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SAP ERP HCM Talent Management and Talent Development What's new in Managing Succession and Talent Development with EhP5?
Ramp-up Knowledge TransferSAP Enhancement Package 5 for SAP ERP 6.0
© 2010 SAP AG. All rights reserved. / Page 2
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Consideration & Resources
Agenda
© 2010 SAP AG. All rights reserved. / Page 3
Managing Succession and Talent DevelopmentProcesses and Roles Involved
Talent Profile Talent Assessment
Talent Management Specialist
Manager Employee
Talent Review MeetingSuccession Planning Development Planning
Talent Management Specialist
Manager Management Team
* * **
© 2010 SAP AG. All rights reserved. / Page 4
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Consideration & Resources
© 2010 SAP AG. All rights reserved. / Page 5
Fact Sheet – Calibrate talents with incomplete performance and/or potential rankings
Why:
− Managers tend not to conduct all formal steps as preparation for the talent review meeting
− Talents without complete assessment ratings can not be included in an agenda topic of a review meeting, so those talents
are not available for discussions and further management decisions
What:
− Talent Review Meeting: The interactive grid supports the calibration of talents with incomplete Potential and/or Performance rankings by moving them from the ‘Open Assessment’ box into the calibration grid
Where:
− Preparation of a Talent Review Meeting by assigning talents with incomplete rankings to an agenda topic
− Conduction of the Review Meeting by calibrating talents with incomplete potential and/ or performance ranking
− The ranking is stored in infotype 7408 for potential and in infotype 7409 for performance
Who:
− Manager when nominating talents for a calibration meeting without the urgent need to complete the performance and potential assessment
− Talent Management Specialist when planning and conducting the talent review meeting
Good to know:
− It is possible to confirm an existing performance or potential ranking although the other ranking is still missing but it is not possible to adapt the existing performance or potential ranking only in case the other value is missing.
© 2010 SAP AG. All rights reserved. / Page 6
Calibrate talents with incomplete performance and/ or potential rankings I
© 2010 SAP AG. All rights reserved. / Page 7
Calibrate talents with incomplete Performance and/ or Potential rankings II
Customizing settings for calibrating talents
even without a completed or valid performance
and / or potential ranking as result of talent
assessment:
© 2010 SAP AG. All rights reserved. / Page 8
Calibrate talents with incomplete performance and/ or potential rankings III
© 2010 SAP AG. All rights reserved. / Page 9
Calibrate talents with incomplete performance and/ or potential rankings IV
© 2010 SAP AG. All rights reserved. / Page 10
Calibrate talents with incomplete performance and/ or potential rankings V
Actions offered for talents with open assessments while conducting the review
meeting: Appraise talents by moving them into the calibration grid via drag & drop Reset talents with unapproved rankings via drag & drop
Actions available via context menu of a talent with open assessments: Approve the ranking of a talent that either has a performance or potential ranking
initially Undo approval Compare talent information side-by-side Access detailed talent profile information
© 2010 SAP AG. All rights reserved. / Page 11
Calibrate talents with incomplete performance and/ or potential rankings VI
Action menu available in the box for ‘Open Assessments’: The Talent Management Specialist can reset all talents with open assessments that have
been placed in the calibration grid The Talent Management Specialist can approve the existing but incomplete rankings of
all talents with open assessments. Precondition: at least one value either performance or potential is available.
The Talent Management Specialist is able to revoke the approvals for all talents by ‘Undo Approval’
The Talent Management Specialist can compare all talents side-by-side that do not have completed assessment rankings
© 2010 SAP AG. All rights reserved. / Page 12
Calibrate talents with incomplete performance and/ or potential rankings VII Zoom-in list for ‘Open Assessments’ when clicking on the ‘plus’ icon
The content being displayed in the list zoom-in box for ‘Open Assessments’ can be configured via customizing.
Path in IMG: Talent Management and Talent Development=> Basic Settings=>Adjusting User Interfaces => Configuration for Data Retrieval
Relevant Parameter: RM_UNAPPRAISED_BOX_ZOOM_LIST
© 2010 SAP AG. All rights reserved. / Page 13
Short profile information and Business Card Information for talents with open assessments:
Calibrate talents with incomplete performance and/ or potential rankings VIII
© 2010 SAP AG. All rights reserved. / Page 14
Calibrate talents with incomplete performance and/ or potential rankings VIIII Add talents with incomplete Performance and/ or Potential ranking
When searching for talents to be added to an agenda topic of a review meeting it might be helpful to be directly informed about talents’ already existing performance/ potential ranking in the search hit list.
