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Food and Nutrition ServicesManagers
Human Resource Actions Processing (HRAP)
2F&NS Human Resource Actions Processing
Agenda
Unit
One: Human Resource Action Processor Overview
Two: Employee iViews
Three: HR Actions Navigation & Selecting an iForm
Four: Search HR Actions & Review Withdrawn Items
Five: Actions Processing – Position Control
Six: Actions Processing – Personnel Actions
Seven : Actions Processing – Separation & Terminations
Eight: Navigating the Universal Worklist (UWL)
Nine: Maintain HR Master Data
Ten: Employee Self Services (ESS)
Section Two: HR Reporting and Business Intelligence
3F&NS Human Resource Actions Processing
Unit OneUnit OneHuman Resource Action Processor Human Resource Action Processor
Overview and NavigationOverview and Navigation
4F&NS Human Resource Actions Processing
Key TerminologyPortal A site that functions as a point of access to information on the
web. SAP will be accessed through the BRITE portal.
Interactive Form (iForm) An electronic form within SAP used to request an HR Action. Becomes part of employee’s record. (Adobe Acrobat Reader software required.) Forms must be accessed using a PC they do not functioning on a Mac.
Human Resource Action Processor (HRAP)
Replaces the ZPAF processor. The HRAP will initiate the iForms and access employee data.
Employee Self-Service (ESS)
Workplace for employees to view personal information and request changes.
Business Intelligence (BI) Repository of SAP information for the purpose of reporting.
iViews Snapshot of specific pieces of employee information.
Universal Worklist (UWL) Replaces former SAP inbox. The UWL contains the HR Actions requiring manager’s approval and/or any notifications of other actions pertaining to the manager’s employees.
SAP 4.6b Broward’s legacy system that contains the history and data from 2001-2007.
SAP ECC Broward’s Finance, Human Resource, Payroll and Professional Development System. Employee master data is maintained beginning 2008; however, some historical data was converted.
5F&NS Human Resource Actions Processing
Food & Nutrition Services
(69725000)Barbara Leslie
Area 1(69725010)
Tammy Webster
Monarch High
(63541099)
Area 3(69725030)
Melanie Sewell
Area 2(69725020)
Kim Prestera
Tedder Elementary(60571099)
Parkside Elementary(63631099)
Blanche Ely High
(60361099)
Markham Elementary(61671099)
Ramblewood Middle
(62721099)
* * *
* Marc Zelin marked as substitute
Sample of Food & Nutrition Services
6F&NS Human Resource Actions Processing
HR Business Processes not Changing
These HR business processes are NOT changing at this time:
Leave of Absence, FMLA, Disability, etc. Retirement Submitting Declaration of Vacancies
7F&NS Human Resource Actions Processing
iForm Process Flow
Start
F&NS Location Manager
Initiates Information using HRAP
Supervisor
Reviews Information
Approve
SAP
Information is Executed or
workflows to HRIS
Finish
Central F&NS HR Action Processor
Reviews request and adds
information to the iForm
Workflow Notice
HRAP &/or Employee
receive notice action
completed
8F&NS Human Resource Actions Processing
Preparing Your Computer & BRITE Web site
The iForms only work on a PC. They do not work on a Mac.
BRITE has been working with F&NS to ensure all sites have the appropriate computers
Validate your settings are accurate on your computer. Contact your Help Desk
Tour with Betty Brite & Online Library
9F&NS Human Resource Actions Processing
HR Action Processor Navigation Screen
1
2
3a
3bNOTE: F&NS will not use all of this functionality.
10F&NS Human Resource Actions Processing
HR Action Processor Navigation Screen
1
Do not use this worklist.
