Assign these
contribution rates to Allowance Grouping and Gratuity Trust Ids as applicable.
Explanation

1. Click on IMG Activity Node

2. Click on
screen.

to Define contribution rates for Gratuity.

in the subsequent Gratuity Details Maintenance

3. Enter Allowance Grouping, Gratuity Trust ID, Rate of contribution, start

and end date in the respective fields of the Gratuity details
maintenance table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. V_T7ING1

Relationship

1. Not Applicable

to come out of the screen

2.

247

with Other
Nodes

2.

Gratuity rate of Contribution - Configuration description

IMG Path to define contribution rates for gratuity.

Defining contribution rates to gratuity.

248

Maintain Eligibility Years of Gratuity

This section describes the Configurable Item in detail:-

Purpose
Gratuity eligibility period for the employee shall be configured in this node of IMG.

Description
In this step, the minimum number of years of service after which the employer begins to
contribute towards gratuity is specified here. The Number of Gratuity years Constant
(GRTYR) in the table view Payroll Constants, stores the value for the minimum number of
years.
Explanation

1. Click on IMG Activity Node

Maintain the eligibility years for Gratuity.

2. Enter start date, end date and no of years (value) in the appropriate
fields of Value of constants table.
3. Click on save button

or Ctrl +S to save the entries made.

4. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. V_T511K

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

Payroll Constants - Configuration description

IMG Path to define eligibility years for Gratuity.

249

Screen 3 :

Maintaining Gratuity eligibility years.

250

Superannuation
General information
This section describes the Configurable Item in detail:-

Purpose
TAYO ROLLS LIMITED is providing Superannuation benefit to the employees as a retrial benefit
for the welfare of the employees. Superannuation related requirements are captured in this
part of IMG.

Description
In this section of the Implementation Guide (IMG), settings that define the employer's
contributions towards funds that support the employee's retirement plan can be made.
Superannuation component for Payroll India can be configured in this node.
Superannuation is a non-statutory benefit provided to the employee on the cessation of his or
her services. The employer contributes to a Superannuation trust so as to provide for payment
at the time of retirement.

1. Path for Retirement Benefits:

Retirement Benefits.
Explanatio
n

IMG Payroll Payroll India

2. Click on IMG Activity Node

Superannuation to get series of nodes to
be configured for the purpose of Superannuation requirements of the
Company.

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description about Retrial benefit Superannuation.

251

IMG path to maintain Superannuation details.

Maintain Superannuation Trust ID

This section describes the Configurable Item in detail:-

Purpose
ID of the Superannuation Trust of the Company shall be maintained in this activity.

Description
Superannuation Trust Id maintained by the company shall be configured in this node. This is a
four digit alphanumeric code which shall be entered in the SAN ID Filed.

Explanatio
n

1. Click on IMG Activity Node

to Maintain Superannuation Trust ID of the
Superannuation Trust maintained by the Company.
2. Click on

in the subsequent screen - Superannuation Id.

3. Enter Superannuation Trust ID in the SAN ID Trust Filed and Name in the
Text field of the Superannuation ID maintenance table.

252

4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen

Superannuation Trust ID - Configuration description

IMG path to maintain Trust ID.

Superannuation ID maintenance details.

Maintain Superannuation Contrib. Freq. and related Wage Types

This section describes the Configurable Item in detail:-

Purpose
In this node, Superannuation contribution frequency rate and related wage types shall be
defined.

253

13.3.1

Description

In this activity Superannuation contribution frequency shall be defined, whether contribution

to the gratuity trust is to be made annually or monthly, annual contribution is to be made at
the end of financial year or calendar year. Also required to define whether the wage type for
gratuity contributions made on a monthly basis or annual basis, the wage type used to
calculate the provisional monthly gratuity contributions, in case the contribution to the trust
is made annually. This wage type needs to be defined only if provisional wage types per
month need to be calculated and posted to a provisional account. Assign the Superannuation
trust ID to technical wage types and frequency monthly contribution details in the table.

Explanatio
n

1. Click on IMG Activity Node

and related wage types.

Maintain Superannuation contr. Frequency

2. Click on
in the subsequent screen - Superannuation Id and
related wage types.
3. Enter Superannuation Trust ID, Frequency contribution, Monthly
contribution, Monthly WT, Annual WT and Provisional WT in the required
fields of Superannuation ID and related wage types table.
4. Click on save button
5. Click on back (F3) button
Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

or Ctrl +S to save the entries made.

to come out of the screen

Frequency of Superannuation Fund Contribution - Configuration description

IMG Path Maintain Superannuation related wage types

254

Defining Superannuation ID related wage types.

Define Contribution Rates for Superannuation

This section describes the Configurable Item in detail:-

Purpose
Superannuation contribution rate shall be defined in this node.

Description
Ccontribution rates used to calculate the Superannuation contributions made by the employer
shall be defined in this activity. These company-specific rules are linked to gratuity funds and
enable the system to calculate and store gratuity amounts during the payroll run. Assign
these contribution rates to Allowance Grouping and Superannuation Trust Ids as applicable.
Explanation

1. Click on IMG Activity Node

Superannuation.
2. Click on
Maintenance screen.

to Define contribution rates for

in the subsequent Superannuation Details

3. Enter Allowance Grouping, Superannuation Trust ID, Rate of

contribution, start and end date in the respective fields of the
Superannuation details maintenance table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. V_T7INS1

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

2.

Configuration description- Superannuation rate of Contribution

255

IMG Path to define contribution rates for Superannuation.

Superannuation rate of contribution.

256

P r o v i d e n t Fu n d
General information
This section describes the Configurable Item in detail:-

Purpose
In this section of the Implementation Guide (IMG), Employer and Employee contributions of
TAYO ROLLS LIMITED towards Provident Fund shall be captured.

Description
Provident Fund (PF) is a statutory contribution scheme applicable to all employees.
Contributions are based on a percentage set by the Government. The contribution
percentage may vary provided the amount of contribution is equal to or more than the
statutory amount. Both the employee and the employer contribute to this fund. Pension is a
benefit in which an employee receives regular payment from the employer after retirement
or termination provided he or she meets the eligibility criteria. The contribution to pension is
deducted from the employer's contribution to PF. In case of Coal Mines Provident Fund, both
employer and employee contribute towards Pension Fund. No need to contribute towards PF
Admin charges, EDLI & EDLI Admn. Charges.
There are three types of PF trusts: Excluded Trust, where no contributions are made towards
EDLI, EDLI administration or Pension. The entire contribution is made to the trust in the form
of Provident Fund. Exempted Trust, where EDLI, EDLI Admin and Pension (8.33%) are
contributed to the Government. Provident fund is maintained by a trust other than Regional
provident fund commissioner (RPFC). Regional Provident Fund Commissioner (RPFC) Trust,
where all the contributions are made to the government. Based on the type of trust,
contribution towards PF, Pension and EDLI may vary.
1. Path for Statutory Social Contribution: IMG Payroll Payroll India
Statutory Social Contribution.
Explanatio
n

2. Click on IMG Activity Node

Provident Fund to get series of nodes to
be configured for the purpose of Provident Fund requirements of the
Company.

Infotypes
Populated

1. Provident Fund - 587

Tables
storing
relevant
data

1. Not applicable.

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description about Statutory Social Contribution Provident Fund.

257

IMG path to configure Provident Fund Configuration.

Define Trust Details of Provident Fund

This section describes the Configurable Item in detail:-

Purpose
Provident Fund contributions of the employees & employer are deposited at the various
Provident Fund Trusts at different locations. All the PF Trusts details are captured in this
section of IMG.

Description
In this activity, you define the different Provident Fund (PF) trusts that the employer and
employee contribute to, and set the wage types used to calculate contributions made to the
trusts and its associated handling charges. Separate Trusts are to be configured in case of
Contribution rates and rules are different. Enter Trust details in the Trust ID, Trust details,
and Wage types used to calculate contributions shall be entered in the appropriate fields.
Explanatio

1. Click on IMG Activity Node

to Define Trust details of Provident Fund.

258

2. Click on

in the subsequent screen Trust Master.

3. Enter PF Trusts IDs, Trust Name, Trust Type and appropriate wage types
in the contributions fields in the Trust Master table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Provident Fund : 0587

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

Trust details of Provident Fund - Configuration description

IMG Path to define PF Trust Details.

259

Defining PF Trust Master.

Define Contribution Rates for Provident Fund

This section describes the Configurable Item in detail:-

Purpose
As per statutory requirement Employer also (TAYO) shall contribute towards Provident fund.
TAYO ROLLS LIMITED contribution rate towards Employer provident fund shall be configured in
this node.

Description
Contribution rates used to calculate the Provident Fund contributions made by the employer
shall be defined in this activity. This is a non-statutory rate and can be any amount that is
equal to or greater than the statutory rate (prescribed by Government).
Explanation

1. Click on IMG Activity Node

Fund.
2. Click on

to Define Company rates for Provident

in the subsequent screen opened.

3. Enter Allowance Grouping, Employer Rate of contribution, start and end

date in the respective fields of the Company rates for PF details
maintenance table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. V_T7INF5

Relationship

1. Not Applicable.

to come out of the screen

260

with Other
Nodes
Company Rate of Provident Fund Contributions - Configuration description

IMG path to define Company rates of provident Fund.

Defining PF rate for Employer Contributions.

Define PF Trust Validity Period

This section describes the Configurable Item in detail:-

Purpose
TAYO ROLLS LIMITEDis depositing Employee and Employer PF contributions at various Trusts.
Validity period of the shall be captured in this IMG node.

Description
Provident Fund (PF) trusts and validity period of the trusts applicable to the company shall be
defined in this node of IMG. The provident fund trusts defined in this step are used as a basis
for selection in the infotype (587) Provident Fund Contributions.

261

Explanation

1. Click on IMG Activity Node

2. Click on

to Define PF Trust Validity Period.

in the subsequent screen opened.