© 2010 SAP AG. All rights reserved. / Page 15
Calibrate talents with incomplete performance and/ or potential rankings X Customizing settings for adapting the search configuration
2. Assign Search Configuration
1. Define Search Configuration
© 2010 SAP AG. All rights reserved. / Page 16
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Consideration & Ressources
© 2010 SAP AG. All rights reserved. / Page 17
Printing talent profileFact Sheet
Why:
− Managers and Talent Management Specialist want to print talent profile information to prepare
the calibration meetings without the need to be online
What:
− Detailed and/ or short profile information of talents can be printed
Where:
− When the Manager and Talent Management Specialist launches the profile for viewing the profile data
Who:
− Managers
− Talent Management Specialist
Limitations:
− Printing of multiple talent profiles is not possible
− Employee can not print his/ her profile
Good to know:
− The profile information to be printed is based on a PDF form that is also part of the handout document created in the review meeting application.
© 2010 SAP AG. All rights reserved. / Page 18
Printing talent profile
Printing the talent profileThis functionality enables the talent management specialist and the manager to launch a PDF
form of the talent profile for printing purposes. Depending on the customizing settings and on
users needs the short profile or the detailed profile is to be printed.
IMG: Talent Management and Talent Development => Basic Settings => PDF based Documents in Talent Management
© 2010 SAP AG. All rights reserved. / Page 19
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Consideration & Ressources
© 2010 SAP AG. All rights reserved. / Page 20
Printing the calibration gridFact Sheet
Why:
− The Talent Management Specialist can launch a PDF form of the calibration grid for printing purposes. This PDF form
ensures that talents of crowded grid boxes that in the online grid version can only can be viewed by using the scroll-bar are
printed accurately. Additionally the manager is now able to print the calibration grid available in the assessment dashboard.
What:
− Print the calibration grid as part of the handout and when the grid has been launched
Where:
− Review Meeting application for TMS
− Assessment dashboard for managers
Who:
− Managers
− Talent Management Specialist
Limitations:− Status icon and trend icon of talents differ slightly from online version
Good to know:
− The Talent Management Specialist can decide whether talents’ list and/ or the calibration grid shall be part of the handout document or not
− In the form the talents with open assessments are displayed beneath the calibration grid
− In case of really crowded boxes talents are displayed in two columns in the corresponding grid box
© 2010 SAP AG. All rights reserved. / Page 21
Printing the calibration grid I
Printing the calibration grid as part of the handout while planning the review
meeting
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Printing the calibration grid II
Ad hoc printing of the calibration grid via context menu entry ‘Print Preview’
© 2010 SAP AG. All rights reserved. / Page 23
Printing the calibration grid III
Customers are able to adjust the form according to their needs and to assign their customer application form via customizing.
© 2010 SAP AG. All rights reserved. / Page 24
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Considerations and Resources
© 2010 SAP AG. All rights reserved. / Page 25
Transfer of competenciesFact Sheet
Why:
− Results of competency assessments could not be embedded into further processes based on both skills
and competencies because there was no complete view of skills and competencies.
What:
− Transfer of competencies after conduction and completion of talents’ competency assessment
Where:
− Follow-up processing (background)
− Retroactively transfer competencies to qualifications profile (report)
Who:
− HR Admin/ IT Experts
Good to know:
− If there is more than one assessment for the same competency of an employee in an appraisal period, in the standard SAP system, the BAdI implementation calculates the arithmetic average of these values. This can occur in the following cases, for example:
− The employee is in concurrent employment and therefore has more than one superior.
− The employee changed position within the appraisal period.
− The BadI transfers per default all competencies to employee’ skill/ competency profile.
