SAP HR TIME - Shift Planning

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Shift Planning (PT-SP)

Purpose

This application component allows you to accurately determine and schedule the appropriate number and type of human resources required for your enterprise to carry out business requirements.
Implementation Considerations

Unlike other types of resource planning for materials, machines and vehicles, human resources planning involves a unique set of requirements. Personnel administrators face problems and issues that are extremely time consuming and cost intensive to deal with without computer support.
The Shift Planning component allows you to distribute your human resources quickly and efficiently, and ensures that an enterprise’s capacity is used to the full extent. You can assign shift time, shift location, selection and number of required employees so that your personnel capacity is utilized to its maximum effect.
You can schedule and create working hours for your employees in a flexible manner to cover requirements. You can also create time data for any number of employees at the same time, as well as for one or more days, weeks or even months.
Integration


Possible Integration with Other Human Resources Components

Desired Function	Required Component
Access to Organizational Structures	Organizational Management (PA)
Access to Employee Qualifications	Qualifications/Requirements (PA-PD-QR)
Determining an Employee’s Working Hours	Time Data Recording and Administration (PT-RC)
Simulated Evaluation of Employee Working Hours during Planning Process	Time Evaluation (PT-EV)
Running the Payroll for an Employee	Payroll (PY)

Possible Integration with Other SAP Components

Desired Function	Required Component
Determining Employee Availability for Capacity Planning and Distribution of Requirements	Logistics
Display and Overview of an Employee’s Shift Plan	Internet Application Components

Shift Planning is a component of SAP Time Management. A permanent exchange of data between the Human Resources and Personnel Management components ensures that the following data is always
available:
· Changes relevant to planning in Time Data Recording and Administration
· Changes relevant to planning in Time Evaluation
· Changes relevant to accounting in Shift Planning
In this way, the probability of planning errors, such as those that occur when manually transferring data, can be minimized. The permanent availability of all current time information allows you to create an optimal shift plan as you take into consideration all personnel and time-related data for the relevant planning period.
Features

The SAP Shift Planning component offers a wide variety of user-friendly tools for creating detailed shift plans with a high degree of accuracy, while saving valuable time and costs.
The many functions in SAP Shift Planning include:
· using entry object types to start shift planning, such as an entry object type for an organizational unit. This provides a high level of flexibility when selecting the required employees from the entire personnel capacity of your enterprise
· Detailed definitions of requirements for an accurate determination of required resources
· Target and Actual Plans that detail short- and long-term availability, and employee working time
· Requirements Match-up, to recognize:
– If personnel requirements are already covered
– If employees are already scheduled
– If employees are still available to cover requirements
– When to make changes to the shift plan
· Day View, to comprehensively display and edit a shift plan one day at a time. This function provides for extremely detailed planning, especially when you are assigning shifts for only part of a day
· Employee preferences taken into account for working times
· Simulation of time evaluation to gain a quick overview of employees’ capacity utilization and any upcoming overtime
Default Values for Shift Planning
Purpose


You must define the following data before the actual planning process can begin, so as to ensure that the planning phase can be completed efficiently:

• Profile

Specify the human resources (employees) who are to be available in the planning phase. The selection of personnel is based on operational tasks that need to be completed.

• Shift Groups

Define and group all abbreviations used for shifts or daily work schedules used in an enterprise.

• Requirements Types

Create time intervals (such as requirements on working days, Easter Monday, and Mondays) in a calendar, to allow you to define personnel requirements for them.
You use these default values to start shift planning.
Profile
Definition
With a profile, you specify which human resources (employees) are available in Shift Planning.
The selection of personnel is based on operational tasks that need to be completed.
First, you must define the evaluation paths by which an employee is selected when using the entry profile.
The evaluation paths determine the organizational units, or links to organizational units, containing the employees you want to select.
Furthermore, you can specify the employees who should be excluded, or those employees assigned elsewhere who can be included in the selection.
Use
When you define profiles, you can use an individual employee and requirement selection to enter Shift Planning.


Employee selection allows you to specify:

• From where employees are to be selected (organizational units, work centers or other objects).
• How the employees are to be selected (evaluation paths).
• Whether or not selected employees can be removed from the selection.
• Whether or not unselected employees can be included in the selection.

Example
You have defined an X profile that selects all positions in your enterprise. In Customizing, you specify the appropriate evaluation path. You assign organizational units as the entry object type to the X profile. When you enter shift planning, the Organizational units field appears. Here you can select one or more organizational units from the list of possible entries. The system searches all of the existing positions. The data resulting from the search is automatically entered in the shift plan, and can be used to cover a requirement.
You can select organizational structures and jobs directly from the entry screen in shift planning. Thus, you limit the data assigned to an entry object type, and entered into the shift plan, by using the entry profile.
When you exit shift planning, the system stores the current entry objects, as well as the last period processed. When you next enter shift planning, this data is automatically proposed, and you do not need to select it again.