3. Enter PF Trust ID, start date, end date, rate of interest paid by the trust
and EDLI payee details in the appropriate columns of the Trust Details.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. V_T7INF7

Relationship
with Other
Nodes

1.

to come out of the screen

0587 Provident Fund Infotype.

PF Trust validity period - Configuration description

IMG path to define PF Trust Validity Period.

Employer PF rate of Contributions.

Maintain Contribution Details for Provident Fund (Feature : (40 EPF)

This section describes the Configurable Item in detail:-

262

Purpose
In this activity, contributions rates shall be attached to PF trusts where PF contributions of
TAYO ROLLS LIMITED employees are deposited.

Description
This feature is used to determine the type of the establishment and the Trust identification
number. Type of the establishment gives information about the statutory percentages of
contribution by employer and employee. In this configuration node, rates of contributions
shall be assigned to PF trusts for the further processing in payroll and to meet statutory
requirements. This feature is being called in Payroll function INEPF and uses the return values
for PF processing and reporting. Structure for Decision tree for this feature consists of:
Company code, Personal area, Personal Subarea, Employee group, Employee subgroup,
Country Grouping and Provident fund Trust id.

Explanation

1. Click on IMG Activity Node

to Statutory Social Contribution for
Provident fund related configuration nodes.
2. Click on IMG Activity Node
to Maintain contribution details for
Provident Fund, which will lead to Feature Initial Screen: 40 EPF.
3. Select Decision Tree in the list mentioned under sub objects heading in
the subsequent screen opened and choose
decision tree.
4. Select

to configure

of the decision tree structure in the sub sequent screen

opened and choose

(F5) which lead to sub screen 40 EPF: Choose
Node type for New Nodes.
5. Select Field for Decision Operation in the sub screen opened and choose
(Enter) which lead to another sub screen: Field selection for decision
operation.
6. Select TSTID Provident Fund Trust and choose
the same to decision tree structure.

(Enter) to transfer

7. Select TSTID in the decision tree structure and choose

lead to sub screen Values for TSTD.

(F5) which

8. Enter Trust Ids in the Values for TSTID in the sub screen opened. Choose
(New Line F5) to enter more trust IDs and choose
transfer the same to decision structure.

(Enter) to

9. Select on of the Provident Fund Trust Ids which are transformed to

decision tree structure and choose
(F5) which lead to sub screen 40
EPF: Choose Node type for New Nodes.
10. Choose Return values in the sub screen opened and choose
which lead to another sub screen :Return Value for Field Value.

(Enter)

263

11. Enter contribution type applicable to the Provident Fund Trust in the
appropriate field of the Return value (M/ER REF No. /ER PENSION REF.
No.).
12. Repeat the same steps for the other provident fund trusts mentioned in
the tree structure.
13. Click

(Ctrl + F2) to check the correctness of the feature.

14. If message is error free click on

15. Click on back (F3) button
Infotypes
Populated

1. Provident Fund 0587.

Tables
storing
relevant
data

1. V_T7INF3, V_T7INF7

Relationship
with Other
Nodes

1. Not Applicable.

(Ctrl +F3) to activate the feature

to come out of the screen

Customisation of 40 EPF Feature.

IMG path to maintain contribution details for Provident Fund.

264

Initial configuration screen for 40 EPF Feature.

40 EPF Feature configuration.

265

Define Contribution Type for Statutory Rates of Provident Fund.

This section describes the Configurable Item in detail:-

Purpose
In this activity the contribution rates have been assigned to types of pf trusts.

Description
In this activity the contribution rates have been assigned to types of pf trusts . Also required
to specify contribution rates for Employer PF & Pension Contribution, Employee PF
Contribution, PF Admn. Charges and EDLI Admn. Charges.

Explanatio
n

1. Click on IMG Activity Node

rates of Provident Fund.
2. Click on

to define contribution type for statutory

in the subsequent screen opened.

3. Enter contribution type, period start date, end date, and percentages
of EE Contrib, Er Contrib, Er Pen Ctr, PF Adm Chr and EDLI Admin in the
statutory rates of Provident Fund.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. V_T7INF3

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

PF Trust validity period - Configuration description

IMG Path to define rates of contribution to each type.

266

Defining Statutory rates for Provident Fund.

Tayo Pension:
This is the deduction, which is only applicable for both old and New pay type workers.
Description: As a part of Employee welfare deduction, Tayo pension is deducted every
month from employees Earned Basic and DA contribution.
This contribution is made to the Tayo pension trust.
This contribution is 2% of earned Basic and DA.
To set this, a wage type is created called Tayo Pension with the code of 1102.
Menu path to maintain this is as follows
SPRO Personnel administration basic pay and followed by the screen below

This is maintained through table shown in the screen below

267

Once this is saved the deduction is maintained through IT 0014 with subtype as wage
type 1102.

268

P r o f e s s i o n a l Tax
General information
This section describes the Configurable Item in detail:-

Purpose
Professional tax details of the applicable states shall be captured in this node of the IMG.
Professional Tax shall be deducted from the employees of TAYO ROLLS LIMITED working at
various states

Description
Professional Tax is a tax on employment and it is deducted from the wages payable to all
employees with the exception of certain categories such as disabled and so on but may vary in
different States as per the laws that govern them.
It is a statutory deduction administered by the State. Deductions are based on the salary slabs
for all the employees who are specified by the respective state governments or local bodies
(authorities).
Explanatio
n

1. Path for Statutory Social Contribution: IMG Payroll Payroll India

Profession tax.
2. Click on IMG Activity Node
Profession Tax to get series of nodes to
be configured for the purpose of Profession Tax requirements.

Infotypes
Populated

1. Other Statutory deductions 0588.

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

Configuration Description about Profession Tax.

269

IMG Path to configure P Tax details.

Define Profession tax Grouping Details

This section describes the Configurable Item in detail:-

Purpose
Personnel area and Personnel Subareas shall be grouped for the purpose of Professional Tax
requirements from the TAYO ROLLS LIMITED employees working at different locations.

Description
In this activity, personnel area and subarea groupings for Professional Tax (PTax), which are
used to group all personnel areas, and subareas that contribute to the same professional tax
circle shall be defined.
Explanatio
n

1. Click on IMG Activity

to define Professional tax grouping details.

2. Check system provided details of the various states profession tax

details, in the subsequent screen Professional Tax Groupings details.
3. Choose

to enter Professional tax detail, if required.

4. Enter P tax Group, Region (click on

to select desired state), Zone
No, Division, Regn.Certificate No., Office Circle Name, P Tax Circle
Name, Start date and End of the period in the appropriate columns of
the Professional tax groupings details table.
5. Click on save button

or Ctrl +S to save the entries made.

6. Click on back (F3) button

Infotypes
Populated

1.

Tables

1. Not Applicable

to come out of the screen

0588 (other statutory deductions)

270

storing
relevant
data
Relationship
with Other
Nodes

1. Not Applicable

Configuration Description about Professional Tax details.

IMG path for P Tax Groupings.

Maintaining Professional Tax Grouping details

Assign Professional Tax Groupings for Personnel Areas and Subareas

This section describes the Configurable Item in detail:-

Purpose
In this node, Professional Tax assignment with applicable Personnel Areas and Personnel
Subareas shall be grouped.

271

Description
Based on the professional tax details configured in the previous node, professional tax
groupings shall be attached to applicable personnel areas and personnel areas for the further
processing in the payroll.
Explanatio
n

1. Click on IMG Activity Node

personnel areas and subareas.

to assign Profession Tax groupings for

2. Enter Professional tax groupings details configured in the previous node

in the ps grp ptx field against applicable personnel areas and subareas.
3. Do not group if Professional Tax is not applicable to the particular
subareas.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1.

Tables
storing
relevant
data

1. V_7IN0P

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen.

0588 (other statutory deductions).

Configuration Description about Professional Tax grouping details.

IMG Path to assign P Tax to PA & PSAs.

Assigning PSA Grouping for Profession Tax.

272

Assign amounts for Professional Tax Deductions

This section describes the Configurable Item in detail:-

Purpose
Professional tax slab / rates shall be configured details of the applicable states shall be
captured in this node of the IMG.

Description
In this activity, you assign a Professional Tax (Ptax) rate to a slab code, if existing P Tax slabs
are changed or for new requirements. Slabs are salary brackets as specified for a State by the
respective State Government or local authority. To assign rates to slab codes for a state, first
define the slab code and then assign serial numbers, maximum limits and the rates.
1. Click on IMG Activity button
deductions.
Explanatio
n

to assign professional tax amounts for

2. Click on
to enter required professional tax details in the
subsequent screen Professional tax Slab Amount Screen.
3. Enter slab code, serial number, maximum limits and the rates in
appropriate columns of the Professional tax slab amounts table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen

V_T7INP4

Configuration Description about Professional Tax Slab Details.

IMG Path to assign amounts for P Tax deduction.

273

Maintaining P Tax deduction details.

Maintain Method and Form Layout for Ptax Grouping

This section describes the Configurable Item in detail:-

Purpose
Professional tax slab codes shall be linked with applicable states/regions & Form Layout shall
be captured in this node of the IMG.

274

Description
In this activity, you link a Professional Tax (Ptax) slab code to the region & Form Layout.

1. Click on IMG Activity button

Ptax Grouping.
Explanatio
n

2. Click on

to maintain method and form layout for

to enter required professional tax details.

3. Enter slab code, serial number, maximum limits and the rates in
appropriate columns of the Professional tax slab amounts table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

2. Not Applicable

Tables
storing
relevant
data

2.

Relationship
with Other
Nodes

2. Not Applicable

to come out of the screen

V_T7INP4

Configuration Description about Professional Tax Slab Details.

IMG Path to maintain method & Form layout for Ptax grping.

275

Method & Form layout for state

276

Tax
General information
This section describes the Configurable Item in detail:-

Purpose
In this section of the Implementation Guide (IMG), you make the settings that affect the
calculation of tax during a payroll run.

