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Building a Pay Slip in HR FORMS

Applies to:
HR FORMS 6.0, For more information, visit the Enterprise Resource Planning homepage.

Summary
The pay slip is the only thing that employees get to see of all the payroll process. HRFORMS is the transaction where you can build it in a more fancy way. Although transaction PE51 is more commonly used and it gives many functionalities, with transaction HRFORMS you would be able to do new things like adding images and give it a better look. Author: Edoardo Ferrara-Bardile Pirez

Company: Pentech Created on: 22 October 2010

Author Bio
Edoardo Ferrara-Bardile is a HCM functional Consultant at Pentech.

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Building a Pay Slip in HR FORMS

Table of Contents
SALARY PAY SLIP ............................................................................................................................................. 3 Preparing the FORM ....................................................................................................................................... 3
Transaction HRFORMS ............................................................................................................................................... 3

Building the Form ............................................................................................................................................ 8


Layout .......................................................................................................................................................................... 9

Related Content ................................................................................................................................................ 17 Disclaimer and Liability Notice .......................................................................................................................... 18

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Building a Pay Slip in HR FORMS

SALARY PAY SLIP


The salary pay slip can be show in many different ways depending on the needs of your company. The transaction HRFORMS offers you to adapt your pay slip to the design you wish having it in PDF format. The use you can give the functionality is enormous, and in this document will help you learn the main process to build a regular salary statement in order to give you the tools for a better understanding of a new form. Preparing the FORM Transaction HRFORMS 1. Go to transaction HRFORMS and copy one of already made HRFORMS, so you wont start out of nothing.

2. The first page of your screen is divided by three windows:

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Building a Pay Slip in HR FORMS

a.

On your left youll find the Metanet. We are using SAP_DEFAULT Metanet. For many cases it would be enough. If you need to make any change to it youll have to create other Metanet in transaction HRFORMS_METADATA.

b. On your top right youll find the Infonet Window. This would be created with your pay slip and it would contain the data you wish to use on it. You can drag data from the Metanet and drop it to the Infonet if you wish to add data that is not currently on the Infonet.

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Building a Pay Slip in HR FORMS

c.

And last, on your bottom right youll find the information and features of your Infonet, Infostars and Infodimensions that belongs to it. i. When you click on your Infonet youll find five tabs in there: 1. HR FORM: general information about the Form. In here you indicate what Metanet you are going to use (in this case is SAP_DEFAULT).

2. Infostars: information about the Infostars contained in the Infonet.

3. Documentation: use to write the documentation you wish.

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Building a Pay Slip in HR FORMS

4. Select Screen: in here youll find the fields that will appear in the transaction when running the program to see the FORM. You can set the fields you wish as default. It would be something like a fix variant.

5. Cumulation WTs: this tab is very important for the building of the FORM in the next steps. In your pay slip you are going to need some total amounts for allowances, deduction, general total and other totals. This is done via cumulations (For example CCC0, CCC1, CCC2, etc.) and it is control in here. You can create your own cumulations or use SAP standards, but you will always need to add the wage types you have created for your client. Using the standard you have to double click on CEDT and it will take you to another screen, where youll find the cumulation wage types and the wage types going to any of them and if any of the wage types are going to sum or deduct in the cumulation.

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Building a Pay Slip in HR FORMS

ii. When you click on the Infostars youll find three tabs in there: 1. Infostar: general information about the Infostar.

2. Infodimensions: the Infodimensions used in the Infostar.

3. Documentation: any documentation you wish to write.

iii. When you click on the Infodimensions youll find three tabs in there: 1. Infodimension: general information about the info dimension.

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Building a Pay Slip in HR FORMS

2. Infofields: check the Infofields belonging to the Infodimension.

3. Selections: this tab will not always appear. It is used to select the value that you wish to see in the specific field. If you want fields to have a specific value you do it through here and you may also put some filters. For example, if you go to Infostar TOT_ALLOWANCES and you click on the Infodimension WAGETYPE you must click right button of the mouse on Insert Selection (this is how the Selection tab will appear) and then you are going to say that this field will bring in the pay slip the values of cumulation wage types CCC0 corresponding to the sum of total allowance that we create before (check above).

