Session Descriptions
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A comprehensive guide to HR/Payroll integration with SAP ERP Financials
7 tips to improve and optimize SAP Payroll processes
Simple, step-by-step instructions for enhancing the performance of your SAP Payroll processes
The fundamentals of customizing SAP Payroll with schemas, rules, functions, and operations
How to set up and administer garnishments in SAP Payroll
A practical guide to the new, flexible Tax Reporter forms using SAP Interactive Forms by Adobe in SAP ERP 6.0
Understand the effort required to process payroll in a concurrent employment (CE) environment
An advanced guide to payroll schema and rule customization
Case study: Reliant Energy's unique solution for handling rollover from traditional and Roth 401(k) plans to post-tax plans
Everything you need to know for a successful SAP Payroll implementation in Canada
All roads lead to payroll — Best practices to help you select the right time management strategy and solution
Critical success factors to guide your SAP Time Management implementation
Everything you ever wanted to know about the Cross Application Time Sheet (CATS)
How to interpret and dissect SAP time schemas to address complex time evaluation processing requirements
How to effectively handle leave of absence (LOA) in a global SAP deployment
Case study: How TIMET successfully meets complex union-specific requirements in SAP Time Management
Case study: A comprehensive guide to designing and configuring SAP Shift Planning
A comprehensive guide to HR/Payroll integration with SAP ERP Financials
Watch this session to:
- Learn the key integration points between the HR payroll functions and SAP ERP Financials to optimize data flows and troubleshoot common errors and problems.
- Understand the fundamentals of how data is transferred between SAP Payroll and SAP ERP Financials and get answers to the biggest integration challenges, including how retroactive calculations are posted, how month-end accruals are posted during payroll processing, and how to verify third-party remittance has been done for off-cycle payrolls.
- Get tips to reverse postings from HR payroll and SAP ERP Financials, set up a company transfer clearing account, and post taxes by tax authority.
- Take home a detailed process flow of SAP ERP Financials and A/P postings, a configuration checklist for postings, and a list of typical problem points between Payroll and SAP ERP Financials, so you can work around them.
7 tips to improve and optimize SAP Payroll processes
Watch this session to:
- Get seven informative tips any SAP Payroll professional can use to improve the efficiency and accuracy of existing payroll processes and operations.
- Discover how to use process models to streamline and increase consistency in your regular payroll runs.
- Reduce time spent making adjustments with tips to analyze your payroll for errors before payments are delivered and accounting is posted.
- Get proven methods to prevent and manage claims and step-by-step instruction to enhance your payroll history form to show additional detail needed by payroll staff.
- Learn how data validations can increase the accuracy of your payroll results by preventing errors from ever reaching payroll.
- Gain an understanding of the most important payroll reconciliation tips and techniques and review the standard reports you’ll need to support reconciliation processes.
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Simple, step-by-step instructions for enhancing the performance of your SAP Payroll processes
This session offers best practices for enhancing the performance of your SAP Payroll processes, interfaces, and reports. Watch this session to:
- Gain an understanding of the root causes of the most common performance-related problems in SAP Payroll and get practical solutions to fix them.
- Learn how to significantly reduce run times by splitting the pre-DME (Data Medium Exchange) process into parallel processes and review an actual case study where run times went from 12 hours to 30 minutes after implementing this solution.
- Get step-by-step instruction to streamline the way you process third-party remittance.
- Identify coding techniques to improve the way you read internal tables and learn how to leverage this advice to optimize the run time of payroll-related interfaces.
- Learn how to identify common mistakes in payroll schema that can cause long run times and get advice to rectify them.
- Bonus! Get code to help increase the speed of your pre-DME program and additional code to manage parallel third-party remittance runs for improved performance — available in your appendix files.
The fundamentals of customizing SAP Payroll with schemas, rules, functions, and operations
Watch this in-depth session to:
- Develop an understanding of SAP Payroll schemas, rules, operations, and functions, including a definition of each object, a description of what they do, and best practices for maintaining them.
- Step through actual payroll processes to see real-life examples of how schemas, rules, functions, and operations are used and how each impacts the final Payroll output and results.
