Implementing Employee and Manager Self-Services in SAP ERP

HCM

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ISBN:
978-1-59229-188-5
Author(s):
Jeremy Masters and Christos Kotsakis
Type:
Hardcover, 424 pages

Self-service for employees and managers has received widespread acceptance and is now being used by
companies throughout the world. If you are working on or considering an SAP ERP HCM Employee Self-
Service (ESS) and Manager Self-Service (MSS) implementation, this is the resource you need.

This book is written for HR and IT professionals, project managers, and consultants. It covers the project
cycle from design to implementation, beginning with the details of why self-service is important to
organizations, how it fits into a service delivery strategy, and how to approach developing a business
case. An overview of ESS and MSS is provided along with details on the technical implementation,
including the homepage framework, OADP (Object and Data Provider), and the underlying configuration.

Self-service fundamentals are also explained, including installation and setup, and a full review of the
standard components available in SAP ESS and MSS Business Packages is included. More advanced topics,
including delegation, workflow, and security authorizations are covered, and a case study and lessons-
learned section provides real-world insights from past experiences.

Highlights
• Understanding the Business Case for ESS and MSS
• Self-Service Delivery Models
• Integration with Personnel Administration and Organizational Management
• Homepage Framework Configuration
• Delegation and Substitution Management
• Authorization Management in ECC and the SAP Portal
• Deploying Custom Self-Service Applications

About the Author(s)

Jeremy Masters is an author, speaker, and SAP HCM subject matter expert. He is co-founder and Managing
Partner of Worklogix, which provides SAP HCM professional services and software solutions to Fortune
1000 companies. He has been an SAP HCM practitioner for over 10 years. Christos Kotsakis is Vice
President of Information Technology at Starwood Hotels and Resorts Worldwide. Previously, he was an
Associate Partner in the Human Capital Management practice at IBM Global Business Services. In the past
10 years, he has managed more than a dozen project teams, spanning across HCM functionality.

Table of Contents
1 ... Introduction ... 19
... 1.1 ... Target Audience ... 20
... 1.2 ... Book Layout ... 20
... 1.3 ... Product Releases ... 22
... 1.4 ... Summary ... 22

2 ... Self-Service Overview ... 23

... 2.1 ... What is a Self-Service Application ... 23
... 2.2 ... Employee Self-Service ... 24
... 2.3 ... Manager Self-Service ... 25
... 2.4 ... Self-Service Delivery Model ... 26
... 2.5 ... Delivering Self-Service Applications ... 31
... 2.6 ... Common Applications for ESS ... 33
... 2.7 ... Common Applications for MSS ... 35
... 2.8 ... Summary ... 37

3 ... Value Proposition for Self-Service ... 39

... 3.1 ... Self-Service Myths ... 39
... 3.2 ... The Business Case ... 42
... 3.3 ... Summary ... 48

4 ... The Foundation of Employee Self-Service (ESS) and Manager Self-Service (MSS ... 49
... 4.1 ... Personnel Administration ... 49
... 4.2 ... A Healthy Organizational Structure ... 52
... 4.3 ... Definition of Manager ... 57
... 4.4 ... Position and Vacancy Management ... 63
... 4.5 ... Workflow ... 65
... 4.6 ... Summary ... 69

5 ... ESS and MSS Installation and Setup ... 71

... 5.1 ... Terminology ... 71
... 5.2 ... ESS Installation ... 72
... 5.3 ... MSS Installation ... 75
... 5.4 ... Configuring Connections ... 76
... 5.5 ... Summary ... 84

6 ... Functionality Available in Employee Self-Service ... 85

... 6.1 ... Application Components for ESS ... 86
... 6.2 ... ESS Homepage Framework ... 87
... 6.3 ... Business Package for ESS ... 109
... 6.4 ... Summary ... 162

7 ... Functionality Available in Manager Self-Service ... 163

... 7.1 ... Application Component for MSS ... 164
... 7.2 ... What We Will Cover ... 164
... 7.3 ... MSS Home Page Framework ... 166
... 7.4 ... Business Package for MSS ... 174
... 7.5 ... Generic iViews ... 252
... 7.6 ... Reporting ... 257
... 7.7 ... Summary ... 259

8 ... Advanced Concepts in ESS and MSS ... 261

... 8.1 ... OADP ... 262
... 8.2 ... Advanced Workflow Topics ... 297
... 8.3 ... Delegation ... 306
... 8.4 ... Checklists and Guided Procedures ... 319
... 8.5 ... Summary ... 324

