sap-hr-payroll config step by step.pdf

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Page 1: SAP-HR-PAYROLL Config Step By Step.pdf

8/20/2019 SAP-HR-PAYROLL Config Step By Step.pdf

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Page 2: SAP-HR-PAYROLL Config Step By Step.pdf

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 Payroll

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CREATE PAYROLL AREA

  IMG 

  Personnel Management   Personnel Administration 

  Organizational Data 

  Organizational Assignment 

  Create Payroll Area 

  The following screen comes 

  New entries

  Fill the details as below 

  Save

Page 3: SAP-HR-PAYROLL Config Step By Step.pdf

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CHECK DEFAULT PAYROLL AREA

  IMG 

  Personnel Management 

  Personnel Administration 

  Organizational Data 

  Organizational Assignment 

  Check Default Payroll Area 

  The following screen comes 

  Highlight TCLAS and click on create icon

  The following screen comes

  Check against A

  Click on Copy icon

  The following screen comes

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 Payroll

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  Highlight ‘ A Master Data and Time Data’ and click on create icon

  The following box comes

  Check Field for decision operation and click on Continue icon

  The following screen comes

  Highlight Company Code and click on Transfer icon

  The following screen comes

Page 5: SAP-HR-PAYROLL Config Step By Step.pdf

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  Highlight Company Code and click on create icon

  The following screen comes

  Check against our Company code and click on Copy icon

  The following screen comes

Page 6: SAP-HR-PAYROLL Config Step By Step.pdf

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  Highlight SIL and click on Create icon

  The following screen comes

  Check Return value and click on Continue icon

  The following screen comes

  Type SI in the blank field and click on Transfer icon

  The following screen comes

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  Highlight Otherwise and click on create icon

  The following screen comes

  Check against Return value and click on Continue icon

  Just click on Transfer icon without entering anything

  The following screen comes

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  Click on check icon

  “Decision tree is error free” message comes

  Click on Activate icon

  Feature was generated message comes

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 Payroll

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CREATE CONTROL RECORD

  IMG 

  Payroll

  Payroll India  Basic Settings

  Payroll Organization

  Check Payroll Accounting area

  Create Control Record

  The following screen comes

  Type SI in the blank field

  Click on Create icon

  The following screen comes

Page 10: SAP-HR-PAYROLL Config Step By Step.pdf

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 Payroll

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  Give ‘Payroll period’ and ‘Earliest retro accounting period’ as below

  Save

Page 11: SAP-HR-PAYROLL Config Step By Step.pdf

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Note:

  Payroll Period starts from April to March.

  If we want to run the pay roll period of April 2011, we have to give Payroll

period as 01 2011, May’11 means 02 2011 etc., 

  It will go back to the following screen with “Record Created” message 

  Click on Change icon

  The following screen comes

  Click on Released f. Payroll icon

  The following screen comes

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  Save

  Again it will go back to the main screen

  Again click on Change icon

  The following screen comes

  Click on Rel.f. Correction icon

  The following screen comes

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 Payroll

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  Save

Page 14: SAP-HR-PAYROLL Config Step By Step.pdf

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 Payroll

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DEFINE PERIOD PARAMETERS

  IMG 

  Payroll   Payroll India 

  Basic Settings 

  Payroll Organization 

  Define Period Parameters 

  The following Screen comes

  New Entries

  Type as below

  Save

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 Payroll

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DATE MODIFIER

  IMG 

  Payroll   Payroll India 

  Basic Settings 

  Payroll Organization 

  Define Date Modifier  

  The following screen comes

   Always select 00

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 Payroll

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PAYROLL ACCOUNTING AREA

  IMG 

  Payroll   Payroll India 

  Basic Settings 

  Payroll Organization 

  Check Payroll Accounting Area 

  Check Payroll Areas 

  The following Screen comes 

  Select the Payroll area created by us

  Select period modifier and date modifier through match codes against

our Payroll area

  Save

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 Payroll

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GENERATE PAYROLL PERIODS

  IMG 

  Payroll

  Payroll India   Basic Settings 

  Payroll Organization

  Generate Payroll periods 

  Generate Payroll Periods 

  The following screen comes 

Note

Enter the start date of the first period to be generated. If your payroll periods

are monthly, the date you enter is normally the first of the month. If your

payroll periods are weekly, you can enter a different date.

