SAP ERP 6.0 Enhancement Package 5 RKT for Embedded Org Chart in Manager Self-Services
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1 SAP ERP 6.0 Enhancement Package 5 RKT for Embedded Org Chart in Manager Self-Services June 2010
2 Agenda 1. Embedded Org Chart Control 2. Configuration 2010 SAP AG. All rights reserved. / Page 2
3 Embedded Org Chart in MSS Managers can now select staff or organizational entities in applications such as HCM Processes and Forms via a embedded org chart view. The organizational chart control visualizes organizational hierarchies within the managers' span of control. Users can drill-down and navigate easily through their teams, finding a more human face of their organization when they start a change request for a person, position or organizational unit. Embedded Org Chart view available in the following MSS applications: HCM Processes & Forms: Start Process for Employee Start Process for Multiple Employees Start Organizational Process Competency Management: Maintain Position Details 2010 SAP AG. All rights reserved. / Page 3
4 Business Rationale Customer Pain Points Lack of transparency and user-friendliness when trying to pick an employee, position, organizational unit, or job within a manager's span of control when starting a change request process or when editing position details within MSS. Business Benefits Better understanding of hierarchical relationships within the organization Better comprehension of employee organization relationships Ability to find the right people in your organization faster and therefore work more efficiently with manager self-services 2010 SAP AG. All rights reserved. / Page 4
5 Background The embedded Org Chart views are an alternative, optional frontend to the existing Object and Data Provider (OADP)-based frontends in the applications mentioned. In case the user logs-on in the Accessibility mode, the classical OADP Web Dynpro screens will automatically show up and be used by the screenreader software. Note on Licensing: The embedded Org Chart view has been developed in cooperation with Nakisa. The usage of this component (technical name EMBEDDED_ORGCHART 605) is free of charge for MSS Customers, i.e. customers who have purchased the respective license types for Manager Self-Service. In contrast to Nakisa s solution extension SAP Talent Visualization by Nakisa (STVN), the Embedded OrgChart for MSS is not tied to an additional license fee - it is not sold as part of STVN, but is integral part of SAP ERP EhP SAP AG. All rights reserved. / Page 5
6 Toolbar Features Zoom: Always on top, user can close by clicking toggle button in toolbar Filter: if filter values are activated, boxes not matching the filter criteria are shown greyed out Hierarchy Structure Selection: changes the objects shown in the Org Chart based on pre-defined hierarchy structures Data View Selection: changes the field content of the boxes based on pre-defined data views Settings: allows user to store personal settings as new default Styles: Choose between vertical, condensed, horizontal, combined Simple search: Search for any keyword across object types and fields Advanced search: Search across object types with one or more search fields 2010 SAP AG. All rights reserved. / Page 6
7 Styles (1): Horizontal and Vertical 2010 SAP AG. All rights reserved. / Page 7
8 Styles (2): Condensed and Vertical Condensed 2010 SAP AG. All rights reserved. / Page 8
9 Navigation (1) Expand / Collapse hierarchies one or two buttons, depending on chosen hierarchy type Make selected box the new root node Opens up context-specific drop-down menu Move up one level (if authorization allows) 2010 SAP AG. All rights reserved. / Page 9
10 Navigation (2) Scrollbars within the Org Chart container will appear automatically when you move your mouse indicator towards the borders of the Org Chart. Note: You can also move the entire chart by simply using drag & drop for the entire chart, thus moving the chart to any direction you like SAP AG. All rights reserved. / Page 10
11 Multi-Select Features for Start Process for Multiple Employees For application Start Process for Multiple Employees, a Multiple Selection tray is available as part of the toolbar. It is open by default when the user enters the application. Use drag & drop or press CTRL key and select multiple boxes. Selected boxes will show up in Multiple Selection tray. Then proceed to next step in the roadmap via standard navigation buttons SAP AG. All rights reserved. / Page 11
12 Zoom & Map Panel Map: serves as navigation and orientiation when moving through larger structures. Move little rectangle to move org chart in main content frame Zoom factor to enlarge/decrease size of texts and portraits Fit-to-page Center Org Chart Scrollbars coming up as transparent panes when moving mouse over edges of Org Chart area Default zoom factor can be set in customizing 2010 SAP AG. All rights reserved. / Page 12
