Management Global Employees (SAP 4.7)K. Nguyen TuMar 2006Quick ReferencesK. Nguyen-Tu -- http://www.saphelpbykevin.com 2Management Global Employees FrameworkManagement of Global Employees&Payroll for Global EmployeesConcurrent Employment ModelInfotype Frame Work / Logical DatabaseIntroduction of PNPCE DatabaseTechnicalConceptualApplicationK. Nguyen-Tu -- http://www.saphelpbykevin.com 3Management Global Employees Infotypes 0702 Documents 0703 Documents on Dependants 0704 Information on Dependants 0705 Information on Checklists 0706 Compensation Package Offer 0707 Activation Information 0708 Details on Global Commuting 0710 Details on Global Assignment 0715 Status of Global AssignmentK. Nguyen-Tu -- http://www.saphelpbykevin.com 4Scenario: Global Assignment (Non-Concurrent Employment) The process consist of three stages Planning Global Assignment Stage Activation of Host Assignment Stage Run two action types. One to activate host assignment, the second to inactivate home assignment via standard change of position action. To assist with the two actions execution, in the action configuration, check the last column will allow you to execute two actions at the same time. Activation of Home Assignment Stage, upon completion of host assignment Run two action types. One to active home assignment, the second to inactivate / widthdrawn host assignment. K. Nguyen-Tu -- http://www.saphelpbykevin.com 5Scenario: Global Assignment (Non-Concurrent Employment) Contd John Doe is an employee of XYZ company. He is based out of the Singapore office. The US office has a need for John Doe skill and have asked him to accept the a global assignment to the US. K. Nguyen-Tu -- http://www.saphelpbykevin.com 6Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning Stage Planning Global Assignment Execute Action: Planning Global Assignment IT0000 Employment Status = Withdrawn IT0715 Global Assignment = Planning During the execution of the Planning Global Assignment action, John Doe will receive a new PERNR and this record status will be set to withdrawn. This action will create global assignment related infotypes 0702 Documents 0703 Documents on Dependants 0704 Information on Dependants 0705 Information on Checklists 0706 Compensation Package Offer 0707 Activation Information 0708 Details on Global Commuting 0710 Details on Global Assignment 0715 Status of Global AssignmentJohn DoePersonal ID: 1000023Singapore AssignmentPERNR: 1000053US AssignmentPERNR: 1000054Currently Active RecordIT0000 Emp Status = ActiveNew record, with new PERNR attached to the PERID. IT0000 Emp Status = Withdrawn during planning stage. K. Nguyen-Tu -- http://www.saphelpbykevin.com 7Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning Stage Technical View (HRP1001)John DoePersonal ID: 1000023Singapore AssignmentPERNR: 1000053US AssignmentPERNR: 1000054Object Type: P (Person) Object Type: P (Person)Object Type: CP (Central Person)EXAMPLE SCREENSHOT: Note the ID does not match up to chart above, as they as sample dataRelationship: 209 Is filled ByK. Nguyen-Tu -- http://www.saphelpbykevin.com 8Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning Stage Technical View (contd) Table T77S0 flag determines how the CP object ID are generated. K. Nguyen-Tu -- http://www.saphelpbykevin.com 9Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning Stage Planning Global AssignmentJohn DoePersonal ID: 1000023Singapore AssignmentPERNR: 1000053US AssignmentPERNR: 1000054 IT0000 Action IT0001 Org Assignment IT0002 Personal Data IT0007 Time Eval IT0008 Basic Pay IT IT0000 Action IT0001 Org Assignment IT0002 Personal Data IT0702 Documents IT0703 Documents on Dependants IT0704 Information on Dependants IT0705 Information on Checklists IT0706 Compensation Package Offer IT0707 Activation Information IT0708 Details on Global Commuting IT0710 Details on Global Assignment IT0715 Status of Global AssignmentK. Nguyen-Tu -- http://www.saphelpbykevin.com 10Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning StagePerson ID - PERIDPersonnel Assignment - PERNREmp Status:Singapore Record ActiveUS Record WithdrawnK. Nguyen-Tu -- http://www.saphelpbykevin.com 11Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning StageInfotype 0706 Compensation Package When you execute the Planning Global Assignment, you are required to complete infotype 0706, compensation package. It will outline base salary, Meal allowance, car allowance, etc.. Upon execution of Activate Host Assignment