HR050 Human Resources HR050 Release 46D 2002/11/05 SAP AG 1999HR050 Human ResourcesHR050HR050Human ResourcesHuman Resources System R/3 Release 4.6B May 2000 50035044 404 (Not Found) SAP AG 1999Enjoy SAP SAP AG 1999Human Resources 4.6 (1)Level 3 Level 2Reporting in HumanResourcesHR580 3 days see HR2Human ResourcesEssentials IIIHR053 2 daysConfiguration of TimeRecordingHR306 4 daysTime EvaluationHR310/311 5 days Shift and WorkforcePlanningHR520 2 daysHuman ResourcesEssentials IHR051 1 dayOrganizationalManagementHR505 3 daysEmployee Self-ServiceHR250 2 daysConfiguration ofMaster DataHR305 3 daysPersonnel DevelopmentHR510 3 days Training and EventManagementHR515 3 days Human ResourcesEssentials IIHR052 2 daysCompensationManagementHR540 3 days Configuration of HRSystem ControlsHR307 2 days Programming in HRHR350 5 days Technical topics inHuman ResourcesHR530 3 days CATS The CrossApplication Time SheetCA500 2 days Benefits AdministrationHR325 3 days SAP AG 1999Human Resources 4.6 (2)Level 3 Level 2Human ResourcesEssentials IHR051 1 dayHuman ResourcesEssentials IIHR052 2 daysHuman ResourcesEssentials IIIHR053 2 daysPlease note our country specific curriculum and our curriculumfor release 4.6B. Note:Payroll ConfigurationHR400 5 daysIntroductionto PayrollHR390 2 days Configuration ofMaster DataHR305 3 days Incentive wagesHR490 4 days SAP AG 1999Course Prerequisitesz Recommended: SAP20 R/3 Overview SAP AG 1999Target Groupz Audience: HR Project team members HR consultantsz Duration: 5 days SAP AG 1999Course Overviewz Course Goalsz Course Objectivesz Course Contentz Course Overview Diagramz Main Business ScenarioContents:Course Overview (C) SAP AG HR050 1-1 SAP AG 1999Course Goalsz Acquaint yourself with various areas of R/3Human Resources ManagementThis course will prepare you to: (C) SAP AG HR050 1-2 SAP AG 1999z Have an overview of the various componentsin R/3 Human Resources ManagementCourse ObjectivesAt the conclusion of this course, you will:Course Objectives (C) SAP AG HR050 1-3 SAP AG 1999Unit 9 Travel ManagementUnit 10 PayrollUnit 11 RecruitmentUnit 12 Personnel Cost PlanningUnit 13 Reporting andManagers DesktopUnit 14 Employee Self ServiceUnit 15 ALEUnit 16 ASAPUnit 1 Course OverviewUnit 2 NavigationUnit 3 Structures in HumanResourcesUnit 4 Personnel ManagementUnit 5 BenefitsUnit 6 Development and TrainingUnit 7 CompensationUnit 8 Time ManagementIntroductionAppendicesCourse Content (C) SAP AG HR050 1-4 SAP AG 1999Course Overview Diagram 12345678 161514131211109Course OverviewNavigationStructures in HumanResourcesPersonnel ManagementBenefitsDevelopment and TrainingCompensationTime ManagementTravel Management RecruitmentPersonnel Cost PlanningReporting and Managers DesktopEmployee Self-ServiceALEASAPPayroll (C) SAP AG HR050 1-5 SAP AG 1999Main Business Scenarioz The Caliber A Bicycle Company is aninternational company that manufacturesand distributes bicycles and bicycleaccessories.z The company has implemented the R/3Human Resource System and uses all of its components. z You require an overview of thesecomponents.z You will conduct HR functions (C) SAP AG HR050 1-6 SAP AG 1999z Navigation in the systemz User-specific settingsz Navigation in the mySAP.com WorkplaceContents: Navigation (C) SAP AG HR050 2-1 SAP AG 1999z Identify the elements of a typical windowz Navigate in the systemz Personalize your user settingsz Describe and use the mySAP.com WorkplaceAt the conclusion of this unit, you will be able to:Navigation: Unit Objectives (C) SAP AG HR050 2-2 SAP AG 1999z New users need to familiarize themselves with thescreens in the system and define their personaldefault settingsNavigation: Business Scenario (C) SAP AG HR050 2-3 SAP AG 1999Logging On to the SystemClientUserPasswordLanguageNew PasswordSAP R/3 SAP R/3T70 (1) (000) iwdf5070 INS User System HelpYou can place your own text on the initial screen: See SAP Note 205487If you have problems logging on,contact Donna Moore, x486 SAP R/3 Systems are client systems. The client concept enables the parallel operation, in one system, of several enterprises that are independent of each other in business terms. The components SAP Business Information Warehouse (BW) and SAP Knowledge Warehouse (KW) are exceptions to this: in these cases only one client is used. During each user session you can only access the data of the client selected during logon. A client is, in organizational terms, an independent unit in the system. Each client has its own data environment and therefore its own master data and transaction data, assigned user master records and charts of accounts, and specific Customizing parameters. For a user to log on to the system, a master record must exist in the system for that user. To protect access, a password is required for logon. The password is hidden as you type (you only see asterisks). SAP R/3 Systems are available in several languages. Use the Language input field to select the logon language for each session. Multiple logons are always logged in the system beginning with SAP R/3 4.6. This is for security as well as licensing reasons. A warning message appears if the same user attempts to log on twice or more. This message offers three options: y Continue with current logon and end any other logons of the same user in the system y Continue with current logon without ending any other logons in the system (logged in system) y Terminate current logon attempt You can place your own text on the initial screen in a number of ways. For more information, see the SAP Note mentioned above. The GuiXT (covered at the end of this chapter) offers a further option. (C) SAP AG HR050 2-4 SAP AG 1999Screen ElementsSystem System Function Function Name: Name: Activity ActivityMenu Edit Favorites Extras System HelpChoose SaveInput fieldTickSelection 1Selection 4Selection 2Selection 3OptionsOption 1Option 2Option 3Option 4Option 5Display EditOverviewNeutralPositiveSystem Message T70 (1) (400) iwdf5070 INSStatus BarApplicationToolbarCommand Field Standard ToolbarCheckboxesRadio ButtonsPushbuttonsTab PageThis screen is made up ofvarious screen elements. Itdoes not match an actualscreen in the system. Command field: You can use the command field to go to applications directly by entering the transaction code. You can find the transaction code either in the SAP Easy Access menu tree (see the page User-Specific Personalization) or in the appropriate application by choosing System Status. Standard toolbar: The icons in the standard toolbar are available on all SAP R/3 screens. Any icons that you cannot use on a particular screen are dimmed. If you leave the cursor on an icon for a moment, a QuickInfo appears with the name (or function) of that icon. You will also see the corresponding function key. The application toolbar shows you which functions are available in the current application. Checkboxes: Checkboxes allow you to select several options simultaneously within a group. Radio buttons: Radio buttons allow you to select one option only. Tabs: Tabs provide a clearer overview of several information screens. Status bar: The status bar displays information on the current system status, for example, warnings or error messages. Other elements are: Menu bar: The menus shown here depend on which application you are working in. These menus contain cascading menu options. Title bar: The title bar displays your current position and activity in the system. (C) SAP AG HR050 2-5 SAP AG 1999SAP Easy Access - StandardSAP SAP Easy Easy Access AccessOther MenuMenu Edit Favorites Extras System HelpCreate Role Assign User DocumentationFavoritesSAP MenuOfficeLogisticsAccountingHuman ResourcesInformation SystemsToolsT70 (1) (400) iwdf5070 INSYou are greeted by your logo in the right-hand part of the window. SAP Easy Access is the standard entry screen displayed after logon. You navigate through the system using a compact tree structure. You can include an image on the right-hand side of the screen such as your company logo. This image can only be entered systemwide, and is a cross-client setting. Assuming you have the appropriate authorization, you can find a detailed description of the necessary settings by choosing Extras Administration Information. Note that this image is stored in the system and transported to the SAP Frontend every time it is called by SAP Easy Access. Although this transfer is compressed, the image for the initial screen should not be bigger than around 20 kB. You can prevent this image being called either by using the setting Low Speed Connection in the SAPLogon program (see SAP Note 161053), or by switching off the calling of the image under ExtrasSettings. See also User-Specific Personalization. (C) SAP AG HR050 2-6 SAP AG 1999Selecting FunctionsMenu Edit Favorites Extras System HelpSAP SAP Easy Easy Access - Access - Enjoy User Menu Enjoy User MenuCreate sessionEnd sessionUser profileServicesUtilitiesListServices for objectObject historyOwn spool requestsOwn JobsShort MessageStatus...Log offFavoritesEnjoy User MenuURL - SAP Notes (User / PW req.)Accounts ReceivableFD02 -Change Customer (AccountMaterials ManagementSales and DistributionTools... using the transaction code in the command field... using SAP Easy Access and Favorites... using the menu path You can select system functions in the following ways: y Use the mouse to choose: Menu options, Favorites, and SAP Easy Access options y Use the keyboard (ALT + the underlined letter of the relevant menu option) y Enter a transaction code in the command field: A transaction code is assigned to each function in SAP R/3 Systems. You can access the assigned transaction code from any screen in the system. For example, to display customer master data, enter /n and the appropriate transaction code (in this case /nfd03). You can find the transaction code for the function you are working in under the Status option of the System menu. Other possible entries: - /n ends the current transaction. - /i ends the current session. - /osm04 creates a new session and goes to the transaction specified (SM04). You can also use the keyboard to go to the command field. Use the CTRL + TAB key combination to move the cursor from one (input) field group to the next. Use TAB to move between fields within a group. By entering search_sap_menu in the command field, you can search for and display the menu path for an SAP transaction. You can also search for text strings. (C) SAP AG HR050 2-7 SAP AG 1999Role-Based User MenuSAP SAP Easy Easy Access - Access - Enjoy User Menu Enjoy User MenuOther MenuMenu Edit Favorites Extras System HelpCreate Role Assign User DocumentationT70 (1) (400) iwdf5070 INSFavoritesGreat TransactionsSM50 - Prcoess OverviewVA01 - Create Sales OrderInteresting WWW PagesURL - The Herald