PUBLIC

SAP Best Practices for SAP SuccessFactors

2020-11-12

Manage Company Structure (2OY)

© 2020 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN

Content

1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 System Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
2.2 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
2.3 Business Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

3 Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

4 Test Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4.1 View Company Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
4.2 View Employee Assignment in Company Structure (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
4.3 Create Organization Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.4 Update Organization Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
4.5 Deactivate Organization Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

5 Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
5.1 Update Position from Company Structure Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
5.2 Process Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Manage Company Structure (2OY)

2 PUBLIC Content
1 Purpose

This document describes how company structures can be managed within the SAP SuccessFactors Employee Central system. The Company Structure Overview module enables
companies to visualize the entire structure of the company in chart format. One or several views of the company structure can be provided for different target users. Furthermore,
customers can define the UI per defined company structure. For visualization of the structure of the company, use of MDF object types (for example, Business Unit, Division, Department)
and their relationships is made. Having the company structure definition in place, users can directly start transactions from it, for example creating new organization objects, editing
existing ones, or starting an action for an employee. Triggers for maintaining the company structure may include reorganization, mergers or acquisitions, expansion, renaming of
organization objects as part of restructuring measures, and so on.

Manage Company Structure (2OY)

Purpose PUBLIC 3
2 Prerequisites

● It is assumed that at least one company structure definition has been created during configuration and is available in the instance.
● It is assumed that concrete instances of organization objects, like business unit, division, and department, already exist in your Employee Central instance.

 Caution

For each process step, additional prerequisites might be needed. These are mentioned accordingly at the appropriate process step.

2.1 System Access

The test should be conducted with the following system and users.

Type of Data Name Details

System SAP SuccessFactors Employee Central <Provide details on how to access system, e.g. system client or URL>

Standard User HR Administrator <Provide Standard User Id and Password for test, if applicable>

2.2 Roles

For non-standard users, the following roles must be assigned in Employee Central to the system user(s) testing this scenario.

Business Role Permission Role Sample data

HR Administrator Make sure the role SFCC Super Admin (Company Structure) has been For testing purpose, you can log on as Super Admin and use the Proxy Now option to proxy as the user.
granted to the user.

Manage Company Structure (2OY)

4 PUBLIC Prerequisites
2.3 Business Conditions

Before you can test this scope item, the following business conditions must be met.

Business Condition Comment

To view a company structure, organization object instances must exist in your instance.

Optionally, in case Position Management has been implemented in your Employee Central In case the Position Management content has been deployed with the SAP Best Practices, you can refer to
instance: To view position(s) assigned to organization objects, positions must have been cre­ the appropriate steps in test script of scope item Manage Positions (FK1).
ated and already exist in the system.

Optionally, to view employee(s) assigned to organization objects, employees must have been In case the Core content has been deployed with the SAP Best Practices, you can refer to the appropriate
hired (or rehired) and already exist in the system. process step of scope item Manage Hire/Rehire (FJ0).

Manage Company Structure (2OY)

Prerequisites PUBLIC 5
3 Overview Table

This scope item consists of several process steps provided in the table below:

Process Step Business Role Transaction Expected Results

View Company Structure [page 7] HR Administrator Company Instance URL The company structure as defined during configuration has been viewed.

View Employee Assignment in Company HR Administrator Company Instance URL Individual employees have been searched for and assignment details have been viewed.
Structure (Optional) [page 14]

Create Organization Object [page 16] HR Administrator Company Instance URL Organization objects, like for example business unit, division, and department, have been created.

Update Organization Object [page 23] HR Administrator Company Instance URL The attributes of organization objects, like for example business unit, division, and department, have been
updated.

Deactivate Organization Object [page HR Administrator Company Instance URL The organization object has been deactivated.
26]

Manage Company Structure (2OY)

6 PUBLIC Overview Table
4 Test Procedures

4.1 View Company Structure

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test

date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Duration Enter a
Provider and Customer> duration.

Purpose

A company structure has been defined during configuration.

The HR Administrator views details of that specific company structure. For this, he or she uses the Company Structure Overview. The company structure overview is a graphical
representation of organization objects, and how they relate to each other, whether they are higher-level, lower-level, or peer organization objects.

Prerequisite

● The field Count People has been maintained for all types of organization objects during configuration.
● In case Position Management has been implemented in your Employee Central instance, following additional prerequisite must be fulfilled: the field Count Positions has been
maintained for all types of organization objects during configuration.
Manage Company Structure (2OY)
Test Procedures PUBLIC 7
  Note

For details to these prerequisites, refer to the Company Structure Overview workbook.

