Table of Contents

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Acknowledgments
19
1 Introduction
23
1.1 What This Book Will Cover
27
1.2 What This Book Does Not Cover
30
1.3 Systems Used to Describe the Configuration
30
1.4 Assumptions, Prerequisites, and Disclaimer
30
1.5 Standard Functionalities—Out of the Box Versus Alternatives
32
1.5.1 Standard Functionalities
32
1.5.2 Employee Self-Services (ESS)
33
1.5.3 Manager Self-Services (MSS)
33
1.5.4 Alternatives
34
1.5.5 Configuration through the SAP NetWeaver Development Studio (NWDS)
34
1.5.6 Configuration through the SAP NetWeaver Portal
34
1.5.7 Configuration through the Backend System
34
1.6 Enhancement Package Concept
35
2 SAP NetWeaver Portal
39
2.1 Web-Enabling HCM Self-Services through SAP NetWeaver Portal
40
2.1.1 System Patches
41
2.1.2 Functionalities Provided by SAP in the Standard Product
43
2.2 Introduction to Portal Objects: iViews, Pages, Worksets, and Roles
46
2.2.1 iViews
47
2.2.2 Pages
47
2.2.3 Worksets
48
2.2.4 Roles
48
2.3 Setting Up the Portal Content Directory
48
2.3.1 Linking Objects
49
2.3.2 Folders Setup
49
2.4 Object Properties
52
2.4.1 iViews
52
2.4.2 Pages
54
2.4.3 Worksets
57
2.4.4 Roles
58
2.5 Creating Quick Links
59
2.6 How to Transport Objects
59
2.6.1 Transporting with SAP NetWeaver Development Infrastructure (NWDI)
59
2.6.2 Transporting Manually
60
2.7 Portal Layout
61
2.8 Languages and Portal Translation
61
2.8.1 Language
62
2.8.2 Portal Translation
63
2.9 Work Protect Mode
67
2.10 Other Technical Considerations
68
2.10.1 Browser in Use
68
2.10.2 Business Server Pages (BSP) Activation
69
2.10.3 Portal Sizing
70
2.10.4 Population in Scope
71
2.10.5 Portal Help
71
2.10.6 Portal Troubleshooting and Debugging
71
2.10.7 Active Component Framework (ACF)
72
2.10.8 Internet Graphical Server (IGS)
73
2.10.9 Adobe Document Server (ADS)
73
2.10.10 Universal Worklist (UWL) Checklist
73
2.11 Conclusion
74
3 Backend Configuration
75
3.1 Homepage Framework
75
3.2 Object and Data Provider (OADP)
77
3.3 Internal Service Requests (ISR)
78
3.4 Homepage Framework Configuration
78
3.4.1 Preparing for Configuration
79
3.4.2 Implementation Guide Access
80
3.4.3 Define Resources
81
3.4.4 Define Headers and Area Group Pages
85
3.4.5 Define Areas
87
3.4.6 Define Subareas
91
3.4.7 Define Services
92
3.4.8 Mapping between SAP ERP and SAP NetWeaver Portal Configuration
102
3.5 Object and Data Provider (OADP) Configuration
103
3.5.1 Implementation Guide Access
103
3.5.2 Transfer Existing Customizing Settings
104
3.5.3 Object Provider
105
3.5.4 Data Provider
110
3.5.5 Define Organizational Structure Views
118
3.6 Internal Service Request (ISR) Configuration
120
3.6.1 Implementation Guide Access
120
3.6.2 Definition of Scenarios with Specific Customizing
120
3.6.3 HCM Processes and Forms
125
3.7 Conclusion
128
4 Background Information on Self-Services Configuration
129
4.1 Introduction to Employee Self-Services Configuration
129
4.1.1 Download Business Packages
129
4.1.2 From Internet Transaction Server (ITS) to Web Dynpro
130
4.1.3 Different Releases from Employee Self-Services
132
4.1.4 Past Configuration Options
133
4.1.5 Self-Services (New) Functionalities
134
