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Intoduction to Organization and Staffing Transaction

The Organization and Staffing transaction is the easiest way to manage SAP HR OM(Organization Management) for an end-user who does not have an in-de th! technica" #now"edge of SAP$ This is a user-friend"y transaction accessi%"e via Human Resources&Organizationa" Management&Organizationa" P"an& Organization and Staffing&'reate! 'hange! (is "ay$ SAP Transaction 'odes 'reate -PPO') 'hange- PPOM) (is "ay -PPOS) *or a"" three transactions the main screen is divided into two areas O%+ect Manager , -or# Area$

)ach of the two main areas is su%divided into anes. /$ Object Manager -'om rising a search area and a selection area. The O%+ect Manager is avai"a%"e innumerous HR user interfaces$ 0$ Work Area - 'om rising an overview area and a detail area$ The four areas in the Organization and Staffing interface ena%"e you to navigate for informationand remain on the same screen$ The fo""owing is a gra hic de iction of the screen.

Search Area - 1ives you a wide array of search o tions to "ocate your SAP OM o%+ects Selection Area - The resu"ts of your search a ears in the Se"ection Area$ Overview Area - The search resu"t se"ected in the Se"ection Area a ears in Over view Area$ The overview area gives you an icon %ased view of your OM o%+ect2s hierarchy$ Detail Area- Attri%utes re"ated to the se"ected OM o%+ect can %e edited in the detai" area$

How to create an Organizational Unit


3n the SAP command rom t ! )nter transaction PPOCE

3n the ne4t SAP screen! enter the start date of the Organizationa" 5nit and c"ic# the chec# mar#

The ew Organizational 5nit wi"" dis "ayed in %oth the Overview and (etai" screen areas

3n the detai"s section ! enter detai"s in accordance with the 6usiness 6"ue rint$

'"ic# the Save the 6utton$ The Overview Area wi"" a"so change as fo""ows

3m 7ote.'reate mode can on"y %e used for a new root organizationa" unit$ To create additiona" organizationa" units within the structure! change mode is used$

How to create an Org Unit within E!isting Str"ct"re


3n the SAP command rom t ! )nter transaction PPO#E

3n the ne4t SAP screen! c"ic# the %utton$ 3n the ne4t SAP screen! )nter the start date of the neworganizationa" unit$

7e4t ! search for the organizationa" unit to which new organizationa" unit wi"" %e added$ )nter the name of the organizationa" unit and c"ic# find$

3n the resu"ts window ! dou%"e c"ic# on the desired resu"t$

The se"ected organizationa" unit wi"" %e dis "ayed in the overview section$ Se"ect the target org unit and c"ic# create$

The ne4t SAP o -u window ena%"es you to choose the re"ationshi %etween the e4isting Org 5nit and the one that you are creating$ 3n this case! c"ic# $%s the &ine Su ervisor o'$

3n the detai"s section ! give information of the new organizationa" unit you are creating and '"ic# the save %utton$

3n the overview section ! you wi"" notice that the su%ordinate Org 5nit (2(emo2) has now %een added underneath the higher-"eve" Org 5nit

How to Create a

ew Position(

3n the SAP command rom t ! )nter transaction PPO#E

3n the ne4t SAP screen! c"ic# the

%utton$

3n the ne4t SAP screen! )nter the start date of the new osition

7e4t ! search for the organizationa" unit to which new osition wi"" %e added$ )nter the name of the organizationa" unit and c"ic# find$

3n the resu"ts window ! dou%"e c"ic# on the desired resu"t$

The se"ected organizationa" unit wi"" %e dis "ayed in the overview section$ Se"ect the target org unit and c"ic# create$

The ne4t SAP o -u window ena%"es you to choose the re"ationshi %etween the Organizationa" unit and Position$ Se"ect $%ncor)orates$

3n the detai"s section ! give information of the new osition that you are creating and '"ic# the save %utton$

3n the overview section ! you wi"" notice that the new osition has %een added under the Organizationa" unit$

How to Co)* a

ew Position

3n the SAP command rom t ! )nter transaction PPO#E

3n the ne4t SAP screen! c"ic# the

%utton$

3n the ne4t SAP screen! )nter the start date of the new osition

7e4t ! search for the organizationa" unit to which new osition wi"" %e added$ )nter the name of the organizationa" unit and c"ic# find$

3n the resu"ts window ! dou%"e c"ic# on the desired resu"t$

The se"ected organizationa" unit wi"" %e dis "ayed in the overview section$ Se"ect the osition you wish to ma#e co ies of and c"ic# the co y %utton$

The ne4t SAP o -u window select the n"+ber o' co ies *o" want to +ake o' the )osition . A"so s ecify the start date ! end date and ! descri tion

3n the overview section ! you can see the osition 8c"er#8 is co ied thrice

7ow ! if re9uired ! you can change the detai"s of the osition ! in the (etai"s section$

How to Deli+it a Position


3f! %ecause of a restructuring! the osition shou"d cease to %e avai"a%"e! you shou"d 7OT de"ete the osition from the system %ut roceed with de"imitation of the osition$The rere9uisite to %e a%"e to de"imit a osition is that no active em "oyee is "in#ed to it$ 3f that is the case! first the em "oyee shou"d %e terminated or moved to another osition$6e sure that you rea""y do not need this osition %efore roceeding %ecause this action is very difficu"t to ro"" %ac#$ 3n order to de"imit a osition roceed as fo""ows. -hi"e in SAP transaction PPO#E