© 2010 SAP AG. All rights reserved. / Page 26
Transfer of competencies to employee profile I
Competency transfer Relevant customizing settings for the form to be used to ensure the transfer of
competencies to employee profile after the manager has completed the competency assessment
© 2010 SAP AG. All rights reserved. / Page 27
Transfer of competencies to employee profile II
Standard settings for transferring competencies
If you do not want to implement the transfer in the same way that the standard SAP
system intends please proceed as follows:a) You create a customer implementation of the Appraisal Document - Follow-Up
Processing (Background) (HRHAP00_FOLLOW_UP) BAdI.
b) In Customizing for Talent Management and Talent Development, under Talent Assessment -> Make Further Settings for Talent Assessment, you define the filter value of your customer implementation as the value of the COMPETENCY_FOLLOW_UP parameter.
© 2010 SAP AG. All rights reserved. / Page 28
Transfer of competencies to employee profile III
Read Competency from Skill/ Competency ProfileIn Customizing for Talent Management and Talent Development, under Talent Assessment ->
Make Further Settings for Talent Assessment you can define a parameter value that states
whether the system reads the competencies that are displayed on the user interface from the
employee’s qualifications profile or from the appraisal document for competencies. – If you leave the field empty, the system reads the competencies from the appraisal document.
– If you enter X, the system reads the competencies from the qualifications profile.
© 2010 SAP AG. All rights reserved. / Page 29
Transfer of competencies to employee profile IV
Retroactively Transfer Competencies to Qualifications ProfileYou can use the report Transfer Competency Assessments to Qualifications Profile
(RPTMC_COMPETENCY_FOLLOW_UP) to retroactively transfer the competencies from
completed appraisal documents.
© 2010 SAP AG. All rights reserved. / Page 30
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Consideration & Resources
© 2010 SAP AG. All rights reserved. / Page 31
Deletion of Assessment DocumentsFact Sheet
Why:
− Assessment are often required once or more times a year
− Assessment documents created by mistake could not be deleted by the manager, which led to
an unintended collection of obsolete data.
What:
− Managers need the ability to delete employee assessment documents that are obsolete or have been created by mistake
Where:
− Talent Assessment
Who:
− Managers
Good to know:
− The Assessment documents can only be deleted by the manager as long as the documents are not in the status ‘completed’
© 2010 SAP AG. All rights reserved. / Page 32
Deletion of assessment documents
Delete obsolete assessment documents When it comes to assessing their employees, managers need the ability to delete obsolete
assessment documents that are not yet completed. The ‘Delete’ button available in the assessment dashboard is available depending on the status of the documents.
© 2010 SAP AG. All rights reserved. / Page 33
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Considerations and Resources
© 2010 SAP AG. All rights reserved. / Page 34
Vertical alignment in side-by-side comparison Fact Sheet
Why:
− Missing visual support when comparing talent information side-by-side
What:
− The profile information of side-by-side comparison is now table-like and vertically aligned. The
data categories (for example, talent data, organizational assignments, and succession data) to
be compared are displayed once on the left hand side and talents' profile information is
represented side-by-side and vertically aligned.
Where:
− Assessment Dashboard
− Talent Information
− Talent Review Meeting
Who:
− Managers
− Talent Management Specialist
© 2010 SAP AG. All rights reserved. / Page 35
Vertical alignment and table-like presentation in side-by-side comparison of Talent Profiles
Side-by-Side Comparison
© 2010 SAP AG. All rights reserved. / Page 36
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Considerations and Resources
© 2010 SAP AG. All rights reserved. / Page 37
Automated delimitation of talent relationshipsFact Sheet Why:− Data consistency and accurate analytics on succession planning processes− Up-to-date information on talent relationships reflecting recent changes in employment
status
What:− Automatic delimitation of successor relationship for employees becoming new incumbents
of a position they were planned as successors for− Delimitation of talent relationships for talents leaving the company or going to retirement
Where: − Relationships A740 (successor for a position), A744 (has potential for a Job Family), A743
(belongs to a Talent Group)
Who:− Talent Management Specialist
Limitations:− For talent relations of EhP4 + EhP5 data model only
Good to know:− Several cases of time period intersection, i.e. overlapping periods of succession and
incumbent relationship are taken into consideration− Key guidance is that from now on an incumbent will not be allowed as a successor for own
position at the same time
© 2010 SAP AG. All rights reserved. / Page 38
Specify Triggering Status Change for Delimitation/Deletion of Assignments
Customizing defines which changes of employee's employment status trigger automatic delimitation/ deletion of successor or talent assignments. Following relationships are affected:
Successor assignment to a position A740
Talent assignment to a talent group A743
Indication of a talent’s potential for a job family A744
System automatically delimits/deletes these assignments, if an HR Administrator applies personnel action to change an employee's employment status from (3) Active to one of the following:
(0) Left Company, (1) Inactive, (2) Pensioner
Standard delivery of the customizing includes all of the three aforementioned changes activated.
