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Counting Rule Configuration

1. Define absence types, counting rules, employee subgroups, and personnel subareas for tracking attendance and absences. 2. Set base entitlements and validity periods for generating absence quotas according to the defined rules. 3. Run report RPTQTA00 using transaction code SE38 to generate the absence quotas based on the configurations.

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0% found this document useful (0 votes)
268 views39 pages

Counting Rule Configuration

1. Define absence types, counting rules, employee subgroups, and personnel subareas for tracking attendance and absences. 2. Set base entitlements and validity periods for generating absence quotas according to the defined rules. 3. Run report RPTQTA00 using transaction code SE38 to generate the absence quotas based on the configurations.

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PESH SAP HCM
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Counting rule configuration

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Hi Steps to generate Absence quotas:
Absence quota:
1. Group personal sub areas for Attendances and Absences.
Time data recording - Time management
Menu Path: SPRO --> Group personal sub areas for -->Absence catalog
-->Absences --> administration Attendances and Absences. Here, first you
need to do PSG grouping for Attendances & Absences.
2. Define Absence Type
Menu Path: Time Absence --> Absences --> Time data recording and
Administration --> Management Define Absence Type --> catalog
Click on New Entries; Create an Absence type with a 4 characters code.
3. Determine Entry Screens and Time Constraint Classes
Time data recording
Menu Path: Time Management --> Determine Entry Screens and Time -->
Absence Catalog --> Absence --> Administration Constraint Classes.
Here find the Absence Type that you have created. Click X on Magnifying
glass or Ctrl+Shift_F2.
Here, by specifying the screen number for attendance type and absence
type, you determine which screen is to be used for entering, displaying
and maintaining records. Select screen number field and press F1.Give
screen number that suits your requirement.
Quota Ex.2001 deduction
No quota deduction 2051
4. Define Counting Classes for Period Work Schedule.
Time data recording
Menu Path: Time Management Define Counting --> Absence Counting -->
Absence Catalog --> Absences --> Administration Classes for Period Work
Schedule.
Here, select your PWS and give counting class range 01-09.
Counting classes: Counting classes for PWS are used to evaluate
absences& attendances. Use different counting classes for PWS with long
DWS &many Dayoffs.When you maintain a counting class you must define a
separate rule for each Counting class.)
For Employee sub groups
5. Group Employee sub groups for Time Quotas.
Time data recording and Administration
Menu Path: Time Management --> Rules for absence counting (New) -->
Absence Counting --> Absence Catalog --> Absences Group Employee sub
groups for Time Quotas.
Here select you Employee group & Group Employee sub groups for Time
Quotas give number ranging from 1-9.
For Personnel sub areas
6. Group Personnel sub areas for Time Quotas
Time data recording and Administration
Menu Path: Time Management --> Rules for absences counting (New) -->
Absence Counting --> Absence Catalog --> Absences Group Personnel sub
areas for Time Quotas.
Here select your & Group Personnel sub areas for Time Quotas give number
ranging from 01-99.
7. Define Absence Quota
Time data recording
Menu Path: Time Management Time --> Managing Time Accounts using
Attendance/Absence Quotas -->Administration > Define Absence Quota
Types.> Quota Types
Definition of Absence quota: Here we define valid absence quota types
with 2 digit code (entitlement to time off & leave types) for your
employee group& personal sub area¡¦s grouping for time quotas. Why we
define Absence quota, because, in this we define unit of time
measurement whether you want the entitlement to time off to be
maintained in Hours or in Days.
8. Permit Quota Generation without Time evaluation
Time data recording and Administration
Menu Path: Time Management Calculating Absence --> Managing Time
Accounts using Attendance/Absence Quotas --> Permit Quota Generation -->
Automatic Accrual of Absence Quotas --> Entitlements without Time
evaluation
Here we define, to transfer the left absence quota for next year or not.
Select the Absence quota and click No generate (Radio button).
9. Specify Rule groups for Quota type selection.
Menu Path: Managing Time Accounts --> Time data recording and
Administration --> Time Management Rules for Calculating Absence
Entitlements using Attendance/Absence Quotas --> Specify Rule groups for
Quota type --> Generating Absence Quotas selection.
Here we give one 2 digit code (01-99) for quota type selection, that
what we mention in QUOMO feature.
10. Set Base Entitlement
Time data recording
Menu Path: Time Management --> Managing Time Accounts using
Attendance/Absence Quotas --> Administration Set --> Rules for
Generating Absence Quotas --> Calculating Absence Entitlements Base
Entitlement.
Select Base Entitlement for Absence Quota Generation and Click on
Choose: button
Click on --> New Entries --> to enter the data.
Base Entitlement: Why we define this is, here we evaluate number of
eligibility days for the Absence quota. And we assign this to Absence
quota that we created earlier.
11. Determine Validity and Deduction Periods.
Menu Path: Time Managing Time Accounts using --> Time data recording and
Administration --> Management Rules for Calculating Absence Entitlements
> Attendance/Absence Quotas Determine Validity and Deduction Periods.>
Generating Absence Quotas
Click on New Entries to enter the data.
We define Validity & deduction periods, as you want to define as per
calendar year, Accrual period etc.
12. Define Generating rules for Quota Type Selection.
Time
Menu Path: Time Management Managing Time Accounts using data recording
and Administration Rules for Calculating Absence Entitlements -->
Attendance/Absence Quotas --> Define Generating rules for Quota Type -->
Generating Absence Quotas Selection.
13. Define Deduction Rules for Absence and Attendance Quotas
Time data recording and Administration
Menu Path: Time Management Quota Deduction Using Managing Time Accounts
using Attendance/Absence Quotas - Define Deduction Rules for Absence and
Attendance --> Attendance /Absences Quotas
Click on New Entries to enter the data.
We define deduction rules according to which attendance & absences are
to be deducted from the Attendances & Absence quotas. Actually the quota
deduction did not depend on individual Absence/Attendances types, but it
is determined by the counting rules for Absences/Attendances that are
counting rules assigned to an Attendances &Absences types
Select Define deduction Rules for Absence Quotas and Click on Choose
button.
Go and Click on New Entries and enter the data
14. Define Counting rules
Time data
Menu Path: Time Management --> Absences Counting --> Absence Catalog -->
Absences recording and Administration Define Counting Rules --> Rules
for absence counting (New)
Click on New Entries; enter the data as of your requirement.
Counting rules: We define counting rules for counting Attendances &
Absences. The rules are used to determine the payroll days & hours for
an Attendance & Absence type. The payroll days and hours that have been
counted are used to control the deduction of
15. Assign counting rule to Absence type
Menu Path: Time --> Absence Catalog --> Absences --> Time data recording
and Administration --> Management Assign Counting rules to Absence Types
--> Absences Counting
16. Set Personnel Sub area groupings for Time Recording
Menu Path: Time Set Personnel Sub area groupings for Time --> Time
Evaluation setting --> Management Recording.
Select your personnel sub area and give the 2digit code, for grouping
and give the same digit for Personnel Sub area groupings for Time
Recording. While creating the Attendance /Absence type.
Run Absence quota: The Transaction code to run Absence quota is SE38.In
SE38 we generally use to run the SAP Reports.

Give SE38, and give report RPTQTA00, to run Absence quota.


Then Execute it....

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