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Created by SAP America

Accelerated SAP

Title:Organization/Area:EUP Category:

BUSINESS PROCESS PROCEDURE

Personnel Actions/Maintain Master DataHR/Personnel Administration

File Name: 290774974.doc Solution/Release: R/ 4.!"

Res#onsi$ilit%: HR De#artment Status:

Trigger(s):

• An e&ent ta'es #lace in t(e li)e c%cle o) an em#lo%ee t(at re*uires a series o) in)ot%#es $e

#o#ulated. +(e transaction #er)ormed ,it(in t(e s%stem is a Personnel Action. +(e action $ema% $e t(e (irin- #rocess a c(an-e ,it(in t(e or-aniation suc( as #romotion de#artmentc(an-e trans)er or relocation 1o$ c(an-e or a termination o) em#lo%ment.

• Personnel Actions can $e lin'ed to t(e recruitin- #rocess ,it(in SAP or can $e initiated usin-

%our current internal #rocesses suc( as esta$lis(inan o#en re*uisition ad&ertisin-inter&ie,in- #re#arin- an o))er and t(e )inal acce#tance o) t(at o))er.

Business Proess Proe!ure O"er"ie#

m#lo%ee master data is stored in SAP as se#arate in)ot%#es. +(ese in)ot%#es are lo-ical -rou#in-s o)in)ormation. +(e transactions #er)ormed to create and store t(ese in)ot%#es initiall% are called Personnelactions. Personnel actions are customied to or-anie and #resent t(ese in)ot%#es accordin- to acom#an%3s #ersonnel #rocedures. Actions allo, t(e user eas% data entr% $ecause t(e s%stemautomaticall% #resents t(e screens to $e maintained )or t(e #articular #ersonnel action.

ac( action re*uires di))erent in)ot%#es and ,ill $e a se#arate action in t(e s%stem. +(is document descri$est(e t%#ical #rocedure re*uired to (ire a ne, em#lo%ee into %our or-aniation. +(is action descri$es t(e#rocess an or-aniation ,ould com#lete in order to add a #erson to t(e (eadcount and #a% t(e ne,em#lo%ee. ased u#on eac( or-aniation3s uni*ue re*uirements t(e in)ot%#es to $e included and t(e order o) t(e in)ot%#es in eac( action s(ould $e customied.

In$ut % Re&uire! 'iel!s 'iel! alue/Coents

Out$ut * Results CoentsSuccess)ul creation o) t(e in)ot%#es includedin t(e action.

Ti$s an! Tri+s

5se t(e #ull6do,n arro, or #ress F4 to dis#la% all #ossi$le ,a-e t%#es.

+(e transaction code PA40 is a -eneric #at( to t(e action menu. +(e a##ro#riate action t%#e

needs to $e selected on t(e Personnel Action8 screen. our selections ,ill determine ,(atin)ot%#es are dis#la%ed.

ast c(an-ed on: ast c(an-ed $%: ;ersion: <.0 Pa-e:

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Ti$s an! Tri+s * ations % In2oty$e 3333

• Actions are stored in t(e Ations in)ot%#e In2oty$e 3333. For eac( action a reason

(as to $e entered. +(is in)ot%#e also de)ines t(e e$loyent status o) anem#lo%ee ,(ic( ,ill determine t(e )urt(er #rocessin- o) an em#lo%ee3s data. +(estatus is automaticall% maintained ,(en t(e action is carried out.

1.) On screen %reate Actions" enter information in the fields as specified in the table $elo,:

Field Name Descri#tion R/?/" 5ser Action and ;alues

PersonnelNum$er

ac( em#lo%ee ,ill $eattri$uted a uni*ue#ersonnel num$er

" +(is num$er ,ill $e su##lied $% t(e s%stem.

From/+o Start and nd date o)action

R ) entered in t(e #re&ious screen t(e s%stem ,illde)ault t(e same start date in t(e "reate Actionsscreen.+(e nd date de)aults to <2/</9999.

Action +%#e +o select t(e Action to $ee@ecuted

" S%stem ,ill de)ault Hirin- Action M<C.

Reason )or Action

+o e@ecute an Action areason (as to $e )illed out

R Fill out t(e ri-(t reason )or (irin- t(e ne, em#lo%ee.

Re)erence#ers. No.

N/A N/A N/A

Status6"ustomerDe)ined

N/A N/A N/A

m#lo%ment m#lo%ment status " S%stem de)aults to ,(ic( is t(e acti&e status.

S#ecial#a%ment

S#ecial #a%ment status " S%stem de)aults to < standard ,a-e t%#e.

Position A #erson3s actualoccu#ation in t(e com#an%.

A #osition $elon-s to anor-aniational unit and isdescri$ed $% a 1o$. +(e#osition (as to $e uni*ue.

R Put t(e #osition t(e ne, em#lo%ee ,ill $e occu#%in-.ou can retrie&e t(e #osition $% clic'in- on t(e arro,ne@t to t(e )ield and use t(e Searc( )unction orStructure searc(.

Personnel Area An or-aniational entit%re#resentin- an area ,it(inan enter#rise de)ined $%s#eci)ic as#ects o)#ersonnel administrationtime mana-ement and#a%roll.

A #ersonnel area is

su$di&ided into #ersonnelsu$areas.

R F ?5 DD N?+ N+R +HS NF?RMA+?N ?N+H FRS+ S"RN enter t(e #ersonnel area into,(ic( em#lo%ee is to $e (ired. +(ese are $asicall%t(e &arious locations.I2 t0e !ata #as in$ut on t0e $re"ious sreen4 it an5e 0ange! or orrete! 0ere-

m#lo%eeErou#

An or-aniationalentit% t(at is -o&erned$% s#eci)ic #ersonnelre-ulations. Anem#lo%ee -rou# isdi&ided into se&eralem#lo%ee su$-rou#s.

R F ?5 DD N?+ N+R +HS NF?RMA+?N ?N+H FRS+ S"RN enter t(e a##ro#riate code )ort(e m#lo%ee Erou# t(e ne, em#lo%ee ,ill $e in.Possi$le &alues are:A B Re-ular C B ?n "allE B @ternal a$or I B nacti&eR B RetiredT B +ermination


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A 6 Regular is t(e code )or all acti&e em#lo%ees.?t(er codes ,ill $e assi-ned to em#lo%ees asa##ro#riate.I2 t0e !ata #as in$ut on t0e $re"ious sreen it #ills0o# u$ in t0is sreen4 5ut it an 5e 0ange! ororrete! 0ere-

m#lo%eeSu$-rou#

A )urt(er di&ision o) t(em#lo%ee Erou# ,(ic( isalso -o&erned $% s#eci)ic#ersonnel re-ulations.

R F ?5 DD N?+ N+R +HS NF?RMA+?N ?N+H FRS+ S"RN enter t(e em#lo%ee su$-rou#into ,(ic( em#lo%ee is to $e (ired. +(e ma1orcate-ories )or ne, (ires ,ill $e:3, Full +ime @em#t37 Full +ime None@em#t38 Part +ime @em#t39 Part +ime None@em#tI2 t0e !ata #as in$ut on t0e $re"ious sreen it #ills0o# u$ in t0is sreen4 5ut it an 5e 0ange! ororrete! 0ere-

At t(e $ottom o) t(e screen is a -ra%ed6out areacalled ADD+?NA A"+?NS. +(is is )orin)ormational #ur#oses onl% eac( action e@ecuted )oran em#lo%ee ,ill s(o, (ere as (istor%.

