1 Introduction

23

1.1 What This Book Will Cover

27

1.2 What This Book Does Not Cover

30

1.3 Systems Used to Describe the Configuration

30

1.4 Assumptions, Prerequisites, and Disclaimer

30

1.5 Standard Functionalities—Out of the Box Versus Alternatives

32

1.5.1 Standard Functionalities

32

1.5.2 Employee Self-Services (ESS)

33

1.5.3 Manager Self-Services (MSS)

33

1.5.4 Alternatives

34

1.5.5 Configuration through the SAP NetWeaver Development Studio (NWDS)

34

1.5.6 Configuration through the SAP NetWeaver Portal

34

1.5.7 Configuration through the Backend System

34

1.6 Enhancement Package Concept

35

2 SAP NetWeaver Portal

39

2.1 Web-Enabling HCM Self-Services through SAP NetWeaver Portal

40

2.1.1 System Patches

41

2.1.2 Functionalities Provided by SAP in the Standard Product

43

2.2 Introduction to Portal Objects: iViews, Pages, Worksets, and Roles

46

2.2.1 iViews

47

2.2.2 Pages

47

2.2.3 Worksets

48

2.2.4 Roles

48

2.3 Setting Up the Portal Content Directory

48

2.3.1 Linking Objects

49

2.3.2 Folders Setup

49

2.4 Object Properties

52

2.4.1 iViews

52

2.4.2 Pages

54

2.4.3 Worksets

57

2.4.4 Roles

58

2.5 Creating Quick Links

59

2.6 How to Transport Objects

59

2.6.1 Transporting with SAP NetWeaver Development Infrastructure (NWDI)

59

2.6.2 Transporting Manually

60

2.7 Portal Layout

61

2.8 Languages and Portal Translation

61

2.8.1 Language

62

2.8.2 Portal Translation

63

2.9 Work Protect Mode

67

2.10 Other Technical Considerations

68

2.10.1 Browser in Use

68

2.10.2 Business Server Pages (BSP) Activation

69

2.10.3 Portal Sizing

70

2.10.4 Population in Scope

71

2.10.5 Portal Help

71

2.10.6 Portal Troubleshooting and Debugging

71

2.10.7 Active Component Framework (ACF)

72

2.10.8 Internet Graphical Server (IGS)

73

2.10.9 Adobe Document Server (ADS)

73

2.10.10 Universal Worklist (UWL) Checklist

73

2.11 Conclusion

74

3 Backend Configuration

75

3.1 Homepage Framework

75

3.2 Object and Data Provider (OADP)

77

3.3 Internal Service Requests (ISR)

78

3.4 Homepage Framework Configuration

78

3.4.1 Preparing for Configuration

79

3.4.2 Implementation Guide Access

80

3.4.3 Define Resources

81

3.4.4 Define Headers and Area Group Pages

85

3.4.5 Define Areas

87

3.4.6 Define Subareas

91

3.4.7 Define Services

92

3.4.8 Mapping between SAP ERP and SAP NetWeaver Portal Configuration

102

3.5 Object and Data Provider (OADP) Configuration

103

3.5.1 Implementation Guide Access

103

3.5.2 Transfer Existing Customizing Settings

104

3.5.3 Object Provider

105

3.5.4 Data Provider

110

3.5.5 Define Organizational Structure Views

118

3.6 Internal Service Request (ISR) Configuration

120

3.6.1 Implementation Guide Access

120

3.6.2 Definition of Scenarios with Specific Customizing

120

3.6.3 HCM Processes and Forms

125

3.7 Conclusion

128

4 Background Information on Self-Services Configuration

129

4.1 Introduction to Employee Self-Services Configuration

129

4.1.1 Download Business Packages

129

4.1.2 From Internet Transaction Server (ITS) to Web Dynpro

130

4.1.3 Different Releases from Employee Self-Services

132

4.1.4 Past Configuration Options

133

4.1.5 Self-Services (New) Functionalities

134

4.1.6 Access to the Employee Self-Services Configuration

135

