HR-Organizational Management Configuration

SAP
HR Configuration Pack

Organization
Management

Published by Team of SAP
Consultants at SAPTOPJ OBS Visit us at
www.sap-topjobs.com

Copyright 2008-10@SAPTOPJ OBS

All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted in any form, or by any means electronic or mechanical
including photocopying, recording or any information storage and retrieval system
without permission in writing from SAPTOPJ OBS.

INDEX
1. INTRODUCTION 3
2. BUSINESS MODEL FOR CONFIGURATION 4
3. SETUP NUMBER ASSIGNMENT FOR ALL PLAN VERSIONS 8
3.1 Maintain Object Type 11
3.2 Maintain Info types 15
3.3 Maintain Subtypes 20
3.4 Maintain Country-Specific Info types 24
3.5 Relationship Maintenance 27
3.6 Maintain Evaluation Paths 32
3.7 Maintain Personnel Actions 34
4. ACTIVATE INHERITANCE OF ACCOUNT ASSIGNMENT FEATURES 37
5. SETUP TRANSPORT CONNECTION 38
6. SETUP INTEGRATION WITH PERSONNEL ADMINISTRATION 40
7. TRANSFER DATA FROM PERSONNEL ADMINISTRATION 43
8. PREPARE INTEGRATION WITH PERSONNEL ADMINISTRATION 46
9. TRANSFER DATA TO PERSONNEL ADMINISTRATION 48
10. CHECK INTEGRATION CONSISTENCY 50
11. SET UP INTEGRATION WITH COST ACCOUNTING 52
12. SET UP INTEGRATION FOR COST DISTRIBUTION 53

1. Introduction

This document explains configuration steps in
Organizational Management covering configurations of

Object Types,

Info types

Relationships

Evaluation Paths

In order to carry out various business and human resources
related transactions, it is mandatory to have an
organizational plan.
Organizational plan is a functional structure representing
any enterprise based on tasks. It can be used for
Evaluation
Activating Business workflow
Planning any department structure
Organizational Management is the base to use the following
HR components
Personnel Development
Recruitment
Compensation Management
Personnel Cost Planning
Training and Event Management
Manager's Desktop

2. Business model for configuration

Before we go to the configuration, it is important that we
must have an idea of what is the business model or
requirement. Let us assume the required organizational
structure to be of with following main objects:

Organizational Units

Jobs

Positions

Let us try to understand one by one.

Organizational Units (Object Type 0): -

Organizational units will be used to represent the various
Divisions and Departments. The following relationships and
related object types will be assigned to organizational units:

A/B 002
Represents the Reports / is line supervisor of
relationship. This relationship is assigned to the
organizational unit which reports to another
organizational unit.

A/B 003
Represents the Belongs to / incorporates
relationship. This relationship assigns a position to
the organizational unit.

For this relationship, the percentage functionality will be
added in configuration to allow the assignment of one
position to more than one organizational unit with
different assignment of percentages.

A/B 012 (Chief)
Represents the Manages / is managed by
relationship. This relationship is assigned to a
position and it marks the head of the particular
organizational unit.

The following records will be created for organizational
units:

Account Assignment Features (IT1008)

This is where the company code for the
organizational unit will be stored for reporting
purposes.

JOBS (OBJECT TYPE C)

Jobs will be created based on requirement. The following
relationship and related object type will be assigned to
jobs:

o A/B 007
Represents the Describes / Is described by
relationship. This relationship assigns jobs to

the related positions.

The following additional records will be created for jobs

o Planned Compensation (Infotype 1005)
The jobs pay grade will be assigned in this
screen for Compensation Management
purposes.

o Composite Survey Result (Infotype 1271)
This is a new screen for Enterprise
Compensation Management. If required, this
screen will be used to store the salary survey
results for jobs/positions

POSITIONS (OBJECT TYPE S)
Positions will be created and assigned to organizational
units. The following relationships and related object types
will be assigned to positions:

o A/B 002
Represents the Reports / is line supervisor of
relationship. This relationship is assigned to
the position which reports to another position
at a higher level.

o A/B 003
Represents the Belongs to / incorporates
relationship. This relationship assigns a
position to the organizational unit.

o A008
Represents the Holder relationship. This
relationship is created when a person is
assigned to the position.

o A/B 012
Represents the Manages / is managed by
relationship. This relationship is assigned to a
position and it marks the head of the
particular organizational unit.

o A011
Represents the Cost centre assignment
relationship. This relationship assigns a cost
centre to the position. As a basic rule, cost
centers will be assigned at organizational unit
level. They will only be maintained at position
level when there are deviations from this rule.

The following additional records will be created for
positions:

o Vacancy (Infotype 1007)
Each vacant position will automatically be
assigned an open flag. This enables the
system to generate a list of vacant positions.

