1. 17 Personnel Time Recording A Tutorial for Advisers/Key Users

2. © beas2009 / Page 2 This documentation and training is provided to you by beas gmbh. The documents are neither approved nor in any way acknowledged or endorsed by SAP. For SAP Business One, only the documentation and training officially released by SAP shall be binding upon SAP. SAP shall not be responsible for any content of this documentation and training and this documentation and training shall not be binding upon SAP in any way. The official current SAP Business One documentation and training for SAP Business One is available at http://service.sap.com/sbocustomer/documentation and http://service.sap.com/sbocustomer/training.http://service.sap.com/sbocustomer/documentation http://service.sap.com/sbocustomer/training

3. © beas2009 / Page 3 Requirements for this Tutorial What you should successfully master The basics of SAP The basics of be.as

4. © beas2009 / Page 4 Learning Targets After working through the lesson, you will be able to: Define work hours and shifts Monitor attendance Create time evaluations

5. © beas2009 / Page 5 Agenda Personnel Time Recording 1: General 2: Work with personnel time recording (PTR)

6. © beas2009 / Page 6 Human Resources Attendance – Master data :  Absence types  Hour rule  Shift definition  Day template  Time evaluation  Reports

7. © beas2009 / Page 7 Agenda Personnel Time Recording 1: General 2: Work with Personnel Time Recording (PTR)

8. © beas2009 / Page 8 Work with PTR Factory Calendar

9. © beas2009 / Page 9 Work with PTR Create new factory calendar

10. © beas2009 / Page 10 Work with PTR Shift definition  Start of work  Flextime  Fix idle times  End of work Start of work Core time End of work Tolerance Flextime Break 1 Break 2 Break 3 Flextime Tolerance

11. © beas2009 / Page 11 Work with PTR define shifts

12. © beas2009 / Page 12 Work with PTR Entry for automatical shift recognition

13. © beas2009 / Page 13 Work with PTR Hour rules

14. © beas2009 / Page 14 Work with PTR Shift schedule

15. © beas2009 / Page 15 Work with PTR Special shift extra rule

16. © beas2009 / Page 16 Work with PTR Automatical shift recognition Sa + So Special shift for this day ? (Human resources – special shift) Yes: use it. If not : Shift schedule ? (Human resources – standard work hours) ? Yes: use the defined rules If not : Is there a shift definition ? (Human resources) Yes: use it If not : Error message

17. © beas2009 / Page 17 Work with PTR Calculation of work time Only times within the defined shift time and beyond the defined idle time are counted Shift time including tolerance Pause 1 Pause 2 Registered Time Calculated Time

18. © beas2009 / Page 18 Work with PTR Attendance Present Vacation Sick Absent without permission Symbols in der report „currently present“

19. © beas2009 / Page 19 Work with PTR Monthly quota

20. © beas2009 / Page 20 Work with PTR Time evaluation. Write monthly values Monthly quota Is transferred

21. © beas2009 / Page 21 Work with PTR Configuration wizard

22. © beas2009 / Page 22 Work with PTR Reports  Free definable reports on:  Time evaluation, hourly timesheet, time per project / work station  Other Lists : Monthly working hours, absences, birthdays, holidays  Output in various formats for further processing: Crystal, Word, pdf

23. © beas2009 / Page 23 Work with PTR Reports In Time evaluation – Report definition you can adjust the report design and change the surcharge descriptions

24. © beas2009 / Page 24 Work with PTR Reports In the personal master you can define, which report definition to be used for evaluation. Alternatively this can be edited in time evaluation – report definition.

25. © beas2009 / Page 25 Work with PTR Reports In this way you can display fixed surcharges directly in the evaluation.

26. © beas2009 / Page 26 Summary You can now: Define work hours and shifts Monitor attendance Create time evaluations

27. Thank you for your cooperation!