02 Advanced ERP Using GBI Casestudy HCM[Letter] en v2.1

7/30/2019 02 Advanced ERP Using GBI Casestudy HCM[Letter] en v2.1

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CASE STUDY

SAP AG Page 1

Product

SAP ERPG.B.I.Release 6.0 EhP4

Level

UndergraduateGraduateBeginners

Focus

HCM

Authors

Claudia KroliczekMark LehmannStefan Weidner

Version2.1

MOTIVATION

This case study provides an insightinto the significant HumanResources processes in apersonnel management system

that enables the module HCM(Human Capital Management) ofthe IDES system SAP ERP 6.0.

The processes include recruitment,personnel administration and thepersonnel development.

PREREQUISITES

Before you use this case study, youshould be familiar with navigation inthe SAP system.

In order to successfully work through

this case study, it is necessary tohave finished the HCM introductioncase study and check thepreparations for HCM.

NOTES

This case study uses the Global BikeInc. (G.B.I.) data set, which has beencreated exclusively for SAP UAglobal curricula.

Human Capital Management(HCM) Case Study

This case study explains a Human Capital Management process using

recruitment, personnel administration and personnel development.


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Process Overview

Learning Objective Understand and perform a Human Resource process. Time 140 min

Scenario In the Global Bike U.S. company a Security Manager shall be staffed for the new

Security department. Initially, a job advertisement is posted in the local newspaper. Due to theadvertisement, a suitable candidate was found and immediately hired as an employee. To prepare

the new employee to its future role, a training course is booked for him and his qualifications,

with the resulting certification, is completed. Following, a career for the position of the SecurityGuards is created. For the new employee a career planning is carried out to verify whether he or

she is suitable for this career. In order to find out how the new employee performed in the

position so far, an appraisal executed by his supervisor is prepared and performed.

Employees involved Marco Romero (Recruiting Officer)Sang Cha (Personnel Administration Officer)

Chris Thomas (Human Resources Manager)

Initially a job advertisement is recorded in the system. Thereafter, theapplicant data are captured and then transferred to the personnel master

data of the employee in the system. Following this, the qualifications

profile is maintained for the employee and a training course is booked forthe employee. For the position of the Security Guards, a career plan is

created and career planning is executed for the relevant employee. The

Chief Security Managers master data need to be added with an additional

infotype, so that he is able to appraise the performance of the SecurityGuard. In a final step, the appraisal will be prepared and executed.

Process description


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Post Job Advertisement

TaskPost a job advertisement. Time 10 min

Short Description Use the SAP Easy Access Menu to post a job advertisement.

Name (Position) Marco Romero (Recruiting Officer)

To create a job advertisement, follow the menu path:

Human Resources Personnel Management Recruitment Advertising Advertisement Maintain

Menu path

In the upcoming screen Postings, please click in order to view all

existing advertisements. In the screen Maintain Advertisements choose

to create a new advertisement. Assign a new Advertisement

Number by clicking on . As

Recruitment Instrument the company has chosen the Dallas Observer

[00000101] and the advertisement has been published on 1st of the current

month. The advertisement end is planned for the 1

st

of the followingmonth and the publication costs amount 10,000 USD. Enter

Advertisement - ### Security Manager as the Text name, replacing ###by your group (computer number.

Dallas Observer1st of the current month

1st of the following month

10,000 USDAdvertisement - ###Security Manager

Afterwards, please choose to insert the text for the

advertisement. Enter a text of your choice and save the text by clicking on

. With , go back to the screen Create Posting. Choose to

add the vacant position to your advertisement. Therefore, choose and

enter### Security Manager in the field Find. Highlight your position andpress in order to adopt the entry.

### Security Manager


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Enter Applicant Master Data

Exercise Enter the master data of an applicant. Time 15 min

Short Description Use the SAP Easy Access Menu to enter the applicant master data.

Name (Position) Sang Cha (Personnel Administration Officer)

To hire the employee, follow the menu path:

Human Resources Personnel Management Recruitment ApplicantMaster Data Initial Data Entry

Menu Path

In the upcoming screen Initial entry of basic data, please enter the following

applicant data for the job advertisement created by you.

In the area Organizational Assignment, choose personnel area DL00,personnel

subarea FI00 and applicant group 1. The applicant is assigned to the applicantrange salaried employees and the personnel officer responsible for the

application is Chris Thomas. Please fill out the fields firstname, last name,

birth date and the street in the area Personal Data/Address with data of your

choice. As the City choose Dallas and Postal Code 75202, Country US.

DL00FI00

1

Dallas

TX75202

US

In the area Application, please search for the job advertisement Advertisement -

### Security Manager in the Dallas Observer, with the help of the F4-help. The

entry screen should look as follows.

