Contents at a Glance. 1 Goal of this Book 17. 2 Overview of SAP ERP HCM 23. 3 SAP ERP HCM Projects 61. 4 Personnel Administration 75



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Table of Contents. Bibliografische Informationen digitalisiert durch

Transcription:

at a Glance 1 Goal of this Book 17 2 Overview of SAP ERP HCM 23 3 SAP ERP HCM Projects 61 4 Personnel Administration 75 5 Organizational Management in SAP ERP HCM 195 6 E-Recruiting 211 7 Traditional Recruitment 277 8 Time Management 315 9 Payroll 433 10 Benefits Administration 507 11 HR Reporting 535 12 Quality Assurance/Internal Control System 567 A Cross-Process Customizing Tools 603 B Infotypes in SAP ERP HCM 611 C Explanations for Process Models 647 D Recommended Reading 651 E Authors 655 Bibliografische Informationen http://d-nb.info/993523617 digitalisiert durch

Invitation 15 1.1 Scope ofthe Content 17 1.2 Release Names 18 1.3 Target Groups 19 1.4 Working with this Book 19 1.5 New in this Edition 20 2.1 Incorporation of HCM into SAP ERP and SAP Business Suite 23 2.2 Components of Personnel Management with the SAP System 26 2.2.1 Components of Personnel Management in SAP R/3 Enterprise 27 2.2.2 StructureofSAPERPHCM 28 2.2.3 A Basis for Other Processes in this Book 29 2.3 Roles in SAP ERP HCM 30 2.3.1 General Remarks 30 2.3.2 Selected Roles in SAP ERP HCM. 32 2.3.3 Critical Success Factors 33 2.4 ESS/MSS and the Portal 34 2.4.1 ESS with SAP 36 2.4.2 Web Architecture 36 2.4.3 SSO in the New ESS 42 2.4.4 Authorizations in the Portal 43 2.4.5 ESS 44 2.4.6 MSS 45 2.4.7 Critical Success Factors for the Use of Portal Applications... 47 2.5 Manager's Desktop 47 2.5.1 The User Interface 48 2.5.2 Adjustment Options 49 2.5.3 Critical Success Factors 58

3.1 Structure of an SAP ERP HCM Project 61 3.1.1 Project Scope 61 3.1.2 Project Phases (ASAP) 64 3.1.3 General Project Management 68 3.2 Tools 68 3.2.1 SAP Solution Manager 68 3.2.2 Process Modeling 70 3.2.3 Implementation Guide (IMG) 72 3.3 Critical Success Factors 73 4.1 Business Principles 4.1.1 Organizational Structures in the Personnel Area 4.1.2 HR Master Data and Work Processes 4.1.3 Legal Principles 4.1.4 A Basis for Other Personnel Management Processes 4.1.5 Companywide Integration of HR Data 4.2 The SAP ERP HCM Concept 4.2.1 Personnel Numbers 4.2.2 Infotype Concept 4.2.3 Data Maintenance in Infotypes 4.2.4 System Adjustments in Master Data Maintenance 4.2.5 Structures in Personnel Administration 4.3 Selected Infotypes for Personnel Administration 4.3.1 Infotype 0000 (Actions) 4.3.2 Infotype 0001 (Organizational Assignment) 4.3.3 Infotype 0002 (Personal Data) 4.3.4 Infotype 0006 (Address) 4.3.5 Infotype 0008 (Basic Pay) 4.3.6 Infotype 0019 (Monitoring oftasks). 4.3.7 Infotype 0027 (Cost Distribution) 4.3.8 Infotype 0011 (External Transfers) 4.3.9 infotype 0022 (Education) 4.3.10 Infotype 0077 (Additional Personal Data) 4.3.11 Infotype 0094 (Residence Status) 75 75 77 79 80 82 85 86 92 95 104 116 125 125 125 130 132 134 136 138 139 140 143 144