Building the Form 1. After having done the steps mention above you will have click on the Layout button keep on building the form. This will take you to another screen, where youll find three tabs. a. Properties: this is general information about the form. to

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Building a Pay Slip in HR FORMS

b. Context: in here you have the screen divided in two parts. On the left you have all the data you can use to build your form and on your right the data that is currently available more organized to be use in a more functional way. You can drag data from the left and drop it on the right in the place you wish.

c.

Layout: this last tab is where you are going to start to see all of our previous work. In here is where you are going to build the layout of the pay slip. You can click on Layout button to use a bigger and more comfortable interface. You have many details on this part so you have to be very careful and check many of the features for yourself.

Layout

As you may see you have the screen divided in different areas. In the central area is where you are going to build the form. You have a Preview PDF tab where you can check how your work is going. You have a Master Page, where you are going to put all the fields and texts that should appear in every page of the pay slip, like the header and the footer. And you have the Design View tab where you are going to put all the fields that will appear just once like a monthly salary or tax deduction wage type.

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Building a Pay Slip in HR FORMS

On the left area of the screen you have the Hierarchy and the Data View. In the Data View you find the fields that are available to use in the form and on the Hierarchy you find how your pay slip is being organized. On the right area of the screen you have the Help, the Library with all the objects you can use in the pay slip and the Object tab with features and information on the object you choose to insert (this is very important and have many features). Lets start working in the Master Page (if you have a clear idea design already in your head it would be easier to work). First, on the library tab youll find the objects you are more likely to use in here. Lets start building the structure. You will start with a Content Area as a main area and will create other Areas thinking of how many Areas your pay slip may have (a header, footer, a wage type area and any other you wish). You are going to insert a rectangle to build the outer lines and some lines to build the divisions inside the pay slip. Remember that every time you insert an object, you can go to the Object tab to check the features of the object that you can change to have them as you wish.

Now you are going to work on the header and the footer, because the fields you are going to insert in here should appear in each page of the pay slip. For example, the name of the employee and the personnel number must be on each page in case the pay slip has more than one page, because it has many wage types for assignments. You are going to put some fields in there, just remember once again that you have many features for every object that you can change to make then look as you wish. To insert the fields, you only have to go to the left side of your screen and drag the field from the Data View into the place you want it to be in the content area. Then you can adjust the features in the Object tab. If you want a fix text you can use the object Text and you may also insert an image with object Image.

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Building a Pay Slip in HR FORMS

In the image above you can see some the objects I have inserted in the pay slip that should be available on every page. The fields in the blue boxes are just regular fix text. The fields in the oranges boxes are the ones that come from the Data View. As I inserted them dragging it from the Data View they already have the default binding assign as I wish. This is very important, because the binding is the way you use to tell a field what is it going to show. For example, in the upper part of the image you have fields like Name of Employee and Birth Date. Thanks to the binding, when you execute the payslip you will see next to the field the name of the employee and the birth date. Down in the payslip you have three orange boxes corresponding to total assignments, total deductions and general total. These fields come from the Data View but they initially were created to have the value you want, when you created the Infodimension and you set the cumulations wage types to each, for example, CCC0 for total assignments. But for all of these fields coming from the Data View you may have to make some changes in the binding if you want them to appear in every page of the payslip. To access to the binding tab, you just have to click on the object and on the right part of the screen on your object properties you will find it.

