02 advanced erp using gbi casestudy hcm[letter] en v2.1
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Product
SAP ERPG.B.I.Release 6.0 EhP4
Level
UndergraduateGraduateBeginners
Focus
HCM
Authors
Claudia KroliczekMark LehmannStefan Weidner
Version2.1
MOTIVATION
This case study provides an insightinto the significant HumanResources processes in apersonnel management system
that enables the module HCM(Human Capital Management) ofthe IDES system SAP ERP 6.0.
The processes include recruitment,personnel administration and thepersonnel development.
PREREQUISITES
Before you use this case study, youshould be familiar with navigation inthe SAP system.
In order to successfully work through
this case study, it is necessary tohave finished the HCM introductioncase study and check thepreparations for HCM.
NOTES
This case study uses the Global BikeInc. (G.B.I.) data set, which has beencreated exclusively for SAP UAglobal curricula.
Human Capital Management(HCM) Case Study
This case study explains a Human Capital Management process using
recruitment, personnel administration and personnel development.
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Process Overview
Learning Objective Understand and perform a Human Resource process. Time 140 min
Scenario In the Global Bike U.S. company a Security Manager shall be staffed for the new
Security department. Initially, a job advertisement is posted in the local newspaper. Due to theadvertisement, a suitable candidate was found and immediately hired as an employee. To prepare
the new employee to its future role, a training course is booked for him and his qualifications,
with the resulting certification, is completed. Following, a career for the position of the SecurityGuards is created. For the new employee a career planning is carried out to verify whether he or
she is suitable for this career. In order to find out how the new employee performed in the
position so far, an appraisal executed by his supervisor is prepared and performed.
Employees involved Marco Romero (Recruiting Officer)Sang Cha (Personnel Administration Officer)
Chris Thomas (Human Resources Manager)
Initially a job advertisement is recorded in the system. Thereafter, theapplicant data are captured and then transferred to the personnel master
data of the employee in the system. Following this, the qualifications
profile is maintained for the employee and a training course is booked forthe employee. For the position of the Security Guards, a career plan is
created and career planning is executed for the relevant employee. The
Chief Security Managers master data need to be added with an additional
infotype, so that he is able to appraise the performance of the SecurityGuard. In a final step, the appraisal will be prepared and executed.
Process description
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Post Job Advertisement
TaskPost a job advertisement. Time 10 min
Short Description Use the SAP Easy Access Menu to post a job advertisement.
Name (Position) Marco Romero (Recruiting Officer)
To create a job advertisement, follow the menu path:
Human Resources Personnel Management Recruitment Advertising Advertisement Maintain
Menu path
In the upcoming screen Postings, please click in order to view all
existing advertisements. In the screen Maintain Advertisements choose
to create a new advertisement. Assign a new Advertisement
Number by clicking on . As
Recruitment Instrument the company has chosen the Dallas Observer
[00000101] and the advertisement has been published on 1st of the current
month. The advertisement end is planned for the 1
st
of the followingmonth and the publication costs amount 10,000 USD. Enter
Advertisement - ### Security Manager as the Text name, replacing ###by your group (computer number.
Dallas Observer1st of the current month
1st of the following month
10,000 USDAdvertisement - ###Security Manager
Afterwards, please choose to insert the text for the
advertisement. Enter a text of your choice and save the text by clicking on
. With , go back to the screen Create Posting. Choose to
add the vacant position to your advertisement. Therefore, choose and
enter### Security Manager in the field Find. Highlight your position andpress in order to adopt the entry.
### Security Manager
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Enter Applicant Master Data
Exercise Enter the master data of an applicant. Time 15 min
Short Description Use the SAP Easy Access Menu to enter the applicant master data.
Name (Position) Sang Cha (Personnel Administration Officer)
To hire the employee, follow the menu path:
Human Resources Personnel Management Recruitment ApplicantMaster Data Initial Data Entry
Menu Path
In the upcoming screen Initial entry of basic data, please enter the following
applicant data for the job advertisement created by you.
In the area Organizational Assignment, choose personnel area DL00,personnel
subarea FI00 and applicant group 1. The applicant is assigned to the applicantrange salaried employees and the personnel officer responsible for the
application is Chris Thomas. Please fill out the fields firstname, last name,
birth date and the street in the area Personal Data/Address with data of your
choice. As the City choose Dallas and Postal Code 75202, Country US.
DL00FI00
1
Dallas
TX75202
US
In the area Application, please search for the job advertisement Advertisement -
### Security Manager in the Dallas Observer, with the help of the F4-help. The
entry screen should look as follows.
Save your entries and press enter to pass over the upcoming message Fill inall required entry fields. In the screen Create Addresses, enterTX as the State
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Prepare Applicant for Hiring
Exercise Prepare the applicants hiring. Time 5 min
Short Description Use the SAP Easy Access Menu to prepare the applicants hiring.
Name (Position) Marco Romero (Recruiting Officer)
To prepare the applicants hiring, follow the menu path.
