Functional Area: Personnel Administration / Process Separation for Primary Assignment via PCR
Purpose
Use this procedure to only separate an employee from their primary position.
Trigger
Perform this procedure when a PCR is received from the department to separate an employee.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
- Select Office Workplace to go to the Business Workplaceof XXXX XXXX screen.
SBWP
Business Process Information
This PCR process is used to separate an employee from their primary position. They should not have any additional assignments.
Helpful Hints
- The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
- On certain screens you may have to scroll to view some data entry fields.
Work Instruction
Functional Area: Personnel Administration / Process Separation for Primary Assignment via PCR
Procedure
1. / Start the transaction using the menu path or transaction code.
Business Workplace of XXXX XXXX
2. / Click to the left of Inbox.
Business Workplace of XXXX XXXX (2)
3. / Click on Workflow X.
Business Workplace of XXXX XXXX (3)
4. / Click on the appropriate PCR line item (Request for Separation).
5. / Click .
Change Notification: PCR with Approval
6. / Click .
Change Notification: PCR with Approval (2)
7. / Click the tab.
Change Notification: PCR with Approval (3)
8. / Click on Display Master Data (PA20) located on the right side of the screen.
Display HR Master Data (UC Basic Personnel Data tab)
9. / As required, complete/review the following fields:
Field / R/O/C / Description
Infotype / Required / Screen(s) in SAP HR that store HR data; Identified by a name and four-digit number
Example:
0712 (Main Personnel Assignment)
10. / Click .
Display Main Personnel Assignment (0712)
11. / Review the displayed information.
12. / Click .
Display HR Master Data (UC Basic Personnel Data tab) (2)
13. / Click .
Change Notification: PCR with Approval (4)
14. / Click .
Security Alert
15. / Click .
SAP Enterprise Portal 6.0 - Microsoft Internet Explorer
16. / Click to maximize the window.
Comments
17. / Review the displayed information.
/ This is the screen the PCR Initiator completed.
18. / Click .
Change Notification: PCR with Approval (5)
19. / Click on Perform Personnel Action located on the right side of the screen.
Copy Actions (0000)
20. / Review the Action Type and Reason for Action fields.
21. / Click .
Create Vacancy
22. / Click .
Copy Organizational Assignment (0001)
23. / Review the displayed information.
24. / Click .
Create General Benefits Information (0171)
25. / Review the displayed information.
26. / Click .
Possible subsequent activities
27. / Select to the left of All plans.
28. / Click .
Termination of Plan Participation
29. / Click .
/ The name of the employee being separated will be highlighted.
/ This selects all plans for termination.
30. / Click .
Termination of Plan Participation (2)
31. / Click .
Termination of Plan Participation (3)
32. / Click .
Termination of Plan Participation (4)
33. / Click .
Possible subsequent activities (2)
34. / Click .
Change Notification: PCR with Approval (6)
35. / Click to complete the PCR.
Complete
36. / Click .
Business Workplace of XXXX XXXX (4)
37. / Click to refresh the Worklist.
/ The system displays the message, “Notification XXXX completed.”
Business Workplace of XXXX XXXX (5)
38. / Click until you return to the SAP Easy Access screen.
/ The PCR just processed is automatically removed from the Workflow list.
39. / You have completed this transaction.
9/13/2017
Ver: / 31_PA_SBWP_Pro Sep Pri Assign PCR_PA2_0.udc
© University of Cincinnati / 1/26
Work Instruction
Functional Area: Personnel Administration / Process Separation for Primary Assignment via PCR
Result
You have processed a separation for an employee’s position.
Comments
None
9/13/2017
Ver: / 31_PA_SBWP_Pro Sep Pri Assign PCR_PA2_0.udc
© University of Cincinnati / 1/26