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© SAP AG
Human Capital Management
(HCM)
SAP University Alliances
Version 2.01
Authors Claudia Kroliczek
Mark Lehmann
Stefan Weidner
Product
SAP ERP 6.0 EhP4
Global Bike Inc.
Level
Beginner
Focus
Cross-functional integration
Human Capital Management
SAP ERP
Page 8-2© SAP AG
Course Overview
 Introduction to SAP
 Navigation
 Introduction to GBI
 Sales & Distribution
 Materials Management
 Production Planning
 Financial Accounting
 Controlling
 Human Capital Management
SAP ERP
Page 8-3© SAP AG
Unit Overview
 HCM Organizational Structure
 HCM Master Data
 HCM Processes
- Organizational Management
- Personnel Administration
SAP ERP
Page 8-4© SAP AG
HCM Organizational Structure
 Represents the structural and personnel organization of a company
 Consists of organizational units
 Illustrates the organizational structures and hierarchies
 Illustrates an employees responsibilities
 Is a precondition of various personnel processes’ implementation
 Consists of three parts:
- Enterprise Structure
- Personnel Structure
- Organizational Plan
SAP ERP
Page 8-5© SAP AG
HCM Enterprise Structure
 Enterprise Structure
- Represents formal and financial structures in a company
- Each employee needs to be assigned to an enterprise structure.
- Basically consists of company code, personnel area, and personnel subarea
- Client
• An independent environment in the system
- Company Code
• Smallest org unit for which you can maintain a legal set of books
- Personnel Area
• Represents a company area differentiated between personnel administrative, time
management, and expensive organizational aspects
- Personnel Subarea
• Represents part of a personnel area
• Represents a company area differentiated between personnel administration, time
management, and payroll accounting aspects
SAP ERP
Page 8-6© SAP AG
GBI 2.0 Enterprise Structure for HCM
Personnel
Area
Global Bike Group
Global Bike US
GBI MiamiGBI Dallas
Executives
Finance
Personnel
Subarea
Company
Code
Client
Global Bike Germany
GBI San Diego
HR
IT
MM
Production
Purchasing
Sales Sales
Purchasing
MM
MM
GBI Hamburg GBI Heidelberg
Finance
ExecutivesSales
MM
Production
Purchasing
MM
Purchasing
HR
SAP ERP
Page 8-7© SAP AG
HCM Personnel Structure
 Personnel Structure
- Describes an employee’s position within the company
- Is defined by employee group and employee subgroup
- Employee Group
• Organizational unit for which personnel related regulations can be specified
• Examples:
– Active employees
– External
– Retirees
- Employee Subgroup
• Organizational unit within the employee group, for which personnel related
regulations are specified
• Examples:
– Industrial employees
– Commercial clerks
– Laboratory assistants
SAP ERP
Page 8-8© SAP AG
HCM Personnel Structure
ExternalActive Retiree
Employee Group
Employee Internal Trainee Employee Subgroup
SAP ERP
Page 8-9© SAP AG
HCM Organizational Plan
 Organizational Plan
- Describes in which function an employee is acting
- Is object-oriented, i.e. each element is represented by an object
- Objects can be assigned to each other
- Organizational Unit
• Can be grouped according to functional and regional aspects.
- Position
• Are assigned to organizational units and filled by employees
• Example: Position accounting clerk in the Accounting Department
- Person
• Are employees and fill positions
- Cost Center
• originate from Controlling and can be linked with positions or organizational units
- Job
• General description of tasks which an employee should perform
• Are assigned to positions
• Example: Position Head of Department
SAP ERP
Page 8-10© SAP AG
HCM Organizational Plan
Cost Center
Organizational Unit
Position
Person
Job
Assignment
Assignment (optional)
SAP ERP
Page 8-11© SAP AG
GBI 2.0 Enterprise Structure in SAP ERP HCM (US)
Client GBI
Company Code US00
Personnel Area Dallas DL00
Personnel Subarea
Miami MI00
Executives
EX00
FI00Finance
MM00MaterialsManagement
PP00Production
HR00HumanResources
IT00IT
MM00MaterialsManagement
PU00Purchasing
SD00SalesandDistribution
SD00
MM00MaterialsManagement
SD00SalesandDistribution
PU00Purchasing
Employee
Subgroup
Employee Group 1
Active
Employee Group 2
Retiree
Employee Group 9
External
11
Hourly Wage
12
Salary scale
13
Executive
91
Senior Consultant
10
Intern
90
Junior Consultant
21
Honorary
20
Pensioner
SAP ERP
Page 8-12© SAP AG
GBI 2.0 Enterprise Structure in SAP ERP HCM (DE)
Client GBI
Company Code DE00
Pers. Area Heidelberg HD00
Executives
EX00
FI00Finance
PP00Production
PU00Purchasing
HR00HumanResources
MM00MaterialsManagement
Hamburg
HH00
MM00MaterialsManagement
PU00Purchasing
SD00SalesandDistribution
Employee Group 2
Retiree
Employee Group 9
External
91
Senior Consultant
90
Junior Consultant
21
Honorary
20
Pensioner
Employee Group 1
Active
11
Hourly Wage
12
Salary scale
13
Executive
10
Intern
Personnel Subarea
Employee
Subgroup
SAP ERP
Page 8-13© SAP AG
HCM Master Data
 Personnel number
- Is used in SAP as a central identifier for an employee
- Can comprise by up to eight digits
- Can be assigned either by the system or manually
- All employee data available in the system are identified on the basis of the
personnel number.