Procedure

When describing the procedure, we consider as basis the company structure given as example in the Company Structure Overview workbook. This means, that details to business units,
divisions, and departments can be viewed using the Company Structure Overview. In our description, we give one-procedure-fits-all for checking details of all these organization object
types. You will need to execute it for each organization object type in the following order: first view details to business units, then to divisions, and last to departments.

In case you have adapted the company structure definition during configuration or have created an own one, some activities listed might be not relevant for you, whereas other possible
activities, depending on the MDF entity types added to your company structure definition, are not considered in our description.

Test Pass / Fail /

Step # Test Step Name Instruction Expected Result Additional Information Comment

1 Log on Log on to Employee Central as HR Administra­ The Home page is displayed.

tor.

2 Go to Company From the Home drop-down, select Company The Company Info screen is displayed, containing by default the Org
Info Info. Chart based on the logged-in user.

3 Select Company Go to the Company Structure Overview tab.

Structure
In the Company Structure field, select from
the drop-down the <company structure
definition name> as defined during
configuration.

Manage Company Structure (2OY)

8 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Additional Information Comment

4 Search Organi­ In the Search field, select from the drop-down The company hierarchy as of the selected date is displayed, starting In case of business units, you will see the se­
zation Object the organization object type you want to view, from the selected organization object, and containing one level below, if lected business unit and its subordinated di­
for example one of the following: Business existing. vision(s) displayed.
Unit, Division, or Department.
In case of divisions, you will see the selected
In the second search field, select the instance division and its subordinated department(s)
of that organization object type you want to displayed.
view. In case of departments, if applicable, you
Either leave today’s date (which is the de­ will see the selected department and its
fault), or click on the calendar (Today) icon, subordinated department(s) displayed.
located in the top right corner of the screen,
The fields visible on the organization object card depend on how the UI For details on the config UI, refer to the
and select an appropriate date.
has been configured: Company Structure Overview workbook.

● For a business unit in general, following details could be shown on

the organization object card: <code>, <name>, <effective
start date>, <status>.
● For a division in general, following details could be shown on the or­
ganization object card: <code>, <name>, <effective start
date>, <status>.
● For a department in general, following details could be shown on the
organization object card: <code>, <name>, <effective
start date>, <status>, <cost center>, <parent
department>.

Manage Company Structure (2OY)

Test Procedures PUBLIC 9
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Additional Information Comment

In addition, some icons are displayed on the organization object card:

● Icon showing the number of employees assigned to the organization

object

 Note
This is shown only if during configuration, the field Count People
has been maintained for the organization object.

● Icon showing the number of positions assigned to the organization

object

 Note
This is shown only if Position Management has been imple­
mented in your instance, and if during configuration, the field
Count Positions has been maintained for the organization ob­
ject.

● If applicable, icon showing that multiple parents exist

 Note
This may be shown only if the selected organization object type
is a department.

For the lower-level organization objects of the selected organization ob­

ject, the number of subordinated organization objects, if any, is displayed
on the organization object card.

5 View Subordi­ In case a lower-level organization object of the The organization objects become visible below the higher-level organiza­
nated Organiza­ selected organization object has itself subor­ tion object type.
tion Objects of dinated organization objects, you can view
Lower-Level Or­ these by selecting the number <#>on the
ganization Ob­ bottom of the organization object card.
ject (Optional)

Manage Company Structure (2OY)

10 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Additional Information Comment

6 View Organiza­ To view data of the selected organization ob­ A side panel containing information about the organization object is dis­
tion Object De­ ject, click in the company structure overview played. The fields displayed depend on how the UI has been configured.
tails on that organization object.
Based on the examples provided in the Company Structure Overview
workbook, following information is visible in the side panel:

● organization object type

● name and code of the organization object, as well as the date on
which the displayed information is valid
● Details section, expanded by default; the listed fields depend on the
selected organization object, for example Code, Name, Effective as
of, etc.
● Multiple Parents Details section, if applicable

 Note
This may be shown only if the selected organization object type
is a department.

● History section, which contains the date on which the organization

object was created in the system, and the date on which the most
recent changes were made. If there are any future changes planned,
they will also be listed here.
● People section

 Note
This is shown only if during configuration, the field Count People
has been maintained for the organization object and at least
one employee is assigned to the organization object.

