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Participant Guide
Revised: 08/21/2014
Preface
This manual is based on the SAP R/3 System.
All rights reserved. No part of this publication may be reproduced or used in any form or by any
meansgraphic, electronic, or mechanical, including photocopying, recording, taping, or in
information storage and retrieval systemswithout written permission from the publisher.
This participant guide is for internal distribution only.
SAP is a registered trademark of SAP AG. Microsoft is a registered trademark and Windows is a
trademark of Microsoft Corporation.
About This Guide
This participant guide is intended to supplement instructor led training for the SAP R/3 system. It is
meant for you to use as a workbook during class and as a ready reference on the job. This guide is
not designed for self-study, nor does it replace or replicate SAP R/3 online help and documentation.
This participant guide includes several learning modules, each of which addresses a particular
business activity or task. Each module builds on the previous module.
Information regarding the execution of tasks in SAP R/3 is referenced in the participant guide.
Course Prerequisites
A basic understanding of the Windows environment is a prerequisite for this course. It is assumed
that you can use a mouse, are familiar with basic Windows elements such as the title bar, menu bar,
and scroll bars, and can select menu options and applications.
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Course Objectives
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Table of Contents
Chapter 1: Introduction to Time Entry.................................................................................................. 9
Lesson 1: Overview of the Time Entry Process.............................................................................. 11
Time Entry and Time Approval Guidelines................................................................................ 13
Stop a Transaction....................................................................................................................... 17
Lesson 2: SMART Find Express .................................................................................................... 18
Lesson 3: Time Entry Terminology ................................................................................................ 19
Chapter 2: Explain the CATS Time Sheet .......................................................................................... 21
Lesson 1: Login to SAP and the Time Entry Screen ...................................................................... 23
Lesson 2: Adding Transactions to Your Favorites Folder .............................................................. 24
Lesson 3: Explain the Time Sheet: Initial Screen ........................................................................... 25
Lesson 4: Explain the Time Sheet: Data Entry View Screen ......................................................... 27
Chapter 3: Enter Employee Absences and Attendance....................................................................... 31
Lesson 1: Setting Time Entry Default Settings............................................................................... 33
Lesson 2: Displaying an employees time sheet ............................................................................. 35
Displaying an employees time sheet when employee appears on the list................................. 36
Displaying an employees time sheet when employee does not appear on list.......................... 37
Lesson 3: Entering absences onto an employees time sheet ........................................................... 39
Lesson 4: Entering attendance onto an employees time sheet ........................................................ 43
Lesson 5: Uploading personnel number(s) in the Time Sheet: Initial Screen (CAT2) ................... 45
Lesson 6: Changing an employees time sheet ............................................................................... 46
Lesson 7: Display an employees absence quotas .......................................................................... 47
Chapter 4: Generating Standard Reports ............................................................................................ 49
Lesson 1: Running the Approved Positions for Employees Report (ZPOSITION) ....................... 53
Lesson 2: Running the Time Sheet Data Report (ZCADO) ........................................................... 55
Display and Print Time Sheet Data on the Report of Absence form .......................................... 55
Sending a Zcado report via email and saving as Excel ............................................................... 60
Lesson 3: Running the Display Absence Quota Information Report (PT_QTA10) ....................... 61
Setup the PT_QTA10 report to see all your department employees .......................................... 62
Print the PT_QTA10 report for your employees ........................................................................ 63
Lesson 4: Running the Personal Work Schedule Report (PT63) .................................................. 65
Appendix ............................................................................................................................................. 67
Warning or Error Messages ........................................................................................................ 69
Time Entry Contact List.............................................................................................................. 70
Frequently Asked Questions (FAQs) .......................................................................................... 70
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Attendance (positive time) must be entered into CATS for an employee to be paid!
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Time Entry Groups and How to Enter Their Time into SAP
Note: All positive time entry must be entered into SAP or the employee will not get paid!
Employee Group
Positive
Negative
Attend/Abs
Code
1st to 15th
(Main Position)
WKDY
(overtime)
COTE/COTU
(comp time
earned/used)
(Main Position)
Payroll
Period
When Paid
Time is Due
16th to
EOM*
1st to 15th
16th to
EOM*
20th to 19th
9th
20th to 19th
9th
(Main Position)
ADDA
EXTR
COTE/COTU
(comp time
earned/used)
*End of Month.