2
11F&NS Human Resource Actions Processing
HR Action Processor Navigation Screen
21
3
12F&NS Human Resource Actions Processing
HR Action Processor: Navigating to SAP Access
SAP Access Tab
HRAP Tab
SAP Easy Access Menu
Reports Window
13F&NS Human Resource Actions Processing
Demo & Exercise: Log in & Navigate to HRAP
Let’s log in to the BRITE Portal and navigate to the HRAP tab. You will need the following information from your data sheet:
User ID Password
14F&NS Human Resource Actions Processing
Unit TwoUnit TwoEmployee iViewsEmployee iViews
15F&NS Human Resource Actions Processing
HRAP iViews
0001 Organizational Assignment
0002 Personal Data
0006 Address (Permanent)
0019 Monitoring of Tasks
0022 Education and Training
0040 Objects on Loan (New!)
0041 Date Specifications
0007
0008
2001
0105
Work Schedule
Salary & Wage Types
Absence Days (New)
Communication
0795 Certification (New!)
0796 Duty Assignment (New!)
9003 Out-of-field (New Look & Functionality! )
16F&NS Human Resource Actions Processing
Employee iViews: Basic Employee Search
1
2
3
5
4
17F&NS Human Resource Actions Processing
Employee iViews: Advanced Employee Search
1
2
4
6
3
5
18F&NS Human Resource Actions Processing
Employee iViews: Overview1
3 2
19F&NS Human Resource Actions Processing
Employee iViews: Organizational Assignments
1
5
2
3
4
20F&NS Human Resource Actions Processing
Employee iViews: Objects on Loan
1
2
21F&NS Human Resource Actions Processing
Employee iViews: Personal Data
1
2
22F&NS Human Resource Actions Processing
Employee iViews: Monitoring of Tasks
1
23F&NS Human Resource Actions Processing
Employee iViews: Date Specifications
1
24F&NS Human Resource Actions Processing
Employee iViews: Absence Days
2 3
1
25F&NS Human Resource Actions Processing
Employee iViews: Salary Data
1
26F&NS Human Resource Actions Processing
Employee iViews: Salary Wage Types
1 2
27F&NS Human Resource Actions Processing
Employee iViews: Planned Working Time
1
28F&NS Human Resource Actions Processing
Unit Three:Unit Three:HR ActionsHR Actions
Navigation & Navigation & Selecting an HR iFormSelecting an HR iForm
29F&NS Human Resource Actions Processing
Process Execution
Actions executed immediately upon approval by Administrator:
Additional positions (with certain exceptions)
Executed after HRAP processes, Administrator receives notification
Separation of employment (voluntary, i.e. personal resignation)
Actions executed by the appropriate department upon approval by Supervisor :
Remaining Additional positions (Staffing, Sub Central, HRIS)
Change in pay (HRIS) Demotion (HRIS) Reassignment (HRIS) Transfer (HRIS) Return from leave (HRIS) Create position (Central F&NS) Maintain position (Central F&NS) Termination (involuntary, i.e.,
abandonment of position) (Staffing)
30F&NS Human Resource Actions Processing
Interactive Forms (iForms)
• Position Request Forms (PRF) will be completed on-line
• iForms replace ZPAFs and are used to process HR Actions
• Attach required documents to the on-line HR Action• Additional Positions/Assignment & Separation of
Employment• Do not process on Mondays (Payroll locked)
• 10 minute window to complete the form• Error message are displayed on the top of the form• Each form will have a reference number, except the
Position Request forms
31F&NS Human Resource Actions Processing
Navigating the Work Overview
1
2
MinimizeMaximize
Close Window
32F&NS Human Resource Actions Processing
Three Types of Interactive Forms
1
3
2
33F&NS Human Resource Actions Processing
1
3
4 5
Navigating an Interactive Form
2
34F&NS Human Resource Actions Processing
9
8
7
11
6
10
Navigating an Interactive Form
35F&NS Human Resource Actions Processing
Accessing the HR Actions for Individual Employee
12
4
3
A
5
36F&NS Human Resource Actions Processing
Interactive Forms: Accessing the iForm
1
2
3
4
5
37F&NS Human Resource Actions Processing
Interactive Form: Completed Process
• After you have submitted the form you will receive the above message and a reference number.Close out of the window by clicking the red “X” box.
Interactive Form: Save as Draft
• After you have saved as draft, the message on the top will appear.Close out of the window by clicking the red “X” box.