Se"ect the osition you want to de"imit

Se"ect the %utton 2de"imit2 and chose the o tion 2o%+ect2

3n the ne4t SAP o u window !enter the de"imit date$ '"ic# the 'hec# Mar# 6utton$

The osition is (e"imited$

%denti'* a Position as Head o' Org Unit

Once a osition is dec"ared a Head of the Org 5nit The osition %ecomes the manager for a"" em "oyees %e"onging to the Organizationa" 5nit The Manager automatica""y %ecomes res onsi%"e for the a rova" of timesheet! training re9uests and any other SAP wor#f"ow$ Two im ortant things shou"d %e considered when assigning a osition as the 'hief. /$ 0$ A osition can %e assigned as 'hief to one Org 5nit O7:; An Org 5nit without chief wi"" automatica""y inherit the chief of the Org 5nit it %e"ongs to$

-hi"e in SAP transaction PPO#E Se"ect the osition you want to ma#e the chief

3n the detai"s section! under the %asic data ta% ! se"ect Head of organizationa" unit

'"ic# Save$ 3n the overview section ! the icon for osition changes signifying he is the chief of the org unit$

How to assign a ,ob - Cost Center to a Positon


-hi"e in SAP transaction PPO#E 3n the Overview section ! se"ect the Position you want to assign a<o% to

3n the detai"s section ! under the %asic data ta% ! se"ect <o% Search$ )nter the 7ame of the <o% and c"ic# the 'hec# Mar#

Se"ect the desired <o% from the search resu"ts$ '"ic# the Save 6utton

The <o% is assigned to the osition

To assign a cost center to a osition ! se"ect the Account Assignment ta% and enter the Master 'ost 'enter 3nformation$

Creating an Organizational Structure:SIMPLE MAINTENANCE


By Madhusudhan M Before we go ahead and create an Organizational Structure, lets have a quick look at the terminology used in the organization structure. Structures in SAP HCM 1. Organizational structure. . !nter"rise structure. #. $ersonnel structure 1. $ay scale structure %""licant structure &age ty"e structure (t contains organizational o)*ects +elements. ,hese are

Organizational structure' called )uildingelements.

Organizational objects / elements are: Organizational objects Organizational unit -o) $osition $erson Org. key O . S $

.ost center ,ask ,ask grou"

/ , ,s

(f we create any organizational o)*ect, System will assign a eight digit numeric num)er, which is called unique 0um)er. 1. Organizational Unit' 1e"resents a functional unit in your enter"rise, 2uman 1esources de"artment, for e3am"le. %ccording to how tasks are divided u" within an enter"rise, this could )e a de"artment, grou" or "ro*ect team, "lant, for e3am"le. Organizational units differ from other units in an enter"rise such as "ersonnel areas, com"any codes, )usiness areas etc. ,hese are used to de"ict structures 4administration or accounting, for e3am"le5 in the corres"onding com"onents. in!s o" organizational units A#. Main Organizational unit / $oot organizational unit ' &hatever the organization we create for the first time is called Main organizational unit. B5. Sub organizational unit' 6nder Main org. unit whatever we create is called su) org.units. %. &ob' -o)s, in contrast, are classifications of functions in an enter"rise 4administrator, for e3am"le5, which are defined )y the assignment of characteristics. -o)s serve as *o) descri"tions that a""ly to several "ositions with similar tasks or characteristics. -o)s are used as tem"lates to create $ositions that means to say without a *o) we cant create a "osition. !3am"le'

Manager
!ngineer .onsultant 7esigner %dministrator

'. Position' 1e"resents a "ost that can )e occu"ied )y a "erson 4em"loyee5 in the staffassignments of an organizational unit, "urchasing administrator, for e3am"le. $ositions differ from *o)s. % *o) is not concrete )ut rather the )asis for the creation of various "ositions with similar tasks and characteristics. . $ositions are created )ased on *o)s8 it means to say without a *o) we cant create a $osition. &ob Manager Position 21 manager Marketing manager 9inance manager $lant manager $roduction engineer Site engineer Software engineer

!ngineer

.onsultant

7esigner

S%$ 21 consultant 9(+.O consultant S7 consultant Software designer &e) designer

1.

Person' %n individual, who is listed as an em"loyee in Personnel Administration. % "osition can )e occu"ied "artially, hundred "ercentage. ,ask' (t is a collection of duties and res"onsi)ilities. ,asks are assigned to *o)s and "ositions. :%ctivity which is "erformed within an organizational unit; 1. ,ask grou"' (t is a grou" of tasks which can )e assigned either a *o) or a "osition.

