Understand Your SAP HR and Payroll Reporting Options In A Cloud, On-Premise and Hybrid World

Transcription

1 Understand Your SAP HR and Payroll Reporting Options In A Cloud, On-Premise and Hybrid World SpinifexIT Webinar Danielle Larocca, SpinifexIT Copyright 2014 SpinifexIT Pty Ltd.

2 Questions How to submit a question Please use the QuesAons feature in the GotoWebinar control panel on the side of your screen to enter your quesaon. QuesAons will be read and answered by the speaker in the order in which they are received.

3 About SpinifexIT GLOBAL OFFICE LOCATIONS: Melbourne, Atlanta, and London MISSION: To empower SAP HR and Payroll users by offering innovaave, user- friendly sorware and services that: Improve strategic decision making Enhance reporang and analysis Eliminate manual processes Reduce payroll support efforts Protect data integrity Simplify payroll and tax reconciliaaon

4 Easy Reporter Easy Documents Easy Help Desk Easy Real-Time Information Easy Clone Easy Pension Auto Enrolment Comprehensive, real- Ame reporang soluaon for SAP HR and Payroll Real- Ame employee document and correspondence creaaon inside SAP Reduce resoluaon Ame of even the most complex employee payroll queries Reports and tools to make compliance with UK HMRC RTI regulaaons faster and easier Quickly and securely copy and scramble HR and payroll data between SAP systems Easily produce all requisite employee correspondence and documents for PAE compliance Overview of SpinifexIT Solutions

5 Understanding the increasingly complex SAP HCM Landscape: On- Premise vs. Cloud vs. Hybrid 5

6 Understand the Reporting Options Available for On-Premise, Cloud, Hybrid, Etc. The SAP landscape for HCM is quite complex, and there are many new terms that may be confusing, including: Cloud vs. On- Premise vs. Hybrid SuccessFactors and Workforce AnalyAcs Business Warehouse (BW) HANA SoRware- as- a- Service (SaaS) SAP s On- Demand SoluAons Employee Central Let s start with a discussion of the landscape and where each of these items fits

7 What Tools to Use for Reporting in HCM 3 Plaborms (Cloud, Hybrid, On- premise) 3 Report Types (AnalyAcal, TransacAonal/OperaAonal) 2 Timing OpAons (Real- Time or Offline) Over a Dozen Report Tools (BW, Ad Hoc Query, SF Workforce AnalyAcs) Report Accessibility opaons (Portal, ESS, MSS, Mobile)

8 On-Premise and Cloud On- Premise Any technology that is locally installed on hardware that resides in your physical locaaon. Example: Microso< Windows Cloud Any technology that does not require a local installaaon and is accessible via any PC that has access to the Internet. Example: Gmail

9 History SAP Used to be purely an On- Premise soluaon for all HCM modules In December 2011, SAP acquired SuccessFactors, whose sorware was largely designed on a Cloud or SaaS (SoRware- as- a- Service) plaborm

10 What SAP Offered Before the SuccessFactors Acquisition On- Premise SAP Modules Personnel AdministraFon OrganizaFonal Management Payroll Benefits Time & AJendance Management E- RecruiFng E- Learning Performance Management CompensaFon, etc.

11 What SAP Offered Immediatley After the Acquisition On- Premise SAP Modules Personnel AdministraFon OrganizaFonal Management Payroll Benefits Time & AJendance Management Cloud SuccessFactors Modules ENTERPRISE EDITION RecruiFng Onboarding Learning Performance & Goals CompensaFon Succession & Development On- Premise E- Recrui/ng On- Premise E- Learning On- Premise Performance Management On- Premise Compensa/on, etc. The old specialty SAP modules were replaced by new SuccessFactors modules. In SAP, these are now called On-Premise Talent Management Solutions which SAP will support until Year 2020.