Personnel no.
64751511
Expenses results Travel expenses
Expenses
May 2010
Travel expenses
April 2010
Expenses
June 2010
SAP ERP
Page 8-14© SAP AG
HCM Master Data
 Reference Personnel Number
- Helps to map different contractual relationships
- Creates an existing employee newly in the system with a new personnel
number
- The old personnel number serves as a reference personnel number.
- Certain data can be copied and assigned to the new number.
- In the case of concurrent employment, the
employee is identified through a person ID.
Person ID
155486211
Personnel number
64751511
Personnel number
47116550
Project Manager in
personnel area
MI00 Miami
Employee in
personnel area
DL00 Dallas
Reference
SAP ERP
Page 8-15© SAP AG
HCM Master Data
 Infotypes
- HR master data are structured in infotypes.
- Collections of data fields that are logically linked
- To process employee data in an effective structure in accordance with business
requirements
- Each infotype has an explicit four-digit ID, e.g. infotype Addresses 0006.
- An infotype can have sub types, which represent a sub variant of the infotype.
Infotype 2001
Absence
Sub type 0220
Health resort
Sub type 0100
Vacation
Sub type 0601
Parental leave
SAP ERP
Page 8-16© SAP AG
Time Constraints of Infotypes
Time constraint 1 e.g. permanent
residence
Time constraint 2 e.g. husband
Time constraint 3 e.g. secondary residence
SAP ERP
Page 8-17© SAP AG
Maintenance of Infotype
Single infotype maintenance
Personnel action
Fast entry
Infotypes can be maintained in three different ways:
SAP ERP
Page 8-18© SAP AG
HCM Processes
 Organizational Management
- Model the organizational structure of your enterprise
- Create, change and delimit organizational units
- Create, change and delimit jobs
- Create, change and delimit positions
- Analyze an organizational unit to define
workforce requirements and personnel cost planning
- Create further organizational units for planning
scenarios or simulations
SAP ERP
Page 8-19© SAP AG
HCM Processes
 Personnel Administration
- Creating and maintaining personnel master data
- Plausibility checks may be performed to detect errors and
prevent the transfer of incorrect data.
- When changing master data, a history is created which may
be used for reporting and the verification of data integrity.
- Personnel administration sets the data basis for subsequent
processes in Human Resource Management and reporting.

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MIS - Human Capital Management

  • 1. © SAP AG Human Capital Management (HCM) SAP University Alliances Version 2.01 Authors Claudia Kroliczek Mark Lehmann Stefan Weidner Product SAP ERP 6.0 EhP4 Global Bike Inc. Level Beginner Focus Cross-functional integration Human Capital Management
  • 2. SAP ERP Page 8-2© SAP AG Course Overview  Introduction to SAP  Navigation  Introduction to GBI  Sales & Distribution  Materials Management  Production Planning  Financial Accounting  Controlling  Human Capital Management
  • 3. SAP ERP Page 8-3© SAP AG Unit Overview  HCM Organizational Structure  HCM Master Data  HCM Processes - Organizational Management - Personnel Administration
  • 4. SAP ERP Page 8-4© SAP AG HCM Organizational Structure  Represents the structural and personnel organization of a company  Consists of organizational units  Illustrates the organizational structures and hierarchies  Illustrates an employees responsibilities  Is a precondition of various personnel processes’ implementation  Consists of three parts: - Enterprise Structure - Personnel Structure - Organizational Plan
  • 5. SAP ERP Page 8-5© SAP AG HCM Enterprise Structure  Enterprise Structure - Represents formal and financial structures in a company - Each employee needs to be assigned to an enterprise structure. - Basically consists of company code, personnel area, and personnel subarea - Client • An independent environment in the system - Company Code • Smallest org unit for which you can maintain a legal set of books - Personnel Area • Represents a company area differentiated between personnel administrative, time management, and expensive organizational aspects - Personnel Subarea • Represents part of a personnel area • Represents a company area differentiated between personnel administration, time management, and payroll accounting aspects
  • 6. SAP ERP Page 8-6© SAP AG GBI 2.0 Enterprise Structure for HCM Personnel Area Global Bike Group Global Bike US GBI MiamiGBI Dallas Executives Finance Personnel Subarea Company Code Client Global Bike Germany GBI San Diego HR IT MM Production Purchasing Sales Sales Purchasing MM MM GBI Hamburg GBI Heidelberg Finance ExecutivesSales MM Production Purchasing MM Purchasing HR
  • 7. SAP ERP Page 8-7© SAP AG HCM Personnel Structure  Personnel Structure - Describes an employee’s position within the company - Is defined by employee group and employee subgroup - Employee Group • Organizational unit for which personnel related regulations can be specified • Examples: – Active employees – External – Retirees - Employee Subgroup • Organizational unit within the employee group, for which personnel related regulations are specified • Examples: – Industrial employees – Commercial clerks – Laboratory assistants
