138490387 HR050 Human Resources

HR050 Human Resources HR050

Release 46D 2002/11/05

SAP AG 1999

HR050 Human Resources

HR050HR050

Human ResourcesHuman Resources

System R/3 Release 4.6B May 2000 50035044

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SAP AG 1999

Enjoy SAP

SAP AG 1999

Human Resources 4.6 (1)

Level 3Level 2

Reporting in HumanResources

HR580 3 days

see HR2

Human ResourcesEssentials III

HR053 2 days

Configuration of TimeRecording

HR306 4 days

Time Evaluation

HR310/311 5 days

Shift and WorkforcePlanning

HR520 2 days

Human ResourcesEssentials I

HR051 1 day

OrganizationalManagement

HR505 3 days

Employee Self-ServiceHR250 2 days

Configuration ofMaster Data

HR305 3 days

Personnel DevelopmentHR510 3 days

Training and EventManagement

HR515 3 days

Human ResourcesEssentials II

HR052 2 days

CompensationManagement

HR540 3 days

Configuration of HRSystem Controls

HR307 2 days

Programming in HR

HR350 5 days

Technical topics inHuman Resources

HR530 3 days

CATS The CrossApplication Time Sheet

CA500 2 days

Benefits AdministrationHR325 3 days

SAP AG 1999

Human Resources 4.6 (2)

Level 3Level 2

Human ResourcesEssentials I

HR051 1 day

Human ResourcesEssentials II

HR052 2 days

Human ResourcesEssentials III

HR053 2 days

Please note our country specific curriculum and our curriculumfor release 4.6B.

Note:

Payroll Configuration

HR400 5 days

Introductionto Payroll

HR390 2 days Configuration ofMaster Data

HR305 3 days

Incentive wages

HR490 4 days

SAP AG 1999

Course Prerequisites

z Recommended: SAP20 R/3 Overview

SAP AG 1999

Target Group

z Audience: HR Project team members

HR consultants

z Duration: 5 days

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Course Overview

z Course Goalsz Course Objectivesz Course Contentz Course Overview Diagramz Main Business Scenario

Contents:

Course Overview

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SAP AG 1999

Course Goals

z Acquaint yourself with various areas of R/3Human Resources Management

This course will prepare you to:


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z Have an overview of the various componentsin R/3 Human Resources Management

Course Objectives

At the conclusion of this course, you will:

Course Objectives


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Unit 9 Travel Management

Unit 10 Payroll

Unit 11 Recruitment

Unit 12 Personnel Cost Planning

Unit 13 Reporting andManagers Desktop

Unit 14 Employee Self Service

Unit 15 ALE

Unit 16 ASAP

Unit 1 Course Overview

Unit 2 Navigation

Unit 3 Structures in HumanResources

Unit 4 Personnel Management

Unit 5 Benefits

Unit 6 Development and Training

Unit 7 Compensation

Unit 8 Time Management

Introduction

Appendices

Course Content


SAP AG 1999

Course Overview Diagram

1

2

3

4

5

6

7

8 16

15

14

13

12

11

10

9Course Overview

Navigation

Structures in HumanResources

Personnel Management

Benefits

Development and Training

Compensation

Time Management

Travel Management

Recruitment

Personnel Cost Planning

Reporting and Managers Desktop

Employee Self-Service

ALE

ASAP

Payroll


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Main Business Scenario

z The Caliber A Bicycle Company is aninternational company that manufacturesand distributes bicycles and bicycleaccessories.

z The company has implemented the R/3Human Resource System and uses all of its components.

z You require an overview of thesecomponents.

z You will conduct HR functions


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z Navigation in the systemz User-specific settingsz Navigation in the mySAP.com Workplace

Contents:

Navigation


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z Identify the elements of a typical windowz Navigate in the systemz Personalize your user settingsz Describe and use the mySAP.com Workplace

At the conclusion of this unit, you will be able to:

Navigation: Unit Objectives


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z New users need to familiarize themselves with thescreens in the system and define their personaldefault settings

Navigation: Business Scenario


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Logging On to the System

Client

UserPassword

Language

New Password

SAP R/3SAP R/3

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User System Help

You can place your own text on the initial screen: See SAP Note 205487

If you have problems logging on,contact Donna Moore, x486

SAP R/3 Systems are client systems. The client concept enables the parallel operation, in one system, of several enterprises that are independent of each other in business terms. The components SAP Business Information Warehouse (BW) and SAP Knowledge Warehouse (KW) are exceptions to this: in these cases only one client is used. During each user session you can only access the data of the client selected during logon.

A client is, in organizational terms, an independent unit in the system. Each client has its own data environment and therefore its own master data and transaction data, assigned user master records and charts of accounts, and specific Customizing parameters.

For a user to log on to the system, a master record must exist in the system for that user. To protect access, a password is required for logon. The password is hidden as you type (you only see asterisks).

SAP R/3 Systems are available in several languages. Use the Language input field to select the logon language for each session.

Multiple logons are always logged in the system beginning with SAP R/3 4.6. This is for security as well as licensing reasons. A warning message appears if the same user attempts to log on twice or more. This message offers three options: y Continue with current logon and end any other logons of the same user in the system y Continue with current logon without ending any other logons in the system (logged in system) y Terminate current logon attempt

You can place your own text on the initial screen in a number of ways. For more information, see the SAP Note mentioned above. The GuiXT (covered at the end of this chapter) offers a further option.


SAP AG 1999

Screen Elements

System System Function Function Name: Name: ActivityActivity

Menu Edit Favorites Extras System Help

Choose Save

Input field

Tick

Selection 1

Selection 4

Selection 2Selection 3

OptionsOption 1Option 2Option 3Option 4Option 5

Display Edit

Overview

NeutralPositive

System Message T70 (1) (400) iwdf5070 INS Status Bar

ApplicationToolbar

Command Field Standard Toolbar

CheckboxesRadio ButtonsPushbuttons

Tab Page

This screen is made up ofvarious screen elements. Itdoes not match an actual

screen in the system.

Command field: You can use the command field to go to applications directly by entering the transaction code. You can find the transaction code either in the SAP Easy Access menu tree (see the page User-Specific Personalization) or in the appropriate application by choosing System Status.

Standard toolbar: The icons in the standard toolbar are available on all SAP R/3 screens. Any icons that you cannot use on a particular screen are dimmed. If you leave the cursor on an icon for a moment, a QuickInfo appears with the name (or function) of that icon. You will also see the corresponding function key. The application toolbar shows you which functions are available in the current application.

Checkboxes: Checkboxes allow you to select several options simultaneously within a group. Radio buttons: Radio buttons allow you to select one option only. Tabs: Tabs provide a clearer overview of several information screens. Status bar: The status bar displays information on the current system status, for example, warnings or

error messages. Other elements are: Menu bar: The menus shown here depend on which application you are working in. These menus contain

cascading menu options. Title bar: The title bar displays your current position and activity in the system.


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SAP Easy Access - Standard

SAPSAP Easy Easy Access AccessOther Menu


Create Role Assign User Documentation

FavoritesSAP Menu

OfficeLogisticsAccountingHuman ResourcesInformation SystemsTools

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You are greeted by your logo in the right-hand part of the window.

SAP Easy Access is the standard entry screen displayed after logon. You navigate through the system using a compact tree structure.

You can include an image on the right-hand side of the screen such as your company logo. This image can only be entered systemwide, and is a cross-client setting. Assuming you have the appropriate authorization, you can find a detailed description of the necessary settings by choosing Extras Administration Information. Note that this image is stored in the system and transported to the SAP Frontend every time it is called by SAP Easy Access. Although this transfer is compressed, the image for the initial screen should not be bigger than around 20 kB. You can prevent this image being called either by using the setting Low Speed Connection in the SAPLogon program (see SAP Note 161053), or by switching off the calling of the image under ExtrasSettings. See also User-Specific Personalization.