The default binding field has the bind for the field probably looking like this: $record.STAR_PAYROLL_PERIOD.DATA[*].HEADER.STAR_EMPLOYEE_INFO.DATA[*].ASSIGNMENT_K EY.PERAS

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Building a Pay Slip in HR FORMS

After PERIOD.DATA and after INFO.DATA between [] you have an *. This means you are going to use any register for the field, as long as you have pages to show registers. This will cause that you pay slip will show the data you want in the first page and then on the next pages wont show anything or any other register you dont want. For this to work as you wish you have to change the * for 0 (zero), so it will look like this: $record.STAR_PAYROLL_PERIOD.DATA[0].HEADER.STAR_EMPLOYEE_INFO.DATA[0].ASSIGNMENT_ KEY.PERAS You have to this in every field for the objects you have inserted in the Master Pages. Doing this you manage to have the same information on the first page as well of in any other pages you pay slip may have. With this you can consider we have finished the work in the Master Pages in this case. This would be the preview in PDF:

Now you are going to work in the Design View tab. In here you are going to insert the fields that will show you the information about the wage types being pay. There must be a line for each wage type and it must be in the right position and in case there are more wage types that could fix in one pages, they should appear on the next page in the same area. First you will have to create a Subform (look for it in the object library) for each possible wage type group. It means you will have to create one subform for assignments, one for retro assignments, one for deductions, and as many as you need to group your wage types. When you create the subform, it will automatically go to the top of the page. As you want it in the content area that I named WageTypes you will have to go to the object settings on the right part of the screen and change some things. For the subform, the middle tab is called Pagination.

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Building a Pay Slip in HR FORMS

As shown in the image above youll have to fill three fields. In the field Place youll have to put In content Area WageTypes. In the field After youll have to put Go to content Area WageTypes and in the field Overflow youll have to put Go to content Area WageTypes. Remember that in the Master Pages tab I define different content areas and one was WageTypes which is going to be use to show the wage types for assignments and deductions in the pay slip. Doing the steps written above you manage to keep always the wage types in the same content area, no matter the pay slip had more than one page. As I told before, create as many subforms as you need and do the same configuration in the Pagination tab.

In this example I have created four subforms (blue rectangles): one for assignments, one for retro assignments, one for deductions and one for retro deduction, but until now there are only the subforms. Now you have to inserted the fields you want. Remember you will do this, dragging the fields from the Data View

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Building a Pay Slip in HR FORMS

tab on the left of the screen. You will search for Wage Type Key, Wage Type Long Text and Pay Amount for each (assignments or deductions, depending on the case). I am not using the Number field in this pay slip but you have it available in your Data View among other things.

I have already inserted the fields I want. You see in the image some Warning Message because I havent done all the bindings I need in my subform, but for the fields the job now is over (I just drag it and drop it, but also have give them some format to get them as I wish). With the last two subforms (deductions and retro deductions) I have insert from the library a Text Field between the Wage Type Text and the Deductions so I can keep everything in the position I want. Now you have to work again with the features of the subforms. Youll click on the first subform and will go to the subform tab on the right part of the screen.

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Building a Pay Slip in HR FORMS

As shown above youll have to change the Content to flowed, the Flowed Direction to Western Text and check on Allow Page Breaks within Content. This will allow you to keep the content organized as you want and of course, allow any page breaks. You will have to do these steps for each subform. Next step is going to the Binding tab.

In the Default Binding field you have to insert the correct binding. You can do this clicking on the button on the right of the field. It will show you a list where you can search for the binding. Then you will check the Repeat Subform for each data Item field, so it will be repeated for each wage type you have. You will have to do these steps for each subform. Now most of your Warning Message will disappear, and the ones remaining wont cause any harm.

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Building a Pay Slip in HR FORMS

Save and activate your form. Now you are ready to see your pay slip with transaction PC00_M17_HRF (17 is for the country I am working. Just change it for your country grouping).

The image above is the print preview. Im showing you a two pages pay slip, so you can see how the header and the footer is getting show in both pages. I know this pay slip is not looking very fancy, but there is a lot you can do to improve it. Just play a little bit with all the features you have for each field and you will find many interesting things to do.

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Building a Pay Slip in HR FORMS

Related Content
HR Forms Workplace: Information of previous steps (creating new metadata) For more information, visit the Enterprise Resource Planning homepage

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Building a Pay Slip in HR FORMS

Disclaimer and Liability Notice


This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

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