Human Resources Personnel Management Recruitment Applicant Master Data Applicant Actions
Menu path
In the screen Applicant Actions please enter the applicant number which
you have written down in the task before. The applicant shall be hiredbeginning from the first of the current month. Afterwards please
highlight the applicant action Prepare for hiring and click on .
Save the screen Copy Applicant Actions with all entered data and
confirm the following warning message with Enter.
Confirm that the applicant activity is performed on todays date by clicking
on .
Click on the exit icon to return to the SAP Easy Access screen.
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Hiring Applicant
Exercise Hire the applicant. Time 10 min
Short Description Use the SAP Easy Access Menu to hire the applicant.
Name (Position) Marco Romero (Recruiting Officer)
To hire the applicant, follow the menu path.
Human Resources Personnel Management Administration HR Master Data Personnel Actions
Menu path
Please enter the first of the current month as the begin date and choose
the personnel action Hire Applicant and enter the personnel area DL00,Employee Group 1 and Employee Subgroup U4 in the fields next to the
personnel action. Execute the personnel action by clicking on .
DL001
U4
In the screen Direct Data Transfer, please enter the number of your
applicant and click on .
In the screen Create Actions, find the position### Security Manager withthe help of the f4-help and the Structure Search. You can find the
organizational unit under Global Bike Group Global Bike US Administration and Finance Administration ### Security.Afterwards, please save your data.
### Security Manager
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Proof Hiring
Exercise Proof that the applicant was hired. Time 5 min
Short Description Use the SAP Easy Access Menu to proof that the applicant was hired.
Name (Position) Chris Thomas (Human Resources Manager)
To proof hiring, follow the menu path.
Human Resources Organizational Management OrganizationalPlan Organization and Staffing Display
Menu path
Normally, you should be able to see your organizational unit ### Securityin the structure view. If not, please search for your organizational unit in
the area Find by to display it I the structure view. Please take care that the
Date and preview period starts on January 1st of the current year and
lasts at least one year.
Now you can see that the hired applicant is assigned to the position ###
Security Manager. The green arrow in front of the position and person
means that the position and the person have not been entered at the
beginning of the Date and preview period, but have been added in the
course of time.
Click on the exit icon to return to the SAP Easy Access screen.
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Maintain Qualification Profile
Exercise Maintain the employees qualification profile. Time 5 min
Short Description Use the SAP Easy Access Menu to maintain the employees qualification profile.
Name (Position) Sang Cha (Personnel Administration Officer)
To enter the time data, follow the menu path.
Human Resources Personnel Management Personnel Development Profile Change
Menu path
With the help of the window Find by, please search for your employee working as
Security Guard. Therefore, choose Person Search Term and type in the lastname of your employee in the With name field. Choose your employee from the
Hit list via double-clicking.
On the right side of the screen, you can see employees profile. The tab
Qualifications is still empty as no qualifications for this employee have beenmaintained.
Now, please add a qualification by clicking below the table. Here, choose
and enter###First Aid Course Certification as the search term. There should beexactly one entry in the Entry found list. Choose this entry and press .
### First Aid CourseCertification
Save your entries and click on the exit icon to return to the SAP Easy
Access screen.
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Create an event
Exercise Create an event. Time 10 min
Short Description Use the SAP Easy Access Menu to create an event.
Name (Position) Sang Cha (Personnel Administration Officer)
To create the event, follow the menu path.
Human Resources Training and Event Management Business Events Business Event Menu
Menu path
You can see the Business Event Menu for the current plan. There, please choose
GBI Training and Education Security Training ### Security Trainingand choose Create without Resources in the context menu being opened with aright mouse click.
In the screen Create Business Event without Resources, enterMonday of the last
week as the Start date and change the status into Firmly booked. Choose the
location Dallas in the F4-help. Afterwards, please enter1 as the minimum number
of attendees, 10 as the optimum and 30 as the maximum number of attendees and
save your event.
In the upcoming screen Create User Schedule, please enter a duration of 3 daysand 21 hours in total in the Without pattern tab. The training shall start on a
Monday. Confirm your entries with .
3 days
21 hours
Monday
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Book the event
Exercise Book the event. Time10 min
Short Description Use the SAP Easy Access Menu to book the event for your employee.
Name (Position) Sang Cha (Personnel Administration Officer)
To book the event, follow the menu path.
Human Resources Training and Event Management Attendance Attendance Menu
Menu path
The attendance menu is structured in the same way as the business event menu
which you got to know in the previous task. Choose your event with the help of
the path GBI Training and Education Security Training ### SecurityTraining and choose Bookfrom context menu being opened with a right mouse
click.
In the upcoming screen Book Attendance: Data, search for your employee, who is
in charge of the Security Guard position, with the help of the F4-help in the fieldPerson.
Now, please click on and choose the settlement type Free of
charge. Close the window Fee and Assignment with and go back to the
Attendance Menu. There, you can see that your employee was booked for the
event.