SAP AG 1999

Selecting Functions


SAPSAP Easy Easy Access - Access - Enjoy User MenuEnjoy User Menu

Create sessionEnd sessionUser profileServicesUtilitiesListServices for objectObject historyOwn spool requestsOwn JobsShort MessageStatus...Log off

FavoritesEnjoy User Menu

URL - SAP Notes (User / PW req.)Accounts Receivable

FD02 -Change Customer (AccountMaterials ManagementSales and DistributionTools

... using the transaction code in the command field

... using SAP Easy Access and Favorites

... using the menu path

You can select system functions in the following ways: y Use the mouse to choose: Menu options, Favorites, and SAP Easy Access options y Use the keyboard (ALT + the underlined letter of the relevant menu option) y Enter a transaction code in the command field:

A transaction code is assigned to each function in SAP R/3 Systems. You can access the assigned transaction code from any screen in the system. For example, to display customer master data, enter /n and the appropriate transaction code (in this case /nfd03). You can find the transaction code for the function you are working in under the Status option of the System menu. Other possible entries: - /n ends the current transaction. - /i ends the current session. - /osm04 creates a new session and goes to the transaction specified (SM04).

You can also use the keyboard to go to the command field. Use the CTRL + TAB key combination to move the cursor from one (input) field group to the next. Use TAB to move between fields within a group.

By entering search_sap_menu in the command field, you can search for and display the menu path for an SAP transaction. You can also search for text strings.


SAP AG 1999

Role-Based User Menu

SAPSAP Easy Easy Access - Access - Enjoy User MenuEnjoy User MenuOther Menu


Create Role Assign User Documentation

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FavoritesGreat Transactions

SM50 - Prcoess OverviewVA01 - Create Sales Order

Interesting WWW PagesURL - The Herald TribuneURL - Time Magazine

Important FilesURL - Vacation Planning

Enjoy User MenuURL - SAP Notes (User / PW req.)Accounts Receivable

FD02 - Change Customer (Accountin

Favorites chosen by the userreduce navigation time

A role-based menu contains the activitiesthat the user can execute based on therole assigned to the user in the system.

Sales and DsitributionTools

Materials Management

A Role describes a set of logically linked transactions in the system. These represent the range of functions users typically need for their work.

User roles (previously activity groups) have to be set up using the Profile Generator so that SAP R/3 System users can work with user-specific or position-related menus.

The authorizations for the activities listed in the menus are also assigned to the users using user roles. With Release 4.6, predefined user roles from all application areas are included in the standard system.

Users who have been assigned a user role can choose between the user menu and the SAP standard menu.

The above screen shows the role-based user menu for a user with the name "Enjoy". You can find roles that are supplied in the standard SAP R/3 System by choosing Other menu on the SAP Easy Access initial screen.

Every enduser can personalize the initial screen using Favorites. You can create your own Favorites list containing the transactions, reports, files, and Web addresses that you use most often.

You can add favorites either by choosing Favorites or by using the mouse to drag & drop items into the Favorites directory.


SAP AG 1999

Field Help: F1 and F4

Display Display CustomerCustomer: Initial : Initial ScreenScreen

Customer Edit Goto Extras Environment System Help

Customer

Company Code

Restrictions

Company Code

Company Name

City

Currency

Restrict Number to

1000Customer

SAP A.G. Walldorf EURCo... Company Name City Cur...

Restrictions

IDES AG 1000 Frankfurt UNIIDES Canada Toronto CADIDES AG Frankfurt UNI

Customer account number

A unique key is used to clearly identify the customer within the SAP

System.

Procedure

When creating a customer master record, the user either enters the

account number of the customer or has the system determine the

number when the record is saved, depending on the type of number

assignment used. The account group determines how numbers are

assigned.

F4 Help: DisplaysPossible Entries

F1 Help: Displays the Meaning ofFields and Technical Information

Entries Found

For help on fields, menus, functions, and messages, use F1. F1 help also provides technical information on the relevant field. This includes, for example, the

parameter ID, which you can use to assign values for your user to input fields , which have to refer to these parameter IDs.

For information on what values you can enter, use F4. You can also access F4 help for a selected field using the button immediately to the right of that field.

If input fields are marked with a small icon with a checkmark, then you can only continue in that application by entering a permitted value. You can mark many fields in an application as either required entry fields or optional entry fields. You can also hide fields and preassign values using transaction or screen variants or Customizing.


SAP AG 1999

SAP Library

SAP Library - SAP Library

SAPLibrary

Contents Index Search SAP LibraryRelease 4.6C, March 2000

IDES

Getting Started

Release Notes

Implementation Guide

Glossary

Copyright 2000 SAP AGAll rights reserved.

You can access thecomplete online

documentation for thesystem using the SAP

Library

SAP R/3 Systems provide comprehensive online help. You can display the help from any screen in the system. You can always request help using the Help menu or using the relevant icon (the yellow question mark).

You can access the SAP Library quickly and comfortably by using the SAP Service Marketplace. There you can find the SAP Help Portal under Knowledge and Training, where you can not only access Help in HTML format, but can also perform efficient full-text searches in the SAP Library. If you have the SAP Library installed, you also have, of course, these opportunities within your company.

You can access the Help Portal directly at http://help.sap.com

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Menus: System and Help



Rolle anlegen Benutzer zuordnen Documentation

FavoritesSAP Menu

OfficeLogisticsAccountingPersonnelInformation SystemsTools

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Create SessionEnd SessionUser profileServicesUtilitiesListServices for objectObject historyOwn spool requestsOwn jobsShort messageStatus...Log off

Application helpSAP LibraryGlossaryRelease NotesSAPNetFeedbackSettings...

Both of these menus are available on every screenand always offer exactly the same options.

The System menu contains, among others, the following options: y Create/End Session: Allows you to create and end sessions. The maximum number of sessions can be

set to a number between 2 and 6 by the system administrator using the parameter rdisp/max_alt_modes. y User profile: This is where you can enter user-specific settings. For example, you can use Parameter

IDs in Own Data, in order to set default values for specific user-dependent fields in the system (for example the company code field). y List: Contains important list functions, such as searching for character strings, saving in PC files,

printing, and so on. y Status: Enables you to display important user and system data. y Log off: Ends the R/3 session with a confirmation prompt.

The Help menu contains, among others, the following options: y Context-sensitive Application Help y Access to the SAP Library (see previous page) y a Glossary y ...

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User-Specific Personalization


Menu Edit Favorites Exrtas System Help

Rolle anlegen Benutzer zuordnen Dokumentation

FavoritesSAP Menu

OfficeLogisticsAccountingHuman ResourcesInformation SystemsTools

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Administration InformationAssign userDisplay DocumentationTechnical DetailsSettingsSet Start Transaction

Ctrl+Shift+ F8

Shift+ F6

Shift+ F7Shift+ F9

Ctrl+Shift+ F10

Display favorites at end of list

Settings

This is used to specify settings

Do not display menu, only display favoritesDo not display pictureDisplay technical names

Options ...Generate GraphicCreate Shortcut ...Activate GuiXTDefault SizeHardcopyQuick Cut and PasteAbout...

Different Settings options make working with the system easier

The end user has many possibilities for personalizing the system. Some are described below: y You can alter the layout of your initial screen under Extras Settings, for example by switching off

the image in the right-hand part of the window or by turning on the option to display the technical names (transaction codes) in the SAP Easy Access Menu. y Among other things, you can activate a quick cut and paste in the Options menu. Using Options you

can change the reaction speed of the QuickInfo that is displayed when you hold your mouse cursor over an icon or a push button. y By following the path System User profile Own data, you can set personal standard values. You

can choose the tabs Address, Defaults, and Parameters. As an example, the setting of Parameters is explained here: - Parameters: Here you can set defaults for frequently used input fields. In order to be able set a

default value for a field, it must have been assigned a Parameter ID. Procedure for finding the Parameter ID: Go to the field for which you wish to set a default

value. Select the F1 help, and then choose Technical Info. The system displays an information window that contains the relevant parameter ID under the heading Field Data (as long as the field has been assigned a Parameter ID).