A)ter all in)ormation is added clic' on t(e SA;$utton on t(e to# o) t(e screen t(is ,ill acce#t t(edata assi-n a #ersonnel num$er and ad&ance %ou tot(e ne@t in)ot%#e in t(e Personnel Action.

#ote: ?n a$o&e ta$le in column R/?/"8 R8 B Re*uired O8 B ?#tional C8 B "onditionalC

Ti$s an! Tri+s * Personal !ata % in2oty$e 3337•+(is in)ot%#e is used to enter an em#lo%ee3s #ersonal in)ormation.

•) %ou use a Form o) Address t(e s%stem ,ill &eri)% t(e correct relations(i# $ut ,ill

not c(an-e it automaticall%. Ho,e&er it ,ill not let %ou assi-n MSS to MA.

•Do not use t(e title su))i@ )or #arts o) t(e name suc( as Gr. Sr. etc. include

t(ose desi-nations in t(e ast Name )ield i.e. Smit( Gr. Se#arate t(em )rom t(elast name 5y a s$ae. ou can #ut a (%#(en to se#arate t(em $ut ne"er $ut aoa Besi!es t0at a oa an ne"er 5e $ut in #0ate"er 2iel!

•Ma'e sure %ou clic' on t(e correct -ender MA or FMAC. +(e s%stem ,ill

lea&e t(e de)ault as male unless ot(er,ise s#eci)ied.

•) %ou identi)% t(e ne, (ire as MAR+A S+A+5S 66 Married t(e s%stem ,ill ta'e

%ou automaticall% to t(e 'aily/Relate! Persons (In2oty$e 337,).

•) %ou identi)% t(e ne, (ire as MAR+A S+A+5S Sin-le t(e s%stem ,ill ta'e %ou

automaticall% to Organizational Assignent (In2oty$e 333,) %ou ,ill come $ac' ton)ot%#e 002< later on in t(e Hirin- Action to add mer-enc% "ontact in)ormation.

• At t(is #oint in t(e (irin- action Famil%/Related Persons n)ot%#e 002<C is used

onl% )or s#ouse in)ormation all in)ormation relatin- to de#endents re-ardless o)marital status 66 ,ill $e #ut in durin- t(e $ene)its enrollment

.


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1.* On screen %reate Personal +ata ,-nfotype 2/" enter information in the fields as

specified in the table below:


From/+o ))ecti&e date o)em#lo%ee3s #ersonalin)ormation

" As start date t(e s%stem ,ill de)ault t(e em#lo%ees$irt( date.+(e end date de)aults to <2/</9999.

Form o) Address

+itle address #re)erred $%t(e em#lo%ee

R 5se t(e dro# do,n menu to select .R .RS .ISS.S or DR.

Name Format Format used )or #rintin-name

" De)ault ,ill $e to #rint F?RM ?F ADDRSS FRS+NAM AS+ NAM.Do not c(an-e t(e de)ault.

ast Name m#lo%ee3s ast Name R nter t(e em#lo%ee3s last name se#arated $%(%#(ens ,(en em#lo%ee uses a com$ined last name.

irt( Name m#lo%ee3s Name at irt( R nter em#lo%ee3s maiden name i) used

ill #rint out as (%#(enated nameFirst Name m#lo%ee3s First Name R nter t(e em#lo%ee3s )irst name

nitials m#lo%ee3s nitials R nter em#lo%ee3s middle initialsC i) re*uired

Middle Name m#lo%ee3s Middle Name R nter em#lo%ee3s middle name

Ino,n As m#lo%ee3s in)ormal name R 5se onl% )or em#lo%ees ,(o use Jaliases3 i.e. ,riters.

Desi-nation +itle su))i@ ? 5se t(e dro# do,n menu to select an a##ro#riatesu))i@ as needed suc( as P(D s* M.D. etc.

Su))i@ m#lo%ee3s aristocratictitle i) a##lica$le.

? 5se t(e dro# do,n menu to select an a##ro#riatesu))i@ as needed suc( as aron aronesse etc.

SSN Social Securit% Num$er R nter t(e em#lo%ee3s social securit% num$er ,it(outusin- (%#(ens. +(e s%stem ,ill c(ec' )or itsuni*ueness.

irt( Date m#lo%ee3s irt( Date R nter t(e em#lo%ee3s $irt( date in ont0/!ate/year )ormat. Slas(es are not re*uired t(e s%stem #utst(em automaticall% ,(en not entered.

"omm.

an-ua-e

"ommunication and

"orres#ondence lan-ua-e

R nter t(e lan-ua-e in ,(ic( t(e em#lo%ee ,ants to

communicate.Nationalit% m#lo%ee3s Nationalit% R 5se t(e dro# do,n menu to select t(e a##ro#riate

nationalit%. ) em#lo%ee is citien o) t(e 5nited Statest(e code is US.e consistentK

Mari tal Status m#lo%ee3s Marital Status R 5se t(e dro# do,n menu to select t(e a##ro#riatemarital status.

Eender m#lo%ee3s Eender R Select a##ro#riate $utton 'eale .ale or TBD.


A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,ill acce#t t(edata and $rin- on t(e ne@t screen in t(e Personnel Action.


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Ti$s an! Tri+s * 'aily / relate! $ersons % in2oty$e 337,

•n)ot%#e 002< stores t(e data o) an em#lo%ee3s )amil% mem$ers as ,ell as )rom

ot(er related #ersons. Durin- t(e (irin- #rocess onl% t(e SP?5S in)ormation ,ill$e entered.

•Durin- t(e Hirin- Action %ou ,ill onl% $e #rom#ted to #ut in t(e s#ouse i) MAR+A

S+A+5S in in)ot%#e 0002 is .arrie!. ) %ou (a&e to add additional )amil%/related#ersons suc( as c(ildren ste#6c(ildren #arents etc. )or de#endent/$ene)iciar%in)ormation t(is ,ill $e done t(rou-( t(e $ene)its enrollment.

1.0 On screen %reate amily elated Persons ,-nfotype 21/" enter the information in thefields as specified below:


From/+o ;alidit% dates o) t(e current record R As start date t(e s%stem ,ill de)ault t(e(ire date.+(e end date de)aults to <2/</9999.

Famil% +%#e De)ines relations(i# to em#lo%ee " +(e )amil% t%#e ,ill de)ault to s$ouse$ecause %ou selected as Marital Status 6.arrie! on t(e #re&ious screen. Do notenter ot(er de#endents at t(is #ointK

ast Name ast name o) )amil%/related #erson R ill de)ault to t(e last name o) t(eem#lo%ee. ?&erride de)ault ,it(a##ro#riate last name i) necessar%.

irt( name Name at $irt( o) )amil%/related #erson ? "an insert Maiden Name o) S#ousei) used.

First Name First name o) )amil%/related #erson R nsert a##ro#riate )irst name

Eender Related #erson3s -ender R Select a##ro#riate $uttonS%stem de)aults to FMA

irt( Date Date o) irt( o) )amil%/related #erson R nsert related #erson3s date o) $irt(

Re)erencePersno

Re)erence Personnel num$er o)Famil% mem$er

? +(e re)erence #ersonnel num$er is notused in t(e SAP standard s%stem. oucan use t(is )ield to enter t(e testator3s#erosnnel num$er )or #ension #a%mentsto sur&i&inde#endents or t(e re)erencenum$er o) a )amil% mem$er to $e used)or storin- additional data in t(e s%stem.

.


