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HR PROCESSES
IndexPROCESS 1: BENEFITS ADMINISTRATION.....................................................................................................3
PROCESS 1.1: BENEFITSADMINISTRATION..............................................................................................................3PROCESS 1.1.1: Determination of benefits offer for employee.......................................................................6
PROCESS 1.1.2: Adjustment of benefits plans................................................................................................6
PROCESS 1.1.3: Consistency check................................................................................................................7PROCESS 1.1.4: Selection of benefits..............................................................................................................................9
PROCESS 1.2: HEALTH INSURANCE CLAIM...........................................................................................................11
PROCESS 1.3: COBRA...................................................................................................................................11
PROCESS 1.3.1: Initial Notification......................................................................................................... ....11
PROCESS 1.3.2: Enroll.................................................................................................................................11
PROCESS 2: COMPENSATION MANAGEMENT............................................................................................12
PROCESS 2.1: COMPENSATIONMANAGEMENT........................................................................................................12
PROCESS 2.1.1: Preparation of planning for compensation adjustment......................................................12PROCESS 2.1.2: Compensation monitoring..................................................................................................14
PROCESS 2.1.3: Performance of compensation adjustment........................................................................ .14
PROCESS 2.1.4: Consolidation of compensation adjustment plans..............................................................16
PROCESS 2.1.5: Compensation adjustment approval...................................................................................17
PROCESS 2.1.6: Compensation adjustment planning...................................................................................18
PROCESS 2.2: PERSONNEL COST PLANNING.........................................................................................................19
PROCESS 2.3: JOB PRICING................................................................................................................................19
PROCESS 2.4: BUDGETING.................................................................................................................................19
PROCESS 3: EXECUTIVE INFORMATION SYSTEM (EIS)..........................................................................20
PROCESS 3.1: DATAMODELING..........................................................................................................................21
PROCESS 3.2: TASKFUNCTIONSON TOOLS..........................................................................................................21
PROCESS 3.3: TASKFUNCTIONSON INFORMATION SYSTEM....................................................................................21
PROCESS 3.4: TOOLS........................................................................................................................................21
PROCESS 3.5: INFORMATION SYSTEM (EC-EIS)..................................................................................................21
PROCESS 3.6: DATATRANSFER........................................................................................................................ ..21
PROCESS 3.7: DATABASIS...............................................................................................................................27
PROCESS 3.8: BASICSETTINGS...........................................................................................................................28
PROCESS 4: ENVIRONMENT, HEALTH AND SAFETY ..............................................................................29
PROCESS 4.1: MASTER DATA PROCESSING PRODUCT SAFETY.........................................................................29
PROCESS 4.1.1: Material Master PROCESSING EH&S.............................................................................29
PROCESS 4.1.2: Information System............................................................................................................30
PROCESS 4.1.3: Product Safety....................................................................................................................31
PROCESS 4.2: OCCUPATIONAL HEALTH...............................................................................................................35PROCESS 4.2.1: Injury/Illness Log...............................................................................................................36
PROCESS 4.2.2: Protocol.............................................................................................................................37
PROCESS 4.3: INDUSTRIAL HYGIENEAND SAFETY.................................................................................................39
PROCESS 4.3.1: Work Area (PROCESSING)...............................................................................................40
PROCESS 4.3.2: Standard Operating Procedure..........................................................................................40
PROCESS 4.3.3: Accident.............................................................................................................................43
PROCESS 4.3.4: Agent..................................................................................................................................44
PROCESS 4.4: MASTER DATA PROCESSING DANGEROUS GOODSWITH SUBSTANCE DATABASE............................45
PROCESS 4.4.1: Material Master.................................................................................................................45
PROCESS 4.4.2: Product Safety....................................................................................................................48
PROCESS 4.5: MASTER DATA PROCESSING DANGEROUS GOODS WITHOUT SUBSTANCE DATABASE.....................50
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HR PROCESSES
PROCESS 4.5.1: Material Master.................................................................................................................51
PROCESS 4.5.2: Dangerous Goods.............................................................................................................55
PROCESS 5: HR FUNDS AND POSITION MANAGEMENT..........................................................................57
PROCESS 6: ORGANIZATIONAL MANAGEMENT ......................................................................................58
PROCESS 6.1: ORGANIZATIONALPLAN.................................................................................................................58PROCESS 6.1.1: Task analysis.......................................................................................................... ...........59
PROCESS 6.1.2: Organizational monitoring................................................................................................59
PROCESS 6.1.3: Implementation of organizational plan..............................................................................59
PROCESS 6.1.4: Task synthesis....................................................................................................................59
PROCESS 7: PERSONNEL ADMINISTRATION...............................................................................................62
PROCESS 7.1: PERSONNEL ACTIONS....................................................................................................................62
PROCESS 7.1.1: Employee hiring.................................................................................................................67
PROCESS 7.1.2: Employee information on salary adjustment......................................................................67
PROCESS 7.1.3: Employee leaving...............................................................................................................67
PROCESS 7.1.4: Employee transfer..............................................................................................................68
PROCESS 7.1.5: Salary adjustment............................................................................................................ ..68PROCESS 8: PERSONNEL DEVELOPMENT....................................................................................................69
PROCESS 8.1: PERSONALDEVELOPMENT..............................................................................................................69
PROCESS 8.1.1: Succession planning...........................................................................................................69
PROCESS 8.1.2: Individual personnel development planning.................................................................... ..71
PROCESS 8.1.3: Career planning.................................................................................................................75
PROCESS 9: TIME...................................................................................................................................................77
PROCESS 9.1: PERSONNEL TIME MANAGEMENT....................................................................................................77
PROCESS 9.1.1: Personnel time planning....................................................................................................78
PROCESS 9.1.2: Provision of additional personnel time specifications........................................................80
PROCESS 9.1.3: Time statement creation.....................................................................................................81
PROCESS 9.1.4: PROCESSING of personnel time evaluation messages......................................................81
PROCESS 9.1.5: Day evaluation...................................................................................................................82
PROCESS 9.1.6: Personnel time accounts administration...........................................................................85
PROCESS 9.1.7: Entry of employee remuneration specifications.................................................................86
PROCESS 9.1.8: Personnel time recording...................................................................................................87
PROCESS 9.1.9: Infrastructure setup for personnel time recording.............................................................89
PROCESS 9.2: PERSONNEL SHIFT PLANNING - OPERATIVE......................................................................................90
PROCESS 9.2.1: Personnel shift planning - operative.................................................................................90
