Setting Up Validity and Deduction Intervals

Objective

After completing this lesson, you will be able to set up validity and deduction intervals

Validity and Deduction Intervals

You can determine absence entitlements using default values or accrue absence entitlements using the RPTQTA00 report. Validity and deduction intervals (periods) for the quota types must be defined.

You determine default values for the validity period for each quota type selection rule group. This means that the same validity period is proposed for all quotas that are proposed for each quota type selection rule group. You set these default values for the validity period for each quota type selection rule group in Customizing in the Set Up Automatic Accrual Using Report RPTQTA00 activity.

The default value for the deduction interval is determined for each quota type. The start and end times for a deduction are defined relative to the validity start and end dates. You set these default values for the deduction period in Customizing in the Determine Validity and Deduction Periods activity. The name of the Customizing activity reflects the fact that the validity interval is also specified for the quotas accrued in time evaluation.

Set Up Validity and Deduction Intervals

Business Example

As the time administrator, you have completed the setup of a new absence quota type 30+##, for the employees of your company. Because this absence quota type is to be valid for the current year, you must now set up the validity interval. Employees must take this quota by the end of March of the following year. You must also set up a deduction interval to ensure the quota is handled correctly in the system. Employees are not permitted to use any of the new quota until they have completed their probationary period. You must set up this restriction.

Define validity and deduction intervals using the quota type selection rule 30+## and absence quota type 30+##.

Steps

  1. Define validity and deduction intervals (30+##). Use the current calendar year as the validity interval for the quota. The quota can be deducted from the start of the validity period until March 31 of the subsequent year. In addition, quota deduction cannot begin until after an employee’s probationary period is completed.

    1. In Customizing, choose Time ManagementTime Data Recording and AdministrationManaging Time Accounts Using  Attendance/Absence QuotasCalculating Absence EntitlementsSetting up Methods for Quota AccrualSet Up Automatic Accrual Using Report RPTQTA00.

    2. In the Choose Activity dialog box, choose Set Validity Interval for Quota Accrual.

    3. Choose the New Entries pushbutton and enter the following data:

      FieldValue
      ES grpg (Employee subgroup grouping) for time quotas1
      PS grpg (Personnel subarea grouping) for time quotas01
      Quota type sel grp (Quota type selection rule grouping)30+##
      Valid from dateCalendar year: Beginning
      Valid to dateCalendar year: End
    4. Save your entries.

      Note

      The validity interval for the quota to be accrued is defined for a quota type selection rule group. Consequently, the same validity interval is the default for all quotas with this quota type selection rule group (according to rules).
  2. Define the deduction interval.

    1. In Customizing, choose Time ManagementTime Data Recording and AdministrationManaging Time Accounts Using  Attendance/Absence QuotasCalculating Absence EntitlementsRules for Generating Absence QuotasDetermine Validity and Deduction Periods.

      Note

      As stated above the validity interval will be the same for each quota group as defined in feature QUOMO. However each quota type within the group could have different deduction intervals. Therefore, in this next step it is only necessary to define the deduction intervals here. The same validity interval for all quotas within the group has already been created in the prior step.
    2. Choose the New Entries pushbutton and enter the following data:

      Note

      Since there may be similar names for tasks on infotype 0019, turn your keys on to be sure to select subtype 01 Expiry of Probation. To do so, choose Customizing of Local Layout -> Options -> Interaction Design -> Visualization 1. In the right panel, under Control select both checkboxes Show keys in all dropdown lists and Sort items by the Key. At the bottom of the dialog box choose Apply and OK. You can now see the key for the subtypes of infotype 0019 in the possible entries list. Note: The entries will not be sorted until you refresh your screen.
      FieldValue
      ESG Time quota types1
      PS Grpg Tm Quota Typ (Personnel subarea grouping for time quotas)01
      Absence quota type30+##
      Deduction fromSelect Start of validity interval
      No deduction beforeSelect 01 Expiry of probation
      Deduction toSelect End of validity interval
      Relative position3 months
    3. Save your entries.

      Note

      Unlike the validity interval, the deduction interval is determined for each quota type. In this way, a deduction interval can be set for individual quota types.