  Check against carry out table change like below

Note:

  Start Date means from which date the salary should be paid

  Final year means in which year the salary is being paid

  Payday rule means on which date the salary should be given

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Salary date Payday rule No.of days

25th  1 24

Last Working day 2 0

1st  3 1

Other than the above three days 4 From 2 to 28

  Click on Execute icon

  The following screen comes

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GENERATE CALENDAR FOR CUMULATIONS

  IMG 

  Payroll   Payroll India

  Basic Settings

  Payroll Organization

  Generate Calendar for Cumulations

  The following screen comes

  Fill the details as below 

  Click on execute icon

  The following screen comes

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 Payroll

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DEFINE EE SUB GROUP GROUPING FOR PCR & COLL.AGRM

PROV.

  IMG 

  Personnel Management 

  Personnel Administration 

  Payroll Data 

  Basic Pay 

  Define EE Sub-group grouping for PCR & Coll.Agrm Prov. 

  The following Screen comes 

  Click on continue icon

  The following screen comes

  Type 3 under ESG for PCR and ESC for CAP against our Employee

groups like below

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 Payroll

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  Save

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 Payroll

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PAYSCALE TYPE

  IMG 

  Personnel Management   Personnel Administration 

  Payroll data 

  Basic Pay 

  Check Pay scale type 

  New Entries

  The following screen comes

  New entries

  Fill the details as below

  Save

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PAYSCALE AREA

  IMG 

  Personnel Management   Personnel Administration 

  Payroll data 

  Basic Pay 

  Check Payscale area 

  The following screen comes 

  New entries

  Fill the details as below 

  Save

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 ASSIGNMENT OF PAYSCALE STRUCTURE TO ENTERPRISE

STRUCTURE

  IMG 

  Personnel Management 

  Personnel Administration 

  Payroll data 

  Basic Pay 

  Check Assignment of Pay Scale structure to Enterprise Structure 

  The following screen comes 

  Type 50 under PS Area  and Pay scale type  against our Personnel

 Areas

  Save

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DETERMINE DEFAULT FOR PAY SCALE DATA

  IMG   Personnel Management 

  Personnel Administration 

  Payroll Data 

  Basic Pay 

  Determine default for pay scale data 

  The following screen comes

  Highlight Country Grouping and click on create icon

  The following screen comes

  Check against India

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  Click on COPY icon 

  The following screen comes 

  Highlight India and click create icon

  The following screen comes

  Check against Field for decision operation and click on Continue icon

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  Highlight Company code

  Click on Transfer icon  The following screen comes

  Highlight company code and click on create icon

  The following screen comes

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  Check against our company code and click on copy icon

  The following screen comes

  Highlight SIL and click on create icon

  The following screen comes

  Check against Return value and click on continue icon

  The following screen comes

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  Enter 50/50 in the blank field and click on Transfer icon

  The following screen comes

  Highlight otherwise and click on create icon

  The following screen comes

  Check against Return value and click on continue icon

  The following screen comes

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  Just click Transfer icon without entering anything

  The following screen comes

  Click on Check icon

  “Decision Tree is Error Free” message comes 

  Click on “ Activate” icon 

  “Feature was generated” message comes

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SET UP PAYROLL PERIOD FOR COLLECTIVE AGREEMENT

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic pay 

  Setup Payroll period for Collective Agreement Prov. 

