management_global_employees.pdf

Management Global Employees (SAP 4.7) K. Ng Nguy uyen en – Tu Mar 2006

Quick References

Management Global Employees Framework Application

Management of Global Employees & Payroll for Global Employees

Conceptual

Concurrent Employment Model

Technical

Infotype Frame Work / Logical Logical Database Database Introduction of PNPCE Database

K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Management Global Employee’s Infotypes         

0702 – Docu 0702 Docume ment nts s 0703 – Documents Documents on Dependan Dependants ts 0704 – Informatio Information n on on Depend Dependants ants 0705 – Informatio Information n on Checklists Checklists 0706 – Compens Compensation ation Package Package Offer Offer 0707 07 07 – Activ Activati ation on Inform Informati ation on 0708 – Details Details on on Global Global Commutin Commuting g 0710 – Details Details on on Global Global Assignme Assignment nt 0715 – Status Status of of Global Global Assignmen Assignmentt K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Scenario: Global Assignment (Non-Concurrent (Non-Concu rrent Employment) 

The process consist of three stages  

Planning Global Assignment Stage Activation of Host Assignment Stage 



Run two action types. One to activate host assignment, the second to inactivate home assignment via standard change of position action. To assist with the two actions execution, in the action configuration, check the last column will allow you to execute two actions at the same time.

Activation of Home Assignment Stage, upon completion of host assignment 

Run two action types. One to active home assignment, the second to inactivate / widthdra widthdrawn wn host assignme assignment. nt.


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Scenario: Global Assignment (NonConcurrent Employment) Cont’d 

John Doe is an employee of XYZ company. He is based out of the Singapore office. The US office has a need for John Doe skill and have asked him to accept the a global assignment to the US.


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Planning Stage 

Planning Global Assignment 

Execute Action: Planning Global Assignment  





IT0000 Employment Status = Withdrawn IT0715 Global Assignment = Planning

During the execution of the “Planning Global Assignment” action, John Doe will receive a new PERNR and this record status will be set to “withdrawn”. This action will create global assignment related infotypes         

0702 – Documents 0703 – Documents on Dependants 0704 – Information on Dependants 0705 – Information on Checklists 0706 – Compensation Package Offer 0707 – Activation Information 0708 – Details on Global Commuting 0710 – Details on Global Assignment 0715 – Status of Global Assignment

John Doe Personal ID: 1000023

Singapore Assignment

US Assignment

PERNR: 1000053

PERNR: 1000054

Currently Active Record IT0000 Emp Status = Active K. Nguyen-Tu -- http://www.saphelpbykevin.com

New record, with new PERNR attached to the PERID. IT0000 Emp Status = Withdrawn during planning stage. 6


Technical View (HRP1001) Object Type: CP (Central Person)

John Doe Personal ID: 1000023 y d B e l f i l I s – 0 9 : 2 p i s h o n i t l a R e


US Assignment

PERNR: 1000053

PERNR: 1000054

Object Type: P (Person)

Object Type: P (Person)

EXAMPLE SCREENSHOT: Note the ID does not match up to chart above, as they as sample data


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Technical View (cont’d) 

Table T77S0 flag determines how the CP object ID are generated.


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Planning Global Assignment John Doe Personal ID: 1000023


US Assignment

PERNR: 1000053

PERNR: 1000054



IT0000 – Action



IT0000 – Action



IT0001 – Org Assignment



IT0001 – Org Assignment



IT0002 – Personal Data



IT0002 – Personal Data



IT0007 – Time Eval



IT0702 – Documents



IT0008 – Basic Pay



IT0703 – Documents on Dependants



IT……



IT0704 – Information on Dependants



IT0705 – Information on Checklists



IT0706 – Compensation Package Offer



IT0707 – Activation Information



IT0708 – Details on Global Commuting



IT0710 – Details on Global Assignment

 IT0715 – Status of Global Assignment K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Planning Stage Personnel Assignment - PERNR Person ID - PERID

Emp Status: Singapore Record Active US Record Withdrawn


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Planning Stage Infotype 0706 – Compensation Package When you execute the “Planning Global Assignment”, you are required to complete infotype 0706, compensation package. It will outline base salary, Meal allowance, car allowance, etc.. 