12 Where It Is Today On- Premise SAP ERP HCM Modules: Personnel AdministraAon Org. Management Payroll Benefits Time & Ajendance Mgmt Etc. Cloud SuccessFactors Modules: ENTERPRISE EDITION RecruiAng Onboarding Learning Performance & Goals CompensaAon Succession & Development * Employee Central ** Employee Central Payroll * Employee Central is the new face of SAP HCM that allows users to view, maintain audit and report on SAP HCM data. ** Employee Central Payroll is currently a hosted payroll soluaon in development

13 A Common Deployment Today = Hybrid + = On- Premise Cloud Hybrid SAP ERP HCM Modules: Personnel AdministraAon Org. Management Payroll Benefits Time & Ajendance Mgmt Etc. SuccessFactors Modules: ENTERPRISE EDITION RecruiAng Onboarding Learning Performance & Goals CompensaAon Succession & Development * Employee Central ** Employee Central Payroll

14 Hybrid Deployment Trends Some customers are keeping their core SAP modules (HR, Payroll, Benefits, etc.) on- premise and are moving talent management modules (such as Recruitment, Succession Planning, etc.) to SuccessFactors SAP is working toward a cloud- based payroll soluaon that integrates with Employee Central in SuccessFactors. Many companies we talk to plan to conanue to keep their core data or their SAP payroll data on- premise for the Ame being

15 Looking at the ReporFng OpFons 15

16 SAP ERP HCM Tools Available for Reporting On- Premise Cloud Offline 1. SAP Standard/HIS 2. Custom ABAP 3. Query Tools (Ad Hoc, etc.) 4. Wage Type Reporter 5. PCPO 6. SE16, SE16N 7. Quick Viewer 8. Third- Party SoluFons 9. SF Workforce AnalyFcs 10. SF Workforce Planning 11. Business Warehouse (BW) 12. Microsoc Excel 13. Microsoc Access 14. Third- Party SoluFons

17 Looking at the Tools On-Premise Solutions On- Premise 1. SAP Standard/HIS 2. Custom ABAP 3. Query Tools (Ad Hoc, etc.) 4. Wage Type Reporter 5. PCP0 6. SE16, SE16N 7. Quick Viewer 8. Third- Party SoluFons On- Premise soluaons are used in the local SAP system There are pros and cons with each soluaon, as noted on the following slides

18 1A. SAP Standard Canned Reports SAP delivers hundreds of standard reports for the Human Capital Management module You can find them via General Report SelecAon navigaaon on the SAP Easy Access Menu Each funcaonal area in SAP ERP HCM is listed by module and all of the available standard reports are included there

19 1B. HIS (HR Information System) A visual object- based tool that allows you to look at hierarchical data in your SAP system Not useful for printed reports in most cases, but allows for drilldown, on- screen viewing Also available in other modules, including: Sales InformaAon System Purchasing InformaAon System Inventory Controlling Shop Floor InformaAon System Plant Maintenance InformaAon System

20 2. Custom-Coded Reports (ABAP, SAPScript, etc.) Any report developed that requires a trained programmer to insert code into SAP to collect informaaon, design output, and produce a report Every company has at least a handful of custom- coded reports Created from scratch Sample code from ABAP report at right

21 3. Query Tools There are a couple of SAP pre- delivered, Query- based tools that can be used for reporang, including: SAP Query Ad Hoc Query (known as InfoSet Query in modules other than HCM)

22 What s New with the Query Tools for SAP ERP HCM? Zip Nada Nothing The tools have not been enhanced since version 4.6 No new funcaonality planned SAP s current commitment is for analyacs and to further develop SuccessFactors reporang soluaons, not transacaonal reporang Large numbers of exisang SAP Notes with both Ad Hoc Query and SAP Query (see next slide)

23 492 Existing SAP Notes for Ad Hoc Query (Number was 456 in December 2011) Source: SAP.com 12/11/2013

24 SAP Query (Transaction Code SQ01) Report wriang tool that you can use to create reports for basic Master Data that is present on core infotype in SAP ERP HCM Offers a range of ways to define output and create different types of reports, such as basic lists, staasacs, and ranked lists