4.2 Introduction to Manager Self-Services Configuration

136

4.2.1 Download Business Packages

137

4.2.2 Manager Self-Services and the Enhancement Packages

138

4.2.3 Different Releases from Manager Self-Services

138

4.2.4 Access to the Manager Self-Services Configuration

141

5 Employee Self-Services Configuration

145

5.1 Address Book: Who’s Who

145

5.1.1 Selection and Output

146

5.1.2 Determine the Document Type

148

5.1.3 Maintain Settings

149

5.1.4 Refine Employee Search

150

5.1.5 Portal iView Who’s Who

151

5.2 Working Time: Leave Request

153

5.2.1 Processing Processes

153

5.2.2 Layout of the Web Application

163

5.2.3 Business Add-Ins (BAdIs)

168

5.3 Working Time: Team Calendar

169

5.3.1 Create Rule Groups

170

5.3.2 Specify Absences to Be Displayed

170

5.3.3 Specify Color Display of Absences

170

5.3.4 Select Employees

171

5.3.5 Define Layout of Team Calendar

172

5.3.6 BAdI: Control Processing of Leave Requests

173

5.4 Working Time: Time Accounts

173

5.4.1 Create Rule Groups

173

5.4.2 Specify Display of Absence Quotas

174

5.4.3 Specify Display of Attendance Quotas

174

5.4.4 Specify Calculation of Remaining Leave

174

5.4.5 Define Variant for Time Evaluation

175

5.4.6 Configure Output of Messages

176

5.4.7 Business Add-Ins (BAdIs)

176

5.5 Record Working Time

177

5.5.1 Set Up Data Entry Profiles

178

5.5.2 Define Field Selection

181

5.5.3 Select Allowed Absence Types

182

5.5.4 Record Working Time for Concurrent Employment

183

5.5.5 Approve Working Time

185

5.6 Working Time: Clock-In/Out Corrections

186

5.6.1 Processing Processes

187

5.6.2 Layout of the Web Application

202

5.6.3 Business Add-Ins (BAdIs)

210

5.7 Working Time: Time Statement

212

5.7.1 Enter the Name of HR Form for Time Statement

213

5.7.2 BAdI: Make Settings for Time Statement

214

5.8 Benefits and Payments: Semiretirement Simulation

215

5.8.1 Set Up a Semiretirement Model

216

5.8.2 Maintain Default Values for Semiretirement InfoType (Germany)

217

5.8.3 Enter Variant for Payroll Program

218

5.8.4 Enter HR Form Name

219

5.9 Benefits and Payment: Pension Rights Status

220

5.9.1 Maintain System Parameters

220

5.9.2 Statements

221

5.10 Benefits

238

5.10.1 Set Up ESS Parameters

238

5.10.2 Define URLs

239

5.10.3 Assign URLs to Benefit Plan Types

240

5.10.4 Assign URLs to Benefit Plans

241

5.10.5 Assign URLs to Investments

242

5.10.6 Implement Customer Enhancement for Estimating Contributions

243

5.10.7 Implement Customer Enhancement for Filling the Costs and Remarks

243

5.11 Salary Statement

244

5.12 Own Data

245

5.12.1 Background Information and Important Tables

245

5.12.2 Determine Active Subtypes and Make Settings

248

5.12.3 Reuse Country-Specific Applications

250

5.12.4 Change Default Start Date

250

5.12.5 Determine Fields for Business Cards on the Area Page

251

5.12.6 Foreign Address Settings

252

5.13 Additional Useful Information Regarding the Self-Services

255

5.13.1 Emergency Address

255

5.13.2 Country Field Set to Display Only

255

5.13.3 Delete Button Not Working in Self-Service

256

5.13.4 Additional Fields and Subtypes for the United States Family/Dependents InfoType

256

5.13.5 Multiple Data Record and Date Handling Enhancements

257

5.13.6 Past Date Handling

