sap hr presentation 1
TRANSCRIPT
SAP Human Resources
HRHR
Agenda : Project Start Up ... Introduction
Welcome Agenda
HR Overview Application Components
Questions & Answers
03
Graphical Graphical UserUser
InterfaceInterface
OpenSystem
Integrated Integrated SolutionSolution
Client/ServerClient/ServerArchitectureArchitecture
MultinationalMultinationalUseUse
ComprehensiveComprehensiveFunctionalityFunctionality
R/3R/3Client / ServerClient / Server
FIFIFinancialFinancial
Acctg.Acctg.
COCOControllingControlling
AMAMAssetAssetMgmtMgmt
PSPSProjectProjectSystemSystem
WFWFWorkflowWorkflow
MMMMMaterials Materials
MgmtMgmt
HRHRHumanHuman
ResourcesResources
SDSDSalesSales
PPPPProductionProductionPlanningPlanning
QMQMQuality Quality MgmtMgmt PMPM
PlantPlantMaint.Maint.
ISISIndustryIndustry
SolutionsSolutions
Business Engineering
SAP -- The Overall Picture
ABAP/4ABAP/4
SAP R/3 Functionality
Internet
Logistics
Finan
ciaI
s
EIS
OfficeIntegration
SecurityManagement
WorkflowMail
Imaging
System Management
PayrollTime Management
Travel Expenses
Master Data
Compensationmanage-
ment
Personnelcost
planning
Org.Manage-
ment
Recruitment
Workforceplanning
Benefits
ReportingAnalysis
PersonnelDevelopment
Incentivewage
Training &Event
IndustrySolution
HRinformation
system
Global Global IntegrationIntegration
Scalability &Scalability &PerformancePerformance
State of the ArtState of the ArtTechnologyTechnology (WF, Internet)(WF, Internet)
Standard Standard ProductProductDevelopmentDevelopment
Multi-Multi-CurrencyCurrency
Multi-countryMulti-countryPayrollsPayrolls
HR
HR - Functionality
ReportingReporting
• (PA) Personnel Administration(PA) Personnel Administration
RecruitmentRecruitment
TravelTravelManagementManagement
PayrollPayroll
Time ManagementTime Management
Master DataMaster Data BenefitsBenefits
• (PD) Personnel Planning & Development(PD) Personnel Planning & Development
Personnel Cost PlanningPersonnel Cost Planning
Training & Events Training & Events ManagementManagement
Organization andOrganization andPosition PlanningPosition Planning
Career & Career & Succession Plan Succession Plan
ShiftShiftPlanningPlanning
Qualifications & Qualifications & RequirementsRequirements
CompensationCompensationManagement Management
AccountingAccounting
LogisticsLogistics
OrganizationalManagement
OrganizationalManagement
Information System
Information System
Travel
ManagementTravel
Management
Payroll Accounting
Payroll Accounting
R/3R/3
Training and
Event
ManagementTraining and
Event
Management
18
15
21
28
29
16
22
29
3
10
17
23
30
4
11
18
24
31
5
12
19
25
6
13
20
26
7
14
21
27
1 year
Travel
ManagementTravel
Management
PersonnelManagement
HR
TimeManagement
TimeManagement
HR Process - Employee Life Cycle
Job / PositionJob / PositionDescription Description
Job / PositionJob / PositionDescription Description
Travel ExpenseTravel ExpenseTravel ExpenseTravel Expense
Qualification Qualification UpdatesUpdates
Qualification Qualification UpdatesUpdates
Employee TrainingEmployee TrainingEmployee TrainingEmployee Training
Career PlanningCareer PlanningCareer PlanningCareer Planning
PayrollPayrollPayrollPayroll
RecruitmentRecruitmentRecruitmentRecruitment
Transfer applicantTransfer applicantdata to Master datadata to Master data
Transfer applicantTransfer applicantdata to Master datadata to Master data
Time & AttendanceTime & AttendanceTime & AttendanceTime & Attendance
Promotion, SalaryPromotion, Salaryincrement, Retirementincrement, Retirement
Promotion, SalaryPromotion, Salaryincrement, Retirementincrement, Retirement Vacancy PlanningVacancy PlanningVacancy PlanningVacancy Planning
Additional data &Additional data &benefit infobenefit info
Additional data &Additional data &benefit infobenefit info
Organisation Management
Master Data
Personnel Personnel AdministrationAdministration
& &
Planning & DevelopmentPlanning & Development
Organization Management
Planning Objects (e.g. Org. unit, Position, Job, workplace,etc.)
