employee relations & eeo. 2hr display objectives understand the changes the new sap ecc 6.0...
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Employee Relations & EEOEmployee Relations & EEO
2HR Display
ObjectivesObjectives
Understand the changes the new SAP ECC 6.0 system will bring.
Understand changes in the new processes. Understand the new BI reporting system.
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AgendaAgenda
Lesson Time
One: SAP Terminology
Two: Process Overviews
Three: Navigating Master Data
Four: All Days Paid
Five: BI Navigating and Reporting
Six: Summary
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Key TerminologyKey Terminology
Manager Self Service (MSS)
Workplace for administrators to approve absence requests for vacation and sick personal time, time entries, and personnel actions.
Employee Self Service (ESS)
Workplace for employees to view personal information, request changes, and submit absence requests for vacation and sick personal reasons to manager for approval.
Business Intelligence (BI)
Repository of SAP information for the purpose of reporting.
Salaried Employee Contracted salaried employee with a work schedule rule assigned. Example – Teacher, Principal, Office Manager
Hourly Employee w/Work Schedule
Contracted hourly employee with a work schedule rule assigned. Example – Custodian, Cafeteria Worker
‘True’ Hourly Employee
Non-contract employee with no assigned work schedule.Example – Substitute Teacher, Temporary Worker
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Key TerminologyKey Terminology
Perpetual Calendar
A continuing calendar that crosses over fiscal years without interruption and is not tied to the school calendar. Each Perpetual Calendar pay period consists of 14 calendar days/10 weekdays (starting on Mondays and ending on Sundays) and is paid on the Friday after the pay period ends.
Portal A site that functions as a point of access to information on the web. Examples of a portal include Yahoo, Google, etc. SAP will be accessed through the BRITE portal.
Adobe Interactive Form
An electronic form within SAP used to create/change Personnel Master Data. Becomes part of employee’s record. (Adobe Acrobat Reader software required.)
Employee iView Snapshot of specific pieces of employee information on the BRITE Portal.
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Key TerminologyKey Terminology
CATS Cross Application Time Sheets – enter attendance and absence transactions into SAP for either a single or multiple employees on a single screen for the entire payroll period.
KRONOS/COMPASS
External time keeping systems from which time will be imported into SAP. COMPASS is used by maintenance and transportation employees. KRONOS is used to capture time for sub teachers, voc tech staff, and some maintenance and transportation employees.
Retro or Adj. (Adjustments)
An adjustment made to an employee’s pay for a prior pay period. This term will eliminate ‘Differences from pre’ from the pay statement.
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Key Changes for Employee Relations & EEOKey Changes for Employee Relations & EEO
Implementation of revised coding of SAP HR Enterprise and Personnel Structure results in more efficient reporting of employee groupings.
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.
Link from SAP to IXOS continues to be available in new system. Improved reporting available in ESS regarding yearly employment
and salary. Online requests for employee information from internal & external
sources will be time/date stamped & processed in a central location. Employee can view employment & salary history online, and request
via online form.
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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.
Persons are assigned to
positionsPerson
Organizational Units describe the various schools/departments
that exist within SBBC
Positions are specific classifications of
work duties
Jobs are general classifications of tasks routinely
performed together
Job
Position
Org. Unit
Chiefs manage the organizational unit
Chief
Primary Objects of the Organizational StructurePrimary Objects of the Organizational Structure
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PA20: Display HR Master DataPA20: 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.
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PA20: Display HR Master DataPA20: Display HR Master DataType the employee’s personnel number and click Enter on your keyboard.
1
Click the appropriate tab to display infotypes for that functional area.
2
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PA20: Display HR Master DataPA20: Display HR Master Data
Click the selection button to the left of the infotype.
3
Select the period if appropriate or click All (not all infotypes will require period selection).
4
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.