3. Setup Number assignment for all plan versions

BACKGROUND

In this step, you specify whether number assignment is plan
version- specific or plan version-independent, in other words,
valid for all plan versions. This decision is important since it
affects the kind of subgroups (number intervals) you may use.

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).

If you decide to use plan version- independent number
assignment, you create number intervals that are valid for all
plan versions. In this case, there is no danger of parallel
number intervals occurring i.e. the same number interval for
one object in one plan version and for a different object in
another plan version.

SCENARIO

Discuss number range assignment for all plan versions.

INSTRUCTIONS

Follow the Menu Path: IMG Personnel Management
Organizational Management Basic Settings Maintain
Number Ranges Set Up Number Assignment for All Plan
Versions

Steps:

1. Enter 'X' in the field Value abbr. to activate number
assignment for all plan versions. Leave the field Value abbr.
blank to deactivate this function.

2. Save your entries.

3.1 Maintain Object Type

BACKGROUND

This configuration setting enables to define the object type and
to change the existing object type.

SCENARIO

Create object type.
INSTRUCTION

Organizational Management Basic Settings Data Model
Enhancement > Maintain Object Type

To create New Object for Example Job Family

Select the existing object types from which it is required to be
copied

Click

Maintain the object type. E.g. ZC in place of C

Click

Click

Click

Click

3.2 Maintain Info types

BACKGROUND

In this step, you can make the changes to the infotypes. An
infotype is a logical or a business related characteristics of an
object.

SCENARIO

The standard SAP delivered Infotype are used .Dont change
any settings unless needed

1. Change the name of the infotype, if required.

2. Check and, if necessary, change the time constraint of the
info types or subtypes.

3. Assign the info types to object types. (Dont delete any
objects unless needed)

INSTRUCTIONS

Enhancement Infotype Maintenance Maintain Infotypes

Click

Select the desired info type. E.g. 1000

Infotype 1000 Object

Double click

Maintain time constraint. E.g.1 to indicate without gaps. Other
available entries are

Double click

Note: - Tick in the check box will not allow to maintain
the info type through basic transaction.

Click

Click

Infotype 1001 Relationships

Select infotype 1001

Double click to maintain time constraint

Double click to maintain Alt. screen and
maintenance control.

Below few more info types are discussed for understanding.

Infotype 1005 Planned Compensation

3.3 Maintain Subtypes

BACKGROUND

This configuration setting enables to maintain subtypes.

In either case, you have to assign a time constraint to both
subtypes and info types.

In this step, you maintain the settings necessary for creating
subtypes for info types. You can create new subtypes for
standard infotypes or for customer- specific info types

SCENARIO

Steps: SAP Standard settings are maintained

1. Create further subtypes for infotype if required.

2. Append a time constraint to each subtype.

Example: -

Infotype Subtype
1001 Relationships A003 Belongs to
1001 Relationships B003 Incorporates
1050 Job Evaluation Results Job evaluation 1
1050 Job Evaluation Results National Evaluation 1
1050 Job Evaluation Results National Evaluation 2

INSTRUCTIONS

Enhancement Infotype Maintenance Maintain Subtypes

Click

Select the desired row

Double click

Maintain the time constraint

Time Constraint

Field that contains the time constraint for each infotype or
subtype. The time constraint determines how often records
can be present at the same time. The system uses time
constraints internally to ensure data integrity.

The values have the following meaning:

Time Constraint 0 (May only exist once):

Indicates, may only be present once. A maximum of one
infotype record of the same type for the same object at the
same time. No changes to the record are allowed.

Time Constraint 1(without gaps): -

It indicates

A maximum of one infotype record of the same type for
the same object at the same time.
No gaps in time between valid records.
Changes to the record

Example: an object must always have a short name. This
information must always be present, without gaps, but it can
be changed.

Time Constraint 2(with gaps): -

A maximum of one infotype record of the same type for
the same object at the same time.
Gaps in time between valid records

Example: a position can only have one Vacancy infotype
record at a time.

Time Constraint 3(Unlimited): -

Several infotype records of the same type for the same
object at the same time
Gaps in time between valid records

Example: all subtypes of infotype 1001 (Relationships) with
the relationship direction top down (when delivered). For
example, the Sales department can be related to several
positions at the same time.

Click

3.4 Maintain Country-Specific Info types

BACKGROUND

In this activity, you specify that an infotype is only relevant for
a particular country or countries, in other words, a country-
specific Infotype.

This determines whether an infotype is displayed via Country
settings in basic transactions.

SCENARIO

Steps:
1. Choose New Entries.