Organization plans
Reporting Structure
Position description
Vacancy / Occupancy plans
Organization Structure Management
Managing Information on Departments/ Org Units Tracking of Positions in various departments Maintaining Jobs Generating Graphical Reports of organization structure Reporting relationships, who reports to whom? Multiple
reporting !! Vacancy related reports
Maintaining PD Master Data
PD Organizational Management Creating Organization unit Creating jobs and positions Assigning Cost Centers Assigning persons to positions Detailed maintenance of objects - creating additional
relationships Graphical maintenance and reporting
Advertisement
WANTEDWANTEDSkilled, efficientperson for . . .
Profile matchup
Qu
alifica
tion
/ Req
uirem
en
t
Specificat. Ideal / Actual
Vacancy
Applicant
Hiring
Correspondence Selection
Recruitment
InternalExternalUnsolicitedInternet
Recruitment Processes Vacancies Advertising Receiving Applications Structuring Applicants Recording Applicant Data Selection Process Applicant Actions Applicant Activities Applicant Correspondence Hiring an Applicant Applicant Reports
Master Data(Information Types Info-Types)
FamilyFamily Pay / Bank detailsPay / Bank details
Address/Address/personal datapersonal data
Working timeWorking time
Organization AssignmentOrganization Assignment
PersonPerson
BANKBANK
QualificationsQualifications
Personnel Administration - Personal Data
Bio-data/ Resume Leave Administration Compensation & Benefits Payroll & Time Data Work Schedule Planning Data Salary Administration Appraisal Many more …...
Maintaining PA Master Data
Individual Infotype maintenance: Contract Elements Monitoring of Dates Family/Related Person Education Other/Previous ERs Cost Distribution Internal Medical Service
Maintaining PA Master Data (Contd.)
Internal Control Corporate Function Objects on Loan Time Recording Info. Wage Maintenance Company Pension Membership fees Communication PA Reporting through PD Graphical reporting
Electronic Personnel File Management
Manage Employee progression in the company Details of employment outside company Family related Information Education details Leave Management Other information like Medical history, equipment
provided by company etc.
Time Management
Substitution
Neg. time recording
Vacation Sick
OvertimeMixedand
SpecialForms
Time Valuation
Payroll
Positiv-Erfassung
Substitution Overtime approved
Vacation Sick
Present
from... to...from... to...from... to...from... to...from... to...
Time Statementfor Employees
Pos. time recording
Time Management Holiday Calendar Personal Work Schedule Monthly Work Schedule Attendances & Absences Attendance Check Graphical Attendance / Absence Overview Leave Overview / Leave Reporting Attendance and Absence Quotas Activity Allocation
CATS: Cross Appl. Time-Sheet
CATSTime Sheet
CATS HR-Minimaster
Authorizations
Data entry profile
Transfer
Approval
Time data input
Release
COCOHR
PSPS PMPM SMSM
MMMM
Time Management Process
TRAINING & EVENT MGMTSUBSYSTEMS
PAYROLLACCOUNTING
Co
stC
ost
dis
trib
uti
on
dis
trib
uti
on
Tim
eT
ime
eval
uat
ion
eval
uat
ion
SAPSAPTime ManagementTime Management
PPPPPMPMPSPS
COCO
Time Management Process
Interface with Punching/Swipe Card system Generate attendance reports by individuals,
BAU/Department wise or by user specific requirement Leave record management Leave accrual calculation Deductions Maintaining Plant Holiday Calendar Subsequently integrate with Payroll
Benefits Administration
Savings Plan
Insurance Plan
ComplexBenefits
Programs
ComplexBenefits
Programs
FlexibleBenefits
FlexibleBenefits Single Step
Enrollment
Single Step Enrollment
Flexibility with
Control
Flexibility with
Control
UnlimitedBenefitPlans
UnlimitedBenefitPlans
Health Plan
Credit Plan
Spending Account
CustomizedEligibilityRules
SAP Benefits Overview Open enrollment New hire enrollment Life event changes (benefit adjustments) Status changes (benefit adjustments) Participation monitoring Insurability monitor Plan termination COBRA processing Benefits forms processing
SAP Benefits OverviewNew Hire Enrollment Process Flow
Action - PA 40 Hire ApplicantDirect Hire RehireExternal Hire
US Benefits
Default Enrollment if
applicable
Automatic Enrollment
Save General Benefits
Information IT 0171 During Action with
default values
Save Benefits Adjustment reason IT 0378 During
Action with Default Adjustment Reason 0001.
