Payroll (HCM II) Case Study · 2017. 11. 14. · of the HCM (Human Capital Management) module of an SAP ERP G.B.I. 6.0 system. In the HCM curriculum processes for recruitment and

© SAP SE

Case Study

Product

SAP ERP 6.08 Global Bike

Level

Beginner

Focus

HCM Payroll

Authors

Tim Böttcher Chris Bernhardt

Version

3.0

Last Update

July 2016

MOTIVATION

This case study represents an introduction to human resource related organizational management and personnel administration in a human resource management system on the basis of the HCM (Human Capital Management) module of an SAP ERP G.B.I. 6.0 system. In the HCM curriculum processes for recruitment and further education of employees were explained in detail. Furthermore important infotypes for hiring an employee are shown. In this case study you will learn about new infotypes in order to create a payroll.

PREREQUISITES

Before you use this case study, you should be familiar with navigation in the SAP system In order to successfully work through this case study, there are no special requirements. However, it is recommended to have completed the HCM case study and the related exercises.

NOTES

This case study uses the Global Bike (GBI) data set, which has been created exclusively for SAP UA global curricula

Payroll (HCM II) Case Study

This case study explains a payroll process to show the connection

between hiring an employee and create a payroll.

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Case Study

Process Overview

Learning Objective Understand and perform a Human Resource process.

Scenario In order to create a payroll for an employee, you will adept into the

role of the recruiting manager and the payment officer. You will be active in

the field Human Capital Management (HCM) and Financials (FI).

Employees involved Marco Romero (Recruiting Officer)

August Faust (Payment Officer)

Time 45 min

Before starting the payroll process a new position (Marketing Manager) has to be created. After

that a new employee can be hired, who will take the position of the marketing manager. It is shown which infotypes have influence in the following payroll.

This includes:

infotypes for working hours

create the base income

create bank details

infotypes for capital formation

details for taxes and social insurance

details for workers compensation association

The following chart presents the complete process (4Tasks).

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Table of Contents

Process Overview ....................................................................................................................... 2

Step 1: Create Position ............................................................................................................... 4

Step 2: Create Bank.................................................................................................................... 6

Step 3: Hiring Employee ........................................................................................................... 8

Step 4: Simulation Payroll ....................................................................................................... 18

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Step 1: Create Position

Task Create a new position within the organizational structure.

Short Description Use the SAP Easy Access Menu to create a position for the marketing department.

Name (Position) Marco Romero (Recruiting Officer)

Time 10 min

Positions are occupied by employees. If a position is not occupied, it is

vacant. Positions are assigned to organizational units. Example: position administrator of accounts payable accounting.

Positions

To create a position, follow the menu path:

Human Resources ► Organizational Management ► Organizational Plan ► Organization and Staffing ► Change

Menu path

Change the previewed periods to be able to create positions which are valid

for the past. Therefore, please click and enter 1st of the current month as

start date. Also enter one year in the future as Preview period. Click on

1st current month

One year

The positions should be created in the department ### Marketing, ### being

replaced by your group/computer number. Therefore, please go to the

window Find by on the left side of the screen. There, click on

Organizational unit and search term, enter the search term ### Marketing

in the name entry field and press . The search result should be displayed in the Hit list window on the left side of the screen.

### Marketing

Please choose your organizational unit via double-clicking so that it appears

on the right side of the screen. Highlight your organizational unit and click

on in the context menu. In the upcoming screen Choose Relationship, please choose Incorporates

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A new position was created underneath your ### Marketing department. On

the bottom of the screen, the details for the new position are displayed.

There, please enter the abbreviation ### MM for the position and ###

Marketing Manager as the name. Please activate the check box Head of

own organizational unit.

### MM ### Marketing Manager

Head of unit

Enter 1st of the current month as Valid from. If this field should be grayed

out, please click on Display periods. The functionality should be

available then.

1st of current month

Press enter to update the entered information. The organizational structure

should now look as follows.

Please save your data with .

Click in order to return to the SAP Easy Access Menu.

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Case Study

Step 2: Create Bank

Task Create a new bank.

Short Description Use the SAP Easy Access Menu to create a bank, which is used as house bank for the new employee later.

Name (Position) August Faust (Payment Officer)

Time 5 min

To create a bank, follow the menu path::

Accounting ► Financial Accounting► Banks ► Master Data ► Bank Master Record ► Create

Menu path

Choose DE for Germany as Bank Country. As Bank Key enter 12030###

(Replace ### by your group/computer number). This Key represents the

Bank identifier code of the new bank. Confirm your entries by pressing enter.

DE 12030###

You can now enter detailed Data for the new bank by filling all needed

fields.

Hint: The Bank identifier Code for this case study is based on the code for

the „Deutsche Kreditbank AG“. If you want to choose realistic values you can enter the following data:

The Bank name is Deutsche Kreditbank AG. As Region enter 11 and

Taubenstraße 7-9 in Berlin as address. As SWIFT/BIC enter

BYLADEM1001 and as Bank number reenter the Bank Key.

Deutsche Kreditbank AG

11 Taubenstraße 7-9

Berlin

BYLADEM1001

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Please save your data with .


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Step 3: Hiring Employee

Task Hire a new employee.

Short Description Use the SAP Easy Access Menu to hire a new employee as the ### Markteing Manager.

Name (Position) Marco Romero (Recruiting Officer)

Time 20 min

Hint: The process for hiring an employee is shortened in this case study because

of the focus being on the used infotypes for the payroll process. If you are not

familiar with the hiring process it is recommended that you take a look on the Human Capital Management I case study.