38F&NS Human Resource Actions Processing
Unit FourUnit FourSearch iFormsSearch iForms
& Review Withdrawn iForms& Review Withdrawn iForms
39F&NS Human Resource Actions Processing
There are different ways to search for the iForms depending on the iForm.
Position Request Forms Do not have a search functionality at this time.
HR Actions accessed using Start Processes Use “Search Processes”
Other Payments Search One Time/Supplements Not used by F&NS
Interactive Forms: Search Processes
40F&NS Human Resource Actions Processing
Interactive Forms: Search Processes
1
4
2
3
41F&NS Human Resource Actions Processing
Interactive Forms: Search Processes Contd.
1
2
42F&NS Human Resource Actions Processing
Interactive Forms: Search Processes Contd.
1
6
2
3 4
5
43F&NS Human Resource Actions Processing
Interactive Forms: Withdrawn
B
CA
44F&NS Human Resource Actions Processing
Interactive Forms: Withdrawn form
1
4
2
3
45F&NS Human Resource Actions Processing
1
Interactive Forms: Withdrawn
3
2
45
46F&NS Human Resource Actions Processing
Interactive Forms: Withdrawn
5
• Scroll down the form to the comment section.
47F&NS Human Resource Actions Processing
Unit Five:Unit Five:Actions Processing – Actions Processing –
Position ControlPosition Control
48F&NS Human Resource Actions Processing
Position Control: Staffing Report
1
3
4
2
49F&NS Human Resource Actions Processing
Position Control: Staffing Report
5
6
7
8
4
50F&NS Human Resource Actions Processing
Position Control: Staffing Report
9
10
51F&NS Human Resource Actions Processing
Demo & Exercise: Staffing Report
Let’s run the Staffing Report with the following variables: Object ID (Org Unit) – 61241000 Reporting Period – Today All Positions Sort Options – Org unit/title
52F&NS Human Resource Actions Processing
Position Control: Create Position
Start
HRAP/Manager
Initiates Position Creation Process
Supervisor
Prints the form out
Approve
Central F&NS
Processes Position in
SAP
Finish
HRAP/Manager receives notice
action completed
Director
Reviews the hardcopy
form & gives Central PBC
person a copy.
Supervisor
Accesses iForm and approves
Notification
53F&NS Human Resource Actions Processing
Position Control: Create Position
1
2a
32b
4
5
54F&NS Human Resource Actions Processing
Position Control: Create Position
5
6
55F&NS Human Resource Actions Processing
Position Control: Create Position
8
10
7
9
56F&NS Human Resource Actions Processing
Demo & Exercise: Create Position
Let’s request a new position using the Adobe Interactive Form for:
Food Service General Worker Cooper City High Effective July 1, 2008
57F&NS Human Resource Actions Processing
Position Control: Change Position
Start
HRAP/Manager
Initiates Change Position
Form
Supervisor
Prints the form out
Approve
Central F&NS
Processes Position in
SAP
Finish
HRAP/Manager receives notice
action completed
Director
Reviews the hardcopy
form & gives Central PBC
person a copy.