2. Enter an infotype. For Example for Enter US for IT 1610

3. Select the country indicator of the country you want to
assign the infotype to.

4. Save your entries.
INSTRUCTIONS

Organizational Management Infotype Maintenance
Maintain Country Specific Info types

Click

Click

Click to maintain new country specific info types.

Click

Click

Impact of this configuration in Master Data /
Transaction

Country specific Infotypes are shown in PP01 respective
countries only.

3.5 Relationship Maintenance

BACKGROUND

In this step, you make the settings that are required for
creating relationships.

By creating relationships between objects, you can display all
the structures that exist in Personnel Management.
Relationships are special subtypes of infotype 1001.

Each relationship has two relationship types, indicated by A
and B. For each relationship created (A or B), the
corresponding inverse relationship is automatically set up.

SCENARIO

Discuss relationship maintenance
INSTRUCTIONS

Enhancement Relationship Maintenance Maintain
Relationship

Click

Select the identical one to Create Custom Relation. E.g. 006

Click

Maintain the entries as shown below as required by the
business.

Click

It will copy all relationships and Objects link to relation ship
link to 003

Select the newly created relationship ZAA

Double click

To Custom Object ZC (Job family) to the relate to C(Job) Select
the job C

Click

Maintain the entries as shown below

Click

Click

Click

3.6 Maintain Evaluation Paths

BACKGROUND

In this step, you create the evaluation paths you require. An
evaluation path is an instruction to the system which
determines which object types and relationship(s) are to be
included in an evaluation of your organizational plan.

One or more relationships are then used as "Navigation paths"
for evaluating structural information in your organizational
plan (relating to the organizational or reporting structures) or
matrix organization.

The sequence of the relationships included in the evaluation
path is decisive in how the results of the evaluation are
displayed.

SCENARIO

Example: -

Evaluation path "Staff assignments along organizational
structure" (SBESX):

No Object
Type
A/B Relationship Priority Type Rel.Object
skip
010 O B * S x
020 S A * P
030 O B * O

First of all in this evaluation path, the positions assigned (S) to
an organizational unit (O) are determined, then, the holder (P)
assigned to each position is determined.

As well as this, the next organizational unit down in the
organizational structure is determined; the above procedure
then takes place for this organizational unit. This procedure is
repeated for all further subordinate organizational units.

INSTRUCTIONS

Evaluation Paths

Click

Transaction

Various organizational structure reports are generated
through evaluation paths

3.7 Maintain Personnel Actions

BACKGROUND

In this step, you make the system settings necessary for
setting up a personnel action.

A personnel action is a collection of several logically connected
infotypes in the systems which, in an exact sequence, is used
for processing and are used for a particular system activity
(see "Create Organizational Unit", for example).

Personnel actions are identified by a key.
SCENARIO

Assign the following to each step of a personnel action:
A plan version
An object type
An infotype or subtype
A status
Default values for screen entry

Discuss the standard setting
INSTRUCTIONS

Follow the Menu Path: IMG Personnel Administration
Personnel Actions

Click

Select the desired row. E.g. O

Double click

This action is necessary to create Positions

The Info types 1000, 1002, 1003, and 1001 with relationship
A011 with object types O, K are used for This Action

Double click

Press page down to scroll down the screen and note the
details.

Transaction

PQ10 uses action O to create Organizational units.

4. Activate Inheritance of Account Assignment
Features

BACKGROUND
In 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.
SCENARIO

To activate inheritance, enter an 'X'

INSTRUCTIONS

Organizational Management Basic Settings Activate
Inheritance of account assignment features

Click

Click

Transaction

Infotype 008 will defaults controlling area

5. Setup Transport Connection

BACKGROUND

In this step, you specify which type of transport connection
you wish to use to transport Personnel Planning objects from
the Customizing client.

There are three possible transport options (Option 3
recommended)

Automatic transport connection ( Blank)

With the automatic transport connection, a dialog box always
appears after you create, change, or delete objects asking you
to assign the object to a transport request or to create a new
request.

Transport via object lock (repair flag) (T )

If you decide to use the object lock option, there is no
automatic query regarding a transport request. However, you
can use the report RHMOVE50 (Transport of objects using
object lock)
to transport any objects that were changed.

No automatic transport connection (automatic transport
connection is deactivated) (X)

If you decide not to use the automatic transport connection,
there is no automatic query regarding a transport request
when you create, change or delete an object.

This means that you have transport the changed objects
yourself. You do so with the report RHMOVE30 (Manual
Transport)

You have to enter the objects to be transported yourself, which
means that you have to ensure that all changed objects have
been transported.

SCENARIO

Discuss the setup transport connection

INSTRUCTIONS

Organizational Management Basic Settings Setup
Transport Connection

Click

Click

6. Setup Integration with Personnel
Administration

BACKGROUND

In this step, you activate integration between Organizational
Management and HR Master Data in Personnel
Administration.