( 2O& ,O .6S,OM(<! O1=%0(<%,(O0%> S,16.,61!( Organizational structure can )e created in three "rocedures. 1. Sim"le Maintenance . !3"ert Mode + 7etailed Maintenance #. Organization and Staffing .omment' (f we create organizational Structure in any "rocedure, the same structure reflects in other two "rocedures. (f we create organizational structure in Sim"le maintenance and Organization and Staffing the relationshi" )etween the o)*ects are assigned )y the system. &here as in detailed Maintenance the user has to assign the relationshi" code. ,he relationshi" )etween two o)*ects is e3"ressed in three digit numeric characters. !ach and every relation can )e e3"ressed in two ways. 1. ,o" down which is indicated with B . Bottom u" which is indicated with % 9or e3am"le' ,%,% grou" of )usiness???Bto" down. ,%,% mo)iles )usiness?? ?%)ottom u" (n the a)ove Organizational units i.e. B ,%,% grou" of )usiness shows its relationshi" towards % i.e. ,%,% mo)iles, in the same way % i.e. ,%,% mo)iles shows its relationshi" towards B i.e. ,%,% grou" of )usiness. ,hat means to say ,%,% mo)iles re"orts to ,%,% grou" of )usiness + ,%,% grou" of )usiness is the line su"ervisor of ,%,% mo)iles. So we come to know that the lower level organizational o)*ect is %

So we come to know that the higher?level organizational o)*ect is B ,he relationshi" codes can )e seen through transaction code :OO@/; ta)le name is )**+, ,he relationshi" codes' 1elationshi" code 1elationshi" )ottom u" (ndicates with % A BB1 (s a su)division of BB 1e"orts 4line5 to BB# Belongs to BBC (s su)ordinate to 4disc.5 BBD (s su)ordinate to BBE Su)stitutes for BBF 7escri)es BBG 2older BBH Successor B1B Su)stitute B11 .ost center assignment B1 Manages... B1# Staffing requirement B1C .ost distri)ution B1D (s identical to B1F (s carried out )y B1G $revious org. assignment B1H $lanned org. change B B (s a s"ecialization of B 1 (s equi""ed with B 1equires B # 1eserves B C ,akes "lace in B D (s attended )y B E (s held )y B F 2as a "re)ooking for B G (m"arts B H $resu""oses B#B (s a s"ecialization of B#1 1equires B# 9ulfils B## (s "lanned for B#C &as attended )y B#D (s "revious *o) of B#E (s organized )y B#F 7esignated as successor B#G 2as "otential for B#H Su""lies

1elationshi" to" down (ndicates with B (s su)divided into (s line su"ervisor of (ncor"orates (s disc.su"ervisor of (s su"ervisor of (s su)stituted )y (s descri)ed )y 2older Successor Su)stitute .ost center assignment (s managed )y... Staffing requirement .ost distri)ution (s identical to .arries out $revious org. assignment $lanned org. change (s a generalization of (s contained in (s required )y (s reserved )y (s location of ,akes "art in (s the instructor for (s "re)ooked for (s im"arted )y (s "resu""osed )y (s a generalization of (s required )y (s fulfilled )y .an attend %ttended events of ty"e (s su)sequent *o) of Organizes 7esignated as successor (s a "otential of (s su""lied )y

BCB BC1 BC BC# BCC BCD BCE BCF BCG BCH BDB BD1 BD BD# BDC BDD BDE BDF BDG BDH BEB BE1 BE BE# BEC BED BEE BEF BEG BEH BFB BF1 BF BFF BGB BG1 BG# BGG BGH BHB 1B1 1BG BB B1 B BC BF BG

&as cancelled )y (s an equivalent *o) (nterests and "references 7islikes .onsists Of .reated receives .ontains %""lication )y (s develo"ed )y %ssesses (s a session of %ttends session Still requires 6ses 4for attendee5 6ses 4for )us. event5 $erson has cost center 2as attendee a""rsl model 2as event a""rsl model !m"loyee "ool .a"acity assignment !quals 1equirement descri"tion 1equires 1equirements definition $lanned assignment 1eserve "ool assignment !3clusive tem".assignment 0o shift "lanning (s tem"orarily done )y 1es"onsi)le for cost "lan $arallel tem".assignment Shift "lanning )y $asses through %ssigned to e3"osure gr" 2igher duty holder (s /ey $osition of 7otted >ine 1e"orts to 7otted >ine 1e"orts to (s res"onsi)ility of .ountry reassgmt to (s assigned to 1e"laces %ssigned role 0otification agent $ossi)le roles (s identical to (s identical to

2as cancelled (s an equivalent *o) (nterests and "references (s dislike of (s "art of &as created )y &as created for (s an element of %""lication for 7evelo"s (s assessed )y (s main event of (s attended )y (s still required )y (s used )y 4attendee5 (s used )y 4)us. event5 $ersons on cost center (s atIee a""rsl model for (s event a""rsl model for !m"loyee "ool $erson assignment !quals 1equirement descri"tion 7efines demand for 1equirements definition $lanned assignment 1eserve "ool assignment !3clusive tem".assignment 0o shift "lanning &orks tem"orarily as 1es"onsi)le for cost "lan $arallel tem".assignment Shift "lanner for (s "assed through )y !3"osure grou" contains 2igher duty holder (ncor"orates /ey $osition 7otted >ine Su"ervises 7otted >ine (ncludes (s res"onsi)le for .ountry reassgmt from (s assigned to (s re"laced )y 1ole incor"orates 0otification agent $ossi)le roles (s identical to (s identical to

BH 1B B 1 # C D E F G #B #1 # CB DB E E# EC GB G1 G G# HB H1 H H# HH #BB #B1 #1B #11 #1 #1# #1C #1D CBB CB1 EB1 EBD EBE EBF E B FBB FB1 F1B F11

