HCM Global Organizational Management

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

2 PreparationBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix for HCM. The matrix (an Excel file) is linked on the solution's DVD/website in one of the following two locations:

Content Library Site Map

3 Organizational ManagementOrganizational Management (OM) is delivered through this SAP Best Practices package with a model that companies can use as an example for designing their Organizational Structure and to drive approvals. The model contains an Organizational functional and reporting view, a quantity of jobs and with positions connected to a job family and functional area. By focusing this SAP Best Practices package on the main functional areas of an Organization such as Finance/Administration, Human Resources, Information Technology, and Sales/Distribution, a cross-Industry HR template approach is realized within OM.3.1 Benefits to UsersThis SAP Best Practices package provides an out-of-the-box environment whereby the customer can become familiar with such business simulations as reorganizing organizational structures, forecasting staff counts and studying the impact of introducing new jobs, planning for contingencies, and realigning responsibilities. Different configuration scenarios can be created easily and tested from this solid base.3.2 Delivery and Handling of Organizational ManagementThis SAP Best Practices Package is delivered with both customizing data relating to Organizational Management as well as its Master Data. The Master Data component is delivered and installed via a sequential file using the standard report RHALTD00. The data includes all PD object types used in this SAP Best Practices package Global, along with all the related Infotypes for those objects. All PD objects delivered in this SAP Best Practices package Global were created using external number range assignment, so in addition to the data, the RP_PLOG number range is also delivered to reflect the next available number in the range. If the master data is not kept for production use, the delivered objects and their Infotypes may be deleted with the SAP standard program RHRHDL00, which allows deletion of all or specific PD objects. See the report documentation for further details.

If objects are deleted the number range should also be updated to reflect the status of the next current number. This ensures proper object id sequencing.

4 Basic Settings4.1 Set up Number Assignment for all Plan VersionsUseThe cross-plan version number assignment switch is not set in this SAP Best Practices package. Once the installation is complete, the following entry should be set to ensure that number assignments across plans are consistent.If you decide not to work with number assignment valid for all plan versions, you must create individual number intervals per plan version (and possibly also per object type). Procedure1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Basic Settings ® Maintain Number Ranges ® Set Up Number Assignment for All Plan Versions

Transaction Code

O0NC

2. On the Change View “No Assignment for All Plan Versions””: Overview screen, make the following entries:

Group Sem.Abbr. Value DescriptionNUMRG COMP X Number assignment for all plan versions

3. Save your entries.4.2 Maintain Number Ranges UseThe system is delivered with Subgroup $$$$ that defines the number range to be used for all objects. A different range of numbers can be defined for each type of organizational object, that is, Organizational Units, Jobs and Positions.By defining a unique number range to each object type, you can easily identify the type of object and it can also be a benefit for reporting purposes. These new subgroups/number ranges override the $$$$ number ranges. Both external and internal number ranges have been configured in this SAP Best Practices package to allow a user to assign a specific number to the object or to allow the system to automatically assign the number when the object is being created.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ® Organizational Management ® Basic Settings ® Maintain Number Ranges ® Maintain Number Ranges

Transaction Code

OONR

2. On the Change View“Number Assignment””: Overview screen, choose the New Entriesbutton.3. Enter the values from the table below:

Subgroup Number Range Internal

AssignmentNumber Range Internal Assignment

$$C$$O$$S

4. ChooseSave.5. On the Change View“Number Assignment””: Overview screen, select the row with Subgroup $$

$$and choose the Number Range Maintenance button.6. Choose the Change Intervals button.7. The following number ranges are delivered with this SAP Best Practices package. Enter the

values below for the corresponding Subgroup $$$$.

Sub objectNo. From Number To Number Current Number External

$$$$ EX 00000001 19999999 0 Select$$$$ IN 20000000 29999999 0$$C EX 00000001 19999999 0 Select$$C IN 30000000 39999999 0$$O EX 00000001 19999999 0 Select$$O IN 20000000 29999999 0$$S EX 00000001 19999999 0 Select$$S IN 40000000 49999999 0

8. ChooseSave.9. Repeat this process, starting at step 5, until all of the remaining Subgroups ($$C,$$O,$$S) have

been assigned the corresponding number ranges.4.3 Activate Inheritance of Account Assignment FeaturesUseIn this step, you can determine that account assignment features (controlling area, company code, and business area) of organizational units are to be inherited by subordinate positions.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Basic Settings ® Activate Inheritance of Account Assignment Features

Transaction Code

OOCINH

2. On the Change View “Inheritance of Contr. Area in Pos.”: Overview screen, make the following entries:

Group

Semantic abbreviation

Value abbr.