TribuneURL - Time MagazineImportant FilesURL - Vacation PlanningEnjoy User MenuURL - SAP Notes (User / PW req.)Accounts ReceivableFD02 - Change Customer (AccountinFavorites chosen by the userreduce navigation timeA role-based menu contains the activitiesthat the user can execute based on therole assigned to the user in the system.Sales and DsitributionToolsMaterials Management A Role describes a set of logically linked transactions in the system. These represent the range of functions users typically need for their work. User roles (previously activity groups) have to be set up using the Profile Generator so that SAP R/3 System users can work with user-specific or position-related menus. The authorizations for the activities listed in the menus are also assigned to the users using user roles. With Release 4.6, predefined user roles from all application areas are included in the standard system. Users who have been assigned a user role can choose between the user menu and the SAP standard menu. The above screen shows the role-based user menu for a user with the name "Enjoy". You can find roles that are supplied in the standard SAP R/3 System by choosing Other menu on the SAP Easy Access initial screen. Every enduser can personalize the initial screen using Favorites. You can create your own Favorites list containing the transactions, reports, files, and Web addresses that you use most often. You can add favorites either by choosing Favorites or by using the mouse to drag & drop items into the Favorites directory. (C) SAP AG HR050 2-8 SAP AG 1999Field Help: F1 and F4Display Display Customer Customer: Initial : Initial Screen ScreenCustomer Edit Goto Extras Environment System HelpCustomerCompany CodeRestrictionsCompany CodeCompany NameCityCurrencyRestrict Number to1000 CustomerSAP A.G. Walldorf EURCo... Company Name City Cur...RestrictionsIDES AG 1000 Frankfurt UNIIDES Canada Toronto CADIDES AG Frankfurt UNICustomer account numberA unique key is used to clearly identify the customer within the SAP System.ProcedureWhen creating a customer master record, the user either enters the account number of the customer or has the system determine the number when the record is saved, depending on the type of number assignment used. The account group determines how numbers areassigned.F4 Help: DisplaysPossible EntriesF1 Help: Displays the Meaning ofFields and Technical InformationEntries Found For help on fields, menus, functions, and messages, use F1. F1 help also provides technical information on the relevant field. This includes, for example, the parameter ID, which you can use to assign values for your user to input fields , which have to refer to these parameter IDs. For information on what values you can enter, use F4. You can also access F4 help for a selected field using the button immediately to the right of that field. If input fields are marked with a small icon with a checkmark, then you can only continue in that application by entering a permitted value. You can mark many fields in an application as either required entry fields or optional entry fields. You can also hide fields and preassign values using transaction or screen variants or Customizing. (C) SAP AG HR050 2-9 SAP AG 1999SAP LibrarySAP Library - SAP LibrarySAPLibraryContents Index Search SAP LibraryRelease 4.6C, March 2000IDESGetting StartedRelease NotesImplementation GuideGlossary Copyright 2000 SAP AGAll rights reserved.You can access thecomplete onlinedocumentation for thesystem using the SAPLibrary SAP R/3 Systems provide comprehensive online help. You can display the help from any screen in the system. You can always request help using the Help menu or using the relevant icon (the yellow question mark). You can access the SAP Library quickly and comfortably by using the SAP Service Marketplace. There you can find the SAP Help Portal under Knowledge and Training, where you can not only access Help in HTML format, but can also perform efficient full-text searches in the SAP Library. If you have the SAP Library installed, you also have, of course, these opportunities within your company. You can access the Help Portal directly at http://help.sap.com (C) SAP AG HR050 2-10 SAP AG 1999Menus: System and HelpSAP SAP Easy Easy Access AccessOther MenuMenu Edit Favorites Extras System HelpRolle anlegen Benutzer zuordnen DocumentationFavoritesSAP MenuOfficeLogisticsAccountingPersonnelInformation SystemsToolsT70 (1) (400) iwdf5070 INSCreate SessionEnd SessionUser profileServicesUtilitiesListServices for objectObject historyOwn spool requestsOwn jobsShort messageStatus...Log offApplication helpSAP LibraryGlossaryRelease NotesSAPNetFeedbackSettings...Both of these menus are available on every screenand always offer exactly the same options. The System menu contains, among others, the following options: y Create/End Session: Allows you to create and end sessions. The maximum number of sessions can be set to a number between 2 and 6 by the system administrator using the parameter rdisp/max_alt_modes. y User profile: This is where you can enter user-specific settings. For example, you can use Parameter IDs in Own Data, in order to set default values for specific user-dependent fields in the system (for example the company code field). y List: Contains important list functions, such as searching for character strings, saving in PC files, printing, and so on. y Status: Enables you to display important user and system data. y Log off: Ends the R/3 session with a confirmation prompt. The Help menu contains, among others, the following options: y Context-sensitive Application Help y Access to the SAP Library (see previous page) y a Glossary y ... (C) SAP AG HR050 2-11 SAP AG 1999User-Specific PersonalizationSAP SAP Easy Easy Access AccessOther MenuMenu Edit Favorites Exrtas System HelpRolle anlegen Benutzer zuordnen DokumentationFavoritesSAP MenuOfficeLogisticsAccountingHuman ResourcesInformation SystemsToolsT70 (1) (400) iwdf5070 INSAdministration InformationAssign userDisplay DocumentationTechnical DetailsSettingsSet Start TransactionCtrl+Shift+ F8Shift+ F6Shift+ F7Shift+ F9Ctrl+Shift+ F10Display favorites at end of listSettingsThis is used to specify settingsDo not display menu, only display favoritesDo not display pictureDisplay technical namesOptions ...Generate GraphicCreate Shortcut ...Activate GuiXTDefault SizeHardcopyQuick Cut and PasteAbout...Different Settings options make working with the system easier The end user has many possibilities for personalizing the system. Some are described below: y You can alter the layout of your initial screen under Extras Settings, for example by switching off the image in the right-hand part of the window or by turning on the option to display the technical names (transaction codes) in the SAP Easy Access Menu. y Among other things, you can activate a quick cut and paste in the Options menu. Using Options you can change the reaction speed of the QuickInfo that is displayed when you hold your mouse cursor over an icon or a push button. y By following the path System User profile Own data, you can set personal standard values. You can choose the tabs Address, Defaults, and Parameters. As an example, the setting of Parameters is explained here: - Parameters: Here you can set defaults for frequently used input fields. In order to be able set a default value for a field, it must have been assigned a Parameter ID. Procedure for finding the Parameter ID: Go to the field for which you wish to set a default value. Select the F1 help, and then choose Technical Info. The system displays an information window that contains the relevant parameter ID under the heading Field Data (as long as the field has been assigned a Parameter ID). (C) SAP AG HR050 2-12 SAP AG 1999Table Settings - ExampleParameters Value TextCompany codeProcessing groupBank keySales order typeChoose VariantsMaintain VariantsUse as standard settingVariantSaveStandard settingCurrent settingCreateDeleteAdministratorMy variantBasic settingTable Settings Use the Table Settings function to change, in the table control, the individual basic table settings that are supplied with the system. This is particularly useful for tables where you do not need all the columns. You can use the mouse to drag & drop column positions and widths, or even make the column disappear. Save the changed table settings as a variant. The number of different variants you can create per table is not restricted. The first variant is called the basic setting; the SAP System defines this setting. You cannot delete the basic setting (you can delete the variants you define yourself). The table settings are stored with your user name. The system uses the variant currently valid until you exit the relevant application. If you then select the application again, the system will use the standard settings valid for this table. Note: you can change table settings wherever you see the table control icon in the top right-hand corner of a table. (C) SAP AG HR050 2-13 SAP AG 1999Personalizing the Frontend with GuiXTFD03 with GuiXT FD03 without GuiXTExample from http://www.guixt.com SAP R/3 Systems offer numerous options for settings and adjustments: y Define default values for input fields y Hide screen elements y Deactivate screen elements (dimmed) You can do this by, for example, defining transaction variants. SAP offers GuiXT, as of SAP R/3 Release 4.6. In addition to all of the above functions, you can now: y Include graphics y Convert fields and add pushbuttons and text y Change input fields (or their F4 help results) into radio buttons GuiXT scripts are stored on the Frontend. In accordance with local scripts (which can also be stored centrally), the GUIXT scripts determine how data sent from the application server is displayed. These scripts can be standard throughout a company, or they can be different for each Frontend. NOTE: The GuiXT will support the mySAP.com Workplace only as of the end of the year 2000. This means that until then you should use either the SAP GUI for the Windows Environment and the GuiXT or the mySAP.com Workplace with the SAP GUI for HTML (or the SAP GUI for Java or the SAP GUI for Windows). (C) SAP AG HR050 2-14 SAP AG 1999You are now able to:Navigation: Unit Summaryz Identify the elements of a typical windowz Navigate in the systemz Make personal system settingsz Describe and use the mySAP.com Workplace (C) SAP AG HR050 2-15 Navigation - Exercises Unit: Navigation Topic: Basic Functions At the conclusion of this exercise, you will be able to: Log on to an SAP R/3 System Find transaction codes Access the SAP Library Use F1 help to find field information Use F4 help to search for possible field entries As a new user of an SAP R/3 System, you begin to navigate the system using the menu paths and transaction codes. You also begin to access the various types of online help. All menu paths in the exercises refer to the SAP standard menu. 1-1 Logging on to the system Select the appropriate system for this course. Use the client, user name, initial password and logon language specified by the instructor. The first time you log on, you will get a prompt in which you must enter your new password, which you choose yourself, twice. Make a note of the following: Client: _ _ _ User: _ _ _ _ _ _ Password: ____________ Language: _ _. 