4.1.6 Access to the Employee Self-Services Configuration
135
4.2 Introduction to Manager Self-Services Configuration
136
4.2.1 Download Business Packages
137
4.2.2 Manager Self-Services and the Enhancement Packages
138
4.2.3 Different Releases from Manager Self-Services
138
4.2.4 Access to the Manager Self-Services Configuration
141
5 Employee Self-Services Configuration
145
5.1 Address Book: Who’s Who
145
5.1.1 Selection and Output
146
5.1.2 Determine the Document Type
148
5.1.3 Maintain Settings
149
5.1.4 Refine Employee Search
150
5.1.5 Portal iView Who’s Who
151
5.2 Working Time: Leave Request
153
5.2.1 Processing Processes
153
5.2.2 Layout of the Web Application
163
5.2.3 Business Add-Ins (BAdIs)
168
5.3 Working Time: Team Calendar
169
5.3.1 Create Rule Groups
170
5.3.2 Specify Absences to Be Displayed
170
5.3.3 Specify Color Display of Absences
170
5.3.4 Select Employees
171
5.3.5 Define Layout of Team Calendar
172
5.3.6 BAdI: Control Processing of Leave Requests
173
5.4 Working Time: Time Accounts
173
5.4.1 Create Rule Groups
173
5.4.2 Specify Display of Absence Quotas
174
5.4.3 Specify Display of Attendance Quotas
174
5.4.4 Specify Calculation of Remaining Leave
174
5.4.5 Define Variant for Time Evaluation
175
5.4.6 Configure Output of Messages
176
5.4.7 Business Add-Ins (BAdIs)
176
5.5 Record Working Time
177
5.5.1 Set Up Data Entry Profiles
178
5.5.2 Define Field Selection
181
5.5.3 Select Allowed Absence Types
182
5.5.4 Record Working Time for Concurrent Employment
183
5.5.5 Approve Working Time
185
5.6 Working Time: Clock-In/Out Corrections
186
5.6.1 Processing Processes
187
5.6.2 Layout of the Web Application
202
5.6.3 Business Add-Ins (BAdIs)
210
5.7 Working Time: Time Statement
212
5.7.1 Enter the Name of HR Form for Time Statement
213
5.7.2 BAdI: Make Settings for Time Statement
214
5.8 Benefits and Payments: Semiretirement Simulation
215
5.8.1 Set Up a Semiretirement Model
216
5.8.2 Maintain Default Values for Semiretirement InfoType (Germany)
217
5.8.3 Enter Variant for Payroll Program
218
5.8.4 Enter HR Form Name
219
5.9 Benefits and Payment: Pension Rights Status
220
5.9.1 Maintain System Parameters
220
5.9.2 Statements
221
5.10 Benefits
238
5.10.1 Set Up ESS Parameters
238
5.10.2 Define URLs
239
5.10.3 Assign URLs to Benefit Plan Types
240
5.10.4 Assign URLs to Benefit Plans
241
5.10.5 Assign URLs to Investments
242
5.10.6 Implement Customer Enhancement for Estimating Contributions
243
5.10.7 Implement Customer Enhancement for Filling the Costs and Remarks
243
5.11 Salary Statement
244
5.12 Own Data
245
5.12.1 Background Information and Important Tables
245
5.12.2 Determine Active Subtypes and Make Settings
248
5.12.3 Reuse Country-Specific Applications
250
5.12.4 Change Default Start Date
250
5.12.5 Determine Fields for Business Cards on the Area Page
251
5.12.6 Foreign Address Settings
252
5.13 Additional Useful Information Regarding the Self-Services
255
5.13.1 Emergency Address
255
5.13.2 Country Field Set to Display Only
255
5.13.3 Delete Button Not Working in Self-Service
256
5.13.4 Additional Fields and Subtypes for the United States Family/Dependents InfoType
256
5.13.5 Multiple Data Record and Date Handling Enhancements
