SAP Human Resources

HR
Agenda : Project Start Up ...
 Introduction
 Welcome
 Agenda
 HR Overview
 Application Components
 Questions & Answers
 SAP -- The Overall Picture
Client/Server Comprehensive
Architecture Functionality Graphical User
Interface

FI
SD Financial
Sales Acctg.
MM CO
Integrated Materials Controlling
Mgmt
Solution PP AM
Production
Planning
R/3 Asset
Mgmt

QM Client / Server PS
Project
Quality
Mgmt
PM ABAP/4 WF
System

Plant Workflow
Maint.
HR IS
Human
Open Resources
Industry
Solutions
System
Business
Engineering

Multinational
Use
03
 SAP R/3 Functionality
Standard
Global Product
Integration Imaging
Office
Integration
Development
HR
information
Workflow system Security
Mail Org. Management
Recruitment
Manage-
ment
Internet Personnel Compensation Travel System
cost manage- Expenses Management
planning ment Multi-country
Multi- Time Industry
Incentive
Management
Payroll
Solution Payrolls
Currency wage
Workforce Master Benefits
planning Data EIS

Personnel Training &

Lo

Development Event

s
g

aI State of the Art

is

Reporting
ci
tic

an
Analysis
Technology
s

n
Fi

Scalability & (WF, Internet)

Performance
HR - Functionality
Accounting

Travel Payroll Personnel Cost Planning

Management
Recruitment Master Data Benefits

Career & Qualifications &

Succession Plan Requirements
HR
Compensation Training & Events
Management Reporting Management
Organization and Shift
Position Planning Planning Time Management

Logistics

• (PA) Personnel Administration

• (PD) Personnel Planning & Development
 Personnel r
1 yea 5 6
7
14
Management 3
4 13
Organ 1 2 11 12
20
21
iza 10 19
Manag tional
8 9 18 27
26
1 6 17 24 25

Travel t
1 5
ement 21 2
2 23 31
9 30
28 2
an agemen
M

HR R/3
Inform i n i ng and
atio Tra
System n Event
a gem ent
Man

Payrol
l
Travel t Accou
nting
an agemen Time
M
Manag
ement
HR Process - Employee Life
Cycle Job
Job/ /Position
Position
Description
Description
Promotion,
Promotion,Salary
Salary Vacancy
VacancyPlanning
Planning
increment, Retirement
increment, Retirement

Qualification
Qualification Recruitment
Updates Recruitment
Updates
Organisation Management
Transfer
Transferapplicant
applicant
Employee
EmployeeTraining
Training Master Data data
data to Masterdata
to Master data

Additional
Additionaldata
data&&
Career
CareerPlanning
Planning benefit
benefitinfo
info

Payroll
Payroll Time
Time&&Attendance
Attendance
Travel
TravelExpense
Expense
 Personnel
Administration

&
Planning & Development
Organization Management
 Planning Objects (e.g.
Org. unit, Position,
Job, workplace,etc.)

 Organization plans

 Reporting Structure

 Position description

 Vacancy / Occupancy
plans
Organization Structure Management
 Managing Information on Departments/ Org Units
 Tracking of Positions in various departments
 Maintaining Jobs
 Generating Graphical Reports of organization structure
 Reporting relationships, who reports to whom? Multiple
reporting !!
 Vacancy related reports
Maintaining PD Master Data
 PD Organizational Management
 Creating Organization unit
 Creating jobs and positions
 Assigning Cost Centers
 Assigning persons to positions
 Detailed maintenance of objects - creating additional
relationships
 Graphical maintenance and reporting
Recruitment

Advertisement Applicant
Internal
WANTED
Skilled, External
efficient
person for . . .
Unsolicited
Internet
Vacancy

