Self-service for employees and managers has received widespread acceptance and is now being used by companies throughout the world. If you are working on or considering an SAP ERP HCM Employee Self-Service (ESS) and Manager Self-Service (MSS) implementation, this is the resource you need.

This book is written for HR and IT professionals, project managers, and consultants. It covers the project cycle from design to implementation, beginning with the details of why self-service is important to organizations, how it fits into a service delivery strategy, and how to approach developing a business case. An overview of ESS and MSS is provided along with details on the technical implementation, including the homepage framework, OADP (Object and Data Provider), and the underlying configuration.

Self-service fundamentals are also explained, including installation and setup, and a full review of the standard components available in SAP ESS and MSS Business Packages is included. More advanced topics, including delegation, workflow, and security authorizations are covered, and a case study and lessons-learned section provides real-world insights from past experiences.

Highlights

• Understanding the Business Case for ESS and MSS
• Self-Service Delivery Models
• Integration with Personnel Administration and Organizational Management
• Homepage Framework Configuration
• Delegation and Substitution Management
• Authorization Management in ECC and the SAP Portal
• Deploying Custom Self-Service Applications

About the Author(s)

Jeremy Masters is an author, speaker, and SAP HCM subject matter expert. He is co-founder and Managing Partner of Worklogix, which provides SAP HCM professional services and software solutions to Fortune 1000 companies. He has been an SAP HCM practitioner for over 10 years. Christos Kotsakis is Vice President of Information Technology at Starwood Hotels and Resorts Worldwide. Previously, he was an Associate Partner in the Human Capital Management practice at IBM Global Business Services. In the past 10 years, he has managed more than a dozen project teams, spanning across HCM functionality.

Table of Contents

1 ... Introduction ... 19
... 1.1 ... Target Audience ... 20
... 1.2 ... Book Layout ... 20
... 1.3 ... Product Releases ... 22
... 1.4 ... Summary ... 22

2 ... Self-Service Overview ... 23
... 2.1 ... What is a Self-Service Application ... 23
... 2.2 ... Employee Self-Service ... 24
... 2.3 ... Manager Self-Service ... 25
... 2.4 ... Self-Service Delivery Model ... 26
... 2.5 ... Delivering Self-Service Applications ... 31
... 2.6 ... Common Applications for ESS ... 33
... 2.7 ... Common Applications for MSS ... 35
... 2.8 ... Summary ... 37

3 ... Value Proposition for Self-Service ... 39
... 3.1 ... Self-Service Myths ... 39
... 3.2 ... The Business Case ... 42
... 3.3 ... Summary ... 48

4 ... The Foundation of Employee Self-Service (ESS) and Manager Self-Service (MSS ... 49
... 4.1 ... Personnel Administration ... 49
... 4.2 ... A Healthy Organizational Structure ... 52
... 4.3 ... Definition of Manager ... 57
... 4.4 ... Position and Vacancy Management ... 63
... 4.5 ... Workflow ... 65
... 4.6 ... Summary ... 69

5 ... ESS and MSS Installation and Setup ... 71
... 5.1 ... Terminology ... 71
... 5.2 ... ESS Installation ... 72
... 5.3 ... MSS Installation ... 75
... 5.4 ... Configuring Connections ... 76
... 5.5 ... Summary ... 84

6 ... Functionality Available in Employee Self-Service ... 85
... 6.1 ... Application Components for ESS ... 86
... 6.2 ... ESS Homepage Framework ... 87
... 6.3 ... Business Package for ESS ... 109
... 6.4 ... Summary ... 162

7 ... Functionality Available in Manager Self-Service ... 163
... 7.1 ... Application Component for MSS ... 164
... 7.2 ... What We Will Cover ... 164
... 7.3 ... MSS Home Page Framework ... 166
... 7.4 ... Business Package for MSS ... 174
... 7.5 ... Generic iViews ... 252
... 7.6 ... Reporting ... 257
... 7.7 ... Summary ... 259

8 ... Advanced Concepts in ESS and MSS ... 261
... 8.1 ... OADP ... 262
... 8.2 ... Advanced Workflow Topics ... 297
... 8.3 ... Delegation ... 306
... 8.4 ... Checklists and Guided Procedures ... 319
... 8.5 ... Summary ... 324

9 ... Authorization Management ... 325
... 9.1 ... Important Authorizations within ECC for Self-Service ... 326
... 9.2 ... Standard Roles in Self-Service ... 342
... 9.3 ... Using Structural Authorizations with Self-Service ... 348
... 9.4 ... Portal Permissions ... 353
... 9.5 ... Important SAP Notes ... 357
... 9.6 ... Data Privacy ... 358
... 9.7 ... Summary ... 360

10 ... Enhancing Self-Service Applications ... 361
... 10.1 ... Terminology ... 361
... 10.2 ... Supporting Enhancements to Standard Applications ... 363
... 10.3 ... Setting Up the Environment ... 365
... 10.4 ... Summary ... 373

11 ... Self-Service Case Study ... 375
... 11.1 ... Business Landscape ... 375
... 11.2 ... Business Challenges ... 377
... 11.3 ... Transformation Objectives ... 377
... 11.4 ... Project Scope for Self-Service ... 378
... 11.5 ... Service Delivery Model ... 380
... 11.6 ... Role of the HR Generalist ... 381
... 11.7 ... Training ... 382
... 11.8 ... Results ... 382
... 11.9 ... Critical Success Factors ... 383
... 11.10 ... Summary ... 383

12 ... Lessons Learned ... 385
... 12.1 ... Self-Service Processes and Applications ... 385
... 12.2 ... Change Management ... 393
... 12.3 ... System Implementation ... 398
... 12.4 ... Summary ... 407

13 ... Resources ... 409
... 13.1 ... Solution Documentation on SAP Service Marketplace ... 409
... 13.2 ... SAP Online Help ... 412
... 13.3 ... SAP Notes on SAP Service Marketplace ... 412
... 13.4 ... SDN (SAP Developer Network ... 416
... 13.5 ... HR Expert ... 416
... 13.6 ... Annual Conferences ... 418
... 13.7 ... User Communities ... 419
... 13.8 ... Internet Search Engines ... 419
... 13.9 ... Summary ... 419

14 ... The Authors ... 421