(s filled )y Su)stitutes with "rofile Belongs to (s o)*ect reference of Belongs organizationally (s assigned 4valid."er5 (s o)*ect ty"e of (s event of (s method of ,riggers ,erminates (s "art of %ssignment e3ists 2as element !3istence de"ends on (s res"onsi)le for 1e"orts to Belongs 4not uniquely5 to Belongs 4uniquely5 to Belongs to system Belongs to function (s an element of Sends message 2as administrator $artner agreement Maintains )rokers 2as user for commissions (s su""orted )y... (s financed )y... (ncreases (s res"onsi)le for Su)stitutes for Belongs to 4reclassif.5 1eclassified from (s to )e financed )y 1es"onsi)le for 9inancing (s child of (s assigned 1e"resents (s an !lement Of (s attri)ute ref. for (s descri)ed )y (s assigned (s res"onsi)le for (s assigned 9ulfils 1equires

2as em"loyment contract Su)stitutes with "rofile has .ontains o)*ects (ncor"orates S%$ o)*ects (ncor"orates4for valid.5 (s container instance of 2as event 2as method (s triggered )y (s terminated )y .ontains %ssignment e3ists (s an element of 7efines (s res"onsi)ility of (s su"erior of (ncor"orates 4not unique5 (ncor"orates 4uniquely5 6ses function 2as com)ination 2as o)*ect 1eceives message (s adminstrator for $artner agreement Brokers are maintained (s user for commissions Su""orted 9inances... (s increased )y (s res"onsi)ility of (s su)stituted )y (ncor"orates 4re?valuatn5 1eclassified into (s earmarked for 1es"onsi)le for 9inancing (s "arent of (s assigned (s 1e"resented By (ncludes !lement 1efers to attri)utes of 7escri"tive element of (s assigned (s res"onsi)ility of (s assigned (s fulfilled )y (s required )y

F1 FDB FD1 FD FD# FDC FDD FDE HBB HB# HE HE#

(m"arts @acant "osition in (s res"onsi)ility of 9ills $u)lishes $u)lishes in %""lication )y 2as a""licant Manager to manager Belongs to 4alternative5 1e"orts to 4alternative5 Belongs to 4"referred5

(s im"arted )y (ncor"orates vacant "os. (s res"onsi)le for &ill )e filled )y $u)lished )y $u)lishes %""lication for %""lied for "osition in Manager under manager (ncor"orates4alternative5 (s su"erior 4alternative5 (ncor"orates 4"referred5

Sim-le maintenance: 2ow to create organizational structure in Sim"le maintenanceJ $athS%$ easy accesshuman resourcesOrganizational management!3"ert modeSim"le Maintenance ,e3t .reate .hange 7is"lay ,ransaction code $$O.KO>7 $$OMKO>7 $$OSKO>7

!nter :$$O.KO>7; in the command field :Or; =o through the "ath

$ress enter you will get a screen :.reate Organizational 6nit;

2ere in the a)ove screen enter Organizational unit a))r. 0ame of the root organizational unit and its validity "eriod.

%fter entering a))reviation and name of the unit, enter foundation day of the unit. $ress enter or $ress 9G or clicks on create. ,hen you will get a screen, which contains unique num)er organizational key

(n the a)ove screen we can see the organizational unit, which we have created. Lou can see :o; which s"ecifies org. key 4org. unit5 and 6nique 0o i.e. DBB1F#1E ,hrough this num)er we can identify this org. unit. ,his organizational unit is known as Main + 1oot organizational unit. HO. )O C$/A)/ SU0 O$1A234A)3O2A5 U23): &e can create su) organizational units. Select :SSS1; and $ress 9F Lou will get the following screen in which enter a))reviation and name of org. units.

2ere too, enter a))reviation of the su) organizational units and name. $ress enter

>ike the a)ove "rocedure we can create many organizational 6nits. Ho6 can 6e see t7is organizational structure in a structural -roce!ure8 Select the root organizational unit i.e. SSS1

.lick on ?

or

%gain click on

to get only a))reviation codes

2O& ,O .1!%,! -OBS' 0ow we are at a screen known as :organizational structure+ change .hange the screen, so click on :Staff %ssignments; or 9G 0ow we are into a screen know as :Staff %ssignments+ change;

0ow you can see a screen, known as :Staff %ssignments + .hange, where we can create *o)s. So $ress 9H

(n the a)ove screen we have defined *o)s a))reviations and te3t, ,hen "ress enter. 2ere we cant see these *o)s in organizational structure, )ut we can get a message on status )arlike

: >ike this we can create many *o)s as "er our client requirement HO. )O C$/A)/ POS3)3O2S Be sure that you should )e at screen :Staff assignments + change' Select the Organizational unit in which you want to create "osition .lick on ; ; or 9G

0ow ( have selected cor"orate office

2ere, enter *o) i.e. mgr1.

$ress enter so that this *o) will transfer under "osition field.

2ere you can create a "osition

2ere we can create HHH "ositions at a time, )ut here ( have created only one "osition.

Save. .lick on "lus mark so that you can see the "osition

>ike this we can create many "ositions as "er our client requirement 9or more information you can see the "ositions list

HO. )O C$/A)/ A CH3/9 Be on the same screen :Staff %ssignments+ .hange Select the "osition to whom you are making as a chief i.e. ( am selecting .!O DBB1F##D .lick on !dit chief "osition.reate.

$ress enter 0ow you can see the chief "osition .hief "osition icon is

$/PO$)321 S)$UC)U$/ (t shows who is )oss and who is su)ordinate and who re"orts to whom. Select the organizational units in which you are creating the re"orting structure. 9or e3am"le ( am selecting cor"orate officeclick on :=o to :and click on re"orting structure.