Description
Income tax is deducted from all employee's gross salary for as per the Income Tax Act of
1961. This is deducted by the employer on a monthly basis and is transferred to a particular
bank under a unique identification as specified. A summary of the tax return for all employees
is submitted by the employer to the local tax authority at the end of each financial year. A
summarized calculation of the tax returns is given to the employee at the end of the financial
year or on termination of employment. The laws for the calculation of taxes are subject to
change with changes in the Income tax act. In addition to overall taxation, statutory
requirements enforce different kinds of tax exemption for different types of allowances.
Some exemptions are based on limits with specified frequency (for example, monthly or
annual) depending on the individuals specific data. Tax rates for calculation, personnel
subarea grouping for tax, deductions under section 80 and section 88, exemption limits on the
components mentioned in the RAPs Table shall be configured in this node.
Explanatio
n

1. Path for Tax: IMGPayrollPayroll IndiaTax.

2. Click on

to list sub nodes to configure tax related details.

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description about Tax Details.

277

IMG path to maintain Tax details.

278

Define Personnel Area and Personnel Sub Area Grouping for Tax
This section describes the Configurable Item in detail:-

Purpose
In this section of the Implementation Guide (IMG), settings that affect the calculation of tax
during a payroll run shall be configured.

Description
In this activity, employees at different locations shall be grouped together based on the
personnel area and personnel subarea to whom the same tax office is applicable.
1. Path: IMGPayrollPayroll IndiaTaxBasic settings.
Explanatio
n

2. Click on IMG Activity Area grouping for Tax.

to assign Personnel Area and personnel Sub

3. Click on
button to enter Tax Grouping related details in the
subsequent screen Personnel Sub Area grouping for Tax.
4. Enter Tax Grouping, TDS Circle, Ward No and Payee key in the
appropriate columns of the Personnel Subarea Grouping for Tax Table.
5. Click on save button

or Ctrl +S to save the entries made.

6. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen

Configuration Description about Tax Grouping Details.

IMG Path to define PA & PSA Grouping for tax

279

Defining PSA Grouping for Tax.

Assign tax grouping details for Personnel Areas and Sub Areas
This section describes the Configurable Item in detail:-

16.3.1

Purpose

In this section of the Implementation Guide (IMG), settings that affect the calculation of tax
of TAYO ROLLS LIMITED employees during a payroll run shall be configured.

16.3.2

Description

In this activity, assign tax-grouping details to personnel areas and personnel sub areas based
on the requirements.
Explanatio
n

1. Click on IMG Activity to assign Personnel Area and personnel Sub

Area grouping for Income Tax.
2. Assign Tax grouping details to appropriate personnel areas and
personnel subareas in the subsequent screen Personnel area and
subarea grouping for Income tax.
3. Click on save button

or Ctrl +S to save the entries made.

4. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

V_7IN0P_TAX

Configuration Description about Tax Grouping Details.

280

Assign tax groupings for Personnel Subareas.

Personnel Area and Sub Area for Income Tax.

Configure Wage Types for Section.80 (Third party Deductions)

This section describes the Configurable Item in detail:-

Purpose
In this section of the Implementation Guide (IMG), Sec.80 deductions and Investments, made
by TAYO ROLLS LIMITED employees, under section 88 made through payroll shall be captured
for Income tax calculation purpose.

16.4.1

Description

The legal system provides for deductions from taxable income and rebates that are
subtracted from the income tax otherwise payable by an employee. Sometimes employer
facilitates deductions from employee's salary once in a year or any other frequency suggested
by employee to contribute to the relevant Funds/Trusts etc, so that employee can avail
deductions under section 80 and / or rebate under section 88. In this section of the IMG, we
can assign wage types to be deducted for various heads under section 80 and section 88.
Contributions or investments made under Section 80 are considered as deductions from Gross
Total Income (GTI) as per the limits specified by Central Government. By assigning a wage

281

type, we ensure that the annual value of the wage type along with the entries made in
Section 80 Deductions, Infotype (0585) becomes eligible for deduction from GTI for the
specified sub-section / division combination.
Wage types configured in Infotype 57 (Membership Fees) which attracts tax exemptions under
this section shall be configured here Income tax calculation purpose in Payroll processing.
Explanatio
n

1. Click on IMG Activity income tax exemptions.

to wage types for section 80 to calculate

2. Assign wage type code to the Tax Saving Type mentioned in the Table.
3. If more than one wage type has to be assigned to same Tax saving type,
copy the appropriate deduction from list of Tax saving schemes
mentioned in the table and enter sequence number in the Sequence
filed.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Membership fees - 0057

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen.

V_T7INIC

Configuration Description Third party (Section.80).

Configuration of Wage types under section.80

282

Assignment of wage types under section 80.

Remarks
More than one wage type can be associated with same sub-section / division combination
using the sequence field.

283

Configure Wage Types for Section.88 (Third party Deductions)

This section describes the Configurable Item in detail:-

16.5.1

Purpose

In this section of the Implementation Guide (IMG), Sec.80 deductions and Investments under
section 88 made through payroll shall be captured for Income tax calculation purpose.

16.5.2

Description

The legal system provides for deductions from taxable income and rebates that are
subtracted from the income tax otherwise payable by an employee. Sometimes employer
facilitates deductions from employee's salary once in a year or any other frequency suggested
by employee to contribute to the relevant Funds/Trusts etc, so that employee can avail
deductions under section 80 and / or rebate under section 88. In this section of the IMG, we
can assign wage types to be deducted for various heads under section 80 and section 88.
Contributions or investments made under Section 88 are considered as rebates from the total
tax payable by the employee. By assigning a wage type, we ensure that the annual value of
the wage type along with the entries made in Section 88 Deductions infotype (0586) becomes
eligible for rebate from tax payable otherwise for the specified investment.
Wage types configured in Infotype 57 (Membership Fees), which attracts tax exemptions
under this section, shall be configured here Income tax calculation purpose in Payroll
processing.
1. Click on IMG Activity income tax exemptions.

to wage types for section 88 to calculate

2. Assign wage type code to the Tax Saving Type mentioned in the Table.
Explanatio
n

3. If more than one wage type has to be assigned to same Tax saving type,
copy the appropriate deduction (investments) from list of Tax saving
schemes mentioned in the table and enter sequence number in the
Sequence filed.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1.

Relationship
with Other

1. Not Applicable.

to come out of the screen

V_T7INIA

2.

284

Nodes
Configuration Description Third party (Section.88).

IMG Path to configuration Wage types for section.88

Assignment of wage types under section 88.

Remarks
More than one wage type can be associated with same sub-section / division combination
using the sequence field.

Assign tax code limits wage types (Tax liability on RAPs)

This section describes the Configurable Item in detail:-

Purpose
In this section of the Implementation Guide (IMG), we can make the settings that affect the
calculation of tax on reimbursements, allowances and perks during a payroll run.

285

Description
Tax code limits, wage types and other criteria shall be assigned to appropriate tax code
mentioned in the system. This value is taken into account when calculating the employees tax
liabilities on certain benefits. Settings that will affect the calculation of tax on
reimbursements, allowances and perks during a payroll run shall be made in this section.
These tax limits or rates and other details are used for verification during a payroll run.
1. Path: Payroll IndiaTax Tax Liability on RAPs.
2. Click on IMG Activity 3. Click on
types screen.
Explanatio
n

to assign tax code limits to wage types.

to enter required details in the Taxability of wage

4. Enter Wage type, tax type, frequency, exemption amount, tax code,
period start date and end date in the appropriate fields of the
taxability of wage types screen.
5. Click on save button

or Ctrl +S to save the entries made.

6. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

V_T7INT9

Configuration Description Taxability of Wage Types.

IMG Path to Assign Tax code limits to wage types.

286

Configuration of taxability of wage types in RAPs Table.

287

O f f C y c l e P ay r o l l
General information
This section describes the Configurable Item in detail:-

Purpose
In this section of the IMG Off cycle payroll related parameters shall be configured. TAYO
ROLLS LIMITED requirements like Payment of Bonus, SAF Payment, and Annual Bonus etc will
be paid to employees during the month (apart from payroll).

Description
Payroll run that is carried out in addition to the regular payroll run for a specific day and for
individual employees. This activity helps in issuing a check to replace payments that were
originally made or employee lost or damaged the check, to make a bonus payment or to pay
LTC or leave advances.
Explanatio
n

1. Path: IMG PayrollPayroll IndiaOff cycle Activities.

2. Click on Off cycle Activities which will list out sequence of sub nodes
required to configure for Off-cycle Payroll purpose.

Infotypes
Populated

1. Off cycle payments - Infotype:267

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description Off cycle payroll activity.

288

IMG Path for Off cycle activities.

Check entry permissibility for Infotype- 0267

This section describes the Configurable Item in detail:-

Purpose
In this activity, you check those wage types you want to be paid through the One-Time
Payments Off-Cycle Infotype (0267) for an Off cycle payroll run.

Description
Wage types shall be configured in this node that is allowed for onetime Off cycle payroll.
System shall permit these wage types only while performing Off cycle payroll activities.
1. Click on IMG Activity (0267)
Explanation

2. Click on
activities.

to define entry permissibility for Infotype

to configure permissible wage types for Off cycle

3. Enter Wage type code, start date, end date and flag mark frequency
column in the appropriate fields of Allowed wage types for Off cycle
payments table.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen

V_T512Z

Configuration Description Entry permissibility per Infotype:0267.

289

IMG Path to Check permissibility for Infotype:0267.

Screen 4 :

Configuration of wage types for Off-cycle payments

Specify default values for wage types

This section describes the Configurable Item in detail:-

17.3.1

Purpose

In this step, default wage types for certain payments shall be configured.

17.3.2

Description

Default wage types for certain payment methods like Bonus payment shall be configured in
this IMG node. System defaults these wage types based on the off cycle reason selected by
the Administrator.

Explanation

1. Click on IMG Activity 2. Click on

to specify default values for wage types.

to configure default wage types for bonus run.

3. Enter Off cycle reason, Wage type code, start date and end date shall

290

be entered in the appropriate fields of default wage types for bonus

run.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not applicable.

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

V_T52OCW

Configuration Description specify default values for wage types.

Specify default values for wage types.