257
5.13.6 Past Date Handling
257
5.14 Career and Job
262
5.14.1 Qualification Catalog
262
5.14.2 Skills Profile
262
5.15 Equipment Overview
266
5.15.1 Edit Views
266
5.15.2 Specify the RFC Connection to the HCM System
267
5.15.3 Business Add-Ins
267
5.16 Travel Management
269
5.17 Company Information
269
5.18 Employee Self-Services User Exits
270
5.19 Alternatives and Additional Configuration
271
5.19.1 SAP NetWeaver Development Studio (NWDS)
272
5.19.2 Configuration as Alternative through SAP NetWeaver Development Studio (NWDS)
272
5.19.3 Configuration through Portal Personalization
274
5.20 Conclusion
277
6 Manager Self-Services Configuration
279
6.1 Object and Data Provider (OADP)
280
6.2 Working Time
280
6.2.1 Team Calendar
280
6.2.2 Attendance Overview
283
6.2.3 Approve Working Time
285
6.3 Employee Data
294
6.3.1 Define Wage Types for Annual Salary
294
6.3.2 Adjust Periods for Annual Salary
298
6.3.3 Filter Absence Records
298
6.4 Personnel Change Requests
298
6.4.1 SAP Recommendation
299
6.4.2 Define Employee Groupings
299
6.4.3 Define Change Request Types
300
6.4.4 Group Change Request Scenarios
301
6.4.5 Define Scenario Attributes
302
6.4.6 Define Reasons for Special Payments
302
6.4.7 Assign Wage Types to Special Payment Reasons
303
6.4.8 Set Up Workflows for Personnel Change Requests
304
6.4.9 Business Add-Ins
305
6.5 Recruitment
309
6.5.1 Overview of Manager Involvement in SAP E-Recruiting
309
6.5.2 Create an RFC Connection to the SAP E-Recruiting System
310
6.5.3 Assign SAP E-Recruiting System Names
310
6.6 Workforce Requirements
311
6.6.1 Table T77S0 Settings
311
6.6.2 BAdI: Transfer Planning Results to Accounting
312
6.7 Cost Center Monitor
312
6.7.1 Edit Administration Rules for Cost Center Variances
312
6.7.2 Edit Administration Rules for Cost Center Line Items
313
6.7.3 Execute Evaluations for Critical Cost Center Variances
314
6.7.4 Execute Evaluation for Cost Center Line Items
315
6.7.5 Delete Cost Center Line Items from the Display Set
316
6.7.6 Display Rules for Cost Center Variances per User
317
6.7.7 Display Rules for Cost Center Line Items per User
318
6.8 Internal Order Monitor
318
6.8.1 Edit Administration Rules for Order Variances
318
6.8.2 Edit Administration Rules for Order Line Items
319
6.8.3 Execute Evaluation for Critical Order Variances
320
6.8.4 Execute Evaluation for Order Line Items
321
6.8.5 Delete Order Line Items from the Display Set
322
6.8.6 Display Rules for Order Variances per User
323
6.8.7 Display Rules for Order Line Items per User
324
6.9 Profit Center Monitor
324
6.9.1 Edit Administration Rules for Profit Center Variances
324
6.9.2 Edit Administration Rules for Profit Center Line Items
325
6.9.3 Execute Evaluation for Critical Profit Center Variances
326
6.9.4 Execute Evaluation for Profit Center Line Items
327
6.9.5 Delete Profit Center Line Items from the Display Set
328
6.9.6 Display Rules for Profit Center Variances per User
329
6.9.7 Display Rules for Profit Center Line Items per User
330
6.10 Equipment Monitor
330
6.10.1 Edit Views
331
6.10.2 Specify the RFC Connection to the HCM System
333
6.10.3 Prepare Cost Determination
333
6.10.4 Execute Cost Determination
334
6.10.5 Business Add-Ins