Free of Charge
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Follow up the event
Exercise Follow up the event. Time 5 min
Short Description Use the SAP Easy Access Menu to follow up the event.
Name (Position) Sang Cha (Personnel Administration Officer)
To follow-up the event, follow the menu path.
Human Resources Training and Event Management Business Events Business Event Menu
Menu path
Navigate to your event and choose Follow up from context menu being opened
with a right mouse click.
Afterwards, please start following up by clicking on in the screen
Follow up Business Event. You are guided to the follow up menu. Your employee
receives a new qualification in form of a certificate for attending the security
training.
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Create a Career
Exercise Create a career for an employee. Time 10 min
Short Description Use the SAP Easy Access Menu to create a career for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)
To create a career, follow the menu path.
Human Resources Personnel Management Personnel Development Settings Current Settings Edit Careers
Menu path
In the screen Carrer Maintenance, please choose the Plan Version 01 and the
current date as the Key Date. Choose . Press to create a new career. As thename, please enter### Security Guard and press Create.
01Current date
### Security Guard
Back in the Career Maintenance Screen, please select the career you just created
and choose Career Change. The graphical editor for maintaining careers willbe opened and enables you to create the career in form of a network.
The first station of the career shall be a position. To create the position, please
click on the position field in the Node Area on the bottom right side of the screen
and afterwards please click in the Display Area on the left side of the screen. Inthe upcoming screen Choose Position please choose the position ### Chief
Security Manager via the path Global Bike Group Global Bike USAdministration and Financials Administration ### Chief SecurityManager in the Structure Search via double-clicking.
### Chief SecurityManager
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Execute Career Planning
Exercise Execute the career planning. Time 5 min
Short Description Use the SAP Easy Access Menu to execute the career planning for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)
To execute the career planning, follow the menu path.
Human Resources Personnel Management Personnel Development Planning Career
Menu path
Enter the personnel number of the employee who is in charge of the ### Security
Guard position. As the reporting period, please choose the current date as theKey date. The planning criteria shall include qualifications, careers and
potentials. Press .
The career planning shall display for which positions the qualifications andpotentials of the employee are suitable and which careers the employee may
follow.
In order to dis la the rofiles of the ositions lease lace the cursor to a
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Maintain Communication Data
Exercise Prepare an appraisal. Time 5 min
Short Description Use the SAP Easy Access Menu to prepare the appraisal for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)
To maintain the communication data in the master data, follow the menu path.
Human Resources Personnel Management Administration HRMaster Data Maintain
Menu path
Search for the personnel number of your### Chief Security Manager with the
F4 help using first or last name and press Enter. Choose your employee andcontinue with . Press Enter to retrieve your employees data. Now, type in
Communication in the Infotype field and press Enter. Choose to create theCommunications infotype for the employee.
As the subtype for this infotype choose System User Name [0001] in the
upcoming screen and press .
0001
In the screen Create Communication, please type in yourSAP user in the field
ID/number field. Take care that the validity of the infotype starts on the first ofthe current month.
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Prepare Appraisal
Exercise Prepare an appraisal. Time 5 min
Short Description Use the SAP Easy Access Menu to prepare the appraisal for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)
To prepare the appraisal, follow the menu path.
Human Resources Personnel Management Personnel Development Appraisal Create
Menu path
Choose the Individual Appraisal Individual Performance Appraisal. It shall be
valid forone month from today on. In order to define who should perform theappraisal for whom, please choose Supervisor and search for the person being in
charge of the position of the ### Chief Security Manager in the Structure Search
in the field Person. Afterwards, please press Enter. The To-Do List with allemployees, the Security Manager is able to appraise, is displayed. Please choose
the employee, hired by you before, from the list and highlight the respective line.
Press to continue.
In the status bar, the message should be displayed.
Click on the exit icon to return to the SAP Easy Access screen.
Perform Appraisal
Exercise Perform an appraisal. Time 5 min
Short Description Use the SAP Easy Access Menu to perform the appraisal for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)
To perform the appraisal, follow the menu path.
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Display Appraisal
Exercise Display the appraisal. Time 10 min
Short Description Use the SAP Easy Access Menu to display the appraisal.
Name (Position) Chris Thomas (Human Resources Manager)
To display the appraisal, follow the menu path.
Human Resources Personnel Management Personnel Development Profile Display
Menu path
Search for the employee in charge of the position Chief Security Manager in the
Find By Area on the left side of the screen. Therefore, choose Person SearchTerm and search with the name of the employee. Choose the employee from the
Hit List via double-click so that he or she is displayed in the right screen area.
On the right side, please have a look at the tab Appraisals Where Appraiser in
order to view all appraisals given by the employee to another employee. The list
should contain the appraisal for the Security Guard with the status Completed.
When clicking on the Individual Performance Appraisal, the respective Ratingscan be displayed.
Now, please search for the employee in charge of the position Security Guard in
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