configuring substitution in mss - sap training, interim

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Configuring Substitution in MSS

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Page 1: Configuring Substitution in MSS - SAP Training, Interim

Configuring Substitution in MSS

Page 2: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 2 RKT

At the end of this module, you will be able to:

Configure Substitution Functionality in MSS

Set up Authorizations for Substitutes

Configure E-Recruitment and Travel Management Substitutions so

that managers can start it from the Manage Substitution Rules

Modify the content of E-mail sent to the substitutes once a

substitution rule is created

Objectives

Page 3: Configuring Substitution in MSS - SAP Training, Interim

Configuring Substitution Task is to:

1) Add a new Substitution Profile ‘Leave and Time Recording’

2) Ensure Leave and Time recording approvals is configured for this Profile

3) Ensure that Team page and Time Recording Dashboard is configured for this Profile under

Team applications

4) Ensure that all Time management on behalf applications are configured under employee

applications

5) Ensure no applications are visible under Org and Position view

Page 4: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 4 RKT

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management-> Manager Self-

Service (Web Dynpro ABAP )->Substitution->Maintain

task classes.

Configuring Substitution Maintaining Task Classifications

Page 5: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 5 RKT

Click on New Entries

Configuring Substitution Maintaining Task Classifications

Page 6: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 6 RKT

Enter Classification of tasks and save

the entry.

You can classify tasks and therefore

group them together according to your

own criteria.

For the non-workflow items displayed

on POWL ensure that standard POWL

queries application id is passed as

Leave Approval - SAPARQ, Time

Recording approval - SAPTR, Clock-

In/ Out approval - SAPCICO, Task

Monitoring - SAPROD, Birthdays and

Anniversaries - SAPBDAY.

For workflow based items to be

displayed ensure that correct Task IDs

are maintained.

Task classes describe individual

tasks.

Configuring Substitution Maintaining Task Classifications

Page 7: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 7 RKT

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management-

> Manager Self-Service (Web Dynpro

ABAP )->Substitution->Substitution

Profile->Define Substitution Profile.

Configuring Substitution Adding Profiles

Page 8: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 8 RKT

Click on New Entries

Configuring Substitution Adding Profiles

Page 9: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 9 RKT

Enter Substitute Profile and save

the entry.

Determine which proxy profiles

should exist. Create new proxy

profiles to meet the requirements.

Configuring Substitution Adding Profiles

Page 10: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 10 RKT

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management-

> Manager Self-Service (Web Dynpro ABAP )-

>Substitution->Substitution Profile->Assign

Substitution Profile.

Configuring Substitution Mapping Profiles to Applications

Page 11: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 11 RKT

Click on New Entries

Configuring Substitution Mapping Profiles to Applications

Page 12: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 12 RKT

Enter Substitute Profile and

Classification of task and save the

entry.

Determine which task classes are to

be grouped together in a proxy

profile

Configuring Substitution Mapping Profiles to Applications

Page 13: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 13 RKT

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management-

> Manager Self-Service (Web Dynpro ABAP )-

>Substitution->Configure Substitution Launchpad.

Configuring Substitution Configuring Substitution Launchpad

Page 14: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 14 RKT

Navigate to ‘MSS’ Role and ‘SUBSTITUTION’ Instance and click on Edit for Team specific applications.

For Employee applications: Role: MSS Instance: EMPLOYEE_MENU

For Organization applications: Role: MSS Instance: ORGANIZATION_MENU

For Position applications: Role: MSS Instance: POSITION_MENU

Configuring Substitution Configuring Substitution Launchpad

Page 15: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 15 RKT

Select ‘Team Page’ under

the ‘Team’ folder. Add

ZSAP_LEAVE to

SUBST_CLASSIFICATION

for Target App Parameters

and save the changes.

Configuring Substitution Configuring Substitution Launchpad

Page 16: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 16 RKT

Navigate to ‘MSS’ Role and ‘EMPLOYEE_MENU’ Instance and click on Edit

Configuring Substitution Configuring Substitution Launchpad

Page 17: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 17 RKT

Select ‘Create Leave Request’

under the ‘Time Management

On Behalf of Employee’ folder.

Add ZSAP_LEAVE to

SUBST_CLASSIFICATION for

Target App Parameters and save

the changes.

Configuring Substitution Configuring Substitution Launchpad

Page 18: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 18 RKT

Similarly add

‘ZSAP_LEAVE’ for

SUBST_CLASSIFICATION

for the highlighted

applications.

Configuring Substitution Configuring Substitution Launchpad

Page 19: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 19 RKT

Configuring Substitution

Steps:

1, Launch Manager Self-

Service Role

2, Click on Manage

Substitution Rules under

Substitution component in

the Home Page.

Page 20: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 20 RKT

Configuring Substitution

Click on Create Rule button in Manage Substitution Rules application. In the ‘Create a Substitution Rule’ window

a new entry ‘Leave and Time Recording’ is visible. Enter the Assignee and select the profile ‘Leave and Time

Recording’. Specify the validity for the substitution rule and click on OK.