257

5.14 Career and Job

262

5.14.1 Qualification Catalog

262

5.14.2 Skills Profile

262

5.15 Equipment Overview

266

5.15.1 Edit Views

266

5.15.2 Specify the RFC Connection to the HCM System

267

5.15.3 Business Add-Ins

267

5.16 Travel Management

269

5.17 Company Information

269

5.18 Employee Self-Services User Exits

270

5.19 Alternatives and Additional Configuration

271

5.19.1 SAP NetWeaver Development Studio (NWDS)

272

5.19.2 Configuration as Alternative through SAP NetWeaver Development Studio (NWDS)

272

5.19.3 Configuration through Portal Personalization

274

5.20 Conclusion

277

6 Manager Self-Services Configuration

279

6.1 Object and Data Provider (OADP)

280

6.2 Working Time

280

6.2.1 Team Calendar

280

6.2.2 Attendance Overview

283

6.2.3 Approve Working Time

285

6.3 Employee Data

294

6.3.1 Define Wage Types for Annual Salary

294

6.3.2 Adjust Periods for Annual Salary

298

6.3.3 Filter Absence Records

298

6.4 Personnel Change Requests

298

6.4.1 SAP Recommendation

299

6.4.2 Define Employee Groupings

299

6.4.3 Define Change Request Types

300

6.4.4 Group Change Request Scenarios

301

6.4.5 Define Scenario Attributes

302

6.4.6 Define Reasons for Special Payments

302

6.4.7 Assign Wage Types to Special Payment Reasons

303

6.4.8 Set Up Workflows for Personnel Change Requests

304

6.4.9 Business Add-Ins

305

6.5 Recruitment

309

6.5.1 Overview of Manager Involvement in SAP E-Recruiting

309

6.5.2 Create an RFC Connection to the SAP E-Recruiting System

310

6.5.3 Assign SAP E-Recruiting System Names

310

6.6 Workforce Requirements

311

6.6.1 Table T77S0 Settings

311

6.6.2 BAdI: Transfer Planning Results to Accounting

312

6.7 Cost Center Monitor

312

6.7.1 Edit Administration Rules for Cost Center Variances

312

6.7.2 Edit Administration Rules for Cost Center Line Items

313

6.7.3 Execute Evaluations for Critical Cost Center Variances

314

6.7.4 Execute Evaluation for Cost Center Line Items

315

6.7.5 Delete Cost Center Line Items from the Display Set

316

6.7.6 Display Rules for Cost Center Variances per User

317

6.7.7 Display Rules for Cost Center Line Items per User

318

6.8 Internal Order Monitor

318

6.8.1 Edit Administration Rules for Order Variances

318

6.8.2 Edit Administration Rules for Order Line Items

319

6.8.3 Execute Evaluation for Critical Order Variances

320

6.8.4 Execute Evaluation for Order Line Items

321

6.8.5 Delete Order Line Items from the Display Set

322

6.8.6 Display Rules for Order Variances per User

323

6.8.7 Display Rules for Order Line Items per User

324

6.9 Profit Center Monitor

324

6.9.1 Edit Administration Rules for Profit Center Variances

324

6.9.2 Edit Administration Rules for Profit Center Line Items

325

6.9.3 Execute Evaluation for Critical Profit Center Variances

326

6.9.4 Execute Evaluation for Profit Center Line Items

327

6.9.5 Delete Profit Center Line Items from the Display Set

328

6.9.6 Display Rules for Profit Center Variances per User

329

6.9.7 Display Rules for Profit Center Line Items per User

330

6.10 Equipment Monitor

330

6.10.1 Edit Views

331

6.10.2 Specify the RFC Connection to the HCM System

333

6.10.3 Prepare Cost Determination

333

6.10.4 Execute Cost Determination

334

6.10.5 Business Add-Ins

335

