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Management
I N T R O D U C T I O N , C O N F I G U RAT I O N A N D
R E P O RT S
What is Organizational
Management?
Organizational Management is a sub
Module of SAP HCM which enables the
organization to
Depict the organizational and
reporting Structure and the current
Organizational plan
Analyze the current Organizational
plan
Create additional organizational plan
Create effective workflow
management
Organizational Plan
Structure
An organizational plan is made up of several separate
hierarchies and catalogs that are related to one
another.
The following are the hierarchies and catalogs (elements)
An Organizational Structure
Staff Assignments
Reporting Structure
A job Index
A work center plan
A task catalog
An overview of an organizational plan in
an enterprise
Organizational Objects
O B J E C T S A R E U S E D T O C R E AT E A N O R G A N I Z AT I O N A L P L A N . T HE FOL LOWING ARE THE
O B J E C T S U S E D I N A N O R G A N I Z AT I O N A L P L A N .
O R G A N I Z AT I O N A L U N I T ( O )
POSITION (S)
JOB(C)
PERSON (P)
COST CENTER (K)
TA S K ( T )
WORK CENTER(A)
Characteristics of an Object
An Object comprises of
R E L AT I O N S H I P B E T W E E N T W O O B J E C T S C R E AT E S A H I E R A R C H Y A N D T H AT
D E P I C T S T H E E N T E R P R I S E S O R G A N I Z AT I O N A L S T R U C T U R E .
A R E L AT I O N S H I P B E T W E E N T W O O B J E C T S C A N B E
H I E R A R C H I C A L
L AT E R A L
U N I L AT E R A L
Relationships of Objects
Infotypes Used in Organizational Management
1.Object (1000)
2.Relationship (1001)
3.Description (1002)
4.Account Assignment (1008) and Various
Other Infotypes
The following Table has the list of Info
types that maintained for each object.
INFOTYPES ORG. UNIT POSITION JOB TASK
Object (1000)
Relationship(1001)
Description (1002)
Department/Staff (1003) X
Character(1004) X X X
Planned Compensation X
(1005)
Vacancy (1007) X X X
Account Assignment (1008) X X
Work Schedule (1011) X X
Emp Group/Emp SubGroup X X
(1013)
Obsolete (1014) X X X
Cost Planning (1015) X X
Standard Profiles (1016)
PD Profiles (1017) X
Cost Distribution (1018)
Addresses (1028) X X
Planning Tools
In order to have an effective Organizational Management
Component in the enterprise, we use the following Planning
tools.
Status attributes:
Active: Indicates that an object is currently operable. We have
unrestricted activities i.e. we can create, change, display, delimit,
delete and list when using active objects.
Planned: Indicates that an object is proposed or anticipated, but
not currently operable. We can create, change, display, delimit,
delete and list when using planned objects.
Submitted: Indicates that an object has been submitted for review
and subsequent approval/rejection. We cannot create objects with
submitted status. Nor can we make changes.
Approved: Indicates that an object, previously submitted for
review, is accepted or authorized. By changing the status to active,
we can edit the object (create, change, display, delimit, delete and
list).
Rejected: Indicates that an object is rejected or turned down. We
can only display objects with rejected status. However, We can
change the status to planned so that you can work with the object
again.
Plan Versions
Path Description
Easy IMG Personnel Management Global Settings in
Access Personnel Management Plan Version Maintenance
Menu Maintain Plan Versions
Transactio SM30 T778P
n Code
Path Description
Easy IMG Personnel Management Global Settings in
Access Personnel Management Plan Version Maintenance
Menu Set Active Plan Version
Transactio SM30 T77S0SC
n Code
Maintaining Number
Ranges
Path Description
Easy IMG Personnel Management Global Settings in
Access Personnel Management Plan Version Maintenance
Menu Maintain Plan Versions
Transactio SM30 T778P
n Code
Structures In OM
An organization consists of
Organizational units, Positions, Persons,
Etc. Creation Of these structures are not
restricted to only certain requirements.
The objects and the relationships are
used by the Structure in a certain way
defined by Evaluation Path.
T H E R E A R E T H R E E M E T H O D S W H I C H C O U L D B E U S E D C R E AT I N G T H E O R G A N I Z AT I O N A L
STRUCTURE.
THEY ARE
O R G A N I Z A T I O N A N D S T A F F I N G M O D E
E X P E R T M O D E
S I M P L E M A I N T E N A N C E
Organizational and Staffing Mode
The Organizational and staffing mode presents you with a
compact view of the organizational plan . Through this
interface we can
1. Search
2. Select
3. Display/Modify Structures
4. Display/Modify Objects
Area Quadrant Purpose
Search Area Left-top We can search for individual
organizational objects according
to search functions. The results
of these search functions are
displayed in the selection area
Selection Left-Bottom We can expand or contract
Area structures and select an object in
the selection area by double-
clicking it.
Overview Right-Top We can see different structures
Area of the selected object in the
overview area and select any
displayed object to see its
details in Detail Area
Detail Area Right- This area displays information on
Bottom the object selected in the
Overview area. This information
can be edited and saved.