Description

PP0M INHS X Inheritance of Account Assignment. features by positions

3. ChooseSave.4.4 Set Up Transport ConnectionUseIn this step, you specify which type of transport connection you wish to use to transport Personnel Planning objects from the Customizing client.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Transport ® Set Up Transport Connection

Transaction Code

O0CR

2. On the Change View “Set Up PD Transport Connection”:Overview screen, make the following entries:

Group Sem.Abbr. Value DescriptionTRSP CORR X Transport Switch (X = No Transport)TRSP STOBJ Redefinition: Standard Transport ObjectTRSP WFOBJ Redefinition: Workflow Transport Object

3. Choose Save.

5 Integration SettingsThis SAP Best Practices package is delivered with integration activated between Personnel Administration (PA) and Organizational Management (OM). Changes made to the OM objects that are relevant to integration are not transferred to PA automatically.

In the standard system, the switch &PLOGI is set to X. This SAP Best Practices package keeps this setting.

5.1.1 Set Up Integration with Personnel AdministrationUseThis SAP Best Practices package is delivered with integration activated between Personnel Administration (PA) and Organization Management (OM). This ensures that the contents of the OM solution are consistent with the configuration in the PA solution. Changes made to the OM objects that are relevant to integration are transferred to PA automatically. Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ®Integration ® Integration with Personnel Administration ® Set up Integration with Personnel Administration (or SM30 à Maintain Table T77S0)

Transaction Code

SPRO

2. On the Choose Activitydialog box, double-click Basic Settings and enter the following values:

Group

Sem.Abbr.

Value Description

PLOGI EVCCC 02 Master Data Action: Company Code changePLOGI EVCRE X

Generate event with entry T77INT (action designate)

Group

Sem.Abbr.

Value Description

PLOGI EVEGC 02 Master Data Action: Employee subgroup changePLOGI EVENB Enhanced integration (X=on, Space=off)PLOGI EVPAC 02 Master Data Action: Country reassignmentPLOGI ORGA X Integration Switch: Organizational AssignmentPLOGI PLOGI 01 Integration plan version / Active Plan VersionPLOGI PRELI

99999999 Integration: default position

PLOGI PRELU Integration: PA update online or batchPLOGI TEXTC Integration: transfer short text of jobPLOGI TEXTO Integration: transfer short text of org.unitPLOGI TEXTS Integration: transfer short text of positionPPABT PPABT 0 Switch: departmentPPINT BTRTL Default value for personnel subareaPPINT PERSA Default value for personnel area

3. ChooseSave.

5.1.2 Feature PLOGI: Integration of Personnel Planning and Master DataUseThis feature controls whether a person participates in integration between personnel planning and master data. The standard setting for this feature sets integration for all employee groups. This needs to be modified for Retirees as they will not have default values populate from a position.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ® Organizational Management ® Integration ® Integration with Personnel Management ® Set Up Integration with Personnel Administration

Transaction Code

PE03

2. On the Choose Activity dialog box, double-click Participate in Integration. 3. On the “Process feature PLOGI: decision tree” screen, you will see the following values:

? PLOGI:D PERSG

2 &PLOGI=,* &PLOGI=X,

5.1.3 Activate Feature: PLOGIUseAlthough SAP Best Practices package is delivered with integration activated between Personnel Administration (PA) and Organization Management (OM), the Feature PLOGI must be activated manually. Procedure

4. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ®Integration ®Integration with Personnel Administration ® Set up Integration with Personnel Administration (or PE03 à PLOGI)

Transaction Code

SPRO

5. On the Choose Activity dialog box, double-click Participate in Integration. The value set for PLOGI should be an “X”.

6. If the display is not in a Decision Tree format, click on PView àTree Maintenance.7. ChooseSave.8. ChooseActivate.

5.1.4 Set Up Integration with Cost Accounting/DistributionUseThe default controlling area has not been set in this SAP Best Practices package. This is necessary if you create relationships between cost centers and positions or organizational units, the system asks you to assign the cost center to a controlling area. In such cases, the value you define in this step is used as the default.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Integration ® Set up Integration for Cost Accounting

Transaction Code

O0CDIST

2. On the Change View “Integration with Cost Distribution”: Overview screen, make the following entries:

Group Sem.Abbr. Value DescriptionPPINT PPINT 1000 Default value for controlling area

3. ChooseSave.4. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ®Integration ® Set up Integration for Cost Distribution

Transaction Code

OOCDIST

5. On the Change View “Integration with Cost Distribution”: Overview screen, make the following entries:

Group

Sem.Abbr.

Value

Description

PLOGI

COSTD X Integration of Cost Distribution PersAdm/Org Management

6. ChooseSave.

6 Infotype Settings6.1 Vacancy InfotypeUseTo facilitate the integration to ‘Recruitment’ the following entries are delivered with this SAP Best Practices package.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Infotype Settings ® Activate/Deactivate “Vacancy” Infotype

Transaction Code

OOVB

2. On the Change View “Vacancy Editing”: Overview screen, enter the following values:

Group Sem.Abbr. Value DescriptionPPVAC PPVAC 1 Switch for defining a vacancyPPVAC PREF ‘X’ dialog for personnel officerPPVAC VACWF Vacancy workflow on = ‘X’, Vacancy