1-2 What is the maximum number of sessions (windows in the SAP R/3 System) you can have open simultaneously? __ (C) SAP AG HR050 2-16 1-3 Identify the functions and find the transaction codes that correspond to the following menu paths in the SAP standard menu. 1-3-1 Tools Administration Monitor System Monitoring User Overview Name of function: ___________________________________________ Transaction: _________________________________________________ 1-3-2 Accounting Financial Accounting Accounts Receivable Master Records Display Enter Customer 1000 and Company Code 1000 to go to the next screen. Name of function: _____________________________________ Transaction: ___________________________________________ 1-4 Help 1-4-1 If you choose Application help in the SAP Easy Access initial screen (System menu), which area of the SAP Library does it take you to? _________________________________________________________ To answer the questions below, you will need to go to the Display Customer: Initial Screen. 1-4-2 Use F1 help on the Customer field. What is this field used for? Write a brief summary of the business-related information. ______________________________________________________ (C) SAP AG HR050 2-17 (C) SAP AG HR050 2-18 1-4-3 Use the F1 help on the Company code field. If you choose the Application help icon from the F1 help screen, which area of the SAP Library does it take you to? ______________________________________________________ 1-4-4 Which icon do you need to use on the F1 help screen to find the parameter ID for the Company code field? Hint: See the notes on the slide User-Specific Personalization ______________________________________________________ 1-4-5 Use F4 help on the Customer field to find the customer number for Becker ##. To do this, use the Search term "Becker*" after calling the F4 help. Note: ## corresponds to your assigned group number. ___________________________________________________ Unit: Navigation Topic: User-Specific Settings At the conclusion of this exercise, you will be able to: Set a user parameter for a field Set user defaults Maintain your favorites Select a start transaction of your choice You begin to set various user-specific settings. Exercises marked * are optional. 2-1 Setting user parameters. 2-1-1 Assign a parameter value for the Company code field to your user profile. Note: The instructor will tell you what parameter value to enter (for example 1000). For information about defaults, see the notes on the slide User-Specific Personalization. Parameter ID: ___ ___ ___ Parameter value: ___ ___ ___ ___ 2-2 Defining User-Specific Settings using System User profile Own Data 2-2-1 In your user profile, set your logon language to the value used for the course. 2-2-2 In your user profile, set the decimal notation and date format of your choice. (C) SAP AG HR050 2-19 (C) SAP AG HR050 2-20 2-3 Defining your favorites 2-3-1 Insert at least one new folder under the Favorites folder. 2-3-2 Add any two of your favorite transactions to the corresponding folders. 2-3-3 Add the Internet address http://www.sap.com with the text SAP Homepage. 2-4* Setting a start transaction using the Extras menu. 2-4-1 Enter a transaction of your choice as the initial transaction. You will then need to log off and on again for the change to take effect. Note: If desired, you can change the initial transaction back to the default value simply by deleting the transaction code that you entered. Navigation - Solutions Unit: Navigation Topic: Basic Functions 1-1 Log on to the system specified by the instructor and change your initial password. 1-2 To open and close sessions, choose System Create session (or use the appropriate icon) or System End session. The maximum number of sessions you can have open simultaneously is six (6), depending on your system settings. 1-3 To find the transaction code, choose System Status. These function names and transaction codes correspond to the menu paths: 1-3-1 Transaction: SM04 for Function Name: User list 1-3-2 Transaction: FD03 for Function Name: Display Customer: General Data 1-4 Help 1-4-1 The section of the unit Getting Started that deals with using SAP Easy Access is displayed. 1-4-2 Suggestion: The customer is a unique key (account number) used to clearly identify the customer within the system. 1-4-3 FI Accounts Receivable and Accounts Payable 1-4-4 To find the Parameter ID: BUK, choose Technical Info 1-4-5 Customer ## (## corresponds to your assigned group number) When you select F4 in the Customer field, the Restrict Value Range window appears. You can explore the various tabs to see the different search criteria available. Find a tab that includes the Search term field and enter the following: Field Name Value Search term Becker* Choose Enter. A window appears listing the customer account numbers that match your search criteria. Select the line that corresponds to Becker ##, then choose Copy. This automatically copies the customer account number into the Customer field. (C) SAP AG HR050 2-21 Unit: Navigation Topic: User-Specific Settings 2-1 Setting user parameters. 2-1-1 To assign a parameter value to a field you will need the parameter ID of the field. First you need to select a transaction that contains this field. For example, Company code can be found in transaction FD03. Next, place the cursor on that field (click it with the mouse). To display the required info, choose: F1 Technical Info Parameter ID gives you the required information. For the Company code field, the parameter ID is BUK. Finally, enter the parameter ID and desired value in your user profile: System User profile Own data On the Parameter tab page you enter the parameter ID and value that you want to be entered into the field. Save your entries. 2-2 Setting user defaults. 2-2-1 To set the logon language, go to your user profile: System User profile Own data On the Defaults tab page, enter the language of your choice in the Logon language field. 2-2-2 To set the decimal notation and date format, remain on the Defaults tab in your user profile. Select the indicator adjacent to the notation and format you desire. Save your selections. 2-3 Defining favorites of your choice. 2-3-1 Favorites Insert folder Type any name for the folder then select Enter. You can add as many folders as you desire. Once created, folders can be dragged and dropped to position them where you want. 2-3-2 To create favorites, select specific applications (transactions) that you need as favorites for your daily work from the menu tree of the SAP standard menu. Add them to your Favorites list by selecting them and choosing Favorites Add from the menu bar. Alternatively, use the mouse to drag & drop favorites to a folder. You can also use the menu path Favorites Insert transaction to add using a transaction code.. Finally, you can move existing favorites to different folders later by choosing Favorites Move or using drag & drop. (C) SAP AG HR050 2-22 (C) SAP AG HR050 2-23 2-3-3 Create Internet addresses by choosing Favorites Add Web address or file. When you select SAP Homepage from your favorites, an Internet browser will open and you will be connected to SAPs homepage. 2-4 Setting a start transaction. 2-4-1 Extras Set start transaction Enter a transaction of your choice then choose Enter. Notice the system message on the status bar indicates that your selected transaction has been set as the start transaction. The next time you log on, the system will go directly to your start transaction. Note: To change back to SAP Easy Access as the initial screen, follow the menu path again, delete the transaction code and select Enter. The next time you log on, SAP Easy Access will be the initial screen. 404 (Not Found) (C) SAP AG HR050 3-1 404 (Not Found) (C) SAP AG HR050 3-2 SAP AG 1999Course Overview Diagram 12345678 161514131211109Course OverviewNavigationStructures in HumanResourcesPersonnel ManagementBenefitsDevelopment and TrainingCompensationTime ManagementTravel ManagementRecruitmentPersonnel Cost PlanningReporting and Managers DesktopEmployee Self-ServiceALEASAPPayroll (C) SAP AG HR050 3-3 404 (Not Found) (C) SAP AG HR050 3-4 404 (Not Found) (C) SAP AG HR050 3-5 404 (Not Found) (C) SAP AG HR050 3-6 404 (Not Found) (C) SAP AG HR050 3-7 404 (Not Found) (C) SAP AG HR050 3-8 404 (Not Found) (C) SAP AG HR050 3-9 404 (Not Found) (C) SAP AG HR050 3-10 404 (Not Found) (C) SAP AG HR050 3-11 404 (Not Found) (C) SAP AG HR050 3-12 404 (Not Found) (C) SAP AG HR050 3-13 404 (Not Found) (C) SAP AG HR050 3-14 404 (Not Found) (C) SAP AG HR050 3-15 404 (Not Found) (C) SAP AG HR050 3-16 404 (Not Found) (C) SAP AG HR050 3-17 404 (Not Found) (C) SAP AG HR050 3-18 404 (Not Found) (C) SAP AG HR050 3-19 404 (Not Found) (C) SAP AG HR050 3-20 404 (Not Found) (C) SAP AG HR050 3-21 404 (Not Found) (C) SAP AG HR050 3-22 404 (Not Found) (C) SAP AG HR050 3-23 404 (Not Found) (C) SAP AG HR050 3-24 404 (Not Found) (C) SAP AG HR050 3-25 404 (Not Found) (C) SAP AG HR050 3-26 404 (Not Found) (C) SAP AG HR050 3-27 404 (Not Found) (C) SAP AG HR050 3-28 404 (Not Found) (C) SAP AG HR050 3-29 404 (Not Found) (C) SAP AG HR050 3-30 404 (Not Found) (C) SAP AG HR050 3-31 404 (Not Found) (C) SAP AG HR050 3-32 SAP AG 1999Background Usability is the goal of the Organization and Staffing Interface functionality. One workspace divided into 4 work areas for a complete view of the organizational plan. Most of the Organizational Management functions can be performed with this interface. (C) SAP AG HR050 3-33 404 (Not Found) (C) SAP AG HR050 3-34 404 (Not Found) (C) SAP AG HR050 3-35 404 (Not Found) (C) SAP AG HR050 3-36 404 (Not Found) (C) SAP AG HR050 3-37 404 (Not Found) (C) SAP AG HR050 3-38 404 (Not Found) (C) SAP AG HR050 3-39 404 (Not Found) (C) SAP AG HR050 3-40 404 (Not Found) (C) SAP AG HR050 3-41 404 (Not Found) (C) SAP AG HR050 3-42 404 (Not Found) (C) SAP AG HR050 3-43 404 (Not Found) (C) SAP AG HR050 3-44 404 (Not Found) (C) SAP AG HR050 3-45 404 (Not Found) (C) SAP AG HR050 3-46 404 (Not Found) (C) SAP AG HR050 3-47 404 (Not Found) (C) SAP AG HR050 3-48 (C) SAP AG HR050 3-49 404 (Not Found) Exercises Unit: HR Structures Topic: Organizational management At the conclusion of this exercise, you will be able to: Create a shortcut in Favorites to access the Organization and Staffing Change node Create an organizational unit Create positions within an organizational unit Add tasks to a position Create a chief position Fill a position Run an organizational structure report New departments and positions are being created in the Central purchasing organizational unit of the Caliber A Bicycle Company. Some of the positions are to be occupied immediately. 