Upon execution of “Activate Host Assignment Action”, information in this information will be used to automatically creating IT0008, IT0014, and IT0015 for the active host record. 



The currency conversion happens on the date of creating the 0706

Infotype 0707 – Activation Information By creating this infotype, tell the system home currency or host currency fluctuate and is unstable. You could specific of the two, which one is the stable current or the % of it is stable. When the record gets activated, it will re-check the currency conversion value and obtain the most recent currency conversion to create the associated pay infotypes. 


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Planning Stage Infotype 0710 – Details of Global Assignment 

It contains detail information relating to the global assignment. Expected Start Date and Duration. It will auto calculate the return date 



Your Home Assignment record linkage

Family Status. Specify whether your family will go with you, stay in your home country, etc 

The type of assignment, Promotional Assignment, Transfer Assignment, etc 



Type of Global Assignment. Expat, Global Resources, etc

Your International Administrator. Only your international administrator will be allowed to update infotype 0705 – Checklist. The check list contains required documents you need to complete prior to activating your assignment. Such as Visa, Passport, etc. If your International Administrator is specified in your Host Assignment records, it means only they have access to update your host assignment records. Vice versa with home assignment record. 


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Planning Stage Infotype 0715 – Status of Global Assignment As part of the “Planning for Global Assignment” action, you have to set the status of the Host Country subtype to “Planned”. You could introduce as many status as you need. The only required statuses are: “To Be Activated” and “In Progress”. 

Prior to executing the “Activate Host Assignment” action, the status for this infotype needs to be set to “To Be Activated” 


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Activation Host Assignment 

Activation Of Host Assignment    



John Doe has accepted the global assignment Approvals completed All documents are in check Now we are ready to activate the host assignment record by executing action “Activation of Host Assignment” Afterwards, need to execute a change of position action where you make the home assignment record “inactive”. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Activation Host Assignment Execute Action: Activation Host Assignment   



IT0000 Employment Status = Active IT0715 Global Assignment = In Progress

This action will  







Activate the host assignment PERNR Transfer Compensation Package (IT0706) values and auto create and populate IT0008, IT0014, and IT0015 Create IT0715 on the home assignment record with the status of “To Be Activated” Change IT0715 on the host assignment record with the status of “In Progress” Create any additional country specific infotypes, you need to configure that in your action.

John Doe Personal ID: 1000023


US Assignment

PERNR: 1000053

PERNR: 1000054

Currently Active Record IT0000 Emp Status = Active K. Nguyen-Tu -- http://www.saphelpbykevin.com

Action with switch from W ithdrawn status to Active status. IT0000 Emp Status = Active while actively on host assignment. 15

Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Activation Host Assignment Auto Create IT0008, IT0014, and IT0015 As part of the functionality, upon execution activation host assignment, the system will uses the information from IT0706 Compensation Package created during planning stage and create the associated infotypes 



It will handle currency conversion prior to creation

IT0008 Creation

IT0015 Creation


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Activation Host Assignment Infotype 0715 – Status of Global Assignment The activation of Host assignment will switch the host record IT0715 status to “In Progress”, while at the same time create a home record IT0715 status to “To Be Activated”. This will be used upon completion of host assignment and activation of home assignment. 

Host Assignment Record with status as “In Progress”

Home Assignment Record with status as “To Be Activated” Attached is the Host Assignment Personnel Number (PERNR)


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Activation Of Host Assignment 



After completing the activation of host assignment action, you will need to execute a separated action to switch the home assignment to inactive status in IT0000. Or else, the system will leave the record in active status, emulating a concurrent employment functionality. Upon completing the host assignment, there is an action type to activate the home assignment. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Repatriation 

Repatriation 

A new assignment may be identified for the global employees prior to the end of his current global assignment. 



John Doe at that point could move on to the new global assignment or return home (repatriation).

