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Personnel Records Super User

Personnel Records Super User. Objectives. Understand the changes the new SAP ECC 6.0 system will bring. Understand changes in the new processes. Understand the new BI reporting system. Agenda. Key Terminology. Key Terminology. Key Terminology. Key Changes for Personnel.

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Personnel Records Super User

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  1. Personnel Records Super User

  2. Objectives • Understand the changes the new SAP ECC 6.0 system will bring. • Understand changes in the new processes. • Understand the new BI reporting system.

  3. Agenda

  4. Key Terminology

  5. Key Terminology

  6. Key Terminology

  7. Key Changes for Personnel • Implementation of revised coding of SAP HR Enterprise and Personnel Structure results in more efficient reporting of employee groupings. • Link from SAP to IXOS continues to be available in new system. • Online requests for employee information from internal & external sources will be time/date stamped & processed in a central location. • Employee requests will be initiated or completed online, such as resignation or retirement and changes in address, tax deductions, beneficiary, etc. • Create, approve and access performance evaluations through the on-line system. • Improved reporting available in ESS regarding yearly employment and salary. • Employee can view employment & salary history online, and request via online form.

  8. Organizational Unitsdescribe the various schools/departments that exist within SBBC Jobsare general classifications of tasks routinely performed together Org. Unit Chiefsmanage the organizational unit Job Chief Persons are assigned to positions Positionsare specific classifications of work duties Person Position Primary Objects of the Organizational Structure To recap, understanding the role that each object plays and the relationships between the objects is critical to being able to work within the SAP environment.

  9. HR Master Data

  10. PA20: Display HR Master Data • PA20 is the simplest way to display information on an employee. • Information is stored within various Infotypes. • IMPORTANT: If you have access to PA20 and PA30 it is critical to remember to display information only in PA20. If you use PA30 you will lock the employee record so that others cannot make changes.

  11. PA20: Display HR Master Data 1 Type the employee’s personnel number and click Enter on your keyboard. 2 Click the appropriate tab to display infotypes for that functional area.

  12. PA20: Display HR Master Data 3 Click the selection button to the left of the infotype. 4 Select the period if appropriate or click All (not all infotypes will require period selection). 5 An alternative to selecting the appropriate tab and infotype in steps 2 and 3 is to simply type the infotype number (if known) in the Infotype field.

  13. Object Manager 2 1 3 4 5 6

  14. Object Manager

  15. Key Infotypes for Personnel

  16. Infotype 0041: Date Specifications 1 2

  17. Infotype 0019: Monitoring of Tasks 1

  18. Infotype 0022: Education and Training 1 1

  19. Infotype 0554: Hourly Rate per Assignment 1 2

  20. Infotype 0014: Recurring Payments/Deductions 1 2

  21. Infotype 0015: Additional Payments 1 2

  22. Infotype 0795: Certification and Licensing

  23. Infotype 0796: Duty Assignment

  24. Infotype 9023: Previous Employers

  25. Infotype 0007: Planned Working Time 1 2 3

  26. Infotype 0077: Additional Personal Data

  27. Infotype 2001: Absences 1 2

  28. Infotype 2002: Attendances 1 2

  29. Infotype 0008: Basic Pay 6 1 2 3 4 5

  30. Infotype 0008: Basic Pay Details

  31. All Days Paid Overview

  32. All Days Paid Concept • Annual contract salary is not changing, but is being redistributed to prevent paying employees in advance • Affects only contract salaried employees • All days between first and last day of contract, excluding weekends, are considered to be “Paid Days,” including worked days, holidays, paid and unpaid days • Salary will be distributed among all “Paid Days” to provide equalpaychecks for employees, except for first and last paychecks • Annual Contract Salary, hourly rate for additional positions, and sick leave payout will not be affected

  33. Work Days versus Paid Days SEPTEMBER 2007 FACTS S M T W Th F S 20 paid days in the month 18 work days in the month Employee paid $3,000 per month $3,000/18 days = $166.67 per work day $3,000/20 days = $150 per paid day 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Week Salary based Salary based Difference Unpaid Holiday Ended on work days on paid days 4 days worked in each of weeks 1 & 2 9/7 $666.68 $750 -$83.32 9/14 $666.68 $750 -$166.64 9/21 $833.32 $750 -$83.32 9/28 $833.32 $750 $0.00 5 days worked in each of weeks 3 & 4 $3,000.00 $3,000 $0.00

