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ITQAN SAP Human Capital Management
(SAP HCM)
Organization Management
Training Manual
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Table of Contents
1. INTRODUCTION ............................................................................ 2
2. TRAINING OBJECTIVES .................................................................. 2
2.1. Target Audience ............................................................................................................... 2
2.2. Related Business Process ................................................................................................. 2
3. ORGNIZATION MANAGEMENT PROCESSES ................................... 4
3.1. ORGANIZATION DESIGN CHANGE .................................................................................... 4
3.2. NEW POSITION ............................................................................................................... 18
3.3. CREATE JOB .................................................................................................................... 24
3.4. RELATIONSHIP FOR ORGANIZATION UNIT ..................................................................... 29
3.5. RELATION FOR POSITION ............................................................................................... 43
3.6. ASSIGN PERSON TO POSITION ....................................................................................... 49
4. Reports ....................................................................................... 55
4.1. Vacant Positions ............................................................................................................. 55
4.2. Staff Assignments ........................................................................................................... 58
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1. INTRODUCTION An organizational plan is necessary in any organization where employees need to carry out
numerous business and human resource processes. The SAP HCM Organizational Management
(OM) component provides a clear picture of an organization in the past, present and future.
This information enables a company to prepare for and react to future human resource
requirements and changes.
Some aspects of OM need to be managed on a centralized level as OM defines both the
organization and reporting structures. Other aspects may be managed on a decentralized level.
The following functionalities processes are supported by the OM module:
Description of the organizational chart of the company
Identification of employee positions in the organization
Identification of supervisor positions
Identification of designated positions
Administration of cost assignments
Implementation of SAP workflow linked with the ESS and MSS functionality
Workforce reporting (as would be required through functional reporting lines)
2. TRAINING OBJECTIVES Upon completion of this course, process user will be familiar with the following able to know
following activities.
Maintaining organization unit
Maintaining position
Creating job
Assigning person to a position
2.1. Target Audience Key/process users of OM
2.2. Related Business Process Organizational Unit
President offices and all Groups, Divisions, Departments, Sections and their
hierarchical components are to be mapped as the organizational units.
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Position All the WFI approved posts along with their multiplicity will be mapped as Positions in
Organizational Management.
Cost Centre Cost centers will be used for allocation of WFI Payroll costs among different
departments or any other Organizational unit level. Cost centers will be created in SAP
Controlling module and will set the integration between HR and Accounting modules.
Job Job is a SAP OM object that supplements the information related to Positions,
Organizational units or other objects. Usually qualifications are assigned to a Job as
general requirements of a category of positions. The Job is assigned to Positions. All the
WFI specific Jobs can be created like, Officer, Unit Head etc. A Job is not a mandatory
object for development of Organizational Chart of WFI but can facilitate the process. For
example the requirement profiles maintained at Job level can be transferred
automatically to the Positions created using this job.
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3. ORGNIZATION MANAGEMENT PROCESSES 3.1. ORGANIZATION DESIGN CHANGE SCENARIO
To get understand how to create and change Organization unit here the scenario that we will
follow create new unit under HR shared services
And transport creates it under name new organization unit.
PROCESS DETAILS
Process Organization Design Change (HCM_OM_001)
Menu Path
Human resources Organizational Management
Organizational Plan Organization and Staffing
Change
Transaction Code PPOME
PROCEDURE
Step Action
1. Double-click
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Step Action
2. Double-click
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Step Action
3. Click CREATE .
Step Action
4. Double-click
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Step Action
5. Fill the required field
Step Action
6. Fill the required field
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Step Action
7. Click
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Step Action
8. Click to change Controlling Area
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Step Action
9. Select a Controlling Area
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Step Action
10. Select a Business area
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Step Action
11. Enter the required Company Code. If you want to display all available options,
click F4 or click
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Step Action
12. Select rhe required Company Code.
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Step Action
13. Enter Personal Area. If you want to display all available options, click F4 or click
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Step Action
14. Select rhe required Personal Area and click .or press Enter.
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Step Action
15. Enter Personal Sub-Area. If you want to display all available options, click F4 or
click
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Step Action
(1) Select rhe required Personal Sub-Area and click .or press Enter.
Step Action
16. Click
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3.2. NEW POSITION SCENARIO
To get understand how to create New position here the scenario that we will follow create New
Position for organization unit New payroll under name payroll manager.