Qualification
Profile matchup

/ Requirement
Specificat. Ideal / Actual
Hiring
Correspondence Selection
Recruitment Processes
 Vacancies
 Advertising
 Receiving Applications
 Structuring Applicants
 Recording Applicant Data
 Selection Process
 Applicant Actions
 Applicant Activities
 Applicant Correspondence
 Hiring an Applicant
 Applicant Reports
Master Data
(Information Types Info-
Types)

BANK
Working time

Family Pay / Bank details

Person

Address/
personal data Organization Assignment

Qualifications
Personnel Administration
- Personal Data
 Bio-data/ Resume
 Leave Administration
 Compensation & Benefits
 Payroll & Time Data
 Work Schedule
 Planning Data
 Salary Administration
 Appraisal
 Many more …...
Maintaining PA Master Data

 Individual Infotype maintenance:

 Contract Elements
 Monitoring of Dates
 Family/Related Person
 Education
 Other/Previous ERs
 Cost Distribution
 Internal Medical Service
Maintaining PA Master Data (Contd.)
 Internal Control
 Corporate Function
 Objects on Loan
 Time Recording Info.
 Wage Maintenance
 Company Pension
 Membership fees
 Communication
 PA Reporting through PD Graphical reporting
Electronic Personnel File Management

 Manage Employee progression in the company

 Details of employment outside company
 Family related Information
 Education details
 Leave Management
 Other information like Medical history, equipment
provided by company etc.
Time Management

Neg. time recording Pos. time recording

Positiv-Erfassung
Mixed Present
Overtime Overtime
Substitution Substitution
and approved from... to...
from... to...
Special from... to...
from... to...
Vacation Sick Forms Vacation Sick
from... to...

Time Valuation

Payroll Time Statement

for Employees
Time Management
 Holiday Calendar
 Personal Work Schedule
 Monthly Work Schedule
 Attendances & Absences
 Attendance Check
 Graphical Attendance / Absence Overview
 Leave Overview / Leave Reporting
 Attendance and Absence Quotas
 Activity Allocation
CATS: Cross Appl. Time-Sheet

CATS HR- Time data input

Minimaster
Release
CATS
Approval
Time Sheet
Transfer
HR CO
Data entry profile PS PM SM

MM
Authorizations
Time Management
Process
CO
PP
PM PAYROLL
PS ACCOUNTING

distribution

evaluation
Cost

Time
SAP
Time Management

TRAINING &
SUBSYSTEMS EVENT MGMT
Time Management Process
 Interface with Punching/Swipe Card system
 Generate attendance reports by individuals,
BAU/Department wise or by user specific requirement
 Leave record management
 Leave accrual calculation
 Deductions
 Maintaining Plant Holiday Calendar
 Subsequently integrate with Payroll
Benefits Administration

Flexible Single
Flexible
Benefits SingleStep
Step
Benefits Enrollment
Enrollment

Credit Plan Insurance Plan

Complex
Complex Unlimited
Unlimited
Benefits
Benefits Benefit
Benefit
Programs
Programs Plans
Plans
Health Plan Spending Account

Customized Flexibility
Flexibility
with
with
Eligibility
Control
Control
Rules
Savings Plan
SAP Benefits Overview
 Open enrollment
 New hire enrollment
 Life event changes (benefit adjustments)
 Status changes (benefit adjustments)
 Participation monitoring
 Insurability monitor
 Plan termination
 COBRA processing
 Benefits forms processing
 SAP Benefits Overview
New Hire Enrollment Process Flow
Automatic
Save General Save Benefits Adjustment
Action - PA 40 Enrollment
Benefits reason IT 0378 During
Hire Applicant
Information IT Action with Default US
Direct Hire
0171 During Adjustment Reason 0001. Benefits
Rehire
Action with On the pop-up box select to
External Hire Default
default values go to enrollment
Enrollment if
applicable

Benefits
Receive Administrator
Forward prints
Interface from Enter New Benefits
Benefits Benefits
Fidelity Benefits Enrollment Employee has
Yes Enrollment Enrollment No
update 401k Elections into Form back access to ESS
Package to Form from
% on IT 0169 SAP from
employee SAP
employee

