Customer Master Presentation - Contents

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1 Customer Master Presentation - Contents V4.607 Solution at a Glance Solution in Detail ESS/MSS with lanes HCM Core Services for Employee Lanes Time Management Services for Employee Lanes Travel Management Services for Employee Lanes Payments and Benefits Services for Employee Lanes Career and Development Services for Employee Lanes Learning Services for Employee Lanes Work Feed Content for Employee Lanes HCM Core and Approvals Services for Manager Lanes Career and Development Services for Manager Lanes HCM Processes and Forms Services for Manager Lanes Reporting Services for Manager Lanes KPI Services for Manager Lanes Work Feed Content for Manager Lanes Integration to SuccessFactors for Self-Service Lanes ESS/MSS without lanes Human capital management core services in employee self-service Time management in employee self-service Payments and benefits in employee self-service Travel management in employee self-service Career and development in employee self-service HCM core services and approvals in manager self-service Performance management in manager self-service Compensation management in manager self-service E-recruiting in manager self-service Talent management in manager self-service HCM processes and forms in manager self-service Reports in manager self-service Reports based on operational data provisioning (ODP) in manager self-service Integration to SuccessFactors Package Deployment Software Products and System Landscape 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 1

2 SAP Employee and Manager Self-Service rapiddeployment solution V4.607

3 At-a-Glance: SAP Employee and Manager Self-Service rapid-deploymen Ready to run, a solution with fixed scope, predefined services at a predictable price with the flexibility for future extension What is my pain? Business Requirement Time wasted by HR professionals on inefficient processes instead of time invested in working on strategic HR goals Employee frustration because of inefficient handling of easy HR requests High costs for HR administrative tasks due to long cycle times, manual errors, poor data accuracy, and duplicate data entries Low HR process compliance, quality, and transparency Solution description Solution The SAP Employee and Manager Self-Service rapid-deployment solution enables you to quickly and efficiently streamline your HR processes. Leveraging SAP NetWeaver Business Client software, a SAP NetWeaver Portal component or a Microsoft SharePoint portal, it gives your employees and managers Web-based access to HR services. What are my needs? Jump-start your HR solution with software that enables incremental steps toward your ultimate HR vision Improve operational efficiency by automating processes, enabling HR staff to focus on more mission-critical initiatives Reduce personnel costs with lower administrative demands on your HR department Increase self-sufficiency, giving employees access to personal information and better support for collaboration Learn more Streamline your HR processes quickly and efficiently 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 3

4 Overview

5 Streamline your HR processes quickly and efficiently Business challenges Time wasted by HR professionals on inefficient processes instead of time invested in working on strategic HR goals Employee frustration because of inefficient handling of easy HR requests High costs for HR administrative tasks due to long cycle times, manual errors, poor data accuracy, and duplicate data entries Low HR process compliance, quality, and transparency There is a solution The SAP Employee and Manager Self-Service rapiddeployment solution enables you to quickly and efficiently streamline your HR processes. Leveraging SAP NetWeaver Business Client software, a SAP NetWeaver Portal component or a Microsoft SharePoint portal, it gives your employees and managers Web-based access to HR services SAP AG or an SAP affiliate company. All rights reserved. Customer 5

6 Business scope covered Goals Workforce planning Performance Compensation Succession Recruiting Learning Jam Analytics SAP ERP Human Capital Management solution (on-premise) Performance and succession management SuccessFactors HCM Suite (Cloud) * Recruiting Talent management Learning SAP NetWeaver Portal component HR selfservices Employee data Organizational data Competency data Planning and analytics SAP NetWeaver Portal or Microsoft SharePoint Portal or SAP NetWeaver Business Client software Global HR and payroll Scheduling and deployment * The integration to SuccessFactors refers to documentation of how you can link SuccessFactors pages into employee and manager self-service based on single-sign-on and SAML.This is possible with SAP NetWeaver Portal and is not included in the service SAP AG or an SAP affiliate company. All rights reserved. Customer 6

7 Benefits for you Business benefits Jump-start your HR solution with software that enables incremental steps toward your ultimate HR vision Improve operational efficiency by automating processes, enabling HR staff to focus on more missioncritical initiatives Reduce personnel costs with lower administrative demands on your HR department Increase self-sufficiency, giving employees access to personal information and better support for collaboration Measurable success Reduce cost of HR administration Increase efficiency and quality of HR processes Reduce average time spent by employees on HR issues Increase employee satisfaction regarding HR services 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 7

8 Employee Self-Service with consumer-grade look and feel New intuitive user interface, tailored to the employee role Lanes for: Work Feeds My Services Search My Learning My Info Enhanced applications Employee Profile - Card-based layout for Personal Profile, Talent, Compensation & Learning Salary Statement - New card layout with enhanced features Leave Request - Enhanced request including new Team Calendar, showing conflicts upfront Team Calendar - Unified calendar for leave, travel, training, holidays, birthdays, anniversaries etc. Workforce Viewer Interactive view of the people in the organization 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 8

9 Manager Self-Service with consumer-grade look and feel New intuitive interface, tailored to the manager role Lanes for Approvals Work Feeds My Team My Team Services Substitutions My Favorite KPIs My KPI Monitor My Reports Search Enhanced applications Team Calendar - Unified calendar for leave, travel, training, holidays, birthdays, anniversaries etc. Leave Approval - Shows conflicts upfront in the Team Calendar Time Sheet Approval Displays an overview of pending time sheet approvals Employee Profile - Card-based layout for Personal Profile, Talent, Compensation & Learning, graphical layout for Talent Grid & Compensation, capability to record notes Workforce Viewer Interactive view of the people in the organization 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 9