13 Personal Settings Allows user to set personal defaults for: Hierarchy structure (objects) Data View Individual field selection Style Hierarchy levels to be automatically expanded Zoom factor 2010 SAP AG. All rights reserved. / Page 13
14 Choose Between Different Hierarchy Views and Data Views Temporarily switch between different Hierarchy Structures (objects) and Data Views (box content) Will immediately refresh the org chart below Categories are configurable in dedicated Org Chart visualization customizing based on existing OADP views 2010 SAP AG. All rights reserved. / Page 14
15 Simple Search Google-like search for any keyword across object types, i.e. user does not have to decide first which field he is looking for and which object type Search will be run within entire area of responsibility of user (in backend) Delivers results regardless whether the all objects are already expanded and therefore visible in the org chart Show in hierarchy feature allows user to identify search results in hierarchy to verify whether they have found what they had been looking for SAP AG. All rights reserved. / Page 15
16 Advanced Search Search with combination of search fields across object types E.g. searching for Org Unit ID will bring up the corresponding Org Unit as well as the assigned objects (positions or employees) in the Org Unit in the results lists SAP AG. All rights reserved. / Page 16
17 View Details per Object in a Short Profile A details panel called Short Profile is shown next to the Org Chart. The content of the details panel can be adapted by way of adapting the interface IF_HIER_VIS_BUILDER which serves as enhancement spot in via the standard enhancement concept of SAP SAP AG. All rights reserved. / Page 17
18 Agenda 1. Embedded Org Chart Control 2. Configuration 2010 SAP AG. All rights reserved. / Page 18
19 Activate & Configure Download Flash component from SAP Service Marketplace Download Area: - SAP Note Installation of EMBORGCH 605 auf ERP 6.0 EHP 5 - SAP Note Organizational Chart Visualization in Manager Self-Services Activate Business Function HCM_PD_UI_1. Configure the necessary IMG Settings to model the views and data in the Embedded Org Chart (Customizing of Manager Self-Service (mysap ERP) Organizational Chart Visualization) Note: Make sure the WebDynpro ABAP component HIER_VIS_UI_WRAPPER is set to active in the SICF SAP AG. All rights reserved. / Page 19
20 User Parameter For testing purposes, you can switch on and off the Org Chart visualization via user parameter PDVIS_OFF = X in SU01 for a specific user. If switched off, the frontend will display the respective OADP-Web Dynpro screens SAP AG. All rights reserved. / Page 20
21 Configuration IMG Configuration contains: Activation of Org Chart control per application Configuration of Hierarchy Structures (object views) Configuration of Box Content (data views, fields, styles, colors) Option to take over either SAP preconfigured customizing settings, or any customer-specific OADP configurations existing in the current implementation of the MSS applications in question 2010 SAP AG. All rights reserved. / Page 21
22 Configure Organizational Chart Visualization Check Standard Organizational Chart Configuration: Customer can review the standard settings shipped in system tables (s-tables, cross-client). Note: By default, once the Business Function is switched on, the Org Chart Visualization is active per SAP s standard customizing settings. Transfer Standard Organizational Chart Configuration: Customer can transfer SAP standard delivery to customer tables (c-tables, client-dependent), then adapt to their need. Import Data from Object and Data Provider: If customer already has configured MSS applications with specific OADP-customizing, he can also choose to import existing OADP views into the Org Chart Visualization customizing (instead of taking over SAP delivered preconfiguration) Maintain transferred Organizational Chart Configuration: Here, customers can create own configuration up from scratch, or adapt transferred SAP standard customizing, or adapt their transferred OADP views SAP AG. All rights reserved. / Page 22
23 Check Standard Organizational Chart Configuration Configuration Samples Settings for navigation nodes (in our applications = Org Unit) Possibility to add actionable events in navigation box menu (does not include SAP s standard, application-specific menu actions) Possibility to set attributes for fields within navigation boxes Settings for object boxes assigned to a node (employees, positions or jobs in our applications) Possibility to add actionable events in object box menu (does not include our standard, application-specific menu acitons) Possibility to set attributes for fields within object boxes 2010 SAP AG. All rights reserved. / Page 23
