Human Capital Management (HCM) Case Study

Transcription

1 Human Capital Management (HCM) Case Study This case study explains a human capital management process using organizational management and personnel administration. Product SAP ERP G.B.I. Release 6.0 EhP4 Level Undergraduate Graduate Beginner Focus HCM Authors Claudia Kroliczek Mark Lehmann Stefan Weidner Version 2.11 MOTIVATION This case study represents an introduction to human resource related organizational management and personnel administration in a human resource management system on the basis of the HCM (Human Capital Management) module of an SAP ERP G.B.I. 6.0 system. Hence, the case study is addressed to SAP HCM first-time users. As previous knowledge, basic principles of ERP as well as navigation fundamentals in an SAP ERP system are required In the scenario s context of the HCM case study, a new department in the GBI company is created. Three positions are defined within the new department, from which two are assigned to employees in the course of the case study. PREREQUISITES Before you use this case study, you should be familiar with navigation in the SAP system. In order to successfully work through this case study, it is not necessary to have finished the HCM exercises (HCM 1 through HCM 6). However, it is recommended. NOTES This case study uses the Global Bike Inc. (G.B.I.) data set, which has been created exclusively for SAP UA global curricula. SAP AG Page 1

2 Process Overview Learning Objective Understand and perform a Human Resource process. Time 40 Min Scenario In the U.S. Global Bike Company, a new security department will be equipped with first three positions. The first position is also head of the new organizational unit. The other positions are set up for a security guard and a security manager. For two positions, qualifies employees were found. You, as an employee in Human Resources are responsible for maintaining the data of the new employees in the system. To ensure that the head of the new department receives his or her reward at the end of the month, you maintain the personnel master record accordingly. In the course of double-checking, you make sure that all changes are also included in organizational management. Employees involved Marco Romero (Recruiting Officer) Sang Cha (Personnel Administration Officer) You start the process with the creation of three positions for the head of the department and two other positions. Next, the positions of the Security Guard and the Chief Security Manager are staffed with employees with the help of a personnel action. Afterwards you maintain the bank details and basic pay data of the Chief Security Manager. Finally, you review the changes in the organizational plan. Process description SAP AG Page 2

3 Create Positions Task Create positions within the organizational structure. Time 10 min Short Description Use the SAP Easy Access Menu to create three positions for the new security organizational unit. Name (Position) Marco Romero (Recruiting Officer) Positions are occupied by employees. If a position is not occupied, it is vacant. Positions are assigned to organizational units. Example: position administrator of accounts payable accounting. To create a position, follow the menu path: Human Resources Organizational Management Organizational Plan Organization and Staffing Change The positions should be created in the department ### Security, ### being replaced by your group/computer number. Therefore, please go to the window Find by on the left side of the screen. There, click on Organizational unit and search term, enter the search term ### Security in the name entry field and press. The search result should be displayed in the Hit list window on the left side of the screen. Positions Menu path ### Security Please choose your organizational unit via double-clicking so that it appears on the right side of the screen. Highlight your organizational unit and click on in the context menu. In the upcoming screen Choose Relationship, please choose Incorporates as you would like to create a position. SAP AG Page 3

4 A new position was created underneath your ### Security department. On the bottom of the screen, the details for the new position are displayed. There, please enter the abbreviation ### CSM for the position and ### Chief Security Manager as the name. Please activate the check box Head of own organizational unit. Enter 1 st of the current month as Valid from. If this field should be greyed out, please click on functionality should be available then. Display key date. The ### CSM ### Chief Security Manager 1st of the current month Press enter to update the entered information. The organizational structure should now look as follows: If you do not see the columns Code and ID, you can insert them by pressing and choosing the respective columns. Continue with. According to the previous procedure, please create the position Security Guard underneath the Security department. As abbreviation, please choose ### SG and as name ### Security Guard. Press enter to update the information. Your structure should now look like the following picture. ### SG ### Security Guard SAP AG Page 4

5 According to the previous procedure, please create the position Security Manager underneath the Security department. As abbreviation, please choose ### SM and as name ### Security Manager. Press enter to update the information. Your structure should now look like the following picture. ### SM ### Security Manager Save your changes and click on the exit icon Access screen. to return to the SAP Easy SAP AG Page 5

6 Hire Employees Exercise Hire employees for the new positions. Short Description Use the SAP Easy Access Menu to hire two employees in the Security Department. Name (Position) Marco Romero (Recruiting Officer) Time 15 min To hire the employee, follow the menu path: Human Resources Personnel Management Administration HR Master Data Personnel Actions Please enter the 1 st of the current month as the start date. Make sure that the field Personnel Number is empty and press enter. Following, select the action Hiring (TE mini master) out of the corrective actions and enter DL00 as the personnel area, 1 as employee group, and U4 as employee subgroup. Then, highlight the action and click on Execute. Menu Path 1st of the current month Hiring (TE mini master) DL00 1 U4 In the Create Actions screen, find the position ### Chief Security Manager with the F4 help. Then, press Enter to continue. ### Chief Security Manager Please save your data. You will automatically be taken to the next infotype. Write down the Personnel Number of your employee, stated at the top of the screen in the field Personnel No. You will be taken to the Create Personal Data screen. Enter a name and a date of birth for your manager. For Social Security Number (SSN), choose a 9-digit number of your choice. Then, press enter to confirm your entries. The screen with all data should look like displayed in the following screen. Personnel number Name Birth date 9-digit number SAP AG Page 6