9 ... Authorization Management ... 325

... 9.1 ... Important Authorizations within ECC for Self-Service ... 326
... 9.2 ... Standard Roles in Self-Service ... 342
... 9.3 ... Using Structural Authorizations with Self-Service ... 348
... 9.4 ... Portal Permissions ... 353
... 9.5 ... Important SAP Notes ... 357
... 9.6 ... Data Privacy ... 358
... 9.7 ... Summary ... 360

10 ... Enhancing Self-Service Applications ... 361

... 10.1 ... Terminology ... 361
... 10.2 ... Supporting Enhancements to Standard Applications ... 363
... 10.3 ... Setting Up the Environment ... 365
... 10.4 ... Summary ... 373

11 ... Self-Service Case Study ... 375

... 11.1 ... Business Landscape ... 375
... 11.2 ... Business Challenges ... 377
... 11.3 ... Transformation Objectives ... 377
... 11.4 ... Project Scope for Self-Service ... 378
... 11.5 ... Service Delivery Model ... 380
... 11.6 ... Role of the HR Generalist ... 381
... 11.7 ... Training ... 382
... 11.8 ... Results ... 382
... 11.9 ... Critical Success Factors ... 383
... 11.10 ... Summary ... 383

12 ... Lessons Learned ... 385

... 12.1 ... Self-Service Processes and Applications ... 385
... 12.2 ... Change Management ... 393
... 12.3 ... System Implementation ... 398
... 12.4 ... Summary ... 407

13 ... Resources ... 409

... 13.1 ... Solution Documentation on SAP Service Marketplace ... 409
... 13.2 ... SAP Online Help ... 412
... 13.3 ... SAP Notes on SAP Service Marketplace ... 412
... 13.4 ... SDN (SAP Developer Network ... 416
... 13.5 ... HR Expert ... 416
... 13.6 ... Annual Conferences ... 418
... 13.7 ... User Communities ... 419
... 13.8 ... Internet Search Engines ... 419
... 13.9 ... Summary ... 419

14 ... The Authors ... 421

************
100 Things You Should Know About HR Management with SAP

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Product Details
ISBN:
978-1-59229-361-2
Author(s):
Ajay Jain Bhutoria, Cameron Lewis
Type:
Hardcover, 297 pages
Tip 27
You can insert custom messages in employee pay stubs!
If you’re running the in-house payroll functionality in SAP ERP HCM, you can send custom messages to
specific employees via their payroll stubs. Whether you want to explain a payment or deduction, note
changes in payroll contact information, or acknowledge service anniversaries, it only takes a few clicks to
add a personal note. Find out more on page 76!
__________________________________________________________________________________
The books in our "100 Things" series each provide 100 practical, little-known tips, tricks, and workarounds
to help you get the most out of your SAP system.
Whether you’re a user, super-user, or consultant, you’ll find useful information to help you:
Save Time and Money
With the time-saving shortcuts and workarounds provided, users of all levels will get the most out of their
daily interaction with the system.
Increase Efficiency
Use these insightful tips to configure screens to your personal needs, to significantly reduce the number
of IT trouble tickets, and to work more efficiently. The books’ hands-on approach and easy-to-follow
layout will help you to pick up new skills in no time.
Work Smarter
Your SAP user experience will be friendlier and easier, and you may even find yourself saying,
“I had no idea you could do this that way!” or “I wish I had known how to do this a long time ago!”

Highlights
· Personnel Administration
· Organizational Management
· Benefits
· Payroll
· Time Management
· E-Recruiting
· Performance Management
· Compensation Management
· Career Succession and Planning
· Employee and Manager Self-Services
· Adobe Forms and Processes
· HR Administrator Role
· HR Security Authorization Management
· Reporting

The Authors
Ajay Jain Bhutoria has over 15 years of experience in HR and is the founder of Global Business Consulting
Services. Cameron Lewis has over 20 years of experience in HR, and directs the technical team and
systems for HR at Cadence.