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SAP AG 1999

Table Settings - Example

Parameters Value Text

Company codeProcessing groupBank key

Sales order type

Choose Variants

Maintain Variants

Use as standard settingVariant

Save

Standard setting

Current setting

Create

Delete

Administrator

My variant

Basic setting

Table Settings

Use the Table Settings function to change, in the table control, the individual basic table settings that are supplied with the system. This is particularly useful for tables where you do not need all the columns. You can use the mouse to drag & drop column positions and widths, or even make the column disappear.

Save the changed table settings as a variant. The number of different variants you can create per table is not restricted.

The first variant is called the basic setting; the SAP System defines this setting. You cannot delete the basic setting (you can delete the variants you define yourself).

The table settings are stored with your user name. The system uses the variant currently valid until you exit the relevant application. If you then select the application again, the system will use the standard settings valid for this table.

Note: you can change table settings wherever you see the table control icon in the top right-hand corner of a table.

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SAP AG 1999

Personalizing the Frontend with GuiXT

FD03 with GuiXTFD03 without GuiXT

Example from http://www.guixt.com

SAP R/3 Systems offer numerous options for settings and adjustments: y Define default values for input fields y Hide screen elements y Deactivate screen elements (dimmed)

You can do this by, for example, defining transaction variants. SAP offers GuiXT, as of SAP R/3 Release 4.6. In addition to all of the above functions, you can now: y Include graphics y Convert fields and add pushbuttons and text y Change input fields (or their F4 help results) into radio buttons

GuiXT scripts are stored on the Frontend. In accordance with local scripts (which can also be stored centrally), the GUIXT scripts determine how data sent from the application server is displayed. These scripts can be standard throughout a company, or they can be different for each Frontend.

NOTE: The GuiXT will support the mySAP.com Workplace only as of the end of the year 2000. This means that until then you should use either the SAP GUI for the Windows Environment and the GuiXT or the mySAP.com Workplace with the SAP GUI for HTML (or the SAP GUI for Java or the SAP GUI for Windows).

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You are now able to:

Navigation: Unit Summary

z Identify the elements of a typical windowz Navigate in the systemz Make personal system settingsz Describe and use the mySAP.com Workplace

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Navigation - Exercises

Unit: Navigation Topic: Basic Functions

At the conclusion of this exercise, you will be able to:

Log on to an SAP R/3 System Find transaction codes Access the SAP Library Use F1 help to find field information Use F4 help to search for possible field entries

As a new user of an SAP R/3 System, you begin to navigate the system using the menu paths and transaction codes. You also begin to access the various types of online help.

All menu paths in the exercises refer to the SAP standard menu.

1-1 Logging on to the system

Select the appropriate system for this course. Use the client, user name, initial password and logon language specified by the instructor. The first time you log on, you will get a prompt in which you must enter your new password, which you choose yourself, twice. Make a note of the following:

Client: _ _ _ User: _ _ _ _ _ _ Password: ____________ Language: _ _.

1-2 What is the maximum number of sessions (windows in the SAP R/3 System) you can have open simultaneously? __

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1-3 Identify the functions and find the transaction codes that correspond to the following menu paths in the SAP standard menu.

1-3-1 Tools Administration Monitor System Monitoring User Overview

Name of function: ___________________________________________

Transaction: _________________________________________________

1-3-2 Accounting Financial Accounting Accounts Receivable Master Records Display

Enter Customer 1000 and Company Code 1000 to go to the next screen.

Name of function: _____________________________________

Transaction: ___________________________________________

1-4 Help

1-4-1 If you choose Application help in the SAP Easy Access initial screen (System menu), which area of the SAP Library does it take you to?

_________________________________________________________

To answer the questions below, you will need to go to the Display Customer: Initial Screen.

1-4-2 Use F1 help on the Customer field. What is this field used for? Write a brief summary of the business-related information.

______________________________________________________

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1-4-3 Use the F1 help on the Company code field. If you choose the Application help icon from the F1 help screen, which area of the SAP Library does it take you to?

______________________________________________________

1-4-4 Which icon do you need to use on the F1 help screen to find the parameter ID for the Company code field? Hint: See the notes on the slide User-Specific Personalization

______________________________________________________

1-4-5 Use F4 help on the Customer field to find the customer number for Becker ##. To do this, use the Search term "Becker*" after calling the F4 help. Note: ## corresponds to your assigned group number.

___________________________________________________

Unit: Navigation Topic: User-Specific Settings


Set a user parameter for a field Set user defaults Maintain your favorites Select a start transaction of your choice

You begin to set various user-specific settings.

Exercises marked * are optional.

2-1 Setting user parameters.

2-1-1 Assign a parameter value for the Company code field to your user profile. Note: The instructor will tell you what parameter value to enter (for example 1000). For information about defaults, see the notes on the slide User-Specific Personalization.

Parameter ID: ___ ___ ___

Parameter value: ___ ___ ___ ___

2-2 Defining User-Specific Settings using System User profile Own Data 2-2-1 In your user profile, set your logon language to the value used for the course.

2-2-2 In your user profile, set the decimal notation and date format of your choice.

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2-3 Defining your favorites

2-3-1 Insert at least one new folder under the Favorites folder. 2-3-2 Add any two of your favorite transactions to the corresponding folders.

2-3-3 Add the Internet address http://www.sap.com with the text SAP Homepage.

2-4* Setting a start transaction using the Extras menu.

2-4-1 Enter a transaction of your choice as the initial transaction. You will then need to log off and on again for the change to take effect.

Note: If desired, you can change the initial transaction back to the default value simply by deleting the transaction code that you entered.

Navigation - Solutions

Unit: Navigation Topic: Basic Functions

1-1 Log on to the system specified by the instructor and change your initial password.

1-2 To open and close sessions, choose System Create session (or use the appropriate icon) or System End session. The maximum number of sessions you can have open simultaneously is six (6), depending on your system settings.

1-3 To find the transaction code, choose System Status. These function names and transaction codes correspond to the menu paths:

1-3-1 Transaction: SM04 for Function Name: User list 1-3-2 Transaction: FD03 for Function Name: Display Customer: General Data

1-4 Help

1-4-1 The section of the unit Getting Started that deals with using SAP Easy Access is displayed.

1-4-2 Suggestion: The customer is a unique key (account number) used to clearly identify the customer within the system.

1-4-3 FI Accounts Receivable and Accounts Payable

1-4-4 To find the Parameter ID: BUK, choose Technical Info 1-4-5 Customer ## (## corresponds to your assigned group number)

When you select F4 in the Customer field, the Restrict Value Range window appears. You can explore the various tabs to see the different search criteria available. Find a tab that includes the Search term field and enter the following:

Field Name Value

Search term Becker*

Choose Enter. A window appears listing the customer account numbers that match your search criteria. Select the line that corresponds to Becker ##, then choose Copy. This automatically copies the customer account number into the Customer field.

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Unit: Navigation Topic: User-Specific Settings

2-1 Setting user parameters.

2-1-1 To assign a parameter value to a field you will need the parameter ID of the field. First you need to select a transaction that contains this field. For example, Company code can be found in transaction FD03. Next, place the cursor on that field (click it with the mouse). To display the required info, choose:

F1 Technical Info Parameter ID gives you the required information. For the Company code field, the parameter ID is BUK. Finally, enter the parameter ID and desired value in your user profile:

System User profile Own data On the Parameter tab page you enter the parameter ID and value that you want to be entered into the field. Save your entries.

2-2 Setting user defaults.

2-2-1 To set the logon language, go to your user profile:

System User profile Own data On the Defaults tab page, enter the language of your choice in the Logon language field.

2-2-2 To set the decimal notation and date format, remain on the Defaults tab in your user profile. Select the indicator adjacent to the notation and format you desire. Save your selections.

2-3 Defining favorites of your choice.

2-3-1 Favorites Insert folder Type any name for the folder then select Enter. You can add as many folders as you desire. Once created, folders can be dragged and dropped to position them where you want.