As the result, the global employees is either reintegrated into his home assignment or sent on another global assignment 

Relocation process can starts again. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Activation Home Assignment 

Activation Of Home Assignment  



 

John Doe completed his oversea assignment and ready to return home Now we are ready to active his home assignment and update IT0715 status during the process. During the host assignment, his home assignment employment status remained “active”. This action is to change his IT0715 for his home assignment from “To Be Activated” to “In Progress”. In addition, introduce any tax related infotypes due to his oversea assignment. This will also change his Host Assignment IT0715 status to “Completed” Upon completion of your global assignment, IT0008 will be updated as part of the IT0715 created during your host assignment. The currency conversion will convert back to your home country currency of current value.


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Scenario: Global Assignment (Non-Concurrent Employment) Cont’d – Activation Home Assignment Similar to Host Assignment, the home assignment activation will auto Create IT0008, IT0014, and IT0015

IT0008 Creation

IT0015 Creation


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IT0715 – Home Assignment Record 

Thought IT0715 was not part of the action, by specifying it is a home assignment activation in the action type, IT0715 automatically gets created. Using the pre-configured status sequences, it changed the “To Be Activated” in the home record to “In Progress”


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Activation Of Home Assignment 

After completing the “Activation of Home Assignment”, you should run another action to delimit and switch the host assignment record to “withdrawn” status.


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Management Global Employees Configurations 

Configuration Requirements for MGE  

Activation of MGE functionality Main Configuration Of MGE 



IMG > Personnel Management > Management of Global Employees

Dependencies 

Personnel Actions configuration (introduce three additional action types) 



Payroll wage type configuration 



Assuming you already have standard actions for other events, such as change of position, separation, leaves, etc. Those will be used as well. Introduce a new wage type with a required configuration of “Indirect Eval. Method” set to “EXPAT”, not “ANSAL”.

Currency exchange conversion rates are maintained. Especially when you have a variation of USD, such as USD4 or USDN. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Management Global Employees: Activation Configuration 

To Activate Management Global Employees 

Table T77S0   





Group: CCURE Sem Abbr.: GLEMP Value abbr: “X”

Do F1 on the other fields and read the document, they activate additional functionality if you use them. To activate Concurrent Employment, mark Sem Abbr = Mains with the value of “X”. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Planning Global Assignment: Configuration 



IMG > Personnel Management > Personnel Administration > Customizing Procedures > Actions > Setup Personnel Actions > Personnel Action Types IMG > Personnel Management > Personnel Administration > Customizing Procedures > Infotype Menus > Infotype Menu > Info Group


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Activate Host Assignment: Configuration 




Note: It is required that infotype 0710 and 0715 exist first prior to activation, or else it will fail. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Activate Home Assignment: Configuration 





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Management Global Employees: Configuration 

IMG > Personnel Management > Management Of Global Employees 

The follow pages will focus on the primary configuration pieces. For other pieces that are not required as part of MGE, please do F1 or click on the help document for further explanation.


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MGE > Global Setting > 

Activation Management of Global Employees 



This is the T77S0 table mention earlier. It will allow you to set the activation flag to enable the functionality

Determine Organizational Units for Host Manager 

T77S0 entry. By default, they use the standard OM evaluation path to determine your chief.


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MGE > Assignment Master Data > Define Group of Countries  Define Geographical Areas  Define Cost of Living Providers  Define Assignment Status   Define Family Status  Currency Conversion Settings  

 

Define Assignment Type International Administrators  

 

Define Rules For Currency Conversions Define Currency Conversion Rules

Setup Group For International Adminstrator Assign Administrators to Groups

Define School Types Define Commuting Types K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Define Group of Countries 





Define Geographic Areas 



Used to group one or more countries to create a region. For example: APAC consists of Hong Kong, Taiwan, Japan, etc. This will be used in conjunction with geographic areas to map the compensation package later on. Connect Country to Country code and ISO code

Define Cost of Living Provider (COLI) 



Allows you to map cost of living factor differences between countries. You could create by country to country or region to region. For example from Germany to US, the factor differences is 1.3, while US to Germany the factor differences is only 0.7 

Note From SAP Help: If a global employee is transferred from Germany to the United States, a COLI of 1.3 will be used, which means that life in the United States is 30% more expensive than in Germany. Costs of living vary significantly from one country to the other but also from one area to the other within the same country.


