SAP Human Resources

HRHR

Agenda : Project Start Up ... Introduction

Welcome Agenda

HR Overview Application Components

Questions & Answers

03

Graphical Graphical UserUser

InterfaceInterface

OpenSystem

Integrated Integrated SolutionSolution

Client/ServerClient/ServerArchitectureArchitecture

MultinationalMultinationalUseUse

ComprehensiveComprehensiveFunctionalityFunctionality

R/3R/3Client / ServerClient / Server

FIFIFinancialFinancial

Acctg.Acctg.

COCOControllingControlling

AMAMAssetAssetMgmtMgmt

PSPSProjectProjectSystemSystem

WFWFWorkflowWorkflow

MMMMMaterials Materials

MgmtMgmt

HRHRHumanHuman

ResourcesResources

SDSDSalesSales

PPPPProductionProductionPlanningPlanning

QMQMQuality Quality MgmtMgmt PMPM

PlantPlantMaint.Maint.

ISISIndustryIndustry

SolutionsSolutions

Business Engineering

SAP -- The Overall Picture

ABAP/4ABAP/4

SAP R/3 Functionality

Internet

Logistics

Finan

ciaI

s

EIS

OfficeIntegration

SecurityManagement

WorkflowMail

Imaging

System Management

PayrollTime Management

Travel Expenses

Master Data

Compensationmanage-

ment

Personnelcost

planning

Org.Manage-

ment

Recruitment

Workforceplanning

Benefits

ReportingAnalysis

PersonnelDevelopment

Incentivewage

Training &Event

IndustrySolution

HRinformation

system

Global Global IntegrationIntegration

Scalability &Scalability &PerformancePerformance

State of the ArtState of the ArtTechnologyTechnology (WF, Internet)(WF, Internet)

Standard Standard ProductProductDevelopmentDevelopment

Multi-Multi-CurrencyCurrency

Multi-countryMulti-countryPayrollsPayrolls

HR

HR - Functionality

ReportingReporting

• (PA) Personnel Administration(PA) Personnel Administration

RecruitmentRecruitment

TravelTravelManagementManagement

PayrollPayroll

Time ManagementTime Management

Master DataMaster Data BenefitsBenefits

• (PD) Personnel Planning & Development(PD) Personnel Planning & Development

Personnel Cost PlanningPersonnel Cost Planning

Training & Events Training & Events ManagementManagement

Organization andOrganization andPosition PlanningPosition Planning

Career & Career & Succession Plan Succession Plan

ShiftShiftPlanningPlanning

Qualifications & Qualifications & RequirementsRequirements

CompensationCompensationManagement Management

AccountingAccounting

LogisticsLogistics

OrganizationalManagement

OrganizationalManagement

Information System

Information System

Travel

ManagementTravel

Management

Payroll Accounting

Payroll Accounting

R/3R/3

Training and

Event

ManagementTraining and

Event

Management

18

15

21

28

29

16

22

29

3

10

17

23

30

4

11

18

24

31

5

12

19

25

6

13

20

26

7

14

21

27

1 year

Travel

ManagementTravel

Management

PersonnelManagement

HR

TimeManagement

TimeManagement

HR Process - Employee Life Cycle

Job / PositionJob / PositionDescription Description

Job / PositionJob / PositionDescription Description

Travel ExpenseTravel ExpenseTravel ExpenseTravel Expense

Qualification Qualification UpdatesUpdates

Qualification Qualification UpdatesUpdates

Employee TrainingEmployee TrainingEmployee TrainingEmployee Training

Career PlanningCareer PlanningCareer PlanningCareer Planning

PayrollPayrollPayrollPayroll

RecruitmentRecruitmentRecruitmentRecruitment

Transfer applicantTransfer applicantdata to Master datadata to Master data

Transfer applicantTransfer applicantdata to Master datadata to Master data

Time & AttendanceTime & AttendanceTime & AttendanceTime & Attendance

Promotion, SalaryPromotion, Salaryincrement, Retirementincrement, Retirement

Promotion, SalaryPromotion, Salaryincrement, Retirementincrement, Retirement Vacancy PlanningVacancy PlanningVacancy PlanningVacancy Planning

Additional data &Additional data &benefit infobenefit info

Additional data &Additional data &benefit infobenefit info

Organisation Management

Master Data

Personnel Personnel AdministrationAdministration

& &

Planning & DevelopmentPlanning & Development

Organization Management

Planning Objects (e.g. Org. unit, Position, Job, workplace,etc.)