SEARCH OVERVIEW
SELECTIO
N DESCRIPTION
Structure Creation under Organizational and
Staffing Mode
Path Description
Easy User menu Human Resources Organizational
Access Management Organizational Plan Organization
Menu and Staffing Create
Transactio PPOCE
n Code
Once all the details are given, we save the entries. Once
saved the System would automatically take us to the Essential
Relationships Screen.
For this Example, the root Org. Unit is DS Ent. We do not make
any entries and exit. Here we do not assign any entries as the
subordinate organizational unit are yet to be created and the
subsequent positions if any.
In the previous slide, we did not create any relationship. However,
when we create Sub Unit for the root org. unit DS Ent, in the
relationship tab, the system asks us which relationship do we
choose for the Org. Unit Visakhapatnam in order to be assigned to
the DS Ent. Here we select the appropriate Relationship
applicable.
For the Root Org. Unit DS Ent , We create the following Sub Units
Visakhapatnam, Hyderabad and the departments Production,
Operations and HR for each Sub Unit. Shown in the following slides
are the relationships created between the Root Org. Unit DS Ent and
the various Sub Org. Units,
Org. Unit
(Location)
Visakhapatnam
created as a sub
unit for the Root
Org. Unit
For the Root Org. Unit we
have created a position MD
using the Transaction
PO13 (create/maintain
Position)
Once all the details are given, we save the entries. Once
saved the System would automatically take us to the Essential
Relationships Screen. We create the subsequent relationships
for this position Based on the requirement and the Job of the
position.
Here we are assigning
this position to the Org
Unit DS Ent
P.S. Apart from the above relationships, We have also created other relationships wherein
MD is the line supervisor of all the Heads of Departments
For each Location i.e. Visakhapatnam and Hyderabad we have
created the following Positions.
Once all the details are given, we save the entries. Once
saved the System would automatically take us to the Essential
Relationships Screen. We create the subsequent relationships
for this Job.
The Job Manager Has been assigned the following
positions. The Job defines the type of work these Positions
are assigned. Here the Relationship used is 007 (Described
by).
The Next Slide gives us the Jobs created and the positions
assigned to them.
The Job Head Of Department has all the Chief positions
assigned to it.
Path Description
Easy User menu Human Resources Organizational
Access Management Expert Mode Simple
Menu Maintenance Create
Transactio PPOC_OLD- Create
n Code
Select the
Org. Unit and
select create
Here we give in
the Emp
Personnel
Number
Here We are assigning the Person 265012 to the
Position Production Manager for the Location
Visakhapatnam.
Once we assign the Person, we would be able to see
the assignment in the organization Structure as below
The following is the structure of HR department with all the
Positions Assigned to Persons.
Assigning Tasks to The Position
For the Position MD, The following are the tasks assigned. The
task AF_approve is SAP Standard Task assigned to the MD.
The Structure according to the tasks Assigned to the Person for
the Position MD.
Standard Structure Reports with Evaluation Path
1. Organizational Structure with Evaluation Path
ORGEH (Org. Structure)
TCODE S_AHR_61016493
Structure
Display
Structural Graphics
2. Organizational Structure with Evaluation Path PLSTE
(Org. Structure with Positions)
TCODE-
S_AHR_61016494
Structure Display
Structural Graphic
3. Organizational Structure with Evaluation Path O-O-S-P
(Org. Structure with Staff Assignments)
TCODE-
S_AHR_61016528
Structure Display
Structural Graphics
3. Organizational Structure with Evaluation Path PERS-
O(Org. Structure with Persons)
TCODE-
S_AHR_61016495
Structure Display
Structural Graphics
4. Reporting Structure with Evaluation Path ORGA
(Reporting Structure without Persons)
TCODE-
S_AHR_61016512
Structure Display
Structural Graphics
5. Reporting Structure with Evaluation Path ORGA-P
(Reporting Structure without Persons)
TCODE-
S_AHR_61016513
Structure Display
Structural Graphics
Structure Display
Structural Graphics
Authorizations
TCODE-PFCG
Here We have created a Test Role TEST_ROLE.
Select
this
option
Click on generate for
generating the derived role
When we click on generate the system responds as follows.
Once the rule is generated, it would display the status as
generated.
When we select TEST_ROLE , we see that the Menu, Authorizations
Tab have turned green, i.e. it has inherited the attributes of the
Original role CH_ADMI
The Menu tab has the Role menu inherited from CH_ADMI.
The Authorizations Tab has the following status. Here the Profile
name is given by the system, which can be changed
When we select the change Authorization Data, We come on to
this screen, which gives us the authorizations that exist for this
role. Here we can make any changes or control the user access
.
When we expand the Personnel Planning tab under Human
Resources, we have the following screen.
Selecting the organizational level in the previous screens gives
the following table. Here we define the organizational levels and
objects for the authorization check in Customizing. We can use
them to control the authorization check for individual
organizational units.
Under the User Tab, we give in the users, User Id to whom we are
assigning the role and to what date are we assigning he role or
giving him access.
Authorization Main Switches
Table- V_T77S0
Group - AUTSW
INTEGRATION
Integration With Personnel Administration
OO
E
H INT
R
IT0001 RHINTE00
(ORGANIZATIONAL RHINTE3 RELATIONSHIPS
ASSIGNMENT) 0
OM PA Integration Switches