Time Management - 3

Quota Accrual: Overview

Absence Quotas Infotype (2006) Manually save for one individual employee
With default values Without default values

Attendance Quotas Infotype (2007)

Manually save for one individual employee without default values

Save for several employees using report RPTQTA00 and based on default values

Fast entry screen with default values

Automatic accrual using time evaluation

SAP AG 1999

Absence Entitlements in Absences Infotype (2006)

course: is h t n i d e As us

d ntire perio ance e n a r fo Granted ave year) in adv le (such as

RPTQTA00: Generates

n calculatio r e t f a d e Determin ompleted c period is

Time evaluation RPTIME00,

absence quotas

TM00, TM04, TQTA schemas

Master data and completed past time data One-time entitlement accrual for a subsequent entitlement period Immediate availabiltiy after accrual Automatic recalculation
SAP AG 1999

Current time data

Regular percentage accrual Any time can be specified for employee availability Automatic recalculation

Calculating Absence Quota Entitlements

Personnel Time Management Time Data Recording and Administration Managing Time Accounts Using Attendance/ Absence Quotas ... Calculating Absence Entitlements Automatic Accrual of Abence Quotas Rules for Generating Absence Quotas Setting Up Methods for Quota Accrual

SAP AG 1999

Granting Absence Entitlements: Default Values

Default Values
Saving time-off entitlements: Manually using default values Using report RPTQTA00 Create Absence Quotas
00001234 Valid Mary Miller 01.01.2001 to
.

31.12.2001

Determines validity interval Determines quota amount Determines deduction interval

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Absence quotas Type Time Quota number Deduction Deduction from Deduction to 01.01.2001 31.03.2002 Neg. deduction to 3.00000 25.00000 Days 10 Annual leave

SAP AG 1999

Determining Quota Type Selection Rule

Objective

Different default values apply to employees with different organizational assignment

What employee subgroup?

Feature QUOMO
Queries organizational assignment Return value: Quota type selection rule group Selection rule for quotas:
Which type of quotas in what amounts are to be accrued or proposed?

20 days

24 days

leave
2 days

leave

additional leave

SAP AG 1999
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Maintaining Features (1)

Structure of the feature determines which fields in the decision tree can be queried

Features: Initial Screen

Feature QUOMO QUOMO Determination of quota type selection rule group

Subobjects Decision tree Structure Persons responsible/status Country/component assignment Documentation Display

Queries personnel and data structure fields to determine confirmation values Administrative data on feature
Change

In what country is feature valid?

SAP AG 1999
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Information on structure and function

Maintaining Features (2)

Decision Tree

QUOMO Determine Quota Type Selection Group PERSG Employee group 1 Active PERSK Employee subgroup X0 Salaried employee 20 Otherwise 25

Status: Active Decision operation Decision field value

Confirmation value

SAP AG 1999

Terms: Base Entitlement and Accrual Entitlement

ment e l t i t n E e B as
Total entitlement based on a specified period ( = theoretical valuation basis)

itlement t n E l a u r Acc
Absence entitlement determined per accrual period (used to determine base entitlement)

Accrual period = 1 year

Accrual entitlement = 24 days

Accrual period = 1 month

Accrual entitlement = 2 days

Base period = 1 year/Base entitlement = 24 days

SAP AG 1999

Defining Base Entitlement

ment e l t i t n E e B as
Entire entitlement based on specified period (such as calendar year)

Absence Absence quota quota type type 10 10 = = Annual Annual leave leave

Rule for base entitl. Sequential number Seniority Constant Base period
Calendar year

001 002

Rule for base entitl. Sequential number Seniority Constant Base period
Calendar year

001 003

005

010 Years

011

015 Years

20.00000 Days

24.00000 Days

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SAP AG 1999

Validity and Deduction Intervals

View "Validity/Deduction Interval for Absence Quotas": Overview Absence quota type Deduction interval 10 Annual leave

Determines deduction interval for each quota type

Deduction from Start of deduction interval End of deduction interval Rel. position No deduct. before 01 End prob. period

Deduction to Start of deduction interval End of deduction interval Rel. position No deduct. after 3 months

View "Validity/Deduction Interval for Absence Quotas": Overview Quota type sel. grp Valid from Calendar year Time evaluation period .. Rel. position
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30 Valid to Calendar year Time evaluation period ... Rel. position

Determines default values for validity period for each quota type selection rule group

SAP AG 1999

Reduction Rules

Part-Time Workforce: Employment percentage = 80%

Unpaid leave: 5 out of 22 days in accrual period

Employee leaves in the middle of the accrual period (11 out of 22 days)

Reduced according to employment percentage

Reduced by inactive days in accrual period < 25%: No reduction > 25%: Percentual reduction

Accrual entitlement multiplied by 0.8

SAP AG 1999

Accrual entitlment not reduced

Accrual entitlement multiplied by 0.5

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Rounding Rules

Rounding Rules
Round time off specified entitlements

5.21343 days

RoRule 01

Name

No.

Lower limit 0.50000

Incl.

Upper limit 1.50000

Incl. Tgt value Roll. 1.00000

Round up to 001 next whole no.

5.00000 days

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SAP AG 1999

Generation Rules: Overview

Absence Entitlement Define a quota type selection rule group for each selection rule
Define Generation Rules for Absence Quotas Selection rules Conditions for using rule (usability) Rule for base entitlement Within generation rules

Calculates entitlement based on base period Rule for accrual entitlement Calculates accrual entitlement (entitlement per accrual period) based on base rule Further processing of calculated accrual entitlement Reduction using reduction rule Rounding off using rounding rule Further processing of calculated total entitlement Reduction using reduction rule Capping
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SAP AG 1999

Report RPTQTA00 (Generate Absence Quotas)

Leave

Report RPTQTA00
Directly updates or creates

records in the Absence Quotas infotype (2006)

Creates batch input session Executes test run

Leave Add'l Leave

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SAP AG 1999

Schema TQTA

Create Planned Working Time

PersNo. ... Valid 00001234 05/01/1998 Name Mary Miller

Schema TQTA
Special schema used for accrual of absence quota

12/31/9999

Work Schedule Rule Work schedule rule Time Mgmt status Part-time employee NORM 7 .. Normal

Automatic accrual of absence entitlements using time evaluation Uses time evaluation methods for accrual of absence entitlements

Working time ...

Regular percentual accrual of

entitlement
Set up any time for employee

availability
Automatic recalculation

SAP AG 1999
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Quota Compensation

Absence Entitlement

Leave

Quota Compensation

Time-Off Entitlement

Absence Quotas Infotype (2006) Quota Compensation Infotype (0416)

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SAP AG 1999

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