CATS to e-CATS Harnessing the untapped potential Mohamed Saloudeen Technical Director, SITA CORP

Agenda Welcome What is CATS ? CATS Data Entry Profile Authorizations in CATS Overview of CATS Data and Process flow CATS and ESS Integration Harnessing the untapped potential

What is CATS? Cross Application Time Sheet Multi-tasking Tool Tool for recording EE’s working times Records Controlling Information Records PS / PM / SM Confirmation Enables Validation Checks and controls Seamless transfer to other SAP components Enables Resources-related billing Self-service Application Allows for Central Maintenance Controls External Service Providers Provide Information to monitor deadlines

CATS - Advantages Simple Operation Single point for cross application time entry Default field values (Infotype 0315) Predefined time entry templates (profiles) Integrated approval procedures (Workflow) Validation checks reduce errors Supports correction procedure Customer enhancements for additional flexibility Self-service Application > Multi-tasking Tool

CATS – Many lives User-Interface Technical Name System Environment CATS Classic CAT2 Transaction R/3 Ver 3.1I or higher SAP GUI for Windows or HTML CATS Regular Internet Service – CATW R/3 Ver. 4.0B or higher WEB Browser CATS Notebook Offline Application CATS_NOTEBOOK R/3 4.6C or higher; Mobile Engine; ITS / WAS (Web App Ser) Notebook with Web browser, Java RTE and Java API CATS for Service Provider CATSXT Transaction R/3 Ver.4.6C or higher SAP GUI for Windows or HTML CATS Instant Java iView com.sap.pct.hcm.cats_timerecording.default R/3 Ver.4.5B or higher; WEB Add-on; mySAP Enterprise Portal CATS Phone Web Application WAP_CA_TSHEET R/3 Ver.4.5B or higher; WEB Add-on; mySAP Enterprise Portal; WAP-enabled cell phone > Multi-tasking Tool

What is CATS? CATS Data Entry screen Personnel Information Worklist Data entry section

What is CATS? CATS Data Entry screen Personnel Information

What is CATS? CATS Data Entry screen Worklist Enables display of data, which the user can copy to simplify data entry Contains both EE-specific and object-related information Available for single EE data entry Contains the following information Data already entered by the EE Resource planning (capacity splits) Confirmation pools Activities assigned to the employee (work center assignment) CATS0001 (Setup Worklist) enhancement, enables customer-specific data

What is CATS? CATS Data Entry screen Data entry section Enables actual time-entry with additional information One EE or several EEs time data could be entered depending upon Data Entry Profile Working Time attributes also determined by Data Entry Profile

CATS - Requirements CATS Timesheet Time Collection CATS-HR Mini-master Release CATS Timesheet Approval Transfer Requirements for CATS: HR Mini master, Data Entry Profile Authorization CATS Processes: Time data input Release of time data depending on the process Approval of Time data depending on data entry profile setting Transfer of data to other applications Data Entry Profiles Authorizations

CATS – HR Mini Master No Employee – No CATS !!! Following infotypes are very essential for CATS implementation (if HR is not one of the target components) 0001 – Organizational Assignment 0002 – Personal Data 0315 – Timesheet Defaults

CATS – Timesheet Default 0315

Required Infotypes (if HR is one of the target components) CATS – HR Integration Required Infotypes (if HR is one of the target components) 0007 – Planned Working Time 2006 – Absence Quotas 2001 – Absences 2002 – Attendances 2010 – Employee Remuneration Information

CATS – Data Entry Profile CATS Time Entry Processes Data Entry Profiles Define CATS Entry Sheet Layout Transfers to target applications are triggered by the relevant reference fields specified in the CATS entry sheet. For eg., CATS  HR and CO is triggered when an Attendance type (HR) and a receiver Cost Center (CO) are entered for time entry in CATS. Field Selection Define Transfers to the target components

CATS – Data Entry Profile Determines data entry process and layout of time sheet Enables customization of time-entry view depending upon EE groups and Business requirements Controls the target components to which time data could be transferred via Field Selection Contains Profile Authorization Group which controls user access to CATS related processes Integrates an Approval Procedure User Parameter “CVR” assigns a default data entry profile to a user Defining Data Entry Profiles requires careful analysis of business requirement Transfers to target applications are triggered by the relevant reference fields specified in the CATS entry sheet. For eg., CATS  HR and CO is triggered when an Attendance type (HR) and a receiver Cost Center (CO) are entered for time entry in CATS.

CATS – Data Entry Profile General settings for recording, for example: Using target hours Using clock times Approval required Release settings Time settings, for example, for daily or weekly recording Person selection, for example, recording using time administrators Settings for Logistics Settings for default values Settings for the worklist Data entry checks Settings for approving working times using workflow

Data Entry Profile – General Settings

Data Entry Profile – Time Settings

Data Entry Profile – Person Selection

Data Entry Profile – Person Selection

Data Entry Profile – Default Values

Data Entry Profile – Default Values

Data Entry Profile – Default Values

Data Entry Profile – Default Values

Field Selection Data Entry List Worklist Settings Data Entry Profile – Field Selection Data Entry Profiles Field Selection Data Entry List Worklist Settings

Data Entry Profile – Levels of Field Selection Modifiable: Modifiable fields on a general level (client level). You can define the basic settings for all data entry profiles in these fields. Influencing: Modifiable fields for a specific profile. You can determine which fields are displayed in the time sheet when a particular data entry profile is used. Within each of these two levels, you can specify the fields for the settings, worklist and data entry sections.