To hire an employee follow the menu path:

Human Resources ► Personnel Management ► Administration ► HR Master Data ► Personnel Actions

Menu path

Choose the Personnel Action Hiring and click on (F8).

The action shall start at the 1st of the current month. In the section

Organizational assignment use the F4-help to find for the position your ###

Marketing Manager.

1st current month

### Marketing

Manager

As Personnel area enter Hamburg (HH00) and the Employee group is active

(1). Because the new employee is head of his department he will join the Employee subgroup executive employee (DS).

A personnel Number is automatically assigned by the system.

HH00

1 DS

To get to the next info type save your entries by clicking on .

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You can freely choose the First name, gender and the accurate Title of your new

employee. To successfully finish this case study it is necessary to choose a Last

name starting with “M”. As Birthdate enter 03/26/1983 and choose the

Nationality German

Title

Last name with „M“

03/26/1983 German


In the info type Create Organizational Assignment choose the Subarea Sales

(SD00) with the F4-help. As Contract choose Worker, others.

SD00

Worker, other

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To get to the next info type save your entries by clicking on .Accept the

Message Delimit Vacancy with yes.

The new employee lives in 24103 Kiel. You can freely choose the Street and

House number.

24103 Kiel

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In the following info type the working time can be determined. The employee

has a full-time job so nothing needs to be changed here.


In the following info type the Basic pay for our employee is set. In the section

Pay scale, choose Festgehälter (90) (fixed salary) as Type, Hamburg (07) as

Area and the Group 001 with Level 01. After accepting your entries with enter you can see an amount for the payment of 3,500 Euro.

90

07

001 01

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In the following info type the bank account for payment is created. Choose as

Bank Key 12030### () and enter an eight digit number as Bank Account.

Choose Salary as purpose.

12030### Eight digit number

Salary

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Besides the normal salary it is also possible to pay an employee benefits for

capital accumulation. It can be determined the amount which is paid by the employee and the amount paid by the employer.

Enter 26 EUR as Amount. With the F4-help choose Building Soc. Saving as

Asset Type.

26 EUR Building Soc.

Saving

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Confirm your entries with enter.

Choose with the F4-help the Badenia Bausparkasse GmbH as Payee. Confirm

with enter to fill in the other entries automatically. As you can see has the

purpose been created out of your personnel number and the Last name of the

employee.

Badenia


In the following info type the relevant fiscal data is maintained. Enter

12345678995 as Ident. No. As Municipal- enter 01002000 and for Tax Office

2119. The Tax class of your employee is 1 and he doesn’t have to pay Church

Tax (00). In the section Further Data choose Schleswig Holstein as Church Tax

Area.

12345678995

01002000 2119

1

00

Schleswig-Holstein

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Case Study


The Health Ins. Fund of your Employee ist Mr. Barmer Ersatzkasse. There is

No requirement to submit the SI Statement. The Pens.Ins.Number depends on whether your employee is female or male.

If your Employee is a woman enter 26260383M506 otherwise enter 26260383M005.

Barmer

26260383M506

or 26260383M005

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Case Study

Hint: The Pension Insurance Number has the following format:

26 260383 M 50/00 6/5

Area Number Date of Birth

(here german

format)

First letter of

the last name

Serial number

00-49 male

50-99 female

Check digit


In the info type Create DEUEV choose with the F4-help the Current Position

Führungskräfte – Werbung & Marketing / Marketing Leiter/in (92194/005).

Your new employee finished school with an Abitur (4). As Vocational Train

choose Master Craftsman/Technician (3). As ContractForm enter Full-Time –

Permanent (1).

92194/005

Abitur-/Fachabitur

Master Craftsman

Full-Time

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In the following info type can stay unchanged. Proceed to the next info type by

clicking on

The info type Create Monitoring of Tasks can also stay unchanged. The Expiry

of probation time is already filled. Proceed by clicking on .

The info type Create Absence Quotas can also stay unchanged. Proceed by

clicking on .

Choose as Workers Compensation Association the MIS administration (31) via

F4-help. Enter as Hazard Pay Area (HP) Office personnel (01).

31

01

Click on to finish the personnel action.


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Case Study

Step 4: Simulation Payroll

Task Simulate a payroll.

Short Description Use the SAP Easy Access Menu to simulate a payroll for your recently hired Marketing Manager.

Name (Position) August Faust (Payment Officer)

Time 10 min

In this case study, you only simulate a payroll to ensure the consistency of the

system state. You will get the complete remuneration statement for your

employee.

To simulate the payroll, follow the menu path:

Human Resources ► Payroll ► Europe ► Germany ► Payroll ► Simulation

Menu path

In the section Payroll period, choose with the F4-help menu the Payroll area

D2. Change the current choice to Other period and choose the following

month as period for the payroll.

D2 Other period

Following month

In the section Selection enter the Personnel Number of your Marketing

Manager and choose D2 as Payroll area again.

Personnel number

D2

Hint: If you have forgotten the personnel number of your employee, you can

find it via the F4-help. Search for Last and First name and choose the result

with a double-click.

As Layout for Remun.Statement choose via the F4-help SAP & CALC.

SAP & CALC

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Start the Simulation with a click on or press F8.

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Hint: As you can see is the Total Gross Amount the same amount as your

salary plus the payment for capital formation. Furthermore you see a list of the

usual deductions according to German law for calculating the Statutory Net

Pay. These are deductions like income taxes as well as payments for social insurance.


Documents

Payroll (HCM II) Case Study · 2017. 11. 14. · of the HCM (Human Capital Management) module of an SAP ERP G.B.I. 6.0 system. In the HCM curriculum processes for recruitment and