IT2406

Performance Task
SAP HCM Payroll
Objective:

At the end of the exercise, the students should be able to:

 Create payroll for a new employee using an enterprise system

Requirement:

 Microsoft Word

Directions: Perform what is asked to provide the required information in the following items. (100
points)

SAP Fiori: https://m31z.ucc.ovgu.de/sap/bc/ui2/flp

Before starting the payroll process, a new position of Marketing Manager has to be created. After
this, a new employee will be hired to fill the position. (45 mins)

This exercise describes the process for a payroll. This establishes the basic connection between
the information of hiring employees and the creation of the payroll.

Task 1: Creating a new position within the organizational structure of the marketing department
as a Recruiting Officer (10 mins)

1. To create a position, click the dropdown in the Human Capital Management area and
Choose the
Payroll page. Go to the Recruiting Officer role and select the Create Positions app.

2. Change the previewed periods to be able to create positions which are valid for the past.

Therefore, please click and enter 1st of the last month as the start date. Also, enter

one year in the future as Preview period. Click on .

3. The positions should be created in the department ### Marketing (### represents your
LEARN-### account number). Therefore, please go to the window Find by on the left side
of the screen. There, click on Organizational unit  Search Term, enter the search term ###

Marketing in the name entry field and press . The search result should be
displayed in the Hit List window on the left side of the screen.

4. Please choose your organizational unit by double-clicking so it appears on the right side of
the screen.

5. In the detail area, the basic data of your organizational unit ### Marketing is displayed.

6. Highlight your organizational unit and click on in the context menu. In the upcoming
screen Choose Relationship, choose .

02 Performance Task 1 *Property of STI

Page 1 of 10
 IT2406

7. A new position was created underneath your ### Marketing department.

02 Performance Task 1 *Property of STI

Page 2 of 10
 IT2406

8. On the bottom of the screen, the details for the new position are displayed. There,
please enter the abbreviation ### MM for the position and ### Marketing Manager as the
name. Please activate the check box Head of own organizational unit.

9. In the Valid from field, the 1st of the last month was automatically entered, provided you
adjusted the start date accordingly at the beginning.

10. Press to save your new position. As you may have noticed, the overview area
has already updated during editing.

11. Click to return to the SAP Fiori Launchpad. Confirm any warning messages
from your browser with OK.

Task 2: Creating a new bank to be used as a house bank for the new employee as Payroll Officer (5
mins)

1. To create a bank, click the dropdown in the Human Capital Management area and choose the
Payroll
page. In the Payroll Officer role, select the Manage Banks app.

2. To create a new bank select .

3. Choose DE for Germany as Bank Country. As Bank Key enter 12030### (replace ### by
your group/computer number). This Key represents the Bank identifier code of the new
bank.

4. For Bank name, enter Deutsche Kreditbank AG. For Region, type 11. For Street, enter
Taubenstraße 7-9, and enter 10117 Berlin for City. As SWIFT/BIC enter BYLADEM1001 and
as Bank number, reenter the Bank Key. Confirm your entries by pressing Enter.

5. Press to accept your data and create the bank. The system issues a corresponding
message.

6. Click to return to the SAP Fiori Launchpad. Confirm any warning messages
from your browser with OK.

Task 3: Hiring a new employee for the ### Marketing Manager position as Recruitment Officer (5
mins)

1. To hire a new employee, click the dropdown in the Human Capital Management area and
choose the
Payroll page. In the Recruiting Officer role, select the Hire Employee app.

2. Select the personnel action Hiring and make sure that the Personnel number field is empty.

3. Press to apply the personal action.

4. The action shall start at the 1st of the current month. In the section Organizational assignment,
use the value help symbol in the field Position.

02 Performance Task 1 *Property of STI

Page 3 of 10
 IT2406

5. In the popup that opens, search for your position ###* and then select the ### Marketing
Manager.

6. Confirm the selection with . As Personnel area, enter HH00 (Hamburg) and the
Employee group is
1 (active).

02 Performance Task 1 *Property of STI

Page 4 of 10
 IT2406

7. Because the new employee is the head of his department, he will join the Employee
subgroup DS
(Executive employee). Confirm your entries with Enter.

8. Press to save the action. You will be automatically directed to the next screen.
Write down the personnel number of the employee, which you can find in the upper part
of the screen in the Personnel.No. field.

9. In the Create Personal data InfoType, please determine the title and enter a last name (must
begin with an M for the case study) and first name of your choice. Enter 03/26/1983 as the
date of birth and specify DE German as language and nationality. Finally, you can select
the appropriate gender if you wish. Remember the gender as it will be the basis for the
insurance later.

10. Press to confirm your data for this InfoType. You will be automatically redirected to
the next InfoType again.

11. In the Create Organizational Assignment InfoType, SD00 should already be specified as a
personnel subarea in the Enterprise structure area, otherwise correct this. Furthermore,
select 00 Worker, Others as the employment relationship (Contract).

12. Select , the Delimit Vacancy popup opens.

13. Confirm the delimitation of the vacancy of your position by

clicking on .

14. In the Create Addresses InfoType, enter data of your choice for the street and house number
in the associated field. Enter Kiel as the city and 24103 as the postal code. The country
key is selected automatically.

15. Continue by pressing .

16. In the following InfoType, the working time can be determined. The employee has a full-
time job, so nothing needs to be changed here.

17. Click to move on to the next InfoType.

18. In the following InfoType the Basic pay for our employee is set. In the section Pay scale,
choose 90 Festgehälter (fixed salary) as Type, 07 (Hamburg) as Area and the Group 001
with Level 01. After accepting your entries with Enter you can see an amount for the
payment of 3,500 Euro.