System also delimits/deletes an employee's successor assignment to a position A740 if the employee becomes the incumbent of this position. No customizing activity is required for this case.
© 2010 SAP AG. All rights reserved. / Page 39
Delimitation or Deletion?
When are the Talent Relations deleted, when only delimited?
The need for action (delimitation or deletion) occurs, when two relations overlap – e.g. Successor Relation (740) and Incumbent Relation (008). In case of overlapping, stronger 008 cuts weaker 740, i.e. end date of 740 is amended to be one day before 008 starts, hence 740 is delimited. If 740 lies within 008, 740 will be deleted.
740 Successor
008 Incumbent
delimited
008 Incumbent
740 Successor
740 Successor
008 Incumbent
740 Successor deleted
008 Incumbent
740 delimited
740 deleted
© 2010 SAP AG. All rights reserved. / Page 40
Clean-Up of Inconsistent Successor and Talent Assignments
Report Clean-Up of Inconsistent Successor and Talent Assignments (RPTMC_ADJUST_TM_RELATIONS) displays inconsistent successor and talent assignments existing in the system. This applies to the following types of assignments: A740: Position (object type S) has successor (object type CP) A743: Talent group (object type TB) contains talent (object type CP) A744: Job family (object type JF) is potential of talent (object type CP)
Inconsistent assignments can be deleted directly.
This customizing activity is to be used only in case of talent assignments that were created before the functions for the automatic delimitation/deletion were available. Run the report Clean-Up of Inconsistent Successor and Talent Assignments once to clean up the existing assignments. Afterwards it is no longer required, as the system automatically delimits the assignments.
Please note: The report records all database changes in a log. This log is available to the responsible TMS in the launch pad – see next slide.
© 2010 SAP AG. All rights reserved. / Page 41
Portal – view of report for automated delimited relationships
All automated delimitations or deletions of talent relationships are logged in the database.
TMS can call the report for changes in own area of responsibility from the Reports launch pad.
In a user-friendly POWL all relevant changes are displayed. Powerful capabilities for sorting, filtering etc are available.
© 2010 SAP AG. All rights reserved. / Page 42
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Considerations and Resources
© 2010 SAP AG. All rights reserved. / Page 43
Migration toolsFact Sheet Why:− Continuing efficiency with talent processes by transferring and reusing existing information
What:− Data migration for customers who have been running succession planning software from
SAP based on former data models (SAP E-Recruiting based solution or the solution prior to SAP ERP 6.0) and who want to use the new talent management and talent development processes
Who:− HR Admin / IT Experts
Limitations:− No migration available for the PA infotypes of Education (IT0022) and Other/Previous
Employers (IT0023) with the infotypes in E-Recruiting or Talent Management.
Good to know:− Migration tools are delivered with EhP5 and via support package with EhP4− Note 1272565 with additional information on migration reports and valid software
components.
© 2010 SAP AG. All rights reserved. / Page 44
Solution History & Recommendations
Prior to SAP ERP 6.0 (Career and Succession Planning): this data model supported backend functionality on Succession Planning
Prior to any EhP: this data model for Succession Planning was based on the data model of SAP E-Recruiting (6.00 or higher) and was released via the SAP Enterprise Portal Role of the Talent Development Specialist
As of EhP4: the recent data model for Succession Planning is released via the (SAP Enterprise Portal) role of the Talent Management Specialist and new services for the role of the Manager.
Note: Customers who consider to implement Succession Planning are strongly recommended to implement the solution based on the new data model (released as of EhP4). Please also refer to the SAP note 1223936.