PROCESS DETAILS
Process New Position (HCM_OM_002)
Menu Path Human resources Organizational Management
Organizational Plan Organization and Staffing Change
Transaction Code PPOME
PROCEDURE
Step Action
1. Click
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Step Action
2. Double-click Organizational Unit
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Step Action
3. Double-click
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Step Action
4. Click Consultants .
Step Action
5. Click .
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Step Action
6. Click on Incorporates or Position.
Step Action
7. Complete the Required field
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Step Action
8. Complete the Required field
Step Action
9. Click .
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3.3. CREATE JOB SCENARIO
To get understand how to create a job here the scenario that we will follow create job for
Poultry under name manager
PROCESS DETAILS
Process Create Job (HCM_OM_003)
Menu Path Human resources Organizational Management Organizational
Plan Organization and Staffing Change
Transaction Code PPOME
PROCEDURE
Step Action
1. Double-click
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Step Action
2. Click Edit
Step Action
3. Click
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Step Action
4. Complete the required field.
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Step Action
5. Complete the required field.
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Step Action
6. Click .
Step Action
7. Click Save .
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3.4. RELATIONSHIP FOR ORGANIZATION UNIT SCENARIO
To get understand how to create and Relationship for organization unit.
Here the scenario that we will follow creates Relationship for organization unit.
PROCESS DETAILS
Process Relationship For Organizational Unit (HCM_OM_004)
Menu Path Human resources Organizational Management Expert Mode
Organizational Unit Relationships
Transaction Code PO10
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PROCEDURE
Step Action
1. (1) Organizational Unit is double-clicked.
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Step Action
2. Clicking the Organizational unit field activates it.
Step Action
3. The Organizational unit field is filled out.
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Step Action
4. Clicking Input Help Organizational unit opens a drop-down list with valid values.
Step Action
5. Double-clicking on the 'Open folder' icon opens the folder Al-Watania poultry.
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Step Action
6. Double-clicking on the 'Open folder' icon opens the folder C.E.O Office.
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Step Action
7. Click here .
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Step Action
8.
مدير
الرواتبis double-clicked.
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Step Action
9. Click .
Step Action
10. Click Create infotype . You can also press F5.
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Create Relationships
Step Action
11. Clicking the Relationship type/relationship field activates it.
Create Relationships
Step Action
12. The Relationship type/relationship field is cleared.
Relationship 57 Entries
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Step Action
13. A is double-clicked.
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Step Action
14. Clicking the entry Organizational unit selects it.
Step Action
15. Clicking the ID of related object field activates it.
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Step Action
16. Clicking Input Help ID of related object opens a drop-down list with valid values.
Step Action
17. Double-clicking on the 'Open folder' icon opens the folder Al-Watania poultry.
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Step Action
18. Clicking the Open folder icon opens the folder C.E.O Office.
Step Action
19. Clicking the Open folder icon opens the folder C.E.O Office.
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Step Action
20. Click .
Step Action
21. Click Save . You can also press Ctrl+S.
Step Action
22. Click Yes .
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3.5. RELATION FOR POSITION SCENARIO
To get understand how to Create relationship for position for position . Here the scenario that we will follow creates Relationship for organization unit Create relationship for position HCM Manager .
PROCESS DETAILS
Process Relation For Position (HCM_OM_005)
Menu Path Human resources Organizational Management Expert Mode Position Relationships
Transaction Code PO13
PROCEDURE
Step Action
1. Double-click Position
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Step Action
2. Enter Position. If you want to display all available options, click F4 or click
Step Action
3. Click Relationships.
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Step Action
4. Click
Step Action
5. Enter Relationship type/relationship. If you want to display all available options,
click F4 or click
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Step Action
6. Double-Click
Step Action
7. Select Type of related object
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Step Action
8. Enter ID of related object. If you want to display all available options, click F4 or
click
Step Action
9. Enter * in Search term field the press Enter
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Step Action
10. Double-click .
Step Action
11. Save
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3.6. ASSIGN PERSON TO POSITION SCENARIO
To get understand how to Assign person to position here the scenario that we will follow assign person to Payroll And transport creates it under name new organization unit. PROCESS DETAILS
Process Assign Peron to Position (HCM_OM_006)
Menu Path Human resources Organizational Management
Organizational Plan Organization and Staffing Change
Transaction Code PPOME
Step Action
1. Double-click
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Step Action
2. Double-click the required Element.
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Step Action
3. Double-click
Step Action
4. Click Assign .
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Step Action
5. Double Click Person
Step Action
6. Click
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Step Action
7. Double-clicked the required employee
Step Action
8. Click .
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Step Action
9. Click .
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4. Reports 4.1. Vacant Positions
Use This report lists positions flagged as vacant or obsolete, according to the selection criteria.