Save your entries and press enter to pass over the upcoming message Fill inall required entry fields. In the screen Create Addresses, enterTX as the State


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Prepare Applicant for Hiring

Exercise Prepare the applicants hiring. Time 5 min

Short Description Use the SAP Easy Access Menu to prepare the applicants hiring.


To prepare the applicants hiring, follow the menu path.

Human Resources Personnel Management Recruitment Applicant Master Data Applicant Actions

Menu path

In the screen Applicant Actions please enter the applicant number which

you have written down in the task before. The applicant shall be hiredbeginning from the first of the current month. Afterwards please

highlight the applicant action Prepare for hiring and click on .

Save the screen Copy Applicant Actions with all entered data and

confirm the following warning message with Enter.

Confirm that the applicant activity is performed on todays date by clicking

on .

Click on the exit icon to return to the SAP Easy Access screen.


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Hiring Applicant

Exercise Hire the applicant. Time 10 min

Short Description Use the SAP Easy Access Menu to hire the applicant.


To hire the applicant, follow the menu path.

Human Resources Personnel Management Administration HR Master Data Personnel Actions

Menu path

Please enter the first of the current month as the begin date and choose

the personnel action Hire Applicant and enter the personnel area DL00,Employee Group 1 and Employee Subgroup U4 in the fields next to the

personnel action. Execute the personnel action by clicking on .

DL001

U4

In the screen Direct Data Transfer, please enter the number of your

applicant and click on .

In the screen Create Actions, find the position### Security Manager withthe help of the f4-help and the Structure Search. You can find the

organizational unit under Global Bike Group Global Bike US Administration and Finance Administration ### Security.Afterwards, please save your data.

### Security Manager


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Proof Hiring

Exercise Proof that the applicant was hired. Time 5 min

Short Description Use the SAP Easy Access Menu to proof that the applicant was hired.

Name (Position) Chris Thomas (Human Resources Manager)

To proof hiring, follow the menu path.

Human Resources Organizational Management OrganizationalPlan Organization and Staffing Display

Menu path

Normally, you should be able to see your organizational unit ### Securityin the structure view. If not, please search for your organizational unit in

the area Find by to display it I the structure view. Please take care that the

Date and preview period starts on January 1st of the current year and

lasts at least one year.

Now you can see that the hired applicant is assigned to the position ###

Security Manager. The green arrow in front of the position and person

means that the position and the person have not been entered at the

beginning of the Date and preview period, but have been added in the

course of time.



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Maintain Qualification Profile

Exercise Maintain the employees qualification profile. Time 5 min

Short Description Use the SAP Easy Access Menu to maintain the employees qualification profile.


To enter the time data, follow the menu path.

Human Resources Personnel Management Personnel Development Profile Change

Menu path

With the help of the window Find by, please search for your employee working as

Security Guard. Therefore, choose Person Search Term and type in the lastname of your employee in the With name field. Choose your employee from the

Hit list via double-clicking.

On the right side of the screen, you can see employees profile. The tab

Qualifications is still empty as no qualifications for this employee have beenmaintained.

Now, please add a qualification by clicking below the table. Here, choose

and enter###First Aid Course Certification as the search term. There should beexactly one entry in the Entry found list. Choose this entry and press .

### First Aid CourseCertification

Save your entries and click on the exit icon to return to the SAP Easy

Access screen.


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Create an event

Exercise Create an event. Time 10 min

Short Description Use the SAP Easy Access Menu to create an event.


To create the event, follow the menu path.

Human Resources Training and Event Management Business Events Business Event Menu

Menu path

You can see the Business Event Menu for the current plan. There, please choose

GBI Training and Education Security Training ### Security Trainingand choose Create without Resources in the context menu being opened with aright mouse click.

In the screen Create Business Event without Resources, enterMonday of the last

week as the Start date and change the status into Firmly booked. Choose the

location Dallas in the F4-help. Afterwards, please enter1 as the minimum number

of attendees, 10 as the optimum and 30 as the maximum number of attendees and

save your event.

In the upcoming screen Create User Schedule, please enter a duration of 3 daysand 21 hours in total in the Without pattern tab. The training shall start on a

Monday. Confirm your entries with .

3 days

21 hours

Monday


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Book the event

Exercise Book the event. Time10 min

Short Description Use the SAP Easy Access Menu to book the event for your employee.


To book the event, follow the menu path.

Human Resources Training and Event Management Attendance Attendance Menu

Menu path

The attendance menu is structured in the same way as the business event menu

which you got to know in the previous task. Choose your event with the help of

the path GBI Training and Education Security Training ### SecurityTraining and choose Bookfrom context menu being opened with a right mouse

click.

In the upcoming screen Book Attendance: Data, search for your employee, who is

in charge of the Security Guard position, with the help of the F4-help in the fieldPerson.

Now, please click on and choose the settlement type Free of

charge. Close the window Fee and Assignment with and go back to the

Attendance Menu. There, you can see that your employee was booked for the

event.

