PRINCIPAL INDUCTION SAP TRAINING

Transcription

1 PRINCIPAL INDUCTION SAP TRAINING Presented by Technology Learning Center ACCESSING SAP SAP is accessed through the Employee Portal ACCESSING SAP 1

2 NAVIGATING IN SAP Depending on the roles you have assigned to you in SAP, you may have all SAP modules or fewer modules. Everyone starts on the HOME tab in SAP The Universal Worklist is where Principals go to approve certain items including Shopping Carts and Budget Transfers BACKEND LANDSCAPE This tab is where individuals who know SAP transaction codes might navigate through SAP using the ECC WEB link. This section is available for SAP power users. EMPLOYEE SELF SERVICE This tab is available to all MDCPS employees. This is where employees may update their address and phone numbers. This section also allows employees to see their pay stubs and benefit elections. 2

3 E-RECRUITING Schools may Request Requisitions to advertise open and funded positions at their locations. Schools may also select view all the candidates that have applied. Schools may conduct interviews, check for eligibility, and hire a candidate. ACTIVITY # 1 Log into the Employee Portal Click on the SAP link On the Universal Worklist, click on the SAP/ERP Training Resources link Navigate to the Hiring Manager Candidate Selection Tutorial Click on Standard Tutorial to launch it Follow along with Instructor HUMAN RESOURCES This section is the brains of SAP. It includes employee information including certification, license, work history (dating back to 2009) 3

4 HUMAN RESOURCES Change of positions Transfers Additional Assignments Terminations Update interchangeable job code on vacant instructional positions ACTIVITY # 2 Navigate to the HR Training Tab Launch the tutorial for Position Control List Report Tutorial Navigate to the Transition from PERS to SAP/HR site Launch the Employee Inquiry Report Tutorial Navigate back to the HR Training Tab PAYROLL This section is where payroll specialist at your location enter the payroll for your school This is also where you approve the payroll and run reports to see if you have approved all your payroll. 4

5 ACTIVITY # 3 Navigate to the PY Training Tab Launch the Approve Time F/T Instructional Tutorial Launch the Approve All Prior Periods and Current & Prior Miscellaneous Transactions Tutorial Launch the Approving Prior Pay Period Corrections made to Substitutes and Overtime Worked at a Different Location Tutorial Launch Running the Timesheet/Payroll Approval Status Report Tutorial PROCUREMENT This is where you school can shop for materials through the use of catalogues or describe requirements. Your approval of shopping carts is done at the Universal Worklist ACTIVITY # 4 Navigate to the FI Training Tab Launch the Approve Shopping Cart Tutorial Launch the Approve PO Invoice Webcycle Tutorial Launch the How to Add a Substitute Tutorial 5

6 FINANCE The Finance section allows you to Create Funds Reservations that then require an Earmarked Check Request to pay the vendors. FINANCE AP Workflow and Check Request is where you may create the Earmarked Check Requests against any Funds Reservation you already have in the system. It is also where you request the Funds 9 checks. This section is also where your school pays for the JV credit card Budget Transfers are also created in this section of SAP. ACTIVITY # 5 Launch Budget Availability Analysis Report Tutorial 6

7 REPORTS The reports tab contains report related to any module in SAP. The most important to a principal is under the HR link which is the Position Control Report which lists all the positions (Vacant and Occupied). REPORTS HR: Position Control List Substitute Locator Eligibility Report Employee Directory Employee Inquiry Payroll Display Working Times Display Absence Quota Timesheet/Payroll approval Status Report Report on Various Substitute Teacher Location REPORTS Procurement Open Purchase Order Report Open Shopping Carts Approved Shopping Cart Report Finance Budget Availability Substitute Teachers Expenditure Analysis Discretionary Balance by Location 7

8 HELP If you encounter issues with the SAP system, write a HEAT ticket and make sure to use the ASK ITS a Question from the drop-down option You may also refer back to the SAP/ERP Training Resources link and launch an interactive tutorial 8