Table of Contents

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Introduction
17
PART I Basic Principles
21
1 Overview of SAP ERP HCM
23
1.1 SAP ERP HCM as an Integrated Component of SAP ERP and the SAP Business Suite
23
1.2 SAP ERP HCM Components
25
1.3 Personnel Master Data
27
1.3.1 Basic Structure
28
1.3.2 Maintaining and Displaying Master Data
29
1.3.3 Integration into Personnel Planning and Development
33
1.4 Conclusion
34
2 Organizational Management
35
2.1 Business Foundations
35
2.2 The Process in SAP ERP HCM
36
2.2.1 Basic Terms
36
2.2.2 Selecting Object Types and Relationships
42
2.2.3 Status Administration
46
2.2.4 Evaluation Paths
47
2.2.5 Organizational Structure
48
2.2.6 Task Catalog
50
2.2.7 Maintenance Interface
53
2.2.8 Organizational Management as a Basis for Planning and Development
61
2.2.9 Organizational Management as the Basis for Personnel Administration
63
2.3 Implementation in SAP ERP HCM
66
2.3.1 Maintaining the Organizational Structure
66
2.3.2 Maintaining Structures
75
2.3.3 Maintaining the Matrix Organization
77
2.3.4 Selected Infotypes
80
2.3.5 Creating Individual Evaluation Paths
82
2.3.6 Creating Object Types
83
2.3.7 Expanding and Creating Infotypes
90
2.3.8 Adjusting the Maintenance Interface
93
2.3.9 Working with Different Plan Versions
98
2.3.10 Reports in Organizational Management
100
2.3.11 Transporting Structures
105
2.4 Process Examples
106
2.4.1 Creating New Positions with the Application Process
106
2.4.2 Scenario Planning
108
2.5 Critical Success Factors
110
3 Role Concept in SAP ERP HCM
111
3.1 Meaning of the Role Concept
111
3.2 Implementation of the Role Concept
112
3.2.1 Definition of Roles in the System
112
3.2.2 Assignment of Roles in the System
115
3.2.3 Connection between Role and User
117
3.3 Authorizations in SAP ERP HCM
118
3.3.1 Central Authorization Objects
119
3.3.2 Structural Authorization Check
123
3.3.3 Special Concepts in HCM Authorization
129
3.3.4 Context-Dependent Authorization Check
135
3.4 Critical Success Factors
137
4 SAP NetWeaver Portal in SAP ERP HCM
139
4.1 Basic Principles of SAP NetWeaver Portal
140
4.1.1 User Management
140
4.1.2 Components of Portal Applications
141
4.2 Business Packages in SAP ERP HCM
142
4.2.1 Employee Self-Services (ESS)
143
4.2.2 Manager Self-Services (MSS)
144
4.3 Reporting in the Portal
144
4.4 Conclusion
145
5 SAP Business Workflow
147
5.1 Features and Interactions
147
5.2 Integrating Workflows in SAP ERP HCM
148
5.3 Workflow Builder
149
5.4 Default Elements in Personnel Planning and Development
151
5.5 Processor Search
152
5.6 Critical Success Factors
152
6 Queries in SAP ERP HCM
155
6.1 Introduction
155
6.1.1 Structure and Technology of Queries
155
6.1.2 Logical Databases in SAP ERP HCM
157
6.2 Implementation in SAP ERP HCM
158
6.2.1 Use and Deployment Areas of Query in Personnel Planning and Development
158
6.2.2 Using SAP Query
159
6.2.3 Ad-hoc Query
161
6.2.4 Ad-hoc Query vs. SAP Query
163
6.3 Critical Success Factors
163
PART II Talent Management
165
7 Introduction to Talent Management
167
7.1 What is Talent Management
167
7.1.1 Defining the Target Groups
167
7.1.2 Areas of Talent Management
168
7.1.3 Design Framework of Talent Management
168
7.2 Talent Management in SAP ERP HCM
169
7.2.1 Parts
170
7.2.2 Enhanced Job Architecture
173
7.2.3 Infotypes
174
7.2.4 Prerequisites for Usage
175
7.3 Conclusion
176
8 Skill Management
177
8.1 The Process in SAP ERP HCM
177
8.1.1 Qualifications Catalog
177
8.1.2 Profiles
181
8.1.3 Reports
183
8.1.4 Integration
184
8.2 Implementation in SAP ERP HCM
186
8.2.1 Basic System Settings
186
8.2.2 Maintenance of the Qualifications Catalog
190
8.2.3 Working with Profiles
194
8.2.4 Central Control
200