On the pop-up box select to go to enrollment
Benefits Administrator
prints Benefits
Enrollment Form from
SAP
Forward Benefits
Enrollment Package to employee
Receive Benefits
Enrollment Form back
from employee
No
Yes
Enter New Benefits
Elections into SAP
Manually (or Custom Program) enroll employee into Default Health Plans
Print Benefits Confirmation Form through
SAP and forward to employee
No
Yes
Employee enroll online
within 30 days
No
Yes
Print Benefits Confirmation Form
through ESSEND
Employee has access to ESS
Interface from Fidelity
update 401k % on IT 0169
SAP Benefits OverviewMaster Data Infotypes 0000 - Actions 0001 - Organizational assignment 0007 - Planned working time 0008 - Basic pay 0014 - Recurring payments/deductions 0015 - Additional payments 0021 - Family/related persons 0041 - Date specification 0077 - Additional personal data (Medicare eligibility) 0219 - External organization
SAP Benefits OverviewBenefits Infotypes
0167 - Health plans 0168 - Insurance plans 0169 - Savings plans 0170 - Flexible spending accounts 0171 - General benefits information 0172 - FSA reimbursement 0211 - COBRA qualified beneficiary 0212 - COBRA health plan 0236 - Credit plans 0375 - HCE information 0377 - Miscellaneous plans 0378 - Adjustment reason 0379 - Stock purchase category
Qualifications and Requirements
Administration of Applicant’s / Employee’s Qualifications
Administration of Requirements for Job / Position
Consideration of Alternative Qualifications/ Requirements
Comparison of suitability based on Requirements and Qualification match-up
Exemplary qualifications/ requirements catalog
Search for a suitable person
Qualification Deficit
MS Word
OrganizationOrganization
WordMS Word
RequirementsRequirements
DesktopDesktop
OrganizationOrganization
??
QualificationsQualifications
MS WordMS Word
MS WordMS Word05/01/-05/05/05/01/-05/05/
MS WordMS Word06/11/-06/15/06/11/-06/15/
Prebooking
BookingBooking
DesktopDesktop
CourseCourse
Suitability profile
Training & Event Management
English IIEnglish IILesson 1Lesson 1
ScheduleSchedule ResourcesResources
CapacityCapacityplanningplanning
Booking, Booking, prebooking,prebooking,cancellation....cancellation....
QualificationQualificationUpdatesUpdates
CorrespondenceCorrespondenceprintingprinting
CostCostAppraisalsAppraisals
Training and Development process support
A comprehensive model for T&D process Update the qualifications acquired at the end of training
program automatically to attendees Manage training programs Manage resources like OHP / Video Projector, Room
facilities, handouts etc. Track information on external resources Automate correspondence generation
Training & Event Management Maintaining Training Needs Maintaining Training Calendar Creating Business Event groups and types Creating resource types, resources Planning & Scheduling a business event Cost Allocation for a business event Booking attendees (pre-book, firm-book, cancel, waitlist,
re-book) Maintaining Procedures infotype for Business events Follow-up of business events Appraisal of business events
Reports in Training
Attendee list
Prebookings perbusiness event
Attendance
Attendances Resources Business events
Resourcereservation
Available/reservedresources...
Business eventschedule
Business eventbrochure
Business eventprices...
Career and Succession Planning Employee’s career development Employee’s career development
based on Career modelsbased on Career models
Profile matchupProfile matchup
Determination of need for Determination of need for further educationfurther education
Training Plan is suggested Training Plan is suggested
Integration with Training and Integration with Training and Event Management on courses Event Management on courses bookingbooking
Hit list for most suitable person Hit list for most suitable person in Succession planningin Succession planning
Payroll Accounting Gross payroll accounting with automatic wage
calculation
Automatic special payments computation
Full gross/net retroactive accounting
Freely definable payroll form
Data exchange with banks, social insuranceagencies, etc.