● Positions section

 Note
This is shown only if Position Management has been imple­
mented in your instance, and if during configuration, the field
Count Positions has been maintained for organization object
and at least one position is assigned to the organization object.

● Hierarchy Details section, if applicable

Manage Company Structure (2OY)

Test Procedures PUBLIC 11
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Additional Information Comment

 Note
This may be shown only if the selected organization object type
has lower-level entities. In this case, the number and type of en­
tities on the level directly below the current one, and the num­
ber of entities in the complete sub-structure (that is, all entities
below the current one) are shown. In addition, if field Count
People and possibly Count Positions have been maintained dur­
ing configuration, both counts can be seen here, too. In case the
organization object has no lower-level entities, this section is
not available either.

7 View Em­ Click either on the <#> employees are The People section is expanded. The People section is available in the side
ployee(s) as­ assigned icon, or in the side panel of the or­ panel only if there is at least one employee
The total number of employees and corresponding total amount of FTE
signed to Organ­ ganization object on People. assigned to the organization object. If no
assigned to this organization object is displayed.
ization Object employees are assigned to the organization
(Optional) The employees assigned to this organization object are listed in alpha­ object, the No employees are assigned icon
betical order. is visible and is not selectable.

Using the free text Search field located below

<#> employees with <#> FTE are assigned,
you can search for individual employees.

Starting with the View more information about

this person icon next to the employee’s name,
you can view and edit the employee’s profile.

8 View Position(s) This test step is relevant only if Position Management has been implemented in your Employee Central instance!
assigned to Or­
ganization Ob­ Click either on the <#> positions are assigned The Positions section is expanded. The Positionssection is available in the side
ject (Optional) icon, or in the side panel of the organization panel only if there is at least one position as­
The total number of positions and corresponding total amount of FTE as­
object on Positions. signed to the organization object. If no posi­
signed to this organization object is displayed.
tions are assigned to the organization ob­
The positions assigned to this organization object are listed in alphabeti­ ject, the No positions are assigned icon is
cal order. visible and is not selectable.

Manage Company Structure (2OY)

12 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Additional Information Comment

Using the free text Search field located below

<#> positions with <#> FTE are assigned, you
can search for individual positions.

Starting with the Show Position icon next to

the position’s name, you can view and edit the
position details.

When clicking on the Load in Position Org An additional page is opened, in which the selected position is displayed
Chart as of <selected date> icon next the po­ as the root object in the Position Org Chart, and one level below, if exist­
sition’s name, you can load this position as ing.
the root object in the Position Org Chart.

9 View Details of This test step is relevant only if the selected organization object is a department having a parent department and an additional parent division!
Parent Depart­
ment of selected Click either on the Has multiple parent entities The Multiple Parents Details section is expanded and the parent division The Multiple Parents Details section is avail­
Department icon, or in the side panel of the department on and parent department are listed. able in the side panel only if the selected de­
(Optional) Multiple Parents Details. partment has in addition to the superordi­
nate division also one superordinate depart­
ment.

Starting with the Show Division icon or Show

Department icon, respectively, next to the di­
vision’s or department’s name, you can view
and edit the division’s or department’s de­
tails.

When clicking on the Click to reload the chart The selected parent is displayed as the root object in the Company
with this parent as root icon next to the divi­ Structure Overview, and one level below (for example, Division – Depart­
sion’s or department’s name, you can load ment(s)).
this division or department as the root object
in the Company Structure Overview.

10 View Hierarchy This test step is relevant only if the selected organization object is a department having a parent department and an additional parent division!
of Department
having Multiple

Manage Company Structure (2OY)

Test Procedures PUBLIC 13
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Additional Information Comment

Parents (Op­ To view the hierarchy, in which the depart­ A callout is displayed listing the parent entities to which you can navi­
tional) ment with multiple parents is embedded, se­ gate.
lect the Up One Level button.

Click on the appropriate link in this callout, for The company hierarchy is displayed, starting from the selected
example on the Division: <division <division name(code)> and containing one level below.
name(code)> link.

Expand the structure, such that the complete The department having multiple parents is visible multiple times in the
structure below the selected <division structure: for example, below the <division name(code)> and be­
name(code)> is visible. low the <parent department name(code)>.

11 Export Company To export the viewed company structure, se­

Structure (Op­ lect the Export icon in the top-right corner of
tional) the screen. You have the option to download it
as PDF or as Image/jpg. Select the appropri­
ate option. Then either open the file directly,
or save it on your local disk and open it.

