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Personnel Planning and Development Using SAP ERP HCM

Personnel Planning and Development Using SAP ERP HCM


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About the Book

Qualified and motivated employees are the most critical asset of every company, and recruiting, retaining, and training them forms the basis for the future. To manage all of this effectively, SAP ERP Human Capital Management (HCM) provides you with all the tools you need. With this book you'll learn about all of the processes of personnel planning and development, explore the functions and basic customizing, and find out how to implement and use the components successfully. Basic Principles of Personnel Planning and Development Get to know the organizational management concept that forms the basis of many functions in other HCM components, and learn about the role concept, portal, workflow, and queries. Talent Management Learn how to recruit, retain, and promote your employees with a variety of functions Skill Management, Performance Management, SAP Learning Solution, E-Recruiting, and Enterprise Compensation Management. Personnel Planning and Analysis Gain an insight into the personnel planning process, positions and quota planning, and personnel cost planning and simulation. And discover how SAP NetWeaver BW can effectively support you in planning.Updated and Extended Edition Find detailed, current coverage based on SAP ERP 6.0 with Enhancement Package 4.

Table of Contents:
Introduction 17 PART I Basic Principles 21 1 Overview of SAP ERP HCM 23 1.1 SAP ERP HCM as an Integrated Component of SAP ERP and the SAP Business Suite 23 1.2 SAP ERP HCM Components 25 1.3 Personnel Master Data 27 1.3.1 Basic Structure 28 1.3.2 Maintaining and Displaying Master Data 29 1.3.3 Integration into Personnel Planning and Development 33 1.4 Conclusion 34 2 Organizational Management 35 2.1 Business Foundations 35 2.2 The Process in SAP ERP HCM 36 2.2.1 Basic Terms 36 2.2.2 Selecting Object Types and Relationships 42 2.2.3 Status Administration 46 2.2.4 Evaluation Paths 47 2.2.5 Organizational Structure 48 2.2.6 Task Catalog 50 2.2.7 Maintenance Interface 53 2.2.8 Organizational Management as a Basis for Planning and Development 61 2.2.9 Organizational Management as the Basis for Personnel Administration 63 2.3 Implementation in SAP ERP HCM 66 2.3.1 Maintaining the Organizational Structure 66 2.3.2 Maintaining Structures 75 2.3.3 Maintaining the Matrix Organization 77 2.3.4 Selected Infotypes 80 2.3.5 Creating Individual Evaluation Paths 82 2.3.6 Creating Object Types 83 2.3.7 Expanding and Creating Infotypes 90 2.3.8 Adjusting the Maintenance Interface 93 2.3.9 Working with Different Plan Versions 98 2.3.10 Reports in Organizational Management 100 2.3.11 Transporting Structures 105 2.4 Process Examples 106 2.4.1 Creating New Positions with the Application Process 106 2.4.2 Scenario Planning 108 2.5 Critical Success Factors 110 3 Role Concept in SAP ERP HCM 111 3.1 Meaning of the Role Concept 111 3.2 Implementation of the Role Concept 112 3.2.1 Definition of Roles in the System 112 3.2.2 Assignment of Roles in the System 115 3.2.3 Connection between Role and User 117 3.3 Authorizations in SAP ERP HCM 118 3.3.1 Central Authorization Objects 119 3.3.2 Structural Authorization Check 123 3.3.3 Special Concepts in HCM Authorization 129 3.3.4 Context-Dependent Authorization Check 135 3.4 Critical Success Factors 137 4 SAP NetWeaver Portal in SAP ERP HCM 139 4.1 Basic Principles of SAP NetWeaver Portal 140 4.1.1 User Management 140 4.1.2 Components of Portal Applications 141 4.2 Business Packages in SAP ERP HCM 142 4.2.1 Employee Self-Services (ESS) 143 4.2.2 Manager Self-Services (MSS) 144 4.3 Reporting in the Portal 144 4.4 Conclusion 145 5 SAP Business Workflow 147 5.1 Features and Interactions 147 5.2 Integrating Workflows in SAP ERP HCM 148 5.3 Workflow Builder 149 5.4 Default Elements in Personnel Planning and Development 151 5.5 Processor Search 152 5.6 Critical Success Factors 152 6 Queries in SAP ERP HCM 155 6.1 Introduction 155 6.1.1 Structure and Technology of Queries 155 6.1.2 Logical Databases in SAP ERP HCM 157 6.2 