4.3.12 Infotypes for U.S. Employee Tax Information 145 4.4 Actions in Personnel Administration 145 4.4.1 Personnel Actions 146 4.4.2 Dynamic Actions 158 4.4.3 Business Workflow in the HCM System 163 4.4.4 Procedures in SAP NetWeaver Portal 167 4.5 Process Examples 168 4.5.1 Hiring an Employee 168 4.5.2 Decentralized Use of Personnel Data 171 4.5.3 Managing Expatriates 180 4.5.4 Data Maintenance in ESS 184 4.5.5 Access to HR Master Data by Managers 186 4.5.6 HR Business Partner. Support for the Decentralized Personnel Administration 189 4.5.7 HRShared Service with the EIC 191 4.6 Critical Success Factors 193 5.1 Classification in the Overall System and in SAP ERP HCM 195 5.1.1 Importance for Personnel Administration 195 5.1.2 Importance of Personnel Planning and Development 196 5.1.3 Importance of the Decentralized Use of HCM 197 5.1.4 Importance ofecc in General 197 5.2 Structure of Organizational Management 197 5.2.1 The Plan Version 197 5.2.2 Objects, Relationships, and Infotypes 198 5.2.3 Selected Object Types 199 5.2.4 Selected Infotypes 200 5.2.5 Designing the Organizational Structure 203 5.2.6 Integration with Personnel Administration 206 5.3 Critical Success Factors 207 6.1 Business Principles 211 6.1.1 Goals of the Recruitment Process 211

6.1.2 Recruitment Media 212 6.1.3 Managing the Application Process 215 6.1.4 Applicant Selection 217 6.1.5 Recruitment Controlling 218 6.1.6 Internet Recruiting 220 6.2 Specific Features of E-Recruiting 221 6.2.1 War for Talent 221 6.2.2 Sourcing and Retention 221 6.2.3 Controlling Recruitment Processes 222 6.2.4 Processes and Organization 223 6.2.5 Recruitment Service Providing 224 6.2.6 Technology 224 6.3 The Process in SAP ERP HCM 225 6.3.1 Overview 225 6.3.2 Processes and Roles 227 6.3.3 Requisitions 229 6.3.4 Process Templates 233 6.3.5 Questionnaires 235 6.3.6 Further Important Terms 242 6.4 Roles in SAP E-Recruiting 244 6.4.1 The Extemal Candidate 245 6.4.2 The Internal Candidate 257 6.4.3 The Manager 258 6.4.4 The Recruiter 260 6.4.5 The Administrator 266 6.4.6 Succession Planner 266 6.5 Customizing and Technology 267 6.5.1 Technical Settings 267 6.5.2 Basic Settings 268 6.5.3 Talent Warehouse 269 6.5.4 Applicant Tracking 270 6.5.5 Activities 271 6.5.6 Questionnaires 273 6.5.7 Requisition Management 274 6.5.8 Further Technical Issues 274 6.6 Critical Success Factors 275 10

7.1 The SAP ERP HCM Concept 277 7.1.1 Integration in the Organizational Structure 277 7.1.2 Media and Instruments 280 7.1.3 Applicant Master Data 282 7.1.4 Status, Actions, and Processes 288 7.1.5 Controlling the Work Flow and Correspondence 298 7.1.6 Reporting 304 7.1.7 Integration with the Internet 306 7.2 Process Examples 306 7.2.1 Advertisement 308 7.2.2 Receiptof Application 308 7.2.3 Single-Level Selection Procedure 311 7.2.4 Contract Creation 312 7.3 Critical Success Factors 312 8.1 Business Principles 315 8.1.1 Objectives of Time Management 316 8.1.2 Forms of Time Recording 318 8.1.3 Legal Principles 320 8.1.4 Concepts of Flexible Working Hours Policy 320 8.2 Design in the SAP System 322 8.2.1 Structures in Time Management 323 8.2.2 Public-Holiday Calendar 324 8.2.3 Concept Explanations for Time Management 325 8.2.4 Work Schedules 331 8.2.5 Time Data Entry 339 8.2.6 ConnectingTime Clocks 368 8.2.7 Time Evaluation 374 8.2.8 Incentive Wage 382 8.2.9 Reporting in Time Management 389 8.2.10 Integration Aspects 390 8.3 Time Manager's Workpiace (TMW) 392 8.3.1 Application and Functionalities 392 8.3.2 Customizing 397 11