Off cycle reason and default wage types.

17.2

Specify default values for payment methods

This section describes the Configurable Item in detail:-

17.4.1

Purpose

In this step, default values for payment methods shall be specified.

291

17.4.2

Description

For off-cycle payroll, a payment method is already specified in the group box Specify
payment method, which the administrator can change at any time. In this step, you specify
the default payment method for off-cycle payroll. You can specify payment method for each
off-cycle reason.
Explanatio
n

1. Click on IMG Activity methods.

2. Click on

to specify default values for payment

to configure default payment methods.

3. Off cycle reason, valid period start date, end date and flag mark
default payment method IT009/Check/Man.check based on the
applicability.
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not applicable.

to come out of the screen

V_T52OCB

Configuration Description Default value for payment method.

Specify default values for payment methods.

Off cycle reason and default wage types.

292

Deductions
General information
This section describes the Configurable Item in detail:-

Purpose
In this section, determine how deductions with priorities and arrears are processed during
TAYO ROLLS LIMITED payroll run for various locations.

Description
Deduction priorities and arrears processing for calculating deductions shall be customized in
this part of IMG. Based on the deduction priorities and arrears processing methods assigned
to each deduction wage type system will prioritize which deduction shall be taken into
consideration incase of insufficient salary during payroll processing. This will also helps in
determining what happens to the deduction amount when the available net amount is not
sufficient. The remaining amount can be transferred into the next period via the arrears
table. The deduction is then reprocessed in this period.
Explanation

1. Path: IMGPayrollPayroll IndiaDeductionsArrears and priorities.

2. Click on Activity
Deductions Arrears and priorities which will list
down a series of sub nodes required to configure for prioritizing of
deductions.

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description Prioritising deductions.

IMG Path for Arrears and priorities for deductions.

293

Remarks
For maintaining priorities for deductions only this section has to be maintained otherwise no
need to customize this section.

Check wage type group Deductions for Arrears

This section describes the Configurable Item in detail:-

Purpose
In this step, wage types shall be assigned to a wage type group Deductions for arrears.

Description
All the deduction wages must be assigned to Wage Type Group 7001 Deduction for Arrears for
prioritising of deductions for arrears processing during payroll run. These priorities helps in
determining which deduction has to be taken first and processing of amounts in case of
insufficient salary of the employee. Based on the arrears characteristics assigned system will
determine whether the deductions are to be ignored or to deduct available amount and
processing of remaining amount.
Explanatio
n

1. Click on IMG Activity arrears.

to group wage types for Deductions for

2. Check all the wage types are reflecting in the Wage types Group (7001).
3. Click on
if wage types to be included and wage type code in
the WT field and press Enter
4. Click on save button

or Ctrl +S to save the entries made.

5. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

VV_52D7_B_7001_AL0

Configuration Description Wage type Group deductions for arrears.

294

IMG path for Path for Wage type group (7001).

Wage type group deductions for arrears.

Remarks
The standard system contains model wage types for arrears deductions that are already
assigned to the wage type group.

Define priority for deductions

This section describes the Configurable Item in detail:-

Purpose
In this step, deduction wage type characteristics for priorities and arrears processing shall be
determined.

Description
Each deduction wage type shall be prioritized based on the requirements. During payroll run
these deductions are sorted out based on the priorities assigned and processed in that order.
If the net amount is insufficient for all deductions, then system will consider arrears
characteristics assigned to each wage type and process accordingly. Following are the options
for while processing deductions and arrears: 1 Deduct the whole amount: 2 deduct as much as
possible 3 deduct as much as possible, remaining amount in arrears table 5 Deduct everything
or nothing 6 Deduct everything or nothing, remaining amount in arrears table. Deduction
Priority: A (highest) to Z (least) The deductions in the arrears table are transferred to the

295

next payroll period; here the system tries once again to withhold the deduction from the net
amount.
Explanatio
n

1. Click on IMG Activity -

to define priority for deduction.

2. Enter start date, end date of the period, priorities for deductions and
arrears in the respective fields of the table in the sub screen
Characteristics of arrears; deductions, priority, character.
3. Click on save button

or Ctrl +S to save the entries made.

4. Click on back (F3) button

Infotypes
Populated

1. Not Applicable.

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

V_51P6_B

Configuration Description Define priorities for deductions.

Screen 5 :

Define priority for deductions

Characteristics of arrears for deductions.

296

Maintain arrears deduction for retroactive accounting

This section describes the Configurable Item in detail:-

Purpose
Processing of deduction arrears during retro accounting shall be determined in this node.

Description
In this step, how deduction arrears are processed in retroactive accounting shall be
determined. During a retroactive run, the same amount is deducted as during the original run
for the payroll period, regardless of whether or not the amount has changed retroactively.
For this reason, it must be determined how any difference between the old and new
deduction amounts is to be processed. It is possible to carry the difference through to the
next payroll period, either in full, or only if the amount is positive or negative, or to ignore it
completely. The arrears table is used to carry the differences forward to the next original
period, in which they are then processed further. Assign a parameter to deduction wage type
to determine how it has to be processed during payroll run.
Parameters for retro accounting: 1 Deduct old amount, difference to Arrears table, 2 Deduct
old amount only positive difference to arrears 3 Deduct old amount, only negative amount to
arrears 4 Deduct old amount, ignore difference.

Explanatio
n

1. Click on IMG Activity accounting.

to maintain arrears for Retroactive

2. Enter start date, end date of the period, Retro accounting arrears in the
respective fields of the table in the sub screen Characteristics of
arrears; deductions, retro-Accounting.
3. Click on save button

or Ctrl +S to save the entries made.

4. Click on back (F3) button

Infotypes
Populated

1.

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable.

to come out of the screen

V_51P6_C

2.

Configuration Description Define priorities for deductions.

297

IMG Path to Maintain Arrears Deductions

Maintain Arrears Parameters for Retro accounting.

298

Company Loans
General Information
This section describes the Configurable Item in detail:-

Purpose
TAYO ROLLS LIMITED is providing various types loans to their employees with different loan
conditions. This loan amount is deducted from the salary in regular installments during
payroll processing. In this section, required settings shall be made to enter data and process
Company loans.

Description
This section of the IMG shall be configured to administer Company Loans in SAP. The amount
of administration is kept low as the processing of formalities, payment of the loan, repayment
and interest payment by the employee, can simply be processed using Payroll. Loan
repayment and interest calculation are automatically processed in Payroll and, according to
entries made, withheld from the employees salary. The loan accounting data is saved
together with the payroll results. Loan types distinguish between loans using the purpose and
the loan category. At least one loan condition is assigned to a loan type. The interest rate and
repayment pattern for the loan are stored in this type of loan condition. Enter Loan data of
the employee in Loans Infotype (0045).

Explanation

1. Path: IMGPayrollPayroll India Company Loans.

2. Click on IMG Activity
Company Loans which will display calculation
and Master data maintenance for Company loans.

Infotypes
Populated

1. Company Loans - 0045

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

Not Applicable.

Configuration Description Company Loans.

299

IMG Path to maintain Company Loans.

Remarks
For administering Company Loans in SAP only this section has to be maintained otherwise no
need to customize this section.

Activate Calculation
This section describes the Configurable Item in detail:-

Purpose
In TAYO ROLLS LIMITED different Loans are provided to employees for the benefit of the
employees. Data related to Loans provided to employees shall be captured in infotype: 45. In
this step, processing of Loans data stored in Loans Infotype shall be activated to calculate
during payroll processing.

Description
Loans provided to employees by the Companies in order to meet different requirements of
the employees. These loans includes Initial settling loans, computer loans, vehicle loans, soft
furnishing loans and non refundable pf loans, which shall be provided to employees based on
their eligibility as per Company Policy. Loans provided to employees shall be captured in
Loans Infotype: 0045. In order to process the loans (data stored in infotype) during payroll
processing Personnel Calculation (Sub) Schema: INLN shall be activated in Payroll Schema:
ZN00.

300

Explanatio
n

1. Click on IMG Activity to Activate Calculation of Loans data in

Infotype: 0045 during payroll processing every month.
2. Enter

ZN00

Customer

specific

payroll

schema

and

choose

to activate the Loan Accounting Sub Schema.

3. Remove * from the ColumnD marked against the Loan Accounting sub
schema INLN to Activate Loans Calculation during Payroll Processing.
4.

Click
not.

(Ctrl + F2) to check whether customized feature is correct or

5. If message is error free click on

6. Click on back (F3) button
Infotypes
Populated

1. Company Loans -0045

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

(Ctrl +F3) to activate the feature.

to come out of the screen.

Configuration Description to activate Loan Accounting Subschema.

IMG Path to Activate Calculation of Loans data.

301

Personnel Calculation Schemas: Initial Screen

302

Personnel Calculation Schemas: Initial Screen

Adjust Value Date

This section describes the Configurable Item in detail:-

Purpose
In TAYO ROLLS LIMITED different types of loans are provided to employees based on the
eligibility as per Company Policy. Loans provided to employees shall be deducted on
installments basis, as per the data provided in the Infotype: 0045, from the employees salary
during payroll processing. The repayment installment computation date, whether it is from
start of the month or end of the month, shall be captured in this node.

Description
Loans provided to the employees, as per Company Policy, shall be deducted from employees
salary on installment basis every month. Details of the Loans provided to the employees like
Loan amount, repayment installment, no of installments and other loan conditions are
captured in the Infotype: 0045. The repayment installment, which shall be deducted from
employee salary every month during payroll processing, shall reduce the interest yielding
capital (interest calculation method) either from the start day of the month or last day of the
month. This repayment installment method shall be configured in this IMG node as per
Company Policy / requirement.

303

Explanatio
n

1. Click on IMG Activity to Adjust value date for repayment

installment of Company Loans provided to the employees.
2. Click on
in the sub sequent screen HR Loans: Define value
date for each payroll area to enter Payroll Areas and to define value
date for payroll area, as per the applicability.
3. Enter Payroll Areas, start date, end date and select value date as per
the applicability in the appropriate fields of the Table: HR Loans:
Define value date for each payroll area table.
4. Click on Save to button
5. Click on back (F3) button

Infotypes
Populated

1. Company Loans -0045

Tables
storing
relevant
data

1. V_T506S

Relationship
with Other
Nodes

1. Not Applicable

(Ctrl + s) to save the entries.

to come out of the screen.