5
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1
Object ManagerObject Manager
2
3
4
5
6
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Object ManagerObject Manager
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Key Infotypes for EEO & Employee RelationsKey Infotypes for EEO & Employee Relations
Infotype 0041 Date Specifications
Infotype 0019 Monitoring of Tasks
Infotype 0022 Education and Training
Infotype 0009 Hourly Rate per Assignment
Infotype 0014 Recurring Payments/Deductions
Infotype 0015 Additional Payments
Infotype 0007 Planned Working Time
Infotype 0008 Basic Pay
Infotype 0077 Additional Personal Data
Infotype 2001 Absences
Infotype 2002 Attendances
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Infotype 0041: Date SpecificationsInfotype 0041: Date Specifications
1 2
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Infotype 0019: Monitoring of TasksInfotype 0019: Monitoring of Tasks
1
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Infotype 0022: Education and TrainingInfotype 0022: Education and Training
1
1
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Infotype 0554: Hourly Rate per AssignmentInfotype 0554: Hourly Rate per Assignment
1
2
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Infotype 0014: Recurring Payments/DeductionsInfotype 0014: Recurring Payments/Deductions
1
2
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Infotype 0015: Additional PaymentsInfotype 0015: Additional Payments
12
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Infotype 0795: Certification and LicensingInfotype 0795: Certification and Licensing
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Infotype 0796: Duty AssignmentInfotype 0796: Duty Assignment
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Infotype 9023: Previous EmployersInfotype 9023: Previous Employers
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Infotype 0007: Planned Working TimeInfotype 0007: Planned Working Time
2
3
1
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Infotype 0077: Additional Personal DataInfotype 0077: Additional Personal Data
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Infotype 2001: AbsencesInfotype 2001: Absences
1
2
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Infotype 2002: AttendancesInfotype 2002: Attendances
1
2
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Infotype 0008: Basic PayInfotype 0008: Basic Pay
1 2
3
4
6
5
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Infotype 0008: Basic Pay Details Infotype 0008: Basic Pay Details
All Days Paid OverviewAll Days Paid Overview
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All Days Paid ConceptAll 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 equal paychecks for employees, except for first and last paychecks
Annual Contract Salary, hourly rate for additional positions, and sick leave payout will not be affected
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$0.00$3,000$3,000.00
$0.00$750$833.329/28
-$83.32$750$833.329/21
-$166.64$750$666.689/14
-$83.32$750$666.689/7
on paid dayson work daysEnded
DifferenceSalary basedSalary basedWeekUnpaid Holiday
30
29282726252423
22212019181716
1514131211109
8765432
1
SFThWTMS
SEPTEMBER 2007
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
FACTS
4 days worked in each of weeks 1 & 2
5 days worked in each of weeks 3 & 4
Work Days versus Paid DaysWork Days versus Paid Days
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Paid Days$20.377.5$152.80214$32,700
Work Days$22.247.5$166.84196$32,700
HourlyRateHrs
Daily RateDaysSalary
$32,700 Annual Salary
196 Work Days
214 Paid Days
FACTS
*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
Work Days 196Additional days between first
and last days worked* 18
Paid Days 214
Work Days versus Paid Days – Work Days versus Paid Days – Standard 196-day Calendar for 2007-08Standard 196-day Calendar for 2007-08
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What Does This Mean?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.
2008-092008-09
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August 2008August 2008
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
Est. School Start Date 8-18-08
Start/End of pay period
Employee reports to work
Employee receives check
21
5432131
30292827262524
23222120191817
16151413121110
9876543
SFTWTMS ⌂
⌂
Sample First Pay Date Information in School Year 2008-09Sample First Pay Date Information in School Year 2008-09
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Pay Statement – New Look!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”
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Pay Statement – New Look!Pay Statement – New Look!Breaks out Pre & Post Tax Deductions
Replaces“difference from pre”
Itemizes Primary and Secondary Positions
Displays amount(s) of your direct deposit(s) and direct deposit institution(s)
Leave balances will be updated every pay period
Taxes an employee pays
on life insurance premium
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Year Round Pay OptionYear 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
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Year Round Pay Option CalculationYear Round Pay Option CalculationYear Round Pay Completed Worksheet
Check Date
33681 31.93877$ 7.50 196 214 261 5.00Per# Contr Hrly Rate Wk Sch Rule Contr Days ADP Days YRP Days PP # of Days
196 / 214 = 0.91589 x 31.93877$ = 29.25233$ x 5.00 x 7.50 = 1,096.96$ Contr Days ADP Days ADP factor Contr Hrly Rate ADP Hrly Rate PP # of Days Wk Sch Rule PP Gross Amt
196 / 261 = 0.75096 x 31.93877$ 23.98467$ x 5.00 x 7.50 899.43$ 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 PaidYRP--Year Round Pay PP--Pay Period WSR--Wk Sch Rule
Williams, WillEmployee Name
8.22.08
Off-Cycle WorkbenchOff-Cycle Workbench
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PUOC_10: Off-cycle WorkbenchPUOC_10: Off-cycle Workbench
1
2
3 4
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PUOC_10: Off-cycle Workbench PUOC_10: Off-cycle Workbench Pay Statement (DRAFT) Pay Statement (DRAFT)
56
7
8
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PUOC_10: Off-cycle WorkbenchPUOC_10: Off-cycle WorkbenchPay Statement (DRAFT)Pay Statement (DRAFT)
9
10
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PUOC_10: Off-cycle Workbench
Let’s display the pay statement for Peter Smith. Using transaction PUOC_10, we’ll select his personnel number and view the statement.
SimulationSimulation
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Questions?Questions?