Steps
1. On the Easy Access Screen, type ZPAA076 in the Command Field
2. Click Enter. The employee action request screen is displayed
3. Enter the following data:
a. Last Four Digits of EE’s Social
b. EE’s first and last name
c. Enter the Effective Date (should be defaulted to today’s date)
d. Action Type: New Hire
e. Reason: New Hire
4. Click Enter
5. Click Create
6. Enter the following data
A. Position Number, click the green check (from this the position details including the salary will populate)
B. *Salary (make sure you put something here or they will not get paid)
7. Observe that the Employee Group/Subgroup are marked appropriately
8. You would probably want to change this to reflect the New Hire Status (ie: training to perm, etc.)
9. Ensure the EE Group is correct
10. Ensure that the EE Subgroup is correct
11. Click the Enter button
12. Click the save button (the information that pops up is displayed with the assigned PCR number, make sure you write this PCR number down on your New Hire Paperwork)
13. Click the green check in the box to close the pop-up.
14. Click the Services for Object button (remember this box does not appear until you have saved the Employee Action Request)
15. Select Create>Create Note
16. Enter in your note title and note
18. Click the green check to close the notes. If applicable, close the notes icon menu.
19. Click Enter.
20. Click Save.
22. Click the green check button to close the Information pop-up.
23. Click the green arrow back until you get to the SAP Easy Access Screen.
23. From the Easy Access screen, click the SAP Business Workplace button.
24. Click the node beside Inbox to expand it.
25. *Before you process the PCR, make a copy of the note in order to paste it into the Actions by single clicking on the PCR, the double click on the Workflow Header to go to the Attachment List and copy the note
26. With the PCR still selected, click the Execute (or double-click the PCR line item). The system automatically takes you to the applicable screen for the Action (in this exercise, it is the Hiring Action screen).
27. On the Hiring Action screen, enter the following data:
A. Full Social
B. DOB
C. Gender
28. Click the Enter button and then the Execute button. The Personnel Actions screen
is displayed with an assigned personnel number
29. Write the new Personnel number (PERNR) on your New Hire Paperwork.
30. On the Personnel Actions screen, enter:
A. Effective Date
B. Select New Hire
31. Click the Enter button.
32. Click the Execute button.
33. Remember on this screen (Create Actions (0000)) that you must paste your note by going to edit and maintaining text.
34. Complete the following fields:
A. Position number IF it did not populate
34. Click the Enter and Save buttons.
*keep clicking save as needed to bypass warning messages
again.
36. On the “Create Personal Data” (0002) screen, enter in the following:
A. Marital Status
B. Gender if it didn’t populate
37. Click the Enter button
38. Click the Save button
39. Create Organizational Assignment (IT0001)
40. Click Enter and Save
41. Create Date Specification (IT0041), review for accuracy.
42. Click Enter and Save
43. Create Addresses (IT0006)
44. Put in permanent address and phone info
45. Tax screens (IT0207, IT0208, IT0209)
*These all default from the previous information you entered.
Review for accuracy and click enter and save through all three screens.
46. Create Withholding Info (*make sure you enter any allowances, additional withholding, etc)
47. Click Enter and Save.
49. Create Withholding Info (*make sure you enter any allowances, additional withholding, etc)
50. Click Enter and Save.
51. Create Addresses (0006) *you would enter both emergency and mailing addresses here
52. Create Monitoring of Tasks (IT0019)
*You are using the Monitoring of Tasks infotype to remind you of a task that you need to follow up on concerning the Education Verification.
53. Click Enter and Save
54. Create I-9 Residence Status (0094), place appropriate data here concerning Personal Identification.
55. Create Communication (IT0105) NOTE: This is the telephone number used in the NC Gov employee directory.
56. Create Planned Working Time (IT0007), check and make sure Planned Working Time is correct
57. Create Basic Pay (IT0008), make sure you enter in the reason here.
58. Click Enter and Save.
59. Possible subsequent Activities pop up
a. Click the green check to get to the enrollment screen.
b. Double-click the Automatic offer option in order for
TSERS to display.
c. Click the Enroll button.
d. Click Enroll again.
e. Click Continue.
f. Click the Back button (top of screen).
g. Click the red X to return to the data entry screen.
60. Create Bank Details (Required) (IT0009)
61. Enter in the EE’s bank info IMPORTANT: Only change an Employee’s bank details if you have documentation to do so from the employee, such as a direct deposit form signed by the employee which would include a bank deposit slip or voided check. You need to keep this
documentation after you make the change.
62. Create Additional Personal Data (IT0077)
63. Enter any additional personal data
64. Change Actions (0000) screen comes up, this is where you would enter in the EE’s Education.
65. Create Education (IT0022), enter in the EE’s education and whether it has been verified, if not, then a new monitoring of tasks IT will populate.
67. Subtypes for infotype Certification and Licensing
68. Click X to remove pop-up window, unless you have certifications to enter
This infotype is used when the position requires a specific certificate or license.
69. Create Objects on Loan (0040), this is where you would enter in the badge, cell phone, etc for the new employee. If it is more than one item remember you will have to add these items using PA30.
69. Click the Green Arrow Back button at the Personnel Actions screen (the system automatically returns you to Personnel Actions when you finish the last infotype within the Action)
70. Click on the Complete Work Item Box, then PA Action Completed.