SAP Transaction PU01: A Comprehensive Guide for SAP Users

Welcome to our tutorial on SAP transaction PU01, a powerful transaction code used in SAP Human Capital Management (HCM) module. In this tutorial, we will provide you with a step-by-step guide on how to effectively utilize PU01 for managing personnel actions in your SAP system. Whether you are a young SAP consultant or an unexperienced SAP user, this tutorial will equip you with the necessary knowledge to navigate through PU01 seamlessly.

Before we dive into the details, we’d like to introduce you to a valuable resource that can enhance your SAP HCM skills and help you become an expert in the field. Check out the SAP HCM online video training offered by our expert SAP HCM consultant, available at roadtoexpert.com. This comprehensive training program will provide you with in-depth knowledge and practical insights to boost your proficiency in SAP HCM and accelerate your career growth.

Now, let’s begin our tutorial on using SAP transaction PU01.

What is SAP Transaction PU01?

SAP Transaction PU01 (Personnel Actions) is a key transaction code used in SAP HCM to perform personnel actions, such as hiring, transferring, promoting, and terminating employees. It allows users to create, change, and display personnel actions, which record all relevant information and updates related to employee management. With PU01, you can seamlessly manage the lifecycle of employees, ensuring accurate personnel data and streamlined HR processes.

Step 1: Accessing SAP Transaction PU01

To start using PU01, follow these steps:

1. Log in to your SAP system using your user ID and password.
2. Launch the SAP Easy Access Menu.
3. Navigate to the “Human Resources” folder and expand it.
4. Locate and click on the “Personnel Management” folder.
5. From the sub-menu, select “Administration” and then choose “Personnel Actions” to proceed to the PU01 transaction.

Step 2: Understanding PU01 Transaction Screen

Once you have accessed PU01, you will encounter the PU01 transaction screen, which consists of various fields and tabs. Let’s explore each of them:

• Header Data: This section contains the main fields for entering general information about the personnel action, such as action type, personnel number, and effective date.
• Infotypes: Here, you can view and manage the infotypes associated with the personnel action. Each infotype represents a specific category of employee data, such as personal data, organizational data, or compensation data.
• Document Overview: This tab provides an overview of the entire personnel action, including its header and infotype details.
• Workflow: The workflow tab displays the workflow-related information for the personnel action, such as the approval status and workflow steps involved.
• Attachments: In this tab, you can attach any relevant documents or files related to the personnel action.

Step 3: Performing Personnel Actions with PU01

Performing personnel actions using PU01 involves executing specific steps based on the desired action. Here’s how you can perform a common personnel action, such as hiring a new employee, using PU01:

1. Start by filling in the necessary fields in the “Header Data” section:

   • Action Type: Select the appropriate action type, such as “Hiring” or “Transfer”.
   • Personnel Number: Enter the personnel number of the employee being hired or transferred.
   • Effective Date: Specify the date when the action will take effect.

2. Move to the “Infotypes” tab and enter the relevant data for each infotype associated with the personnel action. For example, for hiring a new employee, you would enter personal data, organizational data, and compensation data.
3. Once you have entered all the necessary information, click on the “Save” button to save the personnel action.

Congratulations! You have successfully performed a personnel action using SAP transaction PU01.

Step 4: Exploring Additional Functionality

SAP transaction PU01 offers various additional functionalities to streamline your HR processes. Here are some notable features you can leverage:

• Display Personnel Actions: Use PU01 to display existing personnel actions by entering the personnel number and other relevant criteria. This allows you to review past actions and track the history of employee management.
• Change Personnel Actions: PU01 also enables you to modify existing personnel actions. You can edit fields such as effective date, infotype data, or other relevant details. Simply enter the personnel number and make the necessary changes.
• Approval Workflow: PU01 supports approval workflows, allowing you to route personnel actions for approval by designated approvers. This feature ensures proper authorization and compliance with organizational policies.
• Termination and Retirement: Apart from hiring and transferring employees, PU01 can also be used for personnel actions related to termination and retirement. These actions involve updating employee status, generating relevant documents, and managing employee benefits.

Conclusion

In this tutorial, we have provided you with a comprehensive guide on using SAP transaction PU01 in the SAP HCM module. We covered the basics of PU01, explained how to perform personnel actions, and explored additional functionalities. Remember, continuous learning and practice are key to becoming proficient in SAP HCM.

To further enhance your skills in SAP HCM, we highly recommend our SAP HCM online video training, designed by our expert SAP HCM consultant. This training program offers comprehensive modules and hands-on exercises to help you become an SAP HCM expert. Visit roadtoexpert.com to learn more and take your SAP HCM skills to new heights.