1-1 Create a shortcut in Favorites for Change in Organization and Staffing by dragging and dropping the node. Rename the node to Maintain Organization and Staffing. 1-2 At the beginning of this year, the Central Purchasing department at the Caliber A Bicycle Company (CABB) was been divided into subordinate organizational units called ##-Purchasing. You will create two subordinate organization units within the ##-Purchasing organizational unit for ##-Administration and ##-Production. NOTE: SET THE PREVIEW PERIOD TO 3 YEARS AND THE DATE TO THE BEGINNING OF THE CURRENT YEAR. 1-3 Create the following positions: 1-3-1 In the ##-Administration organization unit create ##-Administration Manager (based on job Manager) ##-Administrator (based on job Administrator) ##-Buyer (based on job Buyer) 1-3-2 In the ##-Production organization unit create ##-Production Manager (based on job Manager) (C) SAP AG HR050 3-50 (C) SAP AG HR050 3-51 ##-Material Handler (based on job Material Handler) 1-4 Go to the task profile and assign the following tasks to the positions as indicated below: Position Task ##-Buyer in the ##-Administration organizational unit Order processing tasks ##-Production Manager in the ##-Production organizational unit Project management ##-Material Handler in the ##-Production organizational unit Drive forklift 1-5 Designate the ##-Production Manager and ##-Administration Manager positions as chief positions in the system. 1-6 The ## Administration Manager position is held by Helena Camino (personnel number key 50991##). Assign Helena to the position as of the first day of the current year. 1-7 Execute the Organizational Structure with positions report for the Caliber A Bicycle Company. 1-8 Display the report as a graphic organizational chart. Solutions Unit: HR Structures Topic: Organizational Management 1-1 Create a shortcut in Favorites by dragging and dropping the node. Select the Change node and drag it to the Favorites folder. Navigate to the Organization and staffing node. SAP Standard Menu ? Human Resources ? Organizational management ? Organizational plan ? Organization and staffing Select the Change node and drag it to the Favorites folder. A new node called Change will appear in the Favorites area. Rename the node to Maintain Organizational and Staffing by selecting the node and clicking with the right mouse button. Select the option to Change favorites in the pop-up box. Change the text to Maintain Organizational and Staffing and select Enter. 1-2 Create subordinate organization units with the ##-Purchasing organizational unit for ##-Administration and ##-Production. From the Favorites menu select: Change Organizational and Staffing Set the validity date to start at the beginning of the current year by selecting the Display periods icon and entering the valid from date as the first day of the current year. Set the preview period years and date to the beginning of the current year by selecting the Date and preview period icon. In the Search area - Find by group, located in the upper left are of the display, select the Organizational unit option. In the Find Organizational unit pop-up box, enter CAB in the With name field and select the Find icon. The organizational unit CABB appears in the Selection area located on the lower left side of the display. Double-click on the CABB organizational unit the Selection area. The organizational structure for the Caliber A Bicycle Company appears in the Overview area on the top right side of the display. Expand the Central Purchasing Organizational unit to find and select the ##-Purchasing organizational units. Select the Create organizational unit icon. A new entry under ##-Purchasing appears labeled as New organizational (C) SAP AG HR050 3-52 (C) SAP AG HR050 3-53 Select the entry for New organizationalunder ##-Purchasing by double clicking on it. The Detail area now contains the entry for New organizational unit. Change the short and long text to ##-Admin/##-Administration. Select the Save icon. Repeat the procedure to create the ##-Prod/##-Production organizational unit. 1-3 Create the following positions: 1-3-1 In the ##-Administration organization unit create ##-Administration Manager (based on job Manager) ##-Administrator (based on job Administrator) ##-Buyer (based on job Buyer) Navigate to the ##-Administration Organizational unit in the Overview area on the top right side of the display and double click on that organizational unit. Select the Staff assig button. Select the Create position button. Select the entry for New position by double clicking on it. The Detail area now contains the entry for New position. Change the short and long text to ##-Admin Mgr / ##-Administration Manager. Set the validity date to start at the beginning of the current year by selecting the Display periods icon and entering the valid from date as the first day of the current year. In the Search area - Find by group, located in the upper left are of the display, select the Job option. In the Find job pop-up box, enter Manager in the With name field and select the Find icon. The job Manager appears in the Selection area located on the lower left side of the display. Select the job Manager in the Selection area and drag it to the Job field associated with the ##- Administration Manager in the Overview area. Select the Save icon. Repeat the process for the positions: ##-Administrator (based on job Administrator) ##-Buyer (based on job Buyer) 1-3-2 In the ##-Production organization unit create ##-Production Manager (based on job Manager) ##-Material Handler (based on job Material Handler) Navigate back to the ##-Production organizational unit by selecting the Organizational structure button. (C) SAP AG HR050 3-54 Select the Up one hierarchy level icon. Navigate to the ##-Production Organizational unit in the Overview area on the top right side of the display and double click on that organizational unit. Select the Staff assig button. Select the Create position button. Select the entry for New position by double clicking on it. The Detail area now contains the entry for New position. Change the short and long text to ##-Prod Mgr / ##-Production Manager. Set the validity date to start at the beginning of the current year by selecting the Display periods icon and entering the valid from date as the first day of the current year. In the Search area - Find by group, located in the upper left are of the display, select the Job option. In the Find job pop-up box, enter Manager in the With name field and select the Find icon. The job Manager appears in the Selection area located on the lower left side of the display. Select the job Manager in the Selection area and drag it to the Job field associated with the ##- Production Manager in the Overview area. Select the Save icon. Repeat the process for the position: ##-Material Handler (based on job Material Handler) 1-4 Go to the task profile and assign the following tasks to the positions indicated below: Position Task ##-Buyer in the ##-Administration organizational unit Order processing tasks ##-Production Manager in the ##-Production organizational unit Project management ##-Material Handler in the ##-Production organizational unit Drive forklift Set the preview period years and date to the beginning of the current year by selecting the Date and preview period. Verify the Valid on date is set to the beginning of the current year. Navigate to the ##-Buyer position in the ##-Administration organizational unit. Select the entry for ##-Buyer position by double clicking on it. The Detail area now contains the entry for ##-Buyer. Select the Tasks tab in the Detail area. (C) SAP AG HR050 3-55 In the Search area - Find by group, located in the upper left are of the display, select the Task option. In the Find task pop-up box, enter Order in the With name field and select the Find icon. The job Order Processing Tasks appears in the Selection area located on the lower left side of the display. Select the task Order Processing Tasks in the Selection area and drag it to the Tasks tab in the Details area. Select the Save icon. Repeat the process for the position/task assignment listed below: ##-Production Manager in the ##-Production organizational unit Project management ##-Material Handler in the ##-Production organizational unit Drive forklift 1-5 Designate the ##-Production Manager and ##-Administration Manager positions as chief positions in the system. Navigate to the ##- Administration Manager position in the ##-Administration organizational unit. Select the entry for ##- Administration Manager position by double clicking on it. The Detail area now contains the entry for ##- Administration Manager. Select the Basic data tab in the Detail area. Select the check box for Head of own organizational unit. Select the Save icon. Repeat the process for the ##-Production Manager position in the ##-Production organizational unit. 1-6 The ## Administration Manager position is held by Helena Camino (personnel number key 50991##). Assign Helena to the position as of the first day of the current year. Navigate to the ##- Administration Manager position in the ##-Administration organizational unit. Select the entry for ##- Administration Manager position by double clicking on it. The Detail area now contains the entry for ##- Administration Manager. Select the Basic data tab in the Detail area. In the Search area - Find by group, located in the upper left are of the display, select the Person option. (C) SAP AG HR050 3-56 In the Find task pop-up box, enter Camino in the With name field and select the Find icon. A listing of persons named Helena Camino appears in the Selection area located on the lower left side of the display. Select the Helena Camino with the key 50991## in the Selection area and drag it to the Basic data tab in the Holder field in the Details area. Enter the valid from date as the first day of the current year in the Holder pop-up box and select the Continue/Enter icon. Confirm "Delimit Vacancy" pop-up box. Select the Save icon. 1-7 Execute the Organizational Structure with positions report for the Caliber A Bicycle Company. SAP Standard Menu ? Human Resources ? Organizational management ? Info System ? Organization unit ? Organizational Structure ? Organization Structure with Positions Select the organizational unit for the Caliber A Bicycle Company. Select the Execute icon. 1-8 Select the highest level of the report (Caliber A Bicycle Company). Select the Structural Graphics icon. 404 (Not Found) (C) SAP AG HR050 4-1 404 (Not Found) (C) SAP AG HR050 4-2 SAP AG 1999Course Overview Diagram 12345678 161514131211109Course OverviewNavigationStructures in HumanResourcesPersonnel ManagementBenefitsDevelopment and TrainingCompensationTime ManagementTravel ManagementRecruitmentPersonnel Cost PlanningReporting and Managers DesktopEmployee Self-ServiceALEASAPPayroll (C) SAP AG HR050 4-3 404 (Not Found) (C) SAP AG HR050 4-4 404 (Not Found) (C) SAP AG HR050 4-5 SAP AG 1999Personnel Administration User RoleSAP Easy Access Favorites Activity group SAP_HR_ADMINCLERK_PAPersonnel AdministrationHR Master DataPersonnel ActionsMaintain Master DataDisplay Master DataPersonnel FileFast EntryFast Entry - ActionsQualification ProfileOrganizational DataInfo SystemTools In order for users in the SAP system to be able to use user-specific menus, activity groups must be created. Activity groups are also used to assign authorizations for the activities included in the menus Activity groups are collections of functions that describe worker roles. The activity group Personnel Administration Clerk contains transactions, reports, and or internet/intranet links that personnel administration uses daily. An Activity Group contains the following information: y Name of the activity group y Text describing the activity group y Menu structure for the activity group y Authorization profile data y Information about the assignment of the activity group to users or elements of the organizational plan. An Activity Group can be assigned to an unlimited number of users. (C) SAP AG HR050 4-6 404 (Not Found) (C) SAP AG HR050 4-7 404 (Not Found) (C) SAP AG HR050 4-8 SAP AG 1999Search Help (1)Search Help You can access data records using the search helpfunction, even if you do not have all the necessary data. I, BarbaraMyers, have...and your personnelnumber ? Personnel numberPersonnel office Employee data is often maintained for individual employees. The employees personnel number must be entered. If this number is not known by the system, you can use the search help to find it. The Search Help function allows you to select personnel numbers according to certain criteria e.g. last names and first names, birth dates, organizational assignment, etc. (C) SAP AG HR050 4-9 404 (Not Found) (C) SAP AG HR050 4-10 404 (Not Found) (C) SAP AG HR050 4-11 404 (Not Found) (C) SAP AG HR050 4-12 404 (Not Found) (C) SAP AG HR050 4-13 404 (Not Found) (C) SAP AG HR050 4-14 404 (Not Found) (C) SAP AG HR050 4-15 404 (Not Found) (C) SAP AG HR050 4-16 404 (Not Found) (C) SAP AG HR050 4-17 404 (Not Found) (C) SAP AG HR050 4-18 404 (Not Found) (C) SAP AG HR050 4-19 404 (Not Found) (C) SAP AG HR050 4-20 404 (Not Found) (C) SAP AG HR050 4-21 404 (Not Found) (C) SAP AG HR050 4-22 404 (Not Found) (C) SAP AG HR050 4-23 404 (Not Found) (C) SAP AG HR050 4-24 404 (Not Found) (C) SAP AG HR050 4-25 404 (Not Found) (C) SAP AG HR050 4-26 404 (Not Found) (C) SAP AG HR050 4-27 404 (Not Found) (C) SAP AG HR050 4-28 404 (Not Found) (C) SAP AG HR050 4-29 404 (Not Found) (C) SAP AG HR050 4-30 404 (Not Found) (C) SAP AG HR050 4-31 404 (Not Found) (C) SAP AG HR050 4-32 404 (Not Found) (C) SAP AG HR050 4-33 404 (Not Found) (C) SAP AG HR050 4-34 404 (Not Found) (C) SAP AG HR050 4-35 404 (Not Found) (C) SAP AG HR050 4-36 404 (Not Found) (C) SAP AG HR050 4-37 404 (Not Found) (C) SAP AG HR050 4-38 404 (Not Found) (C) SAP AG HR050 4-39 404 (Not Found) (C) SAP AG HR050 4-40 (C) SAP AG HR050 4-41 404 (Not Found) (C) SAP AG HR050 4-42 404 (Not Found) SAP AG 1999Benefitsz Overview and Prerequisitesz Enrolling in Benefit PlansContents: (C) SAP AG HR050 5-1 SAP AG 1999Benefits: Unit ObjectivesAt the conclusion of this unit, you will be able to describe:z The basic features of R/3 Benefitsz The prerequisites for R/3 Benefitsz The major steps of the enrollment processz List the main benefits processes (C) SAP AG HR050 5-2 SAP AG 1999Course Overview Diagram 1 12 23 34 45 56 67 78 8 16 1615 1514 141312 1211 1110 1099 Course Overview Course OverviewNavigation NavigationStructures in HumanResourcesStructures in HumanResourcesPersonnel Management Personnel ManagementBenefitsDevelopment and TrainingCompensationTime ManagementTravel Management Travel Management RecruitmentPersonnel Cost PlanningReporting and Managers DesktopEmployee Self-ServiceALEASAPPayroll (C) SAP AG HR050 5-3 SAP AG 1999Benefits: Business Scenarioz Within your business, employees enroll themselves in various benefit plans thereby taking advantage of varying benefits. (C) SAP AG HR050 5-4 SAP AG 1999User Role-Specific Menus : Examplez The line manager has his/her own user menu thatcontains the tasks that he/she typically performs:Benefits BenefitsInformation system Information systemOverview OverviewHealth plan costs Health plan costsInsurance plan costs Insurance plan costsCosts and contributions Costs and contributionsSavings plan contributions Savings plan contributionsFlexible spending account contributions Flexible spending account contributionsStock purchase plan contributions Stock purchase plan contributionsStatistics StatisticsMiscellaneous plan costs/contributions Miscellaneous plan costs/contributionsBenefit election analysis Benefit election analysis For the Benefit component, SAP delivers five pre-defined user roles: y SAP_HR_MANAGER_BEN_AG y SAP_HR_ LINEMANAGER_BEN_AG y SAP_HR_ BEN-SPECIALIST_BEN_AG y SAP_HR_ SYSTEMADMIN_BEN_AG y SAP_HR_ ADMINCLERK_BEN_AG You can also create your own user roles. (C) SAP AG HR050 5-5 SAP AG 1999Plan Categories5% interestHealth Insurance Savings Credit Miscellaneous FlexibleSpendingAccounts(NorthAmericaonly)$StockPurchase50 UNI There are six international plan categories defined in the system: Health, Insurance, Savings, Stock Purchase, Credit and Miscellaneous. There is one benefit plan category that is specific to North America. It is the Flexible Spending Accounts category. The category defines the attributes of a plan. This determines how the plans are set up in customizing and how employees are enrolled in the plans. (C) SAP AG HR050 5-6 SAP AG 1999Overview of BenefitsBenefits Plansetc.EmployerEmployee In some countries, it is normal for the employee to participate in benefit plans offered by the employer. Companies frequently offer benefits packages at a reduced rate to employers. This results in considerably cheaper contributions for the employee, than those they would have to pay, were they to enroll privately. Employees enroll themselves in these plans and receive varying benefits, according to the varying plans. Either the employer or the employee, or both, pay the contributions; this varies from case to case. You can put together varying plans for different employees depending on many factors. You store the restrictions and eligibility in the implementation guide. Therefore the processing of an employees benefits is made very easy (C) SAP AG HR050 5-7 SAP AG 1999EnrollmentsOpen enrollmentAnnual selectionAdjustment Reason: hiring, marriage etc.Any timeDefault/Automatic Within Benefits, the system enables you to differentiate between different forms of enrollment. y Open Enrollment: This is an annual process whereby the employee selects the plans which are available to them once a year or change existing enrollment plans. y Enrollment Based on an Adjustment Reason (work/life event) Work/life events such as initial hire, birth or marriage allow an employee to enroll or change benefit options y Default or Automatic Plans For example, when an employee is hired, he/she can be enrolled into a standard plan (until he/she has completed their probationary period); for the time being, this offers a minimal number of benefits. y Enrollment at any time: The employee can enroll themselves for the plans that they are eligible for, or change existing plans at any time. (C) SAP AG HR050 5-8 SAP AG 1999Master Data Infotype Requirements employee must existemployee must existcost, coverage, credit and benefit salary calculationscost, coverage, credit and benefit salary calculationsbenefit area,first program grouping,second program grouping,adjustment groupingbenefit area,first program grouping,second program grouping,adjustment groupingtermination groupingtermination groupingcost grouping,coverage groupingEE and ER contribution grouping,credit grouping, eligibility groupingzip code eligibilitycost grouping,coverage groupingEE and ER contribution grouping,credit grouping, eligibility groupingzip code eligibility 0015 Additional Payments0015 Additional Payments 0015 Additional Payments0014 Recur. Payments/Deds.0014 Recur. Payments/ 0014 Recur. Payments/Deds Deds. .0008 Basic pay0008 Basic pay 0008 Basic pay0000 Actions0000 Actions 0000 Actions0001 Org. Assignment0001 Org. Assignment 0001 Org. Assignment0002 Personal Data0002 Personal Data 0002 Personal Data0000 Actions0000 Actions 0000 Actions 0007 Planned Working Time0007 Planned Working Time 0007 Planned Working Time0094 Residence Status0094 Residence Status 0094 Residence Status0057 Membership Fees0057 Membership Fees 0057 Membership Fees 0001 Org. Assignment0001 Org. Assignment 0001 Org. Assignment 0006 Addresses0006 Addresses 0006 Addresses0077 Addit. Personal Data0077 0077 Addit Addit. Personal Data . Personal Data0007 Planned Working Time0007 Planned Working Time 0007 Planned Working Time 0001, 0002, 0008, 0057, 00940001, 0002, 0008, 0057, 0094 0001, 0002, 0008, 0057, 0094 0021 Family/Related Person0021 Family/Related Person 0021 Family/Related Person related person grouprelated person group Before you enroll employees in benefits, specific records in master data and benefits must be in place. At a minimum, you must have the Actions (0000), Organizational Assignment (0001) and Personal Data (0002) infotypes in place in master data. You may need additional infotypes for cost calculations such as Basic Pay (0008) if cost is based on salary. You must have the General Benefits Data infotype (0171), and if enrollment is due to a work/life event an Adjustment Reasons infotype (0378) must be in place as well. y In the General Benefits Data (0171) infotype, you store employees assignment to a benefit area, first and second program grouping. The benefit area represents a subdivision, e.g., according to regional or organizational point of view. The program groupings are employee subdivisions, e.g., according to employee subgroup or employment. You can overwrite these subdivisions, but how they interact determines eligibility. The