No Yes
Print Benefits
Confirmation
Manually (or Custom
Form through
Program) enroll employee No
SAP and forward
into Default Health Plans
to employee
Employee
enroll online
within 30
days
E Print Benefits
N Confirmation Form Yes
D through ESS
SAP Benefits Overview
Master Data Infotypes
 0000 - Actions
 0001 - Organizational assignment
 0007 - Planned working time
 0008 - Basic pay
 0014 - Recurring payments/deductions
 0015 - Additional payments
 0021 - Family/related persons
 0041 - Date specification
 0077 - Additional personal data (Medicare eligibility)
 0219 - External organization
SAP Benefits Overview
Benefits Infotypes

 0167 - Health plans

 0168 - Insurance plans
 0169 - Savings plans
 0170 - Flexible spending accounts
 0171 - General benefits information
 0172 - FSA reimbursement
 0211 - COBRA qualified beneficiary
 0212 - COBRA health plan
 0236 - Credit plans
 0375 - HCE information
 0377 - Miscellaneous plans
 0378 - Adjustment reason
 0379 - Stock purchase category
 Qualifications and
Requirements
 Administration of Applicant’s / Employee’s
Qualifications
 Administration of Requirements for Job /
Position
 Consideration of Alternative
Qualifications/ Requirements

 Comparison of suitability based on

Requirements and Qualification match-up

 Exemplary qualifications/ requirements

catalog

 Search for a suitable person

Qualification Deficit
MS Word

Requirements Qualifications Course

Desktop Desktop MS Word

Prebooking

Organization Organization MS Word

05/01/-05/05/

MSWord
Word ? MS Word
Booking
06/11/-06/15/

Suitability profile
 Training & Event
Management
Capacity
planning English II
Lesson 1

Booking,
prebooking,
cancellation....

Correspondence
printing

Qualification
Updates

Appraisals
Schedule Resources Cost
Training and Development process support

 A comprehensive model for T&D process

 Update the qualifications acquired at the end of training
program automatically to attendees
 Manage training programs
 Manage resources like OHP / Video Projector, Room
facilities, handouts etc.
 Track information on external resources
 Automate correspondence generation
Training & Event Management
 Maintaining Training Needs
 Maintaining Training Calendar
 Creating Business Event groups and types
 Creating resource types, resources
 Planning & Scheduling a business event
 Cost Allocation for a business event
 Booking attendees (pre-book, firm-book, cancel, waitlist,
re-book)
 Maintaining Procedures infotype for Business events
 Follow-up of business events
 Appraisal of business events
Reports in Training

Attendances Resources Business events

 Attendee list  Resource  Business event

reservation schedule
 Prebookings per
business event  Available/reserved  Business event
resources... brochure
 Attendance
 Business event
prices...
Career and Succession
Planning
 Employee’s career development
based on Career models

 Profile matchup

 Determination of need for further

education

 Training Plan is suggested

 Integration with Training and Event

Management on courses booking
 Hit list for most suitable person in
Succession planning
 Payroll Accounting
 Gross payroll accounting with automatic wage
calculation
 Automatic special payments computation
 Full gross/net retroactive accounting
 Freely definable payroll form
 Data exchange with banks, social insurance
agencies, etc.
 Direct integration to FI and CO
 Online or batch processing
R/3 Payroll Process
Employee Benefits/Pay
EmployeeData
Data Benefits/Pay
Tables
Tables
Time
TimeManagement
Management

Payroll Simulation

Release/Start
Release/StartPayroll
Payroll

Calculate
CalculatePayroll
Payroll

Payroll
PayrollResults
Results

Payslip
Payslip Payroll
PayrollReports
Reports
 Compensation Management Overview

Administer
Compensation Compensation compensation
Policy? policy cost? awards?

Compensation Compensation Compensation

Process Plan Budgets Administration

Relative value of our Compensation Salaries & Benefits

jobs? costs control ? compared to other
companies?