Table of Contents
• ... Acknowledgments ... 13
• ... Introduction ... 14
• PART 1 ... Personnel Administration ... 17
• 1 ... Deleting a Personnel Number in SAP ERP HCM ... 18
• 2 ... Fast Entry to Maintain Master Data ... 20
• 3 ... Changing the Entry or Leaving Date ... 22
• 4 ... Tracking Logged Changes in Infotype PA ... 24
• 5 ... Finding the Personnel Number Using Quick Search Tips ... 26
• 6 ... Creating a Personnel Administration Custom Infotype ... 28
• 7 ... Fast Entry of Personnel Actions ... 30
• PART 2 ... Organizational Management ... 33
• 8 ... Simplifying Organizational Management Maintenance ... 34
• 9 ... Generating a List of Features Easily ... 36
• 10 ... Tracking Logged Changes to Organizational Management Data ... 38
• 11 ... Vacancy Tracking in Organizational Management ... 40
• 12 ... Maintaining Vacancy of Positions ... 42
• 13 ... Adding a Customer-Specific Field to a Personnel Development Infotype ... 44
• 14 ... Searching People and Organizational Management Objects Easily ... 46
• PART 3 ... Benefits ... 49
• 15 ... Changing Employee Benefits Using Adjustment Reasons ... 50
• 16 ... Hide-Optional Fields on Benefits Infotypes ... 52
• 17 ... Using the Benefits Toolset Plan Cost Summary Report ... 54
• 18 ... Creating a New Benefit Plan Faster by Copying an Existing Plan ... 56
• 19 ... Overriding the Benefit Salary on Life Insurance ... 58
• 20 ... Controlling Open Enrollment with an Adjustment Reason ... 60
• 21 ... Managing Year-End Adjustment Payroll Runs for Terminated Employees ... 62
• PART 4 ... Payroll ... 65
• 22 ... Deleting Old Payroll Processes ... 66
• 23 ... Changing the Earliest Retro-Accounting Date/Master Data Change on Payroll Status ... 68
• 24 ... Reversing Your Posting Run Documents ... 70
• 25 ... Auditing Payroll and Time Schema with Subschemas and PCRs ... 72
• 26 ... Displaying Deleted Payroll Results ... 74
• 27 ... Inserting Custom Messages in Employee Pay Stubs ... 76
• 28 ... Performing Special and Year-End Adjustments for Payroll ... 80
• 29 ... Updating Payroll Schemas and PCRs with Line Editor Commands ... 82
• 30 ... Creating Files for Third Party Providers ... 84
• 31 ... Deleting Current Payroll Results for an Employee ... 88
• PART 5 ... Time Management ... 91
• 32 ... Using Report RPUSWH00 for Infotype 0007 — Mass Update ... 92
• 33 ... Troubleshooting Payroll and Time-Related Issues and Displaying Time Evaluation Results ...
96
• 34 ... Generating Automatic Absence Quotas ... 100
• 35 ... Checking Attendance and Absence Types ... 102
• 36 ... Displaying the Personnel Work Schedule for Multiple Employees for a Given Period ... 106
• 37 ... Displaying and Changing Your Holiday Calendar ... 110
• 38 ... Simplifying Your SAP Time Evaluation Schema ... 114
• 39 ... Reviewing the Error Log Generated During Time Evaluation ... 116
• 40 ... Correcting Absence Quotas Generated in Time Evaluation ... 118
• PART 6 ... E-Recruiting ... 121
• 41 ... Using the Recruiter’s Work Center Dashboard to Manage Your Requisitions and
Applications ... 122
• 42 ... Conducting Efficient Background Checks ... 124
• 43 ... Managing Your Recruiting Administration Activities with the Recruiting Administrator
Role ... 126
• 44 ... Managing Performance Management Functions and Reporting via One Transaction ... 130
• PART 7 ... Performance Management ... 133
• 45 ... Evaluating Appraisal Results, Creating Ranking Lists, and Comparing Appraisal
Documents ... 134
• 46 ... Changing Your Appraisal Document ... 138
• 47 ... Changing the Customizing Settings for Your Appraisals ... 142
• 48 ... Controlling Access to Training Courses in the SAP Learning Solution ... 144
• 49 ... Managing Your Backend Objective Setting and Appraisal Process ... 146
• PART 8 ... Compensation Management ... 149
• 50 ... Designing a Salary Increase Program on a Single Worksheet ... 150
• 51 ... Adding or Changing the Layout of Compensation Planning Worksheets ... 154
• 52 ... Tracking and Monitoring Compensation Planning Changes ... 156
• 53 ... Notifying the Planning Manager to Start Compensation Planning ... 158
• 54 ... Managing and Monitoring your Compensation Budget Reconciliation through the Planning