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Ti$s an! tri+s * Organizational Assignent % In2oty$e 333,

•n)ot%#e 000< is a crucial in)ot%#e in SAP6HR. t ,ill de)ine t(e )urt(er #rocessin- o)

an em#lo%ee3s time and #a%roll data so it is essential to inte-rate t(e ne, (ire in t(eri-(t nter#rise structure Personnel structure and ?r-aniational structure.

•?r-aniational Assi-nment can onl% $e created in t(e Hirin- Personnel Action. +(e

transaction PA0 ,ill not #ermit t(e creation o) ?r-aniational Assi-nment since t(eHirin- Personnel Action also creates/assi-ns t(e #ersonnel num$er. Ho,e&er it is#ossi$le to c(an-e s#eci)ic )ields in ?r-aniational Assi-nment ,it( +ransactionPA0. +(e ?r-aniational Assi-nment can $e c(an-ed $% delimitin- t(e e@istin- or-assi-nment.

•Note: An em#lo%ee3s nter#rise Structure e@cludin- Su$area and usiness AreaC

and Personnel Structure e@cludin- Pa%roll Area and "ontractC s(ould onl% $ec(an-ed ,it( t(e ?r-aniational Reassi-nment Personnel Action +ransaction

PA40C.

1.3 On screen %reate Organi4ational Assignment ,-nfotype 1/" enter information in thefields as specified in the table below:


From/+o ;alidit% dates o) t(e current record " As start date t(e s%stem ,ill de)ault t(e(ire date.+(e end date de)aults to <2/</9999.

Su$area An or-aniational entit% ,(ic(re#resents #art o) a #ersonnel area,(ic( is distin-uis(ed )rom ot(ers$% uni*ue )eatures o) #ersonneladministration time mana-ementand #a%roll accountin-.

R 5se t(e dro# do,n menu to select t(ea##ro#riate #ersonnel su$ area.

usiness Area N/A N/A N/A

Pa%roll Area An or-aniation entit% -rou#in- allem#lo%ees t(at are to $e accounted int(e same #a%roll run.

" +(e de)ault #a%roll area ,ill a##ear.esides t(ese t(ere is #a%roll area ;; )or #ersons t(at are not #a%roll rele&ant.

"ontract or' "ontract used in statisticalre#ortin- ena$les %ou to -rou#em#lo%ees in sur&e% -rou#s.

? 5sed as needed.

?r- Ie% +(e or- +(e or-aniational 'e% de)inest(e enter#rise and #ersonnel structure.ou can use it to assi-n ot(eror-aniational units to em#lo%ees.De)aults can also $e de)ined atcustomiation.

"

PersAdminl+(e #er sPersonnel administrator is es#onsi$le)or t(e em#lo%ees assi-ned to (imor (er.

" ou can use t(is )ield )or aut(oriationc(ec's.

+ime +(e +ime Administrator is t(e #ersonres#onsi$le )or t(ose em#lo%eesassi-ned to (im/(er

R 5se t(e dro# do,n menu to select t(e#erson res#onsi$le )or time record in#uto) t(is em#lo%ee.

Pa%roll N/A ? N/A



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Ti$s an! Tri+s * Date s$ei2iations % In2oty$e 339,

•+(is in)ot%#e stores additional data relatin- to Date &ents t(at (a&e an im#act on

ot(er HR areas li'e #a%roll and $ene)its.

1.5 On screen %reate +ata Specifications ,-nfotype )1/" enter information in the fields asspecified in the table below:


From/+o ;alidit% dates o) t(e currentrecord

R As start date t(e s%stem ,ill de)ault t(e (ire date.+(e end date de)aults to <2/</9999.

Date +%#e De)ines t(e meanin- o) a#articular date R ;arious dates ,ill de)ault $ased on t(e (irin- datesuc( as:Date o2 <ireTitle DateA!=ust Ser"ie DateSeniority Date'ull*tie !ateDe)aults ,ill de#end on t(e com#an% code.

Date )or eac(date t%#eselected

Date )or ,(ic( DateS#eci)ications -o intoe))ect

R ) %ou select a Date +%#e use t(e #ull do,n calendarand c(an-e t(e date i) necessar%. For mostem#lo%ees it ,ill $e t(e (ire date.


A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,ill acce#t t(e data.

Ti$s an! Tri+s * A!!resses % In2oty$e 333>

•+(is screen is used to store address in)ormation all RE5AR em#lo%ees must

(a&e a Permanent Address ,(ic( is stored in su$t%#e <. ?t(er address su$t%#esma% include: +em#orar% Residence Home Address mer-enc% Address Mailin-

Address or Accommodation #ro&ided $% em#lo%er.

1.6 On screen %reate Addresses ,-nfotype 0/" enter information in the fields as specified inthe table below:


From/+o ;alidit% dates o) t(ecurrent record


Address +%#e +(e address t%#es#eci)ies ,(et(er t(eaddress in *uestionis t(e em#lo%eeLs#ermanent ortem#orar% #lace o)residence

R +(e s%stem ,ill de)ault to < Permanent Residence8.?t(er su$t%#es can $e used as needed $ut ,ill not $ecreated durin- t(e (irin- action.


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"/? n "are ?) ? ) address su##lied is N "AR ?F anot(er #art% enter

t(at in)ormation (ere. Address ine < First ine )or Street Address

R nter )irst line )or street address i.e. num$er and streetname.

Address ine 2 Second ine )or Street Address

? ) needed use second line )or additional addressin)ormation i.e. a#artment num$er $o@ num$er etc.

"it% "it% Name R nter name o) cit% )or address

"ount% N/A N/A N/A

State State Name R nter t,o6di-it code )or state name. ou can t(e usedro# do,n menu to select t(e ri-(t code.

i# "ode Postal i# "ode R nter at least )i&e6di-it i# code i) )ull nine6di-it cost is'no,n enter das( a)ter )i&e di-its and t(en additional)our di-its.Note: +(e s%stem ,ill &eri)% t(e )irst t,o di-its o) t(e i#code to ensure it is related to t(e correct state name.

"ountr% Ie% "ountr% Name " +(e s%stem ,ill de)ault to 5S $ased on SAP internalcountr% codeC.

+o enter a )orei-n address clic' on t(e ADDRSS AR?AD $utton on t(e a##lications tool$ar. +(e s%stem,ill t(us #ro&ide %ou ,it( t(e countr% s#eci)ic screen )ort(at #articular countr%.

+ele#(oneNum$er

Home P(one Num$er R nter t(e area code and #(one num$er.

"ommunications ?t(er #ersonalcommunication num$ers

? Additional t%#es o) communication num$ers can $estored:CE?? B cellular #(one num$er 'A@, B )irst )a@ #(one num$er 'A@7 B second )a@ #(one num$er PAE B #a-e num$er TE?7 B secondar% #(one num$er TE?8 B tertiar% #(one num$er OICE B &oice mail #(one num$er Do not use additional #(one num$ers or )a@ num$ers )or o))ice num$ers internal communication num$ers are

stored else,(ere. A)ter all in)ormation is added clic' on t(e SA; icon ont(e to# o) t(e screen t(is ,ill acce#t t(e data.


RESIDENCE TA@ AREA % IN'OTPE 373

+(is in)ot%#e stores t(e a##ro#riate in)ormation relatin- to Residence +a@ 1urisdiction$ased on t(e residence state su##lied in in)ot%#e 000!. denti)%in- t(e lo,est le&el ,illinclude all a##ro#riate ta@ 1urisdictions u##er le&el 1urisdictions ,ill automaticall% $e

assi-ned. For instance an em#lo%ee (ired in NG ,ould $e identi)ied as Ne, Gerse% andt(en Federal ta@ area ,ould )ollo, alon-. For states suc( as Penns%l&ania ?(io andIentuc'% t(ere are numerous count%/cit%/area ta@es t(at also a##l%.