24 Maintain Standard Organizational Chart Configuration Working with View Clusters: Work your way down top-bottom in the structure in the left navigation frame Before you can move to the next level in the tree in the left navigation frame, you must select a value on the right hand detail frame. Double-clicking or choosing hand detail frame. will show the Details screen per selected item in the right 2010 SAP AG. All rights reserved. / Page 24
25 Maintain Standard Organizational Chart Configuration Hierarchy Activate Org Chart Visualization for a hierarchy (here Webdynpro application) Implementation Class: defines relationship between Org Chart dlements and OADPdefined objects / fields / views /business logic Enable panels in Org Chart control s toolbar per hierarchy Define cross-user defaults (can be overwritten by userspecific settings) 2010 SAP AG. All rights reserved. / Page 25
26 Configuring Toolbar Panels of Org Chart Control 2010 SAP AG. All rights reserved. / Page 26
27 Maintain Standard Organizational Chart Configuration Structure Overview of all Hierarchy structures. Admin user should select one and choose Details (or double-click) 2010 SAP AG. All rights reserved. / Page 27
28 Structure Details + Org Chart Frontend This setting represents the text for the tooltip of the expan ( + ) icon for the Object Boxes. The same text appears in the context menu of the Box for the Expand Action 2010 SAP AG. All rights reserved. / Page 28 Colors used for Navigation Boxes and Object Boxes are defined here (left color bar in box)
29 Navigation Field Group Controls text represented as group header in the Settings and Advanced Search panels SAP AG. All rights reserved. / Page 29
30 Navigation Events You can add events that will show up in the context menu of a navigation box. Events need to be implemented in the Web Dynpro component that is embedding the UI wrapper component (HIER_VIS_UI_WRAPPER) SAP AG. All rights reserved. / Page 30
31 Navigation Fields 1 = Photo Area, 2 = Text Area, 3 = Icon Area 2010 SAP AG. All rights reserved. / Page 31
32 Navigation Box Field Formatting Use these settings to - show/hide field lables - Configure font styles 2010 SAP AG. All rights reserved. / Page 32
33 Object Field Group Employee portraits to be shown in the org chart boxes will be taken from the path you specify here SAP AG. All rights reserved. / Page 33
34 Object Events You can add events that will show up in the context menu of a navigation box. Events need to be implemented in the Web Dynpro component that is embedding the UI wrapper component (HIER_VIS_UI_WRAPPER) SAP AG. All rights reserved. / Page 34
35 Object Fields Item index: defines the Order of the field in the Box. Sort order: defines the order in which this field will be sorted e.g. sort order 2 for Employee Name and sort order 1 for Personnel Number means that the records will be first sorted by Personnel Number and then by Employee Name. Sort Flag: selection of Ascending/Ddescending order. Event Identifier: event code for the events defined at field level (for example enabling link for the field ) SAP AG. All rights reserved. / Page 35
36 Object Box Field Formatting Use these settings to - show/hide field lables - Configure font styles 2010 SAP AG. All rights reserved. / Page 36
37 Transfer Standard Organizational Configuration In order to modify SAP s standard configuration from the previous IMG activity (s-tables of view cluster), you have to copy them in this activity to a customer-controlled space of the configuration view cluster (c-tables). Then you can change all SAP-delivered settings in IMG activity Maintain Transferred Organizational Chart Configuration SAP AG. All rights reserved. / Page 37
38 Import Data from Object and Data Provider You use this report to migrate any existing Object and Data Provider (OADP) configuration to the Organizational Chart Visualization (hierarchy visualization) configuration, if you have already OADP configuration for the Webdynpro applications in place. The OADP enables you display structures from Organizational Management in a list or tree structure. In order to create an organizational chart based on the existing OADP configuration, conceptual mapping between the OADP and hierarchy visualization entities is required, which SAP delivers in an implementation class for the supplied configuration and applications. Select existing OADP views to add them to the configuration tables of the Organizational Chart Visualization. Transfers OADP views into the c- tables of the Organizational Chart Visualization view cluster SAP AG. All rights reserved. / Page 38
39 Background: Semantic Mapping Between OADP Fields and Fields in Organizational Chart Visualization Customizing Org. view in OADP is represented as Category in Org Chart Hierarchy Visualization Data view in OADP is represented as Field Group in Org Chart Hierarchy Visualization Columns in OADP are represented as Fields in Org Chart Hierarchy Visualization 2010 SAP AG. All rights reserved. / Page 39
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