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SAP Human Capital Management

Time Recording using CATS

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Objective

    • To gain understanding of the key business process of the Cross Application Time Sheet.

    • To gain understanding of the key terms and definitions of the Cross Application Time Sheet.

    • To gain understanding of the integration of CATS with other SAP modules.

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Agenda

►CATS - Introduction

CATS - Pre-Requisites

CATS - When and Why

CATS - Basics

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization

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Introduction

WHAT IS IT

        • Better Known as CATS and formally named as Cross

application time sheet.

        • CATS is a standard tool provided by SAP and is a cross

application component of the SAP R/3 System .

        • CATS is an integrated function that is used to enter actual

time data important in HR, PS, PM, CS, CO & MM –SRV

        • CATS enable to record time data in the time sheet for

Various Components on one central Screen, to collect

employees working times towards other SAP System

applications (target components) that receives and process

Employee or labor times

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Agenda

►CATS - Introduction

CATS - Pre-Requisites

CATS - When and Why

CATS - Basics

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization

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When & Why..……CATS !

  • When it is required to have a well equipped tool that meets every business

requirements and daily information flow is becoming increasing importance

particularly when it comes to collect times and activities spent on

different projects,events, sales processes or simply attendance at events.

  • When a business entity or a company has in real time to collect the time

entries of each employee that could be used by Administrative

assistants, Project leaders, Managers etc and each of business

requirement provided by a company,Market ,or Process..while other

functionalities of SAPHR module like Recruitment Process, Payroll

process etc. is out of scope or not required or not implemented.

  • When it is required to check the accuracy of time entries ,such as Validity

period, the budget status, and the quotas available.

  • When it is required to have a user friendly ,quick,simple,efficient , in

built approval and default values.

  • When the requirement of Seamless integration with other modules comes

in

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Agenda

► CATS - Introduction

CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization

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�CATS Basics �

CATS = Cross-Application Time Sheet

CATS uses the SAP Human Resources authorization concept

CATS may be updated via transaction code CAT2 or via a � company intranet Web site

The Time Sheet is a self-service application which allows both internal and external employees to enter their own working times. Alternatively, data can be recorded centrally in data entry office by an administrator

    • CATS may be used as the time transfer tool to update Human � Resources with hours worked by employee

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�CATS Basics �

CATS may be used to enter one-time � earnings/deductions for employees

Data entered in CATS may be set to require a procedure � for approval

Using CATS, it is possible to capture an employee’s time � across different cost centers, Project system objects like

WBS or networks and service orders

  • Update HR, CO, CS, PS and PM/CS (or a combination of

any or all of these) with time worked by employee by

activity

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Agenda

► CATS - Introduction

► CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization

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CATS –Prerequisites

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CATS Mini Master

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Personnel Actions: Mini Master

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Time Sheet Defaults

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Configuration of Data Entry Profiles

CONTENTS :

  • Structure of the data entry Profile

  • Configuration of data Entry Profile

  • Variants for the Data Entry Processes

  • Choose fields for the data entry profile

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Areas Controlled by the CATS Data Entry Profiles

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Data Entry Profiles : General Settings

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Data Entry profile : Time Settings

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Data Entry Profile : Person Selection

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Data Entry Profile : Cost Accounting Variant

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Data Entry Profiles : Default Values

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Data Entry Profile : Data Entry Checks

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Field Selection

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Agenda

► CATS - Introduction

► CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

► CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization

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CATS Process

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PROCESS

Contents :

  • Time collection ~ Using Work list or Direct

Entry(Mandatory)

  • Release Process (Optional)

  • Approval Process (Optional )

  • Transfer to Target components(Mandatory)

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Process Flow

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CATS Classic (CAT2) – Point of Entry

Enter transaction „CAT2“

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Entering Time Data

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CAT2 – Time sheet

Enter „ISP_PS“ the data entry profile, which

Determines the layout of the data screen

Enter „17053“ is the personnel number, which is unique to every employee

Then click on

the „Enter

Times“ Button

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Time entry sheet for Single person