Page 21: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 21 RKT

Configuring Substitution

A new rule for profile ‘Leave and Time Recording’ has been created.

Page 22: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 22 RKT

Configuring Substitution

Login as substitute and select the substituting manager.

Page 23: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 23 RKT

Configuring Substitution

The Substitute can launch Leave and Time related processes for employees.

Page 24: Configuring Substitution in MSS - SAP Training, Interim

Setting up Authorization Task is to:

For the ‘Leave and Time Recording’ Profile created earlier ensure the substitute has access to

data for employees only of substituting manager’s. He/she should not have access to data of

employees of any other managers in the organization

Page 25: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 25 RKT

Setting up Authorization

Assign to the user

Create

Structural

authorization

profile

Copy the

substitution

role and make

required

changes

Note:

Make sure that the structural authorization is activated in the system

Page 26: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 26 RKT

Steps: 1, Go to transaction- SPRO

2, Navigate to Personnel Management Manager

Self-Service (Web Dynpro ABAP ) Substitution

Authorization Management Structural

Authorization Create Authorization Profile

Setting up Authorization Creating Structural Authorization

Page 27: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 27 RKT

Steps:

1. Click on New Entries to create

new authorization profile

2. Enter ‘ EMP_PROFILE’ and

click on ‘Enter’ to save the profile

3. Select ‘Authorization profile

maintenance’ to maintain

authorization parameters

Setting up Authorization Creating Structural Authorization

Page 28: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 28 RKT

Steps:

1,Click on new entry to

maintain profile parameters

to the authorization profile

‘EMP_PROFILE’

2, Enter parameters as

mentioned in the screenshot

3, Enter Function module

‘HRMSS_SUBST_GET_OR

G_ASSIGNEMENT’

Setting up Authorization Creating Structural Authorization

Page 29: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 29 RKT

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management Manager Self-

Service (Web Dynpro ABAP ) Substitution

Authorization Management Structural Authorization

Assign Authorization Profile to Users

Setting up Authorization Assigning Authorization Profile to the User

Page 30: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 30 RKT

Steps:

1. Click on New Entries to

assign authorization

profile to the user

2. Assign authorization

profile to the user

‘Tester5’

Setting up Authorization Assigning Authorization Profile to the User

Page 31: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 31 RKT

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management Manager Self-Service

(Web Dynpro ABAP ) Substitution Authorization

Management Maintain Roles

Setting up Authorization Setting up the Role

Page 32: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 32 RKT

Steps:

1. Open Substitution single role

‘SAP_MANAGER_MSS_SUB

ST_SR_NWBC’ and click on

copy.

2. Enter the new role and click

on copy all

Setting up Authorization Setting up the Role

Page 33: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 33 RKT

Steps:

1. Open the copied role and click

on Authorization tab to

maintain authorization for the

single role

2. Click on Change

Authorization Data to change

the authorization

Setting up Authorization Setting up the Role

Page 34: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 34 RKT

Make required changes

and generate the

authorization profile

Setting up Authorization Setting up the Role

Page 35: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 35 RKT

Setting up Authorization Setting up the Role

Page 36: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 36 RKT

Steps:

1. Goto transaction

‘SU01’

2. Search for the

user as

‘TESTER5’ and

click on edit

button

3. Select role tab

and add the

copied role

4. Click on save

button

Setting up Authorization Setting up the Role

Page 37: Configuring Substitution in MSS - SAP Training, Interim

Activating Substitution for Travel and E-Recruitment

Page 38: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 38 RKT

Activating the Substitution for Travel and E-Recruitment

Steps:

Create a BAdI Implementation for the BAdI ‘WF_SUBSTITUTE’.

If E-recruitment exists in a different system, ensure that an implementation is

created in that system as well. In this case ensure that Multibackend is enabled and

system connections are maintained correctly.

A sample implementation has been provided which is inactive. You can refer to this

implementation. In the Interface method

‘IF_EX_WF_SUBSTITUTE~MAINTAIN_SUBSTITUTE’ there are flags for subscribing

to functionalities like Travel , E-recruitment and substitution mailers. Set these flags

as per the requirements.

Page 39: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 39 RKT

Activating the Substitution for Travel and E-recruitment

Click on create to create a new BAdI Implementation for the BAdI ‘WF_SUBSTITUTE’

Page 40: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 40 RKT

Activating the Substitution for Travel and E-recruitment

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management-

> Manager Self-Service (Web Dynpro ABAP )-

>Substitution->BAdI: Determine Substitution

Rules and Application for User.

Page 41: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 41 RKT

Activating the Substitution for Travel and E-recruitment

Enter Enhancement Implementation name and short text and click on OK button

Page 42: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 42 RKT

Activating the Substitution for Travel and E-recruitment

Enter BAdI Implementation name and Implementation Class name . Select BAdI Definition name as

‘WF_SUBSTITUTE’ and click on OK button

Page 43: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 43 RKT

Activating the Substitution for Travel and E-recruitment

Select Empty Class.

