FI - HR Integration

Integration of FI and HR module is done by using following path;

SPRO > Payroll > Payroll: India > Reporting for posting
payroll results to accounting

Step by step procedure for FI HR integration;

1. Define Symbolic Account

Symbolic a/cs are four character keys that act as an integration between HR
wage types and Financial Accounting general ledgers. To define such symbolic
a/c for FI HR integration you can use following path;

SPRO > Payroll > Payroll: India > Reporting for posting payroll results to
accounting > Activities in HR system > employee grouping and symbolic
accounts

Enter the name of the symbolic account and a description to it. If you want to
create a symbolic account for your basic salary then you can create it as B100:
Basic Salary

After such creation you have to save it

2. Maintain Wage Type

To create wage type you need to use following path;

SPRO > Payroll > Payroll: India > Reporting for posting payroll results to
accounting > activities in HR system > maintain wage types > define posting
characteristics of wage types

You can also use transaction code OH02.

Enter your country’s name and press enter. For creating your own wage type you
can use “new entries” or “copy” icon to copy one existing wage type to create
your own.

After creation of wage type just select that and click on posting-wage type

Enter followings;

Serial number
+/- sign for posting (+ represents positive amount in debit and – represents
positive amount in credit)
Assign symbolic account created in the first step.

Save it.

3. Assign General Ledger A/cs to symbolic Accounts

To assign general ledger a/cs for FI HR integration you need to follow below
path;

SPRO > Payroll > Payroll: India > Reporting for posting payroll results to
accounting > Activities in AC system > Assigning Accounts

From here you assign all balance sheets and expenses a/cs to HR system.

Assign Balance Sheet A/cs

Transaction code OBYG can be used for assignment of balance sheet a/cs to
symbolic account.

Double click on “assign balance sheet accounts” and assign your chart of a/cs.
Press enter.

Now against your symbolic accounts created in HR module you need to assign
the General ledger a/c of FI module.

In addition to that you need to put certain employee groups. Following

employee groups can be used;
1: Executive

2: Staff

3: Direct Operators

4: Indirect Operators

5: Experts

Save it.

Assign Expenses Accounts

Transaction code OBYE can be used for assignment of expenses a/c to symbolic
account.

Enter chart of a/cs. Press enter.

Like the earlier steps you need to assign general ledger a/cs of FI module against
the symbolic account type created in HR modules.

Save it

After the FI HR integration, all the postings from a HR module will be posted to
FI module. FI HR integration is a very easy step but you need to plan it before
implementing the same in to a live system. You need to plan the symbolic
account type, the wage type and general ledger a/cs to be assigned to symbolic
account before the configuration.