2ere we will get screen in which we are going to create a re"orting structure.

0ow select any "osition to whom you are making )oss. ( am selecting $osition 0o DBB1F# F click on elevate

Select the "osition who is immediate su)ordinate to him. i.e. ( am selecting "osition no DBB1F# G $ress enter.

>ike this you can create re"orting structure. 9or more information you can see the total structure

HO. )O C$/A)/ A )AS .lick on =o to click on ,ask Maintenance

Select customer task under task ty"e and click on create or 9D

2ere write a))reviation and name of the task and "ress enter and save so that system will assign a unique num)er

>ike this we can create many tasks as "er our requirement HO. )O ASS312 A )AS )O A POS3)3O2

Select the "osition to which we are assigning a task 9or e3am"le select "osition no DBB1F# F and click on :task "rofile; or 9E

2ere you can see "osition, *o) and Organizational 6nit. Select the "osition and click on %ssign task or 9Genter the a))reviation of task which we have created

$ress enter %gain $ress enter

0ow here we can see the task, which we assigned to a "osition.

ACCOU2) ASS312M/2) 3n account %ssignment we have to assign com"any code, controlling area, "ersonnel area, "ersonnel su) area and )usiness area to a "osition. Select the "osition to which we are maintaining the account assignment feature, click on =o to click on %ccount %ssignmentselect the "osition click on :account assignment feature or Shift 9F

Ho6 to assign a cost center to a -osition Select the "osition and $ress 9F

0ow we can see cost center how it is assigned to a "osition &hich will reflect in Organizational %ssignment 4BBB15 infoty"e

Ho6 to maintain in"oty-es Organizational infoty"es are' 0ote' Business area, cost centre and controlling area will )e created )y the 9i+co consultants. 1. &here do we create these Organizational o)*ectsJ ,ransaction code :OOO,;

1. &here do we maintain num)er ranges to o)*ectsJ


,ransaction code :OO01; ,a)le :tFF(v &here do we see info ty"es in (M=J ,ransaction code :OO(,; ta)le name tFFGt (, (nfo ty"e 0ame

1::: object 1::1 $elations7i-s 1::% ;escri-tion

1BB# 1BBC 1BBD 1BBE 1BBF 1BBG 1BBH 1B1B 1B11 1B1 1B1# 1B1C 1B1D 1B1E 1B1F 1B1G 1B1H 1B 1 1B # 1B C 1B D 1B E 1B F 1B G 1B H 1B#B 1B#1 1B# 1B## 1B#C 1B#D 1B#E 1B#F 1B#G 1B#H 1BCB 1BC1 1BC 1BC# 1BCC 1BCD 1BCE 1BCF 1BCG 1BCH 1BDB 1BD1 1BEB 1BE1

7e"artment+Staff .haracter $lanned .om"ensation 1estrictions @acancy %cct. %ssignment 9eatures 2ealth !3aminations %uthorities+1esources &ork Schedule work area !m"loyee =rou"+Su)grou" O)solete .ost $lanning Standard $rofiles $7 $rofiles .ost 7istri)ution Muota "lanning $rices %vaila)ility (ndicators .a"acity 7e"rec. Meter+@alidity Business !vent (nfo Site?7e"endent (nfo %ddress Business !vent ,y"e (nfo $rocedure 1oom 1eservations (nfo Mail %ddress Scale 0ame 9ormat Schedule .osts Billing+%llocation (nfo !3ternal /ey Shift =rou" 0(.2, M!21 @!1&!07!0 Business !vent Blocks Schedule Model %""raisal Model (nfo 1esults S"ecification @aluation 1equirements %ttri)utes $rocessing Modules $roficiency 7escri"tion 1equirements %ttri)utes -o) !valuation 1esults Survey 1esults Business !vent 7emand &e) >ink

1BE 1BE# 1BFB 1 B1 1 BD 1 BE 1 BF 1 BG 1 BH 1 1B 1 11 1 1 1 1# 1 1C 1 1E 1 1F 1 1G 1 B 1 1 1 1 CB 1 DB 1 D1 1 D 1 D# 1 DC 1 EB 1 FB 1CB# 1CBC 1DBB 1DB1 1DB 1DB# 1DBC 1DBD 1DBE 1DBF 1D1E 1D1F 1D1G 1D1H 1D B 1EBB 1EB1 1E1B 1E1 1E1# 1E B 1E#B

/nowledge >ink (nfo )usiness event gr" %""lication area &9 O)*ect Method &9 &orkflow 7efinition &9 &ork (tem ,e3t .ustomer ,ask,re"laces ,S S%$ Organizational O)*ect .ost 7ata &9 .ontainer 7efinition &9 .ontainer ,e3ts &9 !vent Binding &9 1ole Binding &9 Other Binding 9unction %rea %ssigned .lassification+>ock (nd. &9 7ef. 1es"onsi)ility %ctivity $rofiles !3cluded %ctivities =eneral %ttri)ute Maint. !3istence 7e"endency $rof.=en.' %uthorizations $rof.=en.' S"ecifications $rofile =en.' Org. >evels $rofile =en.' @ariants 6ser @aria)les+%ctiv.=r"s .(. $rofile .O =rou" assignment !3"osure' >,% !3"osure' ,ask BS element management $ay scale valuation %llowance valuation Service ty"e+category Budget 6"dates Budgeting 1ule 1eclassification rule ,eaching hours 9unding Status !3cel .ommunication %ssignment 9M designation (ntegration 9M Original )udget Organizer (7 495 Statutory S"ecifications 6S -o) %ttri)utes &. State and .ode &. State, .ode, %ttri)ute -o) %ttri)utes 475 0M9 6nit standard

1E#1 1E# 1E## 1EDB 1ED1 1ED

0M9 Mualifications 0M9 Outcomes !quity %ttri)utes 4<%5 =rade 4915 =rades 4B!5 Occu"ational .ategories

2ow to write a descri"tion to an o)*ect i.e. we have to maintain the infoty"es' 1. Select the o)*ect to which you are going to write the descri"tion, Shift N9C 2ere ( am selecting

Shift N9C

Select descri"tion o"tion.