PROCESS 9.3: INTERFACES.................................................................................................................................92
PROCESS 10: TRAINING AND EVENT MANAGEMENT..............................................................................94
PROCESS 10.1: BASICS.....................................................................................................................................94
PROCESS 10.2: INTERFACES...............................................................................................................................94
PROCESS 11: TRAVEL MANAGEMENT.........................................................................................................124
PROCESS 12: PAYROLL .....................................................................................................................................158
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HR PROCESSES
PROCESS 1: Benefits administrationPath: \Benefits administration
Benefitsadministration
COBRA
HealthInsurance
Claim
PROCESS 1 . 1 : Bene f i t s adm in i s t r a t ionPath: \Benefits administration\Benefits administration
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HR PROCESSES
Employeeparticipationin benefits
is complete
Confirmationof adaptationtransmittedto employee
Consistencycheck
Adjustment
of benefitsplans
Benefitssystem
is available
Benefitsoffermust
be adaptedfor employee
Periodfor recurringenrollmenthas started
Benefitsplans
are availableto employeefor selection
Determinationof benefits
offerfor employee
Benefitsselection
of employeeis available
to enterprise
Notificationgiven
of correctionrequirements
Selectionof benefits
Needto correctbenefitsselection
is transmitted
Benefitsplans
are availablefor enrollment
Employeeparticipationin benefitsis active
Benefitsplans
are availablefor changing
Benefitsplans
are availablefor termination
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HR PROCESSES
PROCESS 1.1.1: Determination of benefits offer for employeePath: \Benefits administration\Benefits administration\Determination of benefits offer for employee
Activit ies:- Obtain information on employee- Obtain information on eligibility provisions- Obtain information on benefits offer- Obtain information on current employee benefits- Make decision on employee benefits- Transmit benefits offer to employee- Transmit information on benefits selection guidelines to employee- Transmit information on current employee benefits
PROCESS 1.1.2: Adjustment of benefits plansPath: \Benefits administration\Benefits administration\Adjustment of benefits plans
Benefitsplans
are availablefor termination
Benefitsplans
are availablefor changing
Benefitsplans
are availablefor enrollment
Employeeparticipationin benefitsis complete
Employeeparticipationin benefitsis active
Enrollmentin benefits
plans[standard]
Confirmationof adaptationtransmittedto employee
Changeof benefits
plans[standard]
Confirmationof adaptation
is desired
Terminationof benefits
plans[standard]
Confirmationof adjustment
of benefitsparticipation[standard]
Activit ies: Enrollment in benefits plans [s tandard]Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Enrollment in benefits plans [standard]
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HR PROCESSES
- Enroll employee in benefits plans
Activit ies: Confirmation of adjustment of benefitsparticipation [standard]Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Confirmation of adjustment of benefits
participation [standard]
- Choose transmission route- Create confirmation of adaptation of benefits participation- Transmit confirmation of adaptation of benefits participation
Activit ies: Termination of benefits plans [standard]Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Termination of benefits plans [standard]
- Terminate employee participation in benefits plans
Activit ies: Change of benefits plans [standard]Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Change of benefits plans [standard]
- Change benefits plans for employee
PROCESS 1.1.3: Consistency checkPath: \Benefits administration\Benefits administration\Consistency check
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HR PROCESSES
Consistencycheck[standard]
Notificationof needto make
correctionfor benefits selection [standard]
Benefitsselection
of employeeis available
to enterprise
Benefitsplans
are availablefor changing
Benefitsplans
are availablefor enrollment
Benefitsplans
are availablefor termination
Needto correctbenefitsselection
is transmitted
Needto correctbenefitsselection
has arisen
Activit ies: Consistency check [standard]Path: \Benefits administration\Benefits administration\Consistency check\Consistency check [standard]
- Check each plan type to determine whether selection is allowed- Check dependencies between plans- Check selected plan parameters- Check that required documents are available- Make decision on selected benefits- Make decision on selected benefits plans
Activit ies: Notification of need to make correction forbenefits selection [standard]Path: \Benefits administration\Benefits administration\Consistency check\Notification of need to make correction forbenefits selection [standard]
- Determine specifications for correction- Choose transmission route- Create notification of need to correct benefits selection- Transmit need to correct benefits selection to employee
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HR PROCESSES
PROCESS 1.1.4: Selection of benefitsPath: \Benefits administration\Benefits administration\Selection of benefits
Benefitsplans
are availableto employeefor selection
Notificationgiven
of correctionrequirements
Benefitsselection
of employeeis available
to enterprise
Selectionof benefits[standard]
Correction
of benefitsselection[standard]
Activit ies: Selection of benefits [standard]Path: \Benefits administration\Benefits administration\Selection of benefits\Selection of benefits [standard]
- Choose required benefits- Obtain required documents- Transmit required benefits selection to employer- Transmit required documents to employer
Activit ies: Correction of benefits selection [standard]Path: \Benefits administration\Benefits administration\Selection of benefits\Correction of benefits selection [standard]
- Correct benefits selection- Correct benefits plan parameters- Obtain required documents- Transmit corrected benefits selection to employer- Transmit required documents selection to employer
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HR PROCESSES
Timereached
for consolidation
Compensationmonitoring
Comp.adjustment
planis released
for checking
Compensationadjustmentapproval
New timeis determined
for consolidationof comp.adj. plan
Subplanrequirementfor comp.
adjustmentis transmitted
Preparationof planningfor comp.
adj.desired
Compensationmanagement
systemavailable
Requirementfor comp.
adj.planningavailable
Benefitsoffermust
be adaptedfor employee
Basesof compensation
adjustmentmust
be changed
Payrollaccounting
specificationschanged
Compensationadjustment
planis c onverted
Performanceof comp.
adj.is desired
Specificationsfor comp.
adjustmentavailable
Preparationof planning
for compensationadjustment
Compensationadjustment
planningis desired
Consolidationof compensation
adjustmentplans
Notificationgiven
of needto correct
comp. adj. plan
Subplanfor comp.
adjustmentreleased
for approval
Compensationcheck
is desired
Compensationadjustment
planis approved
Compensationmanagement
systemmust
be adjusted
Compensationadjustment
planreleased
for approval
Job evaluationmust
be updated
Needto correct
comp.adj.
plan is available
Compensation
adjustmentplanning
Performanceof compensation
adjustment
Employeenotified
of compensationadjustment
Needto correct
comp.adj.
plan is transmitted
Subplanfor comp.
adj.available
for consolidation
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HR PROCESSES
PROCESS 1 . 2 : Hea l t h In su rance C l a imPath: \Benefits administration\Health Insurance Claim
PROCESS 1 . 3 : COBRAPath: \Benefits administration\COBRA
InitialNotification
Enroll
PROCESS 1.3.1: Initial NotificationPath: \Benefits administration\COBRA\Initial Notification
PROCESS 1.3.2: EnrollPath: \Benefits administration\COBRA\Enroll
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HR PROCESSES
PROCESS 2: Compensation managementPath: \Compensation management
Compensationmanagement
Budgeting
Job Pricing
PersonnelCost
Planning
PROCESS 2 . 1 : Compensa t i on managemen tPath: \Compensation management\Compensation management
PROCESS 2.1.1: Preparation of planning for compensation adjustmentPath: \Compensation management\Compensation management\Preparation of planning for compensation adjustment
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HR PROCESSES
Relevantinfo.
for comp.
adj.planning available
Obtainmentof information
for compensationadjustment
planning
Preparationof planningfor comp.
adj.desired
Determinationof specificationsfor compensation
adjustment
Compensationmanagement
systemavailable
Specificationsfor comp.
adjustmentavailable
Requirementfor comp.
adj.planningavailable
Basesof compensation
adjustmentmust
be changed
Activit ies: Obtainment of information for compensationadjustment planningPath: \Compensation management\Compensation management\Preparation of planning for compensationadjustment\Obtainment of information for compensation adjustment planning
- Obtain information on org. structure- Obtain information on job pricing- Obtain information on pay grade structure- Obtain information on general economic environment- Obtain enterprise-specific information on comp. adjustment planning
Activit ies: Determination of specifications for compensationadjustmentPath: \Compensation management\Compensation management\Preparation of planning for compensationadjustment\Determination of specifications for compensation adjustment
- Determine relevant compensation elements- Determine compensation adjustment types- Determine basic condition for comp. adjustment amount- Determine eligibility provisions for comp. adjustment- Determine budget specifications for comp. adjustment
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HR PROCESSES
- Determine time specifications for compensation adjustment
PROCESS 2.1.2: Compensation monitoringPath: \Compensation management\Compensation management\Compensation monitoring
Compensationadjustment
planis approved
Compensationmonitoring
Specificationsfor comp.
adjustmentavailable
Compensationcheck
is desired
Basesof compensation
adjustmentmust
be changed
Job evaluationmust
be updated
Compensationmanagement
systemmust
be adjusted
Activit ies: Compensation monitoringPath: \Compensation management\Compensation management\Compensation monitoring\Compensation monitoring
- Obtain information on basic compensation management conditions- Obtain information on compensation system- Obtain information on employee compensation- Analysis of available info on comp management system- Determine need to act for compensation management system
PROCESS 2.1.3: Performance of compensation adjustmentPath: \Compensation management\Compensation management\Performance of compensation adjustment
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HR PROCESSES
PROCESS 2.1.4: Consolidation of compensation adjustment plansPath: \Compensation management\Compensation management\Consolidation of compensation adjustment plans
Subplan
for comp.adj.available
for consolidation
New timeis determined
for consolidationof comp.adj. plan
Furthersubplansrequired
for compensationadjustment
Subplanrequirementfor comp.