2-3-2 To create favorites, select specific applications (transactions) that you need as favorites for your daily work from the menu tree of the SAP standard menu. Add them to your Favorites list by selecting them and choosing Favorites Add from the menu bar. Alternatively, use the mouse to drag & drop favorites to a folder. You can also use the menu path Favorites Insert transaction to add using a transaction code.. Finally, you can move existing favorites to different folders later by choosing Favorites Move or using drag & drop.

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2-3-3 Create Internet addresses by choosing Favorites Add Web address or file. When you select SAP Homepage from your favorites, an Internet browser will open and you will be connected to SAPs homepage.

2-4 Setting a start transaction.

2-4-1 Extras Set start transaction Enter a transaction of your choice then choose Enter. Notice the system message on the status bar indicates that your selected transaction has been set as the start transaction. The next time you log on, the system will go directly to your start transaction.

Note: To change back to SAP Easy Access as the initial screen, follow the menu path again, delete the transaction code and select Enter. The next time you log on, SAP Easy Access will be the initial screen.

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1

2

3

4

5

6

7

8 16

15

14

13

12

11

10

9Course Overview

Navigation



Benefits


Compensation

Time Management

Travel Management

Recruitment




ALE

ASAP

Payroll


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Background

Usability is the goal of the Organization and Staffing Interface functionality. One workspace divided into 4 work areas for a complete view of the organizational plan. Most of the Organizational Management functions can be performed with this interface.

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Exercises

Unit: HR Structures Topic: Organizational management


Create a shortcut in Favorites to access the Organization and Staffing Change node

Create an organizational unit Create positions within an organizational unit Add tasks to a position Create a chief position Fill a position Run an organizational structure report

New departments and positions are being created in the Central purchasing organizational unit of the Caliber A Bicycle Company. Some of the positions are to be occupied immediately.

1-1 Create a shortcut in Favorites for Change in Organization and Staffing by dragging and dropping the node. Rename the node to Maintain Organization and Staffing.

1-2 At the beginning of this year, the Central Purchasing department at the Caliber A Bicycle Company (CABB) was been divided into subordinate organizational units called ##-Purchasing. You will create two subordinate organization units within the ##-Purchasing organizational unit for ##-Administration and ##-Production.

NOTE: SET THE PREVIEW PERIOD TO 3 YEARS AND THE DATE TO THE BEGINNING OF THE CURRENT YEAR.

1-3 Create the following positions:

1-3-1 In the ##-Administration organization unit create ##-Administration Manager (based on job Manager) ##-Administrator (based on job Administrator) ##-Buyer (based on job Buyer) 1-3-2 In the ##-Production organization unit create ##-Production Manager (based on job Manager)

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##-Material Handler (based on job Material Handler)

1-4 Go to the task profile and assign the following tasks to the positions as indicated below:

Position Task

##-Buyer in the ##-Administration organizational unit

Order processing tasks

##-Production Manager in the ##-Production organizational unit

Project management

##-Material Handler in the ##-Production organizational unit

Drive forklift

1-5 Designate the ##-Production Manager and ##-Administration Manager positions as chief positions in the system.

1-6 The ## Administration Manager position is held by Helena Camino (personnel number key 50991##). Assign Helena to the position as of the first day of the current year.

1-7 Execute the Organizational Structure with positions report for the Caliber A Bicycle Company.

1-8 Display the report as a graphic organizational chart.

Solutions

Unit: HR Structures Topic: Organizational Management

1-1 Create a shortcut in Favorites by dragging and dropping the node. Select the Change node and drag it to the Favorites folder. Navigate to the Organization and staffing node.

SAP Standard Menu ? Human Resources ? Organizational management ? Organizational plan ? Organization and staffing

Select the Change node and drag it to the Favorites folder. A new node called Change will appear in the Favorites area.

Rename the node to Maintain Organizational and Staffing by selecting the node and clicking with the right mouse button.

Select the option to Change favorites in the pop-up box. Change the text to Maintain Organizational and Staffing and select Enter.

1-2 Create subordinate organization units with the ##-Purchasing organizational unit for ##-Administration and ##-Production. From the Favorites menu select: Change Organizational and Staffing

Set the validity date to start at the beginning of the current year by selecting the Display periods icon and entering the valid from date as the first day of the current year.

Set the preview period years and date to the beginning of the current year by selecting the Date and preview period icon. In the Search area - Find by group, located in the upper left are of the display, select the Organizational unit option.

In the Find Organizational unit pop-up box, enter CAB in the With name field and select the Find icon.

The organizational unit CABB appears in the Selection area located on the lower left side of the display.

Double-click on the CABB organizational unit the Selection area. The organizational structure for the Caliber A Bicycle Company appears in the Overview area on the top right side of the display.

Expand the Central Purchasing Organizational unit to find and select the ##-Purchasing organizational units.

Select the Create organizational unit icon. A new entry under ##-Purchasing appears labeled as New organizational

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(C) SAP AG HR050 3-53

Select the entry for New organizationalunder ##-Purchasing by double clicking on it.

The Detail area now contains the entry for New organizational unit. Change the short and long text to ##-Admin/##-Administration.

Select the Save icon. Repeat the procedure to create the ##-Prod/##-Production organizational unit.

1-3 Create the following positions:

1-3-1 In the ##-Administration organization unit create ##-Administration Manager (based on job Manager)

##-Administrator (based on job Administrator) ##-Buyer (based on job Buyer) Navigate to the ##-Administration Organizational unit in the Overview area on

the top right side of the display and double click on that organizational unit.

Select the Staff assig button. Select the Create position button.

Select the entry for New position by double clicking on it. The Detail area now contains the entry for New position. Change the short and long text to ##-Admin Mgr / ##-Administration Manager.


In the Search area - Find by group, located in the upper left are of the display, select the Job option.

In the Find job pop-up box, enter Manager in the With name field and select the Find icon.

The job Manager appears in the Selection area located on the lower left side of the display.

Select the job Manager in the Selection area and drag it to the Job field associated with the ##- Administration Manager in the Overview area. Select the Save icon. Repeat the process for the positions:

##-Administrator (based on job Administrator) ##-Buyer (based on job Buyer) 1-3-2 In the ##-Production organization unit create

##-Production Manager (based on job Manager) ##-Material Handler (based on job Material Handler) Navigate back to the ##-Production organizational unit by selecting the

Organizational structure button.

(C) SAP AG HR050 3-54

Select the Up one hierarchy level icon. Navigate to the ##-Production Organizational unit in the Overview area on the

top right side of the display and double click on that organizational unit.

Select the Staff assig button. Select the Create position button.

Select the entry for New position by double clicking on it. The Detail area now contains the entry for New position. Change the short and long text to ##-Prod Mgr / ##-Production Manager.


In the Search area - Find by group, located in the upper left are of the display, select the Job option.

In the Find job pop-up box, enter Manager in the With name field and select the Find icon.

The job Manager appears in the Selection area located on the lower left side of the display.

Select the job Manager in the Selection area and drag it to the Job field associated with the ##- Production Manager in the Overview area. Select the Save icon. Repeat the process for the position:

##-Material Handler (based on job Material Handler)

1-4 Go to the task profile and assign the following tasks to the positions indicated below:

Position Task

##-Buyer in the ##-Administration organizational unit

Order processing tasks


Project management


Drive forklift

Set the preview period years and date to the beginning of the current year by selecting the Date and preview period.

Verify the Valid on date is set to the beginning of the current year. Navigate to the ##-Buyer position in the ##-Administration organizational unit. Select the entry for ##-Buyer position by double clicking on it. The Detail area now contains the entry for ##-Buyer.

Select the Tasks tab in the Detail area.

(C) SAP AG HR050 3-55

In the Search area - Find by group, located in the upper left are of the display, select the Task option.

In the Find task pop-up box, enter Order in the With name field and select the Find icon.

The job Order Processing Tasks appears in the Selection area located on the lower left side of the display.

