ITQAN SAP Human Capital Management (SAP HCM) …itqanprogram.com/itqan-en/Training/WAVE 1 Training/Organizational...Page 2 of 62 SAP HCM OM TRAINING MANUAL 1. INTRODUTION An organizational

ITQAN SAP Human Capital Management

(SAP HCM)

Organization Management

Training Manual

Page 1 of 62 SAP HCM OM TRAINING MANUAL

Table of Contents

1. INTRODUCTION ............................................................................ 2

2. TRAINING OBJECTIVES .................................................................. 2

2.1. Target Audience ............................................................................................................... 2

2.2. Related Business Process ................................................................................................. 2

3. ORGNIZATION MANAGEMENT PROCESSES ................................... 4

3.1. ORGANIZATION DESIGN CHANGE .................................................................................... 4

3.2. NEW POSITION ............................................................................................................... 18

3.3. CREATE JOB .................................................................................................................... 24

3.4. RELATIONSHIP FOR ORGANIZATION UNIT ..................................................................... 29

3.5. RELATION FOR POSITION ............................................................................................... 43

3.6. ASSIGN PERSON TO POSITION ....................................................................................... 49

4. Reports ....................................................................................... 55

4.1. Vacant Positions ............................................................................................................. 55

4.2. Staff Assignments ........................................................................................................... 58


1. INTRODUCTION An organizational plan is necessary in any organization where employees need to carry out

numerous business and human resource processes. The SAP HCM Organizational Management

(OM) component provides a clear picture of an organization in the past, present and future.

This information enables a company to prepare for and react to future human resource

requirements and changes.

Some aspects of OM need to be managed on a centralized level as OM defines both the

organization and reporting structures. Other aspects may be managed on a decentralized level.

The following functionalities processes are supported by the OM module:

Description of the organizational chart of the company

Identification of employee positions in the organization

Identification of supervisor positions

Identification of designated positions

Administration of cost assignments

Implementation of SAP workflow linked with the ESS and MSS functionality

Workforce reporting (as would be required through functional reporting lines)

2. TRAINING OBJECTIVES Upon completion of this course, process user will be familiar with the following able to know

following activities.

Maintaining organization unit

Maintaining position

Creating job

Assigning person to a position

2.1. Target Audience Key/process users of OM

2.2. Related Business Process Organizational Unit

President offices and all Groups, Divisions, Departments, Sections and their

hierarchical components are to be mapped as the organizational units.


Position All the WFI approved posts along with their multiplicity will be mapped as Positions in

Organizational Management.

Cost Centre Cost centers will be used for allocation of WFI Payroll costs among different

departments or any other Organizational unit level. Cost centers will be created in SAP

Controlling module and will set the integration between HR and Accounting modules.

Job Job is a SAP OM object that supplements the information related to Positions,

Organizational units or other objects. Usually qualifications are assigned to a Job as

general requirements of a category of positions. The Job is assigned to Positions. All the

WFI specific Jobs can be created like, Officer, Unit Head etc. A Job is not a mandatory

object for development of Organizational Chart of WFI but can facilitate the process. For

example the requirement profiles maintained at Job level can be transferred

automatically to the Positions created using this job.


3. ORGNIZATION MANAGEMENT PROCESSES 3.1. ORGANIZATION DESIGN CHANGE SCENARIO

To get understand how to create and change Organization unit here the scenario that we will

follow create new unit under HR shared services

And transport creates it under name new organization unit.

PROCESS DETAILS

Process Organization Design Change (HCM_OM_001)

Menu Path

Human resources Organizational Management

Organizational Plan Organization and Staffing

Change

Transaction Code PPOME

PROCEDURE

Step Action

1. Double-click


Step Action

2. Double-click


Step Action

3. Click CREATE .

Step Action

4. Double-click


Step Action

5. Fill the required field

Step Action

6. Fill the required field


Step Action

7. Click


Step Action

8. Click to change Controlling Area


Step Action

9. Select a Controlling Area


Step Action

10. Select a Business area


Step Action

11. Enter the required Company Code. If you want to display all available options,

click F4 or click


Step Action

12. Select rhe required Company Code.


Step Action

13. Enter Personal Area. If you want to display all available options, click F4 or click


Step Action

14. Select rhe required Personal Area and click .or press Enter.


Step Action

15. Enter Personal Sub-Area. If you want to display all available options, click F4 or

click


Step Action

(1) Select rhe required Personal Sub-Area and click .or press Enter.