General Benefits Data infotype appears and containing default values already in place. y The Adjustment Reasons (0378) infotype is used to store the reason why the employee can make changes to their current benefits. y Note: You may also be required to maintain the Medical Benefits Data (0376) infotype in some countries. You should include the necessary infotypes in your Hiring personnel action. (C) SAP AG HR050 5-9 SAP AG 1999What Happens During the Enrollment Process?OfferBenefit plan DENTBenefit plan LIFEBenefit plan MED1 Provider Plan Data Regulatory reports Attributes Wage typesBenefit plan set-up in IMGBenefit plan set-up in IMGCredit Plan Credit Plan(IT 0236) (IT 0236)Savings Plan Savings Plan(IT 0169) (IT 0169)Miscellaneous Plan Miscellaneous Plan(IT 0377) (IT 0377)Insurance Plan Insurance Plan(IT 0168) (IT 0168) Plan data Plan dates Employee data Plan attributes Benefits salary/coverage (annual) CostGeneral Benefits General Benefits Data (IT 0171) Data (IT 0171)Adjustment Reasons Adjustment Reasons(IT 0378) (IT 0378)Personal Data Personal Data(IT 0002) (IT 0002)Org. Assignment Org. Assignment (IT 0001) (IT 0001)Actions Actions(IT 0000) (IT 0000) Personnel event Status OrganizationalassignmentMaster data and benefits infotype recordsMaster data and benefits infotype recordsStock Purchase Plan Stock Purchase Plan(IT 0379) (IT 0379)Spending Account Spending Account(IT 0170) (IT 0170)Health Plan Health Plan(IT 0167) (IT 0167) Plan data Plan dates Employee data Plan attributes CostCreation of new plansCreation of new plans......Plan selectionConsistency check Enrollment requires employee master data records and benefit plan data to enroll the employee in benefit plans. The benefit plan infotype records are created by the enrollment process. You only need to select the plan options for the employee, and the infotype records are created automatically by the system. Note: Plans in which the employee is already participating, are considered in the offer as well. Note: In the enrollment process, you do not only create plans for employees, but you can also stop the participation in an existing plan in the given time period. (C) SAP AG HR050 5-10 SAP AG 1999Selecting Benefit ProgramsFirst Program GroupingSalaried employeeHourly wageearnerExecutivesBenefit area Benefit areaProgramDental PlanLife PlanMedical Plan...Full-time Full-timePart-time Part-time worker workerTemporary Temporary personnel personnelSecond Program GroupingSecond Program Grouping A matrix that cross references first and second program grouping allows you to define different programs with different options for employees. Depending on an employees data, he/she will be eligible for one of these programs. A program is a restricted list of plans (made up of benefits) for a certain group of employees. An employees eligibility for a specific benefits program is defined through a combination of benefit area, first and second program grouping. (C) SAP AG HR050 5-11 SAP AG 1999Benefits EnrollmentHuman Resources Human ResourcesPersonnel management Personnel managementManagers Desktop Managers DesktopEnrollment EnrollmentBenefits BenefitsPlease choose an offer:Open offerDefault offerAutomatic offerAlways avail. offerEnrollmentSelect SelectPers. No. Name4487 Mrs Dana MooreDNIPersonal NumberDirect selectionSelection set4487 Mrs Dana MooreOpen offer forStatus Enrollment periodFlex CreditsFlex Credit Plan 1Flex Credit Plan 2Standard Dental PlanStandard Dental PlanMedical Plan 1Mediacl Plan 2DentalMedical01.01.1999-31.12.199901.01.1999-31.12.199901.01.1999-31.12.199901.01.1999-31.12.199914.07.1999-31.12.199901.01.1999-13.07.1999 Under Enrollment, you have to specify an offer type before you get the list of all plans offered for an employee. As you enroll each employee, the system automatically presents only those plans for which the employee is eligible. The system also calculates the cost of the plan options, which can vary for each employee. (C) SAP AG HR050 5-12 SAP AG 1999Enrollment ProcessingEnrollment4390 Mr Boris Kapinsky4391 Mr Mikio Oyana4392 Miss Winnie Chung4393 Mr Bahy Crhak4394 Dr Francesca Bertolini4395 Mr Pierre Canguihem4396 Miss Denise Carter4397 Dr Julie Palmer4398 Dr Nielsen Thor4399 Dr Miguel Santos4401 Mis Rose Salzar4402 Ms Marsha Bond4403 Mrs Sophie Thibideaux4404 Mr Kal Nilshids4405 Marie-France Cabrera4406 Ms Sarah BartlettPlease choose an offerOpen offerInitial enrollmentDefault offerAutomatic offerDirect selection Selection setPersonnel noDNI 454-58-7611SelectEnrollOffer for02.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.2000Suppl. LifeSupplemental Life insurance 02.09.1999 - 31.12.2000SavingsStandard Savings 02.09.1999 - 31.12.2000Special Savings 02.09.1999 - 31.12.2000Stock PurchaseAlternative Stock 02.09.1999 - 31.12.2000Standard Stock 02.09.1999 - 31.12.2000Valid 02.09.1999 - 31.12.2000Pers.no. 4401 Miss Rose SalzarPlan Fitness CenterEmployee 11.00Employer 3.50OptionOption Fitness StandardPlan optionCosts UNI Semi-monthly Your selected plan will be displayed where options and dependents can be selected. (C) SAP AG HR050 5-13 SAP AG 1999Enrollment Processing ContinuedEnrollment4390 Mr Boris Kapinsky4391 Mr Mikio Oyana4392 Miss Winnie Chung4393 Mr Bahy Crhak4394 Dr Francesca Bertolini4395 Mr Pierre Canguihem4396 Miss Denise Carter4397 Dr Julie Palmer4398 Dr Nielsen Thor4399 Dr Miguel Santos4401 Mis Rose Salzar4402 Ms Marsha Bond4403 Mrs Sophie Thibideaux4404 Mr Kal Nilshids4405 Marie-France Cabrera4406 Ms Sarah BartlettDirect selection Selection setPersonnel noDNI 454-58-7611SelectEnrollOffer for02.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.200002.09.1999 - 31.12.2000Suppl. LifeSupplemental Life insurance 02.09.1999 - 31.12.2000SavingsStandard Savings 02.09.1999 - 31.12.2000Special Savings 02.09.1999 - 31.12.2000Stock PurchaseAlternative Stock 02.09.1999 - 31.12.2000Standard Stock 02.09.1999 - 31.12.2000Offer forAction Plan From To Addl InfoCreate Standard Dental 02.09.1999 31.12.2000Create Standard Medical 02.09.1999 31.12.2000Create Vision Plan 02.09.1999 31.12.2000Create Standard Life Ins. 02.09.1999 31.12.2000Create Standard Savings 02.09.1999 31.12.2000Create Charity Welfare 02.09.1999 31.12.2000Create Fitness Center 02.09.1999 31.12.2000Create Alternative Stock Pur. 02.09.1999 31.12.2000Execute enrollmentEnrollment completed successfullyContinue Confirmation After you execute enrollment, a message will be displayed indicating whether or not your enrollment was successful. (C) SAP AG HR050 5-14 SAP AG 1999TerminationTermination: OverviewSelect SelectPers. No. Name4487 Mrs Dana MooreDNIPersonal NumberDirect selectionSelection set4487 Mrs Dana MooreTermination forFlex CreditsFlex Credit Plan 1Dental01.01.1999-31.12.199901.01.1999-31.12.199914.07.1999-31.12.1999 on 29.07.1999Valid fromStandard Dental PlanLife InsuranceStandard Life InsuranceTerminate on 29.07.1999Terminate on 29.07.1999Terminate on 30.11.1999ActionDouble-clickSelection date 30.11.1999 You receive a list of plans the employee is currently participating. The termination date proposed by the system depends on the termination rule set up in Customizing for each plan. You can overwrite this date. (C) SAP AG HR050 5-15 SAP AG 1999Monitoring of Eligibility During ParticipationValidityStop participationReason for ineligibilityEligibility check 17.08.1999 10 Benefits Test Area 00004401 Miss Rose Salizar Medical for Singles 01.01.1999-31.12.9999 Address (type Home address) of employee does not exist 00004408 Mrs Iffat Patel Medical for Singles 01.01.1999-31.12.9999 Address (type Home address) of employee does not exist 00004409 Ms Elena Lopez Medical for Singles 01.01.1999-31.12.9999 Address (type Home address) of employee does not exist 00004456 Mr Matthias Funke Medical Plan 1 01.05.1998-31.12.9999 Employee 00004456 is not enrolled in all corequisite plans for MED 1 00004458 Daniela Seeber Standard Dental Plan 01.01.1999-31.121999 Employee 00004458 is not enrolled in all corequisite plans for DENT Medical Plan 1 01.01,1999-30.09.1999 Employee 00004458 is not enrolled in all corequisite plans for MED 1 Eligibility: Overview Once employees are participating in plans, you can check that they continue to fulfill all eligibility criteria for the plans. The system checks: y Is the plan in program? y Is eligibility rule fulfilled (e.g. waiting period, min. working time, min./max. age, zip code)? y Are corequisites fulfilled? (C) SAP AG HR050 5-16 SAP AG 1999InsurabilitySTATUS Option End of grace period Period Active plan existsInsurability proven Stop participationInsurability on 17.8.1999 99 Internation Simple 00004411 Chris Squire Alternative Life Insur Coverage Level 1 Proven 01.10.1000-31.129999 00004412 Steve Howie Medical Plan 2 Option 2 09.05.999 01.01.2000-31.12.2000 Alternative Life Insura Coverage Level 1 Proven 01.10.1999-31.12.9999 00004413 Rymond Bednar Alternative Life Insura,,, Coverage Level 1 Proven 01.10.1999-31.12.9999 00004414 Kevin Benson Alternative Life Insura... Coverage Level 1 Proven 01.10.1999-31.12.9999 00004415 Tyra Pearson Alternative Life Insura Coverage Level 1 Proven Insurability: OverviewRecord is lockedActivePendingInsurability provenGrace period expiredInsurability not provenLegend Before employees can participate in some insurance and health plans, they must often provide Evidence of Insurability (EOI) such as a medical affidavit for proof of good health. You can further manage EOI by terminating employee enrollments, when the employee has not provided EOI within the grace period. (C) SAP AG HR050 5-17 SAP AG 1999Overview of Current Benefit PlansGeneral overview benefit plan dataSelect SelectPers. No. Name4487 Mrs Dana MooreDNIPersonal NumberDirect selectionSelection set4487 Mrs Dana MooreDisplay01.01.1999-31.12.199914.07.1999-31.12.1999 on 29.07.1999Flex Credit Plan 1 01.01.1999-31.12.1999Standard Dental PlanPlans Costs Master data OverviewCredit amount USD 66,67 Semi-monthlyOption1 OptionDependent coverage Employee onlyEE pre-taxER creditUNI 13,50 Semi-monthlyUNI 5,00 Semi-monthlyStandard Life Insurance In the overview screen, you get a list of plans the employee is currently participating. Plan details like options, costs, coverage, contributions, credits, dependents and investments are also displayed. (C) SAP AG HR050 5-18 SAP AG 1999Cost SummaryGeneral overview benefit plan dataMaria Lobos 4498Display4498 Maria Lobos on 17.08.1999Costs Plans Master data OverviewFlex Credit Plan 1 01.10.1999 - 31.12.9999Credit amount UNI 150.00MonthlyStandard Dental Plan 06.05.1998 - 31.12.9999Option Option 1Dependent coverage Employee onlyEE post-tax UNI 8.00 WeeklyStandard Life Insurance 01.01.1999 - 31.12.9999 Option Coverage Level 1 Direct selection Selection set This function gives you an overview of benefit enrollment costs. For each employee and plan, it provides the separate costs to the employer and the employee. The provider cost is not shown here. (C) SAP AG HR050 5-19 SAP AG 1999Benefits: Unit Summaryz The basic features of R/3 Benefitsz The prerequisites for R/3 Benefitsz The major steps of the enrollment processz List the main benefits processesYou are now able to describe: SAP AG (C) SAP AG HR050 5-20 Exercises Unit: Benefits Topic: Benefits enrollment At the conclusion of this exercise, you will be able to: Change your role to HR Benefits Specialist Create the necessary master records to enroll an employee in benefits Enroll an employee in benefits Review an employees participation in the benefits plans The Caliber A Bicycle has decided to implement a new benefits program for employees. Jose Vega will be able to choose from several benefit plans during the initial enrollment period. 