25 Ad Hoc Query (Also Known as InfoSet Query) Simple, quick, one- Ame look- up uality for fast access to basic data Quick and dirty uality to access counts and simple basic lists Limited funcaonality, but easy to use for a one- Ame look up of data

26 SAP Query vs. Ad Hoc Query SAP Query Robust, non- technical tool for basic, stafsfcal, and ranked lists Robust, non- technical tool for basic, stafsfcal, and ranked lists Graphical or Standard format Robust reports including subtotals, sorts, colors, graphics, and calculafons that can be scheduled Hundreds of SAP Notes logged Ad Hoc Query Single use look up uflity Basic end- user tool with a single- screen WYSIWYG approach Standard format Basic lists only Hundreds of SAP Notes logged Can be linked to transacfon codes, MSS, , etc. Designed as a report creafon tool No new development planned Have to be converted from an Ad Hoc Query to an SAP Query in order for addifonal use Designed with basic users in mind (like an SE16 table look- up) No new development planned

27 4. Wage Type Reporter TransacAon Code PC00_M99_CLGA09 Evaluates wage types from the payroll results for a selected period This is data from tables RT (Results Table) and WPBP (Work Place Basic Pay) for the payroll results. Other tables and data from Infotypes are not evaluated Tax Reporter

28 5. PCP0 View Posting Documents TransacAon Code PCP0 The PCP0 (Process posang run) TCode provides an overview of all documents created during the posang run The standard variant for the display of posang runs filters via the status of the posang runs and only displays such runs whose status is in some way Open

29 6A. SE16 General Table Display TransacAon Code SE16 Direct single table reads No security Development Tool not intended to be ualized as a general purpose table query tool for all users Basis Workbench UAliAes

30 6B. SE16N Data Browser TransacAon Code 16N Direct single table reads launched as part of SAP Enjoy! (preuer format) No security Development tool that s not intended to be used as a general purpose table query tool for all users General Table Display CO Controlling

31 7. Quick Viewer Another look- up uality for fast access to basic data Create WYSIWYG views of data called QuickViews QuickViews are not reports that can be exchanged among users You can convert QuickViews to reports to be used with SAP Query

32 8. Third-Party Tools (Real-Time Inside SAP) This slide is limited to On- Premise SoluAons only Third- party tools provide real- Ame reporang in SAP No extra consideraaons for security No addiaonal hardware or user licenses Built in naave SAP language (ABAP) SpinifexIT Easy Reporter is the only SAP cerffied real- Ame soluaon! That ceraficaaon is a big deal.

33 SpinifexIT Easy Reporter

34 SpinifexIT Easy Reporter Real- Ame reporang in SAP using an SAP cerafied soluaon built- in ABAP Access to HCM data including Master Data, Payroll Results, Finance PosAngs, Time Clusters, Tax Reporter, CATSB, Benefits data including dependent data and enrollment costs, Audit logs, PA and Org Management combined and more Ability to create spreadsheet like formulas directly in your reports so no outside manipulaaon in Excel is required Comes equipped with over 150 pre- delivered reports Can install and be running in one day, (single transport) Ease of use will drive immediate value to your organizaaon The Fast and Easy way to create reports in SAP HR/Payroll

35 Looking at the Tools Cloud Solutions Cloud 9. SF Workforce AnalyFcs 10. SF Workforce Planning These two modules are part of SuccessFactors HR AnalyAcs or Metrics HR Metrics: Drive fact- based business decisions with powerful workforce insights

36 9. SuccessFactors Workforce Analytics Workforce AnalyAcs improves decision making by helping companies find answers to key quesaons about workforce challenges and provides guidance to help solve them. Answers that can help drive successful workforce iniaaaves. Core focus on summary- based reporang

37 SuccessFactors Workforce Analytics Cuung edge Standardized metrics Benchmarking programs Robust visualizaaon Advanced analyacal tools Integrated BizX Suite and BizX Mobile Not specifically designed for payroll/ame reporang or for transacaonal/ operaaonal reporang Data may not be real- Ame Note: The first phase of any Workforce AnalyAcs implementaaon begins with the Core Workforce & Mobility Metrics Pack, which takes between three and four months to complete. This includes the creaaon, development and maintenance of mulaple interfaces from on- premise SAP to SuccessFactors.