This is a possible CATS entry sheet:

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Time Entry for Multiple persons

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The Time Sheet Work list

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CAT2 – Data Entry

Click here to „Save“ the entered times

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Processing Status of Time Sheet Data

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Entering Data for Several Personnel Numbers

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Approving the Time Data

Approving time Data

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Approval

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Approval using a workflow

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Processing Status

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Agenda

► CATS - Introduction

► CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

► CATS - Process

► CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization

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CATS - INTEGRATION OVERVIEW

CATS allows time-entries collection for further processing in SAP target modules. Therefore, one of the components listed below must be installed prior to using CATS. The time entries either can be provided individually or in combination with the target components. Inside SAP core components, nearly all modules can be filled with information through CATS. These include:

► Human Resources ( HR ): attendance, absences, and

remuneration information

►Project System ( PS ): confirmation for networks

► Controlling ( CO ): internal activity allocation

►CRM: Service order confirmations(Through Middle ware Integration)

►External Services ( MM-SRV ): entry of services performed by external

providers

► Plant Maintenance ( PM ): confirmation for orders)

►Customer Service ( CS, formerly Service Management): confirmation for orders

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INTEGRATION WITH OTHER SAP MODULES

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INTEGRATIO WITH OTHER SAP PRODUCTS

CATS is also integrated with the surrounding SAP

products, such as:

►Business Intelligence—Business Information Warehouse ( BW )

►Enterprise Portal ( EP )

► Internet Transaction Server ( ITS )

►CATS for Service Provider

► CATS Offline thanks to the Mobile Engine

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CATS

TIME-ENTRIES FOR PROJECT SYSTEM

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TIME ENTRIES to PS Using CATS

Pre- Requisites :

    • Project system Module should have been activated

    • Project should exists and structured either with Networks /Activities

or WBS elements

    • Respective object (Networks/Activities or WBS element) should have

released

    • Activities should have been assigned with Work Centers & Activity

types

    • Cats Mini Master with Data entry profiles

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CAT2 – Time Entry Project System

Click here to search for the network activity.

Having found the right network activity- select it

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Time Entries for WBS elements

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CAT2 – Time Entry for PS

Click here to „Save“ the entered times

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Transferring the Time Data

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CATS –Transfer to Project System

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Why to Transfer

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Time Sheet Data Transfer – Project System

Enter transaction „CAT5

Enter the personnel

Number e.g. 10753,

which is unique for

every employee

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Time Sheet Data Transfer – Project System

Mark „Log“, this determines the records displayed

By the system.

Mark „Test run, this determines whether or not

a test run is executed.

Then click „Execute“.

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Time Sheet Data Transfer – Project System

Note the confirmed postings

In the screen.

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Connection to the Target Component

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CATS –PS Confirmations

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Error Handling after data transfer to PS

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COST DETERMINATION & COST ASSIGNMENT

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PS – CO – CATS Integration for Cost Calculation

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Determining Actual costs

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Determining Costs Using the Plan Activity price of an Activity Type

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Assigning the Activity Price Using the Time Sheet

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Determining the Activity price using an SAP Enhancement

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CATS

TIME- ENTRIES FOR CO(Internal Orders)

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CATS- Internal Orders

Pre –requisites

    • Activation of CO Module in SAP

    • Internal order should have been created and released in Controlling

    • CATS Mini Master and Data entry profile should have been

Created

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Time-entries for Internal Orders

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CATS –Internal Order Approval process

  • Once the time sheet entries are entered in CATS they should be

Released and saved .

  • Once the time sheet is released , it routes through next process of

Approval

  • Once the times sheets are approved by the authority , they need to

be transferred to Internal orders for updating the actual costs and

actual hours to get updated.