Comments
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Employee Group
Classified
Substitutes
Non-Classified
Employees
Positive
Negative
Attend/Abs
Code
Payroll
Period
20th to 19th
When Paid
9th
Time is Due
Comments
Non-Classified
positions:
Recreation Aides
Noon Duty Aides
Certificated Contract
Employees
1st to
EOM*
1st
1st
1st to EOM*
1st
20th to 19th
9th
(Main Position)
Certificated Contract
Employees
ADDA
or
EXTR
(Extra/Addl Duty)
Certificated Adult
Ed, ROP, and SUB
Employees
Certificated SUB
Employees
N&P
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Employee Group
Certificated Nonmanagement
Positive
Negative
Attend/Abs
Code
SCDO
Payroll
Period
1st EOM*
When Paid
1st
Time is Due
1st
(Open Calendars)
e.g., Resource
Teachers, Program
Facilitators, Program
Specialists.
Working Out of
Class and
Employees with
Additional Contract
Jobs
Classified
Management
(Open Calendar)
Certificated
Management
Comments
NWDY
1st to 15th
16th to
EMO*
15th and
EOM*
NWDY
1st to EOM*
1st
1st
(Open Calendar)
*End of Month.
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Stop a Transaction
You may have accidently run a job that you want to stop. This will instruct you on how to force quit
any transaction in SAP.
Step-by-Step
1. Click on the
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Positive Time
Entering actual time worked. For example: hourly employees or an extra or additional duty
assignment.
Quotas
Determines an employees entitlement to his/her sick, vacation, and all other leaves.
Time Administrator
The person assigned to enter time (attendance and/or absences) for employees under his/her
jurisdiction.
Time Reporting Method
This is the method of reporting attendance and absences in the CATS system (e.g., post positive
time for attendance or negative time for absences).
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Step-by-Step
1. From your desktop, point to the SAP logon icon and double-click.
The SAP Logon 710 screen displays.
2. Select SAP System and then click the Log On button. If this is missing, contact one of the
trainers at 386-2557.
3. In the Client field, verify that 300 appears.
4. In the User field, enter your user name (e.g., first initial, middle initial and last name).
5. In the Password field, enter your password. If this is the first time you are logging in to SAP,
your password is given by the IT Security Specialist at (909) 386-2557.
6. Click the Enter
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button.
button.
button
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Step-by-Step
1. In the Command field
then press the [Enter] key.
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Step-by-Step
1. From the Time Sheet: Initial Screen window (CAT2), select an employee and then click the
Enter Times
button.
The Time Sheet: Data Entry View window displays.
Standard Toolbar
Application Toolbar
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Check entries
This button will check to see if there are any errors in the
information that has been entered.
Check log
Use this button to run a check for errors before saving.
Legend
This button displays all activity that has been performed.
Settings
Use this button to set the default view in the Time Sheet:
Data Entry View (the defaults entered here set the parameters
to display all of the employees you are responsible for
entering time).
Target hours
Target hours are the expected or planned hours for the
employee's main position.
Reset entries
This button resets the time sheet screen to its original settings.
Insert line
This button will insert a new line for you to enter absences.
Delete line
After you have selected a line, this button will delete the line
from the time sheet.
Copy line
This button will duplicate a line from the time sheet.
Split line
This button will insert a line above the cursor with the same
attendance type.
Master Data
Use this button to navigate to the Quota Overview (PT50)
screen to view the current employees quota for sick leave and
vacation time.
Additional Assignment
This button is a shortcut to the ZPosition Report which
displays any additional assignments.
Previous Screen/Next Screen
Use these buttons to move forward to future time sheet
periods or backward two time sheet periods.
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First you will need to set up your default settings. Once the parameters are set, the employees you
are responsible to enter time for will automatically appear on your Time Sheet: Initial Screen. If this
list is incorrect, contact HR Certificated at 381-1101 or HR Classified at 381-1234 to have it
corrected.
Step-by-Step
Each time you move to a different site, you will need to change your default
parameters to display the new site's list of employees
1. From the SAP Easy Access menu, click System on the Menu bar. Point to User
profile, then point and click on Own data.
2. Click on the Parameters tab.
3. Scroll through the list and verify that the three codes listed below appear in the
list and that your administrator code and group code are listed in the Parameter
value column. If they do not appear, enter them on the next available row at the
bottom of the list.
Parameter ID
CVR
SAZ
SGR
Parameter Value
Z_TMADM
[your 3-digit administrator code]*
[your 4-digit group code]*
L01
ELEM
button.