1-1 Change your role to SAP_HR_BEN-SPECIALIST. 1-2 Update Jose Vega master records to be eligible for benefits. 1-2-1 Create a General Benefits Data infotype effective from the first of this month for Mr. Vega. He benefit area is 99. He is an exempt full time employee. 1-2-2 Create an Adjustment Reason for Mr. Vega to store the initial adjustment reason for enrollment. NOTE: The Adjustment Reasons infotype is dynamically initiated when the General benefits data is saved. Then the enrollment processing is dynamically initiated when the Adjustment Reasons infotype is saved. 1-3 Enroll Mr. Vega and his spouse in the companys dental and medical insurance plans. 1-3-1 Enroll him and his spouse in the Standard Dental Plan option 1. 1-3-2 Enroll him and his spouse in the Medical plan 1. 1-4 Review the benefits data created in the enrollment process. 1-4-1 Review the Standard Dental Plan records for Mr. Vega. 1-4-2 Review the Medical plan 1 records for Mr. Vega. 1-5 Execute the Benefits Overview for Mr. Vega. (C) SAP AG HR050 5-21 Solutions Unit: Benefits Topic: Benefits Enrollment 1-1 Change your role to SAP_HR_BEN-SPECIALIST. Select the Other menu button in the SAP Easy Access menu. Select the Find icon. Enter SAP_HR_BEN-SPECIALIST in the Find field. Select the Find icon again. Select the SAP_HR_BEN-SPECIALIST. Select the Copy/Enter icon. 1-2 Update Jose Vega master records to be eligible for benefits. 1-2-1 Create a General Benefits Data infotype effective from the first of this month for Mr. Vega. He is in benefit area is 99. He is an exempt full time employee. From the Favorites menu select: Maintain Master Data Enter personnel number 50992## in the Personnel no. field. Select the Basic Personal data tab. Select the entry for General Benefits Data. Select the Create icon. Enter the From date as the first of the current month. Verify the following entries exist: Benefit Area 99 1st Program grouping EXMT 2nd Program grouping FULL Select the Save icon. 1-2-2 Create an Adjustment Reason for Mr. Vega to store the initial adjustment reason for enrollment. NOTE: The Adjustment Reasons infotype is dynamically initiated when the General benefits data is saved. Then the enrollment processing is dynamically initiated when the Adjustment Reasons infotype is saved. Select Initial enrollment in the Adjustment reason field. Select Yes in the Deviation from end date pop-up box. Select the Save icon. (C) SAP AG HR050 5-22 (C) SAP AG HR050 5-23 1-3 Enroll Mr. Vega and his spouse in the companys dental and medical insurance plans. Navigate to the Benefits enrollment node. Activity group SAP_HR_BEN-SPECIALIST Benefits Enrollment Enter 50992## in the Personnel number field in the Direct selection group. Select the Enter icon. Select Initial enrollment in the Offer selection pop-up box. Select the Choose icon. 1-3-1 Enroll him and his spouse in the Standard Dental Plan option 1. Double click on the Standard Dental Plan entry. Select Option 1 in the Option field. Select Employee + Spouse in the Dependent cov. field. Select the Accept button. 1-3-2 Enroll him and his spouse in the Medical plan 1. Double click on the Medical Plan 1 entry. Select Option 1 in the Option field. Select Employee + Spouse in the Dependent cov. field. Select the Accept button. Select the Enroll button. Select the Execute enrollment button in the Confirmation of Selected Actions pop-up box. Select the Continue button in the Enrollment pop-up box. 1-4 Review the benefits data created in the enrollment process. 1-4-1 Review the Standard Dental Plan records for Mr. Vega. From the Favorites menu select: Maintain Master Data Enter personnel number 50992## in the Personnel no. field. Enter Health Plans in the Direct selection Infotype field. Select the Display icon. Review the Plan data for the Standard Dental plan. 1-4-2 Select the Next record icon and review the plan data for the Medical plan 1. 1-5 Execute the Benefits Overview for Mr. Vega. Navigate to the Benefits enrollment node. Activity group SAP_HR_BEN-SPECIALIST Benefits Overview Enter 50992## in the Personnel number filed in the Direct selection group. Select the Enter icon. Review the Overview tab. (C) SAP AG HR050 5-24 SAP AG 1999Development and Training Qualifications and Requirements Career and Succession Planning Training and Event Management Development Plans Appraisal SystemsContents: (C) SAP AG HR050 6-1 SAP AG 1999Development and Training: Unit ObjectivesAt the conclusion of this unit, you will be able to: Create and use qualifications and requirements Start career and succession planning scenarios Carry out day-to-day business in Training andEvent Management Create development plans Create Appraisals (C) SAP AG HR050 6-2 SAP AG 1999Course Overview Diagram 12345678 161514131211109Course OverviewNavigationStructures in HumanResourcesPersonnel ManagementBenefitsDevelopment and TrainingCompensationTime ManagementTravel ManagementRecruitmentPersonnel Cost PlanningReporting and Managers DesktopEmployee Self-ServiceALEASAPPayroll (C) SAP AG HR050 6-3 SAP AG 1999Development and Training: Business Scenario Positions have certain requirements that must bemet, and employees have certain qualificationsand skills. These requirements and qualificationshave to be entered in the system so that theycan be compared (matched up) with each other. Employees can obtain additional qualificationsand in this way be trained for other positions. The performance of employees is appraisedregularly. Employees with qualification deficits can bebooked into business events (training courses)that provide the employees in question with thequalifications they require. Suitable development plans can be drawn upfor employees. (C) SAP AG HR050 6-4 SAP AG 1999Qualifications and Requirements:Topic ObjectivesAt the conclusion of this topic, you will be able to: Create new entries in the qualifications catalog Define profiles Report on profiles Determine any need for further training (C) SAP AG HR050 6-5 SAP AG 1999Personnel Development and Qualifying ActionsPosition of Position ofAdministrator AdministratorCertificateof attendanceat Microsoft Word coursePosition of Position of Dept Manager Dept ManagerSeminar SeminarMicrosoft Wordskills required?Appraisals AppraisalsDevelopment Plans Development PlansProfile MatchupActual / target proficiencyJob Person The Personnel Development component allows you to maximize the value that your employees provide to your company. You can plan and implement specific personnel and training measures to promote the professional development of your employees. You can also increase the job satisfaction of your employees by considering their preferences and suitability for their jobs. In this way, you can ensure that employees in all functional areas of your company are always qualified to the required standards. The personnel development requirements of an organization are determined by comparing the current or future working requirements with the qualifications (and preferences) that your employees already have. The aim of a development measure can be specific (for example, an employee is to be transferred to a specific post), or more general (for example, ensuring that employees are sufficiently qualified to keep up with technical developments). Qualifying actions (training courses, job rotation, etc.) can be grouped together into development plans (e.g. trainee program for sales staff). This is referred to as a general development plan because it applies to employees in general. These general development plans can be tailored to the needs of individual employees. An employee's performance and behavior can be appraised. The results of such an appraisal can supply information for planning the employee's further career development. (C) SAP AG HR050 6-6 SAP AG 1999Personnel Development Line Manager RoleSAP Easy Access FavoritesPersonnel management > Administration > HR Master Data Activity group SAP_HR_LINEMANAGER_PDFor organizational unitPersonnel DevelopmentProfileDisplayChangePlanningCareerSuccessionIndividual developmentInfo systemReportsReporting toolsSettings (C) SAP AG HR050 6-7 SAP AG 1999Planning for Organizational UnitAdministrator X is responsible Administrator X is responsible for org.unit Purchasing for org.unit PurchasingAccess automatically via Access automatically viathe appropriate org.unit the appropriate org.unitRelevant functionality Relevant functionalityin Personnel Development in Personnel DevelopmentSettings for Personnel Development Settings for Personnel DevelopmentGen. settingsPlan version 01 Current plan.Structural accessOrg.unit 50000050Name Purchasing The Planning for Organizational Unit function allows you to restrict your view to one organizational unit. You can access the relevant change, display, and reporting functions of Personnel Development directly. You can specify a permanent default organizational unit in user parameter PEO. You can also specify one temporarily by making user specific settings in the Personnel Development menu. These user specific settings make data entry faster and more user friendly. Other Personnel Development parameters: - PEH: Disregard depreciation meter PEM: Include essential requirements - PES: Include alternative quals POP: Plan version - PEO: Specify default org. unit BEG/END: Start and end date If you do not change these user parameters, you can ensure that all of the data evaluations performed by one user have been performed using the same settings (and, consequently, that they can be compared with each other). (C) SAP AG HR050 6-8 SAP AG 1999Qualifications / RequirementsRequirementsList of skills and experience required in order to be suitable for a job, position, task, or work center.QualificationsList of skills that make an employee suitable for a job, position, task, or work center. Profile MatchupQualification