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SAP ERP HCM Processes and Forms

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H3254
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Product Details

ISBN:
978-1-59229-425-1
Author:
Brandon Toombs and Justin Morgalis
Type:
Hardcover, 341 pages
Year:
2012

Product Description and Table of Contents

  • Learn how to set up an effective forms workflow with HCM Processes and Forms
  • Master cutting-edge form functionality and configuration with details on FPM non-Adobe forms
  • Streamline your most common organizational data processes into one discrete process for optimal HR workflows
  • Based on SAP ERP 6.0, EHPs 4, 5, 6, and HR Renewal

Whether you love them or hate them, forms are an integral part of today’s business processes. Explore how to create forms that simplify your HR processes, align with your core business objectives, and support employee development. Whether you’re setting up the software or using it, this book provides end-to-end configuration steps, business scenarios, and the dos and don'ts of mapping business objectives.

Plan for an HCM Processes and Forms Project
Understand what HCM Processes and Forms is, what questions to ask during project preparation, and how to configure and customize the system.

Develop a Codified Form Process
Design a simplified, effective, and discrete HR-driven forms process for employees, HR administrators, business decision-makers, and managers.

Greater Flexibility and HR Efficiency
Improve the accuracy of your HR master data with greater form flexibility and increased process efficiency.

HR Processes Meet Business Objectives
With hands-on, practical insight into this growing and evolving HR toolset of SAP ERP, learn how to build forms that unite business function and form design.

Explore Various Form Design Approaches
Learn the intricacies of Adobe forms and the new FPM, non-Adobe forms, and then explore the configuration and implementation considerations for each.

Highlights 

  • Implementing and planning
  • Adobe Forms, FPM Forms, Form Builder
  • Process design
  • SAP NetWeaver Portal integration
  • Administration
  • Design Time

The Authors

Justin Morgalis has been helping clients implement SAP HCM Self-Services since 2007. He comes from a consulting and development background leading teams of both functional and technical resources. Brandon Toombs has helped clients implement SAP Manager Self-Service for over 10 years. He has 15 years of functional SAP HR knowledge.