This guarantees data consistency between the two
components. (Press F1 to read SAP help)

SCENARIO

Discuss the integration with personnel administration setup.

INSTRUCTIONS

Organizational Management Basic Settings Integration
Setup Integration with Personnel Administration

Click

In the standard system, the switch &PLOGI is set to "X" (all).

Transaction

T77S0 is major table for OM/PA integration. In hiring process
if employee doesnt have position the action defaults 99999999

7. Transfer Data from Personnel Administration

BACKGROUND

In this step, you can copy the objects and relationships set up
in Personnel Administration into Organizational Management
using the report RHINTE00.

This program reads the objects of infotype 0001
"Organizational Assignment" which were created in Personnel
Administration.

On this basis, the following records are created in
Organizational Management. As a prerequisite, you must have
selected the "Create objects" or "Create objects" and "Create
relationships" parameters in report RHINTE00.
SCENARIO

Discuss the data transfer in PA
INSTRUCTIONS

Organizational Management Basic Settings>Integration
Transfer Data from Personnel Administration

Click

Perform the following Steps:

1. Start the program WITHOUT creating a batch input session.

2. If personnel numbers were found that are not assigned to a
position, correct these by
a) Deactivating the integration switch in the Set Up
Integration with Personnel Administration step (entry
PLOGI ORGA).
b) Correcting the data for the persons concerned.

Make sure that all persons are assigned to a position or
to a work center.

3. Activate integration again (see 2.a).

4. Start the program RHINTE00 again, this time WITH creation
of a batch input session. This session can be started
automatically or manually

Transaction

RHITE00 is major report transfer data PA to OM

8. Prepare Integration with Personnel
Administration

BACKGROUND

In this step, you can transfer objects created in Organizational
Management into Personnel Administration tables using report
RHINTE10.

In doing this, you fulfil the prerequisite for writing data from
Personnel Administration tables to the "Organizational
Assignment" infotype using report RHINTE30.
SCENARIO

The following object types are relevant for integration:
Organizational Management Personnel Administration
Work centre (Object type A) Tables T528B, T528T
Job (Object type C) Tables T513, T513S
Position (Object type S) Tables T528B, T528T
Org.unit (Object type O) Table T527X

INSTRUCTIONS

Prepare Integration with Personnel Administration

Transaction

RHITE10 is major report populate OM data into PA Tables

9. Transfer Data to Personnel Administration

BACKGROUND

In this step, you can use report RHINTE30 to update the
"Organizational Assignment" infotype (0001) for the personnel
number you have selected with the data generated in previous
Organizational Management actions.

The report creates a batch input folder for the personnel
number, which is updated from the "Organizational
Assignment" infotype for the person.

The organizational assignment determined in Organizational
Management using organizational objects, positions, jobs,
work centers and cost centers is transferred into infotype
0001.

SCENARIO

Discuss the data transfer to PA

INSTRUCTIONS

Transfer Data to Personnel Administration

Transaction

RHINTE30 is major report which will update IT0001 with OM
data like Cost center, Position, Job, Org unit

10. Check Integration Consistency

BACKGROUND

In this step, you use report RHINTE20 to determine whether
data for objects relevant to integration is available in both
Personnel Administration and Organizational Management.

Entries in the following tables (Personnel Administration) are
compared to the corresponding objects created in file HR Plan
in the integration plan version (Organizational Management).
SCENARIO

Discuss the process of integration consistency
INSTRUCTIONS

Check Integration Consistency

Click

11. Set Up Integration with Cost Accounting

BACKGROUND

In this step, you set the controlling area that is used as a
default value for Cost Accounting.

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 (cost centers are always assigned
to a controlling area).

In such cases, the value you define in this step is used as the
default
SCENARIO

Discuss the integration with cost accounting setup
INSTRUCTIONS

Organizational Management Basic Settings Set Up
Integration with Cost Accounting

Click

Transaction
Controlling area will defaults in IT1008 and Inherit down the
Org. Structure

12. Set Up Integration for Cost Distribution

BACKGROUND

The PLOGI COSTD entry enables you to activate integration
between Organizational Management and Personnel
Administration for Cost Distribution.

SCENARIO

Discuss the standard settings.

INSTRUCTIONS

Set Up Integration for Cost Distribution

Transaction

It will activate IT0027& 1018 if the value X.

SAP
HR Configuration Pack

Organization
Management

Published by Team of SAP
Consultants at SAPTOPJ OBS Visit us at
www.sap-topjobs.com

Copyright 2008-10@SAPTOPJ OBS

All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted in any form, or by any means electronic or mechanical
including photocopying, recording or any information storage and retrieval system
without permission in writing from SAPTOPJ OBS.

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