3. ChooseSave.6.2 Working Time

6.2.1 Maintain Working Time GroupsUseWhen the job is occupied, this working time is compared to the working time agreed with the position holder. In this way, you can avoid positions being more than 100% occupied. In this SAP Best Practices package the following entries are delivered:Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Infotype Settings ® Working Time ® Maintain Working Time Groups

Transaction Code

O0GP

2. On the Change View “Employee Group/Subgroup Assignment to Work Schedule Group screen, choose the New Entries button and make the following entries:

EEGrp

Emp.Group ESgrp

Emp.Subgroup W/S Work Schedule Group

1 Employee Y0 Hourly Full Time 0002

Hourly Paid Employees

Y4 Hourly Part Time 0002

Hourly Paid

Y1 Salaried FT-Exempt

0001

Salaried Employees

Y8 Salaried PT-Exempt

0001

Salaried Employees

Y9 Salaried FT-Non Ex

0001

Salaried Employees

Y3 Executive 0001

Salaried Employees

4 Intern Y1 Salaried FT-Exempt

0001

Salaried Employees

Y8 Salaried PT-Exempt

0001

Salaried Employees

Y9 Salaried FT-Non Ex

0001

Salaried Employees

7 Temp/Seasonal

Y0 Hourly Full Time 0002

Hourly Paid Employees

Y4 Hourly Part Time 0002

Hourly Paid Employees

8 Expatriate Y1 Salaried FT-Exempt

0001

Salaried Employees

Y3 Executive 0001

Salaried Employees

YA Non-Payroll w/Ben 0001

Salaried Employees

9 External Y2 Contractor 0002

Hourly Paid Employees

YB Service Provider 0002

Hourly Paid Employees

U Inpatriate Y1 Salaried FT-Exempt

0001

Salaried Employees

Y3 Executive 0001

Salaried Employees

3. Choose Save.

6.2.2 Maintain Rule Values

UseThe working time values that are determined by an overall rule value in infotype 1011 for an organizational unit are used as the basis for the working time check. A working time check takes place, if you fill a position with a person. The working time for the position (from infotype 1011) is compared to the person's working time (from infotype 0007 of Personnel Administration). If these times differ, a warning appears.

This entry is an SAP standard entry.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ® Organizational Management ®Infotype Settings ®Working Time ®Maintain Rule Values

Transaction Code

O0RW

2. On the Change View“Work Schedule: Rule Values”: Overview screen, make the following entries:

Group Sem.Abbr.

Value Description

WORKT

DAILY 800 Average working time per day

WORKT

DAYMT 2170 Average number of working days per month

WORKT

DAYWK 500 Average number of working days per week

WORKT

DAYYR 26000 Average number of working days per year

WORKT

DECNO 2 Number of decimal places for default working time

WORKT

FTEP Calculation of values for FTE

WORKT

FTEQ Quota planning in FTE’s

WORKT

MAXHR 2400 Maximum values for working hours per day

WORKT

MINHR 100 Minimum values for working hours per day

WORKT

PATHA WRKT_AO

Evaluation path: work centre / organizational unit

WORKT

PATHO WRKT_O Evaluation path: org.unit / org.unit

WORKT

PATHS WRKT_SO

Evaluation path: position / organizational unit

WORKT

PERCK M Type of working hours check

3. Choose Save.

6.2.3 Set Up Check Values for Authorities/ResourcesUseThe OM Infotype 1010 (Authorities/Resources) is divided into two subtypes. Authorities are the authorities, which describe a position regardless of the holder. Resources are assigned to work centers and positions, which require particular technical features.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ® Organizational Management ® Infotype Settings ® Set up Check Values for Authorities/Resources

Transaction O0K0

Code

2. On the Change View “Authorities/Resources”:Overview screen, make the following entries:

In addition to the standard model entries the following have been created for this SAP Best Practices package.

Subtype Subtype Text Resources Resource Name0001 Authority/pwr of attorney YK1 Purchases up to $50,0000002 Technical resources YK2 Protective goggles0002 Technical resources YK3 Protective mask0002 Technical resources YK4 Protective Clothing

3. Choose Save.

6.2.4 Set Up Check Values for Health ExaminationsUseThe OM Infotype 1009 (Health Examinations) is divided into two subtypes. Health Exclusions can be used to flag work centers that may not be filled by persons with previous illnesses. Whereas, Health Examinations can be used to flag work centers, which require examinations to be carried out at regular intervals.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Infotype Settings ® Set Up Check Values for Health Examinations

Transaction Code

O0GV

2. On the Change View “Health Examinations”:Overview screen, choose the New Entries button and make the following entries:

In addition to the standard model entries the following have been created for this SAP Best Practices package:

Subtype

Subtype Text ExamType

Health Examination Name

ExamRecurr.

