Introduction to ERP

  • Definition of ERP
  • Difference between ERP and Traditional Programming languages
  • Advantages of ERP
  • Different types of ERP Products

Introduction to SAP               

  • History
  • SAP Products and Features
  • Architecture (R/1, R2, R3)
  • Versions and EHP

Licensing and Implementation models

  • On Premise Model
  • Cloud Model
  • Hybrid Model

Introduction of Cloud Computing

  • Definition
  • SAAS
  • PAAS
  • IAAS

Types of Projects

  • Implementation projects
  • Support and Maintenance project
  • Rollout projects
  • Up gradation projects
  • Enhancements

ASAP Methodology and Ticket management Tools

Roles and Opportunities

  • Functional Consultant
  • Developer Role
  • Basis Administrator role
  • End User

 

Server and Landscape System

  • SAP Server and Client Concepts
  • Single System landscape
  • Double System landscape
  • Triple System landscape
  • Multiple Systems Landscape

SAP System Introduction

  • Login
  • Navigation
  • User Administration

Organization management

  1. Introduction to OM
  2. Importance of Organization structure in SAP HR
  3. Objects in OM
  4. Organization Structure Creation using various methods
  • Simple Maintenance
  • Organization staffing
  • Expert Mode
  • General Mode
  • Actions
  • General Structures
  • Structural Graphics
  1. Matrix Organization Structure
  2. Infotypes
  • Definition & Purpose
  • Ranges
  • Characters
  • Time Constraints
  • Configurations required
  1. OM infotypes
  • Object Infotype (1000)
  • Relationship Infotype (1001)
  • Description Infotype (1002)
  • Department/Staff (Infotype 1003)
  • Character Infotype (1004)
  • Restrictions Infotype (1006)
  • Vacancy (Infotype 1007)
  • Account Assignment Features (Infotype 1008)
  • Health Examinations (Infotype 1009)
  • Authorities and Resources (Infotype 1010)
  • Work Schedule (Infotype 1011)
  • Employee Group/Subgroup (Infotype 1013)
  • Obsolete Infotype (Infotype 1014)
  • Cost Planning (Infotype 1015)
  • Standard Profiles (Infotype 1016)
  • PD Profiles (Infotype 1017)
  • Site Dependent Info Infotype (1027)
  • Address Infotype (1028)
  • Mail Address Infotype (1032)
  1. Plan Versions
    • Creation of New PV
    • Active PV and Current PV
    • Transferring Objects from one PV to another
    • Comparing Org. Structures from different PVs
  2. Objects Number ranges
  • Internal and External
  • Plan version specific
  • Number ranges for across plan versions
  1. Relationship maintenance
  • Direct and Indirect relations
  • Allowed relations
  • Creating custom Relation Ships
  1. Evaluation Paths
  • Importance
  • Creation of new custom Plan Versions
  • Business scenarios on plan versions
  • Workflows Depending on Evaluation Paths
  1. Transporting OM Structure
  • Automatic
  • Manual
  • Locking infotypes
  1. Authorizations
    • Importance of authorizations in SAP
    • Types of authorizations
    • General Authorization
    • Structural Authorization
    • Manual Assignment of Auth. Profile to User IDs
    • Background Job for assigning Auth. Profile to users
  2. Integration Switches and tools
    • Switches from T77S0
    • Integration Feature PLOGI
    • Integration Reports (RHINTE**)
  3. Tools and Reports
  • Reports on Org. Structures
  • Correcting Object Start date and End dates
  • Deleting Objects
  • Data Loading
  • Displaying Infotype Data

 

                 

Personnel Administration

Introduction to PA

Dif.  Between Master Data, Transaction data and Configuration data
Concept of Structures and Groupings

Enterprise structure

  • Company code & controlling area
  • Personnel area
  • Personnel sub area
  • Country Grouping