RequirementJob Person Qualifications can, for example, be assigned to employees and positions. However, if, for example, a qualification is assigned to a position, it is referred to as a requirement. All qualifications (and requirements) are stored in a central catalog. In fact, qualifications and requirements are the same objects - they are referred to by different names to show how they are applied. This means that it is possible to compare an employee's qualifications against the requirements defined for a position. (C) SAP AG HR050 6-9 SAP AG 1999Qualifications CatalogBusinessEnglishBusiness BusinessEnglish EnglishFrench language skillsFrench French language skills language skillsKnowledgeof C++Knowledge Knowledgeof C++ of C++LanguageskillsLanguage Languageskills skillsProgramminglanguagesProgramming Programminglanguages languagesEnglishlanguage skillsEnglish Englishlanguage skills language skills TechnicalEnglish Technical TechnicalEnglish EnglishKnowledgeof CKnowledge Knowledgeof C of CKnowledgeof ABAPKnowledge Knowledgeof ABAP of ABAPQualificationsQualification groupCatalog Catalog Catalog100% alternative qualification The qualifications catalog contains all the qualifications (object type Q) that are of interest to an organization. The qualifications catalog contains qualification groups and qualifications. Qualification groups are used to structure the qualifications catalog. A qualification group can contain other qualification groups, and qualifications. Qualification groups have object type QK. Qualifications can contain other qualifications. Qualifications are assigned to persons, jobs, positions, etc. You can create your own quality scales so that you can record the proficiencies of qualifications. The user defines the number of entries on a scale, and the proficiency texts that you want to use. You must assign a proficiency scale to every qualification group. This scale is then passed on (inherited) to the qualifications of the group in question. You can assign one or more alternative qualifications to a qualification. The relationship that is created is bi-directional (if A is an alternative to B, then B is also an alternative to A). You can also specify the extent to which one qualification replaces another as a percentage value. You can only define qualification A as an alternative to qualification B if both A and B use the same scales. (If they use different scales, then presumably they are so different that they could not be used as alternatives anyway). If qualifications have different scales, they cannot be compared against each other. (C) SAP AG HR050 6-10 SAP AG 1999Internet Entry for QualificationsGeneral technical knowledgeArtifical intelligenceBusiness process technologyIndustrial skillsKnowledge of Inventory managementKnowledge of PC hardware techniqueKnowledge of electronicsKnowledge of MaterialsMSDS - TechnicianManufacturingMechanical skillsProduction of paints and car partsQuality managementSecurity requirementsKnowledge of computer scienceKnowledge of engineeringBusiness French language skills Native speakerBusiness Process Technology GoodKnowl. Career and Succession Planning PoorHR Personnel Admin. Functionality AdequatePerceptive ability PoorSkills ProfileNavigation menu Start page LogonAddDisplay pathHelp (C) SAP AG HR050 6-11 SAP AG 1999Creating Profiles for Persons/ApplicantsA person has subprofiles A person has A person has subprofiles subprofilesPreferences Potentials Qualifications Dislikes Appraisals where apprai...T Object ID Description ID Proficiency Start date End date N User nameQ 50000401 HR Management skills 3 Average 28.07.2000 31.12.9999 TRAININGQ 50000831 HR Personnel Admin.Func 4 Good 28.07.2000 31.12.9999 TRAININGQ 50000449 Independence and initiative 2 Adequate 28.07.2000 31.12.9999 TRAININGQ 50000189 Knowledge of Wordprocessing 3 Average 28.07.2000 31.12.9999 TRAININGQ 50000453 Leadewrship skills 3 Average 28.07.2000 31.12.9999 TRAININGWho madelast changeNotesDev. Plan History Development Plan You use a profile to store special information about a person. Every profile contains some standard information (such as name, date of birth, and so on), and a number of subprofiles (qualifications, potentials, for example). The Qualifications subprofile is used to store information about a person's skills and abilities. You use the qualifications catalog to create this subprofile. The Potentials subprofile is used to store forecasts regarding a person's suitability and development potential. The Preferences subprofile is used to store information on how a person envisages his or her own professional development. The Dislikes subprofile is used for the same purpose. (C) SAP AG HR050 6-12 SAP AG 1999Creating Profiles for Jobs/PositionsA position has requirements A position has requirements A position has requirementsInheritedRequirementsAbility to organize and act 6 Invalid proficiency 01.01.1994 31.12.9999Description Stat.. ID Proficiency Ess Start date End dateHR Management skills4 Good28.07.200031.12.9999.31.12.9999.31.12.9999.31.12.9999.31.12.9999.28.07.200028.07.200028.07.200028.07.2000HR Personnel Admin. FunctionalityKnowledge of Desktop publishingKnowledge of general office activitiesKnowledge of general office policiesGoodAverageAverageAverage 3334QQQQQQTObjectD500004425000040150000831500003155000031350000316 The Requirements subprofile is used to store typical requirements (including type of requirement, and proficiency) for jobs, positions, and so on. You use the qualifications catalog to create this subprofile. Essential requirements are requirements that are mandatory (that is, they must be met). You can use this as a criterion when you try to find suitable persons for a position, for example. In this case, the system will only select persons who fulfill all essential requirements. The requirements of a job are passed on to the positions created by the job in Org. Management. Any additional requirements can then be defined specifically for the position. (C) SAP AG HR050 6-13 SAP AG 1999Find Objects for QualificationsFor each objecttype, restrictselection furtherto specificobjects (forexample, thepersons in anorganizationalunit)Restrictselection tospecific objecttypesSelecting Qualifications: Individually from thequalifications catalog Transfer entirequalifications/requirements profiles Combine both theabove optionsThe following can beselected for eachqualification: Essential requirementflag Proficiency required(individual value orvalue range)Find Objects for QualificationsQualifications Restrict to object types Restrict furtherQualifications requiredName Essential reqt Option Proficiency MaximumAverageVery goodVery goodExcellentExcellentGoodAdequateAdequateAdequateBusiness Process TechnologyCommunicationGeneral Office AdministrationGeneral commercial educationHR Management skillsKnowledge of computer hardwareKnowledge of database systemsKnowledge of payroll accountingAdd qualificatios/requirements fromJob 50004051HR developerKey date22.06.1999 You can use this evaluation to find objects (persons, applicants, companies, and so on) with specific qualifications. You can specify the exact proficiencies required for each qualification, and define criteria to restrict the search to fewer objects. Use this evaluation if you want to: Find persons with specific qualifications Select applicants with the appropriate qualifications Identify companies or customers that fulfill specific criteria Identify members in a team in a specific organizational unit who would be suitable for a particular project Identify employees in a personnel area who are overqualified or underqualified in certain respects The system outputs a list of objects that fulfill the selection criteria specified. For more information, refer to the SAP Library (Human Resources PA Personnel Management Personnel Development Qualifications and Requirements Finding Objects for Qualifications). This evaluation is also used in the Recruitment component. (C) SAP AG HR050 6-14 SAP AG 1999Profile MatchupsPersons, Applicants,Users, ...Job, Position, ...Requirements Qualifications Over/under-qualification Alternative qualifications Graphical display Further training proposals Qualification deficits Development Plans ....... Profile matchups allow you to compare qualifications and requirements with each other. You can include as many objects as you please in a profile matchup. If you use the SAP Training and Event Management component, you can use the Generate training proposals function to have the system propose suitable training courses (business events) to rectify any qualification deficits that become apparent when you perform a profile matchup. You can make direct bookings onto these business events and development plans. You can use the Qualification deficits only function to restrict the profile matchup results list to objects that have qualification deficits (that is, the qualification is lower than requirement or the qualification does not exist). (C) SAP AG HR050 6-15 SAP AG 1999Profile Matchup: Example2D view 3D view Groups Left Sel. Up Sel. Down Right First selectionProfiles QualificationQualificationQualificationKnowledge of multimediaVerbal, written communicative skillsPace of workWillingness to assume responsibilityIndependence and initiativeAdaptabilityLeadership skills Business English language skillsWork conduct and general conductKnowledge in Wordprocessing/Winword120100806040200Helena Camino 00 asstKnowledge of multimediaWillingness to assumeresponsiblitLeadership skillsKnowledge in Wordprocessing/WindwordPace of workAdaptabilityWork conduct and general conductVerbal, written comm, skillsIndepend. And InitiativesBus. Eng. Language skills If different scales appear in a profile matchup, they are standardized so that they can be compared against each other. The system also has a graphical display option for profile matchups. (C) SAP AG HR050 6-16 SAP AG 1999Training Proposals for Qualification DeficitsWord forWindowsRequirements QualificationsBusinessEventsWordDesktop DesktopOrganization Organization?Prebook PrebookWord for Windows5/1 - 5/5Word forWindowsBook BookWord for Windows6/11 - 6/15 Should a qualification deficit arise, you can have the system automatically propose a business event that will eliminate this deficit. If a business event is available, you can book the person onto this event directly. If not, you can create prebookings to indicate that the person would like to attend a business event of this type. Please note, you can also enroll an employee into a business event through a development plan. (C) SAP AG HR050 6-17 SAP AG 1999Career and Succession Planning:Topic ObjectivesAt the conclusion of this topic, you will be able to: Describ