Time Unit

0002 Health examinations

YK03

Preventive Medical 12 Months

0002 Health examinations

YK04

Lead Level Test 03 Months

0002 Health examinations

YK05

Audiometric Test 12 Months

3. Choose Save.

6.2.5 Set Up Check Values for RestrictionsUseThe OM Infotype 1006 (Restrictions) can be used to flag work centers that are unsuitable for particular groups of persons, due to the working time or the type of activities involved.Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Infotype Settings ® Set Up Check Values for Restrictions

Transaction Code

SPRO

2. On the Change View “Health Examinations”:Overview screen, choose the New Entries button and make the following entries:

In addition to the standard model entries the following have been created for this SAP Best Practices package:

Restriction Restriction NameYK01 Not suitable for Hearing impairedYK02 Not suitable for Sight impairedYK03 Not suitable for Pregnant Women

3. Choose Save.

6.2.6 Set Up Check Values for ReasonsUseReasons are used in combination with the OM Infotype 1006 (Restrictions). These reasons can be combined with all the restriction in infotype 1006. Infotype 1006 must be created first to allocate the reasons. Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ®Organizational Management ® Infotype Settings ® Set Up Check Values for Reasons

Transaction Code

SPRO

2. On the Change View “Health Examinations”:Overview screen, choose the New Entries button and make the following entries:

In addition to the standard model entries the following have been created for this SAP Best Practices package:

Reason Reason NameYK01 Harmful solvent fumesYK02 Exposure to Lead

3. Choose Save.

7 Organizational StructureThis section describes and lists the Organizational Units that have been defined for use with Public Sector. The actual loading of these organizational objects is accomplished in the HCM Master Data BPD (558). UseThe Organizational Structure forms the basis of the entire Personnel Planning and Development application. An organizational unit represents a grouping of employees (in the form of departments). This SAP Best Practices package is delivered with 11 organizational units. To view the Organizational Units provided in the system, follow the SAP menu path:

Menu Path Human Resources ® Organizational Management ® Info System ® Organizational Unit ® Organizational Structure ® Organizational Structure

Transaction Code

S_AHR_61016493

Following is the graphical representation of the Organizational Structure that is presented:

Cost Centers have been assigned to each of the organizational units above with validity period January 1, 2007 through December 31, 9999. These cost centers are delivered as part of the Baseline configuration. The cost center assignment needs to be modified to correspond to the cost centers defined for your organization. These organizational units are tied to Company Code 1000. As part of the configuration to support cost center integration, the following table entry is completed to provide the Cost Accounting default controlling area for the company:

Group Semi Abbr. Value DescriptionPPINT PPINT 1000 Default value for controlling area

Company Code and Controlling Area ‘1000’ are delivered with the SAP Best Practices Baseline for Global. If you have chosen not to install the baseline configuration, then this value should be modified to the controlling area used in your organization

8 JobsThis section describes and lists the Jobs that have been defined for use with Public Sector. The actual loading of these organizational objects is accomplished in the HCM Master Data BPD (558). A Job is used to classify information basic to the human resource planning process. It identifies the relevant duties/tasks, skills, and requirements of each job within an Organization. This SAP Best Practices package is delivered with approximately 30 jobs. These may either be used as is, changed by the customer for production, or simply provide guidelines as to how to organize and create jobs in SAP.Note the Validity period used (January 1st, 1900 through December 31st, 9999). We recommend a similar approach to date validity as you build your organizational structures.To view the Jobs provided in this SAP Best Practices package, follow the SAP menu path:

SAP Path Human Resources ®Organizational Management ® Info System ® Job ® Existing Jobs

Transaction Code

S_AHR_61016497

Following is a sampling of the jobs (C objects) that are provided in this SAP Best Practices package Org. structure:

Object ID Name Validity period10002000 Executive (Headquarters) 01/01/1900 - 12/31/999910002001 Accountant 01/01/1900 - 12/31/999910002002 Administrative 01/01/1900 - 12/31/999910002003 Supervisor 01/01/1900 - 12/31/999910002004 Manager 01/01/1900 - 12/31/999910002005 Chief Executive Officer 01/01/1900 - 12/31/999910002006 Chief Financial Officer 01/01/1900 - 12/31/999910002007 Customer Service Representative 01/01/1900 - 12/31/999910002008 HR Generalist (Headquarters) 01/01/1900 - 12/31/999910002009 Sales (East) 01/01/1900 - 12/31/999910002010 Director 01/01/1900 - 12/31/999910002011 Financial Analyst 01/01/1900 - 12/31/999910002012 Business Analyst 01/01/1900 - 12/31/999910002013 Line Foreman Product ‘A’ 01/01/1900 - 12/31/999910002014 Assembly Worker Product ‘A’ 01/01/1900 - 12/31/999910002015 IT-Technical 01/01/1900 - 12/31/999910002016 Programmer I 01/01/1900 - 12/31/999910002017 Programmer II 01/01/1900 - 12/31/999910002018 Clerk 01/01/1900 - 12/31/999910002019 Forklift Driver 01/01/1900 - 12/31/999910002020 Quality Assurance Analyst 01/01/1900 - 12/31/999910002021 Controller 01/01/1900 - 12/31/999910002022 Training Coordinator 01/01/1900 - 12/31/999910002023 Maintenance 01/01/1900 - 12/31/999910002024 Transportation Product ‘A’ 01/01/1900 - 12/31/999910002025 Marketing 01/01/1900 - 12/31/999910002026 Communications 01/01/1900 - 12/31/999910002027 Chief Information Officer 01/01/1900 - 12/31/999910002028 Janitorial 01/01/1900 - 12/31/999910002029 Course Instructor 01/01/1900 - 12/31/999910002030 Assembly Worker Product ‘B’ 01/01/1900 - 12/31/999910002031 HR Generalist (East) 01/01/1900 - 12/31/999910002032 HR Generalist (West) 01/01/1900 - 12/31/999910002033 HR Generalist (Central) 01/01/1900 - 12/31/999910002034 Sales (West) 01/01/1900 - 12/31/999910002035 Sales (Central) 01/01/1900 - 12/31/999910002036 Transportation Product 'B' 01/01/1900 - 12/31/999910002037 Line Foreman Product 'B' 01/01/1900 - 12/31/999910002038 Vice President 01/01/1900 - 12/31/999910002039 Executive (East) 01/01/1900 - 12/31/999910002040 Executive (West) 01/01/1900 - 12/31/9999