Job Evaluation Compensation Salary Survey

Results Plan Budgets Results
 Job Evaluation Results

–Link to a job or a position

–Job evaluation results (Infotype)

–Subtypes for multiple evaluation systems

–Points determine relative worth of each job/position

–Link to salary structure through Planned compensation Infotype

–Benchmark job indicator

–Reporting available
 Budgeting

 Used as a control within compensation administration

 A budget type is linked to a compensation plan

 Actual compensation costs can be compared to budgeted costs

Budget/ Compensation/
Planned Actuals
$400,000 $320,000
 Budgets
 Create budgets in planned status

 Link budgets to organizational units

 Release a budget to change status to active

 Active budgets are available to compensation administration

$ 25,000.00
BU O
$ 500,000.00 $ 25,000.00 $ 75,000.00
BU O

BU O

BU O

BU O
$ 175,000.00 $ 100,000.00
BU O
Compensation Process Components

Compensation Process

Compensation Plan Budget Type Eligibility Rules

Compensation Compensation
Guidelines
Area Plan Type

Category

Recurring Additional Compensation

Basic Pay
Pay/Deds Payments Stock Plan
IT 0008
IT 0014 IT 0015 IT 0382
Compensation Plan Types & Categories
 Logical grouping of plans for compensation packages
and reporting

Salary

Base Pay Car

FIXED Allowance

Housing
 Predefined categories:
Allowance
 Fixed

 Variable

 Stock

 Benefits
 Compensation Plan Details
 Validity date of plan

 How the effective date for the award is calculated

 Calculation data depends on compensation plan category:

 Calculation base

 Calculation result or

 Results model

 Guideline – optional
 Eligibility Rules
 A rule specifies the criteria for employee participation
in a compensation plan

 Each rule uses criteria such as

 Hire date or length of sevice

 Number of hours worked

 Other: pay scale, pay grade, job, salary,performance

 User-defined

 Infotype for eligibility exceptions

 Eligibility groups further define criteria within a rule

Rule Group Criteria

Bonus 12 month service
Bonus Executive
06 month service
 Basic Infotypes
Compensation
Infotype
Plan Category

Fixed Basic Pay

Variable Recurring Additional

Basic Pay
Payments Payments

Stock Compensation
Stock Plan

Compensation
All
History
Personnel Cost Planning
 Cost planning  Cost preview
 according to organizational
units/cost centers
 Determination of actual costs
 as percentage/absolute
 Integration of future changes
 Target/actual comparison
 Simulation of structural  Integration with
changes Controlling (CO)
 Survey comparison (e.g
national, market survey)
 Direct Excel link

 Business graphics
presentation
Travel Management
 Entry of trip data

 Calculation of Meal Allowance (per diem)

 Maintain Receipts claim

 Advance Payment

 Allowances for stopovers

 Representation of internal company rules

 Trip-specific account assignment

 Nature of applications and authorizations

 Simulation of statement (to determine refund or reimbursement

amount)

 Integration to Payroll and/or FI/CO

 Reporting
Ad Hoc Query

Infotype
Selection Displ. Field

Available fields

Infotype 0000: Personnel Actions

Adhoc Query Employment status

Infotype 0001: Org. Assignment

Infotype 0002: Personal Data

ABAP/4 Report Form of address

Date of birth
Nationality
Number of children
Initials
HRIS Last name
First name
Title

Infotype 0006: Addresses

3rd Party Tools Country key

City
Postal code
County

Infotype 0007: Planned Working Time

 Ad Hoc Query
Ad Hoc Query

Ad hoc query Edit Goto View Environment System Help

Query Report Output

Field selection From 29.10.1997 to 29.10.1997

Selection
Selection field Option From To
Personnel area = 0001
City = Detroit

Selection result Hits 9

Output fields
Personnel number
Name of employee or applicant
House number and street
Postal code
City
Thank you