Prior to SAP ERP 6.0 SAP ERP 6.0 As of EhP4 for SAP ERP 6.0
© 2010 SAP AG. All rights reserved. / Page 45
Details on Migration Reports
The migration programs allow to transfer into the new solution / data model data from:
(1) Succession planning (backend solution) – program RPTMC_MIGRATE_SUCCESSIONS
(2) Succession planning (E-Recruiting based data model) – program RPTMC_MIGRATE_SUCCESSIONS
(3) Talent groups and their assignments (E-Recruiting based data model) – program RPTMC_MIGRATE_TALENT_GROUPS
(4) Customizing of talent profiles referring to education and work experience (from the candidate profile customizing of the E-Recruiting based data model) – program RPTMC_TP_SYNC_EDU_WE_CUST_RCF
(5) Talent Profile data on education and work experience (from the candidate profiles of the E-Recruiting based data model) – program RPTMC_TP_SYNC_EDU_WE_RCF
(6) Performance and potential values (from Objective Setting and Appraisals) – program RPTMC_MIGRATE_PERFPOT
© 2010 SAP AG. All rights reserved. / Page 46
Miscellaneous for all five Migration Programs
Most programs can be run in test mode. This is recommended before productive run in order to avoid any inconsistencies. The program RPTMC_TP_SYNC_EDU_WE_CUST_RCF does not include a test mode option since it updates customizing tables only.
Programs create a log with errors, warnings and success messages. Migration programs valid for the E-Recruiting based data model (source application) include
fields for determining the RFC destination. This is required if the source and target applications are on two different systems which is often the case for the E-Recruiting based succession planning.
Please consider that the new data model requires a central person (object CP) for the persons (P). Many relationships to other objects are linked to the central person and not to the person. For this reason the CP has to exist in the target application. For the system to generate a central person for each employee, set the HRALX HRAC switch to the value X.
Please check the documentation provided for the single reports.
© 2010 SAP AG. All rights reserved. / Page 47
Program RPTMC_MIGRATE_SUCCESSIONS - Overview In the backend solution a successor is determined by linking a person to a position via the
relationship 037 ‚designated successor‘. This solution did not allow to flag positions as key positions.
In the new data model released with ERP6.0 EhP4 a successor is determined by linking a central person to a position via the relationship 740 ‚is successor of‘. A central person exists for each person in the system.
During migration the system identifies the central persons of the corresponding employees and creates the new relationship to the positions.
The new solution released with ERP6.0 EhP4 allows to indicate positions as key positions. It is possible to automatically set this key indicator during migration for those positions in the source application where successors have been identified. The key indication is set via the infotype 7400 ‚Key indication‘ in the target application / system.
1. Migrating Succession Data from Career and Succession Planning (backend)
© 2010 SAP AG. All rights reserved. / Page 48
Selection of the source application where data is to be transferred from
Since the source application does not specify ranking and readiness for succession assignments, please add an entry in the customizing of the ranking and readiness scale of the target application to indicate there is no ranking or readiness for the corresponding successions to be transferred. This entry should then be specified in this field in the program.
The date refers to the successor assignments in the source application whose valid-to date is on or after the specified date
Sets the key indication for the selected positions succession was planned for in the source application
Run in test mode
1. Migrating Succession Data from Career and Succession Planning (backend)
Program RPTMC_MIGRATE_SUCCESSIONS – Selection Screen
© 2010 SAP AG. All rights reserved. / Page 49
Program RPTMC_MIGRATE_SUCCESSIONS - Overview In the E-Recruiting based data model a successor is determined by linking a candidate
(object NA) via the candidacy (object NE) to a succession plan (object NB). In the E-Recruiting based data model positions can be linked to a succession plan.
However, no explicit key indication exists. In the new data model released with ERP6.0 EhP4 a successor is determined by linking a
central person to a position via the relationship 740 ‚is successor of‘. A central person exists for each person in the system.
During migration the system searches for the person linked to the corresponding candidate object. Then, in Talent Management the central person for this person is determined and linked to the position via the relationship 740 ‚is successor of‘. Please note, the central person in E-Recruiting could differ from the one in Talent Management e.g. due to separate systems.
The new solution allows to indicate positions as key positions. It is possible to automatically set this key indicator during migration for the positions in the source system linked to the identified succession plans.
2. Migrating Succession Data from E-Recruiting Based Data Model
© 2010 SAP AG. All rights reserved. / Page 50
Selection of the source application where data is to be transferred from
Since the source application does not specify ranking for succession assignments, please add an entry in the customizing of the ranking scale to indicate there is no ranking for the corresponding successions to be taken over.