In addition to the object definition and relationships to positions, jobs in this SAP Best Practices package are also delivered with additional information attached. By creating infotype 1610 EEO/AAP category, the EEO, AAP, and FLSA designations for each job are stored. This information is associated with any employees assigned to a position that is related to the job. In this way, EEO and AAP reports may be run, and overtime calculations may be made based on FLSA status. The FLSA status indicator is reflected on the employee’s Organizational Assignment infotype 0001.

Worker’s Compensation information can also be maintained via IT1641. This infotype can be viewed via the standard transaction PO03 and selecting the object titled WC Attributes for JOB.The Planned Compensation infotype (1005) has also been defined for salaried (exempt and non-exempt) jobs this includes the pay grade type, area, grade, and level. If integration is activated this information defaults in personnel administration, Basic Pay (IT0008)

The use of the country specific infotypes is typically handled via Expert Mode maintenance. To access these infotypes, choose the menu path Settings ’ Country-specific infotypes from the Expert Mode main screen. At the dialog box, enter the appropriate country code for the country, and change the radio button to select“For the following countries”. Upon returning to the main processing screen, the additional infotypes appear.

9 PositionsThis section describes and lists the Organizational Units, Jobs and Positions that have been defined for use with Public Sector. The actual loading of these organizational objects is accomplished in the HCM Master Data BPD (558).

A Position is an organizational grouping of activities that can be performed by a person. This SAP Best Practices package is delivered with over 20 positions available for use and linked to a Job Classification.To view the positions provided in the system, follow the SAP menu path:

SAP Path Human Resources ®Organizational Management ® Info System ® Position ® Existing Positions

Transaction Code

S_AHR_61016502

Following is a sampling of the positions (S objects) that are provided in this SAP Best Practices package Org. structure:

Object ID Name Validity period10003000 Sales 01/01/1900 - 12/31/999910003001 Vice President – Human Resources 01/01/1900 - 12/31/999910003002 Vice President – Marketing 01/01/1900 - 12/31/999910003003 Sales 01/01/1900 - 12/31/999910003004 Sales 01/01/1900 - 12/31/999910003005 Manager -_Finance 01/01/1900 - 12/31/999910003006 Manager – Manufacturing 01/01/1900 - 12/31/999910003007 Manager – R&D 01/01/1900 - 12/31/999910003008 Maintenance Supervisor 01/01/1900 - 12/31/999910003009 Director - HR 01/01/1900 - 12/31/999910003010 Janitorial 01/01/1900 - 12/31/999910003011 Manager - Marketing 01/01/1900 - 12/31/999910003012 Director – Regional Sales 01/01/1900 - 12/31/999910003013 Sales Manager 01/01/1900 - 12/31/999910003014 HR Analyst 01/01/1900 - 12/31/999910003015 Financial Analyst 01/01/1900 - 12/31/999910003016 Line Foreman 01/01/1900 - 12/31/999910003017 HR Generalist 01/01/1900 - 12/31/999910003018 Business Analyst 01/01/1900 - 12/31/999910003019 Plant Maintenance 01/01/1900 - 12/31/999910003020 Machinist 01/01/1900 - 12/31/999910003021 Customer Service 01/01/1900 - 12/31/9999

Object ID Name Validity period10003022 Course Instructor 01/01/1900 - 12/31/999910003023 Customer Service 01/01/1900 - 12/31/999910003024 Customer Service 01/01/1900 - 12/31/999910003025 Sales QA Analyst 01/01/1900 - 12/31/999910003026 Manufacturing QA Analyst 01/01/1900 - 12/31/999910003027 Operations QA Analyst 01/01/1900 - 12/31/999910002028 Assembly Worker 01/01/1900 - 12/31/999910002029 IT Manager 01/01/1900 - 12/31/999910002030 Operations Manager 01/01/1900 - 12/31/9999