10 SAP Fiori Apps for employees and managers SAP Fiori apps provide a simple, easy to use consumer-grade user experience that work seamlessly across devices desktop, tablet, or smartphone The SAP Fiori Apps rapid-deployment solution enables you to quickly deploy and configure a combination of Fiori transactional apps including a number of HR employee and manager self-services. For further information, see service.sap.com/rds-fiori-apps The apps that are compatible with employee and manager self-services contained in the SAP Employee and Manager Self-Service rapid-deployment solution are listed on the Service Marketplace service.sap.com/rds-ess-mss in the Compatible SAP HR Fiori Apps for Employee and Manager Self-Services document 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 10

11 Solution in Detail

12 HCM Core Services for Employee Lanes: Scope and benefits The employee self-service component provides Webbased access to HR services for every employee, resulting in streamlined and automated HR processes. Employees can access information, tools, and services to manage their personal information and careers. They can, for example, change personal information, record working time, submit leave requests, view salary and total compensation statements, enroll for benefits, and manage their careers. In addition, employees can view and manage all processes in which they are involved. A team calendar showing team members absences and new birthday-andanniversary application facilitate team collaboration. The scope of the self-services depends on the business processes activated in the SAP ERP Human Capital Management solution. Improve operational efficiency by automating and streamlining processes and enabling managers and employees to collaborate Improve employee productivity by enabling employees to manage their own information and processes, such as changing personal information and submitting leave requests Improve employee satisfaction by increasing selfsufficiency and reducing dependency on the HR department 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 12

13 HCM Core Services for Employee Lanes: In the system Key functionality In the My Info lane, employees can choose their Employee Profile to check: General information such as time zone, work center, address, telephone number in the About lane Organizational information such as position, job, line manager, organizational unit in the Organizational Assignment lane In the My Info lane, the employee can update the following personal information in the Employee Profile: Personal data Address Communication data Bank details Family members and dependents Internal data Personal IDs (Asia only) Alternative names (Asia only) Employee profile 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 13

14 HCM Core Services for Employee Lanes: In the system Key functionality In the My Info lane, employees can use the Organizational Chart button to launch the Workforce Viewer to: Check other employees' basic data Send an to another employee Launch an action such as a travel request In the Search lane, employees can search for organizational units, positions, employees etc. In the My Services lane, employees can review their processes, including: Displaying an overview of all processes with employee's involvement Displaying process details Withdrawing (canceling) open processes In the My Services lane, employees can: View a team calendar View birthdays and anniversaries of team members in a calendar This scope item is mandatory for using employee self-services with lanes and SAP UI5. Team Calendar 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 14

15 Time Management Services for Employee Lanes: Scope and benefits Time management functionality in the employee selfservice component extends the processes for leave and time recording to the employees desktops. Employees benefit from intuitive Web transactions to record their working time in a calendar, display time account balances, and time account data. They can create leave requests and display their leave overviews. In the interactive calendar, employees can also display a team calendar, birthdays and public holidays. Allow employees to administer their own leave requests and time recording with a self-explanatory, fully integrated Web application 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 15

16 Time Management Services for Employee Lanes: In the system Key functionality In the My Info Lane, employees can: Display, create and cancel leave requests Display booked leave and recorded working time In the My Services Lane, employees can: View public holidays View time account balances Record working time View leave balance Display, create and cancel leave requests Creating a leave request 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 16

17 Payments and Benefits Services for Employee Lanes: Scope and benefits Employees can use the open enrollment service to enroll themselves and their dependents in benefits plans. In addition, they can use the open enrollment print service to print out their current enrollments and details about plans for which they are eligible. Employees can change their enrollment plan details in the printout and submit the new details to their employer. Allow employees to administer their benefit plans and view salary and total compensation statements in a self-explanatory, fully-integrated Web application 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 17

18 Payments and Benefits Services for Employee Lanes: In the system Key functionality In the My Info lane, employees can: Display their salary statements and view total compensation statement Enroll for benefits and print benefit election form for open enrollment Maintain personal profile, including benefits information and dependents and beneficiaries data View benefit plans participation Salary statement 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 18

19 Travel Management Services for Employee Lanes: Scope and benefits In the area of travel and expenses within the employee self-service component, employees can maintain their travel profile and submit travel requests, including the specification of required travel services and requests for trip advances. They can create travel plans and book travel services as well as enter travel expense reports and submit them for reimbursement. Allow employees to manage their business trips and create expense reports based on the configured functionality in SAP ERP HCM Travel Management 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 19

20 Travel Management Services for Employee Lanes: In the system Key functionality In the My Services lane, employees can: Access the traveler work center Display, create and cancel travel requests View the status of a travel request Create travel plans View the status of a travel plan Create expense reports Use an express expense sheet View the status of a travel expense report Cancel travel plans Travel services 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 20

21 Career and Development Services for Employee Lanes: Scope and benefits Career and development functionality enables employees to: Empower employees to manage their career and development through self-service functionality Search for new job opportunities and apply for a suitable job Carry out a self-assessment of their own performance within a predefined performance period Maintain their own talent profile, empowering employees to develop their career 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 21

