Concurrent Employment – basics

The Concurrent Employment is basically an employment scenario based on several personnel assignments between the employee and the employer. The personnel assignments can run simultaneously.

Concurrent employment allows an employee to hold multiple positions at the same time and these positions are then linked together for the purposes of payroll, time and benefits processing.

This scenario is very common in educational institutions and hospitals.

For example,
–Dania works full-time as a PACE Nurse Manager for Johns Hopkins Hospital, making $43/hr
–In addition, she works as a float pool Option RN II, making $24/hr plus differentials.

Employees with concurrent employments usually have as many personnel numbers as the personnel assignment. However, they are further assigned one PERSON ID, to enable proper tracking throughout the employment of that employee in the company. The different personnel assignments are linked by the Person ID. While the personnel assignment identifies the characteristics of the assignments such as work schedule and remuneration, the Person ID describes the functions to be performed by the employee during the assignments. The infotype for maintaining Person ID is 0709.

The concurrent employment model in SAP with regards to CE is for reporting purposes. It is the logical database framework (PNPCE) for reporting on Concurrent Employment.

You can maintain infotype on concurrent assignment via PA30, PA40 and PA61.

See example at http://help.sap.com/saphelp_47x200/helpdata/en/31/39de77c15c5043b0b420b60a89e4db/content.htm

Technological FrameWork
The variety of concurrent employment situations and the myriad administrative burdens that often accompany assignments can make HR professionals wonder how they can transform their organization from a traditional “one person, one assignment” model to a “one person, multiple assignment” culture. The answer is a technological framework that enables you to manage concurrent employment situations. This technological framework consists of the concurrent employment model delivered with mySAP ERP.

CATS – Transfer to PS

Transfer to Project System 
Use
You can use report RCATSPS (Time Sheet: Transfer to Project System) to transfer time sheet data to Project System. The report generates confirmations for networks and, if necessary, goods movements for backflushes.

You can transfer time sheet data that is assigned the processing status 30 (Approved) or 60 (Canceled). The report transfers the data from the interface table CATSPS to Project System.

Integration
When the system generates confirmations for networks, it triggers activity allocation in Controlling at the same time.

Prerequisites
The control key must specify that the operation may be confirmed. If it does not, the data is transferred to Controlling.

Recommendation
Transferring canceled data to Project System can adversely affect system performance. When the report transfers canceled records, it reads all the confirmations for the relevant operation for each cell that has been changed in the time sheet. The load on the system increases accordingly.

SAP recommends therefore that you

· Use only networks that have been created for a relatively short period

The more confirmations generated for a network, the poorer the report’s performance when canceling confirmations.

· Specify in the Number of tasks field that the report generates several tasks for each transfer, if you have performance problems

Features
Selection
· You select the records you want to transfer by personnel number, period, network number or document number.

· If you do not want the current date to be the posting date of the transferred records, you can manually enter the posting date you require. You can also determine the posting date you require for cancellations.

· For optimum performance, you can distribute the data you want to transfer over several tasks. You specify how many tasks in the relevant field.

· If another user is processing a network when you run the report, the network is locked. You can enter a number of lock attempts for the report. The report then attempts to perform the transfer as many times as you have specified.

· If you want to enter services for an operation without this affecting the scheduling of the network, select Transfer without dates. The report then transfers the records without the actual start and finish.

· For a detailed list of the data that has been transferred, select the Log option.

· If you only want to check which data will be successfully transferred and if any data will generate errors, select Test run.

Output
If you select the Log option, the system displays a log after the transfer is complete.

If the report was not able to post some of the records in Project System, it also generates an error pool. The records containing errors are flagged as transferred. You can postprocess them in Project System. Note however if you do this that the data in Project System is no longer consistent with the data in the Time Sheet.

CATS – Configuration

SAP’s official documentation on CATS configuration can be found at


To make configuration easier, refer to this excel

This excel contains gives a model of the accesses that needs to given for 3 different profiles – employee, manager and time admin.

Archiving of data from CATSDB: When the data becomes too huge, consider archiving the data. Though archiving is done by technical associates, functional associates would have to stipulate the timing of the archiving.

