Do you want to maximize your SAP ERP HCM Organizational Management implementation? Learn how by going beyond the basics and delving into the key OM functions, their purpose, and how to use and customize them. You'll explore the object-oriented data model, and learn how infotypes and relationships are used to create the organizational plan.

The author shows you how to take the OM model to the next level by determining which elements to use and how. You'll identify methods for maintaining this complex data structure, including OM maintenance tools to modify and transform your data. And you'll discover how to customize the user interface layout. Once you know how organizational data goes into SAP, you'll learn how to get it back out through evaluation paths and hierarchy reporting.

This highly detailed book also includes coverage of OM integration with other HCM functions, including Personnel Administration and Employee and Manager Self Services. Based on the newest release, SAP ERP 6.0, this book is also relevant to earlier releases.

Highlights

• Object-Oriented Data Management
• Organizational Units, Jobs and Positions
• Reporting and Evaluation Paths
• Pros and Cons of Various User Interfaces
• Object Manager Maintenance and Customization
• Integration with SAP ERP HCM and SAP Business Workflow

About the Author(s)

Sylvia Chaudoir is a Senior Lead Consultant for Deloitte Consulting LLP in the Human Capital group. She has worked with SAP HR since 1994 and has expertise in several SAP HCM functional areas, including SAP HR Personnel Administration, Organizational Management, Benefits, Time Management, and US Payroll. She's been a trainer of SAP HR courses and also presented at SAP HR conferences on Organizational Management and other topics.

Table of Contents

1 ... Introduction ... 15
... 1.1 ... Organizational Management is for Everyone ... 15
... 1.2 ... Structure of This Book ... 17

2 ... SAP HCM Overview ... 21
... 2.1 ... SAP Business Suite: Enterprise Applications Overview ... 21
... 2.2 ... SAP HCM Components in Depth ... 25
... 2.3 ... Conclusion ... 33

3 ... Organizational Management Basics ... 35
... 3.1 ... The Backbone of SAP ERP HCM ... 35
... 3.2 ... Object-Oriented Data Management in SAP Systems ... 36
... 3.3 ... Object Technology in OM ... 37
... 3.4 ... HR Data Objects in OM ... 39
... 3.5 ... Basic Organizational Plan Structure Elements ... 41
... 3.6 ... Objects Beyond the Basics ... 53
... 3.7 ... Plan Versions ... 59
... 3.8 ... Organizational Plan Status ... 61
... 3.9 ... Object Number Ranges ... 64
... 3.10 ... Conclusion ... 67

4 ... Infotypes in Organizational Management ... 69
... 4.1 ... The Infotype Concept ... 69
... 4.2 ... Infotypes for OM ... 70
... 4.3 ... Infotype Subtypes ... 73
... 4.4 ... Infotype Effective Dates ... 75
... 4.5 ... Time Constraints ... 77
... 4.6 ... Conclusion ... 80

5 ... Working with Relationships ... 81
... 5.1 ... Relationships in OM ... 81
... 5.2 ... Inheritance Principle ... 89
... 5.3 ... Basic Relationships in OM ... 90
... 5.4 ... Creating New Relationships for Your Objects ... 107
... 5.5 ... Conclusion ... 109

6 ... Reporting with Evaluation Paths ... 111
... 6.1 ... What are Evaluation Paths ... 111
... 6.2 ... How Evaluation Paths Are Defined in OM ... 112
... 6.3 ... Evaluation Paths in Organizational Plan Reporting ... 117
... 6.4 ... Creating New Evaluation Paths ... 123
... 6.5 ... Organizational Plan Reporting ... 125
... 6.6 ... Choosing the Right Reporting Tool ... 135
... 6.7 ... Preparing and Using Organizational Charts ... 135
... 6.8 ... Conclusion ... 138

7 ... Choosing and Using Infotypes in OM ... 139
... 7.1 ... Infotypes Used in Organizational Management ... 139
... 7.2 ... Infotype 1000 Object ... 140
... 7.3 ... Infotype 1001 Relationships ... 141
... 7.4 ... Infotype 1002 Description ... 142
... 7.5 ... Infotype 1003 Department/Staff ... 143
... 7.6 ... Infotype 1007 Vacancy ... 144
... 7.7 ... Infotype 1008 Account Assignment Features ... 146
... 7.8 ... Infotype 1018 Cost Distribution ... 149
... 7.9 ... Infotype 1013 Employee Group/Subgroup ... 151
... 7.10 ... Infotype 1028 Address ... 151
... 7.11 ... Infotype 1208 SAP Organizational Object ... 154
... 7.12 ... Infotype 1222 General Attribute Maintenance ... 156
... 7.13 ... Function-Specific Infotypes ... 160
... 7.14 ... U.S.-Specific Infotypes ... 182
... 7.15 ... Customer-Specific Infotype Settings ... 184
... 7.16 ... Conclusion ... 185

8 ... Maintaining Organizational Management Data ... 187
... 8.1 ... Many Maintenance Options Exist ... 187
... 8.2 ... The OM User Interface ... 188
... 8.3 ... Organizational Plan Maintenance Transactions ... 194
... 8.4 ... Expert OM Maintenance Transactions ... 216
... 8.5 ... Action Maintenance ... 224
... 8.6 ... Supplemental Maintenance Functions ... 229
... 8.7 ... Which Interface Is the Right One To Use? ... 233
... 8.8 ... Conclusion ... 234

9 ... Customizing the Hierarchy Framework ... 235
... 9.1 ... The SAP Hierarchy Framework ... 236
... 9.2 ... Adjusting the Search Area ... 238
... 9.3 ... Changing the Column Layouts ... 243
... 9.4 ... Infotype Tab Pages ... 251
... 9.5 ... Transaction Scenarios ... 255
... 9.6 ... Conclusion ... 257

10 ... Technical Tips and Tools ... 259
... 10.1 ... Setting the Stage for Data Maintenance ... 259
... 10.2 ... OM Configuration Setup Consistency Check ... 264
... 10.3 ... OM–PA Integration Tools ... 266
... 10.4 ... Object and Infotype Utilities ... 281
... 10.5 ... Authorizations and the Role Concept ... 287
... 10.6 ... Conclusion ... 297

11 ... Integration of OM with other SAP Components ... 299
... 11.1 ... OM and SAP ERP HCM Function Integration ... 299
... 11.2 ... Workflow Integration with OM ... 318
... 11.3 ... Conclusion ... 322

A ... OM Object Types ... 325
B ... Infotypes in OM ... 329
C ... Transaction Codes in OM ... 331
D ... Authorization Functions for OM ... 333
E ... Workflow Scenarios in SAP ERP HCM ... 335
F ... AQs for Organizational Management ... 337
G ... lossary ... 339
H ... Author Biography ... 341