adjustmentis transmitted
Comp.adjustment
planis released
for checking
Consolidationof compensation
adjustmentplan
Subplanrequirement
for compenationadjustment
Timereachedfor consolidation
Activit ies: Consolidation of compensation adjustment planPath: \Compensation management\Compensation management\Consolidation of compensation adjustmentplans\Consolidation of compensation adjustment plan
- Include subplans in overall plan- Check that all subplans are available
- Released consolidated plan for checking
Activit ies: Subplan requirement for compenation adjustmentPath: \Compensation management\Compensation management\Consolidation of compensation adjustment plans\Subplanrequirement for compenation adjustment
- Create subplan requirement for comp. adjustment- Choose transmission route- Transmit subplan requirement for compensation adjustment
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HR PROCESSES
PROCESS 2.1.5: Compensation adjustment approvalPath: \Compensation management\Compensation management\Compensation adjustment approval
Needto correct
comp.adj.
plan is transmitted
Approvalof subplan
for compensationadjustment
Approvalof compensation
adjustmentplan
Notificationof need
to correctcompensation
adjustment plan
Subplanfor comp.
adjustmentreleased
for approval
Compensationadjustment
planis approved
Needto correct
comp.adj.
plan is available
Compensationadjustment
planreleased
for approval
Subplanfor comp.
adj.available
for consolidation
Activit ies: Approval of subplan for compensation adjustmentPath: \Compensation management\Compensation management\Compensation adjustment approval\Approval of subplan forcompensation adjustment
- Check adequacy of compensation adjustment
- Check financial resources for compensation adjustment
Activit ies: Notification of need to correct compensationadjustment planPath: \Compensation management\Compensation management\Compensation adjustment approval\Notification of need tocorrect compensation adjustment plan
- Determine correction specifications for comp. adjustment plan- Create notification of need to correct compensation adjustment plan- Choose transmission route
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HR PROCESSES
- Transmit notification of need to correct comp. adjustment plan
Activit ies: Approval of compensation adjustment planPath: \Compensation management\Compensation management\Compensation adjustment approval\Approval ofcompensation adjustment plan
- Check adequacy of compensation adjustment- Check financial resources for compensation adjustment
PROCESS 2.1.6: Compensation adjustment planningPath: \Compensation management\Compensation management\Compensation adjustment planning
Correctionof compensation
adjustmentplan
Checkfor compensation
adjustmentplan
Subplanfor comp.
adjustmentreleased
for approval
Compensationadjustment
planreleased
for approval
Needto correct
comp.adj.
plan is available
Comp.adjustment
planis released
for checking
Specifications
for comp.adjustmentavailable
Compensation
adjustmentplanningis desired
Notification
givenof needto correct
comp. adj. plan
Creationof compensation
adjustmentplan
Activit ies: Creation of compensation adjustment planPath: \Compensation management\Compensation management\Compensation adjustment planning\Creation ofcompensation adjustment plan
- Obtain info on basic conditions of comp. adjustment amount- Obtain info on eligibility provisions for comp. adjustment- Obtain info on budget specifications for comp. adjustment
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HR PROCESSES
- Obtain info on time specifications for comp. adjustment- Determine employee affected- Obtain info on employee for compensation adjustment- Create compensation adjustment plan
Activit ies: Check for compensation adjustment planPath: \Compensation management\Compensation management\Compensation adjustment planning\Check forcompensation adjustment plan
- Check observance of basic conditions for comp. adj. Amount- Check observance of eligibility provisions for comp. adj.- Check observance of budget specifications for comp. adj.
Activit ies: Correction of compensation adjustment planPath: \Compensation management\Compensation management\Compensationadjustment planning\Correction of compensation adjustment plan
- Obtain correction specification for comp. adj. Plan- Obtain info on basic conditions of comp. adjustment amount- Obtain info on eligibility provisions for comp. adjustment- Obtain info on budget specifications for comp. adjustment- Obtain info on time specifications for comp. adjustment- Obtain info on employee for compensation adjustment- Correct compensation adjustment plan
PROCESS 2 . 2 : P e r sonne l Co s t P l ann ingPath: \Compensation management\Personnel Cost Planning
PROCESS 2 . 3 : J ob P r i c ingPath: \Compensation management\Job Pricing
PROCESS 2 . 4 : Budge t i ngPath: \Compensation management\Budgeting
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HR PROCESSES
PROCESS 3: Executive Information System (EIS)Path: \Enterprise Controlling\Executive Information System (EIS)
Datatransferspecified
InformationSystem
Toolsset up
Datatransfer
Taskfunctionsfor toolsset up
Taskfunctions
for InformationSystemset up
BasicSettings
to bemade
Datamodeling
TaskFunctions
on InformationSystem
InformationSystem
(EC-EIS)
NumberRangesDefined
ForeignCurrencies
Are Specified
Basicsettings
Unitsof MeasureSpecified
FileNames
Established
DataModelingRequired
Databasis
determined
Tools
Databasis
TaskFunctionson Tools
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HR PROCESSES
PROCESS 3 . 1 : Da ta mode l i ngPath: \Enterprise Controlling\Executive Information System (EIS)\Data modeling
PROCESS 3 . 2 : Tas k Fun c t ions on Too l sPath: \Enterprise Controlling\Executive Information System (EIS)\Task Functions on Tools
- Data (Tools)- Information System
PROCESS 3 . 3 : Tas k Func t i ons on In f o rma t i on Sy s t emPath: \Enterprise Controlling\Executive Information System (EIS)\Task Functions on Information System
SubPROCESSES- Reports (EIS)- Forms (EIS)- Variables (EIS)- Report data (EIS)- Report portfolio (EIS)
PROCESS 3 . 4 : Too l sPath: \Enterprise Controlling\Executive Information System (EIS)\Tools
SubPROCESSES- Conversion to Release 4.0- Autorization management (EIS)- Data basis- Data Transfer- Data- Transport
PROCESS 3 . 5 : In f o rma t i on Sy s t em (EC -E IS )Path: \Enterprise Controlling\Executive Information System (EIS)\Information System (EC-EIS)
SubPROCESSES- Maintain Report Selection- Print in MS Word for Windows- Maintain Hierarchy Directory
PROCESS 3 . 6 : Da ta t r ans f e rPath: \Enterprise Controlling\Executive Information System (EIS)\Data transfer
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HR PROCESSES
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HR PROCESSES
Definematerial
type
Specifymaterialnumber
Specifyindustrysector
Chooseviews
Maintainunits
of measure/ dimensions
Maintainmaterial
description
Definelaboratory/
office
Enterenvironment
data
Processcross-plant
materialstatus
and validityDefinewhethermaterial
is configurableDefine
distributionof material
master/ALE
Checkdesign
documents
EnterEAN/UPC
code
Definequota
allocationprocedure
Classifymaterial
Processmaterialstatus
and validityacross distribution chains
Maintainstatistics
group
Maintainvolumerebategroup
Maintainitem
categorygroup
Maintainsalesstatus
Maintainshipping
data
Definegeneral
plantparameters
Maintainproduct
attributes
Checkforeigntradedata
for exportProcessmaterialstatus
and validityspecific to distribution chain
Determinetax data
Maintainprice
determinationdata
Maintaincommission
group
Maintainaccount
assignmentgroup
Maintainquantity
agreements
Maintainavailability
check
Maintainsalestexts
Maintainmaterialgroups
Maintaingeneralforeign
tradedata
Specifyexport
licenses
Maintainpreference
data
Creatematerial
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HR PROCESSES
Datais to
be transferredfrom
Other Applications
Datais to
be transferredfrom
Source System
ControlReport
Portfolio
Non-SAPSystemsDefined
Stepswhensettingup a
data transfer
TransactionData
Defined
MasterData
Defined
CommentsDefined
MasterData
Hierarchy
Defined
RepeatabilityfromData
transfer
(Authentification/Scheduling)
TransferProcedure
Defined
External
Systems
FileDefined
Transactiondata
ControlReport
PortfolioDefined
DataTransferSet Up
DataTransferSteps
Defined
Masterdata
Comments
MasterData
Hierarchy
Transferprocedure
File
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HR PROCESSES
PROCESS 3 . 7 : Da ta ba s i sPath: \Enterprise Controlling\Executive Information System (EIS)\Data basis
Derivation
Characteristics