4.2 View Employee Assignment in Company Structure (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test

date.

Business Role(s)

Manage Company Structure (2OY)

14 PUBLIC Test Procedures
Responsibility <State the Service Provider, Customer or Joint Service Duration Enter a
Provider and Customer> duration.

Purpose

The HR Administrator searches for individual employees within the company structure and views their organizational assignment.

Prerequisite

Employees must have been hired (or rehired) and assigned to the organization objects.

Procedure

Test Test Step Pass / Fail /

Step # Name Instruction Expected Result Additional Information Comment

1 Log on Log on to Employee Central as HR Administrator. The Home page is displayed.

2 Go to Company From the Home drop-down, select Company Info. The Company Info screen is displayed, containing
Info by default the Org Chart based on the logged-in
user.

3 Select Com­ Go to the Company Structure Overview tab.

pany Structure
In the Company Structure field, select from the drop-down
the <company structure definition name>
as defined during configuration.

Manage Company Structure (2OY)

Test Procedures PUBLIC 15
Test Test Step Pass / Fail /
Step # Name Instruction Expected Result Additional Information Comment

4 Search Em­ In the Search field, select By people from the drop- The autocomplete functionality suggests a list of
ployee down. employees matching your search criteria.

In the second search field, enter the name (or name parts)
of the employee.

5 View Employee In the result list, hover the mouse over the name of the A side panel is displayed, containing the organiza­ In case Global Assignment Management has been
Assignment employee of interest. tion objects to which the employee is assigned, like implemented in your instance: if the employee you
business unit, division, or department. are searching for is on global assignment, then the
currently active assignment (most likely the one in
In case the employee is head of an organization
the host company) is given.
object, this is also visible in the side panel.
In case Concurrent Employment Management has
been implemented in your instance: if the employee
you are searching for has one or more concurrent
employments, only the assignment to the main em­
ployment is given.

If required, you can select an assignment to reload the The selected organization object is displayed as
company structure with that assignment as the root ob­ the root object in the Company Structure
ject. Overview, and one level below (for example, Divi­
sion – Department(s)).

4.3 Create Organization Object

Test Administration

Customer project: Fill in the project-specific parts.

Manage Company Structure (2OY)
16 PUBLIC Test Procedures
Test Case ID <X.XX> Tester Name Testing Date Enter a test
date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Duration Enter a
Provider and Customer> duration.

Purpose

The HR Administrator creates organization object instances within a company structure to keep up-to-date with business requirements of the company. For this purpose, he or she makes
use of the Company Structure Overview feature. The organization objects considered explicitly in this document are business unit, division, and department. The HR Administrator has two
options for creating the organization objects:

● Create organization objects from scratch from the Company Structure Overview main page;
● Create organization objects as child entities of existing organization object instances.

For organization objects types, which are root organization objects of the company structure and for which no parent entities exist, only the first option can be used. In our case, such an
organization object type is the business unit. For organization objects types, which are child entities of other organization objects, both option can be used. In our case, such organization
object types are division and department. In this document, the detailed creation of each of these three organization object types is described.

Procedure

Test Pass / Fail /

Step # Test Step Name Instruction Expected Result Comment

1 Log on Log on to Employee Central as HR Administrator. The Home page is displayed.

2 Go to Company Info From the Home drop-down, select Company Info. The Company Info screen is displayed containing by default the Org
Chart based on the logged-in user.

3 Select Company Go to the Company Structure Overview tab. The Add entity icon becomes selectable.
Structure
In the Company Structure field, select from the drop-down the <company structure
definition name> as defined during configuration.

Manage Company Structure (2OY)

Test Procedures PUBLIC 17
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Comment

4 Continue Continue with one or several of the uses cases described below, preferably in the men­
tioned order.

Use case 1: Create a Business Unit

The business unit is the root organization object of the company structure as given in the Company Structure Overview workbook. At the same time, it is considered being the highest-level
organization object of the present SAP Best Practices. Therefore, it cannot be created directly from another organization object in a concrete company structure, but needs to be created
separately using the Add entity icon.

Test Test Step Pass / Fail /

Step # Name Instruction User Entries: Field Name: User Action and Value Expected Result Comment

5 Select Organi­ Select the Add entity icon. In the upcoming The Business Unit dialog box is displayed.
zation Object to Add entity dialog box, check the Business
be Created Unit radio button and choose the Add but­
ton.