Table of Contents

  • ... Acknowledgments ... 15
  • ... Introduction ... 17
  • 1 ... HCM Processes and Forms: A Guided Tour ... 21
  • 1.1 ... The Origin of HCM Processes and Forms ... 21
  • 1.1.1 ... Personnel Change Requests ... 21
  • 1.1.2 ... The Move to HCM Processes and Forms ... 22
  • 1.2 ... Description of an HCM Process ... 23
  • 1.3 ... Process Initiation ... 24
  • 1.3.1 ... Employee Self-Service (ESS) ... 24
  • 1.3.2 ... Manager Self-Service (MSS) ... 25
  • 1.3.3 ... HR Administrator (HRA) ... 26
  • 1.3.4 ... Exchange Infrastructure (XI) Initiation ... 27
  • 1.4 ... Form Validation ... 27
  • 1.5 ... Workflow ... 28
  • 1.5.1 ... Agent Determination and Routing ... 28
  • 1.6 ... Approvals ... 29
  • 1.7 ... Backend Updates ... 30
  • 1.8 ... Process Tracking ... 31
  • 1.9 ... Summary ... 32
  • 2 ... Building Blocks of HCM Processes and Forms ... 33
  • 2.1 ... Overview ... 33
  • 2.2 ... Processes ... 34
  • 2.2.1 ... Process Customizing ... 35
  • 2.2.2 ... Process Structure ... 36
  • 2.3 ... Scenarios ... 37
  • 2.3.1 ... Scenario Steps ... 38
  • 2.4 ... Forms ... 39
  • 2.4.1 ... Adobe Interactive Forms ... 41
  • 2.4.2 ... FPM Forms ... 41
  • 2.4.3 ... Which Form Should We Use? ... 43
  • 2.5 ... Workflow ... 44
  • 2.6 ... Backend Services ... 45
  • 2.6.1 ... Delivered Backend Services ... 45
  • 2.6.2 ... Generic Services ... 47
  • 2.7 ... Summary ... 48
  • 3 ... Integrating HCM Processes and Forms into Business Processes ... 49
  • 3.1 ... Business Objectives ... 49
  • 3.1.1 ... Process Efficiency ... 50
  • 3.1.2 ... Recasting HR: Paper Pusher to Business Partner ... 50
  • 3.1.3 ... Data Quality ... 50
  • 3.1.4 ... Process Consistency ... 50
  • 3.1.5 ... Clarity ... 51
  • 3.2 ... Barriers to Use of HCM Processes and Forms ... 51
  • 3.2.1 ... Manager Impatience with HR ... 51
  • 3.2.2 ... The Legacy of Paper-Based Processes ... 51
  • 3.2.3 ... HR Administrators as Gatekeepers ... 52
  • 3.3 ... Design Guidelines for Overcoming Obstacles ... 53
  • 3.3.1 ... 80/20 Rule ... 53
  • 3.3.2 ... Have a Safety Valve ... 54
  • 3.3.3 ... KICS – Keep It Consistent, Stupid ... 55
  • 3.3.4 ... Simplify Language on Forms ... 56
  • 3.3.5 ... Provide the Right Level of Help Text ... 56
  • 3.4 ... Interaction with Existing Dynamic Actions ... 57
  • 3.4.1 ... Limitations of Dynamic Actions ... 58
  • 3.4.2 ... Current Landscape ... 58
  • 3.4.3 ... The Alternative to Dynamic Actions ... 59
  • 3.4.4 ... Options for Dealing with Existing Dynamic Actions ... 60
  • 3.4.5 ... Migrating to the Decoupled Framework ... 61
  • 3.5 ... Summary ... 62
  • 4 ... HCM Processes and Forms Projects ... 63
  • 4.1 ... Considerations before Starting HCM Processes and Forms Projects ... 63
  • 4.1.1 ... ASAP Methodology: Great for Payroll, Not Forms ... 63
  • 4.1.2 ... Why HCM Processes and Projects Are Different ... 64
  • 4.2 ... High-Level Project Plan ... 64
  • 4.2.1 ... Project Preparation ... 64
  • 4.2.2 ... Blueprint/Realization and Feedback Loops ... 66
  • 4.3 ... Testing ... 69
  • 4.4 ... Piloting ... 70
  • 4.4.1 ... Benefits of a Piloting Phase ... 71
  • 4.4.2 ... Considerations for a pilot project ... 71
  • 4.5 ... Rollout and Go-Live Support ... 71
  • 4.5.1 ... The “Hypercare “ Window ... 72
  • 4.6 ... Summary ... 72
  • 5 ... Getting Started ... 73
  • 5.1 ... Overview ... 73
  • 5.2 ... New Client Setup ... 74
  • 5.2.1 ... Business Functions ... 74
  • 5.2.2 ... User Interface Activation ... 76
  • 5.2.3 ... Reference Number Ranges ... 77
  • 5.3 ... Records Management/Case Management Setup ... 79
  • 5.3.1 ... Records Management ... 80
  • 5.3.2 ... Case Management ... 81
  • 5.4 ... Process Status Setup ... 84
  • 5.5 ... Workflow Setup ... 86
  • 5.5.1 ... Cross-Process Workflow Event Linkage Activation ... 86
  • 5.5.2 ... Setting HCM Processes and Forms–Specific Tasks as General ... 89
  • 5.6 ... Sample Processes ... 91
  • 5.7 ... Summary ... 94
  • 6 ... Process Design ... 97
  • 6.1 ... Overview ... 97
  • 6.2 ... Initial Process Configuration Steps ... 98
  • 6.2.1 ... Process Validity ... 100
  • 6.2.2 ... Processes for Multiple Employees ... 103
  • 6.2.3 ... Workflow Template Assignment ... 104
  • 6.2.4 ... Process Initiator Roles ... 105
  • 6.2.5 ... Process Groups ... 107
  • 6.2.6 ... Collisions ... 108