Cycle ... 160
• 55 ... Deleting Sensitive Compensation Planning History Data from the Test Environment ... 162
• 56 ... Controlling Exceptions on Eligibility for Compensation Plans ... 164
• 57 ... Mass Updating Basic Pay Based on Changes during Compensation Planning and Review for
Changes ... 166
• 58 ... Managing Compensation Administration Activities via Compensation Specialist Roles in the
Portal ... 168
• 59 ... Customizing the MSS ECM Screen Layout to Hide Unnecessary Columns ... 172
• 60 ... Adjusting Your Compensation Process Records ... 174
• 61 ... Renaming Column Headers in the MSS–ECM Compensation Planning Worksheet ... 176
• PART 9 ... Career Succession Planning ... 179
• 62 ... Comparing Talent Profiles Using the Compare Functionality ... 180
• 63 ... Using Succession Planning to Organize Your Processes ... 182
• 64 ... Designing Your Job Architecture for Efficient Succession Planning ... 184
• PART 10 ... Employee Self-Service and Manager Self-Service ... 187
• 65 ... Displaying Table Contents for Master Data Fields ... 188
• 66 ... Control Settings for Subtype Display on ESS ... 190
• 67 ... Personalizing Your Workflow Task List Display Page ... 192
• 68 ... Control the Visibility of Personal Information Fields on Employee Self-Service (ESS)
Screens ... 196
• 69 ... Multiple Ways You Can Search for Employees in Manager Self-Service (MSS) ... 198
• 70 ... Launching Manager’s Desk Top Reports from the Launch Pad in MSS ... 202
• 71 ... Setting the Approval Working Time in MSS Using the Collective Approval Screen ... 204
• 72 ... Controlling Absence and Attendance Types Displayed in Multiple iViews in ESS ... 206
• 73 ... Using Guided Procedures to Streamline the User Experience for Benefits Enrollment and
Life and Work Events in ESS ... 208
• 74 ... Controlling Personnel Information Infotypes for Employees ... 212
• 75 ... Customizing Your System Messages on Employee Self-Service ... 214
• PART 11 ... Adobe Forms and Processes ... 217
• 76 ... Managing the Hire-to-Terminate Employee Lifecycle Using SAP HCM Forms and Processes in
MSS ... 218
• 77 ... HCM Forms and Process Architecture ... 222
• 78 ... Processing Multiple Employee’s Records in Processes and Forms ... 226
• 79 ... Defining the Attachment Types Required for Your Form Scenario ... 228
• PART 12 ... HR Administrator Role ... 231
• 80 ... Running a Free Text Search ... 232
• 81 ... Editing Employee Data in MSS from the Work Center ... 234
• 82 ... Using the Digital Personnel File to Simplify and Optimize HR Administrator ... 236
• 83 ... Using the HR Administrator Role for All Administrative HR Tasks ... 238
• PART 13 ... HR Security Authorization Management ... 241
• 84 ... Controlling Employee Access to Self-Service Capabilities ... 242
• 85 ... Restricting Users from Viewing or Maintaining Their Own SAP ERP HCM Master Data ... 244
• 86 ... Accessing Users’ SU53 Transaction from Your Own Desktop ... 246
• 87 ... Checking the Integrity of Data Entered in SAP ERP HCM ... 248
• PART 14 ... Reporting ... 251
• 88 ... Comparing Two Security Roles to Maintain Your Authorizations and SOX Compliance ... 252
• 89 ... Improving the Performance of Your Reports and Queries Using Dynamic Selections ... 254
 • 90 ... Executing Reports from the MSS Launch Pad ... 258
• 91 ... Executing HR Reports Using Structural Display ... 260
• 92 ... Using QuickViewer to Create Basic List Reports for Occasional HR and Payroll Users ... 262
• 93 ... Transporting Reports Developed in the SAP Query Standard Area from One System to
Another ... 266
• PART 15 ... Miscellaneous ... 271
• 94 ... Translating Your Organizational Structure into Multiple Languages ... 272
• 95 ... Creating Standard and Structural Authorization Profiles and Roles ... 274
• 96 ... Displaying Long Text on Infotypes ... 276
• 97 ... Transporting Your Organizational Structure Manually ... 278
• 98 ... Using Transaction Codes to Access HR IMG Nodes ... 280
• 99 ... Creating Custom Transaction Codes for Your Day-to-Day HR Activities ... 282
• 100 ... Creating a Mini Information Board on the SAP GUI Log-On Screen ... 284
• ... Additional Resources ... 286
• ... The Authors ... 292
• ... Index ... 293