6 Enter Business In the Business Unit dialog box, fill in the de­ Effective as of: defaults to today’s date; adapt by selecting
Unit Details tails of the new business unit you want to validity start date of new business unit from calendar help
create:
Code: enter as appropriate

Name: enter as appropriate

Description: enter as appropriate

Status: Active is defaulted; leave as is

Head of Unit: select from drop-down if an appropriate em­

ployee exists

7 Save Data Choose Save. The Business Unit: <name (code)> dialog box is displayed,
containing the details of the business unit you have just cre­
ated.

Manage Company Structure (2OY)

18 PUBLIC Test Procedures
Test Test Step Pass / Fail /
Step # Name Instruction User Entries: Field Name: User Action and Value Expected Result Comment

8 Go Back to Choose X (Cancel) to close the dialog box. You return to the Company Structure Overview screen. The
Company business unit is displayed in graphical mode in the chart.
Structure Over­
view

Use case 2: Create a Division

To create a division, you have two options: either create it from the Company Structure Overview main page using the Add entity icon (test step # 9a), or as child entity of an existing
business unit (test step# 9b).

Test User Entries: Field Name: User Action and Pass / Fail /
Step # Test Step Name Instruction Value Expected Result Comment

9a Option 1: Select Or­ Select the Add entity icon. In the upcoming Add entity dialog The Division dialog box is displayed.
ganization Object box, check the Division radio button and choose the Add but­
Continue with test step# 10.
to be Created ton.

9b Option 2: Select In the Search field, next to the Company Structure field, select The company hierarchy as of today is displayed,
Parent Organiza­ from the drop-down the organization object type that should starting from the selected organization object
tion Object and be the parent of the division, namely Business Unit. (business unit) and containing one level below, if
Add Child Organi­ existing.
In the second search field, select the concrete business unit, to
zation Object
which the new division should belong to.

Click on the selected business unit. The Division dialog box is displayed.

In the upcoming side panel, next to the business unit, choose Continue with test step # 10.
the Show Menu icon, and in the upcoming small callout choose
Add Child Entity.

10 Enter Division De­ In the Division dialog box, fill in the details of the new division Effective as of: defaults to today’s date; adapt
tails you want to create: by selecting validity start date of new division
from calendar help

Code: enter as appropriate

Name: enter as appropriate

Manage Company Structure (2OY)

Test Procedures PUBLIC 19
Test User Entries: Field Name: User Action and Pass / Fail /
Step # Test Step Name Instruction Value Expected Result Comment

Description: enter as appropriate

Status: Active is defaulted; leave as is

Head of Division: select from drop-down if an

appropriate employee exists

Parent Division: select from drop-down if appro­

priate

Business Unit: select from drop-down the busi­

ness unit, to which the division should belong

 Note
In case you have used Option 2, the value is
defaulted with the concrete business unit
you have selected in test step # 9b. In this
case, adapt only in case you have realized
that the wrong business unit has been se­
lected; else leave the value unchanged.

11 Save Data Choose Save. The Division: <name (code)> dialog box is dis­
played, containing the details of the division you
have just created.

12 Go Back to Com­ Choose X (Cancel) to close the dialog box. You return to the Company Structure Overview
pany Structure screen. The division is displayed in graphical
Overview mode in the chart.

13 Verify Hierarchy To view the hierarchy, in which the new division is embedded, The superordinate business unit and possibly the
select the Up One Level button. peer divisions are displayed in the chart.

Use case 3: Create a Department

To create a department, you have two options: either create it from the Company Structure Overview main page using the Add entity icon (test step # 14a), or as child entity of an existing
division (test step # 14b).

Manage Company Structure (2OY)

20 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction User Entries: Field Name: User Action and Value Expected Result Comment

14a Option 1: Select Or­ Select the Add entity icon. The Department dialog box is displayed.
ganization Object
to be Created In the upcoming Add entity dialog box, check the Department Continue with test step # 15.
radio button and choose the Add button.

14b Option 2: Select Pa­ In the Search field, next to the Company Structure field, select The company hierarchy as of today is dis­
rent Organization
from the drop-down the organization object type that should played, starting from the selected organi­
Object and Add
be the parent of the department, namely Division. zation object (division) and containing one
Child Entity
level below, if existing.
In the second search field, select the concrete division, to
which the new department should belong to.

Click on the selected division. The Department dialog box is displayed.

In the upcoming side panel, next to the division choose the Continue with test step # 15.
Show Menu icon, and in the upcoming small callout choose
Add Child Entity.