All of the positions in this SAP Best Practices package are delivered with infotype settings that provide default assignment to an Employee Group and Subgroup combination via infotype 1013. Thus, when a Person is assigned to a Position, the system automatically determines the default Employee Group and Subgroup values in infotypes 0000 (Actions) and 0001 (Organizational Assignment). Before adding new Positions to the system, be aware of the effect of Employee Group/Subgroup settings that result when Employees are assigned to a Position.In addition, all positions are delivered with infotype settings that provide default assignment to a Company Code, Personnel Area, and Personnel Subarea combination via infotype 1008. These values also default in infotypes 0000 (Actions) and 0001 (Organizational Assignment) when the position is selected.To facilitate position control in Organizational Management, Positions are also assigned Vacancies, via Infotype 1007. Each time a Person is assigned to a position, an existing Vacancy record is delimited. Extensive reporting capabilities in Recruitment and Personnel Development are available in the system as a result of the management of position vacancies or your human resources inventory.

10Create Personnel ActionsUseThese Personnel Actions are different from those within the Personnel Administration guides. Although these are titled as Personnel Actions, they are the actions used to create organizational objects. These actions are a collection of several logically connected infotypes in the system, which, in an exact sequence, is used for processing and is used for a particular system activity (see "Create Organizational Unit", for example).Procedure

1. Access the activity using one of the following navigation options:

IMG Path Personnel Management ® Personnel Development ® Basic Settings à Maintain Personnel Actions

Transaction Code

SPRO

2. On the Change View “Actions (Overview)”:Overview screen, select the Specific Object Type and choose Action (Individual Maintenance).

3. Maintain the following entries. The table below illustrates the actions for creating Organizational Units, Jobs and Positions.

Action

ActionText

Seq#

Plan Version

Obj. Type

Infotype

Subtype

Plan Status

Var. Field

Func. Code

FC Scr Var

YO Create organizational unit

1 ** O 1000 INSE MASS

YO Create organizational unit

20 ** O 1002 0001 INSE MASS

YO Create organizational unit

40 ** O 1001 A011 K INSE

YO Create organizational unit

45 ** O 1612 INSE

YC Create job 1 ** C 1000 INSE MASS

YC Create job 20 ** C 1005 INSEYC Create job 25 ** C 1610 INSEYS Create

position1 ** S 1000 INSE MAS

SYS Create

position10 ** S 1002 0001 INSE MAS

SYS Create

position30 ** S 1001 B007 C INSE

YS Create position

40 ** S 1008 INSE MASS

YS Create position

50 ** S 1013 INSE MASS

4. Choose Save.

HCM Global Enterprise Structure

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.2 PreparationBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix for HCM. The matrix (an Excel file) is linked on the solution's DVD/website in one of the following two locations:

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3 Personnel AdministrationThis SAP Best Practices package delivers a standard configuration for Personnel Management based on the most commonly used settings for businesses operating in the U.S. This provides a realistic business model to enable customers to begin extending the Customizing to meet their specific needs.4 EnterpriseStructure The enterprise structure describes the way in which an enterprise is organized. It consists of the company code, personnel area, and personnel subarea. Company codes are created in FI and represent the enterprise structure from a financial accounting perspective. The company code assigned in the enterprise structure for this SAP Best Practices package for the U.S. is 1000,SAP Best Practices for Baseline USA. The personnel area is an organizational unit, which is subdivided into personnel subareas. Organizational data and guidelines for assignment are stored in the personnel area and personnel subarea levels. The rules and guidelines may be of a legal, pay scale and collective agreement, or internal nature. The personnel area is assigned to a company code. Multiple personnel areas can be assigned to a company code but only one company code is assigned to a personnel area. Each personnel area and personnel subarea

combination that is delivered with this SAP Best Practices package for the U.S. is assigned to 1000,SAP Best Practices for Baseline USA.4.1 EnterpriseStructureThe Enterprise Structure is designed to support two types of company structures: Functional based and Region/Location based.In the first structure (1200-1400 series) the company consists of a main Headquarters group, two product lines. This structure is primarily for those companies who wish to group employees for reporting purposes based on function within the company.The second structure (1000, 1100, and 1500-1700 series) is for those companies who wish to group employees based on location. The example below represents the Personnel Area as a Region and the Personnel Subarea as the site’s location.

Personnel Area Personnel Subarea

1200 Headquarters 1210 Human Resources1220 Finance1230 Sales/Marketing1240 Manufacturing1250 Operations 1260 Research & Dev. 1270 Field Support1280 Inform Tech

1300 Product ‘A’ 1230 Sales/Marketing1240 Manufacturing1250 Operations 1260 Research & Dev.

1400 Product ‘B’ 1410 Plant ‘A’1420 Plant ‘B’

1000 Region – North 1010 City 11020 City 21530 Union A

1100 Region - South 1110 City 31120 City 41530 Union A

1500 Region - East 1510 New York1520 Washington D.C.1530 Union A

1600 Region - Central 1610 Chicago1620 New Orleans1530 Union A

1700 Region - West1710 San Francisco1720 Denver Site1530 Union A

4.1.1 Personnel AreasUseThe personnel area is an organizational unit that represents a specific area of the enterprise and is organized according to aspects of personnel, time management, and payroll. A personnel area is divided into several personnel subareas. Note that the personnel subareas contain the

business characteristics. To assign the business characteristics, you must have set up at least one personnel subarea for each of your personnel areas even if you do not use personnel subareas in your enterprise structure.Procedure

