Sap Overview 9

SAP HR TrainingSession 2HR Basics

Title

HCM SAP R/3 4.7

Organizational Management

Personal Administration

Time Recording

Time Evaluation

Payroll

Tax

Regular Payroll

IPRS Payroll

Personal Actions

Inbound Interfaces

CATS

KRONOS

Off cycle

Subsequent Activities

Outbound Interfaces

Reports

Annual Reporting

Quarterly Reporting

ZHRI_HEWITT_THRIFT_PAYRLL_INS

Inbound Interfaces

Outbound Interfaces

Recruit Link (Recruit Max ), ACTIONLINK (EPAF),

Tasks/Jobs/Positions/Org Unit

Z programs

Reports

Hire/Rehire/Terminate

Transfer

Mass Update

Absence/Return from Absence

Reports

Z Programs

ZHRI_ENROLL_MASS_UPLOAD

ZHRO_ADTERM

ZHRO_HR_INFO_DOWNLOAD_HW

ZHROIPL

ZHROSPPF

ZHRO_HR_INFO_DOWNLOAD_LTC

ZHRO_HR_INFO_DOWNLOAD_RM

ZHRO_HR_INFO_DOWNLOAD_SF

Life as a functional consultantTerms you need to knowGlobal ImplementationConfiguration/enhancementProduction supportClient interfacesDocuments you may need to prepare:Gap AnalysisBusiness Blueprint (BBP)Business process procedures(BPP)Functional specificationsWhat would you expect the technical consultant to help you withInfotype enhancementCreating cutomer unique reportsMigration of data from legacy to SAP

Documentation during a SAP project1) Templates2) Heat Analysis -3) Fit Gap or Gap Analysis4) Business Process Design5) Business Process Model6) Business Change & Impact7) Configuration Design(Business Blueprint)8) Future Impact & Change Assessement9) Functional Design (Module Wise)10) Risk Assessement11) Process Metrics and Many More-- Which has impact on Business and its work flow

Roles in SAP implementationProject managerapplication consultant business process team lead technical team lead development project lead R/3 system administrator

SAP projects LifecycleTypical projectsSAP implementation from scratchMostly works out for new companiesSAP implementation in phasesCan roll out SAP functionality based on regionCan implement module by moduleMigration from vendor and implementing SAPThis can replace existing software or vendorsSAP production supportSupporting an existing system with minor enhancements or fixing bugs in configurationWe will see the lifecycle in ASAP slides which follow

ASAP (Accelerated SAP)http://www.sapfans.com/sapfans/repos/saprep.htm (this has SAP ASAP doc linnks)

AcceleratedSAP (ASAP) is SAP's standard implementation methodology Contains roadmap and multitude of tools, accelerators and useful information Quality checks are incorporated at the end of each phaseR/3 Business Engineer contains a set of configuration and implementation tools which enable you or your consultants to define and configure R/3 and also to adapt an existing configuration to new needs or changed circumstances Benefits: rapid and efficient prod start-up and hence greater ROI

ASAP toolsProject estimatorConcept check toolImplementation assistantImplementation RoadmapKnowledge cornerQ&A DatabaseBusiness process master listIssues databaseRisk assessment (change management)

ASAP methodologyPhase 1: Project PreparationProject charter, implementation strategy, project team, working environment (system landscape)Enterprise area scope documentPhase 2: Business Blueprint Phase 3: Realization Phase 4: Final Preparation final preparation of the R/3 System for going live (includes testing, user training, system management and cutover activities )Phase 5: Go Live and Support

Project Preparation The purpose of this phase is to provide initial planning and preparation for the Project.Although each project has its own unique objectives, scope and priorities, the steps inthe phase one, help identify and plan the primary focus areas to be considered.As we prepare for implementation, there are important issues we must address at thebeginning of the project, including:1. Defining project goals and objectives,2. Clarifying the scope of implementation,3. Defining implementation strategy,4. Defining the overall project schedule and implementation sequence,5. Establishing the project organization and committees, and6. Assigning resources.Deliverables1. Initial Project Plan,2. Project Procedures,3. Technical requirements, and4. Project Kickoff.

Business Blueprint and Process simplificationThe purpose of this phase is to create the Business Blue print, which is a detailed documentation of the simplified business process, which will cover all the processes documented in the AS IS phase. We will mainly refer the standard Process of SAP. With this basic platform, we achieve a common understanding of how the company intends to run its business using the system. During this phase technical team releases the technical blue print for the hardware.Deliverables1. Refine the original project goals and objectives,2. Define the baseline scope,3. Refine the overall project schedule,4. Develop System Environment and technical blue print,5. Business Organization Structure, and6. Business Process Document.

RealizationThe purpose of this phase is to implement business and process requirements based on the Business Blueprint. The objectives are final implementation in the system, an overall test, and the release of the system for productive (live) operation. The system is configured in two work packages, namely Baseline (major scope), and Final (remaining scope). Multiple module tests and the integration tests are carried outduring this phase.Deliverables1. System Management,2. Final Configuration and Confirmation of the system,3. Creation of layout sets,4. Establish Authorization Concept and Profiles,5. Final Integration Test report, and6. End user documentation and Training Material.