Configuration Description to Adjust value date for Company Loans.

IMG Path to Adjust Value date.

304

HR Loans: Define Value date for each payroll area.

Specify Interest Calculation Method

This section describes the Configurable Item in detail:-

Purpose
In this step, interest calculation method shall be maintained and assigned.

Description
Interest calculation shall be done in accordance with the specifications mentioned in this
section. Standard interest calculation method assumes 30 days in a month and 360 days in a
year. Interest calculation method shall be assigned to INTLO Feature, which will default
calculation method to all Loan types, which will applicable to the whole system. If different
calculation methods are required for different loan types, specify interest calculation method
in maintain loan types node. This interest calculation method will ride the interest
calculation method assigned in INTLO feature. Thus different loan conditions shall be
assigned to different loan types based on the requirements.
Explanatio
n

1. Click on IMG Activity Specify Interest Calculation method to

maintain Loans Interest Calculation Method (Feature: INTLO).
2. Select INTLO and choose
(F5) to customize feature, which will open
sub screen INTLO: Choose nodes for new nodes.
3. Select Filed for Decision operation and choose enter in the sub screen

305

opened
4. Select MOLGA country grouping in the sub screen Field Selection for
decision operation to choose
(transfer), which will display MOLGA in
tree structure.
5. Select MOLGA in the tree structure and choose
(F5) which lead to
sub screen Value for MOLGA. Enter Country grouping for India 40 in
the values table and choose
(transfer) and the same shall be
displayed in the tree structure.
6. Select 40 India and choose
Choose nodes for new nodes.

(F5) which lead to sub screen INTLO:

7. Select return value and choose

interest calculation methods.

(transfer) which will display list of

8. Select appropriate interest calculation method and choose

Enter.
Selected interest calculation method will be displayed in the tree
structure.
9. To change the conditions in feature, select the decision criteria / return
value and choose

(F6) which will display list of values.

10. Choose / enter vales in the displayed screen and choose

(transfer),
which will display the desired requirements in tree structure.
11. Click
not.

(Ctrl + F2) to check whether customized feature is correct or

12. If message is error free click on

13. Click on back (F3) button
Infotypes
Populated

1. Company Loans -0045

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

(Ctrl +F3) to activate the feature.

to come out of the screen.

Configuration Description Feature INTLO.

306

IMG Path for defining Company Loans.

Feature INTLO.

307

Maintain Loan types (Master Data)

This section describes the Configurable Item in detail:-

Purpose
Loan types that exist in the company shall be configured here.

Description
All the loan types that exist in the Company with their characteristics shall be configured in
this node. Different interests rate for a loan type shall be configured here by assigning
number to loan conditions. In the country assignment, each loan type shall be assigned to
Infotype: 0045, Country Grouping 40 and permissibility of loan types shall be maintained. In
the technical attributes of loan types, Loan conditions for each loan type shall be maintained.
Loan interest rate, ref Interest rate, Interest rate advantage shall be calculated for tax
computation purpose, interest computation method, interest cycle, payment shall be assigned
to each loan type for further processing in payroll.

Explanatio
n

1. Click on IMG Activity -

to Maintain Loan types.

2. Select Loan types definition of dialog structure displayed in the

subsequent screen Loan types definition.
3. Choose

to enter different Loan types of the Company.

4. Enter Loan Type code and text in the Subtype and Name fields of the
sub type characteristics Table.
5. Click on Save to button
6. Click on back (F3) button
7. Click on
screen.

(Ctrl + s) to save the entries.

to reach Loan Types definition screen.

Loan types definition which will show Country Assignment

8. Enter Infotype 0045 in I Type filed, Loan Type in Subtype, 40 in CG and

put flag mark in the appropriate columns to define whether this Loan
type is permissible, not permissible or permissible with warning.
9. Click on Save to button

(Ctrl + s) to save the entries.

10. Repeat the same for all loan types and save the entries made.
11. Click on back (F3) button
12. Click on

to reach Loan Types definition screen.

technical attributes which will show conditions folder.

13. Select Loan type and double click on Conditions folder which will lead
to, a Table for Loan type, in the conditions screen.
14. Enter condition number, description of term and period start date and

308

end date in the appropriate fields.

15. Click on Save to button

(Ctrl + s) to save the entries.

16. Repeat the above steps to define conditions for all loan types and save
the entries.
17. Click on back (F3) button
configuration node.
Infotypes
Populated

1. Company Loans - 0045

Tables
storing
relevant
data

1. Not Applicable.

Relationship
with Other
Nodes

1. Not Applicable

to come out of the screen and to reach IMG

Configuration Description Maintain Loan types.

IMG Path to maintain loan types.

309

Defining Loan Types (subtypes)

Path to define Loan conditions

310

Maintaining Loan conditions to each Loan type.

Control Allocation of Loans (Feature: ALOAN)

This section describes the Configurable Item in detail:-

Purpose
In this step, default values for Loans Infotype (0045) shall be defined.

Description
Before configuring this feature, Loan groups shall be defined and assign loan types and
conditions (maximum eligible amount) to those groups. These conditions shall be defaulted in
the Loans infotype (0045) by configuring the Feature ALOAN. Assign the loan groups to
employees groups in the feature to default values while configuring loans infotype for
individual employees.
Explanation

1. Click on IMG Activity Control Allocation of Loans which will open

choose activity sub screen.
2. Double click on the Adapt feature for customizing ALOAN feature.
3. Select the ALOAN node in the screen Process feature ALOAN decision
tree and click on
new nodes.

which lead to sub screen ALOAN: Choose nodes for

4. Select filed for decision in the sub screen opened and choose
lead to field selection for decision operation screen.

which

5. Select MOLGA country grouping in the sub screen Field Selection for
decision operation and choose
(transfer), which will display MOLGA
in tree structure.
6. Select MOLGA in the tree structure and choose

(F5) which lead to

311

sub screen Value for MOLGA. Select Country grouping for India 40 in
the values table and choose
(transfer) and the same shall be
displayed in the tree structure.
7. Select 40 India and choose
nodes for new nodes.

(F5) which lead to sub screen 40: Choose

8. Choose PERSG (Employee group) in the sub screen for decision

operation and choose
(transfer) and the same shall be displayed in
the tree structure.
9. Select PERSG displayed in the tree structure and choose
(F5) which
lead to sub screen 40: Choose nodes for new nodes choose
(transfer).
10. Choose desired Employee Groups from the list in the sub screen opened
and choose
(transfer) to transform the value to feature tree
structure.
11. Select Employee Group 1 and choose
40: Choose nodes for new nodes.

(F5) which lead to sub screen

12. Choose PERSK (Employee Subgroup) in the sub screen for decision
operation and choose
(transfer) and the same shall be displayed in
the tree structure.
13. Select PERSK displayed in the tree structure and choose
(F5) which
lead to sub screen 40: Choose nodes for new nodes choose
(transfer).
14. Choose desired Employee Sub Groups from the list in the sub screen
opened and choose
(transfer) to transform the value to feature tree
structure.
15. Select each employee subgroup listed in the tree structure and choose
(F5) which lead to sub screen 40: Choose nodes for new nodes.
16. Choose Return Values in the sub screen opened and press
(transfer)
to enter the applicable loan group to the employee subgroup.
17. Enter Loan Group in the appropriate column in the sub screen Enter a
Value and choose
(transfer) to transform the value to feature tree
structure.
18. Click
not.

(Ctrl + F2) to check whether customized feature is correct or

19. If message is error free click on

20. Click on back (F3) button
Infotypes
Populated

1. Company Loans 0045.

Tables

1. Not Applicable

(Ctrl +F3) to activate the feature.

to come out of the screen

312

storing
relevant
data
Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description Feature ALOAN.

IMG Path to configure ALOAN Feature.

ALOAN feature configuration node.

313

Feature ALOAN.

314

Maintain Loans Grouping (40 LGR Feature)

This section describes the Configurable Item in detail:-

Purpose
In this step, default values for Loans Infotype (0045) shall be defined. In TAYO ROLLS LIMITED
certain Loan types applicable to some employee groups, as per Company Policy. These
default loan types shall be configured in this feature.

Description
Loan types shall be defaulted based on the applicability to the employees as determined in
the Company Policy. In order to configure this feature Loan groups shall be determined based
on the applicability criteria to the employees as per Company policy. System will default the
values while maintaining Company Loans Infotype, based on this feature configuration.
Feature helps in reducing the data entry and it will provide Administrative control.
1. Click on IMG Activity feature.

Maintain Loan Grouping to customize 40 LGR

2. Select the 40 LGR (Feature to determine Loan grouping) node in the

Process Feature 40 LGR Decision Tree and choose

(F5).

3. Select filed for decision in the sub screen opened and choose
leads to Field selection for decision operation screen.

which

4. Select MOLGA country grouping in the sub screen Field Selection for
decision operation and choose
(transfer), which will display MOLGA in
tree structure.
5. Select MOLGA in the tree structure and choose
(F5) which lead to sub
screen Value for MOLGA. Select Country grouping for India 40 in the
values table and choose
(transfer) and the same shall be displayed in
the tree structure.
6. Select 40 India and choose
nodes for new nodes.

(F5) which lead to sub screen 40: Choose

7. Select filed for decision in the sub screen opened and choose
leads to Field selection for decision operation screen.
8. Select LTYPE Loan Type and choose
decision tree.
9. Select LTYPE Loan Type and choose
Loan Type Sub screen.

which

(Enter) to transfer the same to

(F5) which lead to Value For

10. Enter the Loan Types determined in the subsequent screen in the Values
column and choose
(Enter) and the same shall be displayed in the
tree structure.