- Learn how to create and modify schemas and rules to meet your own needs and leave with advice to avoid potentially costly mistakes when making changes to existing objects.
- Get tips to modify schemas and rules to generate different premium wage types and amounts based on the type of hour worked from a single premium code.
- Explore the details of functions and operations and learn why it may be more efficient to develop custom functions and operations to address functionality gaps than to create configuration workarounds.
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How to set up and administer garnishments in SAP Payroll
Watch this session to:
- Receive complete, step-by-step instruction to configure, set up, and administer garnishments in SAP Payroll.
- Explore the fundamentals of garnishments to understand who issues garnishment orders and what basic information must be documented before you begin processing.
- Step through the process of creating, adjusting, and delimiting a garnishment order in SAP and get tips for managing the effective dates of your garnishments.
- Gain an understanding of which standard reports are available to track and monitor garnishments activity and get tips for reading and interpreting the payroll results that drive the report output.
- Examine what happens to garnishment data after payroll is processed and learn how to reconcile a garnishment once it’s been posted to SAP ERP Financials.
- Learn how to perform table maintenance in the IMG to handle the changes to tax levies by the IRS each year.
A practical guide to the new, flexible Tax Reporter forms using SAP Interactive Forms by Adobe in SAP ERP 6.0
Beginning with SAP ERP 6.0, traditional SAPscript-based Tax Reporter forms are no longer updated by SAP and have been replaced by Adobe Forms functionality. Watch this session to:
- Get comprehensive guide to the latest Adobe Forms-based tax reporting options in SAP ERP 6.0.
- Learn what is required to activate and use Adobe PDF tax forms for US Federal and state authorities, including how to update table T5UX7 to activate the new forms.
- Take advantage of implementation tips, guidelines, and methodologies that enable you to implement PDF-based tax forms easily in your Payroll system.
- Review an example of a custom form created using Adobe LiveCycle Designer to see what it takes to create or import your own Adobe-based tax forms.
- Prepare for future enhancements and walk away with tips for developing a maintenance and support strategy for Tax Reporter PDF forms.
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Understand the effort required to process payroll in a concurrent employment (CE) environment
Take an in-depth look at the concepts of concurrent employment (CE) in SAP to learn how it facilitates processing of employees holding multiple assignments under a single personnel ID. Watch this session to:
- Drill down into CE-specific payroll configuration, processing, and reporting functionality to understand the effort required to convert existing SAP Payroll activities to CE.
- Step through the payroll process in a CE environment to see how different assignments are integrated in both master data and configuration.
- Get tips to configure the new CE-specific personnel calculation rules, functions, and operations required to process payroll.
- Learn which payroll activities have been CE-enabled and how these new programs impact your payroll tasks.
- Drill down into the payroll cluster to learn where results for the individual employee assignments are stored before being rolled up into the Results Table (RT).
- Prepare yourself for the challenges of a CE conversion, and get tips to successfully handle master data and year-to-date payroll conversions.
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An advanced guide to payroll schema and rule customization
This session goes beyond basic schema and rule configuration and highlights advanced methods you can use to meet even the most complex payroll processing requirements. Watch this session to:
- Discover how to create and use custom processing classes, process default and override values from wage types in employee master data, and make effective-dated changes to your schema.
- Learn what the various payroll wage-type splits mean and get tips to manage them in your calculations.
- Examine how to relate one wage type to another for dependent processing.
- Explore the advantages and liabilities of using variables in rules and learn how to freeze amounts to keep them from changing retroactively.
- Expand your payroll knowledge with an overview of the basics of custom functions and operations, as well as best practices for when to use them.
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Case study: Reliant Energy's unique solution for handling rollover from traditional and Roth 401(k) plans to post-tax plans
Take an in-depth look at Reliant Energy's custom configuration solution that seamlessly directs employee savings plan contributions with post-tax, Roth and pre-tax savings plan designs. Watch this session to:
- Explore the regulations that govern traditional 401(k), Roth 401(k), and 401(m) plans and understand the complexities of managing the intersection of limits and rules for each in a single SAP system.