+(e +a@ Area selection list ,ill a##ear a)ter sa&inin)ot%#e 000! clic' on t(e a##ro#riatelo,est le&el ta@ area and sa&e $% usin- t(e -reen c(ec' mar'. +(is #o#ulates t(ere*uired )ields on in)ot%#e 0207.


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1.1 On screen %reate esidence Tax Area ,-nfotype 23/" enter information in the fields as

specified in the table below:



" As start date t(e s%stem ,ill de)ault t(e (ire date.+(e end date de)aults to <2/</9999.

+a@ Area m#lo%ee3s residence )orta@ #ur#oses

R Select t(e lo,est le&el )rom t(e +a@ Area selection list.

?egen!: R 6 Re&uire! O 6 O$tional C 6 Calulate!

A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,illacce#t t(e data.

OR TA@ AREA % IN'OTPE 373F

+(e or' +a@ Area in)ot%#e records t(e amount o) time an em#lo%ee s#ends in eac(localit% ot(er t(an t(eir Residence +a@ Area n)ot%#e 0207C t(rou-(out t(e ta@ #eriod.

1.11 On screen %reate 7or& Tax Area ,-nfotype 25/" enter information in the fields asspecified in the table below:


From/+o ;alidit% dates o) t(e current

record

" As start date t(e s%stem ,ill de)ault t(e (ire date.

+(e end date de)aults to <2/</9999.+a@ Area +a@ Area in ,(ic( t(e

em#lo%ee ,or's" +(is in)ormation de)aults )rom t(e ta@ state entered in

t(e #re&ious in)ot%#e in)ot%#e 0207.

Allocation#ercent

Percenta-e o) t(eem#lo%ee3s ,or'in- times#ent in t(e ta@ area

" De)aults to <00.


+(e allocation #ercenta-e can $e (ard6coded into SAP as <00 es#eciall% ,(en usin- ADP )or #a%roll #rocessin- since t(e ADP s%stem can onl% (andle one ta@ area. ) t(e,or' state is di))erent t(an t(e residence state ma'e sure t(is in)ot%#e re)lects t(e ,or'state. A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is,ill acce#t t(e data.


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UNE.P?O.ENT STATE % IN'OTPE 373;

n)ot%#e 0209 stores t(e state t(at is res#onsi$le )or #a%in- t(e em#lo%ee3sunem#lo%ment insurance.

,.12 On screen %reate 8nemployment State ,-nfotype 26/" enter information in the fieldsas specified in the table below:




+a@ Aut(orit% Name o) t(eunem#lo%ment state

" +(is in)ormation de)aults )rom t(e ta@ state entered inin)ot%#e 0207.t s(ould al,a%s $e t(e same as t(e or' State.

or'site or'sites are used incertain states to #ro&idestatistical in)ormation to t(eta@ aut(orit% o)unem#lo%ment.

? 5se t(e dro# do,n menu to select t(e a##ro#riate,or'site.



IT<<O?DIN IN'OR.ATION 9/G % IN'OTPE 37,3

+(is in)ot%#e stores t(e in)ormation #resented $% t(e em#lo%ee on t(e 4/>. +(ein)ormation is used $% #a%roll to calculate ,it((oldin- ta@.

,.1$ On screen %reate 7ithholding -nformation 7)97* ,-nfotype 21/" enter informationin the fields as specified in the table below:




+a@ Aut(orit% +a@ Aut(orit% le&%in-,it((oldin- ta@

" +(is in)ormation de)aults )rom t(e ta@ state entered inin)ot%#e 0207.

+a@ e&el +a@ e&el " denti)ier used to s(o, t(e (ierarc(% to ,(ic( a ta@

aut(orit% $elon-s:A B FederalB B Stateill $e de)aulted $% t(e s%stem.

Fil in- Status +(e em#lo%eeLs maritalstatus )or ta@ #ur#oses

R 5se t(e dro# do,n menu to select one o) t(e)ollo,in-:3, Sin-le37 Married3> Head o) House(old


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Allo,ances Num$er o) e@em#tionsclaimed $% t(e em#lo%ee

R nter t(e num$er o) e@em#tions claimed $% t(eem#lo%ee.) le)t ANI same as R?.

Additionalallo,ance.

Additional amount to $e,it((eld at t(e em#lo%eeLsre*uest )or t(e #a%ment o) ta@es.

? nter a 6I dollar amount t(is is t(eadditional amount t(at ,ill come out in eac(#a%c(ec'.

Personalallo,ance

Num$er o) #ersonale@em#tions claimed $% t(eem#lo%ee. +(is )ield isonl% &alid )or certainaut(orities. ) it does nota##ear on t(e ,it((oldin-)orm do not enter a &alue(ere.

De#endent

allo,ance

Num$er o) de#endent

e@em#tions claimed $%t(e em#lo%ee. +(is)ield is onl% &alid )orcertain aut(orities. ) itdoes not a##ear ont(e ,it((oldin- )ormdo not enter a &alue(ere.

+a@ e@em#tindicator

+o indicate i) t(e em#lo%eeis ta@ e@em#t or not

? 5se t(e dro# do,n menu to select one o) t(e)ollo,in- as needed:(B?AN) No e@em#tion@ @em#tR @em#t $ut Re#orta$le

@em#tion amt. +a@ e@em#tion amount)rom t(e em#lo%eeLs,it((oldin- allo,ancecerti)icate.

? nter amount in t(is )ield.

Add. e@em#tionamt.

Additional amounte@em#t )rom ta@ation.?nl% certain statesallo, additional ta@e@em#tions.


RS mandates ndicates ,(et(er anem#lo%ee (as a limit set $%t(e RS on t(e num$er o)e@em#tions t(e% ma% claim

? +(is data is )ound in in)ot%#e 0<!< $ased onin)ormation su##lied to us $% t(e RS.

Add.it((oldin-

Additional amount to $e,it((eld at t(e em#lo%eeLsre*uest )or t(e #a%ment o) ta@es.


Alt. )ormula Alternati&e )ormulaassi-ned to calculate,it((oldin- ta@. ?nl% someaut(orities allo,

em#lo%ees to de)ine analternati&e met(od )orcalculatin- t(eir,it((oldin- ta@. ) %ouassi-n an alternati&e)ormula it ,ill o&erride t(ede)ault )ormula.

? 5se dro# do,n menu to select alternati&e )ormula.


A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,ill


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acce#t t(e data.

P?ANNED ORIN TI.E % IN'OTPE 333

+(is in)ot%#e maintains in)ormation relatin- to t(e em#lo%ee3s #lanned ,or'in- time andtime recordin- status. +(e em#lo%ee is assi-ned to a ,or' sc(edule rule ,(ic( containsall time data rele&ant )or #lanned ,or'in- time.

Ti$s an! Tri+s

Planned or'in- +imes are used )or calculation o) o&ertime. +(ese are t(e selections:

?ne c(oice > da%s/40 (ours #er ,ee'

denti)% i) t(e #erson is 4 or > da%s i) s(i)t is da% ni-(t or lo$ster and ,(et(er t(eirma@imum (ours #er ,ee' are !.2> or 7.>0 t(is rule -o&erns ,(en o&ertime $e-ins.+(is does not a##l% to Part +ime m#lo%ees t(ou-( since all (ours ,ill $e recorded )orP+ em#lo%ees t(is rule onl% -o&erns eli-i$ilit% )or s(i)t #a%. All #art time em#lo%ees can$e entered as >D 7.>8 or >N 7.>8 or > 7.>8. Actual num$er o) sc(eduled (ours )or#art time em#lo%ees is stored on in)ot%#e 000=.