Supervisor
Accesses iForm and approves
Notification
58F&NS Human Resource Actions Processing
1
3
2
4
Position Control: Change Position
59F&NS Human Resource Actions Processing
5
6
Position Control: Change Position
78
60F&NS Human Resource Actions Processing
Position Control: Change Position
9
10
61F&NS Human Resource Actions Processing
Unit Six:Unit Six:Actions Processing – Actions Processing –
Personnel ActionsPersonnel Actions
62F&NS Human Resource Actions Processing
Personnel Actions: Change in Pay
Start
HRAP/Manager
Initiates Change in
Pay Process
Supervisor
Reviews Change in
Pay in UWL
Approve
HRIS
Processes Change in Pay in SAP
Finish
Central FNS HR Action Processor
Reviews request and adds
information
Notification
HRAP & Employee
receive notice action
completed
63F&NS Human Resource Actions Processing
Personnel Actions: Change in Pay
2
1
64F&NS Human Resource Actions Processing
Personnel Actions: Change in Pay
3
65F&NS Human Resource Actions Processing
Personnel Actions: Change in Pay
66F&NS Human Resource Actions Processing
Personnel Actions: Change in Pay
4
6
5
67F&NS Human Resource Actions Processing
Demo & Exercise: Change in Pay
Let’s request a Change in Pay for Mary Jackson: Date of Change in Pay – 08/05/2008 Reason – Hours/percent change Payroll Area – Bi-Weekly AA Work Schedule – 7.0H Mon-Fri %age – 100.00
68F&NS Human Resource Actions Processing
Personnel Actions: Additional Positions
Start
HRAP/Manager
Initiates Additional Position Process
Supervisor
Reviews Additional Position in
UWL
Approve
Finish
HRIS
Additional Position
Processed in SAP
Central FNS HR Action Processor
Reviews request and adds
information
Notification
HRAP & Employee
receive notice action
completed
69F&NS Human Resource Actions Processing
Demo & Exercise: Additional Position
Let’s request an Additional Position for Mary Jackson: Position – 89003728 Start Date – 09/29/2008 Reason for Secondary Position – Temporary Worker Additional Position Text – Food Service Additional
Position
70F&NS Human Resource Actions Processing
Personnel Actions: Additional Position
1
3
2 Position Text Organizational Unit Text4
71F&NS Human Resource Actions Processing
Personnel Actions: Additional Position
6
5
72F&NS Human Resource Actions Processing
Personnel Actions: Additional Position
7
8
73F&NS Human Resource Actions Processing
Personnel Actions: Reassignment
Start
HRAP/Manager
Initiates Reassignment
Process
Supervisor
Reviews Reassignment
in UWL
Approve
HRIS
Processes Reassignment
in SAP
Reassignment within an Organization Unit
Central FNS HR Action Processor
Reviews request and adds
informationFinish
Notification
HRAP & Employee
receive notice action
completed
74F&NS Human Resource Actions Processing
Personnel Actions: Reassignment
4
1
3
2
75F&NS Human Resource Actions Processing
Personnel Actions: Reassignment
4
76F&NS Human Resource Actions Processing
Personnel Actions: Reassignment
77F&NS Human Resource Actions Processing
Personnel Actions: Reassignment
5
6
78F&NS Human Resource Actions Processing
Personnel Actions: Transfer
Transfer between Organization Units
Start
ReleasingHRAP
Initiates Transfer Process
ReceivingHRAP/Manager
Receives and Adds
Transfer Information
Approve
HRIS
Processes Transfer in
SAP
Receiving Supervisor
Reviews Transfer in
UWL
Central FNS HR Action Processor
Reviews request and adds
information
Finish
Notification
HRAP & Employee
may receive notice action
completed
79F&NS Human Resource Actions Processing
Personnel Actions: Transfer
1
3
2
80F&NS Human Resource Actions Processing
Personnel Actions: Transfer
4
81F&NS Human Resource Actions Processing
Personnel Actions: Transfer
82F&NS Human Resource Actions Processing
Personnel Actions: Transfer
5
7
6
83F&NS Human Resource Actions Processing
Demo & Exercise: Transfer
Let’s request that Consuela Stone be transferred from her current position and school to a new position and school:
New Org Unit – 63391099 Date of Transfer – 08/05/2008 Position – 80007950 Reason for Transfer – Regular/Lateral Transfer Payroll Area – Bi-Weekly BB Work Schedule – 7.0H Mon-Fri %age – 100.00
84F&NS Human Resource Actions Processing
Personnel Actions: Return to Work
Start
HRAP/Manager
Initiates Return to
Work Process
Supervisor
Reviews Return to
Work Request in UWL
Approve
HRIS
Processes Return to
Work Request in SAP
Finish
Notification
HRAP & Employee
receive notice action
completed
Central FNS HR Action Processor
Reviews request and adds
information
85F&NS Human Resource Actions Processing
Personnel Actions: Return to Work
2
1
3
86F&NS Human Resource Actions Processing
Personnel Actions: Return to Work
4
87F&NS Human Resource Actions Processing
Personnel Actions: Return to Work
88F&NS Human Resource Actions Processing
Personnel Actions: Return to Work
5
6
89F&NS Human Resource Actions Processing
Start
HRAP/Manager
Initiates Demotion Process
Supervisor
Reviews Demotion in
UWL
Approve
HRIS
Processes Demotion in
SAP
CentralFNS HR Action Processor
Reviews request and adds
information Finish
Notification
HRAP & Employee
receive notice action
completed
Personnel Actions: Demotion
90F&NS Human Resource Actions Processing
Personnel Actions: Demotion
3
1
2
91F&NS Human Resource Actions Processing
Personnel Actions: Demotion
4
92F&NS Human Resource Actions Processing
Personnel Actions: Demotion
93F&NS Human Resource Actions Processing
Personnel Actions: Demotion
5
7
6
94F&NS Human Resource Actions Processing
Unit Seven:Unit Seven:Actions Processing – Actions Processing –
Separation of EmploymentSeparation of Employment
95F&NS Human Resource Actions Processing
Separation of Termination Types
Termination
Executed by the Staffing Departments
Employee is terminated due to
disciplinary action, performance,
abandonment of position, etc.