  • 6.2.7 ... Frequency Restrictions ... 111
  • 6.3 ... Form Scenario Definition ... 112
  • 6.3.1 ... Form Scenario Fields ... 116
  • 6.3.2 ... Form Definition ... 121
  • 6.3.3 ... Scenario Steps ... 123
  • 6.3.4 ... Backend Services ... 125
  • 6.3.5 ... SAP Service Fields ... 128
  • 6.3.6 ... Generic Service Fields ... 140
  • 6.4 ... SAP Termination Sample Process ... 146
  • 6.4.1 ... Multiple Forms/Form Scenarios for a Single Process ... 149
  • 6.4.2 ... Multiple Initiators ... 150
  • 6.4.3 ... Additional Information ... 150
  • 6.4.4 ... Transferring Fields between Form Scenarios ... 151
  • 6.4.5 ... Transferring Attachments ... 152
  • 6.5 ... Rules ... 153
  • 6.6 ... Message Mapping ... 156
  • 6.7 ... Miscellaneous Process Attributes ... 158
  • 6.7.1 ... Attachment Types ... 158
  • 6.7.2 ... Additional Information ... 159
  • 6.7.3 ... User Events ... 159
  • 6.8 ... HCM Process Testing ... 160
  • 6.8.1 ... Form Scenario Customizing Check ... 161
  • 6.8.2 ... Process Customizing Check ... 161
  • 6.8.3 ... Process Testing ... 163
  • 6.9 ... Summary ... 166
  • 7 ... Designing Adobe Forms ... 169
  • 7.1 ... Overview ... 169
  • 7.2 ... Adobe Livecycle Designer ... 170
  • 7.2.1 ... Menu Bar/Toolbar ... 172
  • 7.2.2 ... Hierarchy and Data View ... 172
  • 7.2.3 ... Object Library and Object Palette ... 174
  • 7.2.4 ... Script Editor ... 176
  • 7.2.5 ... Form Design Area ... 177
  • 7.3 ... Linking Data to the Form ... 178
  • 7.3.1 ... From Form to Database: Your Data’s Long, Strange Trip ... 179
  • 7.3.2 ... Data Binding ... 181
  • 7.4 ... Basic Scripting ... 184
  • 7.4.1 ... FormCalc vs. JavaScript ... 185
  • 7.4.2 ... Events ... 186
  • 7.4.3 ... Scripting Tips and Samples ... 188
  • 7.5 ... Lessons Learned in Form Design in HCM Processes and Forms ... 193
  • 7.5.1 ... Simplicity Should Be a Primary Consideration ... 194
  • 7.5.2 ... Subforms Are Your Best Friends ... 194
  • 7.5.3 ... Give It Up, ISR. You’re Embarrassing Yourself ... 195
  • 7.5.4 ... It’s Not Always About What You Show ... 195
  • 7.5.5 ... When In Doubt, Type It Out (Or Link to It) ... 196
  • 7.6 ... Summary ... 197
  • 8 ... Designing FPM Forms ... 199
  • 8.1 ... Getting Started by Copying an Existing Form ... 200
  • 8.1.1 ... Finding SAP Sample Forms and Making the Process Copy ... 200
  • 8.1.2 ... Copying the Form ... 201
  • 8.2 ... FPM Form Builder Environment ... 204
  • 8.3 ... Sections in Detail ... 205
  • 8.3.1 ... Toolbar ... 205
  • 8.3.2 ... General Settings ... 206
  • 8.3.3 ... UIBB Schema ... 207
  • 8.3.4 ... Repository Panel ... 208
  • 8.3.5 ... Preview Panel ... 209
  • 8.4 ... Adding Elements to the Form ... 211
  • 8.4.1 ... Adding an Element from the Repository Panel ... 211
  • 8.4.2 ... Adding an Element from the Preview Panel Toolbar ... 212
  • 8.5 ... Field Types ... 212
  • 8.5.1 ... Scenario-Specific Fields ... 213
  • 8.5.2 ... General Form Fields ... 218
  • 8.6 ... Using Groups in Your Form ... 221
  • 8.6.1 ... Creating a Group ... 221
  • 8.6.2 ... Adding Elements to Your Group ... 222
  • 8.6.3 ... Moving Groups within the Form ... 222
  • 8.6.4 ... Group Limitations ... 223
  • 8.7 ... Summary ... 223
  • 9 ... Workflow in HCM Processes and Forms ... 225
  • 9.1 ... Workflow Background ... 225
  • 9.1.1 ... Benefits of SAP Business Workflow ... 226
  • 9.1.2 ... Basic Workflow Concepts ... 228
  • 9.2 ... Workflow in HCM Processes and Forms ... 231
  • 9.2.1 ... HCM Processes and Forms Workflow Parameters ... 232
  • 9.2.2 ... Delivered SAP Tasks for HCM Processes and Forms ... 238
  • 9.2.3 ... Workflow Templates ... 244
  • 9.2.4 ... Agents in HCM Processes and Forms ... 251
  • 9.2.5 ... Relationship between Workflow And Processes ... 255
  • 9.3 ... Summary ... 256
  • 10 ... User Interface Integration ... 257
  • 10.1 ... Available Options for HCM Processes and Forms UI ... 258
  • 10.1.1 ... Roles within the SAP NetWeaver Portal ... 258
  • 10.1.2 ... Roles within the SAP NetWeaver Business Client ... 260
  • 10.2 ... Enhancement Package 4 ... 261
  • 10.2.1 ... The “Magic” of the Start Application ... 262
  • 10.2.2 ... Employee Self-Service (ESS) ... 264
  • 10.2.3 ... Manager Self-Service ... 267
  • 10.2.4 ... HR Administrator ... 268
  • 10.3 ... Enhancement Package 5 ... 271
  • 10.3.1 ... Web Dynpro for ABAP Employee Self-Service Role ... 272
