1 Goal of this Book

17

1.1 Scope of the Content

17

1.2 Release Names

18

1.3 Target Groups

19

1.4 Working with this Book

19

1.5 New in this Edition

20

2 Overview of SAP ERP HCM

23

2.1 Incorporation of HCM into SAP ERP and SAP Business Suite

23

2.2 Components of Personnel Management with the SAP System

26

2.2.1 Components of Personnel Management in SAP R/3 Enterprise

27

2.2.2 Structure of SAP ERP HCM

28

2.2.3 A Basis for Other Processes in this Book

29

2.3 Roles in SAP ERP HCM

30

2.3.1 General Remarks

30

2.3.2 Selected Roles in SAP ERP HCM

32

2.3.3 Critical Success Factors

33

2.4 ESS/MSS and the Portal

34

2.4.1 ESS with SAP

36

2.4.2 Web Architecture

36

2.4.3 SSO in the New ESS

42

2.4.4 Authorizations in the Portal

43

2.4.5 ESS

44

2.4.6 MSS

45

2.4.7 Critical Success Factors for the Use of Portal Applications

47

2.5 Manager’s Desktop

47

2.5.1 The User Interface

48

2.5.2 Adjustment Options

49

2.5.3 Critical Success Factors

58

3 SAP ERP HCM Projects

61

3.1 Structure of an SAP ERP HCM Project

61

3.1.1 Project Scope

61

3.1.2 Project Phases (ASAP)

64

3.1.3 General Project Management

68

3.2 Tools

68

3.2.1 SAP Solution Manager

68

3.2.2 Process Modeling

70

3.2.3 Implementation Guide (IMG)

72

3.3 Critical Success Factors

73

4 Personnel Administration

75

4.1 Business Principles

75

4.1.1 Organizational Structures in the Personnel Area

75

4.1.2 HR Master Data and Work Processes

77

4.1.3 Legal Principles

79

4.1.4 A Basis for Other Personnel Management Processes

80

4.1.5 Companywide Integration of HR Data

82

4.2 The SAP ERP HCM Concept

85

4.2.1 Personnel Numbers

86

4.2.2 Infotype Concept

92

4.2.3 Data Maintenance in Infotypes

95

4.2.4 System Adjustments in Master Data Maintenance

104

4.2.5 Structures in Personnel Administration

116

4.3 Selected Infotypes for Personnel Administration

125

4.3.1 Infotype 0000 (Actions)

125

4.3.2 Infotype 0001 (Organizational Assignment)

125

4.3.3 Infotype 0002 (Personal Data)

130

4.3.4 Infotype 0006 (Address)

132

4.3.5 Infotype 0008 (Basic Pay)

134

4.3.6 Infotype 0019 (Monitoring of Tasks)

136

4.3.7 Infotype 0027 (Cost Distribution)

138

4.3.8 Infotype 0011 (External Transfers)

139

4.3.9 Infotype 0022 (Education)

140

4.3.10 Infotype 0077 (Additional Personal Data)

143

4.3.11 Infotype 0094 (Residence Status)

144

4.3.12 Infotypes for U.S. Employee Tax Information

145

4.4 Actions in Personnel Administration

145

4.4.1 Personnel Actions

146

4.4.2 Dynamic Actions

158

4.4.3 Business Workflow in the HCM System

163

4.4.4 Procedures in SAP NetWeaver Portal

167

4.5 Process Examples

168

4.5.1 Hiring an Employee

168

4.5.2 Decentralized Use of Personnel Data

171

4.5.3 Managing Expatriates

180

4.5.4 Data Maintenance in ESS

184

4.5.5 Access to HR Master Data by Managers

186

4.5.6 HR Business Partner: Support for the Decentralized Personnel Administration

189

4.5.7 HR Shared Service with the EIC

191

4.6 Critical Success Factors

193

5 Organizational Management in SAP ERP HCM

195

5.1 Classification in the Overall System and in SAP ERP HCM

195

5.1.1 Importance for Personnel Administration

195

5.1.2 Importance of Personnel Planning and Development

196

5.1.3 Importance of the Decentralized Use of HCM

197

5.1.4 Importance of ECC in General

197

5.2 Structure of Organizational Management

197

5.2.1 The Plan Version

197

5.2.2 Objects, Relationships, and Infotypes

198

5.2.3 Selected Object Types

199

5.2.4 Selected Infotypes

200

5.2.5 Designing the Organizational Structure

203

5.2.6 Integration with Personnel Administration

206

5.3 Critical Success Factors

207

6 E-Recruiting

211

6.1 Business Principles

211

6.1.1 Goals of the Recruitment Process

211

6.1.2 Recruitment Media

212

6.1.3 Managing the Application Process

215

6.1.4 Applicant Selection

217

6.1.5 Recruitment Controlling

218

6.1.6 Internet Recruiting

220

6.2 Specific Features of E-Recruiting

221

6.2.1 War for Talent

221

6.2.2 Sourcing and Retention

221

6.2.3 Controlling Recruitment Processes

222

6.2.4 Processes and Organization

223

6.2.5 Recruitment Service Providing

224

6.2.6 Technology

224

6.3 The Process in SAP ERP HCM

225

6.3.1 Overview

225

6.3.2 Processes and Roles

227

6.3.3 Requisitions

229

6.3.4 Process Templates

233

6.3.5 Questionnaires

235

6.3.6 Further Important Terms

242

6.4 Roles in SAP E-Recruiting

244

6.4.1 The External Candidate

245

6.4.2 The Internal Candidate

257

6.4.3 The Manager

258

6.4.4 The Recruiter

260

6.4.5 The Administrator

266

6.4.6 Succession Planner

266

6.5 Customizing and Technology

267

6.5.1 Technical Settings

267

6.5.2 Basic Settings

268

6.5.3 Talent Warehouse

269

