Introduction to HCM V2

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    All Materials in this Presentation are Fulton County Schools Confidential

    HR Applications

    Organizational

    Management

    Personnel

    Planning &

    Development

    Payroll

    Accounting

    Personnel

    Management

    Time

    Management

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    All Materials in this Presentation are Fulton County Schools Confidential

    Organizational Management

    Organizational Management:

    Object types

    Reports

    Personnel

    Planning &

    Development

    PayrollAccounting

    Personnel

    ManagementTime

    Management

    Organizational

    Management

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    All Materials in this Presentation are Fulton County Schools Confidential

    Organizational Management

    Organizational Management provides a comprehensive and

    dynamic model of the organizations structure

    The organizational plan consists of the following object

    types:

    Organizational units

    Positions

    Jobs

    By establishing relationships amongst these object types, a

    hierarchy that matches the organizational structure can be

    created

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    All Materials in this Presentation are Fulton County Schools Confidential

    Object Type Terminology

    Organizational unit:

    The principal object in an organizational plan

    Represents an organizational entity (such as department, division, or

    group) which performs specific functions within a company

    Job:

    It is a general classification of duties versus a specific set of duties that

    must be performed

    Many employees can hold the same type of job, such as manager,

    professional assistant, or teacher

    Jobs are used as the basis for creating positions, i.e., employees are not

    assigned tojobs, they are assigned to positions

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    All Materials in this Presentation are Fulton County Schools Confidential

    Object Type Terminology (continued)

    Position:

    Individual, employee assignments within the company

    Linked together by creating relationships, which allows for the chain

    of command to be identified within the organizational structure

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    OM Master Data Elements

    Organizational

    Unit(s)Assigned

    Cost Center

    Assigned

    Qualification(s)

    Assigned

    Job

    Assigned

    Person(s)

    Assigned

    Position

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    All Materials in this Presentation are Fulton County Schools Confidential

    Organizational Management: Reports

    The following are examples of Organizational Management

    reports:

    Organizational plan

    Job index

    Open Positions

    Position Descriptions

    Qualifications

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    Personnel Planning & Development

    Personnel Development:

    Qualifications and requirements

    Career and succession plans

    Reports

    Organizational

    Management

    PayrollAccounting

    Personnel

    ManagementTime

    Management

    Personnel

    Planning &

    Development

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    Personnel Planning & Development:

    Personnel Development

    Personnel Development enables a business to link current and

    future work requirements with employees skills, qualifications,

    and preferences

    2007

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    Personnel Planning & Development: Reports

    Personnel Development Reports

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    Personnel Management

    Personnel Management:

    Employee Master Data

    Employee benefits

    Employee separations

    Information systems

    Employee benefits

    Reports

    OrganizationalManagement

    PersonnelPlanning &

    Development

    Payroll

    Accounting

    TimeManagement

    Personnel

    Management

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    Personnel Management:

    Employee Master Data SAP contains information types for storing employee master

    data

    123-45-6789

    Address

    Bank

    Connection

    Family

    Taxes

    Social SecurityNumber

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    Personnel Management:

    Employee Master Data (continued) The personnel action function sequentially groups

    infotypes together to create a personnel procedure for

    each action

    Examples of personnel actions are: Hiring

    Benefits

    Transfer

    Separation

    Events (0000))

    Personal Data (0002)

    Organizational Assig. (0001)

    Corporate Structure

    Personnel Structure

    Organizational Structure

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    Personnel Management:

    Employee Separations Leave of Absence (LOA)

    Disability

    Retirement

    Termination

    Death

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    Personnel Management: Employee Benefits

    Employee benefits are processed/maintained/ handledthrough the Benefits Administration application

    The Benefits Administration application provides all

    functionality required to offer and enroll an employee into

    a benefit plan

    The functionality of the Benefits Administration

    application includes benefits enrollment,

    plan management, information

    access, and salary administration

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    Personnel Management: HR Information

    System

    The HR Information System (HRIS) application offers a

    broad range of reporting functions for all areas of

    Personnel Management

    HRIS

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    Personnel Management: Reports

    The following are examples of Personnel Management reports:

    Master Data List report

    Master Data Statistics report

    Infotype log

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    Time Management

    Time Management:

    Work schedules

    Time records

    Attendance and absence records

    Attendance and absence quotas

    Error corrections

    Reports

    Organizational

    Management

    Personnel

    Planning &

    Development

    Payroll

    Accounting

    Personnel

    Management

    Time

    Management

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    Time Management:

    Time Management Application The Time Management application processes employee data

    pertaining to time:

    Establishes and maintains work schedules

    Timesheet data entry using CATS

    Records and processes personnel time worked

    Performs evaluations based on time

    2007

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    Time Management: Reports

    The following are examples of Time Managementreports:

    Personal Work Schedule report

    Daily Work Schedule report

    Attendance report Absences report

    Error list

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    Position Budgeting and Control

    Offers solution that integrates the Human Resource andFinancial aspects of Personnel activities

    Allows the user to view a breakdown of the Funds Management

    totals by position

    Functions as a sub-ledger to Funds Management

    Allows the user to view salary and benefit totals by Funds Center

    (Department)

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    Position Budgeting and Control (continued)

    Allows multiple employees to be assigned to and financed via asingle position

    Creates an encumbrance in Funds Management and PBC when

    a position is financed

    Multiple sources can be used to fund a single position

    Checks that all persons are financed before payroll is processed

    Reduces commitment at each Payroll posting

    Provides the option to perform an availability control for both

    FTE and dollars within customizable tolerance profiles.

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    Payroll Accounting

    Payroll Accounting:

    Gross payroll

    Net payroll

    Payroll Run

    Payroll Accounting Reports OrganizationalManagement

    Personnel

    Planning &

    Development

    Personnel

    ManagementTime

    Management

    PayrollAccounting

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    Payroll Accounting

    The Payroll Accounting applications primary function is tocompensate employees for completed work

    Net PaymentGross Deductions

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    Payroll Accounting: Payroll Run

    Processing a payroll run consists of five steps:

    Release payroll run

    Start payroll run

    Check payroll results

    Correct payroll data

    Exit payroll run

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    Payroll Accounting: Reports

    The following are examples of Payroll Accounting reports:

    Federal Unemployment Insurance Report (FUI)

    State Unemployment Insurance Report (SUI)

    New Hire Reporting

    HIPPA Report

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    All Materials in this Presentation are Fulton County Schools Confidential

    Learning Objectives Review

    What are the key object types within OrganizationalManagement?

    The key object types within Organizational

    Management are organizational units, positions, and

    jobs

    What is the functionality of the HR module?

    The HR module supports the business activities

    needed to hire, manage, schedule, and pay employees

    of a company

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    Learning Objectives Review (continued)

    What are the five major applications of the HR module?

    Organizational Management, Personnel Planning &

    Development, Personnel Management, Time Management,

    Payroll Accounting