7 Then, save your data. You will automatically be taken to the next infotype. In the Organizational Assignment infotype, define EX00 as subarea. Save the data and choose YES to confirm the selection of your position s vacancy. EX00 Save the infotype Travel Privileges without any changes. In the next window, choose Permanent residence as the subtype for the infotype Addresses and continue with. Permanent residence SAP AG Page 7

8 In the Create Addresses infotype, enter optional data for Street. In the City field, enter Dallas, select TX as State and for Texas and postal code Save your data with. In the Tax Area screen, please choose TX as tax area and press Enter. Dallas TX TX Save your data to proceed with the next infotype. The following two infotypes can be saved without any changes. After having saved the last infotype, the status bar indicates that the record has been created. Close the window Tax Area and choose. Repeat the whole procedure for the second employee. This time you hire an employee for the position ### Security Guard. Again, enter the 1 st of January of the current year as the start date. Following, please select the action Hiring (TE mini master) out of the corrective actions and enter DL00 as the personnel area, 1 as employee group, and U4 as employee subgroup. Then, highlight the action and click on Execute. In the Create Actions screen, find the position ### Security Guard using the F4 help. Press Enter to continue and save your data. You will be taken to the Create Personal Data screen. Enter a name and a date of birth for your guard. For the Social Security Number (SSN), choose a 9-digit number of your choice. Then, press enter to confirm your entries and save your data. The system will automatically take you to the next infotype. Write down the Personnel Number of your employee. In the Organizational Assignment infotype, define FI00 as subarea. Save your data and confirm the selection of your position s vacancy by clicking on Yes. Save the infotype Travel privileges without any changes. In the next window, choose Permanent residence as the subtype for the Addresses infotype and continue with. Then, the Create Addresses infotype is displayed. Enter optional data for Street. As the City, enter Dallas, as the State choose TX for Texas and postal code Save with. In the upcoming screen Tax Area, choose TX as tax area and press Enter. Save your data to proceed with the next infotype. The following two Jan 1 of current year Hiring (TE mini master) DL00 1 U4 ### Security Guard Name Birth date 9-digit number Personnel number FI00 Permanent residence Dallas TX TX SAP AG Page 8

9 infotypes can be saved without any changes. After having saved the last infotype,the status bar indicates that the record has been created. Close the window Tax Area and choose. Now, you have hired two new employees. Click on the exit icon to return to the SAP Easy Access screen. SAP AG Page 9

10 Maintain Personnel Master Record Exercise Maintain the personnel master record. Time 5 min Short Description Use the Sap Easy Access Menu to maintain the personnel master record of one of your employees. Name (Position) Sang Cha (Personnel Administration Officer) To maintain the master record, follow the menu path. Human Resources Personnel Management Administration HR Master Data Maintain Type in the personnel number of the employee working as ### Chief Security Manager or search for the personnel number with the F4 help using first or last name and press Enter. Choose your employee and continue with. Press Enter to retrieve your employee s data. Now, highlight the infotype Bank Details and press Menu path Bank Details In the Create Bank Details screen, enter Check [C] as the payment method and save the infotype with. C Back in the Maintain HR Master Data screen, on the Gross/net payroll tab choose the Basic Pay infotype and proceed with. SAP AG Page 10

11 As Ps Group please choose SALES and press Enter. Assign your employee an annual salary of 200,000 USD and press enter. Save your infotype and ignore the warning message by pressing Enter twice. Click on the exit icon to return to the SAP Easy Access screen SALES 200,000 USD SAP AG Page 11

12 Display Changes in the Organizational Plan Exercise Display the changes you have made to the organizational plan. Time 5 min Short Description Use the SAP Easy Access Menu to display the modified organizational plan of the Administration department. Name (Position) Sang Cha (Personnel Administration Officer) To display the organizational plan, follow the menu path. Human Resources Organizational Management Organizational Plan Organization and Staffing Display Please check whether your employees are allocated to the Chief Security Manager s position and the Security Guard s position. Pay attention to whether the preview period starts at 1 st of January of the current year and displays at least 1 year. If you do not see your organizational unit in the structural view, please search for your organizational unit in the Find by window and open it in the structural view on approval. Now you should see that your employees are allocated to the right positions. Menu path Jan 1 of current year 1 year SAP AG Page 12