Part +ime m#lo%ees: +(ere is a #art6time em#lo%ee8 indicator t(at must $e c(ec'ed o)) )or all #art time #eo#le t(is indicator in&o'es man% ot(er rules in $ene)its and #a%roll.

,.1) On screen %reate Planned 7or&ing Time ,-nfotype 3/" enter information in thefields as specified in the table below:

'iel!s




or' Sc(eduleRule

+(e ,or' sc(edule is t(e$asis o) time mana-ement.or' sc(edules are madeu# o) t(e ,or'in- timesand $rea' times o) -rou#so) em#lo%ees and )orm t(estructure o) timemana-ement in t(e

R 5se t(e dro# do,n menu to select t(e a##ro#riate,or' sc(edule. +(e de)ault is GD8-G.Sc(edules in SAP determine ,(en o&ertime $e-ins as,ell as S(i)ts D6da% N6ni-(t and 6lo$sterC.


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enter#rise.+imeMana-ementStatus

+(e +ime Mana-ementstatus indicator isassi-ned toem#lo%ees ,(o ta'e#art in time e&aluation

R 5se t(e dro# do,n menu to select one o) t(e)ollo,in- statuses:, All Hours Recorded Positi&e +ime &aluationC; @ce#tions ?nl% Ne-ati&e +ime Mana-ementCm#lo%ees coded <8 ,ill record all attendance anda$sence (ours. m#lo%ees coded 98 ,ill record onl%e@ce#tions to t(eir sc(edule.

or'in- ee' +(e ,or'in- ,ee'de)ines a se*uence o)da%s t(at re#eats itsel) on a re-ular $asis andis used in timemana-ement tocalculate o&ertime.

" ill de)ault $ased on "om#an% "ode and m#lo%eeSu$-rou#.

Part +ime

m#lo%ee

ndicator used )or #art6time

em#lo%ees

R "(ec' $o@ i) t(e em#lo%ee ,or's #art6time.

Additional timeD

Additional indicator ,(ic(can $e used to -rou#em#lo%ees accordin- toas#ects o) timemana-ement. t can $e*ueried in P"Rs $% t(eo#eration ?5+P and ist(ere)ore ta'en intoaccount in #a%rollaccountin- or timee&aluation.

? nter Additional time D.

m#lo%ment#ercent

ndicates t(e em#lo%ment#ercenta-e accordin- tot(e mont(l% ,or' sc(edule.

N/A All ,or' sc(edules are set u# to $e ,or'ed <00.So do not c(an-e t(e #ercenta-e lea&e <00 )or allem#lo%eesK

D%n. Dail% ,or'sc(edule

) %ou acti&ate t(is )ield t(es%stem o&er,rites certain

)ields in t(e dail% ,or'sc(edule ,it( &alues )romt(e Planned or'in- +imen)ot%#e 0007C ,(en t(e,or' sc(edule is accessedin time e&aluation.

? Select t(e d%namic dail% ,or' sc(edule indicator $o@.

Dail% ee'l%Mont(l% Annualor'in- Hoursee'l%or'da%s

"alculated automaticall%$ased on t(e ,or'sc(edule entered.

" A)ter enterin- t(e ,or' sc(edule (it t(e N+R 'e%so t(e s%stem #uts t(e (ours automaticall%.


A)ter all in)ormation is &eri)ied clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,ill

acce#t t(e data.


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BASIC PA % IN'OTPE 333F

n)ot%#e 000= stores t(e in)ormation a$out an em#lo%ee3s $asic #a%.

,.1* On screen %reate (asic Pay ,-nfotype 5/" enter information in the fields asspecified in the table below:

'iel!s

Field Name Descri#tion R/?/" 5ser Action and ;aluesFrom/+o ;alidit% dates o) t(e current

recordR As start date t(e s%stem ,ill de)ault t(e (ire date.

+(e end date de)aults to <2/</9999.

Reason Reason )or c(an-in-Master Data

R 5se t(e dro# do,n menu to select )rom one o) t(ereasons descri$in- a #a% scale c(an-eFor a ne, (ire enter 90 nitial Pa%8

Pa% Scale +%#e +(e #a% scale t%#esare set u# accordin-to t(e collecti&ea-reement t%#es t(atde)ine t(e sector o)industr% )or ,(ic( t(ecollecti&e a-reementis &alid

R 5se t(e dro# do,n menu to select one o) t(e)ollo,in-:3, Non Go$ Rated37 Go$ Rated39 5nion+(e s%stem ,ill de)ault to non =o5 rate!.

Pa% Scale Area Pa% scale areas areset u# accordin- to t(e

collecti&e a-reementarea t(at de)ines t(earea in ,(ic( t(ecollecti&e a-reementis &alid.

" .

Pa% ScaleErou#

A #a% scale -rou# is acriterion used )or-radin- 1o$ e&aluationand is di&ided u# intose&eral #a% scalele&els.

R +(ere are ; di))erent #a% scale -rou#s use t(e dro#do,n menu to select t(e ri-(t one.

Pa% Scalee&el

Su$di&ision o) t(e #a%scale -rou# ,(ic( isalso used as acriterion )or 1o$e&aluation.

R onl%)or Go$Rate

or 5nion

5sed )or Go$ Rate or 5nion.

"a#acit%

5tiliation e&el

De)ines ,(ic(

#ercenta-e o)standard ,or'in- timean em#lo%ee ,or's.

" De)aults to <00. Do not c(an-e t(is #ercenta-eK

or'Hours/Period

+(e num$er o) (ours anem#lo%ee ,or's in one#a%roll #eriod.

" De)aults to t(e (ours entered in Planned or'in-+ime n)ot%#e 0007C $ut s(o,n $i6,ee'l%.

Ne@t ncrease N/A ? nter data ,(en a##ro#riate.

Annual Salar% Annual $ase salar% " "alculated $% t(e s%stem

a-e t%#es a-e t%#es re#resentdi))erent t%#es o) #a%mentsor deductions made in

R +(e I salar% amount can $e entered (ereor )or Part +ime em#lo%ees t(e (ourl% rate


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accordance ,it(administrati&e #a%roll andcost accountin- criteria.

Start o) &alidit%#eriod )orindirect&aluation

n most cases t(e &alidit%#eriod o) t(e indirect&aluation does not matc(t(e &alidit% #eriod o) t(ecurrent record. ) %ouo&er,rite t(e date in t(is)ield )or e@am#le t(e da%a)ter t(e end o) t(e &alidit%#eriod )or t(e current&aluationC t(e &alues arerecalculated. +(e s%stem#ro#oses t(e start date )ort(e indirect &aluation.(en creatin- recordst(is is t(e start date o) t(ecurrent record. For allot(er )unctions t(e s%stemuses t(e start date t(at,as entered on t(e screen#ro&ided t(at t(is date is,it(in t(e &alidit% #eriod o)t(e current record. +(isalso a##lies to t(e startdate #ro#osed $% t(es%stem i) no entr% ,asmade on t(e screen. ) t(eentered or #ro#osed startdate is not ,it(in t(e&alidit% #eriod o) t(ecurrent record t(e start

date o) t(e record is used)or indirect &aluation.

R +(e s%stem ,ill create t(e start date. +(is date canc(an-ed.

"urrenc% "urrenc% 'e% )or amountsin t(e s%stem.