Personnel Structure

    • Employee group
    • Employee sub Group
    • Employee group attributes

User administration

  • User ID Creation
  • Roles and Authorization Profiles
  • Parameters

Personnel Number Ranges

Inotypes in PA and Infotypes Configurations

  • Actions ( 0000)
  • Organizational Assignment ( 0001)
  • Personal Data ( 0002)
  • Payroll Status ( 0003)
  • Challenge ( 0004)
  • Leave Entitlement( 0005)
  • Addresses ( 0006)
  • Plan Working time ( 0007)
  • Basic Pay ( 0008)
    Bank Details ( 0009)
  • External Transfers (0011)
  • Recurring Payment and Deductions (0014)
  • Additional Payments (0015)
  • Contract Elements (0016)
  • Monitoring of tasks (0019)
  • Family/Related Person ( 0021)
  • Education Details (0022)
  • employer Details (0023)
  • Qualifications (0024)
  • Appraisals ( 0025)
  • Cost Distribution ( 0027)
  • Reference Personnel Number ( 0031)
  • Internal Control ( 0032)
  • Date Specifications ( 0041)
  • Loans (0045)
  • Membership Fee(0057)
  • Additional Personnel Data (0077)
  • Residence Status (0094)
  • Communication ( 0105)
  • Reference Personnel Number Priority ( 0121)
  • Messages (0128)
  • Personal IDS(0185)

Features and Sub Features

Personnel Actions

Fast Entry Actions

Infotype Menus

Screen Modifications

Screen Header Modification

Dynamic Actions

Queries

  • SAP Query
  • Ad-Hoc Query

Custom Infotype Creations        

  • OM Inoftype
  • PA Infotype

Legacy System migration workbench

Batch data Conversions

Integration with OM

  • PA without OM
  • PA without OM, But with Objects Position and Org. unit, Jobs
  • PA with OM
  • Integration Switches in T77S0
  • Integration Reports (RHINTE**)

Time Management

Introduction and Overview

Time Management infotypes

  • Time Recording infotypes
  • Absences (Infotype 2001)
  • Attendances Infotype (2002)
  • Substitutions Infotype (2003): Changes to Planned Working Time
  • Availability Infotype (2004)
  • Overtime Infotype (2005)
  • Employee Remuneration Info Infotype (2010)
  • Time Events Infotype (2011)
  • Time Transfer Specifications Infotype (2012)
  • Absence Quotas Infotype (2006)
  • Attendance Quotas Infotype (2007)
  • Quota Corrections Infotype (2013)
  • Time Quota Compensation Infotype (0416)
  • Payroll Status (Infotype 0003)
  • Planned Working Time (Infotype 0007)
  • Time Recording Information Infotype (0050)
  • Maternity Protection Infotype (0080)
  • Military Service Infotype (0081)

Work Schedule Configurations:

  • Holiday Calendar with various Holiday classes
  • Break schedules (Fixed, Flexible, dynamic)
  • Daily work schedules (Fixed and Flexible)
  • Daily Work Schedules Variants
  • Periodic Work schedules
  • Day types and day type selection rules
  • Work schedule rule and work schedule Generations individual and Batch Generation.

Absences and attendance configuration:

  • Collision checks
  • Screen control
  • Input checks and
  • Counting g and
  • Rounding rules
  • Variants for Absences

Time Quota Configuration (Manual Method, RPTQTA00, Time evaluation method (RPTIME00))

  • Quota Types Configuration
  • Base entitlements
  • Generation rules
  • Reduction rules
  • Validity and Deduction periods
  • Quota encashment
  • Carry forwarding Quota Remaining entitlement
  • Quota Generation through PCRS

Time evaluation and Schema Designing:

  • Defining Modifiers in Initialization
  • Importing time data (planned and actual recording)
  • Error checks and Message Generations for Missing clocks and Wrong postings
  • Message generation for Wrong Time recordings
  • Assigning Processing types and Time types to each time Pairs Based on time identifiers (TIMTP)
  • Assigning Processing types and Time types to each time Pairs Based on P/T Grouping (TYPES)
  • Process and Indentify breaks (PBRKS)
  • Time Pair Adjustments
  • Generation of time messages and notifications using COLER Opertaion
  • Daily Overtime Calculations and Weekly OT calculations,
  • OT Approvals
  • Generation for Time wage types using GWT and also With PCR using Operation ADDZL.
  • Time Balances (Time Type updating) calculations

