draft organizational management sap hcm

7/30/2019 Draft Organizational Management SAP HCM

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Organizational Management

SAP HCM



Outline

● Organizational Management basics

● Object-oriented design and commonlyused object types

● Plan versions, time constraint andinheritance

● Infotype maintenance in Expert Mode



What is Organizational

Management used for?● Modeling department hierarchy and enterprise reportingstructure as an organizational plan

● Analyzing current organizational plan for performingworkforce requirements and personnel cost planning

● Create new organizational plans as a part of planningscenarios

● Ensuring effective workflow management



User Interfaces for maintaining organizationalplan

● Organization and staffing: Suitable for daily maintenanceof organizational plans

● General structures: Enables editing of organizationalplans that includes custom or user defined object types

●

Expert mode: Editing object properties in organizationalmanagement via infotypes

● Simple maintenance: Ideal for quick creation andstructuring a new organizational plan

●

Manager's desktop: Reporting and maintenance tool for managers

● Manager Self-Service: Part of mySAP enterprise portal

● Matrix: Creating and editing matrix structures



Object-Oriented Design

● Each element in an organization represents a stand-aloneobject with individual characteristics

● Each object is created and maintained individually

●

Objects are linked together using Relationships● All object characteristics are maintained in infotypes



Basic Object Types

● Organizational Unit (O)

● Job ( C)

●

Position (S)● Cost Center (K)

● Person (P)



Organizational Unit: Object Type

“O”● Units of a company that perform a function

● These units can be departments, groups or project teams depending on task allocationin a company

● An organizational structure is created byrelating organizational units to one another



Position: Object Type “S”

● Positions are concrete and can beoccupied by holders at a company

● Positions can be 100% filled, partially filledor vacant

● One position can also be shared by severalemployees, each working less than full

time



Job: Object Type “C”

● Jobs are general classifications for set of functions

● A job describes a position

● Position automatically inherits the tasks, qualifications and

characteristics assigned to the job● Specific tasks, qualifications and characteristics can also

be assigned directly to positions

● Jobs on creation are listed in job index



Person: Object Type “P”

● Persons represent employees in acompany and hold positions

● Person characteristics are maintained inPersonnel Administration

● Organizational Assignment infotype inPersonnel Administration contains position

assignment



Cost Center: Object Type “K”

● Maintained in Financial Accounting

● Linked to either org. units or positions

●

Cost center assignments are inheritedalong the organizational structure



Object Relationships

● Each standard relationship has a three digit key

● Namespace AAA to ZZZ is reserved for customer specificrelationships

●

Relationships between objects are reciprocal● Creating a relationship in only one direction is sufficient.

Inverse relationship is created automatically

● Direction of relationships is distinguished using

identification A or B



Plan Versions

● Allows to depict alternative plans in the system

● Only one plan version can be integrated

● Allows to manage several organizational plans in the

system at the same time● Active plan version is the integration plan version

● Plan versions exist independently of each other



Object ID and Number ranges

● Object Ids are numeric and do not contain any letters

● Object ID can be assigned via internal or external number assignment

●

Number intervals can be defined per plan version and per object type

● Example: Subgroup 10S = Number assignment for planversion 10 and object type S

●

Example: Subgroup $$O = Plan version independentnumber assignment for object type O



Time Constraints

● Used to control system reactions according to companyspecific requirements

● Time constraint 1 example: An object must always have ashort name. This information must exist uninterrupted, but

can be changed

● Time constraint 2 example: At any one time, a positionmay only have one vacancy infotype record

● Time constraint 3 example: An org. unit can be related

with number of positions simultaneously● Time constraint depending on target object type: A

position is described by one job only, but by several tasks



Expert Mode: InfotypeMaintenance

● Infotype maintenance interface is ideal for maintainingdetails

● Individual objects are called and then individual infotypesare edited

● When we delete or delimit an object, all of its infotypesare deleted or delimited as well