22 Career and Development Services for Employee Lanes: In the system Key functionality In the My Info lane, employees can: Check and edit their Employee Profile including matching qualifications, missing qualifications and performance history In the My Services lane, employees can: Access a "Career Cockpit" Maintain personal settings Maintain a talent profile Edit your candidate profile Perform a job search Apply for a job View and maintain appraisal documents Career and development services 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 22

23 Learning Services for Employee Lanes: Scope and benefits Learning functionality enables employees to book courses, browse a catalog of training courses, view a training calendar, search for specific courses and view a profile match-up between the employee s qualification profile and the position s requirements. Employees can navigate to particular courses and display details of courses including course duration, percentage completed, location, and language. Course offerings are classified as Classroom Trainings, E-Learnings, Curriculums and Course Programs. Empower employees to manage their training and development through self-service functionality 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 23

24 Learning Services for Employee Lanes: In the system Key functionality In the My Learning lane, employees can: Browse a catalog of training courses and book courses directly View a training calendar of booked courses and available courses View the top 10 most popular training courses Search for specific courses and filter on aspects such as free seats, location or language View a profile match-up between the employee's qualification profile and the position's requirements or the development plan Display an overview of courses they are booked on and cancel bookings, if appropriate Display a history of courses they have already completed Expanded My Learning lane 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 24

25 Work Feed Content for Employee Lanes: Scope and benefits Work feeds are notifications that tell the employee about an occasion or about a task that has to be performed, for example, an incomplete time recording or expired qualification.employees can navigate directly from the lane to the respective application from the work feeds. Employees can also subscribe to or unsubscribe from the feeds and clear work feeds in the expanded lane. Automatically reminds employees of occasions or tasks they need to perform thus reducing the administrative burden on managers and HR specialists 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 25

26 Work Feed Content for Employee Lanes: In the system Key functionality In the Work Feeds Lane, employees can: View work feeds, colored by priority and sorted by date Navigate directly to the application to perform the outstanding task Clear unwanted work feeds Subscribe to and unsubscribe from work feeds Work Feeds for the employee 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 26

27 HCM Core and Approvals Services for Manager Lanes: Scope and benefits The manager self-service component provides Web-based access to HR services for managers, resulting in streamlined and automated HR processes. Managers can access relevant employee information and the applications needed to execute processes and make decisions about, for example, compensation planning. In addition managers can approve processes such as compensation increases, leave requests, expenses and time sheets. It is also possible to activate an option for managers to maintain substitutes and substitution rules. These substitutions apply for workflow tasks as well as for non-workflow based tasks and applications. The scope of the self-services depends on the business processes activated in the SAP ERP Human Capital Management solution. Improve operational efficiency by automating and streamlining processes and enabling managers and employees to collaborate Improve manager productivity by enabling managers to manage processes for their team members, such as compensation and staffing activities Help ensure HR process efficiency and effectiveness through definition of substitution rules for example, during absence 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 27

28 HCM Core and Approvals Services for Manager Lanes: In the system Key functionality In the My Team lane, managers can: View an overview of their direct reports on employee profile cards View team information such as organizational units or positions Display detailed information about an individual employee in their Employee Profile Make personal notes about an employee including attachments and filter icons Send an to an employee Start processes on behalf of employees Start processes for an organizational unit Maintain employee data such as address, bank details on behalf of employees Start processes for multiple employees such as a special payment Compare several employee profiles Expanded My Team lane 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 28

29 HCM Core and Approvals Services for Manager Lanes: In the system Key functionality In the My Team Services lane, managers can: View a team calendar showing absences, unapproved leave requests, absences to be deleted, birthdays and anniversaries, course bookings, travel requests, holidays, nonworking days Check team attendance View details of the organizational unit View and edit position information In the Substitutions lane, managers can: Manage substitution rules by choosing a substitute and assigning tasks at employee and team level Switch between their own manager view and that of the manager they are substituting and perform the tasks assigned to them Creating a substitution rule 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 29

30 HCM Core and Approvals Services for Manager Lanes: In the system Key functionality In the Approvals Lane, managers can display and process approvals for: Leave requests Timesheets Clock in/clock out corrections Recruitment requisitions Travel requests Travel plans Travel expense reports This service is mandatory for using manager selfservices with lanes and SAP UI5. Expanded Approvals lanes 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 30

31 Career and Development Services for Manager Lanes: Scope and benefits Performance management functionality supports managers in viewing and managing predefined and flexible performance management documents, team goals, qualification profiles, and additional appraisal documents. E-recruiting functionality supports managers in recruitment activities, including services for a requisition monitor, questionnaires for candidate assessment, data overview of published job postings, overview of requisition requests, creating a requisition request, or specifying a substitute. The manager creates recruitment requisition requests and monitors the recruiting process that he or she has initiated. The talent management business functionality supports managers with self-services for certain key steps in talent management, including talent assessment, talent information talent profile and learning services for employees. Managers can use self-service functionality to: Start and complete the performance management processes of their employees including complete access to performance management functionality residing in the SAP ERP HCM solution. Start the requisition request for job vacancies with complete access to e-recruiting functionality in the SAP ERP HCM solution and stay involved in all manager-relevant steps during the recruitment process. Plan and finalize compensation management processes and activities, including complete access to compensation management functionality residing in the SAP ERP HCM solution. Perform talent management related tasks and processes with complete access to talent management functionality residing in the SAP ERP HCM solution. Compensation management functionality supports managers in certain key steps in compensation management, including compensation planning, compensation approval, providing a planning overview, compensation information and compensation comparison SAP AG or an SAP affiliate company. All rights reserved. Customer 31