  • 10.3.2 ... Embedded Org Chart Visualization ... 273
  • 10.3.3 ... Manager Self-Service Add-On ... 275
  • 10.4 ... Enhancement Package 6 and HR Renewal 1.0 ... 276
  • 10.5 ... Inbox Options ... 276
  • 10.5.1 ... Universal Worklist (UWL) ... 277
  • 10.5.2 ... POWL Inbox ... 279
  • 10.6 ... A Tale of Two Start Applications ... 280
  • 10.6.1 ... ASR_PROCESS_EXECUTE_FPM ... 280
  • 10.6.2 ... ASR_PROCESS_EXECUTE_OVP ... 282
  • 10.7 ... Summary ... 283
  • 11 ... Securing Your HCM Processes and Forms ... 285
  • 11.1 ... Introduction ... 285
  • 11.2 ... Your Starting Point—Example Delivered Roles ... 286
  • 11.2.1 ... Considerations for Using SAP-Delivered Roles ... 286
  • 11.3 ... Designating Use of New Authorization Methods ... 287
  • 11.3.1 ... Options for Designation of Authorization Methods ... 287
  • 11.3.2 ... Designating Use of New Authorization Globally ... 287
  • 11.4 ... New Authorization Object P_ASRCONT ... 288
  • 11.4.1 ... Content Groups ... 289
  • 11.4.2 ... Setting Up Process Groups and Scenario Groups ... 291
  • 11.4.3 ... Attachment Types ... 293
  • 11.5 ... New HR Forms Authorizations: To Use or Not To Use? ... 293
  • 11.6 ... Alternative Authorization Method: HRASR00AUTH_CHECK BADI ... 294
  • 11.7 ... Guidelines for Use of HCM Forms Authorizations ... 294
  • 11.7.1 ... Start by Asking Questions during Blueprinting ... 295
  • 11.8 ... Recommendations ... 295
  • 11.9 ... Summary ... 296
  • 12 ... HCM Processes and Forms Administration ... 297
  • 12.1 ... SAP Case Management (Transaction “SCASE”) ... 297
  • 12.1.1 ... Anatomy of SCASE ... 298
  • 12.1.2 ... Case Searching and Viewing Results ... 299
  • 12.1.3 ... History Section ... 305
  • 12.2 ... Records Management (Transaction ORGANIZER) ... 305
  • 12.3 ... Other Administrative Tools ... 307
  • 12.3.1 ... Workflow Troubleshooting: Work Item Analysis ... 307
  • 12.3.2 ... HR Administrator’s Workbench ... 307
  • 12.4 ... Summary ... 308
  • 13 ... Other Use Cases for HCM Processes and Forms ... 309
  • 13.1 ... Multilingual Forms ... 309
  • 13.1.1 ... Implementation Impacts ... 310
  • 13.1.2 ... HCM Processes and Forms Translation How-To ... 311
  • 13.2 ... Delivering HCM Processes and Forms to Mobile Devices ... 317
  • 13.2.1 ... SAP Sybase Unwired Platform (SUP) ... 317
  • 13.2.2 ... Skymobile (Sky Technologies) ... 318
  • 13.2.3 ... Kairos (Aragon HR) ... 318
  • 13.2.4 ... Mobile Workplace (3i) ... 318
  • 13.3 ... Offline Form Completion ... 319
  • 13.4 ... Summary ... 319
  • 14 ... Resources ... 321
  • 14.1 ... Google ... 321
  • 14.2 ... SAP Community Network ... 322
  • 14.3 ... SAP Help Portal ... 323
  • 14.3.1 ... Tutorial ... 323
  • 14.4 ... SAP Service Marketplace ... 323
  • 14.4.1 ... Media Library ... 324
  • 14.4.2 ... SAP Notes ... 324
  • 14.5 ... Subscription Services ... 325
  • 14.5.1 ... HR Expert Online ... 325
  • 14.5.2 ... SAP User Groups ... 325
  • ... Appendices ... 327
  • A ... SAP Delivered Example Forms ... 329
  • B ... Generic Services ... 333
  • C ... The Authors ... 335
  • ... Index ... 337



Product Reviews


Showing reviews 1-4 of 12 | Next

  1. Be cautious of what you expect

    Posted by Ambarish Das on Mar 23rd, 2014

    This is a very good book for one of the SAP's latest framework in HCM suite. A good book for just initiated ones. But this book does not cover technical details (programming) that may be needed to realize client requirements. That kind of a book is yet to come to be honest.

    But for this fact, this is a very good book to start working with if your business is looking to work on HCM processes/forms. Once a more technical book is available it should be paired up with this one.


  2. Good book for functional consultant

    Posted by Anonymous on Feb 6th, 2014

    Good book for functional consultant.


  3. Good Book - Lack Technical overview

    Posted by Anonymous on Dec 18th, 2013

    Good Book - Lack Technical overview , Hope next edition will have in detail analysis.


  4. Good for thinking a new implementation

    Posted by Ricardo meira on Oct 24th, 2013

    The author makes this theme so easy to understand and implement. It helped me a lot here in my project.


Showing reviews 1-4 of 12 | Next

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