8.3.3 Amended Delivery as of R/3 Enterprise 408 8.4 Calendar View in the TMW 408 8.4.1 Calendar Types 408 8.4.2 Functional Span 409 8.4.3 Processing Time Data 410 8.4.4 Customizing 411 8.5 Process Examples 415 8.5.1 Flextime Model with Traffic Lights 415 8.5.2 Part-Time Model 419 8.5.3 Life-Working-Time Accounts 421 8.5.4 Self-Service Processes in Time Management 425 8.6 Critical Success Factors 430 9.1 Business Principles 433 9.1.1 Basic Forms of Remuneration 433 9.1.2 Influencing Variables of Grass Payroll 435 9.1.3 Net Payroll 436 9.2 Payroll Concepts in SAP ERP HCM 437 9.2.1 Structures for Remuneration Calculation 437 9.2.2 Payroll Principles 438 9.2.3 Payroll Process 452 9.2.4 HR Process Workbench 475 9.2.5 The Payroll Calculation 477 9.3 Process Examples 494 9.3.1 Off-Cyde Workbench 494 9.3.2 Samples of Personnel Calculation Rules 498 9.4 Critical Success Factors 505 10.1 Business Principles 10.2 Implementation in SAP ERP HR 10.2.1 Basic Conceptions 10.2.2 Benefit Plans 10.2.3 Master Data 10.2.4 Enrollment 507 508 509 511 516 519 12

10.2.5 Miscellaneous 523 10.2.6 U.S.-Specific Benefits 530 10.3 Critical Success Factors 534 11.1 Business Principles 535 11.1.1 Categorization of Personnel Reports 536 11.1.2 Requirements for Setting Up Reporting 537 11.1.3 Time Line for Reporting Data 538 11.1.4 Counting Method 541 11.1.5 Special Case for Turnover Statistics 541 11.2 Implementation in SAP ERP HCM 543 11.2.1 Structures in HR Reporting 543 11.2.2 Tools for HR Reporting 544 11.2.3 Standard Reports 548 11.2.4 SAPQuery 555 11.2.5 AdHocQuery 556 11.2.6 Programming Customer-Specific Reports 559 11.2.7 HIS 560 11.2.8 Limits of HCM Reporting 560 11.3 Process Example: Company-Specific Reporting Concept 562 11.4 Critical Success Factors 565 12.1 Quality in Software Projects 12.2 Cross-Process Quality Aspects in SAP ERP HCM 12.2.1 Structured Procedure 12.2.2 Documentation and Customizing 12.2.3 Clear and Transparent Customizing, 12.2.4 Test Concept, 12.2.5 Authorization Concept, 12.2.6 Decentralized Use of the System 12.2.7 Setting Up Your QM Project 12.2.8 Auditing tools 12.3 Quality Management in Specific Processes 567 569 569 570 571 573 575 577 578 580 582 13

12.3.1 QA in Organizational Management 582 12.3.2 QA in Recruitment 583 12.3.3 QA in Personnel Administration 584 12.3.4 QA in Time Management 586 12.3.5 QA in Payroll 591 12.3.6 QA in Pension Scheme 592 12.3.7 QA in Reporting 593 12.4 Set up of an Internal Control System 594 12.4.1 Integration of Processes Outside the System 594 12.4.2 Merging all the Elements to Build an Internal Control System 594 12.5 Critical Success Factors 595 13.1 General Remarks on Integration 597 13.1.1 Organizational Management 598 13.1.2 Training and Event Management 598 13.1.3 Personnel Development 598 13.1.4 Compensation Management/Cost Planning 599 13.1.5 Performance Management 599 13.1.6 Workforce Planning/Shift Planning 600 13.1.7 Cross-Component Aspects 600 BaiKScEÖiitfiiiÄiSäÄärS^I A Cross-Process Customizing Tools 603 B Infotypes in SAP ERP HCM 611 C Explanations for Process Models 647 D Recommended Reading 651 D.1 Web Sites 652 E Authors 655 Index 657