Validation
Basickey figures
DataBasisneedsto be
defined
CharacteristicsDefined
AccountedKey Figures
Defined
Dataslices
Fieldgroups
CommentTablesDefined
SummarizationLevels
Defined
CurrencyTranslation
Defined
ValidationCompleted
Aspect
CalculatedKey Figures
Commenttables
FixedCharacteristics
Summarizationlevels
DerivationsSpecified
AspectsSpecified
CurrencyTranslation
Typesfor Data
r and Planning Layouts
BasicKey FiguresSpecified
Databasis
determined
SpecifyField
Groups
FixedCharacteristics
Specified
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HR PROCESSES
PROCESS 3 . 8 : Bas i c s e t t ing sPath: \Enterprise Controlling\Executive Information System (EIS)\Basic settings
Numberranges
Foreigncurrencies
FileNames
Established
QuantityUnits
ForeignCurrencies
Are Specified
Unitsof MeasureSpecified
Filenames
NumberRangesDefined
BasicSettings
to bemade
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HR PROCESSES
PROCESS 4: Environment, Health and SafetyPath: \Environment, Health and Safety
- Master data PROCESSING product safety
- Master data PROCESSING dangerous goods with substance database- Industrial Hygiene and Safety
- Occupational Health
PROCESS 4 . 1 : Mas te r Da ta PROCESS ING P roduc t Sa f e t yPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety
EH&Smaster
datais to
be created
ProductSafetydatais to
be processed
Drilldownreporting
is tobe carried
out
Resultis displayed
Processingis completed
MaterialMaster
InformationSystem
ProductSafety
PROCESS 4.1.1: Material Master PROCESSING EH&SPath: \Environment, Health and Safety\Master Data PROCESSing Product Safety\Material Master\Material MasterPROCESSING EH&S
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HR PROCESSES
Activities
PROCESS 4.1.2: Information SystemPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information System
Drilldownreporting
is tobe carried
out
Resultis displayed
SubstanceSearchUsing
Substanceformation System
ReportSearchUsingReport
Information System
Activit ies: Substance Search Using Substance InformationSystemPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information System\Substance SearchUsing Substance Information System
- Enter search criteria- Specify Time Limit- Save Query- Save Set of Hits- Choose Output Variant- Edit Output Variants
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HR PROCESSES
- Define drill down reporting as a job
Activit ies: Report Search Using Report Information SystemPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information System\Report Search UsingReport Information System
- Choose report category- Choose language- Specify Time Limit- Choose Report Object- Display Report- Trigger Substance Report Shipping Manually
PROCESS 4.1.3: Product SafetyPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety
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HR PROCESSES
Activit ies: Phrase PROCESSING
Processingof Substance
ReportGeneration
Variants
DocumentTemplate
Processing
SubstanceReport
Processing
ReportShipping
ProductSafetydatais to
be processed
PhraseProcessing
Processingis completed
Shipping(printing)of reports
is tobe triggered
Phrasesare to
be assignedto the
characteristics of the substance properties
PhraseSet Processing
Substancereportis to
be created
SubstanceMaster
Processingfor Product
Safety
Attributesare to
be formulatedin textform
SubstanceClassification
UsingEH&SExpert
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HR PROCESSES
Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Phrase PROCESSING
- Choose phrase library- Enter phrase key- Enter phrase group
- Enter phrase text in source language- Enter phrase code in source language- Record change document- Allocate phrase to phrase set- Maintain phrase items (Translation)- Specify conditional phrase output via user exit- Set up phrase distribution via ALE
Activit ies: Report ShippingPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Report Shipping
- Monitor Report Shipping- Monitor Subsequent Shipping of reports
Activit ies: Substance Report PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance ReportPROCESSING
- Select substance(s) for report PROCESSING- Trigger report generation from substance management
- Trigger report generation from request(s)- Release reports- Archive reports using Archivelink- Select report(s) in substance information system- Trigger substance report generation
Activit ies: Document Template PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Document TemplatePROCESSING
- Choose Document category- Enter document template- Enter document template description- Enter relevant language dependent labels- PROCESS contents of document template- Release document template
Activit ies: PROCESSING of Substance Report GenerationVariantsPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\PROCESSING of SubstanceReport Generation Variants
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HR PROCESSES
- Enter substance report generation variant- Enter leading validity area- Enter substance report type- Enter document template
- Enter control indicator for report management- Enter relevant language dependent labels- Enter ratings- Maintain relevant validity area / laanguage assignments for multilingual reports
Activit ies: Substance Classification Using EH&S ExpertPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance ClassificationUsing EH&S Expert
- Maintain rule using rule editor
- Use rule in substance characteristic assignment
Activit ies: Substance Master PROCESSING for Product SafetyPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance MasterPROCESSING for Product Safety
- Maintain substance char value items- Allocate subs indentifiers to subs lists- Record substance char value additional information- Generate substance hit list
- Record change document- Select substances for report PROCESSING- Assign materials to substances- Specify substances identifiers- Choose subs characteristic category in properties tree
Activit ies: Phrase Set PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Phrase Set PROCESSING
- Enter phrase set- Enter phrase set label
- Record change document- Enter label in language- Allocate sorted phrases to phrase set
PROCESS 4 . 2 : Occupa t i ona l Hea l t hPath: \Environment, Health and Safety\Occupational Health
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HR PROCESSES
Occupationalhealthdatais to
be entered
Enteringdata
is completed
Injury/IllnessLog
Protocol
PROCESS 4.2.1: Injury/Illness LogPath: \Environment, Health and Safety\Occupational Health\Injury/Illness Log
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HR PROCESSES
Injury/Illness
Log EntryProcessing
DataTransferInjury/
IllnessLog to Accident
Occupationalhealthdatais to
be entered
Enteringdata
is completed
Injury/illness
log entriesare to
be entered in the injury/illness log
Activit ies: Injury/Illness Log Entry PROCESSINGPath: \Environment, Health and Safety\Occupational Health\Injury/Illness Log\Injury/Illness Log Entry PROCESSING
- Enter person- Enter reason for inclusion- Enter treatment- Arrange follow up appointment- Trigger medical service
Activit ies: Data Transfer Injury/Illness Log to AccidentPath: \Environment, Health and Safety\Occupational Health\Injury/Illness Log\Data Transfer Injury/Illness Log to Accident
- Transfer data to incident / accident log
PROCESS 4.2.2: ProtocolPath: \Environment, Health and Safety\Occupational Health\Protocol
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HR PROCESSES
Medicalservice
is tobe createdfor person
Questionnaireanswersare to
be entered
Evaluationsare to
be Performed
ProtocolAssignment
OpenMedicalService
AnsweringQuestionnaires
MedicalService
Processing
Occupationalhealthdatais to
be entered
Enteringdata
is completed
Protocolis to
be assignedto person
DeterminingProtocolProposal
Lists
Activit ies: Determining Protocol Proposal ListsPath: \Environment, Health and Safety\Occupational Health\Protocol\Determining Protocol Proposal Lists- Assign agent- Create / maintain exposure group- Create / maintain questions- Create / maintain questionaire- Create / maintain examination- Create / maintain preliminary examination- Determine exposure situation of person
Activit ies: Medical Service PROCESSINGPath: \Environment, Health and Safety\Occupational Health\Protocol\Medical Service PROCESSING- Enter medical results- Enter diagnostics- Enter occupational health assessment- Enter restrictions- Enter trigger corrective actions- Specify next appointment for protocol- Close service
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HR PROCESSES