Final PreparationThe purpose of this phase is to complete the final preparation, including testing, user training, system management and cut over activities, to finalize the readiness to go live. This final preparation phase also serves to resolve all crucial open issues. Data collection and Data loading activity is done during this phase. Users are also trained during this phase. On successful completion of this phase, one is ready to run the business on the productive system.Deliverables1. User Training,2. System Management,3. Detailed Project Planning for going live,4. Cut Over plan, and5. Data loading.

Go live and supportThe purpose of this phase is to move from a pre-production environment to a live productive operation. After loading the closing balances in the system it is handed over to users for productive use. We must set up a support organization for users, not just for the initial critical days of your productive operations but also to provide long term support. During this phase, users have many questions. There must be a solid user support organization easily accessible to all users. This phase is also used to monitor system transactions and to optimize overall system performance.Deliverables1. Production Support Procedures, and2. Project Conclusion

AS-IS and TO-BEAs is the representation of the company's processes / system architecture as they exist before implementation. (AS-IS is called the Business Process Procedures doc)ToBE is the design of the architecture/ processes after the implementation is complete. (TO-BE is called the Business Blueprint doc)So basically the purpose of the implementation is to move from As Is to To BeCurrent system and system in future need to be portrayed in the document, including interfaces with existing system.Similarly this needs to be done for processes like hiring, transfer, etcAS-IS process in summary involves a : 1) Series of meeting with the client. 2) Gathering complete information about the existing system. 3) Preparation of the blue print documents describing the complete AS-IS process ,i mean the existing system. 4) Flow charts should be included in the as-is blue print process flow document describing the complete process. 5) After this is finished u have to give the TO-BE process structure that will be implemented in SAP. 6) After that there will be some things which cannot be implemented in SAP so the gaps are to be identified. 7) These gaps are to be documented in white paper for the client.

Business BlueprintGoals of BBPDetermine business process requirementHow the client wants to run the business within the SAP frameworkMove into next phase with enough information to complete baseline configurationAnalysis during Blueprint stageBy questionsQuestions regarding organizational structure, business processes, etc.Detailed workshopsMeetings with key users to discuss business processes and business needsCustomer Input Templateshigh level summary of ProcessesBusiness Process Transaction Business Process Master List (BPML)

Human ResourcesEnterprise Structure

Human ResourcesEnterprise StructurePersonnel AreaKnoxvilleSpace InstituteChattanoogaMartinMemphisInstitute of AgricultureInstitute for Public ServiceUniversity AdministrationMedical CenterPersonnel Sub-AreaKnoxvilleSpace InstituteChattanoogaMartinMemphisClinical KnoxClinical ChattResearch CtrFamily Pr KnoxEtc.

Human ResourcesEnterprise StructureEmployee GroupRegularTermFriends of the UniversityEmployee Sub-GroupFaculty 9-monthFaculty 12-monthOther AcademicNon-Exempt StaffExempt StaffMedical Intern/ResidentStudentCasual LaborSpecial AppointmentEtc.

Human ResourcesBusiness FitIn ScopeEnterprise StructureOrganizational ManagementPersonnel AdministrationRecruitmentBenefits Training & Events ManagementPersonnel DevelopmentCompensation ManagementTime ManagementPayroll AccountingFunds & Positions ManagementInformation System

Out of ScopeManagers DesktopShift PlanningSuccession PlanningCOBRA AdministrationPension AdministrationEmployee Performance ApprasialsRetirement Limits / Projections

Scaled BackTraining & Events ManagementPersonnel Development

Organizational ManagementModule OverviewForms the basis for the entire personnel planning and development application

Facilitates analysis of the organizational structure

Organizational customizing

Allows planning to develop actual and proposed personnel scenarios

Personnel AdministrationModule OverviewEstablishes organizational hierarchies Used to perform essential personnel administration tasks such as:hiring employeesperforming organizational reassignmentstermination from the Universitysalary adjustments Data stored in such a way that you can easily access and maintain at any time

RecruitmentModule OverviewFunctions you need for working through the entire recruitment process

Contains an entire range of powerful, flexible functions that you can use to implement an effective and largely automated recruitment strategy such as:Receipt of application via web access (ABAP programming required)Issuance of recruitment requestsSelection process of applicantApplicant pool administrationNotification to applicants

BenefitsModule OverviewComprehensive method of administering employee benefits such as:Health (medical and dental)Insurance (Life)Savings (Retirement)Spending Accounts (Medical and Dependent Care)

Encompasses the key concepts and processes you need to manage extensive and highly individual benefits packages for your employeesOpen EnrollmentEmployee Life-cycle Events (e.g. Marriage, Child, and Separation)

Training & Events ManagementModule OverviewEnables you to plan and manage business eventsTrainingConferencesInterfaces with other R/3 componentsBasis for extending and updating employees skills and knowledgeFlexible ReportingAppraisal functionsProvide important decision support feedback to ensure the business events offered are both high quality and effective

