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Personnel Planning and Development Using SAP ERP HCM, 2nd Edition

by: Richard Haßmann, Christian Krämer

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On-line Price: $93.95 (includes GST)

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Retail Price: $109.95

Publisher: SAP Press,31.12.09

Category: SAP Level:

ISBN: 1592291872
ISBN13: 9781592291878

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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.

Highlights


  * Basic Principles


              o Organizational Management


              o Role Concept


              o SAP Business Workflow


  * Talent Management


              o Skill Management


              o Appraisal and Objectives


              o SAP Learning Solution


              o SAP E-Recruiting


  * Personnel Planning and Analysis


              o Position and Quota Planning


              o Personnel Cost Planning


              o SAP NetWeaver BW

About the Author(s)

Richard Haßmann is the CEO of Haßmann-Consulting GmbH and has over 18 years of experience in the field of SAP ERP HCM. Christian Krämer is a Department Manager of HR & Payroll Solutions for Media-Saturn IT Services GmbH. Jens Richter is an SAP ERP HCM Consultant at iProCon GmbH.

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