%nd click on &rite the descri"tion like

1. Set up number assignment for all plan versions SAP R/3 IMG Path: - IMG > Personnel Management > Organizational Management > Basi Settings > Maintain !"m#er Ranges > Set $% !"m#er Assignment &or All Plan 'ersions (ransa tion )o*e: OO!)

In ne+t s reen enter ,al"e in the 'al"e a##r. i& -o" .ant a ti,ate n"m#er assignment &or all %lan ,ersions or lea,e this &iel* #lan/ to *ea ti,ate .

)li / on sa,e i on to sa,e -o"r entries. 0. (he &ollo.ing t"torial g"i*es -o" ho. to Maintain !"m#erRanges in Organizational Management SAP R/3 IMG Path:- IMG > Personnel Management > Organizational Management > Basi Settings > Maintain !"m#er Ranges > Maintain !"m#er Ranges

(ransa tion )o*e: OO!R

In ne+t s reen1 )li / on 2!e. 3ntries4 to maintain n"m#er ranges

In ne+t s reen enter the /e- in the &iel* s"#gro"% an* %ress enter an* li / on sa,e i on.

In ne+t s reen li / on 2)hange Inter,al4

)li / on 2Insert Inter,al4 an* "%*ate the &ollo.ing *ata.

35 Maintain 3+ternal n"m#er range inter,al 6rom !"m#er (o !"m#er1 an* ti / the e+t he / #o+. I! - Maintain Internal n"m#er range inter,al 6rom !"m#er (o !"m#er

)li / on sa,e i on to sa,e entries1 ignore .arning message an* %ress enter to ontin"e.

3. Maintain O#7e t t-%es SAP R/3 IMG Path :- Personnel Management -> Organizational Management -> Basi Settings -> 8ata Mo*el 3nhan ements -> Maintain O#7e t t-%es

Object Type A ) ; O P < S

Object Type Text 9or/ )enter :o# )ost )enter Organizational "nit Person <"ali&i ation Position

=Set "% %* trans%ort onne tion SAP R/3 IMG Path: SPRO > IMG > Personnel Management > Organizational Management > (rans%ort > Set $% (rans%ort )onne tion (ransa tion )o*e:- OO)R

On the )hange 'ie. Set Up PD Transport Connection: Overview s reen1 enter the &ollo.ing entries. Group (RSP (RSP (RSP Sem.Abbr. )ORR S(OB: 96OB: Value 5 Description (rans%ort S.it h >5 ? !o (rans%ort@ Re*e&inition: Stan*ar* (rans%ort O#7e t Re*e&inition: 9or/&lo. (rans%ort O#7e t

)li / on Sa,e #"tton to sa,e the entries.

A.Integration .ith )ost 8istri#"tion (he &ollo.ing t"torial g"i*es -o" ho. to Integration .ith)ost 8istri#"tion in SAP ste% #- ste%. SAP R/3 IMG Path :- SPRO > IMG > Personnel Management > Organizational Management > Integration > Set up Integration for Cost Distribution (ransa tion )o*e :- OO)8IS(

In the ne+t s reen 2)hange 'ie. 2Integration .ith )ost 8istri#"tion4: O,er,ie.4 "%*ate the &ollo.ing in&ormation

)li / on Sa,e i on to sa,e the entries.

A ti,ate Inheritan e o& A o"nt Assignment 6eat"res SAP R/3 IMG Path:- SPRO > IMG > Personnel Management > Organizational Management > Basi Settings > Activate Inheritance of Account Assignment eatures Transaction Code:- OO)I!B

In ne+t s reen C ange vie! "#n eritance of contr. Area in pos.$% Overvie!& enter the &ollo.ing in&ormation

)li / on Sa,e i on to sa,e the entries. 'aintain #nfotypes IMG Path :- SPRO >> IMG >> Personnel Management >> Organizational Management >> Basi Settings >> 8ata Mo*el 3nhan ements >> In&ot-%e Maintenan e >> Maintain In&ot-%e 'aintain Subtypes SAP R/3 IMG Path: Personnel Management>>> Organizational Management >> Basi Settings >> 8ata Mo*el 3nhan ements >> In&ot-%e Maintenan e >> Maintain S"#t-%es 'aintain Country(specific #nfotypes SAP R/3 IMG Path: Personnel Management>>> Organizational Management >> Basi Settings >> 8ata Mo*el 3nhan ements >> In&ot-%e Maintenan e >> Maintain )o"ntr--s%e i&i In&ot-%es #nfotype Settings SAP R/3 IMG Path: Personnel Management >> Organizational Management >> In&ot-%e Settings >> A ti,ate/8ea ti,ate 2'a an -4 In&ot-%e Transaction Co)e%- OO'B Organi*ational 'anagement Configuration )ocument

#'G ST+,S O- O.GA/#0AT#O/A1 'A/AG+'+/T 2O'3( Configuration of SA, 4C'Organi*ational 'anagement

Organizational Management is one o& the #asi mo*"le o& SAP BR. Organizational Management is #ase* on se,en stan* alone organizational o#7e ts or organizational elements .ith in*i,i*"al hara teristi s. (hese o#7e ts are lin/e* together thro"gh relationshi%s to str" t"re a net.or/ &or re%orting C BR &ore asting. (he Personnel A*ministration >PA@ mo*"le hol*s the em%lo-ee relate* *ata in in&ot-%es .hereas Organization Management >OM@ mo*"le hol*s the *ata in o#7e t t-%es or o#7e t elements.