1. Access the activity using one of the following navigation options:

IMG Path SAP Customizing Implementation Guide ® Enterprise Structure ® Definition ® Human Resources Management ® Personnel Areas ® Personnel Areas

Transaction Code

SPRO

2. On the Choose Activityscreen, double-click Personnel Areas. 3. On the Change View „Personnel Areas“:Overview screen, make the following entries:

Personnel Area Personnel Area Description Country

1000 Region – North US

1100 Region – South US

1200 Headquarters US

1300 Product ‘A’ US

1400 Product ‘B’ US

1500 Region - East US

1600 Region - Central US

1700 Region - West US

4. Save your entries.

These basic structures are designed to demonstrate the flexibility of the HR personnel structure. Preliminary scope exercises during the initial phase of the implementation assists the customer in finding the most appropriate company structures.The SAP standard EEO-1 and Vets-100 reports for the U.S. uses the addresses maintained on the personnel area and personnel subarea to identify Reporting Units. If you are using the ECC system to generate either of these reports, this should be taken into consideration when developing the Enterprise Structure.

4.1.2 Personnel SubareasUseThe personnel subarea is an organizational unit that represents a specific area of the company organized according to certain aspects of personnel, time management, and payroll. The following business subtasks belong to the personnel subarea:

Defining pay scale and wage type structure Defining planned working hours

Defining appraisal criteria

Procedure1. Access the activity using one of the following navigation options:

IMG Path SAP Customizing Implementation Guide ® Enterprise Structure

® Definition ® Human Resources Management ® Personnel Subareas ® Create Personnel Subareas

Transaction Code

SPRO

2. On the Choose Activityscreen, double-click Create Personnel Subareas.3. On the Change View „Personnel Area/Subarea“:Overview screen, make the following entries::

Personnel Area Personnel Subarea

1000 Region – North 1010 City 11020 City 21530 Union A

1100 Region - South 1110 City 31120 City 41530 Union A

1200 Headquarters 1210 Human Resources1220 Finance1230 Sales/Marketing1240 Manufacturing1250 Operations 1260 Research & Dev. 1270 Field Support1280 Inform Tech

1300 Product ‘A’ 1230 Sales/Marketing1240 Manufacturing1250 Operations 1260 Research & Dev.

1400 Product ‘B’ 1410 Plant ‘A’1420 Plant ‘B’

1500 Region - East 1510 New York1520 Washington D. C.1530 Union ‘A’

1600 Region - Central 1610 Chicago1620 New Orleans1530 Union ‘A’

1700 Region - West 1710 San Francisco1720 Denver1530 Union ‘A’

4. Save your entries.

4.2 Personnel Structure The Personnel Structure represents an employee’s position in a company from the individual employee’s view and contains the employee group and employee subgroup. The employee group is the primary subdivision of personnel and allows groupings that are required for Payroll, Benefits, and Time processing. In the employee group, where an employee is assigned to is based on the nature of their employment. The SAP Best Practices Package Global employee structure has been designed to support internal, retired, and external persons. Internal persons are defined within the employee groups Employee. The employee subgroups are a subdivision of the employee group and are used to further define the employee.

Employee Group

Name of Employee Group

Employee Subgroup

Name of EE Subgroup

1 Employee Y0 Hourly Full TimeY4 Hourly Part Time

Y1 Salaried FT-Exempt

Y8 Salaried PT-

Employee Group

Name of Employee Group

Employee Subgroup

Name of EE Subgroup

Exempt

Y9 Salaried FT-Non Ex

Y3 Executive

2 Retiree/ Pensioner Y3 ExecutiveY5 Survivor w/BenY6 Survivor w/o BenY7 Regular Retiree

3 Early Retiree Y3 ExecutiveY5 Survivor w/BenY6 Survivor w/o BenY7 Regular Retiree

4 InternsY1

Salaried FT-Exempt

Y8 Salaried PT-Exempt

Y9 Salaried FT-Non Ex

7 Temp/Seasonal Y0 Hourly Full TimeY4 Hourly Part Time

8 ExpatriateY1

Salaried FT-Exempt

Y3 Executive

YA Non-Payroll w/Ben

9 External Y2 Contractor

U InpatriateY1

Salaried FT-Exempt

Y3 Executive

4.2.1 Employee GroupsUseThe employee group allows you to divide your employees into groups and allows you to define their relationship to the enterprise. The following essential organizational functions can be carried out using the employee group:

Generating default values when entering data; for example, for the payroll accounting area or for the basic pay of the employee

Generating a selection criterion for evaluations

Generating a unit for the authorization check

Procedure1. Access the activity using one of the following navigation options:

IMG Path SAP Customizing Implementation Guide ® Enterprise Structure ® Definition ® Human Resources Management ® Employee Groups

Transaction Code

SPRO

2. Make the following entries:

Employee Group Employee Group Description

1 Employee

2 Retiree/ Pensioner

3 Early Retiree

4 Interns

7 Temp/Seasonal

8 Expatriate

9 External

U Inpatriate

3. Save your entries.

The SAP Best Practices for HCM package has changed the name of Employee Group 1 from Active to Employee.

