Performing a Personnel Action 

Performing a personnel action means maintaining a predefined sequence of infotypes for a particular employee.

The system creates a relevant record in the Actions infotype (0000) for most personnel actions. In this infotype, you enter the personnel action type, the reason for the action, and the employee’s employment status. This data is important for managing employee data. All infotypes that belong to this personnel action’s infotype group are called up.

Even if you do not have all the data that must be entered in the system, you can still run the action and then skip the individual infotypes whilst still in the personnel action. You can interrupt a personnel action whenever you want to and restart it at a more appropriate point in time.

For more information, see:

Skipping an Infotype During a Personnel Action

Canceling and Restarting Personnel Actions

Procedure

  1. From the SAP Easy Access screen, choose Human Resources ® Personnel Management ® Administration ® HR Master Data ® Personnel Actions.
  2. The Personnel Actions screen appears.

  3. Enter the employee’s personnel number and the date from which the personnel action is valid.
  4. The system automatically transfers this information to all of the infotype records in the personnel action.

    For most personnel actions you may enter the employee’s Personnel area, Employee group, and Employee subgroup at this stage. The system transfers this information to the Organizational Assignment infotype (0001).

    The infotypes Actions (0000) and Organizational Assignment (0001) are affected by integration between the Personnel Administration and Organizational Management components.

    For more information, see:

    Processing Actions Infotype (0000) if Organizational Management is Integrated

    Processing Organizational Assignment Infotype (0001) if Organizational Management is Integrated

  5. Choose the personnel action type you want to process.
  6. Choose HR master data ® Execute.
  7. The Actions infotype (0000) appears.

  8. Make entries in all the required entry fields. You can overwrite the default values.
  9. Save your entries.

The system automatically displays the next infotype. Make entries in all the required entry fields. Save your entries. The system guides you through the different infotypes that are relevant for creating personnel actions. You end each individual activity by choosing Save. After you have saved the last infotype in the personnel action, you automatically return to the initial Personnel Actions screen. The action is now complete.

For more information on the personnel action types Hiring, Organizational reassignment, Change in pay, Leaving, and Reentry into company, see:

Hiring a New Employee

Organizational Reassignment of an Employee

Change in Pay

Leaving The Enterprise

Reentry into Company

Result

You have run a personnel action for an employee.