335
6.11 Reporting
337
6.12 Internal Service Request (ISR)
337
6.13 Express Planning
338
6.13.1 Define Planning Scenario
338
6.13.2 Define Key Figure Prices
339
6.13.3 BAdI: Change Room Parameters
339
6.14 Employee Self-Services in Manager Self-Services
340
6.15 Performance Management: Objective Setting and Appraisal
341
6.15.1 Objective Setting and Appraisals without Enhancement Package 4
342
6.15.2 Objective Setting and Appraisals with Enhancement Package 4
345
6.16 Enterprise Compensation Management (ECM)
345
6.17 Additional Configuration
347
6.17.1 Generic iView for Lists
347
6.17.2 Internet Graphical Server (IGS)
349
6.17.3 Active Component Framework (ACF)
350
6.18 Conclusion
350
7 Reporting
351
7.1 Prerequisites
353
7.2 Report Types
353
7.3 Identifying the Technical Name of the Reports
354
7.3.1 HCM Reports Standard Naming Convention
354
7.3.2 A Quick Glance at the Standard HCM Reporting Offering
355
7.4 Payroll InfoTypes
356
7.4.1 Define Evaluation Wage Types
356
7.4.2 Assign Wage Types
357
7.4.3 Set Up Payroll InfoTypes
358
7.4.4 Set Up Assignment to Payroll
361
7.4.5 Program Fill Payroll InfoTypes (RPABRI00)
362
7.4.6 Access to Customer Payroll InfoType
364
7.4.7 Adding the Payroll InfoType into the Customer InfoSet
365
7.5 Manager Self-Services Configuration for Reporting
365
7.5.1 Manager Self-Services Powered by the Manager’s Desktop
366
7.5.2 Define Scenario-Specific Settings: Define Application Scenarios
367
7.5.3 Define Function Codes
368
7.5.4 Defining a Standard Report with a Function Code
370
7.5.5 Defining a SAP Query into a Function Code
371
7.5.6 Change the Description of Function Codes
373
7.5.7 Define the Structure of Function Codes
374
7.5.8 Homepage Framework Configuration
375
7.5.9 Adjusting iView Reporting Parameter Scenarios with Value ZMSS
377
7.5.10 Manager Self-Service Reporting Role
378
7.5.11 SAP NetWeaver Portal Alternative Configuration: Service Map iView
381
7.6 Integration Points
382
7.6.1 Integration with SAP NetWeaver Business Warehouse
382
7.6.2 Convert MDT Data to MSS Reporting Launch Pad
385
7.6.3 Employee Self-Services Who’s Who
386
7.6.4 Generic iView Template
386
7.6.5 InfoSets and Respective Switches
386
7.7 Authorization Consideration
388
7.7.1 Authorization Objects
388
7.7.2 Audit Reports
389
7.7.3 Log Report Starts
390
7.7.4 Data Tracking for Self-Services
391
7.7.5 Logged Changes in InfoType Data for Personnel Administration Data
399
7.7.6 Display Change Documents for Personnel Development Data
401
7.7.7 Event Linkage for Customer (Table T779X)
402
7.8 Additional Useful Reports
405
7.8.1 Repairing Data Sharing Inconsistencies (RPUFIXDS)
405
7.8.2 Find Inconsistencies in Time Constraints (RPUSCNTC)
408
7.8.3 Reconcile User Master with HR Master (ESS_USERCOMPARE)
409
7.8.4 Determine Approver (RPTREQAPPRCHK)
410
7.8.5 Personnel Numbers That Have to be Unlocked for Payroll Runs (HFIUCPL0)
411
7.8.6 Employee List (RPLMIT00)
412
7.8.7 InfoType Overview for Employee (RPLINFC0)
414
7.8.8 Converting SAPscript (OTF) or ABAP List Spool Jobs to PDF (RSTXPDFT4)
415
7.8.9 Test Process (RPASR_TEST_PROCESS_EXECUTION) for HR Forms
415
7.8.10 Test Program: Version Information (for Analysis Only) (FP_PDF_TEST_00)