Separation of Employment
Executed by the HR Action Processor
Employee submits voluntary
resignation letter to HR Action Processor
at location
96F&NS Human Resource Actions Processing
Separation of Employment: Initiated by HRAP
Start
HRAP/Manager
Initiates the Separation of Employment
Process
HRAP/Manager
Receives & Executes
Termination Process
Location
Termination is Processed
in SAP
Supervisor
Receives Notification of Termination in
UWL
Finish
Notification
HRAP & Employee receives
notice action completed
97F&NS Human Resource Actions Processing
Separation of Employment: Initiated by HRAP
98F&NS Human Resource Actions Processing
Separation of Employment: Initiated by HRAP
1
Enter the effective date of the resignation. For example, if the last day worked is 9/3/08 then the effective date will be 9/4/08. DO NOT ENTER THE LAST DAY WORKED.
99F&NS Human Resource Actions Processing
Separation of Employment: Initiated by HRAP
100F&NS Human Resource Actions Processing
Separation of Employment: Initiated by HRAP
2
3
101F&NS Human Resource Actions Processing
Termination: Involuntary
Start
HRAP/Manager
Initiates Termination
Process
Supervisor
Reviews Termination
in UWL
Approve
Staffing
Processes Termination
in Background
Finish
Notification
HRAP & Employee
receive notice action
completed
102F&NS Human Resource Actions Processing
Termination: Initiated by HRAP
103F&NS Human Resource Actions Processing
Termination: Initiated by HRAP
1
104F&NS Human Resource Actions Processing
Termination: Initiated by HRAP
2
3
105F&NS Human Resource Actions Processing
Unit Eight:Unit Eight:Navigating the Navigating the
Universal Worklist (UWL)Universal Worklist (UWL)
106F&NS Human Resource Actions Processing
Navigating the Universal Worklist – Tasks
1
2
3 Do not use this section or the buttons.
107F&NS Human Resource Actions Processing
Navigating the Universal Worklist - Notifications
4
5
108F&NS Human Resource Actions Processing
Navigating the Worklist – Tracking
6
7
109F&NS Human Resource Actions Processing
2
1
Do not use these buttonsDo not use these buttons
5
Manager Self-Service – Approve HR Actions
3
4
110F&NS Human Resource Actions Processing
Manager Self-Service – Approve HR Actions
3
111F&NS Human Resource Actions Processing
Unit Nine:Unit Nine:Display HR Master DataDisplay HR Master Data
112F&NS Human Resource Actions Processing
PA20: Display HR Master Data
PA204
1
3
2
113F&NS Human Resource Actions Processing
PA20: Display HR Master Data
1
2
114F&NS Human Resource Actions Processing
PA20: Display HR Master Data
4 3
6
5
115F&NS Human Resource Actions Processing
Infotype 0006: Addresses
11234
23
5
4
A
116F&NS Human Resource Actions Processing
Unit Ten:Unit Ten:Introduction to Introduction to
Employee Self Service (ESS)Employee Self Service (ESS)
117F&NS Human Resource Actions Processing
118F&NS Human Resource Actions Processing
What is Employee Self Service (ESS)?