Custom rules(PCRS) in Schema

  • Error validations Time TIP entries
  • Errors in attendances and absences time recording
  • Splitting time Pairs
  • Late Coming and early outs with Various Business scenarios
  • Core time Deviations
  • Tolerance times
  • Adjusting attendances and absences TIP entries
  • Generation of Exceptions messages for Business rules
  • Special Processing for Breaks paid and Unpaid
  • Pre – OT conditions
  • Daily Overtime calculation
  • Weekly OT
  • Monthly OT calculations
  • Special Treatment for Late night working hours
  • OT approval using 2007
  • OT approvals using 2012
  • OT approvals using DWS
  • OT approvals using Locked records
  • OT Approvals using 2002
  • OT approvals using 0050
  • Valuation with Alternative payments (ALP)
  • Compensatory off with various business rules
  • Time wage type Generations using custom rules
  • Absence Quota Configurations in Schema
  • Quota C/F and Compensations using rules
  • Time Balances formations for reporting

Time reports and Tools for Administration and Issue solving

Cross Application Time Sheets

  • Interfaces
  • CATS Classic
  • CATS Regular
  • CATS Notepad
  • CATS Mobile
    • Time Sheet Profile Configuration
    • Work List
    • EE selection
    • Default vales in time Sheet
    • Time Sheet Input entry Checks
    • Time sheet Collisions
    • Time sheet Data entry Maintenance
    • Approvals
    • Approving by reporting manager
    • Approving by Approver selection
    • Approving by time administrators
  • CATSDB
  • Transferring to target Components

 

                 

Payroll (Skeleton Structure of SAP Payroll)

  1. Payroll area configuration
    1. Period Parameters
    2. Date modifier
    3. Create payroll area and Default payroll area
    4. Generation of Payroll schedule
    5. Control record functionality and Creation and Editing
  2. Payroll Status info type 0003 and Cases behind each Field of IT0003
  3. Employee Master Data for Global Payroll

Infotype 0000: Actions

Infotype 0001: Organization assignments

Infotype 0002: Personnel Details

INfotype 0006: Address

Infotype 0007: Work Schedules

Infotype 0008: Basic Pay

Infotype 0009: Bank Details

Infotype 0016: Contract Details

Infotype 0021: Family members or Dependants

Infotype 0027: Cost Distribution

Infotype 0185: Personal IDs

  1. Employee Transaction Data for Global Payroll

Infotype 0014: Earnings/Deductions Transaction Data

Infotype 0015: Additional Payments and Deductions

Inoftype 0416: Quota Compensation

Infotype 2010: Employee Remuneration

Infotype 2001: Absence information

Infotype 2003: Substitutions

Infotype 0057: Membership Fees

Infotype 0267: Bonus and Off-Cycle

Infotype 0011: External Bank Transfer

  1. Wage type Configurations
  2. Types of wage types
  3. Creating client Specific wage types
  4. Pre-payroll run Characters
    • Permissibility to infotype
    • Permissibility to ESG and PSAs
    • Input and indirect Valuation Characters
  1. Wage type Characters in Payroll run
    • Standard Valuations
    • Custom Valuations
    • Processing classes and their PCRs
    • Cumulation classes and Purpose
    • Evaluation classes
  2. Wage types Characters for Post Payroll
    • Posting Characteristics of wage types
    • Evaluation classes for forms
    • Reports and pay slip display.
  1. Payroll Drivers for All the countries
  2. Pay period selection
  3. EE Selections
  4. Payroll Types
  5. Reasons for Off cycle runs
  6. Schema
  7. Forced Recalculation date
  8. Understanding of Payroll log
  9. Remuneration statement Variant
  10. Understanding of Payroll Log

 