Implementation in SAP ERP HCM 158 6.2.1 Use and Deployment Areas of Query in Personnel Planning and Development 158 6.2.2 Using SAP Query 159 6.2.3 Ad-hoc Query 161 6.2.4 Ad-hoc Query vs. SAP Query 163 6.3 Critical Success Factors 163 PART II Talent Management 165 7 Introduction to Talent Management 167 7.1 What is Talent Management 167 7.1.1 Defining the Target Groups 167 7.1.2 Areas of Talent Management 168 7.1.3 Design Framework of Talent Management 168 7.2 Talent Management in SAP ERP HCM 169 7.2.1 Parts 170 7.2.2 Enhanced Job Architecture 173 7.2.3 Infotypes 174 7.2.4 Prerequisites for Usage 175 7.3 Conclusion 176 8 Skill Management 177 8.1 The Process in SAP ERP HCM 177 8.1.1 Qualifications Catalog 177 8.1.2 Profiles 181 8.1.3 Reports 183 8.1.4 Integration 184 8.2 Implementation in SAP ERP HCM 186 8.2.1 Basic System Settings 186 8.2.2 Maintenance of the Qualifications Catalog 190 8.2.3 Working with Profiles 194 8.2.4 Central Control 200 8.3 Decentralized Skill Maintenance Sample Process 202 8.4 Critical Success Factors 203 9 Appraisal and Objectives 207 9.1 The Process in SAP ERP HCM 207 9.1.1 Functional Scope 207 9.1.2 Appraisal and Objective Setting Process 208 9.1.3 Integration 213 9.2 Implementation in SAP ERP HCM 215 9.2.1 Basic Customizing Settings 215 9.2.2 Customizing in the Catalog for Appraisal Templates 217 9.2.3 Business Server Pages 237 9.2.4 Creating Appraisal and Objective Settings 239 9.2.5 Reporting 242 9.3 Innovations in Enhancement Package 4 246 9.3.1 New User Interface with Web Dynpro ABAP 247 9.3.2 Cascading Goals 248 9.3.3 Team Calibration and Compensation 249 9.3.4 Integration with SAP Enterprise Learning 251 9.4 Critical Success Factors 252 10 Training and Event Management and SAP Learning Solution 255 10.1 Business Foundations 255 10.1.1 Forms of E-Learning 256 10.1.2 When Can E-Learning Be Used Effectively 257 10.1.3 Advantages of E-Learning 260 10.1.4 The Strategic Importance of E-Learning 261 10.2 Learning Management Systems 262 10.3 Design of Training and Event Management in SAP ERP HCM 263 10.3.1 Training and Event Management Structure 264 10.3.2 Dynamic Menus 267 10.3.3 Integration of Training and Event Management 272 10.4 Implementation in SAP ERP HCM 288 10.4.1 Setting Up the Training Catalog 288 10.4.2 Planning in Training and Event Management 302 10.4.3 Daily Activities 311 10.4.4 Follow-Up Processing of Courses 322 10.4.5 ESS in Training and Event Management 326 10.5 Sample Process: Paperless Training and Event Management 326 10.6 Critical Success Factors 329 10.7 SAP Learning Solution 329 10.7.1 The SAP Research Project in the Area of Learning 329 10.7.2 Features of the Service 330 10.7.3 Integration of SAP Learning Solution with SAP ERP HCM 338 10.7.4 Innovations in Enhancement Package 4 342 10.7.5 Sample Processes for E-Learning 348 10.7.6 Project Development 360 10.7.7 Critical Success Factors 362 11 SAP E-Recruiting 365 11.1 Business Principles 365 11.1.1 Goals of the Recruitment Process 365 11.1.2 Goals of Succession Planning 366 11.1.3 Recruitment Media 366 11.1.4 Managing the Application Process 369 11.1.5 Applicant Selection 371 11.1.6 Recruitment Controlling 372 11.1.7 Internet Recruiting 373 11.2 Specific Features of E-Recruiting 374 11.2.1 War for Talent 375 11.2.2 Sourcing and Retention 375 11.2.3 Controlling Recruitment Processes 376 11.2.4 Processes and Organization 376 11.2.5 Recruitment Service Providing 377 11.2.6 Technology 377 11.3 The Process of Recruitment in SAP ERP HCM 378 11.3.1 Overview 378 11.3.2 Processes and Roles of Recruiting 380 11.3.3 Requisitions 382 11.3.4 Process Templates 386 11.3.5 Questionnaires 388 11.3.6 Additional Important Terms 394 11.4 The Process of Succession Planning in SAP ERP HCM 396 11.4.1 Overview 396 11.4.2 Processes and Roles of Succession Planning 397 11.5 Roles in SAP E-Recruiting 402 11.5.1 The External Candidate 402 11.5.2 The Internal Candidate 414 11.5.3 The Manager 414 11.5.4 The Recruiter 416 11.5.5 The Administrator 420 11.5.6 Succession Planner 421 11.6 Customizing and Technology 422 11.6.1 Technical Settings 422 11.6.2 Basic Settings 422 11.6.3 Talent Warehouse 423 11.6.4 Applicant Tracking 424 11.6.5 Activities 425 11.6.6 Questionnaires 