Action, information in this information will be used to automatically creating IT0008, IT0014, and IT0015 for the active host record. The currency conversion happens on the date of creating the 0706Infotype 0707 Activation Information By creating this infotype, tell the system home currency or host currency fluctuate and is unstable. You could specific of the two, which one is the stable current or the % of it is stable. When the record gets activated, it will re-check the currency conversion value and obtain the most recent currency conversion to create the associated pay infotypes. K. Nguyen-Tu -- http://www.saphelpbykevin.com 12Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning StageInfotype 0710 Details of Global Assignment It contains detail information relating to the global assignment. Expected Start Date and Duration. It will auto calculate the return date Your Home Assignment record linkage Family Status. Specify whether your family will go with you, stay in your home country, etc The type of assignment, Promotional Assignment, Transfer Assignment, etc Type of Global Assignment. Expat, Global Resources, etc Your International Administrator. Only your international administrator will be allowed to update infotype 0705 Checklist. The check list contains required documents you need to complete prior to activating your assignment. Such as Visa, Passport, etc. If yourInternational Administrator is specified in your Host Assignmentrecords, it means only they have access to update your host assignment records. Vice versa with home assignment record. K. Nguyen-Tu -- http://www.saphelpbykevin.com 13Scenario: Global Assignment (Non-Concurrent Employment) Contd Planning StageInfotype 0715 Status of Global Assignment As part of the Planning for Global Assignment action, you have to set the status of the Host Country subtype to Planned. You could introduce as many status as you need. The only required statuses are: To Be Activated and In Progress. Prior to executing the Activate Host Assignment action, the status for this infotype needs to be set to To Be ActivatedK. Nguyen-Tu -- http://www.saphelpbykevin.com 14Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Host Assignment Activation Of Host Assignment John Doe has accepted the global assignment Approvals completed All documents are in check Now we are ready to activate the host assignment record by executing action Activation of Host Assignment Afterwards, need to execute a change of position action where you make the home assignment record inactive. K. Nguyen-Tu -- http://www.saphelpbykevin.com 15Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Host Assignment Activation Host Assignment Execute Action: Activation Host Assignment IT0000 Employment Status = Active IT0715 Global Assignment = In Progress This action will Activate the host assignment PERNR Transfer Compensation Package (IT0706) values and auto create and populate IT0008, IT0014, and IT0015 Create IT0715 on the home assignment record with the status of To Be Activated Change IT0715 on the host assignment record with the status of In Progress Create any additional country specific infotypes, you need to configure that in your action. John DoePersonal ID: 1000023Singapore AssignmentPERNR: 1000053US AssignmentPERNR: 1000054Currently Active RecordIT0000 Emp Status = ActiveAction with switch from Withdrawn status toActive status.IT0000 Emp Status = Active while activelyon host assignment. K. Nguyen-Tu -- http://www.saphelpbykevin.com 16Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Host AssignmentAuto Create IT0008, IT0014, and IT0015 As part of the functionality, upon execution activation host assignment, the system will uses the information from IT0706 Compensation Package created during planning stage and create the associated infotypes It will handle currency conversion prior to creationIT0008 CreationIT0015 CreationK. Nguyen-Tu -- http://www.saphelpbykevin.com 17Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Host AssignmentInfotype 0715 Status of Global Assignment The activation of Host assignment will switch the host record IT0715 status to In Progress, while at the same time create a home record IT0715 status to To Be Activated. This will be used upon completion of host assignment and activation of home assignment. Host Assignment Record with status as In ProgressHome Assignment Record with status as To Be ActivatedAttached is the Host Assignment Personnel