Step Action

16. Click


3.2. NEW POSITION SCENARIO

To get understand how to create New position here the scenario that we will follow create New

Position for organization unit New payroll under name payroll manager.

PROCESS DETAILS

Process New Position (HCM_OM_002)

Menu Path Human resources Organizational Management

Organizational Plan Organization and Staffing Change


PROCEDURE

Step Action

1. Click


Step Action

2. Double-click Organizational Unit


Step Action

3. Double-click


Step Action

4. Click Consultants .

Step Action

5. Click .


Step Action

6. Click on Incorporates or Position.

Step Action

7. Complete the Required field


Step Action

8. Complete the Required field

Step Action

9. Click .


3.3. CREATE JOB SCENARIO

To get understand how to create a job here the scenario that we will follow create job for

Poultry under name manager

PROCESS DETAILS

Process Create Job (HCM_OM_003)

Menu Path Human resources Organizational Management Organizational

Plan Organization and Staffing Change


PROCEDURE

Step Action

1. Double-click


Step Action

2. Click Edit

Step Action

3. Click


Step Action

4. Complete the required field.


Step Action

5. Complete the required field.


Step Action

6. Click .

Step Action

7. Click Save .


3.4. RELATIONSHIP FOR ORGANIZATION UNIT SCENARIO

To get understand how to create and Relationship for organization unit.

Here the scenario that we will follow creates Relationship for organization unit.

PROCESS DETAILS

Process Relationship For Organizational Unit (HCM_OM_004)

Menu Path Human resources Organizational Management Expert Mode

Organizational Unit Relationships

Transaction Code PO10


PROCEDURE

Step Action

1. (1) Organizational Unit is double-clicked.


Step Action

2. Clicking the Organizational unit field activates it.

Step Action

3. The Organizational unit field is filled out.


Step Action

4. Clicking Input Help Organizational unit opens a drop-down list with valid values.

Step Action

5. Double-clicking on the 'Open folder' icon opens the folder Al-Watania poultry.


Step Action

6. Double-clicking on the 'Open folder' icon opens the folder C.E.O Office.


Step Action

7. Click here .


Step Action

8.

مدير

الرواتبis double-clicked.


Step Action

9. Click .

Step Action

10. Click Create infotype . You can also press F5.


Create Relationships

Step Action

11. Clicking the Relationship type/relationship field activates it.

Create Relationships

Step Action

12. The Relationship type/relationship field is cleared.

Relationship 57 Entries


Step Action

13. A is double-clicked.


Step Action

14. Clicking the entry Organizational unit selects it.

Step Action

15. Clicking the ID of related object field activates it.


Step Action

16. Clicking Input Help ID of related object opens a drop-down list with valid values.

Step Action

17. Double-clicking on the 'Open folder' icon opens the folder Al-Watania poultry.


Step Action

18. Clicking the Open folder icon opens the folder C.E.O Office.

Step Action

19. Clicking the Open folder icon opens the folder C.E.O Office.


Step Action

20. Click .

Step Action

21. Click Save . You can also press Ctrl+S.

Step Action

22. Click Yes .


3.5. RELATION FOR POSITION SCENARIO

To get understand how to Create relationship for position for position . Here the scenario that we will follow creates Relationship for organization unit Create relationship for position HCM Manager .

PROCESS DETAILS

Process Relation For Position (HCM_OM_005)

Menu Path Human resources Organizational Management Expert Mode Position Relationships

Transaction Code PO13

PROCEDURE

Step Action

1. Double-click Position


Step Action

2. Enter Position. If you want to display all available options, click F4 or click

Step Action

3. Click Relationships.


Step Action

4. Click

Step Action

5. Enter Relationship type/relationship. If you want to display all available options,

click F4 or click


Step Action

6. Double-Click

Step Action

7. Select Type of related object


Step Action

8. Enter ID of related object. If you want to display all available options, click F4 or

click

Step Action

9. Enter * in Search term field the press Enter


Step Action

10. Double-click .

Step Action

11. Save


3.6. ASSIGN PERSON TO POSITION SCENARIO

To get understand how to Assign person to position here the scenario that we will follow assign person to Payroll And transport creates it under name new organization unit. PROCESS DETAILS

Process Assign Peron to Position (HCM_OM_006)

Menu Path Human resources Organizational Management

Organizational Plan Organization and Staffing Change


Step Action

1. Double-click


Step Action

2. Double-click the required Element.


Step Action

3. Double-click

Step Action

4. Click Assign .


Step Action

5. Double Click Person

Step Action

6. Click


Step Action

7. Double-clicked the required employee

Step Action

8. Click .


Step Action

9. Click .


4. Reports 4.1. Vacant Positions

Use This report lists positions flagged as vacant or obsolete, according to the selection criteria.