Page 44: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 44 RKT

Activating the Substitution for Travel and E-recruitment

Double Click on Implementing Class

Page 45: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 45 RKT

Activating the Substitution for Travel and E-recruitment

Double Click on the interface method IF_EX_WF_SUBSTITUTE~MAINTAIN_SUBSTITUTE.

Page 46: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 46 RKT

Activating the Substitution for Travel and E-recruitment

In the subsequent pop-up screen click on Yes button.

Page 47: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 47 RKT

Activating the Substitution for Travel and E-recruitment

Refer to the standard BAdI Implementation ‘HRMSS_SUBSTITUTION_BADI_MAIL’. Copy the existing

implementation or create a new one as per the requirements. Save and Activate the interface method.

Page 48: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 48 RKT

Activating the Substitution for Travel and E-recruitment

Double Click on the interface method IF_EX_WF_SUBSTITUTE~DELETE_SUBSTITUTE

Page 49: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 49 RKT

Activating the Substitution for Travel and E-recruitment

In the subsequent pop-up screen click on Yes button.

Page 50: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 50 RKT

Activating the Substitution for Travel and E-recruitment

Refer to the standard BAdI Implementation ‘HRMSS_SUBSTITUTION_BADI_MAIL’. Copy the existing

implementation or create a new one as per the requirements. Save and Activate the interface method.

Page 51: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 51 RKT

Activating the Substitution for Travel and E-recruitment

Save and Activate the implementation class.

Page 52: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 52 RKT

Activating the Substitution for Travel and E-recruitment

Save and Activate the enhancement implementation.

Page 53: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 53 RKT

Activating the Substitution for Travel and E-recruitment

Check the checkbox ‘Implementation is active’.

Page 54: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 54 RKT

Activating the Substitution for Travel and E-recruitment

For assigning Connected

system to Inbox, follow the

below steps:

Steps:

1, Go to transaction- SPRO

2, Navigate to SAP

Customizing

Implementation Guide-

>Cross-Application

Components->Processes

and Tools for Enterprise

Applications->Inbox-

>Assign Connected Back-

End Systems to Inbox

Page 55: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 55 RKT

Activating the Substitution for Travel and E-recruitment

Enter POWL Application ID and the

Source System*.

*Ensure that an RFC Destination exists in the system.

Page 56: Configuring Substitution in MSS - SAP Training, Interim

Change E-mail Content in Substitution

Task is to:

Change the e-mail format that is sent on substitute when a substitution rule is created by the

manager

Page 57: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 57 RKT

Change E-Mail Content in Substitution

Steps:

1, Go to transaction- SPRO

2, Navigate to Personnel Management-

> Manager Self-Service (Web Dynpro ABAP

)->Settings for E-mail Update->BAdI: Modify

E-mail Content.

Page 58: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 58 RKT

Change E-Mail Content in Substitution

Click on create to create a new BAdI Implementation.

Page 59: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 59 RKT

Change E-Mail Content in Substitution

Enter the Enhancement Implementation name and click on OK.

Page 60: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 60 RKT

Change E-Mail Content in Substitution

Enter Enhancement

Implementation name and

Click on OK.

Enter BAdI

Implementation name and

Implementing Class name

and Click on OK.

Page 61: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 61 RKT

Change E-Mail Content in Substitution

Double Click on Implementing Class.

Page 62: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 62 RKT

Change E-Mail Content in Substitution

Implement the interface method IF_HRMSS_MODIFY_EMAIL_CONTENT~GET_EMAIL_CONTENT

by double clicking on it.

Page 63: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 63 RKT

Change E-Mail Content in Substitution

In the Create Method Implementation pop-up screen click on Yes.

Page 64: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 64 RKT

Change E-Mail Content in Substitution

Refer to the standard BAdI Implementation ‘HRMSS_COMPETENCY_SEND_MAIL’. Copy the existing

implementation or create as per the requirements. Save and activate the interface method.

Page 65: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 65 RKT

Change E-Mail Content in Substitution

Save and Activate the implementation class.

Page 66: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 66 RKT

Change E-Mail Content in Substitution

Since this is a Filter Dependent BAdI we have to pass the Filter value.

Select Filter Value and click on Create Combination button.

Page 67: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 67 RKT

Change E-Mail Content in Substitution

Enter the value ‘SUBSTITUTION’ for Value 1 and ‘=’ for Comparator 1.Click on OK.

Page 68: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 68 RKT

Change E-Mail Content in Substitution

Save and Activate the Enhancement Implementation.

Page 69: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 69 RKT

Change E-Mail Content in Substitution

Check the checkbox ‘Implementation is active’.

Page 70: Configuring Substitution in MSS - SAP Training, Interim

© 2012 SAP AG. All rights reserved. 70 RKT

© 2012 SAP AG. All rights reserved.

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