  34. FACTS $32,700 Annual Salary 196 Work Days 214 Paid Days Work Days versus Paid Days – Standard 196-day Calendar for 2007-08 Work Days 196 Additional days between first 18 and last days worked* Paid Days 214 *Equals days unpaid: 9/13/07,11/23/07, 12/24/07 thru 12/28/07, 12/31/07, 1/02/08 thru 1/04/08,1/20/08, 3/21/08, 3/31/08 thru 4/04/08 Salary Days Daily Rate Hrs Hourly Rate $32,700 196 $166.84 7.5 $22.24 Work Days $32,700 214 $152.80 7.5 $20.37 Paid Days

  35. What Does This Mean? Starting 2008-09 school year, the first and last paychecks for contract salaried employees (except for those on the 240+ day calendars) will be for only the actual days worked in the payroll period. 2008-09

  36. S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 Sample First Pay Date Information in School Year 2008-09 August 2008 ⌂ Est. School Start Date 8-18-08 Start/End of pay period Employee reports to work Employee receives check ⌂ • Pay period begins on August 4 and ends on August 17 • The 196-day employee starts work on August 11 (estimated) • The employee is paid on August 22 for five days and September 5 for ten days

  37. Pay Statement – New Look! Detail on the pay statement will include: • Absence type and hours taken in the pay period shown as part of the Earnings Summary • Incentives paid shown as separate line items • Position numbers and corresponding hourly rates • Under the Leave Summary show: Earned, Fiscal YTD Used and Balance • Leave balances to be updated by pay period, in fractions (i.e., for Sick Leave, half day accruals based on your work schedule) Eliminated from the pay statement: • “Difference from Pre” – instead provide a “Retro” or “Adj.” column for each type of pay (primary, secondary, supplements…) • “EQ Adjustments”

  38. Pay Statement – New Look! Breaks out Pre & Post Tax Deductions Replaces “difference from pre” Itemizes Primaryand Secondary Positions Leave balances will be updated every pay period Displays amount(s) of your direct deposit(s) and direct deposit institution(s) Taxes an employee pays on life insurancepremium

  39. Year Round Pay Option • Year Round Pay (YRP) Option  pre-tax calculation • Per IRS regulations (IRS Code Section 409A): • YRP selection is optional and must be made Annually prior to the first day of the contract calendar • No changes can be made during the year; YRP option cannot be cancelled mid-year • Early payouts will occur only for retirement, early termination, and Board approved leave; no hardship payouts are allowed • Amount is system-calculated • Biweekly pays are calculated on gross Base Salary only • Payments for Supplements, additional hours or positions and Longevity payout are not included in the calculation for the Year Round Pay Option summer checks • Amounts are fixed for the duration of the year • Health insurances, voluntary insurances (cancer, life, pre-paid legal, etc.), union dues, United Way, and other similar deductions will not be deducted from Year Round Pay Option summer checks • Taxes, garnishments, and TSAs will be deducted from Year Round Pay Option summer checks

  40. Check Date 8.22.08 33681 Williams, Will $ 31.93877 7.50 196 214 261 5.00 Per# Employee Name Contr Hrly Rate Wk Sch Rule Contr Days ADP Days YRP Days PP # of Days 0.91589 $ 29.25233 $ 1,096.96 196 / 214 = x $ 31.93877 = x 5.00 x 7.50 = Contr Days ADP Days ADP factor Contr Hrly Rate ADP Hrly Rate PP # of Days Wk Sch Rule PP Gross Amt 0.75096 $ 23.98467 $ 899.43 196 / 261 = x $ 31.93877 x 5.00 x 7.50 Contr Days YRP Days YRP Factor x Contr Hrly Rate YRP Hrly Rate PP # of Days Wk Sch Rule PP Gross Amt YRP Deduction $ 197.54 ADP--All Days Paid YRP--Year Round Pay PP--Pay Period WSR--Wk Sch Rule Year Round Pay Option Calculation Year Round Pay Completed Worksheet

  41. Reporting

  42. PUOC_10: Off-cycle Workbench 1 2 4 3

  43. PUOC_10: Off-cycle Workbench Pay Statement (DRAFT) 5 6 7 8

  44. PUOC_10: Off-cycle WorkbenchPay Statement (DRAFT) 9 10

  45. Questions?

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