Direct integration to FI and CO
Online or batch processing
R/3 Payroll Process
Employee Data Employee Data Benefits/PayTables
Benefits/PayTables
Time ManagementTime Management
Calculate PayrollCalculate Payroll
PayslipPayslip
Payroll Results Payroll Results
Payroll ReportsPayroll Reports
Release/Start PayrollRelease/Start Payroll
Payroll SimulationPayroll Simulation
CompensationProcess
CompensationPlan Budgets
CompensationAdministration
Job EvaluationResults
CompensationPlan Budgets
Salary SurveyResults
CompensationPolicy?
Compensationpolicy cost?
Administer compensation
awards?
Relative value of ourjobs?
Compensationcosts control ?
Salaries & Benefitscompared to other
companies?
Compensation Management Overview
–Link to a job or a position
–Job evaluation results (Infotype)
–Subtypes for multiple evaluation systems
–Points determine relative worth of each job/position
–Link to salary structure through Planned compensation Infotype
–Benchmark job indicator
–Reporting available
Job Evaluation Results
Used as a control within compensation administration
A budget type is linked to a compensation plan
Actual compensation costs can be compared to budgeted costs
Budget/PlannedBudget/Planned
Compensation/ActualsCompensation/Actuals
$400,000$400,000 $320,000$320,000
Budgeting
Create budgets in planned status
Link budgets to organizational units
Release a budget to change status to active
Active budgets are available to compensation administration
BUBU
BUBU
OO
OO
BUBU OO
BUBU OO
BUBU
BUBU
OO
OO
$ 500,000.00
$ 100,000.00
$ 75,000.00
$ 25,000.00
$ 25,000.00
$ 175,000.00
Budgets
Compensation Plan Eligibility Rules
CompensationPlan Type
Guidelines
Category
Compensation Process
Budget Type
Basic Pay IT 0008
RecurringPay/Deds IT 0014
AdditionalPayments
IT 0015
CompensationStock Plan
IT 0382
CompensationArea
Compensation Process Components
Salary
CarAllowance
HousingAllowance
Base PayFIXED
Logical grouping of plans for compensation packages
and reporting
Predefined categories:
Fixed
Variable
Stock
Benefits
Compensation Plan Types & Categories
Validity date of plan
How the effective date for the award is calculated
Calculation data depends on compensation plan category:
Calculation base
Calculation result or
Results model
Guideline – optional
Compensation Plan Details
A rule specifies the criteria for employee participationin a compensation plan
Each rule uses criteria such as
Hire date or length of sevice
Number of hours worked
Other: pay scale, pay grade, job, salary,performance
User-defined
Infotype for eligibility exceptions
Eligibility groups further define criteria within a rule
BonusBonus
Rule
BonusBonus
Group
ExecutiveExecutive
Criteria
06 month service06 month service
12 month service12 month service
Eligibility Rules
CompensationPlan Category
Infotype
Fixed Basic Pay
Basic Pay
CompensationStock Plan
CompensationHistory
Variable
Stock
All
RecurringPayments
AdditionalPayments
Basic Infotypes
Personnel Cost Planning Cost planning
according to organizational units/cost centers
as percentage/absolute
Simulation of structural changes
Survey comparison (e.g national, market survey)
Direct Excel link
Business graphics presentation
Cost preview Determination of actual costs Integration of future changes Target/actual comparison
Integration with Controlling (CO)
Travel Management Entry of trip data
Calculation of Meal Allowance (per diem)
Maintain Receipts claim
Advance Payment
Allowances for stopovers
Representation of internal company rules
Trip-specific account assignment
Nature of applications and authorizations
Simulation of statement (to determine refund or reimbursement amount)
Integration to Payroll and/or FI/CO
Reporting
Adhoc QueryAdhoc Query
ABAP/4 ReportABAP/4 Report
3rd Party Tools3rd Party Tools
HRISHRIS
Ad Hoc Query
Available fields
InfotypeSelection Displ. Field
Employment status
Infotype 0000: Personnel Actions
Infotype 0001: Org. Assignment
Infotype 0002: Personal Data
Form of address
Date of birth
Nationality
Number of children
Initials
Last name
First name
Title
Country key
City
Postal code
County
Infotype 0007: Planned Working Time
Infotype 0006: Addresses
Ad Hoc QueryAd Hoc Query
Ad hoc query Edit Goto View System HelpEnvironment
Query Report Output
Field selection From 29.10.1997 to 29.10.1997
Selection
Selection field
Personnel area
City
Option From To
=
=
0001
Detroit
Selection result Hits 9
Output fields
Personnel number
Name of employee or applicant
Postal code
City
House number and street
Thank you