Time Management - 3

1
 Quota Accrual: Overview

Absence Quotas Attendance Quotas

Infotype (2006) Infotype (2007)

Manually save for one

individual employee
 With default values
 Without default values
Manually save for one
individual employee
without default values

Save for several employees

Fast entry screen with
using report RPTQTA00
default values
and based on default values

Automatic accrual
using time evaluation

2  SAP AG 1999
Absence Entitlements in Absences Infotype (2006)

n this course:
As used i
d n
f o r a n entire perio ance ed a f ter calculatio
Granted ave year) in adv Determin ompleted
le c
(such as period is

 RPTQTA00: Generates  Time evaluation RPTIME00,

absence quotas TM00, TM04, TQTA schemas

Master data and completed

Current time data
past time data

One-time entitlement accrual for

Regular percentage accrual
a subsequent entitlement period

Immediate availabiltiy Any time can be specified

after accrual for employee availability

Automatic recalculation Automatic recalculation

3  SAP AG 1999
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

4
 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 Mary Miller ….

Valid 01.01.2001 to 31.12.2001

Absence quotas
Determines
validity interval Type 10 Annual leave

Time

Determines Quota number 25.00000 Days

quota amount Deduction

Deduction from 01.01.2001

Determines Deduction to 31.03.2002 Neg. deduction to 3.00000
deduction interval

 SAP AG 1999
5
Determining Quota Type Selection Rule

Different default values apply to employees

Objective with different organizational assignment

What
employee subgroup?
Feature
QUOMO

Queries organizational assignment

Return value:
Quota type selection rule group
 20 days  24 days
leave leave Selection rule for quotas:
 2 days Which type of quotas in what amounts
additional leave are to be accrued or proposed?

 SAP AG 1999
6
 Maintaining Features (1)

Structure of the
feature determines Features: Initial Screen
which fields in the
decision tree can Feature QUOMO QUOMO
be queried Determination of quota
type selection rule group

Subobjects Queries personnel and data

Decision tree structure fields to determine
Structure
confirmation values
Persons responsible/status
Country/component assignment Administrative
Documentation data on feature

Display Change

In what country is Information on structure

feature valid? and function

 SAP AG 1999
7
Maintaining Features (2)

Decision Tree

QUOMO Determine Quota Type Selection Group Status: Active

 PERSG Employee group Decision operation
  1 Active
  PERSK Employee subgroup Decision field value
  X0 Salaried employee
20

  Otherwise Confirmation value

25

8
 SAP AG 1999
Terms: Base Entitlement and Accrual Entitlement

itlem ent n t itlement

Base Ent Accr u a l E

Total entitlement based on a Absence entitlement determined

specified period per accrual period
( = theoretical valuation basis) (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

9  SAP AG 1999
 Defining Base Entitlement

itlem ent
Base Ent
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. 001 Rule for base entitl. 001

Sequential number 002 Sequential number 003

Seniority 005 — 010 Years Seniority 011 — 015 Years

Constant 20.00000 Days Constant 24.00000 Days

Base period Base period

 Calendar year  Calendar year

10  SAP AG 1999
 Validity and Deduction Intervals

View "Validity/Deduction Interval for Absence Quotas": Overview

Absence quota type 10 Annual leave

Deduction interval
Determines Deduction from Deduction to
deduction interval Start of deduction interval Start of deduction interval
for each quota type End of deduction interval End of deduction interval

Rel. position Rel. position 3 months

No deduct. 01 End prob. No deduct.
before period after

View "Validity/Deduction Interval for Absence Quotas": Overview

Quota type sel. grp 30

Determines default
Valid from Valid to values for validity
Calendar year Calendar year period for each
Time evaluation period Time evaluation period quota type selection
.. ... rule group
Rel. position Rel. position

11  SAP AG 1999
Reduction Rules

Unpaid leave: Employee leaves in the

Part-Time Workforce: 5 out of 22 days middle of the accrual
Employment percentage = 80% in accrual period period (11 out of 22 days)

Reduced by inactive
Reduced according to days in accrual period
employment percentage < 25%: No reduction
> 25%: Percentual reduction

Accrual entitlement Accrual entitlment Accrual entitlement

multiplied by 0.8 not reduced multiplied by 0.5

12  SAP AG 1999
 Rounding Rules

Rounding Rules

Round time off specified entitlements

RoRule Name No. Lower limit Incl. Upper limit Incl. Tgt value Roll.
5.21343 5.00000
days 01
Round up to
001 0.50000 1.50000 1.00000 days
next whole no.

 SAP AG 1999
13
Generation Rules: Overview

Absence Entitlement

Define a quota type selection rule group Within

for each selection rule generation
rules
Define Generation Rules for Absence Quotas
 Selection rules

 Conditions for using rule (usability)

 Rule for base entitlement
 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

14  SAP AG 1999
 Report RPTQTA00 (Generate Absence Quotas)

Leave

Report RPTQTA00

 Directly updates or creates

records in the Absence Quotas
infotype (2006) Leave
 Creates batch input session
Add'l
 Executes test run
Leave

 SAP AG 1999
15
 Schema TQTA

Create Planned Working Time

PersNo. 00001234 Name Mary Miller
...

Schema Valid 05/01/1998 — 12/31/9999

TQTA Work Schedule Rule

Work schedule rule NORM Normal

Special schema used Time Mgmt status 7
for accrual of absence quota
Part-time employee …..

Automatic accrual of Working time

...
absence entitlements
using time evaluation

 Regular percentual accrual of

entitlement
Uses time evaluation
methods for accrual of  Set up any time for employee
absence entitlements availability
 Automatic recalculation

 SAP AG 1999
16
 Quota Compensation

Absence Entitlement

Quota
Leave Compensation

Time-Off
Entitlement

Absence Quotas
Infotype (2006)

Quota Compensation Infotype

(0416)
 SAP AG 1999
17
18