Setting Up Quota Type Selection Rule Groups

Objective

After completing this lesson, you will be able to set up a quota type selection rule group to allocate rules to employees

Quota Type Selection Rule Group

You can use the quota type selection rule group to control the absence quota type selection based on the employee’s organizational assignment. By using different quota type selection rule groups, you can define different rules for quota selection.

The QUOMO feature determines the quota type selection rule group for manually accrued quotas using default values, and for quotas set up  by the report RPTQTA00.

You use the QUOMO feature to define which quota type selection rule group your employees are assigned to, based on their organizational assignment. In a subsequent step, you specify selection rules for the quota type selection rule group to control the absence quota accrual.

For example, salaried employees are granted a standard annual leave of 24 days per year. In contrast, hourly wage earners are granted 20 days of standard annual leave, with 2 days of additional leave. You set up the QUOMO feature to assign a different quota type selection rule group to the different employee subgroups, such as salaried employees and hourly wage earners. These quota type selection rule groups are each assigned quota selection rules that determine what amount of which quotas are to be proposed or accrued.

Note

The quota type selection rule group can also be assigned in the Time Evaluation schema to accrue absence entitlements, if Time Evaluation is in use.

Features – Maintenance

Features are objects within the SAP system that determine a particular value, called a return value or result, by querying various personnel or data structure fields.

This return value is used to determine default values or control certain system processes. In this way, features improve system flexibility.

You can use the following options to access feature maintenance:

  • Branch directly to feature maintenance in Customizing for Time Management or Payroll. The feature called depends on whether you are in the Time Management section of Customizing or the Payroll section of Customizing.
  • Call the feature maintenance transaction, PE03, directly. The Features: Initial screen is displayed.

Features are defined by the following elements, which must be maintained in the following sequence when creating a feature:

  1. Person responsible for the feature
  2. Documentation for the feature
  3. Country/component assignment of the feature
  4. Structure of the feature
  5. Decision tree for the feature

Decision Tree for the QUOMO Feature

In the decision tree for the QUOMO feature, you define which quota type selection rule group is valid for which employees. The decision rule in the feature can be structured according to various organizational elements, such as company code, personnel area, employee group, employee subgroup, and so on.

Decision trees can be simple or very complex, depending on their function, number of fields, operations, and the decision criteria included.

In the example shown in the following animation, the employee group is queried first; for the employee group 1(Active), the employee subgroup is queried. For the employee group 1 and the employee subgroup X0(salaried employees), the quota type selection rule group 20 is set. For all other employee subgroups (the otherwise node), the quota type selection rule group 25 is set. This enables you to differentiate between employees with different organizational assignments.

Note

If you prefer the table maintenance layout, you can switch to it by choosing View in the menu.

Set Up Quota Type Selection Rule Groups

Business Example

Employees are entitled to different quotas based on their position within the company. As the time administrator, you must ensure employees are assigned the correct quotas. To do this, you will use the QUOMO feature to automatically assign employees to a quota type selection rule group based on their position within the organizational structure.

Steps

  1. Indicate that your new absence quota type Leave is to be accrued manually, that is, not by using Time Evaluation.

    1. In Customizing, choose Time ManagementTime Data Recording and AdministrationManaging Time Accounts Using Attendance/Absence QuotasCalculating Absence EntitlementsAutomatic Accrual of Absence QuotasPermit Quota Generation Without Time Evaluation.

    2. Ensure the No generat. option is selected for your absence quota type 30+## Leave and quota type 70+##". Select the position pushbutton and enter ES grouping 1, PS grouping 01 and Abs. quota type 30+##. Repeat for quota type 70+##.

  2. Feature QUOMO:

    What does the QUOMO feature do, that is, what is its function? What is the return value of the feature and where is this return value referenced? How is the decision tree for the QUOMO feature structured in the training system? Which return value applies to your employees Karin Anderson (306992##) and Tom Johnson (306991##)?

    1. Function of the QUOMO feature:

      The QUOMO feature specifies which quota type selection rule group employees are to be assigned to depending on their organizational assignment. Quota type selection rules will be specified for this quota type selection rule group in a later step to specify how absence quotas are accrued.

    2. Structure of the decision tree of the feature QUOMO in the training system:

      In Customizing, choose Time ManagementTime Data Recording and AdministrationManaging Time Accounts Using Attendance/Absence QuotasCalculating Absence EntitlementsRules for Generating Absence QuotasSpecify Rule Groups for Quota Type Selection.

    3. In the Choose Activity dialog box, double-click Modify Feature QUOMO. The Process feature QUOMO: decision tree screen displays.

      Hint

      You can also maintain the feature directly by calling transaction PE03.

      The decision tree for the feature is already set up. Confirm the following details:

      • In the decision tree, the country grouping (MOLGA) is queried first.
      • Expand: 99 Other Countries; the system then queries the personnel area (WERKS).
      • Expand: WERKS Personnel Area; For the Personnel Area CABB, the BTRTL Personnel Subarea is queried.
      • Expand BTRTL Personnel Subarea; the system displays a list of Personnel Subareas.
      • Expand your Personnel Subarea TP##. The return value ##+30 is set. As a result of the configuration of this feature, the quota type selection rule group ##+30 applies to the employees in Personnel Subarea TP##.