The date refers to the successor assignments in the source application whose valid-from date is on or after the specified date.
Sets the key indication for the selected positions succession was planned for in the source application
Run in test mode Only required if source and target application are on two systems
If you choose this pushbutton, the system determines the readiness scale that you used in the source application for successor assignments, and lists the values of this scale. For each value from the source application, please state the required readiness that you want to use in the target application.
2. Migrating Succession Data from E-Recruiting Based Data Model
© 2010 SAP AG. All rights reserved. / Page 51
Program RPTMC_MIGRATE_TALENT_GROUPS - Overview Talent groups allow to structure the pool of talents and classify employees or candidates
into this units for several business reasons. Talent groups usually have a support team that determines which users can access and maintain the specific talent groups.
In the E-Recruiting based data model talent groups (object NF) are used to categorize candidates (both, for E-Recruiting and succession planning).
In the new data model for Talent Management with EhP4 talent groups are used to categorize employees (talents). With the new solution a new object for talent groups (object TB) has been introduced that is only used in talent management.
The migration program allows to migrate existing talent groups and the assignments of internal candidates (employees) from the E-Recruting model to the new data model. This program also allows to take over the support team assigned to the corresponding talent groups.
Please note, the program creates completely new objects (different object type) with new object IDs in the Talent Management target application. After the program has been performed there is no link between the source and the target talent group. Thus, if the program is run again and the selection includes one talent group from the source application that was already transferred an additional talent group with the same name is created. This can lead to a redundant talent group in the target system.
3. Migrating Talent Groups and Their Assignments from E-Recruiting Based Data Model
© 2010 SAP AG. All rights reserved. / Page 52
3. Migrating Talent Groups and Their Assignments from E-Recruiting Based Data Model
Program RPTMC_MIGRATE_TALENT_GROUPS – Selection Screen
Run in test mode
Date to select all talent group assignments whose valid-to date is on or after the specified date
Selection of talent groups (NF) in the source application to be transferred
Only required if source and target application are on two systems
© 2010 SAP AG. All rights reserved. / Page 53
4. Migrating Customizing for Talent Profile Data from E-Recruiting Based Data Model
Program RPTMC_TP_SYNC_EDU_WE_CUST_RCF – Overview I In the case of the E-Recruiting based data model details on work experience and education
is stored in the candidate profile in the infotypes Work Experience (5103) and Education (5104).
In the case of the new data model for talent management released with EhP4 this data are stored in the infotypes External Work Experience (7403) and Education (7404).
Both approaches are using own infotypes with an own customizing. Prerequisite for transferring the candidate information (source application) into the talent
profile (target application) is to first synchronize the settings in the corresponding customizing tables on both sides, source and application solution. The customizing settings related to these sets of data need to be identical.
The migration programs must be started in the following order: RPTMC_TP_SYNC_EDU_WE_CUST_RCF -> Synchronize customizing RPTMC_TP_SYNC_EDU_WE_RCF -> Synchronize profile data
© 2010 SAP AG. All rights reserved. / Page 54
4. Migrating Customizing for Talent Profile Data from E-Recruiting Based Data Model
Program RPTMC_TP_SYNC_EDU_WE_CUST_RCF – Overview II Work Experience: The program RPTMC_TP_SYNC_EDU_WE_CUST_RCF synchronizes
the corresponding tables between source (E-Recruiting) and target application (talent management) regarding functional areas, hierarchy levels, contracts and industries.
Education: The program synchronizes the corresponding tables between source (E-Recruiting) and target application (talent management) regarding education types, broad fields of education and degree levels.
Start the report twice, if you want to synchronize both either Work Experience or Education to be synchronized from E-Recruiting to Talent Management.
The language selection allows to restrict the entries to be synchronized for selected languages only. This, for example, is required if in E-Recruiting there are more languages being used than in Talent Management and the synchronization should only affect the languages used in Talent Management.
After the report is run a list with entries is shown displaying traffic light alerts and the synchronizing status of the customizing tables. A more detailed view displays the synchronization status per table entry. In case of inconsistencies, they can be shown and cleaned up.
