Table of Contents

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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