  1. Remuneration Statement
    1. Pay slip designing in PE51
    2. Variants for ESS and Payroll Driver and Other areas
    3. Display Retro values on same Pay slip and on Different Pay slips
    4. Sorting wage types in Pay slip
    5. Language and Display Control for ESS
  1. Working with Payroll Results
    1. Code PC_PAYRESULT
    2. Result Indicators
    3. In-period and For-period results
    4. Validating off-cycle results
    5. Deletion of payroll results
  1. Banking and Checks For the Payments
    1. Payment methods and House Bank Configuration
    2. Check Lot numbers
    3. REGUH, REGUV and REGUP tables
    4. Pre DME Program
    5. DME Program
    6. Check Printing
  2. Pay slip Designing PE51
    1. Pay slip header and Attributes
    2. Windows and line Layout
    3. Printing RT and CRT values
    4. Printing Messages
    5. Printing Retro Differences
    6. Conversions and Rules on Pay slip
  1. Payroll Posting to accounting and Controlling
  2. FI Settings
  • Cost center Creation
  • General Ledgers Creation
  • Fiscal Year Variants
  • Posting periods
  • Company Code and Controlling area Document numbers
  1. HR Settings
  • Symbolic accounts
  • PPMOD Grouping
  • Wage type Characters
  • Posting Periods
  • Assign symbolic codes to wage types
  1. End User Activities

Run Posting and Document Creation

Reconciliation of amounts

Releasing and Posting Document

Reversing posted results

Validating Accounting Documents and Controlling Documents

  1. Standard payroll reports
    1. Wage type Reporter (H99CWTR0)
    2. Wage type Utilization report (RPDLG20)
    3. Wage type and GL Assignment (RPDKON00)
    4. Payroll Journal (RPCLJNx0)
    5. Payments and Deductions (RPLPAY00)
    6. Pay Dates on Holidays (RPCHCK00)
  1. Understanding Internal tables IT, OT, DT, LRT, ORT, AOA..etc
  2. Understanding of Cluster Tables WPBP, RT, CRT, C0, C1, PSP, DDNTK, ARRRS, MODIF

Understanding Standard Schema Designing and Customization

  1. Initialization :
    • Understanding of program controls
    • Activating validation against Control record
  2. Importing basic data
  • Understanding of Function WPBP and Splits
  • Creating custom splits in WPBP if required
  • Reading Country Specific info types
    1. Import Prev Results of current period
    2. Import Last payroll run Results
  • Updating Required Wage types in LRT
    1. Time Gross Calculations
  • Generating Partial Period Parameters
  • Setting Payroll Modifiers
  • of different rates
  • Importing time evaluation results
  • Importing 2010 and 0416
  • Importing the absences and generating wage types by RAB and PAB Functions
  • Partial Period absence Parameters
  • Time wage type Valuation using X015
  • Time Wage type Valuation using Custom Rules
  • Time Gross Calc.

 

  1. Additional and Payments and Deductions
    • Importing Payments and Deduction from 0014 and 0015 and 0057
    • Off cycle payments 0267
    • Valuation of payments using Custom rules

 

  1. Factoring and absence Valuation
    • Generation of /8XX wage types
    • Calculation of factors according to different client requirements
    • Prorating salaries for absences and inactive days and salary changes
    • Generation total Gross

 

  1. Concept of Iterations Before Deductions Processing
    • Updating Temporary tables
  2. Company Deductions Processing
    • Advance payments for deductions
    • Configuration of Arrears characters and Retro Characters
    • Working with DDNTK and ARRRS
    • Balances totals and Deductions
    • Limits on Deductions
    • Generation of claims for deductions (/561 and /563).
  3. Calc Of Net (/560 & /562)
  4. Retro Accounting ( /551, /552. /553)
  5. Generation of Bank data (/559, /558, /557)
  6. Carry forward net cases (/565 & /566)
  7. Generation of Cumulating Results
  8. Exporting Results

 

Personnel Calculation Rules

  • Working with Operations
  • Understanding all the Standard PCRs
  • Writing Custom rules (Min. 40) for Various Requirements

 