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CATS –Transfer to CO

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Integration with CO(Internal Orders)

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Integration with CO(Internal Orders)

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Actual Costs for internal orders

  • There are three different ways of determining the costs:

 

  •  Determining costs using the plan activity price of an

activity type

 

  •  Assigning the activity price using the time sheet

 

  •  Determining the activity price using an SAP

enhancement

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CATS

TIME-ENTRIES FOR CRM

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CATS –CRM Pre - requisites

SAP CRM –ERP Integration

  • CRM -

1)Service Confirmation Management

2) Defined valuation types and service types that are used in confirmation items to determine different rates for billing transaction type for confirmation

3)Master Data

  • ERP –

1) CATS Mini master

2) Data entry profile

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Integration with CRM

CONTROLLING

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CRM > CATS Process flow

SERVICE ORDER

CRM

Server

SAP ECC

Create service confirmation

Maintain and Verify quantities and Durations

Maintain and Verify Accounting indicators service and Valuation types

Complete and Save Service Confirmation

System Transfers working time to Cross application time sheet(CATS)

System settles Costs to Controlling Objects

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  • Call Center Agents/Service Representatives and Field Service Engineers need to

record the number of hours they have worked on a specific customer reported

problem

  • These hours can either be covered by a service contract or billable to the customer

  • Regardless, these hours need to be reflected in the time sheet of � the particular employee in SAP HR

  • CRM Service provides the capability to upload labor hours entered by

an engineer/service representative to the time sheet in HR

To upload labor hours to the time sheet in SAP HR:

-The Labor hours have to be entered in the service confirmation

        • Along with this we can use the service type and Valuation type

Service Type could be values like “Junior, Senior, Platinum” and � Valuation Type could be “Regular Time” and “Overtime”

CRM -Time sheet Integration

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CRM -Time Sheet Integration

To upload labor hours to the time sheet in SAP HR: The engineer should be identified in the partner function “Executing Service Employee" with the appropriate personnel number stored in the BP master data

►The CATS data entry profile should be set up in the CRM plug-in in SAP ERP

This profile controls the behavior of CATS when integrating data from CRM

      • For example, if overtime hours are not allowed then the profile can be configured to raise an error

It is possible to control if the labor hours are posted into the time sheet or simply posted in the CATSDB table for the purpose of recording costs

This is controlled by customizing the mapping between Service Type, Valuation Type, and Attendance and Absence types

Two fields are used in SAP CRM – the service type and the valuation type. You have to maintain these at item level in the CRM document. The data is then replicated in SAP R/3 and assigned to an activity type there. It is required to assign an activity type to a CRM service type and valuation type for the service item for the Costs and Billing

Use transaction CAT2 to post data from CATSDB to the appropriate Account Assignment Object like the Internal Order

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Integration with MM-External Service Management

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Integration with HR Module

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Agenda

► CATS - Introduction

► CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

► CATS - Process

► CATS - Integration

► CATS - Benefits

CATS - User Interface

CATS - Authorization

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CATS – Benefits

In a nutshell, the key benefits of using CATS are:

►Single point of entry for all working time processes (less administrative paper

work )

►Release and approval process to enforce the CATS process-efficiency

►Large panel of interfaces provided for each type of employee ( sales representatives, managers, super users, end users, etc. )

►Real-time access to the information, making reporting more accurate

►Information provided to the employee can be defaulted

►Time Sheet can be Web-enabled

►Quicker follow-up on critical projects activities; enhanced billing process

thanks to weekly time collection

► Full integration with SAP products: SAP Enterprise Portal , Internet

Transaction Server , Business Information Warehouse , etc.

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Agenda

► CATS - Introduction

► CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

► CATS - Process

► CATS - Integration

► CATS - Benefits

► CATS - User Interface

CATS - Authorization

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CATS - User Interfaces

CATS – Classic

CATS Notebook

Web-based CATS

CATSXT

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Agenda

► CATS - Introduction

► CATS - Pre-Requisites

CATS - When and Why

► CATS - Basics

► CATS - Process

► CATS - Integration

► CATS - Benefits

► CATS - User Interface

► CATS - Authorization

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CATS Authorizations

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Thank you for your participation.