4.2.2 Employee SubgroupsUseThe employee subgroup represents a subdivision of the employee group. When you define employee subgroups, you set up your personnel structure. Features are allocated to this in later steps. These steps are dealt with at the spot where they are established in a business sense.The following business subtasks are provided among other things:

specification of processing in payroll accounting specification of validity of primary wage types

specification of validity of work schedules

specification of validity of pay scale groups

specification of validity of time quota types

Procedure1. Access the activity using one of the following navigation options:

IMG Path SAP Customizing Implementation Guide ® Enterprise Structure ® Definition ® Human Resources Management ® Employee Subgroups

Transaction Code

SPRO

2. On the Choose Activityscreen, double-click Define Employee Subgroup.3. On the Change View “Employee Subgroup“:Overview screen, make the following entries:

Employee Subgroup Employee Subgroup Description

Y0 Hourly Full Time

Y4 Hourly Part Time

Y1 Salaried FT-Exempt

Y8 Salaried PT-Exempt

Y9 Salaried FT-Non Ex

Y3 Executive

Y5 Survivor w/Ben

Employee Subgroup Employee Subgroup Description

Y6 Survivor w/o Ben

Y7 Regular Retiree

Y2 Contractor

4. Save your entries.

The client can add, copy, or delete employee groups and subgroups to meet their requirements.4.3 Assignment4.3.1 Assignment of Personnel AreaUseIn this step, you allocate each of your personnel areas to one company code. When you create a personnel number, the corresponding company code is allocated to it in the infotype Organizational Assignment (0001), depending on the enterprise structure in which the employee is situated.Procedure

1. Access the activity using one of the following navigation options:

IMG Path SAP Customizing Implementation Guide ® Enterprise Structure ® Assignment ® Human Resources Management ® Assignment of Personnel Area to Company Code

Transaction Code

SPRO

2. On the Change View “Assignment of Personnel Area to Company Code”: Overviewscreen, make the following entries:

Personnel Area

Personnel Area Text

Company Code

Company Name

Country Group

1000 Region – North 1000 Company Code 1000

10

1100 Region - South 1000 Company Code 1000

10

1200 Headquarters 1000 Company Code 1000

10

1300 Product ‘A’ 1000 Company Code 1000

10

1400 Product 'B' 1000 Company Code 1000

10

1500 Region - East 1000 Company Code 1000

10

1600 Region - Central 1000 Company Code 1000

10

1700 Region - West 1000 Company Code 1000

10

3. Save your entries.4.3.2 Assignment Employee Group to Employee SubgroupUseIn this step, you assign your employee subgroups to their respective employee groups. In addition to this, you determine whether the employee group/employee subgroup combinations are allowed for the country groupings. Place a check-mark in the field next to each country where this Employee Group/Subgroup combination is valid.Procedure

1. Access the activity using one of the following navigation options:

IMG Path SAP Customizing Implementation Guide ® Enterprise Structure ® Assignment ® Human Resources Management ® Assign Employee Subgroup to Employee Group

Transaction Code

SPRO

2. On the Change View “Country Assignment for Employee Group/Subgroup”: Overview screen, make the following entries:

Employee Group

Name of Employee Group

Employee Subgroup

Name of EE Subgroup

Country Grp

1 EmployeeY0

Hourly Full Time

10

Y4 Hourly Part Time

10

Y1 Salaried FT-Exempt

10

Y8 Salaried PT-Exempt

10

Y9 Salaried FT-Non Ex

10

Y3 Executive 102 Retiree/

PensionerY3 Executive 10

Y5 Survivor w/Ben

10

Y6 Survivor w/o Ben

10

Y7 Regular Retiree

10

3 Early Retiree Y3 Executive 10

Y5 Survivor w/Ben

10

Y6 Survivor w/o Ben

10

Y7 Regular Retiree

10

4 InternsY1

Salaried FT-Exempt

10

Y8 Salaried PT-Exempt

10

Y9 Salaried FT-Non Ex

10

7 Temp/SeasonalY0

Hourly Full Time

10

Y4 Hourly Part Time

10

Employee Group

Name of Employee Group

Employee Subgroup

Name of EE Subgroup

Country Grp

8 ExpatriateY1

Salaried FT-Exempt

10

Y3 Executive 10

YA Non-Payroll w/Ben

10

9 External Y2 Contractor 10U Inpatriate

Y1 Salaried FT-Exempt

10

Y3 Executive 103. Save your entries.