315

11. Select Loan Type in the displayed tree structure and choose
which will lead to Sub Screen: Values for LTYPE.

(F5)

12. Enter Loan Types in the appropriate columns of the sub screen opened,
which required to configure in this feature to default values to
applicable Allowance Groupings and choose
(Enter) to transfer the
values to the decision tree).
13. Choose one of the Loan Types displayed in the decision tree and choose
(F5) which will lead to Sub Screen: Choose Node for New Nodes.
14. Select Field for decision operation in the sub screen opened and choose
(Enter) to get the screen Field selection for decision operation.
15.

Select ALGRP (Payscale grouping for Allowances) in the sub screen

opened and choose
(Enter) to transfer the same to decision tree
structure.

16. Select ALGRP in the displayed tree structure and choose

will lead to Sub Screen: Values for ALGRP.

(F5) which

17. Enter the required Payscale Grouping for Allowances in the appropriate
columns and choose
(Enter) to transfer the same to decision tree
structure.
18. Select one of the Allowance Groupings (ALGRP) displayed in the tree
structure and choose
for New Nodes.

(F5) which will lead to sub screen: Choose Node

19. Select Return Value in the decision tree and choose

(Enter) which will
lead to sub screen: Loan Grouping (India) determined in Feature 40 LGR.
20. Select applicable Loan Group in the sub screen opened and choose
(Enter) to transfer the same to decision tree structure.
21. Repeat the same steps to assign Loan grouping to other Allowance
groupings in the tree structure.
22. Create a dummy group and assign the same to otherwise node to
complete the feature.
23. Click
not.

(Ctrl + F2) to check whether customized feature is correct or

24. If message is error free click on

25. Click on back (F3) button

(Ctrl +F3) to activate the feature

to come out of the screen.

316

Infotypes
Populated

1. Company Loans 0045.

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1. Not Applicable.

Configuration Description Feature 40 LGR.

IMG Path to configure 40 LGR Feature.

40 LGR feature configuration node.

317

Maintain Deduction Details Under Section : 24

This section describes the Configurable Item in detail:-

Purpose
In this step, loans which attract exemptions under Section.24 shall be configured.

Description
Housing Loans which will attract exemptions under section 24 of the Income Tax Act shall be
configured in this node. Housing Loans processed in the Loans Infotype (0045) will get tax
exemptions automatically in Payroll processing of that particular employee.
1. Click on IMG Activity Maintain deduction details under Section-24
which will lead to sub screen : Section 24 deduction details
maintenance screen.
2. Click on New Entries button to enter loan types which will attract
exemptions under Section.24.
3. Enter Housing related Loan types in the Loan type Column and mark the
check box in the Column Section.24 of the table Section 24 deduction
details maintenance.
4. Click on Save to button

(Ctrl + s) to save the entries.

5. Click on
(F3) button to come out of the screen and to reach IMG
configuration node.
Infotypes
Populated

1.

0045 (Loans)

2.

0584 (Income from other sources)

Tables
storing
relevant
data

1. V_T7INJ1

Relationship
with Other
Nodes

1. Not Applicable

Configuration description to maintain deduction details under section:24

318

IMG Path to maintain deduction details under Section.24.

Section.24 deduction details maintenance screen.

Remarks
Loan types configured in this node shall also be updated in Infotype:584 (Income from
other sources) to process exemptions in Payroll.

319

P o s t i n g P a y r o l l R e s u l t s t o Ac c o u n t i n g
General Information
This section describes the Configurable Item in detail:IMG Path

Personnel Management Personnel Administration Payroll

India Report for Posting Payroll results to Accounting

Name of the BBP Process

Configurable Items Posting Payroll Results

IMG reference Posting Payroll Results to accounting

Purpose
In this section posting of payroll results to Accounting system shall be configured. Payroll
creates payroll components for each payroll period. Payroll results contain information that
is relevant to accounting. These results shall be posted to Accounting system for various
reasons like updating of accounts under different accounts (Expense accounts, Payables
accounts, Sub ledger accounts, Vendor Accounts), MIS reports, Balance sheet preparation etc.
Hence; this configuration can be considered as interface between FI and HR (Payroll)
modules.

Description
This section deals with the configuration related to posting of payroll results to accounting
system.
Explanation

1. Path: IMGPayroll Payroll India Reporting for Payroll Results to

Accounting.
2. Click on IMG Activity
Reporting for Payroll Results to Accounting
which will display list of configuration nodes required to configure for
posting of payroll results to Accounting system.

Infotypes
Populated

1.

Not Applicable

Tables
storing
relevant
data

1. Not Applicable

Relationship
with Other
Nodes

1.

Not Applicable

Configuration Description Reporting for Payroll Results to Accounting.

320

IMG Path to Reporting for posting payroll results for posting.

Remarks
If Human resource and accounting system are implemented in separate system , Carryout the activities
in HR system and other account system.

Define Symbolic Accounts

This section describes the Configurable Item in detail:-

Purpose
In this step, define the symbolic accounts Payroll object used when posting results to
accounting.

Description
The number of symbolic accounts and the respective characteristics represent the
different expenses and payables that occur as personnel costs within payroll and must
be posted to accounting. The symbolic accounts are assigned to financial accounts.
This ensures that account determination takes place during posting to accounting.
Explanation

1. Click on IMG activity button

to Symbolic accounts

enter the values

2. Click on

3. Maintain the account type and employee group dependent

4. Save

the values

Infotypes
Populated

1.

Not Applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

1. Not Applicable.

V_T52EK

Configuration Define Symbolic accounts.

321

IMG Path to configure Symbolic Accounts.

Remarks
Employee group indicator. If this indicator is set for an account, posting to this
account also considers employee grouping for account determination.

Define Posting Characteristics of Wage types

This section describes the Configurable Item in detail:-

Purpose
In this step, maintain the Posting characteristic for wage type according to significance of
wage type for posting to accounting.

Description
We can use the processing type to assign the posting characteristic of wage for
posting payroll results.
Explanation

1. Click on IMG activity button

wage type
2. Click on

to Define posting characteristic for

enter the values

3. Maintain the processing type, symbolic account and Ignore cost

assignment

322

4. Save

the values.

Infotypes
Populated

2.

Not Applicable

Tables
storing
relevant
data

2.

Relationship
with Other
Nodes

2. Not Applicable.

V_T52EL

Configuration Posting characteristic for wage type.

IMG Path to configure Wage type Characteristics.

Remarks
The symbolic account must have account assignment type C. The wage type basic pay is entered in the
payroll result with a '+' sign. The sign is not changed as positive amounts are posted to the debit side;
you therefore enter a +. In this case, you do not have to set up special processing or additional account
assignment.

323

Assign Expense Accounts

This section describes the Configurable Item in detail:-

Purpose
In this step, assign expense accounts to the symbolic accounts used for posting.

Description
Expense accounts are often used for employee groupings for account determination.

Explanation

1. Click on IMG activity button

assign expense accounts

2. Enter the chart of accounts (1000)

3. Click on

new entries enter the values

4. Maintain the symbolic account, employee subgroup, G/L accounts

5. Save

the values.

Infotypes
Populated

1.

Not Applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

3. Not Applicable.

Not Applicable

Configuration of Assign Expense accounts.

324

IMG Path to configure Symbolic Accounts.

Remarks
Check the assignment between employee grouping for account determination, the symbolic account,
G/L account.

Assign Balance Sheet Accounts

This section describes the Configurable Item in detail:-

Purpose
In this step, assign Balance Sheet accounts to the symbolic accounts used for posting.

Description
Balance sheet accounts are often used for employee groupings for account
determination.

Explanation

1. Click on IMG activity button

assign Balance Sheet accounts

2. Enter the chart of accounts (1000)

3. Click on

new entries enter the values

325

4. Maintain the symbolic account, employee subgroup, G/L accounts

5. Save

the values.

Infotypes
Populated

1.

Not Applicable

Tables
storing
relevant
data

1.

Relationship
with Other
Nodes

4. Not Applicable.

Not Applicable

Configuration to Assign Balance Sheet accounts.

Configuration to assign balance Sheet accounts.

Remarks
Check the assignment between employee grouping for account determination, the symbolic account,
G/L account.

5.

Recruitment
326

Recruitment
The ability to meet personnel requirements is key for enterprises. The success of an enterprise depends
on such factors as the quality and availability of personnel. It is particularly important for the
development and success of expanding enterprises that they have quick access to adequate personnel.
The Recruitment component can be used to recruit personnel based on the organizations
requirements. The applicants available to the organization may be included in the selection procedure
for vacancies, by advertising for personnel (e.g. job advertisements) or by receiving unsolicited
applications.
This component enables the definition of a recruitment procedure that suits the needs of the
organization. Tasks and responsibilities can be distributed and to different people involved in the
recruitment process. Recruitment enables dividing and assigning administrative and decision-making
task areas.
The Recruitment component enables automation of many processes. This reduces the administrative
tasks of the HR Department.
This component has all the functions for working through the entire recruitment procedure, from
creating applicant data to filling vacant positions.
The Recruitment component contains an entire range of powerful, flexible functions that can be
used to implement an effective and largely automated recruitment strategy.
This book explains how to make the necessary settings to configure your Recruitment system
Menu path: SPRO Personnel Management Recruitment

Basic settings in Recruitment

Integration with Personnel Administration is set up using the following features:

327

Feature PRELI (Integration for internal applicants)

Feature PRELI is used to specify whether data on internal applicants can be read from the
employee database and whether applicant data can be transferred from Recruitment to the
employee database.
Feature PRELR (Integration of employees/applicants)

Feature PRELR is used to specify whether employee master data on line managers can be read
from the employee database.
Feature PAPLI (Integration between Personnel Administration and Recruitment)
Feature PAPLI is used to control whether applicant data is available within Personnel
Administration.
If you run Recruitment and Personnel Administration in separate systems, you must import the
employee master data on line managers into Recruitment at the start of customizing to ensure
access to this data.
2. Integration between Recruitment with Organizational Management
This integration enables you to administer your Positions and vacancies using Organizational
Management.
Note that integration to Recruitment is switched on when the following entries exist in the
T775S0 (V_T77S0) view of Organizational Management.