Activit ies: Answering QuestionnairesPath: \Environment, Health and Safety\Occupational Health\Protocol\Answering Questionnaires
- Enter questionnaire answers
- Check questionnaire answers
Activit ies: Open Medical ServicePath: \Environment, Health and Safety\Occupational Health\Protocol\Open Medical Service
- Choose person- Check protocol assignment- Group protocols together- Choose person for medical service- Open medical service
Activit ies: Protocol AssignmentPath: \Environment, Health and Safety\Occupational Health\Protocol\Protocol Assignment
- Assignment protocol to person
PROCESS 4 . 3 : Indus t r ia l Hyg i ene an d Sa f e t yPath: \Environment, Health and Safety\Industrial Hygiene and Safety
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HR PROCESSES
StandardOperatingProcedure
Workareais to
be defined
WorkArea
Agentsin the
enterpriseare to
be entered
Accidentdatais to
be entered
Enteringdata
is completed
Agent
Createstandardoperatingprocedure
Accident
PROCESS 4.3.1: Work Area (PROCESSING)Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Work Area\Work Area PROCESSING
Activities- Enter work area data- Enter industrial hygiene and safety data- Maintain exposure profile- Interpret data
PROCESS 4.3.2: Standard Operating ProcedurePath: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure
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HR PROCESSES
Definematerial
type
Specifymaterialnumber
Specifyindustrysector
Chooseviews
Maintainunits
of measure/ dimensions
Maintainmaterial
description
Define
laboratory/office
Enterenvironment
data
Processcross-plant
materialstatus
and validityDefine
whethermaterial
is configurableDefine
distributionof material
master/ALE
Checkdesign
documents
EnterEAN/UPC
code
Definequota
allocationprocedure
Classifymaterial
Processmaterialstatus
and validityacross distribution chains
Maintainstatistics
group
Maintainvolumerebategroup
Maintainitem
categorygroup
Maintainsalesstatus
Maintainshipping
data
Definegeneral
plantparameters
Maintainproduct
attributes
Checkforeigntradedata
for exportProcessmaterialstatus
and validityspecific to distribution chain
Determinetax data
Maintainprice
determinationdata
Maintaincommission
group
Maintainaccount
assignmentgroup
Maintainquantity
agreements
Maintainavailability
check
Maintainsalestexts
Maintainmaterialgroups
Maintaingeneralforeigntradedata
Specifyexport
licenses
Maintainpreference
data
Creatematerial
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HR PROCESSES
Processingof Substance
ReportGeneration
Variants
DocumentTemplate
Processing
SubstanceReport
Processing
Enteringdata
is completed
Createstandardoperatingprocedure
ReportShipping
Shipping(printing)of reports
is tobe triggered
Activit ies: PROCESSING of Substance Report GenerationVariantsPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure\PROCESSING ofSubstance Report Generation Variants
- Enter substance report generation variant- Enter leading validity area- Enter substance report type- Enter document template- Enter control indicator for report management
- Enter relevant language dependent labels- Enter ratings- Maintain relevant validity area / language assignments for multilingual reports
Activit ies: Report ShippingPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure\Report Shipping
- Monitor report shipping- Monitor subsequent shipping of reports
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HR PROCESSES
Activit ies: Substance Report PROCESSINGPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure\Substance ReportPROCESSING
- Select substances for report PROCESSING- Trigger report generation from substance management- Trigger report generation from requests- Release reports- Archive reports using archivelink- Select report(s) in substance information system- Trigger substance report generation
Activit ies: Document Template PROCESSINGPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure\Document TemplatePROCESSING
- Choose document category- Enter document template- Enter document template description- Enter relevant language dependent labels- PROCESS contents of document template- Release document template
PROCESS 4.3.3: AccidentPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Accident
Incident/
AccidentLog Processing
Accidentdatais to
be entered
Createstandardoperatingprocedure
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HR PROCESSES
Activit ies: Incident/Accident Log PROCESSINGPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Accident\Incident/Accident Log PROCESSING
- Enter / maintain event related accident data- Enter / maintain person related accident data
PROCESS 4.3.4: AgentPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent
Agentsin the
enterpriseare to
be entered
Agentsare to
be assignedto exposure
logs
Createstandardoperatingprocedure
AgentProcessing
Exposure
Log Processing
Activit ies: Agent PROCESSINGPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent\Agent PROCESSING
- Specify substance char values- Enter substance category- Maintain char value for subs char val assignment- Determine notification status- Record change document- Select substances for reporting PROCESSING- Assign materials to substance- Specify substance identifiers- Choose subs characteristics category in properties tree
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HR PROCESSES
Activit ies: Exposure Log PROCESSINGPath: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent\Exposure Log PROCESSING
- Enter exposure log
- Maintain exposure amounts
PROCESS 4 . 4 : Mas te r Da ta PROCESS ING Dan ge rous Goods w i thSubs tance Da tabase
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database
EH&Smaster
datais to
be created
DangerousGoods
Processing
is completed
Dangerousgoods
masteris to
be processed
Basicdatais to
be processed
MaterialMaster
ProductSafety
PROCESS 4.4.1: Material MasterPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\MaterialMaster
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HR PROCESSES
Dangerousgoodsmaster
is tobe processed
Basicdata
is tobe processed
MaterialMaster
ProcessingEH&S
EH&Smasterdatais to
be created
Activit ies: Material Master PROCESSING EH&SPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\MaterialMaster\Material Master PROCESSING EH&S
PROCESS 4.4.2: Dangerous GoodsPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\DangerousGoods
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HR PROCESSES
Subsequent
Processingof Dangerous
GoodsMaster
FillingDangerous
GoodsMaster
from Substance Database
Dangerousgoodsmaster
is tobe processed
Processingis completed
DangerousGoodsMaster
Distribution
Automaticretrieval
of dangerousgoods
data is to be carried out
Dangerousgoodsmaster
is tobe distributed
Activit ies: Subsequent PROCESSING of Dangerous GoodsMasterPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\DangerousGoods\Subsequent PROCESSING of Dangerous Goods Master
- Enter material- Enter dangerous goods regulation- Generate dangerous goods hit list- PostPROCESS empty fields
Activit ies: Dangerous Goods Master DistributionPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\DangerousGoods\Dangerous Goods Master Distribution
- Enter material- Enter dangerous goods regulation- Enter selection date- Enter logical target system- Execute dangerous goods master distribution
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HR PROCESSES
Activit ies: Fil l ing Dangerous Goods Master from SubstanceDatabasePath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\DangerousGoods\Filling Dangerous Goods Master from Substance Database
- Set selection date- Enter dangerous goods classification- Enter real substance- Enter material- Enter phrase group for dangerous goods texts- Carry out filling for dangerous goods master
PROCESS 4.4.2: Product SafetyPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\ProductSafety
PhraseProcessing
PhraseSet Processing
Processingis completed
Basicdatais to
be processed
Phrasesare to
be assignedto the
characteristics of the substance properties
DangerousGoodsBasicData
Processing
Attributesare to
be formulatedin textform
DangerousGoods
Classification
SubstanceMaster
ProcessingProduct
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HR PROCESSES
Activit ies: Phrase PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\ProductSafety\Phrase PROCESSING
- Choose phase library- Enter phrase key- Enter phrase group- Enter phrase text in source language- Record change document- Allocate phrase to phrase set- Maintain phrase items (translation)- Specify conditional phrase output via user exit- Set up phrase distribution via ALE