  Pay Scale <> Period Parameters Assign” 

  The following screen comes 

  New entries

  The following Screen comes

  Fill as below

  Save

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 Payroll

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DEFINE HOURLY RATES

  IMG 

  Personnel Management 

  Personnel Administration   Payroll Data 

  Basic Pay 

  Define Hourly Rates with several decimal places 

  “Check & Change view Assign Payscale > Currency” 

  The following screen comes 

  New entries

  The following screen comes

  Fill as below

  Save

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 Payroll

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SPECIFY WORKING HOURS

  IMG 

  Personnel Management 

  Personnel Administration 

  Payroll Data 

  Basic Pay 

  Specify Working hours fixed by Collective Agreement 

  The following screen comes 

  New entries

  Fill as below

  Save

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CREATE WAGE TYPE CATALOGUE

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic Pay 

  Wage types 

  Create Wage type catalogue 

  The following screen comes 

  Check against Copy icon

  Click on Continue icon

  The following screen comes

  Remove tick against the Test run

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  Highlight MB10 icon

  Click on “Copy wage type 1” icon

  The following screen comes

  Fill the fields as below

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  Click on Continue icon

  The following screen comes

  Highlight M230

  Click on “Copy wage type 1” icon 

  Fill the details as below

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  Click on Continue icon

  The following screen comes

  In the same way Highlight M220, M200, M211 and given the wages

types as 6020, 6030

  Highlight all our wage types

  Click on COPY icon

  The following screen comes

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PF WAGE TYPE

  Select /3F1 and /3F2 through Match code (as below)

  Press enter

  Highlight /3F1 and click on Copy Wage Type 1 icon

  The following screen comes

  Fill as below

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  Click on Continue icon

  Follow the same procedure to create 4010 wage type

  The screen will appear as below

  Highlight our fields and click on copy icon

  The following screen comes

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 Payroll

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  Go back to the main menu

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CHECK WAGE TYPE TEXT

  IMG 

  Personnel Management 

  Personnel Administration   Payroll Data 

  Basic Pay 

  Wage types 

  Check wage type catalogue 

  Check wage type text 

  The following screen comes

  Highlight our fields

  Change the date from 01.01.1998 to 20.05.1999 like below

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  Save

  Highlight our fields

  Click on Expand <> Collapse icon

  The following screen comes

   Again highlight all our fields (Don’t highlight blank fields) like below 

  Click on delete icon

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 Payroll

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  The following screen comes

  Save

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CHECK ENTRY PERMISSIBILITY PER INFOTYPE

  IMG   Personnel Management 

  Personnel Administration 

  Payroll Data 

  Basic Pay 

  Wage types 

  Check wage type catalogue 

  Check Entry permissibility per infotype   The following screen comes

  Follow the above procedure (Changing date, Inserting blank rows etc.,)

  Save 

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EMPLOYEE SUB GROUP FOR PRIMARY WAGE TYPE

  IMG 

  Personnel Management   Personnel Administration 

  Payroll data 

  Basic Pay 

  Wage types 

  Employee sub-group for Primary Wage Type 

  The following screen comes

  Click on continue icon

  The following screen comes

  Type 5 against our all our employee groups under ES Grouping (like

below)

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 Payroll

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  Save

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PERSONNEL SUB AREA FOR PRIMARY WAGE TYPE

  IMG   Personnel Management 

  Personnel Administration 

  Payroll Data 

  Basic Pay 

  Wage Types 

  Personnel Sub-area for Primary Wage Type 

  The following screen comes

  Type 5 against our Personnel Areas under PS Grouping

  Save

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WAGE TYPE CHARACTERISTICS

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic Pay 

  Wage types 

  Check Wage Type Catalogue 

  Check Wage Type Characteristics 

  The following screen comes

  Follow the above procedure (Changing date, Inserting blank rows etc.,)

  Save 

  Highlight all our fields

  Click on details icon

  The following screen comes

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  Save

  Click on Next Entry icon

  The following screen comes

  Type SUMME against Indirect eval. Module and B against Module

variant field (like below)

  Save

  Click on next entry icon

  Follow the same procedure for remaining wage types 6020, 6030,

6040)

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  The screens will appear as below

  Save

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WAGE TYPE PERMISSIBILITY FOR EACH PS AND ESG

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic Pay 

  Wage types 

  Check Wage Type Catalogue 

  Define Wage type permissibility for each PS & GSG 

  The following screen comes

  Highlight all our fields

  Click on details icon

  The following screen comes

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  Type 1 in all the empty fields (like below)