- Learn how Reliant Energy created a custom processing class along with an additional limit rule to manage the plan limits and the tables that control those limits.
- Find out how to construct variables and rules that handle transfers between different savings plans and correctly maintain both current and year-to-date (YTD) amounts.
- Get lessons learned for handling deductions not taken, arrears, and retro-calculations in payroll processing.
- Bonus! Get copies of the custom rules Reliant Energy created to calculate current plus YTD amounts and compare pre-tax and Roth totals with the contribution limits – available in your appendix files.
Everything you need to know for a successful SAP Payroll implementation in Canada
Whether you're a Canadian company or you're planning a global SAP rollout that includes Canada, this session offers a comprehensive look at the requirements and key success factors for implementing the Canadian country version of SAP Payroll. Watch this session to:
- Gather best practices for assembling the right business expertise and SAP configuration skill sets to support Canada’s complex legal and tax requirements.
- Prepare for your Canadian SAP rollout with a review of the standard payroll functionality available for handling national and provincial taxes, vacation laws, worker’s compensation, garnishments, and wage laws.
- Get an assessment of which key local requirements, such as pension calculations (actuarial), are not included in the current release of the country version, as well as tips for addressing those gaps.
- Learn how to handle the impact Canada’s French language requirements will have on the scope and complexity of your project’s master data, custom programs, reports, screens, and training material.
- Know your options for Payroll reporting with a review of standard Canadian-specific year-end, pensionable and insurable earnings, audit, employment, and tax reports.
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All roads lead to payroll — Best practices to help you select the right time management strategy and solution
This session provides a detailed look at all of your options, both SAP and third-party, for evaluating and managing time in your SAP Payroll processes and offers a proven methodology for determining the right solution for your needs. Watch this session to:
- Review the seven variables — including budget, payroll rules, reporting requirements, and corporate culture — that will drive your time management strategy and your decision of which tools to use.
- Compare and contrast standard SAP Time Management functionality with third-party time management options and explore the various processes available for tracking time, including central timekeeping and mobile time entry.
- Explore how SAP Time Management integrates with other modules and applications and understand the impact this integration will have on the time management strategy you choose.
- Get do’s and don’ts for implementing and integrating time management, including advice for building a proof of concept, tips for testing time processes, and proven methods to boost your project’s ROI.
- Bonus! Get a decision matrix that combines all time management options with your specific business requirements to help you choose the right approach (or approaches) to best meet your needs – available in your appendix files.
Critical success factors to guide your SAP Time Management implementation
Explore the unique risks and specific configuration challenges that accompany an SAP Time Management implementation, and a proven methodology for avoiding the most common project pitfalls. Watch this session to:
- Step through a detailed project methodology to learn how to map each project phase to key time management design, configuration, and testing activities.
- Understand the major deliverables of a time management project and learn to avoid the issues and unrealistic expectations that can slow down or impede the completion of each phase.
- Get best practices for designing time management structures and processes, whether you’re planning to use CATS, SAP Employee Self-Service (SAP ESS), time manager’s workplace, or external clocking systems to capture time.
- Get tips for choosing your time recording methods and developing a time management testing strategy, test matrix, and defect log to monitor the results of each test cycle.
- Bonus! Get a time management testing strategy framework and a template for configuring work schedule rules – available in your appendix files.
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Everything you ever wanted to know about the Cross Application Time Sheet (CATS)
Review the features and functions of SAP Cross-Application Time Sheet (CATS), including the latest CATS functionality in SAP ERP 6.0. Watch this session to:
- Know your options for entering data through CATS and see how both standard SAP R/3® transactions and SAP ESS services can use it.
- Walk through the process of entering, releasing, approving, and transferring time in CATS and get detailed advice for how to most effectively set up each step in your process.
- Understand the integration points between CATS and other SAP modules and see where the most important CATS data and configuration elements originate.
- Receive tips for how to best integrate CATS functionality with other applications or sources such as Web applications.
- Explore the variety of user exits available for you to tailor CATS processes to your business processes.
