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Presented by Technology Learning Center
PRINCIPAL INDUCTION SAP TRAINING
¡ SAP is accessed through the Employee Portal
ACCESSING SAP
ACCESSING SAP
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¡ Depending on the roles you have assigned to you in SAP, you may have all SAP modules or fewer modules.
¡ Everyone starts on the HOME tab in SAP ¡ The Universal Worklist is where Principals go to approve
certain items including Shopping Carts and Budget Transfers
NAVIGATING IN SAP
¡ This tab is where individuals who know SAP transaction codes might navigate through SAP using the ECC WEB link.
¡ This section is available for SAP power users.
BACKEND LANDSCAPE
¡ This tab is available to all MDCPS employees. ¡ This is where employees may update their address and phone
numbers. ¡ This section also allows employees to see their pay stubs and
benefit elections.
EMPLOYEE SELF SERVICE
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¡ Schools may Request Requisitions to advertise open and funded positions at their locations.
¡ Schools may also select view all the candidates that have applied.
¡ Schools may conduct interviews, check for eligibility, and hire a candidate.
E-RECRUITING
¡ Log into the Employee Portal ¡ Click on the SAP link ¡ On the Universal Worklist, click on the
SAP/ERP Training Resources link ¡ Navigate to the Hiring Manager
Candidate Selection Tutorial ¡ Click on Standard Tutorial to launch it ¡ Follow along with Instructor
ACTIVITY # 1
¡ This section is the brains of SAP. ¡ It includes employee information including certification,
license, work history (dating back to 2009)
HUMAN RESOURCES
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¡ Change of positions ¡ Transfers ¡ Additional Assignments ¡ Terminations ¡ Update interchangeable job code on vacant instructional
positions
HUMAN RESOURCES
¡ Navigate to the HR Training Tab ¡ Launch the tutorial for Position Control List Report Tutorial ¡ Navigate to the Transition from PERS to SAP/HR site ¡ Launch the Employee Inquiry Report Tutorial ¡ Navigate back to the HR Training Tab
ACTIVITY # 2
¡ This section is where payroll specialist at your location enter the payroll for your school
¡ This is also where you approve the payroll and run reports to see if you have approved all your payroll.
PAYROLL
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¡ Navigate to the PY Training Tab ¡ Launch the Approve Time F/T Instructional Tutorial ¡ Launch the Approve All Prior Periods and Current & Prior
Miscellaneous Transactions Tutorial ¡ Launch the Approving Prior Pay Period Corrections made to
Substitutes and Overtime Worked at a Different Location Tutorial
¡ Launch Running the Timesheet/Payroll Approval Status Report Tutorial
ACTIVITY # 3
¡ This is where you school can shop for materials through the use of catalogues or describe requirements.
¡ Your approval of shopping carts is done at the Universal Worklist
PROCUREMENT
¡ Navigate to the FI Training Tab ¡ Launch the Approve Shopping Cart Tutorial ¡ Launch the Approve PO Invoice Webcycle Tutorial ¡ Launch the How to Add a Substitute Tutorial
ACTIVITY # 4
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¡ The Finance section allows you to Create Funds Reservations that then require an Earmarked Check Request to pay the vendors.
FINANCE
¡ AP Workflow and Check Request is where you may create the Earmarked Check Requests against any Funds Reservation you already have in the system. It is also where you request the Funds 9 checks.
¡ This section is also where your school pays for the JV credit card
¡ Budget Transfers are also created in this section of SAP.
FINANCE
¡ Launch Budget Availability Analysis Report Tutorial
ACTIVITY # 5
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¡ The reports tab contains report related to any module in SAP. ¡ The most important to a principal is under the HR link which is
the Position Control Report which lists all the positions (Vacant and Occupied).
REPORTS
¡ HR: § Position Control List § Substitute Locator Eligibility Report § Employee Directory § Employee Inquiry
¡ Payroll § Display Working Times § Display Absence Quota § Timesheet/Payroll approval Status Report § Report on Various Substitute Teacher Location
REPORTS
¡ Procurement § Open Purchase Order Report § Open Shopping Carts § Approved Shopping Cart Report
¡ Finance § Budget Availability § Substitute Teachers Expenditure Analysis § Discretionary Balance by Location
REPORTS
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