32 Career and Development Services for Manager Lanes: In the system Key functionality Performance management supports managers in the My Team Services lane, including: Maintaining and cascading team goals Assigning, reviewing, editing and approving performance goals for employees Releasing appraisal documents Reviewing and assessing team goals and employee performance Calibrating a team assessment Sending appraisal documents to employees for final approval E-recruiting supports managers in recruitment activities in the My Team Services lane, including Creating a recruitment requisition request Viewing their recruitment requisition requests Viewing published job postings Viewing the status of candidates assigned to their recruitment requisition Assessing candidates and providing feedback Providing final feedback Performance management 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 32

33 Career and Development Services for Manager Lanes: In the system Key functionality Talent management supports managers in talent management activities in the My Team Services lane, including: Viewing talent information in the employee profile (in the My Team lane) Viewing a competency matchup Performing the talent assessment of an employee Maintaining the development plan of an employee Viewing an employee talent profile Comparing the talent profiles of employees Maintaining an employee talent profile on behalf of employee Assigning mandatory courses to an employee, position or organizational unit Enrolling employees on courses Talent management 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 33

34 Career and Development Services for Manager Lanes: In the system Key functionality Compensation management supports managers in certain compensation management processes in the My Team Services lane, including: Viewing compensation profiles of employees Comparing short profiles of employees Performing compensation planning for employees Viewing a compensation planning overview for line managers Processing compensation planning Compensation planning 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 34

35 HCM Processes and Forms Services for Manager Lanes: Scope and benefits The forms using WebDynpro for the ABAP programming language can be used to execute processes relating to personnel administration and organization management. They are integrated with the back-end system and update HR master data, depending on the process workflow. The standard sample forms are delivered for the manager role. Provide user-friendly forms to managers to start and manage organizational and employee related processes As an alternative to the forms using WebDynpro for ABAP, you can use SAP Interactive Forms by Adobe SAP AG or an SAP affiliate company. All rights reserved. Customer 35

36 HCM Processes and Forms Services for Manager Lanes: In the system Key functionality HCM processes and forms supports managers in administrative services, including Approve form-based processes started, for example, by an HR administrator in the Approvals lane Search for processes of employee in the My Team lane Start process for employee in the My Team lane Review employee forms in process in the My Team Services lane Start process for my organizational units or positions in the My Team lane (WebDynpro ABAP forms only) Review processes for my organizational units or positions in the My Team Services lane Search for processes for my organizational units or positions in the My Team lane People and Organization views in My Team lane 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 36

37 Reporting Services for Manager Lanes: Scope and benefits The reporting service provides managers with a single point of access to launch their favorite reports. In the expanded lane, they can see all available reports. Reports are not deliverd by SAP and can be defined by the customer. Provide managers with instant access to reports for their areas of responsibility SAP AG or an SAP affiliate company. All rights reserved. Customer 37

38 Reporting Services for Manager Lanes: In the system Key functionality Provides managers with a launchpad to access favorite reports and all other available reports. My Reports lane 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 38

39 KPI Services for Manager Lanes: Scope and benefits The My KPIs lane provides managers with an overview of the manager s favorite KPIs within their area of responsibility. The coloring indicates the status of the threshold for this KPI. The manager can open the expanded lane to see all available KPIs, their current values, how the thresholds are defined and trend graphs. The My KPIs and My KPI Monitor lanes support managers in tracking the efficiency and effectiveness of HR processes. The KPI Monitor lane provides an overview of the status of the KPIs for the manager s area of responsibility. Only KPIs with a defined threshold are tracked. The manager can open the expanded lane to see the current value, how the threshold is defined and a trend graph for each KPI. The KPIs for these lanes are not delivered but must be defined by the customer SAP AG or an SAP affiliate company. All rights reserved. Customer 39

40 KPI Services for Manager Lanes: In the system Key functionality In the My KPI and KPI Monitor lanes, managers can view the status of their KPIs at a glance and display more detail in the expanded lane. KPI Monitor and expanded lane 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 40

41 Work Feed Content for Manager Lanes: Scope and benefits Work feeds are notifications that tell the manager about an occasion or about a task that has to be performed, for example, an incomplete time recording for a team member or closing the appraisal of an employee.managers can navigate directly from the lane to the respective application from the work feeds. Managers can also subscribe to or unsubscribe from the feeds and clear work feeds in the expanded lane. Automatically reminds managers of occasions or tasks they need to perform thus reducing the administrative burden on HR specialists and improving collaboration with team members 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 41

42 Work Feed Content for Manager Lanes: In the system Key functionality In the Work Feeds Lane, managers can: View work feeds, colored by priority and sorted by date Navigate directly to the application to perform the outstanding task Clear unwanted work feeds Subscribe to and unsubscribe from work feeds Work Feeds for the manager 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 42