15 Enter Department In the Department dialog box, fill in the details of the new de­ Effective as of: defaults to today’s date; adapt by se­
Details partment you want to create: lecting validity start date of new department from cal­
endar help

Code: enter as appropriate

Name: enter as appropriate

Description: enter as appropriate

Status: Active is defaulted; leave as is

Head of Department: select from drop-down if an ap­

propriate employee exists

Manage Company Structure (2OY)

Test Procedures PUBLIC 21
Test Pass / Fail /
Step # Test Step Name Instruction User Entries: Field Name: User Action and Value Expected Result Comment

Parent Department: select from drop-down if appropri­

ate

 Note
You can create lower level departments of a de­
partment, too. If you create the lower-level depart­
ment from the Company Structure Overview main
page using the Add entity icon, you need to select
both the parent department and the division. If
you create the lower-level department as child en­
tity from a concrete department, then the parent
department is defaulted and read-only, and only
the division needs to be selected.

Cost Center: select from drop-down if appropriate

In the Apprentice Details part of the dialog box, enter data as

appropriate.

 Note
Relevant only in case Apprentice Management has been
implemented in the instance.

In case the Apprentice Management content has been

deployed with the SAP Best Practices, you can refer to
test script of scope item Manage Apprentices (1ZC) for
more details.

In the Division part of the dialog box, depending on the option In case you have used Option 1, (test step# 14a), se­
used as starting point of the department creation, proceed as lect from drop-down the division, to which the depart­
follows: ment should belong.

Manage Company Structure (2OY)

22 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction User Entries: Field Name: User Action and Value Expected Result Comment

In case you have used Option 2, the division is de­

faulted with the concrete division you have selected in
test step # 14b. In this case, adapt only in case you
have realized that the wrong division has been se­
lected; else leave the value unchanged.

 Note
A second division could be selected in case the de­
partment should belong to two divisions.

16 Save Data Choose Save. The Department: <name (code)> dialog

box is displayed, containing the details of
the department you have just created.

17 Go Back to Com­ Choose X (Cancel) to close the dialog box. You return to the Company Structure
pany Structure Overview screen. The department is dis­
Overview played in graphical mode in the chart.

18 Verify Hierarchy To view the hierarchy, in which the new department is embed­ The superordinate division and possibly
ded, select the Up One Level button. the same level departments are displayed
in the chart.

4.4 Update Organization Object

Test Administration

Customer project: Fill in the project-specific parts.

Manage Company Structure (2OY)
Test Procedures PUBLIC 23
Test Case ID <X.XX> Tester Name Testing Date Enter a test
date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Duration Enter a
Provider and Customer> duration.

Purpose

Attributes of an organization object need to be always up-to-date with business requirements. When situations occur in which this is not the case anymore, the HR Administrator needs to
adapt these attributes.

Prerequisites

A request for updating organization objects exists.

Procedure

 Note

High-level, the procedure is same for business units, divisions, and departments. Therefore, updating an organization object is described in a generic manner. Where appropriate, the
differences between updating the different organization object types are highlighted.

Test Pass / Fail /

Step # Test Step Name Instruction Expected Result Comment

1 Log on Log on to Employee Central as HR Administrator. The Home page is displayed.

2 Go to Company From the Home drop-down, select Company Info. The Company Info screen is displayed containing by default the
Info Org Chart based on the logged-in user.

Manage Company Structure (2OY)

24 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Comment

3 Search Organiza­ Go to the Company Structure Overview section. The company hierarchy as of the selected date is displayed, start­
tion Object ing from the selected organization object and containing one level
In the Company Structure field, select from the drop-down the <company structure
below, if existing.
definition name> as defined during configuration.

In the Search field, select from the drop-down the organization object type.

In the second search field, select the instance of that organization object type you want to up­
date.

Either leave today’s date (which is the default), or click on the calendar (Today) icon, located in
the top right corner of the screen, and select an appropriate date.

4 View Organization Click on the organization object. In the upcoming side panel, next to the organization object, The <Organization Object Type>: <organization object name
Object Details choose the Show <Organization Object> icon. (code)> dialog box is displayed, containing the organization object
details.
 Note
This icon is located below <organization object name (code)> and next to as of <selected
date>.

5 Go to Edit Mode In the <Organization Object Type>: <organization object name (code)> dialog box, select the The Insert new changes for <Organization Object Type>:
Edit link. <organization object name (code)> dialog box is displayed.