R 5se #ull do,n menu to select currenc%.




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.ONITORIN O' DATES % IN'OTPE 33,;

n)ot%#e 00<9 stores additional data on date e))ecti&e e&ents )or t(e em#lo%ee alon-,it( a deadline and a reminder. Date in)ormation stored in t(is in)ot%#e can $e used inre#orts.

Ti$s an! Tri+s

(en %ou )ill t(e date in t(e Date/deadline )ield and (it t(e enter 'e% t(e s%stem ,ill

de)ault t(e Reminder date. +(is date can $e o&er,ritten i) a##ro#riate.

A re#ort on t(is in)ot%#e can easil% $e run in t(e #ersonnel num$er )ield usin-at0o!e .. +%#e 6. in t(e #ersonnel num$er )ield a screen ,ill #o# u# ,(ere %oucan ma'e t(e selection )or t(e re#ort.

,.10 On screen onitoring of +ates ,-nfotype 16/" enter information in the fields asspecified in the table below:

'iel!s

Field Name Descr R/?/" 5ser Action and ;alues

Date +%#e +(e date/deadline t%#ede)ines dates ,(ic( arerele&ant )or em#lo%ees

R +(e s%stem ,il l de)aul t to 3*NeHt A$$raisal8.5se t(e dro# do,n menu to select )rom &ariousot(er date e&ents as needed.

Date/Deadline Date o) t(e deadline R nter t(e date o) t(e ne@t a##raisal t%#e in or uset(e #ull do,n calendarC.

Processin-ndicator

Processin- note )ormonitorin- o) dates.Dates t(at (a&e a#rocessin- note ma% $edro##ed )rom certainreminder lists.

" Processin- indicator su##lied $% t(e s%stem:B?AN Date is ne,, Date is $ein- #rocessed #rocessin- not %etcom#lete7 Date (as $een #rocessed no )urt(er #rocessin-re*uired) t(e #rocessin- indicator is entered < or 2C t(edate ,ill not a##ear on t(e re#ort run $% at0o!e..

Reminder Date Date at ,(ic( s%stemreminds %ou o) a certaindeadline

" De)ault is < mont(. +o see t(e date on t(e screen(it t(e N+R 'e% on t(e 'e%$oard to re)res( t(escreen.


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ead/Follo, u#+ime

Numeric )ield )or t(e entr% o) a unit o) time ,(ic( de)inesa #eriod $e)ore or a)ter,(ic( t(e s%stem s(ouldremind %ou o) a certain date.

" ead time or )ollo, u# time can $e set $ased onunits and measures use dro# do,n menus to ma'eselection.

"omments ? Free6te@t area to ma'e comments and notesre-ardin- t(e em#lo%ee or t(e e&ent t(ese cannot$e re#orted on.



ADP 'I?E NU.BER % IN'OTPE 37>;

+(is in)ot%#e stores t(e ADP )ile num$er used )or #a%roll #rocessin-. t is su##lied $%Pa%roll )rom a list o) a&aila$le num$ers.

,.13 On screen A+P ile #umber ,-nfotype 206/" enter information in the fields asspecified in the table below:

'iel!s




ADP "om#an%"ode

" ased on com#an% code t(e s%stem ,ill de)ault t(ecorrect ADP com#an% code.

Acce#t t(e de)ault do not c(an-e t(e dataK

File Num$er ADP )ile num$er R nter t(e #a%roll6#ro&ided )ile num$er )or ADP.Durin- t(e (irin- #rocess HR ,ill (a&e to -et t(isnum$er assi-ned )rom Pa%roll.


A)ter all in)ormation is added clic' on t(e SA; $utton on t(e to# o) t(e screen t(is ,illacce#t t(e data.


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BAN DETAI?S % IN'OTPE 333;

+(e an' Details in)ot%#e stores in)ormation related to t(e em#lo%ee3s met(od o)#a%ment direct de#osit or c(ec'.

Ti$s an! Tri+s

+(e s%stem ,ill de)ault to Payent .et0o! % C (C0e+) all in)ormation dis#la%ed seescreen #rint a$o&eC is de)aulted. ) no direct de#osit is $ein- done not(in- more needsto $e done to t(is screen sim#l% SA; and continue.

) an em#lo%ee elects direct de#osit t(e Payent .et0o! must $e c(an-ed to T (Trans2er)

and an' Ie% an' Account and an' "ontrol Ie% must $e entered.

,.15 On screen %reate (an& +etails ,-nfotype 6/" enter information in the fields asspecified in the table below:

'iel!s



R As start date t(e s%stem ,ill de)ault t(e (iredate.+(e end date de)aults to <2/</9999.

an' Details

+%#e

"ontains t(e #ossi$le $an'

t%#es

R +(e s%stem ,ill de)ault to 3 % .ain Ban+

,(et(er direct de#osit or c(ec'C. Do notc(an-e to anot(er $an' t%#eK

Pa%e Name o) #a%ee " +(e s%stem ,ill assume t(e em#lo%ee to$e t(e #a%ee.Do not c(an-e t(isK

Postal "ode/"it% i# code/"it% " +(e s%stem ,ill de)ault t(e in)ormationsu##lied in t(e Address in)ot%#e n)ot%#e000!C.

an' "ountr% "ountr% ,(ere t(e $an' islocated

" +(e s%stem ,ill de)ault t(e in)ormationsu##lied in t(e Address in)ot%#e n)ot%#e000!C. ?nl% c(an-e i) t(e #a%ee3s $an' islocated outside t(e 5S.

an' Ie% an' Ie% ? ) doin- direct de#osit t(is is t(e $an'in)ormation

an' Account an' account num$er ? nter t(e em#lo%ee3s $an' accountnum$er no lon-er t(an < c(aracters.

an' "ontrolIe%

5sed to indicate i) it is ac(ec'in- or sa&in-s account

R onl%,it(

directde#osit

S#eci)% 3, )or c(ec'in- account 37 )orsa&in-s account.

Pa%mentMet(od

Pa%ment Met(od R nter one o) t(e )ollo,in- &alues:C 6 c(ec' #a%mentT 6 $an' trans)er ill de)ault to C )or 0e+ $ayent.

Pur#ose N/A N/A N/A

"urrenc% +%#e o) currenc% " ill de)ault to US currenc%.Do not c(an-e t(e currenc%K


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Standard &alue An entr% in t(e Lan' DetailsLin)ot%#e )or $an' t%#e < ot(er$an'C indicates t(at a #ortion o)t(e em#lo%eeLs ,a-e/salar% istrans)erred to t(is $an'. ntert(e a$soluteC &alue o) t(is#ortion in t(is )ield. e care)ul,(en trans)errin- mone%a$road: +(e amount al,a%sre)ers to t(e local currenc%.

? nter amount.

Standard#ercenta-e

n)ot%#e data )or $an'connection t%#e < additional$an' connectionC means t(at a#art o) t(e ,a-es/salar% is #aidto an account at t(is $an'. %enterin- a &alue in t(is )ield %ou

can de)ine t(is #art as a#ercenta-e o) t(e total amount.

? nter #ercenta-e.



ADDITIONA? PERSONA? DATA % IN'OTPE 33

+(is in)ot%#e stores additional #ersonal data o) t(e em#lo%ee related to t(nic ?ri-in andMilitar% Status ,(ic( is used )or se&eral re-ulator% re#orts.

