SAP Human Capital Management

Time Recording using CATS

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.
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
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
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
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
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
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
 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 employees 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
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
CATS Prerequisites
CATS Mini Master
Personnel Actions: Mini Master
Time Sheet Defaults
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

Areas Controlled by the CATS Data Entry Profiles
Data Entry Profiles : General Settings
Data Entry profile : Time Settings
Data Entry Profile : Person Selection
Data Entry Profile : Cost Accounting Variant
Data Entry Profiles : Default Values
Data Entry Profile : Data Entry Checks
Field Selection
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
CATS Process
 PROCESS

Contents :

o Time collection ~ Using Work list or Direct

Entry(Mandatory)

o Release Process (Optional)

o Approval Process (Optional )

o Transfer to Target components(Mandatory)

Process Flow
CATS Classic (CAT2) Point of Entry

Enter transaction
CAT2
Entering Time Data
 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
Time entry sheet for Single person

This is a possible CATS entry sheet:

Time Entry for Multiple persons
The Time Sheet Work list
CAT2 Data Entry

Click here to Save the entered times

Processing Status of Time Sheet Data
Entering Data for Several Personnel Numbers
Approving the Time Data

Approving time Data

Approval
Approval using a workflow
Processing Status
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
 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
INTEGRATION WITH OTHER SAP MODULES
INTEGRATIO WITH OTHER SAP PRODUCTS

CATS is also integrated with the surrounding SAP

products, such as:

Business IntelligenceBusiness Information Warehouse ( BW )

Enterprise Portal ( EP )

Internet Transaction Server ( ITS )

CATS for Service Provider

CATS Offline thanks to the Mobile Engine

 CATS

TIME-ENTRIES FOR
PROJECT SYSTEM
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

CAT2 Time Entry Project System

Click here to search for the network activity.

Having found the right network activity- select it
Time Entries for WBS elements
CAT2 Time Entry for PS

Click here to Save the entered times

Transferring the Time Data
CATS Transfer to Project System
Why to Transfer
 Time Sheet Data Transfer Project
System

Enter transaction CAT5

Enter the personnel

Number e.g. 10753,
which is unique for
every employee
Time Sheet Data Transfer Project
System

Then click Execute.

Mark Log, this determines the records displayed

By the system.

Mark Test run, this determines whether or not

a test run is executed.
Time Sheet Data Transfer Project
System

Note the confirmed

postings
In the screen.
Connection to the Target Component
CATS PS Confirmations
Error Handling after data transfer to PS
COST DETERMINATION & COST ASSIGNMENT
PS CO CATS Integration for Cost Calculation
Determining Actual 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
 CATS

TIME- ENTRIES FOR

CO(Internal Orders)
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
Time-entries for Internal Orders
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.
CATS Transfer to CO
Integration with CO(Internal Orders)
Integration with CO(Internal Orders)
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
 CATS

TIME-ENTRIES FOR
CRM
CATS CRM Pre - requisites

SAP CRM ERP

CRM -
Integration
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
Integration with CRM

CONTROLLING
CRM > CATS Process flow

S
Maintain
Maintain
C e Create and Verify
and Verify
S r service quantities
Accounting Complete and
R v
confir and
indicators
service
Save Service
Confirmation
E O mation Durations
and
M e Valuation
R R r types

V D
System Transfers working time
I E to Cross application time
S E sheet(CATS)
C R
A C
E System settles Costs to
P C Controlling Objects
CRM -Time sheet Integration
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

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
Integration with MM-External Service
Management
Integration with HR Module
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics

CATS - Pre-Requisites
CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
 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.
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics
CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
CATS - User Interfaces

Web-based CATS
CATS Classic

CATS Notebook
CATSXT
 Agenda

CATS - Introduction

CATS - When and Why

CATS - Basics
CATS - Pre-Requisites

CATS - Process

CATS - Integration

CATS - Benefits

CATS - User Interface

CATS - Authorization
CATS Authorizations
Thank you for your participation.