415
7.9 Recommended Readings
416
7.10 Conclusion
416
8 Human Resources Administrator Role
419
8.1 Prerequisites
419
8.1.1 Enabling the Business Function
420
8.1.2 Authorization Objects for the HR Administrator Role
420
8.1.3 Human Capital Management Processes and Forms Assigned to the Administrator Role
420
8.2 User Interface
420
8.2.1 Logon
421
8.2.2 Employee Search
422
8.2.3 InfoType Maintenance
423
8.2.4 Reports
424
8.3 Access to the Administrator Role
425
8.3.1 Implementation Guide (IMG) Access
425
8.3.2 Portal Content Directory (PCD) Access
426
8.4 Configuration of the Administrator Role
427
8.4.1 Start Application for Processes and Determine Employee Groupings for Process Selection
428
8.4.2 Employee Data Maintenance
428
8.4.3 Set Up Reports
432
8.4.4 Delete Logs from the Application Log
440
8.4.5 Message Mapping
441
8.5 Conclusion
442
9 Workflow
443
9.1 Introduction
443
9.2 Basic Configuration
445
9.2.1 Prerequisites for Setting Up Workflow Processes
446
9.2.2 Configuring a Standard Workflow in a Human Capital Management Process
448
9.2.3 Adjusting the Customizing Configuration
453
9.2.4 Refreshing the Organizational Buffer
454
9.2.5 Receiving the Workflow Notification
455
9.3 Configuring a Substitution Rule
457
9.3.1 Substitution Rule through Workflow Agent Determination
457
9.3.2 Substitution Rule through the Organizational Assignment
458
9.3.3 Substitution Rule through the Business Workplace
458
9.3.4 Substitution Rule through the Universal Worklist
459
9.4 Troubleshooting
461
9.4.1 Standard Reports for Troubleshooting
461
9.4.2 Some Tips for Troubleshooting (Cheat Sheet)
463
9.5 Conclusion
465
10 User Management
467
10.1 User Management Engine (UME)
467
10.2 Lightweight Directory Access Protocol (LDAP)
468
10.3 SAP UserIDs
469
10.3.1 SAP UserID Definition
469
10.3.2 SAP UserID Attributes
469
10.3.3 SAP UserID Parameters
470
10.3.4 SAP UserID Mapping with Personnel Numbers
473
10.4 Portal UserIDs
474
10.4.1 Portal UserID Attributes
474
10.4.2 Portal User Groups
476
10.4.3 Lock Entries
477
10.5 Single Sign-On (SSO)
480
10.6 Conclusion
481
11 Authorizations
483
11.1 Prerequisites
483
11.1.1 Authorization Compliance
483
11.1.2 Legal Compliance
484
11.2 System Landscape Overview
485
11.3 SAP Notes
486
11.4 Backend Roles and Profiles
487
11.4.1 Authorization Profile for Employee Self-Services (ESS)
487
11.4.2 Authorization Profile for Manager Self-Services (MSS)
493
11.4.3 Authorizations Objects Involved
498
11.4.4 Role for Technical Users
499
11.4.5 Roles for Regular Users
499
11.4.6 Central User Administration (CUA)
500
11.4.7 InfoType Communication
502
11.4.8 Troubleshooting Authorizations
508
11.4.9 Standard Authorization Reporting
512
11.4.10 Portal Permissions
513
11.5 Conclusion
520
12 Conclusion
523
Appendices
525
A Appendices
525
A.1 Acronyms
525
A.2 SAP Notes
528
A.3 Transactions Cheat Sheet
539
A.4 Tables Cheat Sheet
540
A.5 Programs Cheat Sheet
542
A.6 Enhancement Package Checklist
543
A.7 Troubleshooting Guide
544
A.8 Recommended SAP Standard Courses
549
A.9 Recommended Readings
550
A.10 Social Media
552
A.11 SAP Communities
554
A.12 Recommended Events
556
A.13 Bibliography
557
B The Author
559
Index
561