***************

SAP Enterprise Learning

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Product Details
ISBN:
978-1-59229-269-1
Author(s):
Prashanth Padmanabhan, Christian Hochwarth, Sharon Wolf Newton, Sankara Narayanan Bharathan, Manoj
Parthasarathy
Type:
Hardcopy, 344 pages

SAP Enterprise Learning addresses your organization’s training and knowledge transfer needs by managing
classroom courses, virtual learning events, Web-based training, and collaboration rooms. With this book, you’ll
have the go-to reference that explains what it’s all about, where it’s going, and how it can benefit your
company.

You’ll learn how to set up and use SAP Backend, the portals, the Content Player, and Offline Player. Explore the
learning services managers can use to drive training adoption. And work through the training process life cycle
and see how it works with SAP Enterprise Learning, including preparation, catalog set up, day-to-day activities,
recurring activities, course programs, curricula, and reporting.

From there, you’ll look at the Virtual Learning Room powered by Adobe Connect, and learn about the tools and
Authoring Environment available for in-house or third-party content integration. You’ll finish up with several
case studies illustrating the lessons learned by other Enterprise Learning users to help you with your own
Enterprise Learning implementation.

About the Author(s)

The author team is closely connected to SAP Enterprise Learning: Prashanth Padmanabhan and Sankara
Bharathan are product managers for SAP Enterprise Learning; Christian Hockwarth was development project
manager of SAP Enterprise Learning; Sharon Wolf Newton is Principal and CEO at hyperCision; and Manoj
Parthasarathy is Senior Manager of LMS implementations at Convergys.

Table of Contents
... Structure of the Book ... 21

1 ... Introduction and Market Overview ... 25

1.1 ... Why Do Organizations Invest in Learning Management Systems ... 25
1.2 ... Market Overview ... 27
1.3 ... History of SAP Enterprise Learning ... 27
... 1.3.1 ... SAP Learning Solution ... 28
... 1.3.2 ... SAP Enterprise Learning (Environment) ... 28
... 1.3.3 ... Integration with Other ERP Components ... 28
1.4 ... Integration of SAP Enterprise Learning with SAP ERP HCM Functionality ... 29
... 1.4.1 ... Role of SAP Enterprise Learning in SAP ERP HCM Talent Management ... 29
1.5 ... Role of SAP Enterprise Learning in the SAP Business Suite ... 31
... 1.5.1 ... Sample End-To-End Business Process ... 32
1.6 ... Product Release Cycles ... 32
... 1.6.1 ... Enhancement Package Strategy ... 32
... 1.6.2 ... Enhancement Packages for SAP Enterprise Learning ... 33
1.7 ... Training and Event Management vs. Learning Solution vs. Enterprise Learning ... 33
... 1.7.1 ... Comparison of the Solution Designs ... 34
... 1.7.2 ... Comparison of Training Management Capabilities ... 35
... 1.7.3 ... Comparison of Support for Self-Service ... 37
... 1.7.4 ... Comparison of e-Learning and Content Management ... 38
... 1.7.5 ... Compare Workflow and Other Correspondences ... 41
... 1.7.6 ... Comparison of Reporting Function ... 42
... 1.7.7 ... Comparison of Web Services ... 43
... 1.7.8 ... Comparison of Product Roadmaps ... 43
1.8 ... More Resources on This Topic ... 44
1.9 ... Summary ... 44

2 ... Roles in SAP Enterprise Learning ... 45

2.1 ... The Learner ... 46
... 2.1.1 ... Learner Collaboration ... 47
... 2.1.2 ... Tools Used by a Learner ... 47
2.2 ... The Instructor ... 48
... 2.2.1 ... Instructor Collaboration ... 50
... 2.2.2 ... Tools Used by the Instructor ... 51
2.3 ... The Training Administrator ... 52
... 2.3.1 ... Administrator Collaboration ... 53
2.4 ... The Manager ... 54
... 2.4.1 ... Tools Used by a Manager ... 55
2.5 ... The Content Author ... 56
2.5.1 ... Tools Used by the Content Author ... 56
2.6 ... The Content Administrator ... 57
... 2.6.1 ... Tools Used by the Content Administrator ... 58
2.7 ... More Resources on This Topic ... 58
2.8 ... Summary ... 58

