Personnel Cost Planning for the Human Resources Organizational Area: For the Current Year Using Projected Pay 

  1. Select Human resources ® Personnel management ® Personnel costs.
  2. On the Personnel Cost Planning screen, select Planning ® Create ® Projected pay.
  3. On the Planning Basis Projected Pay screen, enter the following data:

    4. Field

    Data

    Plan version

    01

    Organizational unit from

    e.g. 1001 = Human Resources - D (Matchcode)

    Planning period from

    e.g. 01.01.1997 to 31.12.1997 / or as desired

    Depth of org. structure

    blank

    Include organizational changes

    blank

    Period

    9 = annual (displayed by the system as default)

    Currency

    e.g. USD

    Salary survey

    blank = Normal case (displayed by system as default)

    Use object abbreviation only

    X

    Display all positions

    blank

  4. Select Execute.

    5. If the Data Selection for Personnel Cost Planning screen appears, it means there are vacant positions in Org. unit 1001. Ignore the message that cost data is missing and select Continue without correction. You branch into the Personnel Costs per Organizational Unit overview screen. The upper half of the screen shows personnel costs per organizational unit and the lower half of the screen shows personnel costs per job/position. The reference values represent the initial status in absolute values.

  5. In the "Organizational unit" section of the screen, select Overview. The system displays a hierarchical list of all the organizational units for the "Human Resources - D" department together with the current amounts and the reference values.
  6. Select Back.
  7. In the "Organizational unit" section on the screen, double click on H. R. (D).

    8. The R/3 System breaks down the organizational unit into jobs and corresponding number of positions. You can change the number of positions on this screen. To change the number of positions, proceed as follows:

  8. In the "Organizational unit" section of the screen, place your cursor in the line Sec. Pers. (D) (S). On the Change Cost Object per Organizational Unit screen, enter the following data:

    9. Field

    Data

    Sec.Pers (D) (S)

    Position cursor

    Number

    Overwrite 1.00 with 3.00

    Start date

    Overwrite 01.01. year with 01.07 year

  9. Confirm your entries.

    10. An additional line showing the new entries plus the personnel costs is added to the table: "SecPers.(D) (S) 3,00 01.07. year 31.12. year amount".

  10. Select Back.

    11. Note the change in the area Hum.Res. (D). The total amount has increased because two new secretaries were hired on 01.07. year. Planning for additional positions or a reduction in positions, however, is only valid in the current plan version – these changes do not affect Organizational Management.

  11. In the "Organizational unit" area, double click on Total and select Graphic.

    12. This starts the SAP Business Graphics. By choosing Options ® 2D options, 3D options, and Color assignment, you can modify the graphic to meet your requirements.

  12. Select Back.
  13. In the "Organizational unit" area, in the Cost object column select the line containing SecPers. (D) (S) by double clicking on it.
  14. Select Cost elements. The process simulates a percentage increase in cost elements. So long as the cost elements are not directly valuated (meaning valuated for each employee) the changes do not affect the organizational areas.
  15. In the dialog box, enter the following data:
    16.

    Field

    Data

    Cost element

    G050

    Start date for the increase

    01.07. year

    Percentage of increase

    e.g. 2,4

  16. Select Execute.

    17. You can see how the values for other secretary positions also change.

  17. Select Back.

    18. You branch into the Personnel Costs per Organizational Unit screen where the values for Position/Job have changed.

  18. Alternatively, you can change the cost elements’ absolute values. To do this, select Goto ® Cost elements. The system branches into the cost element table with the corresponding G/L accounts (cost types). You can enter new values by overwriting existing values. These changes are not valid for cost elements that are directly valuated and are only applicable to the current plan scenario.
  19. Press Back.
  20. Select Settings ® Reference values ® Percentage.
  21. The system displays the percentage difference between the planned value and the reference value. Toggle back to the absolute value.
  22. Select View ® Cost centers.

    23. The personnel costs are now listed according to cost center.

  23. In the Personnel Costs per Cost Center screen, double click on Human resources for a breakdown of this cost center by organizational unit.
  24. Select View ® Cost elements. The cost center is broken down into its corresponding cost elements and G/L accounts (cost types). Note the increase in cost elements compared to the initial values (= reference values).
  25. Select Back.
  26. Select Save.

    27. The R/3 System displays a dialog box.

  27. In this dialog box, you can save your plan (without reference values) under your own version number. Enter the following data:
    28.

    Field

    Data

    Plan scenario

    01 PP Planning HR

    01.01. year to 31.12. year

    Planning group

    XXXXXXXXX (your user name is entered automatically)

    Comments

    annually in USD (this refers to the data you entered earlier)

    Password

    **************** (do not assign a password)

  28. Select Save.

    29. The following message appears: Version 01 PP XXXXXXXXX (User name) was saved.

  29. End the procedure and return to the main SAP R/3 screen.