 Note
Alternatively, you can select in the <Organization Object Type>: <organization object name
(code)> dialog box the Manage link. On the upcoming Manage Data screen, select the
Insert New Record link on the top right of the <Organization Object Type>: <organization
object name (code)> portlet.

6 Add Effective Date In the Insert new changes for <Organization Object Type>: <organization object name (code)> The <Organization Object Type>: <organization object name
of Organization dialog box, enter the date the change becomes effective: (code)> dialog box is displayed, containing the fields in edit mode.
Object Change
Enter Effective Date for this change: select date from calendar help, for example today’s date
(defaulted value) or future date

Then choose the Proceed button.

Manage Company Structure (2OY)

Test Procedures PUBLIC 25
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Comment

7 Change Organiza­ Make changes as appropriate.

tion Object Details
Adapt values as per the requirements, for example Name, Description, Head of <Organization
Object>.

Depending on the organization object type that is updated, you might also adapt the Parent
<Organization Object> or <higher-level organization object type> (e.g. Business Unit or Divi­
sion).

8 Save Record Choose Save. The organization object details have been updated. The changes
are visible in the <Organization Object Type>: <organization object
name (code)> dialog box. The old values are strikethrough.

9 Close Window On the <Organization Object Type>: <organization object name (code)> dialog box, choose X You are directed back to the Company Structure Overview screen,
(Cancel). containing the organization object you just have updated.

10 Verify New Hierar­ In case changes to a parent or higher-level organization object type have also been performed, The updated organization object is displayed in the appropriate hi­
chy of Organiza­ select the Up One Level button. erarchy in the chart.
tion Object (Op­
tional)

4.5 Deactivate Organization Object

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test

date.

Manage Company Structure (2OY)

26 PUBLIC Test Procedures
Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Duration Enter a
Provider and Customer> duration.

Purpose

When an organization object becomes obsolete, for example due to a corporate downsizing, or due to changes in business requirements, this organization object needs to be deactivated in
the system. In Employee Central, delimitation of an organization object is achieved by setting its status to Inactive starting a particular date.

Prerequisites

● An organization object has become obsolete and is not relevant anymore for reporting purposes. All employees have been moved to other organization objects.
● No employees are assigned to the organization object starting one day after the deactivation date. Before deactivating an organization object, make sure that all employees have been
assigned to other organization object(s) or have been terminated.
● If the deactivation occurs on a date in the near future, no employees should be assigned to this organization object starting as of today, be it through hiring/rehiring or an appropriate
take action process.
● The organization object has no active lower-level organization objects.
● The organization object is to be excluded from reporting activities.

Procedure

 Note

The procedure is the same for business units, divisions, and departments, and therefore described in a generic manner.

Test Pass / Fail /

Step # Test Step Name Instruction Expected Result Comment

1 Log on Log on to Employee Central as HR Administrator. The Home page is displayed.

Manage Company Structure (2OY)

Test Procedures PUBLIC 27
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Comment

2 Go to Company From the Home drop-down, select Company Info. The Company Info screen is displayed containing by default the
Info Org Chart based on the logged-in user.

3 Search Organiza­ Go to the Company Structure Overview section. The company hierarchy as of the selected date is displayed, start­
tion Object ing from the selected organization object.
In the Company Structure field, select from the drop-down the <company structure
definition name> as defined during configuration.

In the Search field, select from the drop-down the organization object type.

In the second search field, select the instance of that organization object type you want to de­
activate.

Either leave today’s date (which is the default), or click on the calendar (Today) icon, located in
the top right corner of the screen, and select the date on which the organization object should
be deactivated.

4 Check Fulfillment On the organization object card displayed, check that following conditions are fulfilled:
of Deactivation ● The selected organization object has no lower-level entities the day it should be deacti­
Conditions vated, meaning the Hierarchy Details section is not available in the side panel of the or­
ganization object.
● No employees are assigned to the organization object, meaning the No employees are
assigned icon is displayed.
● No positions are assigned to the organization object, meaning the No positions are
assigned icon is displayed.

5 View Organization Click on the organization object. In the upcoming side panel, next to the organization object, The <Organization Object Type>: <organization object name
Object Details choose the Show <Organization Object> icon. (code)> dialog box is displayed, containing the organization object
details.
 Note
This icon is located below <organization object name (code)> and next to as of <selected
date>.