38 10. SuccessFactors Workforce Planning Built for business execuaon, enables what- if scenario planning and analysis Data modeling and simulaaon Trending, forecasang AnalyAc summary- based reporang

39 Understanding the Landscape Cloud Workforce AnalyAcs Recruiting Onboarding Learning Performance & Goals Compensation Succession & Development Cloud Payroll (TBD) Self-Service MSS ESS Employee Central Data Warehouse Business Warehouse (BW) On-Premise SAP Personnel Administration, Payroll, Org Management, Benefits, On-Premise Talent Management, etc. Database Layer Oracle DB2 SQL HANA

40 Understanding the Landscape Today Data must be fed from On- Premise to support other soluaons Business Warehouse (BW) MSS ESS Recruiting Onboarding Learning Performance & Goals Compensation Succession & Development Employee Central On-Premise SAP Personnel Administration, Payroll, Org Management, Benefits, On-Premise Talent Management, etc. Database Layer Oracle DB2 SQL HANA

41 Looking at the Tools Offline Solutions Offline 11. Business Warehouse (BW) 12. Microsoc Excel 13. Microsoc Access 14. Third- Party SoluFons Offline SoluAons contain any soluaons that run outside of SAP or outside of SuccessFactors There are pros and cons with each soluaon, as noted on the following slides

42 11. Business Warehouse (BW) Not embedded in SAP ERP, rather a data warehouse repository that can house data from all of your SAP modules for non- real- Ame reporang A separately installed SAP product that is a pre- configured integrated repository that summarizes data from SAP ERP plus external sources into a management- level strategic database

43 12,13. Microsoft Excel and Microsoft Access A separately purchased, licensed, and installed soluaon available to communicate with your SAP soluaon EssenAally, you are taking your data from SAP and placing it into another system for reporang SAP security may be circumvented Data is now outside of SAP and not real- Ame Requires its own security consideraaons Requires a separate effort to extract and manipulate each Ame it is needed

44 14. Third-Party Tools (Outside SAP) There are a handful of vendors offering soluaons for third- party reporang soluaons outside SAP

45 The Biggest Challenge for SAP HR & Payroll 45

46 Biggest SAP HCM Business Challenge The largest challenge for SAP ERP HCM customers is that mulaple tools are required to report on core HR and Payroll data (Payroll, OM, Benefits, Time, etc.) ORen this data is collected via mulaple tools and consolidated offline. Besides being a considerable waste of Ame, resources and money it also poses both security and data integrity risks

47 Why So Many Tools for On Premise? Core SAP HCM Modules Master Data AdministraAon ReporFng SoluFons and UFliFes Pre- delivered reports Benefits Management Custom ABAP/SAP Script Org Management Ad hoc Query / SAP Query Time & Ajendance HIS Payroll Data QuickViewer Tax Data Payroll Recon Report Financial PosAngs Wage Type or Tax Reporter Concurrent Employment PCP0

48 The Biggest Reporting Challenge Ocen Fmes, data taken from mulfple systems has to be manually consolidated and manipulated in an outside system to produce reports MicrosoR Excel

49 SAP HR/Payroll Reporting With Easy Reporter Type of Data ReporAng SoluAon Master Data AdministraAon Benefits Management Org Management Time & Ajendance Payroll Data Tax Data Financial PosAngs Concurrent Employment

50 Solving the Business Challenge You no longer have to use mulaple tools to access SAP HCM data You no longer have to download data and manipulate it in an outside applicaaon like MicrosoR Excel or Access You no longer risk losing the security of the data once you take it outside of SAP You do not need technical or coding or ABAP skills to get the data you need. It is a simple drag and drop