,.16 On screen %reate Additional Personal +ata ,-nfotype 33/" enter information inthe fields as specified in the table below:

'iel!s




t(nic ?ri-in +(is ) ield allo,s %ou tore#ort on em#lo%ees $%et(nic ori-in

R 5se t(e dro# do,n menu and select one o) t(e)ollo,in-:, 6 "aucasian7 6 A)rican American

8 6 His#anic9 6 Asian/Paci)ic slander G 6 Nati&e American/Alas'an5se one o) t(ese as re#orted )or AAP/?.

Militar% Status De)ine t(e militar% status o) t(e em#lo%ee i) #ro&ided

? 5se t(e dro# do,n menu and select one o) t(e)ollo,in-:3, nacti&e37 Acti&e38 Retired39 nacti&e Reser&e3G Reser&e3> ?n "all


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3 ;ietnam ;eteran3F Disa$led ;eteranSelect one i) #ro&ided $% em#lo%ee i) t(e in)ormationis not -i&en lea&e t(e )ield $lan'.

Medicare Medicare ndicator ? 5se to indicate i) t(e em#lo%ee is eli-i$le )orMedicare.

;eteran Status "(allen-ed ;eteran ? "(ec' i) t(e em#lo%ee is a c(allen-ed disa$ledC&eteran.

;eteran Status ;ietnam ;eteran ? "(ec' i) t(e em#lo%ee is a ;ietnam ra ;eteran.

;eteran Status ?t(er ? "(ec' onl% i) t(e em#lo%ee re#orts &eteran statusot(er t(an c(allen-ed or ;ietnam era.+(e s%stem c(ec's t(is $o@ $% de)ault.

Disa$ilit% Disa$ilit% ndicator ? ndicate i) t(e em#lo%ee is c(allen-ed disa$ledC.

Disa$ilit% Disa$ilit% Date ? ) t(e em#lo%ee is c(allen-ed indicate t(e date on,(ic( t(e disa$ilit% $e-an.

Disa$ilit% Date earned ? ) t(e em#lo%ee is c(allen-ed indicate t(e date t(ecom#an% learned o) t(e disa$ilit%.


A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,ill acce#tt(e data.

OBECTS ON ?OAN % IN'OTPE 3393•

+(is in)ot%#e maintains data relatin- to se&eral items o) com#an% #ro#ert% t(at areassi-ned to an em#lo%ee and must $e trac'ed most are to $e returned u#ontermination some trans)ers and ,(en t(e item is no lon-er re*uired $% t(e em#lo%ee.

,.2 On screen %reate Ob;ects on <oan ,-nfotype )/" enter information in the fieldsas specified in the table below:

'iel!s



R As start date t(e s%stem ,ill de)ault t(e (ire date.) t(e #ro#ert% is to $e -i&en )or a s#eci)ied #eriod o)time limit it ,it( t(e a##ro#riate end date ot(er,iseuse <2/</9999 as end date.

?$1ect on oan ndi&idual item R +(e s%stem can $e set to de)ault items.

Num$er/5nit Num$er o) items actuall%out on loan/ 5nit o) time ormeasurement to $e usedas $asis )or calculations

R For eac( item on loan s#eci)% t(e num$er o) #iecesi.e. cameras 2 #iecesC i) necessar%./ +(e onl% unitused is $iees-

Asset Num$er Num$er identi)%in-to-et(er ,it( t(e asset

N/A Not in use currentl% at some #oint t(ese ,ill $e tiedinto t(e )i@ed asset in&entor% to trac' certain items.


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Accelerated SAP







su$num$erC an asset in Asset Accountin-

"om#an% "ode ?r-aniational unit ,it(ine@ternal accountin-

" ill de)ault to t(e com#an% code entered in in)ot%#e000< ?r-aniational assi-nment.Do not c(an-eK

"omments ? Free6te@t area to ma'e comments and notesre-ardin- t(e em#lo%ee or t(e e&ent t(ese cannot $ere#orted on.


A)ter all in)ormation is added clic' on t(e SA; $utton on t(e to# o) t(e screen.

INTERNA? CONTRO? % IN'OTPE 3387•

At t(e to# o) t(e screen t(e s%stem6assi-ned m#lo%ee Personnel Num$er is s(o,n as,ell as in)ormation relatin- to m#lo%ee Name m#lo%ment Erou# m#lo%eeSu$-rou# "om#an% Personnel Area Personnel Su$area and Social Securit% Num$er.+(is screen is used #rimaril% to store license #late in)ormation )or "?MPAN "ARS andinternal #(one e@tensions.

Ti$s an! Tri+s

•% usin- t(e re#ort Car search list RPIF00C, %ou can create a searc( list. +(is

re#ort e&aluates t(e )ield License plate number.

•% usin- t(e re#ort RP+00 +ele#(one director%C , %ou can create an internal

tele#(one $oo'. +(is re#ort e&aluates t(e )ields Building number Room number and In-house telephone number i) or' "enters are con)i-ured in SAP s%stem.

,.21 On screen %reate -nternal %ontrol ,-nfotype $2/" enter information in the fieldsas specified in the table below:

'iel!s




Pre&ious #ers.no

+(e #ersonnel num$ers o)%our em#lo%ees canc(an-e ,(en %ouim#lement t(e HR s%stem.

? nter t(e #ersonnel num$er t(at ,as assi-ned to t(eem#lo%ee in t(e old s%stem.

"om#an% D m#lo%eeLs com#an% Dcard.

? nter t(e num$er o) t(e em#lo%eeLs com#an% D card.


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Accelerated SAP







"ar re-ulation Re-ulations are countr%6de#endent )or ta@#ur#oses.

? Select )rom t(e #ull6do,n menu i) re*uired.

"ar &alue Price o) t(e com#an% carused to calculate t(eim#uted income

? ?nl% enter t(e in)ormation i) recordin- a com#an% car.

icense #lateno.

Num$er o) t(e com#an%car license #late

? nter t(e license #late o) t(e com#an% car.

Asset Num$er N/A ? N/A

"om#an% "ode ?r-aniational unit ,it(ine@ternal accountin-

" ill de)ault to t(e com#an% code entered in in)ot%#e000< ?r-aniational assi-nment.Do not c(an-eK

uildin-num$er

nter t(e num$er o) t(e$uildin- in ,(ic( t(eem#lo%ee ,or's.

? nter $uildin- num$er i) or' "enters are con)i-uredin SAP.

Room num$er nter t(e num$er o) t(e

room in ,(ic( t(eem#lo%ee ,or's.

? nter room num$er i) or' "enter are con)i-ured in

SAP.

n (ouse tel.num$er

n (ouse tele#(onenum$er o) t(e em#lo%eeand e&entuall% o) t(eassistant

? nter in t(e )irst )ield t(e 4 di-it in (ouse tele#(onenum$er o) t(e em#lo%ee. +(e second )ield can $eused to enter t(e num$er o) t(e assistant.


A)ter all in)ormation is added clic' on t(e SA; $utton on t(e to# o) t(e screen t(is ,illacce#t t(e data.

CO..UNICATION % IN'OTPE 3,3G

+(e in)ormation on t(is screen relates to &arious )orms o) communication contacts ,it(t(e em#lo%ee. +(e s%stem can $e con)i-ured to #rom#t )or s#eci)ic communicationt%#es suc( as: or' +ele#(one Num$er Securit% ad-e and Par'in- Permit.

,.22 On screen %reate %ommunications ,-nfotype 1*/" enter information in the fieldsas specified in the table below:

'iel!s




+%#e "ommunication t%#e R 5se t(e #ull do,n menu to select communicationt%#es.

D/Num$er denti)ication o) t(ecommunication t%#e

R nter t(e a##ro#riate num$er/identi)ication o) t(ecommunication t%#e selected.