Brand new interface to access and update employee information– very user friendly!
119F&NS Human Resource Actions Processing
Contact Information
Who’s Who: Look up contact information for employee’s within SBBC.
Change Own Data: Update your own contact information. Addresses: Update home and temporary addresses.
120F&NS Human Resource Actions Processing
Contact Information – Options
Who’s Who basic search: search for employee contact information by last name or first name.
Advanced search: search for employee contact information by organizational unit, position, job, etc.
Change Own Data: update your own contact information including extension, e-mail, building number, etc.
121F&NS Human Resource Actions Processing
Contact Information – Who’s Who (Basic)
Enter part of Last Name and/or First Name
Click Search… The Result List will display Click the Last Name of the
employee for whom you wish to view the profile
122F&NS Human Resource Actions Processing
Contact Information – Employee Profile
The Employee profile displays: Communication information Department data Miscellaneous personal
information
123F&NS Human Resource Actions Processing
Contact Information – Who’s Who (Advanced Criteria)
From Who’s Who, click Advanced search
Enter criteria based on any or all of the fields listed to the left
Click Search… The Result List will display Click the Last Name of the
employee for whom you wish to view the profile
NOTE: If you do not know the complete information for a particular field, perform a “wildcard” search. Enter a partial value in any of the fields with an asterisk * before or after the value. For instance, if you are searching for an employee with a last name that starts with “Wil” enter Wil* in the last name field.
124F&NS Human Resource Actions Processing
Contact Information – Change Own Data
To update your own contact information:
Click Change Own Data Enter contact information
for any or all of the fields to the left
Click Review to verify data entered
Click Save to save the contact information
NOTE: E-mail is an essential field, so ensure you have entered your e-mail address correctly, as e-mail communications will be sent to this address. If you don’t have an e-mail address, please see your site contact.
125F&NS Human Resource Actions Processing
Contact Information – Update Address
1. Click Edit to edit the existing Permanent residence address.
Options: Permanent residence – home address Temporary residence – address to be used temporarily (for example,
summer address) Emergency contact – name and address to be used in case of
emergency
1
126F&NS Human Resource Actions Processing
Contact Information – Update Address
2. Update address and telephone fields as needed
3. Choose validity date for change to take effect (either today or as of a specific future date)
4. Click Review and verify changes on the next screen
5. Click Save
2
3
4 5
127F&NS Human Resource Actions Processing
Payment
Salary Statement: View and print your pay stubs. Bank Information: View and/or update your bank details for direct deposit. W-4 Tax Withholding: View and/or change your W-4 withholding
allowances. Employment Verification: Request verification to be faxed or mailed to a
third party. Year Round Pay selection: Submit your selection for Year Round Pay. W-2 Reprint: Request a copy of your W-2 from the previous year.
128F&NS Human Resource Actions Processing
Payment – View Salary Statement
Select Salary Statement Click Show Overview to
view other pay periods or click Previous or Next Salary Statement buttons as appropriate
View the salary statement Click Send Print Request Click Exit
129F&NS Human Resource Actions Processing
Payment – Update Bank Information
1. Click Edit to change the existing bank deposit details New Main bank – you are required to have one (1) main bank
established for direct deposit New Other Bank – you can set up no more than four (4) additional
banks for direct deposit
1
130F&NS Human Resource Actions Processing
Payment – Update Main Bank Information
2. Enter changes as needed: Nine digit bank routing
number Account number for
direct deposit Checking or Savings Purpose of account
3. Click Review and verify data
4. Click Save
2
34
NOTE: For assistance with your bank routing number and account number, please refer to the sample check on the next slide. Please contact your financial institution if you have further questions regarding your account.
131F&NS Human Resource Actions Processing
Payment – Update Main Bank Information
132F&NS Human Resource Actions Processing
Professional Development