3 ... SAP Enterprise Learning Architecture ... 59

3.1 ... SAP Enterprise Learning Product Architecture ... 59
3.2 ... SAP Enterprise Learning Technical Architecture ... 60
... 3.2.1 ... Learning Portal (LSOFE) ... 61
... 3.2.2 ... Instructor Role in the SAP Enterprise Portal ... 63
... 3.2.3 ... Content Player (LSOCP) ... 64
3.3 ... Offline Player (LSOOP) ... 65
... 3.3.1 ... Authoring Environment (LSOAE) ... 66
... 3.3.2 ... Environment for the Training Administrator ... 67
... 3.3.3 ... Content Management ... 68
... 3.3.4 ... TREX Text Retrieval and Information Extraction ... 68
3.4 ... Deployment Options ... 68
3.5 ... Deployment Best Practices and Recommendations ... 69
... 3.5.1 ... Purpose of the System: Development Box ... 69
... 3.5.2 ... Purpose of the System: Quality Assurance ... 70
... 3.5.3 ... Purpose of the System: User Acceptance ... 70
... 3.5.4 ... Purpose of the System: Production ... 70
... 3.5.5 ... Purpose of the System: Disaster Recovery ... 70
3.6 ... More Resources ... 70
3.7 ... Summary ... 71
3.8 ... Contributors ... 71

4 ... Integration of SAP Enterprise Learning ... 73

4.1 ... Integration of SAP Enterprise Learning with HCM Application Components ... 74
... 4.1.1 ... Infotypes ... 74
... 4.1.2 ... Additional Infotypes ... 77
4.2 ... Organizational Management ... 77
... 4.2.1 ... Organizational Management and Enterprise Learning ... 79
... 4.2.2 ... Organizational Units ... 79
... 4.2.3 ... Jobs ... 82
... 4.2.4 ... Positions ... 82
4.3 ... Personnel Development ... 83
... 4.3.1 ... Personnel Planning ... 83
... 4.3.2 ... Qualifications ... 83
... 4.3.3 ... Proficiency ... 84
... 4.3.4 ... Depreciation Meters and Validity Periods ... 85
4.3.5 ... Maintaining Requirements and Qualifications ... 86
... 4.3.6 ... The Profile Match-Up Report ... 88
... 4.3.7 ... Essential Qualification ... 89
4.3.8 ... Development Plans ... 89
4.3.9 ... Structure of Development Plans ... 90
4.4 ... Performance Management Integration ... 90
4.4.1 ... Integration Points ... 91
4.4.2 ... Features in Enhancement Pack 4 ... 92
4.5 ... More Resources on This Topic ... 93
4.6 ... Summary ... 93

5 ... Tools for Learners, Instructors, and Managers ... 95

5.1 ... The Learning Portal ... 95
... 5.1.1 ... Employees Can Use the Portal to Plan Their Careers ... 95
... 5.1.2 ... Learners Can Take Appropriate Action to Address Skill Gaps ... 97
... 5.1.3 ... Learning Portal Delivers Training and Collects Feedback ... 97
5.1.4 ... Structure of the Learning Portal ... 98
5.1.5 ... Training Home ... 99
... 5.1.6 ... Course Catalog and Keyword Search ... 101
5.1.7 ... My Learning Account ... 102
5.1.8 ... Course Booking and Participation ... 103
... 5.1.9 ... Web-Based Learning ... 105
... 5.1.10 ... Technical Settings for the Learning Portal ... 106
... 5.1.11 ... Enhancing the Learning Portal ... 106
5.2 ... Content Player ... 108
5.3 ... Instructor Portal ... 112
... 5.3.1 ... User Experience and Structure of the Instructor Portal ... 112
... 5.3.2 ... Stages of Instruction and Features Used ... 113
... 5.3.3 ... Provide Access to the Instructor Portal to All Instructors ... 114
5.4 ... Managing Learning Activities of a Team ... 115
... 5.4.1 ... Managing Mandatory Course Assignments ... 116
... 5.4.2 ... Tracking Progress on Mandatory Course Assignments ... 117
5.4.3 ... Booking Team Members to Courses ... 117
5.5 ... More Information ... 118
5.6 ... Summary ... 118

