Todays Topic Well be taking a look at… Entering and Updating the Education Screen in SAP Degree and School Tracking
Todays Presenters Sadhya Sabatino SAP Trainer for the Johns Hopkins Health System
Session Segments Presentation – Sadhya will discuss the new Education collection screen (Infotype) in SAP. She will demonstrate how to review and update existing Education records, and how to create new and multiple records when needed. – During the presentation, your phone will be muted. Q&A – After the presentation, well hold a Q&A session. – Well open up the phone lines, and youll be able to ask questions. – Sadhya will answer as many of your questions as time allows.
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Agenda The new SAP Education screen (Infotype), increases our ability to reflect educational achievement in SAP. Improves the SAP role: HRPA - Unit Property Education Maintenance. Using the Education role: – Opening the Education SAP screen – Reviewing existing Education records – Updating existing Education records – Creating new education records – Creating multiple Education records – Education Infotype in the new ISR
The new SAP Education Screen (Infotype) Allows comprehensive recording of Degree(s), Graduation(s), Educational Institution(s), and Branch(es) of Study. Provides formal recognition of years of study when degree not obtained, or in process. Provides alphabetized list of accredited educational institutions for precise selection and reporting. Once Educational information entered, enables appropriate recognition of employee and institutional achievements
Replaces Previous SAP Education Screen New Education Infotype 9022 Replaces Education Infotype 0022 in the SAP Education role: HRPA - Unit Property Education Maintenance Precise information using drop-down lists, replacing previous free-form text
Using the Education Role
Opening the Education SAP Screen Click ECC to open the SAP Easy Access Menu. Open the Master Data folder listed to the left, and double click Maintain HR Master Data. Or, just type PA30 into the transaction code box at the top left of the SAP Easy Access screen.
The Maintain HR Master Data screen will open. The layout is identical to Display HR Master Data (PA20)…, Except the additional icons allowing you to create, change, copy… specific types of HR records.
Reviewing Existing Records Enter or search for an employees personnel number (PERNR). Press the Enter key on your keyboard to select that employees record. Click the selection box to the left of the Education infotype, or type 9022 into the Infotype box, and press the Enter key on your keyboard.
Click the Display icon in the upper left to view the most recent Education record. If Education record(s) already exists, the most recent will display in the Display Education screen. An initial default Start date (graduation date) will display as 1/1/2007. If no Education record exists, a message will display at the lower left of the screen. Display Education Screen
Alternatively, from the original screen, click the Overview icon to view a list of all Education records for an employee. If record(s) have already been entered, those will display as a list for that employee in the List Education screen. List Education Screen
Updating Existing Records From the Display Education screen: Click the green Back button to return to Maintain HR Master Data. Once back in Maintain HR Master Data, click the little pencil icon to Change the Education record that you just selected.
From the List Education screen: Click to select a record listed. Then, click the Change (pencil) icon at the upper left of that screen. This will take you directly to the screen which allows you to edit the selected record. We will look at the details of the edit screen when we review how to create a new record.
Creating New Records From the Maintain Master Data screen, once the employee, and Education infotype, have been selected, click the Create icon (image of a page of paper).
The Create Education screen will display with a new Education record. 1.On a new record, Start date will initially display as todays date. This should be replaced with the actual date of graduation. Note: The To date remains 12/31/9999 when entering these educational records. (No expiration date)
2. Degree will be blank. Click inside the box, and then click the search icon. 3. The current list of degrees available to select will display. Click to select the closest match for the degree earned. Note: If no degree has been earned for the study reflected in this record, select No Degree from the drop-down.
4.Years of Education is only to be entered if a degree has not yet been earned for the study reflected in this record. If No Degree was selected from the Degree list, then click the box and search icon to select from the Years of Education entries. Leave Blank if Degree has been selected
5. Select Institution to display and select from the formal listing of accredited institutions. 6. Select Branch of Study 1 to select the degree major, and Branch of Study 2 if a degree minor is to be formally recorded. Note: If there is a dual degree, such as M.D. / Ph.D., separate records should be created for each.
Creating Multiple Records The same process is repeated when multiple records are required. If an employee has more than one degree (such as B.A., M.A., Ph.D., M.B.A.…), individual records should be updated / created for each. Additional records can also be created to reflect significant study at an accredited institution even if a degree has not been earned, or is in process.
Education Infotype in new ISR Previous education records have been converted to the new, more precise, Education screen. We can now update pre-existing records (with new selection fields provided), and enter remaining information. In the future, the ISR will also have this screen included so that we can reflect it immediately upon a new hires record being created in SAP.
Conclusion The previous SAP Education role has been updated with a new screen (infotype 9022) – New screen reflects educational accomplishments of Hopkins employees. Update any records which already exist with the new information lists now available. Create new records to reflect degrees and years of study, which are not yet recorded in SAP. Maintain this information in PA30 as employees obtain additional degrees.
Resources SAP Help Desk or HR/Payroll Shared Services
Were going to open the phone lines now! There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line. Well be answering questions in the order that we receive them. Well also be answering the questions that were ed to us during the presentation. If theres a question that we cant answer, well do some research after this session, and then the answer to all participants. Q&A
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