427 11.6.7 Requisition Management 427 11.6.8 Additional Technical Issues 427 11.7 Additional Innovations in Enhancement Package 4 428 11.8 Critical Success Factors 428 12 Enterprise Compensation Management 431 12.1 Overview 431 12.1.1 Options of Enterprise Compensation Management 431 12.1.2 Integration 432 12.2 Compensation Administration 432 12.3 Long-Term Incentives 434 12.4 Budgeting 435 12.5 Job Pricing 436 12.6 Conclusion 437 PART III Personnel Planning and Analytics 439 13 Personnel Planning Process 441 13.1 An Approach to Integrated Personnel Planning 441 13.1.1 Elements of Personnel Planning 442 13.1.2 Dividing Tasks Between Central and Local Planning Steps 445 13.1.3 Integrating Central and Local Planning Steps 447 13.1.4 Local Tasks 447 13.1.5 Central Tasks 448 13.2 An Overview of the Personnel Planning Process 448 13.2.1 Basic Principles of Personnel Planning 448 13.2.2 Personnel Planning Process Outline 449 13.2.3 Risk Management 450 13.3 Conclusion 451 13.3.1 Role-Specific Access 451 13.3.2 Content Requirements 451 14 Position and Quota Planning 453 14.1 The Process in SAP ERP HCM 453 14.1.1 Planning at Position Level 453 14.1.2 Quota planning 456 14.1.3 Openness for Enhancement and New Structures 457 14.2 Implementation in SAP ERP HCM 457 14.2.1 Relevant Infotypes 457 14.2.2 Reports Based on Positions 460 14.2.3 Quota Planning 462 14.3 Process Examples 463 14.3.1 Risk Management 463 14.3.2 Structuring the Job Index 464 14.4 Critical Success Factors 465 15 Personnel Cost Planning and Simulation 467 15.1 Integration with Other Components 468 15.2 Processes of Personnel Cost Planning 469 15.3 Planning Preparation 470 15.3.1 Defining a Planning Context 471 15.3.2 Defining a Planning Scenario 471 15.3.3 Defining Cost Items 472 15.4 Data Collection 472 15.4.1 Technical Correlation of Wage Type, Symbolic Account, and Cost Item 472 15.4.2 Data Collection for Employees 474 15.4.3 Defining Your Own Data Collection Methods 476 15.4.4 Example of a Data Collection 477 15.4.5 Data Collection for Organizational Objects 478 15.4.6 Follow-Up Processing of Collected Data 479 15.5 Creating and Managing Personnel Cost Plans 480 15.5.1 Executing a Planning Run 480 15.5.2 Customizing of the Planning Run 482 15.6 Planning by the Person Responsible for Costs 483 15.7 Planning by the Cost Planner 484 15.8 Transferring the Cost Plan to Controlling 484 15.9 Reporting 485 15.9.1 Reporting in SAP ERP HCM 485 15.9.2 Reporting in SAP NetWeaver BW 486 15.10 Available Standard Roles for Cost Planning 488 15.11 BAdIs in Cost Planning 488 15.11.1 BAdIs in Data Collection 488 15.11.2 BAdIs in the Cost Planning Run 488 15.11.3 BAdI in Detail Planning 489 15.11.4 BAdI for Posting to Accounting 489 15.12 Critical Success Factors 489 16 Analysis of Personnel Planning and Development Using SAP NetWeaver BW 491 16.1 Introduction to SAP NetWeaver BW 491 16.2 Creating Evaluations with the BEx Query Designer 494 16.3 Reporting Using the BEx Analyzer 499 16.4 Reporting in the Portal Using the BEx Web Analyzer 502 16.5 BEx Web Application Designer 503 16.6 Business Content 504 16.6.1 Strategic Personnel Management 505 16.6.2 Organizational Management 505 16.6.3 Personnel Development 506 16.6.4 Personnel Cost Planning 506 16.6.5 Training and Event Management and SAP Learning Solution 507 16.6.6 Performance Management 507 16.6.7 Enterprise Compensation Management 508 16.6.8 Talent Management 510 16.6.9 E-Recruiting 511 16.7 Conclusion 512 17 SAP Strategic Enterprise Management 513 17.1 Basic Principles 513 17.1.1 Business Foundations 513 17.1.2 Problem Areas 514 17.2 SAP SEM System Modules 514 17.2.1 Business Planning and Simulation (SEM-BPS) 515 17.2.2 Business Consolidation (SEM-BCS) 515 17.2.3 Strategy Management (SEM-SM) 515 17.2.4 Performance Measurement (SEM-PM) 516 17.2.5 Stakeholder Relationship Management (SEM-SRM) 517 17.3 Relevance to Personnel Management 517 17.4 Conclusion 517 Appendices 519 A Infotypes in Personnel Planning and Development 521 B Reports in Organizational Management 537 C Authorization Objects 541 D BAdIs in the Appraisal and Objectives Component 543 E xplanations for Process Models 545 F Recommended Reading 549 G The Authors 551 Index 553