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Step-by-Step
1. In the Command field, enter CAT2 and then press the [Enter] key. If your parameters are set
correctly, your employees will appear on the Time Sheet: Initial Screen.
Refer to Lesson 1 in this chapter (page 29) for instructions on how to set your default
settings so your employees will automatically appear in this screen.
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If the employees name does not appear on the list, refer to the Displaying an
employees time sheet when employee does not appear on the list instructions
that follow next in this lesson.
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To close the time sheet without saving changes, click the Cancel
then click OK to cancel time recording.
button and
Step-by-Step
1. From the SAP Easy Access menu, enter CAT2 in the command field and press
[Enter].
2. Click the Settings
Click on the Report pers. select option button. Make sure that the Variant
sel. report field is blank.
button.
button.
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Before you begin entering hours onto an employees time sheet, run the Approved
Positions for Employees report (ZPosition). The instructions to run this report are
found in Chapter 4.
Code
SICK
OOSL
VACA
OOVL
FUNR
BVMT
IAIL
JURY
PERS
SCDO
NWDY
FRLO
COTU
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Step-by-Step
1. Display the employees time sheet (CAT2).
Some employees have multiple position numbers. Make sure you enter the correct
position number for the hours you are posting.
6. Click in the first available cell below the A/AType (Attendance/Absence Type) column.
7. Click the List
button and select the desired absence code from the list (e.g., SICK, VACAVacation, SCDO-Scheduled day off).
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8. Click in the first available date column (e.g., TH 12/03) in which you want to enter time absent for
the employee.
Minutes entered must be a percentage of an hour. E.g., 45 60 = .75 (45 mins divided by 60).
15 60 = .25
Do not enter more hours than what is displayed on the Target Hours line.
Enter key.
You will receive an error message if the hours you are posting exceed their quota, the
hours do not coincide with the employees planned work schedule, or if you entered two
entries on one date. (Refer to the Warning or Error messages section in the
Appendix). To correct the error, change the number of hours entered or the Absence
Type and then press the Enter key.
11. Continue entering absences for the entire attendance period on the same time sheet. Use the
Prev Screen/Next Screen
month.
Use the same row in the time sheet for different days when the absence type is the same,
however use a different row when the absence code changes.
If you need to delete an entire row, select the row by clicking the gray box at the far left
of the row and then click the Delete Line
button.
14. Repeat Steps 1-13 until all employee absences and attendance have been posted.
15. Click the Back
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16. After all absences and attendance hours have been posted for all employees at your site, run the
Time Sheet Data Report (ZCADO) and have employee review and sign. Refer to Chapter 4,
Lesson 2 on how to run this report.
To make a note about the absence or attendance after you have input hours, click once
on the cell, then select the
icon in the tool bar. Make your note, it saves
automatically, use the back arrow to continue.
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Code
WKDY
SBUS
COTE
EXTR
ADDA
SUBS
OVTM
Step-by-Step
1. Display the employees time sheet.
Refer to Lesson 2 in this chapter for instructions on how to display an employees time sheet.
Employee not showing on your time sheet is also in Lesson 2.
2. Click in the first available cell below the Pers.no. column. Enter the employees personnel
number or employee ID (same # in the cell directly above).
3. Click in the first available cell below the Position column, and enter the employee's position
number. Refer to the Approved Positions for Employees (Zposition) report.
Some employees have multiple position numbers. Make sure you enter the correct position
number for the hours you are posting.
4. Click in the first available date column (e.g., TH 12/02) in which you want to enter time worked
for the employee.
SBCUSD Information Technology Department
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Do not enter more hours than what is what appears on the Approved Positions for
Employees (ZPosition) report.
6. Press the
Enter key.
You will receive an error message if the hours you are posting exceed their quota, the
hours do not coincide with the employees planned work schedule, or if you entered two
entries on one date. (Refer to the Warning or Error messages section in the
Appendix). To correct the error, change the number of hours entered or the Absence
Type and then press the Enter key.
7. Verify that the A/A column automatically populated with the correct attendance code. If it didnt,
click the drop-down arrow and select it.
8. Continue entering attendance for the entire attendance period on the same time sheet. Use the
Prev Screen/Next Screen
next month.
Use the same row in the time sheet for different days when the attendance type is the
same, however use a different row when the attendance code changes.
If you need to delete an entire row, select the row by clicking the gray box at the far left
of the row and then click the Delete Line
button.
button. You will see Your data has been saved on the status bar.