  Save

  Click on next entry

  Repeat the same for remaining wage types

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VALUATION OF BASE WAGE TYPES

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic pay 

  Wage types 

  Define valuation of Base Wage types 

  The following screen comes 

  New entries

  The following screen comes

  Fill the fields as bellow

  Save

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REVISE DEFAULT WAGE TYPES

  IMG 

  Personnel Management 

  Personnel Administration 

  Payroll Data 

  Basic Pay 

  Wage Types 

  Revise Default Wage Types 

  The following screen comes

  New entries

  Save

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ENTERPRISE STRUCTURE FOR WAGE TYPE MODEL

  IMG 

  Personnel Management   Personnel Administration 

  Payroll data 

  Basic pay 

  Wage types 

  Enterprise Structure for wage type model 

  The following screen comes 

  Select India and click create icon

  The following screen comes

  Check against Field for decision operation and click on continue

  The following screen comes

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  Highlight Company code and click transfer icon

  The following screen comes

  Highlight company code and click create icon

  The following screen comes

  Check against our Company code and click copy icon  The following screen comes

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  Click on SIL and click on create icon

  The following screen comes

  Check against Return value and click continue icon

  The following screen comes

  Type 40/SIL and click on transfer icon

  The following screen comes 

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  Click on otherwise and click on create icon

  The following screen comes

  Check against return value and click continue icon

  The following screen comes

  Just click transfer without entering anything

  Click on check icon

  “Decision Tree is error free” message comes 

  Click on activate

  “Feature was generated” message comes 

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REVISE PAYSCALE GROUP AND LEVELS

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic pay 

  Revise Pay scale group and levels 

  The following screen comes 

  Fill the details as below

  Click on continue icon

  The following screen comes

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  New entries

  The following screen comes

  Fill the details as below

  Save

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DEFINE PAYSCALE RANGE

  IMG 

  Personnel Management   Personnel Administration 

  Payroll Data 

  Basic Pay 

  Define Payscale range 

  The following scen comes 

  New entries

  The following screen comes

  Fill the details as below 

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  Save

  Click on Next Entry and repeat the same for remaining PS groups

(NG8 to E0)

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PAYSCALE GROUPINGS FOR ALLOWANCE

  IMG 

  Payroll   Payroll India 

  Payscale Groupings 

  Define Payscale groupings for Allowances 

The following screen comes 

New entries

The following screen comes

..

  Fill the details as below 

  SAVE

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 ASSIGN PAYSCALE GROUPINGS FOR ALLOWANCES

  IMG 

  Payroll   Payroll India 

  Payscale Groupings 

  Assign Pay Scale Groupings for Allowances 

The following screen comes 

New Entries

The following screen comes

  Fill the details as below

  Save

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 ASSIGN BASIC WAGES TO GROUPING FOR ALLOWANCES

  IMG   Payroll 

  Payroll India 

  Basic Salary for India 

   Assign Basic Wage type to Grouping for Allowances 

  The following screen comes

  New entries

  Fill the details as below

  Save

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 ASSIGN WAGE TYPE MODEL FOR PAYSCALE GROUPINGS

  IMG 

  Payroll  Payroll India 

  Reimbursements, Allowances & Perks 

   Assign Wage type model for Pay scale grpg for allowances 

  The following screen comes 

New entries

Fill the details as below

  Save

Page 68: SAP-HR-PAYROLL Config Step By Step.pdf

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MAINTAIN DEFAULT WAGETYPES FOR BASIC PAY

  IMG 

  Payroll 

  Payroll India 

  Reimbursement Allowances and Perks 

  Maintain Default Wage types for Basic Pay 

  The following screen comes 

  New entries

  The following screen comes

  Fill the details as below

  Save

Page 69: SAP-HR-PAYROLL Config Step By Step.pdf

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 Payroll

CALCULATE ELIGIBILITY FOR RAPs

  IMG 

  Payroll 

  Payroll India 

  Reimbursement Allowances and Perks 

  Calculate Eligibility for RAPs 

  The following screen comes

  Select the following through match code

  Click on Continue icon

  The following screen comes