SAP Cloud Reference Systems. Scenario Outline. Workforce Administration

Transcription

1 SAP Cloud Reference Systems Scenario Outline Workforce Administration

2 Content Scenario Overview Business Scenarios in a Reference System Introduction Typical Usage Process Illustration Usage Example 1: Hire Employee Usage Example 2: Administer Resources Usage Example 3: Find Resources Usage Example 4: Transfer Employee Usage Example 5: Terminate Relationship with Employee Usage Example 6: Administer Personnel File 2012 SAP AG. All rights reserved. 2

3 Scenario Overview Business Scenarios in a Reference System Introduction Typical Usage

4 Business Scenarios in a Reference System In a Reference System, you can experience how a business scenario meets specific requirements of a typical midsize company. For hands-on experience, you can take advantage of the business scenario document, which guides you through the process with detailed step-by-step instructions. The following slides outline and illustrate the individual process steps of a business scenario as it has been realized in the model company Almika SAP AG. All rights reserved. 4

5 Introduction (1 of 2) Workforce Administration Scenario Introduction The Workforce Administration business scenario is designed to efficiently manage and execute all employee-related tasks. Depending on the solution scope you require, there are two approaches to deal with personnel data: People Master Data Management is the lean way to administer basic master data for your employees and service agents if HR is not in your scope. These employees can be staffed to projects and they can record their working times using Employee Self-Services (ESS). The reference company does not use People Master Data Management, but Personnel Administration. Therefore, this variant is not covered in the documentation SAP AG. All rights reserved. 5

6 Introduction (2 of 2) Workforce Administration Personnel Administration enables you to maintain the full set of employee- and employment-related data according to country-specific regulations if HR is in your scope. HR administrators can manage personnel events such as hiring employees, transferring them within the organization, terminating the relationship with employees, rehiring employees and hiring service agents as employees. Personnel files can be accessed and updated by HR administrators, employees or employee managers to change personnel data. The reference company uses HR functions to administer its workforce, thus our documentation focuses on this variant SAP AG. All rights reserved. 6

7 Typical Usage (1 of 2) Workforce Administration Hire Employee A candidate accepts a position in the reference company. The HR administrator enters the candidate s personal, employment, time, compensation and payroll details into the system. In addition, the HR administrator sets up a user account with the relevant authorizations and grants system access on the first day of work. Administer Resources The resource manager maintains the new hired employee s resource profile, which includes his or her skills and earliest availability date information as well as related documents such as certificates and resumes. Find Resources The resource manager receives a resource request from the project manager for the purpose of an internal project staffing. By searching according to the requested skills and availabilities, the resource manager finds the suitable resources and communicates the result to the project manager SAP AG. All rights reserved. 7

8 Typical Usage (2 of 2) Workforce Administration Transfer Employee The management informs the HR administrator that an employee is transferring to a different position and department with a salary increase. performs the employee s transferring event within the system. Terminate Relationship with Employee An employee decides to leave the company. terminates the working relationship between employee and company in the system and determines the date when the corresponding system user is to expire. Administer Personnel File centrally maintains employee- and employmentrelated data in the system. In addition, employees and their line managers are able to maintain employee-related data in a decentralized way by using Employee Self-Services (ESS) or Manager Self-Services (MSS), respectively SAP AG. All rights reserved. 8

9 Process Illustration Usage Example 1: Hire Employee Usage Example 2: Administer Resources Usage Example 3: Find Resources Usage Example 4: Transfer Employee Usage Example 5: Terminate Relationship with Employee Usage Example 6: Administer Personnel File

10 Workforce Administration Hire Employee Process Role Work center Form Financial Posting Enter Personnel Data for New Hire Enter Time Date for New Hire Enter Compensation Data for New Hire Enter Payroll Data for New Hire Maintain User and Authorization for New Hire enters the new hire s personal information. maintains the new hire s employment data. attaches documents for the new hire. defines the time recording method for the new hire. assigns the work schedule to the new hire. assigns time accounts to the new hire. assigns the compensation structure and grade to the new hire. defines a detailed compensation component amount for the new hire. assigns a pay group to the new hire. maintains tax data for the new hire. maintains social insurance data for the new hire. maintains user settings for the new hire. maintains the data and work centers which are allowed to be accessed by the new hire. HR Administrator HR Administrator HR Administrator HR Administrator HR Administrator Personnel Administration Time Administration Compensation Personnel Administration Application and User Management 2012 SAP AG. All rights reserved. 10

11 Workforce Administration Administer Resources Process Role Work center Form Financial Posting Administer Resource Profile The resource manager enters the skills profile and earliest availability date for the new hired employee. In addition, the resource manager uploads documents containing further information about qualification and suitability, resumes and so on. Resource Manager Resource Management 2012 SAP AG. All rights reserved. 11

12 Workforce Administration Find Resources Process Role Work center Form Financial Posting Find Resources The resource manager searches for the most suitable resources according to the requested availability and skills. The availability check takes the existing project assignment into consideration. Resource Manager Resource Management 2012 SAP AG. All rights reserved. 12

13 Workforce Administration Transfer Employee Process Role Work center Form Financial Posting Perform Employee Department Transfer performs an employee transfer in the system and updates related data (e.g. new organizational unit, new job description, agreed working hours, etc.). Review Compensation Data for Employee Transfer reviews the transferee s compensation profile and makes necessary changes due to the transfer (e.g. increase the employee s base salary). HR Administrator HR Administrator Personnel Administration Compensation 2012 SAP AG. All rights reserved. 13

14 Workforce Administration Terminate Relationship with Employee Process Role Work center Form Financial Posting Terminate Working Relationship with Employee performs the employee working relationship termination in the system and updates related data (e.g. last working day, termination type and termination reason). Review Time Data for Employment Termination reviews the time profile of the employee who is leaving and makes necessary changes (e.g. payout time account balance). HR Administrator HR Administrator Personnel Administration Time Administration 2012 SAP AG. All rights reserved. 14

15 Workforce Administration Administer Personnel File Process Role Work center Form Financial Posting Update Private Contact Data using Employee Self-Services (ESS) Update Payment Information using ESS Update Reimbursement Settings using ESS Edit Payments to Additional Bank Accounts using ESS * Update Employee s Work Contact Data w/ Manager Self-Service Update Employee s Biographical Information Centrally After the relocation, the employee updates his or her private contact data using the Self- Service functions. The employee updates his or her personal payment information (e.g. payment method, bank account data, etc.) using the Self- Service functions. The employee changes his or her travel expense setting from the main payment to a different setting using the Self-Service function (e.g. from bank transfer to check or from one bank account to another). The employee defines part of his or her payments to be transferred to another bank account (e.g. debit card) using the Self-Service functions. * US only The manager updates employee s workplace contact data on behalf of his or her subordinate. The employee informs the HR administrator of a change in marital status. The HR administrator accesses the employee s personnel file and updates his or her biographical data. Employee Employee Employee Employee Manager HR Administrator Home Home Home Home Managing My Area Personnel Administration 2012 SAP AG. All rights reserved. 15

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