16.4. Display Accrual of CTO and ND for a Given Staff Member and Date Range

Review This

1. Start the transaction using the menu path or transaction code.
   
   
   
2. Click after typing PT_BAL00 in the command text box.
   
   
   
   
3. Click to open the Variant directory.
   
   
   
   
4. From the Variant Directory, select the variant for this report.
   
   
   
   

   These report parameters may be applied to an Organizational Unit(s) or an individual staff member. Variant options are:
   

   • AL ACCRUAL – used to display the annual leave accrual of a staff member, which is not displayed in detail in infotype 2006 (Absence Quotas)
   • CTO ACCRUAL – used to display the CTO hours accrued, including those embedded in their work schedule, which do not appear in infotype 2002 (Attendances)
   • HOME LEAVE PTS – used to display the accrual of Home Leave points
   • IF OT REPORT – NOT USED
   • L1 OT REPORT – NOT USED
   • NIGHT DIF. – used to display the accrual of hours on night differential, including those that are embedded as part of the work schedule which will not appear in IT2002 (Attendances)
   • OVERTIME REPORT – used to display the overtime accrued by a staff member(s) or Organizational Unit(s)
     
   
   
   

5. Click to select the variant.
   
   
   
   
6. In the Period Section a number of options are provided that allow you to select the time period that you would like your report to display.
   These options are:

• Current Month – used to filter the records by the current month. The system will display a list of staff and their accruals for the current month.
• Current year – used to filter the records by the current calendar year. The system will display a list of staff and their accruals for the year.
• Up to today – used to filter records from the deployment date up to today but will only show accruals up to the last completed month.
• Other period – used to filter the records by the date range you entered. For example, if you enter 01.04.2016 – 30.04.2016 the system will display a list of staff and their accruals between 01.04.2016 through 30.04.2016.
• Today, and From Today are not to be used for this report.
  
  
  
  

7. Select Other period and enter a date range.
   
   
   
   
8. In the Selection section enter information about the staff member.
9. The Time Wage type defaults to the code 5290 (Night Differential), based on the Variant that was chosen for this scenario.
10. Click to run the report.
    
    
    
    
11. As per the parameters chosen, you will see that this staff member accrued hours on night differential based on his shift schedule.
12. To export this data to a spreadsheet, click on .
    
    
    
    
13. Select Spreadsheet and click to continue.
14. In the Directory field designate a location to save the file and in the File Name field click to assign a file name.
    
    
    
    
15. Enter the file name. Click Save.
    
    
    
16. Click Generate to create the spreadsheet.
    
    
    
    
17. Once the spreadsheet is generated, you may check your computer for the file. Meanwhile, return to the report by clicking .
    
    
    
    
18. Once the spreadsheet is generated, you may check your computer for the file. Meanwhile, return to the report by clicking
    
    
    
    
19. As per this scenario, we also want to review the Compensatory Time Off (CTO) accrued by this staff member during the period 01.04.2016 to 30.04.2016. Click to open the Variant directory.
    
    
    
    
20. From the Variant Directory, select the variant for this report.
21. Click to continue.
    
    
    
    
22. The Day Balances code (i.e. ZCTO) is pre-determined by the variant CTO ACCRUAL.
23. Select ‘Other period’ and enter a date range.
24. Click to run the report.
    
    
    
    
25. The system will generate the hours of Compensatory Time accrued for the month chosen, including both those embedded in the staff member’s work schedule and any additional hours accrued and entered in IT-2002 (Attendances) during the period specified. For this scenario, the staff member accrued a total of ‘8.00’ hours and we can see they are all part of their work schedule.
26. Click to exit this screen.
    
    
    
    
27. Click to exit the transaction and return to the Easy Access Menu page.
    In order to verify there are no additional hours submitted through ESS, you may want to review PA2O and query the subtypes for CTO and ND.
    
    
    
    
28. Click after typing PA20 in the command text box.
    
    
    
    
29. Enter the staff member’s Personnel No.
30. In the Period section, enter the date that was used to run the report in the From and To fields.
31. In the Infotype field, enter the infotype number – 2002
32. Click to display an overview of the record.
    
    
    
    
33. In the STy field, enter the subtype 1006 and click Choose.
    
    
    
    
34. As per this scenario, you can see that there was no additional CTO accrued by the staff member outside their work schedule.
    
    
    Next, we will check whether the staff member accrued any additional Night Differential hours.
    
    
    
    
35. Click on the STy field and then click .
    
    
    
    
36. Select 1013 – Night Differential and click .
    
    
    
    
37. Click Choose.
    
    
    
    
    
    As per this scenario, you can see that there was no additional ND accrued by the staff member outside their work schedule.
38. Click to return to the Display HR Master Data page.
    
    
    
    
39. To exit this T-Code, click .
    Click to return to the SAP Easy Access screen.

)footnote¹