Select the task Order Processing Tasks in the Selection area and drag it to the Tasks tab in the Details area. Select the Save icon. Repeat the process for the position/task assignment listed below:


Project management


Drive forklift

1-5 Designate the ##-Production Manager and ##-Administration Manager positions as chief positions in the system.

Navigate to the ##- Administration Manager position in the ##-Administration organizational unit.

Select the entry for ##- Administration Manager position by double clicking on it.

The Detail area now contains the entry for ##- Administration Manager. Select the Basic data tab in the Detail area. Select the check box for Head of own organizational unit.

Select the Save icon. Repeat the process for the ##-Production Manager position in the ##-Production organizational unit.

1-6 The ## Administration Manager position is held by Helena Camino (personnel number key 50991##). Assign Helena to the position as of the first day of the current year.

Navigate to the ##- Administration Manager position in the ##-Administration organizational unit.

Select the entry for ##- Administration Manager position by double clicking on it.

The Detail area now contains the entry for ##- Administration Manager. Select the Basic data tab in the Detail area. In the Search area - Find by group, located in the upper left are of the display, select the Person option.

(C) SAP AG HR050 3-56

In the Find task pop-up box, enter Camino in the With name field and select the Find icon.

A listing of persons named Helena Camino appears in the Selection area located on the lower left side of the display.

Select the Helena Camino with the key 50991## in the Selection area and drag it to the Basic data tab in the Holder field in the Details area.

Enter the valid from date as the first day of the current year in the Holder pop-up box and select the Continue/Enter icon.

Confirm "Delimit Vacancy" pop-up box.

Select the Save icon.

1-7 Execute the Organizational Structure with positions report for the Caliber A Bicycle Company.

SAP Standard Menu ? Human Resources ? Organizational management ? Info System ? Organization unit ? Organizational Structure ? Organization Structure with Positions

Select the organizational unit for the Caliber A Bicycle Company. Select the Execute icon.

1-8 Select the highest level of the report (Caliber A Bicycle Company). Select the Structural Graphics icon.

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SAP AG 1999


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Compensation

Time Management

Travel Management

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Payroll


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SAP AG 1999

Personnel Administration User Role

SAP Easy Access

Favorites

Activity group SAP_HR_ADMINCLERK_PA

Personnel Administration

HR Master Data

Personnel Actions

Maintain Master Data

Display Master Data

Personnel File

Fast Entry

Fast Entry - Actions

Qualification Profile

Organizational Data

Info System

Tools

In order for users in the SAP system to be able to use user-specific menus, activity groups must be created. Activity groups are also used to assign authorizations for the activities included in the menus

Activity groups are collections of functions that describe worker roles. The activity group Personnel Administration Clerk contains transactions, reports, and or

internet/intranet links that personnel administration uses daily. An Activity Group contains the following information: y Name of the activity group y Text describing the activity group y Menu structure for the activity group y Authorization profile data y Information about the assignment of the activity group to users or elements of the organizational plan.

An Activity Group can be assigned to an unlimited number of users.


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SAP AG 1999

Search Help (1)

Search Help You can access data records using the search helpfunction, even if you do not have all the necessary data.

I, BarbaraMyers, have

...

and your personnelnumber ?

Personnel number

Personnel office

Employee data is often maintained for individual employees. The employees personnel number must be entered. If this number is not known by the system, you can use the search help to find it. The Search Help function allows you to select personnel numbers according to certain criteria e.g. last names and first names, birth dates, organizational assignment, etc.


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SAP AG 1999

Benefits

z Overview and Prerequisitesz Enrolling in Benefit Plans

Contents:


SAP AG 1999

Benefits: Unit Objectives

At the conclusion of this unit, you will be able to describe:

z The basic features of R/3 Benefitsz The prerequisites for R/3 Benefitsz The major steps of the enrollment processz List the main benefits processes


SAP AG 1999


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Personnel ManagementPersonnel Management

Benefits


Compensation

Time Management

Travel Management Travel Management

Recruitment




ALE

ASAP

Payroll


SAP AG 1999

Benefits: Business Scenario

z Within your business, employees enroll themselves in various benefit plans thereby taking advantage of varying benefits.


SAP AG 1999

User Role-Specific Menus : Example

z The line manager has his/her own user menu thatcontains the tasks that he/she typically performs:

BenefitsBenefits

Information systemInformation system

OverviewOverview

Health plan costsHealth plan costsInsurance plan costsInsurance plan costs

Costs and contributionsCosts and contributions

Savings plan contributionsSavings plan contributionsFlexible spending account contributionsFlexible spending account contributionsStock purchase plan contributionsStock purchase plan contributions

StatisticsStatistics

Miscellaneous plan costs/contributionsMiscellaneous plan costs/contributions

Benefit election analysisBenefit election analysis

For the Benefit component, SAP delivers five pre-defined user roles: y SAP_HR_MANAGER_BEN_AG y SAP_HR_ LINEMANAGER_BEN_AG y SAP_HR_ BEN-SPECIALIST_BEN_AG y SAP_HR_ SYSTEMADMIN_BEN_AG y SAP_HR_ ADMINCLERK_BEN_AG

You can also create your own user roles.


SAP AG 1999

Plan Categories

5% interest

Health Insurance Savings Credit Miscellaneous FlexibleSpendingAccounts(NorthAmericaonly)

$StockPurchase

50 UNI

There are six international plan categories defined in the system: Health, Insurance, Savings, Stock Purchase, Credit and Miscellaneous.

There is one benefit plan category that is specific to North America. It is the Flexible Spending Accounts category.

The category defines the attributes of a plan. This determines how the plans are set up in customizing and how employees are enrolled in the plans.


SAP AG 1999

Overview of Benefits

Benefits Plans

etc.

Employer

Employee

In some countries, it is normal for the employee to participate in benefit plans offered by the employer. Companies frequently offer benefits packages at a reduced rate to employers. This results in considerably cheaper contributions for the employee, than those they would have to pay, were they to enroll privately. Employees enroll themselves in these plans and receive varying benefits, according to the varying plans. Either the employer or the employee, or both, pay the contributions; this varies from case to case. You can put together varying plans for different employees depending on many factors. You store the restrictions and eligibility in the implementation guide. Therefore the processing of an employees benefits is made very easy


SAP AG 1999

Enrollments

Open enrollmentAnnual selection

Adjustment Reason: hiring, marriage etc.

Any time

Default/Automatic

Within Benefits, the system enables you to differentiate between different forms of enrollment. y Open Enrollment:

This is an annual process whereby the employee selects the plans which are available to them once a year or change existing enrollment plans. y Enrollment Based on an Adjustment Reason (work/life event)

Work/life events such as initial hire, birth or marriage allow an employee to enroll or change benefit options y Default or Automatic Plans

For example, when an employee is hired, he/she can be enrolled into a standard plan (until he/she has completed their probationary period); for the time being, this offers a minimal number of benefits. y Enrollment at any time:

The employee can enroll themselves for the plans that they are eligible for, or change existing plans at any time.


SAP AG 1999

Master Data Infotype Requirements

employee must existemployee must exist

cost, coverage, credit and benefit salary calculationscost, coverage, credit and benefit salary calculations

benefit area,first program grouping,second program grouping,adjustment grouping

benefit area,first program grouping,second program grouping,adjustment grouping

termination groupingtermination grouping

cost grouping,coverage groupingEE and ER contribution grouping,credit grouping, eligibility groupingzip code eligibility

cost grouping,coverage groupingEE and ER contribution grouping,credit grouping, eligibility groupingzip code eligibility

0015 Additional Payments0015 Additional Payments0015 Additional Payments0014 Recur. Payments/Deds.0014 Recur. Payments/0014 Recur. Payments/DedsDeds..0008 Basic pay0008 Basic pay0008 Basic pay

0000 Actions0000 Actions0000 Actions

0001 Org. Assignment0001 Org. Assignment0001 Org. Assignment

0002 Personal Data0002 Personal Data0002 Personal Data

0000 Actions0000 Actions0000 Actions

0007 Planned Working Time0007 Planned Working Time0007 Planned Working Time

0094 Residence Status0094 Residence Status0094 Residence Status0057 Membership Fees0057 Membership Fees0057 Membership Fees

0001 Org. Assignment0001 Org. Assignment0001 Org. Assignment

0006 Addresses0006 Addresses0006 Addresses0077 Addit. Personal Data00770077 Addit Addit. Personal Data. Personal Data

0007 Planned Working Time0007 Planned Working Time0007 Planned Working Time

0001, 0002, 0008, 0057, 00940001, 0002, 0008, 0057, 00940001, 0002, 0008, 0057, 0094

0021 Family/Related Person0021 Family/Related Person0021 Family/Related Person related person grouprelated person group

Before you enroll employees in benefits, specific records in master data and benefits must be in place. At a minimum, you must have the Actions (0000), Organizational Assignment (0001) and Personal Data

(0002) infotypes in place in master data. You may need additional infotypes for cost calculations such as Basic Pay (0008) if cost is based on salary.

