Justin. and Brandon Toombs. Morgalis. SAP* ERP HCM Processes and Forms. ^ Galileo Press. Bonn Boston

Transcription

1 Justin Morgalis and Brandon Toombs SAP* ERP HCM Processes and Forms a ^ Galileo Press Bonn Boston

2 Acknowledgments 15 Introduction The Origin of HCAA Processes and Forms Personnel Change Requests The Move to HCM Processes and Forms Description of an HCM Process Process Initiation Employee Self-Service (ESS) Manager Self-Service (MSS) HR Administrator (HRA) Exchange Infrastructure (XI) Initiation Form Validation Workflow Agent Determination and Routing Approvals Backend Updates Process Tracking Summary Overview Processes Process Customizing Process Structure Scenarios Scenario Steps Forms Adobe Interactive Forms FPM Forms Which Form Should We Use? Workflow 44 7

3 2.6 Backend Services Delivered Backend Services Generic Services Summary Business Objectives Process Efficiency Recasting HR: Paper Pusher to Business Partner Data Quality Process Consistency Clarity Barriers to Use of HCM Processes and Forms Manager Impatience with HR The Legacy of Paper-Based Processes HR Administrators as Gatekeepers Design Guidelines for Overcoming Obstacles /20 Rule Have a Safety Valve KICS Keep It Consistent, Stupid Simplify Language on Forms Provide the Right Level of Help Text Interaction with Existing Dynamic Actions Limitations of Dynamic Actions Current Landscape The Alternative to Dynamic Actions Options for Dealing with Existing Dynamic Actions Migrating to the Decoupled Framework Summary Considerations before Starting HCM Processes and Forms Projects ASAP Methodology: Great for Payroll, Not Forms Why HCM Processes and Projects Are Different 64 8

4 4.2 High-Level Project Plan Project Preparation Blueprint/Realization and Feedback Loops Testing Piloting Benefits of a Piloting Phase Considerations for a pilot project Rollout and Go-Live Support The "Hypercare " Window Summary Overview New Client Setup Business Functions User Interface Activation Reference Number Ranges Records Management/Case Management Setup Records Management Case Management Process Status Setup Workflow Setup Cross-Process Workflow Event Linkage Activation Setting HCM Processes and Forms-Specific Tasks as General Sample Processes Summary Overview Initial Process Configuration Steps Process Validity Processes for Multiple Employees Workflow Template Assignment Process Initiator Roles Process Groups 107 9

5 6.2.6 Collisions Frequency Restrictions Form Scenario Definition Form Scenario Fields Form Definition Scenario Steps Backend Services SAP Service Fields Generic Service Fields SAP Termination Sample Process Multiple Forms/Form Scenarios for a Single Process Multiple Initiators Additional Information Transferring Fields between Form Scenarios Transferring Attachments Rules Message Mapping Miscellaneous Process Attributes Attachment Types Additional Information User Events HCM Process Testing Form Scenario Customizing Check Process Customizing Check Process Testing Summary Overview Adobe Livecycle Designer Menu Bar/Toolbar Hierarchy and Data View Object Library and Object Palette Script Editor Form Design Area Linking Data to the Form From Form to Database: Your Data's Long, Strange Trip

6 Data Binding Basic Scripting FormCalc vs. JavaScript Events Scripting Tips and Samples Lessons Learned in Form Design in HCM Processes and Forms Simplicity Should Be a Primary Consideration Subforms Are Your Best Friends Give It Up, ISR. You're Embarrassing Yourself It's Not Always About What You Show When In Doubt, Type It Out (Or Link to It) Summary Getting Started by Copying an Existing Form Finding SAP Sample Forms and Making the Process Copy Copying the Form FPM Form Builder Environment Sections in Detail Toolbar General Settings UIBB Schema Repository Panel Preview Panel Adding Elements to the Form Adding an Element from the Repository Panel Adding an Element from the Preview Panel Toolbar Field Types Scenario-Specific Fields General Form Fields Using Groups in Your Form Creating a Group Adding Elements to Your Group Moving Groups within the Form Group Limitations Summary

7 9.1 Workflow Background Benefits of SAP Business Workflow Basic Workflow Concepts Workflow in HCM Processes and Forms HCM Processes and Forms Workflow Parameters Delivered SAP Tasks for HCM Processes and Forms Workflow Templates Agents in HCM Processes and Forms Relationship between Workflow And Processes Summary Available Options for HCM Processes and Forms Ul Roles within the SAP NetWeaver Portal Roles within the SAP NetWeaver Business Client Enhancement Package The "Magic" of the Start Application Employee Self-Service (ESS) Manager Self-Service HR Administrator Enhancement Package Web Dynpro for ABAP Employee Self-Service Role Embedded Org Chart Visualization Manager Self-Service Add-On Enhancement Package 6 and HR Renewal Inbox Options Universal Worklist (UWL) POWL Inbox A Tale of Two Start Applications ASR_PROCESS_EXECUTE_FPM ASR_PROCESS_EXECUTE_OVP Summary

8 11 Securing Your HCM Processes and Forms Introduction Your Starting Point Example Delivered Roles Considerations for Using SAP-Delivered Roles Designating Use of New Authorization Methods Options for Designation of Authorization Methods Designating Use of New Authorization Globally New Authorization Object P_ASRCONT Content Groups Setting Up Process Groups and Scenario Groups Attachment Types New HR Forms Authorizations: To Use or Not To Use? Alternative Authorization Method: HRASROOAUTH_CHECK BADI Guidelines for Use of HCM Forms Authorizations Start by Asking Questions during Blueprinting Recommendations Summary HCM Processes and Forms Administration SAP Case Management (Transaction "SCASE") Anatomy of SCASE Case Searching and Viewing Results History Section Records Management (Transaction ORGANIZER) Other Administrative Tools Workflow Troubleshooting: Work Item Analysis HR Administrator's Workbench Summary Other Use Cases for HCM Processes and Forms Multilingual Forms Implementation Impacts HCM Processes and Forms Translation How-To Delivering HCM Processes and Forms to Mobile Devices

9 SAP Sybase Unwired Platform (SUP) Skymobile (Sky Technologies) Kairos (Aragon HR) Mobile Workplace (3i) Offline Form Completion Summary Google SAP Community Network SAP Help Portal Tutorial SAP Service Marketplace Media Library SAP Notes Subscription Services HR Expert Online SAP User Groups 325 A SAP Delivered Example Forms 329 B Generic Services 333 C The Authors 335 Index 337 H