© 2010 SAP AG. All rights reserved. / Page 55
4. Migrating Customizing for Talent Profile Data from E-Recruiting Based Data Model
Program RPTMC_TP_SYNC_EDU_WE_CUST_RCF – Overview III By performing the import, the program transfers deviating table entries from the source
application (E-Recruiting) to the tables in the target application (Talent Management). Identical entries are ignored.
Any inconsistency or error identified in the source tables (E-Recruiting) cannot be corrected via this program. Such errors need to be manually corrected in the corresponding E-recruiting tables.
The entries used to fill the Work Experience and Education are based on two tables in customizing: one entity table with the values or ID of the entry (eg. 0001) and one text table that connects the values from the first table with texts and language
keys
© 2010 SAP AG. All rights reserved. / Page 56
4. Migrating Customizing for Talent Profile Data from E-Recruiting Based Data Model
Program RPTMC_TP_SYNC_EDU_WE_CUST_RCF – Selection Screen
Defines in which language or languages the report is to synchronize the Customizing entries.
Select the category for which the customizing shall be synchronized
Only required if source and target application are on two systems
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5. Migrating Talent Profile data from E-Recruiting based data model
Program RPTMC_TP_SYNC_EDU_WE_RCF – Overview Both, the candidate profile (E-Recruiting) and the talent profile (Talent Management) can
comprise data on a person regarding his or her education and work experience but is technically stored in separate infotypes / data tables.
Currently there is no integration between the two profiles. However, it is possible to transfer the data stored in the categories of education and work experience from the candidate profile to the corresponding categories in the talent profile via the program RPTMC_TP_SYNC_EDU_WE_RCF. This program also allows to compare the profiles in order to identify possible differences among profiles regarding work experience and education.
Please note, the program transfers the data in one direction from the candidate profile to the talent profile. After the data transfer both profiles can be maintained separately. It is a business decision to allow employees to maintain both or just one of the profiles in order to keep one single source of data.
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5. Migrating Talent Profile data from E-Recruiting based data model
Program RPTMC_TP_SYNC_EDU_WE_RCF – Selection Screen
Run in test mode
Selection of persons by assignment to talent groups in Talent Management (not in E-Recruiting)
Selection of the category for profile synchronization
Language used only for checking if customizing is identical on both sides
Only required if source and target application are on two systems
Options to prevent for example existing data in Talent Management to be overwritten
Include warnings and information also on successful imports
Selection of persons by personnel ID (Concurrent / Global Employement) or personnel number
Selection of persons by organizational assignment
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6. Migrating Performance and Potential values
Program RPTMC_MIGRATE_PERFPOT – Overview In various talent managment processes such as the talent review meetings the values for
potential and performance are read from the data stored in the talent management infotypes Potential (7408) and Performance (7409). These infotypes are usually fed via the completion of performance appraisals between employees and their managers, potential evaluations of employees by their managers, or updated via decisions made in talent review meetings by manager circles.
Customers who have been using Performance Management and who implement the new Talent Management solution can take over existing appraisal values.
The program RPTMC_MIGRATE_PERFPOT allows to transfer the final appraisal values for performance and potential from Performance Management to the new infotypes in Talent Management.
In order to do the transfer the corresponding Performance Management appraisal documents must be completed and the values for potential and performance must be stored in the FAPP (final appraisal) column.
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6. Migrating performance and potential values
Program RPTMC_MIGRATE_PERFPOT – Selection Screen
Run in test mode
Select the Appraisal Template and the
element (final appraisal column) to
be transferred
Selection of utilized appraisal template
The report considers all appraisal documents that are based on the selected appraisal template and for which the valid-to date is on or after the specified date.