You must have the General Benefits Data infotype (0171), and if enrollment is due to a work/life event an Adjustment Reasons infotype (0378) must be in place as well. y In the General Benefits Data (0171) infotype, you store employees assignment to a benefit area, first

and second program grouping. The benefit area represents a subdivision, e.g., according to regional or organizational point of view. The program groupings are employee subdivisions, e.g., according to employee subgroup or employment. You can overwrite these subdivisions, but how they interact determines eligibility. The General Benefits Data infotype appears and containing default values already in place. y The Adjustment Reasons (0378) infotype is used to store the reason why the employee can make

changes to their current benefits. y Note: You may also be required to maintain the Medical Benefits Data (0376) infotype in some

countries. You should include the necessary infotypes in your Hiring personnel action.


SAP AG 1999

What Happens During the Enrollment Process?

Offer Benefit plan DENTBenefit plan LIFE

Benefit plan MED1

ProviderPlan DataRegulatory reportsAttributesWage types

Benefit plan set-up in IMGBenefit plan

set-up in IMG

Credit PlanCredit Plan(IT 0236)(IT 0236)

Savings PlanSavings Plan(IT 0169)(IT 0169)

Miscellaneous PlanMiscellaneous Plan(IT 0377)(IT 0377)

Insurance PlanInsurance Plan(IT 0168)(IT 0168)

Plan dataPlan datesEmployee dataPlan attributesBenefits salary/coverage (annual)

Cost

General BenefitsGeneral Benefits Data (IT 0171) Data (IT 0171)

Adjustment ReasonsAdjustment Reasons(IT 0378)(IT 0378)

Personal DataPersonal Data(IT 0002)(IT 0002)

Org. Assignment Org. Assignment (IT 0001)(IT 0001)

ActionsActions(IT 0000)(IT 0000)

Personnel eventStatusOrganizationalassignment

Master data and benefits

infotype records

Master data and benefits

infotype records Stock Purchase PlanStock Purchase Plan(IT 0379)(IT 0379)

Spending AccountSpending Account(IT 0170)(IT 0170)Health PlanHealth Plan

(IT 0167)(IT 0167)Plan dataPlan datesEmployee dataPlan attributesCost

Creation of new plansCreation of new plans

...

...

Plan selection

Consistency check

Enrollment requires employee master data records and benefit plan data to enroll the employee in benefit plans.

The benefit plan infotype records are created by the enrollment process. You only need to select the plan options for the employee, and the infotype records are created automatically by the system.

Note: Plans in which the employee is already participating, are considered in the offer as well. Note: In the enrollment process, you do not only create plans for employees, but you can also stop the

participation in an existing plan in the given time period.

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SAP AG 1999

Selecting Benefit Programs

First Program Grouping

Salaried employee

Hourly wage

earnerExecutives

Benefit areaBenefit area

ProgramDental PlanLife PlanMedical Plan...

Full-timeFull-time

Part-time Part-time workerworker

Temporary Temporary personnelpersonnel

Seco

nd P

rogr

am G

roup

ing

Seco

nd P

rogr

am G

roup

ing

A matrix that cross references first and second program grouping allows you to define different programs with different options for employees. Depending on an employees data, he/she will be eligible for one of these programs.

A program is a restricted list of plans (made up of benefits) for a certain group of employees. An employees eligibility for a specific benefits program is defined through a combination of benefit

area, first and second program grouping.

(C) SAP AG HR050 5-11

SAP AG 1999

Benefits Enrollment

Human ResourcesHuman Resources

Personnel managementPersonnel managementManagers DesktopManagers Desktop

EnrollmentEnrollmentBenefitsBenefits

Please choose an offer:

Open offerDefault offerAutomatic offerAlways avail. offer

Enrollment

SelectSelect

Pers. No. Name

4487 Mrs Dana Moore

DNI

Personal Number

Direct selection

Selection set

4487 Mrs Dana Moore

Open offer for

Status Enrollment periodFlex Credits

Flex Credit Plan 1Flex Credit Plan 2

Standard Dental PlanStandard Dental Plan

Medical Plan 1Mediacl Plan 2

Dental

Medical

01.01.1999-31.12.199901.01.1999-31.12.1999

01.01.1999-31.12.199901.01.1999-31.12.1999

14.07.1999-31.12.199901.01.1999-13.07.1999

Under Enrollment, you have to specify an offer type before you get the list of all plans offered for an employee.

As you enroll each employee, the system automatically presents only those plans for which the employee is eligible.

The system also calculates the cost of the plan options, which can vary for each employee.

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SAP AG 1999

Enrollment Processing

Enrollment

4390 Mr Boris Kapinsky4391 Mr Mikio Oyana4392 Miss Winnie Chung4393 Mr Bahy Crhak4394 Dr Francesca Bertolini4395 Mr Pierre Canguihem4396 Miss Denise Carter4397 Dr Julie Palmer4398 Dr Nielsen Thor4399 Dr Miguel Santos4401 Mis Rose Salzar4402 Ms Marsha Bond4403 Mrs Sophie Thibideaux4404 Mr Kal Nilshids4405 Marie-France Cabrera4406 Ms Sarah Bartlett

Please choose an offer

Open offerInitial enrollmentDefault offerAutomatic offer

Direct selection Selection set

Personnel no

DNI 454-58-7611

Select

Enroll

Offer for

02.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

Suppl. LifeSupplemental Life insurance 02.09.1999 - 31.12.2000

SavingsStandard Savings 02.09.1999 - 31.12.2000Special Savings 02.09.1999 - 31.12.2000

Stock PurchaseAlternative Stock 02.09.1999 - 31.12.2000Standard Stock 02.09.1999 - 31.12.2000

Valid 02.09.1999 - 31.12.2000

Pers.no. 4401 Miss Rose SalzarPlan Fitness Center

Employee 11.00Employer 3.50

Option

Option Fitness Standard

Plan option

Costs UNI Semi-monthly

Your selected plan will be displayed where options and dependents can be selected.

(C) SAP AG HR050 5-13

SAP AG 1999

Enrollment Processing Continued

Enrollment

4390 Mr Boris Kapinsky4391 Mr Mikio Oyana4392 Miss Winnie Chung4393 Mr Bahy Crhak4394 Dr Francesca Bertolini4395 Mr Pierre Canguihem4396 Miss Denise Carter4397 Dr Julie Palmer4398 Dr Nielsen Thor4399 Dr Miguel Santos4401 Mis Rose Salzar4402 Ms Marsha Bond4403 Mrs Sophie Thibideaux4404 Mr Kal Nilshids4405 Marie-France Cabrera4406 Ms Sarah Bartlett


Personnel no

DNI 454-58-7611

Select

Enroll

Offer for

02.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

02.09.1999 - 31.12.200002.09.1999 - 31.12.2000

Suppl. LifeSupplemental Life insurance 02.09.1999 - 31.12.2000

SavingsStandard Savings 02.09.1999 - 31.12.2000Special Savings 02.09.1999 - 31.12.2000

Stock PurchaseAlternative Stock 02.09.1999 - 31.12.2000Standard Stock 02.09.1999 - 31.12.2000

Offer forAction Plan From To Addl Info

Create Standard Dental 02.09.1999 31.12.2000

Create Standard Medical 02.09.1999 31.12.2000

Create Vision Plan 02.09.1999 31.12.2000

Create Standard Life Ins. 02.09.1999 31.12.2000

Create Standard Savings 02.09.1999 31.12.2000

Create Charity Welfare 02.09.1999 31.12.2000

Create Fitness Center 02.09.1999 31.12.2000

Create Alternative Stock Pur. 02.09.1999 31.12.2000

Execute enrollment

Enrollment completed successfully

Continue Confirmation

After you execute enrollment, a message will be displayed indicating whether or not your enrollment was successful.