Activit ies: Substance Master PROCESSING ProductPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\ProductSafety\Substance Master PROCESSING Product
- Specify substance char value usage- Enter substance category real substance- Trigger dangerous goods master filling- Record change document- Choose properties tree dangerous goods data- Enter reference substances- Choose subs characteristics category in properties tree
Activit ies: Dangerous Goods ClassificationPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\ProductSafety\Dangerous Goods Classification
- Enter substance key- Enter substance category dangerous goods classification- Enter substance authorization group- Generate substance hit list- Specify substance identifiers- Maintain transport classifications
- Maintain hazard inducer- Specify substance char value usage
Activit ies: Dangerous Goods Basic Data PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\ProductSafety\Dangerous Goods Basic Data PROCESSING
- Enter substance key- Enter substance category and listed substance- Enter substance authorization group
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HR PROCESSES
- Generate substance hit list- Specify substance identifiers- Allocate subs identifiers to subs lists- Maintain dangerous goods regulation data- Specify substance char value usage- Accept dangerous goods basic data from data provider
Activit ies: Phrase Set PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance Database\ProductSafety\Phrase Set PROCESSING
- Enter phrase set- Enter phrase set label- Record change document
- Enter label in languages- Allocate sorted phrases to phrase set
PROCESS 4 . 5 : Mas te r Da ta PROCESS ING Dan ge rous Goods W i thou tSubs tance Da tabase
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance Database
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HR PROCESSES
EH&Smasterdatais to
be created
Dangerousgoodsmaster
is tobe processed
Processingis completed
MaterialMaster
Dangerous
Goods
PROCESS 4.5.1: Material MasterPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance Database\MaterialMaster
EH&Smasterdatais to
be created
Dangerousgoodsmaster
is tobe processed
MaterialMaster
ProcessingEH&S
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HR PROCESSES
Activit ies: Material Master PROCESSING EH&S
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HR PROCESSES
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HR PROCESSES
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance Database\MaterialMaster\Material Master PROCESSING EH&S
Definematerial
type
Specifymaterialnumber
Specifyindustrysector
Chooseviews
Maintainunits
of measure/ dimensions
Maintainmaterial
description
Definelaboratory/
office
Enterenvironment
data
Processcross-plant
materialstatus
and validityDefine
whethermaterial
is configurableDefine
distributionof material
master/ALE
Checkdesign
documents
EnterEAN/UPC
code
Definequota
allocationprocedure
Classifymaterial
Processmaterialstatus
and validityacross distribution chains
Maintainstatistics
group
Maintainvolumerebategroup
Maintainitem
categorygroup
Maintainsalesstatus
Maintainshipping
data
Definegeneral
plantparameters
Maintainproduct
attributes
Checkforeigntradedata
for exportProcessmaterialstatus
and validityspecific to distribution chain
Determinetax data
Maintainprice
determinationdata
Maintaincommission
group
Maintain
accountassignment
group
Maintainquantity
agreements
Maintainavailability
check
Maintainsalestexts
Maintainmaterialgroups
Maintaingeneralforeigntradedata
Specifyexport
licenses
Maintainpreference
data
Creatematerial
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HR PROCESSES
PROCESS 4.5.2: Dangerous GoodsPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without SubstanceDatabase\Dangerous Goods
DangerousGoodsMaster
Processing
DangerousGoodsMaster
Distribution
Dangerous
goodsmaster
is tobe processed
Processingis completed
Dangerousgoodsmaster
is tobe distributed
Activit ies: Dangerous Goods Master PROCESSINGPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without SubstanceDatabase\Dangerous Goods\Dangerous Goods Master PROCESSING
- Enter material- Enter dangerous goods regulation- Generate dangerous goods hit lists- Enter dangerous goods classification data- Enter substance characteristics- Enter packing data- Enter labelling data- Enter exception data- Enter printed text on paper- Maintain packing requirements- Enter pakaging code- Enter approved quantities for packaging code
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HR PROCESSES
Activit ies: Dangerous Goods Master DistributionPath: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without SubstanceDatabase\Dangerous Goods\Dangerous Goods Master Distribution
- Enter material- Enter dangerous goods regulation- Enter selection date- Enter logical target system- Execute dangerous goods master distribution
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HR PROCESSES
PROCESS 5: HR Funds and Position managementPath: \HR Funds and Position Management
HR Fundsand PositionManagement
Integrationwith
FundsManagement
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HR PROCESSES
PROCESS 6: Organizational managementPath: \Organizational Management
PROCESS 6 . 1 : O rgan i za t i ona l p l anPath: \Organizational Management\Organizational plan
Performanceof Organizational
Planningis Desired
Organizationalmonitoring
Organizationalplan
is releasedfor implementation
Checkdesired
for organizationalstructure
Taskcatalogmust
be adapted
Requirementfor organizational
planunit
is available
Requirementfor job
is available
Requirementfor positionis available
Implementationof Organizational
Structureis Desired
Taskanalysis
Tasksynthesis
Analysisof enterprise
taskis desired
Enterprisegoals
are determined
Resourcespecificationsare available
Taskcatalog
is available
Implementationof organizational
plan
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HR PROCESSES
PROCESS 6.1.1: Task analysisPath: \Organizational Management\Organizational plan\Task analysis
Activities- Derivation of global tasks (from enterprise goals)- Subdivisions of tasks (different alternatives)- Check whether futher subdivision is necessary- Evaluation of draft task catalog- Make decision on draft task catalog
PROCESS 6.1.2: Organizational monitoringPath: \Organizational Management\Organizational plan\Organizational monitoring
Activities- Obtain info on task catalog- Obtain info on organizational plans- Obtain info on jobs- Obtain info on positions- Obtain info on basic conditions for organizational planning- Obtain info on progress of implementation- Make decision on organizational plan
PROCESS 6.1.3: Implementation of organizational planPath: \Organizational Management\Organizational plan\Implementation of organizational plan
PROCESS 6.1.4: Task synthesisPath: \Organizational Management\Organizational plan\Task synthesis
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HR PROCESSES
Performanceof Organizational
Planningis Desired
Taskcatalog
is available
Organizationalplan
is releasedfor implementation
Requirementfor organizational
planunit
is available
Requirementfor job
is available
Requirementfor positionis available
Determinespecifications
for organizationalplanning
[standard]
Planningof organizational
plan[standard]
Activit ies: Determine specifications for organizationalplanning [standard]Path: \Organizational Management\Organizational plan\Task synthesis\Determine specifications for organizational planning[standard]
- Determine tasks relevant to organizational planning- Determine date for completion of organizational plan- Determine other basic conditions for organizational planning
Activit ies: Planning of organizational plan [standard]Path: \Organizational Management\Organizational plan\Task synthesis\Planning of organizational plan [standard]
- Define organizational plan unit- Define job- Define position- Monitoring of organizational structure- Evaluation of draft organizational plan- Make decision on draft organizational plan
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HR PROCESSES
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HR PROCESSES
PROCESS 7: Personnel AdministrationPath: \Personnel Administration
PROCESS 7 . 1 : P e r sonne l A c t ion sPath: \Personnel Administration\Personnel Actions
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HR PROCESSES
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HR PROCESSES
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HR PROCESSES
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HR PROCESSES
Timefor restartreached
Employeeinformationon salary
adjustment
Payrollaccounting
specificationschanged