Organization plans

Reporting Structure

Position description

Vacancy / Occupancy plans

Organization Structure Management

Managing Information on Departments/ Org Units Tracking of Positions in various departments Maintaining Jobs Generating Graphical Reports of organization structure Reporting relationships, who reports to whom? Multiple

reporting !! Vacancy related reports

Maintaining PD Master Data

PD Organizational Management Creating Organization unit Creating jobs and positions Assigning Cost Centers Assigning persons to positions Detailed maintenance of objects - creating additional

relationships Graphical maintenance and reporting

Advertisement

WANTEDWANTEDSkilled, efficientperson for . . .

Profile matchup

Qu

alifica

tion

/ Req

uirem

en

t

Specificat. Ideal / Actual

Vacancy

Applicant

Hiring

Correspondence Selection

Recruitment

InternalExternalUnsolicitedInternet

Recruitment Processes Vacancies Advertising Receiving Applications Structuring Applicants Recording Applicant Data Selection Process Applicant Actions Applicant Activities Applicant Correspondence Hiring an Applicant Applicant Reports

Master Data(Information Types Info-Types)

FamilyFamily Pay / Bank detailsPay / Bank details

Address/Address/personal datapersonal data

Working timeWorking time

Organization AssignmentOrganization Assignment

PersonPerson

BANKBANK

QualificationsQualifications

Personnel Administration - Personal Data

Bio-data/ Resume Leave Administration Compensation & Benefits Payroll & Time Data Work Schedule Planning Data Salary Administration Appraisal Many more …...

Maintaining PA Master Data

Individual Infotype maintenance: Contract Elements Monitoring of Dates Family/Related Person Education Other/Previous ERs Cost Distribution Internal Medical Service

Maintaining PA Master Data (Contd.)

Internal Control Corporate Function Objects on Loan Time Recording Info. Wage Maintenance Company Pension Membership fees Communication PA Reporting through PD Graphical reporting

Electronic Personnel File Management

Manage Employee progression in the company Details of employment outside company Family related Information Education details Leave Management Other information like Medical history, equipment

provided by company etc.

Time Management

Substitution

Neg. time recording

Vacation Sick

OvertimeMixedand

SpecialForms

Time Valuation

Payroll

Positiv-Erfassung

Substitution Overtime approved

Vacation Sick

Present

from... to...from... to...from... to...from... to...from... to...

Time Statementfor Employees

Pos. time recording

Time Management Holiday Calendar Personal Work Schedule Monthly Work Schedule Attendances & Absences Attendance Check Graphical Attendance / Absence Overview Leave Overview / Leave Reporting Attendance and Absence Quotas Activity Allocation

CATS: Cross Appl. Time-Sheet

CATSTime Sheet

CATS HR-Minimaster

Authorizations

Data entry profile

Transfer

Approval

Time data input

Release

COCOHR

PSPS PMPM SMSM

MMMM

Time Management Process

TRAINING & EVENT MGMTSUBSYSTEMS

PAYROLLACCOUNTING

Co

stC

ost

dis

trib

uti

on

dis

trib

uti

on

Tim

eT

ime

eval

uat

ion

eval

uat

ion

SAPSAPTime ManagementTime Management

PPPPPMPMPSPS

COCO

Time Management Process

Interface with Punching/Swipe Card system Generate attendance reports by individuals,

BAU/Department wise or by user specific requirement Leave record management Leave accrual calculation Deductions Maintaining Plant Holiday Calendar Subsequently integrate with Payroll

Benefits Administration

Savings Plan

Insurance Plan

ComplexBenefits

Programs

ComplexBenefits

Programs

FlexibleBenefits

FlexibleBenefits Single Step

Enrollment

Single Step Enrollment

Flexibility with

Control

Flexibility with

Control

UnlimitedBenefitPlans

UnlimitedBenefitPlans

Health Plan

Credit Plan

Spending Account

CustomizedEligibilityRules

SAP Benefits Overview Open enrollment New hire enrollment Life event changes (benefit adjustments) Status changes (benefit adjustments) Participation monitoring Insurability monitor Plan termination COBRA processing Benefits forms processing

SAP Benefits OverviewNew Hire Enrollment Process Flow

Action - PA 40 Hire ApplicantDirect Hire RehireExternal Hire

US Benefits

Default Enrollment if

applicable

Automatic Enrollment

Save General Benefits

Information IT 0171 During Action with

default values

Save Benefits Adjustment reason IT 0378 During

Action with Default Adjustment Reason 0001.