(C) SAP AG HR050 5-14

SAP AG 1999

Termination

Termination: Overview

SelectSelect

Pers. No. Name

4487 Mrs Dana Moore

DNI

Personal Number

Direct selection

Selection set

4487 Mrs Dana Moore

Termination for

Flex CreditsFlex Credit Plan 1

Dental

01.01.1999-31.12.1999

01.01.1999-31.12.1999

14.07.1999-31.12.1999

on 29.07.1999

Valid from

Standard Dental Plan

Life InsuranceStandard Life Insurance

Terminate on 29.07.1999



Action

Double-clickSelection date 30.11.1999

You receive a list of plans the employee is currently participating. The termination date proposed by the system depends on the termination rule set up in Customizing for each plan. You can overwrite this date.

(C) SAP AG HR050 5-15

SAP AG 1999

Monitoring of Eligibility During Participation

Validity

Stop participation

Reason for ineligibility

Eligibility check 17.08.1999 10 Benefits Test Area 00004401 Miss Rose Salizar Medical for Singles 01.01.1999-31.12.9999 Address (type Home address) of employee does not exist 00004408 Mrs Iffat Patel Medical for Singles 01.01.1999-31.12.9999 Address (type Home address) of employee does not exist 00004409 Ms Elena Lopez Medical for Singles 01.01.1999-31.12.9999 Address (type Home address) of employee does not exist 00004456 Mr Matthias Funke Medical Plan 1 01.05.1998-31.12.9999 Employee 00004456 is not enrolled in all corequisite plans for MED 1 00004458 Daniela Seeber Standard Dental Plan 01.01.1999-31.121999 Employee 00004458 is not enrolled in all corequisite plans for DENT Medical Plan 1 01.01,1999-30.09.1999 Employee 00004458 is not enrolled in all corequisite plans for MED 1

Eligibility: Overview

Once employees are participating in plans, you can check that they continue to fulfill all eligibility criteria for the plans.

The system checks: y Is the plan in program? y Is eligibility rule fulfilled (e.g. waiting period, min. working time, min./max. age, zip code)? y Are corequisites fulfilled?

(C) SAP AG HR050 5-16

SAP AG 1999

Insurability

STATUS Option End of grace period Period Active plan exists

Insurability proven Stop participation

Insurability on 17.8.1999 99 Internation Simple 00004411 Chris Squire Alternative Life Insur Coverage Level 1 Proven 01.10.1000-31.129999 00004412 Steve Howie Medical Plan 2 Option 2 09.05.999 01.01.2000-31.12.2000 Alternative Life Insura Coverage Level 1 Proven 01.10.1999-31.12.9999 00004413 Rymond Bednar Alternative Life Insura,,, Coverage Level 1 Proven 01.10.1999-31.12.9999 00004414 Kevin Benson Alternative Life Insura... Coverage Level 1 Proven 01.10.1999-31.12.9999 00004415 Tyra Pearson Alternative Life Insura Coverage Level 1 Proven

Insurability: Overview

Record is lockedActivePendingInsurability provenGrace period expiredInsurability not proven

Legend

Before employees can participate in some insurance and health plans, they must often provide Evidence of Insurability (EOI) such as a medical affidavit for proof of good health.

You can further manage EOI by terminating employee enrollments, when the employee has not provided EOI within the grace period.

(C) SAP AG HR050 5-17

SAP AG 1999

Overview of Current Benefit Plans

General overview benefit plan data

SelectSelect

Pers. No. Name

4487 Mrs Dana Moore

DNI

Personal Number

Direct selection

Selection set

4487 Mrs Dana Moore

Display

01.01.1999-31.12.1999

14.07.1999-31.12.1999

on 29.07.1999

Flex Credit Plan 1 01.01.1999-31.12.1999

Standard Dental Plan

Plans Costs Master data Overview

Credit amount USD 66,67 Semi-monthly

Option1OptionDependent coverage Employee onlyEE pre-taxER credit

UNI 13,50 Semi-monthlyUNI 5,00 Semi-monthly

Standard Life Insurance

In the overview screen, you get a list of plans the employee is currently participating. Plan details like options, costs, coverage, contributions, credits, dependents and investments are also displayed.

(C) SAP AG HR050 5-18

SAP AG 1999

Cost Summary

General overview benefit plan data

Maria Lobos4498

Display

4498 Maria Lobos on 17.08.1999

CostsPlans Master data Overview

Flex Credit Plan 1 01.10.1999 - 31.12.9999Credit amount UNI 150.00Monthly

Standard Dental Plan 06.05.1998 - 31.12.9999Option Option 1Dependent coverage Employee onlyEE post-tax UNI 8.00 Weekly

Standard Life Insurance 01.01.1999 - 31.12.9999 Option Coverage Level 1


This function gives you an overview of benefit enrollment costs. For each employee and plan, it provides the separate costs to the employer and the employee. The provider cost is not shown here.

(C) SAP AG HR050 5-19

SAP AG 1999

Benefits: Unit Summary

z The basic features of R/3 Benefitsz The prerequisites for R/3 Benefitsz The major steps of the enrollment processz List the main benefits processes

You are now able to describe:

SAP AG

(C) SAP AG HR050 5-20

Exercises

Unit: Benefits Topic: Benefits enrollment


Change your role to HR Benefits Specialist Create the necessary master records to enroll an employee in

benefits

Enroll an employee in benefits Review an employees participation in the benefits plans

The Caliber A Bicycle has decided to implement a new benefits program for employees. Jose Vega will be able to choose from several benefit plans during the initial enrollment period.

1-1 Change your role to SAP_HR_BEN-SPECIALIST.

1-2 Update Jose Vega master records to be eligible for benefits.

1-2-1 Create a General Benefits Data infotype effective from the first of this month for Mr. Vega. He benefit area is 99. He is an exempt full time employee.

1-2-2 Create an Adjustment Reason for Mr. Vega to store the initial adjustment reason for enrollment.

NOTE: The Adjustment Reasons infotype is dynamically initiated when the General benefits data is saved. Then the enrollment processing is dynamically initiated when the Adjustment Reasons infotype is saved.

1-3 Enroll Mr. Vega and his spouse in the companys dental and medical insurance plans.

1-3-1 Enroll him and his spouse in the Standard Dental Plan option 1.

1-3-2 Enroll him and his spouse in the Medical plan 1.

1-4 Review the benefits data created in the enrollment process.

1-4-1 Review the Standard Dental Plan records for Mr. Vega.

1-4-2 Review the Medical plan 1 records for Mr. Vega.

1-5 Execute the Benefits Overview for Mr. Vega.

(C) SAP AG HR050 5-21

Solutions

Unit: Benefits Topic: Benefits Enrollment

1-1 Change your role to SAP_HR_BEN-SPECIALIST. Select the Other menu button in the SAP Easy Access menu. Select the Find icon. Enter SAP_HR_BEN-SPECIALIST in the Find field. Select the Find icon again. Select the SAP_HR_BEN-SPECIALIST. Select the Copy/Enter icon.

1-2 Update Jose Vega master records to be eligible for benefits.

1-2-1 Create a General Benefits Data infotype effective from the first of this month for Mr. Vega. He is in benefit area is 99. He is an exempt full time employee.