Salaryadjustment
for employeeis approved
Notificationgiven
of approvalof employee
transfer
Employeestaffs
position
Employeehiring
Employeeis in
an inactivework
relationship
Employeehas left
Employeeis retired
Reasonfor employee
leavinghas arisen
Salaryadjustment
Notificationof changein salary
transmittedto employee
Benefitsoffermust
be adaptedfor employee
Employeetransfer
Positionis Vacant
Employeeleaving
Employeeinformationon change
desired
Applicantmust
be hired
Employeeis active
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HR PROCESSES
PROCESS 7.1.1: Employee hiringPath: \Personnel Administration\Personnel Actions\Employee hiring
- Transfer personal data on employee- Transfer organizational assignment- Enter personnel time recording specifications- Enter payroll accounting specifications- Enter personnel internal control data- Enter additional information on employee
PROCESS 7.1.2: Employee information on salary adjustmentPath: \Personnel Administration\Personnel Actions\Employee information on salary adjustment
- Choose transmission route- Create notification of change in salary
- Transmit notification of changen in salary to employee
PROCESS 7.1.3: Employee leavingPath: \Personnel Administration\Personnel Actions\Employee leaving
Employeeis in
an inactivework
relationship
Employeehas left
Employeeis retired
Reasonfor employee
leavinghas arisen
Employeeis active
Payrollaccounting
specificationschanged
Positionis Vacant
Employeeleaving
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HR PROCESSES
- Change employee status- Delimit payroll specifications- Delimit organizational assignment- Delimit personell internal control data
PROCESS 7.1.4: Employee transferPath: \Personnel Administration\Personnel Actions\Employee transfer
- Update organizational assignment- Update personnel time recording specifcations- Update payroll specifications- Update personnel internal control data- Enter additional information on employee
PROCESS 7.1.5: Salary adjustmentPath: \Personnel Administration\Personnel Actions\Salary adjustment
- Update payroll specifications
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HR PROCESSES
PROCESS 8: Personnel developmentPath: \Personnel development\Personnel development
PROCESS 8 . 1 : P e r sona l deve l opmen t
PROCESS 8.1.1: Succession planningPath: \Personnel development\Personnel development\Succession planning
Successionplanning
Personneldevelopment
planmust
be determined
Development
planis inprocess
Checkdesired
for developmentplan
Development
planis complete
Careerplanning
Successionplanning
mustbe performed
for position
Employeecareerplanmust
be checked
Successionplanning
mustbe checked
Successionplan
for positionis in
process
Employeecareerplanmust
be checked
Needto recruit
has arisen
Checkdesired
for successionplan
Individualpersonnel
developmentplanning
Successionplanning
mustbe checked
Successionplan
is complete
Careerplanning
mustbe performedfor employee
Staffqualificationsare required
Careerplan
for employeeis in
process
Employeecareerplan
is complete
Employeecareerplan
checkis desired
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HR PROCESSES
Screeningof succession
candidates[standard]
Selectionof succession
candidates[standard]
Successionplanning
mustbe performed
for position
Successionplanmust
be modified
Needto recruit
has arisen
Potentialcandidates
are available
Successionplan
monitoring
[standard]
Staffqualificationsare required
Successionplan
for positionis in
process
Checkdesired
for successionplan
Successionplanning
mustbe checked
Successionplan
is complete
Employeecareerplanmust
be checked
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HR PROCESSES
Activit ies: Screening of succession candidates [standard]Path: \Personnel development\Personnel development\Succession planning\Screening of succession candidates [standard]
- Obtain info on requirements- Obtain info on basic conditions- Determine potential candidates
Activit ies: Succession plan monitoring [standard]Path: \Personnel development\Personnel development\Succession planning\Succession plan monitoring [standard]
- Obtain info on succesion candidates- Obtain info on position
- Obtain info on organizational basic conditions- Make decision on succession plan
Activit ies: Selection of succession candidates [standard]Path: \Personnel development\Personnel development\Succession planning\Selection of succession candidates [standard]
- Obtain info on candidates- Determine candidate selection method- Determin room and date- Invite parties concerned
- Perform selection procedure- Evaluate results of selection procedure- Make a decision on candidates- Inform employee of succession planning
PROCESS 8.1.2: Individual personnel development planningPath: \Personnel development\Personnel development\Individual personnel development planning
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HR PROCESSES
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HR PROCESSES
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HR PROCESSES
Activit ies: Individual personnel development planning[standard]Path: \Personnel development\Personnel development\Individual personnel development planning\Individual personneldevelopment planning [standard]
- Obtain info on employee
- Obtain info on personnel development goals- Obtain info on possible personnel development actions- Obtain info on basic conditions- Determine personnel development actions for employee
Activit ies: Monitoring of personnel development plan[standard]Path: \Personnel development\Personnel development\Individual personnel development planning\Monitoring of personneldevelopment plan [standard]
Staffqualificationsare required
Personneldevelopment
planmust
be determined
Developmentplanis in
process
Checkdesired
for developmentplan
Developmentplan
is complete
Developmentplan
mustbe modified
Individualpersonnel
developmentplanning
[standard]
Monitoringof personneldevelopment
plan[standard]
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HR PROCESSES
- Obtain info on employee- Obtain info on personnel development plan- Obtain info on basic conditions- Obtain info on personnel development actions already implemented- Make decision on personnel development plan
PROCESS 8.1.3: Career planningPath: \Personnel development\Personnel development\Career planning
Activit ies: Career planning [standard]Path: \Personnel development\Personnel development\Career planning\Career planning [standard]
Staffqualificationsare required
Careerplanning
mustbe performedfor employee
Employeecareer
planis inprocess
Employeecareer
plancheckis desired
Employeecareerplan
is complete
Employeecareerplanmust
be modified
Successionplanning
mustbe checked
Careerplanning
[standard]
Employeecareer
planmustbe checked
Careerplan
monitoring[standard]
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HR PROCESSES
- Obtain info on employee- Obtain info on career models- Obtain info on basic conditions- Obtain info on target posts (jobs, positions)- Determine possible target posts (jobs, positions)- Assessment of possible target posts- Determine career plan for employee
Activit ies: Career plan monitoring [standard]Path: \Personnel development\Personnel development\Career planning\Career plan monitoring [standard]
- Obtain info on employee- Obtain info on employee career plan- Obtain info on basic conditions- Make decision on employee career plan
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HR PROCESSES
Process 9: Time
PROCESS 9 . 1 : P e r sonne l T ime Man agemen tPath: \Personnel Time Management\Personnel Time Management
Needfor remuneration
specificationsis available
Needfor personnel
timeevaluationis available
Performanceof personnel
timeevaluationis desired
Timestatementcreation
Personnelcost
assignmentspecificationis available
Activityallocation
specificationsare available
Transferof activityallocation
specificationsis desired
Processingof pers.
timeevaluation
messages is desired
Activityallocation
specificationstransmitted
Personneltime
evaluationmessage
is available
Provisionof additionalpersonnel
timespecifications
Infrastructuresetup
for personneltime
recording
Needfor personnel
timerecording
infrastructure
Needfor correctionof personnel
timespecifications
Personneltime
recordinginfrastructureis available
Needfor personnel
timetransfer
specification
Timeremunerationspecificationis available
Needto createcalendarand workschedule
Needfor correctionof personnel
timequota statement
Externalservice
specificationsare available
Needfor correctionof employee
masterdata
Personneltime
recording
Needfor long-term
workscheduling
No needto act
becauseof pers.