19. To move to the next InfoType, save your entries with .

20. In the following InfoType the bank account for payment is created. Choose as Bank Key
12030### and enter an eight digit number as Bank Account. Type Salary as purpose.

21. Click to save your data and continue.

02 Performance Task 1 *Property of STI

Page 5 of 10
 IT2406

22. In the Create Capital Formation InfoType, enter 26.00 EUR as the amount. Use the value help
icon to select the Building Soc. Saving investment type.

02 Performance Task 1 *Property of STI

Page 6 of 10
 IT2406

23. Switch to the Payee data tab.

24. Use the value help icon to select Badenia Bausparkasse GmbH as the recipient. Confirm
the selection with Enter to have the remaining fields filled automatically. As you can see,
the reason for payment is generated from the personnel number and the last name.

25. To move to the next InfoType, save your entries with .

26. In the following InfoType, the relevant fiscal data is maintained. Enter 12345678995 as Ident.
No. As Municipal.. enter 01002000 and for Tax Office 2119. The Tax class of your employee
is 1 and he does not have to pay Church Tax (00).

27. In the section Further Data, choose Schleswig Holstein as Church Tax Area.

28. Continue by pressing . The Create Social Insurance D InfoType appears.

29. The employee should be insured with Barmer Ersatzkasse. Use the value help icon next
to Health Ins. Fund to select this health insurance company.

30. The pension insurance number varies depending on whether the employee you created is
a man or a woman. Enter 26260383M506 as the pension insurance number if it is a
woman. For a man, enter 26260383M005.

31. Furthermore, there is no requirement to submit the SI Statement.

32. Click to save your data and continue.

33. In the InfoType Create DEUEV, use the value help icon next to the first filed of the
Current Position. On the pop-up, input Führung* as Position Text. Choose Führungskräfte –
Werbung & Marketing from the list.

34. For the second field in the Current Position, use the value help icon and select
Marketingleiter/in (92194/005) as the profession.

35. Your new employee finished school (Education) with a 4 (Abitur/Fachabitur). As Vocational
Train, choose 3 (Master Craftsman/Technician or Equivalent Qualification). As
ContractForm, enter 1 (Full- Time – Permanent).
36. To move to the next InfoType, save your entries with .

37. The next InfoType, Create Contract Elements, as well as the following InfoTypes, Create

Monitoring of Tasks, and Create Absence Quotas, can be transferred unchanged with .

38. In the Create Workers’ Compensation InfoType under the WCA and HP area, choose 31 for
WC (Administration WCA) and 01 for HP (Officer Personnel).

39. Click to end the setting and automatically return to the Personnel Actions initial
screen.

02 Performance Task 1 *Property of STI

Page 7 of 10
 IT2406

40. Click to return to the SAP Fiori Launchpad. Confirm any warning messages from
your browser with OK.

02 Performance Task 1 *Property of STI

Page 8 of 10
 IT2406

Task 4: Simulating a payroll for the recently hired Marketing Manager as Payroll Officer (10 mins)

1. To simulate a payroll run, click the dropdown in the Human Capital Management area and
choose the
Payroll page. Go to the Payroll Officer role and select the Simulation Payroll app.

In general, payroll is concerned with calculating the remuneration for the work performed
by each employee. It includes a variety of processes, including the preparation of payroll
results and salary statements, as well as transfers or payments to employees.

2. In the section Payroll period, choose D2 as Payroll Area using the value help icon .
Change the current choice to Other period and choose the following month (MM-YYYY) as
the period for the payroll. Press Enter.

3. In the section Selection, enter the Personnel Number of your Marketing Manager and choose
D2 as Payroll area again.

In case the personnel number was not written, use the value help icon and use the name
to search for your personnel.

4. In the lower section Remuneration statement parameters, select Layout for Remun. Statement
and use the value help icon to select SAP&CALC.

5. Press to run the simulation. After a short calculation time, the result will be
displayed. Provide a screenshot of this.lengthy payroll.

As you can see, the total gross matches the employee's fixed salary and the contribution
to capital formation. In addition, there is a list of the deductions customary under
German law for determining the net salary. These include wage tax and the solidarity
surcharge, as well as social security contributions.

You will recognize various positions that were included in the previous hiring process.
These include, for example, the 26.00 euros for capital formation at Badenia
Bausparkasse GmbH or the Barmer Ersatzkasse health insurance fund.

6. Click to return to the SAP Fiori Launchpad. Confirm any warning messages from
your browser with OK.

Conclusion:
In at least three (3) sentences, comment on the content of the payroll receipt in Task 4.

Reminders:
 There are two (2) screenshots required throughout the exercise.
 Consolidate the screenshot with the label and the conclusion in an MS Word file.
 Call on the instructor to check your outputs before submitting a PDF copy on eLMS.

02 Performance Task 1 *Property of STI

Page 9 of 10
 IT2406

GRADING RUBRIC:
Excellent Good Fair Poor
Criteria Points
4 3 2 1
The
The student The student
Completenes The student did all student
missed a few of missed most of the /40
s (x10) the
the requirements. requirements.
missed all
requirements. of the
requirement
s.
The
The student The student The student
student
Screenshot provided the provided the provided the
provided /20
(x5) correct and correct but incorrect but
the incorrect
complete incomplete complete
and
screenshots. screenshots. screenshots.
incomplete
screenshots.
The explanation is
The explanation The
The explanation is somewhat clear,
Conclusion is clear, with explanation is
clear, with coherent with only a few /20
(x5) supporting details.
mostly coherent coherent
unclear, with
supporting no supporting
supporting
details. details. details.

Total Score /80

02 Performance Task 1 *Property of STI

Page 10 of 10