Free of Charge


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Follow up the event

Exercise Follow up the event. Time 5 min

Short Description Use the SAP Easy Access Menu to follow up the event.


To follow-up the event, follow the menu path.

Human Resources Training and Event Management Business Events Business Event Menu

Menu path

Navigate to your event and choose Follow up from context menu being opened

with a right mouse click.

Afterwards, please start following up by clicking on in the screen

Follow up Business Event. You are guided to the follow up menu. Your employee

receives a new qualification in form of a certificate for attending the security

training.


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Create a Career

Exercise Create a career for an employee. Time 10 min

Short Description Use the SAP Easy Access Menu to create a career for an employee.


To create a career, follow the menu path.

Human Resources Personnel Management Personnel Development Settings Current Settings Edit Careers

Menu path

In the screen Carrer Maintenance, please choose the Plan Version 01 and the

current date as the Key Date. Choose . Press to create a new career. As thename, please enter### Security Guard and press Create.

01Current date

### Security Guard

Back in the Career Maintenance Screen, please select the career you just created

and choose Career Change. The graphical editor for maintaining careers willbe opened and enables you to create the career in form of a network.

The first station of the career shall be a position. To create the position, please

click on the position field in the Node Area on the bottom right side of the screen

and afterwards please click in the Display Area on the left side of the screen. Inthe upcoming screen Choose Position please choose the position ### Chief

Security Manager via the path Global Bike Group Global Bike USAdministration and Financials Administration ### Chief SecurityManager in the Structure Search via double-clicking.

### Chief SecurityManager


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Execute Career Planning

Exercise Execute the career planning. Time 5 min

Short Description Use the SAP Easy Access Menu to execute the career planning for an employee.


To execute the career planning, follow the menu path.

Human Resources Personnel Management Personnel Development Planning Career

Menu path

Enter the personnel number of the employee who is in charge of the ### Security

Guard position. As the reporting period, please choose the current date as theKey date. The planning criteria shall include qualifications, careers and

potentials. Press .

The career planning shall display for which positions the qualifications andpotentials of the employee are suitable and which careers the employee may

follow.

In order to dis la the rofiles of the ositions lease lace the cursor to a


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Maintain Communication Data

Exercise Prepare an appraisal. Time 5 min

Short Description Use the SAP Easy Access Menu to prepare the appraisal for an employee.


To maintain the communication data in the master data, follow the menu path.

Human Resources Personnel Management Administration HRMaster Data Maintain

Menu path

Search for the personnel number of your### Chief Security Manager with the

F4 help using first or last name and press Enter. Choose your employee andcontinue with . Press Enter to retrieve your employees data. Now, type in

Communication in the Infotype field and press Enter. Choose to create theCommunications infotype for the employee.

As the subtype for this infotype choose System User Name [0001] in the

upcoming screen and press .

0001

In the screen Create Communication, please type in yourSAP user in the field

ID/number field. Take care that the validity of the infotype starts on the first ofthe current month.


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Prepare Appraisal

Exercise Prepare an appraisal. Time 5 min

Short Description Use the SAP Easy Access Menu to prepare the appraisal for an employee.


To prepare the appraisal, follow the menu path.

Human Resources Personnel Management Personnel Development Appraisal Create

Menu path

Choose the Individual Appraisal Individual Performance Appraisal. It shall be

valid forone month from today on. In order to define who should perform theappraisal for whom, please choose Supervisor and search for the person being in

charge of the position of the ### Chief Security Manager in the Structure Search

in the field Person. Afterwards, please press Enter. The To-Do List with allemployees, the Security Manager is able to appraise, is displayed. Please choose

the employee, hired by you before, from the list and highlight the respective line.

Press to continue.

In the status bar, the message should be displayed.


Perform Appraisal

Exercise Perform an appraisal. Time 5 min

Short Description Use the SAP Easy Access Menu to perform the appraisal for an employee.


To perform the appraisal, follow the menu path.


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Display Appraisal

Exercise Display the appraisal. Time 10 min

Short Description Use the SAP Easy Access Menu to display the appraisal.

Name (Position) Chris Thomas (Human Resources Manager)

To display the appraisal, follow the menu path.

Human Resources Personnel Management Personnel Development Profile Display

Menu path

Search for the employee in charge of the position Chief Security Manager in the

Find By Area on the left side of the screen. Therefore, choose Person SearchTerm and search with the name of the employee. Choose the employee from the

Hit List via double-click so that he or she is displayed in the right screen area.

On the right side, please have a look at the tab Appraisals Where Appraiser in

order to view all appraisals given by the employee to another employee. The list

should contain the appraisal for the Security Guard with the status Completed.

When clicking on the Individual Performance Appraisal, the respective Ratingscan be displayed.

Now, please search for the employee in charge of the position Security Guard in


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Documents

02 Advanced ERP Using GBI Casestudy HCM[Letter] en v2.1