time evaluation message
Actualpersonnel
timespecificationsare available
EE -plannedworking
timedetermination - operative is available
Timestatementcreation
is desired
Personneltime
accountsare updated
Needfor operative
personneltime
scheduling
Day evaluation
Plannedpersonnel
timespecificationsare available
Timestatement
transmittedto employee
Requirementfor operative
plannedworking
time determination
Updateof personnel
timeaccountsis desired
Personneltime
accountposting
is available
Transferof plannedpersonnel
timespecifications as actual is desired
Personneltime
planning
Employee
- personnelday times
are available
Entryof employeeremunerationspecifications
Operativeremunerationspecificationis available
Entryof personnel
timespecifications
is desired
Absenceentitlement
determinationfor employee
is desired
Needfor absenceentitlement
compensation
Person-basedwork
schedulesare available
Processingof personnel
timeevaluationmessages
Needfor personnel
timetransfer
specification
Personneltime
accountsadministration
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HR PROCESSES
PROCESS 9.1.1: Personnel time planningPath: \Personnel Time Management\Personnel Time Management\Personnel time planning
Long-termworking
timeplanning
Operativeplannedworking
timespecification
Operativepersonnel
timeplanning
Requirementfor operative
plannedworking
ime determination
Needto createcalendarand workschedule
Needfor long-term
workscheduling
Needfor operative
personneltime
scheduling
Workschedule
is available
Person-basedwork
schedulesare available
EE -plannedworking
timedetermination - operative is available
Plannedpersonnel
timespecificationsare available
Workschedulecreation
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HR PROCESSES
Activit ies: Work schedule creationPath: \Personnel Time Management\Personnel Time Management\Personnel time planning\Work schedule creation- Obtain info on statutory specifications- Obtain info on contractual specifications- Obtain info on enterprise specifications- Obtain info on environment- Create work schedule elements- Create calendar- Create calendar-based work schedule
Activit ies: Operative personnel time planningPath: \Personnel Time Management\Personnel Time Management\Personnel time planning\Operative personnel timeplanning
- Entry of shift plan specifications- Entry of EE - attendance specifications - plan- Entry of EE - absence specifications - plan- Entry of EE - availability specifications - plan
Activit ies: Operative planned working time specificationPath: \Personnel Time Management\Personnel Time Management\Personnel time planning\Operative planned working timespecification
- operative planned working time determination
Activit ies: Long-term working time planningPath: \Personnel Time Management\Personnel Time Management\Personnel time planning\Long-term working timeplanning
- Assign employee to work schedule- Determine planned working time for employee- Create personal work schedule for employee
Activit ies: Personnel time checkPath: \Personnel Time Management\Personnel Time Management\Personnel time check
- Personnel time check
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HR PROCESSES
Activit ies: Personnel time checkPath: \Personnel Time Management\Personnel Time Management\Personnel time check\Personnel time check
- Personnel time check
PROCESS 9.1.2: Provision of additional personnel time specificationsPath: \Personnel Time Management\Personnel Time Management\Provision of additional personnel time specifications
Transferof activity
allocationspecifications
Derivingof personnel
costassignmentspecifications
Activityallocation
specificationsare available
Transferof activityallocation
specificationsis desired
Activityallocation
specificationstransmitted
Personnelcost
assignmentspecificationis available
Activit ies: Transfer of activity allocation specificationsPath: \Personnel Time Management\Personnel Time Management\Provision of additional personnel timespecifications\Transfer of activity allocation specifications
- Transfer of activity allocation specification
Activit ies: Deriving of personnel cost assignmentspecificationsPath: \Personnel Time Management\Personnel Time Management\Provision of additional personnel timespecifications\Deriving of personnel cost assignment specifications
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HR PROCESSES
- Derivation of personnel cost assignment specifications
PROCESS 9.1.3: Time statement creation
Path: \Personnel Time Management\Personnel Time Management\Time statement creation
Timestatementcreation
Personneltime
accountsare updated
Timestatementcreation
is desired
Timestatementtransmittedto employee
Activit ies: Time statement creationPath: \Personnel Time Management\Personnel Time Management\Time statement creation\Time statement creation
- Create time statement- Choose transmission route- Transmit time statement to employee
PROCESS 9.1.4: PROCESSING of personnel time evaluation messagesPath: \Personnel Time Management\Personnel Time Management\PROCESSING of personnel time evaluation messages
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HR PROCESSES
Processingof personnel
timeevaluationmessages
Personneltime
evaluationmessage
is available
Needfor correct ionof personnel
timespecifications
Needfor correctionof personnel
timequota statement
Needfor personnel
timetransfer
specification
Needfor correct ionof employee
masterdata
No needto act
becauseof pers.
time evaluation message
Processingof pers.
timeevaluation
messages is desired
Activit ies: PROCESSING of personnel time evaluationmessagesPath: \Personnel Time Management\Personnel Time Management\PROCESSING of personnel time evaluationmessages\PROCESSING of personnel time evaluation messages
- Analysis of EE - personnel time evaluation messages- Obtaining of information on context of evaluation message- Determination of need to act because of evaluation message
PROCESS 9.1.5: Day evaluationPath: \Personnel Time Management\Personnel Time Management\Day evaluation
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HR PROCESSES
Activit ies: Provision of required personnel time dataPath: \Personnel Time Management\Personnel Time Management\Day evaluation\Provision of required personnel time data
- Retrieval of required personnel time data
Activit ies: Clock-time based day evaluationPath: \Personnel Time Management\Personnel Time Management\Day evaluation\Clock-time based day evaluation
- Retrieve daily work schedule for current day- Retrieve time pairs- Retrieve attendances- Retrieve absences- PROCESSING of absence reasons
Person-basedwork
schedulesare available
Needfor personnel
timeevaluationis available
Performanceof personnel
timeevaluationis desired
EE -plannedworking
timetion - operative is available
Actualpersonnel
timespecificationsare available
Requiredpersonnel
timedata
for day is available
Personneltime
evaluationmessage
is available
Timeremunerationspecificationis available
Personnelcost
assignmentspecificationis available
Externalservice
specificationsare available
Personneltime
accountposting
is available
Provisionof requiredpersonnel
timedata
Clock-timebased
day evaluation
Hour-basedday evaluation
Plannedpersonnel
timespecificationsare available
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HR PROCESSES
- Dynamic work schedule assignment- Addition of missing time postings- Determine position of dynamic breaks- Application of smoothing rules to actual personnel time specifications- More detail for time pairs based on times in daily WS- Provisional planned time determination- Break determination- Determination of planned times- Determination of break times- Determination of overtime hours- Determination of guaranteed times- Determination of time remuneration specifications- Overtime compensation- Creation of time account postings
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HR PROCESSES
PROCESS 9.1.6: Personnel time accounts administrationPath: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration
Activit ies: Absence entitlement accrualPath: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration\Absenceentitlement accrual
- Check whether and which EE - absence quotas must be calculated- Determination of absence quota accrual rule- Determination of calculation bases
Updateof personnel
timeaccountsis desired
Absenceentitlement
accrual
Absenceentitlement
determinationfor employee
is desired
Needfor absenceentitlement
compensation
Needfor personnel
timetransfer
specification
Timequota
deductionusing
personnel time specifications
Operativeremunerationspecificationis available
Actualpersonnel
timespecificationsare available
Absenceentitlement
compensation
Personneltime
transfer
Updatingof personnel
timeaccounts
Employee- personnelday times
are available
Personneltime
accountposting
is available
Personneltime
accountsare updated
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HR PROCESSES
- Determine base period and base entitlement- Determination of the absence entitlement size- Determination of deduction period- Granting of absence entitlement
Activit ies: Updating of personnel time accountsPath: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration\Updating ofpersonnel time accounts
- update of personnel time accounts
Activit ies: Personnel time transferPath: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration\Personnel timetransfer
- Determination of personnel time transfer specifications- Performance of personnel time transfer
Activit ies: Absence entitlement compensationPath: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration\Absenceentitlement compensation
- Determine method for determining the potentially affected quota statements- Determine method for determining remuneration- Determination of the potentially affected quota statements
- Divisions of time duration and EE remuneration specs over quota statuses
Activit ies: Time quota deduction using personnel timespecificationsPath: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration\Time quotadeduction using personnel time specifications
- Check of whether deduction of PT quotas required- Determine pers. time quota statements that are potentially to be deducted- Determine deduction sequence for pers. time quota statements
- Perform deduction of pers. time quota statements
PROCESS 9.1.7: Entry of employee remuneration specificationsPath: \Personnel Time Management\Personnel Time Management\Entry of employee remuneration specifications
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HR PROCESSES
Activityallocation
specificationsare available
Needfor remuneration
specificationsis available
Operativeremuneration
specificationis available
Personnelcost
assignment
specificationis available
Entryof employeeremunerationspecifications
Subgroup: Entry of employee remuneration specificationsPath: \Personnel Time Management\Personnel Time Management\Entry of employee remuneration specifications\Entry ofemployee remuneration specifications
- Enter remuneration specifications- Enter activity allocation specifications- Enter personnel cost assignment specifications
PROCESS 9.1.8: Personnel time recordingPath: \Personnel Time Management\Personnel Time Manag