6.11 Reporting

337

6.12 Internal Service Request (ISR)

337

6.13 Express Planning

338

6.13.1 Define Planning Scenario

338

6.13.2 Define Key Figure Prices

339

6.13.3 BAdI: Change Room Parameters

339

6.14 Employee Self-Services in Manager Self-Services

340

6.15 Performance Management: Objective Setting and Appraisal

341

6.15.1 Objective Setting and Appraisals without Enhancement Package 4

342

6.15.2 Objective Setting and Appraisals with Enhancement Package 4

345

6.16 Enterprise Compensation Management (ECM)

345

6.17 Additional Configuration

347

6.17.1 Generic iView for Lists

347

6.17.2 Internet Graphical Server (IGS)

349

6.17.3 Active Component Framework (ACF)

350

6.18 Conclusion

350

7 Reporting

351

7.1 Prerequisites

353

7.2 Report Types

353

7.3 Identifying the Technical Name of the Reports

354

7.3.1 HCM Reports Standard Naming Convention

354

7.3.2 A Quick Glance at the Standard HCM Reporting Offering

355

7.4 Payroll InfoTypes

356

7.4.1 Define Evaluation Wage Types

356

7.4.2 Assign Wage Types

357

7.4.3 Set Up Payroll InfoTypes

358

7.4.4 Set Up Assignment to Payroll

361

7.4.5 Program Fill Payroll InfoTypes (RPABRI00)

362

7.4.6 Access to Customer Payroll InfoType

364

7.4.7 Adding the Payroll InfoType into the Customer InfoSet

365

7.5 Manager Self-Services Configuration for Reporting

365

7.5.1 Manager Self-Services Powered by the Manager’s Desktop

366

7.5.2 Define Scenario-Specific Settings: Define Application Scenarios

367

7.5.3 Define Function Codes

368

7.5.4 Defining a Standard Report with a Function Code

370

7.5.5 Defining a SAP Query into a Function Code

371

7.5.6 Change the Description of Function Codes

373

7.5.7 Define the Structure of Function Codes

374

7.5.8 Homepage Framework Configuration

375

7.5.9 Adjusting iView Reporting Parameter Scenarios with Value ZMSS

377

7.5.10 Manager Self-Service Reporting Role

378

7.5.11 SAP NetWeaver Portal Alternative Configuration: Service Map iView

381

7.6 Integration Points

382

7.6.1 Integration with SAP NetWeaver Business Warehouse

382

7.6.2 Convert MDT Data to MSS Reporting Launch Pad

385

7.6.3 Employee Self-Services Who’s Who

386

7.6.4 Generic iView Template

386

7.6.5 InfoSets and Respective Switches

386

7.7 Authorization Consideration

388

7.7.1 Authorization Objects

388

7.7.2 Audit Reports

389

7.7.3 Log Report Starts

390

7.7.4 Data Tracking for Self-Services

391

7.7.5 Logged Changes in InfoType Data for Personnel Administration Data

399

7.7.6 Display Change Documents for Personnel Development Data

401

7.7.7 Event Linkage for Customer (Table T779X)

402

7.8 Additional Useful Reports

405

7.8.1 Repairing Data Sharing Inconsistencies (RPUFIXDS)

405

7.8.2 Find Inconsistencies in Time Constraints (RPUSCNTC)

408

7.8.3 Reconcile User Master with HR Master (ESS_USERCOMPARE)

409

7.8.4 Determine Approver (RPTREQAPPRCHK)

410

7.8.5 Personnel Numbers That Have to be Unlocked for Payroll Runs (HFIUCPL0)

411

7.8.6 Employee List (RPLMIT00)

412

7.8.7 InfoType Overview for Employee (RPLINFC0)

414

7.8.8 Converting SAPscript (OTF) or ABAP List Spool Jobs to PDF (RSTXPDFT4)

415

7.8.9 Test Process (RPASR_TEST_PROCESS_EXECUTION) for HR Forms

415

7.8.10 Test Program: Version Information (for Analysis Only) (FP_PDF_TEST_00)