Infotypes details

Infotype Description

Object (IT1000) Allows to create new objects

Relationships (IT1001) Enables to define relationships between differentobjects

Description (IT1002) Used to provide a more detailed description of anobject

Department/ Staff (IT1003)

Enables to assign staff indicator to positions and org.units and department indicator to org. units

Planned Compensation

(IT1005)

Allows to assign planned remuneration to jobs,

positions and work centersVacancy(IT1007) Allows to flag a position as vacant

Account AssignmentFeatures (IT1008)

Stores default value relevant to Personnel Administration component if integration is active andcost center assignment of org. units and positions

EmployeeGroup/Subgroupinfotype (IT1013)

Enables to assign a position to an employee group or subgroup

Work schedule(IT1011)

Enables to define a work schedule for org. units, workcenters, or positions

Cost Distribution(IT1018)

Allows org. units and positions to be assigned tomaster cost center,orders or WBS elements

Quota Planning(IT1019)

Allows to plan for headcount



General Structures

● Allows us to use all the object types and relationshipsavailable in customizing

● Object type OR, used to depict the legal situation of aholding company in relation to the enterprise, is available

in General structures interface

● Evaluation paths define the relationships with which astructure is created

● Up to three object types can be entered as selection

criteria when choosing the evaluation path



Integration Settings

Integration

Setting

Switch Result

PLOGIORGA

X Integrates Personnel Administration andOrganizational Management

PLOGIEVENB

X Enables movement of person, position or org.unit within an org. structure if this change alsoinvolves change in company code

PLOGIPRELI

Defaultvalue

Default value is used if an employee has notbeen assigned to a position in the integratedsystem

PLOGIPRELU

BTCI In case of active integration,changes inOrganizational Management are not postedimmediately to Personnel Administration

PPABTPPABT

1 Activates the inclusion of department indicator in infotype 1003 for integration

PLOGIPLOGI

01 Define an integration plan version



Integration Tools

Report Description

RHINTE00 Transfers objects and organizational assignmentsfrom Personnel Administration to OrganizationalManagement

RHINTE10 Transfers objects from OrganizationalManagement to Personnel Administration

RHINTE20 Checks whether all relevant objects for integrationexist in both Personnel Administration andOrganizational Management

RHINTE30 Transfers a person's organizational assignmentsfrom Organizational Management toOrganizational Assignment infotype of Personnel

Administration



Prerequisites for Manager'sDesktop

● Organizational plan for the company, including theorganizational structure and the staff assignment

● Manager should have a chief position within anorganizational unit



Manager Self-Service(MSS)

● Contains a wide variety of reporting options andevaluations that are based on standard SAP R/3 reportsand SAP Business Information Warehouse (SAP BW)reports

● In work area under “My Staff”, managers can complete alltasks relating to their personnel responsibility

● In work area under “My Budget”, managers can completeall tasks that arise from their responsibility for cost centersand profit centers



Scenario: Personnel Area and Personnel Subarea values mustbe defaulted while entering position for HR master data in

Organization Assignment (0001) infotype

● Click on HumanResources->OrganizationalManagement-> Expert

Mode-> Position



Scenario: Personnel Area and Personnel Subarea values mustbe defaulted while entering position for HR master data in

Organization Assignment (0001) infotype

● Enter the position value

● Click on Acct. AssignmentFeatures infotype

●

Click on Create Infotype



Scenario: Personnel Area and Personnel Subarea values mustbe defaulted while entering position values for HR master data

in Organization Assignment (0001) infotype

Provide Personnel Area and Personnel Subarea values and then save.These values will be defaulted while entering position values for HR master data in Organization Assignment (0001) infotype



Scenario: Employee Group and Employee Subgroup valuesmust be defaulted while entering position values for HR master

data in Organization Assignment (0001) infotype

● Click on HumanResources->OrganizationalManagement-> Expert

Mode-> Position





Enter the position value. Click on Employee Group/ infotype. Click onCreate Infotype





Provide Employee Group and Employee Subgroup values and then save.These values will be defaulted while entering position values for HR master data in Organization Assignment (0001) infotype

draft organizational management sap hcm

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