On the pop-up box select to go to enrollment

Benefits Administrator

prints Benefits

Enrollment Form from

SAP

Forward Benefits

Enrollment Package to employee

Receive Benefits

Enrollment Form back

from employee

No

Yes

Enter New Benefits

Elections into SAP

Manually (or Custom Program) enroll employee into Default Health Plans

Print Benefits Confirmation Form through

SAP and forward to employee

No

Yes

Employee enroll online

within 30 days

No

Yes

Print Benefits Confirmation Form

through ESSEND

Employee has access to ESS

Interface from Fidelity

update 401k % on IT 0169

SAP Benefits OverviewMaster Data Infotypes 0000 - Actions 0001 - Organizational assignment 0007 - Planned working time 0008 - Basic pay 0014 - Recurring payments/deductions 0015 - Additional payments 0021 - Family/related persons 0041 - Date specification 0077 - Additional personal data (Medicare eligibility) 0219 - External organization

SAP Benefits OverviewBenefits Infotypes

0167 - Health plans 0168 - Insurance plans 0169 - Savings plans 0170 - Flexible spending accounts 0171 - General benefits information 0172 - FSA reimbursement 0211 - COBRA qualified beneficiary 0212 - COBRA health plan 0236 - Credit plans 0375 - HCE information 0377 - Miscellaneous plans 0378 - Adjustment reason 0379 - Stock purchase category

Qualifications and Requirements

Administration of Applicant’s / Employee’s Qualifications

Administration of Requirements for Job / Position

Consideration of Alternative Qualifications/ Requirements

Comparison of suitability based on Requirements and Qualification match-up

Exemplary qualifications/ requirements catalog

Search for a suitable person

Qualification Deficit

MS Word

OrganizationOrganization

WordMS Word

RequirementsRequirements

DesktopDesktop

OrganizationOrganization

??

QualificationsQualifications

MS WordMS Word

MS WordMS Word05/01/-05/05/05/01/-05/05/

MS WordMS Word06/11/-06/15/06/11/-06/15/

Prebooking

BookingBooking

DesktopDesktop

CourseCourse

Suitability profile

Training & Event Management

English IIEnglish IILesson 1Lesson 1

ScheduleSchedule ResourcesResources

CapacityCapacityplanningplanning

Booking, Booking, prebooking,prebooking,cancellation....cancellation....

QualificationQualificationUpdatesUpdates

CorrespondenceCorrespondenceprintingprinting

CostCostAppraisalsAppraisals

Training and Development process support

A comprehensive model for T&D process Update the qualifications acquired at the end of training

program automatically to attendees Manage training programs Manage resources like OHP / Video Projector, Room

facilities, handouts etc. Track information on external resources Automate correspondence generation

Training & Event Management Maintaining Training Needs Maintaining Training Calendar Creating Business Event groups and types Creating resource types, resources Planning & Scheduling a business event Cost Allocation for a business event Booking attendees (pre-book, firm-book, cancel, waitlist,

re-book) Maintaining Procedures infotype for Business events Follow-up of business events Appraisal of business events

Reports in Training

Attendee list

Prebookings perbusiness event

Attendance

Attendances Resources Business events

Resourcereservation

Available/reservedresources...

Business eventschedule

Business eventbrochure

Business eventprices...

Career and Succession Planning Employee’s career development Employee’s career development

based on Career modelsbased on Career models

Profile matchupProfile matchup

Determination of need for Determination of need for further educationfurther education

Training Plan is suggested Training Plan is suggested

Integration with Training and Integration with Training and Event Management on courses Event Management on courses bookingbooking

Hit list for most suitable person Hit list for most suitable person in Succession planningin Succession planning

Payroll Accounting Gross payroll accounting with automatic wage

calculation

Automatic special payments computation

Full gross/net retroactive accounting

Freely definable payroll form

Data exchange with banks, social insuranceagencies, etc.