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Accelerated SAP






A)ter enterin- t(e data use t(e SA; icon to sa&e t(e record.

EDUCATION % IN'OTPE 3377

+(is screen maintains in)ormation relatin- to educational (istor% su##lied $% t(e

em#lo%ee.

,.2$ On screen %reate 'ducation ,-nfotype 22/" enter information in the fields asspecified in the table below:

'iel!s

Most ne, (ires su##l% educational $ac'-round data. Note: (en (i-( sc(ool data isentered and once it is sa&ed t(e s%stem ,ill #rom#t )or colle-e data.


From/+o Dates attended R nter t(e $e-innin- and endin- dates o)attendance at t(e educational institute.

Dates must $e in MM/DD/ )ormat i)DAS o) enrollments are not -i&en use 0<.

ducational est. nter t(e t%#e o)educational institution e.-.(i-( sc(ool $usinesssc(ool uni&ersit%C t(eem#lo%ee/a##licant (asattended

R S%stem ,ill #rom#t one a)ter anot(er <S 6<ig0 S0ool and C? College.ou can use t(e dro# do,n menu to selectot(ers i) needed:R Eraduate Sc(oolTS +ec(nical Sc(oolR Ri-(t to Ino,?t(er educational institutions can $emaintained directl% at a later time.

nstitute/location nter t(e name o) t(einstitution e.-. Penn State5ni&ersit%C at ,(ic( t(eem#lo%ee or a##licantcom#leted (is/(ereducation and/or trainin-

R +(is is a )ree )orm te@t )ield tr% to maintainconsistenc%.

"erti)icate A##ro#riate certi)icate ac*uiredat a -i&en institution

R 5se t(e dro# do,n menu to select t(ea##ro#riate certi)icate recei&ed at t(edesi-nated institute.

Duration o) "ourse

+(e Duration o) course s#eci)ies

(o, lon- a certain course o)

studies (as ta'en.

? • +(is )ield (as t,

se#arate entr% $o@es:

• n t(e le)t $o@ enter

num$er )or a s#eci)ic

time unit.

• n t(e ri-(t $o@ en

t(e time unit itsel) e.-.


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Accelerated SAP







%ears•

ranc( o) Stud% < S#ecial Field o) Stud% ? 5se #ull do,n menu to select ranc( o)Stud%.

ranc( o) Stud% 2 S#ecial Field o)Stud%Additional to Stud%<C

? 5se #ull do,n menu to select ranc( o)Stud%

"ourse a##raisal ? +(is is a )ree )orm te@t )ield tr% to maintainconsistenc%.

"ourse )ees "osts )or s#eci)ic course andcurrenc%.

? nter cost )or course and currenc%.

Re#a%mentRe#a%ment?$li-ation

+(e re#a%ment o$li-ationindicator $utton ena$les trac'scourse re#a%ment o$li-ations$et,een an em#lo%ee/a##licantand t(e em#lo%er.

? Re#a%ment indicator $o@ ma% $e selected,(en a##ro#riate.


A)ter all in)ormation is added clic' on t(e SA; icon on t(e to# o) t(e screen t(is ,illacce#t t(e data and #rom#t )or t(e ne@t in#ut record in t(is case C?*CollegeC. ntert(e in)ormation as $e)ore or clic' on SA; icon.

ENERA? BENE'ITS DATA % IN'OTPE 3,,

n)ot%#e 0<7< maintains in)ormation relati&e to an em#lo%ee3s eli-i$ilit% )or $ene)itco&era-e and #artici#ation. n order to enroll someone in $ene)its #lans t(is in)ot%#emust $e created. +(is in)ot%#e is t%#icall% created durin- t(e Hirin- Personnel Action.

,.2) On screen %reate =eneral (enefits +ata ,-nfotype 131/" enter information in thefields as specified in the table below:

'iel!s


From/+o ;alidit% dates o) t(ecurrent record


ene)i t area Su$di&ision o) #lan set u#in $ene)its ,(ic( )unctioncom#letel% inde#endent

o) eac( ot(er. m#lo%ees,ill $e enrolled in a$ene)it area t(at -rou#st(em to-et(er accordin-to common attri$utessuc( as countr% oror-aniationalassi-nment.

" +(e s%stem ,ill de)ault to t(e a##ro#riate Area ,(ic(is one o) t(e )our locations.

<st Pro-ram-rou#in-

" +(e s%stem can $e set to de)ault t(e <st Pro-ram-rou#in- $% de)inin- t(e rules in a Feature. ?t(er#ossi$le &alues de#end on t(e em#lo%ee3s $ene)itarea.


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Accelerated SAP







2nd

Pro-ram-rou#in-

Second #ro-ram -rou#in-is a means o) su$di&idin-%our )irst #ro-ram-rou#in-s de#endin-u#on t(eir em#lo%ment

status. +(e com$ination

o) t(e <st Pro-ram-rou#in- and t(e 2nd Pro-ram -rou#in- is t(atit #laces e&er% em#lo%eeinto a $ene)it #ro-ram.

" +(e s%stem ,ill de)ault to t(e a##ro#riate 2nd

Pro-ram-rou#in- as de)ined in t(e Feature.. ?t(er #ossi$le&alues de#end on t(e em#lo%ee3s $ene)it area.


;eri)% t(at all in)ormation is correct and clic' on t(e SA; icon on t(e to# o) t(e screen

t(is ,ill acce#t t(e data.

EENT: PER.ISSIONS % IN'OTPE 38F•

+(is screen also maintains in)ormation relati&e to an em#lo%ee3s eli-i$ilit% )or $ene)itco&era-e and #artici#ation. n order to enroll someone in $ene)its #lans a $ene)it e&entmust $e created to allo, a ne, (ire to #artici#ate in an initial enrollment. n t(e )uturet(is in)ot%#e ,ill also $e used to identi)% ot(er *uali)%in- e&ents t(at a))ect em#lo%ee$ene)it co&era-e.

,.2* On screen '>ent: Permissions ,-nfotype $35/" enter information in the fields asspecified in the table below:

'iel!s



R As start date t(e s%stem ,ill de)ault t(e (ire date.+(e end date de)aults to <2/</9999. Note: +(es%stem ,ill c(an-e t(e end date $ased on t(e rulesde)ined $% t(e selected *uali)%in- e&ent.

ene)it Area Su$di&ision o) #lan set u#in $ene)its ,(ic( )unctioncom#letel% inde#endent o)eac( ot(er. m#lo%ees ,ill$e enrolled in a $ene)itarea t(at -rou#s t(emto-et(er accordin- to

" +(e s%stem ,ill de)ault to t(e a##ro#riate Area.


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Accelerated SAP







common attri$utes suc( ascountr% or or-aniationalassi-nment.

Ad1ustmentreason

An Ad1ustment Reason is ali)e c(an-e t(at t(eem#lo%ee e@#eriences,(ic( normall% ,ill in&ol&ec(an-es to t(e em#lo%ee3s$ene)its enrollment.

R 5se t(e dro# do,n menu to &ie, ot(er c(oices t(at,ill $e a&aila$le a)ter t(e (irin- action.


;eri)% t(at all in)ormation is correct and clic' on t(e SA; icon on t(e to# o) t(e screent(is ,ill acce#t t(e data.

) t(is is t(e last screen )or t(e Hirin- Action t(at (as $een customied )or %our com#an%t(e ne@t screen t(at ,ill come u# ,ill $e t(e Personnel Actions screen and %ou (a&ecom#leted t(e Hirin- Personnel Action )or t(e Ne, Hire.

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