Data Entry Profile – Field Selections Field selections controls display of fields in Data Entry Section

Data Entry Profile – Field Selections Field selections controls display of fields in Worklist

Data Entry Profile – Field Selections Field selections controls display of fields in Selecting a list of persons to record times Field selections defines the criteria according to which selections are permitted.

Data Entry Profile – Authorizations Authorizations in CATS are required to Access CATS environment using corresponding transaction 2. Access master data from Human Resources to be able to create and display mini master 3. Enter time data in time sheet 4. Approve time data and display CATS data in reports 5. Access necessary data in the target components (authorizations specific to that component)

Data Entry Profile – Authorizations CATS Authorization concept is based on HR Authorization uses same HR Authorization Objects – P_ORGIN etc. created by copying existing HR and non-application specific authorization objects Two special Authorization are specific to CATS displaying / entering data in Time sheet (P_CATS_PROF) displaying and approving in Time sheet (P_CATS_APPR)

Data Entry Profile – Authorizations These special CATS Authorization are implemented using two virtual infotypes 0316 (P_CATS_PROF) 0328 (P_CATS_APPR) Infotype 0316 used in Authorization object HR Master Data – Personnel Number Check (P_PERNR) Infotype 0328 used in AUthorization object HR Master Data (P_ORGIN)

Data Entry Profile – Authorizations Authorization check for starting CATS transactions Authorization P_CATS_APPR Permitted Operations Field: TCODE Value: CAT2, CAT4 ..... Authorization Object S_TCODE CATS Intitial time sheet screen CAT2 Time recording initial screen and data entry view (Change) CAT3 Time recording initial screen and data entry view (Display) CAT4 Approve times CAT5 Transfer to PS CAT6 Transfer to HR CAT7 Transfer to CO CAT8 Transfer to PM/SM CADO Start object-related report screen CAOR Start structure-related report screen To restrict users from accessing specific CATS screens, assign only specific transactions within different profiles.

Data Entry Profile – Authorizations

CATS – Time Entry Process PM PS PM Job & Time Details CATS MM SM Common Time Entry Time Evaluation Vacation, Accruals etc. FI Wagetype Generation FI Posting & Remittance Payroll Driver, Schemas and Rules CO Internal Activity Allocation, …

CATS – Time Entry Process Source: SAP

Changed after approval CATS – Data Status In Process Released Status 10 Status 20 CATS Timesheet Rejected Status 30 Status 50 and 60 would be on Predecessor record Status 40 Status 50 Status 60 Changed after approval After Approval

CATS – Approval via Workflow Workflow Standard Task for CATS Approval is TS40007901 Workflow option to be activated in Data Entry Profile Approval Workflow is a single-step task Standard Task informs administrators that time data requires approval Work items are processed using CATS: Approve Times Report (RCATSB01)

CATS Dataflow

CATS Dataflow

CATSDB Table CATS Dataflow CATS data transfer to target component depends on reference fields in time sheet Network number, Activity or Sub-activity number would trigger transfer to Project Systems Attendance / Absence Types would create a record in Infotype 2002 (Attendances) and 2001 (Absences) CATS data not transferred to target component immediately. Data is stored in CATSDB central database Data transferred to each target component separately at different time intervals via transfer files CATSDB Table

CATS Dataflow Target Component : Project Systems (PS) Post confirmations of actual hours worked to networks Generates confirmation documents in PS Not possible to confirm a quantity in addition to hours CATS transfer to PS does not trigger milestone functions

CATS Dataflow Target Component : Controlling (CO) Carry out internal activity allocation between Sender and Receiver Cost Centers in Controlling Hours are valuated using Activity Type Internal activity allocation can also be done on WBS elements Generate one CO Document for each transferred record Alternately, cumulate or summarize the records and write them to one or several CO Documents

CATS Dataflow Target Component : Plant Maintenance / Customer Service (PM / CS) Carry out confirmations for Plant Maintenance Orders Hours are valuated using Activity Type

CATS Dataflow – Permissible combination

CATS and ESS Employee Self-Service (ESS) enables employees to create, display, and change their own data in the intranet used at their enterprise

CATS and ESS Source: SAP

CATS and ESS

CATS and ESS Before implementing CATS as an ESS service: Set up CATS Create Personnel Numbers in SAP-HR for Employees to record data Assign HR Self-service (EHR) users to employees Assign specific Data entry profile

CATS and ESS Using Internet Time Sheet, an ESS user can Enter hours, clock times, quantities, dollar amount and confirmation information Change data entry period Select a data entry profile Copy data from previous period Integrate a worklist Use default values Check entries Search function for working time attributes Save and release data for approval or transfer to target components

Customer specific requirements using SAP Enhancements CATS – User Enhancements CATS Timesheet Customer specific requirements using SAP Enhancements Standard SAP Control

CATS – User Enhancements CATS0001 Structure of Worklist CATS0002 Supplement Recorded Data CATS0003 Validation of Recorded Data CATS0004 Deactivate functions in the user-interface CATS0005 Customer field enhancements CATS0006 Validation of entire time sheet CATS0007 Subscreen on initial screen CATS0008 Determine Workflow recipients for approval

CATS – User Enhancements

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