About the Author :
Richard Hassmann is the director of Hassmann-Consulting GmbH, a consulting firm that specializes in SAP ERP HCM within the AdManus Consulting Network. Richard Hassmann has more than 16 years of project experience with all modules of SAP ERP HCM. He implemented numerous requirements in the area of reporting in both national and international projects. In doing so, he used the standard tools of the SAP ERP system as well as those of SAP NetWeaver BI to implement numerous customerspecific reports and interfaces to many different external reporting tools. Christian Kramer has been working as department manager HR & Payroll Solutions for Media-Saturn IT Services GmbH (www.media-saturn.com) since mid-2008. Before this, he spent ten years working as a senior consultant, servicing customers in the field of SAP ERP HCM with a focus on E-Recruiting, Personnel Recruitment, Personnel Development, and Time Management. He has also carried out extensive projects on processoriented design for the implementation of SAP ERP HCM and gained experience in e-learning projects. Until mid-2008, he was a senior consultant at iProCon GmbH and a member of the AdManus management committee. Jens Richter is a graduate in business information systems and has worked as a consultant for iProCon GmbH (www.iprocon.de) since the end of 2006. He has served several clients in the field of SAP ERP HCM, focusing on Performance Management (MBO), E-Recruiting, Personnel Recruitment, and Personnel Development. Other areas of focus include ESS/MSS, Web Dynpro ABAP, and Workflow. Jens has also contributed to publications on the topic of Performance Management (MBO) in HR Expert.


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Product Details
  • ISBN-13: 9781592291878
  • Publisher: SAP Press
  • Publisher Imprint: SAP Press
  • Edition: New edition
  • Language: English
  • Returnable: N
  • Width: 175 mm
  • ISBN-10: 1592291872
  • Publisher Date: 30 Jan 2010
  • Binding: Hardback
  • Height: 228 mm
  • No of Pages: 564
  • Spine Width: 33 mm


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