43 Integration to SuccessFactors for Self-Service Lanes: Scope and benefits Integration to SuccessFactors enables you to integrate specific Web links/urls in the SAP NetWeaver Portal component if you operate employee and manager services in a hybrid model. In this case, you can provide employees and managers with access to the landing page as well as SuccessFactors cloud-based services. If, for example, you are using compensation management software by SuccessFactors instead of on-premise based compensation management software, your managers need to access the cloud-based solution from within their manager self-services without being required to log in twice. This integration is delivered through a single-sign-on process that is provided by the SAP NetWeaver technology platform. This scope item provides a reference to the published cookbook. The integration is only supported with self-services running in SAP NetWeaver Portal. Reference material for setting up hybrid employee and manager self-service scenarios to provide complete access to HR functionality independent of where the application resides 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 43

44 Integration to SuccessFactors for Self-Service Lanes: In the system Key functionality The process flows covered depend on which SuccessFactors applications are being used. The integration included here does not provide process integration but refers to an explanation of how you can link SuccessFactors pages into employee and manager self-service based on single-sign-on and SAML. UI integration to SuccessFactors 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 44

45 HCM core services in employee self-service: Scope and benefits The employee self-service component provides Webbased access to HR services for every employee, resulting in streamlined and automated HR processes. Employees can access information, tools, and services to manage their personal information and careers. They can, for example, change personal information, record working time, submit leave requests, view salary and total compensation statements, enroll for benefits, and manage their careers. In addition, employees can view and manage all processes in which they are involved. A team calendar showing team members absences and a new birthdayand-anniversary application facilitate team collaboration. The scope of the self-services depends on the business processes activated in the SAP ERP Human Capital Management solution. Improve operational efficiency by automating and streamlining processes and enabling managers and employees to collaborate Improve employee productivity by enabling employees to manage their own information and processes, such as changing personal information and submitting leave requests Improve employee satisfaction by increasing selfsufficiency and reducing dependency on the HR department 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 45

46 HCM core services in employee self-service: In the system Key functionality Personal information enables employees to update their personal profile, including: Personal data Address Bank information Family members and dependents Communication Internal data Personal IDs (Asia only) Alternative names (Asia only) My Processes - enables employees to review their processes, including: Displaying an overview of all processes with employee's involvement Displaying process details Withdrawing (canceling) open processes My Team information enables employees to View team calendar View birthdays and anniversaries of team Personal profile 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 46

47 Time management in employee self-service: Scope and benefits Time management functionality in the employee selfservice component extends the processes for leave and time recording to the employees' desktops. Employees benefit from intuitive Web transactions to record their working time in a calendar, display time account balances, and time account data. They can create leave requests and display their leave overviews. Intuitive calendars are available for time entry, public holidays, team member absences, or birthdays. Allow employees to administer their own leave requests and time recording with a self-explanatory, fully integrated Web application 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 47

48 Time management in employee self-service: In the system Key functionality Time management in employee self-service enables employees to: View a public holiday calendar View a team calendar Create leave requests Display a leave overview and cancel leave requests View time account balances Record their working time in an interactive calendar view Recording working time with calendar UI 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 48

49 Payments and benefits in employee self-service: Scope and benefits Employees can use the open enrollment service to enroll themselves and their dependents in benefits plans. In addition, they can use the open enrollment print service to print out their current enrollments and details about plans for which they are eligible. Employees can change their enrollment plan details in the printout and submit the new details to their employer. Allow employees to administer their benefit plans and view salary and total compensation statements in a self-explanatory, fully-integrated Web application 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 49

50 Payments and benefits in employee self-service: In the system Key functionality Pay and benefits - enables employees to: Display their salary statements and view total compensation statement Enroll for benefits and print benefit election form for open enrollment Maintain personal profile, including benefits information and dependents and beneficiaries data View benefit plans participation Total compensation statement 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 50

51 Travel management in employee self-service: Scope and benefits In the area of travel and expenses within the employee self-service component, employees can maintain their travel profile and submit travel requests, including the specification of required travel services and requests for trip advances. They can create travel plans and book travel services as well as enter travel expense reports and submit them for reimbursement. Allow employees to manage their business trips and create expense reports based on the configured functionality in SAP ERP HCM Travel Management 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 51

52 Travel management in employee self-service: In the system Key functionality Travel and expenses - enables employees to plan their travel, including: Accessing the traveler work center Creating travel requests Creating travel plans Creating expense reports Using an express expense sheet Opening a travel profile Unlocking a personnel number Deleting travel requests Canceling travel plans Traveler Work Center 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 52

53 Career and development in employee self-service: Scope and benefits Career and development functionality enables employees to: Empower employees to manage their career and development through self-service functionality Search for new job opportunities and apply for a suitable job Carry out a self-assessment of their own performance within a predefined performance period Maintain their own talent profile, empowering employees to develop their career 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 53

54 Career and development in employee self-service: In the system Key functionality Career and development - enables employees to use certain services from recruiting, talent management, and performance management, including: Viewing and maintaining appraisal documents Maintaining a talent profile Accessing a Career Cockpit" Performing a job search Maintaining a candidate profile Applying for a job (using a reference code) Maintaining personal settings Career and development self-services 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 54