6 ... Training Administration ... 119

6.1 ... Training Management Process ... 119
6.2 ... Key Transactions in Training Management ... 120
6.3 ... Course Preparation ... 122
... 6.3.1 ... Designing the Course Catalog ... 122
... 6.3.2 ... Course Types and Delivery Methods ... 126
... 6.3.3 ... Course Type Attributes ... 129
6.4 ... Course Offering ... 131
6.5 ... Day-To-Day Activities ... 132
6.6 ... Follow-up Activities ... 134
6.7 ... Configuring Enterprise Learning ... 134
... 6.7.1 ... Activate Business Functions ... 135
... 6.7.2 ... SAP Learning Solution ... 136
6.7.3 ... Course Preparation ... 137
6.8 ... Course Offering Section ... 141
6.9 ... Day-to-Day Activities ... 142
... 6.9.1 ... Control Elements ... 142
6.9.2 ... Booking ... 143
6.9.3 ... Versioning ... 145
... 6.9.4 ... Participation Cancellation ... 146
... 6.9.5 ... Workflow and Correspondence ... 147
6.10 ... Recurring Activities ... 150
... 6.10.1 ... Completion Specifications for a Course ... 151
... 6.10.2 ... Course Follow-Up ... 151
... 6.10.3 ... Course Appraisals ... 153
6.11 ... Basic Settings ... 154
6.12 ... Integration ... 155
... 6.12.1 ... Time Management ... 156
... 6.12.2 ... Materials Management ... 157
... 6.12.3 ... Budget Management ... 157
... 6.12.4 ... Billing and Activity Allocation ... 157
... 6.12.5 ... Appointment Calendar and SAP Knowledge Provider ... 159
... 6.12.6 ... Collaboration ... 159
6.13 ... Curriculum Types and Course Programs ... 161
... 6.13.1 ... Curriculum Types ... 161
... 6.13.2 ... Creating a Curriculum Type ... 162
... 6.13.3 ... Course Types and Courses Exclusive to Curriculum ... 164
... 6.13.4 ... Scheduling a Curriculum ... 167
... 6.13.5 ... Course Program ... 170
6.14 ... Reporting ... 175
... 6.14.1 ... Delivered Reports ... 175
... 6.14.2 ... Business Intelligence ... 179
... 6.14.3 ... Using Ad Hoc Query for Enterprise Learning ... 183
6.15 ... The Training Administrator Portal ... 189
... 6.15.1 ... Structure of the Training Administrator Portal ... 190
... 6.15.2 ... Scheduling Courses, Assigning Resources, and Managing Participation ... 195
... 6.15.3 ... Configuring the Training Administrator Portal ... 196
6.16 ... Development Plans ... 196
... 6.16.1 ... Individual Development Plan function (SAP HCM backend ... 197
... 6.16.2 ... Talent Management and Development ... 198
... 6.16.3 ... Using SAP Performance Management ... 200
6.17 ... Summary ... 202

7 ... Virtual Learning Room ... 203

7.1 ... Virtual Learning Rooms are Important Business Tools ... 203
... 7.1.1 ... Types of Learning for Which the Virtual Learning Room is Best Suited ... 204
... 7.1.2 ... A Virtual Learning Room is for Synchronous Events ... 205
... 7.1.3 ... The Virtual Learning Room Can Surpass Classroom Training ... 205
7.2 ... SAP Enterprise Learning Virtual Learning Room ... 206
7.3 ... How Adobe Connect is Integrated with SAP Enterprise Learning ... 206
... 7.3.1 ... Learning Portal ... 206
... 7.3.2 ... Instructor Portal ... 207
... 7.3.3 ... Administrator Interface ... 209
... 7.3.4 ... Tracking of Information with the Virtual Learning Room ... 210
7.4 ... Features of the Virtual Learning Room ... 210
7.5 ... Installation and Configuration ... 211
... 7.5.1 ... Troubleshooting Tips ... 215
7.6 ... Infrastructure Planning for Adobe Connect ... 216
7.7 ... More Resources on This Topic ... 217
7.8 ... Summary ... 218
7.9 ... Contributors ... 218