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Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Considerations and Resources
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Succession Planning with STVN2.1Fact Sheet Why:− Continuous improvements and innovations with Succession Planning
What:− System supported identification of potential successors based on qualifications match− Enhanced and more consistent UI− Flexible grid enhancements (w/ Flash based UI)− HCM Dashboard integrated with Succession Planning− Platform support for .Net and Java
Where: − SAP Talent Visualization by Nakisa 2.1 available on Service Marketplace > Installations
and Upgrades > Installations and Upgrades - Entry by Application Group > SAP Solution Extensions by Partners > SAP Talent Visualization by Nakisa 2.1
Who:− Talent Management Specialist role
Good to know:− SAP Talent Visualization by Nakisa 3.0 will be released shortly after EhP5
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View Succession plans within area(s) of responsibility
View Successors details – Talent Profile, Career Aspirations, Talent Assessment
Assign competencies to positions and assign employees to Talent Groups
Succession Planning: Enhanced UI DesignSleeker org charts, buttons, icons and overall composition and layout
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Succession Planning: New Flash Talent Grid
View quick details with a mouse over
New Flash based UI – more dynamic & interactive viewing features
Different display options: Name tag, Listing and Business Card View
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Succession Planning: Profile MatchNew Design
Select Position to conduct Profile MatchUp
View potential successors (i.e. candidates) that match profile in order of relevance
Search for Successors by additional criteria and competencies
Search for Successors in specific groups
Compare candidates with respect to competencies
Assign best matched candidate as a successor
© 2010 SAP AG. All rights reserved. / Page 66
Agenda
1. What’s New In Talent Management and Talent Development with EhP5?
• Calibrate talents with incomplete performance and/or potential rankings• Printing the talent profile• Ad hoc printing of the calibration grid and as part of the handout• Transfer of competencies to employee profile• Deletion of assessment documents• Vertical alignment in side-by-side comparison of talent profiles• Automated delimitation of talent relationships• Migration tools for key data of previous talent solutions
2. Overview on SAP Talent Visualization by Nakisa 2.1 – Succession Planning
3. Implementation Considerations and Resources
© 2010 SAP AG. All rights reserved. / Page 67
Technical Prerequisites
SAP enhancement package 5 for SAP ERP 6.0 that presupposes:
SAP ERP 6.0 – SAP ECC Server
SAP NetWeaver 7.02 SP01 from which the solution uses:
• SAP NetWeaver Graphics Service 1.0
• SAP Netweaver – Knowledge Provider
• SAP NetWeaver – Adobe Document Services 7.02 (required for Adobe print forms)
• Enterprise Search 7.02 (Embedded Search) that presupposes
• SAP TREX 7.10
Business Packages:
– Business Package for Employee Self-Service 1.41
– Business Package for Manager Self-Service 1.41
– Business Package for Talent Management Specialist 1.51
that presupposes:
– SAP ERP 6.0 – SAP XSS (Self-Services)
Portal Environment:
– SAP ERP 6.0 – SAP NetWeaver EP Core
– SAP NetWeaver 04s Portal 7.0
Adobe Flash Player is required on client side (required for Flash Islands for Web Dynpro ABAP)
Business Function:
• HCM_TMC_CI_1 (prerequisite for HCM_TMC_CI_2)
• HCM_TMC_CI_2
Related Business Functions:
• HCM_Analytics_1
• HCM_NWBC_Roles
• Please refer also to HCM_HIRE_INT_CI_1 You can use this business function during the hiring process to transfer the personal data of the candidate, education data, professional background and qualifications of a successful candidate from SAP E-Recruiting to your system for SAP ERP Human Capital Management (SAP ERP HCM). The NewHire integration scenario supports the following scenarios: Hiring, Rehire, Transfer and Completion of an additional personnel assignment.
Please note: We strongly recommend the implementation of SAP Talent Visualization by Nakisa.
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Resources
For further details regarding SAP Talent Visualization by Nakisa please see:
(http://service.sap.com/swdc >> Download >> Installations and Upgrades >> Applications by Index >> T >>)
SAP Talent Org Chart
SAP Talent Viewing
SAP Talent Planning (Visualization)
Business Function Documentation and Release Information is also available via transaction SFW5 where you can activate the BF.
Information regarding SAP Enhancement Packages:
http://service.sap.com/erp-ehp
Ramp-Up Knowledge Transfer:
http://service.sap.com/rkt
http://service.sap.com/rkt-erp
Online Help:
Documentation -> SAP ERP->SAP ERP Enhancement Packages ->ERP Central Component Enhancement Package 5
– Select Language
– Choose SAP ERP Central Component -> Human Ressources -> Talent Management -> Talent Management and Talent Development
Further Important Notes:
1223938 – SAP Talent Visualization by Nakisa – Languages
1223937 – Talent Management and Talent Development- Languages
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Thank you!