12. Run the Time Sheet Data Report (ZCADO) and have employee review and sign. Refer to
Chapter 4, Lesson 1 on how to run this report
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4. Click the Persons tab, Report Pers Select option, and then click the Continue
Time Entry: Initial Screen redisplays.
5. Click the
displays.
button. The
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Refer to Lesson 2 in this chapter for instructions on how to display an employees time
sheet.
3. If necessary, navigate
4. Click in the field you wish to change and make any corrections as needed (e.g., changing the
hours from 6 to 8, or absence type from sick leave to family leave).
If you need to delete an entire row, select the row by clicking the gray box at the far
left of the row and then click the Delete Line
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button.
button. You will see Your data has been saved on the status bar.
Step-by-Step
From Time Sheet: Data Entry screen
1. Display the employees time sheet.
Refer to Lesson 2 in this chapter for instructions on how to display an employees time
sheet.
3. In the Personnel no. field, enter the employee's personnel number and press [Enter].
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5. Select the Absence quotas tab to display the details of each type of absence quota for nonmanagement employees.
OR
select the Attendance quotas tab for management employees.
SICK Leave Rollover and VACA Leave Rollover are hours that rolled over from the previous
school year.
PERS-Personal Necessity Leave are the 7 days you get each year to use toward personal
necessity or personal business.
Entitl. Column Number of hours you had at the beginning of the current school year.
Rem. Column - Displays the available sick or vacation time you have remaining.
Requested Column How many sick and vacation hours you have used this year.
Contact the Payroll Department if you feel these figures are in error.
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button until you return to the Time Sheet: Data Entry Screen.
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A quick review of the reports used (the following pages explain how to run them):
ZPOSITION: this report is used to show an employees approved position(s).
The first column tells if this is the Main, Additional, Extra, Classified Sub, CerTificated Sub or
Unidentified Position. Position ID is very important; this tells HR what job the employee did at your
site. And then, the Rate, the Hours allowed to work and the budget they are paid from for this
position are listed.
ZCADO: This report is used mainly to show employees what is on their absence list for the next
paycheck. Have them sign and return this report, or make changes if necessary, so their paychecks
are correct.
PT_QTA10: This report is used to show employees their available sick and vacation time.
PT63: This report displays the date, day of the week, hours they are scheduled to work and start and
end times for the employee displayed. This report would provide valuable information if you are
unsure of what hours/days an employee is hired to work
If any of the reports fail to print in landscape, click the Properties button at the bottom of the
Print dialog box and select X_65_132 in the Format field. See #11 under the ZCADO report
for further details. Also check your printers dialog (properties) area.
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Step-by-Step
1. From the SAP Easy Access screen, enter ZPOSITION in the command field.
2. Click the Enter
button or press the [Enter] key. The Approved Positions for Employees
parameters screen displays.
3. In the Period area, select Current Month.
Delete dates
4. In the Other Period area, delete the dates in both date fields.
5. In the Restriction on Selection area, next to the Organizational Unit field, click on the
Multiple selection
button.
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8. Scroll down the screen until you see the Position Type Selection area.
9. Click to place a check mark next to the Main Position option. This will ensure that all
employees main position appear on the report. Use the other options if they apply.
10. Click the Execute
button.
11. The employees ID number, personnel number (Pers.no), position numbers (Pos ID) and Hours
(Hour) are shown on this screen.
You can sort your list by clicking on the heading to highlight it, and then right click to get the
options.
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Step-by-Step
Display and Print Time Sheet Data on the Report of Absence form
1. From the SAP Easy Access screen, enter ZCADO in the command field.
2. Click the Enter
/MASTER
3. In the Reporting period area, select Other period and then enter the beginning and ending
dates of the payroll reporting period (e.g., 01/01/2009 to 01/15/2009 or 02/01/2009 to
02/28/2009).
4. In the Display variant field, click in the blank white box, then click the possible entries button
, select
. This will print one employee per page.
5. In the Time administrator field, enter your 3-digit code (e.g., L01, RS4).
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If you want a print out of just 1 employee, leave the Time Administrator field blank and
enter the employees Personnel number in the Personnel number field (top of screen).
Right-click on any column heading to hide columns, hide totals, sort, set filters, etc.
7. Insert a stack of the SBCUSD Report of Absence forms* into your printer. You may have to
experiment a little to determine which direction to insert the forms into the tray.