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Define Assignment Status 



Identify status to be used on infotype 0715. Bare requirement you must have “Planned”, “To Be Activated”, “In Progress”, and “Completed”. You could add any additional status to track your approval if needed.

Define Family Status 

Setup family status code. Such as, Family Going, Family Visiting, etc. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Currency Conversion Setting > Define Date Rules For Currency Conversions 



Identifying Date rule code and text.

Currency Conversion Setting > Define Currency Conversion Rules 

Using in conjunction with Date rule code configured above, you will link it to exchange rate type configured by Finance. This will determine if conversion rate is current exchange rate, or average exchange rate, etc. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Define Assignment Type 



 

Identify type of assignment you will have. Global Assignment, Expat Assignment, EBT Assignment, etc. Link that to min and max assignment possible time frame Link that to exchange rate rules Link that to Adjustment Status configured earlier and define sequence between status. K. Nguyen-Tu -- http://www.saphelpbykevin.com

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MGE > Compensation Package > 

Compensation Package Items 



Evaluation Methods 



Define Compensation Pack Items Define Evaluation Methods

Compensation Package Items Characteristics      

Define Base Compensation Package Items Define Derived Compensation Package Items Define Summation Rules Define Factoring Rules Maintain Mapping Table Offer Letter 

…..


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Define Compensation Package Items 





You are identifying line items to be used in IT0706. Standard will be Base Salary. You could add additional values such as allowances (meal, housing, car), bonuses, etc. IT0706 will be created on the host record. Select the payment country for it, host or home. Don’t forget to create a duplicate one for home record. This will allow the system to update IT0008 K.at then end of Nguyen-Tu -- http://www.saphelpbykevin.com the global assignment with the

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Define Evaluation Method 



You will be using standard values. For most case, you will use Annual Salary. This tell the

system how to calculate the compensation package. Notes From SAP HELP The SAP system is shipped with a set of standard evaluation methods. You can copy  existing evaluation methods or create new ones to meet your company-specific needs. ANSAL, Annual Salary  Calculates the current annual base salary of the existing personnel assignment in the home country according to the Basic pay infotype (0008). MULT, Multiplication  Calculates the result of the factor and part CPI specified in table Multiplication Rules for Base CPIs (T76MGE_MULT). PLCHOME, Planned Compensation (Home)  Calculates the planned compensation according to the Planned Compensation infotype (1005) for the home position in the home country. PLCHOST, Planned Compensation (Host)  Calculates the planned compensation according to the Planned Compensation infotype (1005) for the host position in the host country. STANDARD, Standard Calculation  Calculates a percentage according to table Derived Compensation Package Items (T76MGE_ACPI) of the provided base CPI, which is also referred to in the same table. SUM, Summation  Calculates the sum of all part CPIs specified in table Summation Rules for Base CPIs (T76MGE_SUM). K. Nguyen-Tu -- http://www.saphelpbykevin.com

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Define Base Compensation Package Items 

Linking Base Compensation Package identified earlier to evaluation method.


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Define Derived Compensation Package Items 



Linking Derived Compensation Package identified earlier (bonuses, allowances, etc) to CPI calculation base. In example shown. We are determining 1.25% of base salary of home assignment annual salary will be the host assignment meal allowances. K. Nguyen-Tu -- http://www.saphelpbykevin.com With a max capped value of 7 . .

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Maintain Mapping Table For Activation 



Define what infotype and wage type to post the Compensation Package Item (CPI) upon activation of either home or host assignment record. For example, base pay will post to IT0008, meal allowances we have configured to post to IT0015, etc Requirement: When posting to a HOST assignment for base pay, the wage type setup “Indirect Eval Method” has to be set to “EXPAT”. Configuration is located at IMG > Personnel Management > Personnel Administration > Payroll Data > Basic Pay > Wage types > Check Wage Type Catalog > Check Wage Type Characteristics.


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MGE > Assignment Activation Data >   

Define Currency Fluctuation Protection Define Category Types Define Category Infotypes


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MGE > Assignment Preparation >   

Define Checklist Items and Documents Define Document Statuses Define Document Infotypes


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management_global_employees.pdf

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