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SAP HR Funds and Position Management tutorial guide

Two versions of the R/3 HR Funds and Position Management component are available

  1. Standalone HR Funds and Position Management
  2. HR Funds and Position Management Integrated with Funds Management

Contents of this SAP HR Funds and Position Management tutorial guide

HR Funds and Position Management (PA-PM)……………. 10
Standalone HR Funds and Position Management ……………….11
The Overall Budget Component ……13
Overall Budget Creation…………….15
Definition of Budget Hierarchy ..17
Defining a Budget Hierarchy19
Editing a Budget Hierarchy..21
Budget Structure Element….23
Validity Period25
Changing a Validity Period ………………26
Defining Employee Groups and Employee Subgroups .27
Defining an Employee Group and Employee Subgroup for a Budget Structure
Element…..28
Overall Budget Access…………..29
Accessing the Overall Budget Via a Budget Structure Element………30
Accessing the Overall Budget via the Position Responsible …………..31
Budget Assignments ……………..32
Top-Down Budget Assignment……………..34
Assigning Budgets (Top-Down)………..36
Allocating a Monetary Budget (Top-Down) ………37
Assigning FTE Budgets (Top-Down)……………….39
Bottom-Up Budget Assignment …………….40
Assigning Budgets (Bottom-Up) ……….42
Allocating a Monetary Budget (Bottom-Up) ……..43
Allocating a Full-Time Equivalent Budget (Bottom-Up)…………44
Earmarkings……..45
Creating an Earmarking…….47
Editing Earmarkings…………48
Transferal of Responsibility for Budget……….49
Assigning Responsibility for a Budget ……50
Definition of Budgeting Rules….51
Defining Budgeting Rules ….53
Processing of Reclassification Rules………….54
Creating Reclassification Rules…………….56
Budget Check …..58
Checking a Proposed Overall Budget ……59
Display: Overall Budget …………60
Displaying the Overall Budget ………………61
User-Specific Settings…………..63
Defining User-Specific Settings …………….64
Country-Specific Functionality ..65
Budget Status………..66
Changing the Budget Status…..70
Budget Execution …..71
Availability Check72
Budget Allocation .73
Allocating Budgets ……………75
Allocating a Budget for a Person………76
Allocating Budget for a Position ……….77
Definition of Budgeting Rules….78
Defining Budgeting Rules ….80
Activation of Budgeting Rules……………….81
Activating Budgeting Rules………………82
Processing of Budgeting Rules …………….83
Editing Budgeting Rules .84
Processing of Reclassification Rules………….85
Creating Reclassification Rules…………….87
Activating Reclassification Rules…………..89
Editing Reclassification Rules……………….91
Budget Updates ..92
Defining Budget Updates…..93
Transfers………….95
Transfers……..96
Creating a Transfer………98
Creation of Budget Structure Elements During a Financial Year ……….100
Creating Budget Structure Elements During a Financial Year ………101
Budget Monitoring………………102
Displaying Budget Monitoring……………..104
Display: Budget Allocation ……105
Displaying Budget Allocation ………………106
Carry Forward Overall Budget to Next Financial Year………..108
Carry Forward Overall Budget 110
Carrying Forward a Budget Hierarchy ….112
Carrying Forward the Rules Used in an Overall Budget ………………114
Carrying Forward Financing Details …….115
Editing the Carryforward Log………………117
Example: Carry Forward Overall Budget119
Reporting Options ..120
Creating Reports………………..121
The Organization Component……..122
Definition of an Organization……..123
Creating a Root Organizational Unit …………125
Creating Organizational Units.126
Maintaining Organizational Units ……………..127
Assigning Working Time Groups to an Organizational Unit ………………129
Position ………….130
Job ……………131
Creating Positions………………132
Copying Positions ……………….133
Classifying Positions ……………134
Defining Employee Groups and Employee Subgroups ………………..136
Defining an Employee Group and Employee Subgroup for a Position …………137
Staffing Positions ………………..138
Managing Positions…………….140
Maintaining Positions …………..141
Defining the Working Time for a Position ….143
Administration of Teaching Hours…………….144
Defining Teaching Hours for a Position..145
Display: Organizational Structure …………….146
Displaying the Organizational Structure .147
Accessing the Organizational Structure…….148
User-Specific Settings………….149
Defining User-Specific Settings …………..150
Financing from the Organization Component …151
Financing from the Organization Component……………….152
Financing Employees Directly …………….155
Procedure If Traffic-Light Icon Is Yellow or Red…..156
Procedure If Traffic-Light Icon Is Green ……………..157
Financing Employees Indirectly…………..158
Procedure If Traffic-Light Icon Is Yellow or Red…..159
Procedure If Traffic-Light Icon Is Green ……………..160
Deleting Existing Financing Assignments………………..161
Updating of the Outgoing Funds of a Position………….162
Reconciling the Outgoing Funds of a Position …….163
Displaying the Financing Overview ……..164
Display: Financing Details in Organizational Structure ………………..165
Displaying Financing Details in the Organizational Structure …..166
Budget Monitoring………….168
Displaying Budget Monitoring…………170
The Employee Component ……….171
Accessing the Employee Component……….173
Financing from the Organization Component……………….174
Financing Persons Directly177
Financing Persons Indirectly……………….178
Budget Monitoring………………179
Displaying Budget Monitoring……………..181
Displaying and Maintaining Information on a Budget Structure Element ……………….182
Displaying and Maintaining Information on a Position……183