Organizational o#7e ts or elements are:

(he &i,e #asi #"il*ing #lo /s in OM are O1)1S1P C ;. Organizational O#7e ts Organizational "nit :o# Position Person )ost enter (as/ (as/ gro"% Org O#7e t ;eO ) S P ; ( (s

O'(CO/-#G5.AT#O/ ST+,S A. 6AS#C S+TT#/G

7.Set up number assignment for all plan versions IMG-> Personnel management -> Organizational management -> Basi settings -> Maintain n"m#er ranges -> Set "% n"m#er assignment &or all %lan ,ersions ( o*e:OO!) 8.'aintain object type IMG-> Personnel management -> Organizational management -> Basi settings -> 8ata mo*el enhan ement -> Maintain o#7e t t-%es 3.'aintain infotypes IMG-> Personnel management -> Organizational management -> Basi settings -> 8ata mo*el enhan ement-> in&ot-%e maintenan e -> Maintain in&ot-%es 9..elationas ip maintenance IMG-> Personnel management -> Organizational management -> Basi settings -> 8ata mo*el enhan ement ->Relationshi% maintenan e -> Maintain relationshi%s :.'aintain evaluation pat s IMG-> Personnel management -> Organizational management -> Basi settings > Maintain e,al"ation %aths ;.'aintain personnel actions IMG-> Personnel management -> Organizational management -> Basi settings -> Maintain %ersonnel a tions <.Activate in eritance of account assignment features IMG-> Personnel management -> Organizational management -> Basi settings > A ti,ate inheritan e o& a o"nt assignment &eat"res =.Set up transportation connections

IMG-> Personnel management -> Organizational management -> (rans%ort -> Set "% trans%ort onne tion. 6. #/T+G.AT#O/ S+TT#/G >.Setup integration !it ,ersonnel A)ministration IMG-> Personnel management -> Organizational management -> Basi settings > Integration -> Set"% integration .ith PA 7?.Transfer )ata from ,A IMG-> Personnel management -> Organizational management -> Basi settings > integration -> (rans&er *ata &rom PA 77.,repare integration !it ,A IMG-> Personnel management -> Organizational management -> Basi settings > integration-> Pre%are integration .ith PA 78.Transfer )ata to ,A IMG-> Personnel management -> Organizational management -> Basi settings > integration -> (rans&er *ata to PA 73.C ec@ integration consistency IMG-> Personnel management -> Organizational management -> Basi settings > integration-> )he / integration onsisten 79.Setup integration !it Cost Accounting IMG-> Personnel management -> Organizational management -> Basi settings > integration-> Set"% integration &or )ost A o"nting 7:.Setup integration !it Cost )istribution

IMG-> Personnel management -> Organizational management -> Basi settings > integration-> Set"% integration &or )ost*istri#"tion C.#/-OTA,+ S+TT#/GS 7;.Vacancy #nfotype IMG-> Personnel management -> Organizational management -> In&ot-%e Settings ->A ti,ate/*e a ti,e 2'a an -4 in&ot-%e.

SAP 3as- A ess > SAP Men" > Organizational Management> Organizational Plan > Organization an* sta&&ing > PPO)3 SAP 3as- A ess > SAP Men" > Organizational Management> Organizational Plan > Organization an* sta&&ing > PPOM3 SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 )hange SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 )hange > Go to > Re%orting str" t"re SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 > Go (o > A o"nt Assignment > maintain ost enter SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Position SAP 3as- A ess > SAP Men" > Organizational Management> Organizational Plan > Organization an* sta&&ing > PPO)3 SAP 3as- A ess > SAP Men" > Organizational Management> Organizational Plan > Organization an* sta&&ing > PPOM3 SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 )hange SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 )hange > Go to > Re%orting str" t"re SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 > Go (o > A o"nt Assignment > maintain ost enter SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Position SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 > Go (o > A o"nt Assignment SAP 3as- A ess > SAP Men" > Organizational Management> 3+%ert Mo*e > Sim%le Maintenan e > PPOMDOE8 > Go (o > )ost 8istri#"tion IMGFPersonnel managementF Organizational management F Basi settings F Maintain n"m#er ranges F set "% n"m#er assignment &or all %lan ,ersions - $nless a#sol"tel- nee*e* an* s%e i&ie* #- lient1 -o" nee* not maintain n"m#er assignments &or %lan ,ersions.. Maintain o#7e t t-%e: IMGFPersonnel management F Organizational management F Basi settings F 8ata mo*el enhan ement F maintain o#7e t t-%e - GO" nee* not ma/e an- settings here. Maintain in&ot-%es IMGFPersonnel management FOrganizational management F Basi settings F 8ata mo*el enhan ement"0H1=in&ot-%e maintenan e F maintain in&ot-%es. All in&ot-%es gi,en #- SAP is more than eno"gh. Go" nee* not *o an- settings here. Relationashi% maintenan e: IMGFPersonnel management FOrganisational management F Basi settings F 8ata mo*el enhan ement F Relationshi% maintenan e F maintain relationshi%s- All relationshi%s gi,en #SAP is more than eno"gh. Go" nee* to reate relationshi%s onl- i& the stan*ar* *oes not s"&&i e. Go" nee* not *o an- settings here.

