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Time Management - 3

2 SAP AG 1999

Quota Accrual: Overview

Attendance QuotasInfotype (2007)

Absence Quotas Infotype (2006)

Manually save for oneindividual employee

With default values Without default values

Save for several employeesusing report RPTQTA00 and based on default values

Automatic accrualusing time evaluation

Manually save for oneindividual employeewithout default values

Fast entry screen withdefault values

3 SAP AG 1999

Absence Entitlements in Absences Infotype (2006)

Time evaluation RPTIME00,TM00, TM04, TQTA schemas

RPTQTA00: Generatesabsence quotas

Current time dataMaster data and completed past time data

One-time entitlement accrual fora subsequent entitlement period Regular percentage accrual

Immediate availabiltiyafter accrual

Any time can be specifiedfor employee availability

Automatic recalculation Automatic recalculation

Granted for an entire period

(such as leave year) in advanceDetermined after calculation

period is completed

As used in this course:

4 SAP AG 1999

Calculating Absence Quota Entitlements

Personnel Time Management

Time Data Recording and Administration

Managing Time Accounts Using Attendance/Absence Quotas

...

Calculating Absence Entitlements

Automatic Accrual of Abence Quotas

Rules for Generating Absence Quotas

Setting Up Methods for Quota Accrual

5 SAP AG 1999

Granting Absence Entitlements: Default Values

00001234

Valid 01.01.2001 to 31.12.2001

Absence quotas

Type

Time

Quota number

Deduction

Deduction from

Mary Miller ….

Deduction to

10 Annual leave

25.00000 Days

01.01.2001

31.03.2002 Neg. deduction to 3.00000

Create Absence Quotas

Default Values

Saving time-off entitlements: Manually using default values Using report RPTQTA00

Determinesvalidity interval

Determinesquota amount

Determinesdeduction interval

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SAP AG 1999

ObjectiveObjective Different default values apply to employeeswith different organizational assignment

Determining Quota Type Selection Rule

20 daysleave

2 daysadditional leave

Whatemployee subgroup?

24 daysleave

FeatureQUOMOFeatureQUOMO

Queries organizational assignment

Return value:Quota type selection rule group

Selection rule for quotas:Which type of quotas in what amounts are to be accrued or proposed?

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SAP AG 1999

Maintaining Features (1)

Subobjects

Feature QUOMO QUOMODetermination of quotatype selection rule group

Decision tree

Structure

Persons responsible/status

Country/component assignment

Documentation

Display Change

Features: Initial Screen Structure of the feature determineswhich fields in thedecision tree canbe queried

In what country is feature valid?

Queries personnel and datastructure fields to determineconfirmation values

Administrativedata on feature

Information on structureand function

8 SAP AG 1999

Decision Tree

Maintaining Features (2)

Status: Active

Confirmation value

QUOMO Determine Quota Type Selection Group

PERSG Employee group

1 Active

PERSK Employee subgroup

X0 Salaried employee

20

Otherwise

25

Decision operation

Decision field value

9 SAP AG 1999

Terms: Base Entitlement and Accrual Entitlement

Base period = 1 year/Base entitlement = 24 days

Accrual period = 1 year

Total entitlement based on aspecified period

( = theoretical valuation basis)

Base Entitlement

Absence entitlement determinedper accrual period

(used to determine base entitlement)

Accrual Entitlement

Accrual entitlement = 24 days

Accrual period = 1 month Accrual entitlement = 2 days

10 SAP AG 1999

Defining Base Entitlement

Entire entitlement basedon specified period

(such as calendar year)

Base Entitlement

Absence quota type 10 = Annual leaveAbsence quota type 10 = Annual leave

Rule for base entitl.

Sequential number

Seniority

Constant

001

002

005 — 010

20.00000

Base period

Calendar year

Years

Days

Rule for base entitl.

Sequential number

Seniority

Constant

001

003

011 — 015

24.00000

Base period

Calendar year

Years

Days

11 SAP AG 1999

Determinesdeduction interval

for each quota type

Validity and Deduction Intervals

Absence quota type

Deduction interval

10 Annual leave

Deduction from

Start of deduction interval

End of deduction interval

Rel. position

No deduct.before

01 End prob.period

Start of deduction interval

End of deduction interval

Rel. position

No deduct.after

3 months

Quota type sel. grp 30

Valid from

Calendar year

Time evaluation period

Rel. position

..

Valid to

Calendar year

Time evaluation period

Rel. position

...

Determines defaultvalues for validity

period for eachquota type selection

rule group

View "Validity/Deduction Interval for Absence Quotas": Overview

Deduction to

View "Validity/Deduction Interval for Absence Quotas": Overview

12 SAP AG 1999

Reduction Rules

Reduced according toemployment percentage

Part-Time Workforce:Employment percentage = 80%

Accrual entitlementmultiplied by 0.8

Unpaid leave:5 out of 22 daysin accrual period

Employee leaves in themiddle of the accrualperiod (11 out of 22 days)

Reduced by inactive days in accrual period

< 25%: No reduction > 25%: Percentual reduction

Accrual entitlmentnot reduced

Accrual entitlementmultiplied by 0.5

13 SAP AG 1999

Rounding Rules

Rounding Rules

Round time off specified entitlements

5.21343days

5.00000days

RoRule

01

Name

Round up to next whole no.

Lower limit

0.50000

No.

001

Upper limit

1.50000

Incl. Tgt value

1.00000

Incl. Roll.

14 SAP AG 1999

Generation Rules: Overview

Absence Entitlement

Define a quota type selection rule groupfor each selection rule

Define Generation Rules for Absence Quotas Selection rules

Conditions for using rule (usability)

Rule for base entitlement Calculates entitlement based on base period

Rule for accrual entitlement Calculates accrual entitlement (entitlement per

accrual period) based on base rule

Further processing of calculated accrual entitlement Reduction using reduction rule Rounding off using rounding rule

Further processing of calculated total entitlement Reduction using reduction rule Capping

Withingeneration

rules

15 SAP AG 1999

Leave

Leave

Report RPTQTA00 (Generate Absence Quotas)

Report RPTQTA00

Directly updates or createsrecords in the Absence Quotasinfotype (2006)

Creates batch input session

Executes test runAdd'lLeave

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SAP AG 1999

Special schema used for accrual of absence quota

Schema TQTA

SchemaTQTA

SchemaTQTA

Automatic accrual ofabsence entitlementsusing time evaluation

Uses time evaluationmethods for accrual ofabsence entitlements

00001234PersNo. Mary MillerName

...

Valid 05/01/1998 — 12/31/9999

Work schedule rule NORM

Time Mgmt status 7

Part-time employee

Normal

…..

...

Regular percentual accrual ofentitlement

Set up any time for employeeavailability

Automatic recalculation

Working time

Work Schedule Rule

Create Planned Working Time

17 SAP AG 1999

Quota Compensation

Absence Entitlement

Leave

Time-OffEntitlement

Absence QuotasInfotype (2006)

QuotaCompensation

Quota Compensation Infotype(0416)

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