  • 8. SAP ERP Page 8-8© SAP AG HCM Personnel Structure ExternalActive Retiree Employee Group Employee Internal Trainee Employee Subgroup
  • 9. SAP ERP Page 8-9© SAP AG HCM Organizational Plan  Organizational Plan - Describes in which function an employee is acting - Is object-oriented, i.e. each element is represented by an object - Objects can be assigned to each other - Organizational Unit • Can be grouped according to functional and regional aspects. - Position • Are assigned to organizational units and filled by employees • Example: Position accounting clerk in the Accounting Department - Person • Are employees and fill positions - Cost Center • originate from Controlling and can be linked with positions or organizational units - Job • General description of tasks which an employee should perform • Are assigned to positions • Example: Position Head of Department
  • 10. SAP ERP Page 8-10© SAP AG HCM Organizational Plan Cost Center Organizational Unit Position Person Job Assignment Assignment (optional)
  • 11. SAP ERP Page 8-11© SAP AG GBI 2.0 Enterprise Structure in SAP ERP HCM (US) Client GBI Company Code US00 Personnel Area Dallas DL00 Personnel Subarea Miami MI00 Executives EX00 FI00Finance MM00MaterialsManagement PP00Production HR00HumanResources IT00IT MM00MaterialsManagement PU00Purchasing SD00SalesandDistribution SD00 MM00MaterialsManagement SD00SalesandDistribution PU00Purchasing Employee Subgroup Employee Group 1 Active Employee Group 2 Retiree Employee Group 9 External 11 Hourly Wage 12 Salary scale 13 Executive 91 Senior Consultant 10 Intern 90 Junior Consultant 21 Honorary 20 Pensioner
  • 12. SAP ERP Page 8-12© SAP AG GBI 2.0 Enterprise Structure in SAP ERP HCM (DE) Client GBI Company Code DE00 Pers. Area Heidelberg HD00 Executives EX00 FI00Finance PP00Production PU00Purchasing HR00HumanResources MM00MaterialsManagement Hamburg HH00 MM00MaterialsManagement PU00Purchasing SD00SalesandDistribution Employee Group 2 Retiree Employee Group 9 External 91 Senior Consultant 90 Junior Consultant 21 Honorary 20 Pensioner Employee Group 1 Active 11 Hourly Wage 12 Salary scale 13 Executive 10 Intern Personnel Subarea Employee Subgroup
  • 13. SAP ERP Page 8-13© SAP AG HCM Master Data  Personnel number - Is used in SAP as a central identifier for an employee - Can comprise by up to eight digits - Can be assigned either by the system or manually - All employee data available in the system are identified on the basis of the personnel number. Personnel no. 64751511 Expenses results Travel expenses Expenses May 2010 Travel expenses April 2010 Expenses June 2010
  • 14. SAP ERP Page 8-14© SAP AG HCM Master Data  Reference Personnel Number - Helps to map different contractual relationships - Creates an existing employee newly in the system with a new personnel number - The old personnel number serves as a reference personnel number. - Certain data can be copied and assigned to the new number. - In the case of concurrent employment, the employee is identified through a person ID. Person ID 155486211 Personnel number 64751511 Personnel number 47116550 Project Manager in personnel area MI00 Miami Employee in personnel area DL00 Dallas Reference
  • 15. SAP ERP Page 8-15© SAP AG HCM Master Data  Infotypes - HR master data are structured in infotypes. - Collections of data fields that are logically linked - To process employee data in an effective structure in accordance with business requirements - Each infotype has an explicit four-digit ID, e.g. infotype Addresses 0006. - An infotype can have sub types, which represent a sub variant of the infotype. Infotype 2001 Absence Sub type 0220 Health resort Sub type 0100 Vacation Sub type 0601 Parental leave
  • 16. SAP ERP Page 8-16© SAP AG Time Constraints of Infotypes Time constraint 1 e.g. permanent residence Time constraint 2 e.g. husband Time constraint 3 e.g. secondary residence
  • 17. SAP ERP Page 8-17© SAP AG Maintenance of Infotype Single infotype maintenance Personnel action Fast entry Infotypes can be maintained in three different ways:
  • 18. SAP ERP Page 8-18© SAP AG HCM Processes  Organizational Management - Model the organizational structure of your enterprise - Create, change and delimit organizational units - Create, change and delimit jobs - Create, change and delimit positions - Analyze an organizational unit to define workforce requirements and personnel cost planning - Create further organizational units for planning scenarios or simulations
  • 19. SAP ERP Page 8-19© SAP AG HCM Processes  Personnel Administration - Creating and maintaining personnel master data - Plausibility checks may be performed to detect errors and prevent the transfer of incorrect data. - When changing master data, a history is created which may be used for reporting and the verification of data integrity. - Personnel administration sets the data basis for subsequent processes in Human Resource Management and reporting.

Editor's Notes

  1. Organizational units displayed in grey are not yet implemented, but are already planned in GBI.