From the Favorites menu select: Maintain Master Data Enter personnel number 50992## in the Personnel no. field.

Select the Basic Personal data tab. Select the entry for General Benefits Data. Select the Create icon. Enter the From date as the first of the current month.

Verify the following entries exist:

Benefit Area 99

1st Program grouping EXMT

2nd Program grouping FULL

Select the Save icon. 1-2-2 Create an Adjustment Reason for Mr. Vega to store the initial adjustment reason

for enrollment.

NOTE: The Adjustment Reasons infotype is dynamically initiated when the General benefits data is saved. Then the enrollment processing is dynamically initiated when the Adjustment Reasons infotype is saved. Select Initial enrollment in the Adjustment reason field.

Select Yes in the Deviation from end date pop-up box.

Select the Save icon.

(C) SAP AG HR050 5-22

(C) SAP AG HR050 5-23

1-3 Enroll Mr. Vega and his spouse in the companys dental and medical insurance plans.

Navigate to the Benefits enrollment node.

Activity group SAP_HR_BEN-SPECIALIST Benefits Enrollment Enter 50992## in the Personnel number field in the Direct selection group. Select the Enter icon. Select Initial enrollment in the Offer selection pop-up box. Select the Choose icon.

1-3-1 Enroll him and his spouse in the Standard Dental Plan option 1.

Double click on the Standard Dental Plan entry. Select Option 1 in the Option field. Select Employee + Spouse in the Dependent cov. field. Select the Accept button. 1-3-2 Enroll him and his spouse in the Medical plan 1.

Double click on the Medical Plan 1 entry. Select Option 1 in the Option field. Select Employee + Spouse in the Dependent cov. field. Select the Accept button. Select the Enroll button.

Select the Execute enrollment button in the Confirmation of Selected Actions pop-up box.

Select the Continue button in the Enrollment pop-up box.

1-4 Review the benefits data created in the enrollment process.

1-4-1 Review the Standard Dental Plan records for Mr. Vega.

From the Favorites menu select: Maintain Master Data Enter personnel number 50992## in the Personnel no. field.

Enter Health Plans in the Direct selection Infotype field. Select the Display icon. Review the Plan data for the Standard Dental plan. 1-4-2 Select the Next record icon and review the plan data for the Medical plan 1.

1-5 Execute the Benefits Overview for Mr. Vega.

Navigate to the Benefits enrollment node.

Activity group SAP_HR_BEN-SPECIALIST Benefits Overview Enter 50992## in the Personnel number filed in the Direct selection group. Select the Enter icon. Review the Overview tab.

(C) SAP AG HR050 5-24

SAP AG 1999


z Qualifications and Requirementsz Career and Succession Planningz Training and Event Managementz Development Plansz Appraisal Systems

Contents:


SAP AG 1999

Development and Training: Unit Objectives

At the conclusion of this unit, you will be able to:

z Create and use qualifications and requirementsz Start career and succession planning scenariosz Carry out day-to-day business in Training and

Event Management

z Create development plansz Create Appraisals


SAP AG 1999


1

2

3

4

5

6

7

8 16

15

14

13

12

11

10

9Course Overview

Navigation



Benefits


Compensation

Time Management

Travel Management

Recruitment




ALE

ASAP

Payroll


SAP AG 1999

Development and Training: Business Scenario

z Positions have certain requirements that must bemet, and employees have certain qualificationsand skills. These requirements and qualificationshave to be entered in the system so that theycan be compared (matched up) with each other.

z Employees can obtain additional qualificationsand in this way be trained for other positions.

z The performance of employees is appraisedregularly.

z Employees with qualification deficits can bebooked into business events (training courses)that provide the employees in question with thequalifications they require.

z Suitable development plans can be drawn upfor employees.


SAP AG 1999

Qualifications and Requirements:Topic Objectives

At the conclusion of this topic, you will be able to:

z Create new entries in the qualifications catalogz Define profiles z Report on profilesz Determine any need for further training


SAP AG 1999

Personnel Development and Qualifying Actions

Position ofPosition ofAdministratorAdministrator

Certificateof attendanceat Microsoft Word course

Position of Position of Dept ManagerDept Manager

SeminarSeminar

Microsoft Wordskills required?

AppraisalsAppraisals

Development PlansDevelopment Plans

Profile Matchup

Actual / target proficiency

Job Person

The Personnel Development component allows you to maximize the value that your employees provide to your company. You can plan and implement specific personnel and training measures to promote the professional development of your employees. You can also increase the job satisfaction of your employees by considering their preferences and suitability for their jobs. In this way, you can ensure that employees in all functional areas of your company are always qualified to the required standards.

The personnel development requirements of an organization are determined by comparing the current or future working requirements with the qualifications (and preferences) that your employees already have. The aim of a development measure can be specific (for example, an employee is to be transferred to a specific post), or more general (for example, ensuring that employees are sufficiently qualified to keep up with technical developments).

Qualifying actions (training courses, job rotation, etc.) can be grouped together into development plans (e.g. trainee program for sales staff). This is referred to as a general development plan because it applies to employees in general. These general development plans can be tailored to the needs of individual employees.

An employee's performance and behavior can be appraised. The results of such an appraisal can supply information for planning the employee's further career development.


SAP AG 1999

Personnel Development Line Manager Role

SAP Easy Access

Favorites

Personnel management > Administration > HR Master Data

Activity group SAP_HR_LINEMANAGER_PD

For organizational unit

Personnel Development

Profile

Display

Change

Planning

Career

Succession

Individual development

Info system

Reports

Reporting tools

Settings


SAP AG 1999

Planning for Organizational Unit

Administrator X is responsible Administrator X is responsible for org.unit Purchasingfor org.unit Purchasing

Access automatically viaAccess automatically viathe appropriate org.unitthe appropriate org.unit

Relevant functionalityRelevant functionalityin Personnel Developmentin Personnel Development

Settings for Personnel DevelopmentSettings for Personnel Development

Gen. settingsPlan version 01 Current plan

.

Structural accessOrg.unit 50000050Name Purchasing

The Planning for Organizational Unit function allows you to restrict your view to one organizational unit. You can access the relevant change, display, and reporting functions of Personnel Development directly.

You can specify a permanent default organizational unit in user parameter PEO. You can also specify one temporarily by making user specific settings in the Personnel Development menu. These user specific settings make data entry faster and more user friendly.

Other Personnel Development parameters: - PEH: Disregard depreciation meter PEM: Include essential requirements - PES: Include alternative quals POP: Plan version - PEO: Specify default org. unit BEG/END: Start and end date

If you do not change these user parameters, you can ensure that all of the data evaluations performed by one user have been performed using the same settings (and, consequently, that they can be compared with each other).


SAP AG 1999

Qualifications / Requirements

RequirementsList of skills and experience required in order to be suitable for a job, position, task, or work center.

QualificationsList of skills that make an employee suitable for a job, position, task, or work center.

Profile Matchup

Qualification Requirement

Job Person

Qualifications can, for example, be assigned to employees and positions. However, if, for example, a qualification is assigned to a position, it is referred to as a requirement.

All qualifications (and requirements) are stored in a central catalog. In fact, qualifications and requirements are the same objects - they are referred to by different names to show how they are applied. This means that it is possible to compare an employee's qualifications against the requirements defined for a position.


SAP AG 1999

Qualifications Catalog

BusinessEnglish

BusinessBusinessEnglishEnglish

French language skills

French French language skillslanguage skills Knowledge

of C++KnowledgeKnowledge

of C++of C++

Languageskills

LanguageLanguageskillsskills

Programminglanguages

ProgrammingProgramminglanguageslanguages

Englishlanguage skills

EnglishEnglishlanguage skillslanguage skills

TechnicalEnglish

Technical TechnicalEnglishEnglish

Knowledgeof C

KnowledgeKnowledgeof Cof C

Knowledgeof ABAP

KnowledgeKnowledgeof ABAPof ABAP

Documents

138490387 HR050 Human Resources