Payroll India specific

  1. India Payroll Infotypes
  • 0580 (Previous Employment Tax Details)
  • 0581 (Housing(HRA / CLA / COA))
  • 0582 (Exemptions)
  • 0583 (Car & Conveyance)
  • 0584 (Income From Other Sources)
  • 0585 (Section 80 Deductions)
  • 0586 (Section 80 C Deductions)
  • 0587 (Provident Fund Contribution)
  • 0588 (Other Statutory Deductions)
  • 0589 (Individual Reimbursements)
  • 0590 (Long term reimbursements)
  1. Indirect Evaluation
  2. Basic Increments
  3. Dearness Allowance
  4. Housing
  5. Car and Conveyance
  6. Long Term Reimbursements
  7. Claims
  8. Bonus
  9. Income Tax
    1. Section 80
    2. Section 89(1)
    3. Income from Other Sources
    4. Tax on Arrears
    5. Exemptions
    6. Previous Employment Tax Details
  10. Professional Tax
  11. Provident Fund
  12. Employee State Insurance
  13. Labour Welfare Fund
  14. Minimum Net Pay
  15. Recovery of Rounding off Amounts
  16. Mid Year Go Live
  17. Termination Work Bench
  18. Gratuity Calculation
  19. Superannuation
  20. Form 24
  21. Form 16

 

Payroll US Specific 

 

US Specific infotypes

  • Garnishment Order (IT 0195)
  • Garnishment Document (IT 0194)
  • Garnishment Adjustment (IT 0216)
  • IRS Limits (IT 0161)
  • Residence Tax Area (IT 0207)
  • Creating Residence Tax Area Data (IT 0207)
  • W-4 Withholding Information (IT 0210)
  • Creating Withholding Overrides (IT 0234)
  • Work Tax Area (IT 0208)
  • Withholding Overrides (IT 0234)
  • Creating an Employee’s Work Tax Area (IT 0208)
  • Other Taxes (IT 0235)
  • Creating Other Taxes (IT 0235)
  • Unemployment State (IT 0209)

Garnishments

  • Garnishments Orders
  • Garnishments Documents
  • Service Charges
  • Remittance rules
  • Disposable Net Income
  • Garnishment Deduction Wage Types
  • Exemption and non Exemption rules

 

Benefits Integration

  • Wage type for EE Contribution and ER Contribution and Provider Cost
  • Defining Pretax and Post Tax wag types
  • Health Plan Integration
  • Savings Plan Integration
  • Insurance Plan Integration
  • Flexible Spending Account Integration

Taxes

  • Tax Models (Tax Authorities , Tax Areas, Tax Types, Tax Classes , Tax Models)
  • Year-End Tax Adjustments and Workbench
  • Tax Reporter (Preparation Work , Quarterly Reports, Annual Reports)
  • BSI Tax Factory (Introduction of BSI Tax Factory, Configuration of SAP for BSI, TUBS, Tax Locator)
  • Tax Specific wage types

Third Party Remittances

  • Vendor creation
  • HR Payee
  • Wage type mapping
  • Evolution runs
  • Vendor postings
  • Automatic Bank transfer or check Print

Month end accrual

  • Defining posting periods
  • Define posting document date
  • Activating related Switch
  • Validation of ACCR

Claims Processing

  • Identifying Claims in Payroll
  • Strategy with Claims
  • Clearing Claims: Payroll-Forgiven
  • Clearing Claims: Payroll-Not-Forgiven
  • Clearing Claims: Accounts Taxes (Employee PaysSingle Check)
  • Clearing Claims: Accounts Taxes (Employee Pays by Payment Plan)

 

               OFF Cycle Workbench

Saudi Arabia Specific Payroll

  1. Country Specific Infotypes
  • Secondary: Additional Personal Info. SA 3258
  • Secondary: Additional Dependent Info. SA 3254
  • Secondary: Additional Personal IDs Info QA 3305
  • Social insurance 3252
  • Secondary: Leave Passage SA 3259
  • Labour office infotype 3310
  • Sanction Violations 3329
  • Occupational Hazard 3312
  1. GOSI Calculation
  2. Vacation Leave Provision
  3. Air ticket accrual and encashment
  4. ESOB Calculation
  5. Occupational hazard
  6. Sick leave Processing