55 HCM core services and approvals in manager self-service: Scope and benefits The manager self-service component provides Web-based access to HR services for managers, resulting in streamlined and automated HR processes. Managers can access relevant employee information and the applications needed to execute processes and make decisions about, for example, compensation planning. Organizational management services enable managers to display organization and position profiles for the levels of the organization structure within their areas of responsibility as well as maintain position details. Improve operational efficiency by automating and streamlining processes and enabling managers and employees to collaborate Improve manager productivity by enabling managers to manage processes for their team members, such as compensation and staffing activities, and perform organization-related tasks and processes with complete access to organizational data residing in the SAP ERP HCM solution Improve manager satisfaction by increasing selfsufficiency and reducing dependency on the HR department Managers also have the possibility to maintain substitutes and substitution rules. These substitutions apply for workflow tasks as well as for non-workflow-based tasks and applications. The scope of the self-services depends on the business processes activated in the SAP ERP Human Capital Management solution SAP AG or an SAP affiliate company. All rights reserved. Customer 55

56 HCM core services and approvals in manager self-service: In the system Key functionality Enables managers to: View their organizational units View and maintain position details View team details View employee data Maintain an employee's profile on the employee's behalf Compare up to 5 employees or organizational objects Display team calendar e.g. for employees' birthdays and anniversaries View team attendance View time recording status of employees Perform a competency matchup between an employee's qualifications and a given position Define substitution rules and substitutes View a deadline monitor to keep track of processes Manager s home page 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 56

57 HCM core services and approvals in manager self-service: In the system Key functionality Define mandatory courses for specific employees, positions or organizational units Enroll employees on courses Process work items, for example, recruitment requisition requests Maintain an employee list for travel processing Approve travel requests and travel plans Approve travel expense reports and express travel expense sheets Approve leave requests Approve time sheets This service is mandatory for using manager selfservice without lanes (in WebDynpro ABAP). Work Overview 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 57

58 Performance management in manager self-service: Scope and benefits Performance management functionality in the manager self-service component supports managers in viewing and managing predefined and flexible performance management documents, team goals, qualification profiles, and additional appraisal documents. Managers can use self-service functionality to start and complete the performance management processes of their employees including complete access to compensation management functionality residing in the SAP ERP HCM solution SAP AG or an SAP affiliate company. All rights reserved. Customer 58

59 Performance management in manager self-service: In the system Key functionality Performance management supports managers in: Maintaining and cascading team goals Assigning performance goals to employees Releasing appraisal documents Assessing team goals and employee performance Maintaining team goals 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 59

60 Compensation management in manager self-service: Scope and benefits Compensation management functionality supports managers in certain key steps in compensation management, including compensation planning, compensation approval, providing a planning overview, compensation information and compensation comparison. Managers can use self-service functionality to plan and finalize compensation management processes and activities, including complete access to compensation management functionality residing in the SAP ERP HCM application SAP AG or an SAP affiliate company. All rights reserved. Customer 60

61 Compensation management in manager self-service: In the system Key functionality Compensation management supports managers in certain compensation management processes, including: Viewing compensation profiles of employees Comparing short profiles of employees Performing compensation planning for employees Viewing a compensation planning overview for line managers Processing compensation planning Compensation planning 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 61

62 E-recruiting in manager self-service: Scope and benefits E-recruiting functionality supports managers in recruitment activities, including services for requisition monitoring, questionnaires for candidate assessment, data overview of published job postings, overview of requisition requests or creating a requisition request. The manager creates recruitment requisition requests and monitors the recruiting process that he or she has initiated. Managers can use self-service functionality to start the requisition request for job vacancies with complete access to e-recruiting functionality in the SAP ERP HCM solution. They stay involved in all manager-relevant steps during the recruitment process SAP AG or an SAP affiliate company. All rights reserved. Customer 62

63 E-recruiting in manager self-service: In the system Key functionality E-recruiting supports managers in recruitment activities, including Creating a recruitment requisition request Viewing their recruitment requisition requests Viewing published job postings Viewing the status of candidates assigned to their recruitment requisition Assessing candidates and providing feedback Providing final feedback Creating a recruitment requisition 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 63

64 Talent management in manager self-service: Scope and benefits The talent management business functionality supports managers with self-services for certain key steps in talent management, including talent assessment, talent information, and talent profile. Managers can use self-service functionality to perform talent management related tasks and processes with complete access to talent management functionality and data residing in the SAP ERP HCM solution SAP AG or an SAP affiliate company. All rights reserved. Customer 64

65 Talent management in manager self-service: In the system Key functionality Talent management supports managers in talent management activities, including: Viewing a competency matchup Performing the talent assessment of an employee Maintaining the development plan of an employee Viewing an employee talent profile Comparing the talent profiles of employees Maintaining an employee talent profile on behalf of employee Talent management 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 65

66 HCM processes and forms in manager self-service: Scope and benefits The forms using WebDynpro for the ABAP programming language can be used to execute processes relating to personnel administration and organization management. They are integrated with the back-end system and update HR master data, depending on the process workflow. The standard sample forms are delivered with this package for the manager role. Provide user-friendly forms to managers to start and manage organizational and employee related processes As an alternative to the forms using WebDynpro for ABAP, you can use SAP Interactive Forms by Adobe SAP AG or an SAP affiliate company. All rights reserved. Customer 66