Number (PERNR)K. Nguyen-Tu -- http://www.saphelpbykevin.com 18Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Host Assignment Activation Of Host Assignment After completing the activation of host assignment action, you will need to execute a separated action to switch the home assignment to inactive status in IT0000. Or else, the system will leave the record in active status, emulating a concurrent employment functionality. Upon completing the host assignment, there is an action type to activate the home assignment. K. Nguyen-Tu -- http://www.saphelpbykevin.com 19Scenario: Global Assignment (Non-Concurrent Employment) Contd Repatriation Repatriation A new assignment may be identified for the global employees prior to the end of his current global assignment. John Doe at that point could move on to the new global assignment or return home (repatriation). As the result, the global employees is either reintegrated into his home assignment or sent on another global assignment Relocation process can starts again.K. Nguyen-Tu -- http://www.saphelpbykevin.com 20Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Home Assignment Activation Of Home Assignment John Doe completed his oversea assignment and ready to return home Now we are ready to active his home assignment and update IT0715 status during the process. During the host assignment, his home assignment employment status remained active. This action is to change his IT0715 for his home assignment from To Be Activated to In Progress. In addition, introduce any tax related infotypes due to his oversea assignment. This will also change his Host Assignment IT0715 status to Completed Upon completion of your global assignment, IT0008 will be updated as part of the IT0715 created during your host assignment. The currency conversion will convert back to your home country currency of current value. K. Nguyen-Tu -- http://www.saphelpbykevin.com 21Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Home AssignmentSimilar to Host Assignment, the home assignment activation will auto Create IT0008, IT0014, and IT0015IT0008 CreationIT0015 CreationK. Nguyen-Tu -- http://www.saphelpbykevin.com 22Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Home Assignment IT0715 Home Assignment Record Thought IT0715 was not part of the action, by specifying it is a home assignment activation in the action type, IT0715 automatically gets created. Using the pre-configured status sequences, it changed the To Be Activated in the home record to In ProgressK. Nguyen-Tu -- http://www.saphelpbykevin.com 23Scenario: Global Assignment (Non-Concurrent Employment) Contd Activation Home Assignment Activation Of Home Assignment After completing the Activation of Home Assignment, you should run another action to delimit and switch the host assignment record to withdrawn status. K. Nguyen-Tu -- http://www.saphelpbykevin.com 24Management Global Employees Configurations Configuration Requirements for MGE Activation of MGE functionality Main Configuration Of MGE IMG > Personnel Management > Management of Global Employees Dependencies Personnel Actions configuration (introduce three additional action types) Assuming you already have standard actions for other events, such as change of position, separation, leaves, etc. Those will be used as well. Payroll wage type configuration Introduce a new wage type with a required configuration of Indirect Eval. Method set to EXPAT, not ANSAL. Currency exchange conversion rates are maintained. Especially when you have a variation of USD, such as USD4 or USDN. K. Nguyen-Tu -- http://www.saphelpbykevin.com 25Management Global Employees: Activation Configuration To Activate Management Global Employees Table T77S0 Group: CCURE Sem Abbr.: GLEMP Value abbr: X Do F1 on the other fields and read the document, they activate additional functionality if you use them. To activate Concurrent Employment, mark Sem Abbr= Mains with the value of X. K. Nguyen-Tu -- http://www.saphelpbykevin.com 26Planning Global Assignment: Configuration IMG > Personnel Management> Personnel Administration > Customizing Procedures > Actions > Setup Personnel Actions > Personnel Action Types IMG > Personnel Management> Personnel Administration > Customizing Procedures > Infotype Menus > Infotype Menu > Info GroupK. Nguyen-Tu -- http://www.saphelpbykevin.com 27Activate Host Assignment: Configuration IMG > Personnel Management> Personnel Administration > Customizing Procedures > Actions > Setup Personnel Actions > Personnel Action Types IMG > Personnel Management> Personnel Administration > Customizing Procedures > Infotype Menus > Infotype Menu > Info GroupNote: It is required that infotype 0710 and 0715 exist first prior to activation, or else it will fail. K. Nguyen-Tu -- http://www.saphelpbykevin.com 28Activate Home Assignment: Configuration IMG > Personnel Management> Personnel Administration > Customizing Procedures > Actions > Setup Personnel Actions > Personnel Action Types IMG > Personnel Management> Personnel Administration > Customizing Procedures > Infotype Menus > Infotype Menu > Info GroupK. Nguyen-Tu -- http://www.saphelpbykevin.com 29Management Global Employees: Configuration IMG > Personnel Management > Management Of Global Employees The follow pages will focus on the primary configuration pieces. For other pieces that are not required as part of MGE, please do F1 or click on the help document for further explanation. K. Nguyen-Tu -- http://www.saphelpbykevin.com 30Management Global Employees: Configuration MGE > Global Setting > Activation Management of Global Employees This is the T77S0 table mention earlier. It will allow you to set the activation flag to enable the functionality Determine Organizational Units for Host Manager T77S0 entry. By default, they use the standard OM evaluation path to determine your chief. K. Nguyen-Tu -- http://www.saphelpbykevin.com 31Management Global Employees: Configuration MGE > Assignment Master Data > Define Group of Countries Define Geographical Areas Define Cost of Living Providers Define Assignment Status Define Family Status Currency Conversion Settings Define Rules For Currency Conversions Define Currency Conversion Rules Define Assignment Type International Administrators Setup Group For International Adminstrator Assign Administrators to Groups Define School Types Define Commuting TypesK. Nguyen-Tu -- http://www.saphelpbykevin.com 32Management Global Employees: Configuration Define Group of Countries Used to group one or more countries to create a region. For example: APAC consists of Hong Kong, Taiwan, Japan, etc. This will be used in conjunction with geographic areas to map the compensation package later on. Define Geographic Areas Connect Country to Country code and ISO code Define Cost of Living Provider (COLI) Allows you to map cost of living factor differences between countries. You could create by country to country or region to region. For example from Germany to US, the factor differences is 1.3, while US to Germany the factor differences is only 0.7 Note From SAP Help: If a global employee is transferred from Germany to the United States, a COLI of 1.3 will be used, which means that life in the United States is 30% more expensive than in Germany. Costs of living vary significantly from one country to the other but also from one area to the other within the same country.K. Nguyen-Tu -- http://www.saphelpbykevin.com 33Management Global Employees: Configuration Define Assignment Status Identify status to be used on infotype 0715. Bare requirement you must have Planned, To Be Activated, In Progress, and Completed. You could add any additional status to track your approval if needed. Define Family Status Setup family status code. Such as, Family Going, Family Visiting, etc. K. Nguyen-Tu -- http://www.saphelpbykevin.com 34Management Global Employees: Configuration Currency Conversion Setting > Define Date Rules For Currency Conversions Identifying Date rule code and text. Currency Conversion Setting > Define Currency Conversion Rules Using in conjunction with Date rule code configured above, you will link it to exchange rate type configured by Finance. This will determine if conversion rate is current exchange rate, or average exchange rate, etc. K. Nguyen-Tu -- http://www.saphelpbykevin.com 35Management Global Employees: Configuration Define Assignment Type Identify type of assignment you will have. Global Assignment, Expat Assignment, EBT Assignment, etc. Link that tomin and max assignment possible time frame Link that to exchange rate rules Link that to Adjustment Status configured earlier and define sequence between status.K. Nguyen-Tu -- http://www.saphelpbykevin.com 36Management Global Employees: Configuration MGE > Compensation Package > Compensation Package Items Define Compensation Pack Items Evaluation Methods Define Evaluation Methods Compensation Package Items Characteristics Define Base Compensation