Manage Company Structure (2OY)

28 PUBLIC Test Procedures
Test Pass / Fail /
Step # Test Step Name Instruction Expected Result Comment

6 Go to Edit Mode In the <Organization Object Type>: <organization object name (code)> dialog box, select the The Insert new changes for <Organization Object Type>:
Edit link. <organization object name (code)> dialog box is displayed.

 Note
Alternatively, you can select in the <Organization Object Type>: <organization object name
(code)> dialog box the Manage link. On the upcoming Manage Data screen, select the
Insert New Record link on the top right of the <Organization Object Type>: <organization
object name (code)> portlet.

7 Add Organization In the Insert new changes for <Organization Object Type>: <organization object name (code)> The <Organization Object Type>: <organization object name
Object Deactiva­ dialog box, enter the date the deactivation becomes effective: (code)> dialog box is displayed, containing the fields in edit mode.
tion Date
Enter Effective Date for this change: select from calendar help the first day on which the organ­
ization object is inactive

Then choose the Proceed button.

8 Deactivate Organi­ Enter deactivation-relevant details as follows:

zation Object
Status: select InActive from drop-down

9 Save Record Choose Save. The organization object has been deactivated (become inactive)
starting the date entered for the new record. The changes are visi­
ble in the <Organization Object Type>: <organization object name
(code)> dialog box. The old values are strikethrough.

10 Close Window On the <Organization Object Type>: <organization object name (code)> dialog box, choose X You are directed back to the Company Structure Overview screen.
(Cancel).

11 Search Deacti­ Search for the deactivated organization object as described in test step # 3 for a date after The organization object is no longer available in the result list start­
vated Organization the date chosen in test step # 7. ing the date it has been set to inactive.
Object

Manage Company Structure (2OY)

Test Procedures PUBLIC 29
5 Appendix

5.1 Update Position from Company Structure Overview

Use

Updating of a position can be requested from the Company Structure Overview. The Company Structure Overview also uses the MDF Quick Card for positions and respects the
Configuration UI.

Prerequisite

Position Management has been implemented in the Employee Central instance.

Procedure

1. Log on to Employee Central as HR Administrator.

2. From the Home drop-down, select Company Info and go to the Company Structure Overview tab.
3. Select the <company structure definition name> as defined during configuration. Using the two Search fields, select for example the department, to which the position to be
updated belongs to.
4. Click on the <#> positions are assigned icon to expand the Positions section in the side panel of the selected department. The positions of the department are listed in alphabetical
order.
5. Search for the position using the free text Search field.
6. Select the Show Position icon next to the position’s name to open the Position: <position title (code)> window.
7. Select the Edit link, update the details as appropriate, and save your changes.

 Note

In case Position Management has been deployed in the Employee Central instance with the SAP Best Practices, then, if the position has already an incumbent, the implemented
propagation rule Position to Job Info Synchronization is triggered exactly alike in the position organization chart. For details you can refer to scope item Manage Positions (FK1).

Manage Company Structure (2OY)

30 PUBLIC Appendix
5.2 Process Integration

The process to be tested in this test script is part of a chain of integrated processes.

In the assumption that the Employee Central related content in your instance has been deployed with the SAP Best Practices, you can test the following business processes.

Preceding Processes

Process Business Condition

In case the Position Management content has been deployed: To view positions assigned to organization objects, these must have been created with appropriate fields filled in.

Manage Positions (FK1) (Optional)

In case the Core content has been deployed: Employees must have been hired (or rehired) and already exist in the system.

Manage Hire/Rehire (FJ0)

Manage Company Structure (2OY)

Appendix PUBLIC 31
Important Disclaimers and Legal Information

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● Links with the icon : You are entering a Web site that is not hosted by SAP. By using such links, you agree (unless expressly stated otherwise in your agreements with SAP) to this:

● The content of the linked-to site is not SAP documentation. You may not infer any product claims against SAP based on this information.
● SAP does not agree or disagree with the content on the linked-to site, nor does SAP warrant the availability and correctness. SAP shall not be liable for any damages caused by the use of such content unless damages have been caused by SAP's gross negligence or
willful misconduct.

● Links with the icon : You are leaving the documentation for that particular SAP product or service and are entering a SAP-hosted Web site. By using such links, you agree that (unless expressly stated otherwise in your agreements with SAP) you may not infer any product
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Gender-Related Language
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Manage Company Structure (2OY)

32 PUBLIC Important Disclaimers and Legal Information
Manage Company Structure (2OY)
Important Disclaimers and Legal Information PUBLIC 33
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