A vacant position is a position that has no holder in a given period.

Prerequisites To evaluate vacancies, you must maintain Infotype 1007 (Vacancy) for positions.

Procedure

1. Access the transaction using one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC Menu Human Resources Organizational Management Info

System Position Vacant Positions

Transaction code S_AHR_61016509

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Administrator (HCM) (SAP_NBPR_ADMIN_HCM_M)

Business role menu

Human Resources Reports Organization

Vacant/Obsolete Positions

2. Double-click the report if accessing via the menu tree.

3. On the Vacant positions selection screen, provide the following flexibility:

Selection Section

Provide the following entries on this section of selection screen

Field Name Description User Action and Values

Plan Version Record version 01-Current Plan, and 02-Alternative Plan/tech

Choose 01 value

Object Type Organization Management object type, O-Organization Unit, C-Job, and S-Position

Choose O value

Object ID Organizational Unit, Job, or Position number

Enter 77


Search Term Ability to search the object based on abbreviation, * value (for all objects), or F4 key for possible entries

Leave the entry field as system default

Object Status Organization unit object type status, 1-Active, 2-Planned, 3-Submitted, 4-Approved, and 5-Rejected

Choose 1 value

Data Status button

Status of existing record, 1-Active, 2-Planned, 3-Submitted, 4-Approved, and 5-Rejected

Leave the entry field as system default

Reporting key date Section


Field Name

Description User Action and Values

Key Date Object or Position status as of today’s date

Choose default value or value that meet the business needs

Output Section




Evaluation Path

A code allows inquiries on object(or Position in particular) that are affected by object relationship

Choose default value PLSTE

Status Vector

Object status, 1-Active, 2-Planned, 3-Submitted, 4-Approved, and 5-Rejected

Choose 1 value

Display Depth

The object hierarchy / structure depth to be displayed on the report output

Leave blank or enter a value between 1 and 6

Status Overlap

Allows a simulation to run showing the results of activating Relationship infotypes. The simulation activates all Relationship infotypes with the statuses listed in the Status vector field.

Leave blank

4. Choose the Execute button.

5. If the system displays a warning about specifying an object ID, press Enter.

Result The report displays the following:

the period in which the position is vacant

the date to which the position is still filled

the date from which the position has been vacant


4.2. Staff Assignments

Use This report enables you to display the staff, and chief assignments (positions and persons)

for one or more organizational units.

Procedure

1. Access the transaction using one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC Menu Human Resources Organizational Management Info

System Position Staff Assignments

Transaction code S_AHR_61016503

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Administrator (HCM) (SAP_NBPR_ADMIN_HCM_M)

Business role menu

Human Resources Reports Organization Staff

assignments

2. Double-click the report if accessing via the menu tree.

On the Staff assignments selection screen, to display the full selection screen, select the

Standard Selection screen checkbox, and choose the Execute button


The system displays the message Caution: All Objects of the object type will be edited. Press Enter.

Selection Section



Organizational

unit

Organization unit Select one or more

organization units for

which the report is

required

Search Term

Search term for objects to work

with (for example, organizational

units, qualifications, events, and so

on)

Leave blank

Key Date Reporting date

Status 1-Active, 2-Planned, 3-Submitted,

4-Approved, 5-Rejected

1

Org. Structure

reporting

Indicate if an inquiry/report should

document only the selected

organizational units

Selected


Selection Options Section



Basic working hours

Employees’ work hours, D-hours per-day, W-hours per-week, M-hours per-month, and Y-hours per-year

Choose default value M

Checkbox-Display position holder only

Option to display position holders only(select the checkbox) or position substitute's name(de-select the checkbox)

Selected

Checkbox-Include persons w/o position

Option to include employee without position (select the checkbox)

Choose value that relevant to the business needs

3. Choose the Execute button.


4. If the system displays a warning about specifying an object ID, press Enter.

Result The list contains all positions by organizational unit, with information on

the persons assigned to the positions

chief positions

staffing status

actual working times

planned working times

staffing percentages

assignment to employee groups

assignment to employee subgroups

Documents

ITQAN SAP Human Capital Management (SAP HCM) …itqanprogram.com/itqan-en/Training/WAVE 1 Training/Organizational...Page 2 of 62 SAP HCM OM TRAINING MANUAL 1. INTRODUTION An organizational