8.3 Decentralized Skill Maintenance Sample Process
202
8.4 Critical Success Factors
203
9 Appraisal and Objectives
207
9.1 The Process in SAP ERP HCM
207
9.1.1 Functional Scope
207
9.1.2 Appraisal and Objective Setting Process
208
9.1.3 Integration
213
9.2 Implementation in SAP ERP HCM
215
9.2.1 Basic Customizing Settings
215
9.2.2 Customizing in the Catalog for Appraisal Templates
217
9.2.3 Business Server Pages
237
9.2.4 Creating Appraisal and Objective Settings
239
9.2.5 Reporting
242
9.3 Innovations in Enhancement Package 4
246
9.3.1 New User Interface with Web Dynpro ABAP
247
9.3.2 Cascading Goals
248
9.3.3 Team Calibration and Compensation
249
9.3.4 Integration with SAP Enterprise Learning
251
9.4 Critical Success Factors
252
10 Training and Event Management and SAP Learning Solution
255
10.1 Business Foundations
255
10.1.1 Forms of E-Learning
256
10.1.2 When Can E-Learning Be Used Effectively
257
10.1.3 Advantages of E-Learning
260
10.1.4 The Strategic Importance of E-Learning
261
10.2 Learning Management Systems
262
10.3 Design of Training and Event Management in SAP ERP HCM
263
10.3.1 Training and Event Management Structure
264
10.3.2 Dynamic Menus
267
10.3.3 Integration of Training and Event Management
272
10.4 Implementation in SAP ERP HCM
288
10.4.1 Setting Up the Training Catalog
288
10.4.2 Planning in Training and Event Management
302
10.4.3 Daily Activities
311
10.4.4 Follow-Up Processing of Courses
322
10.4.5 ESS in Training and Event Management
326
10.5 Sample Process: Paperless Training and Event Management
326
10.6 Critical Success Factors
329
10.7 SAP Learning Solution
329
10.7.1 The SAP Research Project in the Area of Learning
329
10.7.2 Features of the Service
330
10.7.3 Integration of SAP Learning Solution with SAP ERP HCM
338
10.7.4 Innovations in Enhancement Package 4
342
10.7.5 Sample Processes for E-Learning
348
10.7.6 Project Development
360
10.7.7 Critical Success Factors
362
11 SAP E-Recruiting
365
11.1 Business Principles
365
11.1.1 Goals of the Recruitment Process
365
11.1.2 Goals of Succession Planning
366
11.1.3 Recruitment Media
366
11.1.4 Managing the Application Process
369
11.1.5 Applicant Selection
371
11.1.6 Recruitment Controlling
372
11.1.7 Internet Recruiting
373
11.2 Specific Features of E-Recruiting
374
11.2.1 War for Talent
375
11.2.2 Sourcing and Retention
375
11.2.3 Controlling Recruitment Processes
376
11.2.4 Processes and Organization
376
11.2.5 Recruitment Service Providing
377
11.2.6 Technology
377
11.3 The Process of Recruitment in SAP ERP HCM
378
11.3.1 Overview
378
11.3.2 Processes and Roles of Recruiting
380
11.3.3 Requisitions
382
11.3.4 Process Templates
386
11.3.5 Questionnaires
388
11.3.6 Additional Important Terms
394
11.4 The Process of Succession Planning in SAP ERP HCM
396
11.4.1 Overview
396
11.4.2 Processes and Roles of Succession Planning
397
11.5 Roles in SAP E-Recruiting
402
11.5.1 The External Candidate
402
11.5.2 The Internal Candidate
414
11.5.3 The Manager
414
11.5.4 The Recruiter
416
11.5.5 The Administrator
420
11.5.6 Succession Planner
421
11.6 Customizing and Technology
422
11.6.1 Technical Settings
422
11.6.2 Basic Settings
422
11.6.3 Talent Warehouse
423
11.6.4 Applicant Tracking
424
11.6.5 Activities
425
11.6.6 Questionnaires
427
11.6.7 Requisition Management
427
11.6.8 Additional Technical Issues
427
11.7 Additional Innovations in Enhancement Package 4
428
11.8 Critical Success Factors
428
12 Enterprise Compensation Management
431
12.1 Overview
431
12.1.1 Options of Enterprise Compensation Management
431
12.1.2 Integration
432
12.2 Compensation Administration
432
12.3 Long-Term Incentives
434
12.4 Budgeting
435
12.5 Job Pricing
436
12.6 Conclusion
437
PART III Personnel Planning and Analytics
439