Some terms that are commonly used:
Yellow time: Unapproved time
Green time: Approved time


For additional Time sheet related questions refer to this link

CATS – for beginners

CATS means cross application timesheet which enables entries into time tables, the below link will help you in more detail.

http://help.sap.com/erp2005_ehp_04/helpdata/EN/0a/4fd938c6fba936e10000000a114084/frameset.htm


SAP provides 4 such solutions:

CATS Classic:
CATS classic is the original user interface of the Cross-Application Time Sheet in the SAP system. It is particularly suited to users who also use the SAP system to perform other tasks. CATS classic is the most suitable user interface for entering working times for multiple personnel numbers, for example, by secretaries.

http://help.sap.com/erp2005_ehp_03/helpdata/EN/46/fa783b3aefeb32e10000000a114084/content.htm

CATS Regular (ITS):
CATS regular (ITS) offers a similar data entry screen and comparable functions to CATS classic. However, this user interface has been optimized for use as an Employee Self-Service (ESS) application in a Web browser. In contrast to CATS classic, CATS regular (ITS) users only need a Web browser and not a SAP GUI for Windows. This makes CATS regular (ITS) the most suitable user interface for recording working times in the intranet or Internet.

http://help.sap.com/erp2005_ehp_03/helpdata/EN/dd/e9863596db1d23e10000009b38f889/content.htm

CATS notebook can be used by sales people who are on site and do not have Internet connection. They enter their time sheet info offline into CATS notebook & when they are online, timesheet data is transferred to the server.

CATS for service providers enables you to specify basic data that is often valid for more than one day. You can then record task components (such as miles/kms driven, overtime, and so on)


CATS user interfaces

for user interfaces, please refer to the following link:
http://help.sap.com/saphelp_47x200/helpdata/en/64/400b2b470211d189720000e8322d00

CATS Configuration

For configuration document, refer to the following link:

CATS – Transaction codes

To Customize CATS:


CAC1 : Maintain Profile 

CAC2 : Allocate Fields 

CAC3 : Def. Rej. Reasons 

CAC4 : Def. Auth. Groups 

CAC5 : Def. Cust. Fields 

CAC6 : Allowed Print Report

Working with CATS

CAT2 : Maintain Times  CAT3 : View Times  CATSXT : Times for SP  CATR : Reorg. Interf. Tables

Approving Times Entries

CAT4  CATS_APPR  CATS_APPR_LITE  CAPS 

Transferring Time Entries

CATA : All entries (exc. MM)  CAT5 : .. to PS  CAT6 : .. to Time Mgt  CAT7 : .. to  CO  CAT9 : .. to PM / CS  CATM : .. to MM

Time Management – Terms

1.  Day Balance   – It is the balance days to be entitled from his quota. 
2.  Period Balance  – It is the balance period from the actual accrual period 
3.  Accrual Period  – Accrual period is the actual period for the Absence quota, may be your financial year or calendar year
4.  Time evaluation period  – Time evaluation period is the period in which you are going to run thetime evaluation
5.  Payroll period  – Payroll period is the actual period to run the payroll. (Eg: 01.10.2006 to 31.10.2006)
6.  Other period  – can be select if you need your absence quota period other than these periods, you can mention your own period

SAP HR Course: Session 1 – SAP Basics

Additional Reading

In this class, we discuss ERP service providers including SAP’s competitors.
This class also adresses questions like what is SAP Landscape and how SAP Landscape looks like in a real-time scenario.