6.5.4 Applicant Tracking

270

6.5.5 Activities

271

6.5.6 Questionnaires

273

6.5.7 Requisition Management

274

6.5.8 Further Technical Issues

274

6.6 Critical Success Factors

275

7 Traditional Recruitment

277

7.1 The SAP ERP HCM Concept

277

7.1.1 Integration in the Organizational Structure

277

7.1.2 Media and Instruments

279

7.1.3 Applicant Master Data

282

7.1.4 Status, Actions, and Processes

288

7.1.5 Controlling the Work Flow and Correspondence

298

7.1.6 Reporting

304

7.1.7 Integration with the Internet

306

7.2 Process Examples

306

7.2.1 Advertisement

308

7.2.2 Receipt of Application

308

7.2.3 Single-Level Selection Procedure

311

7.2.4 Contract Creation

312

7.3 Critical Success Factors

312

8 Time Management

315

8.1 Business Principles

315

8.1.1 Objectives of Time Management

316

8.1.2 Forms of Time Recording

318

8.1.3 Legal Principles

320

8.1.4 Concepts of Flexible Working Hours Policy

320

8.2 Design in the SAP System

322

8.2.1 Structures in Time Management

323

8.2.2 Public-Holiday Calendar

324

8.2.3 Concept Explanations for Time Management

325

8.2.4 Work Schedules

331

8.2.5 Time Data Entry

339

8.2.6 Connecting Time Clocks

368

8.2.7 Time Evaluation

374

8.2.8 Incentive Wage

382

8.2.9 Reporting in Time Management

389

8.2.10 Integration Aspects

390

8.3 Time Manager’s Workplace (TMW)

392

8.3.1 Application and Functionalities

392

8.3.2 Customizing

397

8.3.3 Amended Delivery as of R/3 Enterprise

408

8.4 Calendar View in the TMW

408

8.4.1 Calendar Types

408

8.4.2 Functional Span

409

8.4.3 Processing Time Data

410

8.4.4 Customizing

411

8.5 Process Examples

415

8.5.1 Flextime Model with Traffic Lights

415

8.5.2 Part-Time Model

419

8.5.3 Life-Working-Time Accounts

420

8.5.4 Self-Service Processes in Time Management

425

8.6 Critical Success Factors

430

9 Payroll

433

9.1 Business Principles

433

9.1.1 Basic Forms of Remuneration

433

9.1.2 Influencing Variables of Gross Payroll

435

9.1.3 Net Payroll

436

9.2 Payroll Concepts in SAP ERP HCM

437

9.2.1 Structures for Remuneration Calculation

437

9.2.2 Payroll Principles

438

9.2.3 Payroll Process

452

9.2.4 HR Process Workbench

475

9.2.5 The Payroll Calculation

477

9.3 Process Examples

494

9.3.1 Off-Cycle Workbench

494

9.3.2 Samples of Personnel Calculation Rules

498

9.4 Critical Success Factors

505

10 Benefits Administration

507

10.1 Business Principles

507

10.2 Implementation in SAP ERP HR

508

10.2.1 Basic Conceptions

509

10.2.2 Benefit Plans

511

10.2.3 Master Data

516

10.2.4 Enrollment

519

10.2.5 Miscellaneous

523

10.2.6 U.S.-Specific Benefits

530

10.3 Critical Success Factors

534

11 HR Reporting

535

11.1 Business Principles

535

11.1.1 Categorization of Personnel Reports

536

11.1.2 Requirements for Setting Up Reporting

537

11.1.3 Time Line for Reporting Data

538

11.1.4 Counting Method

541

11.1.5 Special Case for Turnover Statistics

541

11.2 Implementation in SAP ERP HCM

543

11.2.1 Structures in HR Reporting

543

11.2.2 Tools for HR Reporting

544

11.2.3 Standard Reports

548

11.2.4 SAP Query

555

11.2.5 Ad Hoc Query

556

11.2.6 Programming Customer-Specific Reports

559

11.2.7 HIS

560

11.2.8 Limits of HCM Reporting

560

11.3 Process Example: Company-Specific Reporting Concept

562

11.4 Critical Success Factors

565

12 Quality Assurance/Internal Control System

567

12.1 Quality in Software Projects

567

12.2 Cross-Process Quality Aspects in SAP ERP HCM

569

12.2.1 Structured Procedure

569

12.2.2 Documentation and Customizing

570

12.2.3 Clear and Transparent Customizing

571

12.2.4 Test Concept

573

12.2.5 Authorization Concept

575

12.2.6 Decentralized Use of the System

577

12.2.7 Setting Up Your QM Project

578

12.2.8 Auditing tools

580

12.3 Quality Management in Specific Processes

582

12.3.1 QA in Organizational Management

582

12.3.2 QA in Recruitment

583

12.3.3 QA in Personnel Administration

584

12.3.4 QA in Time Management

586

12.3.5 QA in Payroll

591

12.3.6 QA in Pension Scheme

592

12.3.7 QA in Reporting

593

12.4 Set up of an Internal Control System

594

12.4.1 Integration of Processes Outside the System

594

12.4.2 Merging all the Elements to Build an Internal Control System

594

12.5 Critical Success Factors

595

13 Integration with Personnel Planning

597

13.1 General Remarks on Integration

597

13.1.1 Organizational Management

598

13.1.2 Training and Event Management

598

13.1.3 Personnel Development

598

13.1.4 Compensation Management/Cost Planning

599

13.1.5 Performance Management

599

13.1.6 Workforce Planning/Shift Planning

600

13.1.7 Cross-Component Aspects

600

D Recommended Reading

651

D.1 Web Sites

652