13 Personnel Planning Process
441
13.1 An Approach to Integrated Personnel Planning
441
13.1.1 Elements of Personnel Planning
442
13.1.2 Dividing Tasks Between Central and Local Planning Steps
445
13.1.3 Integrating Central and Local Planning Steps
447
13.1.4 Local Tasks
447
13.1.5 Central Tasks
448
13.2 An Overview of the Personnel Planning Process
448
13.2.1 Basic Principles of Personnel Planning
448
13.2.2 Personnel Planning Process Outline
449
13.2.3 Risk Management
450
13.3 Conclusion
451
13.3.1 Role-Specific Access
451
13.3.2 Content Requirements
451
14 Position and Quota Planning
453
14.1 The Process in SAP ERP HCM
453
14.1.1 Planning at Position Level
453
14.1.2 Quota planning
456
14.1.3 Openness for Enhancement and New Structures
457
14.2 Implementation in SAP ERP HCM
457
14.2.1 Relevant Infotypes
457
14.2.2 Reports Based on Positions
460
14.2.3 Quota Planning
462
14.3 Process Examples
463
14.3.1 Risk Management
463
14.3.2 Structuring the Job Index
464
14.4 Critical Success Factors
465
15 Personnel Cost Planning and Simulation
467
15.1 Integration with Other Components
468
15.2 Processes of Personnel Cost Planning
469
15.3 Planning Preparation
470
15.3.1 Defining a Planning Context
471
15.3.2 Defining a Planning Scenario
471
15.3.3 Defining Cost Items
472
15.4 Data Collection
472
15.4.1 Technical Correlation of Wage Type, Symbolic Account, and Cost Item
472
15.4.2 Data Collection for Employees
474
15.4.3 Defining Your Own Data Collection Methods
476
15.4.4 Example of a Data Collection
477
15.4.5 Data Collection for Organizational Objects
478
15.4.6 Follow-Up Processing of Collected Data
479
15.5 Creating and Managing Personnel Cost Plans
480
15.5.1 Executing a Planning Run
480
15.5.2 Customizing of the Planning Run
482
15.6 Planning by the Person Responsible for Costs
483
15.7 Planning by the Cost Planner
484
15.8 Transferring the Cost Plan to Controlling
484
15.9 Reporting
485
15.9.1 Reporting in SAP ERP HCM
485
15.9.2 Reporting in SAP NetWeaver BW
486
15.10 Available Standard Roles for Cost Planning
488
15.11 BAdIs in Cost Planning
488
15.11.1 BAdIs in Data Collection
488
15.11.2 BAdIs in the Cost Planning Run
488
15.11.3 BAdI in Detail Planning
489
15.11.4 BAdI for Posting to Accounting
489
15.12 Critical Success Factors
489
16 Analysis of Personnel Planning and Development Using SAP NetWeaver BW
491
16.1 Introduction to SAP NetWeaver BW
491
16.2 Creating Evaluations with the BEx Query Designer
494
16.3 Reporting Using the BEx Analyzer
499
16.4 Reporting in the Portal Using the BEx Web Analyzer
502
16.5 BEx Web Application Designer
503
16.6 Business Content
504
16.6.1 Strategic Personnel Management
505
16.6.2 Organizational Management
505
16.6.3 Personnel Development
506
16.6.4 Personnel Cost Planning
506
16.6.5 Training and Event Management and SAP Learning Solution
507
16.6.6 Performance Management
507
16.6.7 Enterprise Compensation Management
508
16.6.8 Talent Management
510
16.6.9 E-Recruiting
511
16.7 Conclusion
512
17 SAP Strategic Enterprise Management
513
17.1 Basic Principles
513
17.1.1 Business Foundations
513
17.1.2 Problem Areas
514
17.2 SAP SEM System Modules
514
17.2.1 Business Planning and Simulation (SEM-BPS)
515
17.2.2 Business Consolidation (SEM-BCS)
515
17.2.3 Strategy Management (SEM-SM)
515
17.2.4 Performance Measurement (SEM-PM)
516
17.2.5 Stakeholder Relationship Management (SEM-SRM)
517
17.3 Relevance to Personnel Management
517
17.4 Conclusion
517
Appendices
519
A Infotypes in Personnel Planning and Development
521
B Reports in Organizational Management
537
C Authorization Objects
541
D BAdIs in the Appraisal and Objectives Component
543
E Explanations for Process Models
545
F Recommended Reading
549
G The Authors
551
Index
553