*This form can be downloaded from the districts intranet Document Center: Login to the Staff Only
(intranet) area. From the districts home page click on e-Services, Document Center, Intranet,
Research & Technology, Research, Employee Technology Training, SAP.
8. Click the Print
button on the Standard
toolbar. The print dialog box displays.
9. In the Output device field, verify that Local
appears. If not, click the list
button and
select it.
10. In the Number of pages area, select Print all
to print all employees or Print from page to
print or reprint selected pages.
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You can select this box if you want to see your settings on your print screen.
11. Click the
If the report fails to print in landscape, click the Properties button at the bottom of the
Print dialog box and select X_65_132 in the Format field.
12. Hand the printouts to your employees and have them verify that the information is correct.
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13. If the information is correct, have them sign the form, keep a copy for your records.
If the information is not correct, research the issue and make corrections to the employees time
sheet. After the corrections have been made, reprint the report and have the employee sign it.
File the signed form along with the other signed forms.
Sample of employee time sheet printed on the SBCUSD Report of Absence form
The next page has a blank Report of Absence for you to print out and use. If you open the manual
electronically, you can print that page only.
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button.
button.
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Step-by-Step
1. From the SAP Easy Access screen, enter PT_QTA10 in the command field.
2. Click the Enter
3. In the Period area, select the Current year or if you want a certain time period select
Other period, and then enter the beginning and ending dates of the desired period in the
calendar fields. .
4. In the Personnel
number
field, enter the employees personnel number. To see your entire departments information, see
the instructions below.
5. Click the Execute
button.
The Display Absence Quota Information screen displays.
button.
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3. Scroll down the Selection options list on the left side and find the Time Recording
Administrator (see picture below).
4. Double click on it. This will insert the Time Recording Administrator field under the Selection
fields column (right side).
6. Click in the Time recording administrator field and enter your time recording admin code.
OR
Click in the Time recording administrator field, and then on the
icon.
8. Scroll down the list until you find your site code and double click on it. You should now see your
admin code in this field.
9. Click the Execute
button.
The Display Absence Quota Information screen displays with all your department employees.
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2. Click on /IND LIST. The Choose Layout screen disappears and you see the Absence quotas
displayed.
The print job will print your employees quotas on separate pages.
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Step-by-Step
1. From the SAP Easy Access screen, enter PT63 in the command field.
2. Click the Enter
3. In the Period area, select the period you would like to display (e.g., Other period 02/01/2013 to
03/01/2013).
4. In the Personnel number field, enter employees personnel number
5. Click the Execute
button.
This report displays the date, day of the week, hours they are scheduled to work and start and end
times for the employee displayed. This report would provide valuable information if you are
unsure of what hours/days an employee is hired to work.
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Appendix
Information found in this appendix
Error Messages
Who to contact when you have questions
Frequently Asked Questions
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button, or by accessing transaction PT50 from the SAP Easy Access screen.
____________________________________________________________________________
If you have made two separate entries on one date, the system will give you an error warning. If you
made a mistake, you can fix the error. However, there are employees that job share or have two
positions and the system may have given you the error erroneously. If this is the case, keep pressing
<ENTER> to get SAP to accept the hours entered and save.
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Attendance/Absence Codes
SAP Payroll Desk .................................................................................................. 381-1139
Position Numbers
Fiscal Services, Position Control ............................................. (909) 381-1159 or 381-1158
When I try to access CAT2, SAP tells me that I do not have authorization.
Check to make sure you are in Client 300.
Contact:
______________________________________________________________________________
Question:
When I go into CAT2, my list of employees is missing or is not correct.
Make sure the default settings are set up correctly as instructed in the Time Entry
Training Manual, especially after the client is refreshed.
Contact
Assessment and Accountability ................................................................ 386-2550
______________________________________________________________________________
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Question:
I am trying to enter positive time for my employee. SAP says "position is not
approved for employee "
Access your ZPosition Report and confirm the start and end dates of the employee's
position before contacting HR.
Contact:
_______________________________________________________________________________
Question:
When I am in CAT2, the target hours (the hours it shows per day that my employee is
allowed to work) are incorrect.
Contact:
______________________________________________________________________________
Question:
My employee's Personal Necessity/Extended Leave has been approved, but it is not in
the system.
You do have the approved paperwork.
Check transaction PT50 to make sure that the quotas are indeed missing, and if they
are missing:
Contact:
Contact:
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