Displaying Information on a Person………….184
Reporting Options ..185
Creating Reports………………..186
IACs in HR Funds and Position Management …187
Budget Details……..188
Procedure for Obtaining Budget Details ……190
Example of Where the Budget Details Service Might Be Used………….191
HR Funds and Position Management Integrated With Funds Management ……………..192
The Overall Budget Component ….194
Overall Budget Creation…………..195
Budget Hierarchy Creation……197
Generating Budget Structure Elements for Individual Funds ………..199
Generating HR Budget Structure Elements for HR Funds and Position Management………201
Checking Budget Structure Elements ………………..203
Generating Budget Structure Elements for Several Funds …………..204
Generating Budget Structure Element for Several Funds………..206
Setting Up Budget Structure Elements for Personnel Expenditure..207
Budget Structure Element..208
Overall Budget Access…………210
Accessing the Overall Budget Via Funds Management Account Assignment……211
Accessing the Overall Budget Via a Budget Structure Element…….212
Accessing the Overall Budget via the Position Responsible …………213
Budget Assignments ……………214
Top-Down Budget Assignment……………216
Assigning Budget……….217
Earmarkings……218
Creating an Earmarking…..220
Editing Earmarkings………..221
Transferal of Responsibility for Budget……..222
Assigning Responsibility for a Budget ….223
Budget Check …224
Checking a Proposed Overall Budget ….225
Display: Overall Budget ……….226
Displaying the Overall Budget …………….227
User-Specific Settings………….229
Defining User-Specific Settings …………..230
Budget Status………231
Changing the Budget Status…234
Budget Execution …235
Budget Allocation ………………..236
Allocating Budgets ………….238
Allocating a Budget for a Person…….239
Allocating Budget for a Position ……..240
Expenditure Types………….241
Payroll: Transferring and Posting Data…242
Transfers………..243
Transfers……244
Creating a Transfer…….245
Creating Budget Structure Elements for Personnel Expenditure During a Financial Year ………….246
Creating Budget Structure Elements During a Financial Year ………247
Consistency Check With Funds Management………………248
Running the Consistency Check With Funds Management………….249
Reconstruction of Earmarked Funds ………..250
Reconstructing Earmarked Funds in Funds Management……………251
Monitoring of Open Precommitments ……….252
Monitoring Open Precommitments ………253
Budget Monitoring………………254
Displaying Budget Monitoring……………..255
Display: Budget Allocation ……256
Displaying Budget Allocation ………………257
Carry Forward Overall Budget to Next Financial Year………..259
Carry Forward Overall Budget 261
Carrying Forward a Budget Hierarchy ….263
Carrying Forward the Rules Used in an Overall Budget ………………265
Carrying Forward Financing Details …….266
Editing the Carryforward Log………………268
Example: Carry Forward Overall Budget270
Reporting Options ..271
Creating Reports………………..272
Tools..273
The Organization Component……..274
Creation of Organizational Structure……………..275
Creating a Root Organizational Unit …………277
Creating Organizational Units.278
Maintaining Organizational Units ……………..279
Assigning Working Time Groups to an Organizational Unit ………………281
Position ………….282
Job ……………283
Creating Positions………………284
Copying Positions ……………….285
Classifying Positions ……………286
Defining Employee Groups and Employee Subgroups ………………..288
Defining an Employee Group and Employee Subgroup for a Position …………289
Staffing Positions ………………..290
Managing Positions…………….292
Maintaining Positions …………..293
Defining the Working Time for a Position ….295
Administration of Teaching Hours…………….296
Defining Teaching Hours for a Position..297
Display: Organizational Structure …………….298
Displaying the Organizational Structure .299
Accessing the Organizational Structure…….300
User-Specific Settings………….301
Defining User-Specific Settings …………..302
Financing from the Organization Component …303
Financing from the Organization Component……………….304
Financing Employees Directly …………….308
Procedure If Traffic-Light Icon Is Yellow or Red…..309
Procedure If Traffic-Light Icon Is Green ……………..310
Financing Employees Indirectly…………..311
Procedure If Traffic-Light Icon Is Yellow or Red…..312
Procedure If Traffic-Light Icon Is Green ……………..313
Mass Finance Tool …………314
Deleting Existing Financing Assignments………………..315
Updating of the Outgoing Funds of a Position………….316
Reconciling the Outgoing Funds of a Position …….317
Displaying the Financing Overview ……..318
Display: Financing Details in Organizational Structure ………………..319
Displaying Financing Details in the Organizational Structure …..320
Budget Monitoring………….322
Displaying Budget Monitoring…………323
Expenditure Types………….324
Payroll: Transferring and Posting Data…325
The Employee Component ……….326
Accessing the Employee Component……….328
Financing from the Organization Component……………….329
Financing Persons Directly333
Financing Persons Indirectly……………….334
Budget Monitoring………………335
Displaying Budget Monitoring……………..336
Displaying and Maintaining Information on a Budget Structure Element ……………….337
Displaying and Maintaining Information on a Position……338
Displaying Information on a Person………….339
Reporting Options ..340
Creating Reports………………..341
Tools..342
IACs in HR Funds and Position Management …343
Budget Details……..344
Procedure for Obtaining Budget Details ……346
Example of Where the Budget Details Service Might Be Used………….347

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