HR Master Data – Training Steps

Step-1
Configuring an Organizational Structure

  • Create Objects
  • Essential Relationships
  • Create Description
  • Create Department/Staff
  • Add Relationships
  • Maintain Plan Data
  • Add account assignment to the Company Organizational Unit
  • Acct Assignment Features
  • Structure Maintenace
Step-2
Configuring Positions

  • Configure Positions
  • Configure Reporting Relationships
  • Produce and Organizational Structure Report
Step-3
Executing a Personnel Action

  • Hire a Employee
  • Make changes to Employee Master Data
  • Produce an Employee List report for the new employee
Step-4
Using the Implementation Guide (IMG)

  • Create a project plan.
  • Generate a project IMG
  • Description of Vacant Position
  • Use the find feature to locate IMG activities
  • Execute and IMG Activity
  • Maintain status of project activities.
Step-5
Establishing the Enterprise Structure

  • Configuring Personnel Sub-Areas
  • Employee Sub-Groups
  • Grouping for Work Schedules
Step-6
Additional Organizational Assignments

  • Maintain HR Master Data
  • Change Organizational Assignment
Step-7
Using Features

  • Display Features
  • Process Feature/Decision Tree
Step-8
Understanding Planned Working
Time Connection to Basic Pay

  • Display the HR Master Data
  • Planned Working Time
  • Basic Pay
  • Work Schedules Overview
  • Primary Wage Type and Employee Groupings
Step-9 
Defining Payscale Structures

  • Customizing Project Administration
  • Process Feature Tariff: Decision Tree
  • Choose Activity
  • Change Payscale – Period Parameter Assignment
  • Determine Work Area
  • Create Basic Pay
Step-10
Defining Wage Types

  • Create Dialog Wage Type
  • Understand controls used to determine wage type assignment
  • Define feature LGMST to default wage type assignment
  • Setup indirect valuation
Step-11
Performing Payscale reclassification
and pay increases

  • Underrstand how to perform payscale reclassifications
  • Configure a payscale reclassification to a new payscale level after employees have been in a payscale level for one year.
  • Understand how to perform standard payincreases
Step 12
Confirming the new master data configuration

  • Modify an existing organizational structure to add a new organizational unit and new position
  • Process a hire personnel action and confirm the functionality of the newly configured personnel subarea, employee subgroup, payscales and wage types

SAP HR Course Curriculum

  1. Human Resource Essentials
    • Structures in HCM
    • Master data
    • Benefits administration (only USA & Canada)
    • Time Management
    • Recruiting
    • Learning and development
    • Enterprise Compensation Management and Personnel Cost Planning
    • End-User Service Delivery
    • Analytic Functions
    • Travel Manament
  2. Master Data
    • Project Management
    • Enterprise structure
    • Organizational Structure
    • Customizing master data infotypes
    • Features
    • Pay scale structure
    • Wage type structure
    • Infotype controls
    • Personnel actions
    • Dynamic actions
    • Mangement of Global Employees
  3. Authorizations
    • General authorization checks
    • Indirect role assignment
    • Structural authorization
  4. Time Management
    • Overview of Time Management
    • Time management groupings
    • Work schedules and Part Time Employees
    • Time data recording and administration
    • Absence and attendance counting
    • Attendance and absence quotas
    • Time Managers’ Workplace (TMW)
    • Cost assignment and activity allocation
  5. Basic Payroll
    • Entering payroll data
    • Organizing a live payroll run
    • Payroll process
    • Payroll reports
    • Posting payroll results to accounting
    • Bank transfers
    • Process model
  6. Organizational Management
    • Concepts of organizational management
    • Organization and Staffing interface
    • Expert mode
    • Evaluations and reporting
    • Manager’s Desktop and Manager Self Service
    • Customizing
    • Integration Points
  7. Reporting
    • Reporting methods
    • Infoysystems
    • Logical databases and infosets
    • Ad hoc query
    • SAP query
    • Payroll and time management infotypes
    • HCM in BW and SEM
  8. Solution Manager
    • Solution Manager Overview
  9. Experiences from Implementations (Case Study or Project)
    • Setting up structures
    • Integration and dependencies
  10. Job Search
    • Help with resume building
    • Practice with mock interviews
    • Placement Assistance

Organizational Plan

To Copy org plan
Use report RHCOPL00 /RE_RHCOPL00
But an entry should be there in OOPV transaction with the target Plan Version before copying an existing one
Leaving evaluation path empty copies the complete org structure.  Evaluation path is used to focus on certain relations which are changing
To compare
Use report RE_RHCOPLPT
OOAP – to set Active plan version