Package Items Define Derived Compensation Package Items Define Summation Rules Define Factoring Rules Maintain Mapping Table Offer Letter ..K. Nguyen-Tu -- http://www.saphelpbykevin.com 37Management Global Employees: Configuration Define Compensation Package Items You are identifying line items to be used in IT0706. Standard will be Base Salary. You could add additional values such as allowances (meal, housing, car), bonuses, etc. IT0706 will be created on the host record. Select the payment country for it, host or home. Dont forget to create a duplicate one for home record. This will allow the system to update IT0008 at then end of the global assignment with the correct currency conversion. K. Nguyen-Tu -- http://www.saphelpbykevin.com 38Management Global Employees: Configuration Define Evaluation Method You will be using standard values. For most case, you will use Annual Salary. This tell the system how to calculate the compensation package. Notes From SAP HELP The SAP system is shipped with a set of standard evaluation methods. You can copy existing evaluation methods or create new ones to meet your company-specific needs. ANSAL, Annual SalaryCalculates the current annual base salary of the existing personnel assignment in the home country according to the Basic pay infotype (0008). MULT, MultiplicationCalculates the result of the factor and part CPI specified in table Multiplication Rules for Base CPIs (T76MGE_MULT). PLCHOME, Planned Compensation (Home)Calculates the planned compensation according to the Planned Compensation infotype(1005) for the home position in the home country. PLCHOST, Planned Compensation (Host)Calculates the planned compensation according to the Planned Compensation infotype(1005) for the host position in the host country. STANDARD, Standard CalculationCalculates a percentage according to table Derived Compensation Package Items(T76MGE_ACPI) of the provided base CPI, which is also referred to in the same table. SUM, SummationCalculates the sum of all part CPIs specified in table Summation Rules for Base CPIs (T76MGE_SUM).K. Nguyen-Tu -- http://www.saphelpbykevin.com 39Management Global Employees: Configuration Define Base Compensation Package Items Linking Base Compensation Package identified earlier to evaluation method. K. Nguyen-Tu -- http://www.saphelpbykevin.com 40Management Global Employees: Configuration Define Derived Compensation Package Items Linking Derived Compensation Package identified earlier (bonuses, allowances, etc) to CPI calculation base. In example shown. We are determining 1.25% of base salary of home assignment annual salary will be the host assignment meal allowances. With a max capped value of 7,500.00.K. Nguyen-Tu -- http://www.saphelpbykevin.com 41Management Global Employees: Configuration Maintain Mapping Table For Activation Define what infotype and wage type to post the Compensation Package Item (CPI) upon activation of either home or host assignment record. For example, base pay will post to IT0008, meal allowances we have configured to post to IT0015, etc Requirement: When posting to a HOST assignment for base pay, the wage type setup Indirect Eval Method has to be set to EXPAT. Configuration is located at IMG > Personnel Management > Personnel Administration > Payroll Data > Basic Pay > Wage types > Check Wage Type Catalog > Check Wage Type Characteristics. K. Nguyen-Tu -- http://www.saphelpbykevin.com 42Management Global Employees: Configuration MGE > Assignment Activation Data > Define Currency Fluctuation Protection Define Category Types Define Category InfotypesK. Nguyen-Tu -- http://www.saphelpbykevin.com 43Management Global Employees: Configuration MGE > Assignment Preparation > Define Checklist Items and Documents Define Document Statuses Define Document InfotypesK. Nguyen-Tu -- http://www.saphelpbykevin.com 44Useful Resources Explains the primary infotypes http://help.sap.com/saphelp_erp2005/helpdata/en/2f/3426405f2c1a5de10000000a1550b0/frameset.htm http://help.sap.com/saphelp_erp2005/helpdata/en/9b/f822b18418ec49a49604c9bb880d32/frameset.htm Concurrent Employment http://www.sap.com/solutions/business-suite/erp/hcm/pdf/BWP_mySAP_ERP_HCM_Concurrent_Empl.pdf Important! Always check OSS Notes for patches. This is a fairly new functionality and your system might not be fully up to date with the latest fixes. Your reports need to reflect PNPCE database, not PNP database to properly query your employees, this is due to having two PERNRs