Data Collection 

Purpose

In this process, you collect the data that is to form the basis for personnel cost planning. As part of this process you include at least the cost data and quantity data for organizational objects and, if necessary, cost and quantity data for employees.

The data basis created in data collection contains all constant information about personnel costs such as the planned compensation stored for jobs and positions or the HR master data or payroll data stored for particular employees.  The data basis forms the basic foundation for your personnel cost plans. Based on this standard foundation the personnel cost plans, which relate to various planning scenarios, enable you to compare different assumptions for personnel costs.

To be able to create a personnel cost plan and execute a cost planning run, you first require a data basis for organizational objects. However, you can perform planning without including employee data.

If you want to include employee data in the plan and use this data to generate data for organizational objects, you must execute data collection for employees before you execute data collection for organizational objects.

When you collect data for positions, you can use the employee data of a reference personnel number for vacant positions. To do this, enter the relevant personnel number as an additional parameter in the data collection method Data for Vacant Positions.

Prerequisites

You have made the necessary settings in Customizing for Personnel Cost Planning and Simulation under Data Collection.

You have completed planning preparation.

Process Flow

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       1.      You execute data collection for employees (optional).

       2.      You execute data collection for organizational objects.

During data collection for employees and data collection for organizational objects, the data collection period and the data selection period may differ in the following cases:

·         During data collection you want to include non-recurring payments. However, you have not yet created any records for the Additional Payment infotype (0015) for the year for which you want to plan, 2004. Alternatively therefore, you want to report on the infotype records for 2003. In this case, the data selection period is 2003, and the data collection period 2004.

·         You use the data collection method Data from Payroll. You execute the payroll run and post the data to Accounting for January 2004. You then use this payroll data to plan for the entire duration of 2004. In this case, the data selection period is 2004, and the data collection period the whole of 2004.

       3.      You subsequently edit the data basis the system created based on your specifications (optional).

Result

The system has saved the planning-relevant data as direct cost items for each employee, if necessary, and for each organizational object in infotype records of the Planning of Personnel Costs (0666 and 5010) infotypes with the appropriate subtype. The data is now available as a data basis for creating personnel cost plans.