Personnel DevelopmentModule OverviewHelps compare current or future work requirements with employees qualifications, preferences and aspirations

Can contain general measures to impart qualifications so that employees retain or further their professional skills and keep track with technological developments

Converts training proposals directly into bookings for employees with qualification deficits or needs

Compensation ManagementModule OverviewToolset for strategic remuneration planningEmpowers managers to offer competitive and motivating remunerationFixed payVariable payMerit increasesPromotionIncludes Personnel Cost PlanningAllows experimenting with future projected costs

Time ManagementModule OverviewEnables flexible representation of all personnel procedures involved in recording and evaluating employee time dataInfrastructure for time data recordingWork schedulesRecord of planned attendance and absencesRecording of attendance and absence Annual and Sick Leave accrualTime evaluation

Ability to transfer absence and attendance data to other SAP applications

Payroll AccountingModule OverviewAbility to process payroll for employees using data from SAP Personnel Administration, Benefits, and Time ManagementPayroll run (regular and off-cycle)Payroll correctionsPaymentsRemuneration StatementsPosting to Financial AccountingThird Party RemittanceOffers a number of standard payroll reportsTax Reporter component allows you to generate all required state and federal tax forms, such as SUI reports and W-2s

Functional Specshttp://www.erpgenie.com/sapgenie/docs/interface_function_specification.doc It is created at project manager levelAfter SRS (software requirements)/business requirementsSometimes combined with SRSDetails of end user expectations of product functionalityFunctional specs - interfacesIt contains area (in our case HR) it is not specific to benefits/time etcProgram type is batch or onlineWhether it is a SAP standard interface/add-onType of interface (BAPI/IDOC/ALE/Others)Is the interface Inbound/outbound/bothFrequencyRelevant tables/transactions/file names/layoutsDataflow diagrams

Functional Specs (contd)Report Information to be present in the report and how master data, payroll data, etc are linkedData required for which period, current days data or over the last month, etcAuthorization for viewing /running reportFields required in selection screenOutput fields and order of those and whether as a file or on screenError handlingTest mode (would a test mode be required)

InfotypesInfotypesLogical grouping of related fields of employee informationEg. Employee addresses (including residence address, permanent address, temporary, emergency etc) are grouped into one infotypeInfotypes always have begin date and end date this helps in delimiting them instead of deleting whenever something changesInfotypes and related tablesPA infotypes are stored in PA* tablesOM infotypes are stored in HRP* tablesFor eg. IT0001 stores all the data in table PA0001For more information click here

HR InfotypesTime2000 - 2999OM1000 - 1999PA0000 - 0999Recruitment4000 - 4999Custom9000 - 9999

Common infotypesInfotypes for hiring action0000actions0001org assignment0002personal data0006address0007planned worked times0008basic salary0009bank details0014recurring payment0015additional payment0016contract elements2006absence quotas

Key Infotypes

Human Capital Management ( HCM)

InfoytpeInfotype Description

Module : PA

IT 0000Actions

IT 0001Organizational Assignment

IT 0021Family Member/Dependents

IT 0006Addresses

IT 0041Date Specifications

IT 0048Residence Status

IT 0105Communication

IT 0106Family/Related Person

IT 0396Expatriation

Module : Benefits

IT 0171General Benefits Information

IT 0378Adjustment Reasons

IT 0167Health Plans

IT 0168Insurance Plans

IT 0169Savings Plans

IT 0170Flexible Spending Accounts

IT 0172Flexible Spending Account Claims

IT 0211COBRA-Qualified Beneficiary

IT 0212COBRA Health Plans

IT 0236Credit Plans

IT 0270COBRA Payments

IT 0377Miscellaneous Plans

IT 0378Adjustment Reasons

IT 0379Stock Purchase Plans

IT 0375HCE Information

Module : Time

IT 0007Planned Working Time

IT 2001Absences

IT 2002Attendances

IT 2003Substitutions

IT 2004Availability

IT 2005Overtime

IT 2006Absence Quotas

IT 2007Attendance Quotas

IT 2011Time Events

IT 2012Time Transfer Specifications

IT 2013Quota Corrections

Module : Payroll

IT 0003Payroll Status

IT 0008Basic Pay

IT 0009Bank Details

IT 0014Recurring Payments/Deductions

IT 0015Additional Payments

IT 0194Garnishment Document

IT 0195Garnishment Order

IT 0216Garnish. Adjustment

IT 2010Employee Remuneration Info

Module : OM

&C& Fresh Thought

Sheet2

Sheet3

Tables, Transactions and featuresTables store dataTransaction can be used instead of SAP easy accessfeatures

Hands on - OMCheck this link for config stepshttp://saphrexpert.blogspot.com/2008/12/om-configuration-steps.html

Definitions of some key elements that make-up part of the Enterprise Structure

Refer to Appendix B Enterprise StructureCategories that have been developed during the Blueprint phaseCategories that have been developed during the Blueprint phase

More categories in binders

Refer to Appendix B Enterprise StructureModules that have been identified In ScopeOut of ScopeScaled Back

Refer to Executive Summary (page 5)High level overview of module









Refer to Executive Summary (page 4)