67 HCM processes and forms in manager self-service: In the system Key functionality HCM processes and forms supports managers in administrative services, including: Maintain and approve work items Start process for employees Search for processes of employee Review employee forms in process Start process for my organizational units or positions (WebDynpro ABAP forms only) Review processes for my organizational units or positions Search for processes for my organizational units or positions Starting a process for an employee 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 67

68 Reports in manager self-service: Scope and benefits The reporting service provides managers with a launchpad to access standard real-time reports in SAP software, such as employee data and time management, without the requirement of setting up dedicated reporting applications. Provide managers with instant access to real-time data for their relevant areas 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 68

69 Reports in manager self-service: In the system Key functionality Reports Provides managers with a launchpad to access standard SAP reports for: Employee data for example, age and gender, birthdays, entries and terminations Time management for example, absences quotas, attendance check, attendances and absences Education and training for example, attendance booking, budget comparison, bookings with history Launch pad for standard reports 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 69

70 Reports based on ODP in manager self-service: Scope and benefits Managers have direct access to real-time reports, such as personal data, organizational data, position overview, attendance and absence quota overview, or overtime overview. Provide managers with instant access to real-time data for the relevant areas 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 70

71 Reports based on ODP in manager self-service: In the system Key functionality Reports based on operational data provisioning (ODP) - Provides managers with a launchpad to access employee list reports for example: Personal data Organizational data Duration of organizational assignments in company Position overview Attendance and absence quota overview Overtime overview Launchpad for ODP reports 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 71

72 Integration to SuccessFactors: Scope and benefits Integration to SuccessFactors enables you to integrate specific Web links/urls in the SAP NetWeaver Portal component if you operate employee and manager services in a hybrid model. In this case, you can provide employees and managers with access to the SAP ERP Human Capital Management solution as well as SuccessFactors cloudbased services. If, for example, you are using compensation management software by SuccessFactors instead of on-premise based compensation management software, your managers need to access the cloud-based solution from within their manager self-services without being required to log in twice. This integration is delivered through a single-sign-on process that is provided by the SAP NetWeaver technology platform. This scope item provides a reference to the published cookbook. The integration is only supported with self-services running in SAP NetWeaver Portal. Reference material for setting up hybrid employee and manager self-service scenarios to provide complete access to HR functionality independent of where the application resides 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 72

73 Integration to SuccessFactors: In the system Key functionality The process flows covered depend on which SuccessFactors applications are being used. The integration included here does not provide process integration but refers to an explanation of how you can link SuccessFactors pages into employee and manager self-service based on single-sign-on and SAML. UI links to SuccessFactors 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 73

74 Package Deployment

75 rapid deployment of SAP Employee and Manager Self-Service V4.607 Go live in as little as weeks What s included Service scope With the rapid deployment of SAP Employee and Manager Self-Service, customers can provide their employees and managers access to applications and services in a tailored consumer-grade interface, quickly. The service enables companies to benefit from streamlined HR processes in just a matter of weeks. Accelerators support each deployment activity SAP AG or an SAP affiliate company. All rights reserved. Customer 75

76 Service Scope Key deliverables What does SAP deliver? The delivery is separated into different parts and will be delivered with a combination of on-site and remote services Initial scoping workshop to confirm predefined requirements Provision of project documents: work breakdown structure, scope document, configuration documentation Activation and unit test of pre-configured content Support during testing phases Knowledge transfer Go-live support What do you have to do? Provide the IT infrastructure (servers) Install the SAP applications Provide a project manager, business subject matter experts and technical IT resources Migrate the solution to the quality assurance and productive landscapes Prepare, cleanse and migrate appropriate master and transactional data Conduct the user acceptance testing Conduct end-user training and change management Provide post-go-live support 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 76

77 Integration points in scope Integration Point From Product/ Solution To Product/ Solution Type Description Short description of Integration Point From SAP product that integrates To SAP product that integrates Technical nature of integration e.g. ALE Longer description of scope of integration perhaps covering business objects or data Employee master data Organizational structure ERP ERP Application integration ERP ERP Application integration Communication infotype required for the self-services to be assigned Reporting lines used for manager self-services Further implementation requirements: The SAP ERP Human Capital Management components that are accessed through self-services must be implemented as a prerequisite in order to apply the scope of the rapid-deployment solution SAP AG or an SAP affiliate company. All rights reserved. Customer 77

78 Service scope options for ESS/MSS with lanesmodule Costs A service scope option is a combination of scope that can be removed to reduce the service price of the rapid-deployment solution. Scope Options Required Scope Items / Functionality delivered Foundation UI5-1 Mandatory for ESS/MSS with lanes (SAPUI5) FE0 Core Services for Employee Lanes FE3 Core and Approvals Services for Manager Lanes Option UI5-2 Optional for ESS/MSS with lanes (SAPUI5) FE1 Time Management Services for Employee Lanes Option UI5-3 Optional for ESS/MSS with lanes (SAPUI5) FE2 Payments and Benefits Services for Employee Lanes Option UI5-4 Optional for ESS/MSS with lanes (SAPUI5) FE4 Travel Management Services for Employee Lanes Option UI5-5 Optional for ESS/MSS with lanes (SAPUI5) FE5 Career and Development Services for Employee Lanes Option UI5-6 Optional for ESS/MSS with lanes (SAPUI5) FE6 Learning Services for Employee Lanes Option UI5-7 Optional for ESS/MSS with lanes (SAPUI5) FG0 Work Feed Content for Employee Lanes Option UI5-9 Optional for ESS/MSS with lanes (SAPUI5) FE7 Career and Development Services for Manager Lanes Option UI5-10 Optional for ESS/MSS with lanes (SAPUI5) FE8 HCM Processes and Forms Services for Manager Lanes Option UI5-11 Optional for ESS/MSS with lanes (SAPUI5) FE9 Reporting Services for Manager Lanes Option UI5-12 Optional for ESS/MSS with lanes (SAPUI5) FI0 KPI Services for Manager Lanes Option UI5-13 Optional for ESS/MSS with lanes (SAPUI5) FG9 Work Feed Content for Manager Lanes Option SP Optional for SAP SharePoint Portal Microsoft SharePoint Add-on 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 78