Direct integration to FI and CO

Online or batch processing

R/3 Payroll Process

Employee Data Employee Data Benefits/PayTables

Benefits/PayTables

Time ManagementTime Management

Calculate PayrollCalculate Payroll

PayslipPayslip

Payroll Results Payroll Results

Payroll ReportsPayroll Reports

Release/Start PayrollRelease/Start Payroll

Payroll SimulationPayroll Simulation

CompensationProcess

CompensationPlan Budgets

CompensationAdministration

Job EvaluationResults

CompensationPlan Budgets

Salary SurveyResults

CompensationPolicy?

Compensationpolicy cost?

Administer compensation

awards?

Relative value of ourjobs?

Compensationcosts control ?

Salaries & Benefitscompared to other

companies?

Compensation Management Overview

–Link to a job or a position

–Job evaluation results (Infotype)

–Subtypes for multiple evaluation systems

–Points determine relative worth of each job/position

–Link to salary structure through Planned compensation Infotype

–Benchmark job indicator

–Reporting available

Job Evaluation Results

Used as a control within compensation administration

A budget type is linked to a compensation plan

Actual compensation costs can be compared to budgeted costs

Budget/PlannedBudget/Planned

Compensation/ActualsCompensation/Actuals

$400,000$400,000 $320,000$320,000

Budgeting

Create budgets in planned status

Link budgets to organizational units

Release a budget to change status to active

Active budgets are available to compensation administration

BUBU

BUBU

OO

OO

BUBU OO

BUBU OO

BUBU

BUBU

OO

OO

$ 500,000.00

$ 100,000.00

$ 75,000.00

$ 25,000.00

$ 25,000.00

$ 175,000.00

Budgets

Compensation Plan Eligibility Rules

CompensationPlan Type

Guidelines

Category

Compensation Process

Budget Type

Basic Pay IT 0008

RecurringPay/Deds IT 0014

AdditionalPayments

IT 0015

CompensationStock Plan

IT 0382

CompensationArea

Compensation Process Components

Salary

CarAllowance

HousingAllowance

Base PayFIXED

Logical grouping of plans for compensation packages

and reporting

Predefined categories:

Fixed

Variable

Stock

Benefits

Compensation Plan Types & Categories

Validity date of plan

How the effective date for the award is calculated

Calculation data depends on compensation plan category:

Calculation base

Calculation result or

Results model

Guideline – optional

Compensation Plan Details

A rule specifies the criteria for employee participationin a compensation plan

Each rule uses criteria such as

Hire date or length of sevice

Number of hours worked

Other: pay scale, pay grade, job, salary,performance

User-defined

Infotype for eligibility exceptions

Eligibility groups further define criteria within a rule

BonusBonus

Rule

BonusBonus

Group

ExecutiveExecutive

Criteria

06 month service06 month service

12 month service12 month service

Eligibility Rules

CompensationPlan Category

Infotype

Fixed Basic Pay

Basic Pay

CompensationStock Plan

CompensationHistory

Variable

Stock

All

RecurringPayments

AdditionalPayments

Basic Infotypes

Personnel Cost Planning Cost planning

according to organizational units/cost centers

as percentage/absolute

Simulation of structural changes

Survey comparison (e.g national, market survey)

Direct Excel link

Business graphics presentation

Cost preview Determination of actual costs Integration of future changes Target/actual comparison

Integration with Controlling (CO)

Travel Management Entry of trip data

Calculation of Meal Allowance (per diem)

Maintain Receipts claim

Advance Payment

Allowances for stopovers

Representation of internal company rules

Trip-specific account assignment

Nature of applications and authorizations

Simulation of statement (to determine refund or reimbursement amount)

Integration to Payroll and/or FI/CO

Reporting

Adhoc QueryAdhoc Query

ABAP/4 ReportABAP/4 Report

3rd Party Tools3rd Party Tools

HRISHRIS

Ad Hoc Query

Available fields

InfotypeSelection Displ. Field

Employment status

Infotype 0000: Personnel Actions

Infotype 0001: Org. Assignment

Infotype 0002: Personal Data

Form of address

Date of birth

Nationality

Number of children

Initials

Last name

First name

Title

Country key

City

Postal code

County

Infotype 0007: Planned Working Time

Infotype 0006: Addresses

Ad Hoc QueryAd Hoc Query

Ad hoc query Edit Goto View System HelpEnvironment

Query Report Output

Field selection From 29.10.1997 to 29.10.1997

Selection

Selection field

Personnel area

City

Option From To

=

=

0001

Detroit

Selection result Hits 9

Output fields

Personnel number

Name of employee or applicant

Postal code

City

House number and street

Thank you