The Settings in V_T77S0 table can be made this way.

Group
PLOGI
PLOGI
PPVAC

sem.abbr.
PLOGI
PRELI
PPVAC

value. abbr.
01
99999999
1

Integration between Recruitment and Personnel Development

This integration enables you to administer qualifications using Personnel Development. It also enables
you to compare applicants' qualifications with freely definable requirement profiles for a position. You
set up Personnel Development and its integration to Recruitment in the Implementation Guide (IMG) of
Personnel Development under Integration to Personnel Administration/ Recruitment. Note that the
integration to Personnel Administration is switched on when the following entry exists in the T775S0
(V_T775S0) view of Personnel
Development:
Group sem.abbr value abbr.
PLOGI QUALI
1 A032 Q

328

Activities
1. Check the extent to which your company uses Personnel Administration, Organizational
Management and Personnel Development. Discuss the subject so that these three modules of
Human Resource Management can be integrated.
2. Maintain feature PRELI, referring to the feature documentation.
3. Maintain feature PRELR, referring to the feature documentation.
4. Maintain feature PAPLI, referring to the feature documentation.
5. Make the appropriate settings in the T775S0 view.

PRELI Integration of 'Internal' Applicants

This feature is used to determine whether data on 'internal applicants'
is available on the employee master database.
Use
The feature is used in infotype 4005 or during initial entry of data on internal applicants to
determine whether the field 'Applicant's pers.no.' is checked against the employee database. If the
check is activated, the system imports data from the 'Addresses' and 'Personal Data' infotypes as
defaults for initial data entry. When data is transferred by means of the recurring tasks function, this
feature controls the type of transfer, which takes place. When using an
integrated system the data transferred directly to the employee database; otherwise the data can
be saved to a local file. Infotype 4005, Applicant's Pers. No.

PRELR Integration Applicant/Employee

Relationships are established between applicants and employees at different points within the
Recruitment system. The following are examples of the relationships that can be established:
1. When you perform the Initial entry of basic data applicant action, you can specify a reference
employee. The reference employee is already an employee in your enterprise, and represents
the employee who recommends the applicant for your enterprise.
2. When you create the Applications infotype (4001) for an applicant, you can specify a contact
employee. The contact employee is also an employee in your enterprise, and represents the
employee who receives the application in your enterprise, who forwards the application, or to
whom the application refers.
3. If you specify a line manager for particular vacancies, the system can check the existence of
this employee.

329

You can use this feature to determine whether the system checks the personnel numbers of the
above employees (reference employees, contact employees, and line managers) against the employee
master data file at the time of entry, and to specify how the system should react.

Create number ranges for applicant numbers

In this step you create the number range(s) for applicant number assignment with a corresponding
number interval.
Applicant number assignment can be carried out internally or externally:

Internal number assignment

This means that the system assigns applicant numbers automatically.

External number assignment
Here the user assigns the numbers.

330

Choose number ranges

In this step you determine the number range(s) used to assign applicant numbers.
Number ranges are set using feature NUMAP (applicant number ranges). The decision tree of this
feature enables you to select one or more of the number ranges for assigning applicant numbers set up
in the previous step.
Requirements
You must already have set up the necessary number range(s) in the step "Set up number ranges for
applicant numbers".
Recommendation
We recommend that you use one number range for all applicants.
Activities
Maintain feature NUMAP. Please refer to the feature documentation when doing this.

Workforce Requirements and Advertising

In this section you make all the necessary system settings for the administration of workforce
requirements and advertising.
A company's workforce requirements are reflected in Recruitment by means of vacancies. Vacancies are
positions, which must be filled either partially or completely. They are created and maintained by the

331

user as transaction data but a user can only create vacancies if the positions available within the
company have already been set up. Vacancies are published in
job advertisements. Advertisements are transaction data and are created and maintained by the user.
Recruitment instruments and media are set up during customizing.

Create positions

In this step you set up the positions available within your company.
A company's workforce requirements are represented in the Recruitment system by means of vacancies
created and maintained by the user. A user can only create a vacancy if the positions available within
the company have already been set up.

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Create media

In this step you create the media used by your company.

The medium serves two purposes in Recruitment:
It is used to classify all recruitment instruments.

For example, the recruitment instruments "Washington Post" and "New York Times" are
classified under the medium "Press".
It is also used to indicate the medium through which an unsolicited applicant came into contact
with the company.

The applicant class is an attribute of the medium and indicates whether a medium is used to attract
internal or external applicants

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Create recruitment instruments

In this step you create the
recruitment instruments your company uses.
Every job advertisement is published in a recruitment instrument. Recruitment instruments are
classified according to the media used.
You can store a contact name and address key for each recruitment instrument. The address key can be
used to store the address (of a contact) for a recruitment instrument in step "Create addresses for
recruitment instruments".

In the Below screen User can enter Instrument number and the medium from F4 selection and Address
of the Recruitment Instrument.

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Applicant Selection
In this section you make all the settings necessary for the applicant selection procedure.

Application Status
Two types of selection procedure take place in the Recruitment system:
a global selection procedure

a selection procedure for each vacancy

Every applicant entered in the system takes part in the global selection procedure for a company. This
selection procedure determines whether or not an applicant is of interest to the company. If this
proves to be the case, i.e. the applicant is not rejected, he/she can then be included in one or more
selection procedures for a vacancy. For this purpose, the applicant must be assigned to the vacancies in
question.
You can make a decision at any point during either of these selection procedures as to whether the
applicant continues to be of interest. Your decision is reflected in the applicant status, of which there
are two types to correspond to the two types of selection procedure:
Overall status

Indicates an applicant's current status (e.g. processing, on hold, to be interviewed) in the

global selection procedure for the company.
Vacancy assignment status

Indicates an applicant's current status (e.g. processing, on hold, to be interviewed) in the

selection procedure for a particular vacancy.
The overall status is assigned during initial entry of applicant data (applicant action Initial entry of
basic data) and must be present for each applicant at all times. The overall status indicates whether an
applicant is currently included in one or more selection procedures (e.g. overall status processing, on
hold, to be interviewed), or whether all the selection procedures in which he/she was included have
been completed (overall status rejected or hired).
An applicant receives a vacancy assignment status when he/she is assigned to a vacancy. If an applicant
has more than one vacancy assignment, each of these has a vacancy assignment status.
A selection procedure is completed when all applicants involved have been assigned the status
rejected or hired.

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Create status reasons

In this step you create the required status reasons.
You can specify one status reason for each overall status and vacancy assignment status for an
applicant. The status reason indicates why an applicant has a particular overall status or vacancy
assignment status.
The status reason can be given purely for information but can also be used by the system when
creating applicant activities automatically:
The status reason specified for an overall status can be used to determine which standard text is
assigned to the activity when the system creates it and thus which letter the applicant is to receive.
You can determine which status reasons can be combined with an overall status along with the
standard texts in the step "Change automatic creation of applicant activities".

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Set permissible status reasons for each applicant status

In this step you set the permissible status reasons for the individual applicant statuses.
If it is not necessary to provide further information on a certain applicant status by specifying a status
reason, you do not need to make any entries for this status.
You can create new Statuses by clicking on new entries and giving the statuses.

Applicant Actions
In this step you make the necessary system settings for the Applicant Actions transaction.
The term "applicant action" is used in two senses in Recruitment. These are:
1. The Applicant Actions transaction
The Applicant Actions transaction enables you to perform system-controlled operations
(applicant action types), which change the applicant's overall status (e.g. hire applicant). Each
operation can be assigned a sequence of infotypes, which are processed one after the other in
the course of the action.
2. Infotype 4000, Applicant Actions
When the Applicant Actions transaction is carried out, a new record for the applicant is usually
added to infotype 4000, Applicant Actions. The key of the action carried out, as well as the
status reason, if necessary, is recorded in the infotype. The applicant's overall status (e.g.
processing, invite, to be hired) is also recorded here.

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Change applicant actions

In this step, you customize the action coding. The action key and the corresponding text are
transferred to infotype Applicant Actions (4000).
If changes to the personnel area, the applicant group or applicant range are linked to an action, these
fields must be set so that they are ready for input. To do this, mark the corresponding column with a
cross.
Assign the appropriate status to the action. If you want to process an info group using an action, assign
the relevant info group key to the action. Please note that actions used for initial entry of applicant
data must have the function "1".
It is possible to use actions without having to create the Applicant Actions infotype. Please refer to
the documentation on the Update of infotype 4000 when carrying out an action field.

Applicant Activities
Applicant activities document the administrative steps through which an applicant passes during the
selection procedure. Activities are assigned to the candidate's job applications, regardless of whether
these applications exist simultaneously or in a chronological sequence. An activity is assigned uniquely
to one applicant and to one of his/her applications.
Activities can be created manually or generated automatically using a feature. Activities that must be
performed for all applicants, such as "Mail confirmation of receipt", are normally generated
automatically by the system. The user determines all other activities. One processing step enables you
to generate one or more activities automatically for the following purposes:
To record an applicant's position in the selection procedure

To provide an applicant with information on the status of his/her application

To generate and print letters to applicants

To carry out evaluations

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Create applicant activity types

The activity type is used to identify the activity. In addition to the three-digit numeric key, the activity
type is also described by a short and long text.
Example
Mail confirmation of receipt

Transfer applicant file

Mail invitation to interview

Appointment for interview

Mail rejection letter

Mail contract

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6. Training and Event Management

Introduction:
The Training and Event Management component lets you plan and manage any kind of business
event: training courses, conferences, lectures and so on. With Training and Event Management
you can manage both internal and external events, and make bookings,
pre bookings
and cancellations.
Menu path : SPRO Training and Event Management.