- Navigate new ways to troubleshoot and fine tune your CATS configuration.
- Bonus! Get a quick reference guide of CATS transaction codes, answers to frequently asked questions, and resolutions to common CATS error messages – available in your appendix files.
How to interpret and dissect SAP time schemas to address complex time evaluation processing requirements
Time schemas are among the most complex and least understood elements in SAP Time Management configuration. Watch this session to:
- Improve your SAP Time Management knowledge with an informative look at the inner workings of time schemas.
- Explore a typical time schema to review its main components and see how it processes even the most complex time evaluation requirements.
- Learn how to split and redesign time schemas by bundling related components into sub-schemas to make them easier to read and maintain.
- Explore how functions and operations are used to define the steps of a schema in greater detail.
- Examine specific examples of custom time functions and operations and gather expert advice on when and how to create them.
- See how the time evaluation log file created in transaction PT60 can be used to diagnose and correct time evaluation errors.
- Bonus! Get a list of standard SAP time functions and operations with related help texts and a sample time schema that has been organized into sub-schemas for ease of use – available in your appendix files.
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How to effectively handle leave of absence (LOA) in a global SAP deployment
Watch this session to:
- Get detailed guidelines for defining, tracking, and processing employee leave of absence (LOA) across a global SAP ERP HCM deployment.
- Examine the different LOA rules and regulations that exist in different parts of the world and gain an understanding of both common and unique regional definitions and policies that can impact your solution.
- Learn the key questions you need to answer before implementing a global LOA solution, including whether leave is paid or unpaid, whether you need to track accrued balances, and whether SAP delivers a country-specific solution such as FMLA Workbench for that region.
- Explore each of the different options available for implementing LOA in SAP and gain an understanding of how each affects the integration between Benefits, Time Management, Payroll, and Personnel Administration modules.
- Learn how to leverage Time Management absences and quotas to assist with tracking and payment of leaves.
- Get tips to analyze your Personnel Administration (PA) configuration to understand how both actions and employment status values play a large role in your ability to accurately track LOA.
Case study: How TIMET successfully meets complex union-specific requirements in SAP Time Management
Learn how TIMET has successfully configured SAP Time Management to handle unique union-specific time recording and calculation requirements in its multi-site, multi-contract organization. Watch this session to:
- Get tips to leverage default functionality in Time Wage Type Selection table (T510S), including generation of additional time, shift premiums, and multiple types of overtime, to minimize complexity of time schemas and rules.
- Learn new ways to use day types and daily work schedule class types in T510S to properly determine position, shift-type, and schedule-specific rules for generating wage types.
- Get detailed instruction to adjust how weekly overtime is calculated in order to allow late-night clock-ins to count as the next day’s time.
- Explore the methods used by TIMET to implement rules in time schema that allow for rolling sixth or seventh consecutive day calculations and rolling 24 hour overtime rules.
- Examine how to use time evaluation logs to perform a step-by-step trace of exactly how each time rule and calculation was processed.
- Bonus! Get a sample ABAP™ code and sample schema and rules configuration TIMET developed to address its complex union requirements – available in your appendix files.
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Case study: A comprehensive guide to designing and configuring SAP Shift Planning
This session offers lessons learned and best practices for configuring Shift Planning to produce schedules and minimize time entry in even the most complex scheduling environment. Watch this session to:
- Increase your knowledge of Shift Planning with a complete review of its necessary configuration components and critical integration points, including Personnel Administration, Personnel Development, Organizational Management, Time Management, and Controlling.
- Take a demo-based tour of the steps required to set up and execute Shift Planning, including creating requirements and qualifications, executing basic Shift Planning functions, and using automation strategies.
- Learn how to configure Shift Planning profiles, strategies, and priorities, and see firsthand how to use this configuration to determine strategies for automatic assignment.
- Understand how to define and configure shift groups to use color and font formatting and abbreviations to graphically indicate when certain conditions have been met.
- Bonus! Get detailed, step-by-step instruction that you can use to quickly and easily configure your own Shift Planning solution – available in your course book.
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