UK Specific Payroll

  1. UK Specific Infotypes
  • 0065 Tax Data GB 
  • 0069 National Ins. GB
  • 0070 Court Orders GB
  • 0071 Pension Funds GB           
  • 0084 SSP Control GB
  • 0085 SSP1(L) Form Data GB
  • 0086 SSP/SMP/SAP/SPP Exclusions GB
  • 0088 SMP/SAP/SPP GB
  • 0572 Absence Scheme Override
  • 0442 Company Cars
  • 0570 Offshore Tax GB
  • 0571 Offshore Social Security GB
  • 0757 Tax Credit GB
  • 0874 Predetermination PAYE and NIC Adjustment
  1. Tax
  2. National Insurance
  3. Statutory absence (Sickness maternity, adoption, shared parental Leave)
  4. Court orders & Student loans
  5. RTI-FPS, EPS, EYU, EAS, PAE
  6. Forms- P45, P60, P11D

US Benefits

Benefits Introduction and processes flow

Understanding the employee life cycle events

New hire enrollment, changes to benefits enrollment,

Terminations

Plan Monitoring

Benefits infotypes

  • General Benefits Information (Infotype 0171)
  • Adjustment Reasons (Infotype 0378)
  • Health Plans (Infotype 0167)
  • Insurance Plans (Infotype 0168)
  • Savings Plans (Infotype 0169)
  • Flexible Spending Account (Infotype 0170)
  • Miscellaneous Plans (Infotype 0377)
  • Family/Related Person (Infotype 0021)
  • COBRA-Qualified Beneficiary (0211)
  • COBRA Health Plans (0212)
  • COBRA Payments (0270)
  • FSA(0170)
  • FSA Claims (0172)
  • Stock purchase plan(0379)
  • Credit Plans(0236)

Baseline Configuration for Benefits

  • Benefits Areas and Basic Settings
  • Benefit Area
  • Benefit providers
  • Plan types
  • Plan status

First and second program grouping

Defining Eligibility and Eligibility Rules

Defining Termination and Termination Rules

Managing dependent Eligibility

Adjustment Reasons

 

Health plans

  • Plain General data
  • Option for health plans
  • Define cost variants and rules
  • Managing plan attributes
  • Testing the Configuration

 Insurance plans 

  • Plan general data
  • Define coverage variants and rules
  • Define cost variants and rules
  • Managing plan attributes
  • imputed income

Saving plans

  • Plan general data
  • Employee contribution Variants and Rules
  • Manage plan attributes
  • Define vesting rules
  • Managing investments for saving plans
  • Testing the configuration

 Flexible spending Account (FSA) plans

  • Plan general data
  • Spending Account Attributes
  • Defining Claim types
  • Testing the configuration

Stock Purchase Plans

  • Define SP Plan general data
  • Employee contribution Variants
  • Employee contribution Rules
  • Employer contribution Variants
  • Employer contribution Rules
  • Managing ESPP plan attributes

Credit Plans

  • Plan general data
  • Define credit variants
  • Define credit rules
  • Managing plan attributes

Miscellaneous plans

  • Plan general data
  • Define cost variants and rules
  • Manage plan attributes
  • Testing the configuration

COBRA

  • Defining Relevance for COBRA
  • Qualifying Events Management
  • Assign COBRA events to personal Actions
  • Define processing parameters for benefits Area

Managing benefits administration

  • Enrollment Monitor
  • New Hire Elections/Enrollment
  • Employee life event changes
  • Open Enrollment Elections
  • Termination monitor
  • Managing COBRA
  • Overview of plan
  • Plan cost summary
  • Configuration consistency check
  • Overview of adjustment permissions

Third Party Remittances

  • Vendor creation
  • HR Payee
  • Wage type mapping
  • Evolution runs
  • Vendor postings
  • Automatic Bank transfer or check Print

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