Maintain e,al"ation %aths: IMGFPersonnel management FOrganisational management F Basi settingsF Maintain e,al"ation %aths - All e,al"ation %aths gi,en #- SAP is more than eno"gh. Go" nee* to reate relationshi%s onl- i& the stan*ar* *oes not s"&&i e. Go" nee* not *o an- settings here. Maintain %ersonnel a tions: IMGFPersonnel management FOrganisational management F Basi settingsF Maintain %ersonnel a tions. - !ot reI"ire* "nless lient reI"ests A ti,ate inheritan e o& a o"nt assignment &eat"res IMGFPersonnel management FOrganisational management F Basi settingsF A ti,ate inheritan e o& a o"nt assignment &eat"res - !o nee* &or an- settings here. Set"% integration .ith Personnel A*ministration IMGFPersonnel management FOrganisational management F Basi settingsF Integration F Set"% integration .ith PA. )h/ PEOGI ORGA1 PEOGI PEOGI et ..i& its a ti,ate* (rans&er *ata &rom Pa IMGFPersonnel management FOrganisational management F Basi settingsF integration F trans&er *ata &rom PA Pere%are integration .ith Pa MGFPersonnel management FOrganisational management F Basi settingsF integrationF Pre%are integration .ith PA (rans&er *ata to PA IMGFPersonnel management FOrganisational management F Basi settingsF integrationF (rans&er *ata to PA )he / integration onsisten IMGFPersonnel management FOrganisational management F Basi settingsF integrationF )he / integration onsisten As &or the a#o,e = %oints -o" ha,e to r"n RBI!(3HH11H10H an* 3H. (hat .ill s"&&i e. Go" nee* not to *o an- settings &or the trans&er an* integration o& PA .ith OM an* P8 an* also &or onsisten - he /.

/<aluation -at7 in SAP H$ organizational management


7ecem)er B, B11

!valuation "ath is a chain of relations defined for a set of o)*ects. ,his is defined in ta)le ,FFG%. ,he relation )etween the o)*ects is defined in @K,FF%&. one of the standard evaluation "aths is O O O O S O $. ,his gives all the "ersons assigned to an org unit and the child org units with the "ositions.

,he evaluation "ath O O O O S O $ is given )elow.

OOSP

How to Define Employee Attributes SAP


Define Employee Attributes in SAP HR

SAP IMG Path: - SPRO >> SAP Reference IMG ( !" >>Personnel M#n#$ement > Personnel A%ministr#tion >> Or$#nis#tion D#t# >> Or$#nis#tion Assi$nment >> Define Employee Attributes

select &Define employee #ttributes' in ne(t screen rele)#nt country $roupin$ co%e #n% press enter

In ne(t screen m#int#in t*e entries un%er Acti)ity st#tus+ Employment st#tus+ ,r#inin$ st#tus Possible entries under activity status field are

-. Acti)e Employees /. Retiree 0. E#rly retiree 1. P#rt time wor2 for retirees

Possible entries for employment status are


-. In%ustri#l wor2er3*ourly p#i% wor2er /. S#l#rie% employee 0. 4i)il ser)#nt 5. Ot*er

Possible entries under tr#inin$ status are


-. ,r#inee3#pprentice /. ,r#ine%

5. Ot*er

4*oose S#)e icon to s#)e t*e entries6

CO/-#G5.AT#O/ O- ,A3? T.A/SACT#O/ OR CO/-#G5.AT#O/ ST+,S O- 4. 'AST+. DATA


Img Steps:
I!" #$$Personne% !anagement #$ Personne% A&ministration #$ Customi'ing Proce&ures #$ Infot(pe !enus #$ Infot(pe !enu I!" #$$ Personne% !anagement #$ Personne% A&ministration #$ Customi'ing Proce&ures #$ Infot(pe !enus #$ Infot(pe !enu#$User group &epen&enc( on infot(pe menus

8o"#le li / on 2$ser gro"% *e%en*en - on men"s an* in&o gro"%s4. Go" an see the list o& in&ot-%e men"s

)li / on !e. entries

I!" #$$Personne% !anagement #$ Personne% A&ministration #$ Customi'ing Proce&ures #$ Infot(pe !enus #$ Infot(pe !enu#$ Infot(pe !enu

I!" #$$ Personne% !anagement #$ Personne% A&ministration #$ Customi'ing Proce&ures #$ Infot(pe !enus #$ Determine choice of infot(pe menus In this ste% .e set "% men" ta# a%%ear in PA3H

Note : Always select menu No : 01 for HR MASTER DATA

Infotype Menus

Note : Delete all unwanted IT menus wit user !roup "" #in our case$

,A3? 4. 'aster Data

Infotype Menus are SV-Basic Personal Data, SV-Contract Data, SV-Gross/Net payroll, SV-Time Management .