51 Easy Reporter Overview Key Features REAL- TIME HR & PAYROLL REPORTING EASILY CREATE & DISTRIBUTE INTERFACE FILES PERFORM ADVANCED CALCULATIONS ACCESS REPORTS VIA SELF- SERVICE PORTALS Easy Reporter is a powerful, yet easy-touse reporting solution for SAP HR/Payroll. The drag-and-drop interface makes Easy Reporter accessible to users of all levels and skills. Programming knowledge is not required. Easy Reporter has SAP-certified integration SCHEDULE AND DISTRIBUTE REPORTS OVER 150 PRE- DELIVERED REPORTS

52 Who Uses Easy Reporter? HUMAN RESOURCES OrganizaAonal Reports AcAon Reports (Hires & Terms) Trend Reports On- boarding Reports Headcount Reports ExecuAve Summary/Blue Book Management ReporAng BENEFITS & COMP. Benefit Plans & Cost Reports Dependent Reports Benefits & Payroll (deducaon) Reports Vendor Interfaces ParAcipaAon Reports A FEW EXAMPLES PAYROLL Pay- to- Pay Comparisons Retro ReporAng OverAme Trend Reports Wage Type Recon Reports Finance/Payroll Recon Reports Union Payroll Reports HR SERVICE CENTER Infotype Audit ReporAng Compliance Monitoring Quota & Time Reports Employee Detail Reports

53 Join the Conversation Danielle Larocca, "Understanding the SAP ERP HCM ReporFng Landscape Today and in the Future" SAPExperts May 26, 2014 hjp://sapexperts.wispubs.com/hr/aracles/understanding- the- SAP- ERP- HCM- ReporAng- Landscape- Today- and- in- the- Future? id=2882ee fe8b4e49ac3#.u7quwbemwu4 Kouros Behzad, SuccessFactors Workforce AnalyFcs or SAP Business Intelligence for Human Resources (SCN, May 2013). hjp://scn.sap.com/community/erp/hcm/blog/2013/05/11/successfactors- workforce- analyacs- or- sap- business- intelligence- for- human- resources Cloud CompuFng and SaaS Not the Same Thing (EvriChart blog). compuang- and- saas- not- the- same- thing/ Jean- Bernard Rolland, What is a cloud and on premise hybrid solufon by SAP? (SCN, October 2012). Lays- down- the- AnalyAcs- Gauntlet- - Acquires- Inform- (InfoHRM).aspx Josh Bersin, SuccessFactors Lays down the AnalyFcs Gauntlet: Acquires Inform (InfoHRM) (Bersin by DeloiJe blog, February 2010). hjp://scn.sap.com/community/erp/hcm/blog/2012/10/01/what- is- a- cloud- and- on- premise- hybrid- soluaon- by- sap Joerg Nalik, OnDemand to OnPremise ConnecFvity for SAP Cloud SoluFon IntegraFon (SCN, October 2012). hjp://scn.sap.com/people/joerg.nalik/blog/2012/10/15/ondemand- to- onpremise- connecavity- for- sap- cloud- soluaon- integraaon Josh Bersin, Big Data in Human Resources: A World of Haves and Have- Nots (Forbes, October 2013). data- in- human- resources- a- world- of- haves- and- have- nots/ Josh Bersin, Big Data in Human Resources: Talent AnalyFcs Comes of Age (Forbes, February 2013). in- human- resources- talent- analyacs- comes- of- age/ Overview of SuccessFactors Workforce AnalyFcs suite/hr- analyacs- cloud/workforce- analyacs.html

54 Questions How to submit a question Please use the QuesAons feature in the GotoWebinar control panel on the side of your screen to enter your quesaon. QuesAons will be read and answered by the speaker in the order in which they are received.

55 ? QUESTIONS & ANSWERS 55

56 CONTACT INFORMATION THANK YOU! Telephone: North America: Australia: UK/EMEA: +44 (0) info@spinifexit.com TODAY S SPEAKERS AJ WHALEN ajwhalen@spinifexit.com DANIELLE LAROCCA dlarocca@spinifexit.com FOLLOW US ONLINE Website LinkedIn TwiJer Facebook