8 ... Content Design, Development, and Delivery in the SAP Learning Solution ... 219
8.1 ... Introduction ... 219
8.2 ... Content Design ... 220
8.3 ... The SAP Authoring Environment (AE ... 222
8.4 ... Configuration for the Authoring Environment ... 236
8.5 ... Third-Party Content and the Authoring Environment ... 237
8.6 ... SCORM Course Delivery ... 237
... 8.6.1 ... SCORM Versions ... 238
... 8.6.2 ... SCORM Course Creation ... 239
... 8.6.3 ... Deploying and Launching a SCORM Course ... 240
... 8.6.4 ... SCORM Tests ... 242
8.7 ... AICC Course Delivery ... 243
... 8.7.1 ... AICC Course Creation ... 243
... 8.7.2 ... Deploying and Launching an AICC Course ... 243
... 8.7.3 ... Hosted AICC Content ... 244
... 8.7.4 ... AICC/HACP Error Codes ... 245
8.8 ... Content delivery ... 246
8.9 ... Configuring the Content Player ... 247
8.10 ... Offline Player ... 249
8.11 ... Tracking and Reporting Progress in e-Learning Courses ... 250
... 8.11.1 ... Progress Tracking in the Learning Portal ... 251
... 8.11.2 ... Learning Progress BAdI ... 252
... 8.11.3 ... Content Reports ... 253
... 8.11.4 ... Publisher Database ... 254
8.12 ... Delivering Third-Party Hosted Content ... 255
8.13 ... Using the SAP Exchange Infrastructure (XI ... 256
... 8.13.1 ... XI Examples ... 257
... 8.13.2 ... Master Data Requirements ... 260
... 8.13.3 ... Questionmark™ Perception™ Assessments Integration ... 261
8.14 ... Summary ... 265
8.15 ... Contributors ... 266

9 ... Enhancing the SAP Enterprise Learning Solution ... 267

9.1 ... Enhancements and BAdIs ... 267
... 9.1.1 ... Training Management ... 267
... 9.1.2 ... Resource Management ... 270
... 9.1.3 ... Fee Handling ... 270
... 9.1.4 ... Cancellation Reasons ... 271
... 9.1.5 ... Correspondence BAdIs ... 271
... 9.1.6 ... Learning Portal ... 273
... 9.1.7 ... Content Player and Learning Objectives ... 277
... 9.1.8 ... Additional Enhancements ... 277
9.2 ... Structural Authorization Techniques ... 278
... 9.2.1 ... Configuring Structural Authorizations ... 278
... 9.2.2 ... Maintain Structural Profiles ... 279
9.3 ... Enhancement Case Study: Controlling Access to the Course Catalog ... 282
... 9.3.1 ... Enhancement ... 283
9.4 ... Summary ... 286

10 ... Managing an Enterprise Learning Implementation ... 287

10.1 ... Project Planning ... 287
... 10.1.1 ... Project Goals, Objectives, and Scope ... 288
... 10.1.2 ... Project Staffing ... 291
... 10.1.3 ... Project Timeline ... 293
10.2 ... Blueprint ... 294
10.3 ... Realization ... 298
... 10.3.1 ... Content Management ... 298
... 10.3.2 ... Change Management ... 299
... 10.3.3 ... Proof of Concept ... 301
10.4 ... Go-Live Preparation and Go-Live ... 301
10.5 ... Summary ... 302

11 ... Case Studies ... 303

11.1 ... Case Study 1: Implementing a Standalone Learning Solution Using ALE ... 303
... 11.1.1 ... Background ... 303
... 11.1.2 ... Implementation Project Planning ... 304
... 11.1.3 ... Blueprint ... 305
... 11.1.4 ... Realization ... 306
... 11.1.5 ... Go-Live Preparation and Go-Live ... 308
... 11.1.6 ... Team Education and Change Management ... 308
... 11.1.7 ... The Rest of the Story ... 310
11.2 ... Case Study 2: Global Implementation ... 310
... 11.2.1 ... Background ... 311
... 11.2.2 ... Global Implementation Readiness ... 311
... 11.2.3 ... Learning Systems ... 311
... 11.2.4 ... Planning the Future State ... 313
... 11.2.5 ... Requirements Gathering ... 315
... 11.2.6 ... Design ... 318
... 11.2.7 ... Catalog Design ... 319
... 11.2.8 ... Realization ... 321
... 11.2.9 ... End-User Education ... 323
... 11.2.10 ... Rules of Thumb ... 324
11.3 ... Summary ... 325

12 ... Functionality Comparison by Version ... 327

12.1 ... System Architecture Compatibility ... 327
... 12.1.1 ... Portal Functionality Comparison ... 329
... 12.1.2 ... Training Management Functionality Comparison ... 331
... 12.1.3 ... Authoring Functionality Comparison ... 332
... 12.1.4 ... Content Management System Functionality Comparison ... 333
12.2 ... Workflow, Courseware, and Reporting Functionality Comparison ... 334
... 12.2.1 ... Support for External Learners ... 335
12.3 ... Standards and Compliance ... 335
12.4 ... Virtual Learning Room ... 336
12.5 ... Integration ... 336
12.6 ... Learning Services for Managers ... 337
12.7 ... Summary ... 338
12.8 ... Conclusion ... 338

... The Authors ... 339