79 Service scope options for ESS/MSS without lanesmodule Costs A service scope option is a combination of scope that can be removed to reduce the service price of the rapid-deployment solution. Scope Options Required Scope Items / Functionality delivered Foundation WDA-1 Mandatory for ESS/MSS without lanes (WebDynpro ABAP) F23 Core Services in Employee Self-Service F43 Core Services and Approval in Manager Self-Service Option WDA-2 Optional for ESS/MSS without lanes (WebDynpro ABAP) F40 Time Management in Employee Self-Service Option WDA-3 Optional for ESS/MSS without lanes (WebDynpro ABAP) F25 Payments and Benefits in Employee Self-Service Option WDA-4 Optional for ESS/MSS without lanes (WebDynpro ABAP) F26 Travel Management in Employee Self-Service Option WDA-5 Optional for ESS/MSS without lanes (WebDynpro ABAP) F27 Career and Development in Employee Self-Service Option WDA-7 Optional for ESS/MSS without lanes (WebDynpro ABAP) F29 Performance Management in Manager Self-Service Option WDA-8 Optional for ESS/MSS without lanes (WebDynpro ABAP) F30 Compensation Management in Manager Self-Service Option WDA-9 Optional for ESS/MSS without lanes (WebDynpro ABAP) F31 E-Recruiting in Manager Self-Service Option WDA-10 Optional for ESS/MSS without lanes (WebDynpro ABAP) F32 Talent Management in Manager Self-Service Option WDA-11 Optional for ESS/MSS without lanes (WebDynpro ABAP) F42 HCM Processes and Forms in Manager Self-Service Option WDA-12 Optional for ESS/MSS without lanes (WebDynpro ABAP) F37 Reports in Manager Self-Service Option WDA-13 Optional for ESS/MSS without lanes (WebDynpro ABAP) F44 Reports based on ODP in Manager Self-Service Option SP Optional for SAP SharePoint Portal Microsoft SharePoint Add-on 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 79

80 Software Products and System Landscape

81 Which software is used? SAP Solution Manager 7.0 Enhancement Package 1 or SAP Solution Manager 7.1 SAP Enhancement Package 7 for SAP ERP 6.0 HR renewal 2.0 SAP NetWeaver 7.40: Gateway / Web Dispatcher Adobe Flash Player 9 or higher Adobe Reader 9 or higher For use of SAP NetWeaver Portal: SAP NetWeaver 7.4 Enterprise Portal For use of SAP NetWeaver Business Client: SAP NetWeaver Business Client 4.0 for Desktop For use of Microsoft SharePoint: Microsoft SharePoint, version 2013 For more detailed information, please refer to the software requirements document SAP AG or an SAP affiliate company. All rights reserved. Customer 81

82 System landscape graphic Development Environment SAP ERP Human Capital Management 6.0 with Enhancement package 7 and HR Renewal 2.0 Test Environment SAP ERP Human Capital Management 6.0 with Enhancement package 7 and HR Renewal 2.0 Production Environment SAP ERP Human Capital Management 6.0 with Enhancement package 7 and HR Renewal 2.0 Microsoft SharePoint Portal SAP NetWeaver Business Client Microsoft SharePoint Portal SAP NetWeaver Business Client Microsoft SharePoint Portal SAP NetWeaver Business Client SAP NetWeaver Portal SAP NetWeaver Portal SAP NetWeaver Portal Employee/Manager SAP Solution Manager 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 82

83 System landscape graphic Employee/Manager Frontend Microsoft SharePoint Portal SAP NetWeaver Business Client SAP NetWeaver Portal Upload PFCG Role To Portal SAP NWBC Role Launchpad Configuration WDA/UI5 Applications and Configuration layer HTTPS SAP Web Dispatcher Backend HCM Data/Business scenarios HTTPS EA-HR 608 SAP HR 608 SAP NetWeaver 740 Trusted RFC Connection SAP NetWeaver Gateway 2.0 SAP ENHANCEMENT PACKAGE 7 for SAP ERP 6.0 Relevant for self-services without lanes only (Web Dynpro ABAP) 2014 SAP AG or an SAP affiliate company. All rights reserved. Customer 83

84 Thank You! Contact information: F name MI. L name Title Address Phone number 2014 SAP AG or an SAP affiliate company. All rights reserved.

85 SAP Rapid-Deployment solutions The fastest way to run your business better 2014 SAP AG or an SAP affiliate company. All rights reserved.

Orange County Convention Center Orlando, Florida June 3-5, 2014. HR Renewal 2.0 - Intelligence Enabled ESS/MSS Alex Matthew I Vardaraj AV

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