Product SAP ERP G.B.I. Release 6.07 Level Beginner Focus HCM Payroll Authors Tim Böttcher Chris Bernhardt Version 2.40 Last Update April 2015
MOTIVATION This case study represents an introduction to human resource related organizational management and personnel administration in a human resource management system on the basis of the HCM (Human Capital Management) module of an SAP ERP G.B.I. 6.0 system. In the HCM curriculum processes for recruitment and further education of employees were explained in detail. Furthermore important infotypes for hiring an employee are shown. In this case study you will learn about new infotypes in order to create a payroll.
PREREQUISITES Before you use this case study, you should be familiar with navigation in the SAP system In order to successfully work through this case study, there are no special requirements. However, it is recommended to have completed the HCM case study and the related exercises. NOTES This case study uses the Global Bike Inc. (G.B.I.) data set, which has been created exclusively for SAP UA global curricula
Payroll (HCM II) Case Study This case study explains a payroll process to show the connection between hiring an employee and create a payroll.
Learning Objective Understand and perform a Human Resource process. Time 45 Min.
Scenario In order to create a payroll for an employee, you will adept into the role of the recruiting manager and the payment officer. You will be active in the field Human Capital Management (HCM) and Financials (FI).
Employees involved Marco Romero (Recruiting Officer) August Faust (Payment Officer)
Before starting the payroll process a new position (Marketing Manager) has to be created. After that a new employee can be hired, who will take the position of the marketing manager. It is shown which infotypes have influence in the following payroll.
This includes:
• infotypes for working hours
• create the base income
• create bank details
• infotypes for capital formation
• details for taxes and social insurance
• details for workers compensation association The following chart presents the complete process (4Tasks).
Task Create a new position within the organizational structure. Time 10 Min.
Short Description Use the SAP Easy Access Menu to create a position for the marketing department.
Name (Position) Marco Romero (Recruiting Officer)
Positions are occupied by employees. If a position is not occupied, it is vacant. Positions are assigned to organizational units. Example: position administrator of accounts payable accounting.
Positions
To create a position, follow the menu path: Human Resources ► Organizational Management ► Organizational Plan ► Organization and Staffing ► Change
Menu path
Change the previewed periods to be able to create positions which are valid for the past. Therefore, please click and enter 1st of the current month as start date. Also enter one year in the future as Preview period.
1st current month One year
The positions should be created in the department ### Marketing, ### being replaced by your group/computer number. Therefore, please go to the window Find by on the left side of the screen. There, click on Organizational unit and search term, enter the search term ### Marketing in the name entry field and press . The search result should be displayed in the Hit list window on the left side of the screen.
### Marketing
Please choose your organizational unit via double-clicking so that it appears on the right side of the screen. Highlight your organizational unit and click on in the context menu. In the upcoming screen Choose Relationship, please choose Incorporates
A new position was created underneath your ### Marketing department. On the bottom of the screen, the details for the new position are displayed. There, please enter the abbreviation ### MM for the position and ### Marketing Manager as the name. Please activate the check box Head of own organizational unit.
### MM
### Marketing Manager Head of unit
Enter 1st of the current month as Valid from. If this field should be
grayed out, please click on Display key date. The functionality should be available then.
1st of current month
Press enter to update the entered information. The organizational structure should now look as follows.
Please save your data with .
Click in order to return to the SAP Easy Access Menu.
Short Description Use the SAP Easy Access Menu to create a bank, which is used as house bank for the new employee later.
Name (Position) August Faust (Payment Officer)
To create a bank, follow the menu path:: Accounting ► Financial Accounting► Banks ► Master Data ► Bank Master Record ► Create
Menu path
Choose DE for Germany as Bank Country. As Bank Key enter 12030### (Replace ### by your group/computer number). This Key represents the Bank identifier code of the new bank. Confirm your entries by pressing enter.
DE
12030###
You can now enter detailed Data for the new bank by filling all needed fields.
Hint: The Bank identifier Code for this case study is based on the code for the „Deutsche Kreditbank AG“. If you want to choose realistic values you can enter the following data:
The Bank name is Deutsche Kreditbank AG. As Region enter 11 and Taubenstraße 7-9 in Berlin as address. As SWIFT/BIC enter BYLADEM1001.
Short Description Use the SAP Easy Access Menu to hire a new employee as the ### Markteing Manager.
Name (Position) Marco Romero (Recruiting Officer)
Hint: The process for hiring an employee is shortened in this case study because of the focus being on the used infotypes for the payroll process. If you are not familiar with the hiring process it is recommended that you take a look on the Human Capital Management I case study.