A vacant position is a position that has no holder in a given period.
Prerequisites To evaluate vacancies, you must maintain Infotype 1007 (Vacancy) for positions.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Menu Human Resources Organizational Management Info
System Position Vacant Positions
Transaction code S_AHR_61016509
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Administrator (HCM) (SAP_NBPR_ADMIN_HCM_M)
Business role menu
Human Resources Reports Organization
Vacant/Obsolete Positions
2. Double-click the report if accessing via the menu tree.
3. On the Vacant positions selection screen, provide the following flexibility:
Selection Section
Provide the following entries on this section of selection screen
Field Name Description User Action and Values
Plan Version Record version 01-Current Plan, and 02-Alternative Plan/tech
Choose 01 value
Object Type Organization Management object type, O-Organization Unit, C-Job, and S-Position
Choose O value
Object ID Organizational Unit, Job, or Position number
Enter 77
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Search Term Ability to search the object based on abbreviation, * value (for all objects), or F4 key for possible entries
Leave the entry field as system default
Object Status Organization unit object type status, 1-Active, 2-Planned, 3-Submitted, 4-Approved, and 5-Rejected
Choose 1 value
Data Status button
Status of existing record, 1-Active, 2-Planned, 3-Submitted, 4-Approved, and 5-Rejected
Leave the entry field as system default
Reporting key date Section
Provide the following entries on this section of selection screen
Field Name
Description User Action and Values
Key Date Object or Position status as of today’s date
Choose default value or value that meet the business needs
Output Section
Provide the following entries on this section of selection screen
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Field Name Description User Action and Values
Evaluation Path
A code allows inquiries on object(or Position in particular) that are affected by object relationship
Choose default value PLSTE
Status Vector
Object status, 1-Active, 2-Planned, 3-Submitted, 4-Approved, and 5-Rejected
Choose 1 value
Display Depth
The object hierarchy / structure depth to be displayed on the report output
Leave blank or enter a value between 1 and 6
Status Overlap
Allows a simulation to run showing the results of activating Relationship infotypes. The simulation activates all Relationship infotypes with the statuses listed in the Status vector field.
Leave blank
4. Choose the Execute button.
5. If the system displays a warning about specifying an object ID, press Enter.
Result The report displays the following:
the period in which the position is vacant
the date to which the position is still filled
the date from which the position has been vacant
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4.2. Staff Assignments
Use This report enables you to display the staff, and chief assignments (positions and persons)
for one or more organizational units.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Menu Human Resources Organizational Management Info
System Position Staff Assignments
Transaction code S_AHR_61016503
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Administrator (HCM) (SAP_NBPR_ADMIN_HCM_M)
Business role menu
Human Resources Reports Organization Staff
assignments
2. Double-click the report if accessing via the menu tree.
On the Staff assignments selection screen, to display the full selection screen, select the
Standard Selection screen checkbox, and choose the Execute button
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The system displays the message Caution: All Objects of the object type will be edited. Press Enter.
Selection Section
Provide the following entries on this section of selection screen
Field Name Description User Action and Values
Organizational
unit
Organization unit Select one or more
organization units for
which the report is
required
Search Term
Search term for objects to work
with (for example, organizational
units, qualifications, events, and so
on)
Leave blank
Key Date Reporting date
Status 1-Active, 2-Planned, 3-Submitted,
4-Approved, 5-Rejected
1
Org. Structure
reporting
Indicate if an inquiry/report should
document only the selected
organizational units
Selected
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Selection Options Section
Provide the following entries on this section of selection screen
Field Name Description User Action and Values
Basic working hours
Employees’ work hours, D-hours per-day, W-hours per-week, M-hours per-month, and Y-hours per-year
Choose default value M
Checkbox-Display position holder only
Option to display position holders only(select the checkbox) or position substitute's name(de-select the checkbox)
Selected
Checkbox-Include persons w/o position
Option to include employee without position (select the checkbox)
Choose value that relevant to the business needs
3. Choose the Execute button.
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4. If the system displays a warning about specifying an object ID, press Enter.
Result The list contains all positions by organizational unit, with information on
the persons assigned to the positions
chief positions
staffing status
actual working times
planned working times
staffing percentages
assignment to employee groups
assignment to employee subgroups