415

7.9 Recommended Readings

416

7.10 Conclusion

416

8 Human Resources Administrator Role

419

8.1 Prerequisites

419

8.1.1 Enabling the Business Function

420

8.1.2 Authorization Objects for the HR Administrator Role

420

8.1.3 Human Capital Management Processes and Forms Assigned to the Administrator Role

420

8.2 User Interface

420

8.2.1 Logon

421

8.2.2 Employee Search

422

8.2.3 InfoType Maintenance

423

8.2.4 Reports

424

8.3 Access to the Administrator Role

425

8.3.1 Implementation Guide (IMG) Access

425

8.3.2 Portal Content Directory (PCD) Access

426

8.4 Configuration of the Administrator Role

427

8.4.1 Start Application for Processes and Determine Employee Groupings for Process Selection

428

8.4.2 Employee Data Maintenance

428

8.4.3 Set Up Reports

432

8.4.4 Delete Logs from the Application Log

440

8.4.5 Message Mapping

441

8.5 Conclusion

442

9 Workflow

443

9.1 Introduction

443

9.2 Basic Configuration

445

9.2.1 Prerequisites for Setting Up Workflow Processes

446

9.2.2 Configuring a Standard Workflow in a Human Capital Management Process

448

9.2.3 Adjusting the Customizing Configuration

453

9.2.4 Refreshing the Organizational Buffer

454

9.2.5 Receiving the Workflow Notification

455

9.3 Configuring a Substitution Rule

457

9.3.1 Substitution Rule through Workflow Agent Determination

457

9.3.2 Substitution Rule through the Organizational Assignment

458

9.3.3 Substitution Rule through the Business Workplace

458

9.3.4 Substitution Rule through the Universal Worklist

459

9.4 Troubleshooting

461

9.4.1 Standard Reports for Troubleshooting

461

9.4.2 Some Tips for Troubleshooting (Cheat Sheet)

463

9.5 Conclusion

465

10 User Management

467

10.1 User Management Engine (UME)

467

10.2 Lightweight Directory Access Protocol (LDAP)

468

10.3 SAP UserIDs

469

10.3.1 SAP UserID Definition

469

10.3.2 SAP UserID Attributes

469

10.3.3 SAP UserID Parameters

470

10.3.4 SAP UserID Mapping with Personnel Numbers

473

10.4 Portal UserIDs

474

10.4.1 Portal UserID Attributes

474

10.4.2 Portal User Groups

476

10.4.3 Lock Entries

477

10.5 Single Sign-On (SSO)

480

10.6 Conclusion

481

11 Authorizations

483

11.1 Prerequisites

483

11.1.1 Authorization Compliance

483

11.1.2 Legal Compliance

484

11.2 System Landscape Overview

485

11.3 SAP Notes

486

11.4 Backend Roles and Profiles

487

11.4.1 Authorization Profile for Employee Self-Services (ESS)

487

11.4.2 Authorization Profile for Manager Self-Services (MSS)

493

11.4.3 Authorizations Objects Involved

498

11.4.4 Role for Technical Users

499

11.4.5 Roles for Regular Users

499

11.4.6 Central User Administration (CUA)

500

11.4.7 InfoType Communication

502

11.4.8 Troubleshooting Authorizations

508

11.4.9 Standard Authorization Reporting

512

11.4.10 Portal Permissions

513

11.5 Conclusion

520

Appendices

525

A Appendices

525

A.1 Acronyms

525

A.2 SAP Notes

528

A.3 Transactions Cheat Sheet

539

A.4 Tables Cheat Sheet

540

A.5 Programs Cheat Sheet

542

A.6 Enhancement Package Checklist

543

A.7 Troubleshooting Guide

544

A.8 Recommended SAP Standard Courses

549

A.9 Recommended Readings

550

A.10 Social Media

552

A.11 SAP Communities

554

A.12 Recommended Events

556

A.13 Bibliography

557

B The Author

559