To hire an employee follow the menu path: Human Resources ► Personnel Management ► Administration ► HR Master Data ► Personnel Actions
Menu path
Choose the Personnel Action Hiring and click on (F8).
The action shall start at the 1st of the current month. In the section Organizational assignment use the F4-help to find for the position your ### Marketing Manager.
As Personnel area enter Hamburg (HH00) and the Employee group is active (1). Because the new employee is head of his department he will join the Employee subgroup executive employee (DS).
A personnel Number is automatically assigned by the system.
HH00
1 DS
To get to the next info type save your entries by clicking on .
You can freely choose the First name, gender and the accurate Title of your new employee. To successfully finish this case study it is necessary to choose a Last name starting with “M”. As Birthdate enter 03/26/1983 and choose the Nationality German
To get to the next info type save your entries by clicking on .
In the following info type the working time can be determined. The employee has a full-time job so nothing needs to be changed here.
To get to the next info type save your entries by clicking on .
In the following info type the Basic pay for our employee is set. In se section Pay scale, choose Festgehälter (90) (fixed salary) as Type, Hamburg (07) as Area and the Group 001 with Level 01. After accepting your entries with enter you can see a amount for the payment of 3,500 Euro.
To get to the next info type save your entries by clicking on .
In the following info type the bank account for payment is created. Choose as Bank Key 12030### () and enter an eight digit number as Bank Account. Choose Salary as purpose.
To get to the next info type save your entries by clicking on .
Besides the normal salary it is also possible to pay an employee benefits for capital accumulation. It can be determined the amount which is paid by the employee and the amount paid by the employer.
Enter 26 EUR as Amount. With the F4-help choose Building Soc. Saving as Asset Type.
Choose with the F4-help the Badenia Bausparkasse GmbH as Payee. Confirm with enter to fill in the other entries automatically. As you can see has the purpose been created out of your personnel number and the Last name of the employee.
To get to the next info type save your entries by clicking on .
In the following info type the relevant fiscal data is maintained. Enter 12345678995 as Ident. No.. As Municipal- enter 01002000 and for Tax Office 2119. The Tax class of your employee is 1 and he doesn’t have to pay Church Tax (00). In the section Further Data choose Schleswig Holstein as Church Tax Area.
To get to the next info type save your entries by clicking on .
The Health Ins. Fund of your Employee ist he Barmer Ersatzkasse. There is No requirement to submit the SI Statement. The Pens.Ins.Number depends on whether your employee is female or male.
If your Employee is a woman enter 26260383M506 otherwise enter 26260383M006.
In the info type Create DEUEV choose with the F4-help the Current Position Führungskräfte – Werbung & Marketing / Marketing Leiter/in (92194/005). Your new employee finished school with an Abitur (4). As Vocational Train choose Master Craftsman/Technician (3). As ContractForm enter Full-Time – Permanent (1).
92194/005
Abitur-/Fachabitur
Master Craftsman
Full-Time
To get to the next info type save your entries by clicking on .
In the following info type can stay unchanged. Proceed to the next info type by clicking on
The info type Create Monitoring of Tasks can also stay unchanged. The Expiry of probation time is already filled. Proceed by clicking on .
The info type Create Absence Quotas can also stay unchanged. Proceed by clicking on .
Choose as Workers Compensation Association the MIS administration (31) via F4-help. Enter as Hazard Pay Area (HP) Office personnel (01).
Short Description Use the SAP Easy Access Menu to simulate a payroll for your recently hired Marketing Manager.
Name (Position) August Faust (Payment Officer)
In this case study, you only simulate a payroll to ensure the consistency of the system state. You will get the complete remuneration statement for your employee.
To simulate the payroll, follow the menu path: Human Resources ► Payroll ► Europe ► Germany ► Payroll ► Simulation
Menu path
In the section Payroll period, choose with the F4-help menu the Payroll area D2. Change the current choice to Other period and choose the following month as period for the payroll.
D2
Other period Following month
In the section Selection enter the Personnel Number of your Marketing Manager and choose D2 as Payroll area again.
Personnel number
D2
Hint: If you have forgotten the personnel number of your employee, you can find it via the F4-help. Search for Last and First name and choose the result with a double-click.
As Layout for Remun.Statement choose via the F4-help SAP & CALC.
Hint: As you can see is the Total Gross Amount the same amount as your salary plus the payment for capital formation. Furthermore you see a list of the usual deductions according to German law for calculating the Statutory Net Pay. These are deductions like income taxes as well as payments for social insurance.
Click in order to return to the SAP Easy Access Menu.