Maintain Plan Versions

In this step, you create the plan versions that you require in your enterprise.
Plan versions enable you to carry out various simulations and compare plans in the system in
parallel. As a rule, only one plan version depicts your enterprise's current organizational plan.
Evaluations (reports) always concern only one plan version. Therefore, do not create a plan
version for each component in Personnel Planning and Development (Organizational
Management, Shift Planning, Personnel Development, Personnel Cost Planning and Training
and Event Management). Only one plan version is ever active. This is the integration plan
version, which will be considered if integration with Personnel Administration is active. See
also the documentation for the step Set Active Plan Version.

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Set Active Plan Version

In this step, you specify which plan version is to be the active plan version, that is, the plan
version in which you maintain current valid information on your enterprise.

Integration Yes or No?

In this step, you activate integration between Training and Event Management (PE) and Time
Management (PT) by setting the PLOGI TIME switch to 1.

Specify Attendance Types

In this step, you define attendance types for instructors and attendees (object type "P") using
the switches AINST and APART. These values are then written as subtypes of the Absences
infotype (2002). You also set the switch TIMEP which defines the minimum percentage
attendance at a business event that must be recorded to prevent cancellation of the booking.

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Create Building Address

In this step, you maintain addresses for buildings.
Building addresses provide information on the physical location of rooms.
When you create the resource Room, you can maintain the Address infotype for it. You can
reference a building address when you do so

Select new entries from the Tool tab or to copy any existing entries click on the building
address type and copy it to make changes as per your requirement.

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Business Event Location Switch

In this step, you activate or deactivate the switch ORT depending on whether or not you want
to use business event locations. The value 1 activates it and the value 0 deactivates it.

Create Location
In this step, you set up business event locations.
You can assign locations to business events when you create the events. You can also relate a
location with location-dependent resources such as rooms. You create these relationships in
the steps Create Room and Create Other Resources.

Create Business Event Group

In this step, you create business event groups . You can use business event groups to create a
hierarchical event offering or catalog.
Business event types are assigned to business event groups. You maintain this relationship
when you carry out the step Create Business Event Type.
You record the following data for business event groups:
General description:

The text you store here is included in the business event brochure.
Relationship - "Belongs to business event group"
Here you assign a business event group to an overlying business event group. The
hierarchy is always created top down.

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Create Business Event Type

In this step, you create business event types. A business event type is a general description
of a business event or event date. It serves as the blueprint or model from which individual
event dates can be created. In contrast to a business event date, a business event type
cannot be scheduled to take place at a particular time.
Business event groups, types, and dates together make up the business event catalog.
The data you store for the event type is proposed as default values when you create or plan
event dates. You may overwrite these proposals.
When you create a new business event type, you can use an existing one as a reference to
copy from. Here, too, you may overwrite the default values that are proposed.
Activities
1. On the initial screen, enter the following data:
o If you are using external number assignment, enter a number in the business
event type field for the object you want to create. In the Validity field, enter
the validity start date of the object.
o

If you are using internal number assignment, just enter the validity start date
of the object and choose Create.

2. Enter data for the business event type on the data screen as required.
3. There are two possible ways to continue editing:
o If you do not want to use the "Fast data entry" function, save your entries now.
o

If you want to use the "Fast data entry" function, choose Fast entry.

You remain on the data screen.

4. Enter all further objects and data, saving you entries each time with Save.
You remain in fast entry mode until you choose Back.

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Further in front screen the user creates Business events, which are actual Training event to
which Employee is assigned and which changes every year based on the Training
requirements.

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7. Appraisal
Introduction:
This Implementation Guide contains all the necessary information for implementing the
Personnel Development component.
The Personnel Development component enables you to maximize your employees' utility to
your company. You can plan and implement personnel and training measures to promote your
employees' professional development. By taking into account employees' preferences and
suitability, you can increase their job satisfaction. Personnel development also sets out to
ensure that all of the employees in all of the functional areas in your company are always
qualified to the standards required. This is achieved by developing qualification potentials.

Integration
Control parameters for the integration of Personnel Planning and Development (PD) with
other applications (such as Personnel Administration (PA) and Cost Accounting (CO), etc.) are
specified in the "PLOGI" group.

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Integration
This section contains the steps you will need to work through to set up integration between
the Personnel Development component and the Personnel Administration and Recruitment
components.
Integration with Personnel Administration and Recruitment

In this step, you activate integration between the Personnel Development component
and the Personnel Administration and Recruitment components.
Transfer Qualifications from Personnel Administration

In this step, you import any infotype 0024 (Qualifications) records from the Personnel
Administration component into the Personnel Development component.
Transfer Qualifications from Recruitment

In this step, you import any infotype 0024 (Qualifications) records from the
Recruitment component into the Personnel Development component.
Transfer Appraisals from Personnel Administration
In this step, you import any infotype 0025 (Appraisals) records from the Personnel
Administration component into the Personnel Development component.

Edit Scales
In this step, you define and change the proficiency scales that are used in the Qualifications
and Requirements and Appraisal Systems components.
You define a scale by specifying a unique numeric identifier and a name for the scale. You will
also have to define proficiencies for each scale.
There are two basic types of scale:

You define a scale by specifying a unique numeric identifier and a name for the scale. You will
also have to define proficiencies for each scale.

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There are two basic types of scale:

Quality scales
You must define and name each individual proficiency for a quality scale. You can define up to
9999 proficiencies per scale, each with its own user-defined proficiency text, if you wish.
You can enter a text to describe the individual elements in a quality scale. These so-called
proficiency descriptions are then passed on as defaults for every element in the qualifications
catalog and appraisals catalog that is assigned to the scale in question.
Quantity scales
When you define a quantity scale, you specify its highest and lowest proficiency, the interval
range, and the unit used for rating the proficiencies. When you define quantity scales, you

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can define quantities with 12 digits before the decimal point, and 3 after. You can use the
proficiency 0. Quantity scales can be used in the Appraisal Systems component ONLY.

Edit Qualification Catalog

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Activities
1. Before you work through any of the following activities, specify a validity start date
for the changes. Choose Settings -> Set period... in the Catalog: Change Qualifications
screen. Specify a date in the Key date field.
Note
The end date of the validity period of the qualification catalog is always the highest
possible system date (12/31/9999).
The Catalog: Change Qualification(s) screen appears.
List of the activities you can perform:

Insert qualification group under the root node of a catalog

Create qualification group under a qualification group

Create qualification under qualification group

Create qualification under qualification

Change qualification or qualification group

Move qualification or qualification group

Translate entry

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Translate description

Create/change proficiency description for object

Translate proficiency description

Inserting a qualification group under the root node

1. Position the cursor on the word Catalog.
2. Choose Entry -> Create.
The Create Qualification Group dialog box appears.
3. Enter your data as required.
Note
If you want to create further qualification groups, choose Create next qualification
(group).
6. Choose Continue.

Creating a qualification group under another qualification group

1. Position the cursor on the qualification group under which you want to insert the
new qualification group.
2. Choose Entry -> Create.
The Create dialog box appears.
3. Position the cursor on the line Qualification group and choose Transfer.
The Create Qualification Group screen appears.
4. Enter your data as required.
5. Save the qualification group.
Note
If you want to create further qualification groups, choose Create next qualification
(group).
7. Choose Continue.

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Creating a qualification under a qualification group

1. Position the cursor on the qualification group under which you want to insert the
new qualification.
2. Choose Entry -> Create.
The Create dialog box appears.
3. Position the cursor on the line Qualification and choose Transfer.
The Create Qualification dialog box appears.
4. Enter your data as required.
Caution!
Always assign qualifications to a qualification group for the entire validity period.
5. Choose the Additional data tab page.
6. If you want to specify a depreciation meter value or validity, toggle the icon
Depreciation meter <-> Validity until the option you require appears.
7. Enter your data as required.
8. Save the qualification.
9. If you want to create alternative qualifications, choose Create.
The Select Qualification dialog box appears.
10. Select the qualifications you want.
11. Choose Transfer.
Note
If you want to create further qualifications, choose Create next qualification (group).
12. Choose Continue.

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Changing a qualification or qualification group

1. Position the cursor on the qualification (group) you want to change.
2. Choose Entry -> Change.
The Change Qualification or Change Qualification Group dialog box appears.
3. Make your changes.
4. Choose Save.
6. Choose Continue.

Moving a qualification or qualification group

1. Position the cursor on the qualification (group) you want to move.
2. Choose Edit ->Select/deselect entry or Select/deselect sub catalog.
Note
You can select as many entries or substructures as you wish.
3. Position the cursor on the entry under which you want to insert the entry.

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Note
You can only insert a qualification or qualification group under a qualification group
that has the same scale. ist.
Caution!
Always assign qualifications to a qualification group for the entire
validity period.
4. Choose Entry -> Move.

Creating Appraisal Template:

Before creating the catalog get into table V_T77S0 and

Assign value A across HAP08 and REPLA. This will create a new Catalog entry for your
enterprise.

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Menu path: SPRO Personnel Management Personnel Development Appraisal systems

Edit Appraisals Catalog.

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Right click on root catalog and create an new Category. Select Objective setting and
continue.

select tabs and give relevant entries by selecting Roles Columns that you want to display at
appraisal. Also select the status.

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Selecting Scales from the list.

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Entry on Status flow entry

To create KRAs Template right click on category and create new Template and follow the
Wizard settings.

After creating the Template select the relevant setting from various tabs provided below in
the screen and follow the screen settings.

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Also put a Note setting for each column where Appraise can write comments.

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Default the column and Planner and Reviewer column access to change always to enable the
fields during Appraisal to allow to enter the values.

In Roles Tab check the Manager and Self button to enable the Rater and ratee during Appraisal
process.

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In this screen user can set the check whether to allow the appraise to assess himself or to
display the template name or other settings like allowing multiple appraisees.

In this screen check the status in Planning, Review or Complete.

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To create KRA, right click on template and create elements as directed in the screen.

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For KRA creations click on End node and continue.

New criterion can be named as per the Requirement. Also can mention the Description of the
KRA in the space provided.

If the KRA s are fixed one need not to check the free input button, else if check the free
input